The Real Estate Syndication Show: Recent Episodes
Whitney Sewell
The Real Estate Syndication Show is a 7-day-a-week podcast where Whitney Sewell interviews the most successful entrepreneurs in the commercial real estate business. The show was created to help every active investor learn how the syndication business works, improve their business and help passive investors understand where to invest when wanting to diversify into real estate.
In this episode, we dive into the remarkable career journey of commercial real estate veteran, Joe Killinger. With over 30 years of experience navigating the ups and downs of the industry, Joe shares a treasure trove of invaluable insights.
From getting his real estate license at just 18 years old to building and selling multiple successful businesses, Joe's story is a testament to the power of perseverance, adaptability, and a relentless entrepreneurial spirit.
Joe shares practical wisdom on topics ranging from weathering economic downturns, leveraging cutting-edge technologies like AI, to cultivating high-performing teams. Here are some key takeaways from this episode:
Diversify your real estate portfolio: Spreading investments across different property types provides a financial safety net during market downturns
Leverage AI and data analytics: Transform your marketing and operations with cutting-edge, data-driven tools.
Invest in training and mentorship: Building a successful brokerage starts with strong education and guided support
Timestamps:
00:00 Intro
00:32 Joe Killinger's early career and real estate journey
06:09 Getting a real estate license at 18
08:11 Joe’s main focus and view on the economy today
11:50 Advice for real estate passive investors
13:17 The importance of operations and financial management
17:48 Use of AI in real estate
21:14 Hiring, training, and building a strong team
31:05 What would Joe do differently?
32:49 The most important metric to track
36:04 No. 1 thing that contributed to Joe’s success
37:21 Mentorship and WIRE Foundation
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, we sit down with Justin Konikow, a real estate marketing expert from southwestern Ontario, Canada. Justin shares his unique approach to real estate, blending his background in hospitality and marketing to create a built a very successful and thriving company - Prime Real Estate Brokerage.
Here are some key takeaways from this episode
- Mastering Consistent Marketing: Justin emphasizes the importance of daily, strategic content creation and engagement to build a strong brand presence and attract the right clients.
- Leveraging Relationships and Mentorship: Justin discusses how he has cultivated valuable relationships with industry leaders and emphasizes the power of seeking advice from experienced mentors.
- Adaptability and Evolution: Justin highlights the need to continuously evolve and adapt your business model to stay ahead of the curve in the ever-changing real estate landscape.
Tune in to learn about the strategies and mindset that made Justin Konikow a top real estate leader.
Timestamps:
01:55 Justin’s background and career journey
05:26 Overcoming fear when transitioning to Prime real estate
07:45 Building relationships and networking
16:30 Marketing and sales strategies
23:27 Content creation and consistent action
31:28 The importance of having a framework and a plan
35:06 Thoughts on the current real estate market
40:14 The biggest challenge in business and most important metrics
42:58 Justin’s daily routine and giving back
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, host Whitney Sewell talks to Jay Papasan, co-author of the bestselling book "The One Thing." Jay shares his journey from entrepreneur to purposeful partner at Keller Williams Realty, and delves into the core principle of "The One Thing" - the idea that by focusing on the single most important task, everything else becomes easier or unnecessary.
Jay explains practical strategies for living the "One Thing" philosophy, including the focusing question, time blocking, and building accountability through coaching. He also discusses scaling a business while maintaining focus and balancing professional and personal life.
Here are the top 3 actionable takeaways from this episode:
- Identify your "One Thing" and prioritize it above all else.
- Implement time blocking and calendar management to protect time for your "One Thing."
- Seek out coaching and accountability partners to help you stay focused and achieve your goals.
You will be inspired to apply the principles of "The One Thing" to their own lives and unlock their full potential through the power of singular focus.
Timestamps:
00:37 Introduction to Jay Papasan
06:36 The concept of Living the One Thing
13:37 Does focusing on one thing mean neglecting other areas?
20:10 Scaling from a small company to a global organization
25:57 The role of coaching and accountability
31:46 How to scale but stay focused?
36:22 Vision, Values, Belief, Perspective
42:53 Finding a model in the lives of successful people
47:55 The importance of being a present parent
54:54 Giving back and setting charity goals
58:02 How to get in touch with Jay?
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, hear the remarkable story of Dr. John Demartini who went from homelessness to becoming a world-renowned global educator.
Discover his proven strategies for overcoming learning challenges, prioritizing values, and building a thriving business. A must-listen for anyone seeking to achieve their biggest dreams.
Here are some key takeaways from this episode:
- Harness the power of visualization and determination to transform your life.
- Prioritize high-impact tasks and delegate effectively to grow your business exponentially.
- Align your actions with your deepest values to create lasting impact and fulfillment.
Don't miss this chance to be inspired by Dr. Demartini's incredible journey of resilience and success.
Timestamps:
00:42 Introduction to Dr. John Demartini
02:44 Dr. Demartini’s childhood and learning disabilities
08:38 A dream to become a teacher and overcoming challenges
17:30 How to maximize book learning by applying it to practical use.
22:53 Identifying and fulfilling personal values to achieve success
24:45 How to live an authentic and fulfilling life
27:33 The importance of having a clear and big vision
30:43 Increasing the ability to read
33:15 John’s daily routine, prioritizing and delegating things
41:36 Finding competent people to delegate
44:07 The best advice for passive investors
45:52 The biggest challenge in business
48:00 No. 1 thing that contributed to his success
49:34 How does John like to give back?
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, Whitney Sewell dives deep into the transformative habit of "Think Win-Win" from Stephen Covey's classic, "The 7 Habits of Highly Effective People."
Whitney explains how this mindset shift is crucial for real estate investors, helping you build stronger relationships, close deals smoothly, and achieve long-term prosperity.
He shares practical strategies to implement this habit, like focusing on mutual interests and being willing to walk away from bad deals. Here are some crucial takeaways from this episode:
-
Be Strategic, Not Just Nice! - "Think Win-Win" isn’t just about being nice—it’s about being strategic. This approach not only benefits everyone involved but also delivers real returns.
-
Build Strong Foundations! - The foundation of effective Win-Win negotiations lies in building strong character, fostering genuine relationships, and creating clear agreements.
-
Unlock New Opportunities! - Adopting this mindset can open up endless opportunities and take your real estate business to new heights.
Ready to elevate your real estate game? Explore the secrets of "Think Win-Win" and watch your success grow!
Timestamps:
00:09 Introduction to Habit 4: Think Win-Win
05:37 The importance of Win-Win thinking in real estate
08:23 Contrasting Win-Win with other mindsets
11:32 Key components of Win-Win
15:20 Strategies for Win-Win deals
17:01 The role of Win-Win partnerships
21:06 Overcoming challenges in Win-Win thinking
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, Whitney Sewell reveals how prioritization and time management can supercharge your real estate investment strategy. He explores Stephen Covey's "Putting First Things First" and offers actionable tips to help you concentrate on what truly matters.
Here are some key takeaways from this episode:
Prioritize tasks by urgency and importance for peak productivity
Set aside time for strategic work that drives long-term success
Use delegation and outsourcing to focus on high-value tasks
Tune in to learn how to boost efficiency and propel your real estate business to new heights with Whitney Sewell’s expert insights. Don’t miss out on these transformative strategies that can make all the difference in your success.
Timestamps:
00:09 Introduction to this episode
02:33 What does “Put First Things First” mean?
04:35 Understanding Stephen Covey's Habit 3
05:08 Time management matrix and its application
10:22 Time blocking for different activities
13:41 Effective delegation and outsourcing
17:40 Consistent weekly planning routine
21:23 Wrapping up
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this captivating episode, you'll hear the remarkable journey of David Pere - a former marine who went from zero to millionaire in just 5 years! Discover how David's military discipline, networking prowess, and relentless drive allowed him to transition from a logistics guy in the Corps to a self-made millionaire, all without ever having to take a traditional job.
Here are some key takeaways from this episode:
The power of house hacking and leveraging VA loans to get started in real estate with minimal risk and capital David's strategies for raising capital and building a robust investor network Insights into David's creative deal structuring, including equity stakes in diverse asset classes like RV parks and boutique hotels
Whether you're a service member, veteran, or simply someone seeking financial freedom, this episode is packed with invaluable insights that could transform your wealth journey. Get ready to be inspired to achieve your own real estate investing goals.
Timestamps:
00:00 Intro
01:19 Military background and career path
04:38 Managing the first real estate investment
08:29 House hacking and Airbnb renting
12:22 Buying a hotel with 130 keys
16:19 The power of networking in real estate investing
20:46 Capital raising strategies
24:44 Email lists for investor outreach
29:12 Opening the funnel through various online platforms
32:09 The basic financial mistakes
33:13 Best ways to find investors right now
34:17 David’s predictions for the next 6 to 12 months
36:37 The best advice for passive income today
37:39 The biggest challenge right now
38:35 The most important metrics to track
39:04 TBI and the importance of sleep
40:58 How does David give back?
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Meet Esther Reizes-Lowenbein - a realtor, investor, capital raiser, and busy mom of 6 who's mastered the art of juggling it all.
In this inspiring episode, Esther shares her remarkable journey and the strategies that have fueled her success.
Here are some key insights from this episode:
- Thriving in Business and Parenthood: Esther’s proven tactics for excelling as an entrepreneur while being a devoted parent.
- Networking Mastery: How Esther leverages LinkedIn to build a powerful network and raise capital effectively.
- Navigating Market Challenges: Esther’s approach to finding opportunities in even the toughest real estate markets.
Whether you're an aspiring entrepreneur, a busy parent, or simply seeking inspiration, tune in now to learn from Esther Rises' incredible story of resilience and success.
Timestamps:
00:34 Introduction to Esther Reizes
02:36 Career journey and family life
05:44 Balancing work and raising kids
07:55 Raising money, transparency, and building relationships
11:18 LinkedIn strategies for growing your network
15:20 Raising equity for commercial real estate
18:14 Esther’s message to investors
19:10 Delegating tasks and having a trustworthy assistant
24:42 Learning about real estate
27:40 Esther’s predictions for the next 6-12 months
28:54 The best source for meeting new investors
29:44 The best advice for passive investors today
30:38 The most important metric to track
31:55 No.1 thing that contributed to her success
32:51 Giving back and charitable work
35:47 How to get in touch with Esther?
36:11 Real estate investing and market challenges
Big thanks to our sponsor, Colony Hills Capital!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this eye-opening episode, you'll discover how to transform your business by tapping into the Philippines' skilled, reliable, cost-effective workforce.
Hear from John Jonas, an entrepreneur and founder of OnlineJobs.ph, who built a six-figure business by outsourcing to virtual assistants and online specialists from the Philippines. Learn his proven strategies for finding, hiring, and managing a remote team you can trust.
In this episode you will learn how to:
• Gain access to high-quality, specialized talent in the Philippines for a fraction of the cost of local hires
• Streamline your operations and free up your time by delegating tasks to dedicated, hardworking virtual assistants
• Build a reliable, loyal remote team by leveraging the Philippines' unique cultural values and work ethic
Don't miss this opportunity to unlock your business's full potential through affordable, trustworthy outsourcing. Click now to watch the episode and transform the way you work.
Timestamps:
00:30 Introduction to John Jonas
02:01 What is onlinejobs.ph?
03:39 Outsourcing tasks to focus on more important things
07:58 Delegating tasks to gain time and financial freedom
10:35 Virtual assistants vs. online Filipino specialists
18:06 Hiring process and filtering candidates
30:13 The advantages of hiring full-time employees
34:04 Ensuring productivity in remote work arrangements
36:53 Daily reports, managing feedback, and salary expectations
39:52 Salary expectations and fair wages
42:46 The expertise and the quality of work
46:22 Trust, security, and theft laws in the Philippines
49:36 The potential impact of AI on future jobs
51:35 Delegating personal tasks and trusting others to handle them
Big thanks to our sponsor, Colony Hills Capital!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this captivating episode, you'll discover how a simple panic attack at 3 AM sparked Henry Washington's journey from financial struggle to becoming a millionaire real estate investor with an impressive portfolio of over 150 rental properties.
Hear the inspiring story of how Henry and his wife united to overcome their challenges, leveraging strategies like reading "Rich Dad, Poor Dad" together and learning to "pay themselves first." You'll be amazed by Henry's unconventional path to buying his first deal, including using his 401(k) and networking his way to finding a business partner.
But the true heart of this episode lies in Henry's people-first approach to real estate investing. Discover how he prioritizes helping others, even if it means sacrificing deals, and learn his secrets for building a thriving business by adding value to those around him.
In this episode, you will learn:
- How leveraging his 401(k) and an unconventional approach allowed Henry to buy his first deal and scale his portfolio
- How networking strategically and consistently, even without experience, helped Henry find his first deal and business partner
- How Henry's focus on helping others first, rather than just pursuing profits, has been a key driver of his long-term success
A must-watch for any aspiring real estate investor looking to achieve remarkable success while making a positive impact on their community.
Timestamps:
00:00 Introduction to Henry Washington
01:55 Key things that influenced Henry’s career journey
07:40 The support of his wife and learning together
11:53 Teaching children about money and business
16:22 Finding business partners through networking and consistency
22:46 Scaling networking efforts through paid masterminds
27:12 The first deal and lessons learned
34:15 Key processes that helped Henry scale
36:29 How to find a good deal?
41:59 Working with brokers or agents
44:50 Real estate investing strategies in a changing market.
47:08 Expectations and predictions for the next 6-12-18 months
48:46 Tips for improving your business
51:43 The most important metrics that Henry tracks
53:17 Other habits Henry is disciplined about
55:05 How does he give back?
Big thanks to our sponsor, Colony Hills Capital!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this must-listen episode, real estate mogul Joe Fairless shares his invaluable insights and strategies for passive investors looking to maximize their returns. With over $3 billion in assets under management, Joe has navigated the ups and downs of the market, and he's here to share his hard-earned wisdom.
Here are 3 key takeaways from the episode:
• Unlock the power of owner-operator deals and learn why they're crucial for passive investors
• Prepare for the impending multifamily housing shortage and learn how to capitalize on it
• Avoid common pitfalls of passive investing and ensure your deals deliver exceptional returns
Don't miss this opportunity to learn from one of the industry's leading voices. Click now and start building your path to financial freedom through passive real estate investing.
Timestamps:
00:20 Introduction to Joe Fairless of Ashcroft
02:15 Key factors that contributed to Ashcroft's growth
08:53 Communication with investors and problem-solving skills
11:46 Joe’s personal story of resilience and growth
16:47 Navigating challenges in partnerships
18:21 Current trends, supply and demand
24:29 Strategies and recommendations for investing
27:21 Severe under-supply of apartments in the Sun Belt
29:34 Advice for first-time passive investors
32:40 Investing in small real estate and potential for growth
36:38 Things to know before investing passively
40:19 Personal development and growth
46:26 Daily habits and routines
51:37 The legacy Joe would like to leave
53:10 Book recommendation on breathing techniques
56:37 The most important things Joe tracks
Big thanks to our sponsor, Colony Hills Capital!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, you will discover how a former optometrist built a real estate empire through turnkey investing. Zach Lemaster shares his secrets for creating passive income and achieving financial freedom. Learn how to leverage turnkey properties to build wealth faster than you ever thought possible.
Key takeaways from this episode:
- Turnkey investing allows busy professionals to build real estate portfolios without becoming landlords
- Focus on markets with strong growth potential and landlord-friendly laws for best returns
- Reinvest equity and maximize tax benefits to accelerate wealth building in real estate
Don't miss this eye-opening episode that could change your financial future!
Timestamps:00:20 Introduction to Zach Lemaster, CEO of Rent to Retirement
01:55 Transitioning from a medical career to real estate investing
09:20 Turnkey properties and how to be successful
14:24 How much help can a potential client expect?
16:52 The most successful turnkey business models
21:53 Patience, self-control, and long-term thinking
25:30 Real estate investing is a lifelong journey
27:54 How to identify a good investing opportunity?
31:20 New constructing vs rehabbing
33:45 The importance of geographical or asset class diversification
36:29 Scaling real estate investments through creative financing and tax strategies
39:54 Future plans and goals
41:21 The most important metrics that Zach tracks
44:07 Habits that have produced Zach a higher return
45:27 How is Zach giving back?
Big thanks to our sponsor, Colony Hills Capital!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, Graham Cochran shares his inspiring journey from struggling musician to thriving entrepreneur, revealing how he built multiple 7-figure businesses while working just 5 hours a week.
Learn how to ditch the hustle culture, prioritize what truly matters, and achieve both financial success and work-life balance.
Here are the 3 key insights from this episode:
-
Giving valuable content for free builds trust and leads to business success
-
Ruthlessly eliminate, automate, or delegate tasks to increase productivity and income
-
Prioritize family time and faith to create a fulfilling life alongside business growth
Don't miss this episode packed with practical wisdom for entrepreneurs and anyone seeking a more balanced, purposeful life. Discover how to rebel against the crowd, find your authentic path, and create a thriving business that aligns with your values.
Timestamps:
00:00 Introduction to Graham Cochrane
03:27 Overcoming music career disappointment
06:18 Finding success through faith and entrepreneurship
08:38 Keeping the marriage through hard times
13:06 Building multiple seven-figure businesses
19:40 Using AI chatbots, batching tasks, and branding for business success
23:25 Building trust and credibility through free content online
28:43 The importance of mentorships, education, and community
34:45 Balancing life and business and prioritizing faith and family
41:19 Prioritizing family dinners and going to church
46:06 Giving back through business
Big thanks to our sponsor, Colony Hills Capital!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome to the Real Estate Syndication Show. Today, we have a special guest who will share invaluable insights for anyone interested in multifamily real estate investing. Peter Von Der Ah was a top-producing NYC agent for many years and now runs a successful multifamily investing business. He will unpack the complexities of the NYC market and regulations, as well as deliver a crystal clear outlook on what to expect over the next year. Most importantly, Peter will reveal his battle-tested framework for evaluating deals simply based on just three key factors.
Key Insights from the Episode:
- Focus on implementing substantial, needle-moving actions or improvements each year that take time to fully realize results. Consistent execution of these actions can exponentially grow your business over time.
- Develop strong listening skills to pick up on valuable information that others may miss, both in what people say explicitly and implicitly. Listening was a core skill that helped Peter succeed.
- Thoroughly evaluate any investment opportunity based on just 3 key factors or bullet points that the operator believes will make the deal successful if executed well. Having a clear and simple thesis is important.
Tune in to gain Peter's proven strategies for profiting in multifamily through any market cycle.
Timestamps:
00:36 Introduction to Peter Von Der Ahe
01:49 Consistently executing one new needle-moving idea per year
04:11 The importance of listening in entrepreneurship
06:49 The backstory of Peter’s multifamily career
09:01 The complexities of investing in New York City
17:40 Peter’s expectations for the next 12-18 months
25:35 Things to consider when investing with an operator today
33:45 Types of projects Peter is interested in
35:56 The challenges of finding great investment opportunities
38:34 The most important metrics Peter tracks
44:00 Consistency and success habits
47:47 Relationships as a key to personal and professional success
48:47 How does Peter give back?
Big thanks to our sponsor, Colony Hills Capital!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Scott Trench, CEO of BiggerPockets, shares his first-hand experience losing money in real estate syndications - and what it teaches us about finding quality operators. He also looks at the commercial real estate market, predicting pain over the next 18 months.
Here are some useful key insights from this episode:
- Avoid syndicators that diversify across many markets instead of specializing in one. Look for operators with proven long-term track records close to the properties.
- Thoroughly analyze a syndicator's assumptions about rent growth, expenses, and exit cap rates. Be wary of overly optimistic projections just to show high IRRs.
- Commercial real estate is in for major pain as oversupply crashes into higher rates. Rents may not recover for years. Protect yourself by understanding these market forces.
Tune in now to hear BiggerPockets insider's unfiltered lessons on thriving through today's syndication landmines and shifting market tides.
Timestamps:
00:46 Introduction to Scott Trench of Bigger Pockets
02:53 Four major asset types in Scott’s portfolio
06:32 Investment strategy, prioritizing real estate and index funds
09:35 Scott’s real estate buying strategy
12:46 Passive investing in syndications with mixed results
17:28 Real estate market challenges in 2023 and 2024
20:43 Taxes, insurance, and interest rates
23:43 Multifamily and commercial real estate predictions for 2025 and further
28:13 Investing in a real estate syndication operator's integrity and performance
34:31 Unethical practices in the multifamily investing industry
37:23 The danger of fraud and challenges of investing in real estate syndications
47:11 Scott’s future investing plans
51:46 Personal vision, goal-setting, and aligning goals with a spouse
1:00:14 How does Scott give back
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Tired of feeling unfulfilled or unmotivated? Learn how developing a clear vision can transform your success. In this episode, Whitney Sewell shares how creating a personal mission statement and setting meaningful goals completely changed his approach - and results.
You will learn about:
- Developing a Vision - The power of "beginning with the end in mind" by having a clear destination to guide every decision.
- Crafting a Mission Statement - How to create an inspiring statement that keeps you focused on what matters most.
- Setting SMART Goals - Goal-setting hacks such as SMART goals that make dreams achievable and keep you motivated.
Whitney kept it real, sharing struggles and lessons learned. You'll walk away motivated to define your purpose and design a plan that maximizes your potential. It's time to know where you're going - so you can actually get there.
Timestamps:
00:00 Setting goals and a clear vision for success in life
05:52 Creating a mission statement
08:40 The role of visualization in achieving your goals
13:32 The importance of having a clear vision in business
15:41 How to create a personal mission statement
19:44 Goal-setting techniques – SMART goals
23:28 Short-term and long-term goals
27:10 Wrapping up
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Did you know about the importance of developing a proactive mindset based on Stephen Covey's first habit from his book The 7 Habits of Highly Effective People? Your host Whitney Sewell defines what it means to be proactive by taking responsibility for one's choices and recognizing the power to choose responses. He contrasts how real estate investors and business owners can apply proactive strategies, such as staying informed through market research, building strong networks, and anticipating client needs.
Whitney Sewell then explores practical tips for shifting to a proactive mindset through self-awareness, personal responsibility, and daily habits like planning each day and setting goals. Developing routines to foster proactivity is key to taking control of one's life, career, and success. After this episode, you are encouraged to reflect on changing thought patterns, take action through your daily practices, and share the episode with others to continue learning about effectiveness.
Timestamps:09:31 - Defining proactive vs reactive behavior and mindsets
14:26 - Examples of applying proactive strategies in real estate investing
19:26 - Developing a proactive mindset through self-awareness and daily practices
24:17 - Recap of key points about proactive vs reactive behavior
29:17 - Conclusion and encouragement to develop a proactive mindset for success
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Have you ever wondered how investors thrive through multiple real estate cycles?
In this episode, veteran investor Peter Fiorette shares exclusive insights on how he's pivoted his strategies no less than 4 times over 35+ years to profit from changing market conditions.
From transitioning from developer to lender after the S&L crisis to investing in distressed land after 2008, Peter details the opportunities he's spotted and exactly how you can position yourself to succeed in any market.
You'll learn:
- How to evaluate funds and operators beyond surface-level metrics to find true quality
- Specific debt investment strategies delivering double-digit returns in today's rate environment
- Case studies on how Peter has helped partners exponentially grow their businesses
Plus, Peter shares his philosophy on maximizing community impact through real estate and education. Don't miss this chance to gain an investor's perspective on thriving through decades of market shifts.
Timestamps:
00:41 Introduction to Peter Fiorette
02:23 Market changes and investment strategies
08:09 Post-COVID economy and investment opportunities
13:53 Investing in debt funds
25:23 Evaluating investment funds
32:43 Investor reporting and upgrading personnel
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, Andrew Cushman discusses best practices for evaluating multifamily deals and operators as a passive investor. He outlines several red flags to watch out for, such as sponsors only providing one return metric or making assumptions above market trends. Plus the importance of assessing the sponsor's track record, focus, and reputation in the market.
Cushman also discusses the current multifamily market environment conditions for acquisitions. In the coming years as new development remains constrained, he advises investors to have a probabilistic mindset rather than making predictions. Cushman then gives us direct access to details on how he structures debt and acquires properties responsibly.
You'll discover the best practices for deal evaluation, get Cushman's outlook on the current cycle, and learn how to structure investments for different economic scenarios. His expertise will help passive investors make well-informed investment decisions.
Here are 3 key takeaways from this episode:
- Key red flags to watch out for in sponsors and deals: unrealistic assumptions, lack of transparency, and only providing one return metric.
- The importance of evaluating a sponsor's track record, focus, and reputation in the local market.
- How to structure multifamily debt and investments to provide flexibility for different economic scenarios, such as rising or steady interest rates.
Andrew Cushman is sharing his top strategies for evaluating multifamily deals, sponsors, and market conditions. Tune in to discover how to structure your investments for different economic scenarios and navigating the real estate cycle as a passive investor.
Timestamps:
00:40 - Introduction to Andrew Cushman's background and experience
02:07 - Current state of the multifamily market and acquisition challenges
02:48 - Importance of doing good deals and maintaining a positive culture
05:43 - Keeping an acquisition team motivated during difficult markets
12:19 - Outlook on the current real estate cycle and when to invest
16:16 - Non-negotiables Andrew looks for in multifamily deals
23:54 - Transitioning asset focus and risk mitigation strategies
25:20 - Challenges of different property classes and locations
30:06 - Evaluating return metrics and red flags in sponsor projections
35:43 - Importance of a sponsor's track record and local market expertise
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Embark on a journey with Brian Luebben, where entrepreneurship and real estate investing take center stage.
In this captivating conversation, Brian delves into conquering fear to attain financial freedom through real estate ventures and entrepreneurial pursuits. Explore the significance of crystallizing personal and business objectives, alongside strategies for expanding passive income streams and scaling a real estate enterprise.
But wait, there's more! Brian unveils his odyssey of scrutinizing career paths and orchestrating an exit to chase his passions. Unveil his strategies for asset acquisition, cash flow generation, and philanthropy to empower others towards financial autonomy.
You will learn about:
-
Strategies for overcoming fear and taking calculated risks to pursue entrepreneurship and financial freedom
-
Tactics for generating passive income through real estate investing, including the importance of clarity on goals and chunking down cash flow needs
-
Insights on scaling a business through podcasting, community building, and leveraging media for lead generation
Timestamps:
00:00 Introduction
07:45 Brian's journey from corporate to entrepreneurship
12:52 Discussion on the importance of clarity
17:34 Brian's vision and goals for the future
25:46 Passive income strategies
28:17 Finding deals and building relationships
31:39 Challenges of scaling a business
38:44 Current real estate market and strategies
44:21 Metrics for success
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us as Dave Zook excavates into his fascinating world of investments, where the center stage involves car washes and natural gas.
In this otherworldly conversation, Zook unveils the allure behind these assets and shares his expert insights on evaluating opportunities. Discover the secret to the steady cash flow generated by car washes, fueled by their innovative subscription model, and the lucrative tax benefits of these investments.
And that's not all! Zook offers invaluable advice on spotting top-tier operators, forecasting economic shifts, and unlocking personal growth.
You will learn about:
- The subscription model of car washes and how it provides consistent cash flow.
- How natural gas can provide tax benefits like 70-80% depreciation in the first year.
- Practical advice on evaluating new investment opportunities and finding strong operators.
Don't miss out on this enlightening discussion that could reshape your investment strategy forever!
Timestamps:
00:00 Dave Zook’s journey
02:14 Car wash background and why Tommy's Express
16:05 Importance of operator track record
21:44 Market trends analyzed for success in the car washing business
26:48 Car wash construction risks and mitigation
32:27 Natural gas investments
39:10 Predictions for the economy in the upcoming 12 months
40:38 Find great operators with Dave Zook’s advice
43:08 Deep personal growth
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Have you ever dreamed of getting into commercial real estate but felt overwhelmed by where to start? Tune in to learn how Pam Goodwin went from interior design to developing multi-million dollar deals across the US.
With over 30 years in the industry, Pam shares her journey and reveals her best-kept secrets for finding profitable properties, from vacant banks to vacant KFCs just waiting to be transformed.
You will learn about:
- Breaking into the industry as a passive investor or finding your first deal.
- Partnering with seasoned developers so they do the heavy lifting while you reap rewards.
- Turning initial properties into long-term wealth, no matter what the market throws your way.
Pam is giving away her top tips for navigating the industry as a passive investor, finding your first deal, and turning it into long-term wealth and fulfillment. Tune in now!
Timestamps:
00:00 Pam Goodwin’s real estate journey
02:08 Common issues when getting a first deal
04:35 Developing real estate experience with mentor’s help
09:07 Finding good deals and partnering up with experienced investors
13:04 Common challenges when purchasing a property
17:09 The current economic climate and future expectations
19:07 It’s never too early to buy commercial real estate
21:09 Misconceptions in commercial real estate
23:22 Find your niche and be an expert
24:48 The Pam Goodwin Show
26:32 The best advice for passive investors
27:38 The biggest challenge in business right now
30:28 The most important to track
32:35 Pam’s daily routine and setting goals
36:14 How to reach out to Pam
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Rising interest rates are triggering a wave of unexpected capital calls from operators. In this episode, Whitney Sewell shares insider strategies for navigating this turbulent market.
Learn how expiring rate caps are straining deals, why open communication is key, and how to thoroughly evaluate any capital request before committing more funds. Sewell also offers tips for proactively managing risk through diversification and maintaining cash reserves.
Here are 3 simple takeaways from the show:
- Capital calls are often triggered by rising interest rates and expiring rate caps on floating-rate debt. This is putting pressure on many real estate deals that relied on initially lower variable rates.
- Investors must thoroughly evaluate any capital call request. They should understand the reasons behind it and ensure the operator's plan is sound before committing more funds. Open communication with the operator is also key.
- Investors can help manage risk from potential capital calls - by diversifying their portfolios, maintaining cash reserves, and conducting thorough due diligence on deals upfront. This includes understanding debt structures and risks.
Don't get caught off guard by your next capital call - tune in to get an experienced investor's take on asking the right questions and protecting your real estate portfolio from unforeseen expenses.
Timestamps:
01:25 Capital calls in the real estate market
03:00 Floating rate debt and expiring rate caps
06:59 Unexpected market conditions vs. potential mismanagement
08:15 Communication is crucial
09:04 Legal ramifications for capital stack
10:50 Make sure to have an emergency fund
11:40 Conducting thorough due diligence
12:24 Diversifying your investments
14:29 Educating yourself to be prepared
15:41 Ask questions and be proactive
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Most people think you need a high-paying job to invest, but Brian Tibbs proves otherwise. As a missionary earning just $9/hour, he and his wife grew their real estate portfolio into the millions.
How did they do it? Brian shares his "Hacker Method" - a 5-step system for maximizing your investing potential no matter your income. He'll show you how to hack your lifestyle for maximum savings and leverage the power of compound returns.
You'll also discover how Brian managed properties from 5000 miles away, built a team to scale his business, and retired from missionary work in his 30s financially independent. Now a successful investor himself, Brian wants to empower anyone to achieve financial freedom through real estate.
Here are 3 key takeaways from this episode:
- Anyone can build wealth through real estate investing: Discover Brian's book "The HACKER Method: The Unexpected Investor’s Guide to Building Wealth (Even On Limited Income)”
- Managing properties remotely through a strong team is possible: Learn how it helped Brian gain valuable leadership skills and support his mission work in South America.
- Starting early is important, but it's never too late to invest: With adequate strategies like house hacking to reduce costs and free up money, it’s always a good time to invest and secure your future.
Don't miss this inspiring story of how one couple achieved the unexpected through real estate. Learn Brian's strategies so you can build wealth on your terms too.
Timestamps:
00:00 Introduction to Brian Tibbs
03:43 Learning about real estate at 17
07:38 Buying his first duplex at 19
10:08 Owing 10 unites and becoming a missionary
18:38 Investing and developing portfolio
22:00 The 5 steps of “The Hacker Method”
30:56 House hacking to beat the system
37:12 How to build your investing muscles
39:46 Brian’s long-term vision and projections
44:27 The best advice for passive investors
45:13 The most important metrics Brian tracks
47:13 No.1 thing that contributed to Brian’s success
49:30 How to get in touch with Brian?
50:35 Merging with Frontiers
51:39 Raising money for a foundation
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
For over 30 years, Lloyd Reeb built a thriving real estate empire developing senior living communities across Canada. By conventional standards, he had achieved the dream - financial security, professional success, and assets accumulating year after year. But deep inside, Lloyd sensed there had to be more to life.
Ready to embark on a new chapter, Lloyd set out to discover his true calling and
purpose. Along the way, he helped thousands of other business leaders reassess what
really matters most. He also founded the Halftime Institute to guide professionals in
finding significance beyond surface success.
In this amazing conversation, Lloyd reflects on his unexpected journey - from narrowly
focusing on profits to prioritizing family, faith, and impact. He shares practical lessons
learned on transitioning from wealth accumulation to well-spent living. Discover the
profound questions he asks clients to realign their definition of success.
Here are 3 key takeaways from this episode:
- Find Your Second Half Purpose: Discover how Lloyd helps others realign their definition of success beyond conventional retirement.
- Infuse Your Work with Significance: Explore practical steps Lloyd takes to integrate a meaningful cause into his career beyond surface profits.
- Cultivate Life's True Assets: Learn Lloyd's framework for prioritizing relationships and well-lived experiences over accumulating wealth and status.
Ready to reevaluate your definition of a life well lived? Tune in for Lloyd's inspiring story and insights on transitioning from success to well-spent impact.
Timestamps:
00:00 Introduction to Lloyd Reeb
03:09 Lloyd's commercial real estate background
08:18 Focusing on senior living
10:20 Getting married and taking risks
14:36 Organizing financial assets in case of unexpected death
20:18 Entrepreneurship of your life, not just capital
25:53 The story of Patrick Kelly
29:50 The beginning of Halftime Institute and its goals
36:10 The parable of the soil
38:45 A roadmap to finding your purpose
42:03 Lloyds personal board and its members
44:25 Where to find Lloyd Reeve
FOLLOW LLOYD ON:
https://lloydreeb.org/author.htm
https://www.linkedin.com/in/lloydreeb/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Looking for insights on real estate technology, navigating a demanding career, and achieving work-life balance? In this milestone 2000th episode of the Real Estate Syndication Show, we were honored to host real estate tech icon Spencer Rascoff. Rascoff, the co-founder and former CEO of Zillow, shared invaluable knowledge from his entrepreneurial journey, offering insights for anyone looking to build a successful business and a fulfilling life.
.Spencer reflects on his journey with Zillow, discussing the company's expansion to more than 4,500 employees and its notable market capitalization. He emphasizes the importance of balancing his professional accomplishments with his family life, even amidst a demanding career. Additionally, Spencer highlights his commitment to continuous learning, especially with emerging technologies like AI, stressing the value of surrounding oneself with experts and embracing experimentation with new tools.
Here are 3 key takeaways from this episode:
- The Power of a "Career Mirror": Find someone who will challenge you and help you reassess your professional path.
- Found Your Passion? Build a Culture Around It: Align your company mission with your values and prioritize servant leadership to cultivate a thriving work environment.
- Continuous Learning is Key: Stay ahead of the curve by embracing new technologies like AI and surrounding yourself with knowledgeable people.
This episode is a must-listen for anyone in real estate, tech, or anyone seeking to achieve a fulfilling and successful life. Don't miss Spencer's insights and inspiration!
P.S. We've moved from daily to weekly episodes to deliver higher-quality content with prominent guests like Spencer. Stay tuned for more!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you considering a career change in the real estate industry? Today's episode of the Real Estate Syndication Show features Chris Finlay and Nick Elder, who share their valuable insights and practical tips for navigating career transitions in this dynamic field.
Our first guest, Nick Elder, shares his inspiring tale. Witnessing a twist of fate when he was laid off from a lucrative pharmaceutical sales job, Nick embraced the challenge and transitioned into real estate. Through unwavering resilience and strategic networking, he found himself spearheading investment relations and capital raising at Ironton Capital. Nick's story illuminates the power of resilience and the hidden opportunities nestled within career setbacks.
Later in the show, Chris Finley, with over four decades of experience, shares his remarkable journey from pilot to successful real estate entrepreneur. He highlights his firm's evolution from brokerage to multifamily properties, with a recent pivot to senior living driven by demographic shifts and COVID-19 impacts. Despite operational challenges, Chris emphasizes the growth potential and value of discounted assets in senior living investments.
Here are 3 key takeaways:
- Embrace Change: Both Nick and Chris exemplify the power of adaptation in the face of adversity or evolving market dynamics.
- Network Strategically: Networking isn't just about making connections; it's about cultivating meaningful relationships that can open doors to unforeseen opportunities.
- Seize Opportunities: Whether it's a career transition or an investment pivot, success often stems from recognizing and seizing the right opportunities at the right time.
Looking to build wealth through real estate? Subscribe to the Real Estate Syndication Show for expert advice and inspiring stories. Explore investment opportunities and kickstart your wealth-building journey at lifebridgecapital.com.
Until next time, keep learning, keep networking, and keep building wealth in real estate!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Thinking of scaling your multifamily portfolio? Managing thousands of units can be a logistical nightmare. But what if there was a way to achieve greater efficiency and profitability without the burden of internal property management?
In this episode of The Real Estate Syndication Show, guest host Lance Pederson dives deep with Bryan Pritchard, founder and CEO of Tricap Residential Group, who boasts over $500 million in real estate transactions and manages a massive portfolio of 3,100+ units.
Here are 3 key takeaways to help you decide if outsourcing property management is the right move for your real estate business:
- The Power of a Strong Asset Manager: Bryan emphasizes the importance of a skilled asset manager to oversee outsourced property management firms. Just like a general guiding their troops, a strong asset manager ensures your properties are managed according to your investment goals.
- Market Forces and Strategic Decisions: Market conditions significantly impact real estate decisions. Bryan discusses how current market dynamics influenced his decision to scale back his acquisitions team. His insights highlight the need to consider factors like capital availability, buyer-seller expectations, and financing structures when making strategic adjustments.
- Building Trust and Long-Term Success: Real estate is a marathon, not a sprint. Bryan stresses the value of building strong relationships and cultivating a reputation for transparency and performance. This long-term approach fosters trust with investors and positions your firm for continued success.
To connect with Bryan Pritchard and the Tricap Residential Group, visit their website at https://tricapres.com/. Additionally, you can find Bryan Pritchardon LinkedIn to connect directly and learn more about their initiatives and offerings.
Remember to hit the Like button and subscribe to The Real Estate Syndication Show! Life Bridge Capital is your ally in smart real estate investment. We provide you with the expertise and tactics needed to create enduring wealth. Don't miss our next episode for even more invaluable tips!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you interested in scaling your real estate business but feeling overwhelmed by the challenges? This episode of the Real Estate Syndication Show dives into the inspiring journeys of two highly successful real estate professionals, Stas Grinberg and Shawn DiMartile. Both veterans, they've leveraged their unique skillsets and adapted to overcome obstacles, building thriving multifamily empires.
Here are 3 key takeaways you can't miss:
- Location, Location, Location (and Persistence): Stas Grinberg's story emphasizes the importance of proximity to your investments. His early struggles managing properties remotely highlight the value of boots-on-the-ground involvement.
- Integrity Builds Trust: When a challenging deal went south, Stas and his partner prioritized investor well-being. Repaying investors out of pocket, despite the hardship, earned them unwavering loyalty and transformed investors into brand ambassadors.
- Adaptability is Key: Shawn DiMartile demonstrates the power of embracing change. By capitalizing on San Diego's recent ADU regulations, he unlocked new investment opportunities by converting single-family homes into multi-unit properties. This innovative approach highlights how understanding and adapting to local market dynamics can be a game-changer.
Tune in for the full episode of the Real Estate Syndication Show to hear the inspiring stories of Stas Grinberg and Shawn DiMartile. These episodes are packed with valuable advice for real estate investors of all experience levels.
https://lifebridgecapital.com/2023/08/22/managing-3100-units-of-multifamily-units-stas-grinberg/
https://lifebridgecapital.com/2023/08/23/successful-investing-in-california-with-accessory-dwelling-units-shawn-dimartile/
Thinking about Investing in Real Estate Syndications? Life Bridge Capital offers opportunities for investors to build wealth in real estate. Consider reaching out to learn more about our investment options.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Can a Strong Company Culture Be the Key to Success in Real Estate Syndication?In the real estate syndication industry, where competition is fierce and investor trust is paramount, building a strong company culture can be a major differentiator. In this episode of The Real Estate Syndication Show, guest host Lance Pederson talks with Ivan Barrett, founder and CEO of BAM Companies, a five-time Inc. 5000 honoree.
Here are 3 key takeaways to help you build a thriving syndication business:
- People-First Culture Fuels Growth: Ivan, a seasoned syndicator emphasizes that a strong company culture built on valuing employees is the key to his success. By prioritizing employee satisfaction, BAM Companies has fostered a loyal team that translates into value for their properties.
- Empowerment Breeds Efficiency: BAM Companies empowers its team, including maintenance supervisors and property managers, to work collaboratively. This, coupled with investing in technical skills like HVAC maintenance, allows them to save costs and streamline operations.
- Culture Attracts Capital: Ivan's commitment to building a positive and supportive work environment fosters trust with investors. This strong company culture has been a key differentiator, attracting a growing investor base primarily through referrals.
Visit https://thebamcompanies.com/ to explore BAM Companies and Lifebridgecapital.com to start investing in real estate today. Don't forget to like, subscribe, and share The Real Estate Syndication Show with friends interested in building wealth through real estate!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Do you want to build a successful career in commercial real estate syndication? It's not just about finding the hottest deals and crunching numbers. The most thriving businesses are built on strong relationships, a willingness to learn from mistakes, and a forward-thinking mindset.
In this episode of the Real Estate Syndication Show, we revisit insightful moments from our recent interviews with industry leaders David Hansel and Ben Reinberg. They share insights into how success in real estate syndication transcends mere numerical analysis. Building strong relationships, cultivating the right mindset, and fostering a strategic approach are all identified as crucial elements for long-term achievement.
Here are 3 essential takeaways:
- Building long-term relationships is crucial for success in commercial real estate. David Hansel demonstrates this through his focus on patience, active listening, and open communication, leading to successful capital raising and deal-making.
- View failures as opportunities for growth. Entrepreneur Ben's journey shows how taking risks and learning from setbacks can pave the way for future success.
- Think strategically by slowing down. In a fast-paced environment, Ben highlights the importance of careful analysis and decision-making for better business outcomes.
Remember success in real estate syndication goes beyond the numbers. It's about building trust, fostering relationships, and adopting the right mindset.
Looking to invest in commercial real estate? Visit lifebridgecapital.com to start your journey today.
For more information on our guests:
- David Hansel - Lucerne Capital Partners and Alpha Funding: lucernecapital.com
- Ben Reinberg - Medical Office Investments: alliancecgc.com
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Considering real estate syndication or revamping your property management strategy? This episode of the Real Estate Syndication Show is packed with valuable insights from Grant Warrington, a social media savvy investor and property management expert. Grant's experience highlights the importance of having a reliable local network to streamline property management.
Here are 3 key takeaways to help you build wealth in real estate:
- Maximize Your Network with Social Media: You can significantly grow your professional network and open up career opportunities by actively engaging on social media, utilizing tools for automation, and consistently sharing engaging content.
- Simplify Content Creation: Streamline your content production by batching work and delegating editing tasks, freeing up your focus for more strategic endeavors and efficient content generation.
- Efficiently Manage Rentals Remotely: By appointing a local contact and leveraging established connections, you can successfully oversee rental properties from a distance, optimizing your investment strategy.
Connect with Grant on Instagram at @grantwarrington and explore his course, the Apartment Buying Blueprint, at apartmentbuyingblueprint.com.
Don't forget to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate investing. Visit lifebridgecapital.com to start your journey today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are You Facing Challenges in Today's Real Estate Market? Learn How Leading Firms Adapt and Thrive. In this episode of the Real Estate Syndication Show, guest host Lance Pederson talks with industry leader Gideon Pfeffer, CEO of GSH Real Estate. Gideon shares his experience managing a multi-million dollar portfolio through a period of rising interest rates and a post-pandemic landscape.
3 Key Takeaways to Help You Succeed:
- Prioritize Company Culture: Build a strong, resilient team that can weather market fluctuations.
- Proactive Communication is Key: Keep investors informed about market shifts and potential impacts.
- Negotiate and Adapt: Be prepared to work with lenders and investors to find solutions for existing projects.
Gideon Pfeffer's leadership style, characterized by humility, a commitment to learning, and a focus on relationships – is a valuable lesson for all real estate professionals.
To learn more about Gideon Pfeffer and GSH Real Estate, visit their website at GSH Real Estate website: www.gshrealestate.com or contact Gideon directly at Gideon@gshrealestate.com.
For more valuable insights on becoming a savvy real estate investor, subscribe to the Real Estate Syndication Show and consider investing with Life Bridge Capital.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Leveraging capital is a cornerstone of successful real estate investing, but traditional methods can be expensive and limit buying power. This episode of the Real Estate Syndication Show explores a revolutionary approach with Christopher Gill, founder of FiTerra.
Christopher emphasizes the importance of exploring niche real estate investment strategies. Following the herd mentality can limit opportunities. The greatest profits often lie in less saturated markets.
3 Key Takeaways on Doubling Your Buying Power in Real Estate
- Build a Bigger, More Tax-Efficient Portfolio: Discover financing strategies that let you acquire significantly more real estate while maximizing tax advantages through efficient ownership structures.
- Enjoy Flexibly with Streamlined Transactions: Explore financing options that offer flexibility and ensure a smooth experience by mimicking traditional property transactions.
- Invest Smarter with Tax Advantages: Learn about innovative structures that create a more tax-efficient ownership model for your properties, boosting your bottom line.
To learn more about how innovative financing can transform your real estate portfolio, visit FiTerra's website at fiterra. co to explore their live underwriting tool and see how FiTerra can supercharge your real estate investing journey. You can also connect with Christopher Gill on LinkedIn.
Don't forget to like, subscribe, and share the Real Estate Syndication Show! Help your friends learn how to build wealth through real estate. To start investing today, head over to lifebridgecapital.com.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Thinking about adding land flipping to your investment portfolio? This episode of the Daily Real Estate Syndication Show equips you with the knowledge to thrive in this evolving market. We welcome Travis King, a seasoned land-flipper with a successful track record across 29 states.
Travis outlines strategies for selecting profitable land deals, advocating a targeted approach over broad tactics and emphasizing the value of unique property features. He advises on adapting marketing strategies within current laws, highlighting efficient channels and the importance of tracking performance metrics. He also shares predictions on the land market's future, considering interest rates and buyer behavior, providing a succinct roadmap for investors.
Here are 3 key takeaways you won't want to miss:
- Targeted Deal Flow: Forget the "spray and pray" approach. Travis emphasizes the importance of strategic deal sourcing, focusing on specific criteria like subdividable acreage, waterfront access, and multiple road boundaries.
- Adapting Marketing Strategies: The landscape of outbound marketing is constantly evolving. Learn from Travis' experience with direct mail, texting, and other channels, and remember to track key metrics like cost per lead and acquisition.
- Building Relationships & Consistency: It's not all about the quick flip. Travis highlights the power of one-on-one relationships and consistent effort for long-term success in land investing.
Grab your copy of "The Land Investor's Playbook" by Travis King for just $0.99 on Amazon, where you'll find invaluable insights that are an absolute steal. For those looking to dive deeper into Travis's expertise and explore his extensive training programs, be sure to visit TravisKing.com or explore "The Land Investor's Playbook.
Don't forget to like and subscribe to the Real Estate Syndication Show! And for those ready to unlock the wealth-building potential of real estate, visit lifebridgecapital.com to start investing today.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Is Land Investing a Lucrative Path to Building Wealth? In this episode of the Real Estate Syndication Show, we explore the world of land investing with Travis King, the founder of Land Investing Mastery. King boasts an impressive track record, having flipped land in a staggering 29 states and completed hundreds of personal and joint venture flips alongside his wife, Becca. With over 1,300 one-on-one coaching calls and a mastermind community generating seven figures from land investing, Travis is a leading authority in this niche.
King sheds light on the crucial relationship between marketing spend and deal flow, emphasizing the importance of consistent marketing efforts to achieve a 1% response rate. He also dives into the evolution of a land flipper into a land investor, highlighting the potential for land to generate significant cash flow that can be re-invested into other asset classes for long-term wealth creation.
Key Takeaways:
- Master the Flip, Scale for Holdings: Learn how to transition from land flipping for quick profits to building a portfolio of land investments that generate passive income.
- Data-Driven Decisions: Discover powerful tools like MapRite and Land Vision to identify profitable land deals and make informed investment choices.
- Relationship & Market Savvy: Unlock the secrets to finding motivated sellers, understanding market dynamics, and negotiating winning land investment deals.
Grab your copy of "The Land Investor's Playbook" by Travis King for just $0.99 on Amazon, where you'll find invaluable insights that are an absolute steal. For those looking to dive deeper into Travis's expertise and explore his extensive training programs, be sure to visit TravisKing.com or explore "The Land Investor's Playbook
Don't forget to like and subscribe to the Real Estate Syndication Show! And for those ready to unlock the wealth-building potential of real estate, visit lifebridgecapital.com to start investing today.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you struggling to stand out in a crowded real estate market? Building a powerful personal brand can be the key to attracting clients, building trust, and ultimately achieving business success. In this episode of the Real Estate Syndication Show, we explore the importance of personal branding for real estate agents with industry expert Treva Bloom, CEO and founder of Bloom Personal Branding.
Here are 3 key takeaways to build your real estate personal brand:
- Beyond the Resume: Branding is About YOU. Personal branding isn't just about listing your achievements. It's about showcasing your personality, values, and what makes you unique.
- Strategic Communication: Building Your Visual Identity. Your brand goes beyond words. Choosing the right colors, fonts, logos, and high-quality photos creates a cohesive and professional image that reflects your brand personality.
- Connecting Through Social Media: Be present where your audience is! Utilize platforms like Facebook and Google Business to share valuable content, showcase your expertise, and connect with potential clients.
Treva's expert advice empowers you to develop a real estate personal brand that builds trust, strengthens relationships, and ultimately drives business success.
Visit Treva's website, bloompersonalbranding.com, to explore her services and book a free consultation.
Don't forget to like and subscribe to the Real Estate Syndication Show! And for those ready to unlock the wealth-building potential of real estate, visit lifebridgecapital.com to start investing today.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you interested in achieving higher returns through real estate syndication? Then you need to master the art of structuring your capital stack. In this information-packed episode of The Real Estate Syndication Show, host Whitney Sewell chats with Julian Vogel, Fund Manager at Colonial Hills Capital, and Ted Rose from Rose Financial Solutions.
Julian Vogel and Ted Rose share insights on real estate syndication and back-office management. Julian discusses strategies for aligning capital stacks and navigating market challenges with creative debt and equity solutions, emphasizing neutral leverage for cash flow. Ted underscores the importance of robust back-office operations, covering financial management to technology, and touches on strategic decisions like hiring a CFO or engaging third-party services. Their combined expertise offers a blueprint for success in real estate investments and business growth.
3 Key Takeaways:
- Strategic Capital Stack Design: Align your debt and equity structure with each deal's unique requirements to maximize profitability.
- Creative Solutions for Challenging Markets: Leverage innovative financing options like agency debt to maintain deal viability in a competitive environment.
- Optimizing Back Office Operations: Implement a robust FAS system or utilize a third-party service to streamline back-office functions for business growth.
Visit lifebridgecapital.com to start investing with us today. Don't forget to like, subscribe, and share this episode with anyone serious about building wealth through real estate syndication. Keep learning and growing on your real estate journey!
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Looking to maximize your exit strategy in real estate syndication while making a significant charitable contribution? This highlight episode of the Real Estate Syndication Show explores the powerful strategies that achieve both, with the added bonus of tax benefits!
Eric Most from the National Christian Foundation reveals how you can maximize your real estate exit strategy and make a lasting charitable impact. Learn how gifting appreciated real estate before selling unlocks a triple tax benefit, reducing your tax burden and boosting your donation. Explore the world of impact investing, aligning your giving with your values while potentially generating tax-free returns to fuel future contributions. Break free from the 1031 exchange cycle with strategic gifting and explore options for maximizing your financial benefits through donor-advised funds or supporting organizations. Remember, strategic giving allows you to make a real difference while strengthening your bottom line.
Here are 3 key takeaways to maximize your real estate exits and charitable impact.
- Maximize your exit and charitable impact: Don't just sell your real estate! Gifting appreciated assets before selling unlocks a triple tax benefit: boost your donation value, reduce your tax bill, and avoid depreciation recapture.
- Invest in what matters, tax-free: Impact investing lets you align your charitable giving with your values. Support causes you care about, like faith-based initiatives, while potentially generating tax-free returns that fuel your future giving.
- Break free from the 1031 exchange cycle: There's an escape! Gifting your real estate to a donor-advised fund or supporting organization lets you bypass capital gains tax and depreciation recapture without waiting to sell.
To explore the potential benefits of these strategies for your real estate syndication efforts, consider discussing with NCF or your CPA. Additionally, by visiting lifebridgecapital.com, you can begin investing in real estate, thereby making a lasting difference.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome to the Real Estate Syndication Show! This episode explores broadening your investment portfolio with insights from expert guests Steve Suh & Kyle Kuderewski. We discuss diversifying investments through traditional real estate syndications and the emerging digital real estate market, including online businesses and SaaS platforms. They highlight the significance of community, due diligence, and strategic navigation in both areas, offering perspectives on expanding investment horizons for potential returns.
First up is Steve, a seasoned investor in over 50 real estate syndications, ranging from self-storage to Broadway shows. He shares his journey from ophthalmology to passive investing, highlighting the importance of community through his Left Field Investors group. His book, "Avoiding Rookie Errors as a Left Field Investor," serves as a guide for newcomers.
Then, we have Kyle Kuderewski of Webstreet, who introduces the emerging field of digital real estate. With Webstreet, investors can dive into online businesses, benefiting from quarterly dividends and sale profits under experienced operators' management. Kyle stresses the importance of due diligence in this rapidly evolving sector.
Key Takeaways:
- Real Estate Syndications Offer Diversification: Invest in various assets like multifamily, self-storage, and even Broadway shows through syndications.
- Digital Real Estate: A New Asset Class: Invest passively in online businesses like websites and SaaS platforms through platforms like Webstreet.
- Due Diligence is Key: For both real estate syndications and digital assets, research the operator's track record and investment strategy.
Don't forget to like, subscribe, and share the Real Estate Syndication Show! Consider investing with us at Life Bridge Capital and explore the exciting world of alternative investments!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this episode of the Real Estate Syndication Show, tax attorney Brian Boyd shares insights on real estate tax strategies. Learn how to leverage cost segregation, short-term rental deductions, and tax extensions to maximize deductions and minimize your tax burden. Brian also shares his market predictions and emphasizes the importance of data-driven investing and giving back to the community.
Key takeaways:
- Build a Strong Tax Team: Partner with a tax attorney and CPA to navigate complex tax issues in real estate investing.
- Unlock Tax Savings with Cost Segregation: Significantly accelerate depreciation and reduce tax burdens with cost segregation studies. (Example: $30,000 deduction on a $100,000 property in year one!)
- Master the Short-Term Rental Loophole: Even without real estate professional status, deductions can be claimed on short-term rentals.
- Seek Expert Tax Advice: Don't be afraid to ask questions! There are always tax solutions – find a qualified professional to guide you.
- Tax Extensions are Normal: Don't panic! Filing extensions provide more time for accurate tax preparation and are not flagged by the IRS.
- Real Estate Market Insights: Interest rates are expected to normalize, and investment opportunities remain strong. Market data analysis and disciplined investment strategies are key.
- Give Back to Your Community: Consider following Brian's example of converting part of your portfolio to Section 8 housing to provide quality homes to those in need.
Connect with Brian Boyd on social media at @BrianTBoyd on both Instagram and TikTok. Don't miss his upcoming seminar at Nashville School of Law on April 20th. Additionally, explore his insights in the book "Replace Your Income: A Lawyer's Guide to Finding, Funding, and Managing Real Estate Investments," available for purchase on Amazon.
For more wealth-building real estate insights, subscribe to the Real Estate Syndication Show. Start investing today by visiting lifebridgecapital.com.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Are you a real estate investor hesitant to tackle the complexities of taxes? You're not alone. Taxes can feel intimidating, but what if they were a powerful tool to accelerate your wealth building journey?
In this episode of the Real Estate Syndication Show, we explore this concept with expert real estate attorney Brian Boyd. With nearly 18 years of experience, Brian sheds light on the tax advantages often overlooked by real estate investors.
Key Takeaways:
- Taxes as a Tool, Not a Threat: Brian flips the script on taxes, urging listeners to view them as an opportunity, not a burden. Real estate offers a treasure trove of deductions and tax breaks waiting to be harnessed.
- Master the Tax Code: Understanding tax laws empowers you to make informed decisions. Brian emphasizes the importance of learning the code and using it to your advantage for wealth creation.
- Don't Fear Audits: Brian debunks the myth that claiming deductions triggers red flags. As long as you stay within legal boundaries, confidently claim what you deserve.
- Assemble Your Tax Dream Team: Brian highlights the importance of a skilled tax strategist on your side. Look for a real estate-focused lawyer or CPA who can provide year-round guidance and strategize with you.
- The Wealthy Mindset: Brian sheds light on the mindset of successful investors. They view money as a tool and prioritize assets that generate returns and tax benefits. Owning a home isn't always the best strategy! Consider Brian's anecdote about a wealthy friend who leverages rentals to free up capital for more lucrative investments.
Know someone who wants to build wealth through real estate? Share this episode of the Real Estate Syndication Show with them! Don't forget to visit lifebridgecapital.com to explore investment opportunities and start building your real estate wealth today!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Are Mobile Home Parks Right for Your Passive Investment Portfolio? Thinking about diversifying your investments beyond traditional real estate? Join us in today's episode of the Real Estate Syndication Show, as we continue our discussion with Tyler Lekas, who dives into mobile home park investing, a potentially lucrative option for passive investors.
Tyler shares his perspective on investing during potential economic downturns, forecasting a recession within the next year. His approach focuses on conservative investments with immediate strong cash flow and securing assets at prices that offer room for market fluctuations. Beyond financial strategies, he emphasizes the importance of personal well-being, with regular combat sports practice aiding in maintaining mental clarity and resilience. His unique philanthropic efforts concentrate on assisting individuals within his network, enabling him to directly observe the impact of his generosity.
Key Questions for Evaluating Mobile Home Park Investments:
- Vacancy Rates and Occupancy Strategies: How many mobile home lots are currently vacant? Does the operator have a plan to fill them? Understanding the costs and logistics of moving into new homes, including financing, permits, and physical setup, is crucial.
- Public vs. Private Utilities: Does the park rely on public utilities or manage its own? Private utilities can significantly impact future expenses and regulations.
- Park-Owned Homes: Assess the condition and age of any mobile homes owned by the park. The strategy for converting them to tenant-owned can greatly affect cash flow and overall returns.
To learn more about investment opportunities with MCHI Group, connect with Tyler Lekas on LinkedIn or reach out via email at tyler@mhcigroup.com
Don't forget to like, subscribe, and share the Real Estate Syndication Show! Ready to unlock the potential of real estate investing? Visit lifebridgecapital.com to start your journey today.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Looking for Unique Real Estate Investment Opportunities? Discover the high-potential niche of mobile home park investing, a unique alternative that might just align with your investment goals. In this Real Estate Syndication Show episode, join us as we delve into this intriguing option with Tyler Lekas from MCHI Group. With his expertise in finance and manufactured housing, Tyler unveils the reasons mobile home parks stand out as a singular opportunity for savvy investors.
Tyler explores the investment appeal of mobile home parks, driven by their limited supply and the land appreciation aspect, alongside providing affordable housing options. Despite facing challenges such as strict zoning laws and property management complexities, his adoption of standardized procedures and digital tools effectively addresses these issues.
Key takeaways:
- Mobile home parks offer a unique investment opportunity due to decreasing supply, land ownership benefits, and affordable housing options.
- Investors can benefit from stable cash flow and potential appreciation in value.
- Challenges include zoning regulations, tenant management, and legal battles.
To learn more about investment opportunities with MCHI Group, connect with Tyler Lekas on LinkedIn or reach out via email at tyler@mhcigroup.com
Don't forget to like, subscribe, and share the Real Estate Syndication Show!
Ready to unlock the potential of real estate investing? Visit lifebridgecapital.com to start your journey today.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Land Flipping or Multi-Tenant Flex Industrial? This Highlight Episode of The Real Estate Syndication Show reveals the winning strategies! We get exclusive advice from successful professionals Peter Reese and Grant Reaves, who delve into two exciting real estate niches: land flipping and multi-tenant flex industrial investing.
Land Flipping with Pete Reese: Pete shares his data-driven strategy for flipping vacant land parcels. He uses direct mail marketing (50,000 letters monthly) and leverages tools like DataTree and Pat Live to streamline the process. Pete emphasizes the importance of a quick turnaround and highlights a recent deal where he bought a property for $60,000 and sold it for $175,000 in just weeks.
Multi-Tenant Flex Industrial with Grant Reaves: Grant discusses his transition from self-storage to flex industrial real estate due to the latter's low supply, high demand, and resistance to remote work trends. He emphasizes buying below replacement cost and highlights the benefits of cash flow from day one. Grant advises investors to focus on supply/demand metrics and debt structures like fixed-rate loans for stability.
Takeaways:
- Land flipping can be lucrative with a data-driven approach and a streamlined system for handling leads.
- Multi-tenant flex industrial real estate offers attractive opportunities due to low supply, high demand, and resilience in a work-from-home environment.
- Real estate investors can achieve success in diverse niches by understanding market trends and implementing strategic approaches.
Subscribe to The Real Estate Syndication Show and share it with others interested in real estate investing, and for more information on real estate investment opportunities, visit lifebridgecapital.com.
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Looking to leverage your real estate holdings and other assets for a greater good? This episode of the Real Estate Syndication Show dives deep into impactful charitable giving strategies with Eric Most from the National Christian Foundation (NCF).
Here are 3 key takeaways to maximize your charitable contributions:
- Don't Just Donate Cash, Leverage Assets: Eric reveals a powerful truth: most of our wealth (around 90%) sits in assets, not cash. NCF specializes in helping you convert appreciated assets like stocks into impactful charitable donations. This allows you to deduct the full value without capital gains taxes, maximizing your giving power compared to using post-tax cash.
- Real Estate for Charitable Giving: Real estate can be a strategic tool for philanthropy. Eric explains how donating a portion of a property to NCF before a sale can lead to significant tax benefits while supporting your chosen causes. NCF can manage these assets, using the generated income for charitable purposes.
- Creative and Personalized Giving: Eric's inspiring story showcases the power of creative giving. He used NCF for his wedding registry, directing well wishes towards missions instead of receiving traditional gifts. He also shares valuable insights on avoiding common mistakes in charitable giving, especially after selling a business or real estate.
Remember, it's not just about financial gain, it's about making a difference. Listen to the full episodes below to learn more about impactful giving strategies.
https://lifebridgecapital.com/2024/02/01/how-can-i-make-a-bigger-impact-eric-most/
https://lifebridgecapital.com/2024/02/01/how-to-be-faithful-steward/
Ready to invest in real estate and make a positive impact? Visit lifebridgecapital.com to explore investment opportunities and start your journey toward financial success with a philanthropic purpose.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this episode of The Real Estate Syndication Show, guest host Jim Pfeifer discusses the strategies for 1031 exchanges with expert Dave Foster. A powerful tool for savvy investors, 1031 exchanges allow you to defer capital gains taxes on property sales, maximizing your financial potential. Dave also shares insights from his book, "Lifetime Tax-Free Wealth: The Real Estate Investor's Guide to the 1031 Exchange."
Dave Foster breaks down the 1031 exchange process, highlighting the key steps: utilizing a qualified intermediary, adhering to strict timelines, and maximizing tax deferral. He even addresses potential legislative changes and the risks of the "lazy 1031" approach compared to the benefits and control offered by a true 1031 exchange.
Embrace the Power of the "Four D's":
- Defer: Learn how 1031 exchanges allow you to indefinitely postpone paying taxes on your investment property profits.
- Diversify: Discover how to adapt your portfolio to changing markets and life stages using 1031 exchanges.
- Defer Again: Repeat the deferral process, building wealth and passing it on tax-free to heirs.
- Die: With a strategic 1031 exchange plan, your wealth can transfer to future generations with minimal tax impact.
Visit the1031investor.com for valuable resources, calculators, and access to Dave's book. Become a savvy real estate investor by learning from the best. Subscribe to the show and consider partnering with Life Bridge Capital to jumpstart your real estate wealth journey today.
Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network, and deal flow for its members. For more information, you can visit www.leftfieldinvesor reach out to Jim via email at jim@leftfieldinvestors.com.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode of the Real Estate Syndication Show, we continue our conversation with Tom Dunkel of Bellrose Storage Group, delving into essential strategies for passive investors aiming to craft stable and lucrative portfolios. Tom underscored the importance of defining clear investment objectives and introduced the SAFE methodology (Sponsor, Asset, Financials, and Exit strategy) to guide investors through the volatile economic landscape. Highlighting the significance of informed decision-making, continuous learning, and strategic networking, Tom shared insights into navigating the realms of alternative investments for long-term success.
Key takeaways:
- Define Your Investment Goals: Cash flow, growth, or capital preservation? Knowing your goals is crucial for selecting the right investment opportunities. Don't be afraid to pass on deals, even from trusted sources, if they don't align with your strategy.
- The SAFE Method: Sponsor, Asset, Financials, Exit. Use this framework to thoroughly evaluate potential investments. Download Bellrose Storage Group's free e-book for a comprehensive list of questions in each area.
- Take Action Despite Uncertainty: Don't let fluctuating interest rates or inflation paralyze you. Actively seek out deals that meet your goals and leverage the SAFE method for informed decisions.
To discover more about Tom Dunkel, Bellrose Storage Group, and their investor network, consider visiting their website at www.belrosestoragegroup.com. Additionally, if you're interested in expanding your wealth through real estate, the Real Estate Syndication Show offers numerous strategies and can be a valuable resource. For those ready to begin their investment journey, https://lifebridgecapital.com/ is the place to start.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Are you seeking insights into successful real estate investing? In today's episode of The Daily Real Estate Syndication Show, we welcome Tom Dunkel, Belrose Storage Group's Managing Director and Chief Investment Officer. With a vast experience of over 30 years in real estate and corporate finance, Tom shares his journey from overcoming corporate setbacks to achieving entrepreneurial success in real estate. His story highlights the essence of resilience and the importance of learning from adversity, offering valuable lessons for anyone looking to navigate the complexities of the real estate industry.
During our discussion, Tom introduced the SAFE method, a strategic due diligence framework designed to analyze alternative investment opportunities, emphasizing Sponsor, Asset, Financials, and Exit. This approach underlines the necessity of meticulous evaluation in real estate investments, from vetting sponsors to planning exit strategies. Tom also touched on the importance of transparency and active involvement in passive investing, providing a sneak peek into Belrose Storage Group's latest ventures in self-storage facilities.
Takeaways:
- Resilience and continuous learning are key to overcoming challenges and succeeding in real estate.
- The SAFE method is a crucial framework for evaluating real estate investments effectively.
- Transparency and active involvement are essential in passive investing.
- Exploring strategic investment opportunities, like those offered by Belrose Storage Group, can significantly enhance your portfolio.
Explore investment opportunities with Belrose Storage Group by visiting their website belrosestoragegroup.com and accessing their investor portal.
Learn more about building wealth through real estate syndications by subscribing to the Daily Real Estate Syndication Show. Visit lifebridgecapital.com to start investing today.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Rising interest rates are shaking up commercial real estate (CRE). Guest host Alina Trigub had the pleasure of speaking to Mike Zlotnik (TF Management Group), they explored the challenges and strategies needed to thrive in this environment
Mike offers insights into the impact of rising interest rates on commercial real estate, urging caution as transactions slow in 2023. With banks reducing loans, there's a shift towards equity investments and alternative financing like mezzanine debt, essential for troubled projects. Investors must assess risks carefully. Heading into 2024, the focus remains on cautious investment, high-rate lending, and the potential for valuable buys later in the year.
Key Takeaways:
- Market cautious in 2023: Fewer deals due to uncertainty.
- Debt down, equity up: Banks are lending less, so explore private credit solutions.
- Rescue capital emerges: Mezzanine financing & preferred equity can save struggling projects. (Investors: Do your due diligence!)
- 2024: Cautious optimism: Expect higher lending rates and opportunities in mezzanine financing.
- Deep value buys possible later in 2024: Attractive for investors seeking value and tax benefits (bonus depreciation).
Subscribe for more real estate investment insights and contact LifeBridge Capital with your questions or suggestions for future interviews. Join us on our journey to becoming savvy real estate investors!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
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Are you looking to enhance your real estate investment strategies? Listen to the latest episode of the Daily Real Estate Syndication Show featuring David Tupin, a notable multifamily real estate syndicator and entrepreneur from Austin, Texas. Discover how David went from buying his first property at 20 to managing over $120 million in commercial multifamily properties by age 28. Learn about his innovative approach to deal structuring, like selling telecom leases to boost investment returns, and his venture, Real Estate Lab, which offers essential tools for multifamily acquisitions and asset management.
David discusses the current market outlook, predicting cautious times ahead with challenges for recent deals. He shares insights on raising over $20 million in capital through strong relationships and compelling narratives. Also, find out how David leverages social media to connect with investors and source deals, and his commitment to mentoring aspiring real estate professionals.
Key Takeaways:
- Innovative Deal Strategies: Unlock the potential of creative deal structuring for better returns.
- Market Insights: Prepare for the market's ups and downs with David's analysis.
- Raising Capital: Learn how to attract investors through strong relationships and engaging stories.
- Leveraging Social Media: Use platforms like Instagram to widen your investor network and find new opportunities.
- Educational Resources: Tap into David's expertise and Real Estate Lab for your investment journey.
For those interested in exploring more about David's strategies or Real Estate Lab, reach out to him via Instagram @realestatejedi or visit www.realestatelab.com.
Remember to like, subscribe, and share the show with anyone interested in growing their wealth through real estate. Start investing with us at lifebridgecapital.com.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Looking to diversify your investment portfolio and build passive income? This episode of The Real Estate Syndication Show is packed with valuable insights for both aspiring and experienced investors.
We kick things off with franchising expert Kim Daly, America's top franchise consultant. Kim dives beyond the stereotypical fast-food franchises, revealing a world of low-investment, high-margin opportunities in the booming home service sector. Learn how to find the perfect franchise that aligns with your goals and leverage Kim's free consulting services to navigate the process.
Next, we shift gears to multifamily real estate investing with JP Albano, a tech-sales professional turned real estate success story. JP shares his journey to building passive income through apartment investing. He emphasizes the importance of treating tenants with exceptional service, creating a win-win situation for everyone involved.
Key takeaways you won't want to miss:
- Explore alternative franchises: Uncover lucrative opportunities in home services with Kim Daly, America's Top Franchise Consultant.
- Build a thriving rental business: Learn JP's successful multifamily strategy that benefits tenants, investors, and operators.
- Navigate economic shifts: Gain expert advice on adapting your approach and maintaining transparent communication during market changes.
Ready to take action? Visit lifebridgecapital.com to learn more about real estate investing opportunities.
Don't forget to like and subscribe to The Real Estate Syndication Show! Share this episode with friends interested in building wealth through real estate.
Our guest host today is Jim Pfeifer, Founder & CEO of Left Field Investors, leading a community pursuing financial freedom through passive investments in real assets that generate cash flow. Furthermore, the community collaborates to offer education, networking, and deal flow for members. For more information, visit www.leftfieldinves.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Are you considering real estate syndication as a path to building wealth? It offers exciting opportunities, but also comes with crucial decisions for Limited Partners (LPs). A common point of concern: capital calls.
In this episode of the Real Estate Syndication Show, we bring you expert insights from Aleksey Chernobelskiy to help you navigate capital calls with confidence. Aleksey's guide for LPs on capital calls stresses assessing available funds, understanding legal implications of non-compliance, evaluating investment performance, and confirming it's the final call. He highlights the necessity of thoroughness and asking insightful questions to make informed decisions.
Here are some key takeaways:
- Make Quick, Informed Decisions: Respect the General Partner's (GP) time by asking insightful questions to understand the deal's risk-reward profile. Utilize Aleksey's recommended exercise to streamline your decision-making process.
- The LP-GP Relationship Matters: A positive relationship between LPs and GPs is essential for success. Happy and motivated GPs lead to better outcomes for LPs. Remember, GPs manage numerous investors. Do your due diligence before engaging with a deal to expedite communication.
- Avoid Common Mistakes: Don't base decisions solely on isolated factors like preferred return (PREF) or profit splits. Take a holistic approach and evaluate the entire deal structure to avoid common LP pitfalls.
Ready to embark on your real estate wealth-building journey with confidence? Don't forget to like, subscribe, and share the Real Estate Syndication Show! Head over to lifebridgecapital.com to explore investment opportunities today!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Are You Looking for High-Yield Real Estate Deals Outside the Traditional Market? In today's episode of the Daily Real Estate Syndication Show, we continue our chat with Jason Postill, who transitioned from professional baseball to a successful career in commercial real estate, focusing on mobile home parks. He explains his approach to identifying deals through persistence, data analysis, cold calls, direct mail, and building connections with city officials and brokers. The conversation also touches on expanding acquisitions, raising capital with transparency, and crucial metrics like cash-on-cash return. Jason concludes by emphasizing his dedication to giving back.
Here are the key insights from today’s episode with Jason Postill:
- Discover Mobile Home Park Investments: Jason shares his effective tactics for uncovering mobile home park opportunities through focused outreach, including cold calling and direct mail, offering a clear guide to acquiring promising investments.
- Expand Your Portfolio Thoughtfully: The episode reveals Jason’s strategies for portfolio growth, emphasizing the need for regular effort, cultivating connections with essential figures, and adopting a cautious financial analysis to mitigate risks.
- Capital Raising and Deal Assessment: Highlighting transparency’s role in securing funds, Jason discusses the balance of being open about the realities of property management and the significance of evaluating investments using the cash-on-cash return metric.
For those interested in diving deeper into mobile home park investing, you can reach out to Jason Postill directly via email at jason@mhcigroup.com, or for a broader look at what his work entails, visit MHCIgroup.com. There, you'll find a wealth of resources and insights into the nuances of mobile home park investment.
Additionally, enrich your real estate knowledge by tuning into previous episodes of the Real Estate Syndication Show. Subscribe to keep up with the latest expert insights. If you know anyone keen on growing their wealth through real estate investing, recommend the show to them. For those looking to explore investment opportunities further, LifeBridgeCapital.com offers a platform to discover a variety of options in the real estate sector.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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This episode of the Real Estate Syndication Show features Jason Postill, a former professional baseball player turned successful commercial real estate entrepreneur. Jason shares his inspiring story of transitioning careers and highlights the value of self-education, finding a niche investment strategy, and taking action to achieve real estate goals.
3 Key Learnings from Jason Postill's Real Estate Journey:
- Become Your Real Estate Education Engine: You don't need a fancy degree to get started. Jason's story proves that self-education through books, podcasts, and events can equip you with the knowledge to launch a successful real estate career. There's no excuse to wait - start learning today!
- Find Your Competitive Advantage: Not all real estate investments are created equal. Jason's focus on mobile home parks shows the power of finding a niche market with less competition. Explore different options and discover what investment strategy best suits your goals and interests.
- Stop Waiting, Start Doing: Don't let excuses hold you back. Jason emphasizes taking action and highlights the importance of persistence. Real estate success often comes from those who are willing to make that first cold call or take that initial step. Move forward with your ideas and watch your real estate journey unfold.
Connect with Jason Postill at Jason@MHCIgroup.com or visit MHCIgroup.com to explore his expertise in real estate. For more insights into real estate syndication and to begin your investment journey, head over to lifebridgecapital.com. Stay tuned for the upcoming segment where we delve deeper into Jason's proficiency in deal sourcing, acquisitions, and his distinctive strengths within the real estate sector.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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What are the three essential elements you need to succeed in real estate investing? In this enlightening episode of The Real Estate Syndication Show, guest host Jim Pfeifer had the pleasure of hosting Clint Harris, an expert in real estate investing and a key figure at Nomad Capital. Clint shared his journey from a 16-year career in medical sales to achieving financial independence through real estate investing. He emphasized the importance of not just financial freedom but also time and location independence, which together lead to what he calls "independence of purpose."
Remember These:
- Essential Components for Success: Time, experience, and money are crucial for success in real estate investing. Partnering with experienced individuals can compensate for a lack of experience.
- Advantages of Self-Storage Syndication: Converting old big box retail spaces into self-storage units offers the potential to buy properties below replacement cost and appraised value, leading to significant value appreciation through asset class conversion.
- Changing Demographics: Millennials are using self-storage facilities more frequently and in different ways than previous generations, driving demand in secondary and tertiary markets.
Listeners can connect with Clint Harris through email at booking@quotationsmedia.com or by visiting Nomad Capital's website, and they can also tune into the Truly Passive Income podcast for more insights.
Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network, and deal flow for its members. For more information, you can visit www.leftfieldinvesor reach out to Jim via email at jim@leftfieldinvestors.com.
Remember to like, subscribe, and share The Real Estate Syndication Show, and consider joining us at Life Bridge Capital to start investing in real estate today.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Are Single-Tenant Net Lease Properties Right for Your Investment Portfolio?This episode of the Real Estate Syndication Show dives deep into this investment strategy with Laith Hermiz, the President and Founder of Ironside Realty. With a whopping $2 billion in transactions under his belt, Laith offers invaluable insights on the evolution and current state of the STNL retail market.
Laith's journey started in real estate law before transitioning to development with major REITs. This experience fueled his passion for STNL, leading him to launch Ironside Realty in late 2021. Their focus? Acquiring prime STNL assets nationwide, with a keen eye on the ever-changing retail landscape.
Key Takeaways on the STNL Retail Market:
- Evolving Net Lease Landscape: The STNL sector is booming, attracting new investors and specializing in various submarkets like medical, industrial, and retail.
- Market Shift: A slowdown in deal volume and a widening price gap between sellers and buyers mark the current market. Rising interest rates favor all-cash buyers.
- Investment Strategies: Ironside Realty prioritizes essential service retailers with established e-commerce platforms and inflation-resistant lease structures. Creditworthiness and long-term property value are key considerations.
- Building Relationships: Laith emphasizes the importance of industry connections for accessing off-market deals and gaining a competitive edge.
- Challenges and Opportunities: While rising interest rates pose a hurdle, they also even the playing field by increasing borrowing costs for institutional investors. Value buys exist in specific sectors like dollar stores and car washes.
Connect with Laith Hermiz on LinkedIn or visit Ironside Realty's website at www.ironsiderealty.com to learn more about STNL investment strategies.
Thank you for tuning in! Remember to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. Visit lifebridgecapital.com to start investing today.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Are you curious about how to pivot from a conventional career path to making a mark in real estate investment? In a compelling episode of the Real Estate Syndication Show, Tucker Thompson from Sweet Bay Capital reveals his transformative journey. Moving from the structured world of investment banking to the dynamic field of real estate syndication, he outlines a strategic blueprint for leveraging steady income to fund real estate ambitions, illustrating the vital role of patience and strategic financial foresight in the process.
Tucker, along with his business partner Max Shelton, navigated from initial investments in student rentals to acquiring multifamily properties, shedding light on the critical need for financial and legal expertise. He shares their methodical approach to overcoming market challenges, enhancing investor networks through engagement and community building, and ensuring investments bring value to tenants. This episode serves as a guide for aspiring investors aiming to carve out a successful niche in the real estate investment landscape.
Valuable Takeaways for Investors
- Patience and Steady Income Leverage: Understanding the value of patience and utilizing a stable W-2 income can significantly benefit those starting in real estate investment.
- Technical Expertise and Strategic Pivoting: Leveraging finance background for deal underwriting and transitioning focus to multifamily properties for value-add opportunities are crucial for growth.
- Network Expansion and Value to Tenants: Building a strong investor base through networking and ensuring tenant satisfaction by investing in properties are essential strategies for success in real estate syndication.
For those interested in exploring more about Tucker Thompson and Sweet Bay Capital, we invite you to visit their website or connect with Tucker on LinkedIn.
Don't forget to like, subscribe, and share the Real Estate Syndication Show to help your friends and network thrive in the world of real estate investing and syndication.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Looking for insights on the Dallas Fort Worth (DFW) multifamily market and how to thrive in today's investment climate? This highlight episode of the Real Estate Syndication Show dives deep with seasoned broker Mark Allen of GREA.
Mark highlights the enduring strength of the DFW market, even as it moderates from previous highs, underpinned by consistent demand and corporate relocations. He points out that the increase in interest rates necessitates recalibrations by sellers and underscores the significance of thorough analysis of rent growth, alongside identifying investment opportunities that prioritize sponsorship quality, liquidity, and operational acumen. Despite an increase in distressed deals across the board, the DFW area maintains its stability, supported by lenders willing to collaborate. Mark also notes the crucial roles of experience and liquidity in successfully maneuvering through market fluctuations.
3 Key Takeaways for Multifamily Investors:
- Market Dynamics: Explore the current state of the DFW multifamily market, including the impact of rising interest rates, renter trends, and insurance costs.
- Investment Opportunities: Discover where buying opportunities lie and the key factors to consider when evaluating multifamily deals in the DFW area.
- Sponsor Selection: Learn how to identify high-quality sponsors who prioritize long-term success over short-term gains.
Connect with Mark Allen and GREA:
- Website: GREA.com
Don't forget to like, subscribe, and share the Real Estate Syndication Show! Stay informed and make powerful decisions as you navigate the ever-changing world of real estate syndication.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Looking to invest in real estate syndications but worried about the tax implications? In this highlight episode, tax expert Kelsey Head tackles your most pressing tax questions, equipping you to confidently navigate the world of K-1s, passive losses, and state filings.
Kelsey emphasizes the importance of reviewing your K-1 forms promptly and thoroughly. She walks you through essential checks, including verifying your name, address, social security number, and tax ID information. Additionally, she highlights the importance of ensuring contributions and distributions match your records.
3 Key Takeaways You'll Learn:
- K-1 Review Essentials: Avoid last-minute scrambling by learning to identify and verify crucial information on your K-1 tax forms.
- Passive Loss Strategies: Understand how passive losses from real estate syndications can be carried forward to offset future capital gains.
- When to Hire a Tax Pro: Know when seeking professional tax guidance is essential for your real estate investments.
Even if you invest outside your resident state, filing state taxes there is crucial. This allows you to utilize any losses against future gains in that state. Stay informed and make smarter investment decisions!
Subscribe to The Real Estate Syndication Show for more insightful episodes on real estate syndication and wealth-building strategies.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to the Real Estate Syndication Show! I'm your host, Whitney Sewell. Today, we continue our insightful conversation with real estate investment expert Irwin Boris. In part 1, Irwin shared his wisdom on due diligence and conservative deal analysis, a must-listen for any investor.
This episode dives into the current market climate and the pitfalls investors face. Irwin provides invaluable advice for both passive investors and limited partners, guiding them on what to consider before and after investing in a syndication deal.
Key takeaways for Investors:
- Common Pitfalls to Avoid: Learn about the dangers of poor property management, inexperienced sponsors, and unexpected market shifts that can derail a deal.
- Protecting Your Investment: Discover how to navigate challenges and manage expectations when your investment faces hurdles.
- Alternative Investment Options: Explore Irwin's perspective on why triple net leases might be a good fit for risk-averse investors.
- Raising Equity Through Education: Learn Irwin's relationship-building approach to raising capital, focusing on investor education over aggressive sales tactics.
To learn more or explore potential investment opportunities, reach out to Irwin at irwin@heritagecapitalgroup.net. You can also find additional educational resources on their website.
Thanks for joining us on today's episode! Don't forget to like, subscribe, and share The Real Estate Syndication Show with your network. Stay tuned for more insightful discussions on building wealth through real estate investing!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
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Are you looking for valuable insights on the current real estate market and how to invest strategically? Then tune in to this episode of The Real Estate Syndication Show, where host Whitney Sewell interviews seasoned professional Irwin Boris.
Irwin shares his insights into the current real estate market, highlighting the deals with the greatest potential and pinpointing the main challenges operators encounter. He delves into his unique investment philosophy that places a higher value on cash flow rather than overall return, anchored by a rigorous due diligence process. He also offers invaluable advice on reducing risk, emphasizing the benefits of securing fixed-rate debt and the necessity of maintaining substantial reserves.
In this episode, you'll learn how to:
- Focus on Cash Flow and Mitigate Risk: Prioritize properties with strong cash flow and employ strategies like fixed-rate debt and reserves to manage interest rate fluctuations and unexpected expenses.
- Conduct Thorough Due Diligence: Understand why tenants might be leaving and pay close attention to lease expirations when evaluating potential investments.
- Be Prepared and Strategic: Be ready for market changes and bid based on your own analysis, not just market trends. Consider the potential for a slight interest rate decrease later in the year.
For those looking to connect with Irwin Boris, he is accessible through email at irwin@heritagecapitalgroup.net Additionally, you can find him on LinkedIn, where he shares insights and engages with the community.
Don't forget to like, subscribe, and share the Real Estate Syndication Show with your friends! Stay tuned for more insightful content in upcoming episodes.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join guest host Alina Trigub as she dives deep into the world of LLCs with expert Tzvi Weiser from Riverside Filings on The Real Estate Syndication Show.
This episode explores the crucial new beneficial ownership filing requirements for LLCs, mandated by the Corporate Transparency Act (CTA). Tzvi, with his extensive experience and engaging personality, sheds light on these critical regulations and their implications for investors and business owners.
3 Key Takeaways:
- Avoid hefty penalties: Understand new beneficial ownership filing requirements for LLCs to avoid civil and criminal penalties.
- LLCs for real estate investors: Learn how LLCs offer limited liability protection and are a popular choice for real estate investors.
- Navigating the CTA and BOI: Gain insights into the Corporate Transparency Act and how it affects LLCs, including who needs to file, deadlines, and ongoing reporting obligations.
Don't miss Tzvi's valuable insights and expert advice! He shares his contact information throughout the episode for listeners seeking professional guidance on navigating LLC formation and ensuring compliance with the new BOI requirements.
Remember to like and subscribe to The Real Estate Syndication Show for more expert advice and insights into the world of real estate investing. If you have questions or topics you'd like us to explore, reach out at info@lifebridgecapital.com.
Stay informed and proactive in managing your LLCs to avoid penalties and ensure compliance. Tune in and stay savvy, investors!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode of The Real Estate Syndication Show, host Whitney Sewell welcomes back guest Mauricio Rauld to discuss critical considerations for syndicators regarding entity formation, asset protection, and estate planning.
This episode is specifically tailored for real estate operators and syndicators and explores common mistakes they make when structuring their businesses.
Key takeaways:
- Understand the intricacies of LLCs and separate investor classes: Learn about the different LLC structures and the importance of creating separate classes for your investors. This ensures clear ownership and voting rights for each group.
- Distinguish between manager and owner roles: Grasp the crucial separation between the entity managing daily operations and the entity holding your carried interest. This distinction is vital for asset protection and mitigating potential legal liabilities.
- Develop a comprehensive estate plan: Implement a solid estate plan to safeguard not only your personal assets but also the continuity of your syndication business. Mauricio offers practical advice to ensure your business and investors remain protected in case of unforeseen circumstances.
Ready to take your real estate syndication to the next level? Equip yourself with the legal knowledge you need to navigate the complexities and protect your business. Grab your copy of Mauricio Rauld's book, "Legal Strategies for Everyone: The Complete Guide to Covering Your Assets, Maximizing Wealth, and Protecting Your Family".
Remember, real estate syndication success goes beyond acquiring properties. Effective management and proactive protection are paramount.
Thank you for joining The Real Estate Syndication Show! Like, subscribe, and share this episode with fellow investors and syndicators. Together, let's build knowledge and empower informed decision-making in the real estate market.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Want to protect your wealth while building a passive income stream through real estate syndications? This episode of the Real Estate Syndication Show is your one-stop shop! We welcome back legal expert Mauricio Raul, who dives deep into entity formation, asset protection, and estate planning for passive investors.
Here are 3 key takeaways to empower your real estate journey:
- Tailored Asset Protection: There's no magic bullet! Align your strategy with your investment stage. Simple structures like LLCs and insurance might work for beginners, but as your portfolio grows, consult a professional to craft a comprehensive plan.
- The Power of LLCs for Syndications: Leverage holding companies in asset-protection-friendly states like Wyoming, Nevada, Delaware, or Texas. This adds a layer of security between your personal assets and potential liabilities in syndications.
- Strengthen Your Legal Nexus: Fortify your LLC's legal standing by opening a bank account in the state of formation. Consider involving your spouse, but understand the legal implications first.
Master the legal side of real estate investing and safeguard your wealth! Head over to Leagal Strategies for Everyone to grab your copy of Mauricio Raul's brand new book, "Legal Strategies for Everyone." This comprehensive guide empowers investors of all levels to navigate the legal landscape and build a secure financial future.
Ready to take action? Visit askmauricio.com and subscribe to Mauricio's YouTube channel for a treasure trove of educational content. Remember to like, subscribe, and share the Real Estate Syndication Show with your network!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Looking to launch your own podcast or take your existing show to the next level? This episode of the Real Estate Syndication Show is packed with valuable insights from industry expert Erik Allen. We've compiled the best moments to inspire and guide you on your podcasting journey.
3 Key Learnings:
- Turn your podcast into a networking powerhouse and build your brand. Discover how podcasting can connect you with thousands of potential collaborators and establish you as an authority in your field.
- Launch confidently with passion and preparation, not expensive equipment. Learn how to choose a captivating topic, plan your content, and utilize readily available resources to create a high-quality podcast without breaking the bank.
- Master the art of guest acquisition and focus on what truly matters. Explore Eric's successful strategy of using personalized video messages to secure high-profile guests, and gain valuable insights on measuring listener engagement through relevant metrics.
Ready to dive deeper and learn more? Click the links below to Hear the full conversation and in-depth discussion. Don't forget to Subscribe to show for more valuable insights, search for "The Real Estate Syndication Show" on your favorite podcast platform.
https://lifebridgecapital.com/2024/01/08/how-to-be-a-great-podcast-guest-erik-allen/
https://lifebridgecapital.com/2024/01/08/from-bankrupt-to-breakthrough-erik-allen/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome back to The Real Estate Syndication Show! In this highlight episode, we have an enlightening conversation with Stash Gelezinski, the Managing Director for Capstone Company's Cincinnati office. Stash shares his inspiring journey in commercial real estate, his unique perspective on cold calling, and how he leverages data analytics to identify profitable deals.
Here are 3 key takeaways you won't want to miss:
- Cold Calling: Your Superpower: Discover how Stash transformed cold calling into his secret weapon, and learn actionable strategies to approach potential clients with confidence and clarity.
- Harness the Power of Data: Unveiling Needle, the innovative platform that utilizes data analytics to predict real estate transactions and generate hot leads, allowing you to focus your efforts on the most lucrative opportunities.
- Building Relationships & Streamlining Prospecting: Gain insights into building valuable connections within the industry, effectively managing your contact lists, and leveraging technology to optimize your prospecting process.
Want to hear the full interview with Stash and unlock the full potential of cold calling and data-driven prospecting in your real estate syndication journey? Click the links to listen to the full episodes now!
https://lifebridgecapital.com/2024/01/02/utilize-data-and-analytics-in-commercial-real-estate-stash-gelezinski/
https://lifebridgecapital.com/2024/01/01/use-these-cold-calling-techniques-to-scale-your-business-stash-gelezinski/
Don't forget to like, subscribe, and share The Real Estate Syndication Show with your friends! Tune in for more valuable insights and strategies from industry leaders like Stash. Keep learning and keep investing!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
This episode of the Real Estate Syndication Show features Nir Babajani, a seasoned real estate investor and fund manager with extensive experience in the US residential and multifamily markets.
Nir shares his inspiring journey from an engineer in Israel to a successful entrepreneur managing hundreds of deals across various US markets. He discusses his early challenges, including managing multiple markets while holding a demanding engineering job. He emphasizes the importance of strategic partnerships and building a strong team, especially when operating internationally.
Key Takeaways:
- Strategic Focus: Don't spread yourself too thin. Nir's initial attempt at entering multiple markets simultaneously proved challenging. Focus on building expertise in one area before expanding.
- Building the Right Team: Partnering with reliable individuals and building a strong team is crucial for success, especially when managing projects far away.
- Understanding the People: Nir emphasizes the importance of focusing on the "people behind the deals" and building trust in your investment decisions.
Deepen your real estate knowledge! Connect with Nir Babajani on LinkedIn:
Subscribe and share the Real Estate Syndication Show to stay tuned for more insightful episodes with industry experts like Nir Babajani.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In today's episode, we're excited to have Alina Trigub stepping in as our guest host. She sat down with Alex Breshears, a well-versed expert in the fields of real estate and private lending. Their conversation delved deep into the world of private lending, discussing its advantages as a passive income source, the benefits it brings, important points to ponder, and how newcomers can venture into this promising area.
Here are three essential insights from Alex to guide you in determining if private lending matches your investment goals:
- Earning Passive Income Through Real Estate: Opting for private lending means you can enjoy a steady cash flow from real estate endeavors without the hassle of property management. It's an attractive route for those aiming for passive earnings.
- Balancing Advantages and Drawbacks: Private lending offers perks such as minimal effort and possibly lower risks than owning properties outright. However, it's crucial to acknowledge its downsides, like fewer tax advantages and the importance of diligent research. Weigh these factors carefully.
- Embarking With Confidence: Keen on private lending? Start by connecting with seasoned professionals, sharpening your underwriting skills, and favoring first-lien positions to safeguard your investment, especially as a newbie. Ensuring your strategy aligns with your risk appetite is key to thriving.
For more insights and to connect with Alex about her private lending expertise, visit her LinkedIn profile.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome back to the Real Estate Syndication Show! In this episode, we continue our insightful conversation with real estate expert Grant Warrington. ( If you missed part one, check it out for valuable insights on building social capital )
Today, Grant dives deep into finding off-market apartment deals and the art of seller financing . He shares his inspiring journey from crane operator to successful real estate investor , emphasizing that determination and continuous learning are key to success, regardless of your background.
Put these 3 powerful takeaways into action:
- Start small and scale up: Begin with single-family rentals and use Google Maps to find off-market apartment deals.
- Embrace continuous learning: Success requires determination and a willingness to learn, regardless of your background.
- Negotiate for seller financing: Ask the right questions and be open to creative solutions for financing your real estate ventures.
Follow Grant Warrington on Instagram: @GrantWarrington and don't forget to Like, subscribe, and share the Real Estate Syndication Show with anyone interested in learning and growing in real estate
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome back to the Real Estate Syndication Show! Today, we had the privilege of chatting with real estate powerhouse and social media influencer, Grant Warrington.
Grant's story is truly inspiring. He went from construction worker to managing a significant property portfolio, all while building a massive online presence. Now, he's a BiggerPockets contributor with over 50,000 followers across platforms!
His story is packed with valuable takeaways for anyone looking to leverage social media in the real estate world. Here are 3 key points that resonated with us:
-
Embrace Consistency: Don't let the initial "what to post?" overwhelm you. Be consistent in creating content, even if it's just once a day. Grant shared his secret weapons: Trello and ManyChat help him stay organized and streamline his workflow.
-
The Power of Paid Communities: Investing in yourself and your network pays off. Grant highlighted the impact of paid networking groups like GoBundance in his journey. Surrounding yourself with like-minded individuals can be a game-changer.
-
Start Now, Never Stop: Whether it's a funny video or a detailed rehab walkthrough, share your experiences and build your online presence. Grant's advice is simple: start creating and be relentless in your pursuit of knowledge and connections.
Want to learn more from Grant? Follow him on Instagram (@grantwarrington) and dive deeper into his strategies. Remember, the journey to real estate success starts with the first step. So, take action today and keep pushing forward!
Don't forget to like, subscribe, and share the Real Estate Syndication Show with your network. We've got more insightful conversations with industry leaders lined up to help you navigate the world of real estate investing!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Imagine halving your rent or mortgage payment. Join guest host Lance Pederson as he talks to Mike Kaeding, CEO of Norhart, about making this dream a reality. Mike, who transformed a family business into a $200 million empire, unveils his daring plan to revolutionize affordability in the construction industry.
Here are 3 takeaways you won't want to miss:
- Discover Mike's innovative approach to slashing construction costs by 50%. Learn how his symphony of talent, including in-house plumbing, engineering, and architecture, fosters a culture of problem-solving and continuous improvement.
- Uncover the secrets to attracting top talent and thriving in a fluctuating market. Mike shares his strategies for building a winning team and navigating the complexities of construction finance.
- Gain valuable insights on building wealth through real estate syndication. Learn from Mike's experience and equip yourself with the knowledge to succeed in property investment.
Ready to explore innovative solutions for affordable housing? Head to Mike Kaeding's website to learn more about Norhart's approach and discover how you can get involved. Don't miss this opportunity to turn your dream of affordable housing into reality!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us on the Real Estate Syndication Show for an exciting episode featuring Yosef Lee's journey. Yosef, a Korean immigrant and ex-attorney, has soared in real estate investment. This episode is perfect for those seeking to leave the 9-to-5 for a lucrative real estate career.
Yosef's story starts with his U.S. arrival at 18, transitions through his law career, and is transformed by "Rich Dad Poor Dad." We focus on his shift to real estate, highlighting housing's importance and multifamily property opportunities. Yosef credits his growth to networks like Bigger Pockets and mentors including Grant Cardone.
We also explore Yosef's networking strategy. He emphasizes skill showcasing and forming effective partnerships. He stresses the need for clear goals in networking and its transformative impact.
The episode is enriched by John Todderud, a tech expert. John shares how he applies his IT skills to real estate. He focuses on analyzing rent rolls, market data, and demographics for informed decisions.
John also covers the importance of broker relationships and AI in market analysis. His data-driven approach shows how varied skills aid in real estate success.
This episode is essential for those interested in real estate syndication. Whether you're a novice or enhancing your skills, Yosef and John's experiences illustrate that the right approach and network can make real estate investing rewarding.
Don't forget to like, subscribe, and share the show. Tune in for more episodes where learning and investment growth continue!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Sharpen your real estate investment strategy with the power of technology! This highlight episode of the Real Estate Syndication Show features an insightful conversation with Sharad Mehta, founder of ReSimply, a game-changing software solution for investors.
Key takeaways you won't want to miss:
- Discover list stacking: Sharad unveils this powerful ReSimply feature that helps you identify highly motivated sellers by uncovering hidden connections across different data sets. This targeted marketing approach ensures you maximize your efforts and resources by focusing on the hottest leads.
- ReSimply for all asset classes: Whether you're a single-family home investor or dealing with multifamily properties, storage units, or mobile home parks, ReSimply has you covered. Sharad discusses the versatility of the platform and highlights the need for tailored marketing strategies as you move up in asset class. Learn about personalized and direct methods like certified mail and FedEx envelopes for reaching sophisticated investors.
- Track your marketing success: Sharad explains how ReSimply empowers you to measure the effectiveness of your marketing campaigns. Gain valuable insights into which channels are delivering the best results and optimize your spending for maximum ROI.
Click the links below to tune in to the full episode and start transforming your real estate investment journey.https://lifebridgecapital.com/2023/12/28/optimize-your-marketing-and-sales-sharad-mehta/
https://lifebridgecapital.com/2023/12/28/grow-your-business-by-hiring-well-sharad-mehta/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Maximize your personal and professional life with the power of virtual assistants (VAs)! In this episode of the Real Estate Syndication Show, we welcome Anna Li, a strategic business owner and VA expert, who shares her journey from corporate success to leveraging outsourcing for unparalleled freedom and productivity.
From Overwhelmed to Optimized: Anna, despite juggling multiple businesses and motherhood, found herself drowning in tasks. Her aha! moment came when she discovered how VAs could free her time and focus on what truly matters.
Unlocking Efficiency: Anna unveils a simple yet powerful strategy for identifying tasks to outsource: the "$10/hour vs. $200/hour" method. Learn how to categorize tasks based on their value to your time and expertise, freeing you to focus on high-impact activities.
Beyond the Myths: Anna debunks common misconceptions about VAs, emphasizing the importance of hiring based on specific needs and relevant experience. She also shares her company's unique approach to sourcing the right talent, without the burden of unnecessary training.
Start Smart, Scale Seamlessly: Considering a VA? Anna advises starting with 20 hours/week to ensure adequate support. She also highlights the benefits of her company's model, including a 30-day replacement policy and 12-month warranty for added peace of mind.
Personal Habits for Peak Performance: Anna concludes by sharing her powerful success habits, like starting the day with positivity and carving out time for reflection and relaxation. She believes that avoiding schedule overload leads to effortless achievement.
Don't miss out! Like and subscribe to the Real Estate Syndication Show for more investor-focused insights. Share this episode with friends who could benefit from the strategic power of virtual assistants. Optimize, delegate, and reach new heights in your real estate journey!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Creating a standout team in real estate is challenging, yet crucial for gaining an edge. The Real Estate Syndication Show brings you a solution. Listen as Andrew Hinton from GL Capital and Stork Property Management shares his hiring secrets. His advice aims to help you attract and retain the best talent.
In this episode, you'll learn:
- Andrew's journey: From 39 to 750 units, Andrew discusses GL Capital's growth and the challenges faced.
- Secret hiring weapon: Andrew reveals an unexpected yet vital hiring step, offering a fresh perspective on recruitment.
- Values-driven team: Find out how to attract talent that aligns with your core values, creating a successful, collaborative culture.
- Competitive market strategies: Andrew provides tips for securing top talent in a dynamic market.
- Leadership insights: Learn from Andrew's experience to inspire and keep the best in the industry.
- Beyond business: Andrew discusses using success for community impact, inspiring purposeful leadership.
Don't miss this episode full of practical advice and inspiring stories for any leader in real estate.
Connect with Andrew on LinkedIn to delve deeper into his hiring strategies. He's eager to engage with fellow professionals.
Remember to like, subscribe, and share for more insights from industry leaders!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Today's episode of the Real Estate Syndication Show delves into the intricacies of real estate investing in 2024, offering valuable insights for both seasoned investors and newcomers. Join us as we explore:
- The Impact of Rising Interest Rates: We discuss how inflated exit cap rates and easy money are fading, emphasizing the importance of realistic underwriting in today's market.
- Data-Driven Insights: We reveal the data sources we trust, including contrarian perspectives and industry leaders like RealPage and CoStar. Learn about the valuable anecdotal information gleaned from operators across the nation.
- 2024 Market Predictions: We anticipate increased new construction deliveries in 2024, potentially leading to a temporary rent dip. However, we foresee solid rent growth and a better rate environment in 2025, paving the way for increased transaction volumes.
- The Bull Cycle Ahead: We predict the potential return of the real estate bull cycle in 2026 and 2027, driven by lower product deliveries and subsequent rent and valuation growth. We also analyze the Federal Reserve's potential influence on the market.
- Challenges for Operators: We address the struggles faced by operators with floating-rate debt, rising interest rates, and increasing operating costs. We discuss the potential for market distress and offer strategies to navigate these challenges.
- Passive Investor Advice: We provide crucial guidance for passive investors, emphasizing certainty over high returns and careful consideration of the risk-reward balance. We also share our investment thesis shift towards newer properties and long-term holds with predictable returns.
Want to stay informed and make smart decisions? Visit Life Bridge Capital, subscribe to our newsletter, and get in touch! Remember to like, subscribe, and share the Real Estate Syndication Show with friends building wealth through real estate.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Join guest host Lance Pederson on the Real Estate Syndication Show as he unravels the entrepreneurial spirit of commercial real estate leader, Ben Reinberg . From his Chicago hustler roots to becoming the CEO of Alliance Consolidated Group of Companies, Ben's story is an inspiring testament to fearlessness, personal development, and a growth mindset.
Dive into key takeaways:
- Embracing the Flow: Discover how surrendering to life's ebbs and flows, inspired by Michael Singer's "The Surrender Experiment," can lead to greater success and fulfillment.
- Building Community & Winning Teams: Learn how Ben fosters a strong company culture by prioritizing personal growth and aligning employee aspirations with corporate goals through unique "playbooks."
- Celebrating Wins & Learning from Losses: Explore Ben's approach to appreciating every victory, big or small, and transforming setbacks into invaluable growth lessons. Even those who wronged you become teachers, offering opportunities for self-reflection and development.
Ready to invest in net lease properties?
Alliance Consolidated Group of Companies, specializing in medical, retail, office, and industrial properties, offers a wealth of expertise and investment opportunities. Connect with Ben on social media at @therealbenreinberg or tune in to his podcast, Ben Reinberg - I Own It.
Like and subscribe to the Real Estate Syndication Show for more industry insights and success stories. Share this episode with friends who need a dose of inspiration on their entrepreneurial journey.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Join host Whitney Sewell on The Real Estate Syndication Show as he dives into the transformative power of 10x thinking. Learn how setting ambitious, seemingly impossible goals can unlock exponential growth in your business and personal life.
Drawing inspiration from Dan Sullivan and Benjamin Hardy's groundbreaking book "10x is Easier Than 2x", Whitney reveals:
- Why aiming for 10x is less competitive and leads to breakthrough results.
- How to identify the 20% of actions that drive 80% of your success.
- Real-life examples of 10x thinking in action, from launching a daily podcast to securing a $20 million syndication deal.
- The key to overcoming limiting beliefs and shedding your "2x identity".
- How 10x goals foster leadership, teamwork, and nonlinear thinking.
Discover:
- Why small improvements can lead to massive results.
- How to delegate effectively and focus on your zone of genius.
- The courage and commitment it takes to achieve 10x.
Ready to build wealth through real estate? Head to lifebridgecapital.com and start investing with Whitney's team today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Join Deana Berg for an enthralling episode that takes us beyond the familiar territories of apartments and storage units! This time, we explore the world of unique and irreplaceable properties with the intriguing Nelson March III.
A polymath and self-proclaimed "Lord," Nelson is making waves with his unique approach to property restoration and community revitalization. His journey is one of passion, adaptability, and resilience. From a homeschooled kid who graduated at 14 to a 22-year-old running for city council, Nelson's story is an inspiration for aspiring entrepreneurs and community leaders.
Tune in to learn:
- How Nelson turned a credit card-funded dream into the world's largest by-the-glass wine bar, doubling sales every six months for five years!
- The concept of "redemptification" coined by Nelson's Marsh Collective, transforming over 300 historic properties in Opelika, Alabama, and revitalizing a once-desolate town.
- Nelson's philosophy of creating a symbiotic relationship between development and hospitality, uniting communities with a shared vision.
- The power of vision, creativity, and love in transforming not just buildings, but entire communities.
Feeling inspired? Don't miss out Click the links below to listen to the full episodes and subscribe for more inspiring stories in the world of real estate investing!
https://lifebridgecapital.com/2023/12/27/unique-strategies-in-real-estate-restoration-nelson-marsh/
https://lifebridgecapital.com/2023/12/27/building-intimate-spaces-and-robust-cultures-nelson-marsh/
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Thinking beyond the coasts for your next real estate investment? This highlight episode, featuring industry veteran Andy Sinclair, dives deep into the hidden potential of the Midwest market. Uncover valuable strategies and insights to navigate it like a pro!
Here's what you'll get:
- Midwest's Untapped Potential: Discover why consistent demand, undersupply, and value-add opportunities in the Midwest can lead to solid revenue growth.
- Insurance Savvy for Smart Investors: Learn how lower natural disaster risks translate to favorable insurance terms and better loss ratios, giving you a financial edge.
- Data-Driven Decisions, Smarter Investing: Leverage expert tips from Andy on using paid services like CoStar and free resources like CRE Daily News to stay ahead of market trends and make informed choices.
- Strategic Market Selection Made Easy: Master the art of evaluating markets with Andy 's guidance. Understand how population size, supply, regulations, major employers, and cost of living impact your investment decisions.
- Current Market Opportunities Await: Explore Andy's insights on capitalizing on discounts, distress situations, and potential refinancing needs in the current market.
- Investment Wisdom: The Key to Success: Learn from Andy's valuable experience and emphasize sticking to your criteria, avoiding over-leveraging, and partnering with a reliable local team for effective property management.
Tune in to this highlight episode packed with valuable strategies and expert insights. Don't forget to like, subscribe, and share the Real Estate Syndication Show to empower your investment journey!
Ready to unlock the Midwest's potential? Tune in to the full episode for more!
https://lifebridgecapital.com/2023/12/21/why-you-should-invest-in-the-midwest-in-2024-andy-sinclair/
https://lifebridgecapital.com/2023/12/22/how-to-leverage-jv-equity-andy-sinclair/
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Join us as we welcome back Jens Nielsen, co-founder and managing partner of Incrementum Equity Partners, for an insightful discussion on mastering asset management in real estate syndications.
From small beginnings to managing a $250 million portfolio in just 5 years, Jens shares his incredible journey and the key strategies that fueled his success. Learn how he leveraged his 25+ years of experience to navigate the post-acquisition phase and ensure maximum value for his investors.
Key Takeaways:
- Embrace Accountability & Intentionality: Define clear roles and responsibilities from the start for a smooth-running operation.
- Structure & Discipline with EOS: Discover how the Entrepreneurial Operating System can boost your team's effectiveness.
- Metrics & Communication are King: Track key performance indicators (KPIs) and prioritize clear, consistent communication with investors.
- Tools for Efficiency: Explore practical recommendations for task management and financial reporting, like Asana and Google Sheets.
- Navigating the Market: Gain insights on navigating the current high-interest environment with a long-term refinancing strategy.
- Bonus: Jens shares his personal productivity tips for staying focused and achieving results.
Connect with Jens:
- Email: jens@opendoorscapital.com
Don't miss this valuable episode! Like and subscribe to the Real Estate Syndication Show for more expert insights and share it with your fellow real estate investors.
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
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How does a seasoned real estate investor navigate the complexities of the market, build lasting relationships, and structure deals for maximum profitability?Today's episode of The Real Estate Syndication Show offers a unique opportunity to dive into the insights of David Hansel, a managing member of Lucerne Capital Partners and co-owner of Alpha Funding. Starting his career in real estate brokerage in 2002 and co-founding Alpha Funding in 2008, David's journey is a testament to the power of strategic investment and the importance of innovative financing in the real estate sector. He has successfully expanded his portfolio to include multifamily and commercial real estate acquisitions, with a keen focus on markets in New Jersey and the Carolinas.
You will discover the significance of cultivating long-term relationships within the commercial real estate industry. David underscores the necessity of patience, active listening, and establishing a strong rapport as foundational elements for effective capital raising, deal sourcing, and navigating challenges in real estate investments.
Moreover, David shares his expertise in structuring deals to maximize profitability. His experience with a complex condo project in New Jersey serves as a compelling case study on leveraging creative financing solutions to achieve remarkable success.
By tuning into this episode, you will gain valuable knowledge on adapting to the evolving landscape of real estate investment, particularly in the industrial sector, and learn from David's approach to capitalizing on market cycles and structuring transactions for optimal outcomes.
For those interested in further exploring David Hansel's strategies and insights, visit Lucerne Capital Partners at lucernecapital.com or reach out via email at info@lucernecapital.com.
Thank you for tuning in to The Real Estate Syndication Show. Don't forget to like, subscribe, and share the podcast with friends. Your support helps us bring valuable content and expert insights to our community of investors.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In the latest Real Estate Syndication Show episode, we welcomed Pasha Esfandiary, founder of Evoke Capital, to discuss his journey from professional poker to real estate mogul. Esfandiary's team has grown their portfolio to 1,850 units, mainly in the last 24 months, emphasizing a people-first strategy.
Key Takeaways:
- Poker to Real Estate: Esfandiary transitioned from poker to real estate, starting with flipping a mobile home. He shared insights from the learning curve he experienced.
- Rapid Expansion: He outlined how Evoke Capital achieved swift growth and the challenges of scaling. The focus was on making strategic decisions and long-term planning.
- Company Culture: The importance of building a robust company culture and infrastructure for sustainable growth was highlighted.
- Capital Raising: Esfandiary discussed raising capital through referrals and a strong network, leading to the success of their $17 million fund.
- Market Insights: He shared perspectives on mobile home park investments and seizing opportunities in current market trends.
- Investor Advice: Esfandiary emphasized understanding investment goals and aligning with operators' strategies.
- Success Metrics: He measures success by happiness, gratitude, and pursuing long-term visions.
- Mentorship: Esfandiary finds mentoring more rewarding than monetary gains, helping others achieve their goals.
Esfandiary story underlines the power of goal setting, embracing change, and mentorship in real estate. His approach to building a strong foundation for Evoke Capital and prioritizing culture and infrastructure offers valuable lessons for entrepreneurs. His commitment to health, family, and giving back through mentorship sets him apart as an industry leader.
Contact Pasha Esfandiary at pasha@evokecapital.net or via LinkedIn for more insights into real estate investment.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Elevate your personal brand from good to unforgettable with today's episode of the Real Estate Syndication Show, featuring personal branding expert Treva Graves. Discover the strategies that make a personal brand stand out, with actionable insights and advice from a leading expert.
Treva emphasizes the importance of an active social media presence and SEO optimization, starting with a Facebook business page and leveraging Google Business for SEO benefits. She also discusses the significance of color and font choices in branding, ensuring they reflect your personality and connect with your audience.
Logos and professional brand photography are highlighted as essential elements for a strong visual identity and personal connection with your audience. Treva advises focusing on one or two social media platforms where your audience is most active, aiming for consistent engagement with at least three posts a week. She shares tips for efficient content creation, including time blocking and using scheduling tools like Buffer.
Treva's final advice is to be fearless in showcasing your brand and to prioritize providing value over selling. She also mentions her involvement with Dress for Success, showcasing her commitment to giving back.
For more insights and to learn about Treva Graves' services, visit bloompersonalbranding.com. Subscribe to the Real Estate Syndication Show and share this episode with friends who could benefit from these branding insights.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode of the Real Estate Syndication Show, we had the pleasure of speaking with Treva Graves, a coach, national speaker, and the founder of Bloom Personal Branding. Treva brought a wealth of knowledge on the importance of personal branding, especially in today's business environment where personal connections and reputation are paramount.
Treva emphasized that personal branding is essentially your reputation and how it's a critical aspect of how others perceive your trustworthiness and decide whether to do business with you. She shared insights on how personal branding has shifted from company-focused to individual-focused, highlighting that people prefer doing business with individuals they can relate to and trust, rather than just a company name.
Throughout the episode, Treva provided valuable advice on how to discover and articulate your personal brand. She suggested asking yourself questions like what problem you solve, what makes you unique, and what your secret sauce is. She also discussed the importance of having something personal about you that humanizes you and makes you memorable.
We also touched on the concept of niching down to find your tribe and how a focused personal brand can lead to better results. Treva pointed out that the more specific you are about the problem you solve, the more you'll attract the right audience.
Treva left us with the thought that before you market yourself, you should spend time developing your brand, which is essentially your reputation. She encouraged listeners to think of their brand as the foundation of their relationships in business.
For those interested in learning more about personal branding or seeking guidance, Treva invited listeners to reach out to her through her website, bloompersonalbranding.com.
Remember to tune in for the next episode, where we'll dive deeper into actionable steps for building your personal brand, including social media and website strategies.
Thank you for joining us today, and don't forget to like, subscribe, and share the Real Estate Syndication Show with your friends. Let's continue to grow our community and our understanding of the power of personal branding in real estate and beyond.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode, we've compiled some of the most insightful moments from our recent shows to bring you a wealth of knowledge on real estate syndication.
Our guest today is Nic DeAngelo a seasoned real estate entrepreneur celebrating 20 years in the industry. He shared his journey from starting young with influential mentors to developing advanced acquisition and asset management models during the global financial crisis. His company has adapted to investor demand for fixed income by purchasing over 500 mortgages across the U.S., shifting towards a fixed income model for real estate.
We dove deep into the intricacies of market analysis, discussing how demographic shifts, particularly the aging and retirement of baby boomers, are influencing the labor market and investment opportunities. Nic highlighted the significant wealth transfer expected as baby boomers retire, the potential for inflationary pressures, and the importance of Gen Z's role in the workforce.
In our discussion on industrial real estate, we learned about the critical factors in market selection, such as international trade, port activity, and manufacturing trends. Our guest emphasized the shift from Chinese manufacturing to U.S. and Mexican markets due to increased efficiency and lower costs, which could have profound implications for immigration and talent attraction in the U.S.
We wrapped up the episode with a look at how these economic and demographic trends are creating opportunities in various asset classes, including multifamily housing, which benefits from the demand generated by industries like semiconductor production.
For those eager to dive deeper into the economic strategies discussed today, Nic has provided a wealth of resources available at saintinvestment.com/resources.
Thank you for tuning in to The Daily Real Estate Syndication Show. Remember to like, subscribe, and share this podcast with friends who are passionate about real estate investing. Until next time, keep learning and growing in the world of real estate syndication!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode, we've compiled some insightful highlights on marketing strategies in the commercial real estate space.
Our guest today is Kimberly Zar Bloorian, a marketing expert who delves into why commercial real estate companies are often slow to adopt new marketing strategies and emphasizes the importance of building visibility in the digital age. We discuss the significance of relationships in the industry and how digital marketing can complement and enhance these connections.
We also explore the concept of untapped business potential and the importance of consistent marketing efforts, even when direct results aren't immediately apparent. Our guest advises on maintaining marketing momentum during economic downturns and the importance of adapting strategies to current market conditions.
For those looking to enhance their marketing efforts, we cover practical tips on building a robust email list, establishing a social media presence, and the value of personal branding on platforms like LinkedIn and Instagram. We discuss the nuances of content creation, including the ideal length for videos on different platforms and the importance of a call to action in every post.
She also shares insights on how to effectively represent a company's brand through individual team members and the benefits of working with a marketing agency versus hiring an in-house marketing manager.
To wrap up, we touch on the importance of attending conferences, not just for networking but also for content creation and follow-up strategies to maximize the impact of your presence at these events.
Thank you for tuning in, and don't forget to like and subscribe to the Real Estate Syndication Show. Share this episode with friends who are looking to elevate their real estate marketing game!
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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Join host Whitney Sewell and seasoned real estate expert Ben Kogut for an enlightening episode on the intricacies of triple net (NNN) investing. With over 16 years of experience, Ben dives deep into what makes NNN properties a stable and predictable cash flow source for investors. Discover innovative strategies for partnering with high-credit tenants, the art of lease negotiation, and the importance of building lasting relationships with tenants.
Ben shares several strategic approaches for optimizing investments within the NNN landscape. He highlights the advantage of forming partnerships with tenants of high creditworthiness and explores the dynamics of preferred equity deals. Through tangible examples, such as the negotiation of lease terms with entities like Caliber Collision and investments in sectors like car wash businesses, Ben showcases how these strategies can enhance value and reduce investment risks. His insights offer actionable strategies for investors looking to deepen their engagement with NNN investments.
Whether you're new to real estate syndication or looking to refine your investment approach, this episode offers valuable insights into creating and managing successful NNN investments.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are keen on staying updated with the latest in real estate syndication.
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to your daily real estate syndication show. I'm your host, Deana Berg, and in today's episode, we had the pleasure of speaking with Paul Larson & Jeff Guo, two real estate investors who are truly living the dream. They joined us from different parts of the world, with Jeff calling in from Oxford, England, and Paul from Alabama.
Jeff and Paul are partners focusing on affordable housing, small multifamily, mobile home, and RV parks. They have a portfolio of over 500 rental units across Alabama, Mississippi, and Florida. Jeff, with a background in asset management overseeing multimillion-dollar properties and a BA in finance and real estate, is also an accomplished endurance athlete. Paul, on the other hand, has extensive experience in sales and has successfully transitioned from the automotive industry to real estate, where he has significantly increased revenue and built strong investor relations.
During our conversation, they shared their philosophy on time management and the importance of focusing on high-value activities. They believe in empowering their team to make decisions and solve problems, which allows them to spend more time on creative aspects of the business rather than execution. This approach has led to a more enjoyable work process and has been key to their success.
They also discussed their unique deal structure, which focuses on reducing risk and increasing the velocity of capital for their investors. They aim for a buy-and-hold strategy, with a goal to return investor capital within 36 months while maintaining ownership percentages, effectively creating infinite returns for their investors.
Jeff and Paul emphasized the importance of mindset in achieving success. They encourage entrepreneurs to work on themselves and become the person who deserves the success they seek. They also highlighted the value of being in the right environment, such as mastermind groups, to find like-minded individuals and potential business partners.
It was an inspiring episode that showcased how it's possible to build a business that serves your life, not the other way around. Jeff and Paul are a testament to the power of a strong partnership, a clear vision, and the right mindset.
If you enjoyed this episode, please like and subscribe for more insights into the world of real estate syndication.
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In today's episode of the Real Estate Syndication Show, we had the pleasure of welcoming back Lance Pederson, co-founder at Passive Advantage and creator of the Empire Builder Formula. Lance brings a wealth of experience in advising both General Partners (GPs) and Limited Partners (LPs) in the real estate syndication space.
Our conversation with Lance was incredibly insightful as we delved into the common frictions that arise between GPs and LPs and how to mitigate them. Lance shared valuable suggestions that can help both GPs and LPs have a smoother and more transparent partnership.
Key Takeaways:
- Transparency and Access to Information: Lance emphasized the importance of GPs being transparent with LPs by sharing detailed financial models and documentation. He suggested using secure data rooms like Google Drive, Dropbox, or DocSend to provide LPs with access to sensitive information under a non-disclosure agreement (NDA).
- Background Checks and Principal Questionnaires: He recommended that GPs run annual background checks on themselves and upload the results to the data room, along with a principal questionnaire, to build trust with LPs.
- Realistic Underwriting: Lance discussed the pressure GPs face to inflate their underwriting to show higher potential returns. He advised GPs to be conservative and honest in their projections and to educate LPs on the reality of investment returns in the current economic climate.
- Personal Habits for Success: Lance attributes his success to his habit of going to bed early and waking up early, which allows him to have a productive start to his day.
- Spiritual Discipleship: Lastly, Lance spoke about the importance of discipleship and mentoring in one's spiritual journey, highlighting the need to actively help others grow in their faith.
We're also excited to announce that Lance will be contributing to the podcast by hosting some shows, bringing his expertise to our listeners.
Remember to like and subscribe to the Real Estate Syndication Show for more valuable insights into the world of real estate investing. Share this episode with friends who are looking to improve their GP-LP relationships and stay tuned for more expert advice on navigating the real estate syndication landscape.
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In the final segment of today's episode on the Real Estate Syndication Show, marking the culmination of our five-part series, we're honored to once again engage in an insightful conversation with Eric Most, an expert in strategic real estate investing and philanthropy. Our focus was on the often overlooked aspect of real estate investing: the exit strategy.
Many investors find themselves trapped in a cycle of 1031 exchanges, with death being the unintended and grim final exit plan. Eric shed light on a more life-affirming and impactful alternative: gifting real estate assets to a donor-advised fund or a supporting organization like the National Christian Foundation (NCF). This approach not only allows investors to bypass the capital gains tax and depreciation recapture but also provides a fair market value deduction, all without the need to pass away to break the 1031 exchange cycle.
Eric explained the tax benefits and differences between private foundations, donor-advised funds, and supporting organizations. He emphasized that while private foundations offer more control, they come with less tax efficiency compared to donor-advised funds and supporting organizations, which offer fair market value deductions and are more cost-effective and simpler to set up.
Listeners interested in making a greater impact with their investments and philanthropic efforts were encouraged to explore the resources available at ncfgiving.com. Eric also invited listeners to connect with him directly through the NCF's Rocky Mountains page or on LinkedIn, and to tune into his Generosity Now podcast for more stories and examples of impactful generosity.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are eager to learn more about real estate investing and making a difference through their financial decisions.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode of the Real Estate Syndication Show, we had the pleasure of continuing our conversation with Eric Most, an expert in stewardship and impact investing. We delved deep into the concept of impact investing and how it can be utilized not only with private capital but also with charitable funds to create a significant positive impact.
Eric shared with us the essence of impact investing, which is about making a difference through our investments. He emphasized that more investors are now looking for opportunities to see their money doing good in the world. Eric explained how charitable capital can be used to invest in organizations, funds, or private deals without personal gain, providing a unique way to contribute to meaningful causes.
We heard a compelling story about a giver from Grand Junction, Colorado, who used his charitable capital to transform an old motorcycle dealership into a thriving event center and Christian dance studio. This investment not only served the community but also created a cash flow that could be reinvested or donated tax-free.
Eric also highlighted other ways people can engage in impact investing, such as pooled investment funds, direct investments in social enterprises, and even equity stakes in for-profit ventures with a social angle, like the crowdfunded show "The Chosen."
One particularly touching example was the introduction of tunnel farms at orphanages by Rod Brenneman, former CEO of Butterball. These farms not only provide food and jobs but also help keep families together by addressing financial struggles that often lead to children being orphaned.
It's clear from our discussion that impact investing offers a creative and strategic way to make a difference while still considering financial returns. It's not just about giving money away; it's about making investments that continue to grow and benefit various aspects of society.
Thank you for tuning in to the Real Estate Syndication Show. Don't forget to like, subscribe, and share the podcast with friends who might be interested in learning about real estate syndication and impact investing.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's highlight episode of the Real Estate Syndication Show, we feature Marcia, a seasoned expert in the lending industry with over 30 years of experience. Marcia shared her insights on the current state of real estate lending, particularly in the commercial sector, and how recent interest rate hikes by the Federal Reserve have impacted the market.
Marcia discussed the challenges and concerns that have arisen as a result of the rapid increase in interest rates, such as the difficulty in analyzing deals and the potential issues with refinancing at higher rates. She emphasized the importance of experience in the industry, noting that seasoned sponsors with a track record of success are better prepared to navigate these changes.
We also delved into the role of private lending versus larger institutions, where Marcia highlighted the benefits of working with alternative lenders like Bayport, especially during times when traditional banks may slow down their lending.
Marcia proudly shared the impressive 40% growth Bayport has experienced under her leadership as CEO. She attributed this success to a combination of factors, including a well-seasoned staff, increased credit facilities, geographic expansion, and capturing market share from aggregators.
Listeners can reach out to Marcia directly at marcia@bayportfunding.com or call her at 516-441-5888 for any questions or further discussion on lending and real estate opportunities.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are keen on staying updated with the latest in real estate syndication.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's highlight episode of the Real Estate Syndication Show, we feature seasoned real estate veteran, Bob Knakal, who shared his extensive knowledge and experience in the industry.
Bob started his journey in real estate back in 1984, and he's witnessed firsthand the dramatic changes technology has brought to the field. From the days of no computers and payphones to the current era of AI and advanced data analytics, Bob has seen it all. Despite the technological advancements, he points out that the number of property transactions hasn't increased; instead, technology has enabled a smaller group of people to accomplish more.
Bob also shared his insights on the current market challenges, particularly the impact of rapid interest rate increases on property values. He advises sellers to hold off unless there's a compelling strategic reason to sell and emphasizes the importance of data quality and analysis in making informed decisions.
In the second part of our episode, Bob took us through the incredible journey of growing his firm from just two people and a secretary to over 250 employees and three offices. He attributes this success to a granular understanding of the market, a residential farming approach to commercial real estate, and a strong focus on self-produced, accurate market insights.
Bob also highlighted the importance of servant leadership in building a successful team. By empowering employees and making them feel integral to the company's mission, they were able to foster a positive and supportive culture that led to the firm's success.
Training was another key factor in their growth. Bob detailed their rigorous training process, which ensured that every broker was fully prepared before engaging with clients. This process included creating maps, walking every street, taking pictures, and understanding the value of properties in their territory.
Finally, Bob shared his perspective on the current buying opportunities, comparing them to past market downturns. He believes that those with capital and courage will find this to be one of the best buying opportunities in a lifetime.
Thank you for tuning in to today's episode. Remember to like, subscribe, and share the Real Estate Syndication Show with your friends. Stay informed and empowered in your real estate journey with us.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to the daily real estate syndication show. I'm your host, Whitney Sewell, and today we're diving deeper with our guest, Eric Most, into how you can be a better steward of your assets, including property, finances, and time. Eric brings a wealth of knowledge on charitable giving strategies that go beyond the traditional 1031 exchange plan, offering alternatives that don't require you to "die to get out" of your investment.
Eric emphasizes the generous nature of U.S. tax laws when leveraged correctly, especially for charitable giving. He explains that the more you give, the more tax benefits you receive. By illustrating a scenario where Pete considered giving up to 50% of his business to NCF before the sale, Eric shows how Pete could potentially give away $1.375 million while only taking home $175,000 less than he initially planned.
The conversation also highlights the triple tax benefits of using real estate in charitable strategies: a fair market value deduction, avoidance of depreciation recapture, and tax-free income while the property is held before the sale. Eric points out that these benefits are often overlooked because many CPAs and tax attorneys are not well-versed in charitable giving strategies. He reassures listeners that NCF is equipped to educate and work alongside financial professionals to maximize charitable impact.
Eric concludes by reminding listeners that donated funds must be used for charitable purposes and cannot be accessed for personal gain. He also touches on more sophisticated strategies, such as donating intellectual property rights, which can create even greater tax efficiencies.
If you're inspired to learn more about how you can integrate charitable giving into your real estate and business endeavors, don't miss this episode. Remember to like, subscribe, and share the Real Estate Syndication Show with friends who could benefit from these strategies.
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Welcome back to the daily real estate syndication show. I'm your host, Whitney Sewell, and today we're continuing our enlightening conversation with Eric Most, a stewardship and impact expert. We delve deeper into how to maximize exits, whether it's an asset or a business sale, and how to steward resources more faithfully.
Eric shares invaluable insights on how to leverage assets for generosity, emphasizing that most of our wealth is tied up in assets rather than cash. He introduces us to the concept that "friends don't let friends give cash," highlighting the potential of using non-cash assets for charitable giving.
We discuss the services provided by the National Christian Foundation (NCF), which helps individuals use complex assets like real estate, business interests, and intellectual property for charitable purposes. Eric explains how NCF manages around $7 billion in such assets, creating tax efficiencies and allowing for more charitable giving.
One example Eric provides is how real estate can be used as a charitable funding vehicle. By gifting a portion of a property to NCF, you can receive a fair market value deduction and avoid income taxes on the donated portion, while the proceeds can be directed to your charitable goals.
Eric also offers guidance on considering debt levels when gifting assets and suggests that assets with less than 40% debt are typically the best candidates for donation. He encourages listeners to consult with their advisors and an NCF representative to identify the most impactful assets for giving.
In closing, I remind listeners of the value of today's episode and encourage everyone to like, subscribe, and share the Real Estate Syndication Show with friends interested in making a difference through real estate.
Remember, stewardship and impact go hand-in-hand in real estate syndication, and with the right approach, your assets can create a lasting legacy of generosity.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this episode of the Real Estate Syndication Show, we had the pleasure of speaking with Eric Most, an expert in stewardship and impact with over 17 years of experience in the insurance and nonprofit sectors. As the president of the Rocky Mountain region of the National Christian Foundation (NCF), Eric brings a wealth of knowledge on personalized solutions for givers, business owners, and families looking to make a significant impact through generosity and stewardship.
Eric shared his personal journey, which led him to NCF, starting with a simple yet profound decision to focus on generosity during his wedding registry. This decision not only introduced him to the concept of donor-advised funds but also set him on a path to use his professional and personal experiences to encourage others to avoid common mistakes in charitable giving.
Throughout our conversation, Eric emphasized the importance of strategic giving, particularly the benefits of donating non-cash assets like stocks and real estate. He explained how using appreciated assets can lead to more tax-efficient giving, allowing donors to maximize their impact. Erik also highlighted the importance of planning ahead, especially when it comes to gifting real estate or business interests, to ensure the process aligns with IRS regulations and avoids unnecessary penalties.
Listeners were encouraged to think outside the box when it comes to stewarding their resources, whether it's capital, property, or time. Eric's insights provide valuable guidance for those looking to give more effectively and create a lasting legacy through their charitable efforts.
For more insights on real estate syndication and how to leverage your investments for greater charitable impact, don't forget to like, subscribe, and share the Real Estate Syndication Show. Visit lifebridgecapital.com for more resources on building wealth in real estate and supporting causes you care about.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this insightful episode of The Real Estate Syndication Show, our guest host
Jim Pfeifer spoke with Roger King, a veteran real estate investor with 27 years of experience. Roger shared his wisdom on various topics, including the importance of adapting investment strategies to shifting markets and the significance of thorough documentation and due diligence.
Roger's journey from a music major to a successful real estate investor is a testament to the power of mentorship and adaptability. He emphasized the value of having a mentor, especially when transitioning between sectors within the real estate industry, such as moving from wholesaling to fix and flips, or to multifamily investments.
We delved into Roger's TEM framework, which stands for Time, Experience, and Money. He explained how investors can leverage their strengths in one of these areas to complement others who may have what they lack, creating a balanced and effective partnership.
Roger also shared his personal strategy, the 1090 rule, which involves balancing risk by investing 10% of his portfolio in higher-risk projects and the remaining 90% in stable, cash-flowing properties. This approach has allowed him to navigate through various economic cycles and maintain a steady income stream.
Listeners were reminded of the crucial role of proper documentation to avoid being burned by seemingly trustworthy partners. Roger's experiences with legal battles underscored the need for solid agreements and the protection they offer.
For those interested in learning more from Roger King or joining his Real Estate Investing Accelerator Founders Group, he can be reached at roger@rogerking.com, and further resources are available on his website, rogerking.com.
It was an enlightening conversation with Roger King, and I hope our listeners found it as valuable as I did. If you're looking to connect with like-minded investors or access educational resources and deals, visit leftfieldinvestors.com or contact me at jim@leftfieldinvestors.com.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode, our guest host Chris had the pleasure of speaking with Liz Habib, the head of communications at MPI Family Office. Liz shared her extensive background in television broadcasting and how she transitioned into working with her family's office, which collaborates with other family offices and high-net-worth individuals to manage wealth and investments.
Key Takeaways:
- Luck and Preparation: Liz believes that what is often perceived as luck in finding great investment opportunities is actually the result of years of preparation and being in the right place at the right time.
- MPI Family Office: The office started in the healthcare industry and has since expanded into real estate investments, including multifamily, senior living facilities, hotels, and more. They focus on creating generational wealth and employ various tax and wealth strategies.
- Investment Strategy: MPI Family Office traditionally focuses on multifamily properties but has diversified into senior living and hotel-to-housing conversions, particularly in response to the challenges posed by the recent market downturn and interest rate hikes.
- Market Outlook: Liz shared her cautious optimism for 2024, hoping for a loosening of the debt markets and a potential decrease in property prices. The upcoming election and the actions of the Federal Reserve are seen as significant factors that could influence the market.
- Future Strategies: Liz mentioned the possibility of taking advantage of market opportunities as they arise, particularly if interest rates begin to decrease. She also highlighted the potential for rescue opportunities where family offices could provide support to real estate operators in need.
Liz's insights provided a valuable perspective on how family offices approach real estate investment, especially during uncertain times. Her experience and the strategies employed by MPI Family Office serve as a testament to the importance of adaptability, preparation, and a keen eye for opportunity in the real estate market.
Remember to like and subscribe to the Real Estate Syndication Show for more insights from industry experts like Liz. Share the podcast with friends who are interested in becoming savvy investors.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this insightful highlight episode, we had the pleasure of reconnecting with Paul Moore, a long-time friend and the driving force behind Welling's Capital. Paul shared his journey from writing "The Perfect Investment" to recognizing the need for a more robust acquisition strategy in multifamily investing. He detailed how his team expanded into various asset classes, including self-storage, mobile home parks, RV parks, and more, ultimately transitioning into a fund manager role.
Paul explained the concept of preferred equity, a topic that has generated significant interest among investors. He broke down the capital stack, illustrating how preferred equity fits between senior debt and common equity, offering a blend of immediate cash flow, future upside, and payment priority over common equity. He emphasized the importance of due diligence and the unique opportunities presented by preferred equity, especially in the current economic climate where traditional lending has tightened.
We also delved into the world of RV parks, an asset class that has seen tremendous growth, particularly during the pandemic. Paul categorized RV parks into four types: overnight, extended stay, workforce housing, and destination parks. He highlighted the profitability potential of each type, with a special focus on destination parks that offer a range of amenities and activities.
Listeners can expect to gain a deeper understanding of the nuances of real estate investing, the benefits of preferred equity, and the burgeoning RV park market. For those interested in learning more about Paul's work or exploring investment opportunities with Welling's Capital, visit wellingscapital.com or follow Paul on Twitter at @PaulMooreInvest.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are keen on expanding their real estate investment knowledge.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode, we've compiled an exciting collection of highlights from our recent shows. We had the pleasure of speaking with some incredible guests who shared their entrepreneurial journeys, insights into real estate investing, and valuable advice for both seasoned and aspiring investors.
Tony's Journey from Layoff to Real Estate Success
Our first guest, Tony Lopes, shared his inspiring story, which began with a layoff that served as a wake-up call, prompting him to pursue financial independence through real estate investing. Starting with a four-unit building and working his way up to larger multifamily properties, Tony's approach was methodical and relatable. He emphasized the importance of starting small and scaling up, debunking the myth that you need to jump into large-scale investments right away.
Dirty Boots Capital: From On-Site to In-Depth Analysis
Tony also introduced us to his venture, Dirty Boots Capital, which combines on-the-ground experience with a deep dive into economic reports and trends. He highlighted the significance of understanding migration patterns and macroeconomic indicators, such as the 210 spread for treasuries, to make informed investment decisions. Tony's coaching through Dirty Boots Capital aims to help both active and passive investors navigate the complexities of real estate syndication.
Marc's Transition from Concrete to Real Estate
Our second guest, Marc Kuhn, recounted his transition from pouring concrete to becoming a real estate entrepreneur. After a job loss and a bout with a panic attack, Marc realized the necessity of creating a business that could operate without his constant involvement. He shared his experience with leveraging time, money, and media to grow his business and the pivotal role that hiring a business coach played in his success.
Connect with Our Guests:
If you're interested in learning more from Tony and Marc, you can find Tony through Dirty Boots Capital and Marc on LinkedIn, where he shares his insights and strategies for creative financing and real estate investing.
Don't forget to like, subscribe, and share The Daily Real Estate Syndication Show with your friends. Thank you for listening, and we'll see you in the next episode!
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode of the Real Estate Syndication Show, we had the pleasure of hosting Kyle Kuderewski , the operations manager at Webstreet. Our conversation delved into the intriguing world of digital assets and how they can complement traditional real estate investments.
Kyle shared his journey from an engineer to an investor, highlighting his transition into the realm of online businesses. He emphasized the potential of digital real estate, which includes a variety of online businesses like content websites, Amazon FBA stores, SaaS platforms, and more.
Webstreet's innovative platform allows passive investors to tap into this digital asset class without the need to actively manage the businesses. Kyle explained that Webstreet pairs investors with seasoned online business operators, who use pooled funds to acquire and grow various digital assets.1923
Kyle provided insights into the process of adding value to these digital assets, the tax implications of investing in them, and the outlook for the industry, particularly with the rise of AI and its impact on content creation.
For those interested in exploring this new asset class, Kyle encouraged reaching out via Webstreet's website or connecting with him directly through email or LinkedIn.
Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network and deal flow for its members. For more information, you can visit www.leftfieldinvesor reach out to Jim via email at jim@leftfieldinvestors.com.
I hope this episode has been enlightening and has opened up new avenues for diversifying your investment portfolio. Thank you for tuning in!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this episode of The Real Estate Syndication Show, guest host Jim Pfeifer had the pleasure of speaking to Steve Suh, a seasoned ophthalmologist and a savvy passive investor in real estate syndications. Steve is not only a colleague and friend but also a co-founder of Leftfield Investors. He shared invaluable insights from his 14 years of experience in passive investing, which he has also detailed in his new Amazon bestselling book, "Avoiding Rookie Errors as a Left Field Investor."
Steve emphasized the importance of learning from others' mistakes to avoid common pitfalls in real estate investing. He drew parallels between his surgical practice and investing, highlighting how both fields can benefit from understanding and avoiding past errors.
Steve's journey has been marked by both successes and setbacks. He candidly shared his initial forays into oil and gas syndications, which turned out to be a Ponzi scheme, and his subsequent investments that did not yield the expected returns. Despite these challenges, Steve's commitment to real estate remained unshaken, and he learned to diversify his investments across asset classes, sponsors, and geographies.
One of the key takeaways from this conversation was the critical role of the operator in a syndication deal. Steve stressed the need to vet not just the syndicator but also the third-party management team that handles the day-to-day operations of the investment.
Listeners interested in connecting with Steve or learning more about Leftfield Investors can reach out via email at steve@leftfieldinvestors.com or visit the website leftfieldinvestors.com. Steve's book is available on Amazon and through a link on the Leftfield Investors website.
Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network and deal flow for its members. For more information, you can visit www.leftfieldinvesor reach out to Jim via email at jim@leftfieldinvestors.com.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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⭐ Be Our Guest!
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In today's episode we continued our enlightening conversation with Aleksey Chernobelskiy, an expert in advising both Limited Partners (LPs) and General Partners (GPs) on real estate investments. Aleksey, who has an impressive background managing a $10 billion portfolio at Store Capital and now provides invaluable advice to investors, shared his insights on the often daunting topic of capital calls.
Capital calls can be a source of stress for investors, and unfortunately, they're becoming more common in the current economic climate. Aleksey broke down the concept into two types: expected and unexpected capital calls. He emphasized the importance of understanding the difference and being prepared for both scenarios.
For LPs who might be facing a capital call, Aleksey provided a step-by-step approach to assess the situation. He stressed the importance of considering whether you have the liquid funds to invest and understanding the legal implications of not participating in the capital call. It's crucial to know the status of your initial investment and to evaluate whether reinvesting through a capital call is the best use of your funds compared to other investment opportunities.
One of the key takeaways from our discussion was the need for LPs to approach capital calls as a new investment decision, devoid of emotions. Aleksey urged investors to perform due diligence and ask the right questions to ensure they make informed decisions. He also highlighted the importance of verifying whether the capital call you're facing will be the last one needed for the project.
For those looking to dive deeper into the intricacies of capital calls and other investment considerations, Aleksey recommended checking out his articles on his Substack, LP Lessons, where he regularly shares his expertise with the investment community.
Remember, whether you're an LP or a GP, being well-informed and prepared can make all the difference when navigating the complexities of real estate syndication. Stay tuned for more insights on the Real Estate Syndication Show, and don't forget to like and subscribe to keep up with the latest in the industry.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to the Real Estate Syndication Show! I'm your host, Whitney Sewell, and today we had the pleasure of speaking with Aleksey Chernobelskiy, an expert advisor for LP (Limited Partner) investors in the real estate syndication space.
Aleksey brings a wealth of knowledge from his experience managing Store Capital's $10 billion commercial real estate portfolio and his impressive educational background as a quadruple major from the University of Arizona. He now shares his insights with nearly 2000 investors through his Substack and assists GPs (General Partners) with various aspects of LP relations.
In our conversation, Aleksey emphasized the importance of LPs taking their time to understand deals and maintaining a healthy dose of scepticism when evaluating potential investments. He also highlighted the need for LPs to be sensitive to the GPs' position, as they manage inquiries from various investors.
We dove into Aleksey 's article on the top 15 syndication mistakes, discussing how LPs should approach deal splits, preferred returns (PREFs), and IRRs (Internal Rate of Return). Aleksey stressed that LPs should not focus solely on IRRs, as they can be misleading and often depend on aggressive assumptions. Instead, he advises LPs to understand the risks and the factors that could impact the deal's success.
We also touched on the topic of fees, with Aleksey explaining the rationale behind acquisition fees and the importance of transparency from GPs. He pointed out that while fees are necessary for GPs to operate, LPs must understand how these fees impact their investment from day one.
For those interested in learning more from Aleksey , you can find him on LinkedIn, and his Substack, where he regularly shares valuable insights into the world of real estate investing.
Thank you for tuning in, and don't forget to like and subscribe for more expert advice on real estate syndication. Share the show with your friends and help them become better investors too!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode of the Real Estate Syndication Show, we had the pleasure of speaking with Jonathan Nichols, co-founder of Apogee Capital. Jonathan's unique background in aerospace engineering has provided him with a skill set that has proven invaluable in the world of real estate syndication. He shared insights into how his engineering mindset has influenced his approach to underwriting and risk management in real estate investments.
Key Points from Jonathan Nichols:
- Asset Management: Jonathan stressed the importance of asset management in the success of real estate syndication. He and his wife joined an asset management mastermind to excel in this area, as it's crucial for turning numbers on a page into reality.
- Debt Strategy: During 2021-22, Jonathan made the conservative decision to avoid high leverage bridge debt, which has paid off as his projects are now benefiting from low-interest, fixed-rate debt.
- Underwriting Tips: Jonathan provided tips on underwriting, such as being cautious with loan assumption deals and ensuring adequate leverage. He also mentioned the importance of understanding cap rates and their relationship with interest rates.
- Market Outlook: Jonathan shared his thoughts on the current market, expecting a slow first half of 2024 but reminding listeners of the long-term fundamentals of real estate investing.
- Advice for Investors: He advised stacking conservatism in reserves for operating expenses and CapEx to prepare for unexpected costs and emphasized the importance of cash flow management.
- Finding Investors: Jonathan discussed the evolution of finding investors, starting with friends and family, then growing through references, and now exploring social media platforms.
- Giving Back: Jonathan and his wife are service-oriented and have participated in building homes for families in need, which has been a meaningful way to give back to the community.
Listeners can learn more about Jonathan and his work at Apogee Capital by visiting their website, ApogeeMFC.com, or by following him on LinkedIn.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's highlight episode, we feature Nic McGrue, the founder of Polymath Legal PC, a firm specializing in helping real estate investors lawfully raise capital. Nick shared invaluable insights into the importance of having a legal expert on your team, especially when navigating the complex and nuanced laws and regulations of raising capital for real estate projects.
Nic's firm focuses on securities, mainly exempt securities, and assists clients in various industries, including multifamily, fix and flip funds, and self-storage, among others. With a decade of experience in syndication, Nic's practice is heavily centered on this area, making up about 70% of their work.
During our conversation, Nic highlighted the recent emphasis by the SEC on disclosures, particularly regarding private funds. He explained that confidential side letters and special terms offered to big investors must now be transparent to all members. This change aims to ensure that all investors are on an equal footing, regardless of the amount they invest.
Nic also touched on the common issue of finder's fees and the legalities surrounding them. He clarified that paying for introductions is permissible, but compensating based on the amount of capital raised requires a broker-dealer license. He suggested creative ways to work within the legal framework, such as paying for a time period rather than per investor introduction.
Click the links below to listen to the full episodes:https://lifebridgecapital.com/2023/11/01/disclosure-compliance-and-communication-insights-nic-mcgrue/https://lifebridgecapital.com/2023/10/31/mastering-sec-rules-for-multi-family-investments-nic-mcgrue/
Remember to like, subscribe, and share the Real Estate Syndication Show with friends to help them gain valuable knowledge about real estate syndication.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to another episode of The Daily Real Estate Syndication Show. Today we've compiled an exciting highlight episode from our recent shows that I'm confident you'll find informative and inspiring.
Our guest today was Ryan Tseko from Cardone Capital, who shared his incredible journey from being a commercial airline pilot to becoming an executive at one of the most recognized names in real estate syndication. Ryan's story is a testament to the power of transition and the transferability of skills from any profession to real estate.
Cardone Capital's origin story is a classic tale of starting small and dreaming big. They began with a single $20 million deal and have since grown to manage thousands of units and numerous funds, with their latest, Fund 23, raising over $1.1 billion exclusively from retail investors.
Ryan and I discussed the importance of buying in all market cycles and maintaining a long-term outlook, especially in the current economic climate where many are fearful. He emphasized the strategy of purchasing high-quality assets in prime locations and the potential benefits of buying in cash to later refinance when the market is more favorable.
We also touched on the significance of investor relations and the proactive approach Cardone Capital takes in reaching out to potential investors. Ryan highlighted the importance of building trust and providing education to investors, which is key to their ability to raise substantial capital for their funds.
Thank you for tuning in to today's episode. Remember to like, subscribe, and share the podcast with friends who are looking to learn more about real estate syndication. Until next time, keep learning and investing smart.
Click here to listen to the full episodes:https://lifebridgecapital.com/2023/11/02/flight-to-fortune-navigating-real-estates-3-billion-skies-ryan-tseko/https://lifebridgecapital.com/2023/11/03/flight-to-fortune-navigating-real-estates-3-billion-skies-ryan-tseko-part-ii/
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this episode of the Real Estate Syndication Show, our guest host Jim Pfeifer speaks to Grant Reaves, co-founder and managing director of Stoic Equity Partners. They delved into the intricacies of the real estate market, particularly focusing on the value-add multi-tenant flex industrial properties in the Southeast.
Grant shared his journey from starting in commercial real estate brokerage right after college to transitioning into the principal side of the business during the COVID-19 pandemic. He and his business partner, Jeremy Friedman, formed Stoic Equity Partners in 2020 and have since been actively involved in underwriting and acquiring properties.
Grant provided insights into what flex industrial properties are, typically ranging from 30,000 to 150,000 square feet and housing a mix of office and warehouse spaces. These properties cater to a variety of tenants, including general contractors and service-based businesses.
The conversation also covered the current state of the flex industrial market, particularly in secondary cities in the Southeast. Grant highlighted the low supply and high demand, the ability to purchase below replacement cost, and the resilience of these properties to work-from-home trends.
For investors looking to vet operators like Stoic Equity Partners, Grant emphasized the importance of examining supply and demand metrics, cash flow from day one, and the operator's in-house capabilities and use of local management and brokers.
Listeners can connect with Grant Reaves on LinkedIn or via email at greaves@stoicep.com. For more information about Stoic Equity Partners, visit stoicep.com.
Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network and deal flow for its members. For more information, you can visit www.leftfieldinves, or reach out to Jim via email at jim@leftfieldinvestors.com.
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to the Real Estate Syndication Show! I'm your host, Whitney Sewell, and today we continued our insightful conversation with Mark Allen. We delved into the current state of the market, looking ahead from 2023 to 2024, and discussed the strategies top-notch operators are employing to navigate these times.
Mark shared his experiences investing with a seasoned operator in the Dallas-Fort Worth area, emphasizing the importance of choosing the right sponsor and understanding micro-locations. He highlighted the operator's extensive background, ranging from mortgage brokerage to owning properties across various markets, and how this experience has been crucial in weathering market downturns.
We also touched on the challenges buyers face today, such as interest rate hikes and changing equity appetites. Mark recounted a personal story where a deal was affected by such market shifts, underscoring the volatility and unpredictability in the current environment.
For passive investors, Mark's advice was clear: education is key. He urged investors to become well-informed to effectively conduct due diligence on both the deal and the sponsor.
On the brokerage side, Mark discussed the importance of data and being proactive in marketing properties. He shared his disciplined approach to work and life, including his morning routine and the struggle to balance technology with family time.
Lastly, Mark opened up about his personal commitment to giving back, particularly through mentoring a young man from a lower-income background, and how this aligns with his values and desire to make a generational impact.
For those interested in connecting with Mark or learning more about his work, he can be reached through LinkedIn or the GREA.com website.
Thank you for tuning in, and don't forget to like, subscribe, and share the Real Estate Syndication Show with friends. Stay informed and empowered in your real estate investments, and I look forward to bringing you more valuable conversations in our upcoming episodes.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this episode, I had the pleasure of speaking with Mark Allen, co-founder and executive director at GREA. Mark has extensive experience in real estate investing, particularly in the Dallas-Fort Worth market. We discussed the state of the market in 2023 and the challenges faced by investors, such as rising interest rates and insurance costs. Mark emphasized the importance of having a long-term mindset and focusing on quality assets and locations.
He also highlighted the significance of the operator's experience and financial health in determining the success of a deal. While distress deals are not as prevalent in Dallas-Fort Worth, Mark believes it is still a good time to buy, as prices have adjusted and there are opportunities for those willing to navigate the market's volatility. We will continue the conversation with Mark in the next episode to delve deeper into the future of the market and what buyers and investors should expect.
If you want to learn more from Mark Allen and connect with him, visit his website at GREA and connect with him on LinkedIn. Stay updated with his insights and expertise in the real estate industry. Don't miss out on valuable opportunities to connect and learn from Mark!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to the daily real estate syndication show. I'm your host, Whitney Sewell, and in today's episode, we had the pleasure of speaking with Ben Spiegel, a General Partner and Portfolio Manager at Redwood Capital Advisors. Ben brought to light the burgeoning asset class of luxury RV destinations, which is gaining more traction than ever before.
Ben shared some eye-opening statistics that set the stage for the potential in the luxury RV destination industry. The average age of RV owners has dropped significantly, and there's a stark contrast between the number of new RVs sold and the number of new pads built, indicating a ripe market for development.We delved into the lifestyle changes post-COVID, where millennials are opting for a nomadic lifestyle, valuing experiences over material possessions. Ben explained how this shift has led to a demand for luxury RV communities, which offer a more stable cash flow due to longer average stays compared to RV resorts.
Redwood Capital Advisors focuses on new construction of RV communities, emphasizing the benefits of horizontal development, which is less complex and quicker than vertical construction. Ben highlighted the advantages of building communities over resorts, such as lower turnover and operational costs, leading to better operating margins.
Ben also touched on the unique financing opportunities available through USDA loans for rural development, which offer favorable terms and help make these projects feasible. He shared insights into the profitability of these luxury RV destinations, including the potential for selling individual pads to owners.
As we wrapped up, Ben shared his outlook on the real estate market, expressing caution and advising investors to seek unique opportunities with clear competitive advantages. He also shared his commitment to giving back to the community through volunteering and mentoring underprivileged children.
For those interested in learning more about Redwood Capital Advisors and their work in luxury RV destinations, Ben invites listeners to visit their website and connect on with him on LinkedIn.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are keen on exploring innovative real estate investment opportunities.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In our final segment with Kelsey Head, a seasoned CPA with nearly two decades of tax experience, we continue our enlightening discussions on the Real Estate Syndication Show. As the co-founder of Head Tiler LLP, Kelsey shares invaluable insights into tax planning for real estate investors.
One key aspect that Kelsey emphasizes is the value of bundling services. Her firm offers a comprehensive package that includes tax returns and year-round planning, ensuring that clients feel comfortable reaching out with any questions without worrying about excessive charges.
We also explore when it's appropriate for investors to seek professional tax help. While individuals with straightforward tax situations can handle their taxes online, Kelsey advises consulting a professional when dealing with investments, K-1s, passive losses, or real estate transactions.
For those investing out of state, Kelsey stresses the importance of filing taxes in the states where properties are located. This enables the utilization of losses against future gains, which may not be possible if state returns are neglected.
When choosing a CPA, Kelsey's advice is simple but crucial: find someone you trust and feel comfortable with. Approachability and a willingness to provide advice without excessive charges for every phone call are essential qualities to consider.
We hope this episode provides our listeners with valuable insights to confidently navigate tax planning and select the right CPA. Remember to like, subscribe, and share the Real Estate Syndication Show with friends who can benefit from these expert perspectives.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to the Real Estate Syndication Show. I'm your host, Whitney Sewell, and in today's highlight episode, we had the pleasure of speaking with Dan French, a seasoned real estate professional with nearly two decades of experience. Dan is the Managing Director of ATX Acquisitions and CEO at ResProp Management, with an impressive track record of managing over $2 billion in assets and operating 15,000 apartment units.
Throughout the episode, Dan shared his journey in real estate, starting at the age of 25 with small deals and growing into a significant player in the industry. He candidly discussed the challenges he and his business partner, Pete Rex, faced during the 2008 financial crisis, including being overleveraged and having insufficient capital reserves. These experiences taught them valuable lessons about downside protection and the importance of having a strong team.
Dan emphasized the significance of building an A-class team and how their shared mission and integrity have been crucial to their success. He also touched on the current market conditions, including the bid-ask spread issue, and how his team is preparing for potential opportunities with a general partner fund that allows investors to either choose individual deals or invest in a diversified portfolio.
Click here to listen to the full episodes:https://lifebridgecapital.com/2023/10/27/tips-for-better-downside-protection-dan-french/https://lifebridgecapital.com/2023/10/30/market-trends-you-need-to-be-aware-of-dan-french/
Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are interested in the world of real estate investing. Stay tuned for more valuable content in our next episodes.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's highlight episode we feature Tyler G. Mount, a personal brand expert and CEO of Henry Street Creative. Tyler shared his extensive background, which spans across various industries including pharmaceuticals, hospitality, lifestyle brands, and real estate, to name a few.
Tyler emphasized the importance of personal branding, especially in the real estate niche. He explained that building a personal brand is not just about increasing visibility but also about creating a marketing ecosystem that can significantly boost your Gross Commission Income (GCI) and production year over year.
We delved into the concept of humanizing your brand. Tyler pointed out that many professionals make the mistake of being too professionally minded in their content. He stressed that in our industry, which is all about relationship building, it's crucial to show your human side to potential clients and investors.
Tyler also discussed the power of focusing on the personal brand of a leader rather than the corporate brand. He shared insights on how the ethics and values of leaders trickle down into the decisions of the corporation, making the personal brand a key aspect of the overall corporate identity.
For those with no online presence, Tyler provided actionable steps to quickly rectify this disadvantage. He highlighted the importance of perception over experience and the need for a personalized website that reflects the luxury market you aim to attract.
Tyler shared a game-changing LinkedIn life hack for lead generation and relationship building. He advised adding 20 new connections daily, reaching out to them, and offering help without expecting anything in return. He also recommended using Dripify to automate this process.
Click here to listen to the full episodes and learn more about real estate syndication:
- https://lifebridgecapital.com/2023/10/25/tyler-mount-your-brand-story/
- https://lifebridgecapital.com/2023/10/26/tyler-mount-your-brand-story-part-2/
Don't miss out on valuable insights and tips from industry experts. Like and subscribe to the Real Estate Syndication Show and share it with your friends!
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode , we continue our conversation with Kelsey Head, a seasoned CPA and partner at Head Tiler LLP. With 19 years of tax experience, Kelsey shared her insights on how real estate investors can navigate the complexities of tax benefits, particularly focusing on the coveted real estate professional status.
Kelsey emphasized that becoming a real estate professional can significantly impact an investor's ability to deduct passive losses and offset income. However, she pointed out that there are stringent requirements and common misconceptions to be aware of. For instance, full-time W-2 employees are unlikely to qualify as real estate professionals since more than 50% of their activities must be in real estate. Kelsey also highlighted the importance of documenting hours meticulously to meet the IRS's criteria.
We delved into strategies for restructuring employment to meet the qualifications, such as transitioning from W-2 to 1099 and reducing work hours. Kelsey also touched on the potential for spouses to qualify, thereby extending the benefits to both partners.
Listeners were cautioned against common pitfalls and misinformation, such as the misconception that holding a real estate license or working in mortgage lending automatically qualifies one as a real estate professional.
Kelsey's expertise was invaluable in shedding light on the nuances of achieving real estate professional status and the significant tax advantages it can offer. Her advice is a reminder of the importance of consulting with tax professionals to navigate the complex tax landscape in real estate investing.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are looking to deepen their understanding of real estate investment and tax strategies.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode of the Real Estate Syndication Show, we had the pleasure of speaking with Kelsey Head, a seasoned tax expert and partner at Head Tiler LLP. Kelsey brought her 19 years of tax experience to the table, providing invaluable insights into the tax nuances of passive investments, particularly in real estate syndication.
Key Takeaways:
- Passive Loss Limitations: Kelsey clarified a common misconception among new investors regarding passive losses. The IRS allows the collection of passive income without concern, but passive losses can only be deducted against passive income, not active income like wages from a job.
- Depreciation and Passive Investments: Many investors are enticed by the promise of significant depreciation in the first year of investment. However, Kelsey pointed out that unless you have other passive income, these losses don't provide an immediate tax benefit. They are not lost but carried forward to offset future gains from the sale of the property.
- Active Participation Requirements: To be considered active in an investment, one would need to contribute at least 500 hours of work to a single activity. For limited partners in a syndication deal, achieving this level of involvement is highly unlikely.
- Offsetting Gains with Carried Forward Losses: When a property is sold, and a gain is realized, the passive losses that have been carried forward can be used to offset this gain, reducing the potential tax burden.
- Investment Timing and Strategy: Kelsey suggested that investors might need to be more strategic with their investment timing, especially with the phase-down of bonus depreciation from 100% in 2022 to 80% in 2023 and further reducing in subsequent years.
This episode shed light on the intricacies of passive investment taxation, emphasizing the importance of understanding the IRS rules and planning accordingly. Kelsey's expertise highlighted the need for investors to manage their expectations regarding immediate tax benefits and to consider their long-term investment strategy for optimizing tax advantages.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends who could benefit from these insights into real estate investing and taxation.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you a real estate investor who's puzzled by the K-1 form? In this episode, we've got you covered! Our guest, Kelsey Head, a tax expert with nearly two decades of experience, breaks down everything you need to know about the K-1 form and how to make the most of it.
Kelsey emphasizes the importance of verifying personal information on the K-1 as soon as it's received. She points out that checking the basics like name, entity, social security number, address, and EIN can save a lot of time and hassle down the line. She also highlights the significance of ensuring that contributions and distributions are accurately reflected on the form.
We discuss the common confusion that arises during the sale year when LPs see a large amount of income reported on their K-1s. Kelsey clarifies that receiving cash from a sale does result in income because it's tied to the gain from the property sale.
Another concern for investors is the timing of filing their tax returns, especially if they're waiting on their K-1s. Kelsey reassures listeners that filing a few weeks after the April 15th deadline is not an issue from an IRS standpoint and that there's no correlation between late filing and increased audit risk.
For those seeking further tax advice or who have questions about their K-1s, Kelsey is available via email at khead@headtyler.com, although she did mention that response times might be slower during the busy tax season. Take advantage of her expertise and ensure you have all the information you need for your real estate investments.
Don't forget to like, subscribe, and share the Real Estate Syndication Show with friends who could benefit from insights on real estate investing and tax matters.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode, we continue our conversation with Eric Allen, an expert in podcasting. Eric shares his insights on podcast metrics, increasing listenership, and improving interview skills. He emphasizes the importance of focusing on how much of the show people are listening to rather than getting hung up on download numbers.
Eric recommends being a guest on other shows to increase exposure and shares the value of sharing episodes with one's network. He also discusses the importance of being prepared for interviews by writing down and rehearsing one's story. Eric highlights the significance of gratitude and morning routines in his own life, including waking up at 4 am and spending time in prayer and reflection.
He encourages giving back to others and shares his experiences with mission trips. Overall, Eric's passion for podcasting and helping others shines through in this episode.
Key Points:
- Focus on how much of the show people are listening to rather than download numbers.
- Being a guest on other shows can increase exposure and listenership.
- Share episodes with your network to expand reach.
- Prepare for interviews by writing down and rehearsing your story.
- Express gratitude and establish a morning routine for personal growth.
- Give back to others through time, financial support, or acts of kindness.
To connect with Erik Allen and learn more about his work, visit his website at ErikAllenMedia.com. You can also find him on Instagram at @erikgallen and on YouTube at Erik Allen Media. Don't miss out on the opportunity to connect with Erik and discover valuable insights in the world of podcasting and entrepreneurship.
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, we had the pleasure of speaking to Erik Allen, a podcasting expert who has overcome many challenges in his life. Erik shares his personal journey of growing up in a broken home, battling addiction, and finding redemption through his faith. He emphasizes the importance of changing one's environment and seeking out positive influences.
We then delved into the world of podcasting, with Erik providing valuable insights and tips for aspiring podcasters. He stresses the significance of launching a podcast on a topic that one is passionate about and finding ways to bring value to guests. Erik also discusses the importance of consistency and not giving up, as many podcasters tend to quit after just a few episodes.
We also touched on the topic of finding guests for a podcast. Erik recommends reaching out to guests through Instagram DMs and using personalized video messages to capture their attention. He emphasizes the importance of offering value to potential guests and focusing on promoting their work.
Overall, this episode provides valuable advice for anyone interested in starting a podcast or looking to improve their existing podcast. Erik's personal story and expertise in podcasting were truly inspiring, and I'm grateful to have had him as a guest on the show.
To connect with Erik Allen and learn more about his work, visit his website at ErikAllenMedia.com. You can also find him on Instagram at @erikgallen and on YouTube at Erik Allen Media. Don't miss out on the opportunity to connect with Erik and discover valuable insights in the world of podcasting and entrepreneurship.
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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In this highlight episode, we feature Larry Taylor, a seasoned real estate investor with over 50 years of experience. Larry shared his journey in the real estate industry, starting from a young age when he developed a passion for it. He emphasized the importance of following your passion and being in the right place at the right time.
Larry's niche is the West side of Los Angeles, which he believes is the best location for real estate investment due to its high concentration of wealth, desirable weather, and limited supply of available land. He explained that properties in this area rarely come to market unless there is an event such as a death, divorce, or bankruptcy. Larry also highlighted the benefits of owning real estate in terms of tax advantages and the pride of ownership.
When it comes to his business model, Larry focuses on long-term investments and forming private equity real estate companies that own portfolios of properties. He discussed the advantages of leveraging properties and building relationships with lenders. He also shared his surprising experience with his non-levered private equity company, which received less interest from investors compared to the traditional levered company.
In terms of the current market conditions, Larry acknowledged the impact of rising interest rates and limited availability of debt. However, he mentioned that there are still opportunities to buy properties at a slight discount. He advised investors to never borrow more than they can afford to pay back and to develop strong relationships with banks.
Overall, Larry provided valuable insights into surviving market downturns and making successful real estate investments. He encouraged listeners to reach out to him and his team to learn more about their investment opportunities and long-term approach to real estate.
Click the links below to listen to the full episode and gain more insights from Larry Taylor !
https://lifebridgecapital.com/2023/10/23/focusing-on-las-west-side-for-real-estate-larry-taylor/
https://lifebridgecapital.com/2023/10/24/debt-market-impact-on-real-estate-larry-taylor/
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this highlight episode, we feature Kenny Wolfe, an experienced real estate investor, back to the show. Kenny provides an update on his business, which now has $715 million in assets under management. He discusses his ventures in multifamily, triple net funds, and office conversions. Kenny explains that while multifamily deals are currently scarce, the underlying metrics such as rents and occupancies remain strong. However, the challenge lies in managing debt and navigating interest rate fluctuations.
He advises investors to focus on surviving until 2025 when interest rates are expected to decrease. Kenny also shares his experiences with triple net funds, highlighting the stability and high credit tenants involved. He emphasizes the importance of selecting the right tenants and managing property taxes and insurance.
The conversation then shifts to office conversions, with Kenny explaining the process of transforming vacant office buildings into multifamily spaces. He discusses the challenges of plumbing and maximizing space within the existing floor plan. Kenny also mentions the benefits of historic office conversions, including grant money from the federal and state governments. He concludes by expressing his belief that the office conversion trend will continue as businesses assess their physical occupancy needs.
Click here to listen to the full episodes:https://lifebridgecapital.com/2023/10/17/what-to-do-if-your-deals-are-struggling-kenny-wolfe/https://lifebridgecapital.com/2023/10/18/how-to-convert-office-space-to-multifamily-kenny-wolfe/
Don't miss out on the valuable insights and discussions in these episodes! Tune in now to learn more about real estate syndication and how you can build wealth in the industry.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this episode, our guest host Jim Pfeifer speaks to J.P. Albano, the CEO and co-founder of Significan Lifestyle Communities, a multifamily operator. J.P. shares his journey from being a computer guy to becoming an active real estate investor. He explains how he discovered the power of passive income and why he chose to focus on apartments.
J.P. also discusses the importance of providing a positive living experience for tenants, which he refers to as "members," and how it can lead to both financial success and a meaningful impact on their lives. He emphasizes the need to prioritize the well-being of tenants and the value of creating a win-win-win situation for investors, operators, and members. J.P. also touches on the potential challenges of cost-cutting and the importance of effective communication with investors.
Finally, he shares his insights on the current multifamily market and the opportunities it presents for investors. Overall, this episode provides valuable insights into the world of multifamily investing and the importance of a tenant-centric approach.
To learn more about JP Albano and his real estate investment strategies, visit his website at jpalbano.com. You can also sign up for early access to his upcoming book, "So Rich You Can Quit." Don't miss out on valuable insights and opportunities in the real estate market!
Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network and deal flow for its members. For more information, you can visit www.leftfieldinves
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome back to another episode of the Real Estate Syndication Show. Today, we had the pleasure of speaking with Kim Daly, a seasoned franchise consultant with nearly 23 years of experience. Kim shared her insights on why real estate investors should consider franchising as a means to diversify their portfolios, especially in the current economic climate where high interest rates and limited real estate availability pose challenges.
Kim emphasized the benefits of franchising, such as the ability to scale wealth and the support of established systems and processes. She introduced the concept of semi-absentee ownership, where investors can take on a CEO role and hire a general manager to handle day-to-day operations, allowing for a more hands-off approach to business management.
One of the key takeaways from our conversation was the mutual selection process in franchising. It's not just about buying a franchise; it's about being awarded one based on a good fit with the franchisor's culture and expectations. Kim also touched on the reasons behind franchise failures, often attributing them to the owner's inability to follow the system or maintain the necessary mindset for success.
For those interested in exploring franchising opportunities, Kim Daly can be reached through her website, The Daly Coach, or her extensive video library on KimDaly.tv. She's committed to educating potential investors to make informed decisions without regrets.
Don't forget to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. Visit lifebridgecapital.com to start investing today. Happy New Year, and here's to your success in diversifying your investment portfolio!
Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network and deal flow for its members. For more information, you can visit www.leftfieldinves
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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Welcome back to another episode of your daily real estate syndication show. I'm your host, Whitney Sewell, and today we had the pleasure of catching up with Devin Elder, a respected figure in the real estate space. It's been a couple of years since our last conversation, and there's a lot to catch up on.
Devin shared an overview of his business, DJE, which has a significant presence in the Texas real estate market, primarily focusing on multifamily properties. Despite the challenges posed by the current economic climate, DJE has been actively pursuing acquisitions, including a 300-unit deal closing this week. Devin emphasized the importance of finding good basis deals and adapting to the high-interest-rate environment.
We discussed the necessity of being creative in times when traditional multifamily deals are scarce. Devin highlighted their pivot into land deals, which has proven to be a lucrative and enjoyable venture. By subdividing larger tracts of land and offering them to a different buyer pool, they've been able to maintain deal flow and provide investors with consistent opportunities.
Devin also touched on the structure of these land deals, explaining that they are set up as 506B debt offerings, allowing investors to earn a fixed return. This approach has been beneficial for both the company and the investors, offering flexibility and a variety of investment options.
The conversation also covered the importance of building and maintaining investor relationships, with referrals being the primary source of new investors. Devin shared insights into their marketing strategies and the value of having regular conversations with potential investors.
Lastly, we delved into DJE's debt fund, which provides additional flexibility for the company to execute deals across various asset classes. Devin outlined the fund's structure and the goal of keeping it sufficiently deployed to meet investor expectations.
For those interested in learning more about Devin and DJE's strategies, visit djetexas.com. And don't forget to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. Join us again tomorrow for more insights into the world of real estate syndication.
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In today's episode we continue our conversation with Stash Gelezinski, a partner at Nedl, and a seasoned expert in the commercial real estate industry. Stash brought to the table over 15 years of experience and shared insights on how AI and machine learning are revolutionizing the way we approach real estate investments.
Key Points from the Episode:
Nedl's Innovative Platform: Nedl a data analytics firm, is revolutionizing the commercial real estate industry with its innovative platform. They have meticulously cataloged every multifamily property in the United States with 50 units or more, providing clients with updated leads on a monthly basis. This platform allows brokers and operators to optimize their portfolios and maximize their returns by leveraging data-driven insights.
The Power of Specificity in Prospecting: Stash emphasizes the importance of specificity when prospecting property owners. Instead of asking if they want to sell any property, it is more effective to target a specific property of interest. This approach leads to more meaningful conversations and increases the likelihood of potential deals.
Challenges and Market Predictions: Stash discusses the challenges faced in 2023, specifically the gap between buyer and seller expectations. He predicts that the real estate market will improve as the Federal Reserve indicates potential interest rate decreases. This could help narrow the expectation gap and create more favorable conditions for transactions.
Advice for Passive Investors: Stash advises passive investors to thoroughly understand the sponsor they are investing with and the metrics of the deal. It is crucial to assess the sponsor's track record and evaluate the feasibility of their projections. By conducting due diligence, passive investors can make informed decisions and mitigate risks.
Listeners interested in Nedl's AI platform can visit nedl.us for more information or to request a demo. For brokerage inquiries, Stash can be reached at capstone-companies.com, or via email at stash@needle.us.
Remember to like and subscribe to the Real Estate Syndication Show for more insights on building wealth in real estate. Visit lifebridgecapital.com to start investing today.
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this episode , we had the pleasure of speaking with Stash Gelezinski, a partner at Nedl and a managing director at Capstone Apartment Partners. Stash brings over 15 years of experience in commercial real estate and shares his insights on how AI and machine learning can revolutionize the industry.
Stash's firm, Nedl, is at the forefront of data analytics in commercial real estate, helping clients optimize their portfolios and maximize returns. He discusses how his brokerage experience has shaped the development of Needle's platform, which aims to assist brokers and operators in identifying targeted property opportunities.
One of the highlights of our conversation was Stash's self-proclaimed superpower: cold calling. He believes that cold calling is an essential skill for anyone in the real estate business, whether they're brokers, operators, or involved in capital raising. Stash shared his approach to cold calling, emphasizing the importance of getting to the point quickly to respect the recipient's time.
Stash also provided valuable tips on how to become proficient at cold calling, including the use of scripts and flowcharts, the importance of repetition and learning from each call, and the necessity of being honest and not making things up on the fly.
We delved into the practical aspects of managing contacts and leads, with Stash recommending the use of a CRM over Excel sheets for better efficiency. He mentioned HubSpot as a user-friendly option and Salesforce for more complex needs. Additionally, Stash introduced us to RingDNA, a dialer tool that integrates with browsers and helps streamline the calling process.
Overall, this episode offered a wealth of knowledge for anyone looking to improve their cold calling skills and leverage technology to succeed in the competitive field of commercial real estate.
Remember to like and subscribe to the Real Estate Syndication Show for more insights on building wealth in real estate. Visit lifebridgecapital.com to start investing today.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to another highlight episode ,today we had the pleasure of reconnecting with Sal Buscemi, a seasoned investor and managing director at Dandrew Partners LLC. Sal shared a wealth of knowledge about the current state of investing, particularly in the real estate and life sciences sectors.
Sal has recently moved to Miami, a strategic decision to be closer to the cosmopolitan network and the families he's known since his time at Goldman Sachs. He discussed the impact of the Bitcoin craze on Miami's transformation into a tech hub and shared insights into his multifamily office, HRN, which stands for Harlem River Navy.
HRN was formulated during the pandemic and has shifted its focus from real estate to life sciences and technology investments. Sal emphasized the importance of investing in ventures with high barriers to entry and founders with multiple exits under their belts. He also highlighted the significance of having other smart money investors alongside in deals.
Discussing the current challenges in raising capital, Sal pointed out that rising interest rates have disrupted previously stable markets like commercial real estate. He also mentioned the geopolitical risks and the upcoming contentious elections as factors contributing to investor hesitancy.
When it comes to engaging with ultra-high-net-worth families, Sal stressed the importance of building long-term relationships and being of service to potential investors. He shared anecdotes of how impactful investments in life sciences have provided both financial returns and a sense of contributing to society.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. Visit lifebridgecapital.com to start investing with us today.
Click the links below to tune in to the full episodes and learn more:
https://lifebridgecapital.com/2023/10/09/how-high-net-worth-individuals-invest-salvatore-buscemi/
https://lifebridgecapital.com/2023/10/10/from-10m-to-100m-net-worth-salvatore-buscemi/
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In today's highlight episode, we feature tax lawyer and self-directed IRA expert, Matt Sorenson. Matt shared his extensive knowledge on how investors can leverage their retirement accounts to invest in real estate and private companies.
Matt Sorenson is a tax lawyer by trade and the co-founder of KQS Lawyers. He became an expert in self-directed IRAs, focusing on how people can use their retirement accounts to invest in real estate and private companies. Recognizing the lack of information in this field, Matt wrote the book "The Self-Directed IRA Handbook," which has become the go-to resource for government agencies and industry professionals.
Matt emphasized the importance of investing in assets that investors are passionate about and understand. He highlighted the vast amount of money sitting in retirement accounts, approximately $35 trillion, and how it can be used to invest in alternative assets like real estate. Matt explained the difference between Roth and traditional IRAs, with Roth IRAs offering tax-free growth and withdrawals, making them particularly advantageous for investors.
For investors looking to utilize their retirement accounts, Matt outlined the three-step process: opening a self-directed account, funding it by transferring money from an existing retirement account, and then investing it in real estate or other opportunities. He also provided valuable insights for capital raisers, explaining how they can tap into the vast pool of retirement funds by educating potential investors about the possibilities of self-directed IRAs.
Click the links below to tune in to the full episodes and learn more about real estate syndication and how to build wealth in the industry. Don't miss out on valuable insights and expert advice from industry professionals.
https://lifebridgecapital.com/2023/10/05/buying-real-estate-with-iras-401ks-mat-sorensen/
https://lifebridgecapital.com/2023/10/06/capital-raisers-and-retirement-fund-investments-mat-sorensen/
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In this highlight episode we feature Andy McQuade, a seasoned consultant in the commercial multifamily real estate sector. Andy shared his insights on common issues faced by operators and how his Total Cost of Ownership (TCO) method is revolutionizing the way they manage and increase their properties' net operating income (NOI) and return on investment (ROI).
Andy's background includes over two decades in the supply side of real estate, which has equipped him with a deep understanding of the challenges operators face. His transition to consulting has allowed him to leverage this experience to help operators enhance their portfolios by adopting best practices from across the industry.
Throughout the conversation, Andy emphasized the importance of looking beyond the initial purchase price of products and considering the long-term costs associated with maintenance, utilities, and disposal. He provided compelling examples, such as the choice between traditional smoke detectors and 10-year sealed units, and the decision to replace flappers in toilets with more durable options. These examples highlighted how operators can save significant amounts of money and time by making more informed purchasing decisions.
Andy also touched on the importance of process costing, which includes all expenses related to a maintenance task, not just the cost of materials but also the labor and associated overheads. He stressed the need for operators to think about the end goal and how every decision, no matter how small, should align with the overall business strategy.
Remember to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. For those ready to start investing, visit lifebridgecapital.com to begin your journey today.
Click the links below to tune in to the full episodes.
https://lifebridgecapital.com/2023/10/03/increase-your-net-operating-income-with-the-tco-method-andy-mcquade/
https://lifebridgecapital.com/2023/10/02/this-model-could-help-you-save-money-on-every-property-andy-mcquade/
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to the Real Estate Syndication Show! In today's episode, we're continuing our conversation with Sharad Mehta, the CEO of Resimpli, as he shares his journey of scaling a business and using virtual assistants effectively worldwide. Starting Resimpli in 2017, Sharad emphasizes the importance of clear expectations, consistent feedback, and placing the right people in the right roles.
With a global team across the Philippines, Bangladesh, India, and the US, Sharad has built a cohesive virtual culture. Despite not meeting most team members in person, he values personal connections, evident in his upcoming international team meeting. Sharad's hiring strategy focuses on character and work ethic, particularly in customer support roles, and he shares a clever tip for filtering candidates who pay attention to detail.
For managing remote teams, Sharad relies on tools like Slack, Hubstaff, and ClickUp. He offers a unique perspective on efficiency metrics, using them to prevent team burnout. Successful hiring platforms like onlinejobs.ph and referrals from existing team members are key components of Sharad's recruitment approach.
In summary, Sharad's journey provides valuable insights into business scaling, effective remote team management, and strategic hiring practices. Tune in for practical advice on building and leading a successful business in today's dynamic environment.
To connect with Sharad or learn more about Resimpli, you can reach him at sharad@resimpli.com or resimpli.com
Thank you for tuning in, and don't forget to like, subscribe, and share the Real Estate Syndication Show with friends. Visit lifebridgecapital.com to start investing in real estate today.
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Welcome back to another episode of the Your Daily Real Estate Syndication Show. In this episode, Whitney Sewell interviews Sharad Mehta, the founder and CEO of Resimpli. Sharad introducesResimpli, a cloud-based software platform designed to make real estate investing more efficient. The platform integrates data management, marketing, sales, and operations, providing investors with a comprehensive solution for their business needs.
One of the key points discussed in the episode is the importance of choosing the right marketing channel. Sharad emphasizes the need for consistency in marketing and advises investors to select a channel they can commit to for the long term. While every marketing channel can be effective, it is crucial to be consistent and persistent in order to see results.
Tracking marketing efforts is another crucial aspect of successful real estate investing. Sharad advises investors to use different tracking numbers for each marketing campaign to accurately measure their effectiveness. This allows investors to determine which campaigns are yielding the best return on investment and make informed decisions about future marketing strategies.
Consistency and follow-up are key to success in real estate marketing. Sharad stresses the importance of having good follow-up processes in place and using automation to stay in touch with potential sellers. By staying on the radar of motivated sellers and maintaining regular communication, investors increase their chances of closing deals.
In conclusion, Sharad Mehta provides valuable insights into making real estate investing more efficient and effective. Resimpli, offers a comprehensive solution for managing various aspects of the investment process, from data management to marketing and operations. By leveraging data, targeting motivated sellers, and maintaining consistent marketing efforts, investors can improve their chances of success in the real estate market.
Listeners can reach out to Sharad directly via email at sharad@resimpli.com and learn more about Resimpli, at Resimpli.com. Don't forget to like and subscribe to the Real Estate Syndication Show for more insights on building wealth in real estate. Visit lifebridgecapital.com to start investing today.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode, we have the pleasure of welcoming back Nelson Marsh, a visionary in the realm of real estate and hospitality. Nelson previously enlightened us on the concept of irreplaceable real estate and the Marsh Collective's innovative approach to development. If you missed that insightful discussion, I highly recommend giving it a listen.
Our conversation today took a deep dive into the Marsh Collective's unique philosophy of "redemptification" in real estate, a term coined by Nelson's father, John Marsh. This concept is a compassionate response to the negative aspects of gentrification, focusing on community enhancement and preservation rather than displacement.
Nelson shares his personal journey, from being a homeschooled prodigy to a passionate entrepreneur in the wine industry. His story is a testament to the power of resilience and learning through failure. Despite the success of his wine bar, Nelson faced significant challenges, including theft by trusted employees and a devastating injury. These hardships, compounded by the impact of COVID-19, led to the difficult decision to close his business.
However, Nelson's entrepreneurial spirit and dedication to hospitality didn't end there. He returned to work with his family at the Marsh Collective, applying the hard-earned lessons from his wine bar to create spaces that truly resonate with people. Nelson emphasized the importance of right-sizing in the hospitality industry, advocating for intimate, well-crafted experiences over expansive, impersonal venues.
As we wrapped up, Nelson left us with a powerful message: love of place should be the primary strategy in real estate development. It's not just an underlying sentiment; it's the driving force behind creating spaces that people are drawn to and where businesses can thrive.
For those interested in learning more about Nelson's work or the Marsh Collective, he invites you to visit their website or tune into the Redemptification Podcast. And if you ever find yourself in Opelika, Nelson would be delighted to show you around and share the love that they pour into every project.
Remember to like and subscribe to the Real Estate Syndication Show for more stories and insights on building wealth through real estate. Visit li
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's episode, we had the pleasure of speaking with Nelson Marsh from the Marsh Collective, a company that specializes in restoring historic properties in Opelika, Alabama. Nelson shared his passion for revitalizing old buildings and how his family's commitment to their town has led to a remarkable transformation of the local real estate landscape.
Nelson Marsh and the Marsh Collective have restored over 300 historic properties in Opelika, Alabama, bringing new life to the town. Their unique approach to real estate development focuses on "irreplaceable real estate" and the belief that every building, no matter its condition, holds inherent value. By restoring these properties, they not only create profit but also foster community and hospitality.
One of the most captivating stories Nelson shared was about a young entrepreneur who wanted to start a coffee shop with limited resources. The Marsh Collective took a chance on him, providing a small space and guidance. That coffee shop has since grown into a thriving business, contributing significantly to the town's appeal.
Nelson's philosophy emphasizes the importance of making an impact and investing with love and care. He encourages listeners to become "somewhere people" who are deeply invested in their communities and actively shape them.
For those interested in learning more about Nelson's work or seeking guidance on their own real estate ventures, they can reach out to him through the Marsh Collective website or the Redemptification Podcast.
Don't forget to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. Tune in for our next episode, where we'll delve into Nelson's entrepreneurial journey and the beginnings of his career in real estate. Join us at lifebridgecapital.com to start your investment journey today.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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In today's highlight episode, we've compiled some incredible insights from our esteemed guest, Brian Bailey from the Federal Reserve Bank of Atlanta. Brian shares a wealth of knowledge that I'm confident will be invaluable to our listeners, especially those involved in commercial real estate.
Brian provides an overview of the current state of the economy, touching on the resilience of the U.S. economy despite the headwinds and tailwinds it's facing. He discusses the impact of the Federal Reserve's interest rate hikes and how they traditionally lead to a slowing economy. However, he points out the robust job growth and the deceleration from previous years.
We delve into the accuracy of commercial real estate values, with Brian expressing that they are more challenged today due to various factors, including job growth, population migration, and consumer spending. He highlights the overbuilding in the luxury multifamily segment, which contrasts with the shortage in workforce and affordable housing.
Lastly, Brian and I talks about the potential impact of decreased property tax revenues on municipal services and how this could affect commercial real estate owners. We also cover the significant increase in insurance rates and the strategies operators might employ to mitigate these risks.
Thank you for tuning in to today's episode. Remember to like, subscribe, and share The Real Estate Syndication Show with your friends. For those looking to build wealth in real estate, head over to lifebridgecapital.com to start investing today.
Click the links below to listen to the full episodes and gain valuable insights from Brian Bailey on the current state of the economy, commercial real estate values, the health of banks, increased expenses, and more!
https://lifebridgecapital.com/2023/09/28/challenges-and-opportunities-in-commercial-real-estate-lending-brian-bailey/
https://lifebridgecapital.com/2023/09/29/the-impact-of-insurance-and-property-taxes-on-real-estate-investments-brian-bailey/
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome to today's highlight episode, where host Whitney Sewell sits down with the highly respected real estate investor and industry expert, Vinney Chopra. In this episode, Vinney shares compelling highlights from his remarkable real estate journey over the past two years. He offers firsthand insights into his transition from starting with a humble duplex in Odessa, Texas to achieving an impressive portfolio worth over a billion dollars in assets under management (AUM). Vinney's captivating stories and experiences are sure to captivate and inspire both seasoned and aspiring real estate professionals.
During the episode, Vinney delves into his pivot towards senior assisted living and memory care facilities, shedding light on the immense opportunities within this niche market. Listeners can gain invaluable insights from Vinney's expertise as he shares practical advice for passive investors and operators considering venturing into the senior living space.
With a wealth of knowledge and hands-on experience, Vinney provides valuable tips and strategies that will resonate with anyone looking to advance their real estate investment endeavors. Be prepared to be immersed in a wealth of practical wisdom as Vinney shares his wisdom and industry insights, making this episode a must-listen for anyone seeking to elevate their real estate investment strategies.
Tune in to the full episodes to learn more from Vinney Chopra about his incredible journey in real estate syndication, his transition to senior living investments, and his insights on the industry. Click the links below to listen to the full episodes and gain valuable knowledge and inspiration for your real estate endeavors.
https://lifebridgecapital.com/2023/09/25/why-you-should-consider-investing-in-senior-living-vinney-chopra/
https://lifebridgecapital.com/2023/09/26/how-to-get-started-in-senior-living-investments-vinney-chopra/
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome back to another compelling episode of The Real Estate Syndication Show! In today's continuation with the insightful Andy Sinclair, we delve into the world of JV equity and preferred equity. Andy, representing Midloch a distinguished real estate operator and investment company, shares valuable insights into their partnership approach with smaller and medium-sized real estate companies.
He emphasizes the significance of local relationships and the pivotal role of an investor in bringing essential resources to aid their local operating partners. Furthermore, Andy sheds light on the challenges Midloch is currently facing, the importance of tracking key metrics, and the habits that have contributed to his success.
Additionally, he offers invaluable advice for passive investors, stressing the significance of communication and consistency in a successful real estate venture. Don't miss this episode, as Andy provides a wealth of knowledge and expertise that will empower you in your real estate investment pursuits.
So, whether you’re an investor, a family office, or simply intrigued by the dynamics of real estate syndication, gear up for a fact-packed session with Andy Sinclair. If you’re hungry for more detailed information on investing with Midloch, email Andy at asinclair@midloch.com, and don’t forget to leverage the data-rich resource, CRE Daily News, for your market analysis needs. Let’s uncover the layers of successful real estate investment strategies right here, on The Real Estate Syndication Show.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In today’s episode, we're diving into the world of commercial real estate with the astute Andy Sinclair, CEO of Midloch Investment Partners. We’ll be exploring why Andy and his team anchor their investments in the Midwest due to its lower risk profile and incredibly promising growth outlook, relative to the competitive blaze in hotspots like Texas and Florida.
As we dissect the resurgence of Midwestern markets through the lens of Realpage reports, Andy will share Midloch’s strategic approach to debt and capital structure to ensure stability over market cycles, expressing a preference for fixed interest rates and more conservative leverage practices.
Join us as Andy unveils the intricacies of market evaluation, showcasing the metrics that matter most, his pivot away from certain oversupplied markets, and the potential for distress and discounts that the current market climate might offer.
Plus, in a climate where over-leveraging and short-term hedging have become hazards, we’re getting into the nitty-gritty of debt selection and the role of gap equity in refinancing. And if you’re considering tapping into distressed funds, you won’t want to miss Andy’s insights on partnership importance and investment criteria discipline.
So, whether you’re an investor, a family office, or simply intrigued by the dynamics of real estate syndication, gear up for a fact-packed session with Andy Sinclair. If you’re hungry for more detailed information on investing with Midloch, email Andy at asinclair@midloch.com, and don’t forget to leverage the data-rich resource, CRE Daily News, for your market analysis needs. Let’s uncover the layers of successful real estate investment strategies right here, on The Real Estate Syndication Show.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Today's episode promises to deliver insightful discussion and strategic approaches to real estate investment. We are Joined by Nic DeAngelo, a well-versed investor who's changing the game to accommodate investors looking for shorter commitments and stable returns.
As many of you seek to navigate the choppy waters of market volatility, we'll delve into Nic's bullish approach to real estate and the "barbell" strategies that suit varying investor timelines. We'll compare the classic 5-10 year syndication hold periods with 12-month income fund models, reflecting on how these can mitigate risk amid fluctuating interest rates.
Prepare to hear firsthand how Nic's company tackled the challenging COVID landscape, transforming potential setbacks into opportunities by aligning with market demographics and adopting a cooperative approach with tenants. Nic also candidly discusses his centrist political views, focusing on the pivotal role of immigration in fostering economic growth and the competitive shortcomings of the US immigration policy compared to that of Canada's.
Additionally, Nic will take us behind the scenes of Saint Investments, highlighting their socially conscious approach to mortgages, aiming for outcomes that benefit everyone involved - borrowers, banks, and investors alike. With the evolving investor landscape shifting toward mortgage-focused investments, Nic has put a spotlight on the thriving sectors within commercial real estate, specifically multifamily and industrial, and the implications of manufacturing moving from China to North American soil.
So, if you're ready to get real about real estate syndication, tune in, and let's explore these pressing questions to elevate your investment game. Don't forget to hit like and subscribe for more episodes like this and visit lifebridgecapital.com to start your journey in real estate investing.
Don't miss out on the wealth of knowledge from today's expert, Nic DeAngelo! Head over to saintinvestment.com/resources to access valuable webinars, free resources, and smart investment strategies that Nic has generously offered. It's your opportunity to learn from a seasoned pro how to navigate the complex world of real estate and secure your financial future. Visit now to start elevating your investment game!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome to The Real Estate Syndication Show. In this episode , we dive deep into the dynamics of commercial real estate with the impressive Nic DeAngelo, CEO and founder of Saint Investment Group which boasts over $200 million in assets under management. With a rich history in real estate that saw him emerge stronger from the global financial crisis, Nic brings us invaluable insights into the current distress in commercial real estate and where the savvy investor might find good deals.
Join us as we discuss the reshaping of manufacturing in North America, the rising demand for housing in regions like the Midwest, and how multifamily and industrial properties are weathering the storm better than others.
Moreover, Nic sheds light on the profound demographic shifts happening in the workforce, the dwindling labor participation rate of Gen Z, and the ripple effects of the aging baby boomer generation. We'll explore the inevitable wealth transfer to millennials, evolving investment strategies, and potential disruptors like geopolitical tensions and China's demographic decline.
So buckle up for a thought-provoking episode , and don't forget to like and subscribe for more content that could revolutionize your approach to real estate investing. Head over to lifebridgecapital.com to join us on this journey. Let's get started!
Don't miss out on the wealth of knowledge from today's expert, Nic DeAngelo! Head over to saintinvestment.com/resources to access valuable webinars, free resources, and smart investment strategies that Nic has generously offered. It's your opportunity to learn from a seasoned pro how to navigate the complex world of real estate and secure your financial future. Visit now to start elevating your investment game!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome to another exciting episode of The Real Estate Syndication Show. I’m your host, Jim Pfeifer, and today we have the incredible opportunity to delve into the lucrative world of land flipping with none other than Peter Reese, the president of Reelvest Properties . Peter has carved a niche by setting ambitious targets, doubling his money on each property purchased and reaping substantial profits. Peter has experienced phenomenal growth through his groundbreaking strategy, escalating his company’s revenue from $1.2 million in 2021 to over $6.5 million already this year.
In today’s episode, Peter will share his journey from home flipping to becoming an REO broker and eventually finding his sweet spot in land flipping in 2021. He’ll unpack his business model, how he adds value to off-market land, and the intricacies of navigating tax implications. You’ll learn about the fine balance between buyer and seller interests in the land market, the specific value adds he focuses on, like brush clearing and perk tests, and the important concept of buying right.
We’ll also explore how Peter transitioned from using his cash to working with private lenders and how passive investors can tap into this niche for high-interest rate returns. Plus, he’ll reveal resources like Land Conquest and partnerwithpeet.com where you can gain comprehensive training or collaborate on deals for a share of the profits.
Don't miss the chance to learn more from our savvy land investment expert, Peter Reese! Head over to landconquest.com to dive into a community designed to empower your land flipping journey. Whether you're new to the scene or a seasoned investor, Peter's insights and strategies are invaluable. And for an extra dose of inspiration, make sure to check out turningprofit.com to access his monthly income reports and listen to his insightful podcast. Take the leap now and start mastering the art of land investment with Peter Reese!
Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network and deal flow for its members. For more information, you can visit www.leftfieldinves
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In today's highlight episode, we're diving deep into the ever-evolving world of real estate with our guest, Cameron Pimm. We're unpacking the critical insights for investors in this tumultuous market.
Cameron, with his robust background in asset management and multifamily sponsoring, brings to the table a wealth of knowledge on navigating the current real estate cycle. We're discussing the importance of conservative underwriting and why communication with investors isn't just important – it's essential in times of uncertainty. Learn about the significance of monthly financial reporting, engaging investors through questions, and why showing progress through actual images can build trust and satisfaction.
As deals are slowing down, we explore the strategy of finding diamonds in the rough – those discounted deals in desirable neighborhoods that promise long-term value. Hear Cameron's take on why the market is showing signs of needing a pricing reset and how his company has mastered the art of under promising and over delivering to its investors.
For those ready to raise their game, we delve into the importance of continuous education through podcasts, books, and online conferences. And with a market that might be reaching or already at its bottom, Cameron shares why the next twelve months could be rife with opportunities for the savvy investor.
Join us for this compelling episode where execution meets opportunity, and discover how maintaining investor relationships and being ready to pounce on the right deal could set the stage for your next big win in real estate syndication. Don't forget to hit like and subscribe for more insider insights, and head over to lifebridgecapital.com to begin your journey into real estate investing.
Click the links now to tune in to the full episodes. Whether you're an experienced investor or new to the game, this episode is packed with valuable information to help you navigate the current market.
https://lifebridgecapital.com/2023/09/20/finding-opportunities-in-the-current-real-estate-market-cameron-pimm/
https://lifebridgecapital.com/2023/09/21/multifamily-investing-trends-technology-risk-mitigation-ca
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, we sit down with the extraordinary Steve Nabity, an entrepreneur whose journey through catastrophic loss and bold re-invention will leave you inspired. Steve transparently shares the harrowing account of his manufacturing company being reduced to ashes, a disaster compounded by underinsurance and a subsequent failed business venture in educational products.
However, destiny had a unique plan. A humble cookie cutter prototype on Steve's kitchen table sparked an idea that gave birth to Accucut, a company that eventually carved its way into 75% of elementary schools. And when Steve's enterprise accidentally attracted the quilting market—a niche he knew nothing about—he embraced the unexpected, leading to the establishment of Accuquilt.
Steve's story is a masterclass in adaptability, revealing how he pivoted during the COVID-19 pandemic from retail to direct-to-consumer sales, achieving massive success in uncertain times.
Throughout this episode, Steve's wisdom shines through as he discusses the invaluable roles of an advisory board, mentors, and the courage to "head west" and explore uncharted territories. You'll learn why Steve promotes empowering employees to take ownership and the culture of humility that has been central to his businesses.
So, if you're an entrepreneur facing your own set of challenges, or a real estate investor looking to diversify your assets and learn from the mindset of another industry's success story, this episode is for you.
Hit subscribe, and let's delve into this empowering narrative that underscores the significance of not just staying in the game, but playing it with vision and effort. This is The Real Estate Syndication Show, where we're not just about property, but the people and principles that pave the path to success.
Click the links to listen to the full episodes for more enriching content on prospering in real estate. Don’t wait, Steve's remarkable story awaits you—tune in now!
https://lifebridgecapital.com/2023/09/18/navigating-trials-in-life-and-business-steve-nabity/
https://lifebridgecapital.com/2023/09/19/cultivating-a-strong-culture-within-your-business-steve-nabit
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome to The Real Estate Syndication Show, I'm your host Deana Berg, today we journey into the world of transformative storytelling within the realm of real estate with our esteemed guest, Matt Ferguson.
Prepare to be captivated as Matt shares his remarkable journey of reviving a deserted 1948 motor lodge in North Carolina. Discover how his love for mid-century mountain themes breathed new life into what is now the celebrated boutique hotel, Route 19, proving once and for all that strategic storytelling is both a lucrative investment strategy and a form of art.
Matt and I will delve into the nuances of hospitality, the unparalleled effect of nuanced storytelling in real estate, and how this approach can vastly differentiate a property. With his rich background as a creative powerhouse at the Walt Disney Company and a chief innovation officer at Storyland Studios, Matt will illuminate how blending narrative and space can create unforgettable experiences and drive financial success.
Furthermore, we'll uncover the symbiotic relationship between real estate and storytelling in not just transforming spaces but sparking significant social change. Join us as we discuss how Storyland Studios employs immersive experiences to support nonprofits, shining a light on major issues like human trafficking and poverty.
And don't miss our discussion on the visionary Trillith Studios—how a film studio's philosophy of service and community can inspire filmmakers, residents, and beyond.
So, if you're ready to break through the conventional mold and tap into the emotional core of real estate investment, this episode is for you. Let's explore the plot twists, character development, and settings that are reshaping the industry.
If you've been inspired by Matt Ferguson's innovative approach to storytelling, especially in the realm of real estate and experiential design, and would like to discover how Storyland Studios can transform your next project into a compelling narrative experience, don't hesitate to reach out. Connect with Matt directly via email mattf@storylandstudios.com to explore the possibilities and bring your story-driven visions to life. He's always eager to discuss new ideas and collaborations.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, Jason is going to shed light on the often misunderstood world of gentrification and real estate investment, pinpointing the optimal buying window and the risks and potential of investing in areas on the brink of popularity. He'll candidly discuss why chasing the newest properties on the block might not always yield the returns you're hoping for and unpack the real-world complexities of executing business plans in the value-add space.
We'll also navigate through the inevitable landscape of mistakes, why expecting the unexpected is part of any investor's journey, and why even legends like Warren Buffett have faced investment hiccups. For our passive investors tuning in, Jason’s got insights just for you, though today's snippet doesn't dive into that.
And there's more – Jason will also share his personal mantra of making "sleep easy decisions" and how it applies to real estate and beyond, all while emphasizing the foundational importance of market analysis, supply-demand dynamics, and that leap of faith necessary to invest amidst uncertainties.
If you're looking to step into the world of real estate investing or eager to sharpen your strategy, you're in the right place. So share this episode with your fellow investors, hit the like and subscribe button, and join us on lifebridgecapital.com to begin your real estate journey. Get ready to take notes as Jason Kosena separates fact from fiction in this detail-rich episode.
Interested in expert real estate advice or just want to make a valuable connection? Jason is eager to assist. Reaching out has no downside; the reward is the joy of helping others. Connect with Jason directly at Jason@lifebridgecapital.com for insights or guidance on your real estate journey. It's a simple act that could lead to significant gains for you and others. Jason is just an email away, so don't hesitate to tap into his wealth of knowledge!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join Whitney Sewell as he delves into the art of intentional planning and goal setting with our insightful guests, power couple Brian and Deana Berg. In this episode, we uncover the secrets behind their annual planning and visioning retreat, a practice they've refined over five years to ensure they live a life aligned with their aspirations. Discover how they escape their daily routine, leaving no room for distractions, to focus on visualizing their goals using innovative tools like massive post-it notes and whiteboards.
Immerse yourself in an inspiring conversation about the potency of goal setting, starting small, and the extraordinary belief in one's abilities to do great things. Brian and Deana open up about their unique approach to documenting life events and share practical strategies across various aspects of life including ministry, generosity, travel, health, and finance. Learn why Brian values starting with small steps and why Deana suggests a simple planning dinner as a jump-off point.
Whitney reflects on the Bergs' tactic of using intentional communication and planning to build a strong, united marriage. Deana extends an invitation to listeners to connect with her for a deeper dive into her experiences, and both guests discuss their shift to regular check-ins through the entrepreneurial operating system (EOS). They also touch on their financial planning's impact on family dynamics and the implementation of 'board meetings' with their children to ensure meaningful family time.
Don't miss out on this episode packed with wisdom on breaking down life's biggest goals into achievable actions, navigating challenges, and valuing the process of reflection and planning. Tune in for an episode that may very well revolutionize how you approach your goals and life planning.
Ready to dive deeper into strategic life planning with Deana and Brian? Connect with them directly! Reach out to Deana via email to explore the power of intentionality in setting life goals. For professional networking or to continue the conversation about their visioning retreat and goal-setting strategies, you can connect with Deana on LinkedIn. This is your chance to learn from their experience and bring clarity to your own life goals. Don't hesitate, get in touch now!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In today's episode Whitney Sewell delves into the concept of Ten X thinking and its impact on real estate syndication. He discusses how the constant desire to work harder can be a hindrance to thinking differently and how a shift in mindset is crucial for achieving greater success. Whitney shares insights from a book that challenged his thinking and prompted him to reassess his approach to success.
Key Points:
- Continuous Process of Improvement: Whitney emphasizes the importance of a continuous process of increasing quality and decreasing quantity in all endeavors and discusses the challenge in maintaining this mindset.
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The Power of Focus: He draws on the example of Warren Buffett and Bill Gates to highlight the significance of focus in achieving success, and how it has impacted his own mindset.
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Shedding the Two X Identity: Whitney explores the difficulty of shedding a limited mindset and the importance of surrounding oneself with individuals who are at the level one aspires to reach. He stresses the impact of one's identity and the standards they hold for themselves.
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Setting High Standards: Whitney emphasizes the need for defining and choosing one's own high standards and the commitment required to raise these standards. He discusses the impact of this on personal growth and entrepreneurial journey.
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The 80/20 Principle: Whitney delves into the concept of the 80/20 principle, urging listeners to identify the tasks in their lives that fall into the 80% and 20% categories, and the value of hyper-focusing on the 20%.
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Ten X Goals: He discusses the benefits of setting Ten X goals, including the promotion of nonlinear approaches, fostering leadership and teamwork, and the importance of being comfortable with being wrong in the pursuit of growth.
Wrapping Up:
Whitney encourages listeners to adopt a Ten X focus in their pursuits and invites them to share their feedback and suggest topics or guests for future episodes.
To provide feedback or suggestions for the podcast, listeners can reach out to Whitney Sewell via email at info@lifebridgecapital.com.
Tune in for more insights and discussions on commercial real estate, syndication, and entrepreneurship.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Ever wondered what it truly takes to navigate the unpredictable realm of real estate successfully? Join us as Kevin Dean, the insightful founder of Rockbridge Investment Group, unveils the secrets to thriving in the dynamic real estate market with over 2600 transactions worth of wisdom. What strategies can prepare you for the uncertainties that lie ahead in the world of real estate?
In this engaging conversation, Kevin takes us on a journey through the tactics employed by accomplished real estate operators to proactively ready themselves for an unpredictable future. From segmenting existing portfolios to positioning for upcoming opportunities, Kevin shares the essential insights derived from his extensive experience.
As the discussion unfolds, delve into the intricacies of the value-add strategy in real estate acquisitions and the associated risks. Kevin sheds light on understanding investor sentiment and the art of meeting new investors, emphasizing critical metrics crucial in the real estate syndication industry.
This episode a must-listen for every real estate enthusiast eager to navigate the unpredictable realm of real estate syndication. Tune in and discover the expertise needed to not just survive but thrive in the ever-changing world of real estate.
Elevate your real estate game by connecting with Kevin Dean, on LinkedIn. Stay abreast of industry insights and opportunities while tapping into Kevin's wealth of knowledge. For an even deeper dive into the world of real estate, visit his website at https://www.rockbridgeinv.com/, where exclusive content and valuable resources await.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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Join us as we delve into the secrets of navigating a fluctuating real estate market with expert insights from Steve Olson. We'll explore strategies for overcoming challenges, discuss the rising popularity of townhomes, and uncover the art of mastering Fannie Mae loans.
Next, we'll introduce you to Figus, a groundbreaking real estate syndication platform that simplifies investing. Learn how to perform due diligence and make informed investment decisions in this complex domain.
Whether you're a seasoned investor or just starting out, this episode offers valuable insights and unveils the extraordinary opportunities of real estate syndication.
Ready to dive deeper into the secrets of the real estate market and discover the incredible potential of real estate syndication? Click on the links below to listen to the full episodes and unlock valuable insights from our expert guest.
https://lifebridgecapital.com/2023/09/13/whats-changed-in-the-market-since-2021-steve-olson/
https://lifebridgecapital.com/2023/09/14/building-affordable-rental-housing-in-honolulu-steve-olson/
https://lifebridgecapital.com/2023/09/15/why-every-investor-needs-to-own-10-fourplexes-steve-olson/
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https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, Whitney interviews Jeff Toporek, a guest who has completed over $8 billion in real estate acquisitions. Jeff shares his background and career journey, starting with his organizational behavior degree from the University of Michigan. He then worked at J.P. Morgan during the early stages of commercial real estate securitization. Jeff's passion for real estate grew as he found it to be tangible and creatively fulfilling, with opportunities to work on architecture and interior design projects.
Jeff explains that their company, FD Stonewater focuses on niche strategies in the real estate market. They have three main business lines: federal consulting, development, and investment and asset management. Their federal consulting business advises owners on attracting or retaining the federal government as a tenant. In their development business, they specialize in building mission-critical facilities for federal and state governments, as well as corporate built-to-suit projects. Their investment and asset management business includes a single tenant strategy and a government adjacent private sector strategy.
When it comes to solving problems, Jeff emphasizes the importance of brainstorming and open communication within the team. They prioritize finding solutions that solve specific pain points and improve internal processes. Jeff also discusses their approach to technology, focusing on finding solutions that solve specific problems rather than adopting technology for the sake of it. They use Juniper Square for investor communication and document signing, and Prophia for lease abstracting, which has greatly improved their asset management processes.
Don't miss out on the full episodes of! Click the links below to tune in and gain valuable insights from industry expert Jeff Toporek.
https://lifebridgecapital.com/2023/09/11/completing-8b-acquisitions-jeff-toporek/
https://lifebridgecapital.com/2023/09/12/behind-the-scenes-of-real-estate-operations-jeff-toporek/
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the secrets to navigating the dynamic real estate lending industry with Marcia Kaufman, a visionary leader propelling Bayport Funding to an impressive 40% growth. Gain valuable insights into the impact of surging interest rates on investors, developers, and the temporarily subdued multifamily market.
Unlock Marcia's profound wisdom as we delve into the unpredictable real estate landscape, spotlighting the indispensable role of bridge lenders amid uncertainty. Grasp how the Federal Reserve is influencing the economy and real estate prices, and master strategies to confront the challenges in this ever-evolving environment and the allure of high-leverage deals.
Uncover the core principles of successful lending, emphasizing experience, a proven track record, and low leverage. Marcia sheds light on the advantages of private lending over larger institutions. In our continued conversation with Marcia, we explore the Federal Reserve's impact on the multifamily market, the volatility of interest rates, and their effect on real estate prices.
Engage in our discourse on the current housing supply shortage in the US, population migration trends, and the necessity of a balanced yet assertive approach to investing in multifamily properties. Marcia shares invaluable strategies for growth, building investor trust, and the importance of maintaining a diverse portfolio.
Seize this opportunity to glean insights from a seasoned industry professional and elevate your understanding of the real estate lending landscape!
Connect with Marcia Kaufman today to unlock personalized insights and strategic advice tailored to your goals. Whether you prefer a direct conversation or want to drop a quick email, Marcia is eager to assist you. Call her directly at 516-441-5888 or shoot her an email at marcia@bayportfunding.com
For a comprehensive overview of Bayport Funding's services and expertise, visit their website at https://bayportfunding.com/ .
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Explore the intricacies of real estate lending alongside Marcia Kaufman, the dynamic CEO of Bayport Funding. Delve into the nuanced impact of rising interest rates on investment opportunities and gain exclusive insights into the pivotal elements of cash flow economics, debt yield, and cap rate. Marcia's wealth of knowledge will equip you to navigate the ever-evolving landscape of the lending market with confidence.
In today's real estate market, staying ahead requires a deep understanding of current trends and future projections. Are you ready for the recent surge in property appreciation and its potential implications for your refinancing plans? Marcia not only addresses these concerns but also emphasizes the importance of experience, a proven track record, and conservative lending practices. Discover the strategic significance of adjusting interest rates and debt service coverage ratios to navigate the fluidity of the market successfully.
Furthermore, Marcia unravels the secrets to thriving in multifamily real estate investing, providing a conservative yet effective lending approach. Gain invaluable insights into crafting a robust business plan, recognizing the value of proven track records, and building an efficient management team. Get an exclusive behind-the-scenes look at Bayport Funding's operations, uncovering how Marcia spearheaded an impressive 40% business growth. Join us for an enriching discussion with a seasoned industry professional.
Stay updated on the latest real estate trends by subscribing to the Real Estate Syndication Show and share this wealth of knowledge with your network. Let's collectively elevate our understanding and success in real estate.
Connect with Marcia Kaufman today to unlock personalized insights and strategic advice tailored to your goals. Whether you prefer a direct conversation or want to drop a quick email, Marcia is eager to assist you. Call her directly at 516-441-5888 or shoot her an email at marcia@bayportfunding.com
For a comprehensive overview of Bayport Funding's services and expertise, visit their website at https://bayportfunding.com/.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join me on this episode of the Real Este Syndication Show as I explore the game-changing idea of 10x thinking—this way of thinking could totally shake up both your work and personal life. I'll uncover what it means to aim for 10x goals. These aren't your usual targets; they're the kind that push you to achieve way more than you ever thought possible.
I'll be sharing stories from my own life that demonstrate how adopting a 10x mentality has been key to my own business successes. These high-flying ambitions are behind the powerful tactics I've used, the strong bonds I've built, and the incredible growth I've experienced.
Come along as I point out why thinking 10x is crucial when you're making choices, how it changes the way you deal with tough situations, and how it can completely switch up the way you think.
We'll dive into the amazing results that 10x thinking can bring to your projects and examine the importance of focusing on what you're best at—that special 20%—and the influence that the right people can have on your path to victory. I'll guide you through how to stay true to 10x goals and give practical tips to move past the limitations of just doubling what you're doing.
Drawing inspiration from Dan Sullivan and Benjamin Hardy's insights, I'm going to shed light on just how life-changing 10x thinking can be. Tune in to pick up some super helpful tips and prepare yourself for a transformative journey towards 10x growth. Embrace the lessons of this powerful mindset and see for yourself the massive difference it can make. Don't miss the chance to unlock a universe of huge opportunities with 10x thinking.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Explore the dynamics of commercial real estate marketing with our guest, Kim Zar Bloorian, the visionary CEO and founder of KLOUD. Join us in unraveling key insights into optimizing your marketing approach. Discover the power of leveraging social media platforms, constructing a robust email list, and cultivating a distinctive social presence that resonates in the industry.
In the latter part of this episode, we shift our spotlight onto the crucial aspects of personal and company branding. Our seasoned marketing expert delves into the delicate equilibrium between personal and corporate branding, unveiling diverse strategies tailored for each platform. Dive into the advantages of impactful video content, explore the potential for team members to embody your company brand, and gain valuable insights. We also dissect effective marketing techniques to allure the right investors for your enterprise. From defining and targeting investor avatars to crafting compelling posts with a persuasive call to action, we leave no stone unturned.
Tune in to absorb our collective experiences and underscore the pivotal role of engaging and unique content in enhancing your marketing strategies within the commercial real estate landscape. This episode is your gateway to essential tips, ensuring a heightened social media presence and unparalleled marketing strategies for success in the commercial real estate sector. Don't miss out on this invaluable resource – join us now!
Connect with Kimberly Zar Bloorian today! Drop her an email at kim@kloud.nyc to kickstart a conversation about transforming your digital presence. For more details on how KLOUD can revolutionize your marketing strategy, visit their website at https://kloud.nyc
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us for an insightful exploration of commercial real estate marketing with our esteemed guest, Kimberly Zar Bloorian, the visionary Founder and CEO of KLOUD. In this engaging discussion, Kim generously shares her profound insights and experiences, tracing her journey from a finance background to pioneering an innovative marketing agency.
Navigate through the dynamic challenges posed by the COVID-19 pandemic as Kim unveils her strategies for identifying and addressing critical industry gaps successfully. Discover the transformative power of digital tools and strategies as Kim elaborates on the significant benefits her agency provides, enhancing clients' digital presence and ensuring robust brand recognition.
Our conversation delves deeper into the pivotal role of marketing in the commercial real estate sector. Uncover the reasons behind some companies' reluctance to embrace marketing strategies and explore how the evolving landscape, shaped by digital platforms, is influencing the industry. Kim offers valuable advice on maneuvering through market downturns without compromising your marketing efforts, underlining the potency of consistency.
Whether you're at the helm of a self-storage company managing $500 million in assets or just embarking on your entrepreneurial journey, this enlightening episode caters to all. Tune in to glean actionable insights and stay ahead in the ever-evolving realm of commercial real estate marketing.
Connect with Kimberly Zar Bloorian today! Drop her an email at kim@kloud.nyc to kickstart a conversation about transforming your digital presence. For more details on how KLOUD can revolutionize your marketing strategy, visit their website at https://kloud.nyc/. Your journey to marketing excellence begins here!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, embark on a journey to unravel the secrets behind a thriving rental housing business model. Join us as we delve into the core strategies that have propelled Jordan Kavana, a seasoned business scaling expert and the visionary behind ARK Homes for Rent, to success. Learn about innovative approaches such as bulk home acquisitions that form the bedrock of ARK Homes for Rent's accomplishments.
Explore Jordan's commitment to affordable housing, specifically his groundbreaking practice of exclusively renting newly constructed homes. Uncover the transformative impact ARK Homes for Rent has on fostering community connections and promoting well-being through their cutting-edge Arc Living app. Gain exclusive insights into the company's expansion plans post-merger with a prominent real estate investor.
The conversation takes a deep dive into the indispensable role of adaptability in business triumph. Navigate through the challenges and opportunities inherent in reshaping a real estate investment firm, with Jordan candidly sharing the tough decisions made in the face of team members resistant to change. Emphasizing the pivotal role of honesty and integrity, he underscores the non-negotiable nature of adaptability for sustained success.
So, buckle up, hit that subscribe button, and join us on this thrilling expedition toward real estate investment success. For the full episode and exclusive insights, click the link below and tune in to the complete conversation. Don't miss out on the strategies, challenges, and expert advice that can transform your approach to the rental housing business.
https://lifebridgecapital.com/2023/09/06/unique-single-family-rental-strategy-jordan-kavana/
https://lifebridgecapital.com/2023/09/07/navigating-hard-decisions-to-drive-business-growth-jordan-kavana/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode , host Whitney Sewell interviews Chris Okada to delve into the profound impact of the pandemic on the real estate industry. Chris emphasizes the importance of thinking outside the box and adapting to the new challenges presented by the crisis. The conversation explores how buyers are navigating the current market and finding ways to secure financing for their real estate deals. Additionally, the episode delves into the transformation of the work landscape, with many companies embracing remote work policies.
Chris highlights the significant changes that have occurred and emphasizes their lasting impact on the real estate industry. This episode provides valuable insights into the evolving nature of the market and the need for creative solutions in these unprecedented times.
To listen to the full episodes and gain more valuable insights from our guest, click the links below to tune in . Don't miss out on the opportunity to learn and grow in the world of real estate.
https://lifebridgecapital.com/2023/09/04/unlocking-opportunities-in-commercial-real-estate-chris-okada/
https://lifebridgecapital.com/2023/09/05/how-to-navigate-real-estate-cycles-chris-okada/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode Whitney Sewell sits down with David Lilley, the founder and CEO of REAP Capital. With a portfolio of over 785 units and assets valued at over 100 million, David shares his expertise on real estate syndication and how he scaled his business. As a military veteran and former firefighter, David's unique background adds depth to the conversation.
One of the key topics discussed is the decision to sell a project in the current market. David explains that while their average internal rate of return (IRR) is over 40% for their exits, the particular project they are selling will have a lower IRR of around 10-12%. However, David emphasizes that in the current market, making any profit within two years of ownership is a significant win. He believes in hedging risk and taking advantage of opportunities when they arise.
Throughout the episode, David shares valuable insights for both active and passive investors. He highlights the importance of evaluating the sponsor and building trust before investing. David also discusses the challenges of hiring, particularly in the property management sector. He emphasizes the need to find individuals with the right character and work ethic, even if they may lack experience.
This episode offers valuable insights into real estate syndication, scaling a business, and making strategic decisions in the current market. Whether you're an active investor looking to grow your portfolio or a passive investor seeking opportunities, this episode provides valuable information to help you navigate the world of real estate syndication.
If you want to learn more about David Lilley and connect with him on LinkedIn, visit his website at reapcap.com. You can schedule a call with him or fill out the contact form. Don't miss out on the opportunity to connect with David and explore potential real estate opportunities.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode Whitney interviews Bob Knakal, a real estate expert who has achieved remarkable success in New York City. With over 6,000 transactions worth over $23 billion under his belt, Bob shares his strategies for growth and how he and his partner scaled their business from a small team to over 250 people and three offices.
Bob emphasizes the importance of being strategic in the real estate industry. He highlights the need to have a clear plan and outlines the specific steps they took to achieve their impressive growth. One key strategy they implemented was a residential farming approach to commercial real estate. By deeply understanding specific neighborhoods and markets, they were able to differentiate themselves from other brokers and gain a competitive advantage.
Another crucial aspect of their growth strategy was their commitment to servant leadership. Bob and his partner focused on empowering their team members, building their self-esteem, and supporting their personal and professional growth. They created a collaborative and supportive culture that encouraged everyone to exceed their own expectations.
Bob also emphasizes the importance of tracking key metrics in both personal and professional life. In business, they closely monitored volume and value metrics such as the number of buildings sold, dollar volume of sales, price per square foot, and cap rates. This allowed them to stay informed about market trends and make informed decisions.
Bob's advice for success includes disciplined prospecting and networking. He personally makes a goal of contacting a certain number of property owners each week and attending networking events regularly. By staying top of mind and building relationships, he has been able to consistently generate business opportunities.
Lastly, Bob emphasizes the importance of giving back to the community. He sits on the board of several charities and focuses on helping disadvantaged children through educational and athletic opportunities.
To connect with Bob and learn more about his insights and expertise, email him directly at bob.knakal@jll.com. You can also connect with him on LinkedIn to stay updated on his latest industry insights and engage in meaningful discussions. Don't miss out on the opportunity to connect with a seasoned professional in the real estate industry!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this podcast episode, Knakal, a highly experienced commercial real estate professional, discusses the impact of technology on the industry. With a career spanning over 40 years, Bob has witnessed significant changes in the real estate landscape since he started in 1984. He highlights that while technology has improved efficiency and productivity, it hasn't necessarily resulted in a substantial increase in sales or transactions.
Bob emphasizes that the real estate business is ultimately an information and relationship-driven industry. While technology plays a crucial role, it is only effective when high-quality and reliable data is inputted into the various technological platforms. He stresses the importance of accurate and verified data, which his team at JLL focuses on by self-producing their own data sets rather than relying on third-party aggregators.
Looking ahead, Bob anticipates that the next five years will bring even more significant changes to the industry, particularly with the advancements in artificial intelligence (AI) and other technologies. He mentions that AI can enhance processes and make them more efficient, but data collection should still be done by practitioners to ensure accuracy.
Bob also shares some of the technologies currently being utilized by his team, such as the CRM systems Snapforce and RealNex. These systems help track and manage communication with clients, improving overall efficiency and effectiveness. Overall, Bob's insights shed light on the evolution of technology in the real estate industry and provide valuable advice for navigating the current market challenges and opportunities.
To connect with Bob and learn more about his insights and expertise, email him directly at bob.knakal@jll.com. You can also connect with him on LinkedIn to stay updated on his latest industry insights and engage in meaningful discussions. Don't miss out on the opportunity to connect with a seasoned professional in the real estate industry!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the transformative journey from full-time employment to thriving in passive real estate investing with Paul Shannon, the mastermind behind InvestWise Collective. In this engaging conversation, Paul unveils the nuances of his shift from an active investor to the visionary founder of a fund strategically tailored for venturing into lucrative passive real estate opportunities. Gain insights from Paul's expertise as he underscores the significance of cash flow in today's dynamic market, revealing how passive investing seamlessly integrates into his overall investment strategy.
Delve into the complexities of rescue capital and preferred equity in real estate investment as Paul and I explore current market conditions and the advantageous prospects available to astute investors. Our discussion extends to the pivotal role of networking and the collaborative synergy with trusted operators in the field. We shine a spotlight on the concept of a fund of funds, dissecting its purpose, optimal timing, and the mutual benefits it brings to limited partners and sponsors.
Concluding our dialogue, we scrutinize the architecture of the InvestWise Collective fund. Paul unveils the fund's risk-mitigation strategies across various levels, emphasizing a robust risk-adjusted yield. Stay informed and connected by exploring multiple avenues to engage with Paul, from joining the mailing list and accessing exclusive deals to scheduling personalized one-on-one calls, all conveniently available on their user-friendly website, www.investwisecollective.com. Tune in to this riveting conversation on real estate investing, and be sure to show your support by liking, subscribing, and sharing the Real Estate Syndication Show!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, Whitney Sewell, interviews Rob Finlay from Thirty Capital. Thirty Capital is a company that specializes in asset optimization, debt optimization, and equity optimization in the real estate industry. They combine their experience in capital markets, asset management, and technology to provide value to their clients.
During the interview, Rob explains that Thirty Capital focuses on asset optimization, debt optimization, and equity optimization. They believe that these three factors are crucial in creating value in a property. They use their expertise in the capital markets, asset management, and technology to provide actionable insights and help clients make informed decisions.
Rob highlights the importance of debt management and debt optimization. He explains that debt is a specialized product with various factors to consider, such as forward rates, forward curves, and different types of products associated with debt. Thirty Capital helps clients find the best debt structure for their assets, whether it's keeping existing debt, restructuring existing debt, or finding new debt.
When it comes to technology, Rob emphasizes the importance of using consumable technology that provides immediate value. They utilize technology to distill large data sets and complex analytics into actionable items. By using technology, they can make better decisions and remove room for error.
To listen to the full episodes and gain valuable insights from industry experts like Rob Finlay, click on the links below. Don't miss out on the opportunity to learn more about real estate syndication and how to navigate the current market challenges.
https://lifebridgecapital.com/2023/08/28/generate-market-beating-returns-using-technology-and-innovation-rob-finlay/
https://lifebridgecapital.com/2023/08/29/navigating-a-change-in-the-market-rob-finlay/
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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Apply here: https://lifebridgecapital.com/join-our-podcast/
Unlock the secrets of real estate syndication with a deep dive into the industry in my exclusive conversation with Lance Pederson, a prominent expert in the field. Lance shares his wealth of experience, particularly in Class B industrial properties in the Midwest, and unveils his latest venture, Passive Advantage – a cutting-edge software startup crafted to empower investors.
Navigating the real estate landscape involves a myriad of risks, and Lance and I fearlessly dissect these challenges, emphasizing often-overlooked nuances, particularly within the dynamic industrial sector. Beyond the allure of potential returns, we delve into critical elements such as leases, tenants, and your individual risk tolerance. Our goal is to demystify real estate investment risks, providing you with a clear, actionable understanding.
As the episode concludes, Lance offers a fresh perspective on customer needs and value delivery in real estate. Drawing from his success in software startups, he illuminates a new approach to real estate investing, emphasizing the pivotal role of understanding customers' needs in wealth creation. Whether you're a novice venturing into the world of real estate or a seasoned investor seeking a paradigm shift, this episode is a treasure trove of insights and expert advice. Remember, it's not just about listening – absorb and apply for real success in real estate investing!
Ready to supercharge your real estate investment knowledge? Click the links below to dive deep into the full episodes.
https://lifebridgecapital.com/2023/08/25/building-relationships-to-grow-your-business-lance-pederson/
https://lifebridgecapital.com/2023/08/24/industrial-real-estate-trends-and-predictions-lance-pederson/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Dive into the captivating world of real estate syndication and asset management. We sat down with Shane Thomas, a former CPA who has transitioned to becoming a multifamily property syndicator. Our conversation peeled back the layers of syndication complexities. Highlighting the crucial, time-intensive role of asset management, Shane sheds light on how his team champions effective communication with investors, helping them stay ahead.
Our knowledgeable guest further enrich the dialogue with his hands-on experience, delivering insights on strategic partnerships as both limited and general partners. He shares his wisdom on the essentials of asset management, including transparent communication, routine property manager meetings, and diligent monitoring of crucial metrics. His stories provides a glimpse into managing several deals simultaneously, emphasizing the importance of financial audits and disbursements for their investors.
Pivoting towards property management, we're guided by Shane, an accomplished pro who walks us through successful property management techniques and engaging investor communication. Delve into the significance of weekly tracking of key indicators and the skill of converting this data into digestible updates for investors. Discover how a part-time CFO can provide pivotal perspectives, becoming immersed in the operation's financial aspects. We also highlight how critical honesty is in investor relations and present smart ways to refine communication and lessen the load of administrative duties.
Explore the crucial facets of property management and investor relations with us. For a comprehensive understanding, click the links below to tune in to the full episodes and glean valuable insights from our discussions.
https://lifebridgecapital.com/2023/08/18/mastering-investor-property-updates-shane-thomas/
https://lifebridgecapital.com/2023/08/17/asset-management-leading-indicators-shane-thomas/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, join us on an exclusive journey through the dynamic world of real estate success with Tom Higgins from Terra Capital. Witness the transformation from a modest beginning with a simple real estate license in college to becoming a trailblazer in multi-family commercial real estate. Tom's expertise lies in aggregating sub-20 unit value properties, turning them into thriving 200+ unit portfolios in the Midwest. Discover the challenges he faced and the pivotal role of scale and buying power in the market.
In the next segment, we are joined by Wes Mabry, who guides us through the crucial realm of cost segregation for commercial real estate investors. This powerful tool involves the meticulous identification and categorization of building components, offering a strategic means to accelerate depreciation and offset income tax liability. Wes brings a wealth of knowledge to unravel the intricacies of this process, providing valuable insights that can significantly impact your real estate investment strategy.
If you find yourself captivated by the immense opportunities in real estate and are keen to elevate your knowledge, seize the chance to join us in this enlightening exploration. Click on the links to tune in to the full episodes and gain valuable insights that have the potential to transform your real estate journey. Plus, don't forget to share this episode with anyone you know who could benefit from these insider revelations.
https://lifebridgecapital.com/2023/07/12/ws-1725-managing-18-multi-family-deep-rehabs-at-the-same-time-tom-higgins/
https://lifebridgecapital.com/2023/07/19/ws1732-boost-your-cashflow-with-cost-segregation-wes-mabry/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, we feature David McIlwaine, a distinguished real estate professional and high-performance sales expert. Join us for a riveting conversation as David shares his incredible journey, navigating through job loss to carve out a flourishing career in real estate. Gain exclusive insights into the world of high-pressure sales, where David's experiences offer a unique perspective on turning adversity into opportunity, even in the face of meeting targets.
Our spotlight then shifts to tax strategies and their profound impact on wealth building. David unveils his transition from a W2 position to self-employment, unveiling the secrets behind building a successful real estate business. Learn the strategic importance of collaborating with professionals such as accountants, financial planners, and trust attorneys to craft an infallible plan. David's expertise in utilizing a solo 401k and self-directed IRA for real estate investment is a game-changer, inspiring you to take immediate action in shaping your retirement plan.
The episode concludes with a deep dive into financial literacy and the art of asking the right questions in investment evaluation. Explore the current landscape of the residential real estate market and discover opportunities in acquiring distressed assets. David empowers you to break free from the 'golden handcuffs' by unveiling a personalized financial plan aligned with your unique goals and values. Embrace a growth mindset, take calculated risks, and actively seek opportunities for real estate wealth growth. Don't miss this opportunity to glean valuable insights from David's experiences and embark on your journey to real estate success.
Ready to dive into the wealth-building wisdom shared by David? Click the links below to tune in to the full episodes now! Hit play, absorb the knowledge, and take the first step towards building your real estate wealth.
https://lifebridgecapital.com/2023/02/13/ws1576-creating-passive-income-to-secure-your-future-david-mcilwaine/
https://lifebridgecapital.com/2023/07/21/ws1734-ask-the-right-questions-to-make-better-decisions-david-mcilwaine/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Embark on a captivating journey of transformation with our guest, Alex Tam, as he shares his inspiring shift from the medical field to a thriving real estate investor. In this episode, Alex takes center stage to unveil his unique narrative, chronicling his progression from a limited partner to actively engaging in numerous real estate syndication deals. Join us as he recounts his experiences, emphasizing his prowess in capital raising and cultivating investor relations.
Fasten your seatbelt as we explore the world of virtual assistants (VAs) within the real estate landscape. Drawing insights from "Who Not How" by Dan Sullivan and Benjamin Hardy, we shed light on the strategic art of task delegation to boost overall efficiency. Tune in to hear Alex's journey of overseeing 8 to 11 VAs, uncovering valuable insights into selecting the right virtual assistant and effectively managing their tasks.
Continue the ride as we pivot to the critical role of communication and regular updates in real estate syndication. Alex Kingman imparts invaluable tips on crafting investor updates and maintaining seamless contact with a growing investor base. Discover his challenges in staying connected with a vast investor network and the innovative solutions he employs, including ensuring at least an annual call with each investor. For more insightful episodes, be sure to subscribe to the Real Estate Syndication Show and stay abreast of the latest knowledge in the field!
Don't miss out on the full depth of wealth of insights shared in this episode! Click on the links below to immerse yourself in the complete conversation.
https://lifebridgecapital.com/2023/07/18/ws1731-scaling-your-company-using-virtual-assistants-alex-tam/
https://lifebridgecapital.com/2023/07/20/ws1733-strategies-for-finding-real-estate-properties-that-are-under-market-value-alex-kingman/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In these uncertain economic times, the real estate market can seem like a rollercoaster ride. Is it a crash or an opportunity? We're here to break down the complexities and reveal strategies that could help you thrive amidst the turmoil. Join us as we dive into the insights of seasoned investor and industry insider, Jeremy Roll.
Jeremy brings not only his expertise but also a unique perspective on the current downturn. He's banking on the possibility of a further recession to make his move. Discover his strategies and learn how you can leverage this downturn to your advantage.
One often misunderstood topic in real estate investments is capital calls. We'll help you understand the difference between optional and mandatory requests and emphasize a cautious approach, especially in light of a potential recession on the horizon. Plus, we'll uncover two investment strategies for weathering a downturn.
The first strategy involves tax-abated multifamily properties, which can provide stability and potential returns even during a recession. The second strategy involves investing in non-real estate assets, such as ATM machines. This unconventional approach proved successful during the 2008 recession and could be worth considering in today's uncertain climate.
But what about different asset classes? How might they be affected by a potential recession? We'll explore which ones we believe could withstand the storm, including multi-family properties, mobile home parks, and self-storage. On the other hand, we'll discuss why options like office, retail, and industrial properties could be more risky.
In addition to discussing real estate strategies, we'll also touch on the potential impacts of AI on job automation and social programs. As technology advances, it's crucial to stay informed about how it may shape the future of various industries, including real estate.
So, if you're bracing yourself for the next recession, join us for a conversation with Jeremy Roll, and let's navigate these uncertain times together. Don't miss out on valuable insights, tips, and advice that could help you thrive in the real estate market during economic uncertainty.
Want to connect with Jeremy Roll and learn more about his strategies for thriving in the real estate market amidst economic uncertainty? Email him at jroll@rollinvestments.com to start a conve
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the captivating world of real estate investing with Mike Strodtman, the visionary behind Blue Sky's Equity. From his early days in city planning to his current triumphs in the real estate industry, Strodtman shares his inspiring journey and reveals the transformative potential of financial literacy and property investment.
Join us as we delve into the intricacies of raising capital in today's market, equipping you with the tools to overcome these challenges. Strodtman imparts invaluable wisdom and strategies for investor education, leaving you motivated and enlightened. Our discussions also explore market selection, tax advantages, and risk management in real estate, with convenient webinars condensing these complex topics into concise 45-minute sessions to keep you ahead of the game.
Strodtman's dedication to community and education is contagious. Whether he's optimizing his health and performance through personal and professional metrics or prioritizing financial literacy, his enthusiasm is palpable. We also uncover his recent venture into a different asset class and gain priceless insights on how you can follow suit. Remember, real estate is a thrilling journey, and we're here to be your trusted guide every step of the way. Embrace the adventure!
Don't miss out on the opportunity to connect with Mike Strodtman! Give him a call at 218-255-5651 to start your real estate journey today. For more information and resources, visit his website at https://blueskiesequity.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
How does a fifth-generation farmer transition into a real estate magnate? Join us in our enlightening dialogue with Andrew Abernathy, the trailblazer who embarked on an inspiring journey from tending fields of wheat to nurturing a flourishing real estate empire. Andrew’s gripping narrative, which began on a North Dakota farm founded by his family back in 1901, offers a fascinating chronicle of passion, grit, and unwavering determination that pushed him to find his true calling in 2017.
Discover the profound wisdom Andrew learned from one of North Dakota's wealthiest individuals, Gary Tharalds, who emphasized becoming a master of one thing to achieve success. This impactful advice was instrumental to the exponential growth of Abernathy Holdings and the seismic shift in their share price from $37,000 in 2012 to about $70,000 a share in 2017. Delve into the transformative power of having a passionate team, the art of effective delegation, and the critical role of a shared vision in business management.
In the concluding part of our dialogue, we underscore the importance of fostering a positive work environment and cultivating ambitious goals. We also discuss the intrinsic value of partnering with individuals who are driven by passion rather than mere financial motives. Andrew unfolds his investment strategies, highlights the importance of delegation, and underscores the significance of building a robust team.
For Andrew's expert advice on real estate investments, click the links below to access the full episodes:
https://lifebridgecapital.com/2023/08/16/strategies-for-succeeding-in-real-estate-andrew-abernathey/
https://lifebridgecapital.com/2023/08/15/from-farming-to-investing-in-real-estate-and-self-storage-andrew-abernathey/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you ready to venture into the awe-inspiring world of blockchain technology and its potential for real estate syndication? The founder of On Chain Listings, Ori Ohayon , joins us to shed light on this futuristic landscape. Together, we explore the synergies between Web 3, Bitcoin, and blockchain, and their transformative potential for the real estate industry.
Revolutionizing property title transfers, securing venture capital for blockchain projects, and streamlining processes are just a few areas where blockchain can make a significant impact. Ori shares valuable insights on launching patents and pilot projects, highlighting how blockchain could enhance efficiency, reduce costs, and expedite transactions in the real estate world.
However, with great power comes great responsibility. We also discuss the regulatory challenges and potential risks associated with adopting blockchain technology in the real estate sector. It's crucial to navigate these waters carefully to ensure a secure and transparent ecosystem.
But it's not all about technology. We take a moment to reflect on the importance of work-life balance and stepping away from the digital world. Lightwater Capital's broker serves as an example of maintaining a healthy equilibrium between work and family life.
Property management and deal acquisitions are vital aspects of real estate syndication. We dive into these topics and explore how blockchain technology can streamline these processes, making them more efficient and transparent. Market conditions and case studies provide a comprehensive look into the wealth-building potential of real estate syndication.
Join us on this enlightening journey into the future of real estate with blockchain technology. If you're eager to dive deeper into these discussions and gain even more valuable insights, click the links to tune in to the full episodes.
https://lifebridgecapital.com/2023/07/13/ws1726-an-interview-the-director-of-lightwater-capital-daniel-lichtman/
https://lifebridgecapital.com/2023/05/29/ws1681-revolutionizing-real-estate-with-nfts-ori-ohayon/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Uncover the secrets of the flourishing RV park investment trend with our guest, Paul Moore of Wellings Capital. This episode dives into the dynamics that have escalated the demand for RV parks, making them a promising investment opportunity. Tune in as we examine the impact of global shifts like the COVID situation, remote work revolution, and the rise of RV rentals on platforms like RV Share and Outdoorsy, and how these factors are driving the growth of this asset class.
Join us as we navigate through the intricacies of RV park development, discussing the different types, challenges of expansion, labor involvement, and the need for solid cash flow projections. With Paul's expert insights, we highlight the crucial role of having a reliable operator with a solid track record. We also delve into the current real estate market scenario and how it could influence investment decisions in the near future.
Expand your investment horizons with wisdom from industry giants like Warren Buffett, Peter Lynch, and Howard Marx. We also discuss the resilience of the multifamily market, the importance of due diligence, and the role of private investor clubs in providing honest syndicator feedback. Whether you're a seasoned investor or just starting, this episode promises a treasure trove of knowledge, potentially steering you towards a rewarding addition to your investment portfolio. Join us!
Connect with Paul on LinkedIn to stay updated with his latest insights and visit his website for more information on how you can take your real estate investments to the next level. Get ready to elevate your investment game!
http://www.wellingscapital.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the secrets of successful real estate investing with Paul Moore, the mastermind behind Wellings Capital. With a diverse portfolio encompassing self-storage units, manufactured housing, and multifamily properties, Paul has become a leading authority in the industry. In our exclusive conversation, he shares his journey from Ford Motor Company to real estate mogul, unveiling the strategies that have propelled him to success.
Learn about Paul's ten-year hold approach and how meticulous diversification across geographies, asset classes, and the capital stack can secure your investments. Delve into the fascinating world of acquisition equity and discover its growing importance in the market. Paul provides invaluable insights into the types of deals that benefit from rescue capital and the considerations that are essential when investing in a fund focused on acquisition equity.
If you're considering a career transition into real estate, Paul's experience with pre-equity will inspire you. Explore how this strategy maximizes returns on value-add deals and facilitates a seamless shift from the corporate world. Don't miss out on this opportunity to learn from a true expert in the field. Tune in to our latest episode and unlock the secrets of successful real estate investing with Paul Moore.
Connect with Paul on LinkedIn to stay updated with his latest insights and visit his website for more information on how you can take your real estate investments to the next level. Get ready to elevate your investment game!
http://www.wellingscapital.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us for an insightful discussion with our guest, John Todderud, owner of Cardinal Oak Investments. He shares his journey from software and technology to real estate syndication, discussing how he cleverly applied his IT skills to create processes and tools in the real estate sector. Listen in as John Todderud shares valuable tips on managing your time effectively while holding onto your W2 job as you transition into real estate, a business with no ceiling to opportunities.
John Todderud continues the conversation with his unique experience in using his tech skills in various roles. He emphasizes the importance of communication in customer service and how the value of sales and marketing in building a business cannot be overstated. John highlights how his proficiency in Excel has been a game-changer in his real estate investments. Moreover, he underlines the significance of a team member who can present data in a clear and understandable way.
Lastly, we explore the nuts and bolts of underwriting a multifamily investment with John Todderud. He guides us through the process of researching rent comps, understanding the local market, and collaborating with property managers. He further sheds light on modeling rental income, vacancy rates, and potential rent increases for a realistic view of potential returns. As John shares his advice for passive investors and the most crucial metrics he tracks, you will gain invaluable insights into balancing personal and professional life and giving back to the community. Tune in for a wealth of knowledge from a tech expert turned real estate guru.
Want to learn more from John Todderud and connect with him directly? Drop him an email at john@cardinaloak.com and don't forget to connect with him on LinkedIn for even more valuable insights. Let's get the conversation started!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us as we delve into the world of multi-family real estate investing with Yosef Lee, an esteemed litigation attorney turned successful investor. Yosef's inspiring journey from a first-generation Korean immigrant to a thriving real estate entrepreneur is fueled by the transformative book "Rich Dad Poor Dad." Discover the outstanding benefits of multi-family real estate investment, including its scalability and reliable cash flow.
Listen in as Yosef shares his invaluable networking strategies that paved the way for his groundbreaking deal in December 2020. Gain insights into his proactive approach, involving over 200 networking calls, goal setting, and defining potential roles with partners. Yosef also sheds light on the challenges of time management, especially as a devoted father of two, and emphasizes the importance of building a competent team to navigate the dynamic real estate landscape.
In the final segment of our discussion, Yosef reveals his personal metrics for effective time management and highlights the significance of giving back. Discover how he maintains balance across health, wealth, and relationships through these powerful tools. Yosef underscores the necessity of crafting a clear and actionable plan for success and extends an open invitation for listeners to seek his expertise in real estate. Experience the power of networking and taking decisive action on your path to prosperity.
Want to learn more from Yosef Lee about multi-family real estate investing and his networking strategies? Connect with him on LinkedIn for valuable insights, advice, and opportunities in the real estate industry. Don't miss out on the chance to expand your knowledge and take your investments to the next level. Connect with Yosef on LinkedIn today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Ever wonder why triple net leases are considered a preferred choice for many seasoned investors? Our episode today features a riveting discussion with Dan Lewkowicz, a seasoned expert in net lease investments and a Senior Director at Encore Real Estate Investment Services. He decodes the attractiveness of triple net lease investments, particularly to sizable institutions, highlighting their predictability and built-in rental escalations.
Setting our sights on the broader economy, we dissect the impact of interest rates on the real estate market. Lewkowicz sheds light on the disparity between the federal funds rate and cap rates, and we dive into the landscape of residential real estate, Dow and Nasdaq, as well as the sentiment of the Federal Reserve. We also tackle the topic of distressed real estate assets - a niche that holds promise if navigated strategically. Lewkowicz impresses upon the importance of property evaluation and cultivating strong broker relationships for optimal gains.
To cap off our episode, we go deeper into the benefits of triple net investments, looking at how value can be added. Lewkowicz illustrates this with an example of a Walgreens property in Cleveland, Ohio and the 'blend and extend' strategy that led to a substantial equity gain. We also explore how LinkedIn can be leveraged for real estate success. And finally, in a climate of market uncertainty, we share insights on staying informed and drowning out the noise.
Looking to expand your knowledge of net lease investments and gain valuable insights from industry expert Dan Lewkowicz? Click here to tune in to the full episode and unlock a wealth of knowledge that can help you thrive in real estate investing!
https://lifebridgecapital.com/2023/08/09/net-lease-investing-for-stable-and-predictable-returns-dan-lewkowicz/
https://lifebridgecapital.com/2023/08/10/value-add-commercial-real-estate-with-blend-and-extend-amendments-dan-lewkowicz/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, host Whitney Sewell is joined by real estate expert Deborah Smith to dive into the current capital raising environment in the real estate industry. They provide valuable insights into the perspectives of institutional investors and the projects actively seeking capital.
The discussion revolves around the challenges faced by institutions in allocating capital, particularly in the face of declining real estate prices. The conversation also emphasizes the need for deployment and investment, highlighting the importance of finding promising opportunities amidst a limited market.
Tune in to this episode to gain a better understanding of real estate syndication and the various types of investors involved. Discover how the current capital raising landscape is shaping the industry and the strategies being employed to navigate these challenges.
Ready to dive deeper into the world of real estate capital raising? Click on the links below to tune in to the full episodes and gain valuable insights from our expert guest. Don't miss out on the chance to stay informed and make informed investment decisions.
https://lifebridgecapital.com/2023/07/26/ws1739-raising-capital-from-institutional-investors-deborah-smith/
https://lifebridgecapital.com/2023/07/27/ws1740-institutionalizing-your-business-deborah-smith/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode Whitney Sewell interviews Emily Cortright , a successful real estate investor who has mastered the art of raising money. Emily shares her inspiring journey and how she developed her skill sets in the world of real estate.
Emily's motivation to take control of her retirement came after witnessing her father's struggle during the stock market crash of 2009. Determined to have a different outcome, she attended a real estate investing class that opened her eyes to the potential of real estate as a wealth-building tool.
One of Emily's key strategies for raising money is teaching classes to real estate agents about wealth building and passive investing. By leveraging her real estate license and partnering with Keller Williams, Emily has been able to reach a large audience and establish credibility in the industry. She also hosts meetups and seminars where she shares her knowledge and invites guest speakers to provide valuable insights.
When it comes to following up with potential investors, Emily emphasizes the importance of building a preexisting relationship. She schedules 30-minute phone calls with interested individuals to get to know them better and understand their investment goals. By focusing on their needs and providing personalized guidance, Emily creates a strong connection with her investors.
To listen to the full episodes and learn more about Emily's strategies for raising money and building wealth in real estate, click on the links below. Don't miss out on valuable insights and tips from a successful real estate investor. Tune in now!
https://lifebridgecapital.com/2023/07/31/ws1744-three-unique-methods-to-raise-money-emily-cortright/
https://lifebridgecapital.com/2023/08/01/ws1745-the-importance-of-your-personal-profit-and-loss-emily-cortright/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode Whitney Sewell sits down with Patrick Grimes, a former engineer who has successfully transitioned into the world of real estate investing. Patrick shares his extensive background and experience in the industry, shedding light on the obstacles he encountered and overcame throughout his journey. He delves into the reasons behind his decision to shift from engineering to real estate, emphasizing the valuable advice he received from a successful entrepreneur. Patrick's story serves as an inspiration for aspiring real estate investors, showcasing the importance of perseverance and learning from past mistakes.
During the interview, Patrick discusses the significance of investing in recession-resilient markets and assets. He explains how he discovered the benefits of buying existing properties with cash flow potential and making improvements to increase their value. Patrick emphasizes the importance of thorough market research and selecting locations with diversified employment opportunities and landlord-friendly legislation. By focusing on recession-resilient assets, investors can mitigate risks and ensure long-term success.
Furthermore, Patrick shares his insights on the power of partnerships in real estate investing. He highlights the value of collaborating with individuals who possess complementary skill sets and align with your investment goals. Patrick emphasizes the need to find partners who are dedicated, hardworking, and share a similar mindset when it comes to risk-adjusted returns. Through his own experiences, Patrick learned that partnerships are best formed through working together in the trenches and observing how potential partners handle the challenges of the business.
To listen to the full episodes , click on the links below and tune in to gain more insights and valuable information. Don't miss out on these informative discussions!
https://lifebridgecapital.com/2023/08/02/ws1746-building-a-recession-proof-portfolio-patrick-grimes/
https://lifebridgecapital.com/2023/08/03/take-advantage-of-the-downturn-patrick-grimes/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us as we welcome our guest, Matt Sorenson, an esteemed attorney and author who simplifies the complexities of investing in retirement accounts. Matt shares valuable insights on how to make the most of your retirement funds, going beyond traditional stocks, bonds, and mutual funds.
Discover the differences between traditional and Roth accounts, and learn how to leverage self-directed IRA and 401k accounts to invest in real estate and private funds. Matt also reveals the exciting potential of investing using Health Savings Accounts (HSA).
But that's not all - Matt's wealth of knowledge extends to navigating the hurdles of self-directed retirement accounts, understanding the rules and regulations, and making informed decisions about transferring funds from Roth or 401K accounts. We'll also delve into the process of investing retirement funds in real estate, addressing restrictions, documentation requirements, and common pitfalls.
Whether you're looking to maximize the growth of your retirement account or just beginning to explore the investment landscape, this episode is a treasure trove of insights and tips to help you achieve your financial goals. Don't miss out on this opportunity to gain valuable knowledge from an expert in the field.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
We're excited to sit down with Marc Kuhn, an inspiring entrepreneur who has built a multimillion-dollar business from humble beginnings. Marc's journey is a testament to the power of perseverance and hard work.
In our conversation, Marc shares his personal story, starting from the challenges he faced in the early days of his entrepreneurial venture to the struggles of buying a home. Throughout it all, Marc acknowledges the unwavering support of his wife, who has been his rock.
Marc also delves into his fascination with the business world, drawing inspiration from successful entrepreneurs like Greg Brockman, who made a significant impact despite not completing college. He emphasizes the importance of delegation and prioritizing growth over daily tasks, lessons he learned from his own early mistakes.
Money management is another crucial aspect of achieving business success, according to Marc. He discusses how both the private sector and the US government utilize effective strategies to leverage money for growth. Marc explores the EOS system, which aligns business values and emphasizes the importance of every dollar saved as a soldier fighting for growth.
Media leverage is another key topic Marc highlights. He examines the successful strategy of Dave Ramsey and the impact of carefully chosen words and content creation in marketing. Prepare to shift your perspective on entrepreneurship and the art of leverage as we dive into this game-changing conversation with Marc Kuhn.
Ready to connect with Marc Kuhn and learn from his inspiring journey as an entrepreneur? Join him on LinkedIn for valuable insights, industry updates, and networking opportunities. Don't miss out on the chance to connect with a true business visionary.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Get ready for an enlightening discussion with Tony Lopes, the CEO of Dirty Boots Capital, as he shares his personal journey towards financial independence through real estate investing. Tony shares his humble beginnings, how he started small with his investments, and his steady climb towards building a wealth-generating portfolio of properties. Hear his inspiring story of retirement at the age of 44, made possible by his strategic investments in the real estate market.
Listen in as Tony provides insight into his company, Dirty Boots Capital. This coaching and syndication service provider aids those interested in actively or passively investing in real estate. You'll be captivated by Tony's detailed analysis of various economic indicators, such as the 210 spread for treasuries and homeownership rates, and their implications for the real estate market. He also shares a comparative analysis between the US and other industrialized countries that provides a broader perspective on the global real estate scene.
As we explore the transition of renters to homeowners, Tony discusses the cultural and economic shifts influencing our buying habits. From property tax increases to the effects of the government's debt-to-GDP ratio on state programs, this episode covers it all. We also delve into the investing opportunities and strategies in the current real estate market. You'll learn about the risks and rewards of investing in real estate, the significance of providing unique amenities for renters, and the impact of the changing socio-economic landscape on the transition of renters to homeowners. Tune in and get inspired to start your own journey towards financial freedom through real estate investing.
If you enjoyed this episode and want to learn more, visit Tony's website at https://dirtybootscapital.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us for an enlightening conversation with VJ Patel, an experienced real estate investor and syndicator, as he shares his journey from doctor to managing millions in capital. Discover the importance of establishing a professional social media presence in capital raising and how it can expand your reach and influence. Gain valuable insights from VJ on the challenges of raising capital and strategies to excel in this competitive industry.
Explore VJ's transition from healthcare management to real estate investment and learn how he leverages software to automate processes, save time, and cultivate successful relationships for capital raising. Hear about his firsthand experience of selling 1,800 properties and the valuable lessons he learned from a deal that fell through due to insufficient capital.
In the final segment, VJ delves into the power of passive income and its potential to create financial freedom. He emphasizes the significance of discipline and building strong relationships in the capital raising process, offering practical tips from his own journey. Don't miss the opportunity to visit VJ's website http://www.thefuturegp.com, a valuable resource for anyone interested in building wealth through real estate. This episode is a must-listen for those seeking insights into capital raising and real estate investment from a seasoned professional.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you ready to unlock the key to building wealth in all areas of your life? Join Cowboy Joe, a successful real estate tycoon and philosopher, as he shares his unique insights on cultivating affluence. Discover how Joe's personal journey, including his experiences in construction and project management, as well as overcoming financial challenges during the 2008 crisis, can inspire and guide you.
Explore his morning routine, where he reflects on past experiences to maintain a balanced perspective. Learn the importance of aligning your values with investment decisions, effectively managing downturns, and finding the right balance between debt and equity. Gain valuable insights on investing during turbulent times, including strategies for asset protection and potential opportunities in gold, silver, and Bitcoin.
Looking towards the future, Joe offers guidance on navigating the realms of AI, Blockchain, and Web 3. He emphasizes the importance of diversifying investments, conducting thorough research, and maintaining a balanced approach to debt and equity. This enlightening conversation is filled with wisdom and inspiration from a seasoned real estate expert and resilient entrepreneur. Don't miss out on the chance to learn from Cowboy Joe and unlock your path to wealth.
To listen to the full episodes and dive deeper into the topics discussed, click on the links below.
https://lifebridgecapital.com/2023/06/27/ws1710-bouncing-back-from-losing-100-million-in-08-09-cowboy-joe/
https://lifebridgecapital.com/2023/06/28/ws1711-minimize-your-risk-by-planning-and-saving-cowboy-joe/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you struggling to navigate your team towards clear-cut, measurable goals? Are you feeling adrift in the sea of business uncertainty? Join us on this highlight episode as we explore the art of crafting a solid organizational direction. Drawing inspiration from Lee Benson's enlightening book, "Your Most Important Number," we delve into the importance of scoring and how a well-defined RRK (Roles, Responsibilities, and Key numbers) for each employee can fuel your organization's engine.
Do you find yourself spending more time 'eating' instead of 'dreaming'? Eating signifies short-term gains, while dreaming is all about strategic planning for a prosperous future. Discover the fascinating dichotomy between short-term and long-term thinking as we reveal how successful leaders spend a whopping 80% of their time dreaming. We discuss the importance of tying culture with financial performance and generating value for all stakeholders. Additionally, we shed light on the critical element of alignment, ensuring everyone is rowing in the same direction, driven by a shared 'most important number.'
Crafting a strategy is just the beginning; the real challenge lies in execution. We explore the common hurdles that senior leadership teams face in bringing their strategic plans to life. Dive into the art of decision-making, as we highlight five categories of critical decisions that can make or break your organization's top number. We also emphasize the dangers of underperforming leaders and the power of 'aspirational winning' within an organization. Lastly, we stress the importance of open conversations and effort in aligning your team. Tune in and learn how to steer your organization towards uncharted regions of success!
To listen to the full episodes and dive deeper into the topics discussed, click on the links below. Don't miss out on the valuable insights and strategies shared.
https://lifebridgecapital.com/2023/07/06/ws1719-the-metrics-you-should-know-and-measure-to-grow-your-business-whitney-sewell/
https://lifebridgecapital.com/2023/07/07/ws1720-your-most-important-number-whitney-sewell/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you interested in learning how to build an effective investor relations team and create a robust platform for investors to monitor their investments and deals seamlessly? Do you want to understand the role of customer service in real estate syndication? Join us as we explore these topics and more with our special guest, Ryan Tseko from Cardone Capital.
In this episode, we dive deep into the details of raising capital and scaling up your real estate business. Our conversation with Grant Cardone and Ryan Seiko reveals the secret to expanding your business successfully, including strategic team and software changes, systematic approaches, and more. They also share their experience of distributing an impressive $45 million in the past year and their plans to increase their investors and apartment units tenfold. Additionally, you'll gain insights into the importance of nurturing third-party relationships and seeking wisdom from industry experts.
Furthermore, Ryan shares his personal recipe for success, highlighting the significance of maintaining a daily routine that promotes fitness and focus, the power of branding, and the importance of consistently tracking business metrics. He also emphasizes the role of mentorship in his journey to success and the value of having a teachable attitude. This episode is a treasure trove of knowledge for anyone interested in real estate syndication and wealth building. Don't miss out!
If you enjoyed this episode and would like to connect with Ryan, you can find him on LinkedIn. Just search for Ryan Tseko and send him a connection request. He would love to hear from you and continue the conversation.
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https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, we have the pleasure of interviewing Ryan Tseko, the executive VP of Cardone Capital. Ryan's unique journey from being a commercial airline pilot to becoming a successful real estate professional offers valuable insights into transferable skills and personal growth. He shares the fascinating story of Cardone Capital, which has grown from a $20 million deal to an impressive $1.1 billion worth of assets from retail investors, now operating Fund 23.
During the interview, Ryan discusses the intricacies of property acquisition, the impact of the Jobs Act on investing, and his ambitious goal of doubling the company's size within 24 months. He also provides strategies for navigating uncertain markets and emphasizes the importance of building a responsive audience. By prioritizing consistency, transparency, and fair dealings, Ryan explains how to attract investors effectively. Drawing from Grant Cardone's innovative marketing strategies, he highlights the key elements of raising capital, standing out in a competitive market, and delivering value to investors. If you're interested in crowdfunding or want to gain insights into real estate investing, this conversation with Ryan Tseko is a must-listen.
If you enjoyed this episode and would like to connect with Ryan, you can find him on LinkedIn. Just search for Ryan Tseko and send him a connection request. He would love to hear from you and continue the conversation.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Get ready to demystify the world of real estate syndication and disclosure with our guest, Nic McGrue from Polymath Legal. Nic brings his extensive knowledge of assisting entrepreneurs, developers, investors, and syndicators to provide fascinating insights into the importance of communication in the industry. With over $2 billion in assets raised and acquired by his clients, Nic is here to share his expertise with you.
Navigating SEC rules and special terms can be complex, but Nic simplifies it for you. Polymath Legal's growing team helps real estate investors raise capital and stay compliant with intricate laws and regulations. Nic will break down the latest SEC regulations, explain the significance of disclosure, and discuss why confidential side letters are no longer the norm.
We'll also explore the importance of regular communication in real estate. Nic emphasizes the value of staying updated on SEC regulations by keeping in touch with your attorney. He clarifies the confusion surrounding finder's fees and explains the details to pay attention to when paying a finder's fee over a period. Additionally, we'll delve into how to structure these agreements and why keeping your investors informed is crucial. Join us for this insightful discussion that promises to enlighten and engage!
Connect with Nic on LinkedIn and visit his website by clicking the link below. Don't miss out on the opportunity to connect and learn more about his work!
http://www.polymathlegal.com
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us as we explore the intricate landscape of SEC rules and regulations with Nick McGrue , a seasoned lawyer and expert in syndications, business formations, real estate, and business transactions. Nick's expertise in the field of law and his affiliation with Polymath Legal make him the ideal guide to help us dissect these complex regulations and their implications on multi-family investors. Prepare yourself for an in-depth discussion on finder fees, working with broker dealers, and the need for a proficient team to navigate these legal terrains.
This episode isn't just about understanding SEC regulations; it goes a step further to underscore the paramount importance of transparent communication with investors. Learn how to effectively communicate updates and relay information correctly and promptly. We explore the nuances of proper communication and staying on top of the ever-changing SEC rules and regulations.
We then delve into finder's fees and the associated regulatory considerations. With SEC regulations being a potential minefield, it is crucial to approach these matters judiciously. Discover how to legally pay finder's fees, explore alternatives to per-investor payments, and effectively document meetings and transactions to demonstrate compliance. Whether you're an active investor or a passive one, the insights shared in this episode are crucial to effectively navigate the investment landscape.
To wrap it up, Nick elucidates the new SEC rules and emphasizes the importance of seeking professional advice for unique scenarios. Tune in to catch this insightful conversation and don't miss the chance to take notes from one of the experts in the field!
Connect with Nick on LinkedIn and visit his website by clicking the link below. Don't miss out on the opportunity to connect and learn more about his work!
http://www.polymathlegal.com
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, host Whitney Sewell continues his conversation with guest Dan French. They discuss the real estate market trends and what Dan's company is doing to prepare for future projects.
Dan shares that in 2019, they made the decision to become net sellers of assets due to the frothiness in the market and low cap rates. They sold about a billion dollars in assets and are now raising a fund to take advantage of the gathering storm caused by the historic rise in interest rates. They are focused on finding downside-protected deals in great locations and have expanded their asset class focus beyond multifamily.
Dan also emphasizes the importance of doing thorough due diligence as a passive investor and tracking metrics such as supply in the market. The biggest challenge they are currently facing is finding great capital partners who are philosophically aligned.
He shares that his success can be attributed to his upbringing and the belief and support of his parents. He gives back through his business by empowering people and also serves on the board of the John Paul II Life Center, which helps pregnant women and families.
Listeners are encouraged to reach out to Dan through his LinkedIn profile or ATXacquisitions.com for more information.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, Brian Pickerel explores the rise of podcasting and why it's a medium that businesses should consider utilizing. He discusses the benefits of podcasting, successful examples of businesses using podcasts, and provides practical steps to start a successful podcast. Additionally, he reviews different podcasting equipment options and offers tips for choosing the right equipment for your podcast.
Key Points:
- Podcasting is gaining recognition as a popular and accessible medium, with over 2 million podcasts available.
- Starting a podcast can boost brand awareness, build a loyal customer base, and position the business as a thought leader.
- Shopify's "Shopify Masters" and TED's "Work Life" podcasts are successful examples of businesses leveraging podcasting to share insights and connect with their audience.
- Define target audience and content strategy, invest in quality equipment and editing software, promote on various platforms, and engage with listeners.
- Understand your purpose beyond a specific job or title. Identify your unique skills and strengths to fulfill your purpose in different contexts.
Podcasting offers businesses a unique and personal way to connect with customers, boost brand awareness, and establish thought leadership. By understanding their purpose and investing in the right equipment, businesses can reap the many benefits of podcasting. Whether you're a seasoned podcaster or just starting out, this episode provides valuable insights and recommendations to help you succeed in the podcasting world.
Ready to dive deeper? Click the links below to listen to the full episodes and gain valuable insights on starting your own podcast, understanding your purpose, and choosing the right equipment for a successful podcasting journey. Don't miss out on these valuable resources! Listen now and take your podcasting game to the next level.
https://lifebridgecapital.com/2023/07/17/ws1730-podcast-equipment-guide-from-basics-to-pro-level-brian-pickerel/
https://lifebridgecapital.com/2023/07/24/ws1737-why-you-need-to-start-your-own-podcast-brian-pickerel/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, Deana Berg speaks to, Dave Allred and Dan Rowley, to discuss their experiences and insights in real estate investing.
Dave shares his real estate investing journey, starting with his initial investment in four townhomes and utilizing 1031 exchanges to scale up to 64 doors. He emphasizes the importance of understanding the velocity of money and using equity appreciation as a down payment for further investments. Dave highlights the benefits of focusing on one's highest and best use of time and leveraging active income to transition into real estate. He discusses the freedom and generational wealth that real estate can provide and his goal of helping 1,000 people achieve financial freedom through real estate.
In the second segment Dan, a former CFO, discusses how his background has shaped his approach to real estate investing. He emphasizes the importance of value investing and avoiding speculative investments. Diversification is a key aspect of his investing philosophy, as he believes in aligning investments with his comfort level and long-term goals. Dan stresses the significance of conducting thorough financial analysis and due diligence when evaluating investment opportunities. He also highlights the benefits of investing in recession-resilient asset classes and landlord-friendly states.
Key Takeaways:
- Understand the velocity of money and leverage equity appreciation for investments.
- Focus on your highest and best use of time and use active income to transition into real estate.
- Real estate offers freedom, financial security, and generational wealth.
- Conduct thorough financial analysis and due diligence when evaluating investments
- Diversify investments and align them with your goals.
- Consider recession-resilient assets and landlord-friendly states for investment.
To hear the full episodes and dive deeper into the topics discussed, click on the links below. Don't miss out on valuable insights and advice from industry experts. Tune in now!
https://lifebridgecapital.com/2023/05/23/ws1675-a-millionaire-at-age-26-dave-allred/
https://lifebridgecapital.com/2023/05
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, host Whitney Sewell welcomes real estate expert Dan French, who has nearly 20 years of experience in transacting and operating real estate. With a track record of over $2 billion in assets under management and a history of successfully operating 15,000 apartment units, Dan shares valuable insights and lessons learned from his extensive career. Listeners will gain valuable knowledge about the real estate market and the importance of starting early and learning from experience. Tune in to this episode to hear from an industry expert who has returned nearly $1 billion to investors and partners.
Quotes:
- 00:00:00 - "If this is in your heart, start early, because there's no sustainable success out of the gate."
- 00:04:52 - "I get questions all the time about partnerships."
- 00:06:07 - "It's when times get challenging that you really find out who's made of the right stuff."
- 00:10:29 - "So we didn't, I think we had floating on some of that stuff back in the day."
- 00:12:49 - "That was actually more important for our long-term career than getting some small financial payout."
- 00:14:52 - "managing your asset well."
- 00:16:05 - "Because by year four or five, you're just going to naturally have to spend this money to keep your asset competitive in your market."
- 00:21:14 - "A-teams start with character, and that includes a mission orientation."
- 00:23:15 - "You're not going to get it right every single time."
- 00:24:41 - "The worst thing you can do is waste people's time in their career by hiring them wrong."
- 00:26:38 - "There has been a couple of people that I've hired that I just knew they were great people and like were driven and those things, some of the things you've mentioned, I didn't even know what they were going to do yet."
To connect with Dan French and learn more about his expertise in real estate, reach out to him at 845-629-1808 or connect with him on LinkedIn. You can also visit their website to explore more at ATX Acquisitions. Don't miss out on the opportunity to gain valuable insights and guidance from Dan in the real estate industry.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this engaging discussion, we dive deep into the fundamentals of building trust with potential investors through a consistent content strategy. Our guest, Tyler Mount, sheds light on leveraging LinkedIn to create valuable connections with cold leads.
We'll also emphasize the critical role of maintaining a uniform visual identity in your marketing strategy, spanning from business cards to social media posts, ensuring a memorable impression on your customers. Additionally, we'll examine the importance of a robust CRM system for effective customer relationship management and staying ahead of industry trends.
But the conversation doesn't end there. We'll explore the challenges and strategies related to developing a personal brand. Tyler will reveal his secrets for producing captivating content and forming meaningful connections with your audience. Furthermore, he'll discuss his highly successful real estate marketing strategy and its integral role in wealth building.
Whether you're an experienced investor or new to the real estate industry, this episode is a goldmine of insights and guidance. Tune in to the Real Estate Syndication show to elevate your real estate marketing game to new heights.
Visit Tyler's website now to gain exclusive insights and take the first step toward building your own powerful personal brand in the industry. Click here to explore the possibilities!
Links:
https://tylergmount.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you eager to make a significant impact in the real estate industry? If so, this episode is a must-listen. We're thrilled to welcome Tyler Mount, a personal branding expert, to share his insights. Tyler has an impressive track record, having worked with Fortune 100 CEOs and brokerages across various industries. In this episode, he unravels the power of personal branding in real estate, emphasizing how you can build lasting trust with your investors by harnessing the potential of your personal brand.
Tyler offers a wealth of practical advice on creating content that seamlessly merges your business expertise with your personal interests and values. This fusion forms a potent connection that resonates authentically with potential clients.
Furthermore, Tyler stresses the importance of humanizing yourself to forge robust relationships with potential clients. He advocates prioritizing your personal brand over company messaging or positioning for a more profound impact. If you're just starting in investor marketing, Tyler's insights on establishing an online presence and cultivating a positive image are invaluable. You'll also gain valuable tips on maintaining a personalized website, optimizing your use of social media platforms, harnessing the power of hero videos, managing press, and earning media coverage.
Don't miss this opportunity to learn from a true master of the field and take your real estate business to the next level. Tune in now!
Ready to supercharge your real estate success through personal branding? Visit Tyler's website now to gain exclusive insights and take the first step toward building your own powerful personal brand in the industry. Click here to explore the possibilities!
Links:
https://tylergmount.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you maximizing the tax advantages of your real estate investments? Or are you concerned about potential pitfalls like overpaying for a property? Look no further! Join us for an enlightening conversation with real estate investment expert, Larry Taylor. In this engaging discussion, Larry shares his extensive experience and knowledge in the industry, addressing these questions and more.
Larry Taylor, a real estate maestro, delves into the intricacies of the debt market, providing valuable insights and advice for passive investors. He also sheds light on the current challenges affecting the real estate sector. Larry's guiding principle, "buy the best and forget the rest," is at the heart of our conversation, offering a clear path for all listeners.
But our exploration of the real estate investment world doesn't end there! Larry generously imparts his wealth of wisdom, emphasizing essential investing metrics and strategies. He stresses the importance of understanding a property's true value and warns against the risks of overpaying. Larry also discusses his team's ambitious plans to expand their investor base.
With a focus on long-term investment strategies, Larry shares his expertise in tax planning and property evaluation. Prepare to enhance your real estate knowledge, optimize your investment portfolio, and seize unprecedented opportunities. This episode is a treasure trove of insights from a seasoned industry veteran, and you won't want to miss it!
Don't miss the opportunity to learn from a real estate legend! Contact Larry Taylor at 3-0-4-5-6-2-6-2-2 or visit https://christinala.com/ for invaluable insights and your real estate journey. Seize the opportunity now!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Prepare for enlightenment from Larry Taylor, a seasoned real estate investor with over 50 years of experience. As the founder and CEO of Christina Season Investor, Larry began his real estate journey at 18 and has since built a lasting legacy. He shares his early years, first deal, and his strategic move during the high inflation of 1972, all without mentors.
Our conversation begins with Larry's passionate talk about the allure of investing in Los Angeles' West side. He explores the wealth concentration, year-round excellent weather, and the impact of entertainment, aerospace, Silicon Valley, and tourism, making this region a lucrative real estate hotspot. Larry's insights will convince you of the West side of LA's potential.
To conclude, Larry imparts invaluable wisdom on dealing with lenders in real estate. He stresses building strong lender relationships and maintaining a financial cushion for investments. He also offers a glimpse into real estate syndication and its growth potential. This conversation is a treasure trove for real estate enthusiasts, whether passive or active investors. Brace for a captivating journey through Larry's extensive real estate wisdom!
Don't miss the opportunity to learn from a real estate legend! Contact Larry Taylor at 3-0-4-5-6-2-6-2-2 or visit https://christinala.com/ for invaluable insights and your real estate journey. Seize the opportunity now!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode discover the inspiring journey of Zach Winner, a seasoned attorney who made a successful transition from the legal field to investing in unique real estate properties. Starting with the acquisition of a hotel in Austin, Texas and branching out into the development of industrial flex office parks in St. Louis, Zach's story offers valuable insights into the resilience of unconventional properties and the benefits of multifamily value-add investments.
During our conversation, we dive into the important legal aspects of real estate investment, leveraging Zach's expertise. We explore key documents such as the private placement memorandum, offering memorandum, and purchase and sale agreement, discussing how a skilled legal counsel can protect investors' interests and tailor these agreements to their needs. Whether you're a seasoned investor or just starting out, this episode provides invaluable advice for finding a trusted legal partner in your real estate endeavors.
As we near the end of our discussion, we delve into the differences between multifamily and ground-up investments, highlighting the potential for increased net operating income and high returns. However, we also address the associated risks, such as longer timelines, bureaucratic processes, and the importance of having contingency funds. Zach shares his insights on active investing and provides valuable guidance for those considering a shift between active and passive investment strategies.
We conclude with a stimulating conversation on the benefits of transitioning from a traditional job to real estate investing. Discover how real estate investment can grant you the freedom to be your own boss and take control of your time. If you're eager to learn more, click on the links below to listen to the full episode and join us on this exciting journey to wealth creation through real estate investment!
https://lifebridgecapital.com/2023/06/22/ws1705-why-invest-in-value-add-multifamily-apartments-zach-winner/
https://lifebridgecapital.com/2023/06/21/ws1704-get-outside-legal-counsel-involved-in-your-syndications-zach-winner/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this engaging episode, we sit down with a seasoned commercial real estate broker, Doug Banerjee, to unravel the multifaceted roles they assume within the real estate industry. From the subtle distinctions between a specialist and a generalist to the intricacies of cultivating enduring client relationships, you'll gain profound insights into the dynamic world of brokers.
Our guest also compellingly advocates for investing in commercial real estate, underscoring its tax advantages and the potential for asset value appreciation that this investment avenue offers.
Shifting our focus, we delve into the current state of the debt market, shedding light on the mounting costs associated with short-term debt and how investors can harness loan constants to regain their positive financial trajectory. Our guest shares invaluable perspectives on the influx of debt funds post-COVID-19, along with expert guidance on effectively conveying a deal's narrative to potential investors.
As the episode unfolds, we explore vital considerations for those contemplating commercial real estate investment. These include the pivotal role of location, the significance of the general partner, and the management team's contributions. We also provide an in-depth examination of pro forma budgeting and address common pitfalls to avoid in real estate operations.
Towards the episode's conclusion, we engage in a constructive debate about the pros and cons of in-house management versus third-party management for substantial real estate investments. Click on the links below to tune in to the full episodes and enrich your knowledge of the real estate landscape! Invest wisely, and seize the opportunities that this vibrant market offers.
https://lifebridgecapital.com/2023/06/13/ws1696-reasons-to-invest-in-commercial-real-estate-today-doug-banerjee/
https://lifebridgecapital.com/2023/06/14/ws1697-how-you-can-create-a-successful-pro-forma-in-real-estate-doug-banerjee/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you looking to make a career switch or dive into the world of real estate investing? Join us as we uncover the remarkable journey of Nick Elder, co-founder of Trinity Peak Partners and Investor Relations Officer at Ironton Capital. In this captivating discussion, Nick shares his insights on raising millions of dollars in funding and offers valuable advice for aspiring investors.
In this episode, Nick discusses his unique path to real estate investing, from a lucrative career in pharmaceutical sales to the exhilarating world of real estate. He reveals how he managed to raise a staggering $30 million in the second half of 2022, with projections of reaching $50 million in 2023. If you're contemplating a career switch or curious about the art of large-scale fundraising, Nick's insights are a goldmine.
Nick also emphasizes the power of cultivating long-lasting relationships and mentorships. Learn how his relentless pursuit to connect and engage led to incredible opportunities. Beyond being the face of Ironton Capital's fund, Nick has positioned himself as an active educator for investors – a role he is passionate about. Discover his strategies for setting goals, identifying investment opportunities, and tracking crucial metrics. Whether you're a passive investor seeking guidance or navigating challenges in your enterprise, this episode offers a trove of valuable takeaways.
Tune in to discover the habits and disciplines that can yield high returns in real estate investing. Unlock the secrets of this thriving industry and embark on your own path to success with Nick Elder as your guide. And if you're eager to connect with Nick directly, don't miss the chance to connect with him on LinkedIn.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us for an inspiring journey into the dynamic world of entrepreneurship with Steve Futrell, the visionary founder of Infinite Technology Solutions. Discover the keys to success as Steve shares his remarkable insights and gripping tales of birthing and nurturing a global empire. Gain a profound understanding of the significance of reputation and the game-changing potential of strategic partnerships. Steve's unwavering dedication and motivation in the ever-evolving business landscape are nothing short of a priceless treasure. Prepare to embark on an extraordinary voyage as Steve unveils his transformative journey in our inaugural segment.
But that's not all - Steve's passion transcends the realms of entrepreneurship. He's a fervent advocate for financial literacy and astute investment practices. Join him as he delves into the art of retirement planning and the pivotal role of investment in scaling a business. With a wealth of experience in the stock market and a portfolio of real estate ventures, Steve's narratives are a treasure trove of invaluable lessons on financial management, future planning, and gauging risk tolerance. His candid conversations about investment realities and the criticality of assembling the right team offer a profound and enlightening perspective on the business world. Tune in now to be enlightened.
Ready to connect with Steve Fuchrell and tap into his wealth of insights on LinkedIn? Click the link below and let's connect for a transformative journey in entrepreneurship and investment!
https://www.linkedin.com/in/steve-futrell-3a1b804/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unlock a treasure trove of real estate investing tips and strategies with experienced investor Kenny Wolfe. Discover how to turn overlooked office spaces into profitable multifamily units on a budget. Gain insights into the current real estate climate, the potential in foreclosures, and our proven methodology for acquiring prime properties.
In this episode, we dive deep into the conversion process, covering floor plans, fire codes, and maximizing unused spaces. Learn how to make your property stand out by adding unique features like gaming rooms and lounges. Kenny also shares his predictions for the real estate market in the next 6-12 months and offers valuable advice for passive investors.
We discuss the search for properties with strong walk scores and revenue potential, while addressing challenges such as zoning regulations and safety codes. However, we also explore the advantages of transforming historic buildings, including federal grants and seller carry deals. Join us on this enlightening journey where Kenny's expertise meets practical advice to help you thrive in real estate investing.
Whether you're looking for wealth-building tips or want to learn more about real estate syndication, this conversation with Kenny Wolfe is a must-listen. Gain invaluable knowledge from a seasoned industry expert. Don't miss out on this opportunity to unlock the door to financial freedom through real estate investment.
Visit Kenny's website at Wolfe Investments to explore his resources and take the next step towards achieving your financial goals. Tune in now!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you interested in achieving financial freedom through real estate investment? Look no further! In this episode, we have a special guest, Kenny Wolfe, CEO of Wolf Investments and author of "Investing in the Dream" and "How to Acquire Multifamily Real Estate and Attain Total Financial Freedom." With over 14 years of industry experience, Kenny shares his insights on various asset classes, preserving investor capital, and navigating challenging market conditions.
Kenny 's journey from oil and gas accounting to managing $715 million in commercial real estate assets is truly inspiring. He reveals the strategies he used to expand his business out-of-state, develop triple net properties, and convert office spaces. Kenny also discusses the current trends in multifamily real estate, including rising rents and occupancies despite debt challenges.
In addition, Kenny provides valuable insights into debt-side strategies in the face of increasing interest rates and potential global events. He shares his experience of transforming townhome lots and building a successful 88-unit multifamily deal. Keeney emphasizes the importance of assembling the right team for each asset class and highlights the benefits of investing in triple net properties.
Whether you're looking for wealth-building tips or want to learn more about real estate syndication, this conversation with Kenny Wolfe is a must-listen. Gain invaluable knowledge from a seasoned industry expert. Don't miss out on this opportunity to unlock the door to financial freedom through real estate investment.
Visit Kenny's website at Wolfe Investments to explore his resources and take the next step towards achieving your financial goals. Tune in now!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join me and my guest Robert Preston, co-founder and CEO of Climb Capital, as we explore the exciting world of RV park investments. Discover the ins and outs of investing in RV parks with Robert, as he shares his insights on why he believes RV parks are recession-resistant investments.
Robert Preston is a successful real estate entrepreneur who transitioned from a military career to become the co-founder and CEO of Climb Capital. He shares his compelling journey and recounts a harrowing incident in the military that pushed him to look for alternative ways to earn a living.
As licensed foster parents, Robert and his wife embody the importance of giving back to the community. They believe that success is not just about wealth but also about making a positive impact on others' lives.
During our conversation, Robert reveals how he managed to invest in a mobile home park without any upfront capital. He also shares his expertise in raising capital through the syndication process, providing valuable insights for aspiring investors.
We discuss the resilience of RV park investments, particularly during economic downturns. Robert explains why he believes RV parks are recession-resistant and highlights the benefits of this niche market.
We also delve into the challenges that Robert's business faces in the current landscape and the key metrics he monitors. He emphasizes the importance of having mentors and continuous education in achieving success in the real estate industry.
Additionally, we touch on Robert's philanthropic endeavors, including his 506C fund, the Campfire Fund. We learn about his family's love for travel and how they enjoy exploring the country in their RV.
If you're interested in real estate, specifically RV park investments, this episode is a must-listen. Tune in to gain valuable insights and be inspired by Robert Preston's experience and expertise.
Ready to dive into the world of RV park investments? Visit Robert Preston's website at http://www.climbcapital.com to learn more and start your own journey towards financial success in real estate. Don't miss out on this opportunity to gain valuable insights and guidance from an industry expert. Take the first step and visit the website today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Learn how to streamline processes, raise capital, and accelerate growth in the real estate industry. Discover the power of syndication and bringing in investor partners to access more funds and expand your operations. Explore the benefits of automation and systems like ActiveCampaign to save time and improve efficiency. Gain insights into the hiring process and the importance of asking candidates questions that prompt them to share their experiences. Join us as we dive into the world of real estate syndication and optimization.
Click on the links below to listen to the full episodes.
https://lifebridgecapital.com/2022/06/17/ws1335-why-investor-experience-matters-in-capital-raising-brandon-cobb/
https://lifebridgecapital.com/2022/06/16/ws1334-the-smarter-way-to-find-a-mentor-and-hire-people-brandon-cobb/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us on this highlight episode as we dive deep into the world of real estate with Matt John, a seasoned financial expert with a background in accounting. Discover the secrets to navigating through the stormiest of waters and finding your purpose in the industry.
In this episode, Matt shares his personal journey from accountant to an operational capacity in DLP Capital, shedding light on the Lead Execution System designed to be leveraged during challenging times. Gain valuable insights on how to think differently about storms and challenges, leading to personal and professional growth.
Explore how different organizations weather the storm and uncover the competitive advantages that successful ones possess. Matt illustrates how DLP's Lead Execution System simplifies the task of managing competing priorities, emphasizing the importance of focus and alignment with organizational values for entrepreneurs. Learn why selecting a specific real estate venture aligned with your passion is key to success.
Nurturing leaders and setting goals are crucial aspects of a thriving career. Matt shares invaluable insights on building trust with team members and guiding them towards their career aspirations. Discover the power of the SMART framework in creating specific, attainable, relevant, and time-based goals.
Don't miss out on these episodes filled with wisdom and practical advice to help you weather any storm in your professional journey. Click the links below to listen to the full episodes and reach out to Matt for further discussions.
https://lifebridgecapital.com/2023/05/20/navigating-the-coming-storms/
https://lifebridgecapital.com/2023/05/22/ws1674-top-two-competitive-advantages-matthew-john-part-ii/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you feeling uncertain about investing in today's volatile market? Look no further, as seasoned investor Devin Elder shares his strategies and insights to help you navigate these challenging times. In this episode, we will explore the key principles that can maximize your returns and transform challenges into opportunities.
One of Devin's core philosophies is staying professionally invested, regardless of market conditions. He believes that diversification is crucial and not just during times of uncertainty. By spreading your investments across different asset classes, you can mitigate risks and increase your chances of success.
As we delve into the world of real estate, Devin sheds light on how the current rate hike cycle impacts property investment. He reveals how capital markets are adapting to facilitate deals and offers valuable advice on leveraging intuition for decision-making. If you're a passive investor, you won't want to miss this section.
But Devin's expertise doesn't stop at financial gains. We also explore his philanthropic pursuits through his self-funded DJ Foundation. This inspiring journey emphasizes the importance of earning to make a positive impact on society. By aligning your investments with your values, you can create a meaningful legacy.
Throughout the episode, Devin emphasizes the significance of thoughtful investment strategies. He encourages investors to measure success not only in terms of financial returns but also through key metrics such as social impact and sustainability.
So whether you're an investor seeking guidance in this unpredictable market or simply interested in real estate and philanthropy, this episode is a must-listen. Join us for a discussion filled with valuable advice and practical insights that can reshape your investment perspective and pave the way for success.
Ready to take your investment journey to the next level? Visit Devin's website at https://djetexas.com/ for a wealth of valuable resources, insightful articles, and expert guidance. And don't forget to tune in to Devin's podcast, where he shares exclusive tips and interviews with top industry professionals. Get inspired and stay informed by subscribing today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Ever wondered about the potential returns on real estate investments beyond multifamily properties? Look no further! Devon Elder, an experienced investor, has discovered a unique strategy that involves buying large plots of land and selling them in smaller pieces to a wider buyer pool. In a fascinating interview, Devon shares his personal journey of purchasing a ranch and how it led him to this innovative approach.
But Devon doesn't stop there. He delves into various investment strategies that have proven to be highly profitable for his investors. From cash purchases to land deals and industrial projects, he demonstrates the versatility and untapped potential of real estate investments. If you're seeking a fresh perspective and innovative ways to enhance your portfolio, Devon's insights are a must-listen.
By exploring these alternative strategies, such as real estate partnerships, impact investing, hard money loans, private notes, real estate crowdfunding, real estate syndication, raw land, and more, you can enjoy quicker returns with significantly less due diligence and management. It's time to unlock the true potential of your real estate investments!
Visit Devon's website and listen to his podcast to discover even more alternative strategies that yield quicker returns with less management. Don't miss out on this opportunity to enhance your portfolio!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
We are delighted to welcome Devin Elder, the Founder and CEO of DJE Texas Management Group, as our guest. Devin will provide us with invaluable insights into the fascinating world of real estate syndication. We will explore the inner workings of his company, which has successfully completed numerous projects, and learn about their innovative strategies for attracting investors in a challenging market characterized by high debt and costly interest rates.
In addition to his prowess in real estate, Devin is a master in capital raising and investor relations – the lifeblood of his business. He graciously shares his expertise on these vital aspects, offering valuable advice on leveraging referrals, maintaining regular communication with investors, and utilizing speaking engagements and podcasts to enhance credibility. Furthermore, Devin emphasizes the importance of keeping investors engaged and informed.
Looking to level up your real estate investments? Whether you’re new or experienced in real estate investing, tune in to Devin Elder’s podcast, The DJE Podcast, for a treasure trove of practical tips and insights. Visit Devin Elder’s website at DJE Texas Management Group to unlock exclusive strategies, success stories, and join a community of savvy investors.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you searching for the best investment opportunities? Our latest episode featuring Salvatore Buscemi offers a comprehensive analysis of the current market situation and how it affects your investment decisions. According to sources such as NerdWallet, Bloomberg, and Bankrate, some of the top investments right now include high-yield savings accounts, certificates of deposit, bonds, stock funds, real estate, and more. In this episode, we dive deeper into the economic state, discussing geopolitical risks, the US dollar reserve status, and other factors that could impact investments. Sal shares his own KPIs that have helped high-net-worth families make informed decisions.
We also explore the uphill battle of scaling up a business, the importance of key performance indicators, and the habits you need to cultivate to succeed. Tune in to our riveting discussion on multi-family office onboarding, books, investments, and real estate to gain valuable insights on how to start investing today with Life Bridge Capital. Join us on this enlightening journey and learn how to identify lucrative investment opportunities.
If you found Salvatore's insights on investing and networking as captivating as we did, make sure to connect with him on LinkedIn to stay updated on his latest ventures. You can also visit his website at http://www.dandrewpartners.com to learn more about his unconventional approach to high-risk investments and his successful journey in the life sciences business.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this captivating conversation, Salvatore Buscemi, CEO and co-founding partner of HRN, LLC, and CEO of Dandrew Partners Capital Management, shares his expertise on investing and networking. Salvatore's unconventional approach to venture deals puts emphasis on the significance of experienced founders and smart money for successful high-risk investments. He also discusses his recent move to Miami, a city that is becoming a hub for investors and opportunities.
He sheds light on his experiences raising capital from ultra-high net worth families and highlights the importance of building relationships with them. He also talks about how writing a book can enhance credibility and create a viral marketing campaign. Salvatore shares his experience of leveraging a book to establish connections with high net worth families and his successful journey in the life sciences business.
Salvatore's use of premiums to attract investors, such as giving away a Chelsea Football Club jersey for a hefty investment, is a great insight into how to incentivize investors. He also provides insights into the significance of effective storytelling and how to deliver data without overwhelming potential investors. Finally, we touch upon personal branding and investment opportunities. Don't miss out on his wealth of knowledge, experiences, and success stories in this engaging episode.
If you found Salvatore's insights on investing and networking as captivating as we did, make sure to connect with him on LinkedIn to stay updated on his latest ventures. You can also visit his website at http://www.dandrewpartners.com to learn more about his unconventional approach to high-risk investments and his successful journey in the life sciences business.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Step into the future of real estate as we explore the transformative impact of technology alongside Jamie Stadtmauer from Agora. Gain insight into the dynamic evolution of the real estate industry and witness how seemingly simple solutions, like a cutting-edge key-tracking system, can revolutionize operations. Together, we will dissect the pivotal role played by pioneering technologies such as My Building and advanced water metering systems in enhancing the industry's functionality and accessibility.
Agora, a trailblazer in the real estate sector, takes center stage in our enlightening conversation with Jamie. We will unveil how this innovative company is forging a path with its centralized system, streamlining capital raising, investment tracking, and investor communication processes. Discover how the Agora platform leverages a powerful CRM for investor management, secure data rooms for efficient document storage, and integrated email systems for seamless communication, creating an unmatched investing experience.
Our journey into the real estate realm wouldn't be complete without addressing a crucial aspect - risk management. With guidance from Ted Green, an expert from Spartan Investment Group, we will delve into the art of recognizing and effectively managing your risk appetite to make well-informed investment decisions. From life events that influence our investment perspectives to the significance of diversifying asset classes in our portfolios, we will comprehensively cover all facets. Allow us to assist you in navigating the ever-evolving landscape of real estate investing, where technology converges with tradition, and efficiency harmonizes with accessibility.
Ready to dive into these insightful discussions? Click the links below to tune in for full episodes and unlock a wealth of knowledge!
https://lifebridgecapital.com/2021/12/07/ws1143-understanding-and-managing-your-risk-appetite-with-ted-greene-techandtacticstuesday/
https://lifebridgecapital.com/2021/11/30/ws1136-technology-and-investment-platforms-in-real-estate-with-jamie-stadtmauer-techandtacticstuesday/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us in this fascinating conversation with Brian Burke where we explore the ins and outs of sourcing off-market real estate deals. We will delve into the three types of off-market deals and the critical role of establishing a solid track record with brokers. We'll uncover the competitive landscape of the real estate market and how cultivating strong relationships with brokers can give you an advantage. By consistently closing deals and maintaining a professional reputation, you can be at the top of the broker's contact list.
We'll also discuss the importance of relationships in raising capital in the multi-family real estate industry. Our focus will be on building trust, and we'll share insights on how to inspire potential investors' confidence in you, the investment class, and the specific deal. Don't miss out on the invaluable advice on avoiding the common mistake of approaching potential investors without first establishing a relationship.
Lastly, we'll provide you with practical tips on how to educate potential investors about real estate investments. We'll walk you through the process of presenting deals, from providing detailed financial analysis to conducting sensitivity analysis. We'll simplify the complexities of real estate financials to help you secure off-market deals. This episode is a treasure trove of information for anyone looking to strengthen their understanding of the multi-family real estate market. Tune in to empower yourself with strategies that could set you on the path to success.
Ready to dive deeper into the world of off-market real estate deals and raising capital in the multi-family real estate industry? Click the links below to tune in to the full episode and gain invaluable insights to set you on the path to success. Don't miss out on this opportunity to empower yourself with expert strategies and practical tips.
https://lifebridgecapital.com/2019/08/27/ws310-getting-investors-through-the-three-trust-curves-with-brian-burke/
https://lifebridgecapital.com/2019/08/18/ws301-managing-profitable-broker-relationships-with-brian-burke/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unveiling today, we delve into the art of effective capital raising with Mat Sorenson, the esteemed CEO of Directed IRA and Directed Trust Company. With an impressive record of opening over 300 accounts and amassing a staggering $30 million in investments within a mere 90 days, Mat unravels the potency of a simple query: "Do you have funds in an IRA or 401k?"
In this enlightening discourse, Mat illuminates the nuances of Solo 401k and diverse investment strategies, underlining that only self-employed individuals sans employees are eligible for a Solo 401k. He accentuates the critical role of third-party support for capital raisers and underscores the necessity of investor education.
Transitioning, Mat guides us through the labyrinth of private capital raising, providing insights into the realms of 401k plans, IRAs, and self-directed accounts. Aimed at simplifying investing while ensuring compliance, he dispenses priceless advice on strategizing private capital raising for optimum efficiency.
So, if you're intrigued by the prospect of harnessing the power of the $35 trillion retirement accounts, this episode is an indispensable listen. Tune in as we decipher the intricacies of investment for you, enhancing your understanding of the financial world and optimizing your investment strategy.
Ready to reshape your financial future? Don't wait! Visit Mat's website, DirectedIRA.com, to dive deeper into self-directed retirement accounts. Whether you're a novice or seasoned investor, there's a wealth of knowledge waiting for you. Start exploring today and take the first step towards a more prosperous retirement.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unlock the full potential of your retirement accounts, leverage them for real estate or private investments, and make your retirement money work harder for you with our guest, Mat Sorenson. As the founder and CEO of Directed IRA and Directed Trust Company, a seasoned attorney, successful real estate investor, and bestselling author, Mat brings a wealth of knowledge on self-directed retirement accounts.
Envision the possibilities if your IRA or 401k could generate substantial returns through real estate investment. Mat illuminates the power of a solo 401k, particularly for self-employed individuals, and shares a fascinating case of a client who earned a million dollars tax-free through a real estate option via his Roth IRA. We dive deep into strategies for leveraging an average investor's starting point of $50,000, and the benefits that come from a professional investor's $6,500 annual contribution.
We delve into various retirement account strategies, clarifying the distinctions between 401Ks, IRAs, and Roth accounts. Mat unveils the tax benefits of traditional accounts and how they can bolster your financial wellbeing. Not to mention, we examine the Roth conversion process - a savvy approach to avoid taxes during your retirement withdrawal. This episode is brimming with insights that could revolutionize your retirement investment strategy. So, tune in, take notes, and reshape your financial future!
Ready to reshape your financial future? Don't wait! Visit Mat's website, DirectedIRA.com, to dive deeper into self-directed retirement accounts. Whether you're a novice or seasoned investor, there's a wealth of knowledge waiting for you. Start exploring today and take the first step towards a more prosperous retirement.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this enlightening episode, we welcome Kranti Ponnam, the visionary Director of Capital at Wild Oak Capital. Renowned for his innovative approach to real estate, Kranti is revolutionizing the industry through technology-driven strategies and a firm commitment to customer-centric solutions. With a rich entrepreneurial background, he's not just constructing properties but also crafting successful business processes and systems that bolster growth and scalability in any venture.
Join us as we delve into the realm of Key Performance Indicators (KPIs) in asset management, underscoring the transformative role technology plays in shaping these metrics. Drawing from Kranti's profound insights, we dissect the complexities of KPIs, identify areas of improvement, and discuss the mindset that propels success in the world of syndication. We also explore the ingenious ways Kranti’s team is leveraging custom-built software, APIs, and AI, enabling everything from Capital Expenditure (CAPEX) management to marketing automation.
In the face of an ever-evolving real estate market, Kranti shares his predictions for the next 6-12 months, offering invaluable insights into how these forecasts influence his team's decision-making process. Despite rising rates, he posits that it remains an opportune time to invest if three crucial parameters - debt, location, and price - are perfectly aligned. For passive investors, Kranti emphasizes the importance of thorough research into the group orchestrating the deal and their track record before committing capital.
Concluding on an inspirational note, Kranti reveals how his team harnesses the power of technology to maintain a competitive edge in the real estate industry. This episode promises a treasure trove of knowledge, intriguing narratives, and practical tips to guide you on your real estate journey. Tune in for a refreshing perspective on real estate investment, technological innovation, and customer-centric strategies in the industry.
Connect with Kranti Ponnam, the force behind Wild Oak Capital, on LinkedIn. Explore his innovative work in real estate on his website. Join his network today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this insightful podcast episode, our host Whitney Sewell sits down with distinguished guest Andy McQuade, a leading principal at the prestigious Arm Companies. The discussion revolves around the vital topic of Total Cost of Ownership (TCO), a concept that holds immense significance for those immersed in the real estate sector.
They explore the lasting financial ramifications of astute purchasing decisions, with Andy presenting real-world examples to illustrate the profound monetary effects of such strategic choices. The episode also underscores the need for operators to boost operational efficiencies and drive income growth from their properties.
The conversation sheds light on the fact that many challenges faced by operators are not unique but rather shared across the industry. By tuning in, listeners can expect to gain a wealth of knowledge on how to sidestep costly mistakes and optimize returns in the realm of real estate syndication.
Don't miss the opportunity to connect with Andy McQuade, a mastermind in multifamily real estate, directly on LinkedIn. Engage with his wealth of knowledge and stay updated with his latest insights. Connect with Andy on LinkedIn
For more in-depth resources and to learn more about his innovative TCO method, make sure to visit ARM Companies' official website. Discover how you can make smarter investment decisions today. Visit ARM Companies' Website
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this enlightening episode, our host, Whitney Sewell, sits down with real estate savant and managing principal of ARM companies, Andy McQuade. With a quarter-century of industry experience under his belt, McQuade unveils his game-changing approach - The Total Cost of Ownership (TCO) Method.
McQuade's expertise lies in empowering investors and operators to make informed property purchases that yield long-term benefits. This episode is a goldmine of insights as he delves into how the TCO method can lead to substantial savings by taking into account the comprehensive costs and benefits over time.
For those navigating the multifamily real estate landscape, McQuade's insights are invaluable. Tune in to gain a fresh perspective and enhance your understanding of cost-effective property investment strategies.
Don't miss the opportunity to connect with Andy McQuade, a mastermind in multifamily real estate, directly on LinkedIn. Engage with his wealth of knowledge and stay updated with his latest insights. Connect with Andy on LinkedIn
For more in-depth resources and to learn more about his innovative TCO method, make sure to visit ARM Companies' official website. Discover how you can make smarter investment decisions today. Visit ARM Companies' Website
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unveil the future of real estate investment as we delve into the fascinating world of tokenization with our guest, Joshua Kagan. This highlight episode promises a transformative take on the intersection of technology and real estate, highlighting platforms like Bonfire that are breaking down barriers in this traditionally exclusive sector.
Joshua, a veteran in the realms of venture capital, real estate, and technology, introduces us to Bonfire – an innovative platform that is setting ablaze traditional real estate investment practices worldwide. Our conversation illuminates the potential of tokenization, underscoring its unique advantages for passive investors.
Prepare to gain insights on how tokenization opens access to superior deals, enables lower investment minimums, and provides liquidity options. Joshua demystifies Bonfire's meticulous due diligence and risk assessment protocols, assuring listeners of the high-quality investments they can anticipate. For those contemplating tokenizing their real estate assets, he provides indispensable advice on crucial factors – from regulatory compliance to self-issuance and managing both accredited and unaccredited investments.
Throughout our engaging conversation, Joshua's fervor for democratizing real estate investment is palpable. He offers practical guidance on the potential of this disruptive strategy that benefits both sponsors and investors. As we conclude, Joshua extends an open invitation to our audience interested in learning more about Bonfire and its offerings.
Whether you're an experienced investor or a newbie in the real estate universe, this episode is designed to revolutionize your investment perspective. Tune in to stay ahead of the curve in real estate investment trends.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Uncover the transformative power of the Daily Huddle in this highlight podcast episode. We delve into how this pivotal team meeting can ignite productivity, foster team synergy, and strengthen personal connections among members. Learn how clear comprehension of individual roles and responsibilities can be enhanced through one-on-one meetings.
In this episode, we also narrate a personal story about embracing risk and stepping outside comfort zones. Discover how my wife and I took a bold step, sold our farm, and chased our dreams, staring down criticism and doubt. This adventurous journey underscores the power of confronting fears, taking calculated risks, and making unconventional decisions that have the potential to mold your future.
Towards the end, we dissect the vital role that self-discipline and long-term planning play in achieving success. Listen closely as we discuss goal setting, staying focused, and the power of action in transmuting your life. Recognize the significance of mentors in keeping us answerable for our actions and the influence of aligning ourselves with accomplished individuals.
Discover the power of delayed gratification and how making short-term sacrifices can lead to long-term benefits. Don't let this enlightening journey pass you by. Click on the links to listen to our full episodes and dive deeper into these transformative concepts.
https://lifebridgecapital.com/2022/10/17/ws1457-pmanaging-massive-growth-whitney-sewell/
https://lifebridgecapital.com/2022/10/17/ws1457-pmanaging-massive-growth-whitney-sewell/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Uncover the profound influence of economic factors, job growth, and capital on the commercial real estate landscape. In this enlightening episode, we dive deep into the interconnected relationship between these crucial elements and their impact on market liquidity, equity cash requirements, and overall market sentiment. Joined by industry expert Brian Bailey, we dissect the current challenges and potential implications within the commercial real estate market.
Get a grasp on the escalating operational expenses, with a focus on insurance costs, and explore the repercussions of decreasing property taxes in certain municipalities. Gain Brian's unique insights into how reduced municipal services can affect multi-family communities and commercial operators.
Ever been curious about the key metrics and data sources that successful real estate investors swear by? Brian unveils these secrets, sharing his strategies for navigating market fluctuations and pricing shifts. However, our conversation extends beyond mere numbers. Brian underscores the importance of nurturing the next generation of investors, recounting his journey towards earning his doctorate and his commitment to providing resources for those keen to delve into commercial real estate investment.
This episode offers a potent mix of practical advice, personal anecdotes, and progressive dialogue. It's an essential listen for anyone eager to comprehend or invest in the commercial real estate sector. Discover how economic impacts, job growth, and capital availability shape the commercial real estate landscape and arm yourself with the knowledge to navigate it successfully.
Don't let the conversation end here! Connect with Brian Bailey on LinkedIn for a deeper dive into his expertise in commercial real estate. His profile is brimming with invaluable insights and knowledge that you don't want to miss. Also, make sure to visit his website where you'll find an extensive array of resources and thought-provoking content about finance, development, and private equity.
http://atlantafed.orghttps://www.linkedin.com/in/brian-bailey-ccim-cre-1a73888/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Get ready to demystify the intricate world of commercial real estate with our esteemed guest, Brian Bailey, a highly-regarded authority and senior policy advisor at the Federal Reserve Bank of Atlanta. In this enlightening episode, we navigate the dynamic landscape of real estate values, banking health, and the transformative power of population shifts.
Brian's extensive experience in finance, development, and private equity provides an invaluable backdrop as we explore the evolving real estate markets. We debunk common misconceptions about Brian's views, making a clear distinction between personal insights and official stances.
Taking the pulse of the economy, we delve into the current headwinds and tailwinds, scrutinize the complexity of appraising commercial real estate values, and discuss the implications of escalating lending rates. We tackle the pressing issue of an oversupply of luxury multifamily units versus a scarcity of workforce and affordable housing options.
As we chart the course of the banking sector's health, we shed light on recent regulatory changes that investors and operators need to be aware of. We also examine the impact of the remote work trend on office spaces, and reflect on the often-undervalued significance of knowledge transmission in our society.
Prepare for a thought-provoking journey packed with professional insights and advice in this episode. Keywords: commercial real estate, real estate values, banking institutions, finance, development, private equity, population shifts, economy, lending rates, luxury multifamily units, workforce housing, affordable housing, regulatory amendments, remote work, office spaces, knowledge transmission.
Don't let the conversation end here! Connect with Brian Bailey on LinkedIn for a deeper dive into his expertise in commercial real estate. His profile is brimming with invaluable insights and knowledge that you don't want to miss. Also, make sure to visit his website where you'll find an extensive array of resources and thought-provoking content about finance, development, and private equity.
http://atlantafed.orghttps://www.linkedin.com/in/brian-bailey-ccim-cre-1a73888/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Welcome to a captivating discussion featuring Ted Rose, the innovative CEO and founder of Rose Financial. Renowned for his vast expertise in both public and private accounting, Ted introduces us to his revolutionary business model, "Finance as a Service". This model is a game-changer, helping businesses streamline their back office operations and future-proof their financial management.
Ted explores the concept of borrowing and buying versus building and maintaining, particularly in the tech sector. This conversation is essential listening for entrepreneurs aiming to amplify their business's potential using cutting-edge technology and strategic financial planning.
In our insightful conversation, Ted highlights the critical role of visionary leadership in the CFO position. He also outlines the key components of an excellent back office team. Ted illustrates the engagement system necessary for enhancing financial confidence, spotlighting the importance of outcomes-based agreements, intelligent workflows, and end-to-end lifecycle support for companies.
Demystifying financial leadership and auditing requirements, Ted offers a comprehensive understanding of when and why an organization might require an internal CFO or a third-party CFO. This segment is crucial for businesses navigating their growth journey.
As we approach the conclusion, Ted emphasizes the necessity of understanding your business's financials. He speaks about the transformative power of financial visibility, a tool that can drive financial confidence. Revealing the cutting-edge technology his team launched this year, Ted discusses the metrics and KPIs he uses to assess a business's health.
Lastly, we delve into Ted's philosophy on success as a disciplined journey over time. He shares how Rose Financial contributes to the community, providing a refreshing perspective on financial management, philanthropy, and real estate syndication.
Don't forget to explore more about Ted Rose's innovative financial solutions. Visit Rose Financial's website today to discover how "Finance as a Service" can transform your business operations. Click the link now and take the first step towards future-proofing your financial management!
https://rosefinancial.com/managementrosefinancial-html/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Embark on a captivating journey through the real estate sector with industry trailblazer, Vinney Chopra. Delve into the intriguing world of demographic changes, housing scarcities, and the rising trend towards senior living. Vinney's sharp insights and deep knowledge illuminate these transitions, demonstrating his knack for staying ahead in the game. His strategic foresight enabled him to amass an impressive $20 million during COVID, highlighting the power of readiness, continuous learning, and investor relations. With Vinney's savvy techniques, you'll gain a comprehensive understanding of the ongoing transformations in the real estate industry.
Venturing further into the complexities of senior living investments, Vinney discusses potential risks, the necessity of long-term commitment, and robust strategies to tackle these challenges. He underscores the importance of assembling a proficient team and maintaining a positive attitude. His daily rituals of exercising and reading, coupled with his capacity to draw lessons from the past while remaining rooted in the present, offer invaluable insights for achieving success.
Don't let your real estate investment journey stop here! Visit Vinney Chopra's website to delve deeper into the world of senior living investments. Discover more insights, learn from Vinney's vast experience, and keep yourself updated on the latest trends in the industry. Click here now to continue your learning adventure.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Prepare yourself for an enlightening dialogue with our repeat guest, Vinney Chopra, a veteran real estate investor boasting over four decades of industry experience. Our conversation delves into the burgeoning trend of senior living as an investment asset class, highlighting its appeal for both passive investors and hands-on operators. With more than 40 successful syndications in the last decade and a half, Vinnie's transition into the senior living sphere offers intriguing perspectives on this rapidly growing sector.
We then trace Vinney's remarkable professional trajectory, from his inaugural duplex in Odessa, Texas to closing multi-million-dollar deals worth $53 million and $63 million. Vinney divulges why he's retained specific B-class assets and his strategic shift towards senior living and memory care sectors. He also previews his forthcoming book, 'Senior Living Investing Made Easy', anticipated to be a must-have guide for those intrigued by this industry.
Further, we dissect the distinctive business model of senior living, the diverse roles within this sector, and the potential financial rewards it presents. Vinney elaborates on the various types of senior living – including assisted living, memory care, retirement homes, and communities for those aged 55 and above. He imparts advice for those contemplating a foray into this sector, backed by insights derived from his personal journey. Don't miss this compelling conversation that blends wisdom, practical guidance, and a peek into the future landscape of real estate investing.
Don't let your real estate investment journey stop here! Visit Vinney Chopra's website to delve deeper into the world of senior living investments. Discover more insights, learn from Vinney's vast experience, and keep yourself updated on the latest trends in the industry. Click here now to continue your learning adventure.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Explore the fascinating world of ground-up real estate development in our enlightening discussion with industry expert, Michael. This episode promises to arm you with in-depth insights into the nuanced stages of pre-development, from meticulous due diligence to the creation of robust architectural plans, alongside effective risk management strategies. Gain a unique perspective on the challenges of acquiring low cap rate properties and reap the benefits of Michael's substantial experience in multi-generational development and construction.
Immerse yourself in the critical aspects of securing approval from local municipalities and the indispensable role of comprehensive market research in real estate development. Michael shares his strategic approach to sustaining high rental income and occupancy rates, highlighting the importance of assessing local government interest in construction projects. Grasp why it becomes imperative to reconsider the project if there's a lack of city interest.
We delve into Michael’s innovative strategies for community housing development, emphasizing the significance of eco-friendly, city-endorsed plans. Understand the art of effectively communicating with neighbors about the superior quality of new apartment complexes, complying with zoning and building code stipulations, and fostering a positive rapport with local authorities. Michael’s wealth of knowledge and insights transform this episode into an invaluable resource for anyone intrigued by real estate and ground-up development.
So, plug in, soak up the wisdom, and embark on your real estate investment journey with renewed assurance! Don't just stop here; there's a wealth of knowledge waiting for you in our full episodes. Click on the links below to tune into more exciting insights and expert advice that will catapult your understanding of the real estate market to new heights.
https://lifebridgecapital.com/2022/09/19/ws1429-what-is-ground-up-construction-michael-zaransky/
https://lifebridgecapital.com/2022/09/20/ws1430-how-to-win-approval-for-ground-up-construction-michael-zaransky/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us in this insightful exploration with renowned sustainability expert, Johannes Urpelainen, as we delve deep into the interplay between sustainability and real estate. This episode unravels the profound impacts of climate change factors, such as extreme weather conditions and rising sea levels, on real estate values and insurance premiums.
We spotlight sustainable energy solutions like solar power, an increasingly cost-effective counter to escalating electricity costs, and explore the growing trend of 3D printing in the construction industry, a technology that promises less environmental impact.
In an exciting journey into the future, Johannes unveils the potential of 3D printed homes to transform the American housing market, showcasing how this innovative technology is optimizing the building process to save both time and money. We also discuss how property developers, contractors, and equity partnerships can leverage 3D printing to slash development costs.
As we navigate towards the end of our conversation, we unpack the potentially catastrophic effects of climate change on real estate and the pivotal role of technology in bolstering profitability and resilience. Johannes introduces us to the concept of Community Solar—a potential game-changer for apartment complexes and tenants alike.
We conclude with an in-depth look at how 3D printing can fortify buildings against storms and hurricanes, leading to significant reductions in maintenance and insurance costs. Don't miss this opportunity to explore the future of sustainable real estate with our distinguished guest, Johannes Urpelainen.
Eager to learn more about the future of sustainable real estate? Click on the links below to listen to the full episodes featuring Johannes Urpelainen. Expand your knowledge and stay ahead of the curve in this rapidly evolving industry. Click, listen, and explore today!
https://lifebridgecapital.com/2022/09/29/ws1439-sustainable-multifamily-development-johannes-urpelainen/
https://lifebridgecapital.com/2022/09/30/ws1440-understanding-3d-print-housing-johannes-urpelainen/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you intrigued by the complexities of real estate investment? Join us as we explore the billion-dollar portfolio experience with Julian Vogel, a seasoned Fund Manager at Colonial Hills Capital. Julian shares his wealth of knowledge on structuring capital for successful deals, including navigating through the complex web of agency debt, preferred equity, and participating preferred equity.
In this engaging conversation, Julian reveals how the right application of these elements can exponentially increase forecasted returns for the General Partner. Are you curious about convincing your co-GP equity partners to take a step back for a preferred position? Julian provides actionable strategies on structuring carried interest to make the deal irresistibly attractive.
We journey across the bridge of financing options that can significantly impact your investment. Julian masterfully uncovers the secrets of using creative structures to clinch the deal, providing invaluable insights for both novice and experienced investors.
As we delve into the heart of Colonial Hills Capital's evergreen fund, we reveal its unique structure and its significance for investors. We also get a glimpse of Julian's perspective on the wider economic landscape, examining the 10-year treasury and conveying his insights on how investors view the economy.
The conversation concludes with Julian sharing his philosophy of giving back to his family, community, and charities. Be prepared to unravel the mysteries of the real estate capital stack and understand the importance of knowing the deal structure when investing.
Join us on this enlightening journey into the world of real estate investment with Julian Vogel. Visit Julian's website to gain further insights and resources tailored to enhance your investment journey. If you're interested in getting in touch with Julian directly, his website also provides a contact form for your convenience. Don't miss this opportunity to learn from a seasoned expert. Click here now to explore more!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Tune in as we delve deep into the dynamics of the real estate market cycle with our expert guest, Cameron Pimm. In this insightful episode, we uncover the potential prospects that today's market cycle offers and emphasize the importance of continuous education in the world of real estate. Cameron divulges his success strategy for discovering discounted deals in premium locations, making shrewd investments that secure long-lasting value. He also offers his unique insights on the current deceleration in deal activities and forecasts for the forthcoming year. Additionally, we spotlight essential risk mitigation tactics for passive investors, underlining the need to know what to consider when investing.
Next, we shift our attention to evaluating market opportunities and potential risks. Cameron underscores the imperative of monitoring expenses and ensuring occupancy as key strategies to minimize risk. He also provides his perspective on the evolution of debt options over recent years and the necessity of conservative assumptions when appraising new projects. We then transition to a discussion on enhancing business operations and investor relations, where Cameron elaborates on the role of technology and the impact of setting realistic expectations and consistently exceeding them, a practice that cultivates investor referrals.
We conclude by sharing tips on building connections with investors digitally, the advantages of participating in conferences, organizing meetups, and identifying the prime resources for passive investors. Immerse yourself in this episode and elevate your knowledge with Cameron's expertise.
Don't miss the opportunity to connect with Cameron directly and gain more insights into his real estate strategies. You can find him on LinkedIn, where he shares regular updates and valuable resources: Cameron's LinkedIn Profile.
For a more comprehensive understanding of his work, visit his website at http://urbanlandings.com. There you'll discover a showcase of Cameron's innovative projects, providing a firsthand look at his approach to real estate investment. Connect with Cameron today and be inspired by his dynamic portfolio!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Tune in to our enlightening discussion on the dynamics of the real estate industry with Cameron Pimm, the co-founder and principal of Urban and Landings, and president at Elephant Development Services. Cameron delves into his profound experience in real estate acquisitions, dispositions, debt equity structurings, asset management, and property leasing. Amidst a turbulent real estate market, he unveils his team's strategy to adapt to the shifting landscape.
Our conversation with Cameron sheds light on the crucial aspects of successful real estate transactions; realistic rent expectations, renovation costs, and understanding your competition. We delve deeper into Urban's raison d'être, focusing on its approach to acquisitions, investor relations, and the potential for a pricing reset. With the current scenario of debt maturity and the aggressive acquisitions witnessed recently, is it the right time to invest in assets?
Cameron offers valuable insights into investment opportunities, selection criteria, the role of relationships in wealth accumulation, and the intricate balance between aiding operators and securing a profitable deal. Tune in to gain Cameron's expert perspective on navigating the complexities and capitalizing on the opportunities in the ever-evolving real estate market.
Keen on broadening your real estate expertise? Act now! Connect with Cameron on LinkedIn immediately. Just search for 'Cameron Pimm', press 'Connect', and immerse yourself in a community brimming with industry pioneers and invaluable insights.
But don't stop at LinkedIn! Go further by visiting Cameron's website at http://urbanlandings.com. Here, you'll find a plethora of exclusive content, particularly detailed descriptions of their exceptional real estate projects, all designed to give you a unique advantage in the property market.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Ever wondered what it takes to buy and sell businesses successfully? Dive into the fascinating journey of Steve Nabity, a seasoned entrepreneur who has mastered this art, and discover the secrets behind his remarkable success. Our conversation unearths key insights into his recent business sale, emphasizing the pivotal role of a positive company culture and strategic hiring in shaping successful ventures. Listen to Steve's compelling narrative on the peaks and valleys that have marked his business and personal life, and discover how his resilience and faith have been his anchors amidst these tumultuous waves.
In this enlightening discussion, Steve sheds light on the art of team building, with a particular focus on hiring individuals who exhibit potential and resilience. He underlines the importance of fostering a supportive work environment that nurtures creativity and problem-solving skills among employees. Moreover, Steve's candid perspective on receiving feedback with humility and the indispensability of trusting the process in both life and business offer invaluable lessons for aspiring entrepreneurs.
As we wrap up our engaging dialogue with Steve, he shares his views on the relevance of metrics, the power of habit formation, and the role of philanthropy in his entrepreneurial journey. He elucidates on the importance of tracking metrics and cultivating habits that drive success in both business and personal realms. Steve also passionately articulates his commitment to leveraging his resources for the betterment of society. Don't miss out on his inspiring account of how his faith has been a cornerstone of his success and his mission to empower grandparents to be more intentional Christians. As we conclude our chat with Steve, we delve into his emphasis on the importance of paying it forward and his advice for listeners to accumulate wealth through real estate investment.
Are you inspired by Steve Nabity's journey and want to connect with him personally? Don't hesitate! Email him directly at steve.nabity@skylinepointcapital.com. To delve deeper into his life, his work, and his insights, visit his website at https://skylinepointcapital.com/ . Don't miss this opportunity to learn from his wealth of experience and wisdom. Reach out today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us for an inspirational journey with a standout guest, Steve Nabity, a personification of resilience and determination. His illustrious career spans from being a Forbes real estate columnist to authoring an Amazon bestseller, and leading an international consumer product company. However, his most transformative venture was an unexpected plunge into the quilting industry, which was sparked by a business crisis.
Steve's entry into the quilting sector wasn't initially planned. A devastating lightning strike that destroyed his manufacturing business became the catalyst for him to diversify his professional interests. He highlights the significance of embracing risks, demonstrating persistence, and harnessing opportunities that arise even in the wake of personal disasters. His journey is a powerful testament to resilience, buttressed by an unwavering faith in his instincts, even when faced with uncertainty and opposition.
However, Steve's story extends beyond the realm of business. He reveals the critical role his wife played in their shared success and their mindful approach to grandparenting their four grandchildren. He shares their experience with their daughter's fight against a congenital heart defect - a battle they triumphed over through faith, love, and resilience. Steve's narrative isn't solely about material success but emphasizes creating a meaningful life, fostering enduring relationships, and a faith that strengthens. Tune in to this motivational dialogue, a journey encapsulating resilience, entrepreneurial risk-taking, and real estate wisdom with Steve Nabity.
Are you inspired by Steve Nabity's journey and want to connect with him personally? Don't hesitate! Email him directly at steve.nabity@skylinepointcapital.com. To delve deeper into his life, his work, and his insights, visit his website at https://skylinepointcapital.com/ . Don't miss this opportunity to learn from his wealth of experience and wisdom. Remember, every connection is a new door to knowledge and inspiration. Reach out today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are your team meetings draining time instead of driving productivity? We've walked in those shoes and want to assure you, it doesn't have to be this way. Through our quest to amplify team communication and productivity, we stumbled upon the transformative 'Level 10 Meeting' concept from Geno Wickman's acclaimed book, Traction. This revolutionary strategy involves establishing transparent agendas, setting precise expectations, and tailoring the meeting structure to suit your team's size. Furthermore, we offer insights on keeping your team abreast with company updates, task assignment, and process optimization.
However, as your business expands, you may encounter the daunting task of shifting from working in your business to working on it. We unveil our experiences traversing this challenging landscape, emphasizing the vital role that a well-organized meeting and a detailed calendar system can play in task management and goal setting. Additionally, we delve into the mastery of time management and task delegation, striking the perfect equilibrium between professional commitments and personal life.
There's more to it! A well-aligned team is essential, but how about scalability? We discuss the importance of surrounding yourself with A-players - individuals who outperform in their roles and can propel your business into unexplored avenues. Discover how this strategic approach has been a cornerstone in our evolution as a leader, and how it can catapult your business growth too. So, buckle up and let us guide you in transforming your team meetings from ordinary to extraordinary!
Ready to elevate your team meetings and boost your productivity? Don't wait! Click the links below to tune into our full episodes. Uncover the secrets of successful teams and start your journey towards extraordinary business growth today.
https://lifebridgecapital.com/2022/10/20/ws1460-increase-productivity-with-level-10-meetings-whitney-sewell/
https://lifebridgecapital.com/2022/10/27/ws1467-creating-more-time-for-things-that-matter-whitney-sewell/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Prepare to decode the mysteries of Artificial Intelligence (AI) in the business landscape with Vanessa Alfaro, a distinguished entrepreneur and trailblazer. Commit to understanding the profound significance of AI, a revolution as transformative as electricity or fire, and discover how Vanessa has effectively leveraged it while establishing enterprises across three countries. Learn about the role of child GPT, the advanced language model that empowers machines to mimic human cognition. Listen to Vanessa share firsthand how innovation has been instrumental in her entrepreneurial successes.
Brace yourself for an intriguing exploration into the potential of AI-powered passive investors and virtual assistant chatbots. Uncover the distinct capabilities of ChatGPT and Barb. Be astounded by Ask Your Period, an AI tool that can swiftly analyze and summarize a Private Placement Memorandum (PPM). We also hint at the future possibility of AI-driven managers overseeing our properties. As we conclude, we challenge you to envision the transformative impact of AI on your business, unlocking financial freedom and transcending geographical limitations. Remember to like, subscribe, and share this episode to spread the awareness of AI's transformative potential in business.
Don't miss out on these insightful discussions! Click the links below to tune in to our full episodes. Immerse yourself in the world of AI and business, learn from industry leaders, and fuel your entrepreneurial spirit.
https://lifebridgecapital.com/2023/05/25/ws1677-ai-for-real-estate-marketing-vanessa-alfaro-part-1/
https://lifebridgecapital.com/2023/05/26/ws1678-ai-for-real-estate-marketing-vanessa-alfaro-part-2/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unearth the blueprint to accumulating substantial wealth in the real estate sector! In this episode, our esteemed guest, Steve Olson, fervently champions the concept that every investor should possess a minimum of ten fourplexes. He elucidates how this strategy can lead to massive savings, regardless of whether you're an active or passive investor. Steve reveals the merits of utilizing traditional Fannie Mae debt for acquiring fourplexes - a strategy he touts as the optimum debt solution for investors. Learn why possessing 40 doors under your personal name is pivotal and how implementing a cost segregation study along with bonus depreciation can significantly slash your tax liabilities.
We further plunge into the realm of real estate investing, with a spotlight on fourplex apartment units. Steve navigates us through the process of harnessing market appreciation for trading and replication, thereby escalating returns. In addition, gain insights into monitoring market metrics, the significance of networking, and the crucial role of patience and perspective in this field. To conclude, we dissect the financial perks of investing in fourplex units compared to single-family residences. Brace yourself for enlightenment - this episode is meticulously crafted to empower you to amass considerable wealth in the real estate arena!
Want to connect with Steve and learn more about his insights? Don't delay, visit his website today! You'll find a wealth of information and potentially have the chance to communicate directly with him. So why wait? Head over there now and start exploring!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Embark on a journey through the intricate landscape of affordable housing in Honolulu with our esteemed guest, Steve Olson. Steve presents an innovative perspective on this critical issue, spotlighting the groundbreaking Bill Seven - a legislative benchmark that paves the way for public-private partnerships in affordable housing.
This transformative law allows developers to construct apartment buildings up to six stories tall, aimed at individuals who earn 80% or less of the area's median income. The genius of this legislation lies in its straightforwardness - no city council approvals, no public hearings, and a 10-year property tax exemption. Steve's passion for this subject is infectiously clear, especially when discussing the urgent need for affordable housing in Honolulu.
Continuing our conversation, Steve imparts his priceless wisdom on task delegation and hiring based on strengths, gleaned from his extensive personal experiences. He highlights the importance of recognizing one's own strengths and pinpointing tasks that could be delegated more effectively. Shifting gears, we consider the potential of real estate as a medium for wealth creation. From finding the right professionals for financial modeling and accounting to selecting the best talent for specific roles, Steve emphasizes the crucial role of effective delegation.
We wrap up the episode by sharing Steve's contact information for listeners who would like to engage with him further. Don't forget to share the Real Estate Syndication Show with your network and stay tuned for more insightful discussions!
Want to connect with Steve and learn more about his insights? Don't delay, visit his website today! You'll find a wealth of information and potentially have the chance to communicate directly with him. So why wait? Head over there now and start exploring!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Tune in for an enlightening conversation with Steve Olson, a renowned authority in real estate syndication. He sheds light on the dramatic shifts within the property market landscape over the past two years. We delve into the obstacles created by labor shortages, global supply chain disruptions, and the complexities of navigating successful deals amidst escalating construction costs and skyrocketing interest rates. With 18 active deals on his slate, Steve openly discusses the uncertainties clouding these transactions due to these volatile elements.
Join our discourse as we consider how to brace for potential fluctuations in the market, such as wavering interest rates, in the upcoming six to twelve months. Steve imparts valuable advice on the necessity of maintaining a cash reserve, the benefits of fixed-rate debt, and the tactic of securing interest rate caps whenever feasible. We also explore the concept of market timing and Steve's viewpoint on long-term real estate investment strategies. As an added treat, Steve reveals his passion project and how our listeners can engage with him. Don't let this episode, brimming with invaluable insights and practical tips, pass you by!
Want to connect with Steve and learn more about his insights? Don't delay, visit his website today! You'll find a wealth of information and potentially have the chance to communicate directly with him. So why wait? Head over there now and start exploring!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join Jeff Toporek as he delves into the transformative impact of technology on real estate. He discusses evolving fund models and the shift from joint ventures to single-investor funds. Jeff highlights the benefits of an Evergreen Fund, explaining its lifecycle.
He also talks about the 'Holy Grail,' a dashboard consolidating diverse data sources. Tools like Prophia and Juniper Square are crucial for lease abstracting and investor communication. Jeff shares his thoughts on the real estate market's future and his forecasting approach.
Moreover, he examines the potential effects of Fed rate hikes and inflation on the US economy. He advises passive investors and shares his keys to business success.
Connect with Jeff at jtoporek@fdstonewater.com for more insights. Visit http://www.fdstonewater.com to understand FD Stonewater better.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Uncover the captivating world of real estate syndication with Jeff Toporek, a seasoned industry expert who has skillfully handled over $8 billion in real estate transactions. This narrative goes beyond mere success; it's an invaluable repository of insights from a founding partner of FD Stonewater. Witness his journey from humble beginnings at JPMorgan to creating a flourishing real estate empire.
Jeff's insights serve as an invaluable guide for anyone venturing into real estate investment. He delves into the organic growth strategies employed by his firm, emphasizing the significance of exploring emerging markets and remaining steadfast in your business values. Gain first-hand insight into how FD Stonewater overcomes hurdles, collaborates with partners, and pioneers innovative solutions.
Don't miss this opportunity to learn from a seasoned industry expert. Jeff invites you to uncover more about FD Stonewater and the immense wealth-building potential that real estate syndication holds. This episode is brimming with practical advice and unique perspectives – an essential listen for aspiring real estate investors.
Are you inspired by Jeff's journey and want to learn more about real estate syndication? Don't hesitate to reach out! You can connect with Jeff directly via email at jtoporek@fdstonewater.com. He's always eager to share his insights and guide budding investors.
For more detailed information about FD Stonewater, their strategies and success stories, visit their website at http://www.fdstonewater.com. Explore the wealth of resources available and kickstart your journey in the fascinating world of real estate investment!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Looking to fortify the precious bond with your family while managing entrepreneurial tasks? Join our host in a riveting discussion with Jim Sheils, an advocate of the transformative 'family board meetings' concept. We delve into the power of intentional quality time, the benefits of tech detox, and empowering our children with decision-making autonomy, all aimed at strengthening the parent-child relationship.
Drawing inspiration from Steve Jobs' impactful words in his final interview, Jim sheds light on how he skillfully balances his bustling business life with his family commitments. He underscores the significance of authentic communication with our children.
In this dynamic dialogue, we navigate through the blueprint of crafting substantial family experiences and routines. We provide pragmatic advice on imparting lessons about personal growth, financial literacy, and interpersonal skills to our children. Furthermore, we uncover an alarming concern among parents – the fear of not truly understanding their teenage kids. Tune in as we underscore the necessity of fostering an empathetic and supportive atmosphere both in the professional and domestic realm.
As we conclude, we delve into the concept of active service and contribution as influential tools to instill gratitude in our children. Jim recounts a heartwarming story about a communal service activity in Mexico and how he includes his children in diverse service initiatives. We also reveal the harmonious family routines that Jim has established to maintain connectivity. Discover how the concept of 'team mastermind night' can bring equilibrium between family and professional obligations. Strap in for this enlightening episode poised to offer strategies and insights to augment your familial bonds amidst entrepreneurial responsibilities.
Click on the links below to tune into the full episodes. Immerse yourself in enriching conversations that promise to enhance your understanding and provide practical strategies for improved family relationships.
https://lifebridgecapital.com/2022/08/25/ws1404-family-rhythms-that-deepen-relationships-jim-sheils/
https://lifebridgecapital.com/2022/08/24/ws1403-teaching-your-kids-life-s
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Get your notepads ready and your pencils primed as we delve into an insightful highlight episode through Cryptocurrency 101. Joined by esteemed financial expert, Kristine Cranley, we'll traverse the intricate labyrinth of cryptocurrencies and their potential ripple effects on the real estate sector. We'll dissect the core differences between Bitcoin and its crypto counterparts, examine their regulatory landscape, and underscore the significance of comprehending the underlying technology before making any investment decisions. Our focus will be on sagacious investment strategies like dollar cost averaging to navigate the capricious crypto market.
In the second segment of our stimulating discourse, we unravel the fascinating interplay between cryptocurrencies and real estate. Join us in contemplating the prospect of buying property with Bitcoin, the hurdles such transactions may face, and the tax implications therein. Moreover, we'll explore the potential of harnessing cryptocurrencies for securing loans for real estate acquisitions, while also addressing the inherent risks involved.
As we chart a course towards the future, we dive into the thrilling potential of property tokenization and its repercussions for the real estate sector. We highlight prospective benefits such as enhanced liquidity and simplified diversification. However, we won't sugarcoat the risks associated with this venture. Kristine imparts invaluable wisdom on the realm of Bitcoin mining and its viability as an investment strategy for accredited investors. Strap in for a riveting exploration of how the domains of cryptocurrencies and real estate can intersect in astonishing and inventive ways.
Click on the links below to dive deeper into our full episodes. Immerse yourself in fascinating discussions, gain valuable insights, and stay ahead of the curve in the dynamic worlds of cryptocurrency and real estate. Tune in now!
https://lifebridgecapital.com/2022/09/01/ws1411-mitigating-cryptocurrencies-and-real-estate-risks-kristine-cranley/
https://lifebridgecapital.com/2022/08/30/ws1409-things-you-need-to-know-before-investing-in-cryptocurrencies-kristine-cranley/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Prepare to embark on a transformative journey with Jessica Blackborg , a maestro of career evolution. Transitioning from a corporate sales and marketing landscape, Jessica seized control of her destiny, metamorphosing into an esteemed real estate mogul and hotel syndicator. We delve into her inspiring narrative that led to the origin of Financial Journey, a brainchild she co-founded with her husband, Keith. Their prime objective? Guiding entrepreneurs towards achieving a 'work optional' lifestyle in a short span of three to five years. Jessica's financial acumen and invaluable insights, garnered through her journey from sales and marketing to managing hotels, are shared candidly.
Striking the perfect balance between wealth management and family requires finesse and precision. Jessica and Keith have masterfully crafted an executive team strategy that is foolproof. They've unlocked the secret to scrutinizing deals and asset classes, fabricating deal memos, and conducting critical portfolio reviews. We explore their unique approach towards portfolio balancing to maximize returns. The linchpin to their success? A family helper, a priceless asset that has enabled them to manage wealth efficiently while maintaining an active presence in their family lives. Jessica takes us through their journey and the advantages of having additional support.
However, identifying the ideal family helper comes with its own set of challenges. Jessica and Keith offer an insider's perspective into their method of interviewing and testing candidates, emphasizing the significance of aligning with someone who shares their values. They also divulge their experiences with mother's helpers and nannies, dispensing invaluable advice for those contemplating hiring one. Furthermore, as we unravel the Blackboard's investment tactics, we understand how they're not just amassing wealth but also laying a solid foundation for their children's financial education. This episode is a goldmine of wisdom on real estate, wealth management, and family coordination. Join us for an enlightening dialogue you won't want to miss.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Prepare for an enlightening masterclass in business resilience, growth, and expansion with the indomitable Jordan Kavana . Dive into the intricate details of his rigorous journey, merging his enterprise with a larger Israeli public company. Learn from his exposure to tough decisions, swift operational shifts – from team augmentation to retraining, and the priceless lessons absorbed along the way. Navigate the tumultuous waters of business change under Jordan's guidance, discovering how tenacity and a proficient team can help you conquer any obstacle.
Transition with us into the second segment of our dialogue as Jordan tackles a distinct challenge: talent acquisition amid market volatility. Leveraging his abundant experience, he provides actionable guidance on safeguarding employees, nurturing a positive corporate environment, and appealing to contemporary talent. But there's more – Jordan also predicts the future trajectory of the real estate market, sparking intriguing discussions.
Concluding our conversation, we delve into the virtues of venturing beyond comfort zones, making calculated gambles, and capitalizing on partnerships to escalate a business. Intrigued? Connect directly with Jordan Kavana using the contact details he generously shares. Embark on this episode for a profound investigation into entrepreneurial triumph, business amplification, and beyond. Don't miss this captivating exploration of the business terrain with Jordan Kavana.
Connect directly with Jordan Kavana and continue the conversation! Don't hesitate to reach out to him via email. Embrace this unique opportunity to learn from his rich experience and insights. Click below to send your questions, thoughts, or simply to say hello. jordan@timgmt.com
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unlock the reality of affordable, wellness-centric living with Arc Homes for Rent. Spearheaded by CEO Jordan Kavana, Arc Homes is revolutionizing the rental market, combining budget-friendly housing with a comprehensive wellness package through their unique app, Arc Living.
In our exclusive discussion with Jordan, we explore this game-changing approach to real estate. Arc Homes goes beyond being a mere property investment platform. It empowers tenants to take control of their health and wellness right at home, via Arc Living's six key health dimensions. From modern townhouses to detached single-family homes, Arc Homes is diversifying its housing portfolio while facilitating smooth transitions between multi-family and single-family residences.
But there's more. Jordan provides an insider’s view into the competitive world of affordable housing, discussing how Arc Homes has distinguished itself through strategic land acquisitions, infrastructure development, and fostering resident communities. The company's vertically integrated model stands out from traditional third-party management firms, offering numerous advantages which we delve into.
However, in the heart of every successful business lies its people. Jordan emphasizes the imperative role of quality customer service and highlights three pivotal roles that drive business success. We also gain valuable insights into cash flow management, process efficiency, and the strategic use of technology.
Join us in this enlightening dialogue with Jordan Kavana, as he unveils his trailblazing vision for affordable housing that puts health and well-being at the forefront. Connect with Jordan Kavana and start your journey towards a better lifestyle. Send an email to Jordan today and let him guide you to your dream home.
jordan@timgmt.com
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Dive into the dynamic world of real estate investment with our distinguished guest, Chris Okada. Explore his captivating journey as he navigates the unpredictable waves of New York City's real estate market - starting from raw ambition and no prior knowledge. This engaging narrative will dissect the notorious seven to ten-year market cycles, revealing the strategic art of capitalizing on their highs and lows.
Discover the unique insight into Warren Buffett’s cash hoarding strategy and its correlation with regional bank crises and the unpredictable realm of real estate investment trusts. This dialogue is designed to optimize your understanding of the market, enhancing your real estate SEO ranking.
Transitioning into a deeper conversation, we delve into the wise management of wealth and the creation of robust cash flow channels. Gain an in-depth understanding of strategic planning for financial security and the discipline it necessitates. Uncover the golden ratio of liquid cash to assets, a strategy effectively utilized by industry giants like Warren Buffett and JP Morgan. Chris underscores the importance of heeding the wisdom of seasoned investors when making significant financial decisions and selecting the right criteria for investments.
Concluding the discussion, we focus on the lessons Chris gleaned from real estate development, highlighting the power of a cohesive team and the negative impact of weak links on projects. He shares candid experiences regarding the repercussions of cutting corners, the significance of separating emotions from decision-making, and the benefits of having a supportive board.
Wrapping up, we offer valuable investment advice and innovative business strategies for those aspiring to join the top 1%. So settle in, open your mind, and let the wealth of insights from this episode guide your financial path.
Seize the opportunity to connect with Chris Okada on LinkedIn. Engage with his insights, start a conversation, and delve into his vision on his website. This could be your key to new commercial real estate prospects. Remember, in real estate, every connection matters. So, connect with Chris Okada on LinkedIn and explore his website today.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Step into the dynamic sphere of commercial real estate in New York City, renowned for its high-stakes competition and ceaseless evolution. Your guide on this journey is Chris Okada, CEO of Okada and Company, who shares the inspiring saga of his family's rise from humble beginnings to real estate prominence.
Discover the strategic wisdom that propelled their focus on the NYC office asset class and understand their resilience amidst the 2008-2009 financial crisis. As we gaze into the future, the conversation shifts to the transformation of office spaces, reflecting the needs of the contemporary workforce.
Unearth how landlords and investors can adapt, transitioning from traditional cubicle layouts to innovative workspaces embellished with intriguing artwork and thoughtful design elements. Focusing on New York City and San Francisco, we delve into current trends in office occupancy rates and the landscape of the post-pandemic workforce.
Gear up to capture unique opportunities offered by the post-pandemic real estate market. Chris imparts expert advice on leveraging these prospects with favorable interest rates, loan-to-value ratios, and recalibrated cap rates. He also directs us to his insightful article, "From Fear to Fortune."
Promising a fresh perspective on the commercial real estate industry and the vibrant NYC market, this episode is not to be missed. Tune in to elevate your real estate knowledge and expertise today.
Don't miss out on the opportunity to connect with Chris Okada directly. Visit his LinkedIn profile to engage with his posts, view his insights, and even start a conversation. Additionally, take a moment to explore his website for more in-depth information about his work and vision. Who knows? This could be your chance to unlock new possibilities in the world of commercial real estate. Follow Chris Okada on LinkedIn and visit his website today - because when it comes to real estate, every connection counts. Connect with Chris Okada on LinkedIn | Visit Chris Okada's Website
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us in this enlightening highlight episode where Kenneth Kastner, an experienced real estate investor, dissects the complexities of offshore investment in US real estate. He narrates his journey into the vibrant world of real estate investing and guides us through potential roadblocks and technical aspects that international investors may face. From the mandatory ITIN and LLC to the threat of dual taxation and the challenges of securing a bank account and ITIN, Kenneth delivers a complete roadmap for our listeners.
Kenneth also emphasizes the importance of grasping tax implications when partnering with foreign investors. We tackle key topics like the requirement to withhold taxes, the FERPTA law, and the approach to accurately calculate the quarterly withholding estimate for the IRS. This part underlines the significance of having a tax professional on your team when handling foreign investments.
As we delve deeper, we hear from Brian Martinez, another real estate expert, to discuss the tax consequences of investing with an IRA and the differences between 506C and 506B. We also shed light on prohibited transactions in IRA investments, focusing on disqualified parties and non-allowable investment types. Lastly, we examine tax-free retirement strategies and wealth creation through retirement accounts. Be sure to join us in this episode as we unravel the mysteries of foreign real estate investment and the complex world of taxes.
Want to know more about the tax implications and strategies for wealth creation through retirement accounts? Then you won't want to miss this episode. Click on the link below to tune in to the full discussion and embark on your journey into the world of foreign real estate investment. Your future self might thank you!
https://lifebridgecapital.com/2021/04/25/ws917-ideal-strategy-for-tax-free-wealth-with-brian-martinez/
https://lifebridgecapital.com/2021/04/29/ws921-navigating-the-us-tax-world-for-foreign-investors-with-kenneth-kastner/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Curious about the impact of 506B and 506C exemptions on your real estate syndication? Join us as we delve into an enlightening conversation with Mauricio Rauld, a real estate expert. He offers essential insights into the recent changes in these exemptions and how to harness them for your benefit. Explore the transition process from 506B to 506C with Mauricio , a move that opens up new avenues for advertising your offerings - a game-changer for operators.
Our discussion deepens as we explore the critical role of decision-making around 506B and 506C exemptions. Mauricio underscores the importance of third-party verification for accredited investors, cautioning against the pitfalls of unreliable CPA letters. Transparency takes center stage in our chat, highlighting its significance in investor information disclosure. We also demystify the complexities of structuring two distinct funds linked through varied classes.
In the concluding part of our talk, Mauricio shares his wisdom, advising on treating separate offerings as entirely independent to avoid fund co-mingling. His mantra for success? Begin early and maintain discipline. As a bonus, Mauricio invites you to his weekly live sessions, a platform where he disseminates knowledge to the real estate community. Harness the power of the Real Estate Syndication Show to boost your real estate wealth. Embark on this exciting journey with us at LiveBridgeCapital.com!
Click the links below to listen to full episodes and gain invaluable insights from industry experts. Don't miss out on the opportunity to boost your knowledge and elevate your real estate journey. Start listening now!
https://lifebridgecapital.com/2022/04/15/ws1272-the-current-legal-landscape-for-re-syndicators-pt-1/
https://lifebridgecapital.com/2022/04/18/ws1275-the-current-legal-landscape-for-re-syndicators-pt-2/
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Are you curious about the tax advantages of 1031 exchanges or how Delaware Statutory Trusts (DSTs) can enhance your real estate portfolio? We have Ben Carmona, Managing Partner at Perch Wealth, ready to demystify these complex topics. Known for his expertise in 1031 exchanges and DSTs, Ben reveals key insights into DST structure, the benefits of passive management, and who can reap the most rewards. Especially if you're tired of hands-on property management, this episode is a must-listen.
Interested in learning how to evaluate a sponsor in the private real estate sector? Ben has the answers. As we delve into over 125 DST offerings, he paints a vivid image of the sector's potential over the next 10 to 20 years. He also simplifies the due diligence process, the time constraints involved, and the immediate income distributions that make DSTs an appealing choice for those considering a 1031 exchange. Lastly, Ben offers priceless advice on connecting with industry experts for further guidance. So, whether you're contemplating real estate investment, or seeking to understand more about DSTs and 1031 exchanges, this episode is packed with value.
Ready to take the next step in your real estate investment journey? Don't hesitate to reach out to Ben Carmona directly. He's eager to answer your questions and guide you through the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). Send an email to bencarmona@perchwealth.com or give him a call at 818-269-4972. It's time to unlock new possibilities for your portfolio with expert advice from Ben!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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Apply here: https://lifebridgecapital.com/join-our-podcast/
Dive into this enlightening episode, your key to deciphering the enigma of the 'Bank on Yourself' strategy. We're shining a light on this innovative approach to dividend-paying whole life insurance with our esteemed guest, Certified Financial Planner, Mark Willis. Mark shares his deep expertise, elucidating how this method serves as a financial powerhouse for your cash, guaranteeing consistent growth irrespective of market volatility - a beacon of robust financial security!
As we progress, Mark reveals the synergy between escalating interest rates and whole life insurance, and the potential leverage of the policy for syndication deals. If mastering wealth creation and preservation is your goal, Mark's comprehensive breakdown of a single premium whole life insurance policy will be a revelation. Picture this - your policy could potentially double the financial legacy left for your family. Isn't that food for thought?
We further delve into the compelling concept of 'guaranteed' returns. Intrigued yet? We explore the role of the insurance company in providing a unilateral contract of guarantee and the importance of contractual wealth over paper wealth. Prepare to shift your perspective on passive investing, financial planning, and even your daily routine! So, if you're on a quest for insights and wisdom to fortify your financial future, this episode featuring Mark Willis is essential listening!
Don't miss the chance to expand your financial wisdom by visiting Mark Willis's informative website. But wait, there's more! Mark is hosting an incredible event called 'Not Your Average Financial Summit' on the 6th and 7th of September 2023. Is your interest piqued? Just click on the link to register! This is a golden opportunity to learn from an industry expert, ask your burning questions, and get answers that can help shape your financial future. Don't hesitate, secure your spot today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Immerse yourself in the transformative journey of Charlie Hardage, co-founder of Passive Profits, as he unveils his transition from a skeptic to a successful passive real estate investor. This eye-opening encounter provides a roadmap to financial liberty, shattering the illusion of it being a mere pipe dream.
Charlie's story begins with skepticism for this promising financial venture, only to discover its legitimacy and potential. He takes us through his self-education process and the leap of faith that propelled him to invest in two game-changing deals, marking the dawn of his financial autonomy and retirement control.
In addition to sharing his personal odyssey, Charlie, a seasoned expert in commercial real estate and apartment syndication, imparts invaluable insights into the dynamic real estate market and lucrative investment opportunities. Our discussion spans across the intriguing subjects of interest rates, deal flows, and their imminent impacts on his current strategies. We further explore the consequences of expiring rate caps and the possibilities of refinancing for contemporary operators, providing a lucid understanding of the intricate world of real estate investing.
However, this episode transcends beyond mere statistics and data. Charlie narrates his journey towards business enhancement and his philanthropic endeavors of fostering budding investors. From constructing an automated customer journey via 40 insightful articles to his top resources for networking with new investors, he lays it all bare. And as you believe he has divulged it all, he presents his golden advice for passive investors, the pivotal metrics he monitors, and his disciplined habits. Press play, and prepare to be enlightened and emboldened in your quest for financial independence through passive real estate investing.
Don't miss out on an opportunity to learn from the best! Connect with Charlie on LinkedIn for more real estate investing insights. Be sure to visit his website for invaluable resources and tools. And, for a comprehensive understanding of passive investing, tune into his podcast, Passive Investors Playbook. Let's take your financial freedom journey to the next level together!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you ready to transform your commercial real estate strategy? Brace yourself as we unravel the future blueprint of the industry with our distinguished guest, Rob Finlay. He's primed to navigate us through the repercussions of escalating interest rates and the seismic shift to remote work, a pandemic-induced phenomenon. Discover the art of intelligent cash management and the significance of long-term planning in this fluctuating market. Rob theorizes that those armed with liquidity and innovative strategies will uncover a wealth of opportunities in these transformative times.
Rob doesn't merely offer forecasts; he arms us with actionable tips for asset optimization and debt management. Paralyzed by indecision in the current market? Comprehend its impact on capital market groups and learn to combat it with data-backed choices. Technology, Rob asserts, is an indispensable tool in mitigating errors. He delves into the realm of equity optimization and provides guidance on determining the appropriate level of debt for various assets. In investment, timing is paramount. Rob's wisdom on identifying the ideal moment to strike could be game-changing.
But our dialogue doesn't halt here. We shift the spotlight to passive investors. Rob imparts invaluable insights on critical performance metrics to monitor and emphasizes the importance of continuous learning beyond one's own industry. Open dialogues with sponsors, comprehending asset classes, and staying ready to grasp opportunities are among the nuggets of wisdom Rob shares. We conclude our discussion with an in-depth exploration of Rob's book, "Beyond the Building", and his perspective on nurturing innovation in commercial real estate. So, fasten your seatbelts and embark on this illuminating journey with us!
Don't miss the opportunity to connect with one of the leading voices in commercial real estate, Rob! His LinkedIn profile is a goldmine of insights, industry trends, and expert advice. Connect with Rob today and start a conversation that could elevate your career in real estate. Click here to send him a connection request on LinkedIn now. Don't just follow leaders, interact with them!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unearth the secrets of commercial real estate (CRE) giants in managing assets and mitigating risk debt in this enlightening chat with industry veteran, Rob, founder of Defeze With Ease. Discover Rob's intriguing path from a family-run real estate enterprise to Wall Street, before returning to the dynamic realm of CRE. Join us as he unravels the innovative strategies of 30 Capital, his firm renowned for offering comprehensive asset, debt, and equity optimization solutions aimed at enhancing property value.
Venture with us into the fascinating intersection of technology and real estate optimization. Rob imparts valuable wisdom on technology's transformative role in boosting property value, the significance of debt optimization, and the demand for intuitive tech tools. He underscores that the decision to embrace new technology should primarily be driven by its potential return on investment (ROI).
Moreover, we delve into effective tactics for optimizing your real estate investments and managing debt proficiently. Explore how technology aids asset managers in making data-driven decisions, comparing metrics to market benchmarks and other properties. We further discuss how innovation can provide commercial real estate owners with a competitive advantage. This episode is a treasure trove of insights for anyone seeking to amass wealth through real estate. Tune in, absorb, and equip yourself with invaluable knowledge and strategies.
Don't miss out on the opportunity to delve deeper into Rob's wealth of knowledge! Visit his website for a treasure trove of insights into commercial real estate, asset management, and more. And while you're there, be sure to check out his latest book, 'Beyond the Building'. This riveting read is packed with invaluable advice, case studies, and strategies that take you beyond the bricks and mortar to truly optimize your real estate investments. Don't wait - head to Rob's website now and step up your real estate game with 'Beyond the Building'!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Starting a successful business and fostering a healthy family life is no easy feat. In this episode, Julia and I share our entrepreneurship journey, highlighting the importance of balance, resilience, and clear communication.
We dive into Julia's audacious voyage with her husband. They established a restaurant, weathered countless challenges, and then moved to Florida for a fresh start in real estate. Their key to overcoming hurdles? Effective communication.
Communication played a pivotal role in articulating future goals and expressing gratitude for tireless efforts. It also helped them unite their family amidst major life changes and relocation struggles. This episode explores the transformative power of clear communication and active listening.
We also discuss the art of balancing professional and family life. It's crucial to acknowledge our partner's efforts in maintaining the family while we pursue our entrepreneurial dreams. In retrospect, it's all about finding the perfect equilibrium where work and family coexist harmoniously.
Join us as we shed light on the unsung heroes of entrepreneurship - our supportive partners. Tune in to this episode to learn more about our journey and the lessons we've learned along the way.
Click the link below to access full episodes and embark on this journey of entrepreneurship, relationships, and personal growth with us. Tune in now and let's navigate these life transitions together!
https://lifebridgecapital.com/2022/06/23/ws1341-why-a-happy-home-is-key-to-business-success-part-1-julia-barbaro/
https://lifebridgecapital.com/2022/06/24/ws1342-why-a-happy-home-is-key-to-business-success-part-2-julia-barbaro/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Elevate your real estate prowess with the transformative power of digital marketing! This episode features Brian, a seasoned digital marketing maestro with a specialization in the real estate sector. With over 15 years of industry experience, Brian divulges valuable insights on boosting SEO even with a limited budget, the significance of keyword research tools like SEMrush and AHREFs, and strategies for seamlessly integrating keywords into your content to enhance visibility.
Venture with us into the world of lead generation via Facebook. We delve into the benefits of event tracking with your Facebook pixel, the untapped potential of joint venture partnerships, and the criteria for deciding when outsourcing to a third party is the advantageous choice. Brian underscores the importance of concentrating on profitable tasks and singles out Facebook as an optimal platform for marketing to potential investors.
For a refreshing perspective, we welcome David, who shares his journey of transitioning from residential real estate brokerage to multifamily syndication. He candidly discusses the hurdles he encountered, the tactics he deployed to expand his investor network, and the meticulous preparation process that resulted in a staggering $1.4 million commitment to his deal within 48 hours. Join us in this illuminating discussion and prepare to transform your real estate marketing strategies.
Ready to take your real estate and digital marketing knowledge to the next level? Don't miss out on these insightful discussions with industry leaders, Brian and David. Click on the links below to listen to the full interviews. Dive deep into their wealth of knowledge and experience, and revolutionize your approach to real estate today!
https://lifebridgecapital.com/2021/11/02/ws1108-how-i-raised-1-4-million-in-48-hours-on-my-first-deal-with-david-robinson-techandtacticstuesday/
https://lifebridgecapital.com/2021/10/12/ws1087-how-to-expand-your-portfolio-through-digital-marketing-with-brian-driscoll-techandtacticstuesday/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Immerse yourself in our enlightening discussion on leveraging relationships for business growth within the real estate industry, featuring industry expert, Lance Pederson. Discover Lance's inspiring journey, from humble beginnings to becoming a prominent figure in multiple businesses, all while applying lean startup principles. We delve into the essential art of prioritizing, interpreting industry jargon, and the untapped potential of strengthening existing relationships. This discourse promises to be an invaluable resource for both budding entrepreneurs and seasoned professionals seeking innovative ways to connect with new investors.
In the subsequent segment, we shift our focus towards personal growth, the art of learning, and the transformative power of giving back. Lance recounts his journey of fostering genuine relationships since his high school days and the advantages of mastering the art of quick learning. We further explore the intricate aspects of Limited Partnership (LP) investing in industrial real estate. In this context, Lance provides an in-depth outlook on the immense potential of industrial investments, his hands-on experience in cultivating industry relationships, and practical advice for aspiring investors. So, tune in and ignite your drive to redefine your learning curve and success trajectory in the real estate industry.
Don't miss the opportunity to connect with Lance Peterson on LinkedIn! Enhance your professional network and stay updated with his insightful posts about the industry. Just click here to visit his profile and hit 'Connect'. Join the conversation today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us as we reconnect with Lance Pederson, a seasoned General Partner at Resonance Capital Group and the co-founder of Passive Advantage. In this discussion, we delve into the evolution of his real estate investment management enterprise since our previous conversation, and uncover the reasons behind his strategic focus on Class B industrial properties. Additionally, Lance gives an exclusive peek into the innovative tools his firm is crafting to empower passive investors in their journey through real estate syndications.
We zoom in on the intriguing realm of Class B industrial real estate, with Lance contributing his extensive knowledge and experience. He sheds light on the supply-demand discrepancies in the industrial sector, the transformation brought about by e-commerce, and the competitive landscape in property acquisition. As part of our commitment to fostering informed investment decisions, we navigate the risks associated with investing in industrial real estate, emphasizing the crucial need for risk comprehension prior to investment.
In the concluding segment, Lance imparts wisdom on bracing for a potential downturn in industrial assets. He highlights the significance of thorough understanding of the tenants, financials, and overarching business before capitalizing on a real estate asset. Our conversation also grazes the increasing prominence of sale-leasebacks, exploring its potential to provide businesses with enhanced flexibility. To conclude, we examine the impact of logistics on market valuations and discuss how a softer market could render certain assets more appealing to investors.
Don't miss the opportunity to connect with Lance Peterson on LinkedIn! Enhance your professional network and stay updated with his insightful posts about the industry. Just click here to visit his profile and hit 'Connect'. Join the conversation today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Dive into this captivating episode featuring Shawn DiMartile, the visionary co-founder of Takeoff Capital. From air traffic controller to triumphant real estate investor, his journey is a testament to resilience and strategic thinking. Discover his innovative approach to capitalizing on the San Diego real estate market, as he masterfully transforms modest two-bedroom homes into sprawling 13-unit apartment complexes.
DiMartile's early investment experiences, his mentorship journey, and his emphasis on proactive action all serve as valuable lessons for anyone in the real estate industry.
We also delve into the multifaceted world of multifamily investing through accessory dwelling units (ADUs). DiMartile and his team adeptly leveraged alterations in the San Diego municipal code, adding bonus ADUs to amplify housing availability. Get an insider's view into their current project: transforming a beach community house into a multi-unit residential haven.
In this insightful conversation, DiMartile divulges crucial advice on risk management and investor relations, emphasizing the need for transparent communication and setting clear expectations. He also gives us a glimpse of the cutting-edge tech tools he utilizes to streamline his business and personal life.
Whether you're a seasoned real estate mogul or a budding investor, this episode is a treasure trove of practical tips and innovative strategies that can revolutionize your real estate investment game. Be ready to take notes!
Don't miss a beat of Sean's dynamic real estate journey. Follow him on Instagram shawn_ diMartile for behind-the-scenes looks, investment tips, and more. For deeper insights and resources, visit his website at Takeoff Capital . Stay connected and empower your real estate investment journey with Shawn DiMartile. Act now!
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Get ready for a deep dive into the entrepreneurial journey of Stas Grinberg, co-founder and managing principal at Vision and Beyond. From humble beginnings in a Starbucks, Stas and his partner Peter Grenzerman have built a real estate empire, managing 3100 multifamily units across four states.
In this candid conversation, Stas shares how his experience as an IDF officer influenced his leadership style and helped him tackle challenges head-on. Discover how a significant crisis became a catalyst for their business growth, and how transparency and honesty earned them their investors' trust.
Stas also provides an inside look into their expansion strategies, including the strategic onboarding of a seasoned CIO to manage risk and underwriting. He offers insights into the current state of the multifamily market, discussing the impact of inflation and rising operational costs, and their adaptive strategies to overcome these hurdles.
In addition, Stas imparts invaluable advice for passive investors and shares his personal success habits. Learn about his philanthropic efforts through a foundation that supports retired company commanders, and his heartwarming adoption journey that changed his life profoundly.
Join us as we explore the inspiring journey of Stas Grinberg, and let his story fuel your ambition and offer you valuable insights into succeeding in the real estate sector. Eager to connect with Stas Grinberg? Follow him on LinkedIn for more insights. Don't forget to visit Vision and Beyond's website to learn more about their innovative work in real estate. Start your journey towards success today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Today, we're excited to bring you an insightful interview with the distinguished Chairman and CEO of Lloyd Jones, Chris Finley. His unique journey from being an Eastern Airlines pilot to mastering the intricacies of the real estate sector is nothing short of inspiring. Influenced by his father-in-law, Chris made his first investment in an avocado grove in South Florida, marking the start of his illustrious career in real estate.
In 1980, Chris established his commercial real estate brokerage firm, which eventually evolved into a successful multifamily and senior housing investment company. Despite starting in a smaller market, Chris managed to overcome challenges through his innovative three-part business model, enabling his firm to serve as an asset manager for the FDIC.
The strategic shift towards investing rather than building in 2010, and the golden opportunity presented by the post-Covid market to pivot to senior housing, is testament to Chris's forward-thinking approach. This interview offers valuable insights into these strategic decisions, making it a must-listen for anyone interested in real estate investment trends.
The conversation also delves into the complexities of transitioning to the senior living asset class, with a special focus on operations. Chris shares his unique perspective on the rise of the millennial demographic and why senior housing requires more operational attention than multi-family properties. He emphasizes the importance of recruiting top talent in this asset class, providing invaluable advice for passive investors navigating the current market.
Ready to connect with Chris Finley and tap into his wealth of real estate knowledge? Click here to connect with him on LinkedIn and start a conversation that could potentially change your real estate journey!
Interested in learning more about the success story of Lloyd Jones? Visit their official website now and discover how they are revolutionizing the real estate industry. Don't wait, your next big real estate opportunity could be just a click away!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you seeking to fast-track your real estate syndication career? I've been there. Transitioning from law enforcement to real estate was a thrilling, yet challenging journey. Each step was rewarding, as I was chasing my dreams. In this episode, I share insights on raising capital quickly and the importance of mentorship.
However, my story doesn't stop at a career switch. Have you felt a passion that reshapes your life? That was our family's adoption journey for me. This experience shaped my mission and strategies for rapid growth in real estate syndication.
In today's episode, we explore this transformative period. I discuss how I involved my family and team in the mission. You'll learn about the resistance I faced and my strategies to overcome it. These are valuable lessons, regardless of your profession.
I also shed light on the sacrifices needed for rapid growth in your business. I had to make tough decisions, like selling my farm and quitting horse-training. But isn't life about overcoming challenges for greater rewards?
As we conclude, I reflect on key learnings from my journey. The importance of being a good father, prioritizing for rapid growth, and cultivating gratitude stand out. Enjoy this conversation and pick some pearls of wisdom to boost your real estate syndication journey.
Ready to accelerate your journey? Click the links below to access full episodes. Each one is a stepping stone towards achieving your dreams. Let's navigate this path together - hit that link and start listening now!
https://lifebridgecapital.com/2021/09/20/ws1065-how-to-make-your-real-estate-business-stand-out-with-whitney-sewell/
https://lifebridgecapital.com/2021/09/13/ws1058-the-secret-of-achieving-rapid-results-in-real-estate/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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Join us on an enlightening highlight episode with Richard Wilson, the founder of Family Office Club, unravels the secrets of wealth management techniques employed by affluent families. With his extensive knowledge and experience, Richard deftly explains the mechanisms of various types of family offices - virtual, single, and multi-family. You'll gain crucial insights into averting expensive errors and comprehend why a family office is a crucial asset for high-net-worth families.
Eager to unlock the secret to successful commercial real estate investing? Richard unveils the kinds of deals that attract family offices and underscores the significance of effective deal structuring. We debunk the myth about surrendering control in investment deals, scrutinizing how negotiation strategies can safeguard the investor's authority. Discover why self-discipline is a central factor in real estate investing, and its source.
The learning extends further! Richard generously imparts his unique methodology to life and business organization - his custom "dashboard for success". He guides us through his yearly one-page blueprint, encompassing his annual theme, monthly and quarterly objectives, and a collection of insightful quotes from diverse sources. Richard's focus on amalgamating various life aspects and upholding integrity could be the key to devising your own success strategy.
Ready to discover wealth management secrets and personal growth strategies? Click the links below for full episodes. Immerse yourself in invaluable insights from Richard's extensive experience in the field. Each episode is an opportunity to learn and grow. Don't miss out; start your journey to success by listening today!
https://lifebridgecapital.com/2022/01/18/ws1185-when-and-how-to-start-a-family-office-with-richard-wilson-part-1-techandtacticstuesday/
https://lifebridgecapital.com/2022/01/19/ws1186-when-and-how-to-start-a-family-office-with-richard-wilson-part-2/
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https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
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Immerse yourself in our insightful discussion with Shane Thomas, an expert in asset management reporting, as we delve into the crucial aspects investors need to consider. Shane emphasizes the necessity of respecting investor capital and the significance of prompt, regular updates. Discover how a swift response to investor queries can enhance a company's image and why adopting the practices of larger institutional private equity firms can lead to substantial improvements in reporting. Learn about Catalyst Equity's dedication to delivering standard monthly reports and comprehensive bi-annual webinars to help investors make sense of their investments.
In this episode, Shane Thomas offers precious insights on simplifying property management reports for the benefit of investors. He breaks down the essential elements of a potent report, such as sponsor commentary, profit and loss summaries, and CapEx updates. Shane highlights the importance of accurate, transparent reporting, and the need for an efficient report creation process.
Our conversation also covers real estate investing and market forecasts. Shane provides strategies to enhance value for investors and alleviate stress for back-office teams. He shares his predictions for the multifamily market over the next 6-12 months and gives advice on how to seize investment opportunities. Understand why long-term holding is the most effective strategy and how homeownership costs affect the multifamily market. Don't miss Shane's personal morning routine and his belief in the power of surrounding oneself with success-oriented individuals in real estate syndication.
Connect with Shane Thomas directly, visit his LinkedIn profile to network, gain further insights, and stay updated with his latest projects in real estate syndication. This is a great chance to learn from an industry expert and expand your professional network. You can find him on LinkedIn at Shane Thomas.
Also, be sure to check out Catalyst Equity Partners' website for more detailed information about their portfolio, investment strategies, and value-add renovation projects. There's a wealth of knowledge waiting for you there. Visit Catalyst Equity Partners today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Step into the intriguing world of real estate syndication with Shane Thomas, co-founder and managing partner of Catalyst Equity Partners. This insightful journey uncovers how Shane transitioned from a Certified Public Accountant (CPA) to a successful real estate syndication investor, using his finance acumen to manage a portfolio of nine properties and 1,900 units. Explore the significance of having a CPA on your team for accounting review and how a fractional Chief Financial Officer (CFO) can turbocharge your business growth. Also, discover the pivotal role networking plays in securing prime deals and the potential that lies in value-add heavy renovations.
Shane further delves into his experience as a Limited Partner (LP) and General Partner (GP), underlining the importance of asset management. Understand the unique business strategies they've implemented, their relationship with property managers, and their Key Performance Indicator (KPI) analysis approach. Shane and his business partner, Prashant, have streamlined systems for regular check-ins with their property manager, monthly reviews with the regional manager, monthly Profit & Loss (P&L) reviews, and quarterly distributions to investors. Learn how their effective communication skills and KPI tracking enable them to implement necessary changes quickly. Stay informed with their list of 15-20 key indicators that provide them with control over their assets. Don't miss this insightful journey!
Don't miss the opportunity to connect with Shane Thomas directly. Visit his LinkedIn profile to network, gain further insights, and stay updated with his latest projects in real estate syndication. This is a great chance to learn from an industry expert and expand your professional network. You can find him on LinkedIn at Shane Thomas.
Also, be sure to check out Catalyst Equity Partners' website for more detailed information about their portfolio, investment strategies, and value-add renovation projects. There's a wealth of knowledge waiting for you there. Visit Catalyst Equity Partners today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Have you ever considered how the right blend of passion, perseverance, and connections can skyrocket your success in the real estate sector? Join us on an insightful journey with Andrew Abernathy, the visionary founder and CEO of Abernathy Holdings, a trailblazing real estate holding company.
Experience Abernathy's extraordinary journey, from his humble beginnings on a family farm to establishing a successful empire in the real estate industry. Learn about his unique business approach, inspired by the investment strategies of Warren Buffett, and discover how he handpicked the perfect team while fostering harmony across diverse company departments.
Abernathy's quest for success extends beyond personal accomplishments. Dive deeper into the conversation as he highlights the significance of utilizing precise metrics to monitor progress in both professional and personal realms. Understand how his relentless ambition and tenacity are the driving forces behind his success.
But Abernathy's story doesn't end there. He is also making a significant impact on society through the Abernathy Foundation, a dedicated organization committed to eradicating human trafficking. He further elaborates on his initiative, "Calling Guardians," which urges other corporations to participate in this noble cause.
So tune in, and you might just stumble upon the motivation you need to make your own mark in the real estate world. Connect with Andrew Abernathy on LinkedIn and visit his website. Start investing smarter today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the transformative life journey of Andrew Abernathy, founder and CEO of Abernathy Holdings. His story begins with a pivotal moment—a reality check from his mentor, Gary Therrobson, following a poor investment decision. This led him to concentrate on his core strength: real estate. Learn how Andrew transitioned from a successful teenage investor to the mastermind behind a $250 million asset portfolio, specializing in Class A self-storage facilities across the Sunbelt.
Imagine being a teenager and managing to raise $10 million within a year. Sounds like a dream? Not for Andrew Abernathy. At just 18, he secured investments from local farmers, demonstrating his incredible persuasive skills. Dive into his unique strategies for attracting investors and the valuable lessons he learned throughout his journey—including a successful investment experience with a friend's father.
But Andrew's journey isn't just about real estate investment success. An unexpected career turn took him from being proficient in many areas to becoming an expert in one—real estate. This realization dawned upon him after a poor investment decision. Since then, he's been focusing on the potential of self-storage due to management changes that opened up opportunities for consolidation and price management. Join us as Andrew shares how the bitter experience of a failed investment became the catalyst for his success. Plus, find out how you can connect with him and learn more about his wealth-building strategies in real estate syndication. Don't miss out!
Want expert real estate tips? Connect with Andrew Abernathy on LinkedIn and visit his website. Start investing smarter today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Step into the future of real estate investments with blockchain technology, a transformative force reshaping the industry landscape. Join us in an enlightening discussion with Alex Blackwood, the visionary founder of Mogul, as we delve into the captivating union of blockchain and real estate.
In our journey from Web 2.0 to the era of Web 3.0, we decode the intricacies of the U.S regulatory landscape, and address the intriguing 'oracle problem' - a key challenge to unlocking the full potential of blockchain within the real estate supply chain. Alex, through the analogy of crop insurance, presents a compelling solution to this conundrum.
Explore unique investment opportunities offered by Mogul, where accessing the property market becomes as easy as investing a minimal amount of $100! Get an exclusive insight into their property selection process, the types of properties Mogul is focusing on, and the substantial benefits of real estate investing enhanced by blockchain technology.
The episode also sheds light on the correlation between physical fitness, mental health, and success - a bonus for all fitness enthusiasts out there. Whether you're a tech aficionado, an experienced investor, or a fitness fanatic, this episode has something valuable for everyone. Don't miss out on this riveting conversation that interweaves cutting-edge technology with traditional investment wisdom.
Ready to more about our remarkable guest Alex Blackwood? Get an in-depth look at his innovative approach to real estate and blockchain by visiting his website. Uncover his journey, unique insights, and how he's transforming the future of real estate investments. Click the link below to learn more – your journey into the future of real estate could begin with just one click!
https://www.mogul.ooo/
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Considering an unconventional investment? Dive into the world of parking lot investments with our guest, Kevin Bupp, founder and CEO of Sunrise Capital Investors. Explore this often-overlooked asset class and learn why it could be a golden opportunity for discerning investors.
From the fragmented nature of the parking business to the possibilities for vertical integration, we traverse lesser-explored territories and unveil the unique benefits that parking lots can offer over traditional asset classes.
Surviving the 2008 crash was a significant achievement. For Kevin, however, it was a transformative experience that informed his future investment strategies. He shares how his prudent approach to investing, along with resilience amid turmoil and instinctive decision-making process, have been critical to his success.
We also delve into the current real estate market, drawing insightful comparisons and contrasts with the 2008 crisis. We discuss the impact of historically low-interest rates and potential layoffs on the real estate market.
As we conclude our enlightening conversation, Kevin imparts his wisdom on financial preparedness amidst real estate challenges. How can stockpiling cash and ensuring you have funds to keep your business afloat be your lifeline in a crisis? Discover as we discuss strategies to weather any storm.
Stay tuned for fresh perspectives on real estate investing from a seasoned industry expert by listening to the full episodes, click the links below.
https://lifebridgecapital.com/2022/07/19/ws1367-why-parking-lots-are-a-good-investmentkevin-bupp/
https://lifebridgecapital.com/2022/07/20/ws1368-the-next-recession-will-be-different-from-2008kevin-bupp/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us on an enlightening journey with our guest, Tate Siemer. A newcomer in Salt Lake City in 1999, Tate is now a successful real estate magnate. He owns seven properties, worth nearly $50 million. His real estate journey began with flipping single-family houses and development projects. Over time, it evolved into constructing new buildings.
Tate's first venture into owning an apartment building sparked a passion for multifamily real estate. Today, along with his business partner, he continues to explore this path. They're always on the hunt for profitable deals. Together, they've developed a business model built to sustain them for the next five years at least.
Networking plays a crucial role in the professional sphere, as does a credibility kit. Tate shares his experience of being part of a dynamic group of fifteen high achievers. He delves into the concept of a credibility kit - a document that outlines your brand, mission, and expertise in multifamily investing. It includes your deal syndication and structure, team bios, headshots, and portfolio. The podcast highlights the importance of partnering or mentoring with a reputable person in your field.
Lastly, gain insights into scaling a real estate business. Tate shares how he became proficient at finding deals and securing a partner for his ventures. We discuss the importance of a strong team structure for business growth and the benefits of partnerships on a deal-by-deal basis. He also talks about his experience in finding a key principal, the main bank loan signer for his deals, and the importance of nurturing a long-term partnership.
Don't miss these captivating insights! To listen to the full episodes, click the links below.
https://lifebridgecapital.com/2022/08/02/ws1381-building-your-credibility-kit-tate-siemer/
https://lifebridgecapital.com/2022/08/03/ws1382-getting-the-right-team-to-grow-your-business-tate-siemer/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Ever wondered how to turn market volatility into a golden opportunity? Get ready to unravel this secret with our guest, Dan Lewkowicz, a seasoned pro in the commercial real estate industry. In this episode, Dan shares his insights on leveraging fear-driven market trends, the power of self-directed investing, and much more. Tune in to unlock the secrets of successful real estate investing!
Dan shares his unique insights on why commercial real estate is an underutilized wealth creation and preservation tool, primarily due to a lack of awareness about self-directed investing.
Gain valuable knowledge as we delve into the traits of successful real estate investors, highlighting the significance of conservative underwriting and the risks of over-leveraging properties. Discover the advantages of maintaining a focused approach to your chosen asset class and learn about the transformative potential of sale leasebacks for property owners seeking to unlock capital.
Underwriting and performance metrics take center stage in our discussion, underscoring their crucial role in real estate investing. This episode will strengthen your understanding of underwriting, particularly in the context of net leases. Dan also discusses the importance of monitoring key performance indicators, such as the number of closings and net commissions, to stay competitive.
We conclude our enlightening discussion by emphasizing the importance of work-life balance. Learn how quality sleep, a balanced diet, regular exercise, and time spent with loved ones contribute to peak performance. Get set to be informed, inspired, and empowered!
Be sure to connect with Dan Lewkowicz on LinkedIn. It's your chance to stay updated with his latest market insights and tips.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you ready to transform your real estate investments into highly profitable ventures? Dive into this insightful episode featuring Dan Lewkowicz, a seasoned expert who reveals the secrets of enhancing the value of your triple net properties. This content-packed discussion is all about empowering you with strategies and insights that can lead to substantial returns on your investments.
Discover the proven strategies that Dan has used to generate exceptional value-adds to properties, illustrated with practical examples such as a Wendy's property with a 17-year-lease and annual escalations of 1.5%.
Ever considered achieving significant equity by lowering your rent and extending your lease? Dan delves into the blend-and-extend strategy he used on a Walgreens property, leading to an equity gain of $620,000. He also underscores the importance of collaborating with local leasing brokers to negotiate leases with tenants like Starbucks for a Burger King property, providing priceless advice for landlords with 12-13 year leases.
Dan also reflects on his successful journey in 2021 and 2022, highlighting how staying informed about market trends helped him deliver value to his clients. He shares his key information sources and talks about the collaborative approach of his team.
As we move into 2023, Dan offers personal assistance with deals, valuations, and networking. So, tune in to this invaluable opportunity to learn from real estate expert, Dan Lewkowicz! Connect with Dan on LinkedIn today. Expand your network, gain valuable insights, and start a conversation that could elevate your investment knowledge. Your journey into mastering net lease investing begins with this click!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unravel the mystery of net lease investing with seasoned professional, Dan Lewkowicz from Encore Real Estate Investment Services. With a 15-year track record in the industry, Dan offers his expert insights into asset classes such as shopping centers and medical office buildings. He highlights the importance of a skilled team and unwavering determination in securing successful deals.
Imagine knowing your rent costs for the next two decades - doesn't that sound like a dream? With triple net leases in commercial real estate, this dream can become your reality. Dan provides an in-depth comparison between these and multifamily investments, demonstrating why the former is a more secure and dependable asset class. He also provides a comprehensive analysis of the current real estate market climate, offering an economic forecast for the next 6 to 18 months.
Our conversation concludes with a discussion on the importance of cultivating relationships with top clients. Dan shares his valuable advice for brokers on the benefits of allowing trusted buyers first access to new deals, ensuring smoother transactions. We also explore the concept of commercial property value and how to accurately assess it.
Don't miss out on this opportunity to learn from one of the best in the business. This is a must-listen for anyone interested in the world of net lease investing. Connect with Dan on LinkedIn today. Expand your network, gain valuable insights, and start a conversation that could elevate your investment knowledge. Your journey into mastering net lease investing begins with this click!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us on a journey with Gino Barbaro, the owner of Rand Partners and co-host of the Julia and Gino Podcast, as he shares his inspiring story of how he transitioned from owning a family restaurant to becoming a successful real estate owner. Discover how the 2008 recession led him to his passion for real estate, and how his encounter with Whitney Sewell led to the inception of Rand Partners and their commitment to building a learning community.
Gino also opens up about his family's experience with homeschooling their six children, and the importance of creating an emotional connection with his children over mere intelligence. He also discusses the challenges and blessings of having multiple children, and the power of making different choices to achieve financial autonomy.
We also delve into the power of networking and community in growing the Rand Partners community, and the potential pitfalls of personal development. Gino shares his insights into the Multifamily Mastery event, his venture into event planning, and his latest book, 'Pizza with a Purpose'. Additionally, we explore the impact of his children's book series and the importance of investing in education for business success.
Follow along for an engaging and enlightening conversation with Gino Barbaro, a true inspiration in real estate, family, education, and personal development! Don't miss out on more wisdom from Gino Barbaro! Click the link below to visit his website, where you'll find a treasure trove of resources on real estate investment and financial independence.
We also have an exciting announcement. We're gearing up for our Charity Golf Outing on August 18th! Not only will it be a day of fun and golf, but also an opportunity to give back. So join us in making a difference. You can find all the registration details here, Charity Golf Link. Come join us and let's swing for a good cause together!
https://jakeandgino.com/about-gino-barbaro/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the transformative power of real estate investing with our in-depth discussion featuring Matt Faircloth, the acclaimed author of Raising Private Capital. Celebrating half a decade, Matt's game-changing book has had far-reaching impacts in the real estate industry, empowering countless individuals to leverage his strategies.
We dive deeper into the essential personality traits for successful real estate investing. Have you ever come across the 'boy band' strategy in real estate investments? We'll unpack that! With an exclusive free personality assessment offered atDeRosa Groupwe illuminate how you can harness your strengths and weaknesses to assemble a high-performing team. Drawing from Matt's experiences, we underscore the benefits of creating a diverse investor team, each member contributing unique strengths.
That's not all; we also focus on the potential of distressed multifamily opportunities. Learn how you can capitalize on these lucrative deals – from selecting specific markets to building robust relationships with brokers. We share tried-and-tested strategies to finance these types of deals. For those grappling with investment debt, we delve into solutions like infusing new equity to provide much-needed relief to your deal.
Whether you're an experienced investor or just dipping your toes into the real estate world, there's a wealth of knowledge to glean from our conversation with Matt. Tune in and join us in transforming lives through real estate!
Don't miss this golden opportunity to connect with Matt Faircloth, and tap into his rich reservoir of knowledge and experience to accelerate your success in real estate.
We've got something exciting for you too! Join us for the upcoming Charity Golf Outing on August 18th. It's not just a day of fun and networking but also an occasion to contribute towards a noble cause. We're matching all donations made during the event, effectively doubling your impact. Access the registration page here and be a part of this wonderful initiative. Let's tee off for charity together!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this exciting highlight episode, we join our guest Keith, as we delve deep into the world of investing. Whether you're an experienced investor or just starting out, Keith has some valuable insights to share.
⚖️ The Power of Concentration and the Pitfalls of Unexpected Events ⚖️
Keith reveals the potential for quick growth through concentration, but he cautions against the impact of unexpected events like a pandemic. To strike a balance, he recommends diversification across both private and public assets. It's crucial to understand your competitive advantage and have a clear vision of success.
📈 Reaping High Returns with Asymmetrical Risk 📈
Have you ever wondered about asymmetrical risk? Keith showcases how you can achieve high returns while minimizing downside. He highlights golden opportunities that arose during the 2010 housing market crash and the 2019 pandemic. Diversification, when coupled with a keen eye for value, can lead to significant returns. Keith also stresses the importance of maintaining a diversified deal flow pipeline to avoid over-concentration.
💼 Evaluating Operators, Broadening Asset Classes, and Aligning Interests 💼
Our conversation takes a turn towards evaluating operators, expanding asset classes, and aligning interests. Keith shares invaluable wisdom on diversifying investments beyond real estate. Additionally, he emphasizes the close relationship between cost control and success in a volatile market.
🌟 A World of Freedom, Impact, and Giving 🌟
As we near the end of our enriching discussion, Keith leaves us pondering the themes of freedom, impact, and the opportunity to give. He sheds light on the potential for faith-based initiatives to make a meaningful difference.
🔊 Ready to Dive In? Listen to the Full Interviews! 🔊
Don't miss out on the full interviews with Keith as he unpacks these valuable insights. Click on the links below to listen and embark on your investing journey armed with knowledge!
https://lifebridgecapital.com/2022/09/07/ws1417-building-your-deal-flow-pipeline-keith-blackborg/https://lifebridgecapital.com/2022/09/08/ws1418-tax-benefits-of-multifamily
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us for a captivating highlight episode featuring the integral role of investor relations in real estate syndication. Our guest, Peter Richter, shares invaluable insights that will leave you inspired and well-informed.
Discover how potential investors are introduced to a company and learn the key strategies to establish credibility. Peter emphasizes the importance of clear and relevant communication while avoiding overwhelming investors with unnecessary information.
In this episode, we take a deep dive into the world of investor relations. Explore the process of creating an investor deck, gain valuable insights into effective communication strategies during meetings, and discover the contributions of each team involved.
Peter also sheds light on effectively communicating strategy changes, asset appreciation, and presenting financial projections in offer deals. Learn about the nuanced differences between institutional and individual investors and how to tailor your approach accordingly.
Fundraising phone calls and quarterly reports are also addressed in this episode. Discover the significance of allowing investors ample time to review documents and learn how to address budget variances. Peter provides expert advice on creating comprehensive quarterly reports that contain the right information.
Lastly, we discuss the importance of maintaining regular contact with investors and expressing gratitude for their support.
Tune in to this highlight episode as Peter Richter shares his wealth of knowledge on investor relations in real estate syndication. Don't miss out on this opportunity to gain valuable insights and stay up-to-date on the latest industry trends. Subscribe to our show today and get ready to be inspired!
**Ready to listen to the full episodes? Click on the links below!
https://lifebridgecapital.com/2022/09/14/ws1424-how-to-effectively-communicate-with-investors-peter-richter/
https://lifebridgecapital.com/2022/09/15/ws1425-investor-communication-strategies-peter-richter/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you interested in short-term rental investments? Join us as we delve into a conversation with Sief Khafagi, founder of TechVestor. Discover how this innovative company is revolutionizing the investment landscape through data and technology. TechVestor simplifies the process of investing in short-term rentals, making it affordable and efficient.
In this episode, Sief demystifies TechVestor's unique strategy. Learn how they scrutinize over 257 local markets, underwrite every property that lands on the market, and divulge insights about their risk profile and 'buy box'. If you're keen on data-driven investment strategies or short-term rentals, this episode is a must-listen!
We also discuss the future of Air DNA and the crucial role data-driven decisions play in optimizing profits in the short-term rental market. Understand how property performance can fluctuate annually, and explore the impact of small-scale operations. Plus, get insights into Tech Vestor's model for building portfolios, their five-year hold strategy, and the potential of selling portfolios to institutions. This episode is a treasure trove of knowledge for any investor eyeing the short-term rental market.
Enjoyed our conversation with Sief Khafagi and want to learn more about short-term rental investments? Don't miss the chance to connect with him directly on LinkedIn. But before you go, we have an exciting announcement. We're gearing up for our Charity Golf Outing on August 18th! Not only will it be a day of fun and golf, but also an opportunity to give back. So join us in making a difference. You can find all the registration details here, Charity Golf Link. Come join us and let's swing for a good cause together!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In the face of the current economic downturn, how can you shift from merely surviving to genuinely thriving? This is the core question we tackle in our discussion with seasoned real estate investor Patrick Grimes. He provides a fresh perspective on exploiting the downturn to your advantage, outlining the key elements needed to develop a recession-proof investment portfolio.
These elements include maintaining low leverage, focusing on recession-resistant assets, and ensuring ample reserves. We delve into the impacts of recent government stimulus packages, the threat of inflation, and the strategic use of income-generating real estate to prosper during these challenging times.
In a world marked by eviction backlogs and looming inflation, Grimes shares his wisdom on mitigating risks through savvy acquisitions. He highlights the strategic use of short-term holds to compound returns and boost cash flow. According to him, there exists a golden buying opportunity right now - one that investors should seize before it disappears.
Grimes emphasizes the critical importance of financial reserves, especially during a recession. Drawing from his past experiences, he illustrates how reserves can be a game-changer in today's economic context.
This episode is filled with invaluable advice for both passive investors and those navigating the complex world of real estate investment amidst the current economic uncertainty. Grimes' tips on networking and overcoming business hurdles are particularly insightful.
Join us as we learn to ride the waves of economic turbulence and take advantage of the downturn, guided by Grimes' expert advice.Want to learn more about Patrick Grimes and his strategies for building a recession-proof investment portfolio? Dive deeper into Patrick's journey and his invaluable insights here.
You also have the chance to get a signed copy of Patrick's book. Unlock more secrets of successful real estate investing from one of the best in the business. Claim your signed copy here. Don't miss out - start your path to financial resilience today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In the current volatile economic landscape, creating a recession-proof portfolio is of utmost importance. Our guest today, Patrick Grimes, exemplifies the resilience needed for such a formidable task. As the Founder and CEO of Invest On Main Street and Passive Investing Mastery , he rose stronger from the 2007-08 financial crisis. He comes equipped with fresh insight and a winning strategy.
In this episode, we delve into Patrick's transformation from an engineer to a seasoned real estate investor. He emphasizes the significance of reserves in deal structuring. Patrick shares his knowledge on building a portfolio that can weather economic downturns, highlighting the need for solid economic foundations.
Patrick reveals his strategies for spotting resilient sectors during economic downturns. He offers valuable advice on diversified employment sectors, tax benefits, and landlord-friendly legislation. This information is crucial for anyone stepping into real estate. His insights on selecting the right assets and establishing a robust economic base to withstand recessions are enlightening.
We dive into partnership dynamics as Patrick candidly talks about the importance of letting go of control. He stresses the need to accumulate 8,000 hours of experience to master any craft. His shift from single-family homes to an 86-unit deal showcases the power of patience and teamwork. We also discuss the importance of being actively involved when seeking partnerships and why stepping back can sometimes lead to a significant leap forward.
Want to learn more about Patrick Grimes and his strategies for building a recession-proof investment portfolio? Dive deeper into Patrick's journey and his invaluable insights here.
You also have the chance to get a signed copy of Patrick's book. Unlock more secrets of successful real estate investing from one of the best in the business. Claim your signed copy here. Don't miss out - start your path to financial resilience today!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you keen to understand the significance of your personal profit and loss in real estate syndication? In this episode, we're joined by Emily Cortright, a seasoned investor who has successfully built a robust investor base. Emily, a licensed realtor, shares her insider secrets about how this status boosts trust and credibility among investors.
In her wealth-building seminars and meetups, Emily utilizes compelling case studies to pique investor interest, detailing everything from purchase price to selling price. She underscores the importance of transparency and comprehensive information in winning over passive investors.
However, building a thriving investor database isn't always smooth sailing. Emily candidly discusses the challenges this endeavor presents and reveals her strategies for surmounting them. From effective follow-up tactics and engaging newsletters to well-structured investor calls, she provides valuable insights for overcoming potential obstacles in real estate syndication.
Emily also highlights her current biggest business challenge, offering a realistic view of the industry's ups and downs. Moreover, she shares valuable tips for enhancing wealth through real estate syndication. She emphasizes the role of networking, regular checks on personal profit and loss, and the crucial importance of maintaining a solid investor database.
Join us as we delve into Emily’s vast knowledge and experience in real estate syndication. Let's explore together the crucial role of personal profit and loss in this exciting arena.
Ready to expand your investor portfolio? Click the link below to dive deeper into Emily Cortright's real estate syndication strategies. Learn firsthand about her business and how her techniques can help you build a successful investor base.
https://www.aemultifamily.com/about-us
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover how Emily Cortright transitioned from corporate life to becoming a successful real estate investor in the thriving Dallas-Fort Worth market. This inspiring story reveals how Emily and her husband built a profitable portfolio of property flips and rentals, before shifting their focus to multi-family properties.
Emily's journey into real estate investing began unexpectedly, when her husband persuaded her to attend a real estate class. This ignited a passion that eventually led them to Texas, where they began building a portfolio of flips and rentals. However, Emily's keen market insights led her to prioritize flips over rentals and enroll in a multi-family training program. This strategic decision not only revolutionized their investment approach but also allowed her husband to leave his job and join Emily full-time in real estate.
Learn from Emily's wealth-building strategies, which include teaching passive investing classes at her Keller Williams office, crafting compelling pitches for potential investors, and exploring the untapped potential of self-directed retirement accounts for multi-family syndications. She also offers invaluable tips for real estate agents on discussing this investment strategy with clients. Join us as Emily shares her journey and provides valuable insights into real estate investing, wealth creation, and running a successful syndication business.
This podcast episode is perfect for anyone interested in real estate investing, particularly in the Dallas-Fort Worth area. It's packed full of practical advice, real-world wisdom, and inspirational stories that will motivate you to consider your own investment opportunities. Whether you're a seasoned investor or just starting out, Emily's story is sure to inspire and guide you in your own real estate journey.
Ready to embark on your own real estate investing journey? Eager to discover the strategies that can transform your life just like Emily? Don't wait another minute. Click on the link below to learn more and start your adventure in the world of real estate investing. Your future self will thank you.
https://www.aemultifamily.com/about-us
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Interested in navigating the complex yet rewarding world of real estate syndication? Understanding your role, whether as an investor or syndicator, can significantly impact your financial future. Join us alongside our special guest, Philippe Schulligen, as we delve into the captivating field of real estate syndication. We illuminate the critical responsibilities of an operator, from identifying potential deals and conducting thorough due diligence to successfully closing the deal. From an investor's perspective, we underline the importance of grasping the legal aspects of the investment, understanding your rights and responsibilities, and the value of a highly competent team to manage the syndication process.
Have you explored the diverse syndication structures available to passive investors? Ever considered how syndication agreements can be tailored to meet your specific needs? Together with Blake, we explore these areas, shedding light on expected returns, the distribution of profits between the sponsor and investor, and the intricacies of the Private Placement Memorandum (PPM). We emphasize the crucial task of thoroughly analyzing the PPM document and comprehending the distribution payout structure.
As our discussion unfolds, we jump into the exciting prospect of creating a bespoke private equity real estate fund. The benefits are numerous – a centralized hub for paperwork, a wide array of investment opportunities, and the opportunity to partner with experienced sponsors. Whether you're a seasoned investor or a beginner keen to leave your mark in the real estate syndication sector, this episode is packed with invaluable insights. Embark on this enlightening journey with us!
**Full interviews below:
https://lifebridgecapital.com/2022/10/04/ws1444-questions-to-ask-before-investing-in-re-syndication-philippe-schulligen/
https://lifebridgecapital.com/2022/10/05/ws1445-customizing-private-equity-funds-philippe-schulligen/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode, experience the transformative journey of Rich, founder of Real Wealth, who faced a life-altering diagnosis and redefined his understanding of wealth. Along with his partner Kathy, they shifted their focus from merely acquiring money to achieving genuine freedom and helping others live their lives to the fullest. Their story serves as a reminder that while money can't buy happiness, it can indeed contribute to a fulfilling life when managed wisely.
Step into the world of mentors, coaches, and consultants - the driving forces behind numerous success stories. Understand their vital role in shaping both personal and business growth. Our guest mentor sheds light on how the wealthy perceive assets and liabilities differently, providing a fresh perspective on wealth management.
Fear, often the unseen barrier in our lives, is also discussed. Uncover how small, consistent actions can modify your mindset and thought processes, and learn proven strategies to navigate through life's toughest challenges.
Embrace the power of a clear purpose. This concept, discussed in-depth in Rich's book "The Wise Investor," can catapult you beyond fears and doubts and help you concentrate on what truly matters. Available on Amazon and other booksellers, this book is a must-read for those seeking real wealth.
Explore investment opportunities with LifeBridge Capital and redefine your perception of wealth and success. Aim not just for riches but for true wealth that encompasses freedom and fulfillment.
Listen to Full interview here:
**https://lifebridgecapital.com/2022/10/11/ws1451-how-coaching-turns-you-into-a-holistic-investor-rich-fettke/
https://lifebridgecapital.com/2022/10/12/ws1452-creating-a-financial-mindset-rich-fettke/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Dive into the world of real estate investing with industry titan, James Nelson, who has amassed a staggering portfolio of over $5 billion in properties and loans. In this comprehensive guide to successful real estate investment, Nelson unravels why the real estate market outperforms the stock market and how to leverage the inefficiencies of the property marketplace for substantial returns.
Uncover the significance of comprehending the seller's motivations when purchasing real estate and the potential value unlocked through expert collaboration. Our engaging dialogue further explores how to identify motivated sellers in the increasingly complex real estate landscape of today.
We navigate the intricacies of loan debt, the importance of loan origination dates for properties, and examine the influence conservative lenders can have on cash-out refinances and other strategies. Gain invaluable insights from Nelson on the performance metrics of occupied multifamily properties in New York and the implications of rent regulation.
As our enlightening conversation concludes, Nelson forecasts the real estate market for the next 6-18 months, predicting a surge of exceptional buying opportunities unprecedented in the past decade. We delve deep into the necessity of assembling a robust team for real estate investing and offer guidance on avoiding excessive tracking. Tune in to take action, and transform your financial future!
Eager to soak up more wisdom from real estate titan James Nelson? Click the link below to visit his website where you'll find an abundance of resources, including his enlightening podcast filled with industry insights and tips. But that's not all - you can also discover his book, a comprehensive guide to successful real estate investing. Don't wait! Start your journey towards mastering the real estate market today. Click here to learn more about James Nelson.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Deb imparts crucial advice on creating a striking first impression with institutional investors, a potential game-changer for your business. We further discuss the importance of hiring experienced professionals for roles such as investor relations and capital raising. Moreover, Deb emphasizes maintaining your company's unique identity while integrating new systems - a critical balance to strike.
But this episode isn't just about business strategy. We also explore Deb Smith's personal journey, her unwavering dedication to task completion, whether managing billion-dollar deals or maintaining her home. Learn about Deb's disciplined routines like running and regular Wall Street Journal reading that have significantly contributed to her success.
She stresses the importance of due diligence for retail and passive investors and urges them to fully comprehend the documents they sign. Tune in to this insightful episode packed with expert advice and industry secrets from a seasoned real estate professional.
Connect with Deborah Smith on LinkedIn and visit her company's website to understand their services better and how they can help you navigate the real estate market.
Connect with Deborah on LinkedIn
The Center Cap Group
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In today's challenging economic environment, securing investment capital can be a daunting task, particularly with the downward trend in property values. So, what should a smart investor do? Join us as we discuss these complexities with expert Deborah Smith. We explore how an increasingly discerning investor landscape is triggering major shifts in products, markets, and risk-reward balances. However, there remains a pool of investors holding onto their capital, ready to strike when the right opportunity arises.
Successfully maneuvering through the labyrinth of capital raising demands an astute understanding of various institutions, investor types, and identifying lucrative market segments. Deborah Smith offers invaluable insights into these elements, examining the roles of clients and counterparties. We delve into why certain investment opportunities appeal to institutional investors and how businesses can enhance their attractiveness to these potential financiers. Additionally, we highlight the criticality of a robust framework comprising standard protocols, investment committees, and underwriting standards.
A key aspect of interacting with institutional capital involves recognizing your business's potential and pinpointing its strengths. To offer an all-inclusive guide, we explore diverse strategies to expand businesses via product distribution and geographical reach. She underscores the significance of thorough documentation, encompassing company mission, deal management, and investor communication. Lastly, we touch upon the importance of networking and fostering strong ties with institutional investors, equipping you with the necessary knowledge to navigate this intricate terrain. Tune in for a deep dive into the intriguing realm of institutional capital.
Don't miss out on the chance to connect with Deborah Smith on LinkedIn and to visit her company's website for a comprehensive understanding of their services and how they can guide you through the complex real estate market.
Connect with Deborah on LinkedIn
The Center Cap Group
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Navigating the intricate landscape of the real estate market can seem daunting. Let Deborah Smith, co-founder and CEO of The Center Cap Group simplify it for you. With 25 years of banking industry experience and extensive knowledge in capital raising, business institutionalization, and real estate market dynamics, Deborah is your ideal guide to achieving success in this ever-changing sector.
Join us as we delve into the realm of real estate investments with Deborah, where she provides an insightful forecast for the upcoming five years. Gain valuable perspectives on managing underwriting teams, the rise of new asset classes, and the shift in investment discourse from high returns to sustainable cash flow and yield. Deborah's analysis offers a practical understanding of the real estate market, crucial for navigating the challenging waters of corporate and capital raising investments.
In this enlightening conversation, Deborah not only discusses the financial aspects of business but also stresses the importance of character in team building. She underscores the value of open dialogue and strong relationships in making informed business decisions. Learn about her views on the current interest rate environment and the advantages of opting for fixed-rate debt.
Tune in to this episode for an engaging exploration of the real estate market, filled with priceless advice and insights from Deborah Smith, an expert in the field. Her rich experience and deep understanding of the market intricacies will illuminate your path to success in real estate investments.
Don't miss out on the chance to connect with Deborah Smith on LinkedIn and to visit her company's website for a comprehensive understanding of their services and how they can guide you through the complex real estate market.
Connect with Deborah on LinkedIn
The Center Cap Group
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Curious about the potential of podcasting for your brand? Join Brian Pickerel from Vox Valens Media as he demystifies this burgeoning digital medium, equipping you with practical knowledge to launch an impactful and engaging podcast. Discover how this tool can elevate your brand visibility, customer interaction, and more importantly, establish thought leadership. Brian explains the convenience and audience preference that are driving a podcasting resurgence, illustrated by real-world examples of businesses that have seamlessly integrated podcasting into their marketing strategies.
Delve deeper with Brian as he outlines five implementable steps to jumpstart your successful podcast journey. Gain insights into understanding your target audience, devising invaluable content, and maintaining a regular release schedule that retains your listeners' interest. Decode the power of collaboration and how inviting guests to your podcast can lead to mutual promotion and an expanding audience. Particularly for those in the B2B sector, Brian uncovers the exceptional potential of podcasting as a lead generation instrument. Lastly, Brian narrates his personal transition from full-time ministry to podcasting, providing insights on redefining purpose during career transitions.
Don't miss out on more insights and advice from Brian! Connect with him on LinkedIn for his latest updates, thoughts, and discussions. Also, make sure to visit the Vox Valens Media website to explore more about our work and how we can help you amplify your brand's voice through podcasting. Click the links now and join our growing community of podcast enthusiasts!
Brian on LinkedIn
Vox Valens Media
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight episode with Nick, we delve into his extraordinary journey of escalating his managed assets from a modest 3 million to an astounding 300 million in a short span of three years. Nick unveils his distinctive, mission-oriented and values-led approach to structuring his private equity fund. Prioritizing the needs of his investors, he underscores the significance of generating value for both tenants and investors alike. Join us as Nick recounts his inspiring narrative of transforming a deserted 40,000-square-foot office building into a bustling school, showcasing the significant influence his innovative approach to property management has wielded.
The conversation takes a sobering turn as we discuss the collapse of Silicon Valley Bank, which suffered losses amounting to billions due to increasing interest rates on real estate assets. Nick offers priceless insights on asset protection during such unstable periods, emphasizing the criticality of securing fixed-rate debt. His resilient spirit and optimism serve as a beacon of hope, reminding us that even the harshest winter is followed by the promise of spring.
As we delve deeper into our discussion, we explore how Nick, alongside his wife, successfully expanded their property management company from a mere handful of employees to a robust team of 30 within a single year. His triumphant journey stands as a testament to the power of dedication, relentless hard work, and strategic decision-making, such as incorporating organizational functions in-house. We also touch upon Nick's approach to team building, his strategies for hiring and managing staff, and his unique philosophy that likens hiring to a game of drawing cards. This episode is brimming with practical advice, enlightening experiences, and motivational stories that are sure to benefit both seasoned and aspiring real estate investors.
**Full Interviews:
https://lifebridgecapital.com/2023/03/28/ws1619-operating-a-real-estate-business-with-compassion-part-1-nick-stageberg/
https://lifebridgecapital.com/2023/03/29/ws1620-operating-a-real-estate-business-with-compassion-part-2-nick-stageberg/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight from our previous episodes, prepare to be drawn into an intriguing dialogue with Rob as he shares valuable insights from his extensive experience in real estate deal structuring. He firmly believes in the three pillars of a successful deal: acquiring at the right price, establishing the appropriate structure, and ensuring effective execution.
Rob presents an in-depth overview of deal formulation, highlighting the vital factors to consider when handling debt, and explains why a well-structured deal can lead to the most favorable outcomes. He generously offers practical advice to ensure you're not missing out on any potential gains. Understand the significant roles of interest rates, leverage, term length, and maturity in the world of real estate.
Moreover, we dive beyond the basics, exploring the finer details of mezzanine debt and preferred equity. Discover the art of syndication and joint ventures, delve into the potential of mini syndication, and gain an insider's perspective on how to secure the best possible deal when raising capital for your project
Rob's palpable passion for real estate investment and syndication is truly contagious. These episodes are guaranteed to leave you enriched with a wealth of knowledge and insights. So, sit back, tune in, and allow Rob to transform your understanding of real estate investment.
**Full Interviews:
https://lifebridgecapital.com/2022/12/13/ws1514-the-importance-of-deal-structure-rob-beardsley/
https://lifebridgecapital.com/2022/12/14/ws1515-finding-deals-amid-the-current-economic-climate-rob-beardsley/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Have you ever felt shackled by the infamous 'golden handcuffs'? What if there was a way to break free and chart your course towards financial freedom? Dive into this captivating dialogue with renowned entrepreneur and executive, David McIlwaine , who has successfully navigated this journey. David's resilience, evident through his transition across three careers and layoffs, is a testament to the power of taking charge. With more than two decades in the real estate industry, he reveals his secret weapon: empowering others by teaching them to ask insightful questions that lead to a comprehensive understanding and control over their financial decisions.
Are you prepared to elevate your financial literacy? As a top-notch sales executive, David found himself overseeing an additional $50,000 per month, triggering a deep dive into the world of financial decision-making. He guides us through the exhilarating process of pinpointing and analyzing investment opportunities, adeptly balancing between persuasion and manipulation. By encouraging the right questions, David sheds light on how to foster personal financial literacy, comprehend risk tolerance, establish attainable goals, and develop robust investment strategies.
From feeling confined to embracing empowerment, David highlights the paradigm shift towards financial independence. He unveils his unique approach to reverse engineering goals, paving the way towards this desirable state of financial autonomy. We explore the potency of mentorship and the beauty of giving back, as David shares his personal experiences with philanthropic organizations like the Boys and Girls Club and Habitat for Humanity. Tune in to be genuinely inspired, equip yourself with practical knowledge, and take that initial step in breaking those golden handcuffs to actualize your financial aspirations.
Don't forget to catch more of David's insights on his podcast, Break Your Golden Handcuffs, and for a tailored investment strategy, be sure to visit his website at http://www.macassets.com
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Are you interested in learning the tricks to thriving in real estate investment? You won't want to miss our upcoming interview with Alex Kingman, co-owner and head of marketing and investor relations at KGI Capital. Alex's experience in sales and marketing has been instrumental in building strong relationships with investors, understanding their needs, and delivering value through strategic networking.
In our chat, Alex shares her journey into multi-family syndications and emphasizes the importance of building a strong team for exponential growth. She also provides valuable insights into how she maintains robust investor relations, from identifying their goals to tracking their preferences and presenting them with deals that align with their objectives.
We also discuss the significance of persistence and discipline in professional success. As someone who has worked in the health and wellness industry, I share my own experiences and lessons learned. We wrap up the conversation with Alex's top tips on attracting investors, delivering top-notch service, and her recommended resources for those wanting to learn more about her journey and business.
Don't miss this opportunity to learn from Alex's expertise and take your real estate game to the next level!
Link Mentioned:
https://www.investwithkgi.com/
https://www.linkedin.com/in/alex-kingman-033815241/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Have you ever considered how to boost the performance of your real estate investment? Join us for an enlightening journey into the realm of real estate tax savings and cost segregation with Wes Mayberry, owner of 1245 Consulting and a seasoned professional with a 15-year track record in cost segregation studies. Wes unravels the potential of income-generating properties and the leverage to counterbalance tax liabilities with depreciation. Understand why cost segregation could revolutionize your commercial real estate portfolio.
In this deep-dive discussion with Wes, we dissect the workings of cost segregation and its crucial function in amassing depreciation and minimizing income tax liabilities. Uncover how both General Partners (GPs) and Limited Partners (LPs) can exploit the benefits of cost segregation, unravel the intricacies between passive and non-passive losses, and steer through the detailed process of obtaining a cost segregation study. Wes imparts his knowledge on how varying asset classes and business plans can affect the feasibility of this wealth-enhancing strategy.
We further delve into the specifics of cost segregation for commercial and short-term rental real estate investments. Wes navigates us through critical elements of the cost seg study, including determining land value at the time of property acquisition and mastering the complexities of managing recapture tax. Additionally, we explore what differentiates 1245 Consulting from the competition, and how you can embark on your real estate investment journey. Conclude your listening experience with Wes' investment advice and the prospects of branching out beyond the multifamily space.
Link Mentioned:
https://www.1245consulting.com/https://www.linkedin.com/in/wes-mabry-1ba15588/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Get ready for an insightful episode as we engage in a deep conversation with Alex Tam, the founder of Zephyr Equity Group. From a chiropractic doctor to a successful entrepreneur, Alex's journey is truly compelling. Listen in as he unravels his unique experiences in capital raising, investor relations, and the art of fostering relationships for business success.
What sets this episode apart is Alex's innovative use of virtual assistants (VAs) to scale his business. He highlights the power of delegation and the importance of choosing the right VA to handle tasks like social media management, graphic design, and advertising. With an impressive team of 11 full-time VAs, Alex shares invaluable insights on how he expanded his operations and offers tips from the book 'Who, Not How' on finding the perfect VA.
As our conversation draws to a close, Alex delves into his real estate ventures and entrepreneurial escapades. He imparts wisdom on what he would have changed when he first entered real estate, his preferred channels for meeting new investors, and the vital metrics he uses to measure success. From sharing his productive daily habits to his thoughts on passive income, Alex provides a comprehensive view of his professional life. He also discusses how he balances work with family time and his commitment to giving back to the community.
So, strap in and join us on this captivating journey with Alex Tam!
For those interested in reaching out to Alex Tam for further discussions or inquiries, you can contact him directly at 775-717-0090. Please remember to respect his time and privacy.
Links Mentioned:
https://www.linkedin.com/in/dralextam/https://zephyrequitygroup.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode of The Real Estate Syndication Show, guest host Brian Pickerel dives into the world of podcasting equipment. Whether you're a seasoned podcaster looking to upgrade or a beginner starting from scratch, this episode provides valuable insights and suggestions to help you choose the right equipment for your needs. From microphones to audio interfaces and accessories, Brian explores various options and discusses their features, pros, and cons. The episode also touches upon the Roadcaster Pro, a popular audio production studio, and offers tips for selecting the right equipment based on your budget and recording environment.
Featured Points:
**Introduction to Vox Valens Media and their podcasting editing services.
Review of two microphones: the Shure MV 7x and the MV 7 Podcast Kit.
Discussion on the MV 7x's XLR-only connection and suitability for a soundboard
setup.
Features and accessories included in the MV 7 Podcast Kit.Introduction to the Podcast Pro Arm and its benefits for mounting microphones.
Detailed overview of the Roadcaster Pro 2 as an integrated audio production studio.
Pre-amps and inputs/outputs available in the Roadcaster Pro 2.**
Sound effects and customization options provided by the device.
Saving settings for different shows and guests for added convenience.
Alternatives to the Roadcaster Pro 2, including external recorders and direct computer connections.
Budget-friendly option: Samsung Q2U microphone and its professional sound quality.
Final tips for selecting podcasting equipment: defining needs and budget, researching and reading reviews, considering recording environment, checking connectivity and compatibility, and future-proofing investments.
Vox Valens Media's services for podcast editing, video editing, and social media management.
Important Quotes:
"The right equipment can enhance your production value, but it's your unique voice and perspective that will truly captivate your audience."
"Consider investing in equipment that allows for scalability and accommodates your future needs."
"Remember, at Vox Valens Media, we're here to assist you with your podcast editing, video editing, and social media management."
Links:
voxvalensmedia.com
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Get ready for an enlightening session as we host Dave, a distinguished titan in real estate investment, managing over 4,000 units and efficiently deploying over $750 million of capital. Dave's inspiring journey from his inaugural property purchase at 18 to becoming a powerhouse in the real estate realm is truly awe-inspiring. He generously shares how his entrepreneurial family backdrop and the book Rich Dad, Poor Dad ignited his passion for real estate, leading him to construct a significant portfolio while still pursuing his college education.
Dave's acumen extends beyond his substantial portfolio. He's a maestro in strategic growth, adeptly transitioning from single-family home investments to procuring larger assets such as townhomes. Embark on a deep dive into Dave's mindset as he imparts his unique perspectives on the significance of hands-on experience, mentorship, and forging strong relationships with property management companies, all pivotal to real estate success. Uncover the trials and victories associated with scaling from smaller to larger investments, underlining the essence of perseverance and diligence in this journey.
Lastly, Dave's insights on investment focus, deal parameters, and the merits of diversification are invaluable to any budding or experienced investor. He underscores the importance of maintaining focus and how his team's steadfast adherence to their areas of expertise has led to their continued success. Immerse yourself in his comprehensive breakdown of transparency in investments, the potential tax deferral benefits of Opportunity Zone legislation, and the critical role of tax planning. Gear up to delve into a wealth of profound advice and lessons earned from a seasoned investor's journey. Join us for this thrilling ride!
Links Mentioned:
Dave Codrea on LinkedIn
Greenleaf website
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Eager to delve into the intricacies of real estate syndication and entrepreneurship? Join us in a riveting conversation with Jake Pence, founder of Kaski and a dynamic entrepreneur who launched his own real estate firm straight out of college. We journey through his professional path, absorbing lessons he gleaned from his uncle and internships that bolstered his confidence to establish Kaski. Jake openly shares the hurdles he encountered, the significance of an asymmetric risk-reward profile, and how these shaped his decision to strike out independently.
But wait, there's more! Jake imparts wisdom on the finer points of real estate investing, emphasizing the importance of assessing market fundamentals and cultivating robust broker relationships paramount for executing successful deals. We explore the human element of managing a business, a theme rooted in Jake's stint at a real estate private equity firm. Navigating from hiring and firing his first employee, property management to personnel dealings, Jake provides an unfiltered glimpse into the challenges of running a property management company. If you're contemplating hiring a property management firm, Jake's invaluable advice on crucial questions to ask is not to be missed.
**Links Mentioned in the episode:
https://www.linkedin.com/in/jakepence/
https://investkaski.com/about/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Today, we have the pleasure of hosting John Coleman, a celebrated investment maestro, advocate of faith-driven investing, and acclaimed author. We were thoroughly captivated by his anecdotes from Atlanta, his seamless transition from a prominent firm to Sovereigns, and his fervor for creating meaningful work. His insights, sourced from his popular books 'Passion and Purpose' and 'How to Argue Like Jesus', offer a unique glimpse into the realm of faith-integrated investing.
Our dialogue with John navigates us through an intriguing expedition from his early days in investment management to his current endeavor as an author and public speaker. The pivotal moment in his life, the guidebook he penned for the Harvard Business Review, steered him towards a more gratifying career where his faith is intricately woven with his professional pursuits. His perspective on how open dialogues about values can unlock a universe of opportunities and provide a distinct direction is truly stimulating. What sets him apart is his method of making career choices, using his faith as a guiding compass and his spouse and a whiteboard as his advisory panel.
As we approach the conclusion, we delve into a critical subject - ESG and values-based investing. John eloquently elucidates the 'Avoid Embrace, Engage' framework employed in both Christian and mainstream arenas. His conviction that spiritual well-being resources can boost a company's performance introduces a refreshing viewpoint. His counsel on infusing purpose into our work and lives transcends the professional sphere, offering a blueprint to a more purposeful existence. In our session with John, we discover how to translate faith missions into investments and how to transform mundane work into a more purpose-driven undertaking. So plug in your headphones and immerse yourself in this enlightening discourse!
Link Mentioned in the episode:https://www.johnwilliamcoleman.com/
https://www.linkedin.com/in/johnwilliamcoleman
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Get ready to rethink your approach to work-life balance as we engage in a stimulating conversation with Daniel Lichtman, Director of Acquisitions at Lightwater Capital. Daniel provides a window into his diverse background in multifamily real estate and generously shares his unique strategy for achieving harmony in his personal and professional spheres. His family's intriguing ritual of a 25-hour communication hiatus each week is sure to pique your interest. We also delve into the investment philosophy of Lightwater Capital, which primarily focuses on multifamily properties and the Midwest market.
Our discussion takes an enlightening twist as we explore the advantages of investing in Indianapolis, a region where Daniel and his Lightwater Capital team have reaped considerable success. We journey through a spectrum of deals dating from the 60s/70s era right up to 2021, a narrative brimming with captivating stories. Daniel's passion for asset management is evident as he describes how this role has allowed him to positively influence their portfolio, from improving occupancy rates to expediting unit turnovers.
As we near the conclusion, be sure not to miss Daniel's insightful advice on managing multifamily assets. He underscores the importance of comprehending local markets, assessing risks, and cultivating relationships. We also illuminate the perks of syndication and the potential for passive income - a conversation you'll certainly want to be part of. To wrap up, Daniel's invaluable guidance for those aspiring to venture into the multifamily real estate realm perfectly concludes our dialogue. Tune in, and let's explore the multifamily real estate landscape together!
To connect with Daniel, simply follow the link below to his LinkedIn profile
https://www.linkedin.com/in/daniel-lichtman/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Prepare yourselves for an enlightening episode as we engage in an insightful conversation with Tom Higgins, the co-founder and managing partner of Terra Capital. Tune in to hear Tom narrate his intriguing journey into the world of real estate, and how he skillfully leveraged his salesperson license to gain an invaluable foothold in the industry.
Tom illuminates the unique business model of Terra Capital, which ingeniously amalgamates small multifamily properties into sizeable, fully renovated, and optimized portfolios. He candidly discusses the challenges that many small multifamily operators grapple with and provides practical strategies to surmount them.
In this riveting discussion, Tom delves into his transition from the private sector to the home builder development industry and the inception of Terra Capital. He offers a detailed insight into Terra Capital's innovative business approach, emphasizing their focus on acquiring and refurbishing sub-institutional multifamily properties primarily in the Midwest.
Tom shares his expert perspective on the untapped potential in smaller markets, yet to be explored by institutional groups. He sheds light on the advantages of Terra Capital's strategy, including the effective implementation of PropTech across their entire portfolio.
The conversation then shifts towards construction management. Tom recounts his experiences working on one of New York City's most significant adaptive reuse projects. He underscores the importance of efficient management of finishes, the use of straightforward contracts, and the necessity for a clear scope of work when partnering with contractors.
We delve into the challenges inherent in construction and their subsequent impact on real estate investing. Tom also shares his market predictions in the context of rising interest rates. Don't miss out on this engaging episode as we conclude with Tom's invaluable tips on scaling multifamily investments and the crucial role of construction management in attaining success in the business.
If you're interested in learning more about Tom and his company, you can visit their official website here: https://usaterra.com/team/tom-higgins/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Unlock the mysteries of infinite banking with our insightful guest, Anthony Faso. As a reformed CPA and a proud US Army veteran, Anthony not only demystifies the complex world of infinite banking but also provides valuable insights on utilizing it for financial independence. He illuminates how this uncommon method presents a perfect platform for investors, its potential risks, and factors to consider before choosing it. Plus, Anthony generously shares a link to his free course for a comprehensive grasp of infinite banking.
In our enlightening discussion, Anthony unveils his personal journey, highlighting how the 2008 financial crisis was a pivotal moment in his life. This led him to uncover the potency of passive income and the vast possibilities within the infinite banking concept. We delve into how using infinite banking to invest in syndications can yield substantial benefits. Get clear on how mastering rewards credit cards can serve as a stepping stone to understanding infinite banking. We dissect the cash cycle of investors and discuss storing your money in an account that offers superior returns and safety compared to traditional banks.
But the wisdom doesn’t end there. We dive deeper into the advantages of policy loans within the infinite banking framework. Leveraging Anthony's expertise, we analyze how to utilize the tax code to your benefit and the positive implications of interest rates paid to the insurance company. We also explore the consequences of failing to repay a loan and the options you have when loan management becomes challenging. You'll gain insights into various ways to access cash value in an infinite banking system and understand the terms of the loan. Join us in this finance-fortifying conversation with Anthony Faso and elevate your comprehension of infinite banking.
--------- EPISODE CHAPTERS ---------
(0:00:00) - Understanding Infinite Banking and Its Benefits
(0:03:24) - Understanding Infinite Banking and Passive Income
(0:09:46) - Understanding Infinite Banking and Its Benefits
(0:16:46) - The Benefits of Policy Loans
(0:26:30) - Understanding the Benefits of Infinite Banking
(0:35:05) - Understanding Loan Terms and Myths
(0:38:51) - Tracking Metrics and Giving Back
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us for a compelling conversation with Calvin Roberts, a trailblazer in commercial real estate insurance who is set to revolutionize your coverage strategy. Harnessing a century's worth of shared experience, Calvin recounts his journey from an Allstate insurance agent to the founder of Falcon Insurance Agency of Michigan. He shares how he utilizes technology, automation, and AI to craft cutting-edge insurance solutions and emphasizes the importance of having an insurance expert to secure optimal coverage and rates.
Dive into our discussion as we dissect the groundbreaking concept of a master policy approach to insurance. This novel strategy offers considerable potential for multi-property owners, possibly revealing substantial savings across their portfolio. We examine the merits and drawbacks of fragmenting a policy versus maintaining it under a single umbrella. Calvin also forecasts future insurance costs and highlights the importance of considering more than just the lowest rate. Whether you're an experienced investor, a novice, or simply curious about real estate insurance, this episode is teeming with invaluable insights.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Elijah is a testament to the power of passion fueled by expertise. Having invested in over a thousand multifamily real estate units and 100 Airbnbs, he's turned his love for travel into a flourishing lifestyle. His ability to intertwine passion with profession is truly inspiring.
In our conversation, Elijah dropped valuable insights about transitioning his business model to focus on fund of funds and investor relations. A maestro in capital raising, he shared his unique techniques and strategies, enlightening us on why he chose fund of funds opportunities over co-GP opportunities.
His wisdom extends to nurturing investor relationships, striking deals, and utilizing email marketing as a powerful tool. Particularly striking was his innovative approach to raising capital via LinkedIn, effortlessly guiding leads from the platform to his website.
Elijah's emphasis on creating educational content and executing effective email marketing campaigns was a game-changer. The discussion climaxed with tracking metrics, providing crucial insights into audience engagement and content creation.
For all aspiring investors, this episode brims with actionable strategies that could redefine your understanding and growth in real estate investments.
Full Interviews:
1689
**https://lifebridgecapital.com/2023/06/15/ws1698-owning-a-company-valued-at-150m-and-still-traveling-full-time-elijah-brown/
1699
https://lifebridgecapital.com/2023/06/16/ws1699-linkedin-strategies-to-build-your-real-estate-portfolio-elijah-brown/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Revisit a compelling highlight from our previous episode featuring Serena, a seasoned real estate investor and private lending expert. Transitioning from a brand experience agency owner to a full-time real estate investor, Serena shares her insightful journey, including her dive into syndicated mortgages and completing 26 deals in just one year.
In this enriching conversation, we debunk wealth-building myths, discuss the significance of comprehending investment risks and returns, and explore the impact of losses on your portfolio. We shed light on the tax advantages of real estate investments, along with opportunities for tax deferment using 401Ks.
We delve deeper into the world of private real estate lending, revealing strategies to leverage capital for wealth generation. Navigate through various lending tactics, understand how to mitigate associated risks, and learn the art of maximizing returns while minimizing losses.
Whether you're interested in building tax-free wealth or exploring real estate investment strategies, let Serena's experiences and our enlightening discussion guide you on your path to financial success.
Full Interview:
1685
https://lifebridgecapital.com/2023/06/02/ws1685-investing-in-real-estate-with-private-lending-serena-holmes/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the key to exponential business growth in our illuminating discussion about Lee Benson's profound book, "Your Most Important Number." Promising to reshape your perception of organizational triumph, we delve into the critical role clarity of expectations plays at every echelon of an organization and its impact on optimizing performance. We spotlight the process of uncovering the true catalysts behind your pivotal numbers, offering a novel viewpoint on how these principles can be applied not just in corporate settings, but also in nonprofits and personal life.
Furthermore, we emphasize the essential role of team alignment and well-orchestrated strategies in forging a unified and high-performing work environment. As we navigate the landscape of corporate strategy, we identify potential hindrances that might be inhibiting your progress and share our best advice for enhancing team productivity. We underscore the paramount importance of strategic decision-making and its significant influence on your organization's value. Regardless of whether you're a novice entrepreneur or a seasoned business mogul, this episode is designed to provide you with invaluable insights that will fuel your business's upward trajectory. So sit back, tune in, and brace yourself for a transformative odyssey!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Do you ever feel like you're constantly moving, yet unsure if you're truly progressing? You're not alone. In our newest episode, we delve into the importance of understanding your organization's direction and utilizing tools to track its advancement. We draw insights from Lee Benson's insightful book, 'Your Most Important Number'. We also share our personal journey at Lightbridge Capital, where strategies similar to Traction and EOS have been incorporated, and how the RRK platform has revolutionized clarity in roles, responsibilities, and expectations for our team.
Have you ever asked yourself: are you dreaming or just going through the motions? We explore this captivating idea that separates visionary leaders from those constantly putting out fires instead of concentrating on the broader vision. Concurrently, we emphasize the crucial connection between a purposeful organizational culture and financial performance.
But, we don't stop there. We transition into the field of real estate and passive investing, offering invaluable tips on building a lucrative portfolio, forming a successful team, keeping up with market trends, and optimizing your resources. Are you prepared to revolutionize your leadership and investment journey? Tune into our latest episode!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Immerse yourself in the exhilarating world of C-class multifamily assets, as we converse with real estate veteran, Amy Rubenstein. With an impressive repertoire of twenty years in the industry, Amy shares her journey from humble beginnings in Hollywood small building investments to becoming a nationwide real estate powerhouse. This episode chronicles her compelling trajectory, emphasizing her unique focus on distressed properties and sharing valuable lessons from the three downturns she has navigated.
Join us on this exciting exploration of the pivotal role that vertical integration plays in stabilizing C-class assets, guided by Amy's deep-rooted expertise. We'll delve into her perspective on the potential opportunities that arise amidst rising interest rates and how they have been instrumental for her team's success. If you're seeking insights on cultivating strong banking relationships, particularly in a landscape of escalating interest rates and limited buyers, you're in the right place. Gain first-hand access to Amy's strategies on maneuvering through such a terrain.
Secure your seatbelts as we direct the discussion towards Amy's forecasts for the real estate market over the next six to twelve months. Immerse yourself in strategies for realizing value in a down market, considerations for buying and selling such as cap rates and rent increases. Get a behind-the-scenes view of Amy's fundraising tactics and the types of investors she collaborates with. To round off, we share insights on networking with new investors, advice for passive investors, the significance of metrics, the art of swift pivoting, maintaining a positive outlook, and the importance of community contribution. Don't miss this opportunity to tap into a reservoir of knowledge and experience.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
A few years ago, I was a complete beginner, utterly oblivious to the world of podcasting. Today, after an enriching journey of over 1700 shows, I have come full circle. This episode invites you on this thrilling voyage, highlighting the ups and downs that come with podcasting. I emphasize the pivotal role a mentor plays in launching a podcast, and how their wisdom can help navigate obstacles. We delve into the daunting task of scaling a daily podcast, which involves sourcing nearly 30 guests each month and implementing efficient systems.
Podcasting isn't solely about content; it's equally about the quality of your audio and visuals. We thoroughly explore the equipment we've utilized, from the remarkable capabilities of a standard cell phone to selecting the optimal microphone and camera that offer both affordability and high-quality output. In a special segment, joined by Brian Pickerel, the mastermind behind our productions, we discuss our adopted strategies and the true value of podcasting.
As we navigate through the podcasting journey, we discuss the significance of understanding your audience and crafting content that truly speaks to them. We reflect on the invaluable lessons learned from launching a podcast, such as the need for a dedicated team, the benefits of a daily show, and the art of choosing the right guests. We conclude by discussing how networking opportunities and cross-collaboration can be harnessed to captivate and engage a broader audience. So, strap in and accompany me as I recount the peaks and valleys of my podcasting journey. Who knows, you might even find the inspiration to embark on your own podcasting adventure!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
From our modest start as aspiring entrepreneurs, Chelsea and I have always understood that success is a journey, not a destination. We've discovered the immense power of spousal support along the way. Our firsthand experiences reveal the transformative impact of having a partner who supports and actively participates in entrepreneurial ventures. We discuss how this journey has fostered personal growth, humility, leadership, and a spirit of continuous learning.
Our conversation pivots around the relationship between marriage and financial success. Drawing from our own experiences, we highlight how daily commitment to unity and understanding significantly contributes to entrepreneurial achievements. We delve deeply into the importance of making time for each other, even amidst pressing business demands. Our views on business partnerships and being open to opportunities are also shared.
Our chat takes an interesting turn as we recount our shift from real estate to the tranquility of farm life. The joy of realizing a long-held dream of owning a farm and its positive effect on our family life is a cherished experience. Our horse training business, Straight Path Horses, has brought us enormous joy and satisfaction. We wrap up the episode with a heartfelt discussion on our philanthropic endeavors, especially our support for families through adoption and fundraising efforts, and the work of the Life bridge Capital Foundation. You won't want to miss it!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
As we journey retrospectively through our experiences in real estate syndication, Chelsea and I find a common thread - the unity and faith we discovered in each other and in God, which served as our guiding beacon. Interestingly, one of our initial disagreements stemmed from a purchase I made without consulting Chelsea. Today, we laugh about it, but it serves as a valuable lesson on the importance of synchronicity, particularly when steering through a mission that began long before we reached where we are today.
We delve deeper into our narrative as we ponder over our adoption journey. A path steeped in faith, it led us to unexpected destinations like Ethiopia, culminating in the adoption of our son, Samuel. We candidly discuss the financial aspects of the adoption process, the divine intervention in our second adoption, and express our thoughts on the need for a more streamlined process. We highlight the vital role of family and church support during such transformative times.
At the core of our adoption journey, we birthed the Life bridge Foundation. We explore how our experiences shaped our mission, and the subsequent blessings that Life Bridge Capital has extended to many. Our conversation shifts towards our 13 years of marital bliss, the grace it has been immersed in, and its influence on our personal and professional lives. We emphasize the potency of faith and a strong partnership in real estate syndication and wealth building, drawing parallels from our own journey.
So, come along with us as we navigate through our experiences, lessons learned, and the faith that has served as our bedrock. Whether you're intrigued by real estate, adoption, or simply keen to listen to a story of faith and personal growth, we believe our dialogue will strike a chord with you.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Ever wondered how entrepreneurship can test your resilience and faith? Buckle up, as my wife Chelsea and I, spill the beans on the struggles and blessings of starting a business. Experience the rollercoaster ride of establishing a podcast amidst moving homes, adopting our third child, and grappling with financial challenges. This entrepreneurial journey pushed our boundaries, opening our eyes to the unwavering commitment required while shedding light on the surprising joys, and divine intervention we encountered along the path.
In this unique episode, we dig deep into the emotional and financial toll of over commitment on family life. Chelsea and I share our arduous journey of how we faced unexpected financial implications, from adoption to podcast production, and the surprising industry support that came our way during our trying times. Listen in as we reveal the risky investment that turned into an unexpected blessing and how we forged a stronger bond amidst adversity. This heartfelt story isn't just about entrepreneurship triumphs and trials, but a testament to how faith, resilience, and family can turn even the most challenging circumstances into blessings.
If you’re passionate about adoption and want to learn more about Sewell family story, click the link below.
https://lifebridgecapital.com/sewell-family-story/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us for an inspiring journey filled with unexpected twists and turns, as my wife Chelsea and I share our story of triumph over financial adversity. Our experiences navigating student debt, chasing opportunities, and building wealth through real estate will motivate and inspire you to pursue your own financial goals.
We'll take you on a journey from our humble beginnings in households where financial education was not a priority, to the chance encounter that sparked my career as a federal agent. Along the way, we'll share the valuable lessons we learned from following Dave Ramsey's principles to pay off our debts and avoid bad debt.
Our story will also cover the ups and downs of owning rental properties and how we pivoted to commercial real estate to build our wealth. From transitioning between multiple homes to understanding the nuances of real estate syndication, every move we made was a stepping stone to success.
This episode isn't just about our achievements in real estate syndication - it's a testament to the power of partnership, resilience, and adaptability. So join us as we share our journey and the valuable insights we gained along the way.
If you're passionate about adoption and want to learn more about how Life Bridge Capital supports this important cause, click the link below.
https://lifebridgecapital.com/sewell-family-story/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us on a heartfelt journey as we share how our personal calling to adopt has blossomed into a mission to help other families do the same. Our guest, Joel Bremner, also shares his transition from a professional musician to a guiding figure in our foundation, demonstrating the transformative power of a purpose-driven life. His story is a testament to the positive impact of dedicating oneself to a cause greater than one's self.
It's not just about sharing our journey, but rather, encouraging you to become part of our mission. We explore the role of our real estate syndication show in helping you build wealth in real estate, while our foundation brings you the opportunity to change a child's life. The highlight of our talk is the introduction of a new no interest loan program, which is designed to equip more families with the resources they need to adopt. Come, join us on this journey and be a part of something, whose reward is beyond any monetary measure.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode , we welcome back Cowboy Joe to share his incredible journey from homelessness in '08/'09 to his current success in real estate development. Listen in as he shares valuable insights on capital structures, debt, equity, and the importance of reserving money to handle downturns. Cowboy Joe emphasizes the power of having equity partners in projects and the opportunity cost of not having liquid money on hand.
We also discuss critical components of the capital structure, including debt and equity, and explore important metrics such as LTV, DSCR, and BER to measure the health of a project. Cowboy Joe breaks down loan costs and how to identify the best loan for a project, while stressing the importance of having a minimum of six months of reserves. He also talks about the importance of protecting investments and having alternative plans if something unexpected happens.
Cowboy Joe's journey to financial independence is truly inspiring. In this episode, he highlights the importance of maintaining balance, prioritizing health, and evaluating new ideas. Listen in as he shares his thoughts on the capital structure and the metrics he uses to measure the health of his investments. Don't miss this opportunity to learn from Cowboy Joe's experiences and apply his valuable insights to your own real estate investments.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
What happens when a multi-millionaire loses it all? Join us as we get up close and personal with the inspiring Cowboy Joe, also known as Joe Marques, who shares his incredible journey from being raised on a ranch to achieving millionaire status, only to lose it all in the 2008-2009 financial crisis. Through his struggles, Joe discovered a passion for teaching passive investors and entrepreneurs about money flow management and capital structures, ultimately leading him back on the path to financial success.
Cowboy Joe reveals his granddaddy's unique perspective on money and the importance of having a purposeful routine, allowing you to balance your perspective on life's events. Don't miss out on his enlightening insights on debt, equity, and the comparison between the 2008-2009 crisis and today's market. Get ready to learn valuable lessons for both passive and active investors, and uncover the power of resilience, reflection, and financial wisdom through Cowboy Joe's extraordinary story.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
How do two seasoned real estate investors with complementary skill sets build a successful partnership? In this engaging episode, we chat with Peter and Ron about their unique approach to syndicating affordable single-family rentals and how they've managed to thrive in the industry. Peter shares his background in raising capital for distressed mortgage investment funds, while Ron brings his extensive 25-year experience in construction, investment, finance, and consulting to the table.
We also discuss the importance of understanding potential investors' fund structures, strategies, benefits, pros, cons, and risks. Peter shares his tips on tailoring communication to individual needs, and we explore the advantages of company webinars and live streaming to give potential investors the opportunity to ask questions and gain more information. Furthermore, we delve into the topic of single-family investments and why it's an attractive option for many investors.
Join us as we navigate the challenges investors face when considering these types of portfolios and how Peter and Ron's focus on single-family affordable housing can help overcome these obstacles. Learn about the price range of the properties, the process of converting them to single-family rentals, and the beta tests that proved their success. Our guests also discuss the importance of preparing for a downturn when focusing on affordable housing and share their unique ways of giving back. Don't miss this insightful conversation with Peter and Ron!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
What does it take to succeed in the world of real estate syndication? Join us as we sit down with Jack Martin, co-founder of 52TEN, an Arizona real estate investment firm focused on mobile home parks. Jack gives us a behind-the-scenes look at his journey in the real estate world, spanning thousands of properties across several asset classes, and shares his personal superpower - relationship management.
Throughout our conversation, we explore the crucial role of relationship building in not only acquiring assets, but also raising capital. Jack shares his strategies for forging connections with asset owners, brokers, and investors alike, emphasizing the importance of reliability and transparency when it comes to reporting and cash flow distributions. Don't miss out on these valuable insights that will undoubtedly help you find more deals and raise more capital.
Finally, Jack and I discuss the power of gratitude in our lives and how it can impact our real estate ventures. He shares his experiences of recognizing and being thankful for the small miracles that occur each day, allowing him to experience joy and happiness on a daily basis. Discover how incorporating an attitude of gratitude into your real estate investment journey can lead to greater success and fulfillment.
Full Interviews:
1669
https://lifebridgecapital.com/2023/05/17/insights-from-the-mobile-home-park-industry/
1670
https://lifebridgecapital.com/2023/05/18/ws1670-building-wealth-through-relationships-insights-from-the-mobile-home-park-industry/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
How can you protect your business and investments in an uncertain world? Join me in this insightful chat with Josh Cantwell, CEO of Freeland Ventures and a Strategic Real Estate Coach. With over 40 million managed in private money and owning more than 3,000 apartment units, Josh shares his wisdom on de-risking our real estate investments and finding balance in life.
We discuss nine strategic ways to safeguard your business, including growing at your own pace and assembling a team capable of handling day-to-day operations. Furthermore, Josh highlights the importance of setting up real estate partnerships correctly and having multiple swim lanes for a smooth-sailing team structure. Packed with valuable information and strategies, this episode is a must-listen for anyone seeking to de-risk their business and enjoy life to the fullest. Don't miss out!
Full Interviews:
1662
https://lifebridgecapital.com/2023/05/10/ws1662-9-ways-to-de-risk-your-investment-part-i/
1663
https://lifebridgecapital.com/2023/05/11/ws1663-9-ways-to-de-risk-your-investment-part-2/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
How do you convert leads in the real estate investing world without coming off as just another salesperson? Join us for an insightful conversation with our guest, Mark Updegraff, the CEO of Raise Capital. With a background in technology, photography, and a passion for providing affordable and sustainable housing, Mark shares his unique approach to lead generation and conversion in the real estate investing world.
We chat about Mark's innovative strategies for cold calling, building relationships with potential leads, and how he uses lead management and automation to identify clients' needs and follow up effectively. Discover how Mark trains a chatbot to sound like him and generates content using prompts, and how he's exploring the exciting world of AI for real estate and content creation.
But that's not all – we also discuss the importance of tracking metrics and giving back in both our professional and personal lives. Learn how Mark measures his success, schedules quality time with his family, and follows his father's wise advice. Plus, hear about his plans to join his parents on mission trips to Honduras and assist with the reconstruction of villages. Don't miss this engaging conversation with Mark Updegraff, and be sure to grab his free guide on marketing for capital raisers at raisecapital.com/Whitney.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Why is value-add multifamily investing considered the best performing commercial property asset class? In our recent conversation with Zach Winter, we explored the attractive aspects of this investment strategy and its potential to rapidly increase value and net operating income. We also delved into the reasons why many investors choose this approach over ground-up development as a means to generate cash flow quickly.
As we shifted our focus to passive investing, we examined the factors that investors should consider when comparing multifamily and ground-up investments, such as contingency plans for unexpected delays and the importance of adhering to underwriting criteria. Zach shared his insights on the risks and rewards of investing in ground-up apartment complexes and offered advice on making the transition from a W-2 job to a real estate investor.
Lastly, Zach imparted valuable real estate investing and networking advice, emphasizing the significance of setting aside a contingency budget, leveraging an online presence, and adopting a patient approach when analyzing deals. In addition to sharing his thoughts on meeting new investors and tracking important metrics, Zach discussed the habits that yield the highest return and the importance of giving back as a means of showing appreciation. Join us for an insightful conversation with Zach Winter as we navigate the world of real estate syndication and multifamily investing.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the ins and outs of real estate syndication and legal counsel with our special guest, Zach Winner, founding partner of Prosperity CRE. With over 30 years of experience as an attorney in the real estate industry, Zach shares invaluable insights into his journey from investing in single-family homes to scaling up to commercial real estate, focusing on value add multifamily properties and industrial flex office parks. You won't want to miss this episode packed with exclusive strategies, expertise, and tips for both seasoned and aspiring investors.
We also delve deep into the critical importance of language in legal documents, exploring how joint venture agreements, security docs, and private placement memorandums must be tailored to guarantee project success. Learn from Zach's experience in both transactional and litigation work as we discuss the significance of involving legal counsel in reviewing documents such as LOIs and purchase and sale agreements. Plus, understand the essential relationship between operators and counsel when managing legal documents. Tune in now to unlock this treasure trove of real estate wisdom!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join me in this fascinating episode as I welcome Brady Hoffpauir, founder of Ridgeline Equity, to discuss his journey from engineering management to transformative real estate investing. Listen in as Brady shares the challenges and opportunities he encountered while transitioning from single-family homes to commercial residential apartment buildings, and how his engineering background played a significant role in understanding the bigger picture of managing large projects and risks.
Brady's unique approach to real estate investing is centered around purposeful deals and making a positive impact on communities. In our conversation, we explore the importance of understanding the story of a property, not just the story you want to tell, and how a purpose-driven mindset can help you protect your investments. Brady also shares valuable insights on multifamily investing and how it's a great strategy for those just starting out in the real estate world.
Finally, we discuss the significance of mentorship and generosity in real estate investing. Brady emphasizes the importance of giving back and creating tangible positive impacts through real estate investments. As we wrap up our conversation, he shares his views on navigating the current market, the power of having a freedom map to guide your investment decisions, and his predictions for the next six to twelve months. You won't want to miss this engaging and insightful episode with Brady Hoffpauir!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Can you imagine transitioning from the military to financial services and then finding success in the world of self-storage real estate? Our guest Frank Scappaticci, partner and co-founder of Gray Line Investments, has done just that, and shares his incredible journey with us. We discuss how Frank and his business partner navigated the world of self-storage, and how this unique asset class is insulated from rent control laws. Plus, Frank offers valuable insights into the current state of the self-storage market and tips for raising money.
Frank's experience in both the military and financial services has shaped his approach to attracting investors and refining their capital raising strategies. We explore the importance of understanding levered yield on cost to navigate fluctuating interest rates, and discuss strategies for casting a wider net for capital. Frank's insights are not only valuable for those investing in self-storage, but for anyone looking to raise funds for their ventures.
Transitioning from a military background to financial services is no easy feat, but Frank Scappacci has managed to excel in both fields and shares his best habits and personal rules of success with us. We also discuss the current real estate market and how to prepare for a downturn, as well as the crucial role metrics play in achieving personal goals. Lastly, learn how Frank's commitment to exercising four days a week and his network from West Point have contributed to his success. Don't miss this captivating and inspiring conversation with Frank Scappaticci!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
What does it take to create a truly standout apartment community in today's competitive market? We had the pleasure of discussing modern amenities in ground-up construction with Michael Zaransky, founder and managing partner of MZ Capital Partners. Michael shares his extensive knowledge about how to cater to the live, work, and play mindset of today's renters, emphasizing the importance of providing a high-end communal experience and features that create a 'wow factor.'
We also explore the vital aspects of real estate development and market analysis, from transportation and retail infrastructure to the significance of proxy indicators such as the presence of major banks or retailers. Michael highlights the value of reviewing occupancy rates and market data from subscription services such as CoStar and Xco, as well as the importance of visiting potential sites in person to get a true feel for the market.
Lastly, we delve into the world of real estate underwriting and the power of giving back to the community. Michael shares his insights on the importance of being patient with investments, the role of referrals, and how luck has played a part in his success. Join us in this informative and inspiring episode, and learn from a true expert in the field.
Full Interviews:
1431
https://lifebridgecapital.com/2022/09/21/ws1431-what-renters-want-in-apartment-amenities-michael-zaransky/
1432
https://lifebridgecapital.com/2022/09/22/ws1432-how-to-find-the-best-multifamily-submarkets-michael-zaransky/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
What does it take to transition from Wall Street to commercial real estate? Join us as we welcome Craig Berger, founder of Avid Realty Partners, to share his insights on making the leap and creating value for investors. Explore Craig's journey and learn from his experience, as well as the importance of first hires, deal sourcing, broker relationships, and understanding the economy and market in the commercial real estate space.
Discover commercial real estate deal sourcing strategies with Craig as he discusses Avid Realty Partners' value-conscious approach. Learn about their focus on building a diversified portfolio of A's, B's, and C's across growth markets, the metrics they use to determine deal worthiness, and Craig's strategy for deciding whether a deal should be a long-term purchase or a short-term trade. This episode is packed with valuable insights for anyone interested in commercial real estate.
Craig also shares his thoughts on the current inflation, what's driving it, and the impact of the Fed's quantitative easing and rate hikes. Drawing on his expertise from Wall Street, we delve into the current administration's spending programs and the factors Craig takes into consideration when underwriting deals. Don't miss this incredible opportunity to learn from Craig's experience and expertise in both Wall Street and commercial real estate!
Full Interviews:
1506
https://lifebridgecapital.com/2022/12/05/ws1506-why-i-left-wall-street-for-commercial-re-craig-berger/
**1507
https://lifebridgecapital.com/2022/12/06/ws1507-source-deals-like-a-pro-craig-berger/
1508
https://lifebridgecapital.com/2022/12/07/ws1508-keeping-yourself-informed-amid-inflationary-market-craig-berger/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
What if you could raise millions of dollars for your real estate ventures with the power of LinkedIn? In this insightful conversation, our guest, Elijah Brown, generously reveals his strategies for raising capital in the current market environment. From leveraging thought leadership and email marketing software to attract a larger pool of investors, to his successful LinkedIn strategy, which has helped funnel potential investor leads and build his presence as a thought leader.
Elijah's experience in networking ranges from close connections to coworkers and retail investors to institutions. He shares his techniques for leveraging investments, from using a club of friends and family to his current methods of utilizing software to schedule posts a month in advance. While nurturing relationships with potential investors, Elijah also explains how he efficiently manages his work time while traveling using tools like Calendly for meeting scheduling and blocking off certain time slots for meetings.
As we discuss scaling his team and partnering with other fund managers, Elijah sheds light on how he leverages Upwork to hire skilled freelancers for tasks such as creating content and drafting legal documents. We also touch on the potential of AI and the importance of preparing for a downturn by ensuring sponsors aren't overpaying for assets and maintaining a high debt service coverage ratio. Don't miss this valuable episode where Elijah Brown shares his secrets to raising capital and building wealth through real estate.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Ever wondered how the world of real estate syndication and investment truly works? Join us as we sit down with Elijah Brown, co-founder of Gold Hawk Capital, and unravel the secrets of cashflow modeling, co-sponsorship, and the fund-to-fund model. With his expertise in REITs, senior housing, and raising capital, this episode is a treasure trove of invaluable insights for real estate investors.
Listen in as Elijah shares his transition from working in REITs and senior housing to co-founding Gold Hawk Capital, focusing on value and multifamily properties, and short-term rentals. He also reveals how his lifestyle change to traveling full-time impacted his career, leading him to shift his focus to raising capital and fund-to-fund opportunities. We dive into the complexities of cashflow modeling, the legalities of co-sponsorship, and the pros and cons of single-asset or multi-asset deals.
Elijah also discusses the waterfall structure, the costs of setting up a fund, and his experiences in negotiating better terms with large check sizes. Whether you're a seasoned investor or just starting in the real estate game, this episode is packed with practical tips and unique experiences that will undoubtedly expand your knowledge and improve your investment strategies. So don't miss out on this opportunity to learn from one of the best in the industry!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Ever wondered how to perfect your pro forma budgeting for real estate investments? This episode is a goldmine of valuable insights as we sit down with seasoned broker and senior managing director at Greysteel, Doug Banerjee. Doug generously shares his expertise on everything from calculating reserves to avoiding common pro forma mistakes, as well as the importance of vetting your general partner and management team before investing in a property.
As we dive deeper into the world of real estate investing, Doug enlightens us on the impact of scale, supply chain issues, and inflation, and why it's essential to consult a tax expert when considering real estate taxes and insurance. We also explore the differences between in-house and third-party management, discussing the pros and cons of each, and learn about the dramatic increase in payroll growth over the past decade.
Closing out this information-packed episode, Doug shares his personal metric of finding a balance between work and family, while also touching on the significance of vendor connections, pricing power, and the size and geography of your business. We also delve into the typical amount of reserves operators have in place from day one, and the crucial aspect of budgeting for CAPX projects. Don't miss this fantastic opportunity to learn from an industry expert and level up your real estate investment strategies.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Have you ever considered investing in commercial real estate, but felt overwhelmed by the process? Join us as we chat with seasoned expert Doug Banerjee, a senior managing director at Grace Deal multifamily investment sales brokerages in Dallas. With a wealth of knowledge and experience, Doug shares invaluable insights on the importance of budgeting, asset management, and operations in the multifamily market.
We explore the intricacies of being a commercial real estate broker and the advantages of working with a specialist in the right market. Doug also dives into the lucrative tax laws and benefits that come with real estate investments, and he compares the volatility of the stock market to the tangible assets of real estate. If you've ever wondered about the current state of the multifamily real estate market, don't miss this episode with Doug as he discusses cap rates, values, and the potential for market fluctuations.
Ready to connect with Doug and learn more about building wealth through real estate syndication? Find him on LinkedIn and email, and be sure to share the Real Estate Syndication Show with your friends. Together, let's discover the power of investing in commercial real estate and unlock the secrets to a prosperous future.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
**Ever wondered how to turn a small investment into massive returns? Our guest Mark Podolsky did just that, transitioning from a miserable life as an investment banker to a successful entrepreneur in the world of land flipping. In this eye-opening episode, Mark shares his journey to achieving success in this niche industry, completing over 6,000 land deals, and teaching others how to do the same.
Discover the ins and outs of raw land investing as Mark explains his unique model for creating cash flow from land investments. Learn how to assess property value, send offers, and advertise to potential buyers with the help of Mark's LG Pass software, which automates the land investing process. If you're curious about land flipping, this episode is packed with valuable insights you won't want to miss.
But it doesn't stop there – we also dive into the essentials of building and scaling a land flipping business. From hiring virtual assistants and key team members to implementing automation software, Mark shares his secrets for achieving exponential growth in this exciting industry. Plus, we discuss the potential of AI and chatbot technology to revolutionize land flipping. Tune in for this fascinating conversation that could inspire you to think outside the box and scale your own business to new heights!**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
What does it take to scale a multifamily real estate business from just one single-family home to over 1,000 properties in less than a decade? Join us for an enlightening conversation with Steve Gesis, an expert in the multifamily real estate world, as he shares his incredible journey from immigrating to the United States from Odessa, Ukraine and co-founding Smartland. Steven and his partner, Vadim, leveraged their complementary skill sets to create an entrepreneurial operating system that propelled their business to success.
**Full Interviews:
1534
https://lifebridgecapital.com/2023/01/02/ws1534-scaling-from-single-family-to-multifamily-steven-gesis/
1535
https://lifebridgecapital.com/2023/01/03/ws1535-what-is-heavy-value-add-steven-gesis/
1536
https://lifebridgecapital.com/2023/01/04/ws1536-top-value-adds-to-force-appreciation-steven-gesis/**
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join host Whitney Sewell in this episode of The Real Estate Syndication Show as he interviews Mark Kappelman, an expert in property accounting and founder of a real estate accounting company. They discuss the benefits of outsourcing property accounting versus hiring in-house, the key areas of property accounting, and effective communication strategies for seamless collaboration. Whether you're a seasoned real estate investor or just starting out, this episode will provide valuable insights into optimizing your accounting processes.
https://www.linkedin.com/in/markkappelman/
Key Points:
The advantages of outsourcing property accounting: speed of implementation, scalability, no single point of failure, cost-effectiveness.
Key areas of property accounting: bank reconciliations, accounts payable, financial statement closed process.
The importance of specialized expertise in real estate accounting and understanding the intricacies of different software platforms.
Communication strategies for successful collaboration: designated accounting point of contact, weekly or bi-weekly calls, quick email response times, open phone communication.
The role of outsourcing in streamlining communication between the bookkeeping team and CPA firm.
Key Quotes:
"The riches are in the niches. Specializing in property accounting allows us to provide targeted expertise to our clients in the real estate industry."
"Outsourcing property accounting offers speed, scalability, and a built-in backup system, ensuring uninterrupted accounting processes."
"Property managers and owner operators don't need accountants; they need accounting outcomes. We focus on delivering accurate and timely bank reconciliations, AP management, and comprehensive financial reporting."
"Effective communication starts with a designated point of contact who takes ownership of the accounting process and ensures prompt responses to inquiries."
"Collaboration between outsourced bookkeepers and CPA firms is facilitated through efficient communication channels and established relationships."
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover the secrets to financial freedom through real estate investing as Elaine Stageberg, co-founder of Black Swan Real Estate, joins me to discuss her journey from being a psychiatrist to managing a private equity firm with $300 million in assets under management. Elaine and her husband, Nick, achieved financial independence in their 30s and are now dedicated to helping other families experience the same success. Get ready to learn how they transitioned from managing properties themselves to raising capital, providing top-notch customer service, and making values-driven investments.
Elaine reveals the metrics behind Black Swan's success in Rochester, Minnesota, and Tacoma, Washington, and shares their unique approach to raising capital, managing properties, and harvesting equity. She also dives into the tax advantages of their investment model and the importance of building genuine, long-lasting relationships with investors. Prepare for an in-depth discussion on navigating market trends, predicting economic cycles using data, and staying optimistic even in the face of uncertainty.
Don't miss this opportunity to learn from Elaine Stageberg's experiences and insights on real estate investing, daily habits, and resources available at meetblackswan.com. Hear how she and her husband have built a values-driven organization that goes beyond just real estate investments, and find out how you can book a call with Elaine herself. If you want to excel in the world of real estate investing, this episode is a must-listen!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
On this episode of "The Real Estate Syndication Show," host Whitney Sewell interviews Stephanie Walter, a wealth strategist and author, about the unique perspectives and approaches to money that the ultra-wealthy utilize. Stephanie discusses how the affluent put their assets to work strategically, mitigate risk, and utilize leverage to accelerate wealth growth, all while securing tax-free income in retirement. With her expertise and passion for teaching, Stephanie aims to unlearn conventional money thinking and unlock the secrets of wealthy investors for the not-so-ultra-wealthy. Tune in for insights and knowledge that can transform your financial outcomes.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Embark on a captivating journey as two brothers share their inspiring story, transitioning from owning CPG companies to venturing into real estate investing. Discover their triumphs, challenges, and strategic insights as they navigate the competitive worlds of consumer goods and property investments. Gain valuable knowledge and motivation from their entrepreneurial experiences, making this podcast a must-listen for aspiring entrepreneurs and seasoned investors alike. Join us for "Brothers in Business: CPG to Real Estate."
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In today's episode, we have the pleasure of speaking with Don Spafford, an RV park expert, to continue our exploration of this unique and growing asset class. Whether you're an active or passive investor, you'll find valuable insights and tips to help you understand the ins and outs of RV parks and campgrounds. Don guides us through the underwriting process, discussing factors such as rentals, weeklies, seasonal, and more. He explains the importance of being conservative in projections and shares how to look at the past three to five years of data from an existing campground to make informed assumptions.
Listen in as we discuss the various aspects of analyzing an RV park investment, including researching competitors in the area and factoring in salaries, insurance, and other income streams. We also touch on other considerations such as nearby attractions and potential inclusions in the sale, like equipment or amenities. Furthermore, Don enlightens us on the emerging trends in the RV park industry, including upgrading electrical meters and accommodating the needs of younger generations who are embracing life on the road.
Finally, we discuss how to overcome investor fears and the importance of networking and building strong relationships with high net worth investors, family offices, and private equity firms. Don also shares his personal habits that have contributed to his success in the business and his passion for giving back to the community. And, of course, we touch on the role of social media in real estate investing and how to connect with potential investors through various platforms. Don't miss this informative and engaging conversation with RV park expert, Don Spafford.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Did you ever consider that investing in RV parks could be a lucrative way to diversify your real estate portfolio? Don Spafford, an expert in vacation properties, reveals how he discovered the cash flow potential in the outdoor hospitality industry and shares his journey from a background in finance to navigating the ever-growing world of RV park investing.
In our conversation with Don, we dive into the multiple income streams that can be generated within the RV park sector - from camp store sales and golf cart rentals, to aqua parks and pizza machines. Don shares his experience investing in a campground near Yellowstone Park and how prioritizing location, optimizing cash flow, and understanding the differences between developing a new RV park versus buying a pre-existing one can make all the difference.
So, if you ever thought about dipping your toes into the world of RV park and campground investing, this episode is a must-listen. Don's expertise and valuable insights will guide you through the process, helping you make informed decisions in this profitable sector of real estate investing. Don't miss out on this exciting opportunity to learn from an expert in the field!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Charles Carillo shares his passive and real estate investing insights. Carillo discusses the importance of long-term investing and offers advice to new investors. He believes that investors should focus on areas they understand and are familiar with and stick to their investment plan even when the market is volatile. He also emphasizes the importance of communication and nurturing with clients.
He also discusses his long-term strategies for sustainable growth in the real estate industry. He believes that his focus on location is the most critical factor in his success. In addition, he emphasizes the importance of carefully underwriting deals and reinvesting a portion of his profits into his business.
Overall, Carillo offers valuable advice for investors of all levels of experience. His insights into passive investing and real estate investing are sure to be helpful to anyone who is looking to grow their wealth over the long term.
Full Interviews:
1592
https://lifebridgecapital.com/2023/03/01/ws1592-long-term-passive-investing-strategies-part-1-charles-carillo/
1593
https://lifebridgecapital.com/2023/03/02/ws1593-long-term-passive-investing-strategies-part-2-charles-carillo/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Andrew Rosenberg discusses his 40-year journey of passive investing in the stock market. He has expanded his investments to include over 3400 units across office spaces, farmland, and ATM syndication. Andrew emphasizes the importance of asking the right questions before making investment decisions and provides a helpful checklist for investors to consider. This checklist covers critical aspects such as risk and return profiles, liquidity, fees, track records, and the expertise of investment managers. By exploring these inquiries, listeners can gain valuable insights to make informed decisions, reduce risks, and maximize their investment returns. Andrew's expertise and practical guidance make this podcast an invaluable resource for novice and experienced investors, offering essential knowledge for successful passive investing and thorough due diligence.
Full Interviews:
1472
https://lifebridgecapital.com/2022/11/01/ws1472-running-a-business-full-time-while-passively-investing-andrew-rosenberg/
1473
https://lifebridgecapital.com/2022/11/02/ws1473-questions-you-need-to-ask-before-investing-andrew-rosenberg/
1474
https://lifebridgecapital.com/2022/11/03/ws1474-questions-you-need-to-ask-before-investing-andrew-rosenberg/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Real estate investors who want alternative options, have you heard these myths about investing in real estate with private lending? Let's debunk them! Myth #1: Private lending is only for those who can't qualify for traditional loans. Myth #2: Private lending is too risky. Myth #3: Private lenders charge exorbitant interest rates. But fear not, Serena Holmes will share the truth and show you how private lending can be a game-changer for your real estate investments.
Takeaways:
- Consider private lending as a way to diversify your investment portfolio.
- Determine your risk tolerance before investing in private lending.
- Be cautious of extended terms and high interest rates when investing in private lending.
- Work with trusted referrals and conduct due diligence on potential borrowers.
- Consider a one-year investment term for added flexibility.
- Look for opportunities with clear end dates and tangible assets.
- Only invest what you're willing to lose.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, we explore tokenizing real estate and its benefits. Our guest, Joshua Kagan, co-founder of Bonfire, explains how tokenization provides access to new forms of capital in the capital stack, allowing sponsors to attract international and domestic accredited and unaccredited investors. He highlights tokenization's compliant and cost-effective nature, with Bonfire charging no fees to sponsors. Additionally, Joshua discusses the potential for liquidity for limited partners (LPs) and its convenience for sponsors. Join us as we dive into the types of assets suitable for tokenization, fundraising strategies, and the communication process between sponsors, Bonfire, and investors. Discover how tokenizing real estate can offer sponsors greater flexibility, diversification, and engagement with investors in this exciting episode on the future of real estate financing.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us in this episode as we dive into the world of real estate investment with Joshua Kagan, co-founder of Bonfire. Discover how Bonfire is disrupting the market by tokenizing real estate assets, making it accessible to anyone interested in diversifying their investment portfolio. Learn about the benefits of blockchain technology, the concept of tokenization, and the future of real estate investment. Don't miss out on this insightful conversation that explores the intersection of finance, technology, and real estate.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Discover expert insights on real estate investing strategies and maximizing returns in this exclusive interview with Dan Rowley. From single-family homes to multifamily syndications, Dan shares his journey as a CFO and offers valuable tips for scaling your real estate investments. Explore the key principles and techniques to achieve success in the competitive real estate market, and gain practical knowledge from an experienced industry professional. Don't miss this opportunity to learn from Dan Rowley's wealth of expertise and take your real estate investment game to the next level
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, our guest Ori Ohayon discusses the importance of the mantra "failure isn't final" and the resilience required to succeed in the NFT space. He talks about how he has failed many times in his life and career but has always gotten back up and kept going. Ohayon believes that mental resilience is crucial to success and that taking hits and being told no without giving up is essential. He also quotes Winston Churchill: "Success is what happens when you go from failure to failure without losing enthusiasm." Ohayon emphasizes the importance of perseverance and the willingness to keep trying even in the face of setbacks.
Quotes
- Would you anticipate that an ancillary effect of this would be to drop the cost of title insurance because it's going to be easier to ascertain what's on the title?
- We've created a straightforward business model that promotes adoption.
- Our business model is predicated on the fact that you can make that transition on an individual title basis cleaner, and smoother than a regular transaction leaving the title in the antiquated system.
- But because of that, I think it's got much more capacity for innovation.
- I think the biggest risk is going to be regulatory.
- It's at least five years before it even gets looked at on that scale.
- Success happens when you go from failure to failure with no loss of enthusiasm.
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
WS1680 - Generate More Leads with Adwords | Highlights with Dan Barrett
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
About Amy Sylvis:
Prior to working in multi-family real estate, Amy spent 13 years in the pharmaceutical and biotech industries. She was attracted to the industry because of her previous health challenges and wanted to help others navigate illness.
While traveling on business, she picked up “Rich Dad Poor Dad” by Robert Kiyosaki and a light bulb went off. Amy has always been drawn to growth and expansion and knew that she could support and serve even more people through investing in multifamily real estate.
Previous Shows:
1436: https://www.youtube.com/watch?v=pZRCVvqCZrY
1437: https://www.youtube.com/watch?v=GP26VBwQXro
1438: https://www.youtube.com/watch?v=mdLAPRB3SFo
Links:
https://sylviscapital.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join host Whitney Sewell as Vanessa Alfaro joins us for Part 2 on their episode discussing AI and how it pertains to the real estate industry. In this episode, they uncover the potential of AI in property management and beyond. Vanessa sheds light on how AI-powered systems are advancing to handle complex tasks and provide precise responses, emphasizing the importance of clear instructions and effective communication. They discuss the remarkable capabilities of AI assistants, such as reading PDFs, creating personalized meal plans, and generating tailored recommendations. They also address ethical concerns, highlighting the need for careful oversight to prevent misuse of AI and mitigate potential biases. Discover the limitless possibilities of AI as it emerges as the ultimate personal assistant, revolutionizing the way we manage properties and make decisions.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join host Whitney Sewell as he delves into the world of artificial intelligence with guest Vanessa Alfaro, founder of multiple successful companies and a real estate investor. Vanessa shares her expertise and insights on how AI is transforming the real estate industry, the basics of AI, it’s growth, and the role of Chat GPT in Real Estate Investing. Vanessa breaks down the potential impact of AI on passive investors and operators, highlighting specific use cases and how integrating AI can lead to enhanced efficiency and competitive advantage. Whether you're new to AI or looking to leverage its power in real estate, this episode will provide valuable insights and inspire you to embrace this technological revolution.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join host Whitney Sewell as he sits down with Ben Reinberg, an experienced commercial real estate investor and founder of Alliance Consolidated Group of Companies. In this episode, Ben shares his insights into the commercial real estate market, focusing on his niche in medical office properties. He discusses the challenges and opportunities in the current economic climate, the importance of investing in people who can solve problems, and the key factors to consider when evaluating potential investments. Ben also highlights the significance of resilience, integrity, and personal growth in achieving long-term success in the industry.
Links:Website:https://benreinberg.com/
Connect with Ben on Linkedin
Key Points:1. The importance of investing in people who can solve challenges in commercial real estate.
2. Navigating the changing dynamics of the office, industrial, and retail sectors.
3. The benefits and complexities of investing in medical office properties.
4. How to prepare for market downturns and ensure the ability to hold properties.
5. Tracking personal and professional metrics for success.
6. The power of resilience, integrity, and continuous personal growth in the industry.
Key Quotes:- "Tough times don't last, tough people do. That's who we want to see in our sponsors and who we are as a company."
- "In commercial real estate, sometimes you have to pivot. It's important to adapt to changing market dynamics."
- "Medical office properties provide recession and pandemic resilience with higher tenant renewal rates."
- "Investing in commercial real estate is a marathon, not a sprint. You need to have the ability to hold properties through different cycles."
- "Invest in people who can solve problems and have a track record of navigating challenges."
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us as we dive into the inspiring journey of Dave Allred, a self-made entrepreneur who went from growing up in a low-income family to building a multi-billion dollar company. Discover how Dave achieved financial freedom through real estate, his transition from syndication to managing a real estate fund, and his unique approach to balancing work, family, and a life of purpose.
Key Points:
- Overcoming relentless failure: Dave's experience as a door-to-door salesperson taught him the value of mental fortitude and being comfortable with discomfort.
- The financial freedom equation: Dave's simple equation for achieving financial freedom through real estate investing.
- Building a portfolio of rental doors: Dave's goal of owning 1,000 rental properties by age 40 and how he accomplished it.
- Shifting from syndication to a real estate fund: The advantages of the fund model, including risk mitigation, competitive advantage, and the ability to create value for more investors.
- Lifestyle design and teaching financial literacy: How Dave incorporates his children into investing and teaches them the importance of passive income and financial freedom.
Key Quotes:
- "If something scares you, it usually means you should do it."
- "The best thing I can do as a father is to help my children see the best version of themselves."
- "Real estate is the best way to create time freedom, financial freedom, and generational wealth."
- "You can have everything you want in life if you help enough other people get what they want."
- "The goal is always to do bigger deals than yesterday and continuously strive for personal and professional growth."
Links: https://www.daveallred.com/
About Dave Allred
Dave Allred is Managing Partner and CEO of Axia Partners, a public speaker and executive business consultant, and a prominent figure in the real estate world. Allred’s life reflects what a person can do when they live with intentionality and a willingness to…
"Do today what others won't, so tomorrow you can have what others can't."
Born into a destitute family and entirely on his own at age 17, Dave first reset the standards of his life by becoming a millionaire at age 26 during his 15 year leadership career with Vivint, the nation’s largest smart home security company. After eight years as Regional V.P
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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⭐ Be Our Guest!
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Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, host Whitney Sewell welcomes Matt as a guest to discuss the top competitive advantages he has observed while working with various organizations. They explore the importance of simplifying operations and processes while highlighting the significance of exceptional leadership. Matt shares insights on how successful organizations focus on their core strengths and surround themselves with dynamic individuals to assist in their growth strategies. They also delve into the process of finding and nurturing exceptional leaders within an organization.
Key Points:
- Simplification as a competitive advantage: Successful organizations focus on their core strengths and develop strategic relationships with third-party vendors to streamline operations.
- The importance of exceptional leadership: Finding leaders who align with the organization's values and mission is crucial for sustained growth.
- The interview process: Asking specific questions about past experiences and values helps determine if a candidate is the right fit for the organization.
- Nurturing leaders: Regular huddles and alignment meetings foster strong relationships, trust, and a family-like atmosphere within the organization. Setting growth goals and tracking progress through SMART rocks (90-day top priorities) contributes to personal and professional development.
Key Quotes:
- "The most successful organizations have found a way to simplify and surround themselves with dynamic individuals to assist in their growth strategy."
- "When everything is the focus, nothing is the focus. It's important to dial in on what the organization can be the best in the world at."
- "Exceptional leaders should align with the organization's values and have a passion for the mission and purpose."
- "Interviewees should also be interviewing the organization to ensure a cultural fit and shared values."
- "Nurturing leaders involves regular huddles, alignment meetings, and setting growth goals through SMART rocks."
About Matthew John
Matt is goal-driven in all aspects of his life. He finds it extremely important to not only visualize his goals but also, to document them.
Matt prides himself on daily and weekly progress towards accomplishing his goals. “I enjoy problem solving; finding solutions that simplify the process and refine the desired results,” Matt says.
It’s no surprise tha
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this highlight show we feature our series with Alex Moore.
In this first episode of a three-part interview, former nurse, now real estate entrepreneur Alex Moore, talks about how she quit her 10-year nursing career and took the plunge into full-time real estate investing. She started Greywhale Capital from scratch and led the company to double year-over-year growth since. How did she do it? Listen now and get to know how Alex started and scaled a fast-growing real estate business.
Watch other episodes of this series with Alex Moore
Episode 1352: https://www.youtube.com/watch?v=KrolJpnjD7Q
Episode 1353: https://www.youtube.com/watch?v=YfRM4B1N62w
Episode 1354: https://youtu.be/3EkhRbMN2vo
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Highlights Weekend with Paul Smith
In this episode we pick apart 3 episodes for a highlights video. Paul Smith gives leaders tips to be effective communicators.
Connect and learn more about Paul Smith
➡️ https://leadwithastory.com/
📧 https://www.linkedin.com/in/smithpa9/
“Stories constitute the single most powerful weapon in a leader’s arsenal,” says Dr. Howard Gardner of Harvard University. It underscores the importance of using storytelling as a leadership tool that spans real estate business owners like us. Because human beings are hardwired for stories, leaders who tell great stories are able to inspire and develop a deeper connection with employees and lead more effectively.
Our episode today with one of the world’s leading experts on organizational storytelling, Paul Smith, kicks off our 3-part series on the effectiveness of storytelling in leading businesses to success. Paul shares that leaders who can tell good stories have a powerful advantage over others. He tells us how to use storytelling to our benefit and enumerates the top ten stories that leaders must learn to become effective for organizational and business success. Want to become a better leader? Listen now and start the path toward inspiring and compelling storytelling.
To watch the full episodes with Paul click the links below:
Episode 1: https://www.youtube.com/watch?v=fojId0v8PeI
Episode 2: https://www.youtube.com/watch?v=-eFgbU6uxsg
Episode 3: https://www.youtube.com/watch?v=HBqIAgwinC4
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this insightful episode, host Whitney Sewell interviews guest Matt John, an expert in goal-driven strategies and navigating challenges. They delve into the importance of embracing discomfort, setting goals, and implementing effective systems to achieve success in both personal and professional realms. Matt shares valuable insights on problem-solving, refining processes, and finding growth through adversity. From the power of a strong compass to the impact of prioritizing key objectives (rocks), listeners will gain practical tools to conquer storms and overcome obstacles on their journey to success.
Matthew John Linkedin
Key Points:
- Embracing discomfort: Understanding the value of pushing beyond comfort zones for personal and professional growth.
- Setting and documenting goals: The importance of visualizing and documenting goals to track progress and maintain focus.
- The power of effective systems: Implementing tools like the compass and rocks to navigate challenges and prioritize key objectives.
- Finding opportunity in adversity: Embracing storms and failures as learning experiences that lead to significant personal and professional growth.
- Leadership and addressing failure: The significance of supporting and motivating team members after experiencing failures, fostering a culture of growth and resilience.
Key Quotes:
- "Experiencing difficulty and pain is where growth truly comes from, whether in business or personal life." - Matt John
- "The compass serves as the focal point of an organization, guiding everyone towards a shared purpose and goal." - Whitney Sewell
- "Success comes through embracing discomfort and tackling the tough issues head-on, rather than avoiding them." - Matt John
- "Flexing the boundaries of your comfort zone expands your capabilities and opens doors to new opportunities." - Matt John
- "Failures should be addressed with understanding and support, encouraging individuals to continue growing and benefiting both themselves and the organization." - Matt John
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
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➡️ FOLLOW US
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https://www.instagram.com/whitneysewell/
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⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, we delve into the importance of adding value and educating others in real estate investing. Our guest, Jack from 52 Ten, shares his experiences and insights on building trust with investors through education and transparency. He emphasizes the significance of delivering on promises, timely communication, and cultivating strong relationships. We also discuss the current market outlook and how to position oneself for success. Join us for an enlightening conversation on creating a positive investment experience and the power of prioritizing relationships.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join host Whitney and guest Jack Martin as he shares his expertise in the mobile home park industry and discusses the importance of relationships in business. From acquisitions to capital raising, Jack reveals his superpower of relationship management and how it can benefit any entrepreneur. Discover the unique aspects of mobile home parks, their recession-resilient nature, and the power of tenant ownership. Gain actionable insights on building relationships with sellers and investors, and learn how to create long-lasting connections that drive success. Tune in to "Building Wealth Through Relationships" for valuable tips and strategies applicable to any business venture.
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Empowering Property Owners: Navigating Lease Agreements with Confidence | Meir Waldman
The conversation you provided seems to be a transcript of a podcast episode featuring Meir Waldman, the CEO of Nexus Towers. Meir Waldman specializes in helping property owners understand and maximize the value of leasing their properties for cell phone towers and wireless infrastructure. He educates property owners about the importance of carefully considering lease agreements, negotiating favorable terms, and understanding the long-term implications of such agreements.
During the podcast episode, Meir Waldman discusses various aspects related to cell phone tower leasing. He explains how property owners may be approached by companies looking to lease a portion of their property for cell phone tower installation. He emphasizes that property owners should not simply view these leases as passive income but should understand the rights and value associated with them. Meir Waldman also mentions the importance of leveraging negotiation power and seeking professional assistance to ensure favorable terms in lease agreements.
Additionally, Meir Waldman introduces the concept of the "disposition" or lump sum buyout, which refers to the opportunity for property owners to sell their cell tower leases as standalone investments. He highlights that many property owners may not realize the potential value of their leases and recommends seeking expert guidance to evaluate and capitalize on these opportunities.
The conversation touches on the types of properties suitable for cell phone tower installation, the future of wireless technology (including 5G and satellite networks), and the potential benefits for property owners who lease their properties for cell phone towers. Meir Waldman also discusses the case study of a property owner who, with the help of Nexus Towers, was able to monetize their cell tower leases and improve their financial situation.
Overall, Meir Waldman's expertise lies in assisting property owners in understanding and optimizing the value of their cell tower leases.
Meir Waldman, the CEO of Nexus Towers, provides valuable insights and services related to cell phone tower leasing and the wireless industry. Here are some key points mentioned by Meir Waldman in the conversation:
- Property owners should understand the value of their wireless leases and not just view them as monthly rent checks. They should recognize the pot
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Join host Whitney Sewell on The Real Estate Syndication Show as he interviews Marcy Turner, the CFO of LifeBridge Management. Marcy brings a wealth of experience in management and accounting, having worked in various industries, including property management, nonprofit organizations, and municipal accounting. In this episode, Marcy shares insights into the responsibilities of a CFO in a management company, from budget creation and cash management to supervising accounting operations and generating financial statements. She also discusses the importance of balancing detail and aggregate-level information in financial reporting and leveraging technology to enhance organizational efficiency. Whether you're a property owner or aspiring to start your own management company, this conversation provides valuable insights into effective accounting practices and the role of financial professionals in the real estate industry.
Keypoints:
- Marcy explains the key responsibilities of a CFO in a management company, including budget creation, cash management, supervising accounting operations, and generating financial statements.
- The importance of finding the right balance between detail and aggregate-level information in financial reporting is emphasized, along with the benefits of standardized reporting across properties.
- Leveraging technology and software is highlighted as a means to improve organizational efficiency, with examples such as online work order submissions and mobile software for maintenance staff.
- The significance of working with professional accountants, such as CPAs for financial statements and tax accountants for maximizing tax benefits and compliance, is also discussed.
- Listeners, whether property owners or aspiring management company founders, can gain valuable insights into effective accounting practices and the role of financial professionals in the real estate industry.
About Marci Turner:
Marci Turner serves Life Bridge Management as CFO. Marci was the CFO for Wentwood between 1998 and 2006, where she implemented a property software migration and was the lead trainer on the software. She managed the accounting team, which processed all vendor payments and produced the financial reports for 38 properties (5,000 units) across five states. She is a licensed CPA (Texas) and most recently was the Controller for the City of College Station, Texas.
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HIGHLIGHTS WEEKEND:
Episode 1520: https://lifebridgecapital.com/2022/12/19/ws1520-prosperous-career-shift-to-real-estate-tom-burns/
Episode 1521: https://lifebridgecapital.com/2022/12/20/ws1521-why-invest-in-multifamily-tom-burns/
Join us on an inspiring journey as we explore the world of real estate investing with Tom Burns, a former physician turned successful full-time investor. In our first episode, Tom shares his personal transition from the medical field to the realm of real estate, discussing the setbacks he encountered and the valuable lessons he learned along the way. Discover why he chose real estate as his investment vehicle and how he managed his time effectively to achieve work-life balance.
In the second part of our series, Tom delves into the exciting world of multifamily investing. He shares his investing journey, emphasizing the importance of mentors and continuous education. Explore the current economic climate and its impact on real estate, including whether multifamily remains a viable investment and the best areas for growth. Tom also provides valuable insights on assessing deals, preparing for market downturns, and maintaining transparency and communication within your real estate business.
If you're seeking financial freedom and want to unlock the potential of real estate investing, this podcast is for you. Get inspired, gain expert knowledge, and discover the possibilities of building wealth through real estate. With hard work and dedication, your dreams can become a reality. Tune in now to embark on this enlightening journey with Tom Burns and our team of industry experts.
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Episode 1488: Show Notes
Getting into real estate success means taking that uncertain leap, adapting to changes, and making the hardest decisions you’ll ever encounter. For today’s episode, Bronson Hill shares with us how he leaped into real estate and got big in multifamily along with the hard numerous decisions he had to make, and the changes he had to undergo before reaching the place where he is right now.
Bronson talked about how he became the general partner in about 2,000 multifamily units that are already worth over $200M. He also walked us through how he has already spoken to more than 1200 investors over the phone and how he was able to raise $25M for real estate. All these and his capital-raising coach skills that help investors find deals and raise funds for large real estate deals await you so make sure to listen now!
Key Points From This Episode:
- Bronson shares what he was doing before moving into his investing career.
- The pushback and advice Bronson can give to those who are interested to take the leap as he did.
- What happens if something doesn’t work out?
- What’s the worst thing that can happen to you?
WS1489
Speaking with your investors is crucial in combatting their fears and in helping them with their investments. In today’s episode, Bronson Hill elaborates more about the benefits and some of the risks in multifamily, more specifically in large multifamily. He also specified what is currently happening with rents and with tenants, along with how we should think about raising rents for tenants.
And from the current state of the economy, with the experience that it is harder now–– more than ever––to raise funds, Bronson shares with us the things he is doing and the things we should do in order to soften investor appetite for capital raising. Catch us today and even hear about his thoughts around 2008 to the current economic market and climate!
Key Points From This Episode:
- Bronson discusses why multifamily is outperforming single-family and its benefits.
- The benefits of multifamily assets.
- The reason why many people lost everything in 2008 and what Bronson think they should have done or paid attention to.
- Why can leverage work for you as much as it can work against you?
- The importance of Warren Buffet’s margin of safety.
- How can tenants afford rents if they c
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In this episode, real estate investor Cyrus shares his journey from buying single-family homes to investing in multi-family properties and real estate development projects. He talks about the importance of visualizing, mapping out, and executing plans to achieve success in real estate investing. He also shares his technique for finding deals using the Redx platform and offers actionable advice for those looking to follow in his footsteps. The episode ends with Cyrus discussing his plans for the future, including focusing on training and growing his investment portfolio. This podcast is a must-listen for anyone interested in real estate investing and looking for practical tips to get started.
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VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Justin Sloan, CEO of Sloan Capital, discusses the importance of discipline and consistency in building successful businesses. His background in the cell phone industry taught him the value of commission-based pay and the drive to work hard and earn more. After scaling his cell phone business, he invested in real estate, eventually accumulating enough properties to retire at the age of 32. Sloan emphasizes the importance of building a team of individuals who are good at implementing systems and consistently executing tasks to achieve success.
Key Takeaways:
- Discipline and consistency are crucial to building successful businesses.
- Commission-based pay can be a strong motivator to work hard and achieve success.
- Building a team of individuals who are good at implementing systems and consistently executing tasks can lead to long-term success.
- Justin Sloan funded his early business ventures by working in his stores 80 hours a week and living below his means.
- He gradually expanded his business by hiring more people, taking out loans, and opening more stores.
- After seeing the writing on the wall about the future of the cell phone business, he started exploring other opportunities, including real estate.
- He scaled his real estate business quickly by hiring a property manager and using his profits to buy more properties.
- He has since sold much of his real estate in anticipation of rising interest rates and is now focused on building another chain of businesses, using private money to beat up landlords who have been greedy and raising rents without providing value.
- Justin is a data-driven investor who believes that data tells a story and that it's up to us to interpret that story and make decisions accordingly.
- He predicts that there will be less properties trading in the next few years due to rising interest rates and that many investors who have overpaid for properties and raised rents without providing value will face challenges when it comes time to refinance.
- Justin believes that cash-in refinancing is the future and that he will be able to take advantage of the upcoming cycle to beat up landlords and get better leases for his businesses, paying investors when nobody else can.
About Justin Sloan:
Pacesetter and innovator are two words that perfectly describe Justin Sloan. Justin is a business-oriented and highly driven entrepreneur who
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In this episode, host Deana Berg talks to Brent Sanders about investment scams and how to avoid them. With both of them having personal experience in this area, they discuss the importance of educating oneself on fraudulent schemes and the consequences of investing in them. Brent shares his own story and offers hindsight wisdom, providing listeners with questions to ask and advice on how to help others who may be struggling with investment fraud or afraid to invest altogether. If you're looking to protect yourself and your investments, this episode is a must-listen.
Ever Wondered Why Big Brands Like Apple And Google Love Real-World Marketing?
Find out how the world's biggest brands use the secrets of Out-of-Home advertising.
Listen on: Apple Podcasts Spotify
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In our first episode, we talk to Brandon, owner and partner at HBG Capital, who shares how he surrounded himself with people who are smarter than him, learned from a great mentor, and continued to hire the right people. He reveals the secrets to his entrepreneurial success and offers valuable insights that can help you improve your hiring process.
In the second episode, we interview seasoned real estate investor, Kevin Bupp, who talks about the role mentors play in helping build a successful real estate business. He shares his personal experience with mentorship and the unique aspects of mobile home park investing.
WS1366: How Mentors Helped Build My RE Business | Kevin Bupp
https://www.buzzsprout.com/489505/10955247
WS1334: The Smarter Way to Find A Mentor and Hire People | Brandon Cobb
https://www.buzzsprout.com/489505/10780925
Ever Wondered Why Big Brands Like Apple And Google Love Real-World Marketing?
Find out how the world's biggest brands use the secrets of Out-of-Home advertising.
Listen on: Apple Podcasts Spotify
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⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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Join us for an inspiring podcast featuring Jonathan Keyser, raised as a Christian missionary overseas who defied the notion that helping others meant sacrificing wealth. He shares his personal journey of abandoning a ruthless approach to success, realizing it conflicted with his values, and discovering that he could make a positive impact while also achieving financial prosperity. Jonathan emphasizes the reciprocal nature of helping others, revealing three practical ways to assist someone and explaining how acts of kindness create a ripple effect. Drawing from his expertise in commercial real estate, he offers valuable insights on negotiating office, industrial, healthcare, and retail leases, demonstrating how success can be attained by supporting others. Tune in to learn how integrating compassion and generosity into your business endeavors can lead to a more fulfilling and prosperous life.
Key Notes:
- Changing our mindset about our next conversation.
- "Selflessness is selfish." - Jonathan Keyser
- Succeeding by helping others.
- "I believe you can make more money by helping others." - Jonathan Keyser
Links Mentioned in the Episode:
https://jonathankeyser.com/ruthless-book/
https://keyser.com/
https://jonathankeyser.com/
About Jonathan Keyser:Jonathan Keyser is a renowned figure in the commercial real estate industry, known for his groundbreaking approach and unwavering commitment to excellence. As the founder of Keyser, a leading technology-enabled occupier services firm, he has revolutionized the way businesses navigate the complex world of commercial real estate.
With a proven track record of success, Jonathan has established Keyser as one of the most innovative and trustworthy firms in the country. His visionary leadership and dedication to providing unparalleled service have earned him numerous accolades and recognition from prestigious organizations.
Jonathan's accomplishments extend beyond the realm of real estate. He is celebrated as a #1 Wall Street Journal Best Selling Author, thanks to his acclaimed book, "You Don’t Have to be Ruthless to Win." This insightful publication offers a fresh perspective on achieving success without compromising integrity and has resonated with a wide audience.
His visionary ideas and d
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Helping New Real Estate Investors Succeed And Achieve Financial Freedom Through Multifamily!
About Jason Lee:
Jason Lee, a highly recognized real estate agent in the multifamily real estate industry, has worked with numerous eight to ten figure real estate investors from San Diego County, facilitating their acquisitions, sales, and 1031 exchanges to enhance their portfolios. His transactions have been prominently featured in the San Diego Business Journal, Costar, and the Real Deal. Additionally, as a real estate investor himself, Jason has acquired over 25 properties within a few years and currently possesses a portfolio of over 100 units in San Diego, amounting to a remarkable valuation of over $50,000,000.
jasonjosephlee.com
Instagram: @jasonjosephlee
YouTube: @jasonjosephlee
Linkedin
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From Recovering Attorney to Real Estate Success: A Conversation with Travis Bronik
Description: In this episode, we sit down with Travis Bronik, the Director of Operations for Divergent Capital, as he shares his inspiring journey from leaving his law practice to becoming a full-time real estate professional. With almost two decades of experience in real estate investment and management, Travis has established a remarkable track record of delivering double-digit returns to investors across a diversified portfolio of holdings in the single and multi-family apartment sector throughout the United States.
Travis discusses how he made the bold decision to leave his law career behind and team up with partners from his law school days to venture into real estate syndication. He reveals why giving up law was the most sensible thing he ever did and how it led him to launch a successful fund two years ago. This fund allowed him to bundle multiple assets together, offering a secure investment opportunity for his investors.
In this insightful conversation, Travis highlights the key elements that make his investment approach unique, including the recent closing of a $5 million fund, with $18 million invested in real estate at a 60% loan-to-value (LTV) ratio. He also shares his plans for a new $25 million fund that aims to be an all-weather fund, potentially involving lending and acquiring businesses with $1-5 million in revenue. Travis emphasizes the importance of maintaining alignment among all general partners to ensure the success of these ventures.
Beyond his professional accomplishments, Travis is a dedicated family man. He cherishes spending quality time with his wife and two children, and he eagerly looks forward to involving them in his passion for scuba diving.
Join us for this engaging episode as Travis Bronik shares his valuable insights, experiences, and lessons learned on his journey from recovering attorney to real estate success. Discover how he manages to balance professional growth, financial returns, and the importance of being present for his loved ones, all while making a positive impact in the lives of others, including housing homeless veterans through portable vouchers.
Key Points From This Episode:
- Travis left his law practice six years ago to pursue a full-time career in real estate.
- According to him, giving up law was the most sensible decision he made.
- Travis started syndicating with p
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
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We dive back into the archives and found some gems from 2 leading experts.
Part 1
Episode 1450 - Helping 66,000 People Create Financial Independence | Rich Fettke
Watch the full interview: https://www.youtube.com/watch?v=aZY7juiWlKE
Part 2
Episode 1384 - How To Spot A Good Developer | Bob Voelker
Watch the Full episode: https://www.youtube.com/watch?v=KrY9rhaNUkQ
VISIT OUR WEBSITE
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Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
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https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
HIGHLIGHTS
We dive back into the archives to some of our favorite moments.
Episodes 1570 & 1524
WS1570 - Doing Deals With Zero Debt | Joel Friedland
How do you recover from a big challenge, like a recession? How does your mental health affect your business decision-making? In this first episode of our two-part series with successful real estate entrepreneur Joel Friedland, he answers these questions and more! Joel uncovers the secret of how to do deals with zero debt and describes this as how the rich do business.
Joel kickstarts the show by sharing that he’s been in the industrial real estate industry for over four decades now. He then shares the lessons he learned from his mentors in the industry, the reason why he only does real estate deals with zero debt, and how he is able to do that. He also discusses how relationships matter most to him, how knowing the details of your offering book can spell a difference and even his mental health scale. Listen now to this very informative and inspiring episode!
https://youtu.be/TewHoTlks5I
WS1524 - The Basics of Family Office | DJ Van Keuren
In buying opportunities, having an open mind allows you to see the demands you need to look at and how it’s creating more buying opportunities for you. Today’s guest, DJ Van Keuren talks about the fundamentals of multifamily offices – owning them and even developing them. As an expert in this field, he shares what is the standard net worth before acquiring family offices and who should consider them.
It is a common scenario today that people get overwhelmed in growing their net worth and the sudden need to know what family offices are. In this episode, DJ also helps us to understand how to manage that capital especially for passive investors. Sit in with us and learn more about how you can transfer your wealth and sustain it up to your fifth generation and more!
https://youtu.be/kVO3mOriNjM
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
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https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
We dive back into the archives to some of our favorite moments.
Episodes 1558 & 1548
WS1558: YouTube Marketing for Real Estate | Levi Lascsak
As one of the most popular social media platforms, YouTube has the potential for bringing higher visibility and traffic, engagement and conversion rates. Yet, most real estate investors don't know how to optimize it. What’s the secret to getting the marketing tactics right?
Levi Lascsak, the co-founder of The Reel Agents, has built the fastest-growing and most viewed real estate YouTube channel in Dallas that generates three to five inbound leads per day. Learn the best strategies when it comes to YouTube marketing for real estate in this new episode.
WS1548: How to Start A Multifamily Business | Ivan Barratt
Starting a multifamily business, or any business, is not a walk in the park. There are many things to learn, unlearn, and even relearn. There are many hardships and obstacles that will surely come your way. Often, these are called birth pains. But, once you have established your business, there’s no other way but to go up.
In the first episode of our three-part series with Ivan Barratt of BAM Companies, he tells us how he began his real estate business and grow it to how it is today. Ivan kicks off by sharing about BAM Companies and how vertically integrated the company is. He then shares that he started the company in his spare bedroom and doing it all at first. He also talks about the importance of having a coach, the people you are working with, and getting your family’s support. Listen now and be inspired by Ivan’s journey!
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Join us on this insightful episode as we dive deep into the world of real estate investment with the dynamic duo, Alan and Elena Neely. They share their journey of building wealth through property investments while emphasizing the importance of investing in your family and home. Discover how they navigate the intricacies of setting goals together as a married couple, maintaining open communication with partners and investors, and incorporating their children into their investment endeavors. Learn valuable lessons on finding trustworthy partners, identifying lucrative properties, and building a lasting legacy through strategic real estate investments. Don't miss this empowering conversation with Alan and Elena Neely, where the fusion of family, home, and wealth creation takes center stage.
info@handoverholdens.com
https://andoverholdings.com/
Meet Alan and Elena Neely. Alan used to fly planes for a major airline, while Elena earned her MBA in Finance and worked as a procurement analyst, negotiating contracts in the $100 million range. In the early 2000s, after witnessing the downsizing and layoffs of their colleagues, the couple realized there must be a better way
They decided to focus their spare time on real estate. By 2005, the couple pivoted towards building townhomes in Seattle, which they held as rental properties. Soon they owned and operated multiple companies specializing in land development, property management, and real estate brokerage.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, we have a special guest, Marc Weisi, a municipal bond portfolio manager and trader who shares his story about getting started in real estate investment while working a full-time job. Marc emphasizes the importance of being intentional and seeking out coaching from others a few steps. He also discusses the value of networking and contributing marketing efforts to help underwrite deals.
marc@investwithmaple.com
www.investwithmaple.com
About Marc Weisi
Municipal bond portfolio manager and trader on a team responsible for the management of >10k SMA relationships and $26Bn+ in AUM. Identify relative value opportunities based on supply/demand dynamics, liquidity, credit analysis, and macro-economic factors. Perform execution through various liquidity centers and platforms including Bloomberg, MarketAxess, and TradeWeb. Build reporting and analytics tools using InvestorTools Perform system, MS Excel/VBA, and Bloomberg.
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
In this episode, we speak with Vlad Arakcheyev, a successful entrepreneur and real estate investor who shares his insights on the importance of mentorship, leveraging social media to establish credibility, and the key to effective follow-up. Vlad also talks about his journey of starting a YouTube channel to educate and entertain his audience, breaking down complex concepts into simple and easy-to-understand terms. Additionally, he highlights the power of networking through podcasts, social media, webinars, and speaking engagements to meet potential investors and grow your business. Lastly, Vlad encourages everyone to give real estate investment a try, sharing how it can open up new opportunities and change your perspective on wealth creation. Tune in to this insightful conversation with Vlad Arakcheyev to learn more about his experiences and advice for success.
Links in this episode:
https://zontikventures.com/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
The Power of Listening: Insights from Joe Berko
Links from the Episode:
https://astorrealtycapital.com/
https://www.instagram.com/joeberko_realestate/
https://www.linkedin.com/in/joe-berko-042817165/
NLP Technique of Listening
About Jeff Berko:
Joe (Yossi) Berko is a nationally recognized, inspirational entrepreneur with over 25 years of success predicated on profitable investments, ethics, and generosity. A great believer in giving back, Joe serves on the board of several non-profit organizations and has been invited to speak at professional conferences.
Companies:
–Astor Realty Capital – Private Equity, Co-Founder and CEO.
–Berko & Associates – Real Estate Advisory, Founder and President.
–Urban Real Estate Center – Real Estate Education, Co-Founder, and Principal.
Joe Berko commenced his lifelong career in commercial real estate finance and investment banking in 1995.
By 2005, he had founded Berko & Associates, a New York-based multidisciplinary advisory firm specializing in investment sales, structured finance, and syndication. Joe’s creative methodologies in securing and closing large commercial transactions have earned him multiple prestigious awards, including “Power Broker” by Co-Star and “NY Signature Broker” by Globe Street.
Four years later, in 2009, Yossi was appointed by New York State Governor, David Paterson, to serve as an advisor for the State’s Real Estate Board. The nomination continued with Governor Andrew Cuomo for a total of nine years.
In 2015, Joe launched Astor Realty Capital with two of Berko & Associates directors. For a strategic foothold in key Metropolitan Statistical Areas, the company decided for the headquarters to be in New York, with offic
David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
The Power of Listening: Insights from Joe Berko, CEO of Astor Realty Capital and Founder of Berko & Associates
Links from the Episode:
https://astorrealtycapital.com/
https://www.instagram.com/joeberko_realestate/
https://www.linkedin.com/in/joe-berko-042817165/
NLP Technique of Listening
David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
How to Reach People without paying for leads!
Today's episode we interview marketing guru Scott Hawksworth.
Scott gives some best practices when using the LinkedIn platform. He also shares some mistakes to avoid when trying to grow your reach.
About Scott:
Scott Hawksworth is a 15-year marketing veteran who helps B2B companies build amazing brands, massive audiences, and high-performance marketing funnels.
After helping scale a lead-generation startup which successfully exited to a private equity group, Scott joined the WealthChannel team. At WealthChannel, Scott manages multiple industry-leading brands, and directs strategy and execution of the company’s organic marketing efforts.
Scott’s professional skillset includes all aspects of business-to-business marketing, including branding, SEO, social media, content creation, PPC, and conversion optimization.
Scott graduated from The Ohio State University Fisher College of Business, and resides in Chicago with his wife and daughter.
David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
WS1165 - Blake Selby
From being a famous rapper in Chicago, collaborating with Kanye West, and having over a million streams on Spotify, Blake Selby decided to shift to real estate investing and private lending. In about seven years of working in real estate, Blake has achieved a net worth of almost $10 million. But the best part is, he’s got $5 million in paid-off assets! That’s not a typical path to real estate!
https://lifebridgecapital.com/?s=1165
WS1069 - George Roberts
George Roberts talks about his interesting background as a bio-scientist and then moved on to computer science, then to construction, and then syndication. His love for business has led him down to different paths. Now, he’s doing what he loves most – the real estate business.
https://lifebridgecapital.com/2021/09/24/ws1069-my-journey-from-construction-to-real-estate-syndication-with-george-roberts/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
WS1279: Trucker Turned Real Estate Entrepreneur | Eric Neely
• Trucker Turned Re...
WS1390: From Cattle Farming To Syndicating CRE | Levi Allen
• From Cattle Farmi...
Watch this episode here: https://lifebridgecapital.com/2023/04/22/ws1644-from-career-to-real-estate-highlights/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Andy Crebar is the Co-Founder & CEO of HoneyBricks which is on a mission to unlock the potential of commercial real estate investing. He’s spent his career working in fintech and SaaS and lives in New York with his young family.
https://www.honeybricks.com/authors/andy-crebar
Watch here: https://youtu.be/8f7Zntun5uo
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
📝 JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
➡️ FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
⭐ Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/
Self-education is essential when it comes to the syndication business. In this episode, Sarah Miskelly talks about the importance of self-education and shares various resources that helped her understand the industry. She shares how this helped her move towards syndicating apartment investments and how she’s built passive income with it.
She also speaks about her upbringing in real estate, her career as a real estate sales agent, and how she’s built a network for her syndication business. Listen in as she also gives tips about her struggle to balance her real estate career with family life and how she found a solution through apartment syndication. Tune in now!
Key Points From This Episode:
- Sarah tells us how she got started in real estate.
- The past steps in Sarah’s path to becoming successful in the apartment industry.
- Sarah shares how she brought her previous skill sets to the business.
- How does apartment syndication give you the opportunity to be yourself and excel in your strengths and skill sets?
- The importance of self-education in the real estate industry.
- How to build your network and put value into it?
- Sarah’s best source for meeting new investors.
- How to get past the fear of getting started?
- Sarah’s most important metrics to track.
Tweetables:
“Apartment syndications had kind of an answer for me to have a little bit more work-life balance. I think a lot of parents out there can understand that. But it really it was a life shift and mental shift as well.” - Sarah Miskelly
“I want to see if there's other opportunities for investing. I'd previously invested passively with private lending mortgages. And I found out about apartment syndications and actually your show was one of my podcast university forays into apartment syndications. And then, I also still wanted to pursue USD dollars as well and make some money there. So I discovered the industry and here I am.” - Sarah Miskelly
“Once you start posting people in your network that have known you for a long time, they will start asking questions. They're curious when you have investments, that these people can make money, they are interested.” - Sarah Miskelly
“To simplify it for anybody who's starting is go to your phone and start seeing who's there. And then just have a very basic structure, have a call script for getting on those initial investor calls, and know that you're not going to be very good on that first call, but start practicing, you can even record them and start seeing what people generally ask.” - Sarah Miskelly
“For people getting into this space [apartment syndication]], virtual summits are also a good option because they accelerate your email list, you're also providing a lot of value to people so that they can learn about this investment space or others.” - Sarah Miskelly
Links Mentioned in Today’s Episode:
Sarah Miskelly on LinkedIn
Hylee Capital Website
Link Mentioned in Today’s Episode:EvieBrooksPanama.com
MyPanamanVacationRealty.com
About Evie Brooks
Evie Brooks is an international real estate mentor, coach, and investor, with a special focus on Panama. Today, she leads My Panama Vacation Realty as an International Expat and Relocation Specialist.
Evie is a former Advanced Trainer for Rich Dad Poor Dad and holds a degree in Criminal Justice with a minor in Psychology from the University of North Georgia.
In this episode of "The (Daily) Real Estate Syndication Show," host Whitney Sewell welcomes back Evie Brooks to discuss the topic of investing internationally using your IRA. Evie shares that it's a simple process to invest internationally, but it requires having a self-directed IRA and an LLC. She recommends working with a specialized division within companies such as Midland, Equity Trust, or SunTrust to navigate the guidelines and restrictions regarding IRAs. They also discuss the different types of international investments available and the tax implications of using your IRA for investments. This episode provides valuable insights for those interested in diversifying their investment portfolio through international real estate investments.
Key Points from this Episode:
- It's possible to invest internationally using your IRA.
- A self-directed IRA is required for international investing.
- An LLC is needed for the IRA to invest internationally.
- International investments can be various types, including single-family residence, multifamily, condominiums, cultural, etc.
- Personal use of the IRA is not allowed, or penalties and taxes will apply.
- Tax implications vary depending on the individual and case-by-case basis.
Link Mentioned in Today’s Episode:EvieBrooksPanama.com
MyPanamanVacationRealty.com
About Evie Brooks
Evie Brooks is an international real estate mentor, coach, and investor, with a special focus on Panama. Today, she leads My Panama Vacation Realty as an International Expat and Relocation Specialist.
Evie is a former Advanced Trainer for Rich Dad Poor Dad and holds a degree in Criminal Justice with a minor in Psychology from the University of North Georgia.
Investing internationally comes with a range of risks. From political instability to inflation to cultural and language differences – these add to the already complex and uncertain nature of international investments. However, our guest, Evie Brooks of My Panama Vacation Realty shares with us how these can be overcome if you work with the right people.
Join Evie in this second part of our podcast series as she explores the risks associated with overseas property investing and what can we do about it to achieve success.
Key Points From This Episode:
- What are the other benefits of investing internationally in real estate?
- What are the risks of investing internationally in real estate?
- What is Panama like for investors? What are the jobs available there? What industries employ the most people?
Tweetables:
“If I find that you have overcharged and are taking advantage of one of my clients, there are no second chances.”
“You got to just be ultra-cautious, especially when you're not from that region or that country, because they see outside international investors as a one-dollar sign.”
“Safety is not an issue that I've ever been concerned with in Panama. The only time you ever hear about something violent is domestic. I have been down there since 2012. And I've only once had an encounter that created some concern.”
“By being intricately involved in all the different projects and buildings with different developers that we work with, we have a pretty good strong handle on what is a good value.”
“We negotiate with the developers to get a really below market retail price that they're selling for the projects that we offer to our clients.”
“You would need to get with a CPA, which we do have CPAs that we work with, and that we do recommend to actually see how that ties into your plan.”
“Your taxes in Panama are substantially lower for everything.”
Link Mentioned in Today’s Episode:EvieBrooksPanama.com
MyPanamanVacationRealty.com
About Evie Brooks
Evie Brooks is an international real estate mentor, coach, and investor, with a special focus on Panama. Today, she leads My Panama Vacation Realty as an International Expat and Relocation Specialist.
Evie is a former Advanced Trainer for Rich Dad Poor Dad and holds a degree in Criminal Justice with a minor in Psychology from the University of North Georgia.
Investing in real estate properties abroad can be a lucrative and rewarding venture for savvy investors. Today, purchasing property overseas has become increasingly accessible to individuals seeking to diversify their investment portfolio. However, it requires a comprehensive understanding of the local market and legal framework, as shared by our guest, Evie Brooks of My Panama Vacation Realty.
Join Evie as she shares how international investing has changed her life and how this can be possible for you too.
Key Points From This Episode:
- What made her want to migrate to Panama and invest in real estate?
- What are some of her areas of focus in her business?
- What is international investing and why might we choose to invest in another market outside of the US?
- What is the cash flow like in international investing?
- What are the other factors that we need to know about international investing?
- What kind of business plan would international investors be looking for?
- What are the other strategies than international investors should be thinking about?
Tweetables:
“I love teaching people what I have learned just in investing in general because it works anywhere in that industry, with people wanting to look at options instead of their home country.”
“I love teaching people and as a result of that, I'm bringing to others the continued mentorship and support with all of my clients.”
“The international market is such a niche market. And it's becoming a true buzz of what's happening within the world, not just the United States or North America, but all over the world.”
“It's just a fun industry. It's like helping people improve their life without having all the pitfalls that most people do have when they try to do international investing.”
“You want to diversify your portfolio, and that's a whole training in and of itself.”
“You need to know what those goals are. And most people don't even know what their own goals are. So that's the first thing I want to do: we sit down with people and help them determine what their goals are.”
“Panama is very, very, very easy. I can have someone in a deal within 72 hours, say, ‘Wow, just pictures and videos, contract signed, sealed, delivered everything done, they own the property.’”
“I'm very selective about who I work with. I do not work with just any old Joe developer, because you don't know what you're getting.”
“We don't work with one developer. And if you're working with someone, be cautious if you're working with somebody that represents one developer.”
“You need to know what it is that you're trying to accomplish before you go to do this.”
“In international investing, you can get into non-recourse debt deals, you can get into no credit financial requirement deals, you can get developer financing deals, if you know where to look.”
“There's so many reasons that people want to do this and they want to go overseas or invest internationally to get their money offshore for a number of different reasons.”
“By having a diversified portfolio with international real estate, you literally have something that you can go to, if everything you've got just vanishes overnight.”
Link Mentioned in Today’s Episode:EvieBrooksPanama.com
MyPanamanVacationRealty.com
About Evie Brooks
Evie Brooks is an international real estate mentor, coach, and investor, with a special focus on Panama. Today, she leads My Panama Vacation Realty as an International Expat and Relocation Specialist.
Evie is a former Advanced Trainer for Rich Dad Poor Dad and holds a degree in Criminal Justice with a minor in Psychology from the University of North Georgia.
In this #Highlights episode, we look back at our conversations with Blake Dailey and Alex Jarbo. Blake Dailey is a multifamily real estate investor as well as an Air Force Contracting Officer. He used the BRRRR strategy to buy, rehab, rent, and refinance residential properties, and then do short-term rentals using Airbnb, which is where the ‘nb in BRRRR’nb comes from!
Short-term rentals have gained momentum especially since people are starting to travel again after the lockdowns caused by the pandemic were lifted. In this episode, we hear a very interesting take on syndication, specifically syndicating short-term rental projects. Alex Jarbo shares his unique short-term rental development strategy.
Key Points From This Episode:
- Blake describes going through the real estate investing process with his wife.
- How many units did it take to replace his W2 income?
- How to branch into commercial multifamily from short-term rentals.
- How to finance short-term rentals through creative financing and relationships with local banks.
- How to transition from self-managing the property to bringing on a property manager.
- Alex shares his first real estate ground-up development.
- Why does Alex choose short-term rentals and not long-term rentals like multifamily?
- How did Alex scale his short-term rental business?
- Short-term rentals are properties that offer experience in themselves.
- How did a mentor help Alex to drive his business forward?
- Alex details the short-term rental projects he is syndicating.
Tweetables:
“Commercial multifamily is the way to do less transactions, have bigger payouts, and have the time reward be more, economies of scale, really. You hear that all the time in commercial multifamily. It’s scalable and there’s efficiencies built in.” –Blake Dailey
“When I look at my goals and where I wanted to be at that time, the way to fast track that is through short-term rentals. I think that’s why a lot of people gravitated towards that in the last three years because they realized how many short-term rentals can actually make.” –Alex Jarbo
Links Mentioned in Today’s Episode:
Blake Dailey on LinkedIn
Multifamily Journey website
Alex Jarbo on LinkedIn
Sargon Investments website
WS870: Financial Freedom in One Year with Multifamily BRRRR’nb with Blake Dailey
WS1251: Syndication of Short-Term Rental Development with Alex Jarbo
About Blake Dailey
Blake Dailey is a multifamily investor interested in long-term wealth creation and helping passive investors achieve returns that can fuel their lifestyles. He focuses on syndicating larger value add or multifamily acquisitions, and he has experience with wholesaling, short-term rentals, and BRRRR. He is also an active-duty Air Force Contracting Officer.
About Alex Jarbo
Alex Jarbo is a short-term rental developer and manager. He was born and raised in Det
Link Mentioned in Today’s Episode:EvieBrooksPanama.com
MyPanamanVacationRealty.com
About Evie Brooks
Evie Brooks is an international real estate mentor, coach, and investor, with a special focus on Panama. Today, she leads My Panama Vacation Realty as an International Expat and Relocation Specialist.
Evie is a former Advanced Trainer for Rich Dad Poor Dad and holds a degree in Criminal Justice with a minor in Psychology from the University of North Georgia.
Will senior living be a smart addition to your investment portfolio? In recent years, senior living has proven its market resilience throughout all economies providing a stable ROI for investors. With baby boomers aging, people living longer, and a general acceptance of the idea of assisted or independent senior living and retirement communities, senior living is poised to continue growing for years to come.
In this #Highlights episode, we look back at our conversations with Brandon Schwab and Adam Benton. Having experienced first-hand the deficient care of his grandfather at a large, industrial-type senior living facility, Brandon vowed to improve the industry by starting his own senior living company that provides better quality care to the elderly. On the other hand, Adam talks about demographic trends in senior living and the similarities between the senior living model and multifamily. Listen now to learn all the reasons why it is good to invest in senior living!
Key Points From This Episode:
- A unique senior living concept and model to start your own business.
- Differences between typical large senior living facilities and the small senior living concept.
- Why smaller senior living facilities are able to offer more care to residents than huge, industrial-type building facilities.
- Demographic trends in senior housing and in real estate in general.
- How senior housing is similar to multifamily.
- Reasons why senior housing is a good investment.
- Staffing structure and requirements of a senior housing facility.
- Staff reputation and ability to provide excellent care matter most in senior housing.
Tweetables:
“This concept (senior living) is able to operate in all areas and it probably operates easier in towns where there aren’t tons of people.” –Brandon Schwab
“Because of that need-driven nature of the business, what we find is that in various economic conditions, there’s always demand.” –Adam Benton
Links Mentioned in Today’s Episode:
Brandon Schwab on LinkedIn
Shepherd Premier Senior Living website
Boutique Senior Living Fund website
Adam Benton on LinkedIn
Stellar Senior Living website
WS1348: Syndicating Senior Living Assets | Brandon Schwab
WS1374: Why Invest in Senior Housing | Adam Benton
About Brandon Schwab
The visionary behind Shepherd Premier, Brandon is on a mission to raise the bar for senior living. He founded Shepherd Premier Senior Living in 2014 with a vision to improve the senior living industry by providing a better way of delivering quality care that is resident-focused, not bottom-line-focused. Today, Shepherd Premier has five operational homes in Northern Illinois and plans to take their senior care model coast-to-coast. As CEO, Brandon brings 20+ years of operating experience to manage real estate acquisition, development, and financing through the Boutique Senior Living Fund.
About Adam Benton
Adam loves working with seniors to help provide a “Stellar Life”. He was recognized nationally by Argentum (the leading industry association) with a “40 Under 40” award for leadership. He served for three years on the Utah Alzheimer’s Association board to advocate for seniors with dementia, raise awareness of the disease, and fund research. He lives in Salt Lake City, UT, with his wife and five kids, four boys and a girl, all redheads, a set of identical twins, and a favorite son with Down Syndrome.
Today’s episode features Matthew Vincent, David Choi, Kevin Romney, and Zach Haptonstall, the experts on finding off-market deals. Matthew tells us how he finds new opportunities with corporate real estate companies and David shares how it was possible for him to source deals as a beginner without a network.
Kevin also gives us valuable insights as he discusses the off-market deals he has syndicated and explains to us why it’s important to build your network. Keep listening as Zach details the five off-market deals they had and how his people helped to scale his business. Tune in now and don’t miss the opportunity to learn the best practices to find off-market deals!
Key Points From This Episode:
- Where to find new opportunities in the commercial real estate market.
- The ways to add value to the people you’re pitching.
- How to start sourcing deals and reaching out to owners without any relationships or network.
- How to gather data and narrow them down to your target market.
- Samples of finding off-market deals and syndicating them.
- What is the importance of building your network and showing up?
- Zach details their five off-market deals under a contract worth $110 million.
- The people Zach have put together for him to be able to scale up his business.
Tweetables:
“Once you find the owner the institutions are probably gonna be pretty quick to put it in an offer, even if they have minimal underwriting data, sometimes they don't even need to see the operating statement to find a good value because they have the resources to underwrite something without even looking at the place.” - Matthew Vincent
“When brokers talk to me they would hear a young kid on the phone and they didn't believe what I was saying, so I had to figure out how to source deals direct to sellers and not through my network.” - David Choi
“It would be prudent for you to figure out what data set is most accurate in your market and take that 20 hours, 30 hours of research before going crazy..” - David Choi
“It's just a matter of getting out, getting in front of people, continuing your education, but also building your network.” - Kevin Romney
“You need to constantly be cranking tours and asking intelligent questions, and then tell a little bit about yourself, and then at the end of the tour, I'll always try to break into them and try to say, okay, what are the terms? What does it take to win this deal, etcetera, so that they get an idea of who you are, where's your equity coming from, what's your criteria.” - Zach Haptonstall
Links Mentioned in Today’s Episode:
WS1151 Full Episode with Matthew Vincent
WS1255 Full Episode with David Choi
WS707 Full Episode with Kevin Romney
WS920 Full Episode with Zach Haptonstall
In this episode, we look back at our conversations with Alex Shandrovsky & Michael Brady, Ted Lanzano, Sunil Chillar and Greg Lehrmann. Our discussion zeroes in on how these real estate investors leverage on 1031 Exchanges. Alex and Michael share their thoughts on entering a 1031 Exchange, while Ted explains what it is for a newbie investor.
Sunil, on the other hand, compares 1031 Exchange with a DST. Finally, Sunil tells us how the 1031 Exchange has come to be popular. Listen, learn and add these simple strategies to your passive investment plans!
Key Points From This Episode:
- How does a 1031 Exchange work?
- How can investors get into 1031 Exchange?
- What is the right use case for the 1031 Exchange versus the DST?
- What was Greg’s experience with 1031 Exchange back then?
Links Mentioned in Today’s Episode:
Alex Shandrovsky on LinkedIn
Michael S. Brady on LinkedIn
Ted Lanzaro
Sunil Chillar on LinkedIn
Greg Lehrmann on LinkedIn
About Alex Shandrovsky
As a Senior Business Development representative for Madison 1031 Exchange, Alex Shandrovsky has the privilege of building multigenerational wealth for driven real estate investors. He is a proud husband and father to 3 adorable children.
About Michael Brady
Michael S. Brady is Executive Vice President of Madison 1031, a national Qualified Intermediary for tax-deferred Exchanges pursuant to Internal Revenue Code §1031. As a Certified Exchange Specialist® and attorney, his responsibilities include consulting with clients and their advisors to provide guidance on the regulations affecting §1031 Exchanges, as well as overseeing Madison 1031 Exchange’s national sales and marketing efforts.
About Ted Lanzaro
Ted Lanzaro is a Certified Public Accountant and real estate investor with over 29 years of real estate consulting and investing experience. He is also the author of The Tax-Smart Landlord, a book of tax strategies for real estate investors. Ted has helped thousands of investors nationally save millions of dollars in taxes in his career.
About Sunil Chillar
Sunil Chillar is the owner and broker of EXIT Realty Urban Living located in Downtown Jersey City. Sunil specializes in short sales, bankruptcy, and foreclosures, and has extensive experience handling multi-dwelling properties. His role in the office includes recruiting and training its agents, as well as overseeing the office’s operation.
About Greg Lehrmann
Greg Lehrmann, Esq., is a Division Manager/SVP with Asset Preservation, Inc. Asset Preservation, a subsidiary of Stewart Title Company, is a leading national IRC §1031 “Qualified Intermediary” and is efficiently handling exchanges in every state. Mr. Lehrmann has 38 years’ experience in commercial and residential real estate law.
For today’s episode, Kevin Dureiko, James Eng, Eric Johnson, and Freddy Johnson take us on a journey through mastering the lending environment. Kevin elaborates on how their marketing changed as Covid started unfolding. James gives us tips on what to consider when doing an underwriting for lenders and approaching them.
As we sit with Eric, he tells us the creative ways to maximize growth through lending and the most crucial challenges of the process. And lastly, Freddy explains to us what a yield curve is and how exactly changes in interest rates affect cap rates. Don’t miss out on these best episodes and takeaways about the lending environment! Tune in now!
Key Points From This Episode:
- Where do things sit in the lending industry in the middle of COVID?
- How did the pandemic help Kevin realize who they were competing against, which changed their marketing strategy?
- James shares what interest rates he thinks investors can expect in five years.
- Insights into what you should consider when underwriting and approaching lenders.
- The creative ways people have had for lending that explodes their growth.
- The hardest part of the lending process and working with commercial investors
- Freddy talks about how interest rates affect cap rates.
- What is a yield curve?
Links Mentioned in Today’s Episode:
Birch and Dobson website
Kevin Dureiko on LinkedIn
James Eng on LinkedIn
Old Capital
Eric Johnson on LinkedIn
Shoreside Finance
Freddy Johnson on LinkedIn
About Kevin Dureiko
Kevin Dureiko is the founder and fund manager of Birch and Dobson LLC, a private real estate debt fund located in Connecticut. The main focus of the fund is lending to real estate investors with mortgages in the first position on value-add syndicated multi-family properties, non-syndicated multi-family, and 1-4 family.
About James Eng
James Eng serves as a Senior Director for Old Capital. James is actively involved in financing commercial real estate with a focus on multifamily in Texas. He has financed over $500 million in multifamily properties. Before joining Old Capital, James underwrote over $750 million in loans over 8 years for the acquisition or refinance of commercial properties at GE Real Estate.
About Eric Johnson
Eric Johnson began his journey with Shoreside Realty Finance two years ago. He joined them to help redefine the way real estate investors experience financing. Eric helps craft custom debt strategies for clients to maximize ROI on any type of real estate project. Eric shares the Shoreside mission to help investors achieve efficient and effective growth by delivering reliable financing solutions that are tailored to their investment strategy.
About Freddy Johnson
Freddy has been able to work on financing re-devs, ground-ups, refis, and acquisitions in all areas of the U.S. from Alaska to Florida. He closed an SFR portfolio in Wyoming, a mixed-use portfolio in Alaska, several multifamilies across the country, and a couple of MHPs in MI and OH. He loves being in tune with the macro side of things and how it affect his clients.
In this episode, we look back at our conversations with Maurice Philogene, Heather Dreves, Trevor Thompson and Denise Piazza. Our discussion zeroes in on how these pros have found their way into passive investing. Maurice talks about his journey to CRE, while Heather shares how her company helps finance investors achieve their passive income dreams.
Trevor, on the other hand, shares how he employs processes that make his investing more successful. Finally, Denise tells us how mentorship has helped her invest wisely.
Listen, learn and add these simple strategies to your passive investment plans!
Key Points From This Episode:
- What does Michael’s path to commercial real estate look like?
- Why did it take him 14 years to become financially independent?
- How does Heather make lending more inclusive?
- What are the processes that Trevor employs that would help passive investors?
- How has mentorship influenced Denise’s path to real estate?
Tweetables:
“Having a mentor is everything because they can guide you and even if the mentor is not 100% correct, it doesn’t matter.” - Maurice Philogene
“So, these small-dollar balances, that’s what this fund was really opened for, because we wanted to give that opportunity to invest and create wealth to everybody, just not high net worth individuals.” - Heather Dreves
“The most important thing is for you to spend time and find the right person that is the sponsor of the deal and connect with them.” - Trevor Thompson
“I also went with a mentor with not quite as large of a group, so I’ve been able to make some incredible connections with folks in that team and try to lead with my value-add to wherever they are in their process and wherever their experience takes them.” - Denise Piazza
About Maurice Philogene
Maurice Philogene is passionate about living life to the fullest and invests in multifamily real estate as a way to make that possible. Maurice locates, invests and operates apartments, mobile home parks, and multifamily commercial real estate across the United States.
About Heather Dreves
Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US. Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources.
About Trevor Thompson
Trevor is a successful Vice President with 47+ years in the attractions and entertainment industry. He is highly observant, detail-oriented, and has a highly developed work ethic, values, history, and culture. He strives to maintain a harmonious environment offering service to others. Trevor communicates in group and one-on-one settings and is comfortable developing businesses, leading teams, and providing high-level results. He takes these skills into his new passion – Real Estate Investing.
About Denise Piazza
Denise has been investing in real estate for close to ten years in a variety of asset classes as both an active and passive investor. Her experience with multiple asset classes has led to her passion for investing in multifamily assets and educating professionals on the benefits of diversifying their portfolios with assets that provide strong, predictable returns. She is now a limited partner in close to 1,200 units of multifamily assets, and within three months of becoming an active investor, she has become a general partner on 400+ units.
In today’s #Highlights episode, Paul Moore, Fernando Angelucci, Jacob Vanderslice, and Scott Krone takes us back to the best episodes and takeaways about the lending environment. Paul discusses with Whitney the challenges in finding deals and the many opportunities to add value in self-storage.
Moving forward, Fernando talks about how self-storage is adapting to technology and why it remains to be an attractive investment opportunity. Meanwhile, Jacob shares the benefits of being in the self-storage space during the pandemic and Scott reminds us that aside from the market, we should also worry about the level of competition in the space.
Tune in now and get access to the best tips in the self-storage space just for free!
Key Points From This Episode:
- The number of self-storage facilities in the US and how did it give opportunities.
- How do you find value in self-storage and how that can grow your wealth?
- Why self-storage has been slow to adapt to technology but has still remained to be an attractive investment opportunity.
- The competition in the self-storage industry and how is it divided into two brackets: REITs or pseudo-REITs, and independent operators.
- What are the benefits of self-storage during pandemic?
- The challenges of operating a fund and the risks of not being able to deploy capital.
- Why is competition the biggest hurdle in self-storage?
Links Mentioned in Today’s Episode:
Paul Moore on LinkedIn
Fernando Angelucci on LinkedIn
Jacob Vanderslice on Linkedin
Scott Krone on LinkedIn
About Paul Moore
Paul Moore is the Founder and Managing Partner of Wellings Capital. Paul entered the real estate sector, where he completed 85 real estate investments and exits, appeared on an HGTV Special Real Estate episode, rehabbed and managed dozens of rental properties, developed a waterfront subdivision, and started two successful online real estate marketing firms.
About Fernando Angelucci
Fernando Angelucci is founder and president of Titan Wealth Group where he leads the firm’s finance and acquisitions departments. He founded Titan Wealth Group in 2015 with Steven Wear, and under his leadership, the firm’s revenue has grown by over 100%.
About Jacob Vanderslice
Jacob Vanderslice is Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. By focusing on this conservative and growing real estate sector, VanWest has established a track record with over $195mm in real estate assets.
About Scott Krone
Scott Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. During his time at Optima, Krone’s responsibilities included such notable projects as the 400 unit Cormandel in Deerfield, IL, the 40 unit HedgeRow in Winnetka, IL, and the 51 unit Optima Center Wilmette in Wilmette, IL.
When passively investing in real estate, a big question that an investor asks is, “How do I vet a syndication deal?” Upfront, an investor must look at investment structure and returns, the market, and the risks. But beyond the numbers on paper, it is foremost to know if your money is in good hands. But, how do you know if you can trust the sponsor who’s leading the deal?
In this #Highlights episode, we look back at our conversations with Samuel Giordano and Bronson Hill. Learn how to evaluate syndication deals and know what a passive investor should be thinking about, and the things that should be important before doing a deal and moving forward with your investments.
Key Points From This Episode:
- What turns Samuel off about a specific sponsor?
- What are Samuel’s biggest criteria for choosing a sponsor or operator?
- Specific questions that investors should ask sponsors to learn how they manage risks and downturns.
- What are the three parts of a deal that passive investors should look at before investing?
- How to best figure out the reputation of an operator.
- The importance of alignment of goals and values for passive investors.
- The importance of having contingencies in place before you get into a deal.
- What are the specific strategies Bronson is using to protect investors from the market swing?
- Bronson touches on conservativeness on rent growth or exit caps.
Tweetables:
“I’m just not looking for home runs. I’m not looking to take excessive risks. I’m looking at the long game as a passive investor, and I want people who have done this before.” -Samuel Giordanio
“Look at five deals and then choose one and invest with it, it’ll probably go fine, and then you’ll learn along the way.” -Bronson Hill
Links Mentioned in Today’s Episode:
Passive Advantage Website
Dr. Samuel Giordano’s Email
Bronson Equity Website
Bronson Hill LinkedIn
WS1138 Full Episode with Samuel Giordano
WS1490 Full Episode with Bronson Hill
About Samuel Giordano
Samuel Giordano, M.D., is a proud husband and father of three, a practicing gastroenterologist at a large academic medical center in the northeast US, author, real estate investor, and co-founder of passiveadvantage.com, a website designed to help physicians and other high-income professionals at vetting passive real estate syndication deals.
About Bronson Hill
As the Managing Member of Bronson Equity (www.BronsonEquity.com), Bronson is a general partner in 2000 multifamily units worth over $200M. Bronson co-leads a large in-person multifamily meetup in Pasadena, CA called FIBI Pasadena Multifamily (www.fibipasadena.com). Bronson is the host of The Mailbox Money Show and he understands the investor mindset, having spoken individually over the phone with over 1300 investors and having raised over $30M for real estate and his ATM Machine Fund deals. Bronson is the author of How to Use Inflation to Your Advantage and is a regular contributor to YouTube and his blog. Bronson is the Capital Raising Coach at Kingdom REI, a faith-based group that helps investors find deals and raise funds for large real estate deals.
In this #Highlights episode, we look back at our conversations with successful real estate investors, Justin Elliott, Jenny Gou and Steven Louie. Justin shares his top lessons from his first deal, helping listeners to avoid beginner mistakes and more easily raise capital.
Jenny takes us step by step into how she went from zero to 950 doors in 12 months and how they are now able to raise millions of dollars in a very short time. Steve shares his own valuable experiences and lets us into the amazing partnership that brought them this amazing success! Stop worrying about how to raise capital for your first deal. Listen now, learn, take action, and get ready for success!
Key Points From This Episode:
- The importance of learning how to underwrite when making bigger deals.
- How Justin built and then developed trust with his investor list.
- How setting a firm timeline can get you fully funded before closing a deal.
- The importance of creating a backup plan or waitlist of investors.
- How Justin reduced their timeline for raising capital from eight to two weeks.
- Jenny’s four simple but very effective steps that led her to achieve amazing success with 950 doors and millions of dollars raised in a short time.
- How a coaching program or finding a mentor can help you accelerate quickly.
- What are people most afraid of doing that’s keeping them from achieving great success in real estate?
- How did they build a strong network of investors?
Tweetables:
"You got to talk to a lot of people. Just open up your network. Tell everybody what you do right now because you will be surprised who invests in your deal." -Justin Elliott
“I’ve met a ton of people who have done everything that I’ve done except for the last step, it’s because they just are afraid to leave. It’s just like this invisible line, but once you cross over it, it’s just the sky’s the limit.” -Jenny Gou
“I think the team approach is key, especially in syndication. In syndication, once you move into multi-family, they call it multi for a reason, you have to have a strong team.” -Steven Louie
Links Mentioned in Today’s Episode:
Justin Elliott on LinkedIn
Elliott Multifamily
Vertical Street Ventures
Steven Louie’s Email Address
Jenny Gou’s Email Address
About Justin Elliott
Justin is a real estate investor and entrepreneur and has been investing in real estate since 2016 and having started with small multifamily. Today Justin has 65 units under management with another 170 under contract. He has also invested passively in 82 units. Justin focuses mostly on Class B and C value add in Minnesota and parts of the Southeast.
About Jenny Gou
Jenny is a Managing Partner at Vertical Street Ventures, which was established to help individuals achieve their financial goals through passive investing in real estate. As one of the Founders, she currently oversees Asset Management and Investor Relations. She focuses on Business Strategy and execution of the business plan as well as managing relationships and communications with investors. To date, Jenny has acquired a portfolio of over 950+ units across AZ, TX, and GA.
About Steven Louie
Steven is a Managing Partner at Vertical Street Ventures, where he is responsible for acquisitions, sourcing capital, and building key strategic partnerships. As the founder of Vertical Street Ventures, he focuses his time on revenue-generating activities for the firm through Multifamily real estate acquisitions.
In this episode, we look back at our conversations with Andrew Davis, Peter Halm, Hunter Thompson and Michael Wayne. Our discussion zeroes in on capital raising. Andrew talks about his strategies in relationship building, while Peter shares a system that he uses to identify suitable investors.
Hunter, on the other hand, shares how he created an infrastructure to attract people who are already interested in a particular type of investment. Finally, Michael tells us how his company attracted people to bring capital to his projects. Listen, learn and add these simple steps to raise capital in real estate!
Key Points From This Episode:
- What does Andrew Davis look for in investors?
- What conversations matter a lot to Andrew?
- What are the four personality traits that Peter Halm looks for in investors?
- How does Hunter attract leads?
- How did Hunter Thompson make a commitment to be a real estate investor and an entrepreneur?
- What data points do investors look for, according to Michael Wayne?
Tweetables:
“We have an incredible number of referrals, we have a very high number of repeat investors.” - Andrew Davis
“We kind of get an understanding of the investor's personality code, when it comes to how they operate and money and all that. And then we act accordingly.” - Peter Halm
“I went through a 30-minute presentation about the mobile home park business and talked about how all these baby boomers are hitting the age of retirement.” - Hunter Thompson
“I think it was easy for investors to see those data points and find confidence in the same vision that we had. And a lot of them are from the area so they're familiar with the general vicinity.” - Michael Wayne
Links Mentioned in Today’s Episode:
Andrew Davis on LinkedIn
PassiveInvesting.com
Vineyard Investment Partners website
My Bank Code Personality Test
Vertical Street Ventures on LinkedIn
Michael Wayne on LinkedIn
Detroit Riverside Capital website
About Andrew Davis
Andrew Davis is the Director of Investor Relations for PassiveInvesting.com, a commercial real estate private equity group approaching $1B in AUM, primarily in multifamily and self-storage assets, and with a long-term goal to be invested in multiple recession-resistant asset classes.
About Peter Halm
Peter, the “Deal Hunta” Halm is president of Vineyard Investment Partners where he is responsible for finding investment opportunities and forging strategic partnerships. Together with his wife and partner, Monick, they bring groups of investors together to purchase commercial property.
About Hunter Thompson
Having a background in economics has allowed Hunter Thompson to achieve a holistic approach to analyzing real estate data and has led him to a unique perspective on out-of-state investing. His business aims 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.
About Michael Wayne
Michael Wayne is a co-founder of Detroit Riverside Capital. He serves as the head of project management and is responsible for construction management, capital management, and investor relations for DRC projects.
It’s possible to help people also discover their calling and their maximum potential just like our guest today. In this episode, Matt Cummings talks to us about his leadership journey, his experiences, failures, and successes that led him to where he is today, and shares with us how coaching can help you realize your own potential.
He speaks about the importance of identifying your purpose, quantifying the areas of your life that are most important to you, and moving the needle forward in the direction you want. Tune in now and hear about his performance coaching programs and the transformative impact they can have on individuals and teams.
Key Points From This Episode:
- Matt tells us about his family and his work.
- Key turning points in Dan’s career.
- Matt’s perception of his leadership capabilities during the first ten years of his career.
- The idea of going into coaching full-time.
- How does Matt add value to his clients through coaching?
- How do you know when a client is ready to succeed?
- The importance of leadership and vision.
- The red flags and warning signs for clients.
- What does it look like to do performance coaching with Matt?
- The life plan exercise and why people are encouraged to do it.
Tweetables:
“That's kind of the definition of coaching, true definition, is like really help doing what you can to help other people become the best versions of themselves.” - Matt Cummings
“Once I learned that I could find out what my team members wanted and then help them achieve that, everybody won. The team was successful and productive and ways nobody expected and things just continue to improve for them.” - Matt Cummings
“What I do through coaching is help people realize their own potential.” - Matt Cummings
Links Mentioned in Today’s Episode:
Rejection Proof Book
Matt Cummings E-mail
Building Champions Website
About Matt Cummings
Matt understands how to balance both the people and profit side of an organization. As a Leadership Coach, Matt seeks to actively listen to his clients so he can approach each coaching session with empathy and curiosity. Throughout his own leadership journey, Matt’s servant-hearted style was noticed and appreciated—and he carries that approach into his coaching sessions. With energy, optimism and insight, Matt works with his clients to help them create vibrant and achievable plans for their lives and businesses. He is a balanced sounding board and thoughtful coach to all he walks alongside.
As a former Building Champions client, Matt experienced the value of coaching, firsthand. During a leadership role change, Matt sought guidance from his coach as he navigated new responsibilities and opportunities. The feedback he received during his coaching engagement allowed him to think better, lead better and effectively scale his own leadership. He is excited to do the same for his clients.
If you're considering transitioning to a career in real estate, you're entering a field with unlimited potential. Whether you're a seasoned sales professional looking for a new challenge or someone who's always had an interest in real estate, it's a career that can be both financially rewarding and personally fulfilling. But what will the transition look like?
Join Brent Barcus as he shares how he balances and enjoys both worlds – audio post mixing, sound design and audio production together with real estate investing. This is one episode that will inspire even those who don’t possess any property market background.
Key Points From This Episode:
- Since he was into music, why did he transition to real estate?
- How did he educate himself and what were some of the steps he’s taken?
- What steps did he take to make a successful transition?
- What lessons did he learn along the way?
- How does he reach out to find more investors and network with them?
- What was the most challenging part of his first deal?
- What’s the most recent way that he’s recently improved his business?
- What is his best source for meeting new investors?
- What are some of the most important metrics that he tracks?
- What's the one thing that has contributed to his success?
Tweetables:
“What worked for me was looking for different ways to have long-term investments.”
“I started listening to podcasts several years ago, and just kind of fell in love with the multifamily space and those that were teaching and so it just was something that I really want to get into.”
“I knew then I still have a lot to learn. But that was a way that I knew I could scale the education side was just to get around those that are excellent at what they do and great at their craft.”
“As I grow in these assets, and bring assets to passive investors, I think, within building that track record, it's going more to high-net worth investors in my space of sports, and entertainment.”
“It takes time, obviously, because those relations – they feel safe with me from a creative standpoint, and we've worked together with clients.”
“I didn't know you could pull money out of an IRA and self direct. So that was eye- opening, which I love.”
“I'm doing a lot of meetups and local local meetups, I'm even going to events that really aren't real estate-focused. They might be wealth events or other things in the sports and entertainment industry.”
“It's kind of really just a grassroots thing locally right now, and then someone on social media as well.”
“I’d love to get involved; let me know how I can be of value if you need anything or if I could be boots on the ground here in Nashville.”
“So just kind of getting all the foundation of my systems in place to kind of do some automation with a newsletter and building my list of leads. So just starting there – grassroots.”
Link Mentioned in Today’s Episode:
Email Brent Barcus
Brent Barcus on LinkedIn
Brent Barcus on Twitter
Brent Barcus on Instagram
About Brent Barcus
Brent Barcus is a Partner in multifamily acquisitions and apartment syndications at i65Capital Investments. He helps clients in sports and entertainment achieve in a different arena and capitalize on opportunities to preserve, grow, and transfer their wealth into real estate. He is a Co-General Partner of 196 units in Georgia.
Mike earned a degree from Belmont University.
Investors need to be aware of the risks associated with Build-To-Rent (BTR) models and the importance of partnering with experienced and trustworthy developers. Today, Bethany Finch talks about the BTR model, and why it may work for passive investors. She also provides us with the answers we need to know about investing in this asset class.
She discusses how the pandemic has shifted rental demands towards larger homes with more outdoor space and shares with us how their Build-To-Rent product has been successful in addressing the housing crisis. Listen now and discover the various risks that investors need to be aware of when investing in BTR models and how to mitigate those risks! Tune in now!
Key Points From This Episode:
- Bethany’s background and introduction.
- The housing crisis and the typical Build-To-Rent (BTR) models.
- The key to investing in BTR models.
- Bethany shares the risks passive investors should know and how to mitigate them.
- Why should you be picky with your partners?
- How do business models work despite the high-interest rates?
- The biggest fear of people who want to invest.
- Bethany’s thoughts on the market 12 to 18 months from now.
- Bethany’s best source of meeting new investors.
- The important metrics that she tracks and her daily habit that produced the highest return for her.
Tweetables:
“It [BTR] also allows them the benefits a lot of people like the community feel of living in an apartment, they just don't like hearing from all their neighbors, they don't like you know, having to tell their kids to be quiet because they're on the top floor, things like this. So this allows the best of both worlds and does it in a way that's still continuing to meet the community's needs.” - Bethany Finch
“One of the things that most people may not be aware of, they require us to go do the work and pay for it. And then they reimburse us. So if we can't show them that the work is already done, we don't necessarily get that draw, we don't necessarily get that paid.” - Bethany Finch
“We wanted to mitigate the risks not just for us, but for our investors.” - Bethany Finch
“We always encourage people to look, come visit, come see us, we always have somebody on site that will tour around, and it'll give you an opportunity to take a write off and take a vacation and use it as a business write off, we allow people to do that. And sometimes people don't realize that they can do that.” - Bethany Finch
“The more inventory you have, the more competition, then you'll start to see those price reductions as well.” - Bethany Finch
Links Mentioned in Today’s Episode:
American Made Home Solutions Website
Bethany Finch on LinkedIn
American Made Home Solutions on YouTube
When it comes to property management, having the right systems in place can make all the difference in ensuring success. However, not everyone has the expertise to implement and manage these systems effectively. That's where experts come in.
Join Mike Bonadies as he shares how he implemented his innovative systems to better manage his properties that has allowed him to thrive in an industry that can be challenging to navigate. Despite facing complex regulations, he has remained focused on his goals and has a disciplined approach that has produced high returns.
Key Points From This Episode:
- What kind of area is he managing?
- How long did he start his property management business?
- What helped him dominate and grow that fast in the area that he invested in?
- What are the systems that he uses to manage properties better?
- What are some of the differences in the type of properties that he is managing?
- What is the business plan for such a type of property in this kind of area?
- What instances made him think that it is not worth having to deal with all regulations in the area?
- What are his predictions for the real estate market over the next few months?
- What are some of the most important metrics that he tracks?
- What about some habits that he is disciplined about that have produced the highest return for him?
Tweetables:
"It's really important for other property managers and landlords to focus on the economics of the area that they operate in."
"One of the key things that I do when looking at properties or looking at an area is I find out what's the average income in the area that I operate in. Because that's the disposable income of the people in that demographic."
"You really need to know your tenant demographic and your housing stock."
"We're no different. We just knew the region that we were going to operate in. We're very much a workforce, blue-collar, affordable housing Section 8 landlord, because that's who the people are, that are inside this area. We knew that."
"You really do need to have someone who has a working knowledge of the area in order to effectively operate. So that's how I became a property manager."
"We know the people, we understand the kind of demographics, and they understand the tails."
"You need to have someone who is well-trained in or have multiple people and depending on your size that are well trained in going through the pace, the paperwork, making sure rent increases occur, understanding what an RFTA packet is."
"A really important factor for other property managers and landlords to focus on is to think about the economics of the area that you operate in.
"They have a lot of cases and not a lot of staff to work with. So it's constantly helping them do their jobs because they're overloaded."
Link Mentioned in Today’s Episode:
TerraVestra Property Management
Mike Bonadies on LinkedIn
Email Mike Bonadies
About Mike Bonadies
Mike Bonadies is co-founder of TerraVestra Property Managers, a company that specializes in property management and services for landlords. He is also a co-owner of Side By Side MRO. He owns 45 doors across Camden and Gloucester counties and has also done wholesale rent to rehabs in the South Jersey area. Before he entered real estate, Mike was a commercialization manager for DeWALT power tools.
Mike earned a degree in Economics and International Studies from Washington College.
In this #Highlights episode, we look back at our conversations with Nick Ameluxen and Daniel Kwak. Our discussion zeroes in on the simple steps Nick and Daniel took to close a deal in real estate. Nick tells us how small consistent actions can lead to bigger things and that you should do whatever it takes to close a deal.
Daniel talks about reverse-engineering the steps to closing a deal. Instead of starting at the beginning which is how to find deals, Nick begins at the end, which is how to close a deal, and then works his way back. Listen, learn and add these simple steps to your strategy for closing a deal in real estate!
Key Points From This Episode:
- How to know you have the right partner in the business.
- How Nick closed his first real estate deal.
- The struggles Nick faced during his first syndication deal.
- Nick’s decision to take a break during the onset of the pandemic and what he learned during those times.
- How Nick manages his time with family and career.
- Daniel’s formula on how to do things better, faster, and more efficiently.
- Daniel’s reverse-engineering strategy to achieve his goal of 20 rental doors.
- How Daniel found seller-financing deals and seasoned landlords.
Tweetables:
“To do whatever it takes in Austin, and probably in every market, you gotta move quick, especially on a good deal, they go fast.” –Nick Ameluxen
“If you’re doing your job correctly, there’s always a way to get a good deal done.” –Nick Ameluxen
“Focus on creating a situation and finding the people that are not going to say no to your product, as opposed to finding people that you can sell to.” –Daniel Kwak
Links Mentioned in Today’s Episode:
Nick Ameluxen on LinkedIn
Quantum Capital Inc.
The Kwak Brothers website
The Kwak Brothers on LinkedIn
WS905: Doing Whatever It Takes To Close A Great Deal with Nick Ameluxen
WS1338: Nine Steps to Closing a Deal | Daniel Kwak
About Nick Ameluxen
Nick Ameluxen is a partner at Quantum Capital, assisting in acquisitions and asset management. Through his 11 years in leadership roles, Nick has found success by solving big problems through relentless hard work and ingenuity.
He has been an active real estate investor in Austin since 2015, and oversees Quantum Capital’s portfolio in Austin, TX. While originally from Denver, Nick moved to Austin in 2014 with his wife and two children.
About Daniel Kwak
Christian Osgood is the co-founder and owner of Multifamily Strategy LLC. He left his sales position with CoStar Group to concentrate on real estate investing full-time at only 29. He used his knowledge in creative investing to successfully build a portfolio of more than 100 multifamily units.
Christian earned a degree in Business Administration, Management, and Operations from Washington State University and certificates in real estate finance and commercial real estate from the NAIOP.
In this #Highlights episode, we look back at our conversations with Bill Ham and Christian Osgood. Over the last 15 years, Bill Ham has created a large portfolio of multifamily assets, and his first 400 units were all acquired using creative financing. He shares the number one way to get seller financing, how to structure your deals, and different creative ways to buy real estate.
Many investors, like Christian Osgood, build their portfolios not just through syndications, but also through innovative methods like creative financing. Christian highlights his multifamily investing journey and the creative way he used to buy a resort property. Enjoy the show!
Key Points From This Episode:
- Bill shares the details of his first syndicated seller financing deal.
- The number one way to get seller financing: When the seller has an issue, resolve it!
- How to structure the deal so it works for both you and the seller financing it: give on price, take on terms.
- Bill shares examples of creative financing options: seller financing and master lease options.
- The SPY Technique (Seller, Property, You) and why you should keep it in this order.
- How to approach the seller or a realtor: some techniques and tips that will help you succeed.
- How Christian succeeded at acquiring 100 multifamily units without syndication.
- What are his negotiating tactics?
- What is Christian’s strategy to level up his investments?
- How did Christian structure the deal to purchase a resort?
Tweetables:
“It’s by using this lens of creativity that we can look at a deal, dissect the deal, dissect the seller and say, “What’s really the motivation here, what’s going on?” And can we create an offer that is a problem-solving offer?” –Bill Ham
“The number one way we’re going to get creative financing is when a seller has an issue that we can come in and solve.” –Bill Ham
“Every time we do something, we meet someone at the next level, who’s done what we want to do.” –Christian Osgood
Links Mentioned in Today’s Episode:
Bill Ham on LinkedIn
Broadwell Property Group website
WS868: Creative Cash For Real Estate with Bill Ham
Cody and Christian – Multifamily Strategy on YouTube
Christian Osgood on Instagram
WS1509: Multifamily Investing through Creative Financing with Christian Osgood
About Bill Ham
Formerly a private jet pilot for a world-renowned surgeon, Bill Ham left the corporate aviation life and started his real estate career with a single duplex and a dream. Over more than 15 years, he grew that company to include more than 1,500 units spread over the state of Georgia, along with a thriving Property Management Company. Bill is the author of two Amazon best-selling books Real Estate Raw and Creative Cash.
About Christian Osgood
Christian Osgood is the co-founder and owner of Multifamily Strategy LLC. He left his sales position with CoStar Group to concentrate on real estate investing full-time at only 29. He used his knowledge in creative investing to successfully build a portfolio of more than 100 multifamily units.
Christian earned a degree in Business Administration, Management, and Operations from Washington State University, and earned certificates in real estate finance and commercial real estate from the NAIOP.
Investing in private companies versus the public stock market can be a viable option for retirement, but it's important to understand the risks involved and evaluate one's risk tolerance. In today’s episode, Bob Grant shares with us why he prefers investing his self-directed IRA in private companies and why he prefers the risks in it rather than in the public stock market.
He discusses the risks involved, the importance of understanding one's risk tolerance, and the need to build a diversified portfolio. He also shares his approach to investing in private companies and gave us a little tip on how having a strong moral compass and a commitment to ethics and integrity has helped him succeed in his career and has given him a sense of fulfillment and purpose. Tune in now!
Key Points From This Episode:
- Bob tells us how he started his career in the mailroom and how he went to small high-tech businesses.
- How did Bob’s investment story begin?
- How did Bob discover self-directed IRAs and what was his transition like?
- Bob advises us on how to find out what’s a good or bad fit for a self-directed IRA custodian.
- The opportunity in private companies for self-directed IRAs beyond the public stock market.
- The importance of finding out what is your risk tolerance and what type of risk are you willing to take.
- Bob speaks about the portfolio theory that he uses as a way of investing.
- How does Bob allocate his investments in a portfolio and his strategy?
- Bob shares the story of when his risk didn’t go well and how he recovered from it.
- What does Bob hope for his legacy?
Tweetables:
“One of the things I learned along the way, one of the mistakes I made was to stray from what I know. And so what I know is technology and business-to-business. And what I found is don't try and drift into technology to consumers, that's not my specialty. I know good products when I see them but I don't know how to run that.” - Bob Grant
“You really aren't stuck with the direction, you are fixed for a period of year or a few years, for however long that investment you made, is to endure, which is usually three to five years.” - Bob Grant
“I have about half of my IRA assets right now invested in private companies, rather than in the public market, because I shifted that away. And that's just one of the things that I looked at. More people my age ought to know, you have some choices that go beyond the public market.” - Bob Grant
“If we gave our money broadly, we had less impact. If we were more passionate, we're more narrow, we had a bigger impact. The same thing is true as investments, if we spread it too wide, we have a thin impact, you have a lot of little things going on and you don't get a bigger impact.” - Bob Grant
“I have had circumstances where I have had to walk away from deals because of what I perceived lack of integrity on the part and the behavior of other people in doing that I have had to stand up to people in leadership, because what I believed was the inappropriate thing for them to be doing at a particular time.” - Bob Grant
Links Mentioned in Today’s Episode:
Bob Grant LinkedIn
Staying out of your box and doing what’s necessary could help you achieve the ultimate goal of financial freedom. Today’s guest, Caleb Johnson, shares his journey of Multi-level Marketing (MLM), what pushed him to transition into real estate, and his philosophy on acquiring properties and getting his first capital raise.
He discussed how his experience in MLM helped him develop essential skills like networking, communication, and overcoming rejection, how he eventually found his niche in real estate, and the challenges of finding effective property management partners. Tune in now and discover how his changed philosophy pursued more extensive offerings for him!
Key Points From This Episode:
- Caleb shared what sparked his interest in real estate and what brought him to where he is today.
- The first business that led him to real estate.
- The skills that Caleb learned from Multi-level Marketing (MLM) that benefit him in real estate.
- The process Caleb went through to learn about real estate.
- Why does Caleb recommend self-managing a house hack as he did?
- Two things that changed Caleb’s perspective.
- How did Caleb get his first capital raise?
- Caleb’s philosophy on acquiring properties.
- How did Caleb find effective property management partners for his properties?
Tweetables:
“The point of the business is to network with others. And so it was such an amazing opportunity for me to develop speaking skills and really be open to talk to anybody.” - Caleb Johnson
“It's so important to do what makes you uncomfortable because usually on the other side of that, there's going to be a great reward.” - Caleb Johnson
“A lot of people, whenever you're doing your first capital raise, they either want to see you have some success, they want you to go full cycle on one deal before they consider investing with you or they just want to see your career.” - Caleb Johnson
“There's so many people that get into this space [real estate] because it is so lucrative that when they fail, and it does take time, it is challenging to get into when they don't get the success that they want, they bail. And so how do they know that you or I aren’t that person.” - Caleb Johnson
“Cash flow and financial freedom is more possible through residential, and that's a great tool for that. But if you want to get wealth, then commercial is really where you need to go.” - Caleb Johnson
Links Mentioned in Today’s Episode:
Emerging Real Estate Markets Book
From Trial to Triumph Podcast
Caleb Johnson on LinkedIn
About Caleb Johnson
Caleb has been an entrepreneur since the age of 18. He joined NK Development Group in 2021, where he aided in capital and acquisition, growing the company to over 450 units in two years. In 2022, Caleb founded Red Sea Capital. His mission is to be a faith-based professional committed to investors and building relationships.
In this second of a two-part episode, we learn how Black Swan Real Estate principal, Nick Stageberg, has used his financial savvy with a genuine concern for the well-being of his clients and employees. Together with his wife, these compassionate investors have set a great example for others to follow.
Plus, he shares his insights on the collapse of Silicon Valley Bank and how they were able to foresee it many years ago.
Key Points From This Episode:
- What should active and passive investors learn from his experience in the industry?
- What are his thoughts on the collapse of Silicon Valley Bank?
- How does he find different types of accounts?
- What has happened to his business in the past few years?
- How did he grow his team internally?
- How does he find the right people to work for him?
- What are some of the most important metrics that he tracks?
- How does he give back to the community?
Tweetables:
“So a lot of real estate syndicators out there right now are in a challenging spot where they got a bunch of variable rate debt in the last few years, but we knew that rates were gonna go up and asset values were gonna go down.”
“If you had long-term fixed-rate debt, you might be able to weather that storm just fine. And if you had variable rate debt, you might be in a challenging spot.”
“My present self thanks my past self, that we made the hard decision to get that kind of higher rate at the time fixed rate debt versus a lower rate, variable rate debt. And this is going to hit every industry
“So if you're not using real estate trust accounts, you should be, let me just say that you should be. And those accounts are really special accounts that are specially enshrined in the US banking system, they are exempt from FDIC limits.”
“You should absolutely be using a real estate trust account. That's the practice.”
“That's something we've been doing for quite a while long before the Silicon Valley Bank collapse, because we feared something like this could happen, we never would have predicted that exact thing.”
“So we'd been growing just organically with real estate a side hustle. And then real estate became our full-time main thing.”
“I had successfully built some tech startups before really focusing full time on the real estate business. So that gave me just just some experience of what it looks like to hire a lot of people to grow very quickly.”
“We built our property management company, so that I think of us as a property management-first organization.”
Link Mentioned in Today’s Episode:
Black Swan Real Estate
Meet Black Swan
Nick Stageberg on LinkedIn
Episode 1619 Operating a Real Estate Business with Compassion (Part 1)
About Nick Stageberg
Nick Stageberg is a career technologist with over 15 years experience in the software development, architecture, and management space at Dell, Revenue Management Solutions, and Mayo Clinic. In 2017, Nick expanded his real estate horizons by obtaining a real estate license in Minnesota, and now works with Keller Williams Premier Realty-Rochester to represent Black Swan Real Estate, other investors, and home buyers/sellers in real estate transactions.
Nick earned a degree in Computer Science from Oklahoma Christian University.
Is it possible to earn from your business and be compassionate at the same time? Not a lot of real estate investors are capable of doing so. But for the rare ones, it sets a great example of how entrepreneurs and investors can make a difference in any industry.
Black Swan Real Estate principal, Nick Stageberg, offers his experience and valuable insights in this first of a two-part episode. Get to know how he earns the trust of investors, and how he takes care of his team in special ways in #TechandTacticsTuesday.
Key Points From This Episode:
- What was he doing before he ventured into real estate?
- How did he successfully transition to real estate?
- What was his plan like when he set his big goals?
- What are the things that help him keep pursuing personal growth?
- What is his business all about? What type of services does it offer?
- Is he into single asset or multi-asset funds?
- What kind of investors work for his business? How does he acquire them?
- How does he give back to the community?
- What business model does he have considering he has a profit-sharing program in his company?
Tweetables:
“Repetition is the mother of all skills. So going through that process of zero to 100 employees and massive organizational growth, revenue growth, made it really easy to do the third time.”
“Having gone through a couple of really successful startup organizations and a really powerful business partner allowed us to grow our company so quickly and so successfully.”
“I know myself today, I know that I'm really never going to retire like this. This is just who I am. This is when I'm really thriving, the most leading the biggest life I can possibly lead.”
“Through all of my entrepreneurship journey, I had made other people extraordinarily wealthy, but I never really truly made myself that wealthy. That's just not how things shook out.”
“I'd have nowhere near the happiness, the fulfillment, the satisfaction I have that so many people out there that are successful are driven by despite they're trying to thrive.”
“We're a very mission-driven organization, a values-driven organization, a very spiritual organization. So we have a radically different structure to our private equity fund, we have no fees whatsoever.”
“A hundred percent of our profit goes to our investors until they've gotten a full return of capital.”
Link Mentioned in Today’s Episode:
Black Swan Real Estate
Meet Black Swan
Nick Stageberg on LinkedIn
No Excuses!: The Power of Self-Discipline by Brian Tracy
About Nick Stageberg
Nick Stageberg is a career technologist with over 15 years of experience in the software development, architecture, and management space at Dell, Revenue Management Solutions, and Mayo Clinic. In 2017, Nick expanded his real estate horizons by obtaining a real estate license in Minnesota and now works with Keller Williams Premier Realty-Rochester to represent Black Swan Real Estate, other investors, and home buyers/sellers in real estate transactions.
Nick earned a degree in Computer Science from Oklahoma Christian University.
Avoid the "Someday Isle" and achieve the success you desire. In this solo show with Whitney Sewell, he shares his experience and emphasizes the importance of attending conferences, building relationships, and mostly, taking action to achieve your goals. He shares how he and his wife made the decision to sell their farm and take massive action to change their lives.
In today’s episode, Whitney reminds us that taking big steps may seem crazy to other people, but it's crucial in changing our future in a big way. He even discusses with us the importance of self-discipline in achieving goals. Tune in now and grab the power to change your future!
Key Points From This Episode:
- Whitney shares the best-ever real estate investing conference he’s attended.
- How do conferences ignite relationships and partnerships?
- The importance of choosing to take action and putting your foot forward.
- Whitney talks about the big action he and his wife took to change the trajectory of their life.
- The book ‘No Excuses!: The Power of Self-Discipline’ and how it can help people to take action now.
- Whitney reminds that just going with a crowd leads you exactly to where they are going and explains what self-discipline is.
- Why does self-discipline require delayed gratification?
- The importance of making sure that what you do in the short term is aligned with what you want in the long term.
Tweetables:
“I can look back, and even at some key relationships that I have today, that came from relationships that started five years ago at specific conferences like this.” - Whitney Sewell
“You gotta keep going, you gotta get out there and put your foot forward and make some decisions.” - Whitney Sewell
“If you're going to look for excuses, you're always going to find one.” - Whitney Sewell
“We knew we had to take some action, do some big things right now to change the trajectory right of our lives moving forward.” - Whitney Sewell
“Self-discipline is the ability to do what you should do, when you should do it whether you feel like it or not.” - Whitney Sewell
“Successful people make sure that everything they do in the short term is consistent with where they want to end up in the long term.” - Whitney Sewell
Links Mentioned in Today’s Episode:
The 4-Hour Workweek Book
No Excuses!: The Power of Self-Discipline Book
Life Bridge Capital Website
In this #Highlights episode, we look back at our conversations with Charlie Stevenson and Jay Helms. Charlie and his wife are passionate about traveling and a leap of faith led them to where they are now – real estate syndications. Find out Charlie’s secret that helped him break through in real estate.
Jay also takes us back to the first property he and his wife bought. It was their first big, scary step into real estate. They were living paycheck to paycheck then and it felt like they were taking the biggest plunge of their lives. Like Charlie, Jay had something that helped him get past that first scary step into real estate. Listen now to discover their secret to breaking through in real estate investing!
Key Points From This Episode:
- Charlie shares his background before his breakthrough into real estate.
- What Charlie and his wife learned from being landlords.
- Charlie got into syndication to gain economies of scale and leverage the systems they built.
- How did they learn the process of getting into syndications?
- Adding value to the operators they learned from through authenticity, candid communication, and complementary skills.
- The issues when exploring new markets and how they overcame.
- Jay’s initial background in real estate investing.
- Why Jay believes that the first scary steps should always continue to happen.
- How Jay and his wife arrived at a mutual decision to take their initial biggest plunge in investing despite the fear of bankruptcy.
- Jay’s tips on how to break through the first scary step of real estate investing.
Tweetables:
“A really important inflection point for us was attending a conference.” —Charlie Stevenson
“Those first scary steps should always continue to happen.” —Jay Helms
Links Mentioned in Today’s Episode:
Charlie Stevenson on LinkedIn
Akras Capital website
WS679: A Proactive Approach To Reach Success with Charlie Stevenson
Jay Helms on LinkedIn
W2 Capitalist website
WS1377: Overcoming Fear of Real Estate Investing | Jay Helms
About Charlie Stevenson
Charlie, together with his wife, Kristina, co-founded Akras Capital. Their mission is to help people achieve freedom, breaking free from the constraints of money, time, and unfulfilling jobs. Having worked for a decade in corporate America as Investment Portfolio Managers and Product Directors, Kristina and Charlie no longer felt inspired by their day-to-day lives, earning salaries and living according to their career tracks. So, they quit and took off for Asia and Europe, exploring 30+ countries. This freedom was fueled by the passive income they’ve generated renting their home in Boston. After founding Akras Capital, they’ve directed it to produce this same freedom to others.
About Jay Helms
Jay Helms is an Amazon #1 best-selling author. He has been featured twice on BusinessInsider.com, and is the founder of the W2 Capitalist, a mastermind community for aspiring and experienced real estate investors. Jay now owns over a million dollars in real estate assets and escaped the rat race after just 6 years of side hustling in real estate investing. Knowing that closing on the first deal is the biggest hurdle and mental roadblock for new investors, Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth through real estate investing. When their family of five is not traveling the country, Jay and his wife, Cassie, reside in Gulf Breeze, FL with their three kids.
In this #Highlights episode, we look back at our conversations with The Prolific Investor, Chris Odegard and Cashflow Ninja, M.C. Laubscher. Chris talks about conventional versus alternative investments and the pros and cons of conventional and alternative investments.
M.C. speaks on cash flow investing strategies in specific niches that people rarely discuss. Consider adding these niches because they are recession-proof and provide balance in your portfolio. Tune in and start thinking out of the box!
Key Points From This Episode:
- Chris shares how he got into the real estate business and became a prolific investor.
- What are conventional and alternative investments?
- How can you move from being a conventional investor to an alternative one?
- Chris elaborates on how to use your 401k to invest in alternative options like real estate or notes.
- What is an in-service transfer?
- What are the pros and cons of alternative investments?
- How to get conventional investors to invest in your syndications.
- Chris talks about his hierarchy of investors.
- M.C. talks about different cash flow niches.
- Know about agricultural niches, specifically timber and teak.
- Why do many wealthy and successful people invest in agricultural niches?
- Know about technological niches like cryptocurrencies and blockchain technology.
- Know about the hospitality niche.
Tweetables:“So, everything that’s publicly traded – stocks, bonds, and mutual funds, those are conventional investments. Everything else is alternatives.” –Chris Odegard
“My line and my focus has been people — finding the greatest people in different niches, learning and studying everything that I can, and immersing myself into a space before I invest my money there.” –M.C. Laubscher
Links Mentioned in Today’s Episode:
Chris Odegard on LinkedIn
The Prolific Investor website
WS1090: Conventional vs. Alternative Investments with Chris Odegard
Cash Flow Ninja website
WS1129: Cash-Flow Investing Strategies for Different Niches with M.C. Laubscher
About Chris Odegard
The Prolific Investor is Chris Odegard. Chris is an average guy who had a white-collar job in the corporate world and followed the only thing he knew for decades, conventional wisdom and conventional investments. This worked relatively well until 2009 when he experienced an illiquidity event where he lost 55% of his assets and thousands of dollars per month in cash flow. Then, Chris read Robert Kiyosaki’s Rich Dad Poor Dad, and his mind was opened to a different type of investing, investing in real assets and private deals mostly insulated from the volatility, risk, and taxation of the stock market. In just nine years, Chris recouped the 55% he had lost and multiplied it many times over and now shares his experience and knowledge with you through this alternative investment blog.
About M.C. Laubscher
M.C. Laubscher is the creator and host of the top-rated business and investing podcast on Itunes, Cashflow Ninja and also the President & Chief Wealth & Investment Strategist of Producers Wealth.
M.C. Laubscher grew up in Stellenbosch, South Africa. He obtained a Bachelor’s Degree in History and Economics and a Masters in Business Administration in Finance from the University of South Africa. M.C. is Grant Cardone Certified Coach and an Authorized Infinite Banking Practitioner and member of the Nelson Nash Institute.
Investing is an excellent way to grow your wealth over time, but it can also come with risks. As an investor, it's important to understand that there's no such thing as a completely risk-free investment. However, there are strategies that you can use to mitigate those uncertainties and increase your chances of success.
Simply Do It Real Estate Investments founder, Dani Beit-Or, talks to us about the most effective ways to mitigate risks in investing. Whether you're a beginner or an experienced investor, his insights can help you gain informed investment decisions.
Key Points From This Episode:
- What are some strategies and things he found most effective to be successful in the current market?
- How does he define ‘normal’ in the market?
- As a veteran investor, what investing methods did he follow before?
- What are his best tips for mitigating real estate risk?
- How should investors ensure that they are prepared for a downturn?
- What’s his best source for meeting new investors right now?
- What are some of the most important metrics that he tracks?
- How does he give back to the community?
Tweetables:
“Let the pros come in and use that opportunity.”
“A lot of the beginners are sitting down on the sidelines and watching the veterans and want to say, ‘Hey, obviously I'm sensing there's an opportunity here.”
“Seller agents are now learning to work a little bit harder for the commission as they should.”
“Sellers are starting to get to the point that they don't put the house in on Friday, and get multiple offers by the end of the weekend. And that's good, that's healthy.”
“We're seeing a lot of people scaling down from flips. That actually means an opportunity for people who know what they're doing to step in and find that flipping opportunity.”
“If you buy quality property in a good neighborhood, in a growing market, you will probably continue to enjoy a demand for that piece of property from future buyers and future renters.”
“If you buy quality, hold it long term, you will very likely increase your hedging against the downturn, meaning you're already in a place that has chances to, to appreciate.”
“Why panic and sell? You're not executing a loss, right? So just weather the storm, be patient. And it's easier to weather the storm when it's a quality [property].”
“Give it time. It will probably do very well for you. Just be patient.”
“It's really finding what fits into your lifestyle more than if this one is giving you $100 more in cash flow.”
“The best generating source is my clients. I try to make sure that every client that I work with becomes not just a happy client, but an ambassador.”
Link Mentioned in Today’s Episode:
Simply Do It website
Dani Beit-Or on Facebook
Dani Beit-Or on LinkedIn
No Excuses!: The Power of Self-Discipline by Brian Tracy
About Dani Beit-Or
Dani Beit-Or is the founder of Simply Do It Real Estate Investments. He has been a real estate investor since 2002 and since then have personally purchased multiple properties and have consulted thousands of investors. He leads hundreds of investors with hundreds of real estate property transactions in 8+ real estate metro areas.
Dani earned a degree in Industrial Management from Coventry University.
There is power in taking action and stepping out of your comfort zone. In this episode, Victor Leite talks about leaving his full-time job in healthcare to pursue his passion for real estate investing. He shares how he has acquired and managed over $30 million worth of multifamily assets and generated enough passive income to achieve financial freedom.
Listen in as Victor also speaks about how the multifamily deal was a success with the help of experience, confidence, and a careful approach to underwriting and finding the right team. Tune in now and also get tips on what questions you should ask your operators so you know they’re the right fit for you!
Key Points From This Episode:
- Victor‘s backstory about his personal life and why he left the American Dream and pursued real estate.
- How did Victor and his wife transition their focus and skill sets to multifamily space?
- The importance of not just figuring out what you want to do but figuring out where you want to end up.
- Victor talks about his first multifamily deal, how he found it, and how he raised money for it.
- What gave Victor the confidence to move into a large multifamily deal and know that he will be successful?
- Questions passive investors can ask to ensure that the operator they are investing with has the right team for their projects.
- Victor’s predictions for the real estate market in the next 6, 12, and 18 months.
- How is Victor prepared for a possible big downturn?
- Victor’s biggest source for meeting new investors.
- The important metrics that Victor track.
Tweetables:
“You reached that level of American Dream that everybody's in search of. But five years plus into it, working private practice 60 hour plus long work weeks, overnight on call dealing with the medical business world, it just started taking a toll on me. You felt this burnout coming, you felt the stress coming.” - Victor Leite
“In real estate, it's a place that anyone can get started and could reach some form or some level of financial freedom.” - Victor Leite
“Everybody's trying to figure out what they want to do, how they want to do it, but they never figure out where they want to end up. Where is your outcome-driven goals? And you need to start at your outcome-driven goals, and work your way backwards and focusing on prioritizing the do's, the don'ts, the defers and then the dumps. You have to figure out that plan.” - Victor Leite
Links Mentioned in Today’s Episode:
Twenty-Five Eight Capital Website
Twenty-Five Eight Capital on Facebook
Twenty-Five Eight Capital on LinkedIn
Twenty-Five Eight Capital on Instagram
Twenty-Five Eight Capital on TikTok
Passive Income Brothers Podcast on YouTube
About Victor LeiteVictor Leite is one of the founder of Twenty-Five Eight Capital, a real estate investment company focusing on multifamily syndication.
Victor attended the George Washington University School of Medicine, and has been practicing clinicians for over 13 years. Through real estate, he has been able to generate enough passive income to leave his full time W2 jobs in healthcare. He now enjoy spending his past time raising his two kids in Virginia Beach, Virginia, and has a passion for helping other busy professionals attain the same level of freedom in their own lives.
Wholesaling properties is a lucrative way for investors to quickly acquire properties with little capital. However, it may not be for everyone because it requires sound knowledge of the market, strong negotiation skills, and a network of potential buyers. However, some investors’ success in the field serves as an inspiration for many.
Safe Home Offer owner, Kyle McCorkel, shares with us how he became a full-time real estate professional with a focus on wholesaling after serving a decade in the consultancy industry. Josh McAllen of syndication company Accountable Equity sits in for Life Bridge Capital’s Whitney Sewell as host in this episode.
Key Points From This Episode:
- Why did he make a move from a consulting role to a real estate career?
- How does his website fit into his ecosystem?
- How important is full radical transparency in his business?
- How much does he spend each month on marketing?
- What is his long-term goal?
- How does he manage a property once he buys it?
- What is his basic targeting strategy?
- How much does he invest in his virtual team?
Tweetables:
“Passive income will be great. So eventually, that got me started on real estate. I started buying some of my own properties in 2015.”
“I then started with buy and hold. Then I started flipping and then I started wholesaling. So I think the reason that that happened that way for me is because I was just always looking for deals.”
“I started finding good deals, and my only strategy was to buy them and hold.”
“So right now I just do like an overall portfolio snapshot. And I'll say, this is the amount we made in the portfolio this month. I think it helps to keep me accountable to my audience out there.”
“There's another entity that's the wholesaling entity that actually feeds deals into the buy and hold.”
“I'm very analytical on the wholesaling side as well.”
“In the past four years since I've been marketing very heavily, I've gotten even more kind of fine tuned.”
“We're trying to go bigger. But the biggest we've done so far is like a four- or five-unit property.”
“I've been wholesaling a lot more, the kind of the percentage of deals that I'm wholesaling has been more like 80% over the last 12 months.”
Link Mentioned in Today’s Episode:
Kyle McCorkel on Twitter
Real Life Rentals
About Kyle McCorkel
Kyle McCorkel worked as a process improvement consultant for ten years, traveling 90 percent of the time. The fast-paced lifestyle allowed him to work with various organizations throughout the United States. After starting a family, he shifted to real estate, buying rental properties in 2015 before going full-time in 2019. He started his wholesaling business in 2021. He now focuses on buy and hold, flipping, and wholesaling as the owner of the Greater Harrisburg Area-based real estate investing company Safe Home Offer.
Kyle earned a degree in Industrial Engineering from Penn State University.
Ensuring your sponsor’s values align with yours and they are putting your best interest as an investor are the key points you should consider and are the most important. Today’s guest, Isaac Satten, shares his experience vetting sponsors and leaping into passive investment. He also shares his current reverse engineering goal and how passive income has helped him create core memories with his family and make significant changes in his career.
We also delve into his learning process, how long it took him to deploy his capital, when he started listening to podcasts, and how it helped him set up his financial life. Tune in now and learn how passive investment has allowed him to achieve this work-life balance! Don’t miss it!
Key Points From This Episode:
- Isaac shares who he is and what he does in his day job.
- Isaac’s story on how he got started in multifamily investment and syndication and his portfolio.
- How long did it take for Isaac to deploy his capital from his learning process and when did he start listening to podcasts?
- What was going through Isaac’s mind when he got a hold of sponsors?
- Isaac talks about what’s on his mind after receiving his first Private Placement Memorandum (PPM) and how long it was.
- How many syndications is Isaac in now?
- Isaac’s metric or system in dividing which asset class he’s going into.
- Why is it important for Isaac to look for his sponsor’s materials and communication?
- Isaac explains what reverse engineering goal he’s currently working on right now.
- How passive income helps Isaac make core memories with his family and make big changes in his career.
- Isaac’s secret on how he keeps track of of many different syndications.
- Isaac’s advice to new investors about where they should start.
- Isaac’s advice for advanced investors and what he suggests them to press into and pursue.
Tweetables:
“I have these vivid memories of just consuming hours and hours and hours of podcasts content, of course, finding my way to the BiggerPockets forums, reading as many blog posts as I can.” - Isaac Satten
“The goal was just to see kind of a sizable cash flow come in month over month and transform both my personal portfolio but then also what influence can that have on my lifestyle.” - Isaac Satten
“I think the thing that stands out to me are the sponsors who actually want to get to know me and understand what my motivation is for investing. If they're really good, they'll be able to zero in on my concerns pretty quickly.” - Isaac Satten
“In terms of diversification, I'm still attracted to the physical diversification across the country, but I think I'm getting more comfortable with when you have those good jockeys, you stick with them. I think that's really important, finding the sponsors that you trust that are going to do right by the investors no matter what.” - Isaac Satten
“I think just because this particular deal says they're going to have the highest prep or the highest IRR, and the shortest amount of sale period, doesn't necessarily mean it's the best deal. You have to dig deeper, and maybe at the point where you're okay with the sponsors, who are saying, hey, you know, this is more of a realistic picture. If you can hit the realistic picture versus maybe get to the ideal situation, I'll take that realistic picture every single time.” - Isaac Satten
Links Mentioned in Today’s Episode:
The Family Board Meeting Book
Isaac Satten on LinkedIn
Millionaires Unveiled Podcast
About Isaac SattenIsaac Satten is the Director of Client Communications for IBISWorld.
Whether it’s short-term financing that covers the cost of purchasing a property, or a small loan for renovation expenses, investors need to work with lenders who can provide advice on market trends, property values, and renovation costs. But it’s rare to find lenders that offer loans to fix-and-flip investors and become a trusted partner in their journey.
Kiavi CRO, Stephanie Casper, teaches us about what investors get wrong when making it big in the industry from the perspective of a lender. This is one episode you shouldn’t miss, especially if you’re new in the industry.
Key Points From This Episode:
- What is her reaction to rising interest rates?
- How does she see the groups that are being successful today projecting their exit prices?
- What’s the central theme to thinking through the current rate environment?
- Is she seeing a return to normal as demand drops slightly in the housing market?
- What marketing efforts is her company doing today?
- What's her forecast for flipping in general as a business model for the year ahead?
- Where are the pitfalls that people need to be watching out for as the environment changes?
- What's something that she’s doing or has done over the last six months that she’s implemented to drive development in one of the areas?
Tweetables:
“Regardless of the interest rate environment, there is always going to be a need for housing, and flippers are often best suited to delivering those homes.”
“It's not just the business plan and math problem [for the flipper]; it's a bit of an emotional buy because you want to prove you can do it and help your ego along. That's where a lot of new investors get caught.”
“What is the return on your capital that you need? What is the cost? What’s the math? That's really how you avoid the emotional buy for sure.”
“Using bridge loans to buy stabilized and then refinancing that whole BRRR Strategy for investors is another way that we are augmenting that fix-and-flip demand.”
“Higher interest rates are still going to be around for a few years, but they're not going to be around forever.”
Link Mentioned in Today’s Episode:
Kiavi
Stephanie Casper on LinkedIn
About Stephanie Casper
Stephanie Casper is the Chief Revenue Officer of Kiavi. Prior to this, she served leadership roles in CoreVest Finance, Green Street Advisors, The Renaissance Companies and Metis Financial Network.
Stephanie earned a BA in Hotel Administration from Cornell University and MBA in Real Estate Finance and Development from the UNC Kenan-Flagler Business School.
Today, we reflect on our conversations with Keith Blackborg and Amy Sylvis. Ultimately, what and when you invest plays a huge role in your investing success. But what is the best way to start a real estate business and how do you find an investment that best fits you?
Breaking into the real estate syndication business is not easy. It takes time, persistence, patience, and hard work. While educating yourself about the business and the industry is non-negotiable, it is also crucial to get to know and work with people who have gained extensive experience and expertise in their field. But, is there a way to fast-track your entry into real estate investing? Find out in this #Highlights episode!
Key Points From This Episode:
- Why “concentration followed by diversification” proved to be an effective investment strategy for Keith.
- Keith’s advice on how to find the best investment strategy that fits you.
- What is the Double Dip assets strategy and why does Keith recommend it for investors?
- What is asymmetrical risk and what investment opportunities provide this type of risk that investors should look for?
- Amy answers the question: How much money does it take to get into passive real estate investing?
- How much capital did Amy need to start her real estate syndication business?
- How did Amy gain the education and confidence to enter the real estate business?
- Why a mentorship program, albeit costly, gives faster access to the real estate industry?
Tweetables:
“Some of the best investments you’ll make are the ones you never invest in.” –Keith Blackborg
“Time and building trust is a tremendous way to have someone view you as a strategic partner moving forward.” –Amy Sylvis
Links Mentioned in Today’s Episode:Keith Blackborg on LinkedIn
Financial Journey website
WS1416: How to Find the Best Investments | Keith Blackborg
Amy Sylvis on LinkedIn
Sylvis Capital website
WS1437: How to Get Into RE Investing Faster | Amy Sylvis
About Keith BlackborgKeith Blackborg, CPA, reached financial freedom within 10 years due to success as an investor and tax strategist. Keith and his wife Jessica have experience with domestic and international investments, including residential and commercial real estate, lending, startups, and paper assets. Keith served as the director of acquisitions for a hedge fund that transacted the largest private sale of homes in US history.
About Amy SylvisAmy is the founder and principal of Sylvis Capital with apartment investments in Alabama, Indiana, Georgia, Tennessee, and Texas providing clean, safe, affordable housing to working-class families, giving a powerful and proven investment vehicle for friends and family to participate in, and pouring profits into organizations and charities for sick and underserved children.
She continues to grow her portfolio with the goal of achieving the 5 freedoms: financial, time, geographic freedom, freedom of association, and freedom of purpose. Amy lives in Los Angeles with her amazing husband, Joel. They love college football, traveling, and volunteering their time with charities that care for children in need.
In this #Highlights episode, we reflect on our conversations with Mark Davenport and Oscar Buendia. Find out what helped them break free from their fears and limiting beliefs and pushed them to invest in real estate and succeed in it!
Sometimes, it takes finding yourself in a situation where your back is against the wall, with no other option but to decide for yourself and choose whether to crush your limiting beliefs or let them crush you. And when you find yourself in such a place, that is when you will truly know whether you have it within you to get it done or not.
Key Points From This Episode:
- The key to being aggressive in investing.
- How to not let your fears motivate your actions.
- How to handle your fear of purchasing a property, getting the deal, or scaling.
- Fear is the real challenge.
- What taking a risk looked like for Mark and how was able to scale because of it.
- The advantage of working with a local bank to finance a local property.
- The first action step to break free from your limiting beliefs in investing.
- How small multifamily exposed Oscar’s limiting beliefs.
- Having true mentors is a key to break free from limiting beliefs.
- Systems Mark and Oscar have established that helped them scale.
- How Oscar found his top-notch VA.
Links Mentioned in Today’s Episode:
Mark Davenport on LinkedIn
Levare Properties website
WS801: Not Letting Fear Motivate Your Actions To Scale Quickly with Mark Davenport
Oscar Buendia on LinkedIn
REI Brothers Podcast
WS815: The Willingness To Take Risks To Reach Success with Oscar Buendia
About Mark DavenportMark Davenport and his partner, Phoebe, got started in real estate when they bought a single-family fixer-upper in NH in 2009. Halfway through renovations, they had an epiphany – ‘let’s not work to pay a mortgage for the next 30yrs… let’s build passive income through real estate instead’. So, they finished that single-family renovation, sold the property, and worked on a foreclosed duplex. Next was a fourplex. Nine months later, both were sold and two six-unit buildings were on the books, along with a three-unit and another foreclosed duplex. Having relocated from NH to Brooklyn, they optimized these buildings through new management and renovations. Now living in Kansas City, Mark and Phoebe have made another leap by selling their NH portfolio of 18 doors and investing in a 73-unit tower and a 33-unit historic repurposed hotel.
About Oscar BuendiaIn 2019, Oscar partnered up with his brother German, initially intending to purchase a few properties in Ohio. That soon changed when they found a 20-unit rental portfolio. From there they networked and problem-solved their way to buying this portfolio. Currently, they are working towards stabilization and then the disposition of assets. Their eyes were open to how to scale to larger assets, and from there they have set their eyes on raising capital and apartment syndication.
Beginning early 2020, Oscar has now co-founded two companies with German, REI Brothers, and GoodDay Capital. The first company started was the social media outreach and education platform, where showcased are their podcast, blog, and projects. The second company developed was their Real Estate Investing Firm to syndicate apartment buildings.
To take advantage of benefits, you need to act fast! Today’s guest, Jimmy Atkinson, discusses the benefits of Opportunity Zones and how they compare to 1031 exchanges. He shares how Opportunity Zones offer significant tax advantages and can be a better option for investors looking to diversify their portfolios and invest in alternative projects.
In this episode, Jimmy helps you determine if it's the right investment strategy for you as he shares his knowledge and insights about opportunity zones and how investors can take advantage of this investment opportunity. Tune in now and explore the tax advantages of investing in a qualified Opportunity Fund and compare the two popular tax incentives!
Key Points From This Episode:
- Jimmy shares the steps he took to get to where he is right now and for him to decide that commercial real estate is for him.
- Jimmy explains what exactly opportunity zones are.
- How do you know you’re operating in an opportunity zone and how to find them.
- Why should you consider investing with an operator in an opportunity zone?
- What is the tax incentive for qualified opportunity funds?
- The difference between opportunity zones and 1031 exchange.
- How the current economy is affecting Jimmy’s plans with opportunity zones.
- How is Jimmy prepared for a potential downturn when looking for projects?
- Jimmy’s best source for meeting new investors right now.
- The challenge Jimmy and his business is currently facing.
- The most important metrics that Jimmy tracks professionally and personally.
Tweetables:
“You essentially get to eliminate your capital gains liability on your opportunities on investment, so long as you hold it for 10 years.” - Jimmy Atkinson
“The second big benefit is that you get to eliminate capital gains liability completely on the appreciation within your opportunities on investment.” - Jimmy Atkinson
“Opportunity zones get extended and possibly even made permanent at some point down the road here but it would take an act of Congress to do that.” - Jimmy Atkinson
“Opportunity zone by the very letter of the law and by the regulations that define what can qualify as an opportunity as an investment, they can't be poor or poor plus holdings, they actually have to be substantially improved or ground-up construction.” - Jimmy Atkinson
“We don't do a lot of outreach looking for them, they [investors] tend to find us because we have such a strong presence in the opportunity's own space.” - Jimmy Atkinson
Links Mentioned in Today’s Episode:
The Beginner’s Guide to Opportunity Zones Website
Opportunity DB Website
Opportunity Zones Podcasts
About Jimmy Atkinson
Jimmy Atkinson is the founder of OpportunityDb and host of the Opportunity Zones Podcast. He is also the co-founder of WealthChannel, the leading community for High Net Worth investors and advisors who place capital in alternative investments. Originally from Los Angeles, he graduated from the University of Notre Dame with a BA in economics in 2004.
Christ-centered leaders inspire and encourage their followers to live according to compassion, humility, honesty, and selflessness. They prioritize building positive relationships and promoting a sense of community and strive to create a workplace or organization that is guided by Christian values.
In this new episode, Life Bridge Management CEO Sutton Turner teaches us about leading with a sense of purpose and meaning that goes beyond individual gain and seeks to positively impact the world.
Key Points From This Episode:
- How did he get to lead teams in the Middle East?
- What transitions did he experience while working in Arab countries?
- What lessons did he learn from building a management company in the Middle East?
- What is the most important thing for him when leading a company?
- Why did he build Life Bridge Management?
- What are some of the most important metrics that he tracks?
- How does he give back to the community?
Tweetables:
“To build a culture based on love, which is based on grace, is one of the greatest opportunities that I have at age 53.”
“We try our best to build a healthy culture in the property management business.”
“What you guys started at Life Bridge Capital is a culture of love. And now we're just going to transfer that down, or organization because we love one another.”
“When you have third-party management companies that are on a 30-day cancelable contract, there's no transparency because of fear of losing their job as the property manager. They're not going to be 100% transparent with you.”
“For us to have a culture of love from the very, very top of Life Bridge Capital all the way down to the border at one of our properties in Colorado Springs, the only way to do that is to take over your own management company.”
“And because you trust me, and we built that trust up, it's not like I'm not going to make mistakes. I'm going to make mistakes, actually. But I'm going to tell you my mistakes.”
“I'm trying to give you guys perfect information so that you're able to make the very best investment decision possible.”
Link Mentioned in Today’s Episode:
Sutton Turner on Twitter
Sutton Turner on LinkedIn
Life Bridge Management
About Sutton Turner
Sutton Turner is the CEO of Life Bridge Management. He has 30 years of experience in real estate, property management, and C-level roles. Sutton created and led the Wentwood Companies with his brother in 1997, which managed 36 apartment communities across 13 states with over 300 employees. In 2008, Sutton was asked by a major developer (Sorouh/Aldar) in Abu Dhabi to build a property management company called Khidmah (meaning “service” in Arabic). As CEO, Sutton created the first full-service real estate management company in Abu Dhabi, UAE, with $600 million in assets and $1.8 billion under development. A critical element of Khidmah’s success was the recruitment of skilled workers and professionals from the Philippines, India, Sri Lanka, Nepal, Bangladesh, Egypt, and Syria.
After establishing this management company in Abu Dhabi, Sutton moved on to Doha, Qatar, where he reorganized Qatar’s property management company, Waseef, as CEO.
Sutton has had two tenures in full-time ministry with Celebration Church (2006-2007) and Mars Hill Church (2011-2014). He is very grateful for the growth through both of these ministry experiences.
Fear can hold people back from making investments in real estate. And analysis paralysis is a common problem for many investors who have difficulty moving forward with their first deal. In today’s episode, guest Jason Baik shares how you can overcome this and his insights on the importance of leveraging analytical skills in real estate investing and the importance of understanding underwriting and the numbers behind real estate.
He also teaches us how to provide practical and realistic resources for aspiring investors and explains to us the definition of primary, secondary, and tertiary markets. Tune in now and find out the key metrics they look for when analyzing a market so you can enjoy having time and financial freedom according to your will!
Key Points From This Episode:
- Jason shares the story about his crossover from data science analytics to multifamily investing.
- Jason talks about the genesis behind The Underwriting Lab.
- How does Jason help people with analysis paralysis?
- The key metrics one should look at when evaluating deals.
- The difference between secondary and tertiary markets based on Jason’s personal experiences.
- What are the things that Jason looks for when analyzing the market at a high level?
- How to choose a market as a small investor?
- The places with lower margin of error when buying and why.
- Jason’s goal for his business, Compounding Capital.
- The habit that Jason practiced consistently brought him to where he is today.
Tweetables:
“I decided to create a product that shows you a more behind-the-scenes look at multifamily as a business, about real benchmarks and real assumptions, and tough calls that you have to make.” - Jason Baik
“I tell people a lot of times to focus on the operator, especially if you tend to be working with successful people who have made money in some other industry.” - Jason Baik
“If you're choosing a market, as a small investor, if you're just beginning if you just have a small team, you need to find a price differential, more than you need to focus on macro metrics.” - Jason Baik
“You can't compete on price when you're competing with the BlackRocks and the Blackstones.” - Jason Baik
“You can make money in most places, and it's just about finding a market where you personally have some sort of competitive advantage in.” - Jason Baik
“You develop some sort of operational advantage as you buy more units and get experience.” - Jason Baik
“Not overpaying for an asset is one of the only things that you can directly control at least in that phase of your career.” - Jason Baik
Links Mentioned in Today’s Episode:
Jason Baik on LinkedIn
Compounding Capital Website
The Underwriting Lab Website
Compounding Capital on Facebook
About Jason Baik
Jason is the former director and vice president of Data Science, an apartment real estate investor, co-founder and managing principal of Compounding Capital Group, and the founder of The Underwriting Lab. He teaches others how to leverage analytical skills to break into real estate investing.
New real estate investors tend to be too risky when coming into the investing scene. But any successful multifamily investor advises against this, especially those that have built years of experience of closing large deals.
In this #TechandTacticsTuesday episode, Matheson Capital co-founder, Will Matheson, explains to us how to get started on the right track in real estate investing, and how he learned to add value to another operator. Discover his important piece of advice for those who are new to investing, and why this matters a lot.
Key Points From This Episode:
- Why did he and his brother immediately jump into multifamily investing?
- How did he successfully partner with another firm?
- How did he reach out to these partners?
- Why is he focused on the Carolinas?
- Why did he start with heavy value-add projects?
- How did he use his experience as a broker to start his investing career?
- What are some bad investing habits that investors need to avoid?
- What does he mean by ‘fundamentals being in place?’
- How does he get prepared for a downturn?
- What is his best source for meeting new investors today?
- What are his best pieces of advice for passive investors?
- How does he give back to the community?
Tweetables:
“I believe in this market, I believe in this property. I think I can get in touch with these guys. And we made it happen.”
“It's easiest to go into a market where you can get your investors comfortable, and people are most comfortable with what they know.”
“Our thesis or investment thesis is, ‘I'm not going to ask an investor to marry me for the next 10 years on a 10 year hold.’”
“We said, let us build our track record, let us earn your trust because there's always someone with more experience than you.”
“We didn't want to offer coupon clippers for the next decade, we wanted to say, let's get you in and out. Let's prove that we know what we're doing. And let's move on to the next one.”
“So being a broker definitely gave a lot of insight into property valuations.”
“When you're just starting out, I always tell people, ‘Do not commit to a long term timeframe, on a project. And when you're starting out, you're probably starting with smaller properties.’”
“We started out focused on very small properties because of equity raising. It's easier to raise equity when you have less of it to raise.”
“You don't want to tie up a deal for too long with the debt. You don't want to over invest your own capital. You're not in this business to buy one property, you're in this business to buy 10-12, whatever that number may be.”
“You don't want to over allocate your resources. You have to understand that no one cares more about this project than you do.”
Link Mentioned in Today’s Episode:
Matheson Capital
Will Matheson on LinkedIn
About Will Matheson
Will Matheson is the co-founder of Matheson Capital, a private equity firm focused on value-add multifamily assets in the southeast region. Prior to this, he was into investment sales at Marcus & Millichap, closing more than 50 sales transactions totaling over $140 million, and also served as President of Lowcountry Veterans Home.
He earned a BA in Business Administration with concentration in Finance, Strategy & Management Consulting from Emory University - Goizueta Business School, and a graduate degree in Real Estate Development from Columbia University.
When it comes to talent selection, it’s not just always about hiring more people. Rather, organizing tasks to keep them aware of what they're good at and what energizes them is more crucial. In today’s episode, our guest Jimmy Edwards talks about the importance of having the right people in the right seats in your business. He shares his journey of how he found his way into the real estate industry and multifamily market.
He also discusses with us his hiring process and how he ensures that he's hiring the right people for his team and how he itemizes people's strengths and weaknesses to understand who is best suited for what role. Tune in now and learn more about what made Jimmy successful and how he delegates tasks the right way!
Key Points From This Episode:
- Jimmy shares how he got into real estate, his hiring process and how he finds the right talent.
- The current scaling of Jimmy’s business.
- The importance of having the right person in the right seat, as well as Jimmy’s transition from being in the wrong seat to learning what the right seat was.
- The process of ensuring the team is in the right place and how Jimmy thinks through their strengths and weaknesses.
- How did Jimmy approach his team members?
- How to know if there’s a person better suited for a certain role.
- The way Jimmy is preparing for the next recession or a downturn and how to ensure they’re prepared for the next deal.
- Jimmy’s best source for meeting new investors.
- The most important metrics that Jimmy tracks both personally and professionally.
Tweetables:
“We had a bunch of deals under contract that kind of fell apart, everything's kind of happens for a reason, I believe… and then you figure it out and you look back you're like awesome.” - Jimmy Edwards
“I have a few deals under management right now which allows me to reorganize, restructure and systemize the business so that throughout the next expansion, we can buy 10,000 doors.” - Jimmy Edwards
“I know I'm headed in the right direction when immediately my personal energy changes. I know I have the right idea because I get energized and all the weight falls off.” - Jimmy Edwards
“Hopefully, we've been successful at systemizing and organizing, getting people in the right seats so that we can scale through the next expansion.” - Jimmy Edwards
“I'm just trying to get back to my team, empower them, let them, get them happy, get through some of these things so that we can keep scaling.” - Jimmy Edwards
“Sometimes you miss things because you're solving a small problem along the way, but you don't realize that you took a misstep until it starts clogging up the wheel.” - Jimmy Edwards
Links Mentioned in Today’s Episode:
Rich Dad Poor Dad Book
High Five Multifamily Website
About Jimmy Edwards
Jimmy Edwards is the Founder of High Five Multifamily, a real estate solutions company that focuses on the acquisition and revitalization of distressed and value-add multifamily investment property. Since 2017, High Five Multifamily has bought and sold 868 units and is currently looking for opportunities in the DFW and San Antonio areas.
Jimmy has been an investor since 2011 in both single-family and multifamily properties, has bought and sold over 100 single-family houses, and has purchased six apartment complexes.
In this #Highlights episode, we look back at our conversations with Pam Sacramando, Founder of The C.R.E.A.T.E Wealth Network and Dusten Hendrickson, Founder of Mailbox Money. They share the keys they discovered to make their side hustle in real estate investment a steady income stream.
Pam recounts her early days in real estate, which she believes was the most difficult stage in her investing journey. Yet, it set the tone for the success she enjoys today. Dusten shares eye-opening principles for investing in different markets and the strategies he used to scale his portfolio even during the pandemic. Enjoy the show!
Key Points From This Episode:
- The transition process from being an aerospace engineer to a real estate investor.
- Support from family and friends will keep you going along your chosen path.
- Finding a mentor is instrumental in keeping your focus and mindset straight.
- The hardest part of syndication.
- The biggest misconception in multifamily investing.
- How to pick the right market to invest in.
- Some rules of thumb for investing in different markets.
- Tip-offs to look for for a good operator.
- What is Dusten’s wellness design for apartment investors?
- How Dusten refinanced his entire portfolio in 2020 during the Covid-19 pandemic.
- What was his debt strategy?
Tweetables:
“Once you find a way that works for you and you set it up properly, then things will start to flow in.” –Pam Scamardo
“If something becomes very important, we can just focus just on that ’cause almost everything we do now is proactive, it’s not reactive.” –Dusten Hendrickson
“Your biggest enemy is not the scam artist, but it’s the guy who’s just operating in a mediocre fashion.” –Sam Rust
Links Mentioned in Today’s Episode:
Pam Scamardo on LinkedIn
Create Wealth Network
Episode 783 (full episode)
Dusten Hendrickson on LinkedIn
Dusten Hendrickson on Facebook
Episode 989 (full episode)
About Pam Scamardo
Entrepreneur Pam Scamardo is the Founder of The C.R.E.A.T.E Wealth Network – a top free educational resource for commercial real estate investing. Officially ‘retired,’ Pam is a mother and wife who discovered the benefits of passive income after realizing she did not need to be a millionaire to begin investing in commercial real estate. An aerospace engineer by trade, having been employed by Lockheed Martin, Boeing, and UTC Aerospace, Pam made a career pivot almost 10 years ago and founded her first company TPK Properties. She is passionate about helping others achieve “job optional” status through commercial real estate investing and wants to empower men and women along their journey to financial freedom.
About Dusten Hendrickson
Dusten develops real estate, purchases existing value add real estate, and invests passively as an LP. He also helps others invest in the same deals he invests in. He has been involved in RE his whole career. He has a passion for green building and collaborated with South Dakota State University – Department of Architecture to build the first certified Passive House in South Dakota. He owns and asset manages over 300 units and he passively invests in over 1000 units. He also helps raise money for the deals he invests in. He has developed a skill set that is perfect for value add multifamily because of all the affordable design-build he has participated in by living in a very frugal community.
In this #Highlights episode, we look back at our conversations with Dan Handford of PassiveInvesting.com and Dave Codrea of Greanleaf as they share their knowledge and insights on how to make your investments perform better in the midst of inflation or the current economic conditions.
Dan, with his extensive successful background on educating multifamily investors, focuses on the red flags or warning signs for passive investors especially now that we’re dealing with the economic effects of the Covid-19 pandemic. Dave shares his outlook on whether it is time to buy, sell or hold, based on his years of experience in investment management and operational execution. You surely don’t want to miss this episode!
Key Points From This Episode:
- Is it the proper time to invest in real estate in the midst of economic slowdown and the aftereffects of the Covid-19 pandemic?
- Red flags to watch out for in the underwriting or structure of deals in this kind of economic condition.
- What kind of adjustments to mitigate risks should be made in the business plan for A, B and C-class assets?
- Things to expect from the operator if you are an investor.
- Three major things to look for when vetting operators.
- The pros and cons of investing in the multifamily asset class in the midst of inflation.
- As an investor, what are things to expect this year?
- What’s a good cash reserve strategy or threshold?
Tweetables:
“You have to be decisive and having somebody who has some sort of successful background in business is a very crucial piece.” –Dan Handford
“We think about our strategy with our businesses really like a triangle of relationships. So we have our investors on one side, we have our tenants and residents, and then we have our team. And the more things we can do that really bring those three pieces together on a piece of real estate, the more comfortable everyone can be with it.” –Dave Codrea
Links Mentioned in Today’s Episode:
Dan Handford on LinkedIn
Dan Handford on Twitter
PassiveInvesting.com
Episode 554 full episode
Dave Codrea on LinkedIn
Greenleaf website
Episode 1556 full episode
About Dan Handford
Dan and his wife, Dennae, along with their 4 children (3 girls and a boy), reside and work in Columbia, SC. Dan has an extensive successful background in starting multiple seven-figure businesses from scratch, including a large group of non-surgical orthopedic medical clinics located in South Carolina. His family of companies has annual budgets in excess of $10MM. He is the founder of the Multifamily Investor Nation, where he educates a nationwide group (9,000+ members) of multifamily investors on how to properly invest in multifamily assets. He is the co-host, along with his wife, Dennae, of the Tough Decisions for Entrepreneurs podcast, which can be found on iTunes and Google Podcasts.
About Dave Codrea
Dave is co-founder of Greenleaf, an Atlanta-based real estate investment firm. From the very beginning, Dave built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. Since its inception as a two-man venture, Greenleaf has grown its geographic footprint to encompass several states in the Southeastern US. The growing portfolio currently includes Apartments, Mobile Homes, and Commercial properties. Our investment, management, and construction platforms work in sync providing top-level customer experience, impressive investment returns, and a culture of innovation and goal setting.
Market diversification is one thing that’s always emphasized in investing circles. But there are those who dare to concentrate on a particular market and have grown their businesses to success.
In this episode, Harvard Grace Corporation CEO Stewart Heath explains to us why his hyper-focused property investing strategy has worked for him. Life Bridge Capital’s Whitney Sewell gets to know more of this industry veteran in this new episode.
Key Points From This Episode:
- How did he start in real estate investing?
- How has the property industry changed through the years?
- Why is he committed these days to syndications?
- Why did he decide to be hyper-focused on a particular market?
- What is his philosophy behind focusing on one asset class?
- What are some factors that he thinks can break a deal for him?
- How should investors calculate the amount of reserves that they need to have?
- What is his best source for meeting new investors today?
- How does he give back to the community?
Tweetables:
“So these days, I do syndications, not only to give other people opportunities to get into real estate deals. But it's also risk diversification.”
“We make sure that there are plenty of reserves in all of our deals from the get-go.”
“And because you don't know what's going to happen, I've also focused completely on cash flowing properties.”
“That's what investing is about. It's about recurring cash flow.”
“Hyper-focus is really for me, I'm not saying that I will never do anything. In other markets, the Tennessee Valley is fairly target rich, and I like to be one hour away from our deals.”
“We manage our properties, we do the property management. I think the property management model is broken. And so we sort of do that."
"We take a customary fee for that, but trust me, we're losing our shirts doing that. But to me, it is so important to do the boots on the ground management to deliver on the proforma that has been sold to the investors.”
“The model is broken, where you can't really hire top notch people without them basically taking on more than they can handle and make that make that a business itself.”
“Self-storage is a great way to play the multifamily movement.”
“We feel like being an expert in the community makes it not so necessary for us to focus on asset class expertise if there is such a thing as asset class expertise.”
“If we can deliver our investors a reasonable return and still have a 1.2X debt service coverage to us, that's a good deal.”
Link Mentioned in Today’s Episode:
Harvard Grace Capital
Harvard Grace Advisors
Stewart Heath on LinkedIn
Email Stewart Heath
About Stewart Heath
Stewart Heath, CPA is the CEO of Harvard Grace Corporation and Harvard Grace Capital. He previously held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. In 2016, he was recognized as a finalist for the Nashville Business Journal’s CFO Awards.
He earned his CPA license in 1987 and has since held several senior financial and operating positions. Heath also holds a B.S. in Business Administration from Auburn University. He also sits on several boards, including Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living.
Self-storage can be a lucrative investment opportunity for those who do their due diligence and invest wisely. Take it from our guest Kris Benson as he talks about his path to real estate and how he ended up in self-storage and stabilized his assets. He also discusses the potential risks that investors should consider and the competition from new operators.
Kris also notes the importance of standing out to make a lasting impression on potential investors and finding the great people you know will act on your behalf when there’s a downhill. Listen in as he gives a bonus tip on why expansion is the biggest lever to grow net operating income and maximize return on investment for investors.
Key Points From This Episode:
- Kris talks about his path in real estate and his investments before getting into self-storage.
- Kris’ overview of where the industry stands today and the benefits and potential risks of investors considering self-storage.
- Why is America just a culture built on consumerism?
- Why is market dynamics considered the biggest risk for investors investing in storage?
- How Kris goes about learning the occupancy of their competitors in their market.
- The ways, as an operator, to maximize return on investment.
- Expansion as the biggest lever that Kris and his company is pulling off right now.
- Are there many mom-and-pops owning 100 to 200 units?
- What are the exit strategies operators should consider in the long term?
- Kris’ best source for meeting new investors right now.
- What makes Kris’ business stand out and what also worked out for Whitney and Life Bridge Capital?
- The challenging part about investing passively.
- The importance of finding great people and building a relationship with operators.
- The locations where Kris is going to do deals and partnerships.
Tweetables:
“The more storage there is, the more people use it.” - Kris Benson
“The thing I would say from an investor standpoint is, the people who trust you, as an operator, they're going to be the people who write your check.” - Kris Benson
“I was interested in self-storage as an asset class, I was convinced that cap rates and apartments couldn't possibly compress any further than they were at that moment.” - Kris Benson
“As an investor, you're trusting the operator to find good opportunities for an exit. For us, it's mostly been institutional capital and the REITs that have provided those exits for us.” - Kris Benson
“I've done a fair amount of passive investing in my career. And what I bet on is team and track record..” - Kris Benson
“I want to know the people first because, generally, if you have great people, that's a good place to start. When things go downhill, you know those people are going to act on your behalf.” - Kris Benson
Links Mentioned in Today’s Episode:
Reliant Real Estate Management, LLC Website
Reliant on LinkedIn
About Kris Benson
Kris Benson oversees the equity-raising arm of the business, sits on the investment committee, and manages investor relations. In the past 24 months, the Reliant team has been responsible for over $200 million in self-storage acquisitions across the southeastern U.S.
Kris, an executive sales professional brings a wealth of knowledge from his own experience in the commercial multi-family arena. Prior to joining Reliant, he worked for Intuitive Surgical, the developer of the da Vinci surgical robot. Mr. Benson graduated from the State University of Binghamton. Kris currently lives with his wife and children in Roswell, Georgia.
Can winning habits be learned? In the case of real estate syndication, anyone can take advantage of success stories from investors who have learned the ropes through the years.
In this episode, Sean Donnelly of Left Field Investors shares valuable insights on how to thrive in a real estate syndication. Life Bridge Capital’s Deana Berg gets to uncover his journey into passive investing and how he continues to make a mark in the industry.
Key Points From This Episode:
- What made him decide to venture into real estate investing?
- What role does his wife play in the business?
- What were the lessons he realized from his first investment?
- What motivated him to go into passive investing?
- How was his experience doing his first phone call to propose a deal?
- How does he approach PPM today?
- What investment advice did he learn that is still relevant today?
- How has he demonstrated the power of real estate investment to his kids?
- How does he keep track of his investments?
Tweetables:
"You don't have to be the first, just be the swiftest. So just keep going.”
“Have grit, have that hustle, have that passion.”
“Never give up on yourself, whatever it is that you're going to, go after it with passion.”
“What we want to do is educate people in this passive investing space and make them smarter and better and understand the importance of due diligence.”
“Think differently, invest passively.”
“Our goal is not to go after the shiny object, but to go after people that go after knowledge, to share that knowledge, and then find operators and sponsors that we know, like and trust.”
Link Mentioned in Today’s Episode:
Sean Donnelly on LinkedIn
Left Field Investors
Email Sean Donnelly
About Sean Donnelly
Sean Donnelly started his real estate investing journey in 2007. However, the recession tested his determination to which he credits today for inspiring him to be one of the best in the industry. Today, he is active in multi-family and funding opportunities through syndications.
Sean earned a degree in finance from Iowa State University and then completed his MBA in 2007 from Otterbein University.
Today’s guest, Paul Thompson, shares his journey from transitioning out of a nine-to-five job to becoming a full-time real estate investor. Paul talks about how he scaled from single-family rentals to multifamily properties and how he leveraged access to other people's money to fund his own projects.
He dives deeper into the process of doing his own projects as a sponsor, launching a hard money lending fund and some tips for building relationships with investors. He also discusses the challenges of starting a fund and the current economic climate and how it is affecting the fund industry, so don’t miss it!
Key Points From This Episode:
- Paul shares about who he is and how he got into real estate investing from his nine-to-five job.
- What made Paul transition from single-family properties to finding opportunities in multifamily?
- Paul talks about how he got into hard money lending fund and started helping others fund their projects.
- The techniques Paul uses to get good at raising money and building relationships.
- Paul explains why he prefers to be a fund manager rather than a sponsor.
- Who are the people that Paul is lending to and the type of deals he’s looking to partner with.
- The challenges, pros and cons of starting the fund Paul has.
- Paul’s best source to meet new investors right now.
- The best advice of Paul for passive investors.
- The personal and professional metrics that Paul tracks.
- The number one thing that contributed to Paul’s success.
Tweetables:
“I found a mastermind to be a part that focuses on training you to be a fund manager that was a kind of a shortcut or a hack that I feel like I paid a lot of money for, but it helps me get off the ground so much faster.” - Paul Thompson
“I'm genuinely looking for somebody who has a problem that has capital. And that problem is I need to earn yield, or I need to create cash flow, I need to grow net worth.” - Paul Thompson
“Buying a 40-unit apartment complex is not 40 times harder than buying a single-family unit. It's harder but it's not 40 times harder.” - Paul Thompson
“Balancing deals to money is why fund managers get paid, because they're raising capital for it with a certain expectation and going finding a fit in the marketplace for that.” - Paul Thompson
“And if you're in a market where the population is growing, and there's net growth in jobs, then they need a place to live. And when you fundamentally offer a product that offers a nice, pleasant place to live, then you're in a good place.” - Paul Thompson
Links Mentioned in Today’s Episode:
Paul Thompson's Website
Paul Thompson on YouTube
Paul Thompson on LinkedIn
Paul Thompson on Instagram
About Paul Thompson
Paul Thompson is a successful real estate investor and entrepreneur. He used his expertise in real estate to make the transition from the traditional nine-to-five work schedule to becoming a full-time investor. In just a few short years, Paul and his wife were able to turn their dreams into reality.
In addition to his own real estate investments, Paul is the founder of My Freedom Foundry and Next Level Mastermind, where he helps other real estate entrepreneurs grow and scale their businesses.
Through his companies, Paul shares his knowledge and experience with others and helps them achieve financial freedom through real estate investing.
Working with a real estate banker can be an important part of financing a real estate investment. How should you build a strong relationship to help you secure financing for future projects?
In this episode, Brian Tobler of Tobler Capital helps us understand how to raise one’s chances of securing a loan when working with a banker. Take it from this former vice president of the real estate division of two of Denver’s top banks.
Key Points From This Episode:
- What were the lessons he learned from his banking career that he applies today in real estate investing?
- Why did he leave the banking industry to establish his real estate firm?
- How did he educate himself to learn about the industry?
- How can investors identify which bankers are going to help them get the deal closed?
- Which asset class is he most focused on?
- What are the things that investors need to be aware of when securing a loan?
- What are his predictions for the real estate market?
- What factors helped him improve his business?
- What is the best source for meeting new investors today?
- What are some of the most important metrics that he tracks?
- What's the one thing that has contributed to his success?
Tweetables:
“I think the wisest approach is for the borrower and the bank to feel comfortable with the leverage and what they're doing, and make sure that it's underwritten conservatively.”
“We can all get a little excited, the market’s hot, we're going to miss out, we all get a little greedy at times. And I think that's where we have to catch ourselves and say, ‘Does this make sense?’”
“It's having your package clean and orderly. So if you have your underwriting that you can submit with your proforma, you have your property and project information all laid out.”
“So bringing all that in a Dropbox file, or in some way that the banker can get it, read it, review it and make a quick decision, they can get it into their team into the underwriting a lot quicker."
“If somebody comes unorganized, or they're missing a lot of the material, or there's their financial zone data or something, it starts to raise red flags.”
“Usually, bankers are pretty willing, unless they're just totally overwhelmed. But if you can get them out to a coffee meeting, or a lunch, get to know their personality, and then talk through what you're doing.”
“If you've done your homework, the key is to just create a relationship with the banker. Your banker should be one of your colleagues, friends, trusted advisors that you can lean on and ask questions. Bankers are always happy to do that.”
“You get to help a lot more people than you know, if you're just helping each operator as they come there.”
“I jumped in and started educating myself, started networking and the more I did that I really enjoyed it. This is what I'd like to do more of.”
“Part of your due diligence not only for yourself but your investors is to get a list of bankers and interview them.”
“I'm mostly geared towards the multifamily space. There's a lot of activity going on, and you just want to make sure you understand it, and the underwriting is solid.”
Link Mentioned in Today’s Episode:Tobler Capital
Brian Tobler on LinkedIn
About Brian ToblerBrian Tobler founded Tobler Capital after serving as vice president of the real estate division of Denver’s top banks namely,, Central Bank & Trust and Commerce Bank for almost a decade.
He obtained his undergraduate degree from Brigham Young University and an MBA from University of Colorado Denver.
In this #Highlights episode, we look back at our conversations with two accomplished professionals who also found great success in real estate investing, Daniel Holmlund and Derek Clifford. Daniel educates full-time professionals about investing in real estate because he believes they can achieve financial freedom faster through real estate investing. Derek shares great tips on juggling your full-time job and real estate investing.
If you hope to invest in real estate while still working full-time, Derek shares three essential things: right intentions and consistency, mentors and focus. Whether you are a full-time professional with the ambition to get out of your W2 and go into full-time real estate, or you want to stay in your W2 long-term but just want to be involved in real estate, this show is for you! Listen now and discover the tremendous benefits and opportunities outside your 9-5 schedule!
Key Points From This Episode:
- Daniel Holmlund’s professional background.
- How Daniel learned about real estate.
- What to do before you join syndications.
- How Daniel solves the lack of education about real estate among professionals.
- The challenges full-time employees face while investing in real estate.
- How can an individual working a full-time job start investing in real estate?
- Derek shares tips on how to find the perfect mentor for you.
- The network is an important part of your real estate journey.
Tweetables:
“You can talk about the projections, and you can talk about why they are recession resistant, or why there might be exposure to a particular sector of the economy. You can tell the strengths and weaknesses of a particular real estate deal and talk about them in depth.” —Daniel Holmlund“There is a way out. It takes time and effort, but if you partner with the right people, or if you have the right intention, if you have consistency, and if you have mentorship, and if you have focus, if you can combine those things together, then you can create an active business on your own.” —Derek CliffordLinks Mentioned in Today’s Episode:
Daniel Holmlund on Twitter
Daniel Holmlund on LinkedIn
Episode 638
Derek Clifford on LinkedIn
Elevate Equity website
Episode 1125
About Daniel HolmlundDaniel Holmlund believes that working professionals can achieve financial freedom in 3-5 years while working full-time. Daniel is an engineer for a large, Silicon Valley CPU manufacturer, but in the evening, Daniel works with investors to help them build passive income by partnering with them and purchasing cash-flowing, multifamily investment properties. Daniel is a general partner in 490 units in Houston, Texas, and Memphis, Tennessee, and a member of Think Multifamily, which collectively in 2019 closed $250M in assets, which comprised 4,300 doors over 21 deals. Daniel is also the host of the WIN Multifamily Show, the husband of Hilary Holmlund, and the father of three wonderful kids.
About Derek CliffordDerek Clifford is a successful single and multifamily real estate investor, adding 13 out-of-state units to his portfolio in his first year of acquisitions while working a full-time corporate job. Today he is a multifamily investor controlling 250+ apartment units with over $20M AUM (and climbing). He is also an author, vlogger, and podcast host of the “Elevate Your Equity” Show. He is the founder and CEO of Elevate Equity, a firm that partners with individuals and companies to purchase, improve, and operate cash-flowing multifamily apartment real estate.
In this #Highlights episode, we look back at our conversations with Jonathan Farber and Emma Powell. They share how taking that first step in their journey to success was one of the most challenging yet rewarding decisions they have ever made.
Many real estate investors look back on their lives and wonder why they didn’t get into the game sooner. Not so with Jonathan Farber. At 26, he’s juggling a W2 job with investing, having already signed four single-families and a four-unit property. He attributes his success to his ability to take action. Emma Powell is a supermom who doubles as a real estate superstar. By making small, everyday steps, Emma has accumulated 92 units in just two years, and she believes it is down to one simple recipe. In this episode, we examine her key ingredients and determine why they work so well. We kick things off by looking at her history in real estate, and how she broke into the industry.
Key Points From This Episode:
- The challenges that kept Jonathan laser-focused on his real estate business.
- How starting a podcast can help develop better workflow processes.
- The benefits of building a network through BiggerPockets and Facebook groups.
- Jonathan’s formula for taking action: Just do it then put a system around it.
- Some systems that you can put into place for your business.
- The benefits of delegating tasks.
- The most challenging deal that Jonathan has worked on.
- How Jonathan found investors for his $650,000 luxury flip.
- What gave Emma the confidence to purchase a 50-unit rental property which was bigger than anything she had done before that in real estate?
- Tips to manage a home with six kids, a side hustle, and a real estate business.
- Tips for systematizing your business.
Tweetables:
“Reach out to the people. They will be so much more receptive than you think.” –Jonathan Farber
“If you are going to spin all these plates, make sure that the ones that crash are the ones that don’t matter. If you want to stop breaking plates, stop spinning so many.” –Emma Powell
Links Mentioned in Today’s Episode:
Jonathan Farber on LinkedIn
Episode 657 - Jonathan Farber
Emma Powell on LinkedIn
Highrise Group
Passive Income Real Estate Investing
Episode 743 - Emma Powell
About Jonathan Farber
Jonathan Farber is a 28-year-old side hustle investor currently living in Raleigh, North Carolina. He grew up in Long Island and spent three years in Raleigh working in software. Jonathan started investing in real estate by acquiring single-family rentals. He has four single-families and one four-unit through the house hacking strategy. The host of the Millennial Millionaire Through Real Estate Podcast, Jonathan is an avid golf player who enjoys personal development and trying new things.
About Emma Powell
Emma Powell and her husband of 26 years, Troy, now live in Salt Lake City, Utah after 20 years in Austin, Texas. They started investing in real estate in 2018 and 2019 after a layoff using cash from a personal home they lived in and refurbished. After acquiring eight rental units and wholesaling two of them, Emma quickly recognized that multifamily real estate was where she wanted to invest in and put her focus. In 2020, she purchased an Idaho 50-unit complex in a 506c syndication and a Little Rock 34-unit 2-property portfolio in a joint venture.
Investing in real estate requires thorough underwriting, strategic partnerships, and continuous market research. Corey shares his background in commercial real estate and his success across multiple states in multifamily investing, making him produce a portfolio of over $1M.
Fair Winds Capital Investments also exemplifies these qualities by taking calculated risks and exploring new markets while learning from their experiences. Tune in as Corey shares his company’s debt financing strategies and the company's growth plans and predictions about the future of the economy. Listen now!
Key Points From This Episode:
- Corey’s background and where he is at today.
- Corey’s military background and transition into real estate.
- Corey discusses his move from single-family rentals to commercial real estate and the mental shift to make that change.
- How Corey was able to continue investing in real estate without a significant amount of capital and by getting into syndications and partnerships.
- Why asset management is something that Corey excels at and is his strength as a real estate investor?
- Corey talks about his team and the co-founders of Fair Winds Capital Investments.
- The typical cost of a deal, the money on Corey’s recent projects, and the amount of equity in debt.
- What is Fair Winds finding in the world of debt today?
- Corey shares about the contract they broke during their due diligence in Houston and why.
- The places Corey is looking to invest in today other than Houston.
Tweetables:
“I'm definitely on board with partnerships and invested dollars, my own dollars and bringing it all in together to take down a good deal.” - Corey Chonsky
“For us, we wanted to get as much capital as cheaply as possible. And we went with the blended approach.” - Corey Chonsky
“I'd much rather have partnerships involved in taking down a property than just me trying to do it all on my own.” - Corey Chonsky
“The blended approach to financing allows us to get as much capital as cheaply as possible, reducing the blended rate as much as possible. With the current market conditions, bridge loans could be around 7-7.5%, but with the blended approach, we can get capital at a lower rate.” - Corey Chonsky
Links Mentioned in Today’s Episode:
Rich Dad Poor Dad Book
Fair Winds Capital Investments Website
Fair Winds Capital Investments on Facebook
Fair Winds Capital Investments on LinkedIn
About Corey Chonsky
In 2015, Corey was stationed in Norfolk, VA, where he began his real estate investing career. He began his investing much like other investors by purchasing and rehabbing distressed single-family properties.
While building his real estate portfolio, he doubled his portfolio every year even while continuously focusing on his primary duties as a Naval Officer, which included several deployment workup cycles and being deployed for the majority of 2016 and 2018. He has built a personal portfolio of 53 units worth over $5 million
As Corey winds down his Naval career, he positions himself to fully transition into real estate investing and apartment syndication. He is the lead managing member of a small apartment syndication in the Ocean View area with 23 units across six properties worth $1.55 million. As he moves on from a truly rewarding career in the US Navy, he looks forward to fully committing himself to a life in real estate that will only be second to his family.
True to the popular real estate quote, “Location, location, location,” savvy investors can benefit from property investing through high rates of return and significant tax benefits only if they know how to select their markets.
In this second of a two-part series, Charles Carillo of Harborside Partners delves more into the long-term strategies he uses to sustain his growth in the industry. Discover what markets he prefers and the one factor that has contributed to his success.
Key Points From This Episode:
- What are the leading industry indicators that he considers when investing?
- What are his thoughts with regard to today’s employment statistics?
- How will the economy survive the recession?
- What are some important factors that he considers when underwriting deals today?
- How much of his investments does he re-invest?
- What's the one thing that has contributed to his success?
Tweetables:
“I'm looking for light value adds. And that's been what we've been working on over the last year or two.”
“The average C Class tenant has less than $400 in savings. So just think of having their hours cut will dramatically delay when you're getting paid.”
“You don't want someone paying rent by going to the payday loan. And so it's very important to buy in better areas.”
“I personally rather make 10% or 12% on keeping it invested, and you keep all your tax benefits as well compared to just leaving it in the bank.”
“You have to read into stuff and that's what I like to do and really realize what's happening.”
Link Mentioned in Today’s Episode:
Harborside Partners
About Charles CarilloCharles Carillo is a managing partner at real estate syndication firm Harborside Partners. He has been actively involved in the company since 2006, overseeing all acquisitions, investor relations and strategic partnerships.
He obtained a management and entrepreneurship degree from Central Connecticut State University.
By investing for the long term, investors can ride out short-term market fluctuations and take advantage of the compounding effect of returns over time. This makes passive investing an ideal choice for many. But how can it be sustainable in the long-run?
In this first of a two-part series, Charles Carillo of Harborside Partners talks to Life Bridge Capital’s Sam Rust and explains what strategies he believes will make passive investing a huge opportunity for both new and veteran investors.
Key Points From This Episode:
- What got him started in passive investing?
- What is his advice to new investors when it comes to selecting areas to invest in?
- What motivated him to self-manage his portfolio before?
- What areas should investors look out for?
- Why should investors stick to their business plan?
- What was his business plan during the recession?
- How does he communicate with his clients?
- What are the ways that he nurtures his clients?
Tweetables:
“It's very important to buy in areas that are growing, no matter where you are.”
“It's really important for investors to know when they're investing, especially in the multifamily industry. Invest in areas where there's population growth, job growth, and where there's money being reinvested into the community.”
“If you have a business plan, stick to it when you're putting money in and when you're taking money out.”
“Let people know that that's how it's going and what you're doing to get it to. The final equity multiple is the whole goal.”
“The whole project is getting out there and getting distributions on the way.”
“Other people want to get more involved, and they want answers faster, and they want to get their questions in front and center. So make sure that you can answer it.”
Link Mentioned in Today’s Episode:
Charles Carillo on LinkedIn
Harborside Partners
About Charles Carillo
Charles Carillo is a managing partner at real estate syndication firm Harborside Partners. He has been actively involved in the company since 2006, overseeing all acquisitions, investor relations and strategic partnerships.
He obtained a management and entrepreneurship degree from Central Connecticut State University.
When looking at a project to passively invest in, one of the things you must ensure is to find out whether or not an operator is prepared for a downturn. In this #TechandTacticsTuesday episode, Claude Condo teaches us how to get started in real estate investing and how he and his wife set goals for passive investing and income streams.
He shares how he helps nurses, pharmacists, and physicians invest in commercial real estate. He even gives us tips on how to vet sponsors in investment deals and how to effectively evaluate sponsors to ensure successful investments. Tune in now and also learn how important is diversification across different asset classes and how to navigate the current economic climate. Don’t miss it!
Key Points From This Episode:
- Claude shares a bit of his background and why he moved into investing in syndications.
- The process of vetting sponsors.
- The timeline for the vetting process.
- The importance of vetting sponsors before investing and the role of trust in successful partnerships.
- The hard stops that you should look for in a sponsor before investing.
- The goals of a passive investor and the importance of diversification across different asset classes.
- Being a passive investor in the current economic climate.
- What’s the biggest challenge to a passive investor?
- Ways to find out if an operator is prepared for a downturn.
- Claude’s advice to passive investors right now.
- The important metrics that Claude tracks both personally and professionally.
- Habits that produce the highest returns for Claude.
- What’s the number one thing that contributed to Claude’s success?
Tweetables:
“Real estate is a small world, so it's important to network and know your sponsors.” - Claude Condo
“It's [underwriting model] a comprehensive list of stuff that we follow to make sure that it meets our criteria and making sure that the investors we can predict the future but at least we can minimize our risk and manage our risk.” - Claude Condo
“Now with this interest rate changing, market changing, that's when you really truly see an excellent sponsor versus an average.” - Claude Condo
“I want to make sure that you have experience in this asset class, and you have proven that you are successful.” - Claude Condo
“Best advice would be to really know the sponsor, check out the track record and look at the deal as well.” - Claude Condo
Links Mentioned in Today’s Episode:
RX REI Website
Claude Condo on LinkedIn
RX Investor Podcast
About Claude Condo
Chairman and Founder of Homestead Community Pharmacy; investor in multiple NNN healthcare and government facilities; Founder and CEO of Rx Real Estate Investment
Claude brings over a decade of experience in commercial real estate investment with a special emphasis on triple net (NNN) acquisitions.
Claude is a highly successful pharmacist, and multi-business owner, and understands the importance of real estate ownership as it pertains to medical practices.
Claude is on a mission to help 10,000 pharmacists and other healthcare professionals achieve financial freedom through commercial real estate investing and syndications.
Claude is the founder of The Condo Foundation, which provides educational resources, start-up support for entrepreneurs, and healthcare for hundreds of families in Kigali, Rwanda.
To succeed in real estate investing, one must develop business skills and sound knowledge of the property market. Some successful real estate investors use their experience in one field and apply it to their investing practice.
Todd Silance is one of the few entrepreneurs who succeeded at effectively managing multiple business ventures and staying on top in the industry. Through his expertise in relationship building, organization, and leadership, he has built a real estate investing company and multiple franchises of a popular fitness center. Discover his journey in this special interview.
Key Points From This Episode:
- What made him decide to venture into business?
- Why did he follow the franchising route? What made him attracted to it?
- What is it about real estate that he is so passionate about?
- How did he streamline his operations in real estate?
- What has he learned from the franchise model?
- How does he find the right people to work with?
- What would he have done differently on his first deal?
- What is his best source for meeting new investors today?
- What are his best pieces of advice for passive investors?
- What are some of the most important metrics that he tracks?
- How does he give back to the community?
Tweetables:
“Let's use the systems that are out there from people that I've invested with or partnered with. Take the best of the best from all of them, and try to put it into our business and streamline it.”
“It's a learning experience. And actually, it benefited me on how I present the next deals or how I've connected with other operators, other people in this industry.”
“It allowed me to grow our investor base and how we present the deals to our investors.”
“We may not have a physical presence, but what we do have is potential other partners, operators that are in those markets, have strong presence and have great fundamentals that we might be able to partner with.”
“Just like everybody, whether you're working as a doctor, whether you know, any job you might have, you're always looking to invest your money, whether it's probably for the future.”
“We're trying to provide an opportunity to educate those business owners that they can get some benefits in real estate passively by investing passively.”
“We found good traction in investors in our local meetup groups. It's a common place where investors will go and you can create those relationships and educate them on what your business is.”
“Make sure you get to know the operator, the business plan, and that you’re comfortable with them and their track record.”
Link Mentioned in Today’s Episode:
Todd Silance on LinkedIn
Summit Capital
Email Todd Silance
About Todd Silance
Todd Silance is the co-founder of real estate investing company Summit Capital Co. and managing partner of Silance Investment Group. Todd has also been managing Anytime Fitness franchises for more than 15 years. Prior to this, he worked for 16 years at insurance firm Nationwide.
He obtained a BA from Temple University and a Master of Leadership Development from Penn State University.
In this #Highlights episode, we look back at our conversations with Tim Rhode and Bobby Jones. They offers plenty of other fresh insights into how to educate yourself, take action and become financially free. Tim shares his strong beliefs about the power of the collective. He believes that by surrounding yourself with others who are in the position you hope to one day be in, you will get there too.
Bobby’s advice to listeners is to have an alternative income in case of an emergency. Invest in real assets and focus on cash flow. If you’re looking to protect your portfolio and you want to truly diversify, start looking outside the stock market. It doesn’t mean you have to abandon investing in stocks, but there are many different options that you can try. Listen now to learn more!
Key Points From This Episode:
- The six levels of financial freedom.
- The biggest struggles in moving from level one to six.
- The ABCs of finances: Offense, defense, invest wisely.
- Find and join a tribe of like-minded people.
- Our only real limits are our negative beliefs.
- Be willing to do the work that others will not do to get to where you want to be.
- Passive income provides you options in case of an emergency or whenever you might need it.
- The best way to start creating passive income is through education.
- Find the education that fits your learning profile and go for it.
- Why diversification in stock market is a myth.
Tweetables:
“Success is making a lot of money. Fulfilment is knowing what to do with that money to build you a lifetime of wealth and building a rich full life worthy of it.” —Tim Rhode
“It's not about what you make, it's about how much you get to keep.” —Bobby Jones
Links Mentioned in Today’s Episode:
Tim Rhode on LinkedIn
Gobundance
Episode 380
Bobby Jones on LinkedIn
Bobby Jones' email
Episode 1304
About Tim Rhode
Tim is one of the Founders of Gobundance, and also the Founder/ CEO and visionary behind 1Life Fully Lived; a non-profit organization he started in 2011. He is totally committed to helping people of all ages plan their best future; including helping transform the “life education” of young people. Tim can be found daily either out “Getting the goods” or chilling locally with family and friends, or he’s busy helping humanity find their most fulfilling lives Tim’s passions include his family, skiing, hiking, and mountain biking.
About Bobby Jones
Bobby Jones is a retired nurse anesthetist turned alternative investor. The discovery of truly passive income through apartment syndication blew his mind and got him thinking about other burned-out healthcare providers who didn't even know this option existed. That led him to start On-Call Capital, an equity firm that helps educate healthcare providers and working professionals about investment opportunities outside of the stock market while offering opportunities to do so. In the last couple of years, he and his wife have become limited partners in a total of nine syndications, and he is a general partner in two additional deals.
In this #Highlights episode, we look back at our conversations with John Casmon and Dave Dubeau. John shares the 'three Cs' of raising capital: confidence, credibility, and connections. He also talks about building good teams by adding value to people and the benefits of having a mentor.
Raising capital is a crucial step in syndication and it is not as easy as it sounds. Dave had to go through several rejections before he finally discovered the right formula to raise capital without rejection. He shares the steps of intelligent marketing and his philosophy in marketing real estate which is to encourage people to reach out to you instead of you chasing after them. Click the play button now and learn the best practices in building genuine connections to raise capital!
Key Points From This Episode:
- The right mindset for capital raising: It’s not about how much you want to raise but how much you can help others.
- The three Cs of attracting capital from investors: Confidence, credibility, and connections.
- Building confidence through learning, credibility through experience, and connections through networking.
- The value of taking massive action for finding success in anything.
- What is intelligent marketing for raising capital?
- The 3-step warm-up campaign – reconnecting with people, replying to people, and the transition message.
- Why you don’t need to have a ton of deals on your belt to start raising capital.
- Why having a conversation upfront with investors is a key to success.
Tweetables:
“We want to learn from everyone we come across and we want to continue to elevate ourselves.” –John Casmon
“Keep it (marketing materials) pretty simple, keep it edutaining – a little bit educational, a little bit entertaining.” –Dave Dubeau
Links Mentioned in Today’s Episode:
Casmon Capital Group
John Casmon on LinkedIn
Episode 715
Dave Dubeau on LinkedIn
Dave Dubeau's website
Episode 968
About John Casmon
John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in close to $90 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Target Market Insights: Multifamily + Marketing podcast and is the co-creator of the Midwest Real Estate Networking Summit, a no-pitch event to connect like-minded investors. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike, and Coors Light, while building his personal multifamily portfolio.
About Dave Dubeau
Dave Dubeau is a Real Estate Entrepreneur, Best-Selling Author, Speaker, and Investor Attraction Expert based in Beautiful British Columbia, Canada. He began his real estate investing career in 2003 doing 18 deals in 18 months. He later switched his focus to client-first rent-to-own deals, and nowadays he invests in multi-family (apartment building) properties. For the last several years Dave has been a leading authority in helping mom n pop real estate investors to find money partners and raise capital. Using his proprietary 5 Step Money Partner Formula™, Dave helps his real estate entrepreneur clients to grow their portfolios significantly and in record time by attracting investors (instead of chasing after them).
Buying properties as long as it cash flows is one of the philosophies of our guest today – Wagner Nolasco. In this episode, Wagner helps us understand and explore the world of build-to-rent communities (BTR). He sheds light on how these communities operate, the benefits they offer, and how individuals can get involved.
Listen in as he also discusses the process of building and selling land for rental purposes or multifamily syndication. He even shares his insights into what an individual can do with the land they've built on and whether to use it as a turnkey rental or sell it to a multifamily syndicator. Tune in now and hear the best advice he can give so you can own multi-million worth of properties as well!
Key Points From This Episode:
- Wagner’s background and how he got started in real estate.
- How many lots does Wagner have land banked right now?
- The entitlement process and why is it one of the most painful things you go through.
- Why you’re only as good as your last project.
- How much does the entitlement cost per lot in Build To Rent (BTR)?
- Wagner’s philosophy of weekly pay for contractors and the benefits of building more for the companies.
- How loyalty and subcontractors saved Wagner and his business during COVID?
- The process of building on land and creating a valuable asset that can be sold or rented out.
- The advantages and disadvantages of using a building as a turnkey rental property and how to price and manage it effectively.
- The process of selling land to a multifamily syndicator, its benefits, and how to navigate its complexities.
- How does having a clear exit strategy in place can help investors make informed decisions and achieve their long-term goals?
- The best advice Wagner can give with the market’s state right now.
Tweetables:
“Loyalty is definitely something you want to carry over in the building industry because you're only as good as your last job.” - Wagner Nolasco
“When I have an opportunity to sit on the other side of the table, I'm gonna do things differently” - Wagner Nolasco
“We pay our subcontractors every week, we don't wait for 30, 45-day draws requisitions, we actually pay them on a weekly basis. It just gives them more perspective, value. And we really appreciate everything they do for us.” - Wagner Nolasco
“The best cash flowing asset that I have is some single-family homes, we own multifamily, we have delivered Josh over $700 million of properties that are ready to investors.” - Wagner Nolasco
“We're very proud to be here and to be able to help not only the mom-and-pop because those are definitely important for us and that's where my heart is. But also institutional buyers to find quality properties that are going to give them the cash flow they expect.” - Wagner Nolasco
Links Mentioned in Today’s Episode:
Wagner Nolasco's Website
Wagner Nolasco on Facebook
Wagner Nolasco on LinkedIn
About Wagner Nolasco
Wagner Nolasco has 20+ Years as a Real Estate Investor, Developer, and Builder. He is the founder of Built 2 Rent Direct, a one-stop source for investors who want to buy real estate. He is also the co-author of THINK BIG!, an Amazon bestselling book that brings you story after story of overcoming, growth, and transformation from entrepreneurs, professionals, real estate investors, entertainers, speakers, and more.
Real estate syndicators harness their expertise when it comes to managing real estate projects. However, what separates the best investors from the mediocre ones is their ability to look at deals with confidence and create a plan for success.
In this new episode, Litan Yahav shares why he uses the IRR to track his success and why he believes that investing is all about the numbers. There’s so much to learn from this former Israeli Defense Forces naval officer and tech platform co-founder.
Key Points From This Episode:
- What got him started in real estate syndications?
- How are investments regulated in Israel?
- How many deals did he invest in passively and what types of assets does he deal with?
- What are the questions that he could have asked the past operators that he previously worked with?
- hHow does he go about determining the level of trust with somebody before making his investment?
- What are his thoughts on investing in a single asset?
- What does he like to see as far as ensuring that the operator he is investing with is prepared for a downturn?
- What are some of the most important metrics that he tracks?
- What's the one thing that has contributed to his success?
- How does he give back to the community?
Tweetables:
“It's all about the numbers, it's just like looking at an underlying asset.”
“I don't really care as long as the numbers match what I'm looking for, and I'm looking for higher risk, higher returns…around 50% and 80% IRR is what I usually look for in a deal.”
“I do think that there's going to be a lot of deals in the market, you want to find operators that know how to identify those deals.”
“The numbers need to be more conservative, I think, as opposed to what they were in the past few years.”
“So low and the asset value makes sense, I think now moving forward, that'll be more sort of lower, so you'll have less loan to value. I think it just makes it a safer deal.”
“I always track IRR. I think that's the most important metric that exists. Most people don't really understand that metric.”
“The IRR is the only metric that you compare apples to apples. If I put $100,000 in the stock market, but $100,000 into a real estate investment, the only way to compare those two is using IRR.”
“What contributed to my success is finding good people to invest with and stay on top of my investments.”
“I think being on top of everything, and finding good people contributed to my success.”
Link Mentioned in Today’s Episode:
Litan Yahave on LinkedIn
Vyzer.co
litan@vyzer.co
About Litan Yahav
Litan Yahav is the co-founder of investing platform Vyzer. After serving as an officer in the Israeli Navy, he established and successfully sold a tech company in the global diamond industry.
Litan then became a passive real estate investor and went on to establish Vyzer. He earned his LLB from Reichman University.
Consistent action with intentionality is key to generating impacts that are constant as well! In this episode, Patrick Soukup shares his unique perspective on real estate investment and why he is not a fan of syndication. He explains to us the reason behind why he chose to follow the buy-and-hold strategy when investing.
He also shares his investment philosophy and talks about leveraging, the BRRR method and the strategies he uses and doesn’t use when investing in real estate. Listen in as Whitney and Patrick delve into the world of real estate and how you too can benefit from Patrick's expertise. Get ready to learn unique investment techniques, so tune in now!
Key Points From This Episode:
- Patrick shares about his real estate business and his current focus right now.
- The first property that Patrick has bought and his thinking despite the market crash that year 2009.
- What exactly is the ‘fixing and flipping’ strategy that Patrick uses?
- Why is it important to add consistent action on a weekly basis to also achieve success?
- Patrick talks about what is a “boring” investor and why he’s one of them.
- Why did Patrick choose the long-term approach to investing?
- The pros and cons of syndications according to Patrick’s opinion.
- Why didn't Patrick choose real estate syndication?
- Patrick explains his own strategies when investing.
- The one thing that Patrick would’ve done differently.
- Patrick’s predictions in the next six to 18 months and how it's affecting his business decisions.
- Patrick’s most important personal and professional metrics.
- The habits that produced the highest returns for Patrick.
- The one thing that contributed to Patrick’s success.
Tweetables:
“I kind of mentioned to you how important a personal brand is building the relationships and community. And that's not done by accident, it’s done intentionally. And that's by way of essentially daily and weekly habits.” - Patrick Soukup
“If you put some consistent action, by way of daily habits, weekly habits, you start to see the impacts and the real results, years and years to come. And you just look and it's a direct correlation to the work that you put in.” - Patrick Soukup
“Think about working from nine to five, having so much time. But without intentionality behind it, I think you really can get lost. But if you put some consistent action, by way of daily habits, weekly habits, you start to see the impacts and the real results, in years and years to come. And you just look and it's a direct correlation to the work that you put in.” - Patrick Soukup
Links Mentioned in Today’s Episode:
Compound Effect by Darren Hardy
Patrick Soukup on Instagram
Patrick Soukup on LinkedIn
About Patrick Soukup
Patrick Soukup, the owner of Soukup Real Estate Services, is a third-generation Fort Collins resident. After graduating from CSU in 2011 with a degree in Business Administration focusing on Accounting, he joined the family business managing properties for Old Town Square Properties. Between 2011 and 2016, Patrick moved from maintenance supervisor to on-site property manager. From 2016 to present, he manages Old Town Square in Fort Collins, Colorado, the heart of Fort Collins.
In 2016, Patrick launched Soukup Real Estate Services to broker real estate transactions and continue to invest in real estate. Obtaining his Certified Property Management (CPM) designation in 2017, Patrick decided to dedicate himself to Soukup Real Estate beginning in 2019.
Success in real estate investing requires persistence, hard work, and the ability to adapt to changing market conditions. However, not all investors know how to put themselves on the path to growing a successful and profitable venture.
In this new #TechandTacticsTuesday episode, Taylor Loht shares how he was inspired by Life Bridge Capital CEO Whitney Sewell’s business skills and work ethics, and how he continues to grow his property business by building a network of contacts.
Key Points From This Episode:
- What got him started in real estate investing?
- What lessons did he learn from Life Bridge Capital CEO Whitney Sewell?
- What inspired him to follow Whitney’s work ethics?
- What steps did he take to grow his real estate investing business?
- What’s his best source for meeting new investors?
- What recent challenge in his business did he encounter and how did he overcome it?
- What are some habits that have produced the highest return for him?
- How does he give back to the community?
Tweetables:
“Commit to the process.”
“Value your time properly, and build a team around it to accomplish those goals, especially in the beginning in any business.”
“Take that action more quickly, or be more decisive about whether it's something that you want to apply in your business.”
“The more we connect with people, the better it is for everybody. We all want to feel heard and acknowledged.”
“If you're out looking to meet potential investors or potential partners, you want to be engaged with those people and get to know them.”
“Work super hard; there's no substitute for it.”
“You’ve got to work really hard to make it work in this business.”
“If you really want to grow, keep reinvesting, keep committing, keep building new assets, finding new team members, continuing to grow and snowballing your business.”
“The biggest one that helped me grow my business was building teams and hiring people to handle things so that I could have hours back to focus on higher dollar-per-hour activities.”
“My podcast is not promotional. We try to keep it educational. I try to do my best job to be genuine and try to be who I am.”
“When you grow your business and keep having more income coming in and get more business assets, you'll really know what it's going to become.”
“Planning and remaining focused on my activities really required me to granularly plan my day. And there were some really good lessons out of them.”
Link Mentioned in Today’s Episode:
NTCapital.com
Passive Wealth Strategy Show
Email Taylor Loht
About Taylor Loht
Taylor Loht is the founder of NT Capital, a New York-based syndicated multifamily and self-storage investment firm. He also teaches busy professionals how to develop their real estate investing skills through his real estate podcast, The Passive Wealth Strategy Show.
Believing you cannot do everything all by yourself and delegating what you do can also mean scaling in terms of business. Join us as we speak with Mike Roeder on passive investing in the real estate industry. He discusses the key questions that passive investors should ask before investing in real estate, including what they wish they had known early on.
He also talks about his assets under management and shares his insights on the transition from single-family investments to multifamily. In this episode, Mike also shares about how he raised $100 million for real estate and multifamily deals and how it helped a lot of passive investors as well. So tune in now whether you’re a passive or active investor!
Key Points From This Episode:
- Mike shares his background and current focus in real estate.
- Mike talks about the strategies he uses to scale his business.
- How to get started with passive investing and the passive investors that Mike helped succeed.
- Mike enumerates the deal-level questions to ask and the specific market questions for passive investors.
- What kind of rent increases should the GP look for?
- How many operators should a passive investor diversify into and Mike’s operators, deals, and market suggestions.
- Mike’s predictions for the next 6, 12, 18 months and how it affects his actions in the market.
- How much capital should you have upfront before doing a deal?
- Mike’s best source for meeting new investors in the current economy.
- The personal and professional metrics that Mike is tracking.
- The habits that produced the highest returns for Mike.
- The number one thing that contributed to Mike’s success.
Tweetables:
“It all came from just kind of changing that mindset into doing everything by myself to bringing on partners and bringing on management companies and people that allowed us to really scale our business.” - Mike Roeder
“You can't do everything yourself. So you have to bring on team members, whether that's in-house employees, or if you're hiring a great third party property management team or a CPA or legal team, that'll help significantly.” - Mike Roeder
“If you're in the market where they're investing that general partnership team, go and drive by a couple of their properties. You're going to be able to tell a lot if you drive those properties and they're well-kept.” - Mike Roeder
“You just want to make sure that the rent growth isn't too substantial over the next few years. And then, also, you want to make sure that it fits within the parameters of the tenant base that you're looking to rent to.” - Mike Roeder
“I think there's a lot of money sitting on the sidelines that's going to start rushing back into multifamily once you start to see some stabilization.” - Mike Roeder
Links Mentioned in Today’s Episode:
Granite Towers Equity Website
Keeping It Real-Estate Show
4 Steps to Successful Passive Investing Book
About Mike Roeder
Mike is the co-founder and principal at Granite Towers Equity Group and oversees operations, acquisitions, investor relations, and asset management. He is a resident of Central Minnesota and graduated from St. Cloud State University.
Mike is a former high-net-worth insurance agent. As a top producer for a Fortune 500 company, he helped mitigate risk for many high-net-worth clients. He is also the co-Host of the podcast, Keeping It Real-Estate and the co-author of 4 Steps to Successful Passive Investing.
In this #Highlights episode, we look back at our conversations with Frank Giudici of Bedford Cost Segregation team and Erik Oliver of Cost Segregation Authority. You’ll hear from Frank all about how to avoid throwing money into the dumpster, what his team at Bedford Segregation specializes in, what the IRS is looking for, and how you can save on tax, as well as the five key factors that need to be met, and so much more!
Erik will discuss in detail which asset class can benefit much from cost segregation and how it works. He will also talk about the effect of tax changes that are going to take place and how you can use cost segregation to manage your tax brackets to save significantly.
Key Points From This Episode:
- What are partial asset dispositions?
- What does the Bedford Segregation team specializes in?
- The three key fiscal benefits of educating yourself and being aware of this opportunity: loss, removal or demolition cost, and ghost assets.
- What the IRS is looking for and what you’ll be taxed on: the depreciation recapture tax.
- Why it is important that you reconcile your original starting depreciable basis.
- The relationship between the segregation team and the client’s CPA.
- How cost segregation accelerates your depreciation deductions.
- Three things significantly drive down the cost of the segregation study: education, bonus depreciation, and technology.
- How do you select a good cost segregation provider?
Tweetables:
“Your cost segregation provider needs to be your resource partner and he or she needs to make sure that they set you up correctly from the beginning.” — Frank Giudici
“By doing a cost segregation study, it allows you to allocate the sales price to the right buckets.” — Erik Oliver
Links Mentioned in Today’s Episode:
Frank Giudici on LinkedIn
Frank Giudici Email
Bedford Cost Segregation
Frank Giudici on Episode 882
Erik Oliver on LinkedIn
Cost Segregation Authority website
Erik Oliver’s email
Erik Oliver on Episode 1053
About Frank Giudici
Frank Giudici is a Business Development Director on the Source Advisors Team. He is instrumental in fostering relationships with people who can take advantage of the value-adds that the Source Advisors team provides and constantly seeks to educate those on the subject matters of cost segregation, energy-efficiency and R&D. Prior to joining Source Advisors, Frank received his Bachelor’s Degree in Civil Engineering from Worcester Polytechnic Institute (WPI) and then spent 13-years in the Construction Management industry working throughout the Northeast on a variety of construction projects in several roles.
About Erik Oliver
Erik Oliver has been with the Cost Segregation Authority for 5 years helping real estate investors save millions of tax dollars. Erik speaks often at local, regional, and national events on cost segregation and other tax-saving strategies. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.
In this #Highlights episode, we look back at our conversations with real estate investors Vick Mehta of Indvestia Capital and Philip Block, of LBX Investments. Vick emphasizes that retail real estate is not dead but, at the moment, it has changed and shifted. Despite the pandemic, Vick says that retail spaces are still essential.
Philip talks about the opportunities he found in retail investing, specifically shopping centers. Philip shares that when many analysts a few years back claimed that the retail industry is down, he and his partner saw an opportunity in this asset class. Listen now and learn more about the opportunities in the retail space and how retail real estate is faring in today’s market!
Key Points From This Episode:
- Examples of pandemic-resilient or internet-resilient tenants.
- The average building size for retail real estate.
- How to add value to your retail real estate property that will pay a healthy return to your investors.
- How to determine the value and type of tenants for the retail property.
- The ideal location and tenants for retail real estate.
- How is there value in having some vacancy?
- How investors got through the challenges of the Covid-19 pandemic.
- With the rise of E-commerce and M-commerce, is it true that retail real estate is dying?
- The impact of Covid-19 to retail real estate investors and how it affected their acquisitions.
- The benefits of cost segregation to retail property owners.
Tweetables:
“There’s always gonna be internet-resilient tenants or pandemic-resilient tenants that require space.” –Vick Mehta
“If you buy good real estate, and you don't overleverage it, you do well at all times, right? You weather bad times fine. And in good times, everything's great.” –Philip Block
Links Mentioned in Today’s Episode:
Vick Mehta on LinkedIn
Indvestia Capital website
WS927: Retail Real Estate Is Not Dead with Vick Mehta
Philip Block on LinkedIn
LBX Investment website
WS1347: Value Investing: A Contrarian View of Shopping Centers | Philip Block
About Vick Mehta
Vick Mehta is the founder of Indvestia Capital based in Downers Grove, Illinois. Vick’s career started as a Retail District Manager for Verizon Wireless. Somewhere along the way he caught the entrepreneurial bug and has been a franchisee of 4 different national retail brands. He parlayed this experience into becoming an investor in commercial real estate focused primarily on the retail sector. In 2020 he founded Indvestia Capital, a syndication group investing in retail opportunities. In the midst of the pandemic, Vick saw an opportunity while others were bearish on the sector. Since inception Indvestia has closed on 3 properties with a total value of $7m and they are under contract for another one which will push them over the $10m mark for assets.
About Philip Block
Philip Block is one of the managing partners of LBX Investments. Prior to launching LBX Investments in February 2018, Philip was a partner at Big V Capital, an owner-operator of Southeastern U.S. shopping centers. While at BVC, along with Rob Levy, he oversaw and underwrote the partnership’s 11 Southeastern U.S. shopping center acquisitions and managed all capital raising (both debt and equity) and asset management efforts.
How many times have you heard about the idea that Wall Street is the key to securing your financial freedom? High finance may have made millionaires out of speculators, but is this the right path for you?
Author, real estate investor and lawyer John Michailidis debunks such an idea in this episode to help people stop falling for Wall Street’s lies. Join us to learn what it means to invest strategically and realize what true financial freedom is like.
Key Points From This Episode:
- What got him started in investing?
- How does he define investing?
- What is the difference between speculation and investing?
- How do we break away from the idea that Wall Street will secure our financial future?
- How do we think differently about using our 401(k)?
- What is the difference between strategic and tactical planning?
- What does he think about the “Become Your Own Banker” concept? Is this legit?
- What are his projections on the investing market in the next 6, 12 and 18 months?
- How does he give back to the community?
Tweetables:
“I see so many people are going to get hurt because they've bought into this lie that investing in Wall Street is the way to financial freedom.”
“What your employer tells you to do with the 401(k) to me, is not really investing.”
“If you deep dive into what most people are investing in, many people don't own a single investment. Their entire portfolio is a speculation. And that's scary.”
“Speculation is literally gambling. You put your money on the table and hope you win something back – you could crap out, you could lose everything.”
“Estate planning is an important part of your strategic plans.”
“Whatever you want to do, that's up to you. Just know what you're doing. Know the pros and cons of what you're doing.”
“Why not pull your money out of that rig system and set up your own retirement plan?”
“Investing strategically is a team sport. You have to have estate planning in place, you have to have asset protection planning in place.”
“Strategic investing is the domain of experts. These are the domains of people that do this all day, every day.”
“People tend to be very gracious if you're sincere, and not abusive with your requests on their time.”
“You probably should have a little pile of gold and silver sitting somewhere safe, just in case.”
“People need to get out of the Wall Street rat race, and really start taking charge of their financial futures.”
“We bought into this lie that investing in Wall Street is the way to financial freedom. And I just want to help as many people as I can to avoid possible dire circumstances in the future.”
Link Mentioned in Today’s Episode:
John Michailidis on LinkedIn
John Michailidis on Twitter
WealthLoop website
About John Michailidis
John Michailidis is a broker, property manager, author, educator, mentor, group investment sponsor, and coach since 1989. He is actively involved in real estate brokerage in the Sarasota area.
John earned a JD from Pritzker School of Law of Northwestern University in 2001 and a Master of Science in International Real Estate (MSIRE) program at Florida International University. In his younger years, he served with the U.S. Army as an 82nd Airborne paratrooper.
One of the reasons we are capable of giving is because we have experienced the feeling of receiving first. Our guest today, Micah Lacher, being a recipient of much generosity, got inspired to build his business around generosity and started giving 1% of his profit away to help a lot of people.
Our conversation highlights the importance of preparing for a potential downturn, the best way to find new investors, and Micah’s advice for passive investors. Listen in as he teaches us the value of having good investors and how he structures deals that benefit the community. Catch us now and even learn his predictions for the real estate market in the next 6-18 months!
Key Points From This Episode:
- Micah’s background before he started in real estate.
- Lessons learned from the downturn in 2009.
- Key questions to ask when interviewing bankers.
- The importance of having a solid investor base.
- How Micah structures deals with the community that is also beneficial to many people.
- Micah shares the two types of deals they make and about ‘Rooms for Rooms’ that is currently helping many people.
- How does Micah partner with local communities?
- What inspired Micah to build his business around generosity?
- Micah’s predictions in the real estate market over the next 6-18 months.
- How Micah prepares for a potential downturn.
- The best way for meeting new investors in the current market.
- The biggest syndication challenge Micah faced that can also help other people’s business.
- Micah’s advice for passive investors with the current state of the economy.
- The most important metrics that Micah tracks in terms of personal and professional aspects.
- The habits that Micah is getting consistently done which helped him generate high returns.
Tweetables:
“I will find banks that want to loan us money. But I'm not going to just take any lender, because I'm really trying to figure out who's going to be a partner through good and bad times.” - Micah Lacher
“Two of the biggest takeaways is you have to have a solid investor base that will be with you through good markets and bad. And then you also have to have great lending partners because it truly is a partnership.” - Micah Lacher
“I always tell my investors, there will be a deal at some point that does not go as we hoped, but I want you to do a lot of deals with us. And that way it'll mitigate your risk because we've also had deals, a lot of them where we thought it would go one way.” - Micah Lacher
“A big part of my story is I have been a recipient of a lot of generosity. And I've always felt called to pay it forward. And I've been so fortunate in my life, financially and otherwise, and I didn't know how it is to struggle.” - Micah Lacher
“The last several years, asset valuations have been so high and we've proceeded with caution through that market. And we were very grateful our portfolio, super healthy, lowly leveraged, I mean, we have really positioned ourselves for success if there is a downturn.” - Micah Lacher
“I always tell people, you can start giving 1% of your profits away, just start somewhere. And I can promise you, you will see such enormous return on that personally that you'll get hooked on it.” - Micah Lacher
Links Mentioned in Today’s Episode:
Micah Lacher on LinkedIn
Anchor Investments Website
Halftime by Bob Buford
About Micah Lacher
Micah is the President and Founder of Anchor Investments (www.anchorinv.com). Micah focuses on identifying and underwriting real estate investment opportunities for Anchor and leading our team. He is also
Constant persistence in real estate drives wealth growth and changes in the financial future. In this episode, Leslie Awasom talks about the three keys to becoming successful in the field of multifamily. He shares how Xsite Capital has grown its partners and has acquired over $160M in real estate assets.
Listen in as Leslie provides valuable insights into the practical steps Xsite has taken to achieve favorable outcomes and as she emphasizes the importance of giving. Tune in now to learn more about Leslie's story and Xsite Capital's success. Listen now!
Key Points From This Episode:
- Leslie talks about his hobby of flying drones.
- Leslie shares what has changed in Xsite Capital in the past two years.
- Leslie details how Xsite Capital grew from two partners to three and acquired $160 million of real estate assets.
- The one thing that Leslie is very proud of in the past three years is they provided education on real estate to over a thousand people.
- What are the specific practical steps that Xsite has taken that have led to its favorable outcomes?
- Leslie talks about the importance of giving.
Tweetables:
“Number one is persistence. And we've been very persistent in going after this asset class or building this platform.”
“I will say the three keys to success are to give, give and give more.”
Links Mentioned in Today’s Episode:
Leslie Awasom on LinkedIn
Xsite Capital Investment website
WS498: Creating the American Dream Through Syndication with Leslie Awasom and Tenny Tolofari
About Leslie Awasom
Leslie is the Director of Operations and Co-founder of Xsite Capital Investment LLC. He manages the company operations, market/data analysis, cash flow, and budget analysis. Leslie is an entrepreneur and real estate investor. Leslie started investing in single-family real estate in 2017 and transitioned to multifamily investing in 2019.
Leslie and his partners at XSITE Capital Investment LLC, currently own and manage $ 164 million worth of Multifamily real estate. In 2021, Leslie also founded an E-commerce company and Co-founded a Wellness Clinic, in Baltimore, Maryland.
He is a trained nurse anesthetist and obtained his MSc in Nurse Anesthesia from the University of Maryland Baltimore.
Leslie has a passion for building businesses and enjoys adding value to individuals interested in growing their wealth and changing their financial futures.
Leslie is a husband, and father of two beautiful girls and a son, and loves to spend his spare time reading, volunteering, and flying drones.
Assuming your possible circumstances make you do actions that fail-proof your future. Our guest today, Randy Smith got laid off. Thankfully, he had prepared himself financially through passive investing. What's even more amazing is he was able to generate $3M in just seven months!
Randy shares how he attains continuous learning and growth in his investments and raises money through networking and creative methods. He also talks about how he predicts growth in the real estate market in the next 12-18 months and the biggest challenge he faced in syndications. Listen in as he emphasizes the importance of mentorship and education in achieving success and more!
Key Points From This Episode:
- How Randy got started in real estate investing.
- Why you need to prepare for a layoff ahead of time.
- Learn about passive investments.
- The benefit of investing in an already large brand.
- The right mindset and philosophy after doing many investments.
- What to do and consider if you ever get laid off even with income coming in.
- How to raise money and have the confidence to reach out to new investors.
- The two critically important things to achieve success.
- Why do you need a mentor?
- Where and how Randy got his $3M in just seven months.
- Know about Randy's podcast and how it has helped him grow his network.
- Creative ways to raise money and connect with investors.
- How to start a fund.
- Randy’s thoughts and projections on the real estate market for the next 12-18 months and how he’s moving forward in today’s market.
- How to measure large capital reserves.
- The biggest syndication struggle that Randy has encountered.
- Personal and professional metrics that Randy is keeping track of.
Tweetables:
“When the layoff occurred this last time I was in a much, much different situation than I was 10 or 11 years prior. And it's all due to the work and effort that I had done in real estate investing.”
“I'm learning new things and trying to find new ways to connect that new traditional investor to the passive investing space.”
“The benefit that I bring to my investors is the due diligence I do on these operators. It is my awareness that I bring to my investors because they're not aware of those.”
Links Mentioned in Today’s Episode:
Fiverr Website
Miracle Morning Book
Impact Equity Website
Randy Smith on LinkedIn
About Randy Smith
Randy Smith is the Founder of Impact Equity which was formed to help investors achieve strong results in their passive real estate investing strategies. Randy’s main responsibilities include introducing and assisting investors with investment opportunities offered by various real estate investment firms.
Randy currently resides in Peoria, Arizona with his wife Jenny, and he spent 25 years working in various business development and leadership roles in Corporate America.
Randy started his real estate investing career doing out-of-state, single-family, long-term rentals, and he quickly realized the many additional benefits he could receive by switching his strategy to passively investing in multifamily syndications. Randy has now invested in 18 different syndications with 8 different operators which give him the unique knowledge and expertise to recognize a strong passive opportunity.
Are you prepared should your company encounter a downturn? Today’s guest knows how to beat the odds and has made it his mission to help employees secure their financial future.
Passive investing is second nature to David McIlwaine who started investing in duplex properties more than 25 years ago. Today, after setting up a multifamily syndication company, his team manages more than 30 LP investments, across 11 different asset classes. This episode takes listeners to his journey from a Fortune 500 executive to one of Denver’s most successful real estate investors.
Key Points From This Episode:
- What are the ways that employees can be prepared during business downturns?
- How can employees educate themselves better to learn how to make a plan for passive investing?
- How can employees make the best use of their IRA?
- How soon should they start financial planning using their IRA?
- What are his predictions for the real estate market over the next 6, 12 and 18 months?
- What is his best source for meeting new investors right now?
- What's a syndication struggle that he encountered before?
- What is his best piece of advice for passive investors?
- What are some of the most important metrics that he tracks?
- How does he give back to the community?
Tweetables:
“I chose to leave corporate America, and I got into real estate because I had built a nest egg from my golden handcuffs.”
“My objective is to teach people how they can take their golden handcuffs and actually make them a golden feather.”
“Corporate America looks out for itself and they never look out for you -- the top performing employee.”
“In real estate, you can create tax strategies to defer tax, to reduce your W2 tax burden, to actually lower your effective tax rate.”
“In real estate, we create some diversification. So you can put money into self-directed IRAs and buy real estate in a self-directed IRA, or in a solo 401K.”
“For people above 30 and older, we are now the first and second generations that have to provide our own nest egg for retirement. There is no pension. There is no safety net.”
“I did a side company that immediately allowed me to have a series of deductions for legitimate business expenses that I couldn't maximize.”
“The objective when you're working in corporate America is to build yourself not a golden parachute, but a safe place to enjoy life.”
“Planning starts with talking to three professionals: your trust attorney, your accountant, and your financial consultant.”
“There is no time that's better for anybody than anything else.”
“And so if you can't buy real estate yet, you can't start waiting. If you're waiting to take action, inherently, you're losing something.”
“I keep reminding people that fortunes are made when people are scared and the biggest most successful investors have been a contrarian.”
Link Mentioned in Today’s Episode:
www.MACAssets.com
About David McIlwaine
David McIlwaine established MAC Assets in 2019 to help investors create passive income and generational wealth through facilitating strategic multifamily investment assets. His first foray in investing began with duplex properties more than 25 years ago. He then grew the portfolio to four duplex properties then reinvested the capital from the sale into a syndication as an LP. Currently, his company manages more than 30 LP investments, across 11 different asset classes.
David earned a degree in Journalism and Advertising from The University of Kansas. He held top positions in Total Traffic & Weather Network and SpyderLynk prior to building Colorado Realty Experts and MAC Assets.
Being an entrepreneur is also being a leader. In this #Highlights episode, we look back at our conversations with real estate entrepreneurs Pat Flynn and Bill Allen. The two talk about how one’s strength of character can take you and your business to greater heights!
Pat highlights the importance of network and how through meeting people who are doing well in the space you would like to work in, you can find ways to add value to their lives, in whatever way possible. Meanwhile, Bill shares that leaders should know their strengths and weaknesses and then create systems to run their businesses successfully. Enjoy the show!
Key Points From This Episode:
- How Pat’s military background has enabled him to succeed and push through difficulty.
- Pat’s inspiration in striving to be successful in the industry.
- Why grit is the most important quality you need in order to succeed.
- Learn more about Bill’s background and his real estate journey so far.
- Why the first step of building effective systems requires looking inward and self-exploration.
- Software systems should work to reduce human workload and increase overall efficiency.
- Find out more about Bill’s hiring process and why he emphasizes core values over skillsets.
- How defining a personality for a role and advertising accordingly attracts the right people.
Tweetables:
“It’s grit – the persistence to push through to a goal, even when things get bad, even when things seemed dismal.” – Pat Flynn
“The toughest part is going through the failure and having stuff you think is under contract, these things are going to close, (then) fall out last second. That’s the toughest part of me having that mental toughness to push through and just keep going.” – Pat Flynn
“What I’ve learned along the way is that I’ve got to know who I really work well with if I’m going to be involved in their day-to-day operations, they’re going to be on the team. I define my core values.” – Bill Allen
“What I’m really good at is kind of casting a vision, giving direction, seeing the future, and then helping people get there. Motivate them to put them in the right seats.” – Bill Allen
Links Mentioned in Today’s Episode:
YellowBird Home Buyers website
WS361: The Power of Grit with Pat Flynn
Bill Allen on LinkedIn
7 Figure Flipping
7 Figure Flipping with Bill Allen Podcast
WS613: Lead Yourself First with Bill Allen
About Pat Flynn
Pat Flynn is the Vice President of Yellowbird Homebuyers, directly managing and overseeing property acquisitions and direct marketing. Pat was commissioned as an Ensign in the USNR and sailed in the U.S Merchant Marine Fleet for 7 years traveling the world. He started his real estate career in 2017, purchasing over 100 homes during his first year.
About Bill Allen
Bill Allen, a Navy pilot, and real estate professional is the CEO and owner of 7 Figure Flipping and host of the 7 Figure Flipping Podcast, where he leads the top house flipping and wholesaling mentoring groups in the world. Just a few years ago, he was stuck flipping 1 or 2 houses per year and doing all the work himself, but since then, he’s built a systematized business that runs without him. His wholesaling and flipping company, Blackjack Real Estate, is based out of Nashville, TN, and does upwards of 200 deals a year throughout the Southeast.
Remote working is not a new thing but the pandemic boosted this setup. Now, many have the option of working remotely, and a lot are virtual assistants. So, what are virtual assistants? Who are they? Do you need one for your business? Find the answers to these questions in this #Highlight episode featuring episodes with our very own Whitney Sewell and entrepreneur Liam Martin.
Whitney dives into when is the right time to hire a VA, how many hours they should work, how to communicate with them, what kind of job description to use, and what you can expect to pay for different types of tasks. Meanwhile, Liam speaks to us about the benefits of having a virtual assistant, as well as lays out some of his strategies for finding, screening, and managing his staff.
Key Points From This Episode:
- When is the right time to hire a virtual assistant (VA)?
- How to know which tasks to hand over to a VA?
- The importance of getting your time back to do what’s valuable.
- Structuring the hours for your VA according to your needs and schedule.
- When a VA should know about your business to be effective.
- The perks of having virtual assistants, such as streamlined travel and added 30% productivity.
- What makes Liam’s relationship with his virtual assistant who he has had for ten years great?
- Where to find a virtual assistant in terms of websites and also geographical locations.
- Interview screening processes for VAs: Zoom calls and seeking people who take initiative.
- The contract that Liam has with his assistants in terms of independent decision-making.
Tweetables:
“Throughout your day, write down the things that you find that somebody else could do. Just as you're doing tasks, there are so many things that other people could be doing for you or somebody else that’s qualified.” – Whitney Sewell
“You can find VAs to do almost anything that can be done on a computer. They’re working from all over the world.” – Whitney Sewell
“Virtual assistants for me have really run my life and have optimized my life.” – Liam Martin
Links Mentioned in Today’s Episode:
WS330: Best Practices for Hiring a Virtual or Executive Assistant, with Whitney Sewell
Liam Martin on LinkedIn
Time Doctor website
staff.com
Running Remote website
Running Remote on YouTube
WS400: Tools For Optimization with Liam Martin
About Liam Martin
Liam is a serial entrepreneur who runs Time Doctor and Staff.com, one of the most popular time-tracking and productivity software platforms in use by top brands today. He is also a co-organizer of the world’s largest remote work conference, Running Remote. Liam is an avid proponent of remote work and has been published in Forbes, Inc, Mashable, TechCrunch, Fast Company, Wired, The Wall Street Journal, The Next Web, The Huffington Post, Venturebeat, and many other publications specifically targeting the expansion of remote work. The mission statement that feeds all the products and services that Liam is involved with stems from empowering workers to work wherever they want, whenever they want. Liam has an undergraduate and graduate degree in Sociology from McGill University.
If you have not considered tapping a self-directed IRA and 401 (k) in investing in multifamily syndication, then you better listen to this episode to learn how you can do that and start earning. In this episode, Josh McCallen speaks with Mat Sorensen who is an attorney, podcast host, entrepreneur, and author of the best-selling book, "The Self Directed IRA Handbook: An Authoritative Guide For Self Directed Retirement Plan Investors and Their Advisors."
Mat reveals that if you raise capital, there is a more sure way to do it through the self-directed IRA vehicle. He also talks about how trouble as he sees it from investing for all these years is an opportunity, how the IRAs and the world of the IRAs probably are one of the main solutions to that trouble, and the opportunity in 2023 and beyond. Click the play button now and learn wisdom from Mat!
Key Points From This Episode:
- Mat talks about his company Directed IRA and what they do.
- Mat shares that people who want to invest using their IRA or 401 K are mostly looking at investing in real estate.
- Mat defines what a self-directed IRA is and he addresses the confusion over what he does.
- Mat talks about the joint webinars he does with people that have communities of investors.
- The importance of education, conversation, and trust building.
- Why do people get confused when talking about investing in self-directed IRAs for the first time and how to avoid that?
- Mat breaks down the current economy and what it means for investors.
- What happens when rates stay high for a period of time?
- Mat talks about private debt funds.
- Mat emphasizes the importance of having a strategy and a deal flow.
- Mat defines what a REIT is.
- How can you use REIT in syndication?
Tweetables:
“We're all about people taking their IRA or 401 (k) dollars to invest in what they want – which real estate happens to be one of the most popular things people actually want to invest their money in.”
“Frankly, most people don't even know what their IRA or 401 (k)'s invested in.”
“There's an education and a conversation and some trust building that needs to happen.”
“I think a lot of people are out there going to see rates are going to stay high, there's going to be some corrections, there's going to be some distressed property, guys, that's opportunity. And what it's going to take to seize on that opportunity is money.”
Links Mentioned in Today’s Episode:
Mat Sorensen on LinkedIn
Mat Sorensen website
Directed IRA website
The Self-Directed IRA Handbook
About Mat Sorensen
Mat Sorensen is the best-selling author of, "The Self Directed IRA Handbook: An Authoritative Guide For Self Directed Retirement Plan Investors and Their Advisors" (40,000+ copies sold). It is the go-to book for investors and professionals in the self-directed IRA industry. As CEO of Directed IRA, Mat led the trust company to One Billion in Assets Under Administration in 3 Years. His knowledge as an attorney is sought-after for real estate, private funds, notes, rules, and regulations. Mat is also a VIP contributor to “Entrepreneur”.
Local residents can definitely help you find the best properties you’re looking for in a certain area. In today’s episode, Pete teaches us how to be successful in the niche of land flipping and what exactly is his business model and the system he uses in his business that helped him generate wealth.
Pete shares how he scales his business by sending letters or emails and through his investors. He also talks about how he was able to purchase and sold hundreds of real estate pieces and how he’s and on track to earn $4 million in revenue in 2022. Tune and also find out how they find their data and how they receive information so you can have amazing profits too!
Key Points From This Episode:
- How Pete got into real estate, specifically the land flipping business.
- What is land flipping?
- How to manage leads from emails.
- The call center company that Pete outsources and the Customer Relationship Management (CRM) he uses.
- The best places to buy real estate.
- How to determine an active land market.
- How to determine the value per acre according to the kind of property.
- Examples of best and worst deals.
- What are the scalable parts of the way Pete process leads and what can they do to get bigger deals?
- Pete’s predictions in the real estate market for the next 12-18 months.
- The challenges Pete is facing in his business right now and the metrics he tracks both personally and professionally.
- The habits that produced the highest returns for Pete and the number one thing that contributed to his success.
Tweetables:
“We go through a due diligence process, we go through a title or escrow company, whatever that state requires, we'll make sure that what we're buying is what we thought we're buying and no red flags.” – Pete Reese
“When we're looking at a property at an area that's kind of new to us, if they can give us some confidence and say, hey, I really think this is a good property, I know this area, I really feel like you can resell it for this, it allows us to pull the trigger and move forward on some of those deals. If we didn't have those people on the ground, we'd have to be way more conservative sometimes.” – Pete Reese
“If we see that there's 10 active listings, and the 50 sales over the past 12 months, then we know that that's a pretty hot market.” – Pete Reese
Links Mentioned in Today’s Episode:
Ancestry.com Website
Turning Profit Website
Turning Profit on YouTube
About Pete Reese
Pete Reese is the President of Reelvest Properties, a land development, and investment company. With nearly two decades of real estate experience as a broker and investor, Pete has successfully purchased and sold hundreds of pieces of real estate for a profit over the years for himself and on behalf of his clients. He’s on track to earn $4 million in revenue in 2022 with his land flipping and development business. Pete’s always looking for his next deal, including his longtime dream of his own private island. Besides his professional accomplishments, Pete is a proud father to three beautiful girls, keeps up with his family by working out and enjoying a vegan diet, and is the 31st great-grandson of King Henry II.
More than the infrastructure and the lot, real estate is a people’s business. In the last episode of our two-part series with seasoned real estate entrepreneur Joel Friedland, he shares the secret on how to build connections, especially with potential investors such as high-net-worth individuals.
Joel shares that he consults a group of advisors whenever he does a deal. He also gives emphasis on talking to your deals manager properly, the importance of keeping a lot of cash reserves, and the three rules for industrial real estate. He then talks about his predictions about the real estate market for the coming months, how the Fed decision can affect the industry, and referrals being his best source of new investors. Tune in and learn a lot of wisdom from Joel today!
Key Points From This Episode:
- Joel discusses how he was able to find eight advisors he can consult with about his business.
- How does Joel deal with high-net-worth individuals?
- Joel deeps dive into his business plan and the kind of deals he’s doing.
- Why Joel does not like doing funds?
- How long does it take for Joel to do a project and how many investors does he tap?
- Joel talks about a building they have owned for 30 years.
- Joel shares how his investors value their shares.
- Joel’s predictions of the real estate market in the next 12 to 18 months.
- How does Joel prepare for a downturn?
- The three rules in industrial real estate are parking, parking, parking.
- What is the biggest challenge in Joel’s business today?
- The metrics that Joel tracks.
- The habit that produces the highest return for Joel is sleep.
- What’s the number one thing that contributed to Joel’s success?
- How does Joel like to give back?
Tweetables:
“I believe that it's important to get other people's opinions, especially smart people who are solid in their judgment in business.”
“You have to know how to take adversity, and I didn't. I've never seen adversity. So now what I do is when I call people I open with, 'Hey, in 2008, I went into a depression because I thought I lost everybody's money. If you invest with me, you've got that guy with that experience. And I'm not going to let that happen again if I have anything to say about it.' And, that's why we do our deals all cash.”
“I don't like funds, because it puts the money in your pocket and burns a hole in your pocket, and you need to go spend it. I like individual deals because people can pick and choose.”
“There are three rules in industrial – parking, parking, and parking.”
Link Mentioned in Today’s Episode:
Joel Friedland on LinkedIn
Brit Properties website
WS1570: How To Do Deals With Zero Debt | Joel Friedland
About Joel Friedland
Joel has a 40-year track record in industrial real estate. He co-founded Epic/Savage Realty Partners in 1991 where he oversaw hiring and mentoring 60 industrial real estate professionals, many of whom became his partners. His group sold the firm to an international real estate company in 2014 and Joel started Brit Properties.
As an industrial real estate broker and owner, Joel has secured over 2,000 industrial property leases and sales. His greatest accomplishment is maintaining valued relationships spanning five decades.
Joel attended the University of Michigan. He enjoys spending time with his family in Deerfield and in the great outdoors.
How do you recover from a big challenge, like a recession? How does your mental health affect your business decision-making? In this first episode of our two-part series with successful real estate entrepreneur Joel Friedland, he answers these questions and more! Joel uncovers the secret of how to do deals with zero debt and describes this as how the rich do business.
Joel kickstarts the show by sharing that he’s been in the industrial real estate industry for over four decades now. He then shares the lessons he learned from his mentors in the industry, the reason why he only does real estate deals with zero debt, and how he can do that. He also discusses how relationships matter most to him, how knowing the details of your offering book can spell a difference, and even his mental health scale. Listen now to this very informative and inspiring episode!
Key Points From This Episode:
- Joel shares that he started in the industry as an industrial real estate broker.
- How did Joel get involved in the industrial real estate industry himself?
- Joel talks about how he learned about syndication.
- How did Joel raise money as he was starting his syndication business?
- How did Joel move forward during the lowest point in his real estate journey?
- Joel emphasizes the importance of taking care of your mental health.
- Why does Joel do deals now with zero debt?
- Joel discusses the kind of investors that he has.
- How does Joel gauge in making a decision?
- Joel discusses his mental health scale.
Tweetables:
“Industrial is a closed community, pretty much. It's people who get in and get trained by people already in the business, which is what happened with me.”
“Mental health really affects how people make decisions. If you're mentally healthy. I think you think through what the consequences are going to be of your decisions. But if you're not mentally healthy, and you're elevated, and you think you're really hot, you might go make some decisions that have very dire consequences, because you're not thinking clearly.”
“What matters most to me are the relationships. The money is really important, but I love it when I can pick up the phone and call someone who's got a connection or is in a business and I can help somebody by knowing somebody.”
“I believe, with solid mental health, not being high on life, not making decisions impulsively, I have a thing that I call wait, W-A-I-T. Before I make a decision, I asked myself, wait a minute, what am I thinking? W-A-I-T. What am I thinking? And then when I'm talking to people, I also use the word “wait” which is, why am I talking when I should be listening?”
Link Mentioned in Today’s Episode:
Joel Friedland on LinkedIn
Joel Friedland’s Email
Brit Properties website
The Gambler: How Penniless Dropout Kirk Kerkorian Became the Greatest Deal Maker in Capitalist History
About Joel Friedland
Joel has a 40-year track record in industrial real estate. He co-founded Epic/Savage Realty Partners in 1991 where he oversaw hiring and mentoring 60 industrial real estate professionals, many of whom became his partners. His group sold the firm to an international real estate company in 2014 and Joel started Brit Properties.
As an industrial real estate broker and owner, Joel has secured over 2,000 industrial property leases and sales. His greatest accomplishment is maintaining valued relationships spanning five decades.
Joel attended the University of Michigan. He enjoys spending time with his family in Deerfield and in the great outdoors.
The effect of things might be atomic but once it's compounds, it can affect someone greatly. And invoicing might be a “basic” thing to do but producing it multiple times affects your time and priorities greatly. In this episode, Braedon Hebert tells us how he helps management companies and how he helps their operators to automate their Accounts Payable (AP) process and their invoices.
He talks about how you can elevate the way you make your invoice and exit from the way it was 20 or 30 years ago so you can focus on things that have the highest impact on you. Listen as he also talks about the four main parts of the AP cycle and why is technology one of the trends people should be prepared for. Tune in now and get into automation too!
We’ve heard time and again that the real estate business is a people’s business. Thus, it is vital that when you are in this field, you have to hone and build relationships with different kinds of people. In this #Highlights episode, we look back at our conversations with real estate entrepreneurs Trevor West and Daisy Serrano. The two elaborate on how building genuine relationships can help increase your profits.
Trevor explains how his foray into investing has provided him with opportunities to learn, grow, and form meaningful relationships, things he values even more highly than his finances. Meanwhile, Daisy shares she never imagined that she would become captivated by the opportunities in real estate, yet she found herself falling in love with the industry as she got more exposure. Click the play button now and start building genuine relationships in the industry today!
Key Points From This Episode:
- Trevor’s background, time in the Air Force, and how he found himself in the real estate game.
- The first deal that Trevor made and the learning that was required early on.
- The jump that Trevor made into syndication and why it suits his personality.
- Extreme self-discipline and ways that Trevor approaches going all-in.
- The two small practices that have helped Trevor keep moving forward!
- Daisy shares how she leverages her background in counseling and education in real estate.
- How she ‘accidentally’ fell in love with the industry, and multifamily in particular.
- Their mission of helping more millennials get access to investing in multifamily.
- The steps millennials should take to familiarize themselves with the risks and opportunities.
- The importance of developing the skills to connect with people and build real relationships.
Tweetables:
“You can read all the books and all the articles, but you’re not going to actually learn until you start doing.” – Trevor West
“In this industry, it’s all about people.” – Daisy Serrano
Links Mentioned in Today’s Episode:
Trevor West on LinkedIn
Hyve website
WS752: Positive Profits through Genuine Human Connection with Trevor West
Daisy Serrano on LinkedIn
Women’s Real Estate Network (WREN)
Make it Rain Podcast
WS767: Creating A Genuine Relationship with Daisy Serrano
About Trevor WestTrevor West is a former Air Force Intelligence analyst who made the switch to real estate after learning how much control he actually had over his own life but wasn’t tapping into. After a sudden mindset shift, he used many of the principles and disciplines learned from the military to begin acquiring real estate. As a full-time real estate agent and investor, Trevor’s time is devoted to real estate and he has acquired nine multifamily units in less than a year. Leading into 2021, Trevor plans to acquire his first apartment complex through positivity, partnership, and a desire to create a life worth leading.
About Daisy SerranoDaisy is a limited partner in 253 units in Texas (totaling $20.7MM in value) and is a leader with the Women’s Real Estate Network (WREN), as well as with Prospanica: The Association of Hispanic Professionals. She has over 10 years of experience in international relations, education management, and counseling. She has worked with clients in more than 25 countries and has thrived in supporting large organizational and governmental structures.
Leveraging the power of technology can go a long way in streamlining operations, especially for real estate businesses. In today’s #Highlights episode, we feature our conversations again with DJ Scruggs of REI DAO and Badri Malynur of Avestor. The two share the software and platform that you can utilize to help you in your real estate business.
DJ talks about how he uses both his tech and strategic thinking skillsets in his real estate business. Meanwhile, Badri discusses their platform called Avestor – the various ways syndicators can use the platform, how the application handles communication and distributions, and the benefits of a diversified real estate portfolio. Enjoy the show!
Key Points From This Episode:
- What expertise does DJ bring to his company given his vast tech knowledge?
- The strategic thinking that being a CEO requires.
- The multi-pronged approach that DJ and his team take to raising capital and the software they use.
- Get to know Badri, his background, and his approach to diverse investing.
- How the Avestor platform helps investors build a diverse real estate portfolio easily.
- The mathematical model Avestor has built to help them select the best deals possible.
- Some of the ways that syndicators can use Avestor to their advantage.
Tweetables:
“I’m looking either to optimize the existing process or add something to the mix that will help us stand out.” – DJ Scruggs
“A CEO basically has three jobs. One is to make sure things are running okay, the other is to make sure you have the money to do what you need to do, and the third is to set the strategic direction for the company.” – DJ Scruggs
“I really believe in building a diversified portfolio of different assets.” – Badri Malynur
“We want to make real estate investments as simple as buying stock.” – Badri Malynur
Links Mentioned in Today’s Episode:
DJ Scruggs on LinkedIn
DJ Scruggs’ Email
WS663: Technology Used For Raising Money with DJ Scruggs
Badri Malynur on LinkedIn
Badri Malynur’s Email
Avestor website
WS812: Building A Diversified Real Estate Portfolio Through Avestor with Badri Malynur
About DJ ScruggsDJ Scruggs has owned and operated multiple businesses for over twenty years. Before investing in real estate full-time, DJ founded, co-founded, or was an early employee for eight companies in the software and digital media industries. He has successfully filled many roles in business, including raising capital, marketing, sales, operations, and software development. A technology junkie, DJ frequently presents and writes about strategies for leveraging technology for real estate investing.
About Badri MalynurBadri Malynur is a Co-Founder and VP at Avestor Inc. (avestorinc.com) real estate investment technology platform that allows investors to build custom real estate portfolios. Badri has extensive investment experience spanning a large variety of assets including real estate, stocks, bonds, cryptocurrencies, commodities, options, and angel investing. He has co-founded two start-ups and has extensive management experience leading large teams at a Fortune 500 company. He has an MBA in Marketing & Finance and a Master's in Computer Science.
Another person’s success story is a manifestation that it’s possible for you to achieve bigger things as well! Today’s guest, Melanie Bajrovic, shares how she went from her bar business at the age of 12 to buying her own house at 22 and eventually building an empire of multiple real estate assets of her own and on her own.
She shared in full detail how she went from having a passive income to buying real estate and building her passion projects alongside managing all of her assets. She also talks about how The Wealthy Barmaid Book happened and how it explains her journey from being a minimum-wage earner to a millionaire. So sit with us now, be financially literate, and learn real estate strategies you can apply on your own so you can also build your own empire!
Population growth is one of the key factors that drive housing needs. And, multifamily is one of the asset classes that can offer solutions to this. A multifamily is a residential property that contains more than one housing unit. There are small multis such as duplexes, triplexes, or fourplexes. And there are the large multis that consist of hundreds of units.
Today, Jake Pence of Kaski is joining us again and he talks about how he is managing his traditional multifamily properties. Jake also discusses hiring the right people to work with you in your business, how he sets up the company from a fundamental operational standpoint, and what else he aspires to achieve in the future. Tune in now!
Key Points From This Episode:
- Jake details how he manages his current portfolio of traditional multifamily.
- How does Jake set up the business from a basic operational standpoint?
- Jake explains why retaining talents to take care of every aspect of your business helps a lot.
- How hands-on is Jake with his business?
- Jake shares the lessons he learned from his first hire and fire.
- What questions to ask when you are managing a short-term rental space?
- What else does Jake hope to do with his real estate business?
- What Jake aspires to achieve this year and in the future?
- The daily habit that contributed to Jake’s success.
Tweetables:“Whenever I'm underwriting a deal, the foremost question on my mind is, can I take what is here in Excel and apply it to real life? Is it actually executable? And that is a question that I feel when I look at deals, I think it's easy to lose sight of that. Because the thing is that I'm a finance guy, I'm a numbers guy. That's really my skill set. But not being so focused on what my spreadsheet tells me and losing sight of “Okay, can we actually go out and do this?” So that's been really important.”
“If we can set expectations up front and provide clear ongoing communication, then we should be fine.”
“You definitely need the right people in your corner to really make it (multifamily success) happen.”
“Whenever you're looking for a property management company, I think it's important that you talk to multiple (firms).”
Link Mentioned in Today’s Episode:Jake Pence on LinkedIn
Invest Kaski website
About Jake PenceOriginally from Central Illinois, Jake Pence went to college at the University of Illinois where he studied finance with a concentration in real estate. During college, Jake purchased his first investment property and interned for two large real estate private equity firms where he worked in a variety of property management, asset management, and acquisitions roles.
Jake decided to start his own firm, Kaski, immediately after his college graduation in December 2019. Fast forward to today, Jake and Kaski are located in Nashville, TN, and have roughly $20m in AUM in addition to a small business portfolio consisting of a short-term rental property management company.
Every person has his/her own journey to take. And, being an entrepreneur is something that might not be the path for everybody. In the first part of our two-part series with Jake Pence of Kaski, he tells us why entrepreneurship is not for everybody.
Today, Sam Rust speaks with Jake and they talk about how he ended up taking the real estate path after college, how he started raising capital, and why entrepreneurship is not for everybody. Jake also talks about his viral LinkedIn post that garnered over 350,000 impressions, as well as why he does not want to focus on being an influencer. Click the play button now and learn new wisdom from Jake today!
Key Points From This Episode:
- Jake shares why he chooses to take the real estate path after college.
- How did Jake’s past experience prepare him when he started his own real estate business?
- The things that Jake learned in real estate so far.
- Jake explains why being an entrepreneur is not for everybody.
- How did Jake overcome the hurdles as a young entrepreneur out of college?
- Jake shares that he utilized his Facebook when he first started to raise capital.
- Jake emphasizes the importance of having access to capital.
- Jake talks about his viral LinkedIn post of the 2021 year in review which garnered over 350,000 impressions, and how he utilized the social media platform afterward.
- Why did Jake say he doesn’t want to be an influencer?
- Jake says that being practical is his unique ability as a real estate entrepreneur.
- Jake elaborates on what drives his selection of markets.
- How building relationships with brokers have helped Jake with his business?
Tweetables:
“At first, I felt like everybody should want to be an entrepreneur, right? Like everybody should want to start their own business and do their own thing and go that route. And what I know now is that is an absolutely ridiculous idea, not everybody should. It's not for everybody.”
“I need to have multiple sources of capital because, at the end of the day, I think that's really what separates people in our business – it's the ability to always have access to capital.”
“It's different strokes for different folks.”
Link Mentioned in Today’s Episode:Jake Pence on LinkedIn
Invest Kaski website
About Jake PenceOriginally from Central Illinois, Jake Pence went to college at the University of Illinois where he studied finance with a concentration in real estate. During college, Jake purchased his first investment property and interned for two large real estate private equity firms where he worked in a variety of property management, asset management, and acquisitions roles. Jake decided to start his own firm, Kaski, immediately after his college graduation in December 2019. Fast forward to today, Jake and Kaski are located in Nashville, TN, and have roughly $20m in AUM in addition to a small business portfolio consisting of a short-term rental property management company.
If it takes two to tango, then this certainly holds true when it comes to real estate investing when you’re a couple. By securing your financial future together, not only will you enjoy the benefits of passive investing but also learn to keep your relationship much stronger.
Passive investors Joe and Robin Giuliacci have been married for more than 25 years now and have already retired from their engineering and education careers, respectively. Learn how this power couple has grown their portfolio of multifamily and self-storage units through syndications.
Overcoming the fear of failure and taking risks is the only way to yield higher returns. Today’s guest, Debbie Wilcox, explains to us how she managed to invest in over 2500 units as a Limited Partner and invest in 300 units as a general partner. She sure doesn’t want to leave us hanging because she also shares with us the first step she’s done to get her first and second deals.
Debbie even talks about the sacrifice they made which is giving up their business of over 30 years to pursue real estate investing and syndicate multifamily deals. But pursuing this field isn’t just pure self-educating. In this episode, Debbie also discusses how invaluable it is to have a mentor and a community that walks them through deals and success so don’t miss it and listen now!
Raising capital is an important part of a syndication business and it could be one of the hardest ones to accomplish. In today’s #Highlights episode, we feature once again our conversations with capital-raising experts Annie Dickerson and Julie Lam of Capital Raiser Academy and Ken Sheppard of Creative Flips Inc. They talk about new approaches in capital raising that you can apply today.
Annie and Julie explain why raising capital is the top priority and the systems you require to simplify the process and run more smoothly. Meanwhile, Ken proves that capital raising does not have to be the most difficult part of syndications as he offers tips on how you can do it effectively. Click the play button now and learn new approaches to capital raising!
Key Points From This Episode:
- Why new syndicators should focus on capital raising before anything else.
- All the amazing benefits of joining their academy – including the mastermind effect!
- What sets Capital Raiser Academy apart from any other syndicator course?
- Tips for getting investors on your calendar before even talking to them.
- The importance of knowing who you are trying to help and adding value to this group.
- How Ken got started in the world of finance and segued into real estate.
- Why Ken believes that debt is not as challenging provided there is capital.
- Follow the money: getting into spaces where wealthy people are is the kickstart to raising capital.
- Presenting yourself well gives you more credibility in high-end spaces, like elite conferences.
- There are trillions of dollars in capital and far fewer people looking to raise capital.
- Some easy and captivating ways to break the ice when meeting someone initially.
Tweetables:“We always tell people, if you’re getting into syndication, really consider focusing on capital raising first.” – Annie Dickerson
“Capital is found where wealthy people go.” – Ken Sheppard
Links Mentioned in Today’s Episode:Annie Dickerson on LinkedIn
Julie Lam on LinkedIn
Goodegg Investments website
Goodegg Investments on Twitter
Capital Raiser Academy website
WS360: A New Approach to Raising Capital with Annie Dickerson and Julie Lam
Ken Sheppard on LinkedIn
Creative Flips Inc website
WS390: A Different Perspective on Raising Capital with Ken Sheppard
About Annie Dickerson and Julie LamJulie and Annie are the co-founders and managing partners of Goodegg Investments, a company that helps people learn about and invest in real estate syndications. To date, Goodegg Investments has co-syndicated over $400 million of real estate assets in multifamily, self-storage, and manufactured home parks. Julie and Annie have recently launched a new online course, Capital Raiser Academy, which helps people who want to learn how to raise capital for syndications or who want to take their capital-raising business to the next level.
About Ken SheppardKen Sheppard is in the creative financing business, where the core asset is generally real estate, along with deals in entertainment, communications of any kind, energy, sports, tax credit, or other asset components. He has been involved in finance since the early ‘70s. Today, Ken and his Creative Flips Inc. company structure deals, in a variety of industries.
Business diversification is a good way to ensure that you can weather a storm when there is one. In today’s #Highlights episode, we look back at our conversations with Brett Swarts and Hugh Odom who give real estate entrepreneurs options on how they can diversify their income stream.
Brett talks about the Deferred Sales Trust and how it offers a more flexible way to defer tax by acting as the middleman in transactions and allowing the seller time to choose what to invest in next. Meanwhile, Hugh breaks down which commercial real estate properties are prime candidates for a cell tower lease, and most importantly, he will tell us how we can avoid a $1,000,000 mistake. Enjoy the show!
Key Points From This Episode:
- How the Deferred Sales Trust modifies the IRC 1031 method.
- Property owners usually face tax problems when they are looking to sell.
- How the Trust gives sellers the freedom to bide their time before reinvesting.
- The capital is locked up in the Baby Boomer generation, and how to unlock it.
- How the Deferred Sales Trust benefits syndicators through rolling tax into a new deal
- Getting to know Hugh Odom and his telecom consulting firm Vertical Consultants.
- Which commercial real estate properties are prime candidates for a cell tower?
- How do we know if our property can be considered a cell tower site?
- Hugh tells us how to avoid making mistakes when an opportunity for a cell tower lease comes.
- Hugh shares how to make a cell tower lease agreement a win-win situation for both the landowner and telecom provider.
Tweetables:
“We use a Deferred Sales Trust, which is just an installment sale, creative installment sale, to give them tax deferral, liquidity, and diversification. The best thing is the ability to buy or invest in other commercial real estate deals at an optimal timing so that they can create and preserve more wealth, and as a commercial real estate syndicator, so that you can add massive amounts of value to your partners, and so that you can create and preserve more wealth and attract more capital.” – Brett Swarts
“Understand an opportunity — the knock on the door, the phone ring, the email that comes across, understand exactly not only what you are being offered but understand what you are giving up in exchange.” – Hugh Odom
Links Mentioned in Today’s Episode:Brett Swarts on LinkedIn
Capital Gains Tax Solutions website
WS370: The Benefits of the Deferred Sales Trust for Diversification with Brett Swarts
Hugh Odom on LinkedIn
Cell Tower Lease Experts website
WS889: How To Avoid A $1,000,000 Mistake with Hugh Odom
About Brett SwartsBrett Swarts is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high-net-worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges, and $85,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor.
About Hugh OdomHugh Odom is a former AT&T attorney (for over 11 years) and the founder and president of Vertical Consultants, a telecom consulting firm that has provided consulting advice for companies like Walmart and Disney, and governmental institutions like the United States Postal Service; New York Housing Authority; Veteran Affairs; the City of Atlanta and the City of Charlotte.
Many career professionals, especially those earning healthy incomes, look for ways to put their money to work, earn passive income and potentially build wealth. Thus, many, especially those holding a lucrative day job, turn to passive real estate investing to accomplish these goals. While most remain passive investors, there are highly-motivated and driven individuals who go on to active investing as general partners or co-GPs in multifamily syndication.
Such is our guest in today’s episode. Building a 15-year career in the IT industry, Rama Krishna Chunchu of Usha Investment Group has now chosen the path to active investing in the multifamily syndication space. Before doing so, he pursued various means of learning real estate investing - from reading books, listening to podcasts, attending conferences, joining mastermind groups, and investing in deals as a passive investor. Listen now and gather how an IT professional gets a start in real estate investing and becomes a co-GP in multifamily syndication.
As one of the most popular social media platforms, YouTube has the potential for bringing higher visibility and traffic, engagement and conversion rates. Yet, most real estate investors don't know how to optimize it. What’s the secret to getting the marketing tactics right?
Levi Lascsak, the co-founder of The Reel Agents, has built the fastest-growing and most viewed real estate YouTube channel in Dallas that generates three to five inbound leads per day. Learn the best strategies when it comes to YouTube marketing for real estate in this new episode.
Have you heard of the opportunity zones? These are new community development program that was established by Congress through the Tax Cuts and Jobs Act of 2017. The reason why the government is creating these opportunity zones is to encourage long-term investments, specifically in low-income urban and rural areas throughout the country, and bolster the economy. Now, as a real estate entrepreneur, how will this benefit you?
In this last episode of our three-part series with Dave Codrea of Atlanta-based real estate investment firm Greenleaf, he discusses what an opportunity zone is, its risks and benefits, and the importance of proper underwriting when you have a deal in the opportunity zone. He also explains why it’s important to look at it so that it makes sense from a deal standpoint, not just from a tax standpoint. Tune in now and find out if it’s time for you to look at the opportunity zone you can invest in!
Key Points From This Episode:
- Dave details what an opportunity zone is and why investors should look at it as an opportunity for growth.
- Dave explains that in opportunity zones, taxes are deferred until 2026.
- With taxes being deferred, is this an opportunity for buying?
- Dave discusses some of the risks and rewards of doing opportunity zones.
- Are there any changes since the opportunity zone law was rolled out in 2019?
- How does Dave prepare for 2026?
- How does Dave plan for possible downturns?
- What is Dave’s best source for meeting new investors at the moment?
- Dave talks about the big challenge they are facing in Greenleaf right now.
- What's the number one thing that's contributed to Dave’s success?
- How does Dave like to give back?
Tweetables:“Our whole strategy was to buy value-add deals and be able to refinance them at some point between now and 2026, to provide some cash-out mechanism will refinance or through just earning money on the deal so that investors can use that to pay their tax liability that is coming out.”
“I think there's definitely some opportunities outside of the original thesis of buy and hold long-term where people are going to have to make tax payments coming up in 2026.”
“There's no point in taking on outsize risks to defer taxes and something that's not going to work.”
Links Mentioned in Today’s Episode:
Dave Codrea on LinkedIn
Greenleaf website
WS1555: How I Started My RE Journey in High School | Dave Codrea
WS1556: Multifamily Risks and Strategies | Dave Codrea
About Dave CodreaDave is co-founder of Greenleaf, an Atlanta-based real estate investment firm. From the very beginning, Dave built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. Since its inception as a two-man venture, Greenleaf has grown its geographic footprint to encompass several states in the Southeastern US. The growing portfolio currently includes Apartments, Mobile Homes, and Commercial properties. Our investment, management, and construction platforms work in sync providing top-level customer experience, impressive investment returns, and a culture of innovation and goal setting.
Dave co‐founded Greenleaf in 2008 and heads all operational activities of the company. He built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. In addition to real estate experience, he has a background in financial consulting with Deloitte.
Inflation, recession, and the current economic climate are just a few of the things that businesses, including real estate, are facing now. So, is it time to buy, sell, or even hold? In the second episode of our three-part series with Dave Codrea of Greenleaf, he talks about the risks the asset class is facing and the strategies that they have to weather it.
Dave also details how you can prepare for a possible downturn, the pros and cons of multifamily, and the importance of having the best team. He then shares whether they are buying, selling, or holding their properties now, their deal criteria, and the importance of transparency whether to your team, residents, or team
Key Points From This Episode:
- Dave elaborates on their key considerations in investing in multifamily assets.
- Dave gives an example of a deal that they did.
- How does Dave’s team find the deals that they should be buying?
- What data should be considered in buying multifamily?
- Dave talks about the pros and cons of investing in multifamily.
- Dave’s expectations of the multifamily sector for the year.
- Why does Greenleaf prefer not to have floating-rate debt?
- Will Dave continually buy, sell, or just hold this year?
- How many reserves do you need?
- Dave talks about the different asset classes that they have.
- Dave shares that Greenleaf has two teams, they are the commercial team and the residential team.
- Dave emphasizes the importance of transparency whether to your team, residents, or team.
Tweetables:
“When we're looking at buying multifamily, or any of the deals that we've bought in that space, there's a lot of talk of just, right now, there's a shortage of supply.”
“When we're making investment decisions, we want to see exactly what's happening in the surrounding area.”
“If you have a growing population area and you have an affordable product, there's going to be demand.”
Links Mentioned in Today’s Episode:
Dave Codrea on LinkedIn
Greenleaf website
WS1555: How I Started My RE Journey in High School | Dave Codrea
About Dave CodreaDave is co-founder of Greenleaf, an Atlanta-based real estate investment firm. From the very beginning, Dave built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. Since its inception as a two-man venture, Greenleaf has grown its geographic footprint to encompass several states in the Southeastern US. The growing portfolio currently includes Apartments, Mobile Homes, and Commercial properties. Our investment, management, and construction platforms work in sync providing top-level customer experience, impressive investment returns, and a culture of innovation and goal setting.
Dave is an avid adventurer and loves all things outdoors including remote rafting expeditions, overland trips, and the local running scene. If there is a break, Dave will be outside. He has a traveling pack of 3 kids whose favorite words are “outside”. His wife, Sarah, is a physician that can fix any bump or bruise along the way on their journeys together.
Dave co‐founded Greenleaf in 2008 and heads all operational activities of the company. Dave oversees investment management, capital projects oversight, financial reporting and budgeting, and operational execution with a focus on leading with innovation and goal focus. Dave built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. In addition to real estate experience, he has a background in financial consulting with Deloitte.
How early should you start your real estate business? What are the things you need to know before starting one? Who do you need to surround yourself with to be knowledgeable in this space? We answer all these questions today with Dave Codrea of Atlanta-based real estate investment firm, Greenleaf.
In the first part of our three-part series with Dave Codrea of Greenleaf, he details how he began his real estate journey as a senior in high school. He shares that his family influenced him to be an entrepreneur and that his grandmother helped him when he was in high school to buy his first rental property. He then discusses moving to Atlanta, being an operator, and establishing himself in the Atlanta market.
Key Points From This Episode:
- Dave shares that he bought his first real estate, a rental property when he was a senior in high school with the help of his grandmother.
- How Dave’s family influenced him to start early in the real estate business.
- Dave talks about his portfolio before moving to Atlanta.
- Dave shares that he started as an operator in Atlanta.
- How did Dave establish himself in the Atlanta market?
- Dave talks about the importance of having a mentor.
- How do you find the right mentor?
- Reaching out to people and giving them value is the best way to start in the real estate space.
- Dave gives tips about scaling.
- How has Dave’s business strategy changed over the years?
- Why knowing what you’re good at can be beneficial?
- Dave shares his deal criteria.
Tweetables:
“My grandmother was a real estate agent back when I was in high school. And I always love looking at this stuff. And, I was trying to find like what am I going to, where am I going to go in life, right? And real estate was something that always intrigued me.”
“Management really led the way of understanding the market, seeing what's out there, and meeting people in the space.”
“If you're going to start out in real estate, most of the people you meet that are successful in real estate, they're like, ‘Oh, I've been doing it for 50 years, you can't fast forward 50 years, you've got to start at some point.’”
“We operate everything that we own. So if we can't operate it, we're going to run into some challenges. So we don't buy that stuff.”
Links Mentioned in Today’s Episode:
Dave Codrea on LinkedIn
Greenleaf website
Rich Dad Poor Dad
About Dave Codrea
Dave is co-founder of Greenleaf, an Atlanta-based real estate investment firm. From the very beginning, Dave built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. Since its inception as a two-man venture, Greenleaf has grown its geographic footprint to encompass several states in the Southeastern US. The growing portfolio currently includes Apartments, Mobile Homes, and Commercial properties. Our investment, management, and construction platforms work in sync providing top-level customer experience, impressive investment returns, and a culture of innovation and goal setting.
Dave is an avid adventurer and loves all things outdoors including remote rafting expeditions, overland trips, and the local running scene. If there is a break, Dave will be outside. He has a traveling pack of 3 kids whose favorite words are “outside”. His wife, Sarah, is a physician that can fix any bump or bruise along the way on their journeys together.
Dave co‐founded Greenleaf in 2008 and heads all operational activities of the company. Dave oversees investment management, capital projects oversight, financial reporting and budgeting, and operational execution
Many investors and syndicators don’t even realize that it is possible to do a 1031 exchange into syndication. In today’s #Highlights episode, we look back at our conversations with real estate entrepreneurs who have done this. They are Ken Holman of Overland Group and Brandon Bruckman of Insight Real Estate Partners.
Ken stresses the importance of choosing suitable properties to deal with and the process of incorporating 1031, self-directed IRAs, and regular investors in the same project. Meanwhile, Brandon shares the idea of proper planning and its indispensable role in the processes of 1031. Listen now and learn new knowledge today!
Key Points From This Episode:
- Ken discusses how you can incorporate 1031, self-directed IRAs, and regular investors in the same projects.
- Ken explains that a 1031 investor can’t invest in regular syndication because they’re buying a share of an entity, they’re not buying real estate.
- A little bit of Brandon’s background in real estate and some information on his firm.
- How Insight helps investors with planning and more!
- Steps for operators to take and Brandon’s thoughts on the impact of the political climate.
- The job of matchmaking between syndicators and investors.
- Costs involved in 1031 exchanges and weighing the benefits versus inputs.
- Important details around timing for operators considering a 1031 exchange.
Tweetables:
“ I like to work with bigger investors as opposed to smaller investors. I have found that it’s possible to incorporate 1031 tax-deferred exchange investors with self-directed retirement account investors and regular investors.” – Ken Holman
“Planning is so critical before you even get into the exchange process.” – Brandon Bruckman
“To stop and to do something a little bit different is more costly and time-consuming.” – Brandon Bruckman
“CPA is a great person to have in this transaction, real estate lawyers are a great person to have in this transaction. The investor wants to speak with these people before they even start to think about doing an exchange.” – Brandon Bruckman
Links Mentioned in Today’s Episode:
Ken Holman’s Email
Ken Holman on LinkedIn
WS283: The Benefits Of Incorporating 1031 Investors, Self-Directed IRAs And Regular Investors with Ken Holman
Brandon Bruckman on LinkedIn
Brandon Bruckman’s Email
Insight Real Estate Partners
WS733: How To 1031 Into Syndications To Save Thousands with Brandon Bruckman
About Kenneth T. HolmanKenneth T. Holman has had a long and distinguished career in real estate. He obtained his real estate license in 1972 and his real estate broker’s license in 1975. Over the years he has brokered, developed, constructed, and owned over $500 million in real estate assets which have included apartments, condominiums, industrial properties, self-storage projects, office buildings, hotels, a golf course, retail properties, fast-food restaurants and other types of commercial properties.
About Brandon BruckmanBrandon runs Insight’s Milwaukee office. He is focused on growing the 1031 / DST business as well as adding investment clients. Brandon also leads the marketing efforts and investment due diligence. Prior to Insight, Brandon founded West Chapman & Co., a consultancy that assists clients in growing their business by gaining insights through data. Brandon has assisted large and small businesses in industries ranging from Financial Services to Logistics to Pharmaceuticals.
The mobile home park is considered to have the lowest cost investment per unit of any real estate asset class. Thus, this asset class is getting the attention of many real estate investors. In this #Highlights episode, we feature our conversations again with mobile home parks investors Joyce Walder and Sumeet Makhijani. The two tell us how they transitioned into the asset class and why they chose to invest in mobile home parks.
Joyce gives tips on securing a successful transition when acquiring a mobile home park and emphasizes the need to acknowledge the community's needs, be on the ground and talk to the residents themselves. Meanwhile, Sumeet shares that his real estate journey was difficult but possible with proper time management. Click the play button now and be inspired by Joyce and Sumeet’s journeys!
Key Points From This Episode:
- Joyce shares her career transition from legal banking to dental hygiene to a real estate investor.
- Why are people skills important in business?
- Joyce details what she does as B3 Investment’s operations transition expert.
- The work that needs to be done so residents will know that there is a potential new owner of the community.
- How to let people in the mobile home park community know you are there to help.
- Joyce shares how to have a successful transition in acquiring a mobile home park.
- Sumeet talks about his journey from being a physician to investing in real estate.
- How did Sumeet manage to finish medical school and at the same time invest in real estate?
- Sumeet details how he and his partner were able to purchase four mobile home parks in eight months, three through syndication.
- How did Sumeet get into the syndication business?
Tweetables:
“We actually have fallen into a great process – not by planning but by learning like everyone else.” – Joyce Walder
“Our big goal (is) we want to provide safe, clean, affordable housing options. As we know, that’s such a big deal in our country right now.” – Joyce Walder
“When we go into a community, we really do want to improve it.” – Joyce Walder
“I think part of this business is luck and timing, I really believe that, but also we had developed relationships.” – Sumeet Makhijani
“I always tell people, you have to be in the game to be in the game.” – Sumeet Makhijani
Links Mentioned in Today’s Episode:
Joyce Walder on LinkedIn
B3 Communities
B3 Communities Facebook Page
WS916: A Successful Mobile Home Park Transition Process with Joyce Walder
Sumeet Makhijani on LinkedIn
WS946: Surgeon Turned Successful Mobile Home Parks Investor
About Joyce WalderJoyce has a background in the legal field, commercial and residential banking, was co-owner of a dental practice in the Dallas area and was most recently a Dental Hygienist in the Austin area. After leaving her career in dentistry in 2019, Joyce is now able to focus on commercial real estate investments full-time. Her experience and attention to detail bring a broad range of exceptional skills to the team. Joyce enjoys working side by side with her husband, Bob. When not working, Joyce enjoys traveling, running, yoga, and spending time with her 4 children and extended family.
About Sumeet MakhijaniBorn and raised in Chattanooga, Tennessee, Sumeet became a plastic surgeon before starting in commercial real estate as a passive investor. He then transitioned to active investing about five years ago all while working full-time. He and his partner founded East Living Communities to acquire and operate mobile home parks.
It takes a deeper appreciation for accounting to realize that it is indeed the language of business. After all, knowing what’s going on inside the business can only be possible if business leaders can gather and understand their company’s past, current and prospective financial health.
In this second of our two-part series featuring Mark Kappelman, founder of Real Estate Accounting (REA), the CPA and CFA Charterholder discusses how real estate investors can be more accountable by getting their real estate accounting right. If you know your numbers well, then you’re ahead of the game.
Not every real estate investor, especially those starting out, is aware of property accounting. However, getting real estate accounting right from preparing financial information to organizing transactions is crucial to every business.
Today’s episode features Mark Kappelman, founder of Real Estate Accounting (REA). The CPA and CFA Charterholder explains why investors must consider outsourcing their accounting operations to finance professionals who understand the complexities of both real estate and accounting.
Inflation is one of the major concerns now in many parts of the world. And in the U.S., the Federal Reserve raised rate hikes several times last year in hopes to address this. So, entrepreneurs, how can one navigate through this current economic climate which is affecting all industries?
In the last part of our three-part series with Ivan Barratt of the BAM Companies, Ivan shares what he thinks will be the Fed's next move, how it will affect the industry, the ways they manage risks, and why there’s the possibility of more opportunities to transact now. He also explains why he thinks it is a great time to trade in the paper for hard assets, particularly multifamily housing in the Midwest. Listen now!
Key Points From This Episode:
- Ivan says today’s inflation has come in cooler than expected.
- Ivan believes this is a great time to trade paper into hard assets.
- Why investing in multifamily housing in the Midwest is a good idea right now?
- Ivan shares he’s planning to go from four assets per year to up to 10.
- How does Ivan expect his current units to perform over the next six to 12 months?
- What has changed in the way that Ivan manages his assets?
- Ivan says continuous improvement is an advantage in the property management side of your real estate business.
- How many reserves should you have?
- What’s the most important metric that Ivan tracks personally and professionally?
- The number one thing that contributed to Ivan’s success is faith.
- How does Ivan like to give back?
Tweetables:
“From a macro long-term perspective, I think it's an incredibly advantageous time to take paper money and trade it in for hard assets that generate income. And my favorite hard asset that generates income is multifamily housing.”
“I think I'll be a net buyer as well, what that means is, I'll be buying a lot more units than I will be selling.”
“By having the flexibility of floating shorter-term debt, with rate caps, and more cash on the side, those are my insurance I can be more nimble as to when I sell the asset.”
“We're making sure that we got the best asset management team on the field or making sure that they're looking over the shoulders of the property management side of the house.”
Links Mentioned in Today’s Episode:
Ivan Barratt on LinkedIn
The Bam Companies' website
WS1548: How to Start A Multifamily Business | Ivan Barratt
WS1549: Capital Raising During a Recession | Ivan Barratt
About Ivan Barratt
Ivan Barratt is a multifamily owner, manager, and syndicator specializing in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised nearly $250 million in equity, acquired over 5,900 units, and grown the BAM Companies to a best-in-class, four-time Inc. 5000 private equity, and management firm.
Today, Ivan focuses on equity finance, acquisitions, and company strategy. Currently, his company manages nearly $700 million in syndicated assets.
Recession is inevitable. It is part of any economic cycle. Thus, as a real estate entrepreneur, one needs to be prepared for possible downturns including recession. In the second episode of our three-part series with Ivan Barratt of the BAM Companies, he takes a deeper dive into ways that you can raise capital amidst a recession.
Ivan says some ways you can secure capital is by having repeat investors, securing referrals, and adding value to others. He also emphasizes the importance of education, using different channels to market, and vetting the team first before looking at the deal. He then explains why operations are going to be critical moving forward. Enjoy the show!
Key Points From This Episode:
- Ivan discusses the strategies he used to raise capital even amid a recession.
- Why is it important to double down on education?
- The obstacles that new syndicators may face.
- Ivan says the more you do well in this business and the more you show returns, that could be an advantage for you and your investors.
- Ivan elaborates on ways in which an operator can raise capital.
- Ivan shares that he started as a door-to-door salesman.
- Why adding value to others can help you with your business?
- How did Ivan utilize Bigger Pockets?
- What’s the focus of Ivan’s marketing right now?
- Ivan shares they are using Copper as their CRM tool right now.
- What should passive investors look for in a deal to make sure that it is prepared for any downturn?
Tweetables:
“I’ll say that this year with the market volatility, certainly the air coming out of a lot of speculative assets, crypto stock market, the housing market is certainly correcting, especially in some of the red hot post-Covid markets where prices swung way off the mean.”
“So you're starting to get into smaller family offices and some pretty successful families, you're seeing more allocation to real estate there. So, how that translates into strategy is finding good deals that those investors are going to get to like to see inside our funds. We don't do single assets very often anymore, we typically raised in a fund format which some of those larger investors really want.”
“We've really doubled down on education, from an investment standpoint to our investors.”
“The more you do well in this business, and the more you show returns, and communicate and respond quickly and show transparency, the more that momentum builds.”
“Taking care of clients, clients tend to refer you to their friends, and that can grow.”
“We're seeing now this flight to quality and investments where you really got to understand the investments you're getting into. The downside as much as the upside.”
“I look at the team and the track record. I bet on management teams and sponsors before I look at the deal.”
“Operations are going to be critical moving forward.”
Links Mentioned in Today’s Episode:
Ivan Barratt on LinkedIn
The Bam Companies' website
WS1548: How to Start A Multifamily Business | Ivan Barratt
Bigger Pockets
About Ivan Barratt
Ivan Barratt is a multifamily owner, manager, and syndicator specializing in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised nearly $250 million in equity, acquired over 5,900 units, and grown the BAM Companies to a best-in-class, four-time Inc5000, private equity, and management firm.
Today, Ivan focuses on equity finance, acquisitions, and company strategy. Currently, his company manages nearly $700 million in syndicated assets.
Starting a multifamily business, or any business, is not a walk in the park. There are many things to learn, unlearn, and even relearn. There are many hardships and obstacles that will surely come your way. Often, these are called birth pains. But, once you have established your business, there’s no other way but to go up.
In the first episode of our three-part series with Ivan Barratt of BAM Companies, he tells us how he began his real estate business and grow it to how it is today. Ivan kicks off by sharing about BAM Companies and how vertically integrated the company is. He then shares that he started the company in his spare bedroom and doing it all at first. He also talks about the importance of having a coach, the people you are working with, and getting your family’s support. Listen now and be inspired by Ivan’s journey!
Key Points From This Episode:
- Ivan talks about BAM companies and how they are vertically integrated.
- Ivan shares that he started back in 2010 by running his own property management.
- Why did Ivan start property management first?
- When did Ivan realize that he can scale his business and do a large apartment building community?
- Why is building relationships with your clients important?
- What were the difficulties that Ivan faced when closing his first deal?
- Ivan shares how he and his wife overcame the struggles of getting their first deal done.
- What would have Ivan done differently knowing what he knows now?
- Ivan emphasizes the need of having a good coach.
- What helps Ivan and his business not fall apart?
Tweetables:
“We don't go to big institutions, we democratize real estate for the individual investor.”
“I've realized that one of the secrets for me (is), this is my journey, everybody's got a different one, but one of the secrets for me was I had to first do what I hate in order to one day get to do what I love.”
“I had this idea that if I could figure that out on the small stuff first, that that would aid me in the future when I started doing bigger deals.”
“The real key is action, no matter how small the step is.”
“I'm a huge proponent of having a coach in my life in any area that I want to improve.”
“My best assets are the people that work alongside me that bought into our vision.”
Links Mentioned in Today’s Episode:
Ivan Barratt on LinkedIn
The Bam Companies' website
The ABCs of Property Management: What You Need to Know to Maximize Your Money Now
Dave Lindahl – Apartment House Riches
The 7 Habits of Highly Effective People
About Ivan Barratt
Ivan Barratt is a multifamily owner, manager, and syndicator specializing in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised nearly $250 million in equity, acquired over 5,900 units, and grown the BAM Companies to a best-in-class, four-time Inc. 5000 private equity and management firm.
Today, Ivan focuses on equity finance, acquisitions, and company strategy. Currently, his company manages nearly $700 million in syndicated assets.
Running a business will require a lot from you – your focus, energy, effort, and a lot more. In this #Highlights episode, we feature our conversations again with successful entrepreneurs Dan Rochon and Todd Palmer. The two tell us tips on how you can run your business with ease.
Dan tells us about his process of studying success by first identifying mentors, and looking at their environments and what they do on a daily basis. Meanwhile, Todd details that the key to finding great people to work with within your business is to be an employer of choice and he also emphasizes the need to take care of your people for them to want to work for you for a long time. Tune in now and learn the ways you can become a successful entrepreneur!
Key Points From This Episode:
- Hear about Dan’s troubled past and how he got back on his feet again.
- How, by studying success, Dan was able to achieve his very own success.
- The various factors Dan looks for in a successful person and how he emulates them.
- Why “acting as if” can lead you to make your best possible business decisions?
- Hear about the kinds of qualities Dan looks for in the people he surrounds himself with.
- Todd talks about what entrepreneurs are struggling with the most right now.
- The differentiators that helped entrepreneurs to succeed were the people.
- The key to finding great people to work with within your business – be an employer of choice.
- Todd shares how you can come up with your business’s core values.
Tweetables:“My superpower is that I study success and I study it to the core and that I emulate it as best as possible.” – Dan Rochon
“They (successful entrepreneurs) surround themselves with the right people, they define who is that right person, they design their lives rather than living their life by default.” – Dan Rochon
“There’s one common issue with every business regardless of the niche you served, regardless if you’re service-based, manufacturing-based, real estate-based, there’s always one issue and it’s always people.” – Todd Palmer
“Be an employer of choice, that’s the key. That’s the secret formula.” – Todd Palmer
Links Mentioned in Today’s Episode:Dan Rochon on Facebook
Dan Rochon on LinkedIn
Real Estate Evolution
WS776: How To Study Successful Entrepreneurs with Dan Rochon
Todd Palmer on LinkedIn
Todd Palmer on Facebook
WS943: The Secret Formula To Be A Successful Entrepreneur with Todd Palmer
About Dan RochonAs a real estate sales agent, Dan and his team are consistently top producers in their marketplace and provide solutions for their clients. Through their investment company, Dan and Traci Rochon have been investing in residential and commercial real estate ventures for more than the past two decades. The Rochon's have been featured on The Nightly News with Brian Williams, The Today Show, CNBC, The Washington Post, The Washington Examiner, WTOP News, Voted as The Best of DC Real Estate agent in Washington City Paper Readers Poll, and more.
About Todd PalmerTodd Palmer is the collaborative business advisor and CEO of Extraordinary Advisors (EA). Simply put, EA helps business leaders Get S#!t Done. As the CEO of a 6-time INC. 5000 company, Todd knows that business success begins and ends with people. People make all of the business decisions regarding strategy, execution, cash, and staff. Todd is also the author of the popular book The Job Search Process: Find & Land a Great Job in 6 Weeks or Less.
Being of service is a noble job and many people would want to retire doing it. But, sometimes fate has a different plan. In today’s #Highlights episode, we look back at our conversations with a former soldier and former police who found great success in real estate after they left the service force. Hear the amazing stories of Eric Upchurch and Adrian Pannozzo!
Eric details how his service has inspired his drive for success along with the need to give back to the veteran community. Meanwhile, Adrian shares that he took a home equity loan, bought three rentals to subsidize his income, and started his dream to build generational wealth in real estate. Click the play button now and be inspired by Eric and Adrian’s life journeys.
Who doesn’t want financial freedom? Today, we talk about achieving financial freedom faster with Howard Polansky of Cash Flow Coaching. Howard was a former dentist who found his ultimate calling – coaching.
Today, Howard talks about many ways you can maximize profits and credits so that you can achieve financial freedom. He also discusses different kinds of credits, the advantages of being debt-free, the importance of having safety and a buffer when doing business, as well as the most rewarding part of being a coach. Click the play button now and learn new wisdom today!
Key Points From This Episode:
- Howard talks about his background as a dentist who found financial freedom.
- How did Cash Flow Coach USA start?
- Howard discusses the different kinds of credit.
- How can being debt free be an advantage to you?
- How do the interest rates affect the line of credit?
- Howard emphasizes the importance of having safety and a buffer.
- Howard shares that it’s part of his coaching service to look after the fixed costs.
- The valuation structure is really built on how controlled your expenses are.
- What’s the most rewarding part for Howard being a coach?
- What’s the typical way how people learn to do cash flow management?
Tweetables:“Sometimes life leaves you little clues and other times life hits you with a two-by-four.”
“If we can improve the profitability of the business, it's going to spill over to their personal life.”
“Being debt free is not the be-all-end-all. But I've got to go somewhere with people. And so I say, we're going to go in the direction of being debt free.”
“It's all based around this idea of how to utilize the lines of credit effectively. And so, when you think of what are examples of lines of credit, a credit card is a line of credit. That's probably the most universal example. It's not what I use for showing people how to do this. But, another one is a personal line of credit. But, the really big one that people are going to do, for the most part, to make this system work is a home equity line of credit.”
“I want to make sure that there is safety, there is buffer because life happens.”
Links Mentioned in Today’s Episode:Howard Polansky on LinkedIn
Cash Flow Coach USA website
About Howard PolanskyHoward Polansky DMD, MBA started his career as a dentist for the United States Navy. After serving his country, he began a dental practice in 2009 in Austin, Texas. After 9 years, Howard’s older son developed an acute medical condition, landing his son in the ICU for 19 days at the local children’s hospital. With much angst and contemplation, Howard realized his future path did not involve dentistry. After his son made a complete recovery, Dr. Polansky sold his practice in September 2018, yet colleagues were asking how he was able to walk away. His answer was, “I learned how to make money flow.” With intrigue from others, he explained the concept of what is now Cash Flow Coaching – saving years from paying off debt, saving thousands of dollars in interest, and having more cash flow immediately.
Many real estate investors have been enticed by the profitability of build-to-rent communities because of more financing options, higher yield of return, and better opportunities for homeownership. In addition, most demands for homes today require more space and less self-management in their own properties.
Today’s episode features Flint Jamison, founder of Vestus Capital. The aircraft designer-cum-real estate investor explains why build-to-rent properties are growing in demand, and why these developments are the future of the real estate.
As leaders of our companies, we tell stories to our employees, clients, and investors to improve interpersonal relationships, communicate strategy and build culture. We motivate, seek support, persuade, encourage and inspire through the stories we tell. We tell stories in almost all aspects of running our business, so it is only necessary to develop the skill and learn the elements and techniques of good business storytelling.
In this concluding episode of our interview series with organizational storytelling expert Paul Smith, we home in on the techniques of effective business storytelling that you can apply within your organization. Learn how you can gain the trust of your listeners, know what elements make a good story, and gather practical tips on delivering your message. If you’re looking for techniques to communicate more effectively and have deeper engagement with your team, your clients, or your audience, then you have to learn how to tell stories. Remember, good storytelling can be learned.
Key Points From This Episode:
- Are there natural storytellers? Can storytelling be learned?
- When does a story fit into a business process?
- What makes a listener trust the storyteller?
- What lends credibility to the speaker or storyteller?
- How do the elements of surprise and the unknown make stories more compelling and memorable?
- Some techniques and examples of injecting an element of surprise into a story.
- Paul’s advice on making an “elevator pitch”.
- More techniques and tips on effective storytelling.
- Metrics that Paul tracks and the habits that have produced the highest return for Paul.
- The number one thing that's contributed to Paul’s success and his way of giving back.
- Paul’s contact information
Tweetables:
“The shortest effective storytelling structure is problem resolution.”
"At its nub, every story is a problem resolution.”
“Emotion is an important component of a well-told story.”
“A surprise makes the story more memorable and if it's more memorable, people are more likely to act on it.”
Links Mentioned in Today’s Episode:
Lead With A Story website
Paul Smith on LinkedIn
Lead With A Story by Paul Smith
Sell With A Story by Paul Smith
Parenting With A Story by Paul Smith
The 10 Stories Great Leaders Tell by Paul Smith
About Paul Smith
Paul Smith is one of the world’s leading experts on organizational storytelling. He’s one of Inc. Magazine’s Top 100 Leadership Speakers of 2018, and the author of three Amazon #1 bestsellers: Lead with a Story (now in its 11th printing, and published in 7 languages around the world), Sell with a Story, and The 10 Stories Great Leaders Tell; in addition to Parenting with a Story and his newest work, Four Days with Ken
The ability to tell compelling stories can make or break a leader. When a leader is skilled in storytelling, it is easier to express your message to your team and to your clients, and build credibility for yourself, your ideas and your organization. But, how do you tell a compelling story? Is there a fail-safe formula or a structure that we all can follow?
We continue our interview series with Paul Smith, one of the world’s leading experts on organizational storytelling. In this episode, Paul teaches us how we can organize our thoughts and ideas and create a story structure that can refine our leadership message into an effective story. Listen now and learn how you can inspire and motivate your team and convert clients with your storytelling and lead your business to success.
Key Points From This Episode:
- How can a story structure help craft a better story?
- Why leaders need a structure for stories they’re going to tell.
- Types of story structure
- Why the traditional presentation structure of introduction-body-structure will not work for storytelling.
- Eight questions to guide the leader when structuring a story.
- How the 8-question approach works for other types of stories as well.
- Why the order of storytelling is important.
- How does a leader prepare for storytelling?
Tweetables:
“Give your audience a reason to listen to you.”
“Spend time cultivating your story so that they're ready to go when you need them.”
“The worst time to tell a story is when you don't have a good story to tell.”
Links Mentioned in Today’s Episode:
Lead With A Story website
Paul Smith on LinkedIn
Lead With A Story by Paul Smith
Sell With A Story by Paul Smith
Parenting With A Story by Paul Smith
The 10 Stories Great Leaders Tell by Paul Smith
About Paul Smith
Paul Smith is one of the world’s leading experts on organizational storytelling. He’s one of Inc. Magazine’s Top 100 Leadership Speakers of 2018, and the author of three Amazon #1 bestsellers: Lead with a Story (now in its 11th printing, and published in 7 languages around the world), Sell with a Story, and The 10 Stories Great Leaders Tell; in addition to Parenting with a Story and his newest work, Four Days with Kenny Tedford. He’s a former executive at The Procter & Gamble Company and a consultant with Accenture prior to that.
As part of his research on the effectiveness of storytelling, Paul has personally interviewed over 300 CEOs and executives in 25 countries and documented over 3,000 individual business stories. That’s allowed him to reverse engineer what works in storytelling and what doesn’t. His work has been featured in The Wall Street Journal, Fast Company, Inc. Magazine, Time, Forbes, and Success Magazine, among others.
Paul has trained executives at international giants like Google, Hewlett Packard, Ford Motor Company, Bayer Medical, Novartis, Abbott, Progressive Insurance, Luxottica, Walmart, and Kaiser Permanente, among dozens of others. A 20-year veteran of P&G, Paul worked most recently as director of consumer and communications research for the company’s $6 billion global paper business where he led a research team across four continents. He also held leadership positions in corporate finance, manufacturing plants, and sales working closely with major global retailers like Walmart, Costco, Asda, and Sam’s Club.
Paul holds a bachelor’s degree in economics and an MBA from the Wharton School at the University of Pennsylvania. He lives with his wife and two sons in the Cincinnati suburb of Mason, Ohio.
“Stories constitute the single most powerful weapon in a leader’s arsenal,” says Dr. Howard Gardner of Harvard University. It underscores the importance of using storytelling as a leadership tool that spans real estate business owners like us. Because human beings are hardwired for stories, leaders who tell great stories are able to inspire and develop a deeper connection with employees and lead more effectively.
Our episode today with one of the world’s leading experts on organizational storytelling, Paul Smith, kicks off our 3-part series on the effectiveness of storytelling in leading businesses to success. Paul shares that leaders who can tell good stories have a powerful advantage over others. He tells us how to use storytelling to our benefit and enumerates the top ten stories that leaders must learn to become effective for organizational and business success. Want to become a better leader? Listen now and start the path toward inspiring and compelling storytelling.
Key Points From This Episode:
- Paul introduces himself and tells the story of how he became an expert in storytelling.
- Why is storytelling important in business?
- Why should leaders learn how to tell stories?
- Paul discusses the top ten types of stories that leaders must learn how to tell to set the direction of the organization and to serve as guidelines in performing leadership roles.
- Tips on how a leader should communicate the stories to target audiences.
- Paul gives an example of how to tell a story.
- Paul’s contact information.
Tweetables:
“I, slowly but surely, recognized that storytelling was an important skill to have if I wanted to be an effective leader.”
“Storytelling is timeless, it seems to always work and always will.”
“Stories literally help people remember things better so if you want people to remember your messages as a leader, stories are a great way to get them to do that.”
“Every leader's job is to be able to compellingly convince people how what you do is better than your competitors.”
“Sometimes it's better to make the wrong decision quickly than make the right decision slowly.”
Links Mentioned in Today’s Episode:
Lead With A Story website
Paul Smith on LinkedIn
Lead With A Story by Paul Smith
Sell With A Story by Paul Smith
Parenting With A Story by Paul Smith
The 10 Stories Great Leaders Tell by Paul Smith
About Paul Smith
Paul Smith is one of the world’s leading experts on organizational storytelling. He’s one of Inc. Magazine’s Top 100 Leadership Speakers of 2018, and the author of three Amazon #1 bestsellers: Lead with a Story (now in its 11th printing, and published in 7 languages around the world), Sell with a Story, and The 10 Stories Great Leaders Tell; in addition to Parenting with a Story and his newest work, Four Days with Kenny Tedford.
As part of his research on the effectiveness of storytelling, Paul has personally interviewed over 300 CEOs and executives in 25 countries and documented over 3,000 individual business stories. That’s allowed him to reverse engineer what works in storytelling and what doesn’t. His work has been featured in The Wall Street Journal, Fast Company, Inc. Magazine, Time, Forbes, and Success Magazine, among others.
Paul worked most recently as director of consumer and communications research for the company’s $6 billion global paper business where he led a research team across four continents.
Having a commercial real estate business can be a handful if you don’t know how to run the business smoothly. In today’s #Highlights episode, we look back at our conversations with entrepreneurs Andrew Bermudez and David Grabiner. The two share simple hacks you can apply in your commercial real estate business so you can generate more income.
Andrew talks about his love for problem-solving through technology, the ins and outs of Digsy, and some of the top productivity tips he has used to build such a successful business. Meanwhile, David tells us that self-managing commercial real estate is possible. Listen now and learn valuable hacks you can apply in your commercial real estate business!
If you are still looking for a sign to go full-time in real estate, then today’s episode may give you some wisdom. In this #Highlights episode, we look back at our conversations with real estate entrepreneurs Kevin McGrath and Yishai Breslauer. The two both left a W2 job before they went full-time as investors.
Kevin dives into why he left his high-paying job to be a full-time real estate investor and how the rise of e-commerce is increasing the demand for industrial space, further bolstering the resilience of his niche. Meanwhile, Yishai shares what made him leave a job that he loved for a greater opportunity in real estate, and how he got into syndication and do deals all across the U.S. even if he is based in Israel. Enjoy the show!
After markets became highly volatile during the pandemic, most real estate investors now seek property syndicators who are trustworthy and transparent. Nothing compares to feeling prioritized and guaranteed that only their best interests matter through proactive communication through a weekly or monthly cadence.
In today’s episode, Ghislain Larochelle, founder of real estate investing training firm Immofacile, shares his techniques for finding investors, maintaining transparent communication, and cultivating a long-term relationship with them.
Key Points From This Episode:
- Why did he choose to thrive in real estate?
- What's the difference between syndication in Canada and the United States?
- What are his techniques when it comes to finding investors?
- How does he cultivate relationships with investors?
- Why does he always set a 10% target of interested investors out of the total number of calls he makes?
- How does he handle conversations professionally?
- What are the four questions he asks investors?
- Why is it important to create a compelling presentation document for investors?
- What does he do when a business plan changes?
- How does he communicate business plan changes to investors?
- How does he choose his investors?
- How does he share bad news with investors?
- Why is transparency highly important?
- What are his top tips for communicating with investors?
- What does he do to get prepared for a downturn?
- What are his best pieces of advice for passive investors?
- What are some of the most important metrics that he tracks?
- What are his daily habits that have produced the highest returns?
- How does he give back to the community?
Tweetables:
“You have to call them, you take the number, and you call them directly. That's the best way to find people.”
“And with my expertise on the partnership, I would say that you get one to two entrusted people out of 10 calls. That's my stats: 10 to 20% will say yes, after you present your project.”
“Do you have some money available to invest in a project? That's the first question. And if they say, ‘No,’ I don't have to spend the next 10, 15, 20 minutes explaining the project. And I get the ‘No’ idea.”
“You should communicate with investors every month or every three months, at least.”
“And one thing why they want to be on the management committee is they learn. They see us with a lot of expertise. When we have a problem, what do we do? What do we do? And they are involved in the decision also, that's by voting.”
“The more investors are involved, the less they will come back to you and say you didn't do a good job.”
“Every month, what we send investors all of the financial paperwork so they cannot say, 'You spent something that wasn't planned?'”
“If a project is in a downturn, and there’s only 1% of ROI for the investors, I won't go into the project.”
“Passive investors have to make sure that they love the project.”
Links Mentioned in Today’s Episode:
ghislain@immofacile.ca
Immofacile
About Ghislain Larochelle
Ghislain Larochelle is the founder of Immofacile, a real estate coaching and investment training company in Canada. Prior to this, he was a residential real estate broker in Montreal and a trainer in process systematization as well as a consultant to managers. Immofacile organizes a total of 125 events per year, in addition to 20 training sessions.
Ghislain earned a degree in electrical engineering from the University of Sherbrooke in Quebec before earning his MBA.
Did you know that you can use your life insurance policy to create wealth and protect your assets? Yes, you can grow your money safely and predictably with minimal risks using your whole life insurance policy. Want to learn how to do it?
Listen to our conversation today with Marc Beshears of Top Wealth Agenda. Master of the principles and knowledge of the concepts of Infinite Banking, Bank On Yourself, and other proven financial strategies, Marc has helped his clients grow their wealth and achieve financial security. Click now and discover how you can take advantage of the features of your life insurance, economic principles, and tax laws to build wealth safely and predictably in any economic environment by “becoming your own banker.”
What are the value-adds that you need to consider today? What specific technology can you incorporate into your renovation to force appreciation? In the last episode of our three-part series with Steven Gesis of Smartland, he discusses the top value-adds you need to consider right now so you can add value to your tenants.
Steven first defines what force appreciation means. He then names the top four value-adds you can have so that you can force appreciation to your property. These are LVT, WaterSense fixtures, paint, and the common area. He also reveals what he thinks is the ultimate sales piece and why it is important that your sales team is better educated about the value-adds your property offers. Tune in now!
Value-add is an investment strategy that we often hear in real estate. But, have you ever heard of a heavy value-add? Is this something that you should be considering doing in your business? What are the pros and cons of doing it? Find out the answers to these questions in today’s episode with Steven Gesis of Smartland.
In the second part of our three-part series with Steven, he talks about how to be able to serve your investors better. He also details what heavy value-add is, the benefit of doing it, and how you can do it on your project as well. Listen now!
Key Points From This Episode:
- Steven defines what a value-add is.
- Steven shares that when they buy for $50,000 per door per unit, they spend 50% on it for value-add.
- Why can Steven and Smartland be considered heavy value-add lifters?
- The way you do your underwriting can help you decide which value-add deals to pursue.
- What are the considerations to have before making a deal?
- Steven talks about the 112-unit, seven-story deal they had in 2018.
- Steven details what Smartland is and its focus.
Tweetables:
“So our value-add look is that we're looking at it from a holistic and complete turnaround of an apartment. So some guys say value-add, it's just going to be the common areas, the carpets, the lights, the signage. No, we're going full gauntlet here.”
“You have to consider that the entry barrier into multifamily is quite high simply because you have to have a closing track record with some sort of brokerage. And you have to develop that over a period of time.”
“What we really have to focus on buying, there's a lot of things that have to go right.”
“We're a market maker anywhere we're going.”
Links Mentioned in Today’s Episode:
Steven Gesis on LinkedIn
Smartland website
WS1534: Scaling from Single-Family to Multifamily | Steven Gesis
About Steven Gesis
Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at the Cleveland Clinic, where he was instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelor’s degree from The Ohio State University.
When you think of a real estate business, single-family homes first come to mind. It is the most common asset class in the space and people are drawn to it especially when they are new in the industry. Today, we speak with Steven Gesis, co-founder of Smartland, and he talks about how they transitioned from having single-family rentals to investing in multifamily homes.
In this first episode of our three-part series with Steven, he talks about the successes he and Smartland had in the single-family rental (SFR) space. He then talks about the decision they made after scaling to transition to the multifamily space, how the asset class is a heavy value-add opportunity, and a lot more. Listen now and deep dive into SFR and multifamily today!
Key Points From This Episode:
- Steven talks about his background and how he got into the real estate business.
- Steven shares that Smartland began with single-family homes then they transitioned into multifamily investing.
- Why having a scattered site is a tough marketplace to capture?
- How do Steven and his partner divide their responsibilities in the business?
- Steven elaborates on the single-family rental business Smartland used to own.
- How did Steven look at his business model as a strategic opportunity to build a bigger management company than just his own portfolio?
- How big was Steven’s staff when the business was in full speed and scattered sites, single-family rental?
- Steven discusses how they were able to purchase a single-family home then.
- Steven shares they participated in some crowdfunding to raise funds for their single-family rental business.
- Why did Steven and Smartland decide to transition to multifamily?
Tweetables:
“You know, we sought out those deals, we found what was tough to find. We did the tough things we did on our own against the lot of naysayers that said, ‘No, you can't do that. Oh, that's not a good business. Oh, that's not popular. Oh, that's different.’ You know, that's not something we do.”
“We are able to look at things globally and triangulate information from multiple views. And, I think that's really been a successful part of our journey, is that we're not necessarily singular in our one path.”
“The beautiful thing about SFR (single-family rental) is its ability, how agile you can be with it if you do have the scale.”
“At the end of the day, it does boil down to one thing, it's still grit.”
“As demand grows also on that (multifamily) side of interest, we're looking to have a larger footprint, a larger geographic distribution. We've really honed our technology down where we are looking to build that exponential momentum.”
“So we're heavy value-add opportunity buyers, that's who we are. That's what we hunt for. That's why we have the outsized returns, we’re very disciplined in that perspective.”
Links Mentioned in Today’s Episode:
Steven Gesis on LinkedIn
Smartland website
About Steven Gesis
Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at the Cleveland Clinic, where he was instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelor’s degree from The Ohio State University.
Being in a real estate legal crossfire can be quite daunting, especially when you are financially swamped. That’s why learning more about the specific role a litigation firm can play in your case and in what circumstances you may need to call for support can be crucial. It is also important to keep abreast of the latest tax laws concerning the industry. In this #Highlights episode, we feature our conversations again with Roni Elias and Steve Moskowitz.
Roni talks about his business and breaks down what litigation finance is. Meanwhile, Steve shares how he helps businesses and individual clients across the country and overseas to resolve a wide variety of tax matters. Listen now and enjoy this very informative show!
How do you handle business growth? Are there systems and processes that can help you manage that? In today’s #Highlights episode, we look back at our conversations with real estate entrepreneurs Ben Risser and Shelby Osborne. The two talk about their successful journey in real estate and how they manage to grow their business fast.
Ben talks about his primary focus on the operations and finance side of the business and puts most of his time into developing and adopting suitable systems to help the business transition smoothly as it grows. Meanwhile, Shelby shares her journey of transitioning from working in the military to doing real estate full-time, as well as the systems she uses that enable her to scale her business fast. Tune in now!
Asset management is a crucial part of a real estate syndication business. As an asset manager, you need to be prepared to take on varying roles, as this may involve construction and leasing. In today’s episode, we speak to Jason Balara, CEO and Co-founder of Lark Capital Group, and he dives deep into this superpower called asset management.
Jason first talked about his background as a veterinary surgeon, how he managed to juggle his training and real estate business, and eventually going full-time in the industry. He then dives deep into asset management, its two components, and the qualities of a good asset manager. Enjoy the show!
Key Points From This Episode:
- Jason talks about his background as a veterinary surgeon and how he transitioned into real estate.
- How did Jason manage to do his veterinary surgeon training and simultaneously venture into real estate?
- Jason discusses the two components of asset management.
- Property manager versus asset manager.
- What do you have to navigate in the world of asset management?
- What are the KPIs in asset management?
- The importance of having the right property management in place.
- Jason discusses the kind of communication between the property manager and asset manager.
- What should an asset manager focus on in the next six to 12 months?
- Jason explains why adaptability is important in asset management.
- How does Jason prepare for a downturn?
- Why is social media the best and the worst tool for meeting new investors?
- Jason’s advice to passive investors is to vet sponsors wisely.
- What are the important metrics that Jason tracks personally and professionally?
- The number one thing that contributed to Jason’s success was not quitting.
- How does Jason like to give back?
Tweetables:
“As the asset manager, you have to establish that business plan, you have to adequately communicate it to your property management team. And then you need to make sure that you have systems in place, and KPIs and things that you want to look at, to make sure that the business plan you've put in place is being executed. And if it isn't, you have to step in there and sort of steer them in whatever direction that needs to go.”
“I do think, especially now, with the way things are, you have to be very, very on top of the numbers.”
“We're gonna have to work twice as hard as we did two years ago, to make things happen, essentially, to have positive outcomes. And I think that's the reality.”
“You have to be conservative on your underwriting for the debt side of things, our interest rates are up. But, you also have to be conservative on your underwriting for the construction project.”
“I think one of the things that getting into real estate has taught me is that I can actually make my life easier and more efficient if I track things.”
Links Mentioned in Today’s Episode:
Jason Balara on LinkedIn
Lark Capital Group website
Know Your Why Podcast
About Jason Balara
Dr. Jason Balara is the CEO and Co-founder of Lark Capital group and host of the Know Your Why Podcast. Jason is also a veterinary surgeon with extensive experience and training in his field. He additionally has many years of experience in real estate investing on the residential side with single-family fix-and-flips and small multifamily rentals.
As a real estate investor, Jason focuses on Class B and C multifamily and self-storage value add deals in order to achieve excellent returns for himself and his investors.
With consistent cash flow and relatively higher real estate returns, it’s no wonder why industrial real estate has earned the attention of many investors. Whether it's a warehouse, factory, or logistics management area, the minimal maintenance that this asset class requires makes it an ideal option for those who want to diversify their portfolio.
In today’s episode, David Cruz-Palmer, founder and operator of Corridor Capital Partners, relates how he successfully focused on syndicating investments and industrial properties that generate passive income and tax-advantaged returns for equity partners.
Key Points From This Episode:
- How did he become involved in industrial real estate investing?
- What propelled him to take such a leap after more than a decade in the corporate world?
- What did he learn from his experience working in a call center?
- Why is industrial real estate profitable?
- What are the advantages of industrial property investing?
- How does he give back to the community?
Tweetables:
“When I was just starting out, I was what I call the world's worst mortgage broker. I did absolutely zero deals for probably three to four months.”
“There's a real shortage of demand for what's called flex-warehouse, or a shortage of supply for these 30-foot tall ceilings because the concept of building it to that size is relatively new.”
“You ask about why industrial? It's just because there isn't very much of it.”
“Industrial [real estate] seems really strong. There are a lot of macroeconomic forces [and] factors that also point to the fact that industrial might remain strong for years to come.”
“More manufacturing is coming back to the US, so there's more storage for products. And that just means that there's going to be more need for industrial space.”
“It's a matter of just trying to relate to people and understand their perspective. I feel like that's my best way of trying to make a friend.”
“The things that are good from an investor's perspective aren't necessarily good from a bank's perspective.”
“But for industrial or for any commercial, there are leases, and they're years long. And the credit of the tenant has a big impact on the quality of the deal.”
“If you can get 10 or 20% seller care and only put 10 or 15% down, then that does a lot for your equity multiple, whether you have low rates, or seven, 6.5% rates, which is what I'm seeing today.”
Links Mentioned in Today’s Episode:
Corridor Capital Partners
David Cruz-Palmer's email
About David Cruz-Palmer
David Cruz-Palmer is a principal at Corridor Capital Partners Storage. Prior to this, he assumed executive positions at Balboa Capital, Cushman & Wakefield and Savills.
David earned a BA in History from the University of Virginia. After spending more than a decade in San Francisco, David moved back to Charlottesville, Virginia with his wife and two kids. Outside of real estate, he enjoys spending time with his kids, practicing Brazilian jiu-jitsu, and participating in CrossFit games.
Growing business effectively can be achieved by focusing on deals and what you’re good at. This episode’s guest is Justin Liggitt. He talks to us about how he went from his art career to becoming a master investor relations character. He shares how he effectively grew his business, especially in the ranch field and the type of funds he used.
Justin also talks about his business, DJE Texas Management, what they do, and where they specialize into. He also elaborates more about the things that you can commercially do for a ranch, industrial builds, and more. Sit with us now and also learn about private REIT and how to make it work. Listen and know more about single-asset deals!
Key Points From This Episode:
- Justin shared a brief background about himself.
- What is a private REIT and how does it work?
- How does having a certain level of understanding and comfort with knowing your product goes a long way?
- What does DJE Texas Management do today and what is their specialty?
- Justin talks about what he can commercially do for a ranch.
- How Justin came up with the basic per square foot acreage values.
- The number of investors Justin and the DJE are currently serving.
- What types of funds does Justin use? Are they single asset formation?
- Justin gives an example of a single-asset deal and shares the asset purchase price, the raise, and how much you need to invest.
- Justin explains what he sees in the market in San Antonio and what investors outside Texas should know about investing in Texas.
Tweetables:
“Sometimes, whenever you're building a product, there's an uncomfortable moment where you're trying to figure out, like your distribution, your investment minimums, what are your preferred distributions.” – Justin Liggitt
“I just think that we're just a really, really strong, tight-knit. Well put together team that is really good at just recognizing opportunity, executing on it and closing.” – Justin Liggitt
“Almost all of our deals are bees. We do see value, I think, in working with certain non-accredited investors and sophisticated investors especially whenever there's an alignment of values, personality, and work styles.” – Justin Liggitt
“There's certain things I think that we do just from a values-based standpoint or just the way that we carry ourselves and respond to investors and communicate with them.” – Justin Liggitt
“We've been able to grow our business pretty effectively just by the deals and just focusing on what we're good at.” – Justin Liggitt
“I think it was basically via the jobs act of the reggae plus changes and things like that, that allowed minimums to be very low to invest in private market real estate and things such as multifamily.” – Justin Liggitt
Links Mentioned in Today’s Episode:
DJE Texas Website
Justin Liggitt Email
About Justin Liggitt
Justin Liggitt is an investor relations and marketing professional with over 17 years of experience in the investment industry. He has extensive experience in full-cycle business development and retention, including deep expertise in building and managing investor relations teams and strategic marketing.
Prior to joining DJE, Justin helped a private equity firm launch their first private market REIT which invested in multifamily properties, and was responsible for all marketing, business development and investor relations activities of the investment product. Before getting into the commercial real estate industry, Justin spent 15 years in the wealth management industry in a number of high-level marketing and business development roles.
In his spare time, Justin is an artist, avid outdoorsman, and father to a 6-year-old son.
With the shift in real estate demand at the onset of the pandemic, more renters occupying smaller spaces were in need of additional storage spaces, especially in metropolitan areas where the renter population has relocated.
In today’s episode, Chris Long, founder, and operator of Longyards Storage shares his journey from carpentry to owner of a storage solutions company. He explains how a creative business model can be profitable if an entrepreneur knows how to play his cards right.
With the current market uncertainty, inflationary prices, and economic slowdown, investing and making the most of your money has become more challenging. What investments are most profitable during this time? How can you manage risks and maximize your returns while securing your and your family’s future?
Now, more than ever, we need an effective strategy for protecting our investments and growing our wealth, says our guest today, Dave Wolcott of Pantheon Investments. Dave offers an alternative framework and step-by-step guide to achieving and multiplying wealth. He outlines the process of protecting and growing wealth, beginning with the mindset phase, then the learning phase and lastly building the wealth infrastructure and a portfolio of assets. If you want to know the key to achieving a life of financial freedom and fulfillment, all you need to do is click now and listen.
Starting in multifamily syndication can be very daunting, especially if it is your first time. In today’s #Highlights episode, we look back at our conversations with real estate entrepreneurs Nathan Milazzo and Josh Ferrari who both shared how they triumphed over the challenges of starting their first syndication.
Nathan emphasizes how living frugally has put him in a strong position to grow his portfolio in the multifamily space. Meanwhile, Josh talks about his first syndication experience, which didn’t go as smoothly as he had hoped, how he met his first business partner, and some details regarding their first syndication together. Enjoy the show!
Multifamily syndication is a business. And, for it to be called successful, it needs to have profit. But, in doing business, there are ways you can do it in such a way that you can have profit and at the same time make an impact on your community. In this #Highlights episode, we look back at our conversations with successful real estate entrepreneurs Conrad Madsen and Anna Kelley who both found that making an impact can go hand-in-hand with doing real estate business!
Conrad talks about his mantra of “Make An Impact” and how he does that through real estate. Meanwhile, Anna tells us how she found a greater mission in life that inspired her to do deals that are really going to make an impact on this world. Click the play button now and be inspired to start making an impact today!
In buying opportunities, having an open mind allows you to see the demands you need to look at and how it’s creating more buying opportunities for you. Today’s guest, DJ Van Keuren talks about the basics of multifamily offices – owning them and even developing them. As an expert in this field, he shares what is the standard net worth before acquiring family offices and who should consider them.
It is a common scenario today that people get overwhelmed by growing their net worth and the sudden need to know what family offices are. In this episode, DJ also helps us to understand how to manage that capital, especially for passive investors. Sit in with us and learn more about how you can transfer your wealth and sustain it up to your fifth generation and more!
Real estate investing during a recession comes with risks due to the unpredictable nature of the industry. However, some investors make the most out of their portfolios by selecting the best asset class and positioning them to take advantage of the market.
In today’s episode, Arn Cenedella, founder of Spark Investment Group, shares his valuable tips on strategic investing during downturns based on his 45-year experience in the industry. He explains why investors need to develop a long-term perspective and the secrets to believing in real estate fundamentals that can lead them to success.
What is a Housing and Urban Development or HUD loan? How do you use them to move your multifamily deal forward? What are the pros and cons of it? Should you consider getting one? All these questions will be answered by our guest today, entrepreneur, retired orthopedic surgeon, and author, Tom Burns of Presario Venture.
In the last episode of our three-part series with Tom, he discusses what a HUD loan is, how long it takes to have one, how it can be assumable, as well as the considerations you need to have before getting it the first time. He also discusses how he is finding new investors right now by networking with a lot of people, the metrics he tracks personally and professionally, the how he gives back. Tune in now and learn about HUD loans today!
Key Points From This Episode:
- Tom defines what a HUD loan is.
- What are the benefits of getting a HUD loan specifically for multifamily?
- How long does it get to have your HUD loan approved?
- What to expect when getting a HUD loan?
- Tom says that most of class-A properties in the US were financed using a HUD loan.
- Tom elaborates how you can go from conventional to HUD loan.
- Tom shares that because of the current speed of the market, they started to utilize more insurance companies and agency debt.
- Is HUD loan something you should be pushing from the start?
- What would have Tom done differently knowing what he knows now in the real estate space?
- Tom’s best source for meeting new investors right now.
- Tom talks about the challenge he is facing in his business.
- What are the most important metrics that Tom tracks?
- What’s the number one thing that contributed to Tom’s success?
- How does Tom like to give back?
Tweetables:
“These are agency backed loans, they are very long-term and they are fixed. So on the good side, if you develop a multifamily property and get a HUD loan, it's 40 years of fixed rate interest, and 40-year amortization. And, if you go from 20, to 25, to 30, to 40, that type of amortization really increases cash flow.”
“It (HUD loan) takes time. There are multiple meetings and you have to invest significant money into your architecture, engineering, and civil, to get it to a point where HUD will actually officially give you the loan.”
“HUD will do their own research. They'll make sure that we've got a feasibility study. They'll make sure there's a significant need for apartments in that area.”
“The more doors you have, the quicker your wealth and your cash flow will multiply.”
Links Mentioned in Today’s Episode:
Tom Burns Email
Tom Burns on LinkedIn
Presario Ventures website
Why Doctors Don't Get Rich
WS1520: Prosperous Career Shift to Real Estate| Tom Burns
WS1521: Why Invest in Multifamily | Tom Burns
About Tom Burns
Tom Burns is an entrepreneur, retired orthopedic surgeon, and a physician for the United States Ski Team. He has over 25 years of real estate experience and has acquired or developed over $500 million of real estate locally and internationally. He is the co-founder and principal of Presario Ventures, a private real estate company focused on apartment development and private equity in Texas and the Sunbelt.
Dr. Burns is the author of Why Doctors Don’t Get Rich, a best-selling personal finance book for those who want to live life to the full
Real estate, just like other industries, is facing tumultuous times amid the current economic climate. So, is it still ideal to invest in real estate, specifically in multifamily? In this second part of our three-part series with Tom Burns of Presario Ventures, he answers these questions and more.
Rob first talks about his investing journey and the reason why he eventually focussed on the multifamily asset class. He then explains the importance of having a combination of short-term and long-term investments, the future of multifamily, areas that can be a good place to invest, and his predictions in the real estate market over the next six to 12 months. Click the play button now!
Key Points From This Episode:
- Tom shares his investing journey and the reason why he focuses now on multifamily investing.
- Tom says he worked 18 months for free to learn the ins and outs of the business.
- The importance of having a mentor.
- How does Tom look at short-term and long-term investments now?
- Is multifamily still a good inflation hedge amid the current economic climate?
- What areas are the best places to build or buy multifamily now?
- Tom’s predictions in the real estate market over the next six to 12 months.
- Tom’s advice for beginners who are looking to invest in commercial real estate.
- Tom elaborates on the power of educating yourself in the business.
- How does one should asses a deal to invest?
- How does Tom prepare for a downturn?
- Transparency and communication play a big role in your real estate business.
Tweetables:
“Although mistakes are great teachers. Mistakes are awesome teachers. It's a lot more fun to learn from somebody else's mistake, it hurts a lot less.”
“It's (having a coach) always an investment that pays multiple times the investment that you make. It's not a cost. It's an investment. And so I've had so many mentors, some of them unofficial, some official.”
“I think everybody needs to keep their eyes open and not have blinders and always look at other asset classes. Multifamily is one of them that I think the worthwhile thing to look at.”
“Figure out why you're doing all this real estate investing. Have a good reason why you're doing it because times are going to be up and down. You got to want to be able to stay the course.”
“As your education grows, so can your investment and so will your passive income.”
Links Mentioned in Today’s Episode:
Tom Burns Email
Tom Burns on LinkedIn
Presario Ventures website
Why Doctors Don't Get Rich
WS1520: Prosperous Career Shift to Real Estate| Tom Burns
About Tom Burns
Tom Burns is an entrepreneur, retired orthopedic surgeon, and a physician for the United States Ski Team. He has over 25 years of real estate experience and has acquired or developed over $500 million of real estate locally and internationally. He is the co-founder and principal of Presario Ventures, a private real estate company focused on apartment development and private equity in Texas and the Sunbelt.
Dr. Burns is the author of Why Doctors Don’t Get Rich, a best-selling personal finance book for those who want to live life to the fullest. He is a sought-after speaker and mentor and has been financially independent for over a decade. He has created the Rich Life Mastermind to help people create financial independence so they can control their future and travel to exotic places with him!
Why are you in the real estate business? Is it because of the opportunity to earn money passively? Is it because of the possibility of true financial freedom? For many people in the space, there could be different reasons why. But, one thing is certain, with hard work, perseverance, and dedication, nothing is impossible.
In the first part of our three-part series with Tom Burns of Presario Ventures, he talks about his transition from being a physician to becoming a full-time real estate investor. He also discusses the setbacks he had encountered as he was transitioning, how he managed his time in his practice and business to have more time for his family, and talks about the inspiration behind his book Why Doctors Don't Get Rich. Enjoy the show!
Key Points From This Episode:
- Tom talks about his professional career and how he got into real estate investing.
- Tom shares that as you get to be a seasoned professional, you will realize that some good is going to come out of the bad things that happened.
- Why did Tom decide to focus on real estate and not some other kind of investment?
- Tom discusses some setbacks that he faced as he transitioned from being a physician to a real estate investor.
- How did Tom manage his time being a doctor and his real estate business?
- Tom shares the best gift he has ever received in his entire life.
- Tom talks about his book Why Doctors Don't Get Rich.
Tweetables:
“In my training (as a physician, I) came to the realization that maybe working for a living and trading my time for money was not the best thing.”
“When you get seasoned, you realize that when bad things happen, some good is gonna come from it. That's made life a little easier for me to realize, "Okay, this is just one of those tests, it's a speed bump." Sometimes they're taller speed bumps, but I know something good is going to come from them. We adopted that philosophy, we tried to have fun, and we just didn't want to be trapped.”
“When you really want to do something, you'll always find the time.”
“I worked on my efficiency which bought me time. Surprise, we're always talking about time and I use that time to buy me passive income, which bought me more time, which gave me more time with my kids in my family.”
“To be truly rich and wealthy is to have assets that provide income. So you want the kind of income that keeps coming in, whether you're vacationing playing with your kids, working, sleeping, or just knocking off.”
Links Mentioned in Today’s Episode:
Tom Burns Email
Tom Burns on LinkedIn
Presario Ventures website
Why Doctors Don't Get Rich
About Tom Burns
Tom Burns is an entrepreneur, retired orthopedic surgeon, and a physician for the United States Ski Team. He has over 25 years of real estate experience and has acquired or developed over $500 million of real estate locally and internationally. He is the co-founder and principal of Presario Ventures, a private real estate company focused on apartment development and private equity in Texas and the Sunbelt.
Dr. Burns is the author of Why Doctors Don’t Get Rich, a best-selling personal finance book for those who want to live life to the fullest. He is a sought-after speaker and mentor and has been financially independent for over a decade. He has created the Rich Life Mastermind to help people create financial independence so they can control their future and travel to exotic places with him!
Real estate syndication is never a one-man team. You need people to thrive and networking plays a part in this. Today, we feature our conversations again with real estate entrepreneurs Tony Castronovo and Travis Smith as they share how to thrive through networking in this #Highlights episode.
Tony talks about the hands-on approach he takes to multifamily and how this has helped him build better systems and processes. Meanwhile, Travis realizes the most direct path to true wealth and financial freedom is in the private markets and he is now a partner in several investor groups or tribes that invest in single-family rentals, multifamily, and commercial real estate. Enjoy the show!
After finding a real estate deal, the next thing to figure out is financing. In this #Highlights episode, we look back at our conversations with Anton Mattli and Yan Stavisski. The two talk about real estate financing options amid the Covid-19 pandemic and improving your credit score respectively.
Anton discusses his take on the current financing situation, how to stay up-to-date with what’s going on in key aspects of the markets, and how to go about your first deal from a financial aspect. Meanwhile, Yan sheds light on how he racked up enormous debt, and then, more impressively, how he clawed his way out of it. Tune in now!
Are you one of those investors chasing after highly-coveted off-market deals? As they’re not advertised publicly, off-market listings are a challenge to find for many investors. But given how potentially lucrative off-market deals can be, the extra effort, determination, and patience required to find and acquire off-market properties are well worth it.
In this concluding episode of our two-part interview with Paul Wakim, founder of tech startup TwnSqr, we break down the process of finding off-market deals. Paul lays out a step-by-step guide and shares some proven strategies for sourcing off-market properties. Listen until the end because Paul gives a rundown of the best tech tools, apps, and websites that can help you scoop up deals in otherwise competitive and high-value markets. Click now and you’ll also learn how TwnSqr helps investors improve their real estate business.
Whether buying, selling, or renting out a property, operating a syndication business, or investing in an asset, real estate transactions can be overwhelming, confusing, and work-intensive. With a multitude of activities and tasks that must be done by specialized people to complete a transaction, it is apparent that the use of technology can make real estate processes more efficient and cost-effective. It is no surprise then that real estate tech startups providing innovative business models have proliferated, changing the systems of the industry.
One such tech startup company is TwnSqr whose founder, Paul Wakim, joins us in this episode. Immersed in the real estate industry early in his life, Paul saw the need to help ease the process of selling property and finding deals. Hence, he, together with a partner, created the technology to address that need. Tune in now and learn the process of building a technology startup company. If you want to know the challenges and the resources needed to launch a real estate tech startup, all you have to do is listen.
The world’s economy has stumbled after the series of lockdowns because of the Covid-19 pandemic. Now, countries are opening again, travels are back, and people are out and about again. But, the effects of this on the economy are felt now more than ever. And, industries, including real estate are trying to weather the storm.
In the last part of our three-part conversation with Rob Beardsley of Lone Star Capital, he talks about the current economic climate, how have those things changed, and how he is looking at deals now versus 12 months ago and putting these pieces together to structure the deal for investors. Rob also talks about preparing for a downturn, what to expect in the next six to twelve months, and why the most important thing for operators nowadays is to make sure to provide investors the ability to sleep and feel comfortable and confident in their investment. Click the play button now and start learning how to find deals amid the current economic climate!
Key Points From This Episode:
- Rob talks about the current economic climate and how to find deals amid this situation.
- How has the fastest inflation in 4 decades affected the real estate market?
- What has changed in Rob’s way of structuring deals from a year ago to now?
- Rob says he’s optimistic about the future.
- Rob reiterates that everything should be evaluated on a risk-adjusted basis.
- How does Rob find investors amid the slow acquisition time?
- How does Rob build relationships with family offices?
- The difference between dealing with family offices and individual investors?
- How do you prepare for risks?
- How does Rob prepare for a downturn?
- Rob’s best advice for passive investors.
- The metrics that Rob tracks professionally and personally.
- The habit that has produced the highest return for Rob.
- The number one thing that contributed to Rob’s success is having a direction.
- How does Rob like to give back?
Tweetables:
“Debt magnifies projected returns.”
“Everything should be evaluated on a risk-adjusted basis.”
“The most important thing that we can provide investors is the ability to sleep and feel comfortable and confident in their investment. And that is not easy.”
Links Mentioned in Today’s Episode:
Rob Beardsley on LinkedIn
Lone Star Capital website
Structuring and Raising Debt & Equity for Real Estate
The Definitive Guide to Underwriting Multifamily Acquisitions: Develop the skills to confidently analyze and invest in multifamily real estate
WS186: The Fundamentals Of Underwriting with Rob Beardsley
WS849: Close More Deals with Preferred Equity with Rob Beardsley
WS1513: How to Structure Debt and Equity | Rob Beardsley
About Rob Beardsley
Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has identified, negotiated, and structured over $100M of multifamily real estate transactions. He has evaluated thousands of opportunities using proprietary underwriting models. He has a popular newsletter read by hundreds of real estate professionals and has published over 50 articles about underwriting, deal structures, and capital markets. Rob also helps run Greenoaks Capital, his family's real estate investment and advisory firm.
What is a deal structure? How do debt and equity play a part in it? What are the different ways to look at those things as we look at structuring a deal to make it make sense? And, how much risk is too much risk? In this second episode of our three-part series with Rob Beardsley, he answers all these questions.
Rob says debt is your number one source of risk in a real estate deal. He then talks about how to avoid being forced to sell when you don't want to in a down market, how you can set yourself to more success by doing loan-to-value, loan-to-cost, debt service coverage ratio, stress tests, and sensitivity analyses, and how to familiarize yourself with options you have while structuring a deal. Listen now!
Key Points From This Episode:
- What is deal structure and why should real estate investors care about it?
- Why is debt the riskiest source in a real estate deal?
- How to avoid being forced to sell when we don't want to in a down market?
- Set yourself to more success by doing loan-to-value, loan-to-cost, debt service coverage ratio, stress tests, and sensitivity analyses.
- What questions does Rob ask before getting a loan?
- Why does Rob try to avoid recourse as much as possible?
- Rob shares preferred equity or any type of gap financing is interesting these days.
- Rob talks about how mezzanine debt and preferred equity are the same economic concepts.
- How does Rob structure a deal?
- Rob discusses what a joint venture scenario looks like.
Tweetables:
“In my opinion, debt is your number one source of risk in a real estate deal. And I would guess something around 98% of real estate deals include that in one shape or another. So, it is in your best interest to be well versed in the nuances of it and why it is the riskiest part of the deal, and what is attributed to that risk.”
“Our number one concern when investing is the preservation of capital. Now, what does that really mean? Well, that means we want to avoid permanent loss of capital.”
“What we must avoid is being forced to sell when we don't want to in a down market. And that is often debt related.”
“Real estate is a business built on debt, and unleveraged returns, which means no debt involved is not an attractive return profile for investors to invest in, so they just won't invest.”
Links Mentioned in Today’s Episode:
Rob Beardsley on LinkedIn
Lone Star Capital website
Structuring and Raising Debt & Equity for Real Estate
The Definitive Guide to Underwriting Multifamily Acquisitions: Develop the skills to confidently analyze and invest in multifamily real estate
WS186: The Fundamentals Of Underwriting with Rob Beardsley
WS849: Close More Deals with Preferred Equity with Rob Beardsley
WS1513: How to Structure Debt and Equity | Rob Beardsley
About Rob Beardsley
Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has identified, negotiated, and structured over $100M of multifamily real estate transactions. He has evaluated thousands of opportunities using proprietary underwriting models. He has a popular newsletter read by hundreds of real estate professionals and has published over 50 articles about underwriting, deal structures, and capital markets. Rob also helps run Greenoaks Capital, his family's real estate investment and advisory firm.
How do you know you are using the right debt with the right terms? How do you know if you have negotiated the right deal? Or are you leaving money on the table by not pushing certain buttons on the lenders' term sheet to get ourselves the best deal? These questions will be answered in this three-part series with Rob Beardsley of Lone Star Capital.
In this first episode with Rob, he talks in details about how to structure debt and equity. The knowledge from his new book Structuring and Raising Debt & Equity for Real Estate. Rob warns if you finance your deal incorrectly, you might be setting yourself up for a downside scenario that you are not willing to accept. He also elaborates why his new book is not just for multifamily entrepreneurs but for real estate as a whole. Enjoy the show!
Key Points From This Episode:
- Rob talks about his new book Structuring and Raising Debt & Equity for Real Estate.
- How much experience do you need to be able to understand the book?
- Why does structuring deal an important part of the multifamily syndication business?
- Debt and equity are the two main things to consider when structuring a deal.
- What should go first – learning to underwrite or learning to properly structure a deal?
- Rob says it’s important to brush up on different debt concepts and debt options.
- Would Rob’s books be helpful for people in other asset classes outside of multifamily?
- How did Rob gain the knowledge to structure deals?
Tweetables:
“It's a passionate topic of mine because the deal structure is nuanced. You can make it as simple or as complicated as you like. And it really one of the key factors to a good deal.”
“A good deal is the right price, the right structure, and the right execution.”
“Debt is one of the most important parts of your deal because, in my opinion, it's the largest source of risk.”
Links Mentioned in Today’s Episode:
Rob Beardsley on LinkedIn
Lone Star Capital website
Structuring and Raising Debt & Equity for Real Estate
The Definitive Guide to Underwriting Multifamily Acquisitions: Develop the skills to confidently analyze and invest in multifamily real estate
WS186: The Fundamentals Of Underwriting with Rob Beardsley
WS849: Close More Deals with Preferred Equity with Rob Beardsley
About Rob Beardsley
Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has identified, negotiated, and structured over $100M of multifamily real estate transactions. He has evaluated thousands of opportunities using proprietary underwriting models. He has a popular newsletter read by hundreds of real estate professionals and has published over 50 articles about underwriting, deal structures, and capital markets. Rob also helps run Greenoaks Capital, his family's real estate investment and advisory firm.
Why diversify your assets? The answer is simple – safety. If things go sour, you don’t want to lose all your money at once. In today’s #Highlights episode, we feature our conversations again with real estate entrepreneurs Alpesh Parmar and Deidre Woollard who elaborate with us on the value of diversification.
Alpesh shares how he started by getting his feet wet with single-family. He then delves into the numerous ways he has diversified his portfolio. Meanwhile, Deidre elaborates on how you can use REITs to diversify your real estate portfolio. Tune in now and start learning how you can diversify your portfolio today!
Investors are a key part of a multifamily syndication deal. That’s why it is of utmost importance to hone and build one. In today’s #Highlights episode, we look back at our conversations with Jason Yarusi and Spencer Gray. They give us tips on how you can solidify your relationship with your investors.
Jason gives us great detail on how to hold the right types of conversations and the important information that should be communicated in these. Meanwhile, Spencer talks about how they “invest” in their investors and how that has helped them scale and expand their business. Enjoy the show!
If you're a real estate syndicator, investors are the lifeblood of your business and capital raising, your everyday routine. But before you can even raise capital to fund a deal, you have to find potential investors and use various marketing strategies and tools to attract prospects, gain their trust, and entice them to put money into your business. These days, however, marketing strategies and tools have evolved with technology, so much so that it has now become an absolute must for syndicators to have a solid grasp of online marketing.
Marketing experts Paul Counts & Shreya Banerjee of Marketing Counts join us today to talk about marketing strategies that can help you build a network of contacts, attract more investors and deals, and scale your business faster. They go into detail about better systems, platforms, and methods to execute marketing plans effectively. If you’re challenged to get your name and your brand out there and would like ideas and advice to start strengthening your marketing efforts, then this episode is for you.
Many investors build their portfolios without syndicating but through innovative methods such as creative financing. But can this work for other investors too?
In today’s episode, Christian Osgood, the co-founder of Multifamily Strategy LLC, shares his multifamily investing journey and how he invested in a resort property. Plus, he describes the culture he built in his business that would inspire many CEOs today.
The Covid-19 pandemic has shattered economies worldwide and it did not spare the U.S. Now, the Feds are raising interest rates to combat inflation. So, how does the current economic situation affect the real estate business, particularly the multifamily sector? And how can you keep yourself informed so that you can be prepared to face the challenges brought on by this economic situation?
Craig Berger of Avid Realty Partners is back on the show for the final episode of our three-part series with him. Craig tells us how many reserves you need to have in place, how are you going to withstand some knocks, and how the economy and the market have changed the way he has done underwriting. Click the play button now!
Key Points From This Episode:
- Craig discusses the current economic situation and how it is affecting the real estate market.
- Why inflation isn’t just 8% but 30%?
- What to watch out for in the economy?
- Where does Craig watch and find information that is helpful to his business?
- How’s the current economic situation changed how Craig is looking at deals right now?
- Craig talks about debt being very different at the moment.
- How a possible recession may affect real estate?
- Craig shares his company’s risk management techniques.
- How does Craig calculate the amount of safety capital reserves that he has on hand per deal, and at the corporate level?
- Craig’s best source for meeting new investors.
- Craig’s advice to passive investors.
- The metrics that Craig has personally and professionally.
- The daily habits that have produced the highest returns for Craig.
- The number one thing that contributed to Craig’s success.
- How does Craig like to give back?
Tweetables:
“2022 is pretty much the first time in history that stocks and bonds have both dropped 20% or so.”
“Inflation is more or less on its way back down to more normal levels.”
“We obviously listen very closely to what the Fed says because Fed speak is critical right now. Don't fight the Fed. When the Fed says the raising the economy goes down, when the Fed gets dovish and more accommodative, the economy usually heats up and valuations go up. So we pay particular attention to the Fed.”
"Our underwriting is always changing. It's always in flux. There are some things that are always the same, but there are others other things that are always changing."
“Obviously, in debt, the main thing is rates are higher, and leverage is a lot, lot lower.”
“Anybody that builds a business and owns deals is going to face adversity and take punches along the way.”
Links Mentioned in Today’s Episode:
Craig Berger on LinkedIn
Avid Realty Partners website
WS1506: Why I Left Wall Street for Commercial RE | Craig Berger
About Craig Berger
Craig founded Avid Realty Partners in 2015 after spending more than a decade on Wall Street as a multi-award-winning equity research analyst. The firm’s portfolio has grown meaningfully in recent years. It includes the acquisition of over 1,450 apartment units totaling more than $210M in acquisition value in targeted growth markets across the US, in addition to a few hotels and net lease assets. Avid Realty Partners has taken six deals full cycle totaling $80M of sales value. The firm continues to make offers on Multifamily apartment properties and plans to acquire new deals over the long term continually. We are proud of the hard work and results that our Team delivers every day on behalf of our Investors, Employees, Residents, Tenants, and other Stakeholders.
Multifamily is a competitive market and finding deals can be a challenging task. So, how do you find deals like a pro? What strategies can you use to make sure that you are getting the deals that will make your investors happy? Craig Berger of Avid Realty Partners answers all these questions in this second part of our three-part series with him.
Craig begins by detailing how he is finding deals now. He then talks about finding on-market and off-market deals, why you should build relationships with brokers, and how multifamily properties are mostly an institutional asset class. He also emphasizes why being kind and appreciative can go a long way in this business. Tune in now and start sourcing deals like a pro!
Key Points From This Episode:
- Craig details how he’s finding deals.
- What metrics does Craig look at when sourcing and finding deals?
- The thought process behind deciding whether the deal is for the long-term or for trade.
- Craig details some strategies for finding deals right now.
- The importance of building good broker relationships.
- Why being kind and appreciative of brokers can go a long way?
- Craig shares that he and his team brainstorm ideas twice a week.
- What do most investors do wrong when it comes to broker relationships or networking with brokers?
Tweetables:
“We look for an asset that's going to deliver for our investors. Number one, something that we think we can generate cash flow and appreciation from, and we're pretty value conscious and value sensitive.”
“We do want to build scale, and you don't build a scale by selling off all of your assets.”
“We're looking to create value, we're looking for great locations, hopefully improving locations, growing locations.”
“Even if you love an asset, you still have to at some point transact either internally or externally. Unless you're investing your own money, which would be a great place to be.”
“The reality is multifamily is an institutional asset class. Most of the good deals are institutionally owned.”
“Most of the quality assets are brokered are listed, and that's how we've built our business.”
Links Mentioned in Today’s Episode:
Craig Berger on LinkedIn
Avid Realty Partners website
WS1506: Why I Left Wall Street for Commercial RE | Craig Berger
About Craig Berger
Craig founded Avid Realty Partners in 2015 after spending more than a decade on Wall Street as a multi-award-winning equity research analyst. The firm’s portfolio has grown meaningfully in recent years. It includes the acquisition of over 1,450 apartment units totaling more than $210M in acquisition value in targeted growth markets across the US, in addition to a few hotels and net lease assets. Avid Realty Partners has taken six deals full cycle totaling $80M of sales value. The firm continues to make offers on Multifamily apartment properties and plans to acquire new deals over the long term continually. We are proud of the hard work and results that our Team delivers every day on behalf of our Investors, Employees, Residents, Tenants, and other Stakeholders.
How do you know when it’s time to leave a career you’ve been doing for so long? What will make you decide to change careers? In life’s journey, it’s normal to experience bumps and turns along the way. These may lead you to different paths and you might discover your passion as you journey on.
Today, our guest Craig Berger of Avid Realty Partners shares why he left his over a decade career on Wall Street to be a full-time commercial real estate entrepreneur. In this first episode of our three-part series with Craig, he talks about career transition, the lessons he learned from his previous industry that have helped him today as an entrepreneur, and how he’s growing his business in this market cycle. Click the play button now and learn many things from Craig!
Key Points From This Episode:
- Craig talks about his background as a multi-award-winning equity research analyst on Wall Street and his transition to commercial real estate.
- The four reasons why Craig left his more than a decade career to pivot into commercial real estate.
- Why does Craig think he didn’t transition so well?
- Craig’s tip to those who want to make the shift into commercial real estate is to find a community of like-minded people.
- Why is it helpful to get experience first?
- Craig shares the lessons he got from working on Wall Street that helped him in his real estate career.
- Who are Craig's first hires?
- What’s pushing Craig’s business to grow?
- Craig shares they’ve recently hired seasoned professionals to help the business move forward.
Tweetables:
“Wall Street was a great experience. I learned so much. And, a lot of that I take forward with me to real estate. A few things, one, I wanted to make a change and do something new. Two, I really wanted to be entrepreneurial and work to build something more meaningful than working a desk job at somebody else's company.”
“I really wanted to take control of my life, my future, my destiny, and as part of that, do something where I wouldn't be replaced by a computer.”
“Find a community of like-minded people to join. There are a lot of different mastermind groups out there, there are a lot of different communities out there that are a mix of education and plus co-sponsorship and bring you up in a community with support and resources.”
“Get as smart and as educated as you can.”
“Keeping in mind that everything is a cycle is super important.”
“Our goal is to hire the best people we can at this point in time, leverage our track record and go out and raise meaningful amounts of institutional and high-net-worth capital because I think the next 12 to 15 months is going to present some really unique opportunities in the marketplace. And we want to be positioned to pounce on those.”
Links Mentioned in Today’s Episode:
Craig Berger on LinkedIn
Avid Realty Partners website
Upwork
About Craig Berger
Craig founded Avid Realty Partners in 2015 after spending more than a decade on Wall Street as a multi-award-winning equity research analyst. The firm’s portfolio has grown meaningfully in recent years. It includes the acquisition of over 1,450 apartment units totaling more than $210M in acquisition value in targeted growth markets across the US, in addition to a few hotels and net lease assets. Avid Realty Partners has taken six deals full cycle totaling $80M of sales value. The firm continues to make offers on Multifamily apartment properties and plans to acquire new deals over the long term continually. We are proud of the hard work and results that our Team delivers every day on behalf of our Investors, Employees, Residents, Tenants, and other Stakeholders.
In today’s #Highlights episode, we look back at our conversations with successful real estate entrepreneurs Frank Palatano and Kevin McGrath. Frank is a former teacher before venturing into the real estate space, while Kevin was a former broker. The two share their transition to the real estate industry as operators.
Frank talks about why he left his full-time job to focus on his real estate business and he emphasizes working hard and being consistent with being successful in the space. Meanwhile, Kevin dives into how the rise of e-commerce is increasing the demand for industrial space, further bolstering the resilience of his niche. Enjoy the show!
As the world recovers from the Covid-19 pandemic, travel has slowly but surely made its way back to normal and that means business for the hospitality sector, and that includes short-term rental properties. In today’s #Highlights episode, we feature our conversations again with successful real estate entrepreneurs Alvin Cavalier and Christina VanDergrift. The two discuss how you can start leveraging short-term rentals today!
Alvin continues to leverage his organizational leadership experience to create investments in deals for both new and experienced investors in short-term rentals. Meanwhile, Christina talks about the hows of running a successful vacation rental and why it continues to be a lucrative business even amidst the pandemic. Listen now!
For accredited investors, marketing is what they try to get better at. In today’s episode, Andy Hagans explains to us, in-depth, his personal marketing strategies and how he’s still able to attract numerous accredited investors. He gives off the right amount of value we need to learn better marketing skills we can apply to our business.
But what is interesting about this episode is when he details his six-step process as a sponsor and guides us on how to do it as well. He even elaborated on the further importance of niching down, identifying your strengths, and crafting a concise brand story. Catch us now and also find out how to stand out in a crowded market and how to know your way around consistent content marketing that’ll scale up the marketing side of your business!
How do measure the success of your multifamily syndication business? Is it by the number of investors you were able to get, or is it by the number of tenants, or the low vacancy rate? There are different factors to consider to gauge the success of a multifamily deal, but Sandhya Seshadri measures it through their renewal rates.
Sandhya is a returning guest on the show and today she talks about how you can improve your renewal rates. For Sandhya, making your tenants happy can give you advantages in many ways than you could ever think of. She emphasizes that for an operator to be successful, you have to consider what your tenants think of the property and it doesn't have to cost you much. Tune in now and find out how you can improve your renewal rates today!
Key Points From This Episode:
- Sandhya talks about her journey into commercial real estate.
- Sandhya shares she realized early on that it's always the business folks who have the say on what to do and engineers just follow.
- Sandhya’s big passion is to improve the communities that they built by hosting different activities.
- How does Sandhya improve the renewal rates in her apartments?
- How often does Sandhya hold events in her community and how involved is she with the planning?
- Sandhya’s personal favorite event that they did in the community.
- What are the ways in which Sandhya and her team are finding ways to drive value to their investors?
- Sandhya gives emphasis on maximizing your in-house capabilities.
- The importance of asset managers paying close attention to the needs of the tenants.
- Sandhya shares that they are still able to get their pro forma rents across their properties.
- Where is the opportunity for growth in the next six to twelve months?
- Sandhya talks about the bridge loans that they have and her plans around them.
- Persistence led Snadhya to success in the commercial real estate space.
Tweetables:
“Once I became an investor, rather than just a W2 employee, that's when I really started seeing my money multiply.”
“I stayed away from the 4 Ts (of real estate) – the tenants’ toilets, trash, and termites of single-family rentals. And I heard about multifamily, like really large-scale 100-doors kind of deals, where you could employ third-party property management to do all the work for you. And that just made a lot of sense.”
“Find ways to add value to residents and what they're willing to pay for.”
“There's always a path. And if someone else's path doesn't work for you, you carve your own.”
Links Mentioned in Today’s Episode:
Sandhya Seshadri on LinkedIn
Multifamily For You website
WS411: Why Mindset Matters with Sandhya Seshadri
About Sandhya Seshadri
Sandhya Seshadri is an experienced general partner in all aspects of multifamily from broker relationships, underwriting, analysis, and raising capital to closing syndication deals without delays.
Sandhya is a hands-on Operator with a strong focus on asset management after the honeymoon is over to add value to the two different customers in apartment investing who are the Limited Partners as well as Multifamily residents. Sandhya is invested in 4000+ doors with $140MM+ AUM.
In her former life, Sandhya used to actively trade stocks and she has worked for 12+ years at a Fortune 500 company in Dallas, managing $80M projects with budgets in excess of $28M. Sandhya holds a BS and MS in Electrical Engineering as well as an MBA.
Business growth entails more work and hiring more people to handle the change and do the job better. In another segment of Life Bridge Capital’s team series, find out the main functions of the ‘spreadsheet guy’ of the team, Luke Hall. He talks about how he’s constantly analyzing deals and mastered figuring out those spreadsheets and numbers.
As an analyst, part of Luke’s job is to pick deals in the market, dive deeper into them, and make those models work for Life Bridge. And today, Luke shares with us how to do them and how he does the underwriting for Life Bridge. Catch us now and find out Luke’s recent research about the market and why your acquisition area has to be creative.
Real estate debt funds have grown in popularity since the 2008 financial crisis offering smaller investors an alternative source of funding apart from banks with more stringent loan requirements. Not only have debt funds risen in popularity among borrowers but they have also become a favored form of investment for investors with the steady returns that they provide. But, how does one start a private debt fund?
Ruben Izgelov of We Lend, LLC enlightens us about real estate debt funds in today’s episode. With decades of experience in real estate investing, Ruben saw the need to step up the private lending space and decided to put up his own private lending platform. Achieving major success funding a thousand loans worth $400 million in just a few years, Ruben has now shifted to debt funds. Find out what prompted the shift, what makes debt funds different from private lending, and why investors should take notice.
Key Points From This Episode:
- How Ruben was introduced to real estate at the age of 10.
- How his family became a private lender for real estate developers and flippers.
- Dropping out of junior high school, how did Ruben manage to buy and flip houses?
- Why did Ruben eventually decide to go back to school?
- How has Ruben started and grown their private lending business?
- How does the debt fund operate differently from the loans they offer?
- Ruben compares the economic and market conditions of 2008 with that of today and how he plans to navigate uncertain periods.
- With the benefit of hindsight, what would Ruben do differently in his real estate career?
- Ruben’s predictions on the economy for the next six to twelve months and how he prepares for a downturn.
- How does Ruben find top talent and source new investors?
- The metrics that Ruben tracks and habits that have produced the highest return for him.
- The biggest contributor to Ruben’s success, his way of giving back, and his contact information.
Tweetables:
“One lesson that I would take back from my early real estate career is to learn how to bring investors together.”
"You can hit similar returns being a lender as you could being a landlord. The only difference is the fact that you don't have to work as hard."
"Just like there's a lot to learn in buying real estate, there's a lot to learn in lending against real estate."
Links Mentioned in Today’s Episode:
Ruben Izgelov on LinkedIn
We Lend, LLC Nationwide Private Lending
Send an email to Ruben
We Lend on LinkedIn
We Lend on Twitter
About Ruben Izgelov
With over a decade in the real estate industry – acquiring, flipping, developing, and financing over $500 million worth in real estate – Ruben has quickly become a renowned real estate expert, speaker, and guide for many professionals in the industry. The most successful time in Ruben’s career was during the 2009 financial crisis; during this time, he bought, fixed, and sold distressed properties, which showed his determination in both bullish and bearish markets. After using private money financing himself, he quickly saw the innovation desperately needed in the private lending space and decided to spearhead it by co-founding We Lend, LLC (a private lending platform).
Ruben originally, however, started as a hard-working eight-year-old boy distributing flyers on the streets of New York, and to this day still takes that work ethic with him everywhere he goes. He is a graduate of St. Johns University and Touro School of Law, where he earned a BS in legal studies and his JD, finishing cum laude and magna cum laude.
Taking care of your people is one of the keys to great leadership. It’s the secret sauce that fosters healthy relationships and holds organizations together. But how can leaders invest in their biggest asset in the organization to empower them?
In today’s episode, Life Bridge Capital founder Whitney Sewell shares his experience with what it means to genuinely take care of people. Listen as Whitney reveals nuggets of leadership wisdom that both young and old enterprise leaders can learn from.
The mobile home park is described as a unique real estate asset class. What makes it unique and attractive? We find out in this #Highlights episode with successful mobile home parks entrepreneurs Ryan Groene and Charlie Ansanelli.
Ryan talks about his journey in the industry, his success with mobile home investing, and why this asset class is so unique. Meanwhile, Charlie says mobile park homes are not pandemic proof – nothing is, but he says it is pandemic resistant. Listen now and learn how you can seal your success in this asset class!
It is reasonable to feel anxious about investing in a project that one has never seen such as in the likes of out-of-state investing. In this #Highlights episode, we look back at our conversations with real estate entrepreneurs Logan Freeman and Jay Tenenbaum. The two talk about everything you need to know about out-of-state investing.
Logan helps us understand how out-of-state investments work and how to do it successfully. Meanwhile, Jay talks about how he successfully invested in mortgage notes in out-of-state properties and managed an out-of-state rental port. Click the play button and start learning about out-of-state investing!
Inflation has hit many economies worldwide. And, it affects many businesses as well. In fact, in the US, the Fed had been raising interest rates in hopes to combat inflation. But, how does this affect multifamily investing? What are the things you need to know right now to weather the “storm”?
Harry kicks off by sharing how he ventured into real estate investing while doing a full-time career as a doctor. He also talks about what to expect in the space amid inflation and the current economy, ways on how you can minimize the risks in real estate investing, and why you need to invest in a growing market. Click the play button now and learn how you can survive amid the inflationary environment!
Key Points From This Episode:
- Harry shares that he and his wife are originally from Peru and they move to the U.S. to train as doctors. After settling in, they venture into real estate investing as a way to earn passive income.
- Why did Harry start in real estate with single-family homes?
- After some time investing in single-family homes, Harry and his wife decided to invest in commercial real estate.
- Harry discusses what’s next for multifamily syndication amid inflation.
- Harry says the success of multifamily syndication depends on asset management.
- What are the benefits of investing alongside an operator?
- How multifamily syndication offers the benefit of diversification?
- How to minimize the risk in multifamily investing?
- Harry emphasizes the importance of underwriting.
- What are the things you need to consider when you want to invest in REITs?
- The difference between REITs and syndication.
- How does Harry prepare for a downturn?
- Why do you need to go out of your comfort zone and overcome the fear of failing?
- Harry’s best source for meeting new investors right now.
- Harry’s tip for passive investors: educate yourself.
- The daily habits that have produced the highest returns for Harry.
- How does Harry like to give back?
Tweetables:
“I believe that's also a goal for most active investors to become only passive investors.”
“Real estate and multifamily also may suffer a little bit in the next year or two.”
“Because of what happened last year, a lot of the success of a syndication depends also on the asset management teams.”
“This is something that I see in general, like in real estate, but especially in multifamily, when you invest passively, you can leverage people.”
“(I’m) trying to focus or invest in bigger cities or areas that are actually growing. I try to stay, for now, away from tertiary markets.”
Links Mentioned in Today’s Episode:
Harry Nima-Zegarra on LinkedIn
Nima Equity website
About Harry Nima-Zegarra
Harry is a Pulmonary & Critical Care Medicine Physician, real estate investor, entrepreneur, co-founder, and manager of Nima Equity, a commercial real estate syndication company where he helps physicians to earn passive income, lower taxes and achieve financial freedom. Harry has experience in rental properties and currently owns and manages 9 properties across the DFW metropolitan area. Harry is General Partner in 1076 units in 4 different States.
Harry met his wife Mitsi in Medical School in Peru and they finished their training in Pennsylvania and Virginia. Harry currently works at a tertiary medical center in Dallas, TX.
Harry and Mitsi love the outdoors. They have 2 boys, who love playing basketball and soccer. They love to vacation and travel to Cancun and Florida where they enjoy time at the beach, Disney or Legoland. Harry is also an avid runner.
Having someone do a task better than you is not a threat but an asset. Today’s show is all about Life Bridge Capital’s team members and roles. And this team series’ first episode guest is Josie Risinger, Whitney’s “Right Hand” or “Swiss Army Knife”. She shared exactly what she does for the team. They dove deeper into their team members, their specific tasks and how those tasks are helping the whole team.
On a deeper level, get to know the process of Life Bridge Capital in adding more people to the team – when they hire and how they communicate. Josie also shared some of the applications that have made the whole team effective in terms of productivity and efficiency. Tune in now and find out the best systems that can work for your business and the things you should look for when creating your own team as well!
Key Points From This Episode:
- Brief background of Josie’s experience before Life Bridge Capital.
- Same entrepreneurial drive: Josie’s key to being hired.
- Josie’s role as an executive assistant and how she provides support to Whitney.
- How Josie oversees the podcast production team based in the Philippines.
- The importance of having someone to be the ‘bad guy’.
- Why does Whitney prefer someone who questions his time?
- Josie’s effective system for emails.
- Josie shared that her big winners for communication right now are Voxer and Slack.
- How does Josie sort Whitney’s new ideas out and where do they store them when it’s for future purposes?
- Whitney and Josie talk about team huddles.
- What has Josie learned that has helped them to perform better?
- Why do Josie and Whitney encourage people to hire someone who speaks up and is bold?
- Josie talks about what challenges she thinks we’re facing in life right now.
- The important metrics that Josie keeps track of and her habits that produce the highest return.
Tweetables:
“Just really championing that corner of this is his [Whitney] time with his family and we're gonna figure something out, but we're not gonna have a meeting during that time.” - Josie Risinger
“We've been able to increase our team and our ability to hire great people and really have employees that are, I think, more committed because we can be more committed to them.” – Whitney Sewell
“What processes can we change to increase ultimately our efficiency as a company, whether that's just for Whitney, whether that's my own efficiency or just across the team.” - Josie Risinger
“I think it's increased our efficiency and productivity. Just working together and knowing how we communicate well and you know, when to say the hard things and when to not.” - Josie Risinger
Links Mentioned in Today’s Episode:
Life Bridge Capital
About Josie Risinger
Here at Life Bridge, Josie is responsible for both daily and long-term operations. She spearheads a variety of strategic initiatives to support our company’s function and growth, coordinates logistics between departments, and focuses on high-level administrative needs for Whitney and for Life Bridge Capital as a whole. Additionally, she works with our team internally to ensure we meet our strategic goals and metrics. She has experience in account management, CRM development, operational oversight, B2B sales, and executive administration.
Josie graduated summa cum laude with a Bachelor’s degree in Business Management and a Minor in Entrepreneurship from Auburn University in 2018. She now lives in South Dakota with her husband, who is pursuing a medical degree, and their son, Dallas Wade.
There are more ways than one when building wealth gradually through passive investing, but to keep ahead of the pack, savvy real estate investors know that the most creative strategies can bring in the best deals and investment partners.
In today’s episode, Marshall Sykes, president of Capitano Investing Group, reveals non-traditional, smart ways to passively invest. Plus, he shares an unconventional strategy on how to find new investors.
It’s not always easy to build an authentic and caring relationship with your employees. It’s even harder now in the world of remote work setup where our primary forms of communication are online meetings and digital messaging with a limited chance at face-to-face encounters. Yet, one-on-one meetings are still very much a critical component of employee, team, and business success.
That’s our topic in today’s episode. It is essential for business leaders or managers and employees to stay connected and aligned in order to increase productivity and achieve business goals. Hence, we, at Life Bridge Capital, have started conducting one-on-one conversations with each employee inspired by the concept of alignment meetings of Don Wenner in his book, “Building An Elite Organization”. If you want to know more about the process and the topics that we’re talking about in these crucial meetings, listen now. Let’s show our employees that we genuinely care about them. It’s good for our business and more so for our soul and well-being.
Key Points From This Episode:
- Whitney makes the case for better communication across the team with productivity as the goal.
- Whitney highlights the difficulty of finding competent employees in the current market.
- Why lack of communication has been a persistent problem within companies.
- How alignment meetings, a concept introduced by Don Wenner in his book, “Building An Elite Organization” has helped improve processes at Life Bridge Capital.
- How frequent alignment meetings allow business leaders to course correct immediately.
- Why business leaders should learn how to make quick decisions even if not all information is available.
- How regular alignment meetings will provide business leaders with major information necessary for making decisions.
- How to run alignment meetings keeping in mind that the discussion must be more personal to the employee and not just about work performance.
- What topics and questions should a business leader discuss with employees during alignment meetings?
- Whitney’s advice: Leaders must create opportunities to care for their employees and conducting alignment meetings is one way to do it.
Tweetables:
“Being the CEO or the business owner, you're steering the ship and are course-correcting continuously and quickly, taking in information and making decisions fast.“
Links Mentioned in Today’s Episode:
Building an Elite Organization: The Blueprint to Scaling a High-Growth, High-Profit Business by Don Wenner
Life Bridge Capital website
Listen to the Real Estate Syndication Show Podcast
Send an email to Life Bridge Capital
Invest with Life Bridge Capital
About Whitney Sewell
Founder of Life Bridge Capital LLC, Whitney began his real estate investing career in 2009. Whitney’s passion is working with investors, helping them secure financial security via the exceptional opportunities that multifamily syndication offers. Whitney hosts The Real Estate Syndication Show, a daily podcast where he has now interviewed over 1400 experts providing cutting-edge tools and strategies of the syndication business.
Whitney and his wife Chelsea are on a mission to help other families through the process of adoption. They have personally endured the financial burdens that the process puts on families and have committed 50% of their profits to this goal, through The Life Bridge Foundation.
While passive investors may not have direct control over possible risks, they need to understand how operators analyze their deals to prepare for any potential negative outcomes. Also, it is important to bear in mind that the process of real estate deals, from start to close, is littered with tripwires and landmines. In this #Highlights episode, we look back at our conversations with Hans Box and Nicholas Moore.
Hans highlights what passive investors should look for, including transparency, deal value-add articulation, and scenario analyses. Meanwhile, Nick details the hurdles that can be encountered early on, during financing and negotiations, and also during the closing period. Enjoy the show!
Any real estate entrepreneur will agree that sealing your first deal is not a walk in the park. In this #Highlights episode, we feature our conversations again with real estate entrepreneurs Anthony Metzger and Josi Heron. The two talk about how they were able to close their first deal and journey in the real estate space.
Anthony shares how he put together a syndication that made his first deal happen – a 218-unit apartment complex, located 800 miles from his home state. Meanwhile, Josi talks about her journey to real estate investing and details the challenges she faced and how she was able to overcome them. Click the play button now!
Having contingency plans in place before getting into deals allow you to manage the things you cannot control beforehand. For this episode with Bronson Hill, he explains how to evaluate syndication deals and what a passive investor should be thinking about, and the things that should be important before thinking about moving forward with your investments.
Investing in syndication guarantees you numerous benefits and Bronson elaborates on some of them. He also shared just his specific strategies in order to protect his investors around market swings and his best sources for meeting new investors. Tune in now and discover the book-reading habit that’ll make you want to learn and grow with him as well!
Speaking with your investors is crucial in combatting their fears and in helping them with their investments. In today’s episode, Bronson Hill elaborates more about the benefits and some of the risks in multifamily, more specifically in large multifamily. He also specified what is currently happening with rents and with tenants, along with how we should think about raising rents for tenants.
And from the current state of the economy, with the experience that it is harder now–– more than ever––to raise funds, Bronson shares with us the things he is doing and the things we should do in order to soften investor appetite for capital raising. Catch us today and even hear about his thoughts around 2008 to the current economic market and climate!
Getting into real estate success means taking that uncertain leap, adapting to changes, and making the hardest decisions you’ll ever encounter. For today’s episode, Bronson Hill shares with us how he leaped into real estate and got big in multifamily along with the hard numerous decisions he had to make, and the changes he had to undergo before reaching the place where he is right now.
Bronson talked about how he became the general partner in about 2000 multifamily units that are already worth over $200M. He also walked us through how he has already spoken to more than 1200 investors over the phone and how he was able to raise $25M for real estate. All these and his capital-raising coach skills that help investors find deals and raise funds for large real estate deals await you so make sure to listen now!
Social media platforms have taken our lives by storm. They have become a part of our everyday life, letting people connect and interact with others in just a matter of a tip from your fingers. This reality makes social media platform a powerful tool for many things including business. So, among all social media platforms, where should you be putting your ads on?
In the last episode of this three-part series with Dan Berrett of AdWords Nerds, he elaborates on some social media platforms and how to effectively use them for your business's advantage. He differentiates Google ads from Facebook ads, details what Facebook targets, and even speaks about Tik Tok and why it could be considered the dark horse of social media marketing. Tune in now!
Key Points From This Episode:
- What’s the top social media platform to place your ads aside from Google Ads?
- Social media channels operate in different ways and at different times.
- AdWords Nerds originally started putting ads on Facebook but the revenue now has changed.
- Facebook is targeting broad geographical areas.
- Why Tik Tok is the dark horse of online advertising?
- How can you use Tik Tok to your advantage?
- How do you avoid having a lost cause in online marketing?
- How do you do follow-ups?
- Dan emphasizes that consistency matters.
- What metrics does Dan track personally or professionally?
- How does Dan like to give back?
Tweetables:
“And all of these (social media) channels operate pretty differently. And they also operate differently over time.”
“Facebook today is not the Facebook of two years ago.”
One of the things that I always tell people to be very careful of, is you have to make sure that the information you're using to make decisions about your marketing is current."
“The thing I want people to remember is all of these systems, every market you're going to be in, every ad channel, every tactic, every strategy, every hack, they exist in time. And all of these systems change over time and change quite wildly over time. So you got to make sure you are connected to the reality on the ground.”
“If you aren't answering new leads, you immediately get kicked old leads and start following up with them. And they do that forever until you you get taken off their database.”
Links Mentioned in Today’s Episode:
AdWord Nerds website
WS1485: Why I Gave Up Teaching To Focus on REI Marketing | Dan Barrett
WS1486: How To Execute An Effective RE Ad Campaign | Dan Barrett
About Dan Barrett
Dan Barrett helps real estate investors get more leads and deals online.
Dan is Head Nerd at AdWords Nerds, the world’s largest Google Partner agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals for his clients, and been behind extensive industry experimentation and original research. He’s worked with investors and companies like Joe McCall, Alex Joungblood, Tom Krol, 1-800-Fair-Offer, Investor Carrot, and more.
Dan also runs the exclusive REI Lead Gen Mentorship Group, an intensive online workshop where he personally helps a small group of investors automate their lead acquisition processes and dominate their local markets online.
You can find out more about him at AdWordsNerds.com.
Most if not all real estate entrepreneurs rely on an effective advertising campaign to attract investors. So, how do you execute an effective real estate ad campaign? What metrics do you need to track to monitor its effectiveness?
In the second episode of this three-part series with Dan Barrett of AdWords Nerds, he elaborates on what an effective ad campaign is and looks like. Dan also discusses the difference between top and bottom funnel, the role of keywords in your campaign, and how numbers can help find the weakest link in the business process. He then discusses the expenses to expect when running a campaign as well as how to make it stand out from the rest. Enjoy our #TechandTacticsTuesday episode!
Key Points From This Episode:
- Why is it important to have a sense of what kind of audience you want to reach out to?
- What does it mean when you say top funnel and button funnel in online marketing?
- What is the Theory of Constraints?
- Why do you need to find that one thing that hindrances your success and fix it?
- How can numbers shape and help real estate investors find the weakest link in the business process?
- What is an ad campaign?
- Dan describes Google Ads as an auction.
- What should one expect in terms of expenses using AdWords?
- Why do you need to consider the size of your market when thinking about your ad campaign?
- How to make sure that your ad campaign stands out from the rest?
Tweetables:
“If you back up and you say, "Okay, my real estate investing business is a system, it is a series of interconnected pieces." And those pieces interact with each other, right? Like my marketing funnel interacts with my acquisitions person, my acquisition person, and how they close interacts with my CRM, which interacts with how much money I get in my checking account when I close on a deal, right? These are all interacting pieces.”
“You could spend all your time making every other link in the chain stronger, it doesn't make the chain any better. You have to make the weakest link stronger, and sort of back this up and say, ‘Okay, let's bring this down to Earth and talk about marketing.’”
“The more specific the keywords you put in, the fewer the amount of people you are going to get in front of and the more focused those people are going to be.”
“The number one rule of being successful in the market is don't lose money and stay in the market.”
Links Mentioned in Today’s Episode:
AdWord Nerds website
WS1485: Why I Gave Up Teaching To Focus on REI Marketing | Dan Barrett
About Dan Barrett
Dan Barrett helps real estate investors get more leads and deals online.
Dan is Head Nerd at AdWords Nerds, the world’s largest Google Partner agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals for his clients, and been behind extensive industry experimentation and original research. He’s worked with investors and companies like Joe McCall, Alex Joungblood, Tom Krol, 1-800-Fair-Offer, Investor Carrot, and more.
Dan also runs the exclusive REI Lead Gen Mentorship Group, an intensive online workshop where he personally helps a small group of investors automate their lead acquisition processes and dominate their local markets online.
You can find out more about him at AdWordsNerds.com.
One of the major reasons real estate entrepreneurs are tapping the digital world is because they are trying to find more investors. Getting in front of the investors, whether promoting a deal, a podcast, or the brand one way or the other, can spell a big difference in the growth of the business. So, what’s the most effective way to do this but through online marketing?
In the first episode of this three-part series with Dan Berrett of AdWords Nerds, he talks about how real estate investors can leverage Google ads to earn more. He also tells us why he left teaching to focus on real estate online marketing, why does Google Ads remain the single most profitable channel for most real estate professionals, and why he prefers it over Facebook Ads. Click the play button now to start learning about Google Ads and online marketing!
Key Points From This Episode:
- Dan talks about his career journey before he became the CEO of the online marketing company, AdWords Nerds.
- Dan shares he studied history and originally planned to become a teacher.
- Why did Dan decide to focus on doing online marketing for real estate investors?
- What is AdWords and why should real estate operators, syndicators, and investors need to know about it?
- Why does Google Ads remain the single most profitable channel for most real estate professionals?
- How do keywords play a role in online marketing?
- Why does Dan prefer Google ads over Facebook ads?
- Dan differentiates how a commercial real estate investor might use AdWords compare to a single-family operator.
Tweetables:
“I knew in that process that I wanted to focus like I wanted a narrow focus. I wanted to be the best in the world at something and I like to think of myself as fairly self-aware.”
“Google AdWords, also known as Google ads, I think actually, the technical term is now Google ads, right? Is Google's ad platform. Right? So if you are paying to generate impressions, which are views on ads, you're paying to generate clicks, you are paying to generate leads, either inside Google search on the YouTube advertising platform, if you are running ads on any number of third-party websites, like espn.com, or cnn.com, or The New York Times or whatever they're run Google ads, you are advertising on the Google ad platform. And for me, Google ads is probably the single most critical paid acquisition channel that you can run.”
“Google ads, particularly search ads tend to close more often, they tend to close more quickly, they tend to be easier to reach, it is just a profoundly powerful channel for reaching people who are ready to go.”
“Google as an ad platform occupies this really critical role for most real estate businesses, especially real estate investors. That's what makes it so special.”
About Dan Barrett
Dan Barrett helps real estate investors get more leads and deals online.
Dan is Head Nerd at AdWords Nerds, the world’s largest Google Partner agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals for his clients, and been behind extensive industry experimentation and original research. He’s worked with investors and companies like Joe McCall, Alex Joungblood, Tom Krol, 1-800-Fair-Offer, Investor Carrot, and more.
Dan also runs the exclusive REI Lead Gen Mentorship Group, an intensive online workshop where he personally helps a small group of investors automate their lead acquisition processes and dominate their local markets online.
You can find out more about him at AdWordsNerds.com.
When running a real estate business, building relationships is important. In this #Highlights episode, we look back at our conversations with Tyler Chesser and Lee Kiser. The two talk about real estate brokerage, the importance of investor-broker relations, and how you can effectively communicate with a broker for the first time.
Tyler tells us why a broker should be able to analyze deals quickly in this particular market cycle, the importance of building relationships, and incentivizing with syndicators and investors. Meanwhile, Lee gets into what brokers look for when evaluating potential investors and the preparation that can move the needle in your favor. Click the play button now and start learning about investor and broker relationships!
Is it possible to juggle work and real estate investing? While it may require hard work, it is not impossible to find success in real estate while doing a full-time job. Many real estate entrepreneurs started their journey in the space as part-timers. In this #Highlights episode, we look back at our conversations with Sridhar Sannidhi and business partners Hersh Rai and Nicholas Vu.
Sridhar shares how he manages to work full time while being a passive investor in multifamily and commercial real estate. Meanwhile, Hersh and Nicholas believe that the key to success in real estate investing is time management, open communication, and utilizing technology to one’s full advantage. Enjoy the show!
Passive investments permit you your well-deserved freedom in owning your life decisions. In today’s episode, Becca Hintergardt shares how she’s helped many people figure out how to get their passive income to the extent that it has already given them the freedom to live in a country where they and their families always wanted to live in.
Becca talks about how she could invest in the U.S. while living in another country. She also shares how she’s established a successful career in multifamily space and how her team has acquired a hundred-unit asset and converted it into 65 multifamily units. Tune in now and discover how she could invest in numerous projects and syndication businesses, so don’t miss it!
Key Points From This Episode:
- Becca shares what she’s doing in her investments.
- Becca talks about what her portfolio looks like and what are her current purchases right now.
- The first project Becca handled.
- How did Becca figure out that she could invest in the U.S. while living abroad?
- Becca explains how she visits her assets every 90 days and treats them as just a vacation.
- The things Becca considered in choosing which country to live in.
- The unexpected challenge Becca faced when they moved abroad.
- How did Becca stay connected and still network and meet people and investors?
- Becca’s best source for meeting new investors.
- The important metrics that Becca has been keeping track of.
- How has she been improving her business that can be applied to others?
- What is Becca’s best tip for passive investors?
Tweetables:
“It's a little challenging to constantly stay in front of your investors while still looking for deals while following the financing. And the real only way to do that is with automation.” - Becca Hint
“Align with somebody who will vet deals out for you” - Becca Hint
Links Mentioned in Today’s Episode:
Who Not How Book
Becca Hint on LinkedIn
Six Steps to Put Your Income On Autopilot and Move Overseas Free E-Book
About Becca Hint
I help investors by investing alongside them in multifamily properties that have high returns and great tax benefits. After working 15 years at a Fortune 500 company in medical device and biotech sales, it became clear this was not the road to passive income. While hacking / investing in my first apartment building, I fell in love with the passive income and the tax benefits of multifamily real estate. For over 2 decades I have been investing in multifamily buildings including a San Francisco multifamily condo conversion, a 12-unit multifamily in Kansas City, 100 unit Quality Inn Motel to multifamily property conversion, 450 units as a passive investor in Texas in addition to other past and pending projects. Currently, I am scaling my business and continue to form strategic partnerships with general partners and investors in the Arizona, Texas, and other emerging real estate markets. Let's work together to beat the corporate rat race and live on your terms!
Getting a head start in property investing through referrals can set up investors for long-term success. Too often, however, many are unaware of what works best for getting referrals from clients.
In today’s episode, Matthew Ablakan, founder and owner of Millennial’s Choice Group of Companies, shares valuable tips on how to successfully get referrals from his investors. Plus, he shares how he started young in the industry at only 19, and his pieces of financial literacy advice.
Real estate operators go through a great deal of work running a syndication business. Finding deals, doing due diligence, sourcing investors and lenders, raising capital, managing the property - all these can become overwhelming for syndicators especially newcomers in the business. Perhaps you’re curious to know - what could be the hardest part of the syndication business?
Our guest today, Jonathan Tonks of Provision Space shares answers to this question and more. After a year of diving full-time into multifamily syndication, Jonathan has acquired 400-unit assets worth $43 million. He now shares lessons and insights gained from key phases of his syndication experiences. He reveals the hardest part of the syndication business and how he overcame the challenge. Click now and learn strategies for building solid investor relationships as well.
It is never too early to find the best strategy on how to meet new investors. The right approach can make it a lot easier to develop a healthy working relationship when you’re actively seeking partners for your real estate venture.
In today’s episode, multifamily investor and government affairs consultant Jared Asch shares his best practices when he meets new investors. Jared is currently a partner in a real estate investing firm where he supports investors to realize living financially free through passive investing. Plus, he shares what social media platform he’s using to convert the most number of leads into successful transactions.
Key Points From This Episode:
- How he builds relationships with fellow investors
- The types of questions he asks to get to know more about others
- How to follow up on your potential investors
- How he dealt with a project that did not go as planned
- How he went above and beyond to support his investors
- The CRM tool that he is using
- Best tip for passive investors
- His biggest business challenge today
- The most important metrics that he tracks
- The daily habits that he is disciplined about that produce the highest return
- How he gives back to the community.
Tweetables:
“Be creative in expanding your network. Attend events, meetings, dinners and speaker series where investors and entrepreneurs meet to make you and your business visible to this community.”
“Every month we're doing a webinar, educating them about how they can save on their taxes or other things, not just promoting ourselves, but educating them about the process, the deal they're involved in, and just making sure they know their money is safe.”
“We're keeping your principal in a real estate business and you've been around the space a long time you get that comparison.”
“It's more important to me to protect your money and give it back to you than chance anything going wrong.”
“I think if you're genuine, and you listen to them, and you over communicate, most people are happy.”
“I think that the supply and demand issue in key markets is still a problem. And I expect rents to go up and vape and occupancy to stay high.”
“Don't be afraid to ask something and to check in with your team.”
“If you're a marketing person for a business, you're looking at opening rates for emails, how many people laid eyes on your Facebook ad? So for us, it's converting them into a phone call, converting our open rate higher.”
I think LinkedIn is getting the most traction right now at bringing people in.
Links Mentioned in Today’s Episode:
Crown Capital
Jared Asch on LinkedIn
About Jared Asch
Jared Asch is a Partner at Crown Capital. He is also the founder and managing partner of government affairs and procurement consultancy firm, Capstone Government Affairs. Prior to this, he worked in a number of government-related positions.
Jared earned a political science degree from Florida State University and a master’s degree in public administration from American University.
There are many ways to get funding for your real estate deal. You can do syndications, take an institutional loan, or even borrow money from a private lender. In this episode with Edward Brown of Pacific Private money, we talk about the things one needs to know when borrowing from a private lender.
Edward kicks off the show by talking about the two radio shows he’s hosting. He then shares about his company, Pacific Private Money, and their niche which is the bridge loan. He also details the kinds of funds they have, how the company is maintaining organizational cohesiveness, and how they are meeting new investors through radio advertising and endorsements from people who trust the company. Click the play button now and enjoy the show!
Key Points From This Episode:
- Edward talks about the fascinating intersection of sports and business.
- What got Edward into doing a radio show?
- Edward shares that Pacific Private Money’s niche is bridge loans.
- How does the current environment is affecting Edward’s company and what opportunities does he see in bridge loans right now?
- Edward shares that their average loan size is between $800,000 to $1,000,000.
- How does Edward’s company maintain organizational cohesiveness as they try to work the loans through the process?
- What factors pique the interest of a private lender like Pacific Private Money?
- How did the 2008 recession affect Edward’s company at that time?
- Edward shares that radio advertising as well as endorsements from people who trusted their services help their company to meet new investors.
- Edward talks about their freedom fund and how he talks to investors about risks.
- The daily habit that contributed to Edward’s success.
Tweetables:
“We decided to take that leap some years back, then we're not the only ones. But we're one of the few. And like you said, we're probably one of the largest in the country, as a private lender, for the owner-occupied consumer bridge loans.”
“I guess the big benefit we have as a private lender (is that) we don't have 11 levels of approval. We don't have to have loan loss reserves like the typical bank. So we can think outside the box.”
Links Mentioned in Today’s Episode:
Edward Brown on LinkedIn
Pacific Private Money website
About Edward Brown
Edward Brown, Investor Relations at Pacific Private Money, an alternative real estate finance provider specializing in short-term real estate loans for California borrowers since 2008. Pacific Private Money raises private capital using discretionary debt fund structures that generate above-market returns through a well-refined and successful holistic lending model.
For over 20 years Edward Brown was CEO of a $40 million dollar alternative lending company based in Marin County. Today he assists Pacific Private Money with capital raising and investor presentations. In addition, Edward is also the host of two radio shows —The Best of Investing with Mark Hanf and Sports Econ 101, a national sports and business show.
His passion to be an educator within the financial and investing space has led to numerous articles in national business magazines and newspapers, and many appearances on CNN on Your Money and Ask the Expert. His expertise has also led him into the courtroom, where he's been hired as an expert witness in numerous court cases.
Edward earned his B.S. in Accounting and M.S in Taxation from Golden Gate University and has held licenses and certifications including Real Estate Salesperson, Insurance License, Series 7 Securities License, Tax Preparation License, and Certified Fund Specialist.
Growing passive income can lead you to a life with financial freedom and who doesn’t want that? In today’s #Highlights episode, we look back at our conversations with successful passive investors Jim Pfeifer and Sam Silverman. They share their real estate journey as well as valuable tips on how to become a professional passive investor.
Jim discusses how he developed his investing strategy and learned the syndication game by taking action and jumping into deals — even if many of these deals were suboptimal. Meanwhile, Sam shares what questions to be asked when you are investing your money for the first time and how you can effectively vet a sponsor. Enjoy the show!
For most real estate entrepreneurs, taking the big leap was their first step into the real estate industry. Some left their W2 job and some accidentally found their way in the business. No matter what your story is, this #Highlights episode will surely resonate with you. Tune in as we feature our conversations again with Ken Wimberly and Eng Taing.
Ken opens up about why finding a business coach accelerated his trajectory, helping him set goals and visualize his future. Meanwhile, Eng shares his journey into real estate, how he re-optimized his capital, and how he learned from others through investing with them. Click the play button now and be inspired to invest in real estate today!
A real estate deal can involve millions of dollars. That’s why for many, syndication is the key to start investing in real estate. But, did you know that there’s actually a way for you to do a deal without using your own money? Our guest today, real estate entrepreneur Michael Gilman answered this question and more.
Michael kicks off by sharing his background as a lawyer and how he transitioned to become a full-time real estate entrepreneur. He also talks about the reason why he chose to invest in real estate to grow wealth, how he derives his income from assets, and why he started buying cash flowing properties. He then discusses the pros and cons of having your own management company, why they chose to start their own management company from scratch, and ultimately, he gives tips on how to do a deal without using your own money. Listen now and enjoy the show!
Key Points From This Episode:
- Michael shares how he transitioned from being a lawyer to a full-time real estate entrepreneur.
- Where does Micahel currently invest in?
- Michael shares that in smaller markets, it’s hard to get larger deals.
- The pros and cons of having your own management company.
- Michael elaborates on ways you can start a deal without using your own money.
- Relationships are key in doing a deal without using your own money.
- Doing a deal without your own money is a high-risk strategy.
- How did Michael minimize the risks with this strategy?
- How does Michael raise capital now for bigger deals?
- Michael shares that when the pandemic hit, he saw it as an opportunity to pool capitals for his deals.
- Michael says changing focus to professional investors made a lot of difference for him and the way his business grew.
- Michael’s best source for meeting new investors right now.
- The most important metrics that Michael tracks.
Tweetables:
“The most common way is first you need a cash flowing property. You need a property that the cash flow is going to be greater than your mortgage.”
Links Mentioned in Today’s Episode:
Michael Gilman on LinkedIn
Cross Mountain Capital website
About Michael Gilman
A former lawyer at Wall St. investment banks, Michael has been successfully acquiring and repositioning multifamily assets and generating exceptional returns on capital for over 10 years. After building his own real estate portfolio approaching 100 units across the northeast (self-managed through MSA Properties LLC), Michael established Cross Mountain Capital to bring best-in-class returns to sophisticated investors such as family offices, investment funds, and high-net-worth individuals looking to diversify their investment portfolios with real assets.
Before devoting himself full-time to Cross Mountain Capital, Michael was Head of Legal and Portfolio Management at Easyknock. He managed over $250+ million in residential properties and advised on legal matters related to the company and multi-state real estate business and legal issues.
Michael previously worked in legal and advisor capacities at Wall St investment banks Cantor Fitzgerald, Deutsche Bank, and Bank of America. He held Series 7, 24, and 57 licenses in the securities industry and is also a licensed real estate broker.
When he isn't working, Michael is spending time with his family or pursuing one of his many hobbies related to the outdoors, including but not limited to skiing, trail running, mountaineering, and obstacle course races. Michael is a strong supporter of environmental causes and a member of POW (Protect Our Winters).
Michael holds a B.A. from Sarah Lawrence College and a J.D. from Brooklyn Law School.
Everything that will happen in the next six to twelve months is unprecedented but can definitely be speculated based on facts and can be prepared for to lessen the intensity of it being unpredictable. Today’s guest, Andrew Rosenberg, explains to us what he expects to happen in the next six to twelve months and everything he’s doing to prepare for it.
Planning for the worst, being prepared for the worst, and hoping for the best are the three things we might consider moving forward. In this episode, Andrew also talks about the things he might consider as a deal breakers for every transaction he does. Also, find out why sticking to better operators as early as now helps you ace the next months so tune in now!
Investing is a risk and the power of asking redirects you to the right people and deals you should be investing with. Today’s episode guest, Andrew Rosenberg, walks us through everything we need to consider and the vetting process we should go through before investing our hard-earned dollars in real estate syndication as well as all the questions we should ask as an operator.
He also explains in detail that there are a lot of boots on the ground, the confusion that exists in the industry, the vertically integrated versus nod, and why are they important. And of course, sharing his expertise and experience when it comes to investing in syndication passively wouldn’t be left out of this jampacked episode so listen now!
The ultimate goal of investing is to make it passive and for it to stay passive. Today’s guest, Andrew Rosenberg, shares his journey of passively investing in the stock market for almost 40 years and how he was able to grow his investments into 3400 units across the office, farmland, and ATM syndication investments. And how he was able to make it happen while running his business full-time!
And starting young is one of his keys to growing his investments big. In today’s episode, he also shares how his 13-year-old self bought his first stock, his valuable background in the stock market, entered real estate as an investor and got his single-family deals, then moved into wanting to get passive. Listen and discover how he got into syndication types of deals over different segments while still prioritizing his business!
All it takes is just the right framework and acknowledgment that you are your own money guru to help you create an income in retirement you will not outlive. In this episode, discover how Mark Willis has helped people grow their wealth in waves and in ways that are predictable and safe so that it can become their own source of financing and a pathway toward generating a tax-free income in retirement.
He also talked about the thinking process which is a powerful tool to change your outlook in life to gain more valuable perspectives when it comes to your relationship with money. This and all the things you need to know about your financial life are all jampacked in one episode so don’t let this one pass!
Do you want to be a millionaire? For some, they were able to achieve this through real estate. In today’s #Highlights episode, we look back at our conversations with real estate entrepreneurs Brian Wagers and Zach Boothe. The two share their journey in the space and how they were able to earn their first million through real estate investing.
Brian shares how he moved past the fear of not knowing everything and how he built up confidence along the way. Meanwhile, Zach references his most inspiring books and tells us why it is so important to find the right mentors and coaches. Enjoy the show!
Earning passive income is one way to help you build wealth long-term. So how can you do that with real estate investing? What are the things you need to know to start earning? In this #Highlights episode, we feature our conversations again with entrepreneurs Rachel Richards and Alex Breshears who share how they won in life with passive income through real estate investing.
Rachel details how creating passive income was her key to reaching financial freedom so early in life and she also sheds light on how real estate played a key role in achieving this. Meanwhile, Alex tells us how to invest passively so we can live actively, tips on how to minimize risks, and the pros and cons of considering private money lending and hard money lending. Listen now and learn how you can earn passive income today!
Starting to understand the indication model, the best way to invest is to learn to invest in yourself, in deals with other operators and learn what they are doing while getting return at the same time. Fly with Satch Bernhardt as he fits into the syndication and makes a million dollars in today's episode through flipping houses with a unique niche–pilots!
While the opportunities for aviation also fled away during the pandemic, Sacht found his mission to relate to these busy professionals and help them invest in real estate. He also talks about switching angles and starting to help pilots have great opportunities to invest in, be financially secure, and start bringing capital to syndication deals. As you kick the tires and light the fire, don’t miss this board to success!
Key Points From This Episode:
- Satch shares how the pandemic affected their airline.
- What are the fragilities in the industry of being a pilot?
- Satch talks about how the pay scale is drastically going down from year one to being called a first officer.
- What are the different realms of professional careers?
- Tilden talks about the Founder Investment Theory.
- What are the two types of investors?
- How could we possibly launch into real estate syndication to do a new venture?
- From house flipping, what was Satch’s pivot moment to multifamily?
- Satch shares details of his first multifamily deal.
- Satch talks about how important it is for an investor to have a track record.
- How to manage and track personal expenses?
- How to forge relationships with operators
- Satch shares how the pandemic affected their airline.
- What are the fragilities in the industry of being a pilot?
- Satch talks about how the pay scale is drastically going down from year one to being called a first officer.
- What are the different realms of professional careers?
- Tilden talks about the Founder Investment Theory.
- What are the two types of investors?
- How could we possibly launch into real estate syndication to do a new venture?
- From house flipping, what was Satch’s pivot moment to multifamily?
- Satch shares details of his first multifamily deal.
- Satch talks about how important it is for an investor to have a track record.
- How to manage and track personal expenses?
- How to forge relationships with operators
Tweetables:
“ Truly, my business did not explode to the success that it has today until I 100% quit flying.” — Satch Bernhardt
“Only the individuals can make their own assessment on their lifestyle.”—Satch Bernhardt
“If you don't have any track record, you're not gonna get those deals.” — Satch Bernhardt
Mentioned in Today’s Episode:
Bernhardt Capital
Ebook - Bernhardt Capital
About Satch Bernhardt
Satch is a former airline pilot for a U.S. carrier. In 2018 he began his career as a real estate investor by flipping houses. In 2020 his airline shut down. Fortunately, he had already established himself in the real estate industry with his business producing enough income for him but he knew that many of his peers were struggling financially. This was a turning point in Satch's mission with real estate. He realized how a pilot's life can change so quickly. This is why Satch started Bernhardt Capital to help all pilots get on the "flight path" to financial freedom through real estate.
Through Bernhardt Capital pilots invest alongside him in large value-add multifamily deals across the sunbelt region. His goal is that pilots can generate enough cash flow to live life at Pilot's discretion!
Managing our calendar seems to be a challenge in all entrepreneurs’ lives as there never seems to be enough time in the day to complete all of our daily tasks. I know we can’t create time. It is the one thing that we all have in equal measure, 24 hours is all we get whether rich or poor, CEO or apprentice, remote worker or onsite employee. I am sure most of the time you’re wishing to have a few more hours in your day to spend with people who really matter to you or on activities that make you feel alive.
In this episode, let’s look at ways that we, as business leaders, can create more time. I go through my personal experience of founding Life Bridge Capital and doing everything on my own to release myself from tasks that can be done by others as the company grew. Find out how hiring key people have been crucial to our growth and have been critical in helping strike a balance in my work-family life schedule. Learn how I use time blocking to manage my schedule better and intentionally create more time for myself and my family.
Before investing in any asset class, it’s crucial to understand the risks involved in it so that as an investor, you can prepare for it. It is also important to know how operators plan to mitigate the possible risks that the deal may face so that it will give investors and other stakeholders the assurance they need.
In the last part of our three-part conversation with Andrew Brewer of Iron Gall Investments, he discusses the risks involved in ground-up development and shares ways how to mitigate them. He explains that the people involved in the deal, specifically the government and the community where the project is, are the number one risk you will be facing. He also emphasizes that the development should be aligned with the city’s future plans. Tune in now and learn risk mitigation strategies you can apply in ground-up development!
Ground-up development is an asset class that can be very enticing to a lot of investors. But as an investor, you need to be asking these questions: does the land still need entitlement? Is the land already zoned? Is this actually feasible? Moreover, as a potential investor, you need to understand exactly the details of the project.
In this second part of our conversation with Andrew Brewer of Iron Gall Investments, he talks in detail about ground-up development. He differentiates this asset class from value-add and explains why there seems to be confusion between the two. He also elaborates on the steps of the development process, the key factors and risks to consider, and the things a passive investor needs to know before investing in one. Listen now and enhance your knowledge on ground-up development today!
There’s an old saying that goes, “no man is an island,” and that is also applicable in business. For any business to be successful, it needs to have people who will be working toward its success. That’s why in many instances, a businessman can succeed if and when he or she finds the right partner for their business.
In this part one of our three-part series with Andrew Brewer of Iron Gall Investments, he emphasizes the importance of partnerships. Andrew details how he found his current partner and how they complement each other’s skill sets. He said that through the partnerships that he had and has, he was able to grow in the real estate industry. He also talks in detail about how his success won’t be possible without the support and encouragement of his wife. Click the play button now and learn about utilizing partnerships to your business's advantage!
Leveraging 1031 exchanges in real estate investing was once described as the most wealth-building strategy there is. So, how exactly can you use this strategy in your real estate business and keep growing your assets, all the while avoiding large taxation? Find out the answer to this question in today’s #Highlights episode where we feature our conversations again with certified public accountant Ted Lanzaro and real estate entrepreneurs Alex Shandrovsky and Michael Brady.
Ted talks about 1031 exchanges and how they can be used smartly for increasing your net worth. Meanwhile, Alex and Mike shed light on some of the more technical aspects, such as complications that come with doing a 1031 exchange into syndication, the role of the 1031 investor in the syndication, and how to structure a deal with this type of investor. Listen now!
If you are an operator, managing the property is just one of the many things that you need to think about. Should you do it yourself or should you hire a third party? What are some of the realities that you might face? In today’s #Highlights episode, we look back at our conversations with Dylan Marma of Rand Property Management and James Wise of Holton-Wise.
Dylan details what property management is and points out the skills you need to have to do it effectively. Meanwhile, James highlights some things to look out for when deciding on an asset class and shares some of his own war stories. Enjoy the show!
In the fast-moving landscape of real estate combined with other factors such as the feds fund rate, interest rates, and the economy, it is difficult for buyers and investors to decide when to buy investment properties. That’s why it is important to have a good grasp of the financing landscape before submitting an offer. More importantly, it is crucial to establish good relationships with lenders and mortgage brokers who will be able to help you navigate a volatile and ever-evolving market.
Our guest today, John Brickson of McKinney Realty Capital, brings us up to date with the current real estate landscape paying close attention to financing and loan options for buyers. He details the factors that affect interest rates and gives his thoughts about better financing options. Listen now and find out why he thinks buying in today’s market is a better opportunity than buying in last year’s environment.
I’m sure you’ve been stuck in a bad meeting, came to a meeting early only for it to start late, or worse, it started on time with no clear agenda. Sometimes, meetings last for hours but as you wrap up, you realize that nothing was resolved nor decided. There goes the time that you should have spent productively at work. You wonder, is there a better way?
That’s our topic in today’s episode. I have learned that meetings can be channels for change and improvement in the organization as we’ve experienced in Life Bridge Capital. Inspired by the Level 10 Meetings (or L-10 Meeting) espoused by Gino Wickman in “Traction” and advocated by Don Wenner in his book, “Building An Elite Organization”, the Level 10 Meeting process helps teams such as ours to improve productivity, communication, and integration of our tasks.
Listen now and find out how we’ve started communicating more openly, working collaboratively, and simply helping each other increase work productivity.
Believing that there is a possibility to grow your investments is the tactic of scaling a business. In today’s episode, be inspired by how Amit Gaglani, a Physical Therapist and business owner turned investor, sets the stage to apply his business scaling tactics when investing in real estate.
Amit shares how mentorship has helped him, especially since he has zero knowledge about investing. What’s interesting is that he educated himself about real estate investing and implemented all his learnings into his own business, and his business scaled! The best thing about the episode was when he talked about when he decided to take the private equity route to 10x his business and how he’s applying that scaling tactic to real estate investing today in his role as Head of Growth in Accountable Equity. Don’t miss this!
Deepening the relationship with investors is something that we miss in our space. We are so focused on getting people in the door, but we don't think enough about how we nurture them or care for those investors who have already committed to us. In this #TechandtacticsTuesday episode, be inspired by how Deana Berg helps her investors build more relationships and generosity in the business, which is hugely important to the business model in drawing that type of avatar investor who is value driven.
Deana shares how healthy the business is and the prerequisites for choosing the market they would venture into. She also talks about how getting feedback from the investors informs how we build deals and model things out to provide what our investors are asking for. Listen and find out how investors commit to you and nurture them!
Key Points From This Episode:
- How to involve your kids when having deals?
- Deana shares her learning when talking with a bunch of investors.
- Deana talks about her experience going from external property management to vertical integration.
- Deana explains their third-party-management inquiries.
- Why is Life Bridge Capital bringing management in-house?
- Deana talks about operating people’s retirement, savings, aging parents, and kids in university.
- How to enter new markets with competitive advantages?
- Deana shares how she became an educator to investors.
- What makes them choose a market?
- Deana talks about how they are chasing tech and population growth.
- What is the best source for new investors?
Tweetables:
“Here's the news flash, investors care about their distributions. ”- Deana Berg
“Most property managers aren't accountable to a whole host of investors who want a whole host of very specific data points of information. And so it's just simply not a value to the property manager to communicate in such a way that would satisfy for us.” - Deana Berg
“Sometimes it is much more of a challenge to get to the information in the timeframe when you're going through a third party management.” - Deana Berg
Links Mentioned in Today’s Episode:
Deana Berg - Life Bridge Capital
Deana Berg's LinkedIn
Life Bridge Capital: Real Estate Syndication Company
About Deana Berg
At Life Bridge, Deana focuses on creating and growing investor relationships. She strives to answer questions, provide helpful resources, and ensure our investors feel valued and confident in their partnership with us. Deana grew up working in the family commercial real estate business from a young age. She then dedicated the first part of her career to the non-profit sector. She worked to enable rural farmers in Central America to own their own land by working with and nurturing local donors and investors committed to this vision. Deana co-founded a legislative and grassroots organization in Washington State and worked closely with key influencers.
After a dedicated season of raising her family, Deana has returned to her real estate roots. She has Limited Partner and General Partner experience in multifamily and self-storage and her Colorado State Brokerage license. Deana is passionate about nurturing investor relationships and helping others create passive income—especially when it enables their greater purpose in life. Deana resides in Colorado with her husband and children. On weekends she can be mountain or road biking and exploring the outdoors with her family.
Building relationships with the whole team and your people is just as important as managing your business. In today's solo show, Whitney Sewell explains that building relationships could be done through what we call ‘Daily Huddles’. Finding out your team’s recent successes, what they’re stuck on, and what they are currently focusing on through huddles allows more progress and success to flow inside your business.
He explains that everyone should remember that huddles are more than just mere connecting; it is about seeing what everybody is focused on and letting them be motivated for their success. He also remind us not to hold unnecessary meetings, especially when agendas can be settled over emails, but to push through daily huddles because daily huddles take away business hurdles! Listen now because it’s too much of a value bomb to miss!
Key Points From This Episode:
● Whitney talks about how hurdles come with business as it grows.
● What are sight and vision that will be acquired in meetings?
● Whitney shares how much time is wasted on meetings.
● What are the numerous types of meetings based on the book Building an Elite Organization?
● The higher frequency is better: understanding that the more often you do it, the more chance it will get better.
● Whitney talks about the hurdles that people encounter in business.
● Business hurdles; great problem, great thing.
● Whitney shares their etiquette during their meetings.
● What are you focused on today?
● Whitney talks about the things you must focus on as a leader.
● What are you stuck on?
● Whitney talks about how business grows and how leaders become better at it.
Tweetables:
“Encourage your team members to share personal successes. That is fine. It just encourages better culture and care.”— Whitney Sewell
“There's so much value in that few seconds of each of your employees sharing about what they're focused on today.” — Whitney Sewell
“We desire to have a better culture, as we desire to have better communication” — Whitney Sewell
Links Mentioned in Today’s Episode:
Whitney Sewell on Facebook
Whitney Sewell on Linkedin
Whitney Sewell on Twitter
Whitney Sewell on Instagram
Building an Elite Organization | Don Wenner
About Whitney SewellFounder of Life Bridge Capital LLC, Whitney began his real estate investing career in 2009. Whitney’s passion is working with investors, helping them secure financial security via the exceptional opportunities that multifamily syndication offers. Whitney hosts The Real Estate Syndication Show, a daily podcast where he has now interviewed over 1400 experts providing cutting-edge tools and strategies for the syndication business.
Whitney and his wife, Chelsea, are on a mission to help other families through the process of adoption. They have personally endured the financial burdens that the process puts on families and have committed 50% of their profits to this goal through The Life Bridge Foundation.
Today, John Rickgarn shares what he has done to achieve financial success. John talks about how he fixed his finances to earn passively and, at the same time, the mindset shift that led him to invest in his first fourplex. He also emphasizes the importance of learning something every day.
Bryce Robertson traces his journey to what he calls the freedom trinity. He said he turned a life of mediocrity into one of true success and freedom. Now, Bryce passes on the “how-to formula” so others can attain this same kind of freedom. Listen now and learn how you can achieve financial success one step at a time!
Key Points From This Episode:
- John talks about his background and his expertise in real estate.
- John elaborates on how he fixed his finances and earned passively.
- What was his change of mindset for his fourplex?
- The difference between buying smaller multifamily units versus passive investment.
- John's networks with other investors and infinite returns.
- Why did Bryce focus on real estate after trying other ways of making money?
- Concentrating on mobile home parks as a property asset class.
- How did Bryce pull off his first syndicated deal?
- Bryce reveals what he considers as foundational skills of a successful entrepreneur.
- Bryce explains the freedom trinity - financial, time, and location freedom.
- Bryce shares practical strategies and tactics that have helped him achieve business success.
Links Mentioned in Today’s Episode:
John Rickgarn on LinkedIn
John Rickgarn on Facebook
Bryce Robertson on LinkedIn
Freedom Hack Radio YouTube Channel
Buy 10,000 Miles to the American Dream: Our Story of Financial Freedom on Amazon
About John Rickgarn
From an early age, John had worked hard, saved money, and “invested for the long term.” He opened an IRA at age 18, first contributed to a 401k at 19, and at one point contributed 15% of his earnings to his retirement accounts. All the “right things” were touted by David Bach, Suze Orman, and Dave Ramsey.
But in late 2014, John realized this path may not work. After all, both of his parents had died of cancer in their 50’s by the time he was 16. Why was he deferring so much of his income and much of his LIFE to a later date that wasn’t guaranteed?
In 2016, he stopped contributing to his IRA, cut his contributions to his 401k by 2/3rds, and bought his first investment property, a four-plex, via pulling money OUT of his Roth IRA for the down payment. By 2019, he left his high-paying sales job of 12 years to pursue real estate full-time.
Since then, he has expanded his real estate portfolio to four states and invested in stocks, options, cryptocurrency, notes, and real estate syndications.
In 2020, he started his own blog and website, www.wealthandfreedomnexus.com to share his journey and educate others on financial education for their financial freedom.
About Bryce Robertson
Bryce Robertson's “Your Real Estate Mate” is an Aussie-born real estate investing entrepreneur, #1 international bestselling author, world traveler, and adventurer.
Bryce began his investing career with a negative net worth, unseasoned credit, and a mere $2,000 in the bank. Having raised millions of dollars and a culmination of success in mobile home park investing, Bryce lives the freedom trinity of financial, time, and location freedom.
This episode highlights two great conversations with Darin Batchelder and Denise Piazza. They will share how they scaled from passive to active real estate investments. Darin has a diverse background as a CPA, software sales executive, capital markets, loan trading, business owner, to multifamily syndication. He shares about the run-up to that first deal, including finding the perfect partner – someone more experienced from whom he learned a lot and who gave additional credibility to the deal. He also walks us through the process of starting out with passive investment to active investment by becoming a deal sponsor.
Denise Piazza started both passive and active investments across multiple asset classes. Then she developed a passion for multifamily space and pursued a more active role as GP. In this episode, Denise details four things that have helped accelerate her transition from passive to active. She mentioned the importance of finding the right mentor with the complementary skill sets to hers, being disciplined and willing to sacrifice, and transparent.
Key Points From This Episode:
- The value of starting off investing passively in other people’s deals.
- The need to fully understand agreements and communications from deal sponsors.
- It is more advantageous to invest in the multifamily asset class than in the stock market.
- Darin’s process of becoming a sponsor in his own right and learning to push through fear.
- The importance of building relationships with the broker community.
- Key considerations that might help you close that first deal, including the partner you choose.
- One of the most important aspects that accelerated Denise’s success in playing a role as a co-GP is her mentorship.
- Why did Denise go from passive to active investment?
- What helped accelerate her transition from passive to active?
Links Mentioned in Today’s Episode:
Darin Batchelder Multifamily Real Estate Investing Show
Darin Batchelder’s website
Main Line Capital Advisors website
Email Denise Piazza
About Darin Batchelder
Darin Batchelder is an entrepreneur, multifamily syndicator, real estate investor, and the owner of TZK Capital. From trading loan portfolios to syndicating multifamily deals, Darin has a diverse background as a CPA, software sales executive, capital markets, loan trading, business, and multifamily syndication. He has been the lead sponsor on 76 unit townhome community, key principal on FNMA non-recourse loan on 154 unit apartment community, and limited partner in 14 properties with 3,944 multifamily units.
About Denise Piazza
Denise Piazza has 20 years of accounting, finance, and risk management experience and has managed teams of 30+ employees. Denise has held several finance and accounting roles with top Fortune 100 companies on teams managing over $1B in acquisitions, joint ventures and disposition of assets. Her experience in finance and accounting has made her highly skilled in analyzing data and developing financial models. Denise has been investing in real estate for close to ten years in various asset classes as an active and passive investor. Her experience with multiple asset classes has led to her passion for investing in multifamily assets and educating professionals on the benefits of diversifying their portfolios with assets that provide strong, predictable returns. She is now a limited partner in close to 1,200 units of multifamily assets. She runs a monthly real estate investing meetup group in Wayne, PA.
Buying a property is a good investment. There’s steady cash flow, tax breaks and property value appreciation. For many, taking private debt is necessary to finance real estate purchases, but not a lot of buyers are aware of what loan is best for them.
In today’s episode, real estate investor Will Coleman educates listeners on the different types of loans used to finance real estate investments. Plus, he’ll share what private debt is, and what are the advantages of investing into a private money fund.
Key Points From This Episode:
- How Will got into the multifamily business
- What are the different types of loans for real estate investors
- How his company structures loans for borrowers
- The main benefits of investing into a private money fund
- How his company selects the markets that they are lending to
- How he conducts investor relations
- What lessons he learned in the industry
- The one habit that has contributed to his success
Tweetables:
“The importance of communication is probably the main skill set.”
“We're kind of a private lender that can do short-term bridge financing on real estate.”
“The main thing we're doing is keeping a very close eye on recent comps.”
“We do have all of our borrowers sign a personal guarantee. And then just making sure that even if it sells for five to 10%, less than what we think it will sell for, the borrower still makes money.”
“Get advice and feedback from as many potential future customers as possible before spending any time on building the business or the product or the idea.”
Links Mentioned in Today’s Episode:
UrbanGate Capital
will@urbangatecapital.com
About Will Coleman
Will Coleman is the Founder and Chief Executive of UrbanGate Capital where he is in charge of operations and investor relations. Prior to this, he worked as the Director of Finance at commercial brokerage firm RAND Commercial Real Estate and a Credit Analyst at City Bank.
Will earned a business administration degree from Liberty University where he has also served as a soccer coach since 2013.
There’s nothing more challenging yet exciting at the same time when one gets started in multifamily investing. Some may find success too elusive, while others can easily realize multiple revenue streams once they start dipping their toes into the waters.
In today’s episode, real estate investor Maggie Cheung shares how she successfully built a real estate portfolio at a faster pace when she was just getting started in multifamily investing. Plus, she’ll share the best tips when approaching a broker and why mentorship has played a big role in her real estate career.
Key Points From This Episode:
- How Maggie transitioned from a career in auditing to a full-time real estate investor
- What are the top tips when talking to a broker
- What is the difference between underwriting today from a year ago
- What are the biggest challenges in her business
- What is the best source for meeting investors today
- What are her best tips for passive investors
- What are the metrics that she uses to track her success in the industry
- How she gives back to the community
Tweetables:
“Persistence, determination, never giving up… So just seeing through and just do the work, you'll get the results.”
“I completely 100% believe in daily habits, because that's how I was able to kind of continue doing 150 deals, underwritten 150 deals and still think that there is a result somewhere.”
“I still like to do a little bit of old-school meeting, meeting in conferences.”
“I think cashback checks are important. So that's what we're focused on right now..”
“The thing is, the books, podcasts, conferences, meetups only will take you so far. So I think internally we know that nobody around us was actually doing the things that we want, I want to do next.”
Links Mentioned in Today’s Episode:
Sage investment Group
maggie@sageinvestingroup.com
About Maggie Cheung
Maggie Cheung is a Managing Partner at Sage Investing Group, where she specializes in passive and active real estate investing. Prior to this, she provided risk management services at The New York Times, Goldman Sachs and Morgan Stanley.
Maggie earned an accounting degree with a minor in management information systems from the University of Delaware. She is also a Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE).
People change their minds each time they choose to do something a little different—good or bad. In today’s episode, be motivated by how Rich Fettke shares how mindset can change your financial freedom, even in small daily actions. He also talks about how someone’s mindset can overcome fear; we start to believe in ourselves more, and our confidence grows.
What’s exciting about this episode is when listeners get to know how powerful our subconscious mindset is. You also wouldn’t like to miss when he talks about his strategies and techniques for becoming a passive investor and how he effectively grows his business!
Key Points From This Episode:
- Is the thought process that helps people to change?
- Small daily actions for betterment; educating yourself, staying disciplined on doing what it is, and living the way people want to live.
- What is Neuroplasticity?
- Rich talks about how Mylon works.
- How do small daily actions create huge results?
- Rich shares strategies to overcome fears and negativity in financial freedom.
- How does the subconscious mind become more powerful than the conscious mind?
- Fear is born with people; it's doing its best to keep people safe.
- How do you handle failed decisions internally?
- Rich shares his ways to improve business.
- Passive Investor—Understand the team.
Tweetables:
“So we actually are changing our brain. Each time you make a choice to do something a little different. Whether that be something good or something bad, it could be a good habit or a bad habit. ”— Rich Fettke
“And over time, we start to change our mindset. We start to believe in ourselves more. Our confidence grows.” — Rich Fettke
“You've done this thing every day, whether it's reading books or educating yourself in some way, or even in your case years ago, exercising, right? It may only be 20, 30 minutes a day, but you know what, a few months later, you start to see some results.” —Whitney Sewell
“I work at this and make small, incremental improvements daily; that man builds up to big things.” —Whitney Sewell
“We know that fear lives in our subconscious mind, and the subconscious mind is way more powerful than this conscious mind.”— Rich Fettke
Links Mentioned in Today’s Episode:
RealWealth™ (fka Network) | Real Estate Investing Simplified
The Wise Investor Book
Rich Dad Poor Dad: What the Rich Teach Their Kids About Money …
Gabriel Ottigen: Rethinking Positive Thinking Book
No Excuses!: The Power of Self-Discipline Book
Real wealth is not just having money but also the freedom to live life on your terms. So real wealth to people is being able to do what you want when you want with the people you want to be with and enjoy each moment. In today’s episode, be moved by how Rich Fettke sees life as more than money but by knowing what real wealth is.
He also mentions how people become less effective, rooted in creating a lot of stress by making money, and how to avoid getting trapped in this. Listen and get coached as Rich explains that wealth goes beyond the money piece and how he started to invest in brand new builds and single-family homes using a holistic approach. Tune in and let’s get that holistic investment growing!
Key Points From This Episode:
- What is real wealth?
- Rich shares how people get blinded by the success trap as they try to make money.
- Rich shares how they started to buy investment properties, single-family homes and brand new builds.
- How to not fall into the “If I have money, I’m gonna be happier” trap?
- Different tips on finding mentors for life.
- Rich shares why people should not acquire a single-minded focus.
- Rich talks about the differences among mentors, consultants, and coaches.
- How do liabilities and assets are mentioned in The Wise Investor book?
- Who are the assets and liabilities in your life?
- How do wealthy people think, and how do poor people think?
- Rich talks about how people need to be particular about what they are telling themselves.
Tweetables:
“I do need some to set some goals around this area of my life.” — Rich Fettke
“So if you want to be a more successful investor, if you want to create beyond greater wealth, you have to focus on all these different areas of life. ”— Rich Fettke
“I think that having a coach is absolutely vital to really take your life and your business to the next level.” — Rich Fettke
“Fortunately or unfortunately, at times, we believe so much of what we tell ourselves“ —Whitney Sewell
Links Mentioned in Today’s Episode:
Real Wealth's Website
Rich Fettke's Linkedin
Rich Fettke's Facebook
Rich Fettke's Instagram
Real Wealth's Twitter
The Wise Investor Book
Rich Dad, Poor Dad Book
About Rich Fettke
Rich Fettke is the Co-CEO of Real Wealth Network, a 3-time Inc. 5000 ranked real estate investment company with 22 employees and over 46,000 members. Rich oversees the marketing and business development at RWN. He is passionate about developing the company's team and systems, and is always looking for new ways to bring good people to the Network. A licensed real estate broker and investor, Rich is also the former CEO of a large health club franchise. As a Master Certified Business Coach and the author of Extreme Success (Simon & Schuster, 2002), Rich has been featured in such media as USA Today, Entrepreneur Magazine and the Wall Street Journal. With a love for adventure sports, Rich has competed in the ESPN X-Games
All stories are so compelling and inspiring that they are worthy of being heard by a wise investor. In today’s episode, be inspired by how Rich Fettke became part of everyone’s lives by helping them buy their first investment properties, single-family homes, and brand-new builds.
He also shares with us how powerful people become when they are aware of where their money goes – when people have financial statements. What’s moving about this episode is when Rich talks about taking the first steps of their journey, how he learned from every person they met, and the reasons that allowed them to build Real Wealth Group, which has now helped over 66,000 people to be financially independent. Don't miss it!
Key Points From This Episode:
- Rich shares his struggles as a student and how the training helped him to build discipline and envision success.
- Real estate opportunities come to life on their worst days.
- Rich shares how they started to buy investment properties, single-family homes and brand new builds.
- How did Rich and Kath form the Real Wealth Group?
- Rich shares his pushbacks and how he overcomes those.
- Life-changing decision: to start a business.
- How do Rich’s decisions help him as a parent?
- Rich shares his intentions and why he wrote the book The Wise Investor.
- How is sharing a story connected to financial freedom, business, and real estate investment?
- What is a lifestyle creep?
- How to manage and track personal expenses?
Tweetables:
“I would look at these places and say, ‘We could do it better. I could do it better.’” — Rich Fettke
“And it was hard, those first couple of years were a grind, but we came through and made it happen.”— Rich Fettke
“Asking the question, realizing that people are creative, that people are resourceful, that people can find out their answers, whether they need to, whether through books or podcasts or finding a mentor.” — Rich Fettke
"I wanted to write a compelling story that was a page-turner that could share the lessons and emotionalize the information. That's what a story does." —Rich Fettke
Links Mentioned in Today’s Episode:
Real Wealth's Website
Rich Fettke's Linkedin
Rich Fettke's Facebook
Rich Fettke's Instagram
Real Wealth's Twitter
About Rich Fettke
Rich Fettke is the Co-CEO of Real Wealth Network, a 3-time Inc. 5000 ranked real estate investment company with 22 employees and over 46,000 members. Rich oversees the marketing and business development at RWN. He is passionate about developing the company's team and systems and is always looking for new ways to bring good people to the Network. A licensed real estate broker and investor, Rich is a former CEO of a large health club franchise. As a Master Certified Business Coach and the author of Extreme Success (Simon & Schuster, 2002), Rich has been featured in such media as USA Today, Entrepreneur Magazine, and the Wall Street Journal. With a love for adventure sports, Rich has competed in the ESPN X-Games and is a record-holding bungee jumper, skydiver, rock climber, skier and surfer. He is happily married to his Co-CEO, Kathy Fettke, and they have also co-parented two wonderful daughters.
If you’re in the process of choosing between single-family and multifamily investments, this episode is for you. We interviewed J Scott, the former host of the top-rated BiggerPockets Business Podcast. J left the corporate world and entered the real estate industry through single-family investments. After over ten years, he switched his focus from single-family to multifamily space. J got into multifamily because he wanted to deploy his capital and maintain control. He looked at the economic indicators and saw that multifamily investments were poised to do well over the next few years.
We also interviewed Sterling White, who currently manages over $10MM in capital deployed across a $26MM real estate portfolio comprised of multifamily apartments and single-family homes. According to Sterling, single-family is an excellent start because it has a lower barrier of entry. But if you are looking for a more scalable model, consider putting your dollars in multifamily investments. Listen now to this insightful episode!
Key Points From This Episode:
- More about J Scott’s transition from single-family to multifamily.
- The benefits of investing in multifamily syndications.
- Why multifamily is a great investment vehicle.
- The effect of inflation on multifamily investments.
- How to underwrite deals in today’s market.
- Single-family and multifamily investments and the housing shortage.
- Single-family and multifamily in terms of economies of scale.
- Single-family is an investment. Multifamily is a business.
- A sample computation of cap rate, ROI, and NOI.
Links Mentioned in Today’s Episode:
ConnectWithJScott.com
J Scott on Instagram
J Scott on Facebook
J Scott on Linkedin
J Scott on Twitter
J Scott on Youtube
The Book on Flipping Houses by J Scott
Sterling White website
Sterling White on YouTube
Sterling White on LinkedIn
About J Scott
J Scott (he goes by “J”) is an entrepreneur, investor, advisor, and author. An engineer and business guy by education, J spent much of his early career in Silicon Valley (California), where he held management positions at several Fortune 500 companies, including Microsoft and eBay.
J is a partner at Bar Down Investments, focusing on purchasing and repositioning large multifamily projects. He is the former host of the top-rated BiggerPockets Business Podcast and is the author of four books on real estate investing, including the best-selling, The Book on Flipping Houses. His books have sold over 300,000 copies in the past six years and have helped investors from around the world get their start with real estate.
About Sterling White
With just under a decade of experience in the real estate industry, Sterling currently manages over $10MM in capital deployed across a $26MM real estate portfolio made up of multifamily apartments and single-family homes. Through the company he co-founded, Holdfolio, he owns just under 500 units. Sterling was featured on the BiggerPockets Podcast Episode #308 and has been contributing content to BiggerPockets since 2014, with over 200 posts on topics ranging from single-family investing and apartment investing to mindset and scaling a business online.
Our guest, Brian Adams, is the president and founder of Excelsior Capital. He spearheads investor relations in the capital markets arm of the firm. Brian realized that he needed to develop a strong investor relations strategy because investor relations is the vehicle that enables an operator or syndicator to make investments. In this episode, he’ll share how he developed strong investor relations in their business that helped him succeed in raising capital.
Today, we also speak to Michael Episcope of Origin Investments. Michael shares how creating a strong investor relations department helped them scale up their business. They raised a $100 million fund in just over four and a half months because of their excellent investor relations strategy, aside from effective communication and marketing. Michael also emphasizes being transparent is crucial because it means being open, honest, and authentic to your investor. Listen now and find out why you must take care of your investors well.
Working with clients' ambitions and visions is an excellent deal an investor could have. In today's episode, be inspired by how Tilden Moschetti helps people syndicate law firms, and grow balance syndicators and private equity firms.
He shares with us how helpful it is to know about growing real estate investment and securing every turn and taking it with a legal perspective. He also talks about people who succeed with stable investment and being an attorney—secure your healthy mindset. Don't miss this episode and find out what really is ‘successful’ people!
It is interesting to realize how people can be great at something they are not working full time at. Pranay Parikh’s unconventional journey to medicine helped him learn the skills to excel in entrepreneurship and real estate. In today’s episode, be inspired by how he helped people launch seven-figure online courses by over 150 million in real estate and helped hundreds of physicians launch their businesses.
He also shares with us what power you hold when you have the ability to talk to people, the deals he’s constantly been on, and what he does to grow them. What’s more inspiring is that we do not have to be great at everything. We just have to find where we are good at and improve from that. Seek your inner self and listen here!
Key Points From This Episode:
- Pranay shares how to be smart about your money.
- Cent Equity Group: The seven-figure course about investing in real estate with being a landlord.
- Why Pranay pursued real estate; Why not be a doctor?
- How do I introduce myself to the syndication business?
- Pranay shares his techniques on how to let the scale grow faster.
- How did Pranay start his brand?
- How to juggle different things while working full-time as a doctor?
- Pranay shares techniques on how to be better at your decisions in making 4 unit to 150 million investments in real estate.
- Pranay speaks about the power of talking to people.
- Pranay shares about what types of deals he has been doing and how it is growing.
- What would you do differently on your first deal?
- Pranay explains agency debt and the debt market.
- What are the challenges that we could be facing in the business?
Tweetables:
“It's funny that they say you're an overnight success, but it takes 10 years into making.” — Pranay Parikh
“And what we tell people is that real estate gets you. It gets you freedom and not freedom from medicine, but freedom to practice medicine in the way you want.” — Pranay Parikh
“You can find time.”— Pranay Parikh
“It's like doing what nobody else does now, so you can do what nobody else can do later.” — Dave Ramsey
“ And also when you're working on something that's exciting and different from your day job, even though it's more work, it's invigorating. “ — Pranay Parikh
Links Mentioned in Today’s Episode:
Ascent Equity Group website
Pranay Parikh's personal website
Pranay Parikh M.D. on LinkedIn
Pranay Parikh M.D. on Facebook
Send an email to Pranay Parikh.
From MD to Entrepreneur podcast
About Pranay Parikh
Dr. Pranay Parikh is a medical doctor, serial entrepreneur, online course creator, and podcast host. His unconventional journey to medicine helped him learn the skills to excel in entrepreneurship. He’s helped launch a 7-figure online course on passive real estate, buy over $150 million in real estate, and help hundreds of physicians launch their own businesses. He helps doctors invest passively in real estate through the Ascent Equity Group.
Private equity real estate funds are considered excellent entry points into commercial real estate investing. Similar to syndication, investors will pool together capital, but instead of acquiring one single property, capital will be used to invest across multiple assets in a fund. But, did you know that with advances in technology, fund managers are now able to customize private equity funds and offer various options for investors to choose from based on their needs, skills, experience and capital?
In our concluding episode with Philippe Schulligen, we talk about customizing private equity real estate funds. We’ll go in-depth on what a fund is, how they customize a fund and its advantages for operators or fund managers and passive investors alike. Catch it now and find out if a customized private equity fund better suits your investment goals.
Key Points From This Episode:
- What led Philippe to start a fund?
- What is a customizable private equity real estate fund and why Philippe decided to focus on it?
- What are the advantages of a customizable private equity fund for investors?
- What’s the process of passive investing in a customizable private equity fund?
- What are the advantages of a customizable private equity fund for operators?
- What's Philippe’s best source for meeting new investors?
- Daily habits that have produced the highest return for Philippe and the number one thing that has contributed to his success.
- How Philippe gives back and his contact details.
Tweetables:
“That is the power of the fund; it’s going to offer you diversification as an investor.”
“You have to think about it as super syndication. Instead of one syndication for one asset, in a fund, you can have multiple assets, and you can invest in different ways into different assets.”
“It’s very similar to investing in separate syndications, except, it's like a one-stop shop.”
“A customizable private equity real estate fund is a good solution for investors to be able to diversify their investments and build a relationship with one team, rely on us to vet separate deals, separate sponsors on their behalf.”
“It will take hundreds of deals for you to review until you find a deal that will fit. So, you have to be patient, keep at it, and eventually, you will find an opportunity.”
Links Mentioned in Today’s Episode:
Boost Capital Group
Philippe Schulligen on LinkedIn
Send Philippe an email
About Philippe Schulligen
Philippe is co-founder of Boost Capital Group, a firm dedicated to helping busy professionals and parents who want to preserve and boost their capital through passive real estate investments.
Prior to that, Philippe founded Five Five Five Ventures where he gained first-hand experience in commercial multifamily real estate acquisitions, syndications, assets management, and dispositions. He has acquired 2,400+ units, a $140M+ portfolio and contributed to raising $29M from investors.
Philippe also shares his experience with new entrepreneurs as a mentor, and with investors and sponsors/operators as an advisor for analyzing deals.
Before being full-time in real estate, Philippe worked a corporate job in the business and military aircraft industry in project and team management positions for over 20 years. He holds a master’s degree in science – mechanical engineering.
How do you decide whether a real estate syndication investment is suitable for you? Before investing your money in a syndication deal, you, as a passive investor, should clear your mind of major worries by asking the operator the right questions until you are confident that the investment makes sense. So, take the time to do your due diligence, conduct research, and ask the right questions upfront.
Our second episode with Philippe Schulligen offers insight and practical advice in evaluating operators and syndication investment offers. Philippe details accountabilities to be expected from an operator while the passive investors must assume some responsibilities as well. Hear how deals can be structured, some systems of distribution of returns, and how you can diversify your investments. It’s #TechAndTacticsTuesday and we’re here to help you learn the right questions to ask before investing in real estate syndication.
Key Points From This Episode:
- Philippe talks about the responsibilities of the operator in syndication.
- What are the responsibilities of the passive investor investing in syndication?
- What is a PPM or Private Placement Memorandum?
- How can a syndication deal be structured?
- How should a passive investor evaluate and select a deal structure?
- How you can diversify your investments in different markets?
- What's Philippe’s worst real estate failure?
- Philippe’s contact details.
Tweetables:
“If you don't want all your eggs in the same basket, you don't want to keep investing with the same sponsor over and over again because they're going to be in the same market."
“That's probably the ultimate way to provide an incentive to the general partners, to have the deal perform very well.”
“It becomes interesting to go and work with different sponsors which are in different markets, or with groups who are working as co-sponsors with these experienced sponsors in different markets. That's how you can diversify your investments.”
“Stay on top of the deal by reading the monthly update.”
Links Mentioned in Today’s Episode:
Boost Capital Group
Philippe Schulligen on LinkedIn
Send Philippe an email.
About Philippe Schulligen
Philippe is co-founder of Boost Capital Group, a firm dedicated to helping busy professionals and parents who want to preserve and boost their capital through passive real estate investments.
Prior to that, Philippe founded Five Five Five Ventures where he gained first-hand experience in commercial multifamily real estate acquisitions, syndications, assets management, and dispositions. He has acquired 2,400+ units, a $140M+ portfolio and contributed to raising $29M from investors.
Philippe also shares his experience with new entrepreneurs as a mentor, and with investors and sponsors/operators as an advisor for analyzing deals.
Before being full-time in real estate, Philippe worked a corporate job in the business and military aircraft industry in project and team management positions for over 20 years. He holds a master’s degree in science – mechanical engineering.
It’s a common path for real estate entrepreneurs to begin their investing journey in smaller properties such as turnkey single-family homes, rentals and fix and flips. Eventually, most investors switch to multifamily syndication. What could be their reason for doing so?
In the first episode of our three-part series with Philippe Schulligen of Boost Capital Group, we talk about the path he took toward multifamily syndication. Philippe shares what made him switch to syndication and the process that he went through to acquire a significant portfolio in a short period. He goes into detail explaining what syndication is. If you’re a newcomer trying to get a foot into the syndication door, this is for you!
Key Points From This Episode:
- Philippe’s personal background, his initial ventures in stocks, and his eventual shift to real estate.
- Why Philippe switched from single-family rentals to multifamily syndication.
- How Philippe learned syndication.
- How attending a course helped Philippe start his multifamily syndication business.
- How Philippe found his first syndication deal.
- How to put together a team and pool the earnest money to secure a deal.
- What’s the most valuable lesson that Philippe learned from his first syndication deal?
- Philippe explains what syndication is.
- Philippe makes the case for investing passively in real estate syndication.
- Philippe’s contact details.
Tweetables:
“The most valuable of all of that experience is that it introduced me to the industry, to the players in the industry.”
“Syndication is a very good option to secure returns compared to other avenues such as the stock market.”
“Real estate syndication or real estate, in general, provides higher returns and with less volatility compared to the stock market.”
Links Mentioned in Today’s Episode:
Boost Capital Group
Philippe Schulligen on LinkedIn
Send Philippe an email
About Philippe Schulligen
Philippe is co-founder of Boost Capital Group, a firm dedicated to helping busy professionals and parents who want to preserve and boost their capital through passive real estate investments.
Prior to that, Philippe founded Five Five Five Ventures where he gained first-hand experience in commercial multifamily real estate acquisitions, syndications, assets management, and dispositions. He has acquired 2,400+ units, a $140M+ portfolio and contributed to raising $29M from investors.
Philippe also shares his experience with new entrepreneurs as a mentor, and with investors and sponsors/operators as an advisor for analyzing deals.
Before being full-time in real estate, Philippe worked a corporate job in the business and military aircraft industry in project and team management positions for over 20 years. He holds a master’s degree in science – mechanical engineering.
Getting clear on your goals and taking actionable steps to get to them is a surefire way to scale your business. As someone with over ten years of industry experience, our guest, Charles Carillo, has learned many scaling lessons and shares those learnings with us. Charles also talks about his use of virtual assistants and how they have helped his growth. Training people can be frustrating, but the rewards could be great if you stick to it. By getting those low-level tasks off your plate, you are then in a position to work on those high-ticket items.
Adam Craig, the co-founder of CLE Real Estate Group, struggled to find new investors beyond his family and friends. He realized he needed to sharpen his skills and professionalize business systems to attract investors and grow his business. Listen to Adam talk about this process and more in this episode.
Key Points From This Episode:
- Get to know Charles and his real estate journey so far.
- The lessons that Charles learned from self-managing his property.
- Some of the things Charles would have done differently looking back.
- Small, daily actionable steps to take to work towards your goal.
- Getting low-level tasks off your plate and how Charles has used VAs for this.
- How Charles has been able to scale his business successfully.
- Charle’s advice on finding good partners that you want to work with.
- How Adam uses social media to expand his network in syndication.
- Adam’s difficulty in finding investors after his initial family-and-friends investor deals.
- How Adam sharpened his business practices to overcome the investor sourcing difficulty.
- How the pandemic affected Adam’s commercial real estate business.
Links Mentioned in Today’s Episode:
Charles Carillo
Schedule A Call with Charles
Charles Carillo on Twitter
Charles Carillo on LinkedIn
Harborside Partners
CLE Real Estate Group website
Adam Craig on Instagram
About Charles Carillo
Charles Carillo is a licensed Florida real estate professional, an Eagle Scout, and first became a multifamily real estate investor in 2006. He is originally from a small town in Connecticut and moved to Florida in 2012. While growing up, his father owned dozens of commercial and multifamily properties that he self-managed with a small team. During college, he started an online payment business which took him to dozens of countries in Europe and Asia to meet partners and clients, forging his passion for traveling. He ran his online business full-time until 2016 when he switched focus to his real estate investing company, Harborside Partners, a real estate syndication company that offers other active investors and passive investors alike the ability to purchase larger, more profitable assets. Charles also hosts a podcast called Global Investors Podcast.
About Adam Craig
Adam is the founding member of CLE Real Estate Group, a real estate investment company located just outside Cleveland, OH. After earning a B.A. in finance from Kent State University, Adam began to peruse his passion for real estate investing. Since 2013, Adam has closed more than 70 deals and accumulated a rental portfolio topping 8 million dollars in residential and commercial real estate. A genuine passion and enthusiasm for real estate investing is the key to Adam’s success.
Melanie McDaniel speaks on how to raise capital. According to her, success in capital raising and real estate, in general, does not happen overnight. She says one needs to be consistent and persistent to succeed in the industry. She also highlights how focusing on capital raising enables her to scale.
Peter Halm, president of Vineyard Investment Partners, an experienced capital raiser and investment deals originator, shares some time-tested techniques and novel tools that helped his company raise capital. Listen to the conversation to discover new insights and learn key tips to avoid common pitfalls in raising investment money.
Key Points From This Episode:
- Taking somebody’s hard-earned money to invest in a deal is a huge task.
- Melanie emphasizes the need to find an institutional-grade underwriter.
- It takes time to find the best deal to raise capital for.
- For Melanie, building relationships is the first key to finding investors and raising capital.
- Be consistent and persistent and show the investors that you know what you’re doing to earn their trust.
- Going to conferences is a great way to meet investors.
- Paul Helm makes sure they have a personal relationship with investors.
- Make investors feel comfortable so they will invest again with you.
- Understand your investors’ personalities.
- Paul uses a personality test called “Bank Code”.
- As a capital-raiser, it is important to meet the needs of your investors.
- Communication is Paul’s number one key to making investors want to come back and invest again.
Links Mentioned in Today’s Episode:
Melanie McDaniel on LinkedIn
Melanie McDaniel on Instagram
Freestyle Capital Group website
Vineyard Investment Partners website
My Bank Code Personality Test
The Money Couple: 5 Money Personalities
Real Estate Investor Goddesses website
About Melanie McDaniel
Melanie is the founder of Freestyle Capital Group, a boutique private equity firm that partners with passive investors to invest in private equity real estate transactions across a variety of recession-resistant asset classes. Melanie offers a boutique experience to her investors and aims to have a personal relationship with each investor-friend.
Melanie's real estate journey began in 2015 when she read Rich Dad, Poor Dad by Robert Kiyosaki. It completely shifted her mindset about money and wealth. She was a law enforcement park ranger at the time, and it took until 2017 for her to prepare to leave the W-2 government job to jump into real estate full time. She started as a real estate agent and went full-time into real estate syndication in early 2020. Melanie owns a 24-unit property in Norfolk, Virginia with partners, she is a limited partner on a 276-unit apartment in Huntsville, Alabama, she is a private equity fund manager, a Co-Sponsor in a luxury residential assisted living portfolio in Dallas, TX, and a Co-GP in an industrial net-lease in Longview, TX.
About Peter Halm
Peter, the “Deal Hunta” Halm is president of Vineyard Investment Partners where he is responsible for finding investment opportunities and forging strategic partnerships. Together with his wife and partner, Monick, they bring groups of investors together to purchase commercial property.
There are many technologies out there that a real estate entrepreneur can utilize to make a project sustainable and at the same time, address the effects of climate change. One of them is 3D print housing which can offer to be more cost-effective, sustainable, and efficient.
In part two of our conversation with Johannes Urpelainen of Oasis Equities, he details how we can utilize 3D print housing in tackling our changing climate, extreme weather conditions, and natural phenomena. He also shares his predictions on the real estate market over the next six to twelve months, the lessons he learned from being a real estate entrepreneur over the years, and his best source for meeting new investors right now. Click the play button now!
Sustainability is a word that is being highlighted now more than ever. It is a fact that our planet faces the challenges of changing climate, extreme weather conditions, and natural phenomenon, and we need to do something to address these. That’s why building sustainable products such as homes is proving to be helpful as no small act is ever small for the planet.
Today, we speak to Johannes Urpelainen of Oasis Equities and he details how we can have sustainable multifamily development that will serve the community and society as a whole. He also talks about the market that he’s in, the reason why we should think about sustainability, and what 3D print housing is. Tune in now and learn about ways you can incorporate sustainability in your multifamily project today!
Are you buying a multifamily investment property? Planning to construct an apartment building? Then you must have already done a market analysis. If not, hit the ground running and conduct market research before taking any step further. Because in real estate investing, analyzing markets is the most important element in evaluating investments that form the basis of every calculation and decision that follows.
We conclude our 3-part series with Amy Sylvis of Sylvis Capital with this episode dedicated to market analysis and deal acquisition. Amy shares how she learned to analyze markets for deal acquisition and reveals her sources of research data and information. She goes through the process of the market study, points out red flags, and updates us with current trends that syndicators should be aware of. If you want to be confident in making decisions on deals, listen now because this is for you!
Breaking into the real estate syndication business is not easy. It takes time, persistence, patience, and a lot of hard work. While educating yourself about the business and the industry is non-negotiable, it is also crucial to get to know and work with people who have gained extensive experience and expertise in their field. But, is there a way to fast-track your entry into real estate investing?
In this week’s #TechAndTacticsTuesday episode, we continue our conversation with Amy Sylvis of Sylvis Capital. Amy spent ten years trying to get into the real estate investing business only to be met by failure over and over again hindered by a debilitating medical condition. When she finally gets her big break, she earned her series of wins. Listen to our conversation and learn how Amy jumpstarted her career in real estate after a series of misfires. She’s learned the lessons and now she shares them with us. Click now and listen!
For most of us, especially the newcomers in the business, real estate investing can cause several levels of fear that often incapacitates us to take action. If you have educated yourself about the business, studied the market, and created your team, then what’s holding you back from taking action? Of course, there are many real estate hurdles to overcome, but, think about it; if you’re in tip-top health and free of any debilitating illness, you’ve already hurdled one major obstacle to real estate success.
Imagine then if you’re a person living with cystic fibrosis preordained by doctors to live only through your teens? Our guest today, Amy Sylvis of Sylvis Capital, has been living through that. Diagnosed at birth with a medical condition that severely incapacitates her lungs and frequently lands her in the hospital for weeks on end, Amy has had more trials to face in life than most of us have. Yet, she continues to defy the odds, works doubly hard and perseveres to achieve her goals, and has found success in real estate. Let’s listen to her story and be inspired!
Syndication is different from a fund. There are particular circumstances under which it makes more sense to go with a fund. So what are the differences between a fund and syndication, along with the similarities between the two? We answer those questions in today’s #Highlights episode with Brian Hamrick and Michael Episcope.
Brian highlights the fact that returns from funds will always be different and that it is so important that you and your investors are on the same page. Meanwhile, Michael details how they structure their funds – income plus fund and QOZ and he emphasizes the need to create a better fund structure and meet the market demand. Listen now and learn how to build your fund today!
Nowadays, there is much technology available to make your business efficient and effective. In today’s #Highlights episode, we look back at our conversations with entrepreneurs Corinn Altomare and Dylan Marma as they share the technology they leverage for their real estate business.
Corinn talks about the two of the foremost software platforms she relies on – Propertyware and ShowMojo, she said that not only do these systems optimize work time, but also provide her with peace of mind. Meanwhile, Dylan shares some of the project management, email management, customer relationship management, property management, storage, and deal management software that he has in his tech stack, and how he uses them to boost the performance of his business. Tune in now and find out what tech you can use today for your business needs!
How do you avoid doing a mistake as a passive investor in real estate investing? What are the dos and don’ts that you need to know before you put your funds in a deal? Today, our guest, Matt Hansen of Hansen Holdings breaks down things that will help you avoid some mistakes in syndication and he gives tips on how to be a successful passive investor.
Matt starts by sharing how he went from being a corporate executive who was investing in Wall Street to retiring from the job and investing in real estate multifamily syndication full-time. He then shares some mistakes he made that he thinks one can learn from and try to avoid as well. He emphasizes the need to know yourself, focus on one thing first then start from there, and do it at your pace. Enjoy the show!
We all know how location is key to every real estate investment’s success. But it raises the question: how exactly do investors find good locations and evaluate the market or submarket for potential investment opportunities? In multifamily, in particular, what would be considered the best submarket? And why are some markets considered “hotter” than others?
In the concluding episode of our series with Michael Zaransky of MZ Capital Partners, we home in on the process of selecting a location for ground-up multifamily projects. Michael offers ideas on the factors to consider when doing a market or a submarket review, what to do during a location visit, and where to source data to expand your research of the submarket. If you’re serious about finding the best submarket for your multifamily investment, this is for you!
As apartment developers, one crucial task that you have to undertake is to find out what amenities renters in your chosen location want in apartments. Apartment amenities play a major part in enticing potential renters and residents to sign and renew their leases. In as much as we’ve seen radical changes in the way people live, work and play, renters’ need for new facilities and amenities has evolved.
We continue our conversation with Michael Zaransky of MZ Capital Partners today where we explored various apartment amenities that renters look for and want in their buildings. He highlights how the merging of living, work, and leisure spaces for many people gave rise to new needs that have pushed his company to incorporate amenities that address these newfound necessities. Listen now and learn how to choose the right amenities for your building. If you’re keen on attracting high-quality tenants or retaining your residents, this is for you!
Ground-up new construction is a process highly regulated by cities or municipalities. Developers of new construction projects go through a process of presenting their plans to city planning committees or local elected officials and the neighboring community before they can even break ground. When not planned and executed carefully, the approval process can become time-consuming and inefficient, or worse, the developer may end up with a very expensive abandoned project. So, how do you up your chance to win new construction approval?
Continuing our conversation with Michael Zaransky of MZ Capital Partners today, we delve into the various phases of approval for ground-up construction. Michael takes us inside the process highlighting crucial elements, timelines, and relationship-building. He shares their proven recipe for success in winning community and city support. It’s #techandtacticsTuesday so let’s learn some tactics from an expert who has created high-occupancy, innovative and award-winning apartment communities. Click now!
Ground-up construction developments can be too complex, mysterious and intimidating for many real estate investors. Not only do they carry significant risks, they are also multifaceted and can take years to bring from initial planning to construction and ultimately leasing. However, ground-up construction developments can also be the most lucrative type of commercial real estate investment.
Our guest, Michael Zaransky, is here today to demystify what ground-up construction development is. He helps us understand the phase-by-phase process it takes to complete a ground-up construction project with particular attention to the initial stage. He sheds light on the crucial sub-market research, the project timeline, the costs they entail, and more. Learn all these from our subject expert who has created high-occupancy, innovative apartment communities. It’s the first of our 4-part series so don’t miss it!
If there’s one asset class that opened opportunities amid adversity such as the Covid-19 pandemic, that is the hotels. In this #Highlights episode, we feature our conversations again with two Mikes – Mike Zlotnik and Mike Stohler. They both found opportunities in hotels during the pandemic. One is hotel redevelopment and the other is hotel investing.
Mike Zlotnik tells us about how hotels present unmissable opportunities for multifamily redevelopment, as well as the step-by-step process behind acquiring such properties, how to take advantage of location, and the types of operators you should be teaming up with. Meanwhile, Mike Stohler talks about the pros and cons of investing in hotels and also shares the differences between hotel and multifamily investing. Click the play button now!
Multifamily as an asset class has helped many real estate entrepreneurs and investors find success in the industry. There are countless testimonials on this. In this #Highlights episode, we look back at our conversations with real estate entrepreneurs Ellis Hammond and Derek Alexandrenko. The two talk about how multifamily has changed their lives for the better.
Ellis speaks about how his passion for the Lord makes up the story surrounding his work in real estate; it is not his track record but the story that has attracted his tribe toward him and helped his business be so successful. Meanwhile, Derek talks about how he moved from being a general contractor to operating a fund, the details of the fund, and the types of builds they’re focusing on. Enjoy the show!
The commercial real estate industry is ever-changing and ever-evolving. We go through market upswings, economic recessions, financial crises, and downturns that force us to change the way we work to be able to adapt to changes. Never has this been truer than in the past two years when the pandemic has pushed us to commercial real estate and use new and better strategies and technology to stay afloat in the business.
Craig Coppola, our guest today, offers his perspective on the dynamic, ever-shifting industry of real estate. Having spent four decades as a career professional in commercial real estate, Craig has experienced the peaks and valleys of commercial real estate investing, survived market crises, and thrived. He now shares lessons from his remarkable career talking about the best investment he’s ever done, his reading of the current market condition, and how investors can adapt to changes. Listen now and find out how commercial real estate professionals can adopt new technologies to commercial real estate work efficiencies and have the edge over the competition.
Every real estate entrepreneur would agree that investors are an important part of the business. How we build a relationship with them and the way we communicate with them can make or break a particular deal. So what are the strategies you can use to have effective investor communication?
In the last part of our three-part conversation with Peter Richter, he details key investor communication strategies you can use to effectively reach out to your investors. He elaborates on how the first major communication should be done, how photos and visuals can help, and the importance of translating your spreadsheet into a narrative. He also emphasizes the need to have a really good writer in your team so that your communication can be clear, concise, and with substance. He also talks about the things you have to communicate with your investors, the timings, and the tone. Tune in now and gain valuable tips on investor communication!
Communication is crucial in any business. In real estate, the way you communicate with investors can make or break your business. So, what are ways to effectively communicate with your potential and present investors? How can you make sure that you are relaying information that is important to them? How can you avoid spamming them with unnecessary messages?
In the second part of this three-part series, Peter Richter of Interwest Capital is back to discuss how to effectively communicate with investors. Peter talks about how you can build credibility, the process of communication from the start of a deal to when the deal ends, and the importance of communicating the company’s initiatives. He also explains why all investor communications are opportunities. Click the play button now and start acing your investor relations communication!
What are the things that are important to your investors? What should you know about handling your real estate investors? In a real estate business, particularly multifamily syndication, investor relations play a crucial role in the success of the business. It is important to build a relationship with your investors and at the same time earn their trust.
In the first part of this three-part series, we speak to Peter Richter of Interwest Capital. Peter is an investor relations expert who shares his knowledge in this field. Peter starts by sharing the various experiences he had, the biggest challenge he faced so far in his career, and why communication with your investors is vital in the business. He then talks about different strategies to handle stressful and time-sensitive situations. Click the play button now and learn from Peter today!
A big part of succeeding in real estate investing is building your network among fellow investors. Effective networking is essential whether you're just starting out or already an experienced professional in the industry. And because there are plenty of deals to be had almost anywhere, investors need to keep an open mind when meeting people.
In today's episode, Adrian Chuquillangui, CEO and founder of St. Joseph's Capital, shares his secrets on building your network with new investors, developing a routine to combat the demands of a busy lifestyle, and how time blocking has done wonders for him. Listen now and find out more about this active U.S. Coast Guard on duty and real estate syndicator.
There are tangible obstacles that stand in people’s way to becoming wealthy, but a lot of the problem has to do with the way people think about money and wealth generally. In today’s #Highlights episode, we feature our conversations again with entrepreneurs Caleb Guilliams, Russ Morgan, and Joey Mure. They talk about the importance of having a building wealth mindset to really achieve true wealth.
Caleb talks about the ideas that he presents in his book, The AND Asset, and the misconceptions people have about growing their wealth. Meanwhile, Russ and Joey walk us through their four-step process to get people on the path to financial freedom and talk about where people often get stuck. Enjoy the show!
When is the best time to invest in real estate? Most people in the space will tell you that today is the best time to do so. In this #Highlights episode, we look back at our conversations with Lee Yoder and Todd Pultz. The two are entrepreneurs who found success in real estate investing.
Lee talks about how investing was the perfect outlet for his entrepreneurial spirit that also allowed him to focus on the priorities in life – his family and his relationship with God. Meanwhile, Todd walks us through his real estate journey so far, and how having his house foreclosed and his truck towed away in front of his in-laws motivated him to find a way to create a new life for himself. Listen now and be inspired by Lee and Todd’s real estate journey!
It is possible to have a business model wherein you help others and at the same time earn an income. Today, our guest, Ivan Anz of PhilatroInvestors, talks about the importance of investing with a purpose. He details how he’s able to help a lot of people at the same time and allow other people to help as well.
Ivan kickstarts by sharing his journey as an entrepreneur at a very young age. He shares that he grew up in a family of entrepreneurs and how that influenced him today. He also discusses the importance of understanding the difference between a founder and a CEO, the different businesses that he founded, and how he started an international company later on. He then elaborates on what philantroinvesting is, how his business model business is empowering families to secure the lives they want without excessive financial burden, and how he finds investors who share his desire to give back. Listen now and start philantroinvesting today!
It is undeniable that real estate is a good investment and a great way to grow wealth. With carefully selected assets, you can enjoy regular cash flow, high ROI, diversification, and of course, tax advantages. But, did you know that there are tax benefits that you can gain solely from multifamily investment properties?
In the concluding episode of our series with Keith Blackborg, we discuss the tax benefits that multifamily syndicators can enjoy from income-generating properties like apartments. He reveals a number of strategies that operators may use to legally shave dollars off their tax bills. Find out how you can maximize the services of your CPA or tax strategist and make your business more profitable. If you’re a syndicator who wants to take full advantage of your tax benefits from multifamily, click now; this is for you!
Finding investment opportunities is no easy task; sometimes you have to see a hundred deals, pursue ten, then end up with a single investment. But then, making good investment decisions depends on you seeing many deals. That’s why building your deal flow pipeline is crucial if you want to select the best ones that will grow your money.
In the third episode of our series with Keith Blackborg, he shares the process of building a deal flow pipeline so you can find the best investment opportunities that fit your needs. Keith shares various sources of deal flow as well as the criteria he uses for evaluating deals and vetting operators. He goes into detail on what asset types investors should look for and why the management team behind the deal is more important than the project itself. Listen now so you can build the right system for high-quality deal flow!
Done responsibly, investing can be the best way to grow your money and build your wealth over time. With a range of investment options across different assets that come with various types of risks and returns, it is crucial to understand each investment option, its pros and cons, and how they fit into your overall financial plan. Ultimately, what and when you invest plays a huge role in your investing success. But how do you find an investment that best fits you?
In this week’s #TechandTacticsTuesday episode with Keith Blackborg, we talk about the process of finding the best investment opportunities that fit the varied needs of investors. Keith shares investment strategies that will help you make appropriate investment decisions based on your goals and guide you on your journey through investing. Listen until the end and find out where and how Keith finds the best investment prospects, and why you should pursue investment with asymmetrical risks. To hear all these potentially life-changing ideas, join us now!
Picture this: You’ve got a lucrative business working with high-net-worth individuals and your passive income from real estate investments exceeds your living expenses. You can now afford the lifestyle that you’ve always dreamed of and working has become optional. Yes, you’ve achieved financial freedom. But then your business starts to consume you. It eats up your time, snatches your presence, muddles your priorities, and eventually, ruins your relationships. What do you do? Should you quit the business to gain time freedom?
Our conversation today with Keith Blackborg, the first of a 4-part series, opens a discussion about quitting the business to regain the most important aspects of our lives - our relationships. Keith, who, together with his wife, Jessica, became millionaires before turning 30, gained financial freedom in less than a decade of working. With passive income from investments and sizable profits from his business, Keith found out that they bring new sets of challenges and hardships. Listen now and find out how they’ve overcome these challenges and gained time freedom. Learn the process of selling a business and its emotional impact on you as a business owner.
Underwriting is such an essential part of any real estate deal. Effective underwriting can be a tool to find deals that may seem insane at first glance but are actually once-in-a-lifetime opportunities. In today’s #Highlights episode, we share our conversations again with real estate entrepreneurs Walker Meadows and Mason Moreland. They give valuable tips on how to underwrite a deal like an expert.
Walker shares their pre-underwriting work and insights into the underwriting process itself. Meanwhile, Mason shares tips on how he underwrites using Excel and his answers highlight the need for quality over quantity and the power of YouTube learning. Click the play button now!
What are the new real estate lending options you need to know right now? What are the things you can leverage to our advantage to secure your capital? In today’s #Highlights episode, we look back at our conversations with Ian Walsh and James Eng who provided us with great insights about real estate lending.
Ian gives us a glimpse into a private lender's mind, why it is crucial to keep the potential risk in focus throughout the process, and why remaining slightly skeptical is wise. Meanwhile, James provides an overview of how the lending landscape has changed due to COVID and recent rate changes, and he also reveals that while the cost of deals is the same, the cost of debt has gone down. Listen now and learn about real estate lending today!
How do you know it’s time to leave your W2 job to focus on your real estate business? What are the things you need to do to know that you are ready to take on this journey? Today, our returning guest Pam Scarmado of The C.R.E.A.T.E Wealth Network talks about her journey in this space and how why she left her career as an aerospace engineer to become a multifamily investor full-time.
Pam starts by sharing the hardship of changing careers and overcoming that with the support of people around her, especially her spouse. She also talks about mentorship – how to find the right mentor, how you know you need a mentor, and the quality of a good mentor. She then discusses when she knew she need to leave her W2 job, how to overcome fears and doubts, as well as the kind of properties she’s buying and looking for. Click the play button now and enjoy the show!
Cryptocurrencies are getting more attention every day as we enter into a new digital age. Despite the growing popularity, there is also a lot of uncertainty and confusion in the market.
While it’s easy to get caught up in the hype and run head-first without direction — it’s critical to ensure you're informed and understand what you're investing in. Today, Kristine Cranley will share with us the possible risks we might encounter and how to face them head-on! Listen and get educated now to avoid taking the wrong step tomorrow!
Bitcoin mining has already made everyone’s head turn. It has caught the attention of many because of its complex yet interesting system.
In this episode, Kristine Cranley shares every bit of detail about how does it system works, how to produce it, and how to complete it. She elaborated on the possible state of Bitcoin mining year after year and the benefits we can get from simply purchasing it.
Almost everyone has already heard of Bitcoin. But really, what more do we need to know about Bitcoin? Financial adviser, Kristine Cranley, shares her insights and educates about what to do before investing in Real Estate.
Kristine also explains how cryptocurrency work in the commercial real estate industry. Listen as Kristine discusses the issue of cryptocurrency being liquid and the barriers the investors of real estate and cryptocurrency are facing today.
There are often misconceptions about who uses Bitcoin––criminals. But what people fail to understand is that Bitcoin isn’t good for any criminal activity. Why? Because every single transaction is recorded in the blockchain forever and is stored everywhere all over the world. Really a hassle way to clean up crimes, right?
For this episode’s guest. Kristine Cranley, shares all there is to know about Bitcoin mining and what technology fuels it to work. She shares the basics one needs to know about Bitcoin, how you store it and use it to transact, and the process of proof of stake and proof of work. Tune in and get equipped about Bitcoin mining!
“Bigger is always better.” This is also true with real estate. In today’s #Highlights episode, we look back at our conversations with real estate entrepreneurs Hunter King and Laura Adams. The two elaborate on why you need to go bigger on your first deal, as well as valuable tips when you’re getting started in the space.
Hunter talks about why you need to go big on your first deal if you want to scale up fast. Meanwhile, Laura talks about emergency funds, debt, insurance, retirement planning, and more. Listen now and find out why you need to go bigger on your first deal!
What is a ground-up development? And why is it becoming more popular lately? In today’s #Highlights episode, we feature our conversations again with real estate entrepreneurs Sam Bates and Dallon Schultz. The two answer these questions for us and more!
Sam gives us a glimpse of how their partnership started looking into buying multifamily until they decided to do ground-up development. Meanwhile, Dallon admits that there are many challenges in taking this route but always, but he looks forward to great returns from his investments. Enjoy the show!
To be a successful real estate entrepreneur, having the right mindset is important. In this episode, Bryan Underwood of Responsible Residential elaborates on how to create a challenge-capable mindset, being comfortable with things that you are uncomfortable with, and what a build-to-rent business is.
Bryan first emphasizes the importance of prioritizing his family and how real estate also gives him the freedom to be with his family. He talks about doing a family business and what brought him to residential real estate, what it takes to have a challenge-capable mindset, and the importance of having a mentor in this business. He also discusses market selection, the role of your team in your success, and giving back by doing responsible real estate. Click the play button now and have a challenge-capable mindset today!
As parent entrepreneurs, we aspire to give the best for our families. Hence, we work hard and spend an enormous time at work to be able to give them the best opportunities. Sometimes, we lead ourselves to believe that personal and family sacrifice is a necessary part of entrepreneurship justifying the less time we spend with our kids and our spouse. But must we really accept that way of thinking and affirm that entrepreneurial success comes at the expense of broken family relationships?
In our final episode with Jim Shiels, he encourages parents, especially parent entrepreneurs that sacrificing our family relationships is not a prerequisite for business success. We have a choice, we can take control and we can create the family life that we’re aspiring for a while also nurturing our business. He shares the Shiels family rhythms that have helped them cultivate deeper relationships amidst the challenges of disconnection and time scarcity. Listen to our conversation, and learn simple solutions to ignite the warmth of family life and succeed in both business and at home.
As busy parent-entrepreneurs, we take for granted that schools are there to teach our children knowledge and skills that will get them ready for the real world. While good academics is a good foundation, it's just not enough to equip young people to deal with harsh realities. A well-rounded education involves teaching and learning life skills that a person will carry with them after school, skills that will help them navigate relationships and careers, and be successful people.
Today, we continue our life-changing conversation with Jim Sheils. Passionate about strengthening family ties, Jim shows us how to create opportunities to connect with your kids and your partner, why it's essential to do so, and the techniques he applies to get more impact. As an avid parent educator, Jim shares how he’s teaching three important life skills not usually taught in school to teenagers. Listen now and learn how to give your kids a headstart in life!
It is said that over 70% of the time parents will ever spend with their children happens before the age of eighteen. Think about it - by the time our kids reach eighteen, we’ll have spent almost all of the time together that we ever will before they become adults and strike out on their own. That’s all we got - 18 summers. As busy entrepreneurs, how, then, do we make the best use of these 18 summers so we can create life bonds that will endure for a lifetime?
To help us chew over the unsettling reality that the clock we share with our children is ticking away is Jim Sheils. Author of the book “The Family Board Meeting”, Jim shares how busy parents who want to make their limited time with their kids matter must be intentional with the use of it. He’ll let you in on some secrets on how to create bonds that last beyond those first eighteen years. Click the play button now and let’s turn those opportunities into magical, quality time with the family. After all, will being successful in a business matter if you fail at home?
Enjoy the first episode of our three-part series with Jim Sheils.
What are the ways you can invest in real estate precisely? How do you transition from your day job and at the same time learn about the industry’s ins and outs? Our guest today, Vasu Kakarlapudi of Apta Properties, gives us valuable tips on how you can successfully invest in real estate with precision.
Vasu talks about how he and his wife decided they needed to find another source of income aside from their day job as ENT surgeon and dentist respectively to achieve financial freedom. He details that they see real estate investing as the best venue to achieve it. He also elaborates on the parallels between being a surgeon and a real estate investor – the importance of having education about this space, finding a mentor, and being humble and curious. Listen now and be inspired by Vasu’s journey in the industry!
How do you get started on finding the right people to sponsor your deals? What characteristics to look for? And how to interview a sponsor before making a deal? In this #HIghlights episode, we look back at our conversations with serial entrepreneurs Sunny Shakhawala and Ramana Korada, and they answer these questions!
Sunny talks about the things he looks out for when investing in syndication, such as track record, current assets under management, and deals taken through the life cycle. Meanwhile, Ramana Shares what that looks like as far as fundraising, underwriting, communications, exiting out, and building relationships with brokers and sellers. Click the play button now and invest in the right deal today!
When you’re starting in real estate, there are many things that you have to learn and understand. There are lingos and languages that might be new to you and might puzzle you as you journey in this space. Good thing, we have talked to real estate entrepreneurs Dan Hanford and Brian Perry who discusses the language of real estate you need to know now in this #Highlights episode.
Dan breaks down the different ways of understanding the foreign language in the multifamily syndication space. Meanwhile, Brian talks about how to assist medical clientele in finding the perfect property, the different nuances accompanying this sphere of commercial real estate, how to find the best tenant, how to gain medical clientele, and so much more. Click the play button now!
When is the best time to start investing in real estate? How do you start investing? What are the things you need to know when you are starting in this space? These are just some of the questions our guest, Dante Belmonte of Victory Capital Group discusses today!
Dante shares he bought his first duplex when he was 19 years old and built his portfolio from there. He then elaborates on what real estate investing is all about, how his background as a broker helped him transition to his more active role as a general partner, and how he met his partner. He also talks about the tools he and his partner use to divide their tasks to run their business to success.
One major challenge faced by real estate investors is funding and acquiring deals. Conventionally, investors purchase investment property by paying in cash or by borrowing money from banks and financial institutions. However, it is not always the case that investors are able to raise cash upfront to acquire a deal nor all properties or deals can qualify for financing by traditional bank loans. Fortunately, there are alternative ways, regarded as creative financing, to structure deals and secure capital.
In the concluding episode of our four-part series with Sterling White, he talks about his experience using creative financing when they acquired their first multifamily deal. He shares the process of approaching the owner for a seller financing option and goes into details of the deal structure. Hear some pieces of advice on pitching creative financing to sellers and be warned of some pitfalls in buying. Listen now and learn how to utilize creative financing options in your business so you won’t miss out on deals.
An enduring debate among real estate investors lingers - what’s the better investment between single-family vs. multifamily? When starting in real estate investing, most investors choose to buy a single-family property to rent out because it’s smaller and more familiar. While investing in both types of assets has historically produced good returns and tax benefits, each type presents its own advantages and disadvantages.
In the third episode of our four-part series with Sterling White, we discuss the pros and cons of both single-family and multifamily investing. Sterling details the mindset, the skill sets, and the people required to expand from single-family to multifamily rentals. Listen now and learn what a cap rate is and how to use it as a guide when buying a property and operating your business. Click now to hear all these and more.
As a real estate investor always on the lookout for deals, you strive to give your clients and prospects a fantastic experience with every encounter and transaction you make. It’s true, not every owner-prospect would be selling their property every month or year, but that doesn’t mean they won’t in the future. They might even recommend you to friends, family, or other connections who will want to sell their property. Unfortunately, as time passes, people will forget you. So, how do you stay top of mind with sellers so they’ll remember you when it’s time for them to sell?
It’s your job is to remind them, says Sterling White. In this #techandtacticstuesday episode of our four-part series with Sterling, we home in on strategies that you can use for you to be “sticky” to your prospective sellers’ minds. Learn some action steps that will help you consistently engage with prospects and clients. Listen now and find out what touchpoints and communication rhythms are most effective to stay top of mind with sellers when they’re ready to make that deal. Click now and get on your seller’s radar today.
What’s stopping you from getting into the real estate business? Many of us have big financial goals and believe in our hearts and mind that real estate investing is the key to financial freedom. However, we carry the baggage of “I don’t have the money” and “I don’t have the experience” that keeps us from pursuing the path of real estate investing. But, did you know that it is actually possible to start investing in real estate even if you do not have your own money?
Our guest today, Sterling White, will tell us how. Growing up in an inner-city neighborhood fraught with danger, Sterling had to overcome the limits of his family situation, his environment, and his mindset to have the tenacity and grit to change the course of his life. Hear him talk about the pivotal moments in his life that led to his journey of self-education and self-improvement. Listen to the story of how he met his first mentor, offered value-add skills, and built that relationship that landed him his first real estate deal with no credit, no money of his own. Click the play button now and be inspired by this first episode of our series with Sterling White.
There is, indeed, a value to value-add properties. In today’s #Highlights episode, we feature our conversations again with real estate entrepreneurs Jeff Schechter and Sakar Kawle. The two detail what value-add properties really are and how this can be an advantage for you.
Jeff talks about how his curiosity for internet marketing and real estate led him to his current business which is rehabbing properties. Meanwhile, Sakar walks us through his entry into real estate, talks about his successes, gives his thoughts on the current climate of real estate, and shares valuable tips on multifamily, syndication, and value-add properties. Enjoy the show!
A recent report from the International Monetary Fund said there is a high risk of recession. It doesn’t help too that inflation is on the rise, markets are unstable, and there is still the risk of a global health crisis. That’s why, as real estate investors, it’s important to invest in an asset class that is very resilient. Today, we look back at our conversations with Dan Kennedy and Charles Dobens who tell us why investing in multifamily is the best way forward.
Dan shares his perspectives on the expenses of single-family versus those of multifamily and why he has had more joy with the latter. Meanwhile, Charles talks about why we should still be looking for deals, even during these uncertain times. Click the play button now and find out why multifamily is a resilient investment!
It’s the typical trajectory of real estate businesses, to begin with, single-family rentals and then move on to bigger properties such as multifamily and commercial real estate. While residential, single-family rentals do provide cash flow, investors soon realize that this path does not lead to much time and financial freedom, and success. In truth, what enabled most real estate investors to gain stable cash flow, grow their net worth, and achieve time and financial freedom is commercial real estate investing.
Our guest today, Neil Timmins, talks about his real estate journey starting as a realtor and now, heading a company with a diversified portfolio focusing mainly on commercial and industrial real estate. Initially tying his hopes for passive income on single-family rentals, he’s learned the hard way that this asset is anything but passive. Listen now and know how he found more stable cash flow and better returns and finally achieved financial freedom through commercial real estate investing.
Most people in the real estate space have started in a different field or a different career before they took the chance in the industry. Our guest today, Levi Allen of Wealth Creation Asset Management talks about how he went from growing in a cattle farm and now syndicating large commercial real estate projects.
Levi starts by talking about the importance of building a relationship with brokers, getting to know them, and proving that you can perform. He then also discusses the ways you can be creative on deal sourcing, the dos and don’ts of getting a third-party underwriter, and how he finds deals nowadays. Tune in now and be inspired by Levi’s journey!
Do you really have to deal with the stress and the hassle of managing your rental properties? Many experienced multifamily operators and even small rental property owners agree that working with a good property management company is the best option. The sooner you hire a dependable, reliable property manager, the more benefits you’ll enjoy from their service.
Our guest today, Alex Rogers, talks about property management companies and how owners and operators can benefit from property managers’ experience and professionalism. Alex highlights the advantages of hiring a property manager even in the early stage of the buying process. If you’re an operator or a rental property owner still on the fence about hiring a property management company, listen now and gain valuable insights and tips on hiring and working with property managers. Go on and hit the play button now.
In any business, raising capital is a very crucial part of kick-starting your business. After that, the way you control your capital will make or break your business. In the second part of our conversation with Joey Mure & Russ Morgan, they talk about raising and controlling your capital well.
Joey and Russ give importance to cash flow and they explain that if your passive income exceeds your monthly expenses, you are free. They also talk about the role of partnerships, understanding your investment, and being an expert in investment to your success. They then discuss thinking about your big “why”, your personal and business goals, and why you need to be accountable. Tune in now and get valuable tips you can apply today!
There’s an old saying that goes, don’t put all your eggs in one basket. And this is very much applicable to any kind of investment or business. As an investor or entrepreneur, it is important to diversify your streams of income so that you can prepare for any untoward circumstances. Today, Joey Mure and Russ Morgan are back on the show and they share how they were able to create various streams of income that are now giving them the freedom they want.
In part one of this two-part conversation, Joey and Russ emphasize that having passive income provides freedom for yourself and the people that matter to you. They also talk about the importance of creating various streams of income, the concept of infinite banking, and the difference between diversification versus focussing on your areas of expertise. Enjoy the show!
Too often, people are caught up in the weeds, doing work that is consuming their energy, which is not a scalable or efficient business model. That’s why in a real estate business like multifamily, it’s crucial to be a master delegator. In today’s #Highlights episode, we feature our conversations again with Steve Rozenberg and Kay Kay Singh who tell us their secret on how they were able to scale fast and find success.
Steve shares some of the ways in which he delegates, the kind of systems he has in place to make this delegation possible, and much more. Meanwhile, Kay Kay talks about effective ways how you can be a successful passive investor in this space. Click the play button now and learn valuable lessons on how you can be a master delegator today!
There are many asset classes you can invest in real estate. One of them is the mobile home park and for some, it is the best niche there is. Today, we look back at our conversations with real estate entrepreneurs Ryan Narus and Jonathan Tuttle who both found success in mobile home park investing.
Ryan talks about the creative ways to make money to scale your business up and how he now owns and operates 15 mobile home parks spanning more than 1,400 units. Meanwhile, Jonathan shares valuable insight into how he minimizes downturn effects, along with his secret to good management of mobile home parks. Enjoy the show!
A real estate developer oversees the development of a property. In real estate, it is important to spot a good developer to make sure that your property will be spot on. Today, we speak with real estate developer and author Bob Voelker who shares the ins and outs of real estate development.
Bob starts by discussing density in the real estate space and why it is important to consider this when building a property. Bob also shares his advice to younger multifamily developers and that is not to go where you are not wanted, and so it is important to get to know the place from inside out and to figure out if you belong with them or not. He then discusses what makes a good developer, what Mezz debt is, and his favorite project he did in Dallas. Click the play button now!
Positive relationships with investors are the lifeblood of our real estate syndication business. After all, investors bring in capital resources that help drive our business. Thus, if we’re aiming for long-term success, creating solid and sincere connections with our investors is key. We have to put in the work to constantly enhance our relationship with investors.
In our episode today, the last of our 3-part series with Tate Siemer, he talks about establishing and enhancing meaningful relationships with investors highlighting the value of communication and transparency. He describes the ways they regularly reach out to investors to nurture and strengthen those relationships. On top of that, he begins the show with tips on managing property managers and creating trustworthy relationships with your onsite team. So, go and hit the play button now.
Every real estate business owner knows that in order to grow a business, you need a high-performing team of competent people that you can trust. Therefore, to achieve your business goals, choosing the right people and getting the right team together is key. So, what does it take to build a strong company structure and create the right team?
We continue our conversation with Tate Siemer today. In this second episode of our 3-part interview, he talks about the importance of building the right team and forming key partnerships in managing and growing their business. He highlights how having a clear company vision helps set the criteria for choosing the right people and partners that will steer the company forward. If you’re on the path to growing your RE business, listen now and gain insights on how to get the right team together and structure your company for success. Click now.
Every newcomer in the real estate syndication faces the challenge of gaining credibility among key industry players. Without a track record having never done a deal before, how can you be taken seriously by brokers and sellers much less earn their trust and confidence? Fortunately, there are action steps that you can take to build relationships and gain credibility.
Today’s show features the first part of our interview with Tate Siemer. In this episode, our conversation centers on Tate’s mentor-coach’s role in helping him build confidence and credibility to scale his business from zero to $50 million in assets in eighteen months. Find out the “secret tool” (hint: credibility kit) that Tate uses to shift the tide in his business’s favor. Click now and learn how you can build your own credibility kit to power up your business. Enjoy the show!
How do you scale your business fast? What are the things you need to do and need to have so that you can move your business forward? Today, our guest Brett Bowman of Suncrest Capital details the skills, systems, and operations you need to help you and your business to grow.
Brett shares how he got into the real estate industry, started investing in different asset classes, and eventually focused on mobile home parks. He then talks about the importance of learning from various people, the systems and operations that he implemented in their business so that it can scale fast, and building the team. He also details where they sourced their virtual assistants, the things that their VAs do, and how he knows they can trust them with crucial company data. Enjoy the show!
In every business, it is important to have a profit. In a very competitive market like commercial real estate, you have to know several strategies to be able to secure that your business will have a profit. Today, we feature our conversations again with real estate entrepreneurs Daniel Holmlund and Terry Hale in this #Highlights episode.
Daniel believes that his biggest obstacle is lack of education, which is why he works with others to understand the potential for investment, elaborating on the quantifiable projections for his fellow engineers and highlighting the obvious strengths and weaknesses when explaining to investors why they should invest in real estate. Meanwhile, Terry tells us why a shotgun approach isn’t the best use of your time, and why laser focus is a must if you want to achieve success. Click the play button now!
What is there to do if you can’t find opportunities out there? What goes into buying deals off-market? In today’s #Highlights episode, we look back at our conversations with real estate entrepreneurs Brian Burke and Darin Garmin, and they answer these questions.
Brian starts by exploring the nature of off-market deals and talks about the conundrum of establishing oneself in the market. Meanwhile, Darin sheds light on communicating and building relationships with building owners, which is the key piece of off-market purchases. Tune in now and find out how you can find that elusive off-market deal today!
Are you one of the many people who want to invest in real estate but never actually get around to doing it? You read books, listen to podcasts, join webinars, and even enroll in courses to get educated about real estate investing. And yet, you get paralyzed by fear and end up doing nothing.
In today’s episode, we talk to Jay Helms, founder of W2 Capitalist about overcoming fears in real estate investing. He details how he and his wife broke through the fear barrier with their first scary step to investing. Learn what masterminds are and how they can help you rise above your paralyzing fear and encourage you to take action. Listen now and understand the mindset that propels you from intention to action and then to success in RE investing.
In a hot market, acing out-of-state investing is definitely an advantage. There are many ways you can achieve this with the technology that we have today. Our guest today, Nick Lamagna, details how he’s investing in different asset classes in different states.
Nick details how he was able to invest in different asset classes in the real estate space. He also talks about how masterminds have helped him personally, how to screen your mentor, and how he puts up a team to help him grow his business successfully. He then shares how he was able to invest out-of-state and communicate with his teams across the country. Click the play button now and learn out-of-state investing today!
Getting into the commercial real estate space is not a walk in the park. Today, our guest Brendan Chisholm of BKC Holdings discusses how they were able to go from zero to 153 units in 15 months! He also details how he’s focusing on acquiring distressed and value-add commercial real estate in emerging markets across the country.
Brendan shares how he first got into real estate syndication, the resources that helped him get into the space, and how networking has helped him solidify his business. He also talks about the importance of marketing one’s self by telling people what you do, staying front and center with potential investors despite the circumstances, and the importance of communication within your team. Enjoy the show!
Will senior housing be a smart addition to your investment portfolio? In recent years, senior housing has proven its market resilience throughout all economies providing a stable ROI for investors. With baby boomers aging, people living longer, and a general acceptance of the idea of assisted or independent senior living and retirement communities, senior housing is poised to continue growing for years to come.
In today’s episode, we conclude our two-part conversation with Adam Benton of Stellar Senior Living. He talks about demographic trends in senior housing, the similarities between senior housing and multifamily, current economic trends, and his outlook on the real estate market in general. Listen to find out why now is a good time to invest in senior housing.
As the population of seniors continues to grow, the demand for senior living communities continues to increase as well. With the emergence of new trends in senior housing beyond just the traditional brick-and-mortar health care settings, senior housing business owners are challenged to develop and scale up to provide high-quality, desirable senior housing where people are supported, connected, and cared for in well-rounded home-like settings.
Today’s show features the first episode of our two-part interview with Adam Benton of Stellar Senior Living. In ten years, he’s scaled their family-owned senior housing business from zero assets and zero money to 30 assets in 10 states with 2,500 employees and 4,000 beds today. Listen now to find out what it took Adam to scale up their senior housing business and attain success in the niche real estate sector.
If you are new to multifamily syndication, you have to know that to close a deal, you will need tons of cash. But, you don’t have to do it on your own. The magic of syndication is that you can look for potential investors and at the same time, borrow money to finance your deal. In today’s #Highlights episode, we look back at our conversations with Debbie Bloyd and Eric Johnson. The two talk about ways you can secure finances through lending to fund your first deal.
Debbie talks about the FHA construction loan and how it can be used for a single-family or a four or five-plex to work on your lending credibility. Meanwhile, Eric explains various debt strategies, namely, fix and refi; fix, refi and hold; and five-plus. Click the play button and start learning about creative lending strategies you can do today!
If there’s one proven key to scaling your real estate business fast, it is building an effective team that will help you every step of the way. In today’s #Highlights episode, we feature our conversations again with real estate entrepreneurs Josh Sterling and Vince Gethings who shared how their teams have helped them and their businesses to scale up fast.
Josh shares some of the systems that they have put in place to overcome these pain points while the company is growing along with how the growth has added extra depth to their business. Meanwhile, Vince tells us about what attracted him to syndication, the role of building confidence and credibility in the field, and of course the tools and strategies that have allowed their growth. Listen now!
Do you know what your passive investors want? Our guest today, Nancy Huynh of Clear Vision Investing details what passive investors are looking into when they are investing in a deal. Nancy also discusses impact investing and how this can be beneficial to your real estate business.
Nancy first explains why she got interested in passive investing through multifamily syndication. She also talks about the reason why she pivoted to syndication, the pros and the cons of active versus passive investing, and even how can a passive investor screen the operator that they want to invest with. Tune in now and start learning how you can invest passively successfully!
Have you ever heard of blockchain, cryptocurrency, and other digital assets? If not, then you better listen to today’s show as our guest Joshua Emison of Sansbank tells us how you can utilize blockchain technology to create real estate wins.
Joshua starts by differentiating blockchain from cryptocurrencies, Bitcoin, and other digital assets. He then shares how he was able to discover how he can utilize the technology so he can secure real estate successes. He also talks about the democratization of capital and how blockchain can facilitate that, as well as the services they offer in Sansbank that real estate entrepreneurs can find beneficial. Listen now and learn more about blockchain technology and cryptocurrencies!
As real estate investors and business owners, we’ll never get recessions out of our minds. We dread the repeat of the 2008 Great Recession as we recoil from the heavy pounding of an economic crash. Economists, major banks, and Wall Street are now predicting the next recession. Will it be different from 2008?
In this last episode of our 3-part conversation with seasoned real estate investor, Kevin Bupp, we talk about the impending recession. Having lived through the 2008 real estate market crash, Kevin tells us that the next recession will be different from 2008. In what ways? Click now to find out. Listen till the end to hear Kevin’s advice on how to recession-proof your real estate business.
Real estate investors who are constantly seeking to diversify their portfolios are discovering a profitable, unique investment option in parking lots and car parks. Many have found success in niche real estate sectors which also include mobile home parks and self-storage. So, what makes parking lots a good investment?
In part two of our 3-part interview with seasoned real estate investor, Kevin Bupp, we talk about parking lot investing and what makes it a viable investment option. If you’re looking for an alternative to traditional commercial real estate types of investments, why don’t you listen to today’s #TechandTacticsTuesday episode and find out if parking lot investing is a good fit for you? Listen till the end and you’ll also hear Kevin talk about surviving the 2008 market crash.
Mentors are essential in every industry, and critically so in real estate (RE). It is said that if we want to succeed in the real estate business, it’s crucial that we surround ourselves with people who went before us, overcame obstacles and became successful in their own business, and gained expertise in the industry. We need mentors who will motivate us and push us to build our own businesses and achieve our goals.
Today’s show features the first part of our interview with seasoned real estate investor, Kevin Bupp. In this episode, our conversation zeroes in on the role mentors play in helping build our real estate business. He goes into details about the mentor-mentee relationship that had been decisively instrumental in launching his real estate career. If you want to learn how a newcomer can gain footing in the real estate industry, then listen to the conversation now. Be all ears up to the end as Kevin will also talk about the unique aspects of mobile home park investing. Enjoy the show!
If you want to grow your wealth, you need to learn how you can make your money works for you and that’s what we call earning passive income. And to start, you need to know how to successfully do passive investing. Today, we feature once again our conversations with successful real estate entrepreneurs Brian Robbins and James Kandasamy who talk about the art of passive investing.
Brian recounts his journey from being in the healthcare industry to transitioning to real estate. Meanwhile, shares the numerous things that the passive investor needs to know, including considering cash flow versus back-end profits and calculating IRR. Listen now and learn how you can start earning passive income today!
Making your real estate business shatterproof will help you win in life and in your career! In today’s #Highlights episode, we feature our conversations again with Scott Reib and Ben Risser. The two give us pro-tips on how you can secure your business and do well in the space.
Scott reveals how to scale your business by breaking down five proven strategies to shatterproof your business. Meanwhile, Ben shares some of the main bottlenecks that they’ve experienced as they continue to scale, how to coordinate between different teams, and the biggest mindset shift that has helped him be successful. Click the play button now and learn valuable tips on how you can shatterproof your real estate business!
In multifamily syndication, most often than not, you have to work with a partner and your own team. Today, our guest Eli Vo of Atlas Multifamily Group talks about how he and his business partners were able to structure their team wisely which allowed them to grow exponentially.
Eli starts by talking about how his journey in real estate began through networking after his 21 years in the Air Force. He also shares how he and his business partners had to pull back and evaluate their business after growing. He talks about the importance of planning, determining what you are good at and not, and having open communication with your partners and team so that your business can move forward. Tune in now and learn a lot today!
With record-high inflation, rising interest rates, and economic soothsayers predicting a recession, the real estate industry is entering a period of high volatility. As the Fed moves toward another interest rate increase, the high cost of borrowing money is putting operators and investors acquiring and managing commercial real estate (CRE) in a quandary, with loan terms and loan agreements upended by the volatile environment.
In today’s episode, we talk to Ronald Rohde, seasoned CRE and general corporate attorney, about how CRE, particularly industrial assets, performs in an inflationary environment. With interest rate volatility adversely affecting loan terms and loan covenants, with some buyers resorting to re-trading, Ronald gives out pieces of advice to CRE operators as they acquire and manage assets in this highly volatile financial environment. All these and more tips on negotiating with lenders in this episode. Click now and listen to our conversation.
These days, it's harder to spot shady property deals when there's too much going on behind the scenes. But as they say, if it's too good to be true, well it probably is. So, how do you know if you're dealing with a sketchy seller and learning how to keep an eye on potential scammers to protect your investment?
In today’s episode, real estate investor Tommy Brant shares how he successfully dodged a bogus real estate deal and made the best out of his industry knowledge by identifying red flags in a seller. Plus, he'll share his unique approach in direct-to-seller marketing and what he expects from a broker. And to keep things more interesting, he reveals his industry predictions for the next 18 months.
Are you thinking about leveraging smart tech to increase your property’s value? There are a lot of emerging technologies that you, as a property manager or operator, may not have heard about yet.
Our guest, Kyle Finney, will let us in on smart technologies that increase efficiency and leads to greater profits! Listen to this #TechandTacticsTuesday episode now!
When we think about life insurance, we generally think of leaving a nest egg for our loved ones when we pass. But perhaps what many of us don’t know is that it can be more than just the death benefit it provides. Life insurance can also be a type of savings account that lets you build wealth throughout the years.
In today’s episode, we talk to Clay Hepler, Chief Wealth Strategist at the Creative Capitalist, about life insurance and how it is akin to setting up your own bank. You can use your dollars in your life insurance policy to work more efficiently for you by leveraging it to invest in real estate or start your own business. If you want to learn how the wealthy, corporations, banks, and investors build more wealth using life insurance, then this episode is for you. Click now to listen.
One major hurdle when you are just starting your multifamily syndication business is closing your first deal. In this #Highlights episode, we feature our conversations again with Charles Seaman of Three Oaks Management and Rodney Thompson of Solaris Capital Management. The two share with us the path they had to take to seal their first real estate deal.
Charles takes us step-by-step through this process giving valuable tips and insights on everything from value-add, rate of return, hold period, and deal structure. Meanwhile, Rodney discusses changing his schedule to make time to work on his syndication business, getting his family members on the same page, and gaining confidence, as well as asking the right questions and talking to investors. Tune in now and kick start your multifamily syndication journey today!
Most often than not, people who are in real estate will tell you that one of their goals in pursuing a real estate business is to achieve financial freedom. In today’s #Highlights episode, we look back at our conversations with real estate entrepreneurs Tim Bratz of CLE Turnkey Real Estate and Adam Ulery of Dreamstone Investments. The two talk about their journey in real estate and how they were able to achieve financial freedom.
Tim shares how he shifted from renovating residential houses to renovating apartments after realizing that’s where the majority of his net worth came from. Meanwhile, Adam explains why servant leadership is important, how he got himself out of a scarcity mindset by surrounding himself with the right people, and how having an abundance mindset positively affects all areas of his life. Listen now and start your path to financial freedom today!
Most investors downplay the value of investing in small cities—but not Ari Rastegar who was named “The Oracle of Austin'' for believing that there are a lot of opportunities in Texas’ Silicon Hills. Ari drives the concept of “futuristic sub-urbanism” in his real estate projects to create not just profits but also long-term values for tenants by reimagining best uses of a property.
In today’s episode, Ari shares how he values capital preservation and risk mitigation at the same time. He will also share why it’s important to focus on the human element first before doing the math in any property project. In addition, he explains one important metric that he tracks to assess the future of an investment area when they begin reimagining the best uses of a property.
Inflation and interest rates that are going up and the supply chain issues that are still lingering from COVID, Chinese lockdowns, and the Russian-Ukrainian war have really hit consumer markets over the head. Many people are asking whether it is a good idea to invest now or is it better to sit on your cash. We are in a volatile time in real estate, and we need to learn to develop a creative deal structure.
In this episode, Dean Ofer, a Senior Originator at Harborview, specializing in all government-insured loan products, will share his expertise on the debt products available in the marketplace that are helping syndicators come up with winning business plans in this uncertain environment. He will talk about the creative deal structure he has seen recently, term sheets, and what institutional partners want to know before they would consider investing with syndications. Listen now!
While success in the real estate business entails hard work and commitment, leading your company to attain full-growth potential and a sustainable level of success requires effective leadership. Leading a real estate company is not just about setting your goals and giving orders to your team. It’s more about building a culture within the team that will ensure that time is spent effectively achieving the goals of your business together. So, how do you lead your company to long-term and sustainable success?
In this final episode of our three-part interview with Alex Moore, founder, and leader of Greywhale Capital, she talks about the issues and challenges of leading a real estate company to success. Find out how she cultivates productivity and inspires commitment to lead the company to high levels of success. Great insights to learn from today’s episode. Listen now.
If you’re serious about growing your business, then you know that what drives the ability to scale your business is not just the product or offering or the service per se, but the team of people that you put in place to serve your clients and build your product and service. You won’t be able to do it by yourself so you will need to build a team of qualified, skilled, and reliable individuals; a team that you can trust to help you take your business to the next level. But, how do you do that?
In this second episode of our three-part interview, former nurse and now real estate entrepreneur Alex Moore of Greywhale Capital, talks about how she built a team that helped scale up her real estate business to double year-over-year growth. If you’re looking for that kind of growth, then this episode is for you. Click now and have a listen.
Are you considering leaving your nine-to-five job to start a real estate investing business and achieve your personal financial goals? I know the thought of starting a real estate business, much less succeeding in it, can be daunting. But many others have taken the leap, found their niche, and gained success. There is no reason that you can’t do the same.
In this first episode of a three-part interview, former nurse, now real estate entrepreneur Alex Moore, talks about how she quit her 10-year nursing career and took the plunge into full-time real estate investing. She started Greywhale Capital from scratch and led the company to double year-over-year growth since. How did she do it? Listen now and get to know how Alex started and scaled a fast-growing real estate business.
What are qualified opportunity zones? And what are the benefits of investing in these zones? We put the focus on this in our #Highlights episode today as we feature our conversations again with real estate entrepreneurs Andrew Greer and Matthew Ryan.
Andrew explains why a qualified opportunity zone is the best thing that has hit the real estate industry and shares some tips on how to acquire assets that are cash flow-generating efficiently. Meanwhile, Matthew shares the tools for finding an opportunity zone and tackles the risks in investing in one versus value-added multifamily. Click the play button now to learn more about qualified opportunity zones and how you can take advantage of those!
Multifamily syndication can seal you million dollars if done right. In this #Highlights episode, we look back at our conversations with successful real estate entrepreneurs and authors Kenny Wolfe and Mike Simmons. Kenny is the author of Investing In The Dream and the President of Wolfe Investments, and Mike is the producer and host of Just Start Real Estate, one of the top real estate podcasts in the world, and the author of Level Jumping: How I grew my business to over $1 million in profits in 12 months.
Kenny speaks on how he closed a deal in El Paso worth $13 million to $14 million, sharing the business plan for this specific deal and how long it took to execute, hold, and market the property. Meanwhile, Mike shares a bit about his background and his personal story, how he got started, and how he took his business to where it is today. Enjoy the show!
Construction is a big part of adding value to a property. Our guest today, Oliver Fernandez, is an expert on elevating value-add properties with construction. He is a successful entrepreneur who has completed over 80M in construction contracts and invested over 150M in Real Estate.
Oliver starts by sharing he is from Washington DC and he started his real estate business by constructing row homes and apartment buildings there. He discusses the process of how they are adding value to the properties by tackling it outside, buying materials in bulk, and finding the right people for the job. He also emphasizes the importance of keeping the focus on as there are many opportunities out there. Listen now and learn how you can elevate value-add properties today!
Syndicating large commercial real estate is not always the best way to go. Sometimes, going small gives better business IRR and yields valuable returns on one’s personal and social well-being. That’s what Brandon Schwab is aiming for. He’s on a mission to raise the bar for senior living by syndicating smaller, resident-focused senior living assets that deliver quality care.
Our guest today is Brandon Schwab, founder and CEO of Shepherd Premier Senior Living and Boutique Senior Living Fund. Having experienced first-hand the deficient care of his grandfather at a large, industrial-type senior living facility, he vowed to make improvements in the industry by starting his own senior living company that provides better, quality care to the elderly. Syndicating senior living assets helped him scale his business while maintaining compassionate, familial care for residents. Listen now and get to know Brandon.
Whoever said that retail is dead must be proven wrong. Our guest today, Phillip Block, managing partner of LBX Investments, talks about the opportunities he found in retail investing, specifically shopping centers. He has years of experience with a number of U.S. shopping center acquisitions and managed all capital raising and asset management efforts.
Phillip shares that when many analysts a few years back claimed that the retail industry is down, he and his partner saw an opportunity in this asset class. He even describes how their shopping centers survived the economic effect of the Covid-19 pandemic. He also details how they can hit double-digit growth in a rising interest rate and inflationary environment. Listen now and learn more about the opportunities in the retail space!
Sam Primm grew his $3 million portfolio to a $40 million-plus within a few years. He had a good-paying job, but after reading the book Rich Dad, Poor Dad, he and his business partner decided they wanted to do something different. They read that real estate is a great way to earn extra money, so they bought a house and rented it out. And what started as a side hustle became their path to financial freedom.
Now, he focuses on educating other people to achieve financial freedom faster using the power of social media. Sam has over a million followers online and in this #TechandTacticsTuesday episode, we’re going to find out his secret sauce!
Starting a business and being an entrepreneur is not a walk in the park. Today, our guest Micy Liu of Life Mission Capital discusses how she honed her entrepreneurial spirit. She helps busy professionals invest in cash-flowing commercial real estate so they can focus more on what matters to them. Currently, she has a portfolio of 1283 units across her personal portfolio, passive investments, and active investments
Micy starts by sharing her background as someone from China who came to the US as an exchange student. She then talks about the opportunities she found in real estate. She shares that her end goal is to be able to save enough passive income so she could pursue other things. She also details how she started in real estate as a passive investor and transitioned to become an active one. Click the play bottom now and enjoy the show!
There are many asset classes in real estate that one can explore to find success. In this #Highlights episode, we put the spotlight on the golden opportunity in senior living spaces. We look back at our conversations with real estate entrepreneurs Doug Fullaway and Vinney Chopra.
Doug shares why senior living is the golden opportunity we don’t want to miss. Having been proven as the asset class with the best returns, it’s surprising how few investors have made senior living a priority in their business. Meanwhile, Vinney talks about luxury senior assisted living, why it’s a good investment, and how to invest and mitigate risks. Enjoy the show!
There’s no easy way to success, not even in syndication. In today’s #Highlights episode, we look back at our conversations with seasoned real estate entrepreneurs Ken Van Liew and Dan Kryzanowski. The two give us valuable tips on how to build wealth and even raised 6-figures with syndication.
Ken says if you want to scale your business up, it is crucial to have a little bit of cash flow, and equity available when necessary, share the wealth, and give opportunities across the board. Meanwhile, Dan gives insights into family offices, how they work, and who should be trying to partner with them. Click the play button now and start earning 6-figures now!
One of the most important sources of support for many business owners is their family members. The family and home provide the support system that helps entrepreneurs balance work and play, and keep a sense of perspective amid the stress and responsibility of starting and maintaining a successful business.
We continue our conversation with Julia Barbaro, mom of 6, wife to Gino of Jake and Gino, Certified Life & Marriage coach, podcast host, and author in this episode. She talks about why a happy home is a key to business success. She recounts the personal struggles that she and her family had to overcome while navigating the entrepreneurial journey as she offers meaningful ways to build deeper relationships. Tune in now so you can start creating a happy home and complete your business success.
Whether they play an active role or stay behind the scenes, your family plays a big role in the success of your business. But you know what they say in business - it’s lonely at the top. So, why not bring your family with you on your entrepreneurial journey? Why not create a happy home and family life so you can enjoy your business success to the fullest?
In this 2-part interview, Julia Barbaro, mom of 6, wife to Gino of Jake and Gino, Certified Life & Marriage coach, podcast host, and author talks about her family experiences navigating the real estate business journey. She recounts the struggles and difficulties the family had to overcome as she offers meaningful ways you can strengthen family bonds. Listen and learn how to build deeper relationships so you can build a happy home and complete your business success. Tune in now and watch out for the second part of this interview in episode 1342.
As a real estate entrepreneur or an owner of any business, there’s a strong chance your brand is on social media. Because the more ways you can place your business in front of your target audience, the more you can build awareness and improve your business. But do you have a strong social media presence and a thriving online following?
Our guest today, data scientist, real estate investor, design engineer, and founder of Subtle Asset Management, Nelson Lin, talks about how he built his massive online following. He runs a social media group of several thousand investors while he continues nurturing and educating them about the real estate business. Listen now and learn about the phenomenal growth of his online following and find out how you can apply some tools and techniques to your own brand.
Are you clear on what you want, why you want it, and how you will achieve it? Many things could derail you or your momentum if you don’t focus on what’s important and keep grabbing every opportunity that comes your way. You’ll get easily distracted by other things or “shiny objects” if your true purpose is not clear to you.
In this #TechandTacticsTuesday episode, let’s talk to Daniel Kwak. He is the founder of Miotti Partners Capital, a core-satellite fund that has introduced the equities fund management model into the Real Estate space for the first time. He has also traveled the country training and mentoring hundreds and thousands of aspiring real estate investors. As a coach, one of his pet peeves is when people come to him asking for help but lack the details and clarity. Learn how to ask your coach the right questions and focus on the most important things rather than spend it on something less important. Listen now!
Today our guest is Daniel Kwak. He had a goal of 20 doors by the end of the year. He reverse-engineered all the things that he had to do. So, instead of starting at where to find deals, Daniel started at closing and worked his way back.
Listen to this episode as Daniel shares the nine steps that he designed to work more efficiently and get that deal.
Oftentimes, your own personal limiting beliefs can stand in the way of you attaining success. For each of us, they are unique to our own situation but it is vital that you pivot your mindset, and start believing in yourself.
The stigma around the syndication business probably stems from people who have never done real estate investing. Coming out from that negative view, Vinney Chopra – a multifamily syndicator with over 35 years of experience in real estate – breaks down the misconceptions surrounding it, believing that if done right, syndication is nothing short of being legal. Vinney shares the ways we could achieve that ourselves to make the most of the business, starting with how he started digging and eventually developed strategies with multifamily syndication. Then, advising those new to this, Vinney shares how you can make money, and investors follow you.
JC shares three things that revolve around the profitability of a multifamily business: have a happy and committed onsite staff, make sure to give a fantastic customer experience, and it is all about key performance indicators (KPIs). He also highlights the importance of doing the basics brilliantly. So listen now and start making more profits!
Raising private money from investors has been the bane of many syndicators. Because let’s face it, searching for a constant stream of interested inventors is no easy task. So, how can you sustain investor support and have a constant flow of capital for your deals? An excellent investor experience is key, says Brandon Cobb.
In today’s episode, returning guest Brandon Cobb, owner and partner at HBG Capital, shares how his company identified their target demographic and placed systems and processes for cultivating relationships and delivering to their investors. With their investor experience roadmap, capital raising for their development projects has become easier. Listen now and find out Brandon’s secret sauce for providing great experiences for their investors. In addition, learn about the layers of insulation that they build for a recession-resistant business model.
Just when Brandon Cobb thought that life was going great for him, he got fired from his dream job. He then decided to take charge of his financial future by launching multiple business ventures. After several failed projects, his real estate business took off. He now owns a vertically integrated real estate firm managing ground-up developments and active investments in commercial real estate. How did he do it?
In this episode, Brandon, owner and partner at HBG Capital, talks about the keys to his entrepreneurial success. He recounts how he surrounded himself with people who are, as he says, “a lot smarter than me”, learned from a great mentor, and continued to hire the right people. Find out the smart ways he found his mentor and honed his hiring process so that he only hires people who bring the most value to his organization. Listen now and learn valuable lessons to improve your hiring process.
Tom Laune, a recording engineer and music producer, was scammed three times by fraudulent financial advisers. Then, he suffered a high-frequency hearing loss and could no longer work. But he didn’t give up. Instead, he used his long-term disability claim to get financial education.
After four years of studying, Tom created the Bulletproof Wealth® strategy to teach others how to protect their income and create wealth. He realized how important it is to have somebody in your camp that you can trust to do the right thing. So, listen now, learn, and get protected.
At 25 years old, Anthony Walker has already accomplished so much. Anthony is an active Real Estate Agent, Investor, Developer, and Syndicator. He is a General partner in Cornerstone Commercial Investments, a multifamily syndication company. He also co-owns and manages a real estate sales team specializing in new construction and luxury home sales in Northern Idaho and Eastern Washington.
Anthony’s goal early on was to have his own business. He got a degree in finance and marketing and landed a job in a tech company. He loved tech and thought he could build massive wealth through it. But six months later, he decided to quit his job and pursue his entrepreneurial desire. He educated himself about real estate by listening to podcasts and reading books. It's another interesting #TechandTacticsTuesday episode! Listen now!
Ground-up development simply refers to the construction of a real estate asset completely from scratch. This specific asset class is becoming more and more popular these days. Today, we speak to Dallon Schultz of REV Real Estate who started his real estate journey by focusing on ground-up development.
Leaving a medical career to pursue what he calls “extreme ownership” of his future, Dallon landed on ground-up development. He’s first to admit that there are many challenges taking this route but always, he looks forward to great returns from his investments. Find out how Dallon and his team overcame those challenges plus learn how he supercharges the phenomenal growth of his meetup groups in Arizona. Click the start button and get to meet Dallon.
Ferd Niemann’s current niche is mobile home park (MHP) law. There is a lot of hostility around MHPs and each year, more are being redeveloped or destroyed than are being created. In today’s #Highlights episode, Ferd discusses the different types of MHPs and the important elements to consider when doing due diligence on MHPs.
Across the country, mobile home parks are an attractive investment, which is why it’s important to be able to create value from a distance, by increasing occupancy and bringing in new mobile homes in parks nationwide. Tristan Thomas plays a major role as an infill manager in developing MHPs. He explains the process of filling a vacant pad, and some of the pitfalls remote infill managers like him encounter. He also talks about the importance of investing out-of-state for scaling, how he communicates, organizes, and documents his processes.
There are two sides to due diligence – financial and physical. You analyze financial statements, rent rules, and other documented information on the financial side. On the physical side, you visit the property to get an idea of whatever improvements or plans you might need to do in the future.
Our guest, Omar Ruiz, emphasizes the importance of practising due diligence before moving forward with a deal. He also talks about a particular deal that he had to walk away from because of inaccurate financials and utility issues.
Dylan Marma, on the other hand, shares his due diligence checklist. Having a checklist is helpful because, during the process, a lot of small pieces move around all at once. You are working with investors, answering questions, juggling relationships with the lender, and ironing out issues with your attorneys. It gets difficult to stay focused, so a checklist can come in handy. You’ll surely learn a lot from this episode. Be sure to tune in!
Are you thinking about starting your own podcast? In this episode, we feature the conversation between Whitney Sewell and SAMO Financial managing partner Alina Trigub. Alina has questions about starting a podcast, how often it should be, hiring a team or doing it yourself, and how to choose a topic.
Whitney shares valuable tips on starting a podcast. He shares that it does not have to be a daily show and that you need to check your commitment level to figure out how often you should air your podcast. He also highlights the byproducts of having a podcast and how it can help you grow your network and at the same time add value to other people. He encourages podcasters to produce shows that are educational, entertaining, and have high-quality guests. Tune in now and find out if podcasting is for you!
Investing in traditional rental properties has been and remains to be one of the best ways to generate steady income. So, to produce higher income, it follows that we should have not just one or two but multiple rental properties. And the fastest way to have multiple properties is to simply buy a ready portfolio of real estate. But, how and where do you find portfolios for sale?
Our guest today, real estate investor, broker, author, and financial freedom coach, Omni “The Investor Guy” Casey, talks about his forte, portfolio BRRRR investing, its benefits, and challenges. Learn about his strategies in sourcing portfolio deals. Find out why he focuses on doing difficult things, and the ways he’s achieved success in the real estate business. Omni’s two-decades-long career in real estate has given him extensive knowledge and experience of the industry that he now shares with others who want to learn the business. Click now and learn more.
Fred Moskowitz will give us the foundation for building passive income with note investing. Fred is a fund manager, and he will share how he got the idea to raise a fund to invest in notes. He will also talk about his network’s significant role in his success as a fund manager.
Fred Moskowitz is an educator, author, and public speaker. He has trained countless investors from all walks of life to build different passive income streams. Learn how you as an investor can step into the lender’s shoes through note investing and effectively “be the bank”.
In this #TechandTacticsTuesday episode, Adam Jason will talk about a unique business model from which I'm sure you will learn a lot, whether as a passive or active investor. Their operations are in Colombia, but they raise capital from US investors. He'll explain how it works and share about the Series C funding that they will launch to open up more opportunities with great upside.
Adam currently serves as a partner of Legacy Group. The Legacy Group is an alternative asset manager that targets profitable investment opportunities with high social-environmental impact in Latin America.
It is said that great companies are built not only by great products and great strategies but they depend on great people as well. The more high-quality talent you have in your team, the more successful your organization or your business will be. But finding and hiring quality talent is easier said than done. It is, in fact, a challenging and complex process.
In today’s show, I’d like to share with you a conversation that I had with a friend, Hemal Badiani, who asked me about the process for finding and hiring quality talent, specifically that of an assistant position. I discussed the process, some factors to consider, the pros and cons in great detail with some really good questions from Hemal. If you are looking to grow and scale your business, finding the talents who will flourish in your team is essential. So, here's a guide for you. Click now for some great insights.
Most often than not, lenders are a key factor in closing a multifamily deal. In today’s #Highlights episode, we look back at our conversations with Jacob Cohen of Walker & Dunlop and Rahul Patel of Patel Gaines. The two share tips on how you can find the right lenders for your deal.
Jacob shares about the different kinds of debt and how it affects your underwriting, how they go about pitching deals to banks, and building the right narrative to get the required loan. Meanwhile, Rahul talks about the different types of lenders, what to look for when choosing one, and various other key aspects related to picking a lender. Click the play button now and learn how to find the right lender for your multifamily property!
Being an owner-operator of a multifamily syndication business is not an easy task. It requires hard work and lots of effort to run the business successfully. Today, we feature our conversations again with real estate entrepreneurs Robert Martinez and Bruce Wuollett. The two talk about running a syndication business and how crucial their teams are.
Robert says growing his company has been a result of the incredible investment in his team. Meanwhile, Bruce talks about how he does the heavy lifting as he calls it, and how it is not only financially rewarding but also hugely impactful to the community. Click the play button now and be the best owner-operator today!
What should limited partners (LP) ask the general partners (GP) about real estate insurance? Today, our guest Brian Mitchell will provide an answer to that question. Brian spent 12 years in the commercial insurance business and travels to masterminds and real estate conferences.
Brian begins by sharing his background in real estate and the things an LP can do and asking the GP to make sure that the property is being insured to its value. His tips: determine who is handling the ins; get the Ins quote before closing; make sure they are insuring to value, know the exclusions of the insurance, and make sure values are insured properly to full replacement value. Listen now and understand your real estate insurance better!
Finding and acquiring the best real estate deals requires a lot of time and energy. You may have to analyze hundreds of raw leads, study financial projections, inspection reports, neighborhood analysis, and market comparables before you even make one offer. To simplify matters, why not create an acquisition algorithm? Using the right metrics and benchmarks in your niche market, you will be able to figure out more quickly and efficiently if the deal you’ve found has the potential for making solid and consistent returns.
Our guest today, Charlotte Dunford, co-founder of Johns Creek Capital, LLC, has collected and analyzed data from their mobile home park investments to create a 15-parameter algorithm for evaluating profitable properties. Find out how this set of criteria has simplified their acquisition process and learn how, using the Blue Ocean Strategy, Charlotte has niched down and found a profitable market in smaller mobile home parks. Tune in now.
Sunil Chillar is the owner and broker of EXIT Realty Urban Living located in Downtown Jersey City. He used to work in one of the largest wealth management companies in his early 20’s but he realized he didn’t want to work there all his life. He attended a seminar that changed his mindset, and then he decided to leave his job the following week. Then he discovered the field of real estate investing. He has worked with property investors, managed properties, and overseen construction crews and renovation projects.
Sunil will talk about what changed his mindset from just living within his means to having purchasing power, pivoting from single-family to multifamily syndications, time management, getting out of your comfort zone, and deciding whether to use a DST or 1031 Exchange.
You can achieve financial freedom even at a young age! You can be successful in real estate investing or anything in life in just four simple steps! Listen to Matt Fore’s story to find out how he did it.
Matt Fore grew up with dyslexia, but with the help of his mom, who pushed him to be successful and think about the long term, he overcame that obstacle. He joined Iron Man’s triathlons, and through it, he saw the value of putting in little daily workouts that could lead to a bigger goal. And that’s how he came up with four steps to achieving anything. Listen now and be inspired to achieve your dreams!
“If you fail to plan, you plan to fail.”
This saying has been proven time and time again. In today's episode, our returning guest, Scott Lewis of Spartan Investment Group talks about the importance of planning to set the conditions for the growth of your real estate business. Aside from being a successful real estate entrepreneur, Scott is a retired Major in the U.S. Army.
Scott explains how planning can mitigate risks and can also help you with things that are out of your control. He then talks about a technique that he uses in his business called pre-mortem. He also shares when, who, and how you should plan for your business. Tune in now and learn the value of planning!
The mobile home park is an asset class that provides very promising returns. In today’s #Highlights episode, we look back at our conversations with mobile home park operators Todd Sulzinger and Ekaterina Stepanova. The two share how they find success in this asset class and why investors need to consider this when investing in real estate.
Todd shares how he loves how recession-resistant mobile home parks are and the surplus of amazing deals in the space too. Meanwhile, Ekaterina shares how she successfully juggles working a full-time job while at the same time building her mobile home park syndication business. Enjoy the show!
One of the most important members of a real estate team is your attorney. In this #Highlights show, we feature our conversations again with lawyers Trevor Crow and Stephen Robison. Trevor is an attorney who focuses on business transactions, including the purchase and sale of businesses, entity selection and formation, equity and debt financing transactions, complex joint ventures, and commercial contracts. And, Stephen is a tax lawyer and a board-certified specialist in Federal Taxation Law by the Ohio State Bar Association and President of Strategic Property Exchange, LLC.
Trevor shares why it is so important for real estate attorneys to understand that deals are business term driven. Meanwhile, Stephen details why tax lawyers are your second pair of eyes that will review every document to make sure that clients’ goals actually get accomplished. Tune in now and learn more about real estate laws!
The story you tell is so important. Today, our guest Peter Pomeroy tells us ways how to communicate the investment with investors and how this can pave the way to the success of your business.
Peter’s experience across different real estate product types and different geographic markets gives him a seasoned perspective to identify sound investment opportunities, create optimal business plans and reduce investor risk. Peter dives deep into the importance of telling your investment story well to your investors. He says one way to do that is to think of a part of your deal that will excite your investors. He also emphasizes the importance of telling both the pros and cons of your investment. Tune in now and learn how to communicate your investment to your investors well!
As a successful real estate entrepreneur, do you ever wish your kids to follow in your footsteps? We want our children to continue the success we’re enjoying and to build on it, right? But more than that, we want our kids to learn important skills necessary to navigate life itself. One way of doing that is by teaching kids entrepreneurship. A child with an entrepreneurial way of thinking will see challenges as opportunities and confront problems with creative and innovative solutions.
Our guests today, Krystal and Dedric Polite, are passionate advocates of teaching kids entrepreneurship. Having achieved resounding success with various business ventures, the power couple continues to build a legacy of wealth and financial freedom for their two young sons by nurturing their entrepreneurial mindset and actively educating their kids toward business-building. But no matter where kids’ passion takes them, entrepreneurial skills can teach kids skills and behaviors to lead a successful life. Take a listen as the Polites share their experiences in building their businesses and raising entrepreneurial kids.
Did you know there’s a way to donate property and get significant tax deductions? Listen to this episode with Robert Miller. He’s the founder of Real Estate Donations USA. RED USA is a nonprofit organization that brings together brokers, investors, and sellers to real estate deals. They can accept property donations (primarily commercial but can be residential) for a fair market value tax deduction to the seller.
RED reinvigorates the traditionally distressed property. They take the resale proceeds and give them to the preferred charity of the seller or donor. In this episode, Robert dives into details on Section 170 Bargain Sale in real estate.
A 5% increase in customer retention translates to as little as a 25% increase in profits. Think about how much you are losing not marketing! So, how can we keep and maintain a good relationship and build trust with our existing customers? In this #TechandTacticsTuesday episode, we’ve invited back the sought-after marketing strategist, Royce King, to answer these and other questions that we often get about marketing and branding.
In August of last year, Royce was also on our show, where she talked about different marketing strategies. We encourage you to listen to it as well. In this episode, Royce will speak on four marketing steps: attract, nurture, sell, and retain. There are a lot of companies that stop communicating with their customers after their first deal. They fail to maintain a good relationship and build trust. They focus too much on acquisitions and forget to nurture and retain their old or existing clients. Listen to this episode to find out the right solution and marketing strategy to retain investors and increase your profits! Plus, Royce has an amazing offer exclusively for you! Don’t miss it!
How do you make a great first impression? And how does this help when you’re networking for your real estate business? Today we speak to Pieter Limburg of Mobilo, a company that creates smart business cards for people that want to make a great first impression.
Pieter starts off by defining what networking is and why it is important in your business. He then talks about ways on how you can network properly and how you can overcome the fear of going out there to meet new people and communicate with them. His pro tip – you should be able to present your business or your product in 30 seconds! He also discusses the difference between networking and advertising. Click the play button now and get lots of valuable tips to start networking to achieve your business outcomes now!
How do you transition from being a passive to an active real estate investor and vice versa? We answer that question in today’s #Highlights episode with real estate entrepreneurs Matt Picheny and Luc D’Abreu. The two will detail their journey in the real estate world which will definitely inspire a lot of people.
Matt talks about when to let others lead the way, the importance of relationships and a trusted circle of associates, and the specific steps he took in making the most of the money he had available. Meanwhile, Luc explains why he is aspiring toward the role of syndicator, and he shares his methods for building out his team. Click the play button now and be inspired by Matt and Luc’s journey!
Many have proven that investing in commercial real estate is always a good idea. In today’s #Highlights episode, we look back at our conversations with successful real estate entrepreneurs Dr. Masaki Oishi and Terry Hale. They talk about the benefits of commercial real estate investing and how you can maximize your profit now!
Masaki says for you to be successful in commercial real estate investing, you must choose your properties and sub-markets well, and it helps to have a plan. Meanwhile, Terry tells us why a shotgun approach isn’t the best use of your time, and why laser focus is a must if you want to achieve success. Enjoy the show!
As owner-operators who partner with third-party insurance providers for resident liability insurance programs, we know that these companies gain big profits from the monthly insurance coverage paid by our tenants and residents. But did you know that it’s possible for owner-operators to remove the third-party provider, create a new revenue stream and turn in profit from your own insurance program?
Our guest today, Noah Molnar, president and co-founder of Property Owners Protection Insurance Company, LLC (POPIC), goes into detail about how POPIC’s resident insurance program helps owner-operators of multifamily housing set up their wholly-owned licensed insurance company, gain an income stream and yield higher NOI. It’s turning insurance into profit, says Noah. Listen now and learn how you can do it.
Have you ever wondered if it’s viable and sensible for a US citizen living overseas to invest in US real estate? Yes, you can absolutely invest long distance in US real estate and it’s not as risky as you think, says our guest today, Billy Keels, founder of First Generation Capital Partners.
Billy, based in Barcelona, Spain after sojourns in France and Italy, has been investing long distance in US real estate for almost a decade now. He started actively investing in rental properties and then went on to passively invests in multifamily and other asset classes. In this episode, he talks about his overseas investments and reveals the critical elements when operating and investing long distances. Click now and learn more.
Our guest, JT Lynch, is a commercial insurance broker with Ramey King insurance. They have specialized in multifamily insurance for over 35 years and are licensed nationwide.
Why do we need commercial insurance brokers? Because brokers are a big help for landlords or business owners who have complicated insurance needs. Today, let’s look into the life of an insurance broker with JT. He talks about the challenges they meet each day and sheds light on how brokers put policies together to give their clients as much coverage as possible for their property. Listen now!
Bobby Jones is a retired nurse anesthetist turned alternative investor. He’s always had a passion for financial education and financial independence. In this #TechandTacticsTuesday episode, Bobby will speak on three simple steps to help you achieve time freedom: educate, take action, and invest.
Bobby’s advice to listeners is to have an alternative income in case of an emergency. Invest in real assets and focus on cash flow. For him, diversification in the stock market is a myth because all stocks suffer from market risk. If you’re looking to protect your portfolio and you want to truly diversify, start looking outside the stock market. It doesn’t mean you have to abandon investing in stocks, but there are many different options that you can try. Listen now to learn more!
Does cold calling work? As consumers have moved toward independent web-based research and online purchases and away from talking with salespeople, we doubt the value of using the phone in reaching out to prospective real estate clients. With new marketing and sales strategies available today, can you still effectively pitch your products and services using your phone? Our guest today, Jeremiah Boucher, founder and CEO of Patriot Holdings, answers this question with a resounding yes.
Jeremiah got his start in the RE industry cold calling to source deals. And after 15 plus years of prospecting and calling, his company is still using phones, among other strategies, to call prospective clients and nurture good relationships. In this episode, he talks about his journey from his humble beginnings as a college dropout to building his multimillion-dollar portfolio in commercial real estate. Listen now and learn crucial lessons that can help you find your edge and build your own real estate business.
We begin by quizzing Jeremy about the rising popularity of investor portals. He speaks about the advantages these bring, what they might say about a particular operator, and if they are even a necessary part of the investment process.
Operators who are looking for advice about how to distribute opportunities amongst their different tiers of investors might also find some of Jeremy’s later points valuable. We hear about how investors can make sure they get a piece of the pie if they find that higher shareholders are hearing about opportunities before them. Finally, we talk more about the dangers of sharing sensitive information between investors and operators, and how to mediate these.
Lance helps us understand the friction between LPs and GPs and how to minimize that. Lance also discusses institutional money – its pros and cons. Tune in for this rich discussion and enjoy the show!
It is possible to do a 1031 exchange into syndication. In this #Highlights episode, we look back at our conversations with Ted Lanzano, Alex Shandrovsky and Michael Brady. They talk about how you can take advantage of 1031 Exchanges and enter into syndication.
Ted talks about 1031 exchanges and how they can be used smartly for increasing your net worth. He also gives a bunch of examples of how you can use this strategy in your real estate business and keep growing your assets, all the while avoiding large taxation. Meanwhile, Alex and Michael shed light on some of the more technical aspects, such as complications that come with doing a 1031 exchange into syndication, the role of the 1031 investor in the syndication, and how to structure a deal with this type of investor. Click the play button and learn more about how you can take advantage of your 1031 exchanges!
I believe many of you, our listeners, have heard of our family story. My wife Chelsea and I have built a beautiful family of three children through adoption. We went through the arduous and costly adoption process three times and each time, the Lord provided in ways we could not have imagined to bring our children home. But, other adoptive couples may not be as fortunate.
Knowing the financial hardships, the great need of so many orphans in the world, and the many parents who don’t adopt because of the cost, Chelsea and I made the commitment, when we started Life Bridge Capital in 2017, of placing half of our personal profits to helping families bring their children home through adoption. Now, we’re happy to announce that we’re scaling our mission to help more families and change more lives. The Life Bridge Foundation is now a registered 501c3 nonprofit recognized by the IRS – meaning that 100% of donations to the foundation are tax-deductible.
Listen today to learn how we established the foundation and find out the ways that you can join us in this mission.
Struggling to raise money for your deals? At a loss for words when pitching to investors? It’s true that raising capital doesn’t come easy. But whether you’re raising six figures for your single-family deal or eight figures for your multifamily apartment investment, you will need to have conversations with potential investors in order to gain their trust and confidence so that they will entrust their money to you. But, is there a way to make capital-raising easier?
Our guest today, Marcin Drozdz, managing partner at M1 Real Capital has devised a systematic way to raise capital from private investors. He created the E.A.S.Y. system, a four-part method of approaching potential investors to raise capital for your deals. He goes through each of the four components of the E.A.S.Y. system and teaches how they can be applied. He also talked about his own journey to a successful career in capital raising and investor relations. Click now and learn insider secrets about communicating with potential investors and raising money.
Brandon Magierowski is an active syndicator and loan broker; he currently owns multiple multifamily properties in Louisiana, Texas, and Florida and is a graduate of Multifamily University.
Brandon is actually living the American Dream. He came from Canada to play baseball. Then he met a girl who became his wife and became a permanent resident. After graduating from school, Brandon started a baseball business where he met one of his current real estate partners. They wanted to invest in real estate, so they hired a coach and joined a mentorship program to learn how to do it. They purchased a triplex and a 6-unit property in just a few months. They wanted to scale, so they went to a boot camp to learn how to syndicate apartments. Their first deal as syndicators was a 119-unit in Lubbock, Texas. In this episode, Brandon will share the lessons he learned throughout his journey in real estate. Listen now!
The inverted bond yield curve, inflation ticking up significantly, interest rates rising, supply chain issues, and some challenges with the existing amount of debt are warning signs in our current economic environment that we need to pay attention to. Yet, our guest, Hunter Thompson, believes that we are in an incredible and could be a once-a-generation type of buying opportunity despite all these.
Hunter is a full-time real estate investor and founder of ASYM Capital. Since founding ASYM, Hunter has helped more than 400 retail investors acquire over 150 million dollars worth of mobile home parks, self-storage, retail offices, ATMs, and Cryptocurrency assets. Hunter is also the host of the Cash Flow Connections Real Estate podcast, which has received over one million downloads.
Listen now to understand better the four economic indicators mentioned above and other data points that will guide you to properly invest in real estate today.
We all recognize the value of building relationships in our real estate business. But how much time are you willing to put in to create those crucial connections? Would you be willing to take a phone call every two minutes, receive a text every 10 seconds, get hundreds of daily emails, and have multiple lunch meetings in a day? Our guest today has done just that and more.
When he learned the value of building relationships, Matt Teifke of Teifke Real Estate, says he made a commitment to “go all-in on it.” Doing so has enabled him to build a massive network, create a 150-strong RE agents team under his TRE brokerage firm, and co-own a property management company, and a construction and development firm. He believes in the power of connecting and adding value to the people that he meets whether they’re top players in the industry, just getting their license, budding entrepreneurs, or even high school students. Listen now to get to know Matt and gain valuable lessons and insights.
Cementing relationships with investors is extremely important. From the story around the property to the information, you share on social media and other channels. In today’s #Highlight episode, we feature our conversations with Alan Lewis and Adam Carswell. They share valuable tips on how to build investor relations.
Alan and his team are committed to making real estate investment accessible and understandable to more people, and as such they aim to simplify complex ideas and communicate with investors on a more personalized level. Meanwhile, Adam provides insight into the many skills required for this position such as getting investors on the phone because, without this, you do not have much else to work with. Enjoy the show!
If you are looking to create residual income, achieve financial freedom, or give your apartment building portfolio a boost, this episode is going to give you a lot of value! In this #Highlights episode, we look back at our conversations with Rodney Miller of Miller Investment Group and Tim Bratz of CLE Turnkey Real Estate.
Rodney shares how he’s become successful in managing single-family homes and creating passive income from multifamily units. Meanwhile, Tim shares how he shifted from renovating residential houses to renovating apartments after realizing that’s where the majority of his net worth came from. Click the play button now and be inspired to kick start your real estate journey today!
How long should you hold onto your property? Do you get in and get out of a deal after 18 to 36 months? Today, Bruce Woullett of Bakerson explains why investors need to think about long-term investments right now!
Bruce starts by discussing the problem with investors getting in and out of deals quickly. He then emphasizes that it pays to buy properties for a longer hold and buying for cash flow especially since the market is hot.
Should you manage a fund or go into syndication? What’s the better investment strategy - fund or syndication deal? Tough decisions to make. Although both can be great vehicles for creating wealth, their differences are enough that you should weigh the pros and cons of each against your investing goal, your skills and experience in the industry, and your capital. What’s crucial is your trust and confidence in your strategy and in your sponsor.
Our guest today, Steven Libman, talks about various aspects of managing funds and will help us weigh its plusses and minuses. As managing partner of Integrity Holdings Group, Steven had experienced both types of investing having shifted from syndicating commercial real estate to managing funds. So, whether you’re a passive investor or an active operator, you’ll learn valuable lessons and insights from our conversation today.
Tim Milazzo is the co-founder and CEO of StackSource, a tech-enabled commercial financing platform. Tim did not think he would be a full-time real estate professional because he did not immediately pursue a career in real estate after graduating from college. Back in college, Tim had his internship at CBRE, one of the world's largest commercial real estate services firms. That experience exposed him to real estate developers who had put towers up in New York City.
Tim was working for tech giants like Google and Facebook when he saw the opportunity in real estate tech to bring a different harnessing of information through tech and software. That got him back to the path of real estate. Eventually, he left his job and decided to put up his own tech company, StackSource. In this episode, Tim will share how they started this company, their vision, services, and plans for a more efficient commercial real estate financing. Plus, he’ll share how he quit coffee and conquered new plateaus!
Brad Cartier is a real estate developer, writer, proptech investor and advisor, and marketing consultant in the real estate technology space. Brad is a cofounder of Blair Capital Asset Management which develops and manages missing middle multifamily in the Ottawa area.
Brad is here to talk about the missing middle multifamily asset class – what is it, why he’s doing it, and the future for this class. Brad and his team have been doing it over the last 10 years. He’ll share how they scaled, their challenges, and how they prepare for a downturn. Listen now!
Branding is important in any business, even in real estate. Today, we welcome back John Casmon of Casmon Capital on the show. John is a real estate entrepreneur who has partnered with busy professionals to invest in close to $90 million worth of apartments. He will talk about the ins and outs of real estate branding and thought leadership today.
John kicks off by sharing an update on his business. He talks about his recent deal where they closed a $20 million deal of apartments in 100 days last year. He then discusses many important things when doing a real estate business such as talking to investors effectively, the Investor Portal that they use, the kind of CRM that works for them, and how to track your progress in terms of connecting and building relationships with your investors. Enjoy the show!
What are some critical skills that you need to master in order to find continued success in the syndication business? In this #Highlights episode, we look back at our conversations with successful syndicators Craig Haskell and Steven Libman.
Craig shares a comprehensive step-by-step workflow for inexperienced entrepreneurs who wish to make it big in the syndication business. Meanwhile, Steven shares the reason why he started syndicating properties in spite of owning a successful fix-and-flip business. Listen now and learn how to get started in syndication!
Key Points From This Episode:
- How did Craig start off in the real estate investing business?
- Craig shares how he learned the ropes of the syndication business.
- How did the changes to the taxation law open up some lucrative investment opportunities for Craig in 1986?
- Discovering a strong “why” will lay a strong foundation for your business.
- How to boost your productivity; Craig gives us a “peek” into his published book.
- Important skills that you need to master for efficiently operating a syndication business.
- Steve reveals that he is still active in the single-family, fix and flip.
- Why did Steve venture into syndication in spite of having a successful fix and flip business?
- Steve shares some interesting details about his first syndication – an 1193-unit, self-storage facility.
- Systems and Processes that have allowed Steve to scale up his fix and flip business
- What kind of multifamily deals does Steve prefer to invest in?
- Multiple benefits of investing in real estate syndication.
Links Mentioned in Today’s Episode:
Craig Haskell on LinkedIn
Value Hound Academy website
The Inside Game to Real Estate Value Investing
The Inside Game to Syndication Wealth
How to Take an Apartment Building from Money Pit to Money Maker
WS115: Comprehensive Step-by-Step Workflow for Syndication with Craig Haskell
Integrity Capital Group website
WS163: How I Transitioned from Fix and Flip to Real Estate Syndication with Steven Libman
How can you develop a strong business relationship with family offices and high net worth investors? Today in this #Higlights episode, we feature our conversations again with Fletcher Clardy III and Spencer Gray. They talk about how forging relationships with family offices can help you land numerous deals over a long-term period.
Fletcher details steps that a syndicator should take to secure investor relations and he emphasizes the importance of finding your niche. Meanwhile, Spencer shares how he got started and how to approach and communicate with these sophisticated groups such as the family offices. Click the play button now and enjoy the show!
Key Points From This Episode:
- How to start identifying your investment criteria and form key relationships.
- Finding high net worth investors through research and networking events.
- Reaching out to investors before meeting with them at events.
- Protect your credibility by only approaching investors with valuable deals.
- A family office is a unique and broad category.
- It is much more institutionalized.
- It’s about forming a relationship and trust.
- There are individual single offices and multifamily offices.
Links Mentioned in Today’s Episode:
Fletcher Clardy III on LinkedIn
Fletcher Clardy III on BiggerPockets
Clarity Equity Group website
WS694: Developing A Family Office Relationship with Fletcher Clardy
Gray Capital LLC website
Spencer Gray’s email
The Gray Report website
WS1101: Getting Started with Family Offices with Spencer Gray | #TechandTacticsTuesday
Asset management is an important part of any real estate business as investors had to handle large deals. Today, retired Air force pilot and now full-time real state investor, Iven Vien, talks about his superpower – asset management and the essential parts of it.
Iven begins by sharing the lessons he learned from serving in the military that he applies in his multifamily career. He then emphasizes the need for a real estate entrepreneur to identify the business’ end goal, the importance of your team, the role of insurance, working on your KPIs, and thinking through your property management. He also reminds entrepreneurs to lead people and manage processes well. Listen now and learn the essentials of effective asset management!
As a real estate business owner, how do you lead your team and your business to success? Certainly, effective leadership skills are crucial in managing a thriving and productive team that can help you achieve your business goals. While not every business owner qualifies as a great leader, our guest today underscores the fact that you can become the best leader that you can be, an effective leader who not only steers the path toward the vision but a true leader who inspires their team to be the best that they can be.
In this episode, Darren Krakowiak, speaker, trainer, facilitator, and founder of CRE Success, speaks about why leadership matters in the real estate industry and takes us through his own leadership journey in the business. He breaks down the qualities that make a good leader, gives insights on leadership processes, offers a feedback framework, and more. Click now and learn valuable leadership lessons to take your team to the next level.
Property management is about people. In today's episode, Michael Feldman will speak on identifying, acquiring, and retaining talent. Michael is the Co-founder and CEO of Choice New York Companies; which provides an array of 3rd Party Real Estate Services such as Property Management, Building Staffing, and Residential Brokerage on medium and large-scale buildings in New York City.
Michael lived in Los Angeles for a few years. He was in the movie business, behind the camera, doing location scout, location managing on major films mostly for Sony. There he met some of the wealthiest people and one of them was in the parking lot business. When he lost his job in 2008, he ventured into property management. He started the business with no experience in the field, knew no one in the industry, no client, no prospective clients, and no business plan. But today, they have 300 employees, 250 clients, and 17,000 residents in the toughest but perhaps the best market for Property Management in the country, New York City.
Key Points from This Episode
- Why and how did Michael get into property management?
- What did their growth look like at the beginning?
- Michael talks about an employee who was "in the wrong seat" but went from floundering to flourishing when he moved her.
- Michael speaks on the things that were helpful to him in identifying, acquiring, and retaining talent.
- What is the biggest component of hiring the best people?
- What are the specific traits that he looks for when recruiting people?
- At what point did he bring on an in-house recruiter?
- What's the number one thing that has contributed to his success?
Tweetables:
"To be candid, I've never loved real estate, but I love running a business and I'm passionate about being successful. And I think if you're passionate about being successful, that's where the perseverance comes from because otherwise, it's tough." [00:07:31]
"Sooner or later, the cream always rises to the top. You may not be on your timeline if you're an ambitious young buck or doe, so to speak, but it will happen." [00:11:50]
"It's certainly not luck in property management and real estate, whether you make it or not. If you think it is, that's just an easy excuse for your lack of success." [00:13:10]
"If you hire great people, they just make everything so easy." [00:16:03]
Links Mentioned in Today's Episode
Email Michael Feldman
Choice New York Companies website
The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich by Timothy Ferriss
Good to Great: Why Some Companies Make the Leap... And Others Don't by Jim Collins
About Michael Feldman
Michael is co-founder and CEO of Choice New York Companies which provides an array of 3rd party real estate services such as property management, building staffing, and residential brokerage on medium and large-scale buildings in New York City. He focuses his day-to-day activities on business acquisitions, brand awareness strategy, staff recruitment, talent retention, and select client advisory engagements.
Prior to co-founding Choice New York Management, he was a managing director at AFC Capital, a boutique commercial real estate investment bank. There he focused on securing debt and equity in multifamily, retail, and office transactions throughout the United States.
You’ve got to learn to pivot and course-correct to succeed in business. That’s the first lesson our guest learned as he got into the real estate industry. Meet Joseph Evangelisti in this #TechandTacticsTuesday episode! How Joe got into real estate started in childhood. His dad was in construction, so he grew up on a construction site. Joe loved seeing houses get built or turned into something more beautiful. He jumped into real estate in 2007 but shortly after, the market collapsed, and he had to shift gears quickly.
Because Joe was quick to pivot and make changes when necessary, he has grown tremendously in his business. He’s not just successful financially, but he’s also created a business that fits his lifestyle. Joe has time to be with his family and build relationships. He decided to pivot to self-storage from flipping houses, and he’ll share with us the opportunities he found in this industry. Listen now!
In any business, your team can make or break your success. Today, our guest Wesley Yates of VFR Capital Investments dives deep into the importance of having a strong team to succeed in this industry. Wesley details how in less than 18 months, his team has acquired 589 units bringing a total unit count of assets under management to over 1,500.
Wesley is a marine veteran who successfully transitioned to real estate. He shares that their unique point is that his team members are primarily veterans and first responders. He also compares being a real estate entrepreneur to being in combat. Tune in now and learn why your team is your greatest asset!
When you are investing in real estate, there are many tax benefits that are available to you. In this #Highlights episode, we look back at our conversations with Noah Rosenfarb and Mark Pierce. Noah is CPA and tax guru. And, Mark is an attorney, an accountant, and the owner of Cloud Peak Law LLC.
Noah explores how our self-reporting tax system gives us great tax flexibility which should always be used to our advantage. Meanwhile, explains some of the benefits of a limited liability company like Cloud Peak Law, which he believes gives you at least as much if not more protection in terms of a liability than a corporation does. Click the play button now to learn about the tax strategies you need to know now!
Syndication has been an avenue where people find ultimate success. Doing your first syndication can be overwhelming but once you figure your way around, success can be sealed. Today, we feature our conversations again with multifamily syndicators Zach Haptonstall and Jered Sturm.
Zach shares an impressive story of why leaving a $200k salary position for real estate syndication was the best decision he ever made. Meanwhile, Jered shares that he first worked as a maintenance technician, started a construction company, and eventually got into the syndication business when he cofounded the SNS Capital Group. Listen now and be inspired by Zach and Jered’s stories!
If you are starting in the real estate business, you’ll learn that many people started in the space while they still have full-time jobs. Today, we learn about the story of Eric Neely of Febros Capital. Eric has invested in multifamily real estate as a limited partner, as a general partner, has structured joint venture partnerships, and is currently an active apartment owner/operator in Wichita, KS.
Eric is hustling his W2 job as a trucker and his real estate business. He shares that his goal is to get out of the truck one day and focus on real estate, even if he loves driving a truck. He goes on to talk about the importance of having a personal connection with people as one connection can spell the difference between making it or breaking it in this business. Enjoy the show!
While there are many real estate syndication sponsors out there that you can work with, one question that a passive investor always wrestles with is - how can I know which syndication sponsor can be trusted to manage my investments well? It’s the most important step in your investing process so you have to ensure you select the sponsor that best fits your needs. So, how should passive investors evaluate a sponsor? What do you want your deal sponsor to be?
In this episode, Mark Cira, co-founder of Cira Capital Group, breaks down the process of vetting sponsors. He explains the criteria that he uses when evaluating, how he applies the 80-20 rule, and the non-negotiable qualities that can ultimately sway his decision. He also talks about the benefits of the fund on fund investing model as a path to a diversified portfolio and wealth building. All these and more so listen in to gain valuable investing lessons and insights.
Today, our guest purchased a property for more than it appraised for, and six months later, its value increased many, many, many times what he paid for – from $850,000 to $5 million! Jeremy Hans shares his incredible story in this episode!
Jeremy Hans is a Navy helicopter pilot turned commercial real estate investor. He syndicated two multifamily deals a year while still on active duty. He and his partner took some classes and joined mentorships to learn about mobile home parks and multifamily syndications. But later on, Jeremy decided to pivot to syndicating RV parks. What made him decide to move to a different asset class? Listen now to find out!
David Choi is back on the show to talk about building a team that functions without you. David is a seasoned real estate professional, serial entrepreneur, and expert in finding off-market deals. In this #TechandTacticsTuesday episode, David will talk about how hiring an EOS implementer has helped him regain time for his family and friends while he continues to scale his business.
David will also speak on how he created a culture within his business that gives every team member massive ownership and pride in what they do. He’ll share some of the fun traditions they have in the office like the “Big Cheese Award” that makes the people feel appreciated for all their hard work.
How to become an accredited real estate investor? Today, Mauricio Rauld of Premier Law Group is back in the show to discuss further SEC updates that can affect the real estate industry specifically the ins and outs of being an accredited investor.
Mauricio dives deep into accredited investors – the SEC rules about it and how to be a certified one. He also talks about the possible rollout of a certification program that one can go through to be an accredited investor as well as the possibility of the SEC imposing a limit for each accredited investor. Tune in now and learn more!
Getting started in real estate investing will not be easy. There are many things you need to know and understand before you can fully start your journey as an entrepreneur in the space. In this #Highlights episode today, we feature our conversations again with successful real estate investors Ivan Madrigal and Joel Block who share how to ace the real estate game.
Ivan shares some personal success stories, advice, and why hiring a VA is the best decision he has made. Meanwhile, Joel discusses a lot about what makes a good or professional investor and the factor of control that Joel emphasizes. Enjoy the show!
Transitioning from single-family to multifamily syndication is definitely not a walk in the park. But, once you do multifamily syndication, you will realize that it is a true wealth builder and there’s a chance for you to earn passively. Today, we feature our conversations again with Travis Watts and Eric Nelson who talked about how they transitioned from single-family to multifamily.
Despite Travis’ aspirations to grow his portfolio of single-family homes, he soon realized that the amount of work necessary both in management and operations meant that this model was not passive investing at all. Meanwhile, Eric believes that syndication is the best wealth builder and he emphasizes the need for first-time syndicators to be patient and take their time. Click the play button now and enjoy the show!
As an operator, it is important to be updated on the latest laws that apply to the real estate business, particularly in the syndication business. Our guest today, Mauricio Rauld of Premier Law Group, has been part of the show several times before and he will add value again today.
Mauricio is back on the show again to talk about SEC updates, specifically the current legal landscape that real estate syndicators need to know. He digs deep into the new rule that allows syndicators to start the deal using a 506(b) exemption and then in the middle of the syndication, literally pivot and continue the race under 506(c). This is a very important topic that will surely add value to you. Enjoy and learn a lot today!
While there’s a new breed of real estate clients emerging - technology savvy and digitally driven - there are also tech tools and online branding strategies available to real estate businesses to help them adapt to the fast-paced approach needed to satisfy these clients’ needs. Technology matters in your business. Using tools to automate your processes will simplify tasks, create efficiencies, and will give you a competitive edge. So, how can you take advantage of these benefits and take your real estate business to the next level?
In this episode, Sergio Altomare, co-founder, and CEO of Hearthfire Holdings and former IT officer with the U.S. Federal Reserve System talks about how he leverages technology, branding platform, and his overall acquisition strategy to scale his real estate businesses. He breaks down the systems and processes that he automates, how he creates a dynamic team, how he patterns his strategies after big tech companies and shares key lessons he learned in his journey building a successful RE business. Listen in to gain valuable insights and tips.
Our guest in this episode is Clive Davis. He is the founder of Park Royal Capital, a private equity commercial real estate investment firm focused on investing, acquiring, and operating multifamily communities. He is a full-time investor with a portfolio of nearly 2,000 units.
Clive entered the real estate business leaving a successful 20-year career. He started as a corporate transactional lawyer, became an in-house counsel, then, later on, evolved into a Chief Compliance Officer role. Clive had some exposure to real estate investing through his parents' single-family rental properties. He had always had that entrepreneurial itch which he was finally able to satisfy when he moved into real estate investing. Listen to his story now and be motivated to get out of your comfort zone to achieve more!
In this #TechandTacticsTuesday episode, our guest, Whitney Elkins-Hutten will walk us through things to consider before investing if you are or want to become a passive investor. Whitney is the Director of Investor Education at PassiveInvesting.com. She is passionate about educating and helping investors pick the asset class that will work for them.
Whitney will go into detail on the best ways to deploy capital. She’ll speak on investors’ frequently asked questions and concerns that keep people from investing. Whitney will also share how she assists and guides passive investors in creating their very own investing strategies.
Having a family is a blessing. In this episode, we speak to Christine Hsu of Noblivest shares that her family is her motivation in taking the leap in real estate investing. Christine talks about why did she take the real estate path to champion family time and financial freedom.
Christine shares she was a food scientist, working a full-time job, then her priorities shifted when she had a family and became a mother, then she found real estate. She also gives tips on how you can juggle family time and taking care of a business, the importance of mentorship, and how you can maximize social media to engage with investors. She currently owns six rental properties in Philadelphia, PA, and Westchester, NY, and is a JV partner and LP investor in over 1000+ multifamily units and MHPs across the Southeast and TX.
Click the play button now and be inspired by Christine’s story!
There are boundless opportunities in real estate. In this #Highlights episode, we feature the success stories of Mike Simmons and Lee Yoder. Mike tells us how he continued with real estate investing with his wife’s support even after his first deal tanked. Lee, on the other hand, tells us the process of realization that he’s an entrepreneur and left his career as a physical therapist.
Mike shares a bit about his background and his personal story, how he got started, and how he took his business to where it is today. Meanwhile, Lee talks about why investing was the perfect outlet for his entrepreneurial spirit that also allowed him to focus on the priorities in life – his family and his relationship with God. Tune in and be inspired by their success stories!
Hotels are a real estate asset class that has proven to stand the test of time, even recession. Today in our #Highlights episode, we look back at our conversations with successful hotel entrepreneurs Nichole Stohler and Mike Ealy. They tell us about the big opportunities in this asset class and how you can even offer double-digit returns for your investors.
Nicole gives us some great information on finding, acquiring, and rebranding a hotel investment. Meanwhile, together with his partners, Mike owns and manages over $1.8 billion worth of hotels, and he is on a mission to acquire 100 hotels post-COVID to help save thousands of jobs while delivering double-digit returns for his investors.
Listen now and learn more about the big opportunities that await you in hotel investing!
If you are new in the real estate space, many entrepreneurs will advise you to have a coach to guide you in this complex industry. Today, Jens Nielsen of Open Doors Capital is back on the show and he talks about how having a coach was crucial in his real estate journey and how he is now helping rookies in the industry to learn the ropes.
Jens shares that he already left his full-time W2 job and is now a full-time real estate entrepreneur. He describes hiring a coach as the best decision in his life. Now, Jens is a certified high-performance coach and he details the importance of having a vision for yourself. He also talks about asset management, the metrics that need to be met, KPIs, and a lot more. Tune in now and enjoy the show!
As real estate entrepreneurs, we all know what overworking looks like: trading sleep hours for work hours, too absorbed at a task to eat meals, skipping exercise time to answer emails, missing out playtime with the kids to continue working at night, passing up on relaxing weekend activities because of deadlines, and having trouble setting boundaries between work and home. If you can’t enjoy time off of work, then work is consuming your life, and it will take a toll on your health, your productivity, and your relationships.
In this episode, Dr. Richard Shuster, licensed clinical psychologist, TEDx speaker, CEO of Your Success Insights, a psychological assessment company, and the host of The Daily Helping podcast, talks about living a healthy, balanced and productive life as an entrepreneur. His own near-death experience had been a wake-up call for him to transform the way he works. And now he advocates the same for all especially the busy entrepreneurs. Learn how to take back your time so you can enjoy work and life more!
To hear all of Dr. Richard Shuster’s stories and valuable insights and tips, join us today!
Key Points From This Episode:
- Dr. Richard introduces himself and his initial work as a clinical psychologist.
- His search to do more meaningful work leads to starting his podcast that gave him clout and relationships access.
- Dr. Richard creates his own psychological assessment company.
- Why working for your “why” can take a toll on your health.
- Dr. Richard talks about his own health scare brought about by overworking.
- His near-death experience compelled Dr. Richard to make changes in his work routine and schedule.
- How being mindful of the amount of time spent at work at the expense of personal relationships motivates Dr. Richard to keep a balanced and productive lifestyle.
- How Dr. Richard uses a filtering system to have a lean work calendar.
- Dr. Richard practices the 4Ds (Do, Delegate, Delay, Drop) to manage his work load.
- Dr. Richard’s tips on how to say “no” to some people so you can say “yes” to your significant others.
- More tips to be productive at work and healthy in mind, body, and relationships
- How sleep is critical to physical health and restoration and work optimization.
- The ways that Dr. Richard gives back to the community
Our guest in this episode is Joshua Christensen. Joshua specializes in acquisitions, finance, and underwriting multifamily. He brings 25 years of real estate experience in banking, mortgages, construction, $2.1M of recent single-family flips, real estate sales, property management, and investing. Joshua was a Mortgage Loan Manager when the 2008 financial crisis happened. He lost everything because of the crash and it brought him all kinds of fears for his family's future. But that painful experience led him to his success now.
Joshua will share how he overcame his fears, learned how to underwrite deals, and understood the whole syndication process. Each year became better and now he is reaping the results of hard work and determination. Listen to his story now!
Cody Laughlin is our guest for this #TechandTacticsTuesday episode. Cody is a real estate entrepreneur and thought leader with over 10 years of real estate investing experience. He found his way to real estate by accident. In 2010, he became an accidental landlord when he and his wife decided to rent out one of their houses because they couldn't afford to pay two mortgages.
Today, Cody is a general partner at about 150 million dollars across 847 units in multifamily real estate. In this episode, Cody will dive deep into market dynamics and fundamentals, underwriting, and creative ways of finding and adding value to your property and community. He'll also talk about his skillsets and finding other people that will complement those skillsets to build a team. He'll also share how he learned to underwrite and mention some of an underwriter's challenges in our current, competitive market.
As a real estate investor, it is important that you do your own research and that you learn about the industry as much as possible. Today, our guest Rob Finlay of Thirty Capital details what you can do to be an expert on the industry and even become an expert underwriter. Rob and his company had spent more than two decades bridging the gap between innovation and technology to push the boundaries of commercial real estate.
Rob shares that he grew up in the real estate. He then enlightens passive investors about the risks that they need to be looking for and why it is important to be an expert in the industry. He also talks in detail about blockchain and how it is related to real estate investing. Tune in now and learn about real estate and blockchain investing!
Investors relations are a key component in building a strong business. Today in this #Highlights episode, we feature our conversations again with real estate entrepreneurs Alina Trigub and Caleb Bryant. The two give us unique tips on how to care for our investors.
Alina talks about caring for your investors like a mom. She says treating your investors or potential investors with a mom-like quality by giving them unconditional attention and attentively listening to them allows you to determine how you can help them in the best way possible. Meanwhile, Caleb says that establishing good relationships with investors and brokers, patience, and having the right mindset are the best ways to help you close deals. Enjoy the show!
Most syndicators would agree that your first deal is a very important one as it can be one of the hardest ones to close. In this #Highlights episode, real estate entrepreneurs Kyle Mitchell and Brian Briscoe talk about how they found and closed their first multifamily syndication deal.
Kyle walks us through his first syndication deal and narrates the importance of coaching programs in preparing yourself for landing that first deal. Meanwhile, Brian shares he went into his first deal with a self-centered mindset but came out the other end understanding just how much of team sports syndication truly is. Tune in and be inspired to close your first deal today!
How to go from having $100 million assets under management to $3.5 billion in five years? No better to speak about this than Kip Sowden of RREAF Holdings. Kip was able to scale his business fast with a team that started from 15 people to now over 400.
Kip starts by detailing the scale of his real estate business with $3.5 billion assets under management. He has been active in sales of more than 12 million square feet of commercial real estate and over 36,000 apartment units throughout the United States. He shares that his business grew by embracing the opportunities in housing and hospitality for Americans. He also talks about his business being vertically integrated and how it enables them to have more control and efficiency. Tune in now and be inspired by Kip’s story!
Blackstone, the largest owner of commercial real estate in the world - who would want to go head to head with the colossus of the industry? But Ryan Webster, founder, and managing partner at Equity Yield Group has been taking on the big players in the past year, bidding against the likes of Blackstone and Greystar and acquiring $165 million in assets with 665 units all in a span of 12 months. How does Ryan do it?
In this episode, Ryan talks about the most important aspects of running the syndication business that allows him to stand shoulder to shoulder with industry stalwarts. Listen to him talk about ‘doing ordinary things extraordinarily well’ to set his company apart from the others.
To hear all of Ryan’s valuable insights, join us today!
Our guest in this episode is Brian O'Neill. Bryan is an experienced real estate investor and business owner who provides flexible real estate solutions for buyers and sellers in the greater Chicago land area and beyond. He'll share with us today how creative financing works for the seller and buyer.
Brian and his wife, Kate, went through challenges at the beginning of their journey in real estate. They sold their house and were supposed to get 40, but after paying everyone – the realtor, closing cost, tax orations – they got left with four. Brian realized there had to be a better way to do it and that's what led them to buy homes creatively and launch BKW Property Solutions.
David Choi is joining us in this #TechandTacticsTuesday episode. Throughout his experiences in different platforms in real estate, David found inefficiencies in the traditional acquisitions and deal sourcing processes. So, in 2017, he began developing a proprietary deal sourcing platform, using a data-driven approach to sourcing and acquiring deals on a national level. So, in this episode, David will share where to get "clean" data and how to narrow it down to your target market.
To successfully acquire deals, you need to keep the process simple and be consistent with your marketing strategies. David shares how to get in touch with those gold mine properties and sellers who are highly motivated to sell and follow up with them. What is his highest return on advertising dollars? What do the ratios look like, for example, in the number of connects versus the actual closes?
The kind of mindset that you have can spell success for you. Today, our guest is mindset coach, author, and podcast host, JM Ryerson. He gives important tips on how you can get the winning mindset that can help you achieve your goals in life and in your career!
JM talks about the two important questions to think about when you want to have a winning mindset: who’s running your agenda? What’s feeding your mindset? He also details how you can use technology, specifically social media, to your advantage by finding something motivational and inspirational. Listen now and find a lot of value in this episode!
Insurance is an important part of any business. Having insurance, real estate entrepreneurs can be secured whenever there’s an untoward incident involving the property. In today’s #Highlight’s show, we look back at our conversations with multifamily real estate insurance specialists Clinton Orr and Matt Sutika.
for any Clinton shares his knowledge about the industry and provides an array of valuable insights into the often neglected world of insurance. Meanwhile, Matt emphasizes the importance of working with an expert who has niche expertise. Click the play button now and learn about the importance of real estate insurance!
Getting the attention of a broker in any market is both an art and a science. Honing a good relationship with them is crucial as working with a broker is an essential step to secure a successful deal in real estate. Today, we look back at our conversations with seasoned real estate entrepreneurs Mark Kenney and Alex Olson. They give valuable tips on how you can build a good relationship with brokers and at the same time, get their attention even in a hot market.
Mark emphasizes the importance of building relationships and being kind and fair to those you work with. Meanwhile, Alex digs deep into the complex relationship between investors and brokers and vice versa. Click the play button now and start honing a good relationship with your broker today!
Short-term rentals have gained momentum especially since people are starting to travel again after the lockdowns caused by the pandemic were lifted. In this episode, we hear a very interesting take on syndication, specifically syndicating short-term rental projects. Alex Jarbo shares his unique short-term rental development strategy.
Alex details how they are raising money for his short-term rental projects and how this business model can help short-term rental entrepreneurs to scale fast. He also details the importance of having a mentor, doing research, and building your team. Tune in now and learn more about this new take on syndication!
It's the biggest fear in the hearts and minds of all investors - losing huge money in an investment. Calvin Chin had that most unfortunate first experience dabbling in real estate - a financial loss that is huge enough to drive a new investor to throw in the towel and shun real estate investing forever. But Calvin is made of sterner stuff. He picked himself up, consigned his initial tumble as one of his best, albeit expensive, experiences in life, and made investments after investments until he decided to quit a well-paying high-tech job to find a path to buy back his time and energy, the biggest assets in life.
Today, he is a full-time real estate investor and coach at Zen Coast University helping people create wealth and make an impact on their community via real estate investing. In this episode, he talks about the extraordinary path he took, not only to gain financial freedom but more importantly, to find meaning and purpose in his life.
Have a listen and be inspired.
Our guest, Drew White, became a Modern Wealth Consultant for real estate investors, business owners, and athletes from being a pediatric oncology nurse. Drew is passionate about teaching others that there is a better way to maximize money than most people are aware of. He believes that you can take control of your money and use it to invest in more cash-flowing assets.
In this episode, Drew will share his background on how he got into real estate and his thoughts on bitcoin and infinite banking. What kickstarted his interest in bitcoin, and why does he invest in it? He'll give a brief overview of infinite banking and explain why life insurance is the best vehicle to create a bank where you're the owner and you get the benefits.
Will rates continue to rise? How high is it going to be? Our guest today, Eric Panecki shares his insight as a lender and economist on interest rates, inflation, and what he expects to happen in the real estate market over the next months.
Eric will also speak on things to consider about bridge debt as he shares his background on how he got into the real estate business and started out their private mortgage and origination company, Leverage Capital Ventures. They lend out money to real estate investors who are buying multifamily, new construction and value add. He’ll talk about how they built their team and the culture they have in the company that has helped them scale fast.
There are big opportunities in distressed commercial real estate if you know how and where to find them. Today, we speak to real estate entrepreneur and author Jake Harris. He elaborates his business of buying and repositioning distressed assets.
Jake talks in detail about how he came up with his book Catching Knives: A Guide To Investing in Distressed Commercial Real Estate amid the onset of the Covid-19 pandemic. He also discusses the fundamentals of investing in distressed assets and how you can utilize your team and technology to your advantage. He then emphasizes the importance of having an effective system and how it can affect your business big time. Tune in now and be inspired!
When handling a business, you have to prepare to face bottlenecks and overcome them along the way to be able to scale. In this #Highlights episode, we feature our conversations again with Ben Risser and Josh Sterling. The two share what tools and systems they have to put in place in their respective business to allow them to grow fast.
Ben shares some of the main bottlenecks that they’ve experienced as they continue to scale and how to coordinate between different teams. Meanwhile, Josh shares some of the systems that they have put in place to overcome these pain points along with how the growth has added extra depth to his company. Tune in and learn how you can overcome some hurdles and scale fast now!
Commercial real estate investing is a very good option if you want to start big. But, it is a whole different kettle of fish from residential real estate and some investors find themselves struggling when taking the leap into commercial. Today, we look back at our conversations with real estate entrepreneurs Anthony Griffin and Shane Melanson who detail to us the benefits of investing in commercial real estate.
Anthony discusses why he chose to focus on commercial rather than residential properties, how he and his team have prepared for the coming recession, and a few practical tips for improving your business today. Meanwhile, Shane believes in the power of education and offers mentoring services for those looking to break into commercial real estate. Listen now!
Networking is a great way to help your business grow. Today, we speak to Matt Jones of Hawkwing Capital and he shares how he uses networking in his business and how this has helped him close deals.
Matt starts by sharing how he started investing in real estate. He then talks about the opportunities in doing larger multifamily, finding the right mentor, and transitioning from being passive to an active investor. He also talks in detail about his superpower: networking. Click the play button now and learn how you can utilize the power of networking in syndication!
It seems the odds are stacked against Art Morrison III - from his humble beginnings as a child of working-class parents, his father’s frequent forays in prison, constant school moving, parent’s divorce, repeated injuries that strained his basketball career. When he was younger, only his all-consuming love for basketball fueled his drive and determination to make it big as a professional athlete in his chosen sport. Fast-forward to today, Art now heads a private equity firm, United Home Relief, that in than two years posted multimillion-dollar transactions, buying, flipping, and renting homes. He’s winning big in the sport of real estate investing.
What happened to his basketball career? How did he rise above the challenges? What became of his family? How did he end up in real estate? Art will answer all these questions in our episode today. Hear him talk about his remarkable journey of overcoming obstacles, and unlocking his ‘superhuman’ to achieve his goals.
Click now to listen and be inspired.
Ever since the pandemic started in March 2020, it has been difficult for syndicators, operators, or investors, in general, to qualify for a loan. Banks and other lending facilities have been more careful and strict in their requirements. But for our guest, Vernon Beckford, 2020 turned out to be the best time for them to start their lending business called Diversified Lending Solutions.
DLS is a loan program designed to programmatically support real estate investors and syndicators. Vernon explains how they are different from brokers in the way they transact and support their clients. He also suggests a few boutique options that could be helpful to syndicators as they pursue deals. Listen now to know how DLS can help you fund those deals!
In this #TechandTacticsTuesday episode, we’ll hear about a story of resilience and not giving up. Mike Angelo, founder of NK Development Group will share how he got into multifamily syndication even without experience or knowledge. Mike had roles in executive leadership, technical support, and strategic sales for two multibillion-dollar organizations in the construction supply business before his position was eliminated. He had some savings and a lot of time so he decided to go for multifamily syndication.
Mike learned about how to invest through podcasts, YouTube videos, and other media. He began investing in a couple of projects to understand how to raise capital. He started building his own business model from the ideas and best practices he learned from other operators. He learned ease of investing and adopted the use of InvestNext which has helped them establish a seamless process and build good relationships with their investors. But he got his first deal after underwriting 800 deals! He refused to give up and now he is reaping great success for all his hard work.
Out-of-the-country real estate investing can be very time-demanding. But, it is possible. Today, we speak to Bernard Pierson of Equiti Partners LLC and he shares how he started his real estate journey in Latin America and he then later focussed on U.S. real estate investing.
Bernard shares that his first real estate deal was a real estate development in Latin America. He later discovered multifamily syndications in the U.S. and started investing as a limited partner. He then shares that his investments in the U.S. are doing way better than the ones he had in Latin America, that’s why he focussed to invest here. Listen now and find out the differences between investing in Latin America and the U.S.!
If you want to build wealth through real estate investing, doing it long-term is one way to secure that you are building a stable wealth. In today’s #Highlights episode, we feature our conversations again with successful real estate entrepreneurs Marco Santarelli and Lee Kearney. The two share valuable tips on how you can invest in real estate long-term.
Marco shares ten tips for successful long-term real estate investing. Meanwhile, Lee tells us why he is more risk-averse than your average syndicator and why this has not been a problem in his work at all. Click the play button now and hear many valuable tips about investing!
Adding value to your multifamily property can be advantageous to both the operator and tenants. In today’s #Highlights episode, we feature our conversations again with real estate entrepreneurs Rich Trepanier and Garrett Lynch who share their experiences in multifamily value-add.
Rich highlights three important issues to pay attention to on a value-add project which are calculating cost on square footage, having an emergency fund, and being clear about who is overseeing the renovation. Meanwhile, Garrett talks about his experience in the operational value-add side of the business. Enjoy the show!
How has being an elite athlete, an Olympian, can influence one to do business? Today, we speak to Olympic rower turned successful real estate entrepreneur Hans Struzyna. Hans shares how his background as an athlete help him become an effective entrepreneur.
Hans starts by sharing his beginnings as a rower and how his over 12 years of athletic career led him to the world’s biggest stage in sports – the Olympics. He then talks about how the skills he learned as an athlete helped him to become an effective entrepreneur today, how to overcome failures, and how to build relationships with high-net-worth individuals. He also tackles the importance of building a loving and lasting marriage. Enjoy the show!
Real estate investing is not always easy but investing together as a married couple with a large family has its advantages and big rewards while posing its own set of challenges. The myriad of roles to play keeping a household in order while pursuing a W2 job and operating property rentals can definitely add stress to a couple’s and a family’s relationship. But having each other’s support and knowing how best you work as a team to create a life and business you love to be in together will make a marriage, family, and real estate investing work.
In this episode, Ken and Rachael Wick talk about the path they took to pursue their mission and life goals. From being professional educators to small single-family investors to today’s general partners in larger multifamily apartment syndications while creating a positive impact in the communities they support, the Wicks always find a way to make things work to achieve success. Click now to listen and learn some valuable insights.
In this episode, we’ll feature Bobby Fijan, Co-Founder of Tailorbird. Tailorbird is a construction technology company that aims to speed up multifamily renovation. We met Bobby through Twitter and he’ll give us a taste of the community out there, his involvement, and the benefits that it brings to real estate followers.
Bobby also goes on to share about floor plan optimization. It is his specific niche interest in real estate. He’ll discuss a couple of factors that he believes will make a significant difference and value to your property whether as an owner, LP, or GP. Although there’s no perfect floor plan, Bobby believes that it can be optimized to serve the specific needs and style of your target market which will, in turn, yield a higher return on your investment.
In this #TechandTacticsTuesday episode, we’re featuring Kevin Heras, the co-founder of InvestNext, a software platform that modernizes the way real estate syndicators investment firms raise and manage capital. It’s a workspace that manages the entire process of real estate syndication and is used by major syndications and investment firms internationally.
If you are a syndicator still using Excel and shared files and folders, then you’ve got to listen to this episode to know about InvestNext. It will save you money and effort in hiring more people to do everything manually. InvestNext provides the ease of process for the syndicator and, most of all, the investors. If you’re new to this industry, this platform will give you a solid professional presence with the assurance that everything is securely managed and transacted.
Once you realize the advantages of multifamily syndication, there are limitless possibilities in terms of growing your wealth. In today’s #Highlights episode, we feature our inspiring conversations again with real estate entrepreneurs Abel Pacheco and Axel Ragnarsson. The two talk about their incredible journey of learning about syndication and how it becomes a key for them to grow their wealth.
Abel shares that by discovering multifamily syndication, he was able to go from just eight units to 800 doors. Meanwhile, Axel details how he got into the multifamily real estate investment business, how he accumulated the financing in order to get started, the importance and function of networking, and establishing in-depth relationships with people in the business. Enjoy these inspiring stories!
What is the difference between a joint venture and syndication? And why should you consider a joint venture in your real estate deal? In this #Highlights episode, we look back at our conversations with Jeff Lerman and Edna Keep. The two talk about how to set up a successful joint venture.
Jeff discusses what a joint venture is, the difference between a joint venture and syndication, and why you might use a joint venture instead of a syndication structure. Meanwhile, Edna tells us why she prefers to do joint ventures in her real estate deals. Click the play button now and enjoy the show!
Self-storage is an asset class that has stood the test of time. It is considered one of the most reliable asset classes even amid a downturn. In this #Highlights episode, we feature our conversations again with entrepreneurs Kris Benson and John Manes as they explain why self-storage is the best asset class to invest in.
Kris talks about how he started in the real estate business and why he invests in self-storage. Meanwhile, John talks about some of the more technical aspects of his self-storage business, such as finding and structuring deals. Tune in now and find out why you should consider investing in self-storage today!
Today’s guest is Tim Kelly, VP of Education and Co-Owner of Active Duty Passive Income. Tim talks about his time in the military, his decision to exit early, and eventually focus on real estate investing. Tim shares that his main goal is to help active, veteran, reserve, and other military-affiliated personnel realize their financial freedom goals through real estate investing.
Tim talks about how their platform, the Active Duty Passive Income, helps soldiers and veterans alike to learn how to build wealth and manage their finances so that they can find the path to financial freedom. He also elaborates on what is high-performance coaching, how to improve your productivity, and how you can grow an impressive community of investors. Enjoy the show!
Starting with a single-family rental five years ago as a side investment to a W2 job, former IT engineer, now Lakeline Properties founder Joel Fine is now a general partner in 1100+ doors, a key principal or limited partner in 7000+ doors across seven states, and a principal in ground-up development projects. The key to his spectacular rise from a small start-up to a big scale-up in real estate investing? Finding the right partners to work with.
Joel attributes his success to his remarkable collection of partners. He says in each of his past projects, he has teamed up with distinguished, expert investors to find, fund, and buy assets with excellent profit potential. Hear Joel talk about the pathway he took to achieve success in multifamily investing. Click now to listen and learn some valuable insights.
What has been the lowest point in your life? How did you get through it? In this episode, we’ll hear about Javier Hinojo’s success story in real estate. He started from very humble beginnings – barely a dollar in his bank account and zero background in investing. Listen now and find out how he made it to the top!
Javier is the CEO and founder of All States Equity Group LLC, a commercial real estate investment firm. He focuses on acquisitions and turns them into investment opportunities. Javier has 827 units and $75,000,000 AUM across seven states and is a Rich Dad Poor Dad Hall of Fame awardee. He continues to thrive in this industry, and he’ll share some of his strategies with us!
In this #TechandTacticsTuesday episode, we’ll have Ryan Barone, RentRedi’s Co-Founder, CEO, and CTO. RentRedi is a comprehensive app to help landlords manage their properties in a hassle-free way.
Ryan will speak on how he got the idea to create this app and dive into details about what it can do to make the whole rental process smooth and easy for landlords and tenants. He’ll also talk about the value of customer feedback and how they used that information to improve their tech and business.
Did you know that there is a way you can impact lives while investing in real estate? Today, we dig deep about making a difference in the lives of the people in the community where you invest with Wild Mountain Capital CEO Sam Sells.
Sam starts by sharing his background, his experience serving in the Air Force as a firefighter, traveling the world and seeing the disparity of healthcare and housing security in other countries, and how he transitioned into real estate investing full-time. Sam shares that seeing the world made him realize that he needs to go back to the U.S. and start helping people and housing is one way he found he can help. Sam also digs deep on how they tap institutional partners to make a difference. Listen and enjoy this valuable episode!
There are many things to consider when you are new to the syndication business. In this #Highlights episode, we look back at our conversations with Mauricio Rauld and Bruce Petersen who talk about the things a rookie syndicator must know before they start their journey in this very competitive space.
Mauricio tackles some of the biggest and most common mistakes beginners make while getting into the syndication business. Meanwhile, Bruce gives tips from his book Syndicating Is a Btch: And Other Truths You Haven’t Been Told*. Tune in and kickstart your syndication journey today!
There is no fixed formula to success. But, there are rules that you can follow to build wealth. In this #Highlights episode, we look back at our conversations with financial planner Christopher Calandra and financial advisor and now full-time real estate investor Jason Harris. The two talk about how you can build wealth through real estate.
Christopher talks about the seven wealth-building rules every investor must know. Meanwhile, Jason tells us the reason why the wealthy are investing in real estate. Listen now and understand how you can start building wealth through real estate investing!
What makes a good operator rises to the top? Today, we speak to Mark McGuire of Hearthfire Holdings about his experience as an LP to being a GP. He also elaborates on how to become an effective operator.
Mark starts by sharing his experience as a professional musician and transitioning to being a full-time real estate entrepreneur. He talks about the lessons he learned as an LP and transitioning as a GP. He emphasizes the importance of trust and relationship building in the syndication business. Tune in now and find out how to be a good operator that rises to the top!
How do you juggle a full-time job in the police force while managing rental properties? Our guest today ex-Toronto cop Adrian Pannozzo took a home equity loan, bought three rentals to subsidize his income, and started on his dream to build generational wealth in real estate. But two years into full-time policing and running the rentals, Adrian was exhausted and worn out than ever.
Fast forward to today, Adrian Pannozzo has built a real estate investment firm (Executive Properties Capital), a property management group (Executive Properties Inc.), a construction company (Vision Construction Management), and has acquired over 60 investment properties with 350 rental units. He has built a multimillion-dollar real estate business in less than a decade.
Find out how Adrian journeyed to real estate success in this episode. Click now to listen.
Today our guest is Chad King. Chad’s passion is building generational wealth by investing in multifamily apartments. He owns 494 doors. He has a unique ability in Sales and Negotiations, dealing directly with sellers in large Real Estate investment transactions.
Chad believes that it takes seven to twelve touches before you get a response from the owners. Thus, you’ve got to have a lot of consistency and persistence. Listen now and find out how he scaled and developed his multifamily investment.
Our guest, Andrew Cushman, tried different businesses before leaving his corporate position to start in real estate investment. In 2007, Andrew discovered house flipping, and in 2011, he transitioned to multifamily acquisitions and has successfully syndicated and repositioned over 2,300 multifamily units.
In this #TechandTacticsTuesday episode, Andrew will speak to us about choosing the right debt to match your exit plan. He’ll give us tips on when and how to use different loans and hedge for a potential downturn. He also talks about building relationships with investors and brokers and picking the perfect market or location to start your multifamily investment.
In doing a business, it is crucial that you are prepared to take the risks. Today, we speak to real estate entrepreneur Colby Fryar and he talks about his journey of a second chance and how he was able to find success in the multifamily space.
Colby starts by sharing his story of being an engineer and after reading the book, Second Chance, he decided that doing business is the way for him to achieve his goals. Colby emphasizes the importance of having a mentor, learning the business’ ins and outs, and being open to taking risks. He also details how he was able to go from having six single-family units to having over 130 units in less than a year. Listen now and be inspired by Colby’s journey!
What does crowdfunding in real estate syndication means? What are its pros and cons? In this #Highlights episode, we feature our conversations again with Amy Wan and Kai Zainabadi. They talk about how you can do crowdfunding for your real estate deal.
Amy shares the pros and cons of crowdfunding and the complete workflow for crowdfunding a real estate deal. Meantime, Kai explains syndicators benefit from crowdfunding by accessing more investors. Click the play button now to learn more about crowdfunding in real estate syndication!
There are many benefits of strategic partnerships in multifamily syndication. For years now, it has been proven that syndication is a team sport, that’s why finding the right partner/s will be an advantage. In this #Highlights episode, we look back at our conversations with business partners Ben Leybovich and Sam Grooms, and Synergetic Investment Group CEO Jeff Greenberg.
Ben and Sam attribute their success to one another, agreeing that they could not do the things alone and that their partnership is a blessing. Meantime, Jeff shares some tips on how you can get started with syndication and strategic partnerships by building relationships. Click the play button now and start learning how to build partnerships!
Your business model is a factor in how you can succeed in this industry. In this episode, we speak to real estate entrepreneur Mike DeHaan and he talks about his superpower: direct-to-seller marketing.
Mike starts by sharing his journey in real estate – he left his engineering career to take his chance in this industry. He also talks about the importance of getting your wife and family’s support in pursuing this career. He then talks deeply about direct-to-seller marketing: what it means and how they do it. Enjoy the show!
The ability to make a decision on whether a multifamily deal is financially sound and will make money is crucial to your success as a real estate investor. That’s why learning the key metrics and how to use these numbers to evaluate lucrative deals is the biggest strength you can have as an investor.
In this episode, we’re going to take a look at the top metrics that our guest, founder, and principal of Totem Capital Group, Ruben Dominguez, uses to evaluate multifamily deals. He also talks about his transition from the IT software industry to real estate investing, starting from single-family rentals to his successful multifamily properties. He revealed his biggest challenge this past year and how he's overcome it as he shares an optimistic outlook on the multifamily class even in economic downturns.
Click now to listen to Ruben Dominguez talk about all these and more.
Our guest, Victor Cuevas, shares his perspective on investing in California and will teach us how to take advantage of the changes that are taking place in cities and niches and turn them into investment opportunities.
Victor is the founder of the new crowdfunding REI platform, Griffin Crowd Capital. He has built a mortgage empire, spanning 36 offices in several western and central states. He started with just two loan officers that grew to 288! But then, in 2007, he closed all his offices after the financial crisis and had to start again. He tried a different but more efficient strategy. He was persistent, consistent, and he took action. Now, he has achieved success!
Andrew Leedom was a successful engineer who decided to shift to real estate after discovering the endless opportunities in this field. He started investing passively in multifamily and then focused on commercial real estate, specifically self-storage.
He had problems in financing because of environmental issues on the property and the bank wouldn’t lend him money, but he got through it all and even got the property for a lower price. Andrew believes that having clear goals and writing them down was a huge factor in his success.
Opportunity sometimes knocks in the most unexpected circumstances. In this episode, we speak to Eric Nelson, CEO of Wild Oak Capital, and he shares how he was able to buy his first multifamily property by just walking around his neighborhood.
Eric talks about how important it is to gain the trust of the person you are dealing with, as well as build a relationship with them. He also talks about overcoming the limiting beliefs and how getting his wife onboard in their real estate business is a good move. Tune in now and learn a lot about Eric’s experience!
What are the essential things you need to know when you are opening, closing, and post-closing a multifamily deal? In this #Highlights episode, we feature our conversations again with multifamily investors Juan Vargas and Mike Vann. They detail how to close a multifamily deal successfully.
Juan walks us through his process and best practices from the opening, to the closing, to the post-closing of a deal. Meantime, Mike shares the events that transpired after closing the deal with Google and the game plan they have put in place. Listen now and enjoy the show!
If you want to scale fast in this industry, you have to be open to using technology to your advantage. In this #Highlights episode, we feature our conversations again with real estate entrepreneurs Corinn Altomare and Dylan Marma. They talk about the software they use to scale their businesses.
Corinn shares the incredible way that she has used technology to scale her operation. She details how she and her partner realized they needed air-tight systems to move to the next level. Meantime, Dylan shares some of the project management, email management, customer relationship management, property management, storage, and deal management software that he has in his tech stack, and how he uses them to boost the performance of his business.
Listen now and start learning about technologies that you can use to scale your business operation!
When is the best time to invest in real estate? Many real estate investors will say the best time to invest is now! In this episode, we hear the story of 22-year-old entrepreneur William Brown. William talks about his real estate journey and also about his company TitanX.
William shares how from having only $30 to his name in his late teenage years, he now has a million-dollar real estate investment business at 22 years old. He talks about learning entrepreneurial skills by reading books, listening to podcasts, and having a mentor. He mentions that he did a thousand hours of research and hundreds of hours of doing the actual work. He also elaborates on how he discovered dollar-productive activities and the ability to use leverage.
Click the play button now and be inspired to start your real estate journey today!
Is it possible to start and operate a real estate investing business while holding a W2 job? It most definitely is. Chris Freeman, a high-tech sales executive, is proof that with the right mentor or partner, you can learn from the best in the industry and earn like the best.
In this episode, Chris talks about how his vast experience in high-tech sales propelled him to build a multi-million dollar multifamily portfolio. His journey wasn’t easy especially with finding partners and capital-raising but he rose above these initial challenges with sheer determination and consistent action. He now helps salespeople like himself to navigate real estate investing, so that they, too, can learn from the best and earn like the best.
Click now to listen to Chris Freeman talk about his story.
Taylor Sohns, Co-Founder of LifeGoal Investments, will discuss where to save for your next downpayment while in this inflationary environment. Would you rather lose purchasing power in that savings account or take the risk and invest in a portfolio diversified between stocks, bonds, and commodities?
In this episode, Taylor will explain the current inflation in the housing market and discuss the products that LifeGoal Investments offers to help you decide where to professionally invest your dollars for a down payment for an upcoming home purchase.
From being an energy investment banker to a successful entrepreneur, Ben Johnson, Founder, and CEO of Spruce took the leap and became the leading home services provider to apartment residents. Since launching in April 2016, Spruce has grown to service over 500,000 apartment homes in 17 markets. Find out in this #TechandTacticsTuesday episode about their revenue model and the amenities and services they offer that can boost your tenant retention in a major way!
Ben raised $8 million to get this business launched and the rest is history. What was the strategy that worked for him to fund this company? Where did he get his idea and what gave him the confidence to leave his career and make this happen?
There are two kinds of real estate investors: active and passive. In this #Highlights episode, we look back at our conversations with successful passive investors. They are Kay Kay Singh and Rachel Richards.
Kay Kay details how he became a successful passive investor in real estate and what you should be looking for a deal sponsor. Meantime, Rachel sheds light on how real estate played a key role in achieving her goal of retiring at 27 years old and earning five digits per month passively. Enjoy the show!
Real estate is a big world in itself. There are many asset classes that you can choose to invest in. But, why does multifamily investing is something that you should consider? In this #Highlights episode, we look back at our conversations with multifamily investors and entrepreneurs Sanjeev Silla and Spencer Hilligoss. They tell us their reasons for choosing and investing in multifamily.
Sanjeev explains why he chose multifamily over other investments such as stocks or single-family investments. Meantime, Spencer unpacks some of his family history and how he took some of the lessons he learned in his other work and applied it to his investment philosophy. Click the play button now and find out the reasons why you should start investing in multifamily syndication now!
One way to secure your income in the multifamily space is to reduce vacancies. And one way to do that is by leveraging short-term rentals in your property. In this #Highlights episode, we feature our conversations again with Edna Keep and Alvin Cavalier. The two talk about how to earn more with short-term rentals.
Edna dives into the joys of Airbnb. She says that while this part of the business is not for everyone, she admits that she has experienced a lot of success with it and the rent-to-rent model. Meantime, Alvin or Coach Cav elaborates on how to turn rentals into short-term rentals. He explains how you can leverage short-term rentals to reduce vacancies. Enjoy the show!
Building generational wealth with intent and impacting communities in a positive way is part of what we call social impact investing. In this episode, we speak to Nicole Gauthier of Wicked Holdings and she details why and how she advocated for this specific kind of investment.
Today, Nicole talks about the ins and out of social impact investing. She generously shares her story and how she was inspired to create an impact while investing in real estate. She elaborates on how to identify areas that need impact investing and she emphasizes that real estate is a long-term game and you have to have your “why”. Her tip on talking with brokers, be quick and accurate in your responses to them. Click the play button now and learn more about social impact investing!
Despite general assertions that real estate investing is an easy way to wealth, it could, in fact, be a challenging business endeavor for syndicators, one that requires special knowledge, planning, and continuous sharpening of skills. Adam Craig, a commercial real estate syndicator, faced a similar challenge.
After his few initial deals, which came swiftly and almost effortlessly, Adam, co-founder of CLE Real Estate Group, found himself struggling to find new investors beyond his family and friends. He realized he needed to sharpen his skills and professionalize business systems in order to attract investors and grow his business.
Listen to Adam talk about this process and more in this episode.
Our guest for this episode is Kevin Dureiko. He is the founder and fund manager of Birch and Dobson LLC, a private real estate debt fund located in Connecticut. Kevin will share with us in this episode the story behind their fund and how he first got into real estate through commercial lending.
Kevin will also share his observations and realizations in the lending industry during this pandemic and how things impacted the industry and their business. He will give tips on making a pitch deck that will catch the lender’s or operator’s attention. He’ll elaborate on how their marketing changed as Covid started unfolding. Listen now and learn from Kevin’s experience in the lending industry!
Our guest, Chad Guziewicz, is a co-founder of Trust Rentify. He has created a platform or software that will help you screen your tenants quickly. For Chad, owning a rental unit is great as long as you put in the right tenants. However, it can be a nightmare if you put in the wrong one. That’s why he came up with a technology that will speed up the verification process by providing landlords access to accurate and secure data right at the end of their fingertips.
This technology can give you all the necessary information to ensure you’re making the best decision on your tenants. It’s completely secure, legal, and has been validated by banks; plus, it’s very simple and easy to use! Listen now to know more about it!
If you are new in the syndication industry, there is a big chance that you will be overwhelmed with everything that you need to know and understand. But, there are proven ways you can do to kickstart your journey as a syndicator. In this #Highlights episode, we look back at our conversations with Jeff Greenberg and Krista Testani who share how they began their successful stint as syndicators.
Jeff shares some tips on how you can get started with syndication and strategic partnerships by building relationships. Meanwhile, Krista recounts her jump into real estate which she realized was her true passion, she highlights the importance of getting the right education and the right mentor. Enjoy the show and kickstart your syndication journey today!
Mobile home parks or multifamily? Why is it described as the most fun and profitable asset class? In this #Highlights episode, we feature our conversations again with two real estate entrepreneurs who chose to invest in mobile home parks over multifamily.
Ekaterina Stepanova zones in on mobile home parks, talking about why she prefers it over multifamily and the like. Meantime, Kevin Bupp says choosing to invest in mobile homes is one of the ways he has chosen to protect himself in the event of a future downturn because it is always the most affordable segment of the rental market in an area. Enjoy the show!
When you are opening a business, even in real estate, it is important that you study and understand the laws that can affect your business. In this #Highlights episode, we feature our conversations again with Mark Roderick and Robert Borr. Mark talks about crowdfunding while Robert discusses security offerings.
Mark is a crowdfunding attorney who has represented entrepreneurs and their businesses successfully for more than 25 years. He explains what a broker is, and the legal process that raising money entails. Meantime, Robert is a licensed real estate and securities attorney. He tackles what people need to know about securities offerings when they’re getting into the syndication business as well as some of the common violations and pitfalls investors make.
Listen now and learn valuable information about crowdfunding and security offerings.
Cash-on-cash return is defined as a type of metric that is used in measuring the total return earned on a real investment property. In this episode, find out how Steffany Boldrini of the Monte Carlo Real Estate Investment was able to achieve a 36% cash-on-cash return in one year.
Steffany starts off with how she started her real estate journey. She details how she learned about the opportunities the industry has to offer. She talks about the asset classes that she is focussing on right now: car wash, self-storage, and short-term rentals. She also talks about the importance of building the best team through referrals and how she utilizes VAs to help her with her business. Listen now and enjoy this informative show!
Self-storage or multifamily? Real estate entrepreneur, book author, founder, and managing partner of Wellings Capital, Paul Moore, makes the case for self-storage investing as a lucrative investment vehicle. Self-storage has performed better than other real estate classes and even the S&P 500 index in the past years despite the pandemic.
In this episode, Paul shares several ways to get started in the self-storage industry, identifies value-adds that can be included in self-storage operations to create more income streams, and advises why passive investors may find self-storage a suitable investing opportunity.
Our guest for today is Aaron Kelsoe. He is a broker and consultant for commercial real estate insurance. Aaron will be sharing what’s happening in the insurance market and why rates are across the board nowadays. He’ll also provide insight on inclusions and exclusions in insurance policies that you should be aware of or be on the lookout for. In terms of underwriting, Aaron shares his insurance broker's perspective on underwriting a property to ensure it is not over or underinsured.
Aaron is well versed in working with a variety of lenders and their insurance requirements, which has helped him anticipate any potential issues before they arise and ensure a smooth closing process. Listen now to better understand the insurance processes and claims that will help you manage your investments or properties well.
What are the ESG (Environmental, Social, Governance) initiatives? How do they provide better returns for investors? In our #TechandTacticsTuesday episode, Dina Buchanan and Mike Moran of PCRP Group will explain to us how there are different dynamics such as climate risks, regulatory threats, etc. that you as an investor must know because these could significantly affect the margins of your project and leave you with fewer returns.
The PCRP Group invests in climate-resilient markets and aims to provide their investors with safety and security in their investments. Dina and Mike will get into detail about climate risk, risk mitigation, how to know which markets are climate risk resilient and which are not, and much more. Listen now!
How do you build a good relationship with your investors? In this #Highlights episode, real estate entrepreneurs Adam Carswell and Jason Yarusi talk about steps to having good investor relations.
Adam talks about his role as an investor relations specialist. He provides insight into the many skills required for this position which starts with getting investors on the phone because, without this, you do not have much else to work with. Meantime, Jason gives details on how to hold the right types of conversations and the important information that should be communicated when talking with investors. He firmly believes that there is a patient game to be played and that rushing into things with investors will not suit anyone. Listen now and start having a good relationship with your investors!
In the book Rich Dad, Poor Dad, it said “anybody could become rich.” In this #Highlights episode, we feature our conversations again with successful real estate investors Mark Hentenmann and Stefan Aarnio. The two share how they overcame the odds, started their real estate journey and found success in the industry.
Mark is extremely passionate about teaching people how to use real estate to build their financial future and he generously shares how he has done exactly that. And, Stefan shares his journey towards becoming an investor and how his life was changed after reading Rich Dad Poor Dad. Start listening to the show to be inspired in your real estate journey!
MARKET INDICATORS SNAPSHOT
WEEKLY
- Mortgage Rate (30-Year Fixed): 3.7% (as of 1/18)
MONTHLY
- Existing Home Sales: +1.9% (November 2021)
- New Residential Sales: +12.4% (November 2021)
- Median Sales Price for New Houses Sold: $416,900 (November 2021)
- Construction Spending: +0.2% (October 2021)
- New Residential Construction: 3.6% (November 2021)
QUARTERLY
- Homeownership Rate: +65.4% (3Q21)
- Rental Vacancy Rate: +6.4% (4Q21)
Sources: NAR, BLS, Federal Reserve Bank, MBA
HOUSING
- Housing supply drops to a new low since start of the pandemic
Seventy-nine of the 88 largest metro areas registered plummeting home sales.
- Homebuilder confidence plummets for the first time in 4 months
Builder confidence fell one point to 83 in January, according to NAHB.
COMMERCIAL REAL ESTATE
- Global lodging sector to recover in the second half of 2022
Business travel appears to be recovering faster in the US than in other parts of the world.
- Omicron variant will not affect CRE recovery
The US office market has already recorded three consecutive quarters of leasing volume increases, and leasing activity is on the rise.
OFFICE
- WSJ: Office leases rise thanks to tenant perks
Landlords are showering tenants with tens of millions of dollars and months’ worth of free rent and cash gifts to tenants to attract lease renewals.
- Manhattan office real estate not affected by WFH setup
Manhattan office leasing rose by a robust 8.3% in 4Q21.
ECONOMY & JOB MARKET
- Top academics: 2022 will be a tough year for housing
Price increases to lose momentum in the coming year, albeit a not-so-clear magnitude of the slowdown.
- Fed: Interest rate hike likely to begin in March
Hike to begin once it terminates its purchases of Treasuries and mortgage-backed bonds.
- Survey: Workers likely to receive 3.4% pay hike
Inflation is the main driver towards faster wage growth.
- 30-year fixed mortgage rate at the highest level since April 2020
It is now 83 basis points higher than the same time one year ago.
Creating a business model that works for you and your goals is as important as starting your business. In this episode, David Robinsons speaks to Isaac Bennett, founder of YouAre: A People Brand. Isaac details how he structured his business and elaborates the five companies under the brand: YouAre Well, YouAre Home, YouAre Abundant, YouAre Secure, and YouAre Good.
Isaac emphasizes that clarity and approaching the market with it is crucial in running a business. He also talks about the alternative assets of syndication that they invest in and how giving options to investors is a big thing. Click the play button now and learn about this unique business model!
The old proverb “Give and you shall receive” aptly encapsulates our episode today and perfectly echoes our subject’s story. Just a few months ago, Tim Vitale closed his first syndication deal, 91-unit multifamily, without a track record in the industry and from which he stands to gain three years' worth of salary. He quit his corporate finance career and plunged deep into the syndication business buoyed by his brisk success. But how did he do it?
Tim, now founder and owner of Upside Capital, reveals that being an incorrigible giver and a persistent supporter came back and paid him a million times over. He believes that having the mindset of giving rather than getting ultimately leads to unexpected returns.
Listen to his remarkable story and be inspired.
In Part 2 of our episode on family offices, Richard Wilson expounds on what most family offices are investing in right now and what types of deals they want. He describes how a family office would like to see an operator prepare for a possible downturn and shares what has helped him meet new investors. Richard also talks about a daily habit that has helped him achieve success. And a special gift awaits the first listener to follow it!
Richard is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients.
In this #TechandTacticsTuesday episode, we are focusing on Family Office. Our guest, Richard Wilson, has written three #1 bestseller family office books on Single Family Offices, How to Start a Family Office, and Centimillionaires ($100M+ net worth families). He will discuss what a Family Office is and give some tips on when to start, the steps, pros and cons, and how to add value to build relationships.
Richard pinpoints the most important thing when you’re thinking of who to hire first, which operator to work with, or what deals to invest in as a family office. We know many people are interested in learning more about this, and we’re glad to share with you these valuable insights in Part 1 of this two-part episode! Listen now!
Should you self-manage your property or hire a third-party company to do it? This question is something real estate entrepreneurs need to think about thoroughly. In this #Highlights episode, we look back at our conversations with Mike Ballard of Ascent Multifamily Accounting and Collin Atlas of Atlas Property Management. They talk about property management and the things you need to know about it.
Mike shares some of the difficulties that his clients face, some of the surprises he has encountered in the past, and what exactly it means to provide human resource services to other operators. Meantime, Collin explains how he brings value to investors by walking with them through the due diligence process and helping them execute their plans. Click the play button now and understand effective property management!
Why is it important to have a cost segregation study done for your property? How will it benefit multifamily syndicators? Today we answer these questions in our #Highlights episode with Bill Smith of ELB Consulting Inc. and Frank Giudici of Bedford Cost Segregation.
Bill talks in-depth about cost segregation – why you have to have it and when’s the best time to have it. Meantime, Frank clears up some of the most common cost segregation misnomers. Listen now to know the ins and outs of this process!
HEADLINES
COMMERCIAL REAL ESTATE
- 69% of CRE brokers earned more in 2021
Results also indicate that 66% of brokers have completed more transactions in 2021 than in 2020.
- US rent hikes: not a concern for most tenants
It’s good news for tenants who already signed a lease or never left in the first place.
- Real estate market predicted to remain strong
People are still wanting to buy, especially in suburbs, according to an analyst.
RENT & MULTIFAMILY HOUSING
- 12% of First-Time Homebuyers Used Crypto
It is up from 8.8% the preceding quarter.
- Build-to-rent investments to grow over the next decade
Own-to-rent conversions of SFRs will remain solid in the next ten years.
- Multifamily outperformers in 2022
Freddie Mac indicates that secondary and tertiary markets in the American West and Florida will be the best cities for potential annualized growth in multifamily investment gross income.
ECONOMY & JOB MARKET
- Household income can’t keep pace with cost of living
The average US household debt is now at $155,622
- Mortgage delinquency rate falls to pre-pandemic levels
This indicates improving economic security and the benefits of disciplined underwriting practices over the past decade
- Small business boom a result of the pandemic
Almost 5 million new business applications were recorded from January to November of last year.
- Economist: Full return to office is next to impossible
A full return to office plan isn’t going to happen anymore given the current conditions in the economy according to a Stanford University professor.
Real estate is an industry that offers great opportunities no matter what your background is or how old you are. In this episode, learn how a military veteran found success in real estate, specifically in multifamily syndication.
Today, we speak to Aharon Goins, a military veteran and now the CEO of All In Homes LLC. Aharon shares that he is determined to help people, especially veterans, build generational wealth through real estate. He talks about how they can start utilizing their VA loan to kickstart their real estate journey. He also shares how to use Clubhouse to your advantage and why getting all in and educating yourself can make a difference. Tune in now and be inspired by Aharon’s journey and mission!
Hospitality Net reports that earnings for U.S. short-term vacation rentals grew to their highest ever in 2021, a full 35% higher than at the start of the pandemic while AirDNA expects short-term vacation rentals to grow 14.1% in 2022 vs 2021. With such optimistic outlook on vacation rentals, many would want to get into the industry. But how do you start and run vacation rentals successfully?
In this episode, coach, author, real estate broker, and vacation rentals expert, Christina VanDergift, talks about the hows of running a successful vacation rental and why it continues to be a lucrative business even amidst the pandemic. She offers tips on locating, furnishing, advertising, marketing, and managing vacation rental spaces.
Listen to our conversation and learn more.
Joining us in this episode is Heather Dreves. Heather has been in the private money industry for over 18 years, helping clients passively invest in alternative assets through high-yielding real estate funds and trust deed investing. She details investing in trust deeds or mortgage notes and shares its benefits and the unique opportunities open to people interested in real estate but lack time to invest in properties actively.
Heather also talks about how they wanted to give opportunities to invest and create wealth to everybody, not just the high net-worth individuals. Hence, they opened up the Circle of Wealth Fund III for investors who aren’t in the accredited threshold yet. Listen now to learn more!
We’re pretty sure you haven’t heard of the Friendship Factor before! Our guest, Pete Kelly, talks about Apartment Life’s initiative and explains why that is so important to your multifamily community. He backs it up with research that proves it works and provides fascinating examples of how it works.
Apartment Life is founded on the basic proposition that relationships are good for the soul and good for the bottom line. So, they created a program that helps them build connections in apartment communities that benefit the residents and the management greatly. In this #TechandTacticsTuesday episode, find out more about this program, the costs and risks, and its impact on the community.
Running a real estate business is not an easy task. That’s why finding ways to automate some of the processes of the business can help any real estate entrepreneur in a big way. In today’s #Highlights episode, we look back at our conversations with Megan Brown of MB Marketing LLC and Chris Levarek of the Valkere Investment Group.
Megan walks us through various methods that have helped her generate more leads and create a successful business. Meanwhile, Chris dives into the different systems and processes he has implemented into his syndication business and he explains the reasons behind choosing the platforms that work for him. Tune in now and find out which tools can help you to run your business efficiently!
One main goal when you are investing in a real estate deal is to gain financial returns. But, did you know that there is a way that you can also create an impact in society as well as the planet when you invest? In this #Highlights episode, we look back at our conversations that focused on impact investing and why it is important to consider doing this right now.
The first conversation we feature is with Ari Sznajder of Kapel Group Real Estate. Ari shares that he is focused on finding deals and partnering with local government and like-minded investors to help revitalize communities. The second conversation that we will feature today is with Camilla Jeffs of Steady Stream Investments. Camilla explains how making a profit and having a positive social and environmental impact are not mutually exclusive. Enjoy the show and learn about impact investing!
MARKET INDICATORS SNAPSHOT
WEEKLY
- Mortgage Rate (30-Year Fixed): 3.11% (as of 12/30)
MONTHLY
- Existing Home Sales: +1.9% (November 2021)
- New Residential Sales: +12.4% (November 2021)
- Median Sales Price for New Houses Sold: $416,900 (November 2021)
- Construction Spending: +0.2% (October 2021)
- New Residential Construction: 3.6% (November 2021)
QUARTERLY
- Homeownership Rate: +65.4% (3Q21)
- Rental Vacancy Rate: +5.8% (3Q21)
Sources: NAR, BLS, Federal Reserve Bank, MBA
COMMERCIAL REAL ESTATE
- WellsFargo: Retailers, developers to be impacted by inflation
US inflation could negatively impact retailers and small businesses who are trapped in long-term leases.
- CRE poised to continue growth in 2022
Cred iQ noted an increase of $116 billion of total CRE debt from commercial banks at the start of December 2021.
- NAR: Commercial real estate to strengthen in 2022
A record-low vacancy rate of 4.5% for the multifamily market was registered in the middle of December.
- Industrial real estate sales rise amidst drop in e-commerce sales
Vacancies for industrial space in 3Q21 remained tight at 5.7%.
- Industrial purchases represent sector’s continued streak
Several companies are poised to gain traction from recent acquisitions.
- US office market remains stable despite uncertainties
Office-leasing activities in the country’s top 12 markets’s fundamentals remain strong.
- COVID-hit hospitality sector trying to stay afloat
The Omicron variant has forced hotels to become quarantine facilities, especially New York.
HOUSING
- Condo and co-op sales rebound in Manhattan
Condo and co-op sales volume in Manhattan reached $7 billion in 4Q21.
- Multifamily modular and prefabricated housing construction to further grow in 2022
The industry is expected to grow to $41.18 billion in 2022.
- US needs 4.6 million new apartments by 2030
This is on top of the 11.7 million older existing apartments that are in need of renovation.
ECONOMY & JOB MARKET
- Inflation to impact housing, food and electronics
CNBC listed 10 things that will be more expensive in 2022 including housing.
- Americans quit jobs at a record pace in November
The number of workers quitting jobs reached 4.5 million.
REAL ESTATE INVESTING
- 2021 profitable year for most real estate stocks
Multifamily and industrial real estate stocks have benefitted much from consumer demand.
- Equity REITS with highest total returns in 2021
Three equity REITS closed out the year with more than 140% total returns.
How do you juggle a full-time job and being a real estate entrepreneur? In this episode, we hear the story of Seth Teagle of The Stream Group who still works as a Lieutenant-Paramedic in the fire service while running his commercial real estate company.
Seth starts off by sharing how he got into the real estate industry. He talks about how crucial time management is to be able to juggle his work in the fire service and run his business successfully. He also emphasizes the importance of building a strong team, creating effective partnerships, and knowing your market fully. Click the play button now and enjoy the show!
Adding value to multifamily developments is an important component in the construction process. For many developers, it's just as important to strategically and creatively add value as it is to be able to deliver quality projects on time and within budget.
But how can you add value to your project? Real estate investor and developer, book author, opera singer, and founder and CEO of Aria Development Group Joshua Benaim shares some creative ways that his company has done it. From renovations and remodeling distressed apartment projects to designing affordable housing that showcased their design skills in a high-quality living environment, Joshua talks of some interesting and unique opportunities that come out of multifamily developments.
Listen to our conversation and learn more.
The topics highlighted in this episode are underwriting and property management. Our guest, Neil Bertrand, has overseen acquisitions, due diligence, operations, renovation, new construction, and lease-up of various assets in Texas, Arizona, New Mexico, Oklahoma, Louisiana, Arkansas, Missouri, and North Carolina. He is also a graduate of a Bachelor of Science degree in Real Estate.
Neil believes that the success of a property highly depends on the underwriting. He shares two types of underwriting models that would help a passive investor analyze the underwriter well and dives into details about how to stress-test a deal. Neil touches upon two kinds of asset management firms and gives tips on choosing the right one. There’s a lot to glean from this episode! Listen in!
This year has been fantastic for Andrew Davis and his team at PassiveInvesting.com. They have raised $175 million in equity in one year, approaching $1 billion in acquisitions. How did they achieve that level of success so quickly?
In this #TechandTacticsTuesday episode, Andrew talks about his real estate passion and journey. He is good at building relationships and securing trust, but it’s just impossible for him to reach that number, receive all the calls, and do all the work by himself. So, he trained his team and empowered them to be even better than him, which helped them scale fast, develop more referrals, and double the number of calls they receive. Andrew also shares some KPIs and metrics that help them grow continually and exceed their targets.
If you are in the syndication business, it is important to understand that this is not a one-man show. You need a strong and reliable team to make your business a success. In this #Highlights episode, we feature our conversations again with Jack Gibson and Buck Joffrey.
Jack details how he quickly realized the importance of having a great support team and an internal systems organization in providing a more seamless experience for investors. Meanwhile, Buck emphasizes the need to have the right and supportive team to seal your success in the business. Listen now and learn how you can empower your team to help you thrive!
Among the many formulas to success is having the right mindset. In this Highlights episode, we feature our conversations again with transformation coach Ketan Patel and Simply Do It Real Estate Investments owner and founder Dani Beit-Or. The two share how a mindset shift helped them seal success in real estate.
Ketan helps us to understand how we begin the process of a mindset shift, how he helps clients create successful habits, and why it is important to know what is driving you. Meanwhile, Dani reveals how he broke the norm in real estate by crafting his success formula that helped secure financial growth for both beginners and experienced investors. Tune in and start your journey to real estate success!
MARKET INDICATORS SNAPSHOT
WEEKLY
- Mortgage Rate (30-Year Fixed): 3.05% (as of 12/23)
MONTHLY
- Existing Home Sales: +1.9% (November 2021)
- New Residential Sales: +12.4% (November 2021)
- Median Sales Price for New Houses Sold: $416,900 (November 2021)
- Construction Spending: +0.2% (October 2021)
- New Residential Construction: 3.6% (November 2021)
QUARTERLY
- Homeownership Rate: +65.4% (3Q21)
- Rental Vacancy Rate: +5.8% (3Q21)
Sources: NAR, BLS, Federal Reserve Bank, MBA
COMMERCIAL REAL ESTATE
- Record year for commercial real estate in 2022 expected
CBRE announced a positive outlook for the commercial real estate economy despite the threat of the COVID Omicron variant and other risks.
- Return-to-office trend will raise office space demand this year
The National Association of Real Estate Investment Trusts predicts that the office will remain the hub of business activity.
- CRE expected to deliver 6% unlevered returns to investors in 2022
Commercial real estate will remain strong this year with yields averaging 6% and values rising 11% according to real estate advisory firm Green Street.
- The end of LIBOR expected to shift the CRE market
It has been observed that most lenders are not yet confident with substitute benchmark rates such as SOFR and BSBY.
- Growth in life sciences jobs to fuel real estate space for lab and research uses
With such strong demand for life sciences jobs, a total of 23.8 million square feet of labs were under construction in 3Q2021.
- Self-storage industry remains strong despite the pandemic
The industry has considerably gained some of the best returns in the market since the pandemic
- Vacation rental demand to grow 14.1% in 2022
Occupancy will also remain strong with an expected averate rate of 59.8%
HOUSING
- Will the housing market crash in 2022?
Questions on how the housing market can weather issues has prompted many to expect a market crash in the coming months.
- Multifamily properties’ rental growth to continue this year
Market tightness, sales volume and equity financing remain strong.
- Best Cities for Real Estate Investing in 2022
Las Vegas, Fort Worth and Atlanta lead low-ratio markets.
REAL ESTATE INVESTING
- Real estate ETFs continue rally
Many ETFs have appreciated last year, performing better than what analysts have predicted.
- Which REITs will top in January 2022?
The top three REITS with the best value, fastest growth and most momentum were named.
How do you find, analyze, negotiate, and process a deal? In this episode, we talk about every step of real estate acquisitions with Jae Park of Open Door Capital. Jae has managed $100M+ in acquisitions.
Jae starts off by sharing how he started in the real estate industry. He breaks down the three core functions of acquisitions namely lead generation, analysis, and due diligence. He also talks about the criteria he considers in finding deals as well as the challenges they face in the mobile home parks space. Listen now and understand every step of real estate acquisition!
As a real estate entrepreneur or investor, you probably know that a more lucrative and efficient investment vehicle is to scale into larger multifamily syndication deals. But, how can you advance your investments when you have limited resources and a minor track record as an operator? Rather than wait for years to make progress, work with people who bring complementary skills and qualities to the table and co-GP your real estate syndication.
In this episode, Keith Meyer of Symphony Capital Group explains how to structure an effective real estate co-sponsorship or co-GP model that will help scale your investments while being careful of the nuances of such deals. As with other investment efforts, setting up a co-GP structure entails hard work, making smart decisions, and finding the right partners and resources while making your own valuable contribution.
Listen to our conversation and find out why Keith favors the co-GP type of structure as the best way to go for beginning syndicators.
From being a famous rapper in Chicago, collaborating with Kanye West, and having over a million streams on Spotify, Blake Selby decided to shift to real estate investing and private lending. In about seven years of working in real estate, Blake has achieved a net worth of almost $10 million. But the best part is, he's got $5 million in paid-off assets! That's not a typical path to real estate!
Blake shares his strategy in this episode and explains why he mainly invested in single-family over multifamily asset classes. Blake also dives into detail about private lending and scaling in single-family housing.
Zach Feldman sheds light on student housing in this #TechandTacticsTuesday episode. Zach is the Vice President of Development at Aptitude Development, one of the nation’s top student housing firms. He shares why he thinks student housing is a great asset class to invest in even during the pandemic. Zach dives into details about underwriting a school and mentions school-specific things that are good to know if you’re purchasing a multifamily property near campus.
Zach also talks about marketing strategies for student housing developments you can use in other avenues or businesses, especially in multifamily investments. You’ll learn a lot about this niche in today’s episode!
Are you looking for ways to diversify your portfolio? Investing in notes can be a good way to do that. In this Highlights episode, we feature our conversations again with Dan Van Horn of PPR Note Co. and Susan Elliot of Flow State Investing.
Dan reveals some little-known facts about the note investing business and shares the pros & cons of note investing over other asset classes. Meanwhile, Susan details how she found out about note investing and how she is helping investors add notes to their portfolios to build wealth. Listen now and understand how note investing works!
Marketing is a crucial part of any business. In multifamily syndication, this means reaching out to the right investors that will trust you with their hard-earned money. Indeed, one of the keys to success in real estate is getting your brand and message across through effective marketing.
In this #Highlights episode, we feature our conversations with marketing expert John Casmon of Casmon Capital Group and Lyndsay Phillips of Smooth Sailing Business Growth. John shows us how we can grow and scale our real estate business. Meanwhile, Lindsay gives practical tips, as well as business building and content marketing strategies so that you can be more productive and attract more customers. Tune in now and be ready to market your way to success!
MARKET INDICATORS SNAPSHOT
WEEKLY
- Mortgage Rate (30-Year Fixed): 3.27% (as of 12/22)
MONTHLY
- Existing Home Sales: +1.9% (November 2021)
- New Residential Sales: +0.4% (October 2021)
- Median Sales Price for New Houses Sold: $407,700 (October 2021)
- Construction Spending: +0.2% (October 2021)
- New Residential Construction: -0.7% (October 2021)
QUARTERLY
- Homeownership Rate: +65.4% (3Q21)
- Rental Vacancy Rate: +5.8% (3Q21)
Sources: NAR, BLS, Federal Reserve Bank, MBA
PROPERTY MARKET
- Real estate market to weather 2022 and Omicron
Despite the speculative wave of home buying competition and property prices hitting through the roof, the real estate industry is going to weather the upcoming year, according to analysts, thanks to strong buyer demand and approval of the anti-COVID pill, Paxlovid.
- Single-family housing market rises
Builder sentiment in the single-family housing market rose one point to 84 in December, according to the National Association of Home Builders.
- Homebuyer competition lowest in a year
Home offers' bidding wars in November dropped to only 59.5%, the first time the competition rate was below 60% since December 2020.
- November home sales rise due to stronger job market
Sales of previously owned homes in November rose 1.9% from October to 6.46 million units, according to the NAR’s seasonally adjusted count.
MORTGAGE
- Mortgage rates fall to 4-week low
The fall in mortgage applications is an indicator of a lower number of homes actively listed for sale matched by rising property prices.
RENTAL MARKET
- Single-family accelerate 3x as fast YoY
Single-family rents in October were up 10.9% year-over-year, according to the latest report from CoreLogic.
OTHER FEATURE
- Zillow's Most Popular Cities of 2021
In a year characterized by low-interest rates, more remote work arrangements, and housing supply shortages, real estate market site Zillow determined its most popular cities in 2021.
Building the right team is crucial when you are in the real estate industry, especially if you are doing multifamily syndication. In this episode, we speak to Brian Shafer who after building his team, closed his first deal earlier this year.
Brian starts off by sharing his journey in real estate and his transition from single-family to multifamily. He then talks about how important it is to build the right team so that you can prosper in the business. He also emphasizes the importance of forming good working relationships with brokers. Tune in now and learn how you can build an effective real estate team to start closing a deal!
There are few relationships in life that are more meaningful than childhood friendships. The relationship between Nick Earls and Eric DiNicola is no exception. In fact, they have taken their friendship to the next level by joining forces to achieve their childhood aspiration and build a multimillion-dollar real estate business together.
The road wasn't always easy for these childhood friends turned business partners. In this episode, Nick and Eric talk about the early struggles they have to face as they built Winterspring Capital, their real estate investment firm that’s now focused on high-growth multifamily assets, passive investing, and financial education. Listen to our conversation and find out how they persevered through it all and now enjoy the fruits of their labor.
Richard Randall is a CPA by trade and worked for a large public accounting firm. A lot of his clients were real estate investors. He fell in love with the real estate industry and decided that he wanted to be an investor so he switched to another company called the Cardinal Group where he worked for five years. The company grew very quickly while he was there but Richard saw an opportunity in utility and energy efficiency and started focusing on it.
Richard started working with real estate owners in reducing utility expenses and he works across a lot of different asset classes. He offers a large range of ways an owner or investor can reduce utility costs. You’d be surprised how big of an advantage it is on the leasing side because a lot of tenants out in the market are attracted to flat rates, no surprises, and very predictable rent where they can build their budget around. Find out how you can reduce utility costs by 50% for free in this episode with Richard Randall! Listen in!
Trevor Thompson is a passive investor and limited partner in over 14 syndicated deals. He has a unique background developing different types of businesses with over 45 years of exceptional experiences. Trevor didn’t think too much about real estate investing until he had a couple of events that changed his direction from having a corporate career to jumping in the real estate game.
After he decided to give it a try, Trevor joined a local group in Texas and got attracted to commercial real estate. He is obsessed with learning as much as he can about real estate investing and started looking and connecting with different people. He surely has a lot of experiences and lessons to share that will be of great value to passive investors and operators. Listen now!
Podcast has gained traction over the past years especially since people are looking for alternative ways to consume media. If you are planning to start one, this can also be a good platform to reach a specific audience or your target market.
In this Highlights episode, we look back at our conversations with Tom Schwab of Interview Valet and Toby Lyles of TwentyFour Sound. Tom shares how podcast interview marketing works, from getting booked to converting into real business results. Meanwhile, Toby offers some tips and tricks into producing the best-sounding podcast and creating one that suits your personality or genre. Tune in now and learn how you can start using real estate podcast to your advantage!
There are many ways you can save big in real estate tax. In this episode, we look back at our conversations with Dave Foster of Exchange Resource Group and Dave Zook of The Real Asset Investors. The two talk about different ways how you can strategically have savings on your tax.
Dave Foster explains how investors can divert their tax dollars in real estate syndication using 1031 Exchange. Meanwhile, Dave Zook shares how he ended up transitioning to real estate syndication in a bid to save taxes. No matter what your reason is, a tax saving is a saving. Click the play button now and learn these tax-saving tips!
MARKET INDICATORS SNAPSHOT
WEEKLY
- Mortgage Rate (30-Year Fixed): 3.24 (as of 12/14)
MONTHLY
- Existing Home Sales: +0.8% (October 2021)
- New Residential Sales: +0.4% (October 2021)
- Median Sales Price for New Houses Sold: $407,700 (October 2021)
- Construction Spending: +0.2% (October 2021)
- New Residential Construction: -0.7% (October 2021)
QUARTERLY
- Homeownership Rate: +65.4% (3Q21)
- Rental Vacancy Rate: +5.8% (3Q21)
Sources: NAR, BLS, Federal Reserve Bank
PROPERTY MARKET
- Int’l. buyers to fuel 2022 luxury real estate demand
Most of these investors will come from the Middle East and Asian regions teeming with high-net-worth buyers.
- REITs well positioned for recovery in 2022
REITS are expected to have a 19% upside potential that make an annualized 12 to 15% total return in the coming year.
- Flood risk: economic threat to commercial properties
A recent survey by nonprofit research group reveals that structural damage from flooding is projected to cost $13.5 billion in 2022
HOUSING TRENDS
- 2022 Best Places for Real Estate Investment
Leading the pack is Portland in Maine where home prices are estimated to grow by 10%.
- Real estate market sets 10 new records in 2021
The typical U.S. home sold for nearly $400,000. Plus nine more records set in 2021.
HOUSING VALUES & RENT
- Median home sale price set record high
The value rose 14% year-over-year to $360,250. It was up 30% compared to the recorded value in 2019.
- Rent up again in 2022
Analysts agree regarding rent hike forecasts in the coming year with rents for single-family homes across the country hitting more than 9% on average in August 2021 YoY.
ECONOMY & EMPLOYMENT
- 31,000 construction jobs added in November
Nonresidential construction firms sustained their three-month streak adding 20,800 employees. Residential construction jobs, on the other hand, added 10,300 employees.
- CPI up by 6.8% YoY
The Consumer Price Index for All Urban Consumers (CPI-U) was 0.8% in November 2021.
- Retail activity surges
Online shopping is projected to rise by 10% year-over-year to $207 billion.
The pandemic affected many businesses including real estate. But one real estate entrepreneur thrives during the global health crisis because of multifamily syndication. In this episode, learn how Shane Brooks of Wild Oak Capital shares why he shifted his multifamily amid one of the most trying times in our history.
Shane talks about the creative process that he’d gone through to get to where he is at now in multifamily syndication. Shane shares that self-education, motivation, and drive helped him kickstart his real estate journey while maintaining a corporate career. He also details how his business grows even amid the pandemic after choosing to focus on multifamily. Tune in now and find great lessons you can apply in your journey!
A real estate business can be a profitable venture, but to enjoy those benefits, you need to raise capital first. Knowing how to raise capital effectively is a critical component of your business’s success. Capital raising is never an easy task but with careful planning, building strong investor relationships, and utilizing effective tools and strategies, you can get through it without too much stress or worry.
In this episode, Peter Halm, president of Vineyard Investment Partners, an experienced capital raiser and investment deals originator, shares some time-tested techniques and novel tools that helped his company build trust and strengthen relationships with investors. Listen to the conversation to discover new insights and learn key tips to avoid common pitfalls in raising investment money.
All these in our episode with Peter Halm!
Matthew Vincent is a 23-year-old Real Estate Broker in Anchorage, Alaska. His primary focus is on off-market CRE and finding new opportunities with corporate real estate companies. In this episode, Matthew will share with us the methods he uses to find off-market opportunities or properties.
One great thing about commercial real estate is it’s not just apartments. It could be office buildings. Matthew’s favorite, secure asset is a net lease or a triple net lease. Matthew believes that you don’t have to have a lot of capital for that, but they provide solid returns for a long time. Listen now for more tips and information about how commercial real estate in Anchorage, Alaska is doing, from our guest, Matthew Vincent!
Tom Cruz is a 33-year-old real estate investor from Wilmington, North Carolina. He started real estate in 2012 by doing wholesaling. Completely funded by his partner’s downpayment, Tom built his portfolio with single-family Section 8 properties. Years ago, he and his business partner bought 100 units for $6.2 million. Tom stabilized the portfolio and two years later, they sold it for $10.2 million.
Tom used the Section 8 program to grow a successful business and he has a pretty incredible story! In this #TechandTacticsTuesday episode, Tom will talk about the Section 8 model and his partnership structure. Listen now to learn all about it!
Value-add properties offer a great opportunity for you to increase your income. But, how do you uncover hidden value-add properties? In this Highlights episode, we look back at our conversations with Sarah May of Regency Investment Group and Andrew Cushman of Vantage Point Acquisitions.
Sarah shares a checklist on what you can do to add value to your property. She mentions interior renovations, providing a carport, and even chargeback utilities. Meanwhile, Andrew advises syndicators to buy value-add properties in the right market where people and jobs are moving in. Click the play button now and find out how you can unlock hidden value-add properties!
If you want to take advantage of high-value real estate with high returns, then diving into multifamily syndication is something you should consider doing now. In this Highlights episode, we feature once again our conversations with Danny Randazzo of Randazzo Capital and Dan Hanford of PassiveInvesting.com.
Danny discusses how a solid educational foundation and goal-setting helped him find success in real estate syndication. Meanwhile, Dan talks about the three criteria for you to consider when you’re looking at investing passively in syndication. Listen now and find ways how you can thrive in the business!
Apartment Rent and Occupancy Hit Record Highs
Apartment rent occupancy soared to a new record-high value as it reached 97.5%. Asking rents for new move-in leases reached 13.9%. Even during the later part of the year, renewal lease rent growth has been rising at 8%. Analysts attribute the rise in demand to appreciating prices in the for-sale market, new buyers being pushed out by all-cash investors, and more people choosing to live with roommates.
MARKET INDICATORS SNAPSHOT
WEEKLY
- Mortgage Rate (30-Year Fixed): 3.11 (as of 12/02)
MONTHLY
- Existing Home Sales: +0.8% (October 2021)
- New Residential Sales: +0.4% (October 2021)
- Median Sales Price for New Houses Sold: $407,700 (October 2021)
- Construction Spending: +0.2% (October 2021)
- New Residential Construction: -0.7% (October 2021)
QUARTERLY
- Homeownership Rate: +65.4% (3Q21)
- Rental Vacancy Rate: +5.8% (3Q21)
Sources: NAR, BLS, Federal Reserve Bank
- PROPERTY MARKET
Property Down Payments Reach a New Record
The national median down payment hit its highest level since at least 2005. The median down payment on a single-family home purchased with financing in 3Q2021 was $27,500, up 41% from $19,502 YoY according to ATTOM Data Solutions.
White House Looks to Fight Real Estate Money Laundering
The Biden administration is now examining the use of all-cash sales for commercial and residential real estate purchases worth more than $300,000 in 12 metropolitan areas, which it claims are frequently utilized for money laundering activities.
- MORTGAGE
Thousands to Lose Homes due to Bailouts about to Expire
As millions of homeowners were granted mortgage bailouts, allowing them to miss payments for up to 18 months, analysts predict that with the looming expiration, more than 264,000 homeowners who are behind their payments and 38,000 facing active foreclosure are likely to lose their homes.
- HOUSING TRENDS
Remote Work, Larger Homes are Driving Moves
Between March 2020 and October 2021, 37% of Americans that participated in a survey by a storage facility firm moved into larger homes while 39% stated that their relocation was prompted by the ability to work remotely.
Top Housing Markets of 2022
Second-tier cities that offer greater affordability and more space than the country's largest cities are predicted to experience the greatest price hikes and home sales, according to a new forecast by Realtor.com.
- HOUSING VALUES
Rise in U.S. House Prices to Slow Down Next Year
In a Reuters poll, results indicate that house prices in the country will continue to rise at a double-digit pace until 2022, when they will level off and outpace consumer price rises and wages. Property values have exploded following on from extremely low interest rates and demand for bigger houses to allow for home office usage.
- EMPLOYMENT
US Job Growth Stalls
According to the Bureau of Labor Statistics, job growth in the United States has slowed as unemployment levels dropped in November. The economy created 210,000 new jobs, down from a revised 546,000 in October and below market expectations of 550,000 jobs.
Finding the right financing option will help you close your real estate deals. That’s why it is important to know where you can look for financing aside from the traditional lenders that are around. In this episode, Arthur Drozd of SDS Realty talks in detail about his commercial real estate loan platform, readylendgo.com.
Arthur starts by sharing his real estate journey and his market focus right now. Arthur owns and operates 364 multifamily units and mixed‐use properties with over $61 million under management. He shares that he’s focussing now on markets with more value-add potential, less rent control, and that are located in more landlord-friendly states. He also elaborates how he came up with the online platform that aims to help investors identify financing options. Tune in now and learn more about this tool that you may find helpful!
Some people think of apartment investing as a complex, risky business with little chance of reward. And yet, those who understand how to overcome barriers have proven that with the right preparation, education, and attitude you can achieve success in apartment investing. It’s just a matter of putting in time and effort into working for your goals asserts Justin Goodin.
In this episode, Justin Goodin, Founder and CEO of Next Level Equity, talks about how changing his mindset pushed him to break the small-minded mentality to pursue investing on a larger scale. He walks us through his journey as a self-starting investor to setting up his own real estate company, aided by a strong self-belief, consistent and persistent efforts, and a solid thought leadership platform.
Listen to Justin Goodin’s inspiring story and learn some valuable tips for achieving success!
Scott Smith is the founder of Royal Legal Solutions, an asset protection attorney, and a long-time real estate investor. He believes that life gets easier the more protected you get. For this episode, Scott will talk about the importance of protecting your assets and discuss why it’s not enough to rely solely on insurance policies.
We often get too focused on scaling and achieving financial freedom but neglect the system and process that we need to do to get there. Things like asset protection and tax strategy are buckets that we need to put some energy and money into. We don’t worry about those things most of the time, but if we put a little bit of investment into those buckets, we would surely get a tremendous amount of gain.
There comes a day when every investor wakes up, and they see the world a little differently. And their business approach shifts from offense to defense or vice versa. Have you ever experienced that? It’s called a risk appetite. Our guest, Ted Greene, believes that every investor should seek to understand their risk appetite and learn how to live into it.
For our #TechandTacticsTuesday episode, let’s understand what our risk appetite is and then learn different ways on how to reflect it in our portfolio as Ted Greene elaborates on this topic. He’ll talk about reallocating assets, protecting against personality changes for those who are beginning to retire, and exploring less-attractive yet more stabilized properties. Listen now and enjoy the show!
Syndicators are accountable for the equity entrusted to their care by their investor partners. That’s what accountable equity is all about. In this episode, we speak about it lengthily with nationally recognized hospitality executive Josh McCallen.
We start the show by knowing Josh’s journey towards the hospitality industry and how he was able to seal luxury residential and hospitality construction programs worth $150M. Josh is behind a world-class hospitality business with exceptional resort operation and teams. He also talks about their incredible story and mission of hospitality being a ministry. He then focuses on accountable equity, which is built with the investors in mind. Click the play button now and be learn tons of wisdom about business and teams today!
Real estate is an industry that welcomes all kinds of investors -- may you be in the country or overseas. In this Highlights episode, we look back at our conversations with Jesse Fragale of Big Brothers Big Sisters of Toronto and Michael Barnhart and Suzy Sevier of Adventurous Real Estate Investors.
Jesse is a Canadian real estate entrepreneur who shared that he’s eyeing to invest in the U.S. He shares which areas in the country he is considering investing in. Meantime, Michael and Suzy are Americans based in the UK right now. They founded their real estate business in the country while overseas. Listen now and enjoy this informative show!
Pending home sales jump 7.5% in October
More buyers have signed contracts to purchase homes much sooner due to fast-increasing rents and expectations of mortgage rate hikes.
Mortgage rates rise for third consecutive week
Mortgage rates rose to 3.31%, reducing the refinance incentive for many borrowers.
More homebuyers can now qualify for more expensive loans
The baseline conforming loan limit for 2022 will be $647,200, up nearly $100,000 from last year's limit.
Analysts: Take advantage of the housing market now
With the record-low mortgage rates and more robust economic fundamentals this year, market analysts recommend that homebuyers and homeowners must swiftly act now.
Unemployment benefit claims lowest since 1969
Weekly jobless claims dropped to 199,000 last week, hitting the lowest level since 1969.
More multifamily investors consider the student housing
The first three quarters of 2021 saw $4.85 billion in multi-family investment. Student housing is now making a comeback as more students return to campus.
Suburban home rush still strong
The number of home buyers shopping nationwide for suburban homes has jumped 42.1% since the pandemic began.
Best cities for singles
Madison, WI tops the list of 180 cities for its dating opportunities and a large number of options for fun and recreation.
Consumers: homeownership better than a dream wedding
Eighty-two percent of single consumers favor homeownership over having an expensive wedding.
2022 Housing Market Forecast
Home sales growth will reach 6.6% in 2022, which is a 16-year high for nationwide sales, according to a real estate firm.
Are you looking for ways to accelerate your investment returns? If so, then utilizing your whole life insurance can be a good start. In this episode, certified financial planner, best-selling author, and the owner of the Chicago-based, Lake Growth Financial Services, Mark Willis, will tell us the ways you can bank on yourself!
Mark shares the four reasons why you need a whole life insurance policy: it is tax-free access to cash, it is the cash value that grows on a guaranteed basis, it is life insurance, and its capacity is there for you to become your own source of financing. Mark details how whole life insurance is a long-term wealth builder and why almost all wealthy people have this. Tune in and learn how you can use your whole life insurance to grow your wealth!
When passively investing in real estate, a big question that an investor asks is, “How do I vet a syndication deal?” Upfront, an investor must look at investment structure and returns, the market, and the risks. But beyond the numbers on paper, it is foremost to know if your money is in good hands. So, vetting the sponsor is also a critical step as you will be entrusting them with your investment as a limited partner (LP). But, how do you know if you can trust the sponsor who’s leading the deal?
Dr. Samuel Giordano, a practicing gastroenterologist, author, real estate investor, and co-founder of passiveadvantage.com, walks us through some processes in evaluating syndication deals and sponsors in this episode. Hear the questions that investors should be asking of sponsors, the important metrics to consider, and educational materials that will help prepare for the initial investment. Sponsors, too, could glean lessons on handling decisive dialogues with potential investors.
All these and other great insights in our conversation with Dr. Samuel Giordano!
Our guest for today is Lauren Cohen. Lauren is a licensed attorney in both the U.S. (TN) and Canada (O.N.) Having immigrated from Canada and becoming an American citizen in 2012, Lauren has first-hand knowledge of the visa process. After getting her real estate license, Lauren decided to combine her legal and business knowledge to provide immigration services and coordination for all business visas. She focuses on EB-5, a program where the foreign investor invests, creates jobs, and gets a green card.
In this episode, Lauren will walk us through the process, provide some tips, and identify some mistakes to avoid securing an investor visa, specifically through real estate investing. Listen in and know more about it!
Our guest for this #TechandTacticsTuesday episode is Jamie Stadtmauer. He’s been in real estate for many years when he decided to shift his focus on technology. He now works for a company called Agora, which is an investment management software company. He is passionate about meeting the needs of real estate for technological advancement.
He’ll be sharing with us how technology and investment platforms can make life easier for the operator and especially, the investors. Having a centralized system and an easy-to-use platform will keep things organized and give you a professional image. It will make the investors happy and would make them want to invest in you more!
Hotel to multifamily conversion is an investment strategy that is gaining traction, especially since the hospitality market is hot because of the effect of the pandemic. In this episode, we learn more about this investment option with an experienced fund manager, Mike Zlotnik. Mike has almost a dozen of hotels to multifamily conversions in his portfolio.
Mike talks in-depth about hotel conversions and why it is a good option to invest in. He also shares the key pieces of due diligence when investing in hotel conversions: the execution of the construction, the cost, the time, and identifying the risks involved. Click the play button now to learn more about this investment option!
Paying taxes is an obligation of all taxpayers, may it be an individual or legal entity which includes businesses. In real estate, there are proven strategies that you can be tax-compliant and at the same time save some money. Today, we look back at our conversations with CPAs Tom Wheelwright and Ted Lanzaro.
Tom talks about how passive losses can help you reduce your tax bill and if you need to hold a property for less than 3 years in order to pare down your capital gains. Meantime, Ted shows us his business’ best practices in terms of understanding real estate investing tax strategies and keeping records. Tune in for some great value!
Real Estate Investing on a Roll
Real estate investors bought a record-setting 18.2% or $63.6 billion worth of homes during the third quarter of 2021, up by 16.1% QoQ and 11.2% YoY,
Homebuyers: More Affordable Cities in 2022
Redfin predicts that more homebuyers will invest in affordable cities such as Columbus, Ohio; Harrisburg, Pennsylvania, and Indianapolis.
Home Sales Remain Resilient
Existing-home sales increased 0.8% MoM in October, marking two consecutive months of growth, according to the National Association of Realtors.
Home-buying Pushes Mortgage Demand Up
Buyers are rushing in during the traditionally sluggish Christmas season in anticipation of higher rates in the future.
Top Performing Housing Markets
The October Market Hotness rankings of Realtor.com still lists Manchester-Nashua in New Hampshire as the top spot on the list for the 11th time since March 2020.
Top Cities to Retire
Thirteen percent of American retirees are moving to Tennessee, according to a survey by a home services firm.
Credit Scores Reach All-Time High
Since the start of the pandemic, Americans’ FICO credit scores increased by eight points to 716.
Top Cities are Attracting Job Seekers
Cities in the South and West are now the hottest spots for job seekers who relocate for better work opportunities and lower cost of living.
Single-Family Homes are Getting Bigger
The median single-family square floor area has increased to 2,337 square feet as of the third quarter, which is 6.2% bigger since the lows reached during the Great Recession.
Multifamily Construction Sentiment Improves in 3Q
The NAHB's Multifamily Market Survey reports that the Multifamily Production Index increased five points to 53 QoQ.
Will I ever gain financial freedom? This has always been a question in every entrepreneur’s, every investor’s, perhaps everyone’s mind. How long will I have to wait? How hard will I have to work? Maybe you want to resign from your 8 to 5 grind and pursue other ways to earn that will allow you the freedom to follow your true passion.
In this episode, Bryce Robertson traces his journey to what he calls the freedom trinity -- from his humble roots in Australia to gaining financial freedom in 2.5 years of investing and ultimately finding success as a real estate investing entrepreneur. He said he turned a life of mediocrity into one of true success and freedom. Now, Bryce passes on the “how-to formula,” so others can attain this same kind of freedom.
Listen in to the conversation, discover nuggets of wisdom, or just be inspired to take that first step!
The pandemic has impacted the landscape of deals in real estate, so some companies have shifted strategies and asset classes to be able to cater to the newfound needs of home renters. With the rise of homebound remote workers and families spending more time together at home, came the demand for properties with amenities. Clients now want easily-accessible rest and recreation facilities. Underwriting deals and capital-raising efforts have changed the current market environment as well.
In this episode, find out from Veena Jetti, founding partner of Vive Funds, how her company is shifting asset classes to fulfill present market demands. She also shares valuable lessons on raising capital and guidelines on offering deals to investors. Plus, pick up some tips on adjusting underwriting strategies and metrics in case of a downturn. Listen in and learn a lot more from Veena Jetti!
Today, our guest is Rebecca Moore. She is the co-founder of Starboard Equity, a real estate syndication company, and a passive investor. She was able to learn the Dallas market and syndicated apartment buildings all while living in California.
Through persistence and determination, Rebecca and her husband were able to make it happen. Her willingness to fly out every weekend to learn and personally meet people helped her to scale fast and grow their business. She also learned the value and advantage of hiring a VA and asset manager to help her become more efficient and get the job done. Listen now to learn more!
Today, our guest is M.C. Laubscher. He is the creator and host of the top-rated business and investing podcast on iTunes, Cashflow Ninja, and also the President & Chief Wealth & Investment Strategist of Producers Wealth. For our #TechandTacticsTuesday episode, he’ll talk about cash flow investing strategies on three specific niches that people don’t talk about often.
You should consider adding these three niches that M.C. is going to elaborate on because they are recession-proof and provide balance in your portfolio. These three are just some of the cash flow niches that M.C. discusses in his book, The 21 Best Cashflow Niches. Listen now to learn more!
Randy Lawrence is known as a veteran real estate investor with decades of experience with single- and multi-family properties as well as a transformational community leader and church founder. In this episode, he’ll talk about the 80/20 business strategy that he’s using to set his priorities straight and create a balance between his family, church, and business life.
Randy explains that 20% of your clients produce 80% of the revenue or results. There is, therefore, a need to identify which falls into the 20% that you should focus on and the 80% that are not so critical but you still need to get done. Listen now to learn more about it!
There’s an idiomatic expression that goes, “don’t put all your eggs in one basket.” And, successful investors will definitely agree to that. In this Highlights episode, we look back at our conversations with successful real estate investors Jeremy Roll and Alina Trigub where they emphasize the importance of diversifying your investments to cement your wealth!
Jeremy gives details about his highly risk-averse investment style. That’s why he has chosen to invest in a hyperdiverse way. Meantime, Alina shares how diversifying your investments into real estate syndication will result in risk mitigation. For some incredible investing insights, join us today!
NAR: Housing Market to Normalize in 2022
Home sales will outperform pre-pandemic values in 2022, citing more inventory in the coming months due to the conclusion of the mortgage forbearance program, according to the NAR.
Homebuilder Confidence Increases
The NAHB Monthly Confidence Index rose three points to 83 in November, which is the highest level for the index since May and the third consecutive month increase even amid supply chain challenges.
New Home Constructions Highest in the South
A total of 1.55 million housing starts in September 2021 are in Georgia and Florida, where construction starts are booming. Ten of the top 15 fastest-growing cities are Southern due to their population growth, fewer zoning restrictions, and more land available according to the U.S. Census Bureau.
Higher Mortgage Rates Boost Buyer FOMO
Mortgage rates were down slightly in early November, and the share of homes sold in one week rose to 33%, according to Redfin. The fear of missing out (FOMO) is more relevant today for homebuyers who didn't get a home last year when mortgage payments skyrocketed by 15%.
Home Prices Climb across US Metros
The median sales price of single-family existing homes rose 16% in 3Q, an increase of $50,300, according to the NAR. All four major regions of the U.S. posted double-digit YoY gains.
Single-family Home Rent Rise
Rent growth is already in the double digits according to CoreLogic. It rose to 10.2% YoY from last year’s 2.6%.
Rent Payments Added to Underwriting Process
The Chief Executive Officer of Fannie Mae announced that the inclusion of rent payments is meant to expand financing opportunities for people with limited credit histories and help renters who otherwise thought they’d never be able to achieve homeownership.
America's Never-ending Housing Boom Winners
Home Depot, Lowe's, Williams-Sonoma, and Walmart all reported strong sales results in the third quarter as a result of rising consumer spending despite COVID-19 challenges, inflation, and global supply chain shocks that have impacted major shipping delays.
It is possible to have the best of both worlds of a W2 job and real estate. In this episode, we pick the brain of real estate entrepreneur, author, and podcast host Derek Clifford as he shares great tips on how you can juggle your full-time job and real estate investing. Derek is the CEO of the real estate firm Elevate Equity. Today’s show is also hosted by seasoned real estate broker and podcast host David Robinson.
Derek shares three important things to have if you hope to invest in real estate while still working full-time. First on his list is you have to have the right intentions and consistency. Second, you have to have a mentor. And third, you have to have focus. He also emphasizes the need for your spouse to be on board your real estate journey. Click the play button now and find out how you can start your business up and running while working full-time!
In real estate investments, one way to reduce risks and maximize long-term returns is to build a diversified portfolio. One strategy is to invest in different asset types with options such as single-family homes, multifamily properties, large apartment complexes, and commercial assets including retail and office space, self-storage, and industrial real estate investing. In recent years, the rise of e-commerce boosted demand for industrial properties and the overall outlook for this sector has been vastly promising.
In this episode, Monick Halm talks about her company’s shift from multifamily assets to industrial investing. Find out what motivated their decision to diversify investment and focus on industrial properties. Learn what a sale-leaseback is and why it could become profitable. Would industrial be one of the best performing sectors over the next year? Click play and hear what Monick has to say.
Farrah Ali is a single mom who was looking for means to provide for her two sons. Her income working for an insurance company was not enough for all their needs so she did research on how to make more money. Interestingly, everything she saw online has something to do with real estate. She decided to try it out even though she knew she didn’t have $100,000 for a downpayment. Then, she learned you don’t really need to have much money at all to invest in real estate!
Her journey is nothing but short of inspirational from battling an uncertain future to becoming a real estate investor. In this episode, we are going to hear about how she went from scratch to a multimillion-dollar portfolio. Farrah is also the co-founder of We Win LLC where she uses her knowledge and experience to help other women live their own success stories. Listen now!
Bryan Marks is the CEO of Cloud Castles. It is a software or service company that acts as a real estate company. They have a unique business model and a mobile app that allows you to buy fractional or snackable shares or short-term rentals like Airbnb so you could own a little piece of that real estate. It entitles you to a portion of the Airbnb profit, tax benefits, gain appreciation in the home, and discounts.
Their mission is to lower the barrier of entry to real estate. They believe that real estate is the way to earn passive income and property ownership is the key to the American Dream! In this #TechandTacticsTuesday episode, Bryan explains how this business model works - how much you need to invest and how much you could earn in a certain period. Listen now to learn more about it!
Short-term rentals can be a good additional source of income for multifamily operators. This business model is promising especially that people are starting to travel again. In this episode, Nico Ortega of Nouvo shares how you can incorporate subscription-based living into your multifamily properties.
Nico talks about the current trends in travel and nomad living. He says people are now looking for larger spaces than the regular hotel room. He adds because of the global health crisis, people want more space. He also gives tips on how you can turn some units of your multifamily property into short-term rentals with a subscription-based living business model. Listen now and learn more about this possible additional source of revenue!
Networking is a crucial part of your real estate business. To succeed in this industry, one needs to have a solid base of a network to be able to find sponsors and investors. In this Highlights episode, we feature once again our conversations with John Rubino and John Cohen.
John Rubino is the Chief Operating Officer, Founder, and Managing Partner of JID Investments LLC. He reveals some great ways of building and sustaining solid business relationships with sponsors, investors, and contractors. Meantime, John Cohen is the President of the JC Property Group, Inc. He shares some great tips that will help inexperienced syndicators kickstart their own businesses. Enjoy the show and start growing your network today!
Mortgage delinquency rates hit lowest level
The overall mortgage delinquency rate for loans past due by at least 30 days fell to 4% -- the lowest level since the onset of the pandemic. According to CoreLogic, all states posted annual decreases in their overall delinquency rates led by Idaho with a labor market that has recovered all of the jobs lost in March.
Profit margins on home and condo sales highest in a decade
The typical home sale across the country during the 3Q 2021 posted a record-breaking 47.6% profit margin on median-priced single-family home and condo sales across the United States -- the highest since the Great Recession, according to ATTOM U.S. Home Sales Report.
Investors vs. first-time buyers
Realtor.com noted that investors made up 5.5% of all home purchases in the first 7 months of 2021, with the highest share of purchased homes in Memphis, Birmingham, St. Louis, Charlotte, and Jacksonville. These investors are ready to pay in cash compared to first-time buyers who depend on a mortgage, which puts them at a disadvantage when competing for affordable homes.
Housing market may see a boost as travel bans end
There’s an expected resurgence of home buying from foreigners as travel bans will soon be lifted in about 33 countries for vaccinated visitors. Buyers from Europe, China, Brazil, and India will be reviving the property markets in New York, Miami, Los Angeles for the first time in 20 months.
US cities with the highest homebuyer down payments
The Villages, FL tops the list of metros with the highest average down payment at 27.1% and a median home list price of $366,950. Other cities that made the list include Santa Cruz, CA; Coeur d’Alene, ID; Prescott, AZ; and Kahului, HI.
One major part of multifamily syndication is capital raising. In this episode, we talk about effective strategies on how to raise capital for your real estate business with Melanie McDaniel of Freestyle Capital Group. Today’s show is also hosted by seasoned real estate broker and podcast host David Robinson.
Melanie shares that success in capital raising and real estate, in general, does not happen overnight. She says one needs to be consistent and persistent to be able to succeed in the industry. She also highlights how focusing on capital raising enables her to scale. Her tip for those who are new to real estate: do it full-time. Enjoy the show!
The hotel industry is starting to rebound from the effects of the pandemic. In this episode, Mike Stohler of Gateway Private Equity Group talks about the pros and cons of investing in hotels. Mike also shares the differences between hotel and multifamily investing.
Mike starts off by discussing the four differences between a hotel and a multifamily. These are flexibility on rent every day with hotels, renters change every day, the hotel is both real estate and a business, and easier turnover. He then talks about being patient, the advantages of having virtual assistants, and why it is important to go out there and be involved in charities. Click the play button now!
Our guest, Dustin Heiner, is a real estate rental property investor. He had a job, got laid off unexpectedly, but then he made a decision where he’s going to do something about it and knew that he needed to become an investor. He saw the math and realized he just have to buy property after property to be able to provide for his family and live his dream life.
Dustin will also teach us how to build the business first before buying the property. He gives the example of a convenience store where you need to prepare your inventory and everything else that you would need to run the store before leasing the building. For him it’s the same thing with real estate. Listen now to find out more about it!
Stefan Tsvetkov is a financial engineer turned multifamily investor. He focuses on data-driven investing. He is the founder of Envvy Analytics and has developed a proprietary enhanced valuation metric that has been calibrated to gauge overvalued real estate markets.
Stefan goes into detail on how to assess the market that will help you find the right deals or guide you in scouting for opportunities for investing in real estate. This #TechandTacticsTuesday episode is a great way to get exposed to such techniques and information that will enhance your investing strategies.
Building and managing a business already requires a lot of hard work. But, can you imagine building and managing six companies? Well, that’s the story of our guests today, Flip and Dani Lynn Robison of Freedom Real Estate Group.
Flip and Dani share how they started in real estate in 2008 and then built six companies along the way. These companies include turnkey investing, construction, property management, brokerage firm, acquisitions, and syndication. Flip and Dani share how they manage all six and why it is important to surround yourself with the right people. Enjoy this very interesting show!
What is the best business structure for a real estate syndication? In this Highlights episode, we look back at our conversations with Amy Wan of Bootstrap Legal and Scott Smith of Royal Legal Solutions where they share their thoughts about the best structure for your syndication business.
Amy shares the pros and cons of a GP/LP structure with an LLC. She also dispels some common misconceptions. Meanwhile, Scott talks about having a series LLC and the advantages of this particular structure. He also elaborates why there’s a need to separate your assets from liabilities. Tune in now to this informative show!
In starting syndication, there are many things that one needs to know to be able to build a successful business. In this Highlights episode, we look back at our conversations with Devin Elder and Lane Kawaoka. They share valuable tips on how you can kick start your syndication business!
Devin recommends a course of action for inexperienced syndicators who wish to learn the ropes of the business. He also shares how you can find and build a fruitful relationship with an experienced mentor. Meanwhile, Lane gives us a “peek” into his methodology which has held him in good stead over the years. Listen now to this information-packed show!
Are you transitioning from being a passive investor to being an active one? Are you an LP who wants to jump into a GP role? Or are you new to real estate investing? Then today’s episode with Paul Shannon of Red Hawk Investing will surely add so much value to you! Today’s show is also hosted by seasoned real estate broker and podcast host David Robinson.
Paul starts by sharing how he started his real estate journey. Paul tried investing in traditional investments like stocks first before he realized that alternative investments like real estate will help him achieve his goals more. And just like most people, Paul’s goals are to retire early and have time freedom. Today, Paul shares details of his current deal and he also gives valuable metrics that are helpful for active investors. Enjoy the show!
One way you can save money in your business is by being tax efficient. So, what are ways that you can do to have a tax-efficient living while investing for cash flow? Today, successful business owner, syndicator, and investment and tax strategist Dave Zook shares great tips on how we can do just that!
Dave talks about his self-storage, ATM funds, and energy funds investments. He discusses ways on how he makes sure to be tax-efficient on all these asset classes. One tip he shares is never make an investment solely based on tax deductions. He also emphasizes the need for you to diversify your funds. Ultimately, Dave reminds everyone to serve others and at the same time take care of their health because you don’t have to sacrifice it for wealth. This is a very fruitful discussion so click the play button now!
When you're running a multifamily business, most of the time you worry about getting tenants in the door. You worry about maintenance and everything else that goes into running a property successfully. And property tax, although it's one of the biggest expenses, oftentimes ends up on the back burner because people are worried about income tax or sales tax, or the next tenant moving out. That’s where guys like our guest, William Ryan, come in. They focus on the valuation issues of your property.
William Ryan is the founder and president of Wayfinder Tax Relief, LLC. They work on getting the best valuation of the property that would impact the owner’s tax bill. They have worked to reduce values for, sometimes, over 60% thus, reducing a great amount on the client’s property tax bill. By working with them, multifamily property owners enjoy peace of mind while spending time with their families because they know that William and his team got their property taxes covered.
Our guest, David Robinson, had been in the residential space, managing sales teams and national franchise brokerage for many years. But then, after his dad went through some serious health issues, he realized he hasn’t learned and done enough to invest and have a serious level of cash flow for himself and his family. That’s when he decided to shift from being a broker to an investor. After some time, he then transitioned from investing to syndication.
In this #TechandTacticsTuesday episode, David shares how his background in real estate, his skill sets, and network that he spent literally years developing, helped him to pursue the path of syndication. We are going to hear how those years of hard work paid off after he raised $1.4 million on his first deal even without prior experience as a syndicator. Listen now to hear that story in his journey to success!
As entrepreneurs, it is important to lay down strategies that work for you to be able to grow your business. In this episode, we speak with Stewart Beal of Stewart Properties and he tells us his unique strategy that led him to purchase over 300 real estate properties.
Stewart shares that his expertise is buying properties from old men or their families when that man can no longer manage the property. He also shares how you can build relationships and at the same time, build loyalty. He emphasizes that being patient and being willing to listen can help you in life and your business. He also talks about hiring people and having a certainty of execution to stand out. Click the play button now and learn about this unique strategy!
There is one powerful tool that can help you grow your business if you know how to use it properly -- social media. In today’s Highlights episode, we feature our conversations once again with Ellie Perlman of Blue Lake Capital and Christina Daves of PR for Anyone.
Ellie gives valuable tips on how you can position yourself as a thought-leader in your field using social media. She also emphasizes the need to make sure your message is clear if you want to reach your target audience. Christina, meanwhile, talks about the best social media platform for real estate investors. She also encourages real estate entrepreneurs to engage in their social media pages because this will drive growth in your page and your business. Enjoy the show!
If you are new to real estate investing, having a mentor can be a great help so that you will learn the ropes of the industry. But, how do you find the right mentor for you? How do you build a good mentor-mentee relationship? In this Highlights episode, we look back at our conversations with Jason Mittman of Mittman Real Estate and Matthew Baltzell of Boardwalk Wealth.
Jason shares how he was lucky enough to find a wise and experienced mentor at the age of 18. He also emphasizes that hard work, integrity, and a willingness to learn are foundational to a successful mentor relationship. While Matthew shares the importance of mentors, no matter what industry you are in. He has developed five steps for landing a real estate mentor that could easily be translated into any other field. Enjoy the show!
If you look at real estate investing, there are many asset classes that you can choose from. Today, we speak to Steve Olson of Fourplex Investment Group and he tells us about a unique business model that focuses on fourplexes.
Steve explains the business model they have and why they are so focused on the fourplex-style communities. He also talks about the benefit of niching down and focussing on this particular type of multifamily. Moreover, Steve shares his thoughts about construction, relationship, and transparency. Click the play button now and find out new ideas that you might hear for the first time here!
If you are a first-time real estate investor, there is a tendency that you will get overwhelmed with all the aspects of investing in this industry. The same goes with first-time operators who want to attract new investors, there’s a tendency that you get too excited and overwhelm your prospective investors. So, how do you deal with this? We’ve got you covered in this episode.
Best-selling author, real estate investor, and serial entrepreneur Anthony Vicino joins us today. He tells us ways to understand passive investing in real estate in the most simple way. He shares the three most important aspects to understand the business are the operator, followed by the deal, and the market. Listen now and learn the simple ways of understanding and explaining what passive investing is.
Before the COVID-19 pandemic started, loans were made almost solely related to the quality of the property – its income and location. Today, lenders look at the quality of the experience, net worth in liquidity, and financial strength of the team that’s putting together the syndication. Even banks started raising their debt service coverage ratios. They have also stopped doing cash-out refinances.
In this episode, Terry Painter, who is the author of the Encyclopedia of Commercial Real Estate Advice, and the founder of Apartment Loan Store Mortgage banking firm gives his perspective about where we’re at from lender underwriting standards. Does he see something like the 2008 recession happening again? What is the biggest problem in lending that they’ve encountered this season? Listen now!
There are multifamily offices that function like institutions – billions of dollars and large staff members. There are also single-family offices that have one family investor and staff. But it’s all about forming a relationship and trust between the investor and the operator.
Just the term “family office” can already be intimidating. So, for our #TechandTacticsTuesday episode, Spencer Gray shares with us how he got started and how to approach and communicate with these sophisticated groups.
Adding value to your investors goes a long way. It’s a big component to building your brand and expanding capital. It’s also a great strategy that is often overlooked. Today our guest, Spencer Gray, talks about what they do at Gray Capital LLC to add value to their investors.
Spencer built their own online platform in their website where they provide their potential investors with more specific information that they need or are looking for. There are tons of videos and websites that talk about real estate but people often need information about the current market that will help them in building their strategy. That’s just one of the value-adds that Spencer and his team provide. Listen now to know more about how they “invest” in their investors and how that has helped them scale and expand their business.
Whether we like it or not, adversity is part of life. We will be facing many challenges and of course, we will be having successes. In this Highlights episode, we look back at our meaningful and inspiring conversations with Bryan Chavis and Nick Prefontaine.
Bryan is a cancer survivor who found success in training and educating people in real estate syndication. He creates a certification program as he emphasizes the need for syndicators to master their craft. Meanwhile, Nick shares how he survived a near-death experience. He also talks about the lessons he learned which helped him to push forward and be successful in real estate. Tune in now and be inspired!
Recession is a part of the business cycle. When the Covid-19 pandemic hit last year, many industries faced a downturn. But, in real estate, several asset classes survived the hit, and among them are mobile home parks and self-storage.
In this Highlights episode, we look back at our conversations with Hunter Thompson of Cash Flow Connections and Paul Moore of Wellins Capital. Hunter reveals he invests in recession-resistant properties with low risk and high returns. Paul, meanwhile, details how he expanded his multifamily vision to self-storage and mobile home parks. Enjoy the show!
In the real estate business, knowing how and where to find deals is a great advantage. Today, our guest Nick Keys of The Dickman Company, Inc. lays out some things about how you can start generating your own leads and find off-market deals.
Nick shares a step-by-step approach on how to find off-market opportunities: identify the kind of deals that you are looking for, broadcast it, and start cold-calling. He also talks about how you can build relationships and find projects, and even the number of calls that maybe you should be making, and how to find the right people to call. Enjoy the show!
Most financial advisors will tell you to invest your money the conventional way. But, in this episode, our guest Chris Miles tells us why it is wiser to invest your money in alternative options like real estate. Chris was a former financial advisor and now calls himself an anti-financial advisor.
Chris details on the show why you need to start creating an “anti-financial plan” if you want to start earning money in double-digit returns. He details how you can have your money working for you and eventually achieve financial independence. He also encourages people to see the big picture, find hidden resources, and figure out the best way to get the highest return from those resources. Click the play button now and start planning your way to financial freedom!
One of the reasons why we like real estate is because it doesn’t change all that much. It’s somewhat predictable. If you have invested in real estate you would see that throughout the history of America, real estate was probably the single best wealth generation tool that consistently delivered better returns in the broader markets.
However, advances in technology have created new market spaces. We have heard about Bitcoin and other cryptocurrencies and several other types of digital assets. Our guest, Sohail Hassan, focuses on blockchain technology. It is basically the new rails of the financial system which entails a network of smart contracts to connect issuance to those networks that essentially allow for 24/7 trading. It’s a series of information that is graphically secured and acts as a distributed ledger that is immutable. Listen now to learn more about it!
Judd Dunning is a third-generation real estate professional. He sold insurance when he was in college and got scouted off the street to act as a model and then ended up in a soap opera that brought him to Los Angeles. This is where his experience in commercial real estate started.
He became an investment institutional adviser throughout the United States and after some time he became the managing director of capital markets for Newmark’s West LA office. A few years later, he opened DWG Capital Partners and has done about a billion dollars of real estate. Because of his excellent service to his clients, a lot of great opportunities opened up for him. Then he came to a point where he wanted to create wealth not just for the institutions but for his family and friends as well, so he left the brokerage business and became a syndicator. Now, he has also added a virtual store fund called Posidon to his portfolio which he shares with his investors as an alternative source of income.
If there’s one piece of advice that we often hear about how to find the best deals, it is building a good relationship with your broker. Today, we look at the perspective of real estate broker Reid Bennett. Reid is a licensed managing broker who focuses primarily on the sale of apartment communities across the Midwest.
In this episode, Reid tells us how to stand out and win deals in the industry. He emphasizes the need to put in backup offers as well as making as many offers in your market. He also talks about the importance of lending, broker, and recent seller references in securing yourself a good deal. Listen now and gain knowledge on how you can win deals!
Real estate offers an opportunity to anyone at any age, may you be a fresh graduate, mid-career professional, a seasoned businessman, or a retiree, it’s never too early or too late to thrive in the industry. In this Highlights episode, we feature our conversations again with Joel Florek of JF Holdings LLC and Michael Wayne of Detroit Riverside Capital. The two entrepreneurs started their real estate journey at a very young age and even ran their business successfully at 25 years old.
Joel emphasizes the importance of building up his own portfolio and track record, as well as creating a plan and executing it. While Michael talks about how crucial having the right team member is to make things happen. Tune in for some great insights!
There are a lot of opportunities waiting to be discovered especially if you know how to have value-add properties. In this Highlights episode, we look back at our conversations with Chris Grenzig of Toro Real Estate Partners and Paul Moore of Wellings Capital. They talk about how to discover opportunities in value-add properties!
Chris reveals how a focused investing approach can help you syndicate value-add deals that can generate handsome ROI’s with minimal risk for you and your investors. While Paul shares some great tips for syndicators who are finding it difficult to discover value-add opportunities in this liquidity-fueled market. Tune in as we share some investing gems you need to know right now!
If you are still thinking about whether to jump into real estate investing or not, then this show will help you understand why you should make that shift right now! Today, our guest is Chris Odegard of theprolificinvestor.net, and he talks about conventional versus alternative investments.
Chris shares his investments were 100% conventional back then, and now it is 95% alternative. He talks about how you can use your 401K by using the in-service transfer to invest in alternative investments like real estate and notes. He also elaborates on the pros and cons of conventional and alternative investments. Tune in and start thinking out of that box!
Many people choose to pivot their careers and try real estate syndication as a way to achieve financial and time freedom. Today our guest Vikram Raya of Viking Capital Investments shares the mindset shift he had from being a physician to getting into the real estate business. Vikram details how you can forge an investor mindset to help you achieve your goal.
Vikram goes into great detail about the five kinds of freedom he wanted to achieve. These are time, vacation, location, vitality, and freedom from stress. He talks about meaningful capitalism and how you can build a legacy and impact other people’s lives. He also goes into many different things that are helpful for you to grow your business and how he's helping so many others to do the same. Join us today!
We’ve all heard a lot of horror stories about insurance claims. Maybe you’ve experienced one yourself. But it doesn’t have to go that way! Our guest, Galen Hair, a property-casualty insurance attorney, and owner of Insurance Claim HQ, talks about how to make sure you have the right insurance policy for your property and other important stuff!
One of the problems for apartment building owners is exclusions in their policies that are very particular to their geography. Galen gives some types of policies and explains which would be better for a specific investment. And although there’s no magic organization that certifies which insurance agents are reliable or the best, Galen gives us some tips on how to find the right one.
People nowadays are almost constantly online. That’s why if you have a business and you want to market and expand your brand, digital marketing is the way to go. So, for our #TechandTacticsTuesday episode, we invited Bryan Driscoll. He has a decade of experience doing SEO for both large and small companies and he’s going to share some tips on how to maximize certain online strategies like SEO or PPC and Facebook to promote your brand and generate leads.
One thing to remember is that the effectiveness and efficiency of these tools vary depending on the kind of business that you’re promoting. Bryan elaborates on each of these tools and suggests which, for him, is best for building or expanding your real estate portfolio. He also goes into detail on how to create content that will lead people to your website or blogs and mentions some do’s and don’ts that you need to know as you’re getting started to run your ads online.
Part of running a syndication business is accomplishing many administrative tasks. And, one way that many entrepreneurs are addressing this is by hiring a virtual assistant or VA who can help them remotely. Today, our guest Charlie Wessel of Cordell Capital details how a rock start VA can help you with capital raising.
Charlie says you can automate all the emails you want to, but you got to get personal with your investor. With this, he is using his VAs to send out emails and reach out to potential investors. He also discusses how he prepares for a downturn by sticking to conservative underwriting. Listen now and find out how to find the right VA to help you in your business!
One of the reasons why people are getting into real estate syndication is the opportunity to earn passive income. In this Highlights episode, we feature once again our conversations with Jens Nielsen of Open Doors Investing and Chad Hudson of Savoy Companies. They give nuggets on how you can start making passive income through syndication.
Jens shares how he built some passive income away from his employer’s weekly paycheck by doing business on the side with syndication. He sheds light on how CRMs conveniently allowed him to do syndication while juggling two jobs. Meanwhile, Chad unravels the first step to take when jumping into real estate investing. He also talks about the benefits of having a construction and renovation business, the hardest part of the syndication process. Click the play button now and let us help you to start earning passively!
Real estate development is a crucial process in the industry that creates value for the property. That’s why as an investor or syndicator, there is a need to have at least an idea of the processes of development. In today’s Highlight’s episode, we look back at our conversations with Edward Orasi, the market director at Keller Williams in Las Vegas, and Scott Choppin, founder of The Urban Pacific Group of Companies.
Edward stresses the importance of surrounding yourself with the right, well-connected and knowledgeable team. He also said that it is necessary to do thorough due diligence before proceeding with the development to ensure its efficiency both with time and money. Meanwhile, Scott shares the criteria a property should meet before they would consider getting involved. He also discusses how developers can best prepare for the downturn. Learn more about the world of development by joining us!
As a leader, it is natural that you would want to be hands-on with everything about your business. But, to be an effective leader, you need to learn to hand control off. Today, we pick the brain of Devin Elder of DJE Texas Management Group, and he talks about building the dream team and processes to help you grow your multifamily syndication business.
Devin admits that he used to struggle with handing control off to other people. But, he later realized what the difference of having the right people in your team can make. Devin talks about finding the right “who” to join your team, and he also elaborates the skill sets of an effective entrepreneur: identifying opportunities, going first, being okay with risks. Click the play button now and enjoy the show!
Have you ever heard about the “who not how” idea? It is about getting people that can help get things done for you so you can focus on the things that matter most and that is to grow your business. In this episode, JC Castillo of Velo Residential shares valuable tips on how you can operate your multifamily property with more profit and less stress.
JC shares three things that revolve around the profitability of a multifamily business: have a happy and committed onsite staff, make sure to give an amazing customer experience, and it is all about key performance indicators (KPIs). He also highlights the importance of doing the basics brilliantly. Listen now and start making more profits!
Coming out of the foreclosure crisis somewhere in 2008, Jorge Fajardo pivoted and started working towards his law degree and founded Keystone Property Investments. He got so intrigued by how investors could buy property after property and build large portfolios with the tools that he had at his disposal so he decided to make his own real estate investments starting with the joint venture structure. But as he learned more about networking, he then transitioned from single-family space to multifamily syndication where he was able to scale faster.
In this episode, Jorge shares with us how he has been sourcing investors. He mentions the different visas and requirements to bring international investors into a syndication format and also talks about his mindset when approaching investors and how he takes care of them.
In this day and time, very few survive without having an online presence. You almost wouldn’t have a business without your own brand. So, for our #TechandTacticsTuesday episode, Raphael Collazo shares with us how he has grown his brand very quickly.
One of the key things that have helped him build his brand is publishing his own books. In this episode, he shares with us the process of how to write and self-publish a book and effectively create content. He also talks about which social media platform for him is the most valuable that you as a real estate entrepreneur should focus on.
There are myths on commercial real estate investing that hinder some people to kick start their journey in the industry. Today, our guest Mike Sowers of Commercial Investors Group debunks these myths and gives valuable tips for you to succeed in the business.
Mike lists three myths that people need to stop believing now: you need to have big corporate connections, you need millions for the down payment, and it's difficult to figure out how much you can pay for the deals. He also emphasizes the need to adapt to the mindset of humility and try to get other people to point you to your blind spot. And, Mike also shares a secret on how you can build an investors’ list with people you have never met before. Enjoy the show!
Underwriting is a crucial part of sealing a real estate syndication deal. That’s why any sponsors or investors need to familiarize themselves with the process. In this highlights episode, we look back on our conversations with Rob Beardsley, co-founder of Lone Star Capital Group, and Anna Myers, COO of GroCapitus.
Rob talks about the key fundamentals people need to know about underwriting. He also differentiates underwriting from a passive investor and sponsors perspective. Meanwhile, Anna shares how you can mitigate risk by conservatively underwriting a real estate syndication deal. She also explains how to analyze T-12 documents and expenses while studying a new deal. Listen now and get your much-needed information about underwriting.
It is definitely okay to change paths whenever you feel you need to. In this episode, learn how a long-time single-family investor, Arn Cenedella, transitioned to multifamily syndication. Arn has over 40 years of experience in the real estate industry and it was during the start of the Covid-19 pandemic when he jumped into the syndication business.
Now, 18 months later, Arn shares that he is now on his fifth deal. He also got his hands on operating a deal. Arn shares that there will come a time that you just have to be willing to jump in and wing it. He shares the nitty-gritty of things he has learned, growth experience of agency debt and the capital raise process, getting the deal to the closing table, and even highlighting the team aspect that helped to achieve success. Arn also emphasizes the need to have the willingness to learn so you can grow. You’ll definitely enjoy this show!
Real estate business, just like any business, demands so much effort, time, and focus. At times, it is easy to get lost amid the demands of the industry that you forget about yourself and your well-being as well. In this episode, we speak to real estate entrepreneur, author, and podcast host Terrie Schauer who is based in Montreal, Canada.
Terrie says that her experience as a young accidental landlord taught her a lot in real estate and opened her eyes to possibilities of what the industry can bring. Terrie shares that the entrepreneurial spirit in her family helped her so much when she decided to become an entrepreneur herself. Terrie also debunks the ‘bigger is always better’ thinking in the industry. She also emphasizes the need to have ethics in the business, balancing your business and your way of life, and respecting others. She also talks about the rat race, true wealth, and being happy. Enjoy this eye-opening episode!
There are different paths for real estate entrepreneurs. And those who find their way to multifamily syndication for the first time may find it puzzling. In this episode, we speak to Eric Nelson who is on his way to close his first multifamily syndication deal.
Eric says syndication is the best wealth builder. He emphasizes the need for first-time syndicators to be patient and take their time. He also elaborates why your relationships with the brokers are key in sealing your success in this business. He also reminds entrepreneurs to just enjoy the journey and give a little along the way. Tune in now and be ready to pick up tons of wisdom in this episode!
Dave Sherbal is a CPA by background. His experience as an accountant gives him an edge in asset management. A lot of people just look at the financials, but he sees what the vendors are charging and how they’re charging. He sees the efficiencies that property management companies may or may not be doing.
He gives us some expert advice on why property owners or operators need asset managers. He describes in detail how they work and the services they offer through his own asset management company, C2G or Cradle to Grave Asset Management.
Online marketing and lead follow-up and conversion can be very complicated. However, it has been proven to be the most effective and least expensive process to increase your investor flow, especially now that the online community is more active than ever before. Our guest for today will walk us through some Facebook ad techniques that you should know as you’re getting started to run ads to get your investor flow running.
Gustavo Munoz Castro, or Gus, is very passionate about helping business owners maximize the use of online marketing and social media, particularly Facebook, to their business advantage. Together with his team of 100 agents making about 50,000 outbound calls a day and setting about 100 appointments daily, he has come up with a plan which he calls 27 touches in 12 months to reach people online, do a follow-up and convert them to investors. Join us in this exciting episode!
Scaling and networking are crucial in the growth of any business, especially in real estate syndication. Meantime, it is also the responsibility of every entrepreneur to make sure that they are legally compliant.
In this episode, our very own Whitney Sewell shares effective ways on how you can scale and network while being legally compliant. Whitney details the difference between 506(b) and 506(c) when it comes to the way you can promote them. He also talks about thought leadership platforms, funnels, and automation processes that can help you in a big way. Click the play button now and gain new valuable knowledge that can help you in doing your business!
Stocks, bonds, and mutual funds are the usual financial investments prospects for Individual retirement accounts or IRAs. But, investing it in real estate syndication can also be a good option to diversify your portfolio. It is important to note that the IRA should be self-directed for you to be able to use it for real estate investment.
In this Highlights episode, we look back at our conversations with Chris Tanner of the New Direction Trust company and Scott Maurer of Advanta IRA. Chris shares the workflow for using Self Directed IRA funds in real estate syndication while Scott explains why investing your IRA funds in real estate is a great alternative to stocks and mutual funds. This show will answer any queries about self-directed IRA in real estate syndication so tune in!
There are many asset classes where you can invest in real estate. But, if you are looking for an asset class with lesser competition, then you might want to check out land investing. In this episode, we pick the brain of real estate investor Dan Haberkost.
Dan gives us nuggets on land and business development business and how he finds this a good investment. Dan also talks about his active and passive investments which he successfully sealed at just 25 years old. He shares how to look for inefficiencies in any market and how to apply that to other industries. Click the play button now and unravel the potential of land investing!
George Roberts talks about his interesting background as a bio-scientist and then moved on to computer science, then to construction, and then syndication. His love for business has led him down to different paths. Now, he’s doing what he loves most – the real estate business.
George had a small beginning, but he has become very successful. In this episode, he’s going to share with us how he did it and what he and his team are doing as they continue to expand their business. George is a principal at Horizon Multifamily which is focused on value-add opportunities in Central Florida.
In this episode, we feature the founders of Passivo, Stony Stonebreaker and Lennon Lee. They started as independent real estate investors before they met in 2017 at a CCIM event. This meeting led to a business partnership that is focused on building a community of passive investors, helping and teaching them how to invest wisely and achieve financial freedom.
They go into detail as to what kind of deals they look for, how they source their deals, and how they choose sponsors. It’s interesting to know how much effort they make to go the extra mile for their partners to educate them and refer them to the right professionals who can help them become better investors as they make their own investment strategies. We get to see how patience played a major role in their success in building a community of passive investors who will leave a legacy to their families through their real estate investments.
A lot of people talk about how good and easy it is to invest remotely. But for today’s guest, Greg Scully, being in your market is better. After 40 years in Alaska, Greg and his wife decided to move to Tennessee close to where his investments in real estate are.
One of the benefits of being close to your investments is seeing the opportunities as they come. Asset management is also easier to do and you do not have to rely on third-party management teams which will save you a lot of money. Greg shares more about this and discusses the advantages of working with different partnerships and the challenges he faced.
To have a smooth and stress-free renovation project, there are important steps that you need to take or consider like identifying and validating your goal, figuring out your budget and creating a scope of work. Our guest this #TechandTacticsTuesday walks us through the process and gives some great tips on what to do in each of these steps and how to work with general contractors.
Van Sturgeon is a real estate investor and renovations expert. He lays out many things that you need to know as an operator whether you’re remodeling a duplex or a 200-unit apartment building, these tips are going to be very helpful to you as you prepare to have a successful renovation project!
When you are in an event with 200 fellow real estate entrepreneurs, how do you stand out and persuade new investors to trust you and invest in your business? What can you do to catch potential investors’ attention? What are the chances new investors will remember you even after the event?
In this episode, Whitney Sewell shares a valuable tip on how you can stand out in a crowd of hundreds of real estate entrepreneurs. Whitney emphasizes the need of thinking about your mission and why you are in the business. He also talks about facing and overcoming pushbacks. Tune in now and learn how to stand out in the industry!
Being a CPA, our guest, Denise Piazza, has gained a lot of exposure to the real estate business. She started investing both actively and passively across multiple asset classes. Then she developed a passion for multifamily space and decided to pursue a more active role as GP.
Denise dives into details on four things that have helped accelerate her transition from passive to active. She mentioned the importance of finding the right mentor that has the complementary skill sets to hers, being disciplined and willing to sacrifice, and transparency.
A lot of people would think that syndicating small project deals is not worthwhile, but Christ Shepard thinks otherwise. He knows there’s tons of upside on those small deals. For them, the added revenue from property management made a difference.
Chris believes that property management gives you a steady flow of income every month. It may have taken them about four to five years to build up their property management company and it has been extremely challenging for them, but they were able to integrate all their services together and create added value for every deal. And the results have been great!
It’s amazing how in real estate, you can create so much value without that much time spent. That is why Adam Gilbert, a civil litigation attorney, quickly found his passion in real estate. For him, there are just so many opportunities to make money while you learn at the same time.
One particular niche in real estate that Adam loves doing most is value-add entitlement deals. Few people know about it which means less competition. Plus, it is a good opportunity for value-add creation. You just acquire a property, change it to higher and better use and make more money out of it. Sure, it involves a lot of risks which Adam will go into detail on in this episode, but if you know how to manage and ameliorate those risks, you will definitely become successful.
Having literally tried every strategy known to the stock world and failed, Denis Shapiro decided to shift gears and design an income fund through real estate syndication. He also blended in a few assets to create a diversified portfolio which included apartment buildings, self-storage, mobile home parks, mortgage notes, and ATM funds.
In this episode, Denis will explain the structure of his multi-asset fund and share why it’s good to invest in such a diversified fund model. He will also talk about mortgage notes and ATMs and give some of the dangers that we need to consider when investing in these asset classes.
Real estate has opened doors of opportunity to many people. While the path to success may be different for everyone, there are some proven ways to achieve great results fast. In this episode, Whitney Sewell reveals a secret on how to achieve rapid results in the industry.
Whitney elaborates how the idea of “show up to give” can benefit you and your business. He also talks about the importance of having your spouse on board your life mission, why having a mentor helps, and what is behind Life Bridge Capital’s growth. He also shares his journey in real estate. Click the play button now and find out the secret to grow fast!
Are you still contemplating whether to jump in or not in the multifamily syndication business? Or are you new in this business? In this Highlights episode, we look back at our conversations with Brian Murray and Duamel Vellon. These two real estate investors talk about how they were able to seal success in multifamily syndication.
Brian shares some tricks on how he made his business work and explains how mistakes can drive you towards learning more about the industry, ultimately revealing why he opted to move to syndication. Brian also points out that the greatest contributor to his success was surrounding himself with knowledgeable people that helped him along the way. Meanwhile, Duamel talks about the role of mentorship, self-study, and getting out of his comfort zone in getting his way around syndication. He unpacks his own past prejudices about coaches and how he was able to overcome them by experiencing their value firsthand. Make sure to tune in now and get valuable tips on how you can get your way around the syndication business!
You’re never too young to start your real estate business! Our guests for this episode are great examples of young guys who are making it happen, not letting their age or lack of experience stop them from doing what they want and excelling in their chosen field. The biggest hindrance to starting a business is fear of failure. But for the Donis Brothers, fear is just a lack of education. They overcame that fear by reading books, listening to podcasts, and joining masterminds.
Kenneth believes that “money goes where attention flows,” and they’ve done a great job in growing their social media presence to build their brand and promote themselves. The Donis brothers are crushing it in the syndication business. At ages 23, and the other two at 19, they are already under contract on a 100 plus unit department complex in Florida. If they can do it, so can you! Listen in as they share their marketing strategies and how they use social media to expand their network and business.
Every real estate entrepreneur aims for one thing – to be successful in the business. And who does not what to be, right? In this episode, our guest Sam Wilson talks about crucial entrepreneurial skills and mentality that will help you grow and succeed in the business.
Sam is an active investor in self-storage, parking, retail, multifamily apartments, RV parks, and single-family homes. Sam is also a podcast host and has a diverse background in business ownership, building construction, and management. Today, he discusses the “getting it done” and “failing forward” mentality which helped him and his business to move forward. He also emphasizes the need to be willing to go out and mess it up, to keep moving, and even the ability to say no. Click the play button now and be ready to take home a lot of wisdom!
Michael Holman is a VP at Overland Group, Inc., a vertically integrated real estate firm specializing in the development, construction, and management of real estate assets. Michael’s father, Ken Holman, has also guested on our show before. You can find the link to that episode below. Ken has been his greatest mentor and played a major role in honing him for his job in development at Overland Group, Inc.
In this episode, Michael shares with us why they chose development and what has fueled their exponential growth. He also talks about the difficulties they faced in financing their deals and learns about the TIC structure and 1031 exchange. We’ll also hear about how they prepare for a downturn as far as real estate development is concerned. He goes into many different things that have helped them to scale fast.
A lot of investors and even CPAs are not aware of cost segregation and how it can help them with their investments. In today’s episode, Erik Oliver will educate us on how we can take advantage of it. Erik has been with the Cost Segregation Authority for 5 years helping real estate investors save millions of tax dollars.
Erik will discuss in detail which asset class can benefit much from cost segregation and how it works. He will also talk about the effect of tax changes that are going to take place and how you can use cost segregation to manage your tax brackets to save significantly.
Our guest for this episode, Phil Capron, served honorably as a Naval Special Warfare Combatant Craft Crewman (SWCC) in the Navy. After he got out in 2012, he started his real estate business by selling houses to his Navy brothers and then listing them out when they transfer away from Norfolk.
Now, he’s an active syndicator and CEO of Mission First Capital. His own mission is to provide everyone the opportunity to invest in multifamily properties regardless of income level and to support veterans and active-duty military personnel by helping them invest like high-net-worth individuals. Through his Reg-A Plus Fund model, he can take his non-accredited friends to invest with them and join their projects.
Every kind of business has its own mission. But a company or syndication with a mission that goes beyond the financial gain is rare nowadays. Whitney Sewell talked about that in one of our episodes, “How Having a Mission Bigger than Yourself can Help You Scale”. Go check it out if you haven’t yet! But for this episode, he speaks about how your mission is connected to another key component in scaling your business and that is loyalty.
Loyalty behind your brand is essential if you want to rise quickly to the top. It’s a strong foundation to build upon. Once you’ve established that loyalty from your investors or clients, it will not be so difficult to scale. It gives you confidence to aim for the highest because you have a solid foundation of trust from the people that truly matter in your business – your spouse, family, team and investors! Tune in as Whitney explains how mission and loyalty are interrelated and where to begin in building loyalty behind your brand.
Are you thinking of ways to maximize your revenue in your multifamily property? Why not try short-term rentals? In our #HighlightsSunday episode, we look back at our conversations with Michael Sjogren of Occupied LLC and Jon Bell and Julian Sage of MxLuxe Partners.
Michael shares tips and tricks on how you can convert your units to short-term rentals. Michael also reveals some of the tools he uses in automating his business. Meanwhile, Jon and Julian elaborate how they help others in the multifamily space to lease and manage short-term rentals through their management company. They share more insight into the short-term rental asset class, available tools that can help in growing your business, and how the pandemic has affected their market. Click the play button now and find out if this can be part of your options!
There is a notion that when you invest in real estate, you have to start locally. But, for one investor, he says this is a historical misconception and that technology enables us now to invest long distances. In this episode, we pick the brain of Robert Leonard, VP of Growth & Innovation at The Investor's Podcast Network.
Robert shares that he started investing in real estate even before graduating college. Robert says he bought a house and learned house hack then. He details his journey in long-distance investing, what technology he uses to manage his properties, and the importance of having local service providers service your properties. Robert also talks about self-managing the properties and making sure everything is well for his tenants even though he has never seen the properties personally. Tune in now and find out if long-distance investing fits you!
It’s never too early or too late to start doing something you are passionate about. Our guest today, Michael Wayne, co-founder of Detroit Riverside Capital, found his passion for developing properties early. At 25 years old, he and his team have developed a 48-unit mixed-use property.
In this episode, Michael details how he was able to raise $1.8 million for the project. He emphasizes the importance of having the right team member to make crucial things happen. Michael also elaborates how leveraging existing relationships helped him to gain investor’s trust to be able to scale. Click the play button now and learn about Michael’s journey in real estate!
There are two very exciting markets that investors in real estate should start focusing on right now and those are the millennials and the seniors. The millennials being part of the workforce, like portability. They would rather live in apartments than buy a house. While the number of seniors is increasing more and more as 10,000 people turn 65 every night in the USA and it’s expected to continue for the next twenty to thirty years. That would mean one-third of the population will become seniors!
So for Vinney Chopra, a multifamily investor and real estate expert, investors should really start riding on these two tsunami markets as he calls them. Tune in as he also goes into detail on the structure of the senior living model and the operations of the senior living fund.
Real estate is very broad. As our guest puts it, “You can do a lot of different things in real estate.” And intuitive management is just one of them. Whitney Ward is a highly driven entrepreneur. She founded Intuitive Management Partners, a multi-family advisory and investment management firm that brings niche sector focus to ensure multi-family investors and developers mitigate risk and maximize asset value. She oversees and leads all new business development initiatives, acquisitions, capital markets, and asset management.
Whitney spells out the difference between property management and asset management. She gives insight on how intuitive management can help property owners and investors in the multifamily space when it comes to due diligence and verifying your underwriting assumptions.
Our guest for this episode, Jacob Vanderslice, has been investing full-time in real estate for fifteen years. He started out doing single-family residential investments then got into commercial real estate doing adaptive reuse retail. However, Jacob finds they’re not very scalable. So in 2015, he got into self-storage and it proved to be a great asset class for him.
Jacob shares that one of the mistakes he has made over the years in real estate was being too transactional. That’s when he decided to shift his focus to long-term cash flow investments and found self-storage to be a great vehicle for that. After a few years, they launched their first self-storage fund and the rest is history. Tune in to our #TechandTacticsTuesday episode to know more!
What are you passionate about? What is your “why” behind your everyday hustle? What pushes you to do better and better in life and business? It is crucial to know the answers to these questions to give yourself reasons to go beyond financial gains.
In this special #MindsetMonday episode, Whitney Sewell talks about how having a mission bigger than yourself can help you and your business scale fast. Whitney shares how having a clear mission has helped Life Bridge Capital to grow in ways beyond he had imagined. Whitney also emphasizes the importance of having your spouse, family, and investors a part of this mission. Click the play button now and be inspired to keep your mission going or even find one if you have none yet!
Running a commercial real estate business requires systems and practices that will ensure profitability. In this Highlights episode, we look back at our conversations with Tyler Cauble of The Cauble Group and best-selling author of Open for Business: The Insider’s Guide to Leasing Commercial Real Estate, and Terry Hale of Wealth Training Group, Inc.
Tyler unpacks the building of a team, a central part of how he has moved forward in this work before we get into the particulars of his first big syndication deal! While Terry touches on location, pulling in cash flow, and creating dependable structures as the things you should look for in commercial real estate. Click the play button now and learn some proven and tested strategies in commercial real estate!
Our guest for this episode, Thomas Tsitouridis, strongly believes in streamlining everything to achieve more in the quickest way possible. He practices a three-stage process which he calls eliminate, automate, and delegate because for him, time is our most valuable asset.
Thomas likes to be in control and the way he does it is by working with great partners and entrusting other tasks to his team so he can focus on the bigger picture. Learn more about this process and get tips on how to maximize and manage your time well so you can do more with less.
Royce King is a sought-after marketing strategist in real estate. Being a real estate investor herself, she knows what it takes to market yourself effectively in this line of business. She gives us tips on how to improve your presence online and connect to your market that will generate leads.
The marketing process involves making a connection to your target market, earning their trust, establishing relationships, and doing follow-up. Different products and clients require different strategies. There’s no one-size-fits-all way to do it. Learn more about marketing as Royce discusses this in detail.
Are you thinking about investing in real estate funds? Our guest, Lisa Hylton, shares with us today her knowledge about funds that she acquired while working as a controller on private equity real estate funds a few years back. Now, Lisa has invested in 2 syndications as a limited partner totaling 850 units and one sub-syndication raising 500K.
There are two options for real estate funds. You have the single asset vehicles and the blind funds. There are pros and cons to consider, but ultimately, Lisa likes funds as a business model because it is resilient to recession and it provides diversification.
Bridge lending is just one arrow in a quiver of lending options as George Kruse puts it. There are a lot of components to look at and there are different scenarios where a bridge makes more sense than other options. However, bridge lending may not always work for everybody.
So what do you need to know about bridge lending? What are the benefits of using a bridge loan? What should you look for in a bridge lender? How do you know if it’s the right fit for your business plan? Tune in as our guest, George Kruse, talks about bridge lending in detail!
This #TechandTacticsTuesday, let’s have a listen to a former Green Beret now a successful real estate investor and syndicator. Michael Glaspie served for ten years in the military and his experiences have greatly influenced his business approach and helped him to scale fast. He focuses on creative solutions and constantly thinks of ways on how to make things happen.
For Michael, there’s more than just one way to do something and all you need is to be resourceful with what you have. He is passionate about educating entrepreneurs on how they can expand their portfolios so they can accelerate much faster. One of the strategies he talks about is having multiple streams of income that are vertically integrated. Join us to learn more about it!
It’s every entrepreneur’s goal to scale fast. Whether as an investor or an operator, our aim is to speed up our growth. But how do you prepare for that? What are you doing to hedge against the risks of exponential growth?
On our special #MindsetMonday episode, Whitney Sewell shares with us how he prepared for this high-growth condition that Life Bridge Capital has been blessed with. Taking us back to how it all started, Whitney recalls how his overcommitting to produce daily shows pushed him to scale and expand quickly. Starting a daily podcast, finding guests, audio-editing, video-editing, and posting on social media are just some of the big responsibilities that he could not have done alone. He knew he needed to find top-notch people with the right skill sets to pull it off. Now, Life Bridge Capital has a whole production team that has released over a thousand shows and will be producing even more not just for them but also for other people. It has truly been an amazing journey.
Every entrepreneur must understand that a business goes through a cycle. And, part of that cycle is a possible downturn. That is why every entrepreneur needs to prepare for one. In recent history, we can look back at the 2008 financial crisis and the onset of the Covid-19 pandemic last year which until now has been affecting businesses.
In this Highlights episode, we look back at our conversations with real estate entrepreneurs Vinney Chopra and Spencer Hilligoss. Vinney shares the steps he took to mitigate possible risks his business may face during a downturn such as market correction. Meanwhile, Spencer details how the Covid-19 pandemic has affected his business and what adjustments he had to do to survive it. Listen now and learn crucial steps you can take to survive a downturn!
Our guests for today were doing great in their corporate W2 jobs when they decided to try out the real estate business. They both wanted a more flexible lifestyle where they can level up their success and inspire and coach others to do the same. They took the leap of faith, left corporate America, started earning millions and the rest is history.
Today, we speak to Jenny Gou and Steve Louie, Managing Partners at Vertical Street Ventures. Jenny takes us step by step into how she went from zero to 950 doors in 12 months and how they are now able to raise millions of dollars in a very short period of time. Steve shares his own valuable experiences and lets us into the amazing partnership that brought them this amazing success!
Nowadays, it’s harder to get a mortgage loan because banks have changed the way they assess the risks. Those who have been pre-approved before the pandemic were denied afterward because of the many uncertainties we face. But for those who invested in mortgage notes, this has been a great opportunity to grow their business.
Nick Legamaro, shares with us how you can be one of them. You can act like a bank and create and sell real estate mortgage notes that are secured and protected. In this episode, we learn about how this works, how to be creative, and how to make the connection to buyers. This will surely be a light bulb moment for all the listeners out there!
Our guest, J Scott, started his real estate business in single-family units. He became very successful and even authored a book on flipping houses. Within ten years he was able to grow his capital, however, at that time, it was hard to find deals in single-family. That’s when he decided to transition to multifamily because he still preferred real estate over the stock market and any other vehicles for investment.
He looked at the economic indicators which showed that multifamily would do well over the next few years. And they proved to be right as it indeed did well between the years 2012 to 2018. Moving forward, J shares with us what he feels is happening in the economy in our present situation and what he expects over the next few months. Tune in to know more about his journey and how multifamily is doing in this time of pandemic and inflation.
Blake Janover who is the CEO of Janover Ventures provides technology-enhanced and smooth access to commercial financing. He wants the whole process of getting a loan to be seamless and fast. He is working to remove unnecessary and time-consuming steps like the manual and old-fashioned way of data gathering.
Janover Ventures is a team of expert finance practitioners who help connect the right lenders and borrowers through their digital platform. They boast in their extremely secure qualifier portal innovation. They also seek to educate their clients about the tons of options and possibilities they could use in financing their business endeavors. Blake believes technology contains so much untapped potential and they want to be among the innovators who would take the risk and change the course of real estate financing.
There are a lot of things about taxes that people don’t know exist. Most of the time, they go to their financial advisers who tell them things that do not match what they want. That’s why Steve Moskowitz decided to become a tax attorney after working many years as a CPA. He wanted to be able to give his clients a lot of options to choose from.
Steve formed a team of tax attorneys, CPAs, enrolled agents, and other professional staff and called it Moskowitz LLP. They help business and individual clients across the country and overseas to resolve a wide variety of tax matters. For our #TechandTacticsTuesday, Steve talks about the tax changes that will happen soon and the ways we can use the tax law to our own advantage. Tune in to know more!
In this special #MindsetMonday episode, our very own Whitney Sewell shares some nuggets of inspiration for all of us! He talks about the one tangible thing we can do to change the direction of our life – HUSTLE! It’s what differentiates entrepreneurs who succeed from those who don’t. Hustle is taking control of every hour and every minute of your day to make big things happen.
If you want to live the life of a successful entrepreneur, then you’ve got to take control of your hustle! But what exactly does it mean? How do you do it? Tune in as Whitney shares his own experiences and realizations about this topic that has resonated with him in a big way!
Raising capital is a necessary skill for anyone who wants to succeed in the real estate industry. There are many tips and tricks to be successful in this endeavor but there’s no better way to get them but straight from those who have millions of dollars in capital. In this Highlights episode, we look back at our conversations with Salvatore M. Buscemi of Dandrew Partners LLC and John Bogdosarian of Promanas.
Salvatore shares some creative capital raising tips that will help you get investors on board. Salvatore also talks about how he was able to raise $5 million by networking with accountants handling 401 K’s. Meanwhile, John reveals how he has managed to grow his active investor base from 7 to 300. John also discusses different sources for raising capital for syndication projects. Listen now and be ready to raise your capital!
Pursuing real estate syndication is not a walk in the park. To reap the fruits of this business model, one needs to persevere, work hard, and dedicate time, effort, and more. Now, many are hoping to achieve their goal of financial freedom through this business model and it is not surprising why. Syndication, if done right and well, can really give great opportunities.
In this episode, we speak to Aileen Prak, co-founder of Bonavest Capital. Aileen details how she champions parenthood and financial freedom through real estate syndication. Aileen shares when she realizes that she no longer wants to trade time for money. She says becoming a parent opened her eyes to how important time is. To succeed in this business, she emphasizes the need to educate yourself and take action. Click the play button now and hear Aileen’s amazing journey in real estate!
Steven Pesavanto thinks that everyday people can have the ability to quickly decide where to invest their money. He believes that syndicated real estate is the best way to invest and it is a key part of a diversified portfolio. It holds the idea of doubling your money with a fairly low standard deviation of risk. Whereas with the stock market, people have no idea about what they’re investing in and rely greatly on some third party to make important decisions for them.
In this episode, Steven discusses several advantages of choosing real estate syndication over other forms of passive income investments. He explains that when an investor partners with a syndicator, the investor is spared of all the work that the syndicator goes through such as sourcing a deal, acquisition, overwriting, and more. He also shares some things to do and questions to ask to find the best partner who shares the same values. Tune in!
Rafi Mizrahi has been an out-of-state real estate syndicator for many years. He started as a mentor, teaching people in Israel how to purchase properties in the US. Now, he’s doing a phenomenal job in the real estate industry.
How he does it while staying in Israel is the same as how Americans staying in the US would do it. According to him, it’s practically the same thing. The only difference would be time. But with technology and the right people on the team, nothing is impossible!
It is not a secret that investing in real estate will require a large amount of money. That is why every real estate entrepreneur looks for ways to save money no matter how big or small it may be, after all a saving is still a saving. One way to save money is from investment taxes and that is our topic today. How can you save huge money from real estate investment taxes?
Our guest, John Viery of US Tax Groups, Inc. talks about saving through investment taxes. Joseph elaborates on cost segregation, an accounting tactic that is a practice of segmenting different components of a property’s depreciation. Joseph details how cost segregation can save you money when it comes to certain residential real estate investments. Joseph also talks about what he calls a two-year hold and detailed engineering approach. He also says that the location of the accountant’s office is not important so long as you find somebody good and is charging you fairly. Listen now and find out how you can save money through real estate investment taxes, may it be through depreciation or tax credit!
For our #TechandTacticsTuesday, we have as our guest, Johnny Wolff, CEO and founder of HomeRoom Coliving – one of the fastest-growing coliving companies in the United States. In this episode, you’ll learn about his own coliving code and how you can partner with him as an investor or a property owner.
Coliving is a thriving venture capital mostly in the multi-family space. There is currently a high demand for occupancy. Even through the pandemic, they were able to continue leasing. One of the few challenges they faced was having a couple of Covid cases among their roommates. However, they were able to successfully handle and overcome those challenges. Moving forward, they developed a tech that enabled them to do remote leasing. Find out more on this episode!
We all have some bad habits that we find difficult to break. But there is actually a scientific way to do it. Our guest, Jeff Wickersham, shares some strategies on how to break through those bad habits and start developing good ones that are crucial to success. According to him, habits are the foundation of what we do. That’s why it’s so important to give it a lot of effort and consistency.
Another key to success is having the right morning routine. Jeff explains that everything starts with how you prepare yourself for a good night’s sleep. It is a very important piece to the puzzle because sleep is when you recover and recharge your body and mind. Tune in to know more about the whole process that will enable you to grow your business and be the best entrepreneur you can be!
Getting into real estate entails the need for enough finances so that a deal can push through. For some investors, this means a need to look for financing or borrow money. In this Highlights episode, we look back at our conversations with real estate mentor and author Peter Conti and Merrill Chandler of Fundable.com.
Peter unpacks his ideas on talking to owners, getting them on board with financing, and the way he managed to quickly build his portfolio and business. Peter also talks about deal breakers, direct connections, and the guts to take the next step. Meanwhile, Merrill shares some actionable advice on how to go from a consumer-borrower to a professional one. Merrill highlights how debt like mortgages, auto loans, and credit card debt directly influence your ability to get business credit. Listen now and secure better financing for your business!
In real estate, building your networks and finding the right partnerships help an entrepreneur to prosper. It is an important part of the business which has been proven time and time again. In this episode, we speak to real estate investor Andres Bernal as he shares how he has more partnerships than properties.
Andres is a professional tennis player who found an opportunity to build wealth through real estate. Andres started investing when he bought his personal residence and has grown his portfolio with other people’s money (OPM) in single families, duplex, and triplexes, as well as land. Andres shares that building relationships have helped his business in a big way. He also emphasizes the need to know your investors well and create value for them. Andres also elaborates how he uses social media to his advantage. Click the play button now and find out how you can maximize relationships and partnerships to grow your business!
Building the right team with members who have the right skill sets is crucial in making your real estate business a success. If you have a strong team, it can propel your business to greater heights. In this episode, we find out the inspiring story of a football player turned fireman and an Air Force personnel who found each other in their real estate journey and form a partnership and build a team that enables them to scale.
Today, our guests are Garrett McIntyre and Sean Cullen of Rize Equity Group. They share their journey in real estate -- Garrett as a former professional football player turned fireman and Sean as an Air Force personnel. They share that they met in a mastermind class and later form a partnership to help each other achieve their financial goals. The two also talk about the team that they have which helps them scale their business. They emphasize the importance of having the right team and communication. Listen now and learn the value of a team in your business!
Are you looking for an investment that offers stable cash flow with low risk? The triple net lease might just be the right fit for you. But, what is a triple net lease? And how do you start investing in one? What are its pros and cons? In today’s episode, we dig deep about this real estate investment opportunity and find out how this can be a good way to diversify your portfolio and better earn passively.
Today, we pick the brain of Dan Lewkowicz of Encore Real Estate Services. Dan is a seasoned real estate veteran with over a decade of experience in many facets of the real estate industry. Dan talks about his experience as a real estate broker and he discusses what a triple net lease is. He elaborates the five variables that determine the worth of property -- lease term, rental escalations, tenant, demographics, and sale. Dan also shares what are the red flags if you are considering investing in a triple net lease -- co-tenancy closure and rent abatement. But, he also gives reasons why this is a preferred asset class especially if you are a passive investor, he says the triple net lease is passive as it gets, it’s as stable as it gets, and it’s as guaranteed as it gets. Tune in now and learn how you can start exploring a triple net lease!
We’re glad to have our guest back on our show, Fernando Angelucci. He is the COO of Impact Self-Storage. In this episode, Fernando gives us an update on how the pandemic has affected the self-storage asset class and what opportunities have opened up for them.
According to him, resilience has been proven time and time again for self-storage as the occupancy rate either stayed the same or slightly increased. The pandemic has caused a lot of movement with people transitioning from the city to the suburbs, kids going to school virtually, and parents having to work from home. He details how they source deals, conduct market research, and underwrite their storage facilities to keep up with the times.
For our #TechandTacticsTuesday, our guest, Christopher Nelson, shares his experiences of being a technology executive to becoming a real estate and ATMs investor. He has been in technology for the last twenty years. His vision was to create a large portion of equity and then diversify into real estate. Being overly exposed to stocks, he found it very difficult to get into passive income.
He realized that there was a great educational void that prevented people from getting into real estate. There’s still a lot of people out there who are not aware of the opportunities that this business offers. Others wanted to get in but didn’t know what to do or how to start. There is also that misconception that real estate is too risky and complicated. As a result, people miss out and end up having 68-90% of their personal wealth in a single stock. You could be one of them! Join us in this episode to learn more about how to expand your investment portfolio through passive income and ATMs!
Our guest for today, AJ Osborne, was a salesman who decided to invest in cash-flowing assets. However, he became paralyzed from head to toe and was fired from his job. But because of his investments in these cash-flowing assets, he and his family were well taken care of during that unexpected, ultimate low, personal crisis.
AJ shares some very important and powerful lessons that he learned through this experience and how it changed his mindset about himself and about running a business. Listen to his amazing story! It can change your life too!
In every real estate deal, it is important to practice due diligence. By doing so, you are practicing prudence and at the same time ensuring that your investors can trust you with their hard-earned money. So, what are the things you should know about due diligence in real estate syndication? In this Highlights episode, we look back at our conversations with Dax Ferguson of Heritage Construction & Consulting Services and Matt Faircloth of DeRosa Group.
Dax talks about his professional process of due diligence inspection, the convenience the service provides, and what you should be considering when doing it yourself or hiring in a team. Matt, meanwhile, speaks about the crucial role of doing due diligence, what its purpose is, and when revaluation or re-trading might be appropriate. Click the play button now and learn more about due diligence!
Our guest for today, Tyler Goble, served in the USMC infantry and is currently still active duty. He and his wife are making a huge impact in the struggle against modern-day slavery. In this episode, Tyler shares how his real estate business became the means to support their mission and passion to help many victims in human trafficking.
Tyler started investing in real estate before he got married. He bought a house and rented out the rooms to his friends. He never really had a huge desire to make a business out of it. But coming from a Christian background, he understood the Biblical principle of generosity. After getting married they learned about Unbound, a human trafficking non-profit organization. Out of their desire to help, Tyler discovered how quickly he can scale in real estate to support this worthy cause. Tune in to know more about their amazing and inspiring journey!
How do brokers put deals together? What are they looking for in a deal? How do they help their clients find the best deals? Today’s guest, Shmuel Siegel, answers those questions and gives us a closer look at how brokers help in the acquisition process.
Shmuel also explains how sellers can arrive at a price through the appraisal process. He gives three approaches that can help them know how to underwrite a deal. He then elaborates on how to understand and know if it’s a good deal or not and how to make an offer and negotiate in a way that will show your clients that they can trust you. Tune in for more viewpoints from a broker working with different sellers and buyers!
When running a business, it is important to set your short-term and long-term plans. Because by doing so, it will guide you as an entrepreneur on what path to take and what actions need to be done to achieve those goals. For real estate investor Chris Grenzig, he set a 10-year vision of having a $500 million asset under management. In this episode, Chris, owner of JAG Communities, details his plans to achieve his 10-year vision through vertical integration of his real estate business.
Chris shares his thought process in building a vertically integrated business to help him grow his revenue. Chris also says being vertically integrated allows you to bring more revenue and have more staff. He also emphasizes the importance of having more staff because it allows you to do more and to have more control in your business. He says having control in your real estate business is undervalued. Click the play button now and find out if vertical integration will also work for your business!
Why are you investing in real estate? Is it for passive or active income, retirement, diversifying portfolio? If you are aiming to build your retirement fund, then one option you can explore is unleashing the power of your self-directed individual retirement accounts (IRAs) and solo 401 (k).
In this episode, Sam Rust speaks to Clay Malcolm of Advanta IRA about how you can combine your multifamily syndication investment returns and the tax advantages you get from your IRAs. Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Listen now and learn how you can grow your retirement fund!
When choosing where to invest your hard-earned money, you must understand the kind of fund or investment you are looking into whether it is in real estate or not. But, if you do consider diversifying your portfolio with a real estate investment, there are options such as investing in a single asset or a multi-asset fund. So, which of two will give you better returns and confidence that your investment will be able to help you achieve your set financial goals?
In this episode, our very own Whitney Sewell and Sam Rust differentiate single asset and multi-asset funds. Whitney and Sam discuss the funds they are offering in Life Bridge Capital and why they are focusing on multi-asset funds right now. Sam says the advantage of investing in a smaller firm like Life Bridge Capital is that they have more flexibility and minimize risks of the investment. Whitney also details how hiring class A talent for the team is crucial. And finally, they talk about the fund being divided into development and value-add deals which they believe are allowing them to explore to the greater upside. Listen now and learn about multi-asset funds!
Every entrepreneur aims for success. And to be successful, you have to have the right mindset to run your business. For example, in running a real estate business for the first time, you can expect some hurdles and struggles along the way. But, it is always possible to overcome those and succeed.
In this episode, we speak to performance coach, author, dynamic public speaker, visionary, and thought leader, Mike Ciorrocco. Mike shares how you can be an unstoppable entrepreneur by having a never-give-up mentality. Mike also emphasizes the importance of having imagination and being obsessed to succeed. Mike shares we cannot be limited by our past experiences and by what other people think of us. Mike’s advice when you hit an obstacle, figure out some ways around it. Click the play button now and kickstart your day with this #MindsetMonday episode!
Have you ever heard of the saying “behind every successful man is a woman”? History has proven that this saying is true. In the last part of our special four-part series, Whitney and Chelsea Sewell talk about the role your spouse plays in your success.
Whitney emphasizes the need for you to have your spouse on board with your big plans in your business. Chelsea, meanwhile, talks about the importance of being a supportive spouse and not a nagging one. Whitney and Chelsea also discuss the role of their family, friends, and church family in their success. Finally, they share how they found the right partner for their business and how the grace of God helped them to grow every step of the way. Listen now!
What is your ‘why? Figuring out your ‘why’ in doing your business will definitely help you grow your business in many ways. One of the first things to do when you start a business, may it be in real estate or not, is to come up with your vision and mission. Your ‘why’ is your mission.
In part three of our four-part special series, Whitney and Chelsea Sewell talk about their why, the mission behind Life Bridge Capital -- helping families to adopt a child. In this episode, they both talk about the reason why despite the hardships they have encountered early on, they kept their faith in the Lord. Whitney emphasizes the importance of having the same mission as your spouse. Chelsea, meanwhile, elaborates on the birth of Life Bridge Foundation, a foundation that helps families who want to adopt a child. Listen now and learn about Whitney and Chelsea’s mission, and how you can help as well!
If you want to invest in real estate but you don’t dream to become a landlord, then investing in a fund may be the best option for you. Real estate funds are attractive, especially for passive investors. In this episode, we speak to Kevin Brenner of Nimbus Capital and he talks about the pros and cons of investing in a real estate fund.
Kevin shares how his military background influences how he handles his real estate business. Kevin defines to us what is a fund of fund structure and everything we need to know before investing in it. He also talks about Nimbus Capital’s Stratus Fund. Kevin emphasizes the importance of having a great CPA and tax advisor. Listen now and find out how you can diversify by investing in a fund!
The advent of the Internet has given industries a lot of advantages and disadvantages. One of the advantages of course is the growth of social media use which enables a business to reach its target markets. For one real estate investor, one social media platform is very effective to do business-to-business connections and that is LinkedIn.
In this episode, we speak to Moses Hall of MoHall Commercial & Urban Development and he tells us how he uses LinkedIn to grow his business. Moses talks about getting people to engage in your posts. He emphasizes the need to understand your audience and providing value to them. Moses says you can do that by providing market information and branding yourself as an expert. Moses also gives tips on how you can create content and how often you should post. Click the play button now and learn how you can maximize your LinkedIn account today!
Do you plan to invest out-of-state? Whether it is for diversification, growing your real estate portfolio, or simply wanting to own a vacation home, investing out-of-state multiplies the challenges of investing in a real estate property. Today, we pick the brain of Jay Tenenbaum of Scottsdale Real Estate Investments.
Jay shares how he successfully invested in mortgage notes in out-of-state properties and managing an out-of-state rental port. Jay says the key to success in managing out-of-state investments is to build a strong team. Jay also talks about how having an in-house project manager helps him manage his out-of-state investments. Listen now!
Many factors can contribute to the success of your business. Most of them if not all can be controlled by you. In this episode, we talk about how to scale your business by putting the right systems in place and hiring the right people to join your team with real estate entrepreneur Shelby Osborne of Five Pillars Realty.
Shelby is a 6-year Army veteran who got out in 2018 to pursue real estate full-time as both an investor and an agent. She talks about her journey of transitioning from working in the military to doing real estate full-time. She also shares the systems she uses that enable her to scale her business fast. Shelby also talks about the importance of hiring the right people to join your team. She emphasizes being authentic and always ready to listen. Click the play button now for our #TechandTacticsTuesday!
Coming from a dysfunctional family and poor background, Anna Kelley fought through the challenges and used her experiences as stepping stones to success. She learned the value of contentment through the things she and her family had to go through. Her job as a financial advisor for Bank of America opened her eyes to the vast opportunity that real estate offers.
As she moved forward and became successful, Anna found a greater mission in life that inspired her to do deals that are really going to make an impact on this world. It was not just about feeding her family any more, it was about creating programs that will benefit the community. It was a mission that’s greater than financial success. And it is in sharing that mission and getting people involved where she received the best return of investment.
People have different reasons to aim for success in life, career, or business. We have different motivations to be better and for some, that motivation is their family. In part two of this four-part series, Whitney Sewell and his wife, Chelsea, talk about the role of their whole family in the success of their real estate business.
Whitney and Chelsea emphasize the importance of overcommitting and having everyone in the family onboard your goal to succeed. Chelsea says she considers the time they all need to focus and work to achieve their goals as a fruitful working time. Whitney also details how he had to go above and beyond to make everything happen, including mounting a daily podcast show. Chelsea also shares the importance of thinking long-term, being transparent to your children, and how God makes all things possible. Click the play button now and learn the wisdom of having your family take part in your real estate success.
In every success story are stories of failures, hardships, and struggles. The road to achieving financial freedom and stability is not always easy. It requires hard work, perseverance, dedication, and ultimately, passion. As the show reached a milestone – the 1,000th episode, we prepared a very special four-part series where Whitney Sewell and his wife, Chelsea, talk about their real estate journey.
In part one of this series, Whitney and Chelsea look back on their journey. Whitney details how he had to change careers several times – from serving as a police officer to working as a federal agent and at the same time running a horse-riding business, to becoming a full-time real estate entrepreneur. Chelsea also talks about the sacrifices they both have to make to achieve their dream for their family. The two also elaborate why they have decided to sell their first investment – two triplex units in Kentucky. They also reminisce about a time when they reflected about their lives at a beach one fall, and the time they decided to undergo mentorship, at the same time, process their first adoption. Tune in now and learn about the beginnings of what is now known as The Real Estate Syndication Show and Life Bridge Capital.
Finding investors is one of the key factors in running successful multifamily syndication. One way you can increase your chances of finding them is by opening your doors to foreign investors. And sometimes, you do not need to look far as there are a lot of interested investors in our neighboring country, Canada.
In this episode, we pick the brains of August Biniaz and Ava Benesocky, founders of CPI Capital. August and Ava have been Canadian real estate professionals who fell in love with the apartment syndication concept and developed a compliant and tax-efficient process for Canadians to invest in US multifamily syndications. Tune in now and learn how you can welcome Canadian investors into your business with ease!
Whether you are an active or passive investor, investing in industrial real estate is a good option for you to diversify your portfolio. In this episode, we speak to Chad Griffiths who is focused on investing in that particular asset class. Chad has over 15 years of experience in industrial real estate and has completed over 500 transactions with clients ranging from local companies to large institutional owners.
Chad defines to us what industrial real estate is and named its three types – distribution centers, manufacturing, and flex properties. Chad says it is important for an investor to fully understand the asset class to be able to maximize its potential. Chad says industrial real estate is perfect for investors who are looking for a stable asset class that has produced very steady returns, consistent rent growth for many quarters, and without the volatility. Tune in now and find out if this asset class fits you!
Many people started investing in real estate while still doing their W2 job. One real estate investor said he started in the industry while he was still on active duty in the military. In this episode, we speak to Noel Walton, co-founder and general partner in ‘The Joint Chiefs of Real Estate’ (JCORE) Partners. The Joint Chiefs of Real Estate Partners is a team of multi-family investors with each member representing a different branch of the military.
Noel shares how he and his wife started investing in the single-family unit then to multifamily. Noel also shares how he partnered up with his military colleagues to invest in real estate. Noel emphasizes the importance of networking and building trust with your investors. He also details how he uses LinkedIn to grow his business. Click the play button now and be inspired to kick start your real estate career today!
Note investing can be a good additional stream of income that an investor can consider, especially if he wants to diversify his portfolio. In today’s episode, Sam Rust speaks to Martin Saenz of Bequest Funds and they talk about note investing and how you can start investing in one.
Martin details the difference between non-performing and performing or re-performing mortgage loans. He also explains how investors can use note investing to create an additional stream of income and not have to worry about the ups and downs, as well as the volatility of the investment. He also talks about the evergreen fund, how diversified portfolio of re-performing residential mortgage notes returns can be up to 8% annually, and how note investing has changed during a downturn. Click the play button now and learn the ropes of note investing!
In running a successful business, all components of the business must be covered. In this episode, we speak to Ray Adler, CEO of BTI Growth Advisors. BTI Growth Advisors is a business advisory and coaching firm that works with small to midsize entrepreneurial companies helping them to improve leadership and company performance.
Ray comes from a long line of entrepreneurial business owners; he is a seasoned real estate investor and former top-producing commercial real estate broker in the San Diego marketplace. Ray talks about the Entrepreneur Operating System (EOS) and how it helps reduce the complexities in running a business. Ray also elaborates on the six key components to strengthen in every business, namely: vision, people, data, IDS (Identify, Discuss, and Solve issues), process, and traction. Listen now and learn how you can improve your real estate business!
There is a saying that goes “don’t put all your eggs in one basket,” and there’s a wisdom behind that. In real estate investing, you will hear the advantages of having laser-focus investments in one asset class. But many investors will agree that it is always wise not to put all your eggs in one basket and diversifying your investment is the way to go.
In this Highlights episode, we look back at our conversations with Joe Palmer of Consilium Capital Group and Alpesh Pamar of Wealth Matters. Joe says having a diverse investment portfolio allows you to be well-balanced, protects you from downturns, and minimizes stress. Alpesh shares numerous ways he has diversified his portfolio. Listen now and learn why you need to diversify your portfolio now!
Having a great relationship with a broker has proved to be beneficial to investors and operators alike. Brokers bring deals and if you have a great relationship with one, then an off-market deal may come your way.
In this Highlights episode, we look back at our conversations with Zach Haptonstall of Rise48 Equity and Chris Salerno of QC Capital, who both were able to close off-market deals with the help of their trusted brokers. Zach tells us brokers control the market and he says if you can leverage your relationships with them, you can get some of the better deals. This is echoed by Chris, who is a former broker himself. Chris says building a great relationship with a broker will help you secure the best deal there is. Click the play button and find tips on how you can secure a great off-market deal!
Affordable housing is always a good option to invest in as it is always in demand. Among them are mobile home parks which saw a steady demand over the years. In this episode, we speak to Jeff Cook of Cook Properties NY and he shares how they increase their NOI in mobile home parks.
Jeff purchased his first mobile home park in 2009 and his investment in this asset class has grown since then. Jeff emphasizes the need to have a good relationship with your brokers. He also says they are increasing their income in mobile home parks through infill or the rededication of land to new construction. Jeff also talks about the challenges they are facing now – fulfilling demand and the supply chain. To address these, they are ordering homes six months in advance! Jeff shares he prepares for a downturn by operating efficiently. Click the play button now and learn about mobile home parks!
Vertical integration happens when a real estate business extends its operation within its value chain. This means a service that used to be outsourced is now in-house. Among the services can be construction, design, development management, leasing, asset and property management, etc.
Today, we speak to Abraham Ng’hwani of Abranova. Abraham shares how he vertically integrated his business with his construction background. Abraham says by being vertically integrated, that made him and his company better prepared for a downturn than a typical developer. Abraham explains that having the capacity to be nimble and create a different revenue stream for the company is an advantage for his company.
Data and inventory can be useful tools to help you grow your real estate business. For one real estate entrepreneur, he used it to be able to earn $100 million in transactions. In this episode, we pick the brain of Tejas Gosai, one of the decision-makers of the Lehigh Valley Private Equity Fund.
Tejas has over twenty years of real estate experience including real estate development, property management, and commercial finance. Combining his experiences, Tejas created one of the fastest-growing commercial real estate firms specifically focused on the Allentown, Bethlehem, and Easton markets. Aside from data and inventory, Tejas talks about building generational wealth, the metrics of their fund, and how he prepares for a downturn. Listen now and find out how you can maximize data and inventory to your advantage!
How do you earn mailbox money from real estate investing? What are the ways you can maximize your opportunity to invest and earn passively? Today, we answer these questions with real estate investor Dusten Hendrickson.
Dusten talks about mailbox money and how he picks the market he is investing in. He also shares the rules of thumb when investing in different markets, as well as how to find a good operator. Dusten says having a good location and a good operator comes hand in hand in making sure that your investment will grow. He adds it is important to match your business plan to the debt product that you are using. And finally, he also talks about wellness design and how it can help leverage your property. Click the play button now and find out how to effectively earn through passive investing!
A well-managed fund will ensure the security of investment. Real estate fund managers should be able to structure and manage the fund. With this, investors can be assured that their investment will grow and not go to waste. In today’s episode, we speak again to Michael Episcope of Origin Investments and he shares his knowledge on how to structure and manage funds.
Michael says the number one rule in investing is don’t lose money. Michael says it is crucial to prove that you have the capital to run your real estate business. Michael also details how they structure their funds – income plus fund and QOZ. He emphasizes the need to create a better fund structure and meet the market demand. Finally, he shares why investors should be educated about Buy Fix and Hold Strategy. Tune in now and learn the ropes of fund structure and management.
What are the things you need to know when you have a foreign investor who wants to invest in your real estate business? How do you process their investments? Who are the people who can help you assist your foreign investor? What are the things your foreign investors need to know before investing in the US? These are just some of the many questions when dealing with foreign investors.
In today’s episode of Highlights, we look back at our conversations with Terry Yoker of Buckeye Realty and Mauricio Rauld of Premier Law Group. They talk about how you can open your doors to foreign investors. They also answer important questions when dealing with offshore investors. Terry discusses how you can break barriers and help your foreign investors. Mauricio, meanwhile, tells us crucial things to know when you have an offshore investor. Listen now!
Real estate is a big industry, that’s why it counts if you stand out from the rest. This is the advantage of having a value-add property, you get to offer more to your prospected tenants and at the same time have a chance of better earnings. In this episode, we look back at our conversations with Spencer Cullor of ApartmentVestor and Rich Trepanier of Gage Multifamily Services.
Spencer and Rich both talk about how you can add value to your properties and in return earn more. Spencer talks about the steps he undertook to improve tenant quality in his multifamily properties. Meanwhile, Rich shares a detailed guide on what it takes to do a value-add renovation. Click the play button and find out how you can stand out in this industry with value-add properties!
Investing in real estate offers a lot of opportunities. It can help you achieve financial freedom and stability. A lot of people invest in the industry passively. This simply means that they are putting their money in the investment long-term to give it time to grow. In this episode, we talk about how you can become a good passive investor.
Our guest is Sam Silverman, a passive investor, tech sales leader, who is transitioning to becoming an active investor. Sam has years of experience investing passively. He shares what questions to be asked when you are investing your money for the first time and how you can effectively vet a sponsor. He also emphasizes the need to know the operator’s character, hiring and finding the right people, staying in your lane, and focusing on important things. Listen now and learn how you can be a good passive investor!
When you are running a real estate business, there are a lot of things to take into consideration. Among them is managing the business well. For some operators, this means hiring third parties or management companies to help them with asset or property management. But, for this real estate investor, he is doing all the management on his own. He is David Grabiner of Lubono Capital.
Today, we speak to David and he tells us that self-managing commercial real estate is possible. One reason why he chose to self-manage is minimizing expenses. He also talks about building your own team to help you manage your properties and how he is syndicating commercial real estate. David’s way of giving back – he created a program called From Homeless to Homeowner. Tune in!
Connecting to people is one way to grow your business in multifamily syndication. And one way to do that is through an effective marketing campaign. Nowadays, there is a lot of technology we can tap to automate the way we market our business.
Today, we pick the brain of Megan Lamke, a real estate entrepreneur, impact investor, podcast host, and author. Megan shares how marketing automation for capital raising. She shares specific software they use to help them grow their business. Megan emphasizes the importance of figuring out which is your big differentiator and telling that story to your prospective investors. Megan also talks about how they train and maximize the potential of their Virtual Assistants. Finally, Megan elaborates how they do impact investing by helping non-profit organizations that are helping children in Southeast Asia from human trafficking. This is a fruitful conversation so tune in now!
Being a real estate operator requires hard work. A skill set is required to enable one to run a business. But, don’t you worry because we’ve got you covered. In this episode, our guest Kyle Mitchell of APT Capital Group shares how you can become the best class operator in the industry.
Kyle emphasizes the need to have a plan especially if you are managing multifamily. He says there should be systems in place, leadership, and project management. He also highlights the importance of asset management, investor relations, and deal acquisition. Also, Kyle shares the number one thing that helps him achieve success – consistency. Click the play button now and have the wisdom to be the best class operator!
It is no secret that environmental concerns have been more pressing in time. That is why sustainability is the way to go for any business if they want to last long in the industry. Real estate operators and investors can also think of ways on how they can incorporate sustainability in their properties. One of the many ways, of course, is through the water.
Today, we speak to Mike Kerper of SOURCE Global, a BlackRock-backed start-up that makes perfect drinking water from sunlight and air. Mike elaborates on the idea of having a water farm – how this works and how it can generate net operating income (NOI). He also talks about his passion for finding outside-the-box ways that real estate firms can drive valuation and attract stronger investment through sustainability. Tune in now and learn how you can add value to your property by being sustainable!
Self-storage may not be the most famous real estate asset class that investors pick right away when they first try investing in the industry. But, those who have invested in this asset class, describe it as the best-kept secret in real estate. Many have attested that self-storage proved to be recession-proof and event-resilient.
In today’s Highlights episode, we look back at our conversations with three real estate entrepreneurs who found success in self-storage. They are Fernando Angelucci of the Titan Wealth Group, Scott Krone of Coda Design + Build, and Scott Meyers of Self-Storage Profits, Inc. Listen now and hear their success stories!
Protecting your assets is crucial in any stage of the business you are at. It goes hand and hand as you grow and maintain the wealth that you have built. Also, asset protection is a key piece in your journey to financial freedom. In this Highlights episode, we look back at our conversations with Jonathan Feniak of WyomingLLCAttorney.com and David Disraeli of FlexTrust LLC.
Jonathan talks about asset protection and privacy and how they can help passive investors. He also lays out to us a typical structure if we are to invest in real estate syndication. Meanwhile, David talks about the importance of forming an LLC and protecting your identity from people. He also shares the two approaches operators can take to structure an LLC for optimal privacy. Listen now and learn how you can ultimately protect yourself, your business, and your assets!
When doing the real estate business, you are going to be dealing with big data, day in and day out. That is why it is an advantage to have technology that will help you advance your business. Today, we speak to Sean O’Toole of PropertyRadar and he tells us the power of data in real estate investing.
Sean tells us about all the data that we have access to but we don’t know about. He also shares his journey in real estate, flipping over 150 residential and commercial properties and then exited the market in 2006, right before the credit bubble burst. Sean used his real estate experience and his tech-savvy to start Foreclosure Radar in 2007, then pivoted from foreclosures to the general real estate market with the launch of PropertyRadar in 2013. Listen now!
During the onset of the Covid-19 pandemic, lockdowns worldwide have caused most commercial spaces to close down. As countries around the world started their vaccination program, there is a high hope that the economy will bounce back and commercial spaces will reopen again.
In this episode, we find out from real estate investor, author, neurosurgeon, Masaki Oishi, why it is still a good idea to invest in commercial real estate. Masaki is also the co-founder and chairman of MarketSpace Capital, where he is responsible for directing major capital transactions and manages the investment committee. Masaki says for you to be successful in commercial real estate investing, you must choose your properties and sub-markets well, and it helps to have a plan. He also gives guiding principles when looking for properties. Listen now and find out why commercial real estate is a good option for you to invest in now!
Sale-leaseback is an agreement between a buyer and a seller of a real estate property where the owner of the property sells the property and the buyer leases the property back to its original owner. What are the pros and cons of this kind of transaction? Our guest, Jaimee Keene of Benchmark Commercial Real Estate tells us.
In this episode, learn the ins and outs of a sale-leaseback transaction. Jaimee also talks about how it benefits the buyer and seller at the same time. One factor to consider -- tenants are already in your property which means stable cash flow for you. Jaimee also shares her journey in real estate -- starting as a real estate appraiser to a real estate broker. She also emphasizes the need to focus on the network that you already have and nurture the relationship with them. Tune in!
Did you know that how you present yourself matters when you are looking for investors or you want to scale your business? Having a strong personal brand will help you and your business in the long run. Today, Samson Jagoras, President and founder of Growth Vue Properties, shares why having an identity in the real estate industry gives you an advantage.
Samson talks about different aspects in running a successful real estate business – from hiring the right people, the three important departments your business needs (sales and marketing operations, HR, and finance), and how to delegate tasks. Samson also shares how he’s giving back by honoring the Lord and giving back in a way where he helps so many others. Listen now and scale your business the right way!
When you are planning to purchase or invest in a multifamily unit, it is best to get the right financing for it. One option that is available for you to tap is through the government-sponsored enterprises, Fannie Mae and Freddie Mac. In this episode, we speak to Drew Senulis of Patel Gaines and he tells us everything we need to know when dealing with Fannie Mae and Freddie Mac.
Drew says it is important to set realistic terms and realistic timeframes. Drew emphasizes how talking with other operators and also the lenders will be valuable to you as an investor. He also talks about the pros and cons of agency debt, the legal considerations, and even the reason why people fail in getting an agency debt. Listen now!
There is an old saying that goes, “a journey of a thousand miles begins with one step.” It is definitely true for all successful real estate entrepreneurs. For you to be able to get somewhere, you need to take that first step. In this episode of Highlights, we look back at some of the success stories we’ve heard on the show. Here, we will hear the journeys of real estate entrepreneurs Stefan Aarnio, Kris Kaufman, and our very own Sam Rust.
Stefan talks about his journey from having $1,200 as his initial capital to building a multimillion-dollar portfolio for himself and his partners. Kris, meanwhile, shares his real estate journey which started in the back of a box truck working for a college. He then talks about the importance of spending your time wisely on education and knowing when you need to go into a partnership and maintain it. And, Sam walks us through his syndication journey and enlightens us about stewardship. Sharing the things he wished he would have done sooner, he talks about what inspired him to invest and be a good steward of the things he’s been given. Tune in now and find out why you have to get started in real estate now!
Mobile home parks go back to the early years of cars and motorized highway travel until they evolved through time and became one of the housing options in the country. For real estate investors, this asset class can be a good option just like single-family and multifamily homes. In this Highlights episode, we look back at our conversations with John Jacobus and Jefferson Lilly, who both found success in mobile home parks investing.
John debunks the negative stigma on mobile home parks as he shares his first deal and why it is worth investing in. With an investment philosophy rooted in the principles of value investing, he shares the major value levers and framework of his initial business plan for mobile home parks and the challenges that come along with the syndication business. Meantime, Jefferson goes in-depth on mobile home park syndication and shares some tips on what to look for when it comes to selecting mobile home parks. Click the play button now and find out if mobile home park investing is the one for you!
Trust is important in doing business such as real estate as you will have to deal with a lot of people – brokers, operators, sponsors, etc. It is important to find people in businesses that are trustworthy, especially when you are investing money in the deals. In this episode, we pick the brain of Lance Pederson of Verivest, an end-to-end real estate investment platform designed to bring transparency to middle-market investing.
Lance shares first how he started in the real estate industry and how he began Verivest. Lance emphasizes the importance of learning the business fast, finding the right people, and making it happen. Lance puts in the spotlight why having an entrepreneurial mindset will be to your advantage. He also helps us understand the friction between LPs and GPs and how to minimize that. Lance also discusses institutional money – its pros and cons. Lance’s prediction in the real estate market over the next six to twelve months is – we are becoming a nation of renters. Tune in and learn the shortcut to trust for passive investors!
To date, The Real Estate Syndication Show has produced over 1,000 podcasts. Every day, our team works together to produce the best daily podcast that we hope will add value to you as a real estate investor.
In this episode, Whitney Sewell answers some of the questions from some real estate entrepreneurs who are thinking of starting their own podcast. Whitney shares the wisdom and knowledge he learned from doing podcasts 365 days a year for over 3 years now. Click the play button and learn how you can do an effective podcast!
Raising capital is a crucial step in syndication and it is not easy as it sounds. For a Canada-based real estate investor, he had to go through several rejections before he finally discovers the right formula to raise capital without rejection. Today, we pick the brain of Dave Dubeau and he tells us how he effectively raises capital.
Dave has raised millions for his own deals and has helped his clients cumulatively raise hundreds of millions for their own deals. Dave details what intelligent marketing is about and how you can do it as well. Dave emphasizes the importance of having a genuine connection with people, especially those who reply to you. Dave’s philosophy in marketing real estate is this – encourage people to reach out to you instead of you chasing after them. Click the play button now and learn the best way to effectively raise capital!
If you are looking for a way to invest in multifamily but don’t have a big capital to do so, investing in smaller multifamily units may be a good option. In this episode, we speak to real estate investor Alex Babayev and he talks about his business model of investing in smaller multifamily units, flipping them, and understanding the real estate business. What is the daily habits that help Alex to achieve real estate success? Simple, live and breathe real estate! Tune in now and learn about a business model that can help you maximize your returns!
Alex talks about his goal to achieve financial freedom through real estate investing by the age of 30 and being able to do it by 29. Alex also explains why he does not believe in focusing on just one niche. He says it is important to be open to other asset classes and take time to analyze deals to understand which ones will work for you.
Securing your property with insurance is an important part of due diligence. Although the common practice is that acquiring insurance is left to the final stages, it is still in the investors’ best interests to secure one early on. In this episode of Highlights, we look back at our conversations with insurance broker J Darrin Gross and Multifamily Risk Advisor Bryan Shimeall.
As a commercial real estate insurance broker, Darrin knows his stuff. Darrin talks about why it’s important to have a trustworthy insurance broker long before a deal is done. By having someone like this on your team, you could easily run properties by them before making any commitments. Meanwhile, Bryan shares what you need to know about insurance in this particular niche, giving us a peek at what they do, how they support their clients, and what their partnership looks like. Looking deeper into the industry, Bryan tackles the problem experienced by habitational insurance, how it is affecting underwriting deals, and more. Listen now and learn some important wisdom about real estate insurance!
The Food and Agriculture Organization of the United Nations says the Covid-19 pandemic is impacting global food systems, disrupting regional agricultural value chains, and posing risks to household food security. That is why investing in agriculture is important not only as a business but as a way to help secure there is enough food for everyone.
In this Highlights episode, we look back at our conversations with real estate investors who focused on agriculture and farmland, they are Chris Rawley, Peter Badge, Evie Brooks. Chris details the numerous benefits of investing in agriculture, including the fact that it is a great diversification tool. Peter shares his experience in international farmland investing, and why he moved into this asset class. Peter also talks candidly about the risk metrics involved. And, Evie walks us through two of the investment opportunities she has available: a farm-in-a-box venture and greenhouses. Click the play button now and find out if agriculture is a fit for you!
When you invest in multifamily, you may do it on your own. But, for most people, it is a lot easier to partner up or even find a team to make your goal achievable. Today, we speak to real estate investor Cameron Roy and he tells us, multifamily for him is a team sport.
Cameron shares his journey in real estate, from quitting his job and taking a leap of faith in real estate by doing it full-time in February last year. In November, he was able to close his first deal – a 120 unit, $9.2 million acquisition. Cameron also talks about how important it is to get your spouse or partner on board with your real estate goals. He adds, finding the right mentor is a key step to learn the ropes in the industry. Tune in!
Technology is simply defined as the application of scientific knowledge for practical purposes. It is helping many industries to cope with the demand of time and that includes real estate. Now, properties such as multifamily or apartment buildings need to use technology for security, leisure, and more. Some examples are the use of WiFi, applications to pay rent, or applications for cleaning services, gym schedules, and more. In today’s episode, we pick the brain of Michael Parks of Spire Real Estate Investing Group and he tells us how technology is impacting real estate, specifically multifamily.
Using strong analytical skills, technology, and a conservative approach, Michael evaluates risk to identify wise investments that maximize returns while preserving capital. Michael also shares his journey that he had seeking passive income – from franchising a business to taking a whole other path in real estate. Michael emphasizes the need to have a partner with the boots on the ground, who knows the ins and outs of the area. Tune in now!
Modular real estate created some buzz over the past years for being an alternative in property construction. A Forbes article even described modular as larger-than-life Legos. The same website even called it the future of the real estate. But what is modular? And is it really the future of real estate?
Today, we dig deep about modular real estate with Aundre Oldacre, co-founder and managing partner in AoRa Development. Aundre is also the Vice-Chair of the Offsite Construction Council for the National Institute of Building Sciences. Aundre tells us that the quality is better with modular compared to stick-built. He, however, says that this technology is still in its infancy stage, taking just 4% of the marketplace. Aundre also details how modular can take away the heavy and tedious work from construction workers. Click the play button now and find out why modular real estate is a good option for you!
Real estate provides opportunities even to those who are living overseas. This was proven by Michael Barnhart and Suzy Sevier, founders of Adventurous Real Estate Investors, who are both based in the United Kingdom. Today, we speak to Michael and Suzy and they detail how they were able to successfully seal their first deal while living abroad.
Michael and Suzy share that they found the opportunity in real estate when the Covid-19 pandemic hit last year. Since then, they have done everything online. Michael and Suzy also talk about the challenges of investing in real estate while living abroad and how they overcame those. They say it is through time blocking, due diligence, and discipline. The two also say having the right mentor helps them a lot. Listen now and learn how investing in real estate while overseas is possible!
Insurance is an important part of securing your real estate property. There are different kinds of insurance to be considered, that is why working with a specialized provider for your property can help a lot. In this episode, we speak to Stuart Moore, a partner in Turner Wood & Smith Insurance, and he tells us what to look for in an insurance provider specifically for multifamily units.
Stuart specializes in multifamily insurance and can insure properties in all 50 states. Stuart details to us the requirements an operator needs to prepare when securing insurance for a multifamily unit. He also talks about closing issues and the biggest pitfalls that most operators are overlooking. Click the play button now and learn what you should look for in a multifamily insurance provider!
In real estate investing, proper deal structuring is important as it is the organizational process of acquiring, funding, managing, and holding a specific property. It also determines how profits are divided among investors, and how cash flows are allocated. In this Highlights episode, we look back at our conversations with real estate entrepreneurs Danny Randazzo of Randazzo Capital and Jeff Greenberg of Synergetic Investment Group, LLC.
Danny is an author, entrepreneur, and a host of a real estate mastermind, Danny breaks down the four areas that one needs to point out in an agreement. Meanwhile, Jeff shares the core of structuring deals and the important elements associated with them. He emphasizes that the main concern that people should think about when structuring deals is that both sides should be benefiting from it. Listen now and find out how you can effectively structure your real estate deals.
If there’s something we can learn from the past lockdowns due to the Covid-19 pandemic, having a great digital presence will help your business to weather the storm. Last year, people turned to digital or online for most of the things they needed. In this Highlights episode, we look back at some of the conversations we had that talk about how maximizing your digital presence can help you achieve success.
Puja Talati talks about why it is so important to define your brand and understand what your purpose as a business is before even undertaking any marketing strategies. She also shares how to effectively use analytics, social media engagement, and also how to measure and leverage foot traffic. Meanwhile, Joey Kilrain leads projects from the idea and research through to execution. His research informs visual decisions, which power the processes and protocols to prove ROI. And finally, Nick Love talks about building brand awareness and digital presence, the importance of understanding your niche target audience, and having different content strategies for each social media platform. Click the play button now and start leveling up your real estate marketing!
Flood insurance is among the important things to secure for your property. But, do you feel you are paying too much for it? In this episode, we uncover the hidden value in flood zones. We will also tell you ways to reduce or eliminate your flood insurance costs and substantially improve the value of your property.
Our guest today is DJ McClure, the Director of business development for National Flood Experts, a Tampa-based engineering firm. DJ says it is important to be open-minded as there are some unicorns out there in properties within the flood zones for the investor. He also tells us how flood zones can help investors to have a better financial situation. Tune in now and find out how you can take advantage of properties in flood zones!
There are many ways you can diversify your investment portfolio in real estate. And, among them is through notes investing. In this episode, we speak to Susan Elliott of Flow State Investing and she elaborates how note investing can be a good option for you to build financial stability.
Before discussing notes investing, Susan tells us about her unique background. She shares her experience of paddling whitewater rivers all over the world and becoming a real estate investor. Susan details how she found out about note investing and how she is helping investors add notes to their portfolios to build wealth. Susan describes notes investing as the lending side of real estate. She says it is a good way to grow your savings and be able to put it into a hard asset. She tells us how note investing is also about helping a family’s home not to be foreclosed. Click the play button now and find out how you can start investing in notes!
How often do you spend time thinking? Do you purposely set a time for it? Did you know that it is beneficial for you when you have a “thinking time”? A time dedicated for you to think about life, family, goals, business, and more.
In this episode, Whitney Sewell talks about why you should start having a thinking time. Whitney explains thinking time sparks thoughts and pushes our minds into finding ways to fix problems or to operate our business better. It also helps us think about how we can get out of our comfort zone and be better at what we do. Click the play button now and learn how thinking time can help you achieve success in your life, family, and business!
Arts and culture bring experience to any space. In the country, several art installations are so iconic it has been associated well to a place. Among these are the Bean in Chicago and the Urban Light in San Francisco. And yes, there are many more art installations we can add to the list.
Today, we pick the brain of Martha Weidmann, the CEO, and Co-Founder of NINE dot ARTS. Martha has a 15-year of experience in arts consulting and curation for commercial real estate. She is a self-taught businesswoman and also a real estate investor. She helps develop brand narratives and stories that can be told through art in a property. Her job is to bring art and cultural experience to the heart of the building. Click the play button now and learn how you can use art and culture to stand out in real estate.
Before investing in real estate, it is important that you spend time learning and educating yourself about the ins and outs of the business. There are a lot of things to consider even before you close your first deal. Today, we speak to Laura Adams, Senior Real Estate Analyst at Aceable—a mobile-first digital learning platform. Laura Adams is a leading personal finance and small business expert and an award-winning author. Her mission is to make complex finance topics easy to understand.
Laura breaks down to us everything you need to know before investing in real estate. Laura talks about emergency funds, debt, insurance, retirement planning, and more. She emphasizes knowing your market as the key for you to be a successful investor. She also talks about why getting the right people to help you with your first deal is crucial – your accountant and lawyer. Listen now and learn how to get started in real estate investing!
Do you want to venture into real estate syndication but don’t know how and where to start? In this Highlights episode, we look back at our conversations with Steeve Breton of Velocity Capital, Tamar Mar of Marota Group, and Angelo Christian of Christian Financial, Inc.
In this episode, we get some great tips and tricks which will help inexperienced investors start and build their own successful syndication businesses. Steeve shares networking tips and tricks for raising capital in real estate syndication. Tamar shares how she educated herself about syndication. And, Angelo shares the secret to how beginners in syndication can get started and stand out from their competition. Click the play button now to get your syndication journey started!
Although it is possible to manage your real estate business on your own, it surely more beneficial if you have a support system as you embark on the field. Building a team will enable you to grow your business. In this Highlights episode, we look back at our conversations with three respected real estate entrepreneurs namely – Liz Faircloth of the DeRosa Group, Vinney Chopra of Moneil Investment Group LLC, and Neil Bawa of Grocapitus.
Today, we turn our focus on how you can successfully build your team and find the right people that will help you scale your business. Liz talks about the players you need in your syndication team. Vinney emphasizes looking for team members who are like-minded people with integrity and trustworthiness. And, Neil reveals an effective way on how you can hire remote staff and choose the best Virtual Assistant there is. Click the play button now and discover how you can build the best team for your real estate business!
Asset protection and privacy are important in any business. These two should be taken seriously especially because when you do real estate business, you are dealing with investments and your name is out there. Today, we speak to Jonathan Feniak of WyomingLLCAttorney.com and he talks about everything we need to know about asset protection and privacy.
Jonathan details the structure you need to have when you are registering your business or your limited liability company (LLC). He says doing it right the first time is an important step whether you are a general partner or a limited part of a particular LLC. But, if you have not done it right, Jonathan says it is never too late. Jonathan also shares about three crucial points to focus on in any business – products, productivity, and marketing. Click the play button now and find out how you can secure asset protection and privacy for your real estate business!
Change is inevitable and sometimes one fears change because of the uncertainties it brings. But how do you know when it is time to change your career? For real estate investor Josi Heron, choosing herself and her family made her leave the corporate world and take a massive pivot to be a real estate entrepreneur.
In this episode, we get to know Josi as she shares her journey to real estate investing. Josi shares she got to a point in her life when she recognized she needed a change. Josi also details the challenges she faced and how she was able to overcome them. She also talks about finding the right business partner when you want to scale up in the industry. Tune in now and hear Josi’s inspiring story!
The Economic Times defines risk mitigation as a means to reduce losses from the occurrence of any undesirable event. It is an important strategy that entrepreneurs should have as they start their business. In this episode, Dustin Miles of Momentum Multifamily tells us that one way he mitigates risks is by partnering with the right individual.
Today, we will learn about Dustin’s journey from doing a W-2 job to transitioning into a real estate investor. Dustin also talks about the importance of always having cash reserves because there are unforeseen events like recession and Covid-19 pandemic that may affect your business. He also details why the location of the property is as important as the management. Listen now and learn how partnerships can help you mitigate risks.
Investor relations play a big part in growing a business. Having an investor relations department in your real estate business means you will be able to provide your investors with an accurate account of company affairs. With this, new or seasoned investors will be able to make informed decisions on whether to invest in the company.
Today, we speak to Michael Episcope of Origin Investments. Michael shares how creating an investor relations department helped them scale up their business. In fact, they were able to raise a $100 million fund in just over four and a half months because of their good investor relations strategy, aside from effective communication and marketing. Michael also emphasizes being transparent is crucial because it means being open, honest, and authentic to your investor. Listen now and find out why you need to take care of your investors well.
There is always an opportunity to grow when you know how to find it or even create it. In this episode, we speak to Sumeet Makhijani and he talks about his journey from being a professional to investing in real estate. Sumeet details how he saw an opportunity to make money through the industry.
Sumeet juggled medical school and later on his professional practice as a plastic surgeon while investing in real estate. Sumeet shares the journey is not easy but it is possible with proper time management. He says in this industry, it is important to be out there and talk to people. He adds building a good relationship with brokers will help you to scale up your business. Whether you are an inexperienced investor or an established player, this show is loaded with tips to give you a competitive edge. Click the play button now!
Whenever we hear a success story in real estate investing or in life in general, we often missed the part when a person faces setbacks first. We need to remember that failures are part of success. In this premiere episode of Highlights, we look back at our conversations with Stuart Gethner, Meghan Stafford, and Bo Geobel as they share how they turned setbacks into real estate successes.
Stuart shares that lack of confidence can be the biggest obstacle you can face as you are starting. He also urges investors not to be discouraged by rejection and instead work on follow through. As for Meghan, she shares that there is no better time to start making your dreams come true than now. She says it is important to get started with whatever you feel passionate about and know that failures are inevitable. And for Bo, he says hard times reveal one’s character. Listen now and be inspired to keep moving forward
A lot of industries are hit by the effects of the COVID-19 pandemic. But, for RK Kliebenstein, there’s one industry that has proved to be recession and event resilient – self-storage. RK explains it is because the self-storage industry is a demand-driven business. Today, we look closer at this particular asset class and learn how it weathers the storm.
RK says a negative event such as the pandemic created positive actions in self-storage. RK’s advice to investors – be ready to learn from others and understand their point of view. RK is one of the most recognized personal “brands” in the self-storage industry. Tune in now!
If you want to be a successful entrepreneur, then this is the episode for you! Today, we speak to executive coach and best-selling author Todd Palmer and he tells us the secret formula to be a successful entrepreneur – the people. Todd says at the end of the day, the people do make a big difference for your business.
Todd details that the key to finding great people to work with within your business is to be an employer of choice. He also emphasizes the need to take care of your people for them to want to work for you for a long time. He adds that your business core value needs to represent what you live by. Finally, Todd says it is important to know your purpose. Click the play button now and find out how you can be an effective leader of your business!
When you think about New York City, a picture that will surely come to mind is the Statue of Liberty and the skyscraper behind her. Among those behind the Big Apple’s high-rise buildings is Ken Van Liew. Today, we speak to world-renowned real estate expert Ken and he talks about the Modern Wealth Building Formula.
Ken elaborates that the Modern Wealth Formula is about mastering real estate investing through syndication. He says if you want to scale your business up, it is crucial to have a little bit of cash flow, equity available when necessary, share the wealth, and give opportunities across the board. He compares building a skyscraper to building an extraordinary life. He says everybody wants an extraordinary life and if they can do it through real estate, they get the best of both worlds. Ken also talks about finding funds and having a good facility system. Tune in now and find out how you can build your wealth through real estate!
Real estate as a business can be tough and challenging. But, if you have the right partner to do it with, then things can be bearable and doable for you. In this episode, we speak to one of the country’s top investors Dave Seymour. Dave shares the recipe for financial independence. He emphasizes how partnering with the experienced can get you to achieve things 10,000 hours faster.
Aside from that, Dave also talks about the importance of learning how to market. He says a track record in the marketplace helps you find motivated sellers. If Dave’s name rings a bell to you, it is because he hosted “Flipping Boston” on A&E for multiple seasons. He also sealed millions of dollars in real estate and he is one of the leading experts in commercial multifamily transactions. Listen now and find out how you can leverage your business.
Has investing in a cryptocurrency ever crossed your mind? Did you know that there is a legal option for you if you want to invest digitally in real estate? Today we speak to Michael Flight, CEO of Liberty Real Estate Fund. Liberty Real Estate Fund is the first one to offer a Net Lease Security Token Fund.
In this episode, Michael details what is a security token evangelist. He says security tokens are regulated securities and they are regulated in the same way the normal syndication will be regulated, with the extra option that the token itself rides on the blockchain which is the same financial rails that cryptocurrencies ride on. He describes it as bonds wrapped in real estate. To find out more about this tokenization of real estate investment, tune in now!
Getting into syndication or any business needs a leap of faith. Today, we speak to real estate investor Alex Felice and he tells us how he was able to grow his portfolio from owning a single-family to investing in 52-unit multifamily worth $1.4 million. His advice is to step out of your comfort zone.
Alex says going on the next hardest thing in the business helped him to move forward. He also details how he meets new investors by maximizing his use of social media. He says being active in social media gave him so much advantage. He also emphasizes the need to prepare for a downturn and not just wait until it is over. Listen now and learn how you can step out of your comfort zone to build success.
What kind of business do you envision having in real estate? For real estate investor Stuart Grazier, it is a business wherein he can promote serving and giving. In today’s episode, Stuart talks about his faith-based business which focuses on giving back to the Church and community.
Stuart says by having a mindset of serving and giving first helps him grow their business. He shares his business core values include giving, service, integrity, and laughter. He emphasizes the need for business core values to be seen through action, not by mere words. Tune in and find out how having a serving and giving mindset can help you scale up.
Closing an off-market deal can be an advantage to any real estate investor. When you secure an off-market deal, you are assured of getting the property at the most affordable price possible. Today, we speak to real estate investor Chris Salerno and he shares how he was able to close an off-market deal amid the challenges brought by the COVID-19 pandemic.
Chris, a former broker himself, says building a great relationship with a broker will help you secure the best deal there is. He encourages real estate investors to be well-educated on what is happening on the market because it will help in conversations with the investors. Listen now and find out how you can secure your first off-market deal now!
Passive investments can help you build wealth gradually. For a lot of people, this kind of investment is their way to go as it does not need the investor to participate in the day-to-day decisions regarding the property. Today, we talk to private money lender and real estate investor Alex Breshears and she tells us how to invest passively so we can live actively.
Alex tells us tips on how to minimize risks. She also talks about the pros and cons of considering private money lending and hard money lending. She emphasizes the importance of knowing your investing capability as it will come down to the kind of lifestyle you want. She also tells us the difference between hard money lending and investing in syndication. Click the play button now and learn the next steps for you to become a successful passive investor.
Are you looking for a loan to invest in real estate? In this episode, we pick the brain of one of the top mortgage loan officers in the country, Adam Hires. Adam details how he started in the mortgage loan industry and how he landed in the top 1% income earner and loan originator list.
Adam emphasizes having success by serving. He says when calling real estate agents, you need to know that it’s not about you it’s about them. Adam also elaborates on how to have a better conversation with real estate agents and in turn serve them better. Tune in now and learn the perspective of mortgage loan officers!
The Covid-19 pandemic has drastically affected a lot of industries, even the real estate market. Now that we are heading to the post-pandemic times, we are also starting to hit that time window where we are a year out from some of the first post-Covid loans and debt that are being originated. In today’s episode, we dig deep on debt financing pre and post Covid-19 pandemic with Freddy Johnson.
Freddy talks about some of the macro and micro factors that are impacting the market. He also details the volatility of the market and the rules that are changing now. Freddy has been involved in different areas of the real estate sector from modeling acquisitions, project management, analyzing publicly-traded REITs, and most recently working on the debt side. Freddy is in touch with lenders and deal sponsors daily sourcing the best terms for a range of property types and asset classes. Click the play button now and find out what you need to know if you are looking to originate debt now!
The Covid-19 pandemic has drastically affected a lot of industries, even the real estate market. Now that we are heading to the post-pandemic times, we are also starting to hit that time window where we are a year out from some of the first post-Covid loans and debt that are being originated. In today’s episode, we dig deep on debt financing pre and post Covid-19 pandemic with Freddy Johnson.
Freddy talks about some of the macro and micro factors that are impacting the market. He also details the volatility of the market and the rules that are changing now. Freddy has been involved in different areas of the real estate sector from modeling acquisitions, project management, analyzing publicly-traded REITs, and most recently working on the debt side. Freddy is in touch with lenders and deal sponsors daily sourcing the best terms for a range of property types and asset classes. Click the play button now and find out what you need to know if you are looking to originate debt now!
Investing in real estate for the first time can be overwhelming. How do you know where to start? Where to invest? There are a lot of options available and if you are not patient enough to get to know each deal, you may end up investing in something not fit for you. In today’s episode, Deidre Woollard of Millionacres tells us everything we need to know about REITs or real estate investment trusts.
Deidre differentiates REITs versus crowdfunding versus syndication and talks about which one could be a perfect fit for you. She also elaborates on how you can use REITs to diversify your real estate portfolio. Tune in now!
For any business to last for decades, it needs to weather different challenges successfully. In real estate, this means you have to adapt quickly to changes and circumstances like recession or even a global pandemic. In this episode, we speak to Daniel Farber of HLC Equity.
Daniel details how HLC Equity survives decades in the business and what they have learned over the years. Daniel emphasizes the importance of protecting the business from any downside. He says it is crucial to properly capitalize your deals as well as having relatively resilient asset classes. Daniel also gives importance to having a long-term outlook of the business and personal connections with your investors. He then tells us about their hybrid management operating model and brand called Layers. Tune in and find out the secret to last in the real estate industry!
There are many reasons why a young professional would want to start investing their money – it could be financial freedom, it could be passive income, or it could simply be growing your personal finances. Today, we speak to a medical doctor who learned the ropes of investing so he can earn passively. James Dahle, the founder of The White Coat Investor, tells us about his advocacy of helping fellow doctors to understand the financial world, become financial literate, and be connected with the good guys in the industry.
In this episode, James shares with us how you can fit real estate in your traditional investing portfolio. James shares that the key to any investment is the operator and not the deal. He also talks about the biggest mistake people who primarily focus on real estate make and that is they don’t have a background in portfolio construction. He emphasizes the need for you to look at the asset, classes, returns, and how different asset classes interact together. He also shares how he became an accidental landlord at one point. Tune in!
Some asset classes, such as in the industrial real estate market, have gained a lot last year due to the high demand for warehouses and storage facilities because of the growth of e-commerce. Today, we speak to Neil Wahlgren of MAG Capital Partners and learn the ins and outs of this specific asset class.
Neil shares the current environment of the industrial space. Neil says being the first buyer of the property is important. He also talks about whether location matters in this asset class or not. He emphasizes the importance of focusing on your core competency and knowing the risk involved in the deal. Click the play button now and learn the ropes of industrial real estate investment!
For a lot of investors, financial freedom is the ultimate goal in doing what they do. Financial freedom is about having enough for you to be able to spend your time doing the things you like rather than doing things just to earn money. For Minnesota-based investor John Rickgarn, the experience of losing his parents at a young age made him realize that you should not wait for your retirement year to be able to attain financial freedom and enjoy life.
Today, we speak to John and he shares what he is doing to achieve his goal of financial freedom. John talks about how he fixed his finances to earn passively and at the same time, the mindset shift that led him to invest in his first four-plex. He also emphasizes the importance of learning something every day. Listen now and learn how you can achieve financial freedom one step at a time!
There are many ways people discover what career path they want to take in life. Some people figure it out while they are young, while others figure it out later in life. In today’s episode, we speak to a man in Nebraska who figured early on that real estate is the industry he wanted to be in.
Multifamily investor Hunter King talks about why you need to go big on your first deal if you want to scale up fast. Hunter also shares the most effective way for him to find deals – direct mail. He details how he personalized his message to property owners that have portfolios in the location he is looking at. He also talks about how he started in the industry when he was fresh out of college and the challenges he faced in growing his business. Click the play button now and find out how choosing a different path from most of the people paid off for Hunter.
When the pandemic hit last year, a lot of industries struggled to cope up because of the lockdowns. Among those that struggle is the retail industry and at the same time the retail real estate. Now, there are doubts if this particular sector can ever recover from the crisis.
In this episode, we speak to real estate investor Vick Mehta of Investia Capital. Vick emphasizes that retail real estate is not dead. He says at the moment, it has changed and shifted. Despite the pandemic, Vick says that retail spaces are still essential. He adds the success of your tenants will help determine the value of the asset, so you need to make sure the property is the best one for them. Tune in now and find out why investing in retail real estate is still a good option!
Over the years, the relationship with local creditors has helped real estate investors in a big way. Lending is a big part of any business and it is a factor in whether you get to seal your real estate deal or not. Today we speak to Freddy Johnson and he tells us everything we need to know about lending.
Freddy says some lending programs are now focusing on sponsors especially amid the COVID-19 pandemic. Freddy also shares his knowledge on how interest rates affect cap rates. We then find out about Freddy’s predictions on the real estate market and the lending environment over the next six to twelve months. He also shares some tips on how to prepare for a downturn. Listen now and enrich your knowledge about lending that can help you secure your real estate deal!
During these trying times of a recession and a global health crisis, there are moments when you are unsure of what to do next. People get stuck in life, in career, or even with their business. In this episode, we speak to Jon Dwoskin and he shares what you can do when you feel that you get stuck with your business and when growth seems a long way ahead.
Jon emphasizes the importance of structuring your day. Jon says by structuring your day, it will help you achieve your goals and help your business move forward. He says that people get lost when they fail to structure their day. He adds time management is essential for anyone who wants to succeed in life. Jon details that people need to manage their calendar and use their time wisely. Click the play button now and start investing in yourself by listening to this insightful conversation about structuring your day as key to success!
In doing real estate business, there are times when it is easy to overlook some processes to make your business a good one. But, for property management expert Ryan Wehner, due diligence is creating value for your clients and at the same time internal value for your team in your business as well.
Today, Ryan shares how he successfully manages over 20,000 units. He reminds us that you make your money when you buy the assets, thus it is important to do things well. He adds, for any entrepreneur to grow, it is crucial to know how to put the systems in place and know how to work with people. Ryan also shares the technology which helped him to manage the property well. Click the play button now and learn how to effectively manage your property.
Are you working full-time now and you wanted to explore opportunities in the real estate market as an investor? If you think it is impossible to still be working full-time and also working in real estate, then you are wrong. There are a lot of people who started in real estate this way and there are still those who juggle work and real estate business, one of them is Apurva Shah.
In this episode, we speak to Apurva Shah of JAYS Properties and he shares his experience working his W-2 job and at the same time growing his real estate business. Apurva emphasizes the importance of having processes early on so you will be able to do both your work and handle your business. If you still have doubts if this is doable, listen now and find out!
Being a new entrepreneur can be challenging especially when you face the first downturns in your business. Just like in life, you need to be prepared to have ups and downs, wins and loses. In this episode, we talk about constructing your life to achieve success with entrepreneur and mindset and business coach Austin Linney.
Austin talks about the importance of understanding that there is a process we need to fall in love with of who we are becoming. Austin also emphasizes having a focus so you can do well in your life and business. He adds, it is important to surround yourself with the right people, those who will praise you when you do things right and at the same time give you constructive criticism when you need it. Click the play button now and learn how you can be a successful entrepreneur by constructing your life!
The world of taxation can be puzzling if you do not have the right person to handle it for your business. If you are an operator, chances are you have encountered some foreign investors who are interested in investing in US real estate. But, do you know how taxes are going to be imposed on them? Do you feel that it is a daunting task to navigate their taxes, thus, you end up closing the door for them? Or are you a foreign investor who is interested to invest in US real estate? If your answer is yes, then this episode is for you!
Today, we speak to Kenneth Kastner, founder of a web-based firm serving global clients called Kastner Tax Solutions. Kenneth details how got into the business of helping foreign real estate investors with their US taxes. Kennet also shares the key things a foreign investor needs to know if he wants to invest in the US. He elaborates on how to avoid double taxation, as well as the need for operators to withhold taxes for their foreign investors. Listen now and learn how you can navigate the US tax world, may you be an operator or a foreign investor!
Closing a deal, especially now amid a pandemic, is a success in itself. But, for a Phoenix-based real estate investment firm, they were able to do an almost impossible – closing five off-market deals under a contract which are worth $110 million. In this episode, we speak to Zach Haptonstall, CEO, and co-founder of Rise48 Equity, and he details how they were able to do that!
Zach tells us brokers control the market. Zach says if you can leverage your relationships with them, you can get some of the better deals. He gives emphasis on the importance of communicating not only with brokers but also with your team members. He also elaborates on how he was able to scale up his business by hiring the right people and setting big goals. Click the play button now and find out how Zach and his team were able to close five off-market deals under contract!
In any partnership, accountability plays a role for it to be successful. A business partnership is like marriage after all. You need to find someone who has similar values as you. Having an accountability partner means having the two of you accountable for doing everything to achieve success.
In this episode, we speak to business partners Shelon Hutchinson and Heath Jones. They share how despite having different career backgrounds -- marine and neuroscientist respectively, the partnership they built worked. The two then talk about how they sealed their first deal. They also share how they were able to raise half a million dollars in less than a week. And, they share how to be interesting when you call an investor. Tune in now and learn what an effective partnership can do to your business!
Syndication is a partnership between several investors wherein they pool their finances to be able to invest in properties or projects. For some investors, syndication is their way to begin their career in the industry. But, what if one syndicator or partner needs to exit the syndication for whatever reason? How can this be done?
In today’s episode, we pick the brains of Jackson Stith and Simen Ruge, co-founders of real estate capital markets intermediary SyndiGate. SyndiGate is a unique intermediary that raises new equity and helps LPs and GPs recapitalize their real estate equity investments. Jackson and Simen elaborate on the process that they do for them to be able to help the investor to exit a deal or liquidate. We have a very interesting discussion ahead so click the play button now!
One way to profit fast is to invest your money correctly. For some, it is by using their Individual Retirement Account or IRA to invest in different industries such as real estate. Today, we pick the brain of NuView’s Senior Business Development Representative Brian Martinez and find the ideal strategy for tax-free wealth.
Brian tells us the ins and outs of solo QRP. Brian also talks about why this is one of the best ways to control your money, pick your investment, and diversify your portfolio. Brian also lays out different things you need to know about IRA and self-directed IRA, and how you can use them to build your wealth. He details different types of syndication deals versus different types of taxes, as well as the questions you need to ask. He also tells us why you need to talk to somebody that can help you think through the tax implications. Listen in!
Interested in investing in real estate but you don’t have a big capital to start with? Then, investing in a mobile home park can be a good option for you. The mobile home park is considered to have the lowest cost investment per unit of any real estate asset class.
Today, we talk to Joyce Walder of B3 Investments in Austin, Texas. Joyce talks about how their three family partnerships are diversifying their investment into the mobile home park from multifamily.
Joyce gives tips on how to secure a successful transition when acquiring a mobile home park. She emphasizes the need to acknowledge the needs of the community and be on the ground and talk to the residents themselves. Click the play button now and find out how building a relationship, that includes your law enforcement, can make owning a mobile home park community can benefit both the community and your business.
Are you looking for an asset to invest in long-term? Then, publicly-traded real estate can be a fit for you! Publicly traded real estate can help you construct your equity or fixed-income portfolio. This can also be a good option for you if you are the kind of investor who is on the safe side as it is known to be historically one of the best-performing asset classes available.
Today, we pick the brain of Granite State Capital Management CEO and Intelligent Investing Podcast host Eric Schleien. Eric elaborates on the ins and outs of investing in publicly traded real estate. Eric details the two ways you can invest in this asset class. He emphasizes that this kind of investment is for people with a long-term time frame. So, if you are a person who is in it for the long run, listen now and learn if this is something you need to consider investing in.
Finding the right partner in any business is a bit tricky. For a partnership to work you and your partner should share the same values; have complementary skill sets; have a track record together; have clear defined roles and responsibilities. Running a business is no joke, but doing it with the right partner can help to move the business forward.
Today, we speak to real estate investors Matt Whitermore and Dan Odabashian. They will talk about their partnership and how it started. They will also discuss how complementary skill sets between them help their business to prosper. They detail how they first collaborated on different things then started with small deals and now bigger ones. They also talk about their focus on real estate which is campground and RV parks. If you are wondering if having a business partner is what you need at the moment, then you better click the play button now and learn from Matt and Dan’s experience!
The United States Agency for International Development (USAID) says investing in gender equality and women’s empowerment can unlock human potential on a transformational scale. It adds, for society to thrive, men and women must have equal rights and opportunities. In today’s episode, we speak to real estate investor Kaylee McMahon and she shares with us about her niche of empowering women in the industry.
Kaylee details how she helps women who want to begin a career in the real estate industry. Kaylee shares she helps women to figure out what holds them back. Kaylee also tells us how her advocacy of women empowerment helps her business to grow. She also talks about her upcoming mobile application which women can access to guide them in their real estate journey one step at a time. So, women and men alike, click the play button now and find out how real estate can help you achieve financial freedom!
Property management entails a lot of hard work. You need to work to provide services to your investor, homeowner, and even landlord. To be an effective property manager, one needs to engage and understand current home values as this provides confidence to clients. Today, we speak to AJ Shepard, co-owner of Uptown Properties in Portland, Oregon.
AJ talks about the silent killer of property management – vacancy. AJ emphasizes the importance of minimizing vacancy in any of your properties by having an effective system in place. AJ also shares how they turn a bad property into a good community, how they ensure everyone is on the same lease, how they put up new terms and how they make sure people will follow it. And finally, AJ tells us the importance of managing relationships to ensure efficient workflow. Click the play button now to learn how you can avoid vacancy in your property!
Are you looking for an alternative platform where you can invest? Nowadays, there are a lot of commercial real estate investments you can choose from. Today, we get to know about an online digital wealth platform called Yieldstreet.
In this episode, we speak to Mitch Rosen, Yieldstreet’s Senior Director for Real Estate. Mitch details how an investor can utilize their platform especially when you are looking to generate passive income. Mitch says they enable investors to make an informed decision in a fairly efficient time frame. He also talks about repeat investors and how important they are in any commercial real estate business. If you want to find an alternative investment across multiple assets, click the play button and learn about Yieldstreet.
Making a positive impact in other people’s lives can create a long-lasting effect not only on the individual but on the whole community as well. In doing any business, thinking about giving back or creating a positive impact in the community is as important as making a profit. This business practice is a good practice and it benefits the business as well.
In today’s episode, we speak to a man who created a one-of-a-kind give-back platform in Dallas commercial real estate, Conrad Madsen. Conrad talks about his mantra of “Make An Impact” and how he does that through real estate. He also talks about the importance of communication in cementing your success in the industry. He also shares the most important trait that will help a real estate investor to succeed in the business – that is PERSISTENCE. Listen now and learn how you can reinvent your business to make a positive impact.
Advertising does not come cheap, no matter what medium you use. It is definitely important for you to reach new customers or clients, and reach the right people who will need your services. For real estate investor Dean Booty who manages two self-storage facilities in the UK, he knows that customer care goes a long way.
In this episode, Dean shares how he turns his customers into walking, talking billboards. He emphasizes the importance of word of mouth and how it helped his business to grow. He says one should understand your customer more because it sets your business up. He also talks about several programs they implement in his company such as referral programs for their customers and staff retention program for his employees. He also elaborates on their revenue management system and how he was able to make his business pandemic-resilient. Listen now and find out how you can improve your revenue by putting your customer and staff on your priority list.
Do you have a project that you want to get started but you can’t do so because you are overcomplicating things? Do you plan to start a podcast but your to-do list is keeping you behind? Do you plan to start investing but your checklist is dragging you too long?
In this episode, Witney talks about why overcomplicating things can get you nowhere. Whitney shares that getting things started is important and once you have done it, you can actually move your business or anything you want to accomplish forward. He also talks about the lesson he learned from his mentor which is getting things done is better than perfect. Tune in now and learn why overcomplicating things can hold you back from seeing the greater picture.
Financial freedom is among the ultimate goal why most people get into real estate. But, most people would agree, being in the business is not as easy as it may sound. It needs hard work just like in any other field. Today, we speak to real estate investor Rodney Robinson and he talks about investing for working professionals.
Rodney shares why he took the leap in real estate. He says it just made more sense to do more and less time to achieve your financial goal in the business. He also talks about the mindset shift he had to undergo and the personal financial goals he has set with his wife and family. Rodney also believes that education is a key component to succeed in the business, thus, he is giving back by writing a blog about real estate investing. Learn more about multi-family investing and how why sharing what you are learning in the business will help you in the long-term. Tune in!
An unconventional decision can sometimes lead to greater things. In Charlie Ansanelli’s case, it is finding success in the mobile home park business. Today, we talk to Charlie and he shares how he was able to semi-retire at 33 through investing in mobile home parks.
Charlie talks about how from being a tech entrepreneur, he found success in real estate specifically mobile homes. Charlies says mobile park homes are not pandemic proof – nothing is, but he says it is pandemic resistance. Charlie’s success did not come without hard work and a lot of risks. In this episode, he tells us not to be afraid. Listen in!
Seeing the bigger picture is important in real estate. By doing this, it will enable you to aim to close that deal because you know that your efforts would be worth it at the end of the day. In this episode, Nick Ameluxen tells us how small consistent actions can lead to bigger things in the real estate industry.
Nick talks about why you should do whatever it takes to close a greater deal. Nick also talks to us about how getting a business going and at the same time, growing a family is not easy but doable. Nick shares some important keys to success, He also shares about leveraging his experience and going through his first deal and some struggles, and how important your team is. Tune in and find out that why you just have to do whatever it takes to get a great deal done!
You’re never too old to try something new. That is what Yishai Breslauer proved when he took the leap and left his job as a teacher of 13 years to become a real estate entrepreneur. In the real estate industry, there are many people like Yishai who took that massive decision to change careers. Aside from being an investor, Yishai is now a developer, a coach, and an educator.
Today, we speak to Yishai about the amazing journey that led him to who is now. Yishai shares what made him leave a job that he loved for a greater opportunity in real estate. Yishai also talks about how he got to know syndication and he got deals all across the U.S. even if he is based in Israel now. We will also learn how building relationships and networking have helped Yishai continue in the business. He says not being shy is the key to last in the industry and not quitting despite early setbacks made him persevere more. Tune in and admire the humble beginnings of this man who once dreamed and now making it happen in the real estate industry!
What kind of investor are you? Are you an active investor or a passive one? Which one pays the highest return? There are a lot of kinds of investors out there but ultimately how you position your investments matters.
In today’s episode, we speak with the founder of Fortress Federation Investments Rick Martin. Rick talks about his life as a starving artist to being a man who looks over a lot of people in the real estate industry as an operator. Rick also shares how being committed and passionate is important when all your investors are entrusting their hard-earned money to you. Rick helps us understands the difference between active and passive investments and their pros and cons. He also tells us things to ask the sponsor, preferred equity, and refinancing. Tune in to get great pointers about investing today!
To succeed in the real estate business, one needs to establish an effective system that will help in the process of securing a deal. Nowadays, technology offers investors a lot of options to cope up with the work required in the business. Today, we speak to Fritz Ritter and he talks about the system he uses so he can get in touch with a lot of possible investors in no time.
We will hear Fritz talk about the importance of having a system that will help you achieve your goals. Fritz shares how laying down the foundation is a good start when it comes to doing business. Fritz also emphasizes the need to build your investors' bases, taking effective notes, and even knowing your investors well. Moreover, he has a reminder to those looking to build their network – what you do when no one is looking matters. Today, we will learn how determination and drive can help you in the real estate industry so listen in!
Closing over $100 million deals in real estate last year may sound impossible especially with the situation we are in – recession and a global health crisis. But, with the right mindset and values, this can be achieved.
In part two of this series, Whitney Sewell talks about how he and the team were able to close over $100 million deals despite the pandemic. Whitney talks about the importance of thinking about who you are hanging around. He also emphasizes that whether for business or personal growth, who you are surrounding yourself with matters. Whitney also shares about how overcommitting pushed him to grow and led him to build a team which enabled to help him to produce almost 1,000 podcast episodes. Finally, he gives tips on setting goals – that you should write it down and even tell people about it so you will be accountable. Tune in now and learn what it takes to close a great deal!
How do you start your day? Did you know that how you begin your mornings is a factor that can contribute to your success? In a series of videos, Whitney Sewell talks about things that helped him closed deals of almost $100 million last year even amid a pandemic. In part one of this video series, Whitney shares how getting up early and structuring your day can lead to achieving your goals and more. He also talks about taking risks and how this can result in greater rewards.
A few weeks ago, Texas suffered unexpected cold weather which brought several issues such as power, water, and a lot more. As for one real estate investor, he faced one of the worst scenarios a real investor could ever face – 300 out of his 6,000 units had frozen pipes.
In part two of our conversation with Michael Becker, an industry powerhouse, he talks about overcoming downturns such as frozen pipes and the pandemic. Michael also details why having a proper management team plays a role in solving the issues he faced. Michael then talks about why having fixed-rate mortgages turned out to be a bad decision. He also shares that to be prepared for a downturn, one needs to make sure a proper working capital is in place and that a massive reserve budget is there from day one. Today, we learn from Michael’s firsthand experience of facing challenges in real estate. Listen in!
Real estate faces many challenges all the time. Natural calamities, recession, and even global health crisis affect the industry. Thus, it is important to be prepared for any downturns. Today, we speak to Michael Becker and he shares with us his experience in Texas and how he overcame different challenges.
In part one of our conversation with Michael, he details how they faced frozen pipes in 300 out of their 6,000 units in Texas. He then shares with us the changes they implemented so that they will not have to deal with the same problem moving forward. Michael also talks about how the pandemic affected the business and what they did so the business will continue. Real estate investors need to know that challenges are part of the business so tune in and learn from one of the industry’s powerhouses on how to deal with them.
Strategies are important in making a deal succeed in real estate. There are many strategies available for you to choose from so you can make sure that you will profit at the end of the day. In today’s episode, we take a look at the “Buy On The Line, Then Move The Line” strategy with developer Victor Menasce.
Victor details how this strategy can secure profitability and security in your deals. Victor also talks about why doing a deal too small is often a problem. He also tells us how your team is important in making sure that your real estate business or syndication will work. Tune in as we pick the brain of a successful developer, author, and podcast host, Victor Menasce!
Working with a broker is an essential step to secure a successful deal in real estate. Commercial real estate investor Alex Olson describes getting the attention of a broker in any market as both an art and a science. Today we dig deep on how to get a broker’s attention in a hot market with the help of Alex.
Our conversation with Alex will help us understand this complex relationship between investors and brokers and vice versa. We then discuss how to spot a good buyer and at the same time spot the most desirable markets available. Also shares how the best markets can prepare for a downturn. And as for what helps Alex to be successful in the industry – it’s cold-calling. We’ll get more details from Alex so tune in!
In real estate syndication, sealing your first deal is a milestone. This is an official first step of new syndicators and this signals the start of their career in the industry. In today’s episode, KRI Partners founder and managing director Ken Gee tells us why your first syndication deal cannot struggle.
In our conversation with Ken, we get to know him and his over two decades of experience in the real estate business. Ken also talks about his third-party management firm that helps manage new syndicators. Ken details how they help new syndicators manage their deals and at the same time teach them to learn the ropes in the industry. We also talk about how to really deep dive into the numbers and know the ins and outs of the business. Ken also emphasizes the importance of networking as relationships are key to last in this industry. We have so much to learn from this man so better start listening now!
No man is an island. This quote is aptly applicable to real estate syndication. To be successful in this field, one needs to have a solid network of partners that will help you achieve your goals. Today, we speak to Geoff Stuhr and he tells us that networking makes a lot of difference in how you spell success in real estate.
In this episode, we will learn how Geoff was able to secure his first syndication. He also talks about finding the right mentor and how that will help you learn the ropes of the business. We then talk about the lessons he learned the hard way and how they equipped him to be better in his future deals. If you are interested to know how you can build your network and partner your way to wealth in real estate, click the play button now and learn from our conversation with Geoff!
They say when you dream, you should dream big. But, a dream or a goal will remain just a dream and a goal if we will not do anything to make them happen. So if you dream big, then you have to commit yourself to achieve your goals.
Today, Whitney talks about overcommitting and if it is worth doing so. Whitney shares his experiences on overcommitting and the result it had for him – producing almost a thousand podcasts and counting. Tune in today and find out if overcommitting is what you need to do that extra push, extra effort, and extra work to achieve your goal.
In part two of our conversation with Jerome, he shares how important it is to prepare for any possible downturn in your business or real estate deals. Jerome generously talks about his experience when the country faced the 2008 recession and now the COVID-19 pandemic. He shares his personal experience of overcoming hardships brought by unprecedented situations. In this episode, Jerome shares invaluable tips so you can succeed in your career and even in life.
The past year has brought a great challenge not only in the real estate industry but to all industries globally. The pandemic toppled economies worldwide. Today, industries are slowly adapting to our new normal and trying to pick up the pieces. In this episode, we speak to Jerome Maldonado about how to find opportunities in a time of distress. Jerome shares invaluable wisdom he gained over his more than 20 years of experience as a businessman and a real estate investor. He shares how he moved from investing in residential properties to converting hotels and industrial warehouse spaces. He also talks about how partnering with other syndicators helped him and how he was able to incorporate systems and processes that are beneficial to his endeavor in the industry. Jerome has been living a low debt lifestyle and he shares great advice on how you can achieve one. Listen in!
In today’s episode, we speak to Hugh Odom, founder, and president of telecom consulting firm Vertical Consultants, to know how our property can make a profit from a cell tower lease. Hugh will break down to us which commercial real estate properties are prime candidates for a cell tower lease. And most importantly, he will tell us how we can avoid a $1,000,000 mistake. Leasing your property for a cell tower can be a good option especially that in one to two years, the nationwide 5G rollout would need thousands of locations for a cell site. So if this is something you would want to consider, tune in now and learn more!
Financial independence is what John Stoeber wants to achieve which led him to Real Estate investing. As a millennial in the industry, he shares how he started by simply realizing that he was not cut out for the corporate world. Today, we get to know John as he shares lessons from his past deals and how he was able to secure his current deal with a 34 unit portfolio. We will also talk about the “buy, rehab, rent, refinance, repeat” or BRRRR method and its difference from the cap rate. We will also hear about flipping houses and master lease option (MLO), and how we can maximize these in investing. Moreover, we learn how important it is to weather a storm and most especially prepare for one. So if you are up to the challenge, tune in!
There’s a saying that goes “a journey of a thousand miles begins with a single step.” And that’s exactly how the journey of real estate investor Nicole Pendergrass started – with a single step. In this episode, we will be inspired as Nicole shares about taking a leap by believing in the real estate industry. She also talks about how to get people for partnership and how networking plays a big role in achieving success in the business. We will also learn how Nicole was able to invest in a six-unit commercial deal. This is a story of success, perseverance and more so listen in!
Getting back up or simply staying afloat in the real estate industry after the very challenging 2020 is important to survive the year ahead. The government is putting in place policies that can help developers and investors alike kick start their business on a good note and help the economy recover. Today we talk to Atif Qadir, the founder, and CEO of proptech startup Redist, about the 2021 tax plan incentives. We find out about Redist and how they help investors by discovering, understanding, and accessing real estate development incentives.
In doing business, there are moments when you set a goal or a plan but you do not have the time to execute it and end up procrastinating. Procrastination is, most often than not, seen as a negative action. But, there’s a way to turn this into something positive and to your advantage.
Coming out of a year with cash in the bank is a goal most people have, but are you behaving your way into profit? No? Then you’ll want to hear what today’s guest has to say! David Richter has been a part of over 850 deals in his lifetime. He is currently writing Profit First for Real Estate Investing because he wants to change the lives of investors by giving them the power to wield money as a tool for their greater purpose through financial mastery.
Garrett White has combined his great passion for hunting turkey and hunting deals to create White Oak Property Group, a land company that specializes in acquiring premier hunting land throughout the US. Today we welcome Garrett onto the show to share both his real estate journey and his top investing lessons. We open our conversation by exploring how he got his start in real estate before diving into his multi-family and land investing businesses. Reflecting on his experience, he discusses the mistakes that early investors often make, including how beginners misunderstand how tight money can be in the first few years of managing a deal.
You most likely didn’t know or even think about the fact that, after a renovation, your assets in the local landfill are still depreciating on your books, as if they were still in your building! You’re throwing money into the dumpster. Today’s guest, Frank Giudici, is going to tell you how to keep from literally throwing that money away. Frank is the Business Development Director for the Bedford Cost Segregation and, in this episode, he speaks about the partial asset disposition election as it pertains to commercial real estate. Prior to joining Bedford team, one of the largest independently owned cost segregation providers in the country, Frank spent 15 years in the construction management industry with two top-ranked builders both nationally and internationally.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
This conversation with Jason DeBono from NuView Trust Company will leave you with a lot of newfound knowledge relating to elements of the real estate industry you may have known very little about before. We discuss the benefits of IRA’s and QRP’s, and Jason shares an example of how much more fruitful your investments can be if you use tax-free or tax-deferred accounts, rather than taxable ones. Jason explains what makes NuView unique in the retirement account space, the company’s stance on fair market value, and some of the requirements for setting up QRP and IRA accounts.
Our show today focuses on a type of real estate which we haven’t discussed here before; agriculture. Agriculture is a very different asset class to invest in compared to other types of real estate, and it can be very challenging. However, there are numerous benefits to it, including the fact that it is a great diversification tool. That is why our guest, Chris Rawley, is so passionate and excited about the farming space and why he and his partner pioneered a crowdfunding platform, Harvest Returns, to make it easier for the rest of us to invest in agriculture. Before choosing the kind of agriculture you want to invest in, Chris highlights the importance of understanding the revenue sources of the farm and the time period within which you can expect to receive returns.
Our gracious sponsors:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
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A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
There are so many elements that make up the real estate industry but have you ever thought about the value that closets could add to your residential property? On today’s show, we are joined by Jim Monk, president of CLOZZITS, a closet manufacturer and installation company. He’s here to discuss how closets are a differentiating factor that will increase your rent and your ROI and why. Jim explains the ways property owners are utilizing CLOZZITS’ services, at which stage of the real estate cycle, and in which asset classes.
Welcome back to another episode of our mini-series on the hiring process! Again, a lot of this information comes from the book Topgrading by Bradford D. Smart. It's so critical that you hire the right person so that you avoid the cost of hiring the wrong one. We are continuing on from the previous episode, going through the different episode questions. We left off last week at risk-taking; what the biggest risks were that they’ve taken in recent years. So stay tuned for the next section of questions as Whitney goes through the hiring interview process they recently implemented with success.
Value-adds are a vital component of syndication, but they can be very stressful because of the numerous moving parts you have to keep track of. Rather than managing it themselves, owners can work with a qualified general contractor who oversees the project from start to finish. Today's guest, Jeff Rosenfeld, Executive Vice-President/CBDO of Adivo Construction, joins us to share his insights. We find out about Adivo’s unique, self-performing model, where they have W-2 workers rather than multiple teams, and how this streamlines the renovation process, helping owners reach their goals quicker.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Freeing up your time by delegating as much as you can and setting up efficient systems will allow you to serve people in the best way you can. Today’s guest, Rob Bergeron, has certainly achieved success by setting up systems. Rob is a realtor in Louisville, Kentucky, who is all about value add and collaboration. He has discovered how to make multiple streams of a relatively passive income by bringing value to his market, and he is also a board member of the local REA and a proud “go-giver.”
As you would have heard in our previous episode, Josh Ferrari exceeded all expectations when he managed to raise $6 million in a 30-day money-raising challenge when the goal was only $500 000! In today’s episode, we go into more detail about how the challenge worked, who the money came from, and what Josh learned during the process. Following from this, we discuss the systems which Josh has put in place since the challenge and the people he has hired to help him improve his business and allow him to focus on what he does best. Josh and his wife have a deep desire to help others; part of the reason for entering into real estate was to make enough money to be able to change people’s lives for the better.
In part one of a two-part interview series, Josh Ferrari explains how he became the person who made $6 million in 30 days. Josh, an aircraft technician by trade, never thought he would enter the real estate space, let alone reach the heights of success he has. A phone call with his dad changed the course of Josh’s life, alerting him to the fact that he could make more than his annual salary in one transaction. In today’s episode, we discuss Josh’s attempt at wholesaling, his first syndication experience, which didn’t go as smoothly as he had hoped, how he met his first business partner, and some details regarding their first syndication together.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
We often hear that real estate is a marathon, not a sprint, and today’s guest, Jonathan Barr, embodies this approach through his unique investment thesis. Jonathan is the co-CEO of JB2 Investments, a boutique real estate firm specializing in acquiring, repositioning, and stabilizing multi-family property. In this episode, Jonathan sheds light on how growing up in a family involved in real estate impacted him and why starting in the space during the 2008 Recession was such a valuable lesson.
Retirement is a life milestone where one permanently leaves the workforce behind. In the United States, the retirement age is 65. But, what if we tell you that retiring early is possible and that you just need to learn how the wealthy invest their money? In today’s episode, we speak to the CEO of Erbe Wealth Stephanie Walker. Stephanie shares how she was able to achieve her goal of having enough passive income to retire from her business and how you can achieve the same.
Stephanie tells us mindset is crucial for you to be successful in the real estate industry. Stephanie also emphasizes hard work and discipline in the business. She also details how the wealthy invest and view their money as well as what they don't do. Tune in and find out how you can retire early!
Making mistakes is essential in order to learn and grow, which is why our guest on today’s show is so happy to discuss the ones which he made when he began his journey in real estate and help others to avoid doing the same. Mark Ainley’s first experience in real estate would have put a lot of people off for life. Instead, Mark persevered and went on to create the very successful GEC Realty and Development, which was recently voted Chicago’s most responsive property management company.
Hopefully, you have gained a lot from the past few shows, where Whitney has talked about bringing an assistant or somebody else onto your team. How to hire properly and think through the process in great detail, keeping in mind the things that been have highlighted from the amazing book, Topgrading by Bradford D. Smart. One of the most important parts of the hiring process is having a questionnaire and modifying it to fit the position. This in-depth document allows people that are wanting to come into your organization to stand out before you even have to get to the interview.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Have you heard of the BRRRR’nb method? Well, it has helped today’s guest achieve financial freedom in just one year and grow his portfolio. Blake Dailey is a multifamily real estate investor as well as an Air Force Contracting Officer. He used the BRRRR strategy to buy, rehab, rent, and refinance residential properties, and then rent them out short-term using Airbnb, which is where the ‘nb in BRRRR’nb comes from!
Failures are a part of the journey, and being afraid to make them can be detrimental to your success. In fact, today’s guest believes that embracing the possibility of failure has been fundamental for his success! Brad Shepard earned his undergraduate degree in finance with an eye towards commercial real estate. Interning with one of the premier commercial property portfolio companies in the northwest, he purchased his first rental property within months of graduating college and quickly added several more before turning to commercial opportunities.
A big part of this business is being creative and being able to make a deal work, and today’s guest wrote the book on creative cash; literally! Over the last 15 years, Bill Ham has created a large portfolio of multi-family assets, and his first 400 units were all acquired using creative financing. In today’s episode, he will be sharing some of the techniques from his book, Creative Cash.
Whether it’s to achieve financial freedom or to create more time to spend with your family, knowing your ‘why’ is key in achieving your long-term goals. Today we speak with Savannah Arroyo, AKA, the “Networth Nurse” about how she built her real estate business. Having a strong sense of why she’s in real estate has motivated her to work towards her dreams, despite also working a full-time job. We open our conversation by exploring her background and how she started in real estate. We then unpack why she made the transition from single-family to multi-family investing, with Savannah also highlighting the benefits of this asset class.
Although it’s not the most attractive part of being a real estate investor, we need to think about insurance. It is such a vital piece of the business, and you have to have an expert to partner with you. Drew Maconachy is a real estate insurance specialist, insuring thousands of units across the country through his company, Maconachy Stradley Insurance. In this episode, Drew walks us through some of the essential insurance policies and coverages that all real estate investors should be thinking about.
Building single-family communities under multifamily ownership, doing more with the same business plan but increasing your impact, that’s what today’s guest is aiming for. After years of building a personal real estate portfolio composed of assets valued at 33 million, Derek Alexandrenko is now the Manager of the Hammerhead Build to Rent Fund, focusing on creating multi-family assets using single-family dwellings resulting in great communities for residents and legacy returns for fund investors.
Today on the show, Whitney goes through their recently completed hiring process. He recaps on a few previous episodes relevant to today’s topic, so be sure to check out episodes 800, 850, and 857. The hiring process can be a long, tedious, and sometimes detrimental experience without diligent questioning, the right documentation, and using your time wisely. Your time is valuable, so it is important that you do this right and ensure that you are hiring the correct individuals for your team.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Today’s guest doesn’t just build buildings, they are building communities and leaving the actual dollars from their projects behind in the local communities they touch. Dee Brown is the president and CEO of the P3 Group Incorporated, which specializes in delivering essential government facilities and infrastructure through the creation of public-private partnerships. The P3 group offers a turnkey design-build finance solution for government agencies and non-profits.
Our world is quickly turning to a technologically based one, where software platforms are becoming more integral in our daily lives and business. Our guest today is Nick McCullum. Nick is a software developer and real estate investor based in New Brunswick Canada. He helps run Passiv, which is a portfolio management software that allows self-directed investors to easily manage a portfolio of stocks and ETF’s. In this episode, he will explain how passive works and why it might be beneficial to investors with most of their net worth in real estate.
Community history; something you may not think about as you plan to develop an area. If you think of any community, everyone across social, economic, and racial spectrums, has contributed to the growth and development of the community. As a developer, it is crucial that you understand that communities have a history and a legacy. Therefore, in order to make your work in those communities as smooth as possible, you should tie up your development concepts and themes to those things that the community is really known for or that they evolve towards. Our guest today is Herschell Hamilton. Herschell is the leading revitalization and commercial real estate developer in the southeast United States. He is the guy government agencies call when they need a strategic plan in recapturing the history of neighborhoods. He serves as a board member to the various public and private entities where he leads his expertise on asset diversification, real estate, and finance.
Our guest, Brian Hamrick, has lots of experience in the world of syndication, but the focus of today’s show is on funds, his latest venture. Although he generally prefers syndication, there are particular circumstances under which it makes more sense to go with a fund, and Brian passionately shares how you can successfully create your own one. We discuss the differences between a fund and a syndication, along with the similarities between the two. Brian highlights the fact that returns from funds will always be different and that it is so important that you and your investors are on the same page.
Our guest on today’s episode is Chad Sutton. Chad is a managing partner, leading the acquisitions team of Quattro Capital, an investment firm focused on residential multi-family real estate. They specialize in properties such as apartment complexes, mobile home communities, and mixed-use commercial. Chad is a recovering engineer who spent most of his career in corporate America in space flight and aircraft before turning into a niched real estate investor.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
The world was turned upside down in 2020 with the beginning of the COVID-19 pandemic. Along with it, there have been changes all across the globe and, more specifically, in the real estate markets. From lenders to operators, to buyers, everyone had to adjust and restrategize as a result. Today’s guest is Anton Mattli, the CEO of Peak Financing. He has decades of experience in commercial and investment banking, private equity, and commercial real estate. After graduating from Zurich Business School in banking and finance, he held senior management positions at major financial institutions in New York, Tokyo, Hong Kong, and Zurich.
A prospective candidate questionnaire is an incredibly useful tool for you to use when you set out on the hiring journey. You will likely receive more applications than you know what to do with, so the questionnaire is a great way to streamline the selection process. You want A-players on your team and a rigorous hiring process allows you to get closer to that top talent. In today’s episode, Whitney shares how the book Topgrading helped him draft questions and how it helped him view the hiring process.
Stepping back and looking at a deal as several deals pieced together is much more effective at mitigating risk than if you were to look at “the big picture.” Understanding and assessing each step is a fantastic way to help you minimize the associated risk. Today’s guest is Moshe Bloorian, who started GreyHill Group in 2016. Since then, along with his partner, he’s acquired more than 150 apartments all throughout the upstate New York area. They have also been heavily focused on the industrial market class, acquiring three large warehouses within the past year.
Donato Settanni believes that fear and courage are the keys to success. Fear is important because it means you are not overlooking the potential negatives of a deal, and then overcoming that fear is what allows you to thrive. Donato and his partner, Josh Eitington, run a group called DXE Properties, which focuses on value-add projects in the southeast region of the United States. In order to implement projects of this nature successfully, having a clear vision of the future is essential. On today’s show, Donato shares with us the types of valuable information that he and his partner look for when deciding whether they are going to choose a particular deal.
Fear of action and analysis-paralysis can be deadly to the success of any real estate venture. Tim Ryan joins us on the show today to talk about the key to entrepreneurialism and how taking courageous action is necessary in order to reap the rewards of an investment. We get to hear about Tim's journey into the real estate space, how the 2008 economic crash influenced this path, and the first steps he made into property. He tells us about why he chose to invest out of state and what led to his forays into certain markets before we turn to the topic of taking assertive action.
In the syndication business, finding a partner or teaming up can exponentially aid in your goal to achieve success. The secret to picking the right partner? Finding someone with a skill set that compliments your own. Today’s guests are Gary Van Bortel and John Bilinski. After both learning of apartment syndication 2019, John and Gary met at a local REI meeting in Rochester, New York. They partnered up with the purpose of acquiring commercial multifamily properties together. They immediately started their own local meet-up group, called the Upstate Commercial Apartment Investor’s Group, which is focused on discussing and acquiring larger multi-family properties. They started in Rochester but they’ve now expanded to Buffalo and Syracuse markets as well.
When you are designing your website, you want to be conscious of branding, colors, flow, and customer experience. Not a design expert? Not to worry, there are people out there who have the skillset and expertise to help you maximize website performance and marketing efficiency. Today’s guest is Joey Kilrain. He has 15 years of experience in developing enterprise products, including research, visual design, and development. He leads projects from the idea and research through to execution.
Communication is key. We’ve all heard it before, but we will hear it a thousand times over. If you’re in the real estate business, you’re in the people business. Whether you’re dealing with lenders, sponsors, operators, tenants, or potential buyers, expect the unexpected! Our guest today is Clay Allen, who is the Senior Director at Old Capital Lending and has over 20 years of experience providing debt, equity, and asset management for multifamily owners and operators. Based in the Old Capital’s Atlanta office, Clay is focused on helping investors across the southeast to obtain appropriate financing for their multifamily acquisitions.
To scale your business, you need the right team and your executive assistant of one of the most important members of that team. Following on from episode 800, today, Whitney shares his job description tips for landing top talent. Hiring someone who is the right fit takes time and patience, but it is so worth it in the end. Whitney walks us through his job description and some of the specific things he has included in it, like a company overview, responsibilities, and competencies.
There are two main purposes to include preferred equity into your business plan: one, financial leverage, and two, raising a large amount of capital from one place. A repeat guest on the show, Rob Beardsley, has spoken in several previous episodes where he talked about underwriting. He has since become an expert on this very complex issue, and it is always great to know guys like Rob, who is fluent in structuring deals and thinking outside the box. At only 23, Rob oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100 million of multifamily real estate.
People and problem-solving are two of the most important aspects of any business and are the ones to which Chris Roberts’ credits much of his success. On today’s show, Chris makes a strong case for surrounding yourself with a great team and not trying to do everything yourself, as he once did. Chris and his team managed to close over 200 deals during the height of the COVID-19 pandemic, and he shares some tips on how you can also build up a business that is resistant to shocks like this. We discuss the challenges that partnerships can sometimes carry with them, and ways to work around these.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
If you are wanting to start your own real estate business, or are looking for a way into the industry, join us on today’s show to get some excellent advice from our guest, Atif Qadir. Atif has a wide range of skills and experience in the real estate world and it will be well worth your time to give this episode a listen. We discuss Atif’s career trajectory and how his deep curiosity has fueled the many endeavors he has undertaken. Atif stresses the importance of making yourself stand out (he knows this from firsthand experience, as you will hear), honing in on what you are good at, and putting other people before yourself.
Managing your money should be simple. You count what goes in, you count what goes out, and then you leverage your profits and savings. Yet, the reality of this process is usually easier said than done. Today we sit with Amanda Neely, a small business and financial professional, who works with business owners to develop personalized financial strategies and profitability strategies. We kick off the show by finding out more about Amanda’s professional history and why saving money has always been important to her. We then hear from Amanda about her client’s biggest problems and how she creates solutions for them. Amanda says a common issue is that many people don’t think in a “profit-first” manner, and that they usually don’t plan an exit strategy.
Today’s guest is of the mind that you make money by serving, by having an attitude of helping people. People are the most important because, in people, you get the other three assets: time, knowledge, and money. Living the death-by-paycheck cycle and $24,000 in debt, Seth Kniep walked the streets with a single dime. Deadset on doubling it 20 times into over $100,000 to create freedom for him and his family. Today, Seth’s team manages over $100 million in annual revenue for named brands and silent investors on the Amazon platform. The co-founder of Just One Dime, Seth has trained over 10,000 entrepreneurs in over 150 countries, many of whom are multimillionaires today.
Austin Curry is the founding partner at Harriet Capital, a newly formed black and woman-owned firm dedicated to improving communities through multifamily and mixed-use development. As our guest today, we speak with Austin about his journey in real estate so far. Although still at the dawn of his career in the industry, Austin has learned several key lessons, many of which he shares in this episode. We kick off the show by finding out more about Austin’s background. After hearing about what led to his first partnership, Austin goes on to tell us about his first deal while sharing pointers that were vital to its success. One of Austin’s greatest hurdles to clear was finding a partner that would trust him, despite having very little experience.
By now we know that being in the real estate business really means you are in the relationship and people business. It is such an important aspect of what we do, from looking for and finding new investors, continuing to build our networks, and even in raising equity. Something we need to keep at the forefront of our mindset, especially when starting out, is that the world is big. There are many people out there who have money that are willing to invest and that is why it is important that also educate people outside of our network. Today’s guest is Prashant Kumar, who has owned single-family and multifamily properties and has about 100 units in his personal portfolio. He's been involved in multifamily projects in the GP capacity for the last five years and did 1,200 units in 2019 as a general partner, with one deal is currently being purchased.
When Ryan Groene was in college, he thought he had it all planned out: he’d play baseball, go to parties, get his degree in finance, and the rest would come. But his life didn’t turn out that way. When Ryan found himself in corporate America, he couldn’t wait to get out. After being asked to leave his job, Ryan pursued a career in real estate. In today’s episode, we sit with Ryan to talk about his journey in the industry, his success with mobile home investing, and why this asset class is so unique.
Relationships are so important. It cannot be stressed enough! If you are setting out to succeed in this business, you have to hone your conversational skills, your ability to focus and stay engaged, and make the other person see you as a human being who is truly interested in their experiences. It is essential that you take each opportunity given to you to start a conversation. You never know, that person may become a potential investor, partner, or mentor, each having the ability to play a key role in your success. Today, you hear from a reoccurring guest, Alina Trigub.
When you are new to real estate investing, finding and establishing trust, especially on an expertise level, can be challenging. How can people trust you with big sums of money? As it turns out, simply telling your story can have a huge impact on establishing expertise trust with your new investors. We all have to start somewhere on the bigger scale of things and sometimes all you need to remember is that, as long as you are putting in the hard work and you’re a few steps ahead, you will always have something to contribute. Today on the show, you’ll hear from Ketan Patel, who was a guest back on episode 274, where we talked about the internal mindset game and transformation. Ketan is a high-performance coach who helps motivated real estate entrepreneurs create more income and impact by aligning their thoughts, emotions, and actions.
Seth Bradley is a real estate entrepreneur who has closed billions of dollars in transactions as a real estate attorney, investor, and broker. As today’s guest, we talk to Seth about his journey in real estate and why he chose to be his own boss, all while discovering his recipe for success. We open the show by hearing about Seth’s background and how being adopted into a blue-collar family instilled undeterred discipline within him. Following this, we talk to Seth about his professional history and why he chose to follow his own path instead of settling for a life in corporate America. Seth goes on to describe how he helps people fulfill their real estate dreams and details his typical investor clients. In the latter half of the show, we hear from Seth about a range of topics.
In most industries, a recession is not a time where people are making money. However, some industries, like self-storage real estate, are ‘recession-resistant.’ That is why Scott Krone, our guest on today’s show, was able to expand his business during the pandemic and why he is on track to meet his goal of opening 10 facilities in a five-year period. Scott talks us through the ways the pandemic has changed his business, the key criteria he looks at when evaluating a deal, and the methods he uses to improve the level of exposure of his business.
In 2019, Jon Sage and Julian Bell began teaching others how to self-manage properties through their blog, Short Term Sage, which has grown a community of thousands of host and have the number one podcast on iTunes for Airbnb. Jon and Julian currently help others in the multifamily space, leasing and managing short term rentals through their management company. Start by hearing about their business and what they focus on, then find out about their chosen asset class and why you should consider going into it.
In today’s episode, you’ll hear from returning guest, Peter Badger. Peter was a guest on Episode 652, where he talked about building wealth through our global investor alliance. You are encouraged to go back and listen to that show because Peter is an avid real estate investor and educator. With his partner, Karen, they invest mainly in US multifamily and overseas agriculture. Real estate investing and education is their full-time endeavor and quenches their thirst for service, global travel, and adventure.
Aligning yourself with the best of the best is a sure way of putting your real estate business on the trajectory to success. We know, as we have discussed and mentioned this countless times before, that when you are in the business of real estate, you are actually in the business of people. You need to surround yourself with people that aren’t just outperforming and a great track record, but those who have character, have integrity, transparency, and an inept ability to pivot when something in the business plan veers in an unexpected direction. Our guest today is Mark Khuri.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Whatever stage of your real estate career you are in, George O’Brien is someone who you can turn to for advice. George owns a successful property management company with his wife, Angela, and is passionate about sharing the knowledge he has learned along his journey, in order to help other people reach their goals. George and Angela have just relocated to Florida, a lifelong dream of theirs, but it was no easy road to get there. On today’s show, we talk about the long hours that the O’Brien’s put into getting their business to where it is today, while working W2 jobs and raising four children. Family means everything to George, and he has always ensured a healthy work-life balance.
Today, we welcome Garrett Lynch back to the show. Garrett was a guest on Episode 808, where he and Whitney talked about finding better deals through underwriting, so make sure to go back and check that out! Garrett is Director of Acquisitions at Nighthawk Equity and manages all sourcing, underwriting, due diligence, and closing. He has been buying apartments for the last 10 years, and his first company purchased and self-managed over 3,400 units in 10 different markets. After selling his shares, he partnered up with Michael Blanc and Drew Kniffin to help expand Nighthawk Equity.
Ferd Niemann knows what it means to work hard. He obtained a law degree while working full-time, was the youngest county appraiser Kansas City ever had, and has worked two jobs at once for most of his life, including as an investor, operator, broker, lawyer, and podcaster. Most importantly, he has had fun doing it and is still excited to do more. Ferd’s current niche is mobile home park (MHP) law. There is a lot of hostility around MHPs and each year, more are being redeveloped or destroyed than are being created. Despite this, the industry is almost recession-resistant and when the COVID-19 pandemic began, sales of MHPs skyrocketed. In today’s show, we discuss the different types of MHPs and the important elements to consider when doing due diligence on MHPs, why Ferd believes that investing in real estate is a good long- term plan, his concerns around possible policy changes that could be implemented by the new government, and how he thinks that will affect the real estate sector.
Making an investment during a pandemic can be an unnerving experience, especially for the novice investor. Yet, with a little preparation and confidence, you can create considerable wealth where other asset classes might not be able to. Today, we sit with David Kamara, Founder, and investor at Cape Sierra Capital. From humble beginnings, David came to America with $1,000 in his pocket. Now, he keeps an eye over $25 million worth in assets. We open the show by hearing more about David’s background, both personal and professional and discover how he committed himself to the real estate industry full-time.
Your relationship with your broker is one of the key pieces of your success in real estate. Our guests today, Jacob Weaver and Brandon Byrne, founders of the Weaver Byrne Group, join us to talk about this crucial connection. In this episode, Jacob and Brandon unpack the role that a broker should perform in finding the best deals for you. They should be playing to their strengths, building relationships with developers and lenders, and doing market research, so that you, as an investor, can do what you do best.
Focusing on your mindset may be an integral part of achieving success in the real estate business. What we tell ourselves, that inner dialogue, is so important because that is what will lead to our reality. You need to focus on having a positive intent in your mind when you approach people in order to network or build relationships; if you have good intentions, you will attract good people and your external is a reflection of your internal. This business, as we know, is all about who you know!
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Today we sit with Eric Johnson, a lending expert who operates Shoreside Realty Finance, a lending company providing investors with streamlined financial services that emphasize strong execution and integrity. To kick off the show, Eric tells us about his professional background and how he got into the lending space. After hearing about his experiences in Los Angeles, we find out more about the niche he found himself in — helping investors grow their portfolios and analyzing the process. As our conversation continues, listeners will benefit from hearing Eric explain various debt strategies, namely fix and refi; fix, refi and hold; and five-plus. With virtually every market affected by the COVID-19 pandemic, Eric discusses how there is still opportunity for new investors to break through into the industry.
On paper, it might look simple, but scaling a business is filled with subtle nuances that can make or break your journey. Today we sit with real estate expert Hemal Badiani, who opens up his playbook for success just for our listeners. To date, Hemal has experience in providing management consulting services to several Fortune 100 companies across three continents and has created a portfolio of business which includes an outsourcing company and a private lending firm. After hearing more about his professional history, Hemal shares some of his best insider tips on how to scale your business. He pays special attention to setting goals to keep yourself accountable; envisioning a timeline to break down your journey; adopting flexibility; turning left when everyone is going right; and picking the right partnerships.
Food for thought — which tenant would be a better value-add for your real estate business? Residential or commercial? Today’s guest believes that residential tenants often destroy your place and commercial tenants actually improve it on their dime. Today we welcome Ash Patel onto the podcast. Ash had a 15-year career in IT then got hit with the real estate bug. He had a pivotal moment that convinced him to focus on nonresidential commercial properties. Ash has since invested in retail, restaurants, strip malls, mixed-use, medical, and office retail space.
Impact investing means making sure that what you are investing in not only generates a profit but also benefits other people as well as the planet. As Camilla Jeffs explains on today’s show, making a profit and having a positive social and environmental impact are not mutually exclusive and she offers examples of ways in which both of these elements of impact investing can be achieved. In this episode we also discuss Camilla’s transition from having only her husband as her business partner (and involving their kids in the DIY) to being part of a whole team, and how this change has been very rewarding.
When doing a 1031 exchange you have to keep in mind the risk of the real estate market impacting the value of your new property, or the risk of not being able to get your income stream from that new property. With an intermediated installment sale your assets are liquid and you are investing and diversifying in many different sections of the market. Our guest today, Kim Dyer, is here to explain the concept of an intermediated installment and the benefits behind it. Kim is a financial advisor and co-owner of Keystone Capital Management Group, LLC in Glendale, Arizona.
There are a plethora of complexities and moving parts which make up the real estate industry and which are very important to understand. Today we are going to discuss a number of these with Mauricio Rauld, who has been on a few of our previous shows. Mauricio has a skill set that is valuable to every syndicator. He is the founder and CEO of Premier Law Group, one of the only premier syndication attorneys in the country who dedicates 100% of his work time to syndications for real estate investors. He regularly travels around the country speaking to real estate investors and entrepreneurs, educating them about syndication and the legalities relating to it.
Due diligence is the cornerstone of making sure you get the deal you deserve. Yet, many real estate businesses are performing their due diligence through archaic means, like outdated spreadsheets, and over email. Today we speak with due diligence and asset management automation expert JD Bates. JD is the mind behind companies like FiveSigma and Noteproz. We open the show by hearing about JD’s professional history, and how a freelance career opened up a world of opportunity in the tech space — more specifically — the real estate tech space.
Despite being comfortable in his W-2 job, Kevin McGrath would go home with a pit in his stomach and the knowledge that there was something else that he wanted to be doing. After building up the courage, he leaped into full-time investing. A Principal with Cardinal Industrial, today we speak with Kevin about his investing journey as he shares insights into industrial real estate. Early in the show, we explore his background before discussing the industrial space. Reflecting on the pandemic, Kevin talks about how resilient industrial real estate has been. He then dives into how the rise of e-commerce is increasing the demand for industrial space, further bolstering the resilience of his niche.
Financial markets are driven by two emotions: fear and greed. Greed pushes the markets to go up and fear pushes them to go down, and because fear is most often the stronger emotion, it often is the reason why markets go down much faster than they go up. Today our guest is Tracy Hubbard. Tracy is a real estate investor and syndicator, professional ForEx trader, and serial entrepreneur, having owned and operated six companies across various industries. Because of Tracy's extensive experience in the global interest rate and currency markets, he brings a unique advantage in his understanding of how global interest rates can affect cap rates, and financing rates, giving him the edge to position his investors for the coming years.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Storytelling may not be the first thing that comes to mind when thinking about growing your real estate business — but it really should be. Your personal story is your number one marketing tool. Our guest on today’s episode is Jimmy Nelson. Jimmy is also known as Coach Jimmy. He has been a high-performance business coach for over a decade and is uniquely skilled in helping his clients to seamlessly connect their personal stories to their product or service, creating a strong ‘know, like, and trust’ factor.
Mitigating risks to ensure the best possible ROI — are you a risk-taker or a cautious risk avoider? If you find yourself more on the cautious side, our episode today will give you a lot of encouragement. Our guest on today’s episode is DJ Hume. DJ purchased his first home at 22 years old and he quickly learned how to redo a bathroom and kitchen with no past experience. Over the next 4 years, he continued to purchase more single-family rentals before moving on to multifamily at the age of 26. He has since scaled his portfolio by partnering with like-minded people across the country.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
The 1031 exchange is a tool that everyone needs to have in their arsenal or in their toolbox. Welcome back to another episode of the Real Estate Syndication Show! Today our guest is Greg Lehrmann. Greg is a double board-certified real estate attorney, who has devoted his last 26 years to helping commercial real estate investors and brokers complete 1031 exchanges. He is here to show us the most positive surprises about 1031 exchanges. The information Greg provides is absolutely critical to everyone in the commercial real estate world and we are thrilled to have him on the show.
The real estate business is heavily reliant on relationships. All different kinds, and these relationships, no matter the weight they carry, need to be fostered and cared for in order for you to achieve success. When it comes to relationships with brokers specifically, you want to focus on achieving their trust and respect. Today our guest is Brian Kochendorfer, the Managing Member of Arc Equity Group, a Chicago-based real estate investment firm specializing in acquiring and operating apartment properties in the Midwest. Brian is a general and limited partner in over 950 apartment units with a total value of approximately $70,000,000. He has 14 years of experience as a commercial real estate broker and has been involved in over $700M in real estate transactions throughout his career, primarily in multifamily.
Sometimes, it takes finding yourself in a situation where your back is against the wall, with no other options, and you are forced to have to make a decision for yourself. You have a choice — to crush your limiting beliefs or let them crush you. And when you find yourself in such a place, that is when you will truly know whether you have it within you to get it done, or not. Our guest on the show today is Oscar Buendia. He and his brother German are making it happen in real estate investing.
Never underestimate the power of an introvert. Matthew Pollard (“The Rapid Growth Guy”) not only built five multi-million-dollar businesses from the ground up but has also written two books aimed at helping others reach their dreams. Matthew fell into the sales world by accident. But from day one on the job, he decided that he wasn’t going to leave anything else in his career to chance and started learning and creating sales systems. These have been hugely beneficial to his business ventures (and will be hugely beneficial to yours too!). In this episode, Matthew shares with us some of the key insights that he explores in depth in his books, such as; the importance of finding your niche and creating your own unique identity, strategic networking, and the value of using storytelling to engage with potential clients or customers.
Many value-add strategies neglect the importance of working with a good contractor from the outset. Ira Singer is the owner of Mosaic Construction, and he joins us today to talk about why this is a mistake. Mosaic Construction is a full-service design-build firm specializing in commercial and multifamily renovation. In our conversation with Ira, we discuss what a good renovation should look like and the need to work with design-build specialists before construction on a value-add commences.
2020 showed us just how crucial diverse investments are. If you had all of your eggs in one basket, you likely suffered some great upsets. Avestor is a platform that allows accredited investors to build a custom real estate portfolio by allocating capital into "slices" of real estate deals, and its co-founder, Badri Malynur, joins us to share insights into how it works. In this episode, Badri explains how the platform simplifies real estate investing and offers an opportunity for diversification.
As we reflect on the year 2020, there are so many different circumstances and results of the pandemic. Here on the show today to talk about the 1031 exchange that he and his company conducted during the year, is Omar Ruiz of LeRu Investments. Omar explains the early part of the deal, that occurred during 2019 and how this all bled over into 2020, and eventually meant having to see through the intended 1031 exchange in the uncharted waters of a global crisis! Omar explains how this complicated things in some ways while actually benefitting the deal in others, and we get to hear from our guest about the important steps he took and how they kept the deal on track.
For years mobile home parks weren’t the places real estate investors were interested in. But in today’s climate, this asset class is becoming an increasingly rare breed with more and more investors sniffing out opportunities wherever they can find them. Today we speak with a mobile home expert who has been in the game for 15 years. His name is Jonathan Tuttle, a Fund Manager at Midwest Park Capital. We open the show by hearing how the pandemic has affected Jonathan and his business.
With no experience and no money, former sommelier Anthony Metzger put together a syndication that made his first deal happen – a 218-unit apartment complex, located 800 miles from his home state. In this episode, Anthony shares his story. Learn how you can start your real estate investing career with a big deal, just like Anthony did, and discover the steps he took to make it happen by doing his research, finding a coach, and adding value for his partners. Staying motivated was a huge part of his journey, as was building relationships and doing his due diligence.
Good underwriting is the bedrock of any successful deal, but if there are cracks in that bedrock, your deal could go wrong. Today we talk to someone who lost everything and got it all back. His name is Garrett Lynch, and he has been buying apartments for the last decade, learning key skills along the way. Perhaps the most valuable skill he has learned is underwriting. Before we get into some of the more pertinent details about underwriting, we open the show by hearing about Garrett’s history in real estate and some of his experiences in D-class properties.
Creating a profitable business is a challenging task for entrepreneurs and working hard and knowing what to do might not be enough. Instead, working smart and your ability to execute good plans are your most vital tools. Today we sit with the founder and president of the Massimo Group, Rod Santomassimo, who reveals the secrets behind his business success. Rod, along with his coaching company, helps independent contractors, solopreneurs, and small business owners work toward and achieve realistic goals. We open the show by hearing about Rod’s professional background, touching on how he helps his clients generate profits and create well-oiled businesses.
How are 1031 exchanges are important to multifamily syndicators and passive investors? This is a question that so many have, and one that today’s guest on the show can answer. Reuben Goldbaum is the CEO at CG Commercial Realty, where he works to help real estate investors buy and sell commercial properties, specifically helping those in 1031 exchanges. Prior to opening CG, he was responsible for sales and onboarding clients for Riverside 1031, a nationwide qualified intermediary.
Today’s guest is no stranger to adversity. In the early 2000s, Michael Ealy lost everything – his car wash business, his rental properties, even his own home. Broke and with bad credit, Mike had to get creative and hustle and, just four years later, he succeeded in becoming financially independent. Today he owns over 1,200 apartment units and has 5,000 hotel keys under management. His book, From Broke to Millions, documents how he did it and, more importantly, how you can do it too. In this episode, we hear from Mike, President and CEO of Nassau Investments and multifamily investor, about how he has persevered during COVID, not only surviving the pandemic but making it an opportunity to thrive.
If your local market becomes unfavorable to invest in, it is important to have the skills required to analyze deals that are further afield. With a background in tech and a mind for analysis, Tim Vest has developed a few solid techniques for assessing new markets, and he joins us on the show today to help us learn more about them. We start off hearing about Tim's journey in real estate and the different markets he is currently invested in. He talks about the effects that COVID is having on real estate, causing investors to pull out of the northeast and bring their money into his local markets in Charlotte and South Carolina. Since prices are becoming so high in his backyard thanks to these movements, Tim has had to look elsewhere, and we take a deep dive with him into how he assesses new deals and markets to invest in.
Often times we get hung up on making choices that lead to change because we inherently believe that we can’t. We need someone to give us permission, however, you do not need permission to make decisions to better your life. Our guest today is here to give you that encouragement you need to take the incremental steps to get you where you want to go. We welcome Phili Yarusi to the show today. Pili is a loving mom whose goal is to spread Aloha by showing others how to live a fit and rich life. Pili is a co-founder and operator of Yarusi Holdings, LLC, a multifamily investment firm with her amazing husband and partner, Jason.
This is the episode for passive investors who want to make smarter investments in syndicated commercial real estate, specifically multifamily, and today’s guest is James Kandasamy, who has the insider secrets! Since establishing Achieve Investment Group, LLC in 2015, James has syndicated nine large apartment complexes, totaling 1,700 units, and has grown his portfolio to more than $130 million. His pragmatic skills in solid communication, interpersonal, analytical, and organizational leadership skills as well as his deep-rooted background in real estate investment are what makes him unique. With over six years of experience in real estate and more than four years in multifamily acquisitions and asset management, James harnesses his experience to drive to offer clients firsthand vertically integrated services and multi-family investment funding off-market deals, asset, construction, and property management.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Scaling your business is not just about expanding your portfolio; it’s also about growing as a person. New deals bring new challenges you have to overcome, and by pushing through, you will come out better on the other side. Today's guest, Mark Davenport of Levare Properties, joins us to talk about the importance of getting past fear and self-limiting beliefs so that you can scale and succeed. In this episode, we talk about the transition Mark made from a music career to real estate investing and why jumping in rather than planning perfectly is often the best decision. Mark shares the details of a 12-story building he bought in February, just as the pandemic was starting to take hold.
It is hard to believe that this is the 800th episode of the Real Estate Syndication Show. We are so grateful to all of you for joining us on this journey so far. We certainly could not have reached these heights without an incredible team. In today’s episode, host, and founder of Life Bridge Capital, Whitney Sewell, provides insights on how he has managed to surround himself with the best people possible. When Whitney started researching to see what it would take to get a podcast off the ground, he noticed that everyone he spoke to was doing everything themselves! Because he wanted to produce a daily show, he knew this was going to be impossible without a team.
Often times, your own personal limiting beliefs can stand in the way of you attaining success. For each of us, they are unique to our own situation but it is vital that you pivot your mindset, and start believing in yourself. Our guest today went from a full-time W2 job and took the leap of faith to go into real estate full-time — in the self-storage sphere. In this episode, we welcome guest Zach Quick, Zach is a Christian, husband, father, and self-storage investor located in Northwest Arkansas. Zach and his wife built up a residential portfolio of 28 units before pivoting into self-storage full-time.
The world of real estate is multi-faceted, and deciding where to invest can be a complicated process. Jyoti Yadav, an engineer turned research analyst, has a wealth of knowledge in this field, and we are very grateful that she has chosen to share some of it with us on the show today. Jyoti explains in detail the issues that are currently being experienced in the retail and hotel spaces and why the industrial space is booming. This is largely (though not entirely) due to the COVID-19 pandemic, which has dramatically altered our lifestyles and, in turn, the entire real estate sector.
What if there was a way to triple your income without adding to your overheads? Following up is a simple gesture that is oftentimes overseen or ignored. Yet, it’s this basic function of business that can generate levels of income you would never have expected. Today we speak with Robert Syfert, an innovator in the real estate industry and software genius. We open the show by taking a look at Robert’s professional background and how it laid the foundations for his current businesses. After hearing about how Robert’s history in sales prepared him for the world of real estate, he goes on to share the value of following up with clients. We then hear about the different ways you can get in touch with clients, through mediums like email, text, and even ringless voicemail systems.
When you hear the term energy efficiency in a real estate context, do you know what to look for? Would you know where to start implementing changes to reduce your energy bill? When you hear the word “energy”, you need to think of the bills you will be paying in perpetuity. There are many strategic ways you can look at your utility bills, and in today’s episode, our guest will shed some light on where you can start. Today on the show we welcome guest Dave Holman. Dave never aspired to be a landlord, but he now co-owns 15 buildings from single-family homes to multimillion-dollar syndications in the great state of Maine.
The pandemic has been a turbulent time for many, with many parts of the global economy feeling the effects. But even in such uncertain times, there is still opportunity — you just have to know where to look for it. Returning guest, Mike Zlotnik believes that as terrible as COVID-19 is, it has presented us with opportunities we need to take. We open today’s show by exploring a topic that is trending in real estate — redevelopment. But first, we take a brief look at Mike’s professional history in information technology, funding, and real estate. Mike then explains the kinds of real estate opportunities that COVID-19 has presented, focusing on the affordable housing market and hotel conversions.
There’s a Chinese proverb that says, “The best time to plant a tree was 20 years ago. The second best time is now.” Having purchased 36 units before reaching 25, Nathan Milazzo proves that you’re never too young to start your real estate journey. We open our conversation with Nathan by diving into how he discovered the industry in high school. Beginning with a live and flip, we then touch on Nathan’s investing highlights and how he overcame his first pain points. A key theme throughout the episode, Nathan emphasizes how living frugally has put him in a strong position to grow his portfolio. He shares insights into how he financed his deals and how his mindset and clear vision motivated him to work toward his goals, despite his young age.
Our guest on today’s episode finds himself in a unique market space by working towards reducing vacancies through creating pop-up short-term rentals. On the show, we welcome Alvin Cavalier, also known as Coach Cav, the owner of Your Space LLC, a company that manages your spaces, investor relationships, produces coaching programs and outreaches, as well as oversees its investor network. Alvin has been involved in real estate investing for over 10 years and has extensive experience in short-term rental, acquisition, property management, and traditional owner financing deals. As a principal of Your Space LLC, Alvin continues to leverage his organizational leadership experience to create investments in deals for both new and experienced investors.
When you’re in your fifties, you could either be retired or approaching this milestone. The question is: will your nest egg be able to sustain you during your golden years? For Bill Manassero, it was important to create passive income opportunities to secure his retirement. As our today’s guest, Bill talks to us about his experiences entering the world of real estate in his fifties, and why it’s never too late to make an investment. We open the show by taking a look at Bill’s professional history and how he made a segue into property and syndication. After hearing about his missionary endeavors in Haiti and his team of real estate investors, Bill walks us through his first investing steps.
It’s intimidating to make the leap from smaller property investments to syndicating large apartment buildings. First-timers often find that raising capital is their biggest challenge. Today we speak with entrepreneur and investor Justin Elliott. Justin shares his top lessons from his first deal, helping listeners to avoid beginner mistakes and more easily raise capital. We open our conversation by exploring why proficient underwriting is such a foundational step when moving into syndication. Justin then dives into how mentors add to your credibility when raising capital while also providing invaluable guidance. After finding a mentor and upping your underwriting skills, you still need to find deals. Justin shares how he approached property managers to source deals before touching on why building relationships is the key to taking your business to the next level.
What were you doing when you were 23? Hersh Rai and Nicholas Vu are exceptional examples of what you can achieve if you have a passion that you are willing to dedicate yourself to, no matter your age. They are fueled largely by one another, as well as by the inspiration they draw from their immigrant parents who overcame many hardships while building their lives in America. Hersh and Nicholas have both graduated from the US Naval Academy, are pursuing Master’s degrees at Purdue University and are well on their way to completing their first deal as multifamily real estate investors.
The year of 2020 has posed obstacles to many of us, no matter what business we are in. Charles Seaman of Three Oaks Management returns to the show today to talk about the deal he has been busy with since late last year, and how he and his team have managed to ride out the uncertain waters of the pandemic. We get to hear about the background to this deal and how Charles approached things before the world changed so drastically in March 2020. From there, Charles unpacks the steps in the process that characterized and defined the success of the deal. We talk about financing, extensions, negotiations, lessons learned, and more! Charles makes a point to emphasize the component of underwriting and how this can be leveraged for best results during this year or any other.
Our guest on today’s episode is Frank Patalano. Frank was originally a full-time teacher with a part-time job, working seven days a week. He gradually started investing more and more into real estate. As he continued to grow and take risks, he eventually left his teaching job to manage his portfolio full-time. He is passionate about finding creative investment opportunities through real estate and enjoys helping his friends safely create passive cash flow so that they can become financially free and leave work before a designated retirement age. He is a full-time real estate investor who has primarily focused on buy and hold residential investing.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Vacant units, low rent, and instability — these are the opportunities that Terry Hale is on the lookout for. As today’s guest, Terry tells us about what it means to reposition a property. We open the show by taking a look at Terry’s professional history and how he first got into real estate. After hearing about the path that led him to become an active investor, trainer, and CEO of a private commercial real estate firm, Terry takes a few moments to tell us about what goes into good repositioning. While sharing big and small details on what you should look for, Terry touches on location, pulling in cash flow, and creating dependable structures. We then dig deeper into Terry’s niche.
Today’s guest on the show is Ryan Narus, a mobile home park owner and Co-founder of the Archimedes Group, LLC. Ryan is a double graduate of Wake Forest University with an undergraduate in Psychology and an MBA. Frustrated with the golden handcuffs of corporate America, Ryan set out to build a portfolio of mobile home parks, but here’s the thing, he started with nothing. No money, no network, and no experience. He found creative ways to make money while he scaled his business up and, fast forward five years, Ryan now owns and operates 15 mobile home parks spanning more than 1,400 units.
The development side of real estate investing is not often viewed as the easiest way into the business. Our guest today, Darin Davis from Presario Ventures, offers a slightly different perspective on the topic, and he talks about how he and his company shifted the model to suit their needs as well as their clients. We get to hear from Darin about his venture into real estate and the first steps he made with his partner, which eventually grew into their current business. We talk about pursuing the different asset classes and why Darin has found a good fit in multifamily before looking more deeply at the lessons Darin took from his early deals.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Raising your first million can be tough, but with the right track record and a healthy network of investors, you’ll get to the finish line in good time. This is a lesson that Joe Robert learned during his years in the game and he joins us today to share more about his journey. In this episode, we talk to Joe about the many sides of real estate he is involved in, his approach to raising capital, the tax benefits of being a Puerto Rico resident, and a whole lot more! Joe started real estate in 2001 at the age of 19 and has invested in over 100 residential properties and 40 commercial properties since. He is also involved in note investing, having acquired over 2,800 residential mortgages over eight years. Our discussion with Joe begins with a story about how he got into the game, and he highlights the value of his experience in the contracting industry, his first purchase, and the challenges involved.
Do you feel like you have less time for yourself? Are you being paid what you should be? Does financial freedom sound enticing? These are some of the questions Pam Scmardo asked herself ten years ago. For her, answering these questions was a career pivot away from mechanical engineering and into multifamily syndication. As today’s guest, Pam shares her greatest tips and insider scoops while busting top real estate myths. We open the episode with a glimpse into her professional background and what led her to such a dramatic career change. As Pam explains, her early days in real estate were also her most defining, and set the tone for the success she enjoys today. You’ll hear about why it was important for her to have a good support network, and why finding a mentor was a game-changer.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Today, our guest is Jack Krupey. Jack has been investing in real estate since 2001 and is part of a large PE fund, purchasing distressed mortgages since the 2008 crisis. During that time, he was also personally investing as a limited partner in various syndication deals. He recently launched his own Reg D fund, the diversified real estate fund focused on aggregating capital to provide investors a diversified investment into multiple syndications with a diverse portfolio of multifamily and various markets with a select group of experienced and well-qualified operators. We dive into a relatively lucrative market as Jack talks us through the fund of funds sphere of real estate investing.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
The lending game has changed, and how you approach it could define your success. The key to this is understanding lenders, performing due diligence, and setting realistic expectations. Today we talk with Kevin Riordan, a veteran of commercial real estate, about how institutional investors view up-and-coming sponsors. We open the show by taking a look at Kevin’s professional history, diving into his experiences in mortgages, mezzanine debts, and CMBS. Kevin then walks us through the topic of lenders, dissecting the different types of lenders, and telling us what their functions are.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Today Whitney is joined by Nicholas Lee, who helps business owners earn more and work less with his unique perspective on goal setting and finding motivation. Nicholas talks to listeners about his career background, and the many courses he had to take before he figured out that what he needed was not another course but a different point of view on goal setting. When he began focusing on the person he wanted to become instead of just doing the ten steps and reaching the goal, his life and business changed.
The relationship that forms when you take someone else’s money and invest it for them is pretty special. When everything is on the line, people tend not to care about how much you may know, until you have demonstrated how much you care about them as people. Our guest today is passionate about caring for people and their investments. He believes that you constantly have to maintain a strong mindset, and sharpen your focus.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
In today’s world, there are countless different applications available to use. However, the challenge to some might be finding the right one for your company goals and your team. To find what best suits you, it is important to start with defining your process. Our guest today is Chris Levarek. Chris is a former firefighter in the United States Air Force and a graduate of Arizona State University. Chris holds an information technology leadership role in the banking industry, and is a full-time real estate investor, managing partner of Valkere Investment Group.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
We often take for granted what it truly means to wake up every day, put on your shoes, and get yourself ready to grind all day long. However, one thing is for sure; extraordinary effort can only lead to one thing, and that is extraordinary results! Our guest on today’s show is Corey Woodruff. Corey is the President and CEO of CMH Capital. After investing in mobile home parks on the side for four years, Corey was able to leave his six-figure job at the age of 30. He now owns over 700 lots with 400 lots set to close in two months.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Success is different for everyone. To Dan Rochon, it’s just a perception, but one that’s worth pursuing. A real estate expert and author, today Dan shares his story, along with the techniques that he’s used to achieve success. We open the conversation by exploring Dan’s troubled past and how he made his transition into real estate before we talk about studying top entrepreneurs and emulating their success. He tells us about his process of studying success by firstly identifying mentors, looking at their environments and what they do on a daily basis.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
The way to grow your leads as a real estate investor without having to work continuously is through evergreen marketing, and Trevor Mauch joins us today to share some secrets about this strategy. Travis was on the show just before COVID and we start our conversation hearing about how Carrot, his excellent lead generation business, has been doing in the subsequent months. After a short dip, things have returned to normal for Travis and he maintains that it is all because he doubled down on marketing where other people were tightening their belts. For Travis, marketing is all about becoming an authority in your space, and he compares two ways of doing this: ‘Hamster wheel’ marketing versus evergreen marketing.
Everyone’s playing this game where they are constantly exchanging their time for money. They are throwing their energy in there, but they forget that their talents are also a crucial part of their life. Ultimately, we have four resources in life, however, most people believe they only possess three, which are — time, money, and energy. But as soon as we realize that you can make use of your talents as a fourth resource, you can begin to strategically leverage them to allow you to do immensely and tremendously more.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
If you are comfortable enough in your own shoes to persist and continue to move forward, always doing your best to do the right thing, you will find success. It may not be a flawless road but you will always find success. To become successful in the syndication business you have to learn to be genuinely and completely comfortable with being uncomfortable. Our guest on today’s episode of your daily Real Estate Syndication Show is Justin Richards.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
According to statistics, approximately 10,000 baby boomers are turning 65 every day, which shows a projection of moving towards a high deficit in senior living spaces. Luxury senior assisted living is a new asset class, or niche, that our guest on today’s episode is exploding into. Vinney “Smile” Chopra, the founder and Chief Executive Officer of three companies and President of two, came to the United States with $7 in his pockets. He has over 35 years of Real Estate experience and 15 plus years of Multifamily Syndication Investing and Managing experience, including overseeing the management of $220 Million in real estate assets.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Establishing your brand as a syndicator may not be the first step you focus on. In fact, you may not even regard it as something necessary in this business. However, your brand is your true north. It's your mission. It's the vision that guides you through every decision, every choice you have to make, and there's risk in not defining your brand. It can help you stand out amongst a sea of other syndicators, it can assist in securing new and repeat investors, and it can also help to secure your trustworthiness and credibility.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
This interview with real estate expert, Max Keller, is full of interesting stories and valuable advice, from beginning to end. Max went from teaching math to selling real estate to writing books (despite being a dyslexic who only got into reading as an adult). Although he had hard times along the way, he has thrived in all three areas, all the while remembering to have fun and placing a big emphasis on helping others.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
The modern business world is on a fast track to total virtualization. With an increase in remote working and cloud-based computing, we are exposed to an unprecedented number of cybersecurity threats. As data disaster and Gillware Data Recovery CEO Brian Gill explains, the only solution is for us to become, counter-intuitively, more inefficient. With over 20 years’ experience in the industry, Brian’s latest ventures in the IT space involve digital forensics and eliminating the ever-evolving threat of cybercrime.
What if you could achieve more with half the manpower? Today’s guest is Megan Brown, and she specializes in streamlining businesses using automated software and the scientific method. We kick things off by taking a peek at Megan’s professional history, and how she transitioned into the marketing scene. Saturated with artistic minds and creative firms, Megan looked at marketing through a different lens centered around identifying the right key performance indicators. As our conversation evolves, Megan walks us through various methods that have helped her generate more leads and create a successful business. Listeners will hear about the value of Customer Relationship Management, and how she tailors automated software to help manage clients and appointments.
In this episode, Whitney talks to Daisy Serrano, a limited partner in 253 units in Texas and a leader of the Women’s Real Estate Network, who, together with her husband, has been making waves in the multifamily space. With a background in international education and counseling, Daisy never imagined that she would become captivated by the opportunities in real estate, yet she found herself falling in love with the industry as she got more exposure. Ever since committing herself to learn all there is to know about multifamily, she has been developing a passion for helping others like herself to discover what real estate investing can mean for their financial freedom now and later in their lives.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Delaware Statutory Trusts (DSTs) are a tax deferral tool that not many investors know about, despite how useful they can be when it comes to deferring capital gains tax. Here to shed more light on the topic is Justin Kiehne, a financial advisor at the Fortitude Investment Group. We kick the show off with a look at DSTs, why they were created, and some of the benefits that they offer. We then learn about how they work in conjunction with but are different from 1031s, another method to defer capital gains tax.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
There is no better time than right now to start making your dreams come true! Today we are joined by Megan Stafford who, from very humble beginnings, is now the CEO of real estate investment company, Dreamy Capital. Megan’s learnings from her small-town upbringing, as well as her daily routine, are what helped her get to this point - and she shares these lessons with us today. This episode offers advice that anyone who has a dream needs to hear. Megan’s story will inspire you to get started with whatever you feel passionate about and will remind you that failures are inevitable and important!
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
While your real estate career may seem to be booming, there might be trouble on the horizon. As the saying goes, “You don’t know what you don’t know,” and without consulting the right experts, you may be overlooking issues like having no liquidity despite being real estate rich. Today we speak with Christopher Mills about common issues that you may not be aware of and how you can make the transition from active to passive investing. As a financial advisor with investing experience, we ask Chris about who his ideal clients are. His answers highlight the role of financial planners in developing retirement and investing strategies. After sharing details on shifting to passive investing, we dive into issues that investors face — and how you can avoid them.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Across the country, mobile home parks are an attractive investment, which is why it’s important to be able to create value from a distance, by increasing occupancy and bringing in new mobile homes in parks nationwide. Today’s guest is Tristan Thomas, a mobile home park investor who parlayed a few thousand dollars into a life of financial freedom. He now works with Open Door Capital LLC as a nationwide infill manager. Since 2018, he has personally acquired over 55 units, including a mobile home park of his own, and has been working alongside Brandon Turner and his Open Door Capital Fund.
The process of real estate deals, from start to close, is littered with tripwires and landmines. Without the expert guidance of a few good advisors, you may find your path to success stalled, or worse blown up! Joining us on the show today is Nick Moore, from Capital Law Group of Georgia and he is here to walk us through the most important points in the process, highlighting the pitfalls we should all circumnavigate towards profitable deals. Nick shares a little about his company and the work that he does with clients before diving into the nuts and bolts of today's topic.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
The sheer variety of social media platforms and real estate marketing techniques can seem overwhelming, but this episode focuses on some practical tips and step-by-step advice from an expert in the field. Digital Syndicators founder and today’s guest, Nick Love, has used his skills in real estate marketing to run advertising campaigns with Think Multifamily, Good Egg Investments, Catalyst Equity Partners, and Best Ever Real Estate by creating, implementing, and managing their specific marketing strategies, including social media. At just at 23, Nick has helped raise over $10 million for his marketing clients, and purchased 56 multifamily units himself. Now, he’s launching a real estate investment fund with other team members for millennial accredited investors.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Today’s guest is Andrew Bermudez, CEO of Digsy, a property listing website that exposes buyers to more deals while simultaneously helping sellers and brokers sell more by providing a multitude of intelligent tools. In this episode, we talk to Andrew about his love for problem-solving through technology, the ins and outs of Digsy, and some of the top productivity tips he has used to build such a successful business. Andrew starts by sketching out his journey into real estate and how he applied his skills as a programmer to the firm he worked for, which helped him quickly rise through the ranks.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Risk mitigation is an incredibly important part of any deal. While passive investors may not have direct control of this, they need to understand how operators analyze their deals to prepare for any potential negative outcomes. This is why passive investors must know how to vet syndicators, and today's guest, Hans Box, Senior Direct at Old Capital Lending and Principal at Box Wilson Equity, joins us to share insights on how to see if the operator is right for you. In this episode, we hear Hans's story about leaving his W-2 to go into full-time real estate, the first deal (that nearly wiped him out completely), and how he met his current partner.
Saving on tax can make a big difference to any investor or operator, but getting clear on where these savings can occur can be a little tricky for the best of us. Here to shed some light on this evolving landscape is Terry Judge from CORE Solutions Group, the company he founded to help clients make the most of the tax laws of any given time. In our conversation, he goes through the basics of cost segregation, bonus depreciation, and everything in between.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
The value system that guides Jim Sheils in all his ventures is underpinned by the high level of importance he places on his relationships with others, whether they are business partners, employees, or members of his family. During this conversation, Jim, a driven, humble, seasoned real estate man, talks us through developments, investments, income funds, his career trajectory and the key components to his success, as well as his passion project, 18 Summers, which aims to help entrepreneurs find a healthy balance between work and family life.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Our guest on the show today is Sridhar Sannidhi. Sridhar is a computer science graduate and has worked in major Wall Street firms in IT roles. He’s passionate about business, in his free time, he enjoys long road trips and nature but Sridhar is also doing deals while he continues working full-time. There are definitely a lot of us who can relate to that. During our conversation with Sridhar, we will be hearing more about his story and how he manages working full-time while being a passive investor in multi-family and commercial real estate.
Kathy Fettke and her husband, Rich, are the dynamic visionary-integrator duo behind Real Wealth Network, a flourishing real estate development company which is not afraid to break the mould. On today’s show, Kathy talks us through the unprecedented success her company has enjoyed in 2020 and why the changes to the real estate market brought about by the COVID-19 pandemic have made her grateful for her choice to stick to single-family developments.
At its core, branding is about how you make people feel. Sure, there are the physical aspects of your brand – your logo, your trademark colors, your website – but at the end of the day, as Jeff Bezos says, “Your brand is what people say about you when you’re not in the room.” Today’s guest is Sharon Vornholt, who is a marketing and branding expert, real estate investor, coach, and podcast host, and the owner of Innovative Property Solutions in Louisville, Kentucky. She began investing in 1998 and was originally a rehabber and a buy and hold landlord. When the market crashed in 2008, she became an “accidental wholesaler,” and today her passion is empowering and educating women who have an interest in real estate investing, and teaching other real estate investors how to succeed in this business.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Bailey Kramer is a highly motivated, self-starting individual who joins us on the show today to discuss some of his key tips for success. Bailey’s field of expertise is multifamily real estate and he shares with us how he built a name for himself in this industry from scratch. He has found that networking has added the most value to his professional life, as well as a healthy morning routine, both of which are explored in more depth in this insightful conversation.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Although the real estate business has an obvious focus on money and profits, these are not the only thing that investors can gain through working in syndication. Our guest today, Trevor West, explains how his foray into investing has provided him with opportunities to learn, grow, and form meaningful relationships, things he values even more highly than his finances. In our conversation, we get to hear from Trevor about his time in the Air Force, the lessons he brought forward with him, and why the real estate world was so attractive. He speaks about the vital role of management in any real estate success and we also get the inside scoop on how he communicates with potential investors and partners.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
What does it mean to your community when you reinvest? How big is the social impact that it will make? Our guest on today’s show is Ari Sznajder. Ari worked 12 plus years as a marketing executive across blue-chip companies like Hershey and Kraft. He achieved financial independence after doubling the value of an apartment complex in only a year and a half. Ari led the acquisition, raising of capital, and asset management for that deal.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Often in life, we are faced with drastic changes that force us either to adapt or fall behind. In real estate, this period of adaptation is especially key because if you don’t keep up with the market conditions by adapting your business strategy, then you just might lose out on what could potentially develop into a big opportunity. Our guest today is Mark Kenney, a seasoned real estate investor, coach, two-time bestselling author, and founder of Think Multifamily. Mark started in an apartment investing career over 20 years ago as a side hustle, working 80 plus hours a week in the corporate world.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Appreciation isn’t the same as income. And while holding stocks can be a crucial part of having a diverse investment portfolio, in the end, you’re going to need to find someone to sell them to. Today we speak to professional passive investor Jim Pfeifer about why you should focus on deals that generate actual income. We open our conversation with Jim by exploring his transition from financial advising into real estate. Jim discusses how he developed his investing strategy and learned the syndication game by taking action and jumping into deals — even if many of these deals were suboptimal. After chatting about how you can leverage your 401(k) or EQRP account to kick-start your real estate career, we talk about the incredible value that Jim has gotten out of teaching others about syndication and passive investing.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
The great thing about being in the development business is that you get to bring your ideas to life. You get to improve your back yard and you get to be a part of the growth of your city with your designs. Essentially, you are playing a role in the act of breathing life into your community. Our guest today is Shannon Robnett, a passionate real estate investor who has done plenty of projects but always wants to learn more. He has been in the real estate industry for over 40 years and has been a builder and developer all his life. Shannon has been involved from start to finish on over $2 million in construction projects covering the gamut from multifamily, professional office buildings to City hall's, fire and police stations, schools, industrial and mini storage.
Acquisitions may often be the hardest part of starting your syndication business, and without determination and relentlessness, you may never get to where you want to go. Our guest today is known for his relentlessness and discipline. He has worked incredibly hard and it has definitely paid off. Welcome back to another episode of the Real Estate Syndication Show. Our guest today is Chihiro Kurokawa. Chihiro is a real estate private equity investor focused on multifamily.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
There are many foreign investors with deep pockets who want to invest in American real estate but who face many barriers to do so. That’s where you can come in. Today we speak with a commercial broker, Terry Yonker about how you can break down these barriers, build trust, and become a foreign investor's go-to person. A profound insight, Terry talks about a common first barrier — that the American real estate landscape is incredibly transparent.
Great leaders and successful business owners don’t play the blame game. All it takes is a simple mindset change to focus on a solution-oriented approach to resolve problems. Today’s guest is Tyler Deveraux, who is all about mindset, visualization, and finding solutions within his control. Tyler is an entrepreneur and the Co-Founder and CEO of The Multifamily Mindset. With a passion for real estate investing, internet marketing, and social media, he currently lives Maui, Hawaii, and has been investing in real estate for over 14 years.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Zack Boothe went from cleaning windows to earning $1.2 million in just his third year of business as a real estate investor. Despite his this extraordinary achievement, Zack maintains he isn’t the exception, and it’s now his mission to share how he was able to achieve such success and to inspire others to take control of their financial lives. In this hopeful and inspiring episode, you’ll hear Zack’s story, his inspirations, biggest lessons, and best tips. We start off with his childhood and talk about how his father’s tough style of parenting has made him the man he is today and gave him the fire inside to be a self-starter, and to take charge of his reality. From an early age, he learned how to operate in business and make sacrifices to achieve success.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Sometimes making a success out of real estate isn’t about closing large-scale deals. Instead, success can be made from the sum of marginal gains. Our guest today is Emma Powell, a supermom who doubles as a real estate superstar. By making small, everyday steps, Emma has accumulated 92 units in just two years, and she believes it is down to one simple recipe. In this episode, we look at her key ingredients and find out why they work so well. We kick things off by taking a look at her history in real estate, and how she broke into the industry.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
It’s not something everybody likes talking about, but sometimes we need to have a conversation about mortgages. For Sherman Arnowitz, this simply isn’t the case. Instead, he sees distressed mortgages as an opportunity to make a great income and to actually keep people in their homes instead of kicking them out. As our guest today, Sherman has more than 25 years of experience to his name and has been buying, selling, and managing distressed mortgages under his company Keyhole Financial Services. In this episode, you’ll hear about Sherman’s peculiar entry into distressed mortgage investment, having received loan returns from an estranged friend some 15 years later.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Being laid off is usually viewed as a turbulent and unpleasant experience. Our guest today, Sonya Rocvil, joins us to tell her story of turning the loss of a job into an opportunity! With a positive attitude, a desire to syndicate, and the support of her family, Sonya was able to make an amazing transition from working in finance into the space of multifamily real estate, something that she had been attracted to for a long time.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
We find ourselves in the middle of a pandemic and a highly turbulent year, the kind of instability that good planning can go a long way in easing. John Stoj, financial planner and advisor, is here on the podcast today to talk about his work helping clients make better decisions for their future. After working on Wall Street and starting a sushi delivery business, John made another pivot into the advisory space in order to help more people and spread useful information on how to secure their finances with good investments.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
From studying geology to becoming a multifamily veteran, today’s guest has enjoyed a successful career in real estate. After C. Gordon Moose graduated, he couldn’t find a job as a geologist, and made the transition into sales, and eventually mortgages. That was until he started buying properties himself. Moose entered the industry with little focus or direction but turned it all around to create a fruitful 30-year-and-counting career. To Moose, it was simple — all he had to do was change his mindset. He looked back and asked himself where he was successful and the answer is: when he was focused. In this episode, you’ll hear about Moose’s methods for success, drawing on exercises to help you find clarity, and using acronyms to assist you to work through problems pragmatically. The driving force behind all of this, says Moose, is a mental muscle called willpower. Making use of this mental muscle will help you establish desired-based focus.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Being laid off from his job should have been a moment of crisis for Sakar Kawle. Instead, he took it as an opportunity to take control of his own destiny, and that’s exactly what he did. As today’s guest, Sakar walks us through his entry into real estate, talks about his successes, gives his thoughts on the current climate of real estate, and shares valuable tips on multifamily and syndication. His journey began in the late '90s, watching infomercials on TV which triggered him to take action. After finding success with his first property, he began multiplying the number of doors he had to his name, buying up to a dozen houses a month.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Nurturing relationships with clients, agents, and property managers is a huge part of building a successful real estate business. From the development side, it is also important to nurture relationships with city councils when working on big deals, and this has its own specific set of challenges. Today’s guest is Niccolo Mastromatteo, a commercial real estate developer. He started out as a commercial real estate investment sales broker at Freedman Real Estate, and he is currently the Principal at Pimpernel Developments.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
The retail space provides an interesting lens through which to view the tumultuous year of 2020. Some cities and states have had huge drops in the occupation of these spaces, however, our guest today, Beth Azor, tells us about the amazing business she has been doing all year! A vastly experienced and bullish investor, Beth has had many successes since diving into the real estate game with a focus on retail spaces. She was initially drawn to the human aspect of retail and enjoyed getting to know the different businesses she worked with.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Depending on their age and where they are in their career, investors have different tolerance levels for risk. Some investors need an option that offers, as Kevin Long calls it, “Safety, Security, and Stability.” Today we speak with Kevin about the unique and highly risk-tolerant investment model that he’s created for his company, Millcreek Commercial. After sharing his career highlights, including working for some of America’s top real estate firms, we dive into how Kevin works with retirement accounts and 1031 Exchange investors. As Kevin unpacks his model, he sheds light on what he looks for in investments and his focus on debt-free properties that are recession-proof.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Self-discipline, like everything else, is a practice. Today’s special guest is Tyler Saldutti, who believes that you can cultivate discipline and a company culture of collaboration, and create your own good luck through hard work. Tyler is the founder and CEO of Prime Realty, headquartered in Jacksonville, Florida. Originally from Chattem, North Carolina, Tyler has worked in all aspects of real estate including acquisition, development, repositioning, and disposition.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
We have brought up the benefits of 1031 exchanges on the show before and today we are taking the opportunity to delve into the subject in a little more depth. Brandon Bruckman from Insight Real Estate Partners is here on the podcast to share his wisdom on the topic, unpacking who the firm works with, their ideal clients, and important considerations for any operators in the space. We hear from Brandon about his unique background and path into real estate investment, and how this has benefited him in the long run.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
The idea of scaling a real estate business can pose some serious challenges to investors and operators. One of the things that can make it more possible and natural is the automation and documentation of the processes of the business. Here to chat with us about these systems and how they can help you grow in the best way, is Heshel Mangel. Heshel tells us about his own journey in real estate and where he is currently at in his career. From there, we get into the steps that have made his swift progress so smooth.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Real estate asset management is essential to successful real estate investing. Most real estate investors do at least a minimal amount of asset management themselves, but larger entities and experienced investors may enlist an asset manager to handle their investment portfolios. Today, we’re talking to an investor and asset manager who has a very hands-on approach in his real estate business. Hadar Orkibi is an international, commercial real estate investor with a focus on multifamily.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
The commercial real estate business has many different specialties. One of those specialized areas is the medical and healthcare sphere. Our guest on today’s show, together with the team at the Health-Pro Realty Group, has helped thousands of medical practitioners, each saves hundreds of thousands on real estate deals.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
When you are thinking about becoming a limited partner on a deal, the best thing you can do for yourself is to learn how to underwrite properly. Our guest for today, Luc D’Abreau has some great tips in that department and he joins us today to share some of them as well as talk about how he is breaking into the general partner side of the game too. Luc is a limited partner in 445 units across two assets in Texas, totaling $36.8 million, has a Master's degree in Engineering from UCLA. and his skillsets include project management, business development, and strategic initiatives. For Luc, the capital preservation aspect of real estate is what drew him to this investment type and we kick things off hearing how he approached the Texas deals before investing in them.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
We often underline the importance of a community and the benefits of a strong network of associates and advisors for real estate investing. This is an idea that our guest, Karen Williams lives and works by. She is the co-founder of Global Investment Alliance, along with her husband, Peter, a previous guest on the show! Karen's role as a facilitator of knowledge acquisition and application is focussed on growing skills and wisdom for different asset classes. She sees their role as personal fitness trainers for investors, holding people accountable, and helping members through the challenging areas of their journey.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Today we are joined by CEO of BetterCapital Bobby Sharma and get to hear about how he has leveraged his gift for networking and technology expertise to excel in real estate. After immigrating to America in 1984, Bobby fell into real estate at age 24 when he got the idea to house hack a property in Riverside. From that point, Bobby worked as a software developer in Silicon Valley, and then decided to become more active in real estate again after the 2010 downturn. He talks about how he started a meetup in his area which now boasts over 5000 members and highlights how important the people side of the business is on many occasions in today’s show.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
After landing deals and making money for your investors, you end up building a strong base of people who trust your financial decision-making. Today we speak with real estate financier Aaron Wolko about how you can use this base to begin investing in other asset classes and industries. We open our conversation by chatting about Aaron’s extensive background in global finance. Reflecting on the state of the economy, we ask Aaron to share his insights into industry trends. His answers highlight the need to have equity to secure financing and why you shouldn’t be investing in hospitality. We discuss why now is one the best times to get into real estate and why Aaron’s clients are either developing properties or aggressively pursuing deals.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Sometimes, one year can be all you need to find your break in real estate investing. Just ask Craig Curelop, today’s guest. In one year he read 60 books and rented out nearly everything he owned, including his car and even his room. With the money, he saved he was able to purchase his second home and create significant passive income. In this episode, we speak to Craig about house hacking and how he achieved financial freedom. We open our conversation by discussing his background and why house hacking is the perfect first step in becoming a real estate investor.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Developing a healthy relationship with a broker is a great step for new real estate investors to take. The expertise and experience of a solid real estate broker can prove indispensable and make all the difference in your early success. Here to unpack the important components of this relationship is Lee Kiser from Kiser Group! Lee talks us through the kinds of conversations that investors should be having and how to facilitate better communications with new associates. He also gets into what brokers look for when evaluating potential investors and the preparation that can move the needle in your favor.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
No matter how good of a service your business provides, the more that people know about you, the better you will do. Today we talk about the power of marketing and how to get it right with Lauren Brychell, Marketing Associate at Spartan Investment Group. Lauren is an experienced Social Media and Marketing Specialist with a demonstrated history of working in different industries that she applies at Spartan to great effect. We talk to Lauren about the best ways to create brand awareness for a business and the role that good content creation plays in this. Lauren gets into the systems at Spartan for content creation and some of the apps that help them optimize their workflow, run ads and target their audiences.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Starting a new venture can be tough because it means you have to get out of your own way. You can choose to analyze and think forever or you can choose to take massive action, face your fears, and do it anyway. Today’s guest, Brian Wagers, knew that success was not simply going to come to him — He had to chase it. In this episode, we hear about Brian’s real estate investing so far and how he has positioned himself to leap into syndication soon. He walks us through the details of his deals, including finding and financing them. Brian also shares how he moved past the fear of not knowing everything and how he built up confidence along the way. By reaching out to local commercial lenders in his area, Brian put himself out there and increasingly grew his knowledge, self-belief, and capabilities.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Crowdfunding can be a powerful tool for any operator. Today's guest, Kam Zainabadi of Park Place Investment, joins us to shed light on the topic as well as how his company addresses the pain points in the space. We hear about Kam’s real estate investing ventures and how he found crowdfunding. Although this way of raising capital has opened up a lot in the past decade, most crowdfunding platforms place great restrictions on deals either through high fees or overly stringent vetting processes.
Our gracious sponsors:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
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A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
The legal side of the real estate business is often overlooked, and so we wanted to give some consideration to the protection that you and your company need to make sure you are covered. Joining us to unpack this important subject is Brian Bradley from Bradley Legal Corp, and he shares his considerable expertise on LLCs, bridge trusts and quantum living trusts and the steps you can take to ensure a more a secure future in the case of a lawsuit or legal troubles. Carrying on from our last conversation with Brian, he recaps some fundamentals of bridge trusts and what they can provide for you. From there, he talks about some dos and don'ts when it comes to LLCs, and lastly unpacks the helpful utility of quantum living trusts and their relationship to bridge trusts.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Flipping a house is usually people’s first real taste of real estate investing. Tyler Jensen, today’s guest, is an expert flipper who has developed such an efficient system that he’s able to flip a house in just seven days. While this show usually focuses on syndication, Tyler’s insights on creating water-tight processes are valuable to any investor. We open the episode by talking about Tyler’s real estate beginnings flipping houses in college, and then as a side-hustle while working his corporate job. After sharing his motivations for leaping into real estate, he reveals his top tips for attracting investors.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
While one might think that the student housing industry took a huge blow when campuses were shut down and students sent home, this is not necessarily the case. Our guest today, Nick Simpson, is the founder and CEO of Simpson Building Enterprises, a real estate investment firm focused on student housing and multifamily. Even though classes have been canceled, Nick says many students have chosen to stay put in their student accommodation, not wanting to be in lockdown with their parents. In fact, their properties that are now being developed are going to be constructed to cater to all the needs a student might have should a similar situation occur, being laid out and furnished in a way that keeps facilities clean and safe.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Today’s guest has such an incredible story, quite literally coming from nothing to achieve financial freedom through real estate investing at just 35 years old! Eng Taing is the CEO and founder of Touzi Capital, an investment company focusing on high cashflow assets in Kansas City. He is the classic immigrant-slash-American dream story, who was born in a refugee camp in Thailand, escaped The Khmer Rouge, and found success in data and math in America. Eng is a working graduate economist, former Peace Corps volunteer, and ex-Apple data scientist turned real estate investor, with a $65 million portfolio.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Today we have John Casmon back on the show to talk about the progress he has made and share some of his wisdom about raising capital, serving investors, and never giving up. John is an investor coach and host of the Market Insights: Multifamily + Marketing podcast who has helped his partners invest in $90 million worth of apartments. We kick things off with John talking about the mindset piece of raising capital and how important it is to see this as a form of helping others. After that, John shares some tips for identifying the ideal client or investor which his long background in marketing gave him so much experience in. John shares the 'three Cs' of raising capital today too – confidence, credibility, and connections – and gives us some pro tips for building them.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
There are many different routes into the world of real estate investing and these can lead to passive and active deals, depending on your ambitions and cashflow. Here on the show today to talk about his transition from a purely passive portfolio to more active roles in investment properties is Matt Picheny from MJP Property Group. We get to hear from Matt about his particular story and the unusual way that he found himself in the game. Starting off as an actor, transitioning into the corporate world, and then leveraging these experiences and capital, all contributed to the success that Matt has had with his investments.
Our gracious sponsors:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
We have all seen the difficulties that the pandemic has brought, and real estate has not been spared these trying times. While the current moment is certainly challenging, true entrepreneurs can find opportunities no matter the obstacle. Today's guest, Anthony Behar, joins us to talk about how changing a property’s use opens up a myriad of possibilities. We first get to know Anthony, where he shares his insights into his native city, LA’s real estate market, and the shifts in commercial property.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
While many hold dreams of being wealthy, very few will get there. Of course, there are tangible obstacles that stand in people’s way, but a lot of the problem has to do with the way people think about money and wealth generally. Russ Morgan and Joey Mure, of Wealth Without Wall Street, join us to talk about the work they are doing to get people to rethink everything they know about money. In this episode, we discuss financial freedom and getting your money to work for you. Russ and Joey believe that by putting people back in the financial driver’s seat, they will ultimately be less stressed and have more time to do what they love. It's very important to define what a fulfilling life looks like for you because, as Russ and Joey highlight, most people never do this
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
When starting out in real estate, it can all feel very overwhelming with so much new information to take on board. While it is important to learn as much as possible, it is crucial to remain focused and not get continually chase shiny objects. This is where strategy comes in. Getting clear on your goals and taking actionable steps to get to them is a surefire way to scale your business successfully. Joining us today to talk about his approach to business growth is Charles Carillo. As someone with over 10 years of industry experience, Charles has gained many lessons about scaling, and he shares those learnings with us. We discuss the importance of reverse engineering your goals, and how you can ensure you have daily tasks to get you to where you ultimately need to be.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Getting out of the cycle of overwork and discontent is one of the best opportunities afforded by the real estate game. Our guest today, David Ounanian, is such a great example of this, having given up his successful and profitable job in corporate America, in order to pursue a more rewarding and family-oriented lifestyle. We hear from David about the changes he made, the challenges he faced, and the lessons he learned. David unpacks why a strong network is your best resource and shares good steps to take in building this around yourself. We also discuss staying strong and committed, even in the face of failure, something that David had to confront early on in his real estate journey.
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Our Gracious Sponsors:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
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A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Hiring is certainly one of the most difficult aspects of running your own business, but without the right team, you’re hard-pressed to succeed. Today's guest, Scott Meyers, returns to the show, this time to expand on the lessons he has learned about finding the right people for his organization. We talk about learning the hard way by making some hiring mistakes and how they remedied this by applying lessons from Traction. He sheds light on letting 40% of his team go by putting in place principles from the book, and the subsequent pivots they made from there. One of the overarching pieces in the recruitment process is the importance of getting clear on core values.
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Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Commercial real estate is a heavily male-dominated industry, and this not only hurts women, but it affects overall business and profitability as well! Joining us on the show today is Wendy Mann, CEO of CREW Network, which seeks to transform commercial real estate by advancing women. In this show, Wendy shares her passion for the business and why she believes that it is such a great career to pursue.
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Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
In this episode, Whitney talks to Kevin Romney, the Co-Founder, and Principal at Camino Verde Group based in Las Vegas, Nevada. Kevin has been an entrepreneur since the start of his career but decided to expand his entrepreneurial pursuits to real estate syndication about 18 months ago when he co-founded the Camino Verde Group with his partner, Mike. What stands out from this conversation is Kevin and Mike’s remarkable ability to raise capital and find investors by building out their network. But, more impressively, in this short period, they succeeded in getting their hands on off-market deals by leveraging their existing relationships and forging new ones with property managers and insurance brokers.
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Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
The two biggest barriers to entry into real estate development are investment capital and experience. Tribevest is a FinTech startup that allows users to create a “tribe” and pool money, gather experience, and spread risk for a mutual goal. Today’s guest is the Founder and CEO of Tribevest, Travis Smith, who started his career with Morgan Stanley. He quickly realized the most direct path to true wealth and financial freedom is in the private markets, and Travis himself is now a partner in several investor groups or tribes, that invest in single-family rentals, multi-family, and commercial real estate.
Our gracious sponsors:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
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Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
As a real estate entrepreneur, it’s incredibly important to be able to think outside of the box, especially as industry competition grows tougher. Today's guest, Leka Devatha, Founder of Rehabit Homes, Inc. is a shining example of how creative thinking can take you to the top. In this episode, Leka shares the story of how she bravely left a thriving corporate career to dive head-first into real estate. This was not easy, but Leka always knew she was an entrepreneur at heart. She talks about how failure ultimately set her up for even greater success and the mindset shift that allowed her to see obstacles as learning moments.
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Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Jesus teaches us not to worship money as our master but if we can become its master and learn how to steward it, then it becomes a tool we can use to do incredible things for others. Here to talk about his transition from full-time ministry to full-time real estate, the new avenue through which he does God’s work is Ellis Hammond. Ellis is a full-time real estate investor and entrepreneur. He is the author of The Mission of Multifamily and founder of The Kingdom Capitalists Mastermind, which serves faith-driven real estate investors who want to flourish in their business as well as in their faith and family. He is a former full-time Christian missionary who is now on a new mission to use the vehicle of multifamily to transform communities, cities, and individual lives.
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Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Although many operators and investors do not know this, it’s possible to invest in real estate using a retirement account. The subject has been made quite complicated, but if you take the time to get clear on what it entails, it’s a great tool to make your nest egg work for you. Here to shed light on investing in real estate with your retirement account is Josh Plave, of Wall to Main, a platform dedicated to helping educate investors on how to build a better future through commercial real estate. In this episode, we hear how inheriting IRAs when Josh was young led to a fascination with retirement plans.
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Our gracious sponsors:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Value-adds are such an important part of syndication, but they can be very resource heavy, either taking up a great deal of time or being costly or both. This is why it’s so important to hire contractors who understand the time and fiscal-sensitive nature of multifamily renovations. Joining us today to elaborate on this, is Brian Snow of Jade Group, Inc, a national-level general contractor specializing in hospitality and multifamily.
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Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
With so much market upheaval and interest rate changes, you need to fully understand the lending environment before going forward with deals. To tackle this subject we welcome back James Eng, a mortgage broker who has originated over $800 million in multifamily loans. Early in our conversation, James provides an overview of how the lending landscape has changed due to COVID and recent rates changes. After talking about the ways in which the market has normalized, James reveals that while the cost of deals is the same, that the cost of debt has gone down. We explore what this means, along with the definitions and connections between cap and interest rates.
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Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
We have reached 700 episodes in just over two years, and we are so thankful that you have been on this learning journey with us. In today’s episode, Whitney Sewell, host of the show, sits down to talk about some of the successes and stumbling blocks he has faced since starting this journey. Although Life Bridge Capital has done $100 million in deals in 18 months, the road to get there has not been easy. Whitney sheds light on the struggles of starting a daily podcast and how he ignored experienced voices who dissuaded him, all of the things he was juggling when getting things off the ground, and the mindset shift and consistent self-discipline that has paid off enormously. He offers his story as a pillar of hope and encouragement for anyone starting their journey. Be sure to tune in today!
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Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Many of us see an opportunity but don’t seize upon it. Our conversation today with Ken Wimberly is a lesson in never wasting your opportunities. With over 15 streams of income ranging from commercial real estate and laundromats to an app, Ken has carefully grown his business to unlock real financial freedom. After sharing highlights from his investment career, we talk about Ken’s many ventures. A critical moment, Ken opens up about why finding a business coach accelerated his trajectory, helping him set goals and visualize his future. We chat about the importance of niching down and nurturing relationships with the top players in your niche. We then ask Ken to reveal his secret to building multiple income streams.
Our gracious sponsors:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Scaling your multifamily operation can feel very daunting, so it’s important to have the right mindset and understand that the larger deals do not always mean more work. This is a lesson today’s guest, Tony Castronovo, has learned during his time in real estate, and it’s one he hopes to pass on to anyone who believes they can’t grow their business. In today’s episode, we find out what Tony learned by getting his start in single-family investing. Although it did not have the scalability he wanted, he discovered all of the ins and outs of real estate and he has carried this valuable knowledge with him into new endeavors.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
The oil and gas industry is notoriously volatile, and while it can be very lucrative, it can also mean large periods of unemployment. As a veteran of the sector, today’s guest, Collin Placke, grew increasingly disillusioned with the highs and lows and wanted a more stable way to look after his family. In this episode, Collin shares more about how he found this stability in real estate, first through single-family and ultimately as a passive investor in syndication. He sheds light on landing his first deal and how being in a mastermind has helped him grow as an investor.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
We’re hearing more buzz about syndicators becoming broker-dealers — a position that lets you create your own products and distribute them to registered financial advisors, giving you access to their client book. Today we speak with Rob Anderson about becoming a broker-dealer and if that’s the right move for you. We ask Rob about what a broker-dealer does and why his company brought in an in-house broker-dealer. A key theme in this episode, Rob highlights that real estate is a trust-based industry and that becoming a broker-dealer will inspire a huge amount of trust. With changes in the financial advisory industry, Rob talks about how a world of opportunity is opening up before explaining why it’s important to align your goals with investors.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Insurance is a key piece of a successful deal, yet many operators do not value their insurance broker as a partner. Today's guest, Matt Sutika, Chief Insurance Officer of Obie, is a leading authority in the multifamily insurance industry, and he joins us to provide valuable insights into this important topic. In this episode, we hear about Obie’s specialization, where Matt emphasizes the importance of working with an expert who has niche expertise. Just like you would not go to a family doctor for heart surgery, you should not go to a general insurance broker for your multifamily insurance needs. We also hear about Obie’s approach to relationships and why they only want to work with operators to consider them partners.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
As syndicators, raising capital is the lifeline of our businesses, so things will be very challenging for us if we aren’t good at sales. Keeley Hubbard is a multifamily syndicator and investor as well as a sales coach who truly understands how to make buyers feel comfortable, and she joins us on the show to share some of her secrets. We hear about Keeley’s background in sales and how the negative stigma salespeople seemed to have never sat well with her. Realizing there had to be a better way, Keeley set out to learn how to pitch authentically, and it was not long before she started teaching others to do the same.
Our Gracious Sponsors:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
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Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Hiring a real estate asset manager is a natural step for rental property investors as their property portfolio grows, but what if you have an asset manager in your company already? Today’s guest, Kristina Knight, knows a thing or two about being an asset manager in real estate, and there are multiple benefits. Kristina is the co-founder and CFO of Akras Capital. At Akras, Kristina focuses on deal underwriting and asset management of their portfolio. She hopes to share her story with the listeners in order to educate them on how to generate passive income and live the life of their dreams.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Data is vitally important in making informed decisions, but it’s not always easy to interpret new information. Today's guest, Chris Larsen, joins us to share some of the real estate trends that we should look out for when making our next investment moves. In this episode, we get to know Chris and his passion for financial independence and education, which is the basis of his company, Next-Level Income’s mission. We also dive into some of the top real estate trends that have been sped up by the pandemic.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Syndicators need to sell trust before they can even hope to sell a deal. In this episode, we speak with Derek Peterson, CEO of Adapt Media Agency, about a must-use marketing strategy that will help you build trust and expand your reach. After introducing Derek, we talk about how he enjoys working across the business spectrum. That way, he can add a personal and creative touch without relying on cookie-cutter templates. He then introduces the concept of the ‘thought leader platform — a strategy that develops trust with your audience by delivering value to them. Derek shares how you can shape your platform to fit with your strengths and why commitment and consistency are needed when building your content.
Our Gracious Sponsors:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Perhaps you’ve heard of the term servant leadership? However, if you’re new to the concept, it can be boiled down to the conscious decision made by an individual to lead others, based on their intrinsic motivation to serve others, rather than the desire to accumulate and wield power. Today’s guest is Adam Ulery, who considers servant leadership to be his superpower. Adam is a business agility consultant focused on helping organizations clarify and meet their business outcomes.
Infinite banking refers to a process by which an individual becomes his or her own banker, but what exactly does that mean? And what are the benefits? Today’s guest is Harper Jones, who is located in Knoxville, Tennessee, where he invests in real estate, focusing on wholesaling and multifamily investments. He prefers to get creative with real estate deals when possible and utilizes infinite banking alongside his investments. There have been a few people on the show who have talked about this infinite banking strategy or concept, but there aren’t too many real estate investors that are using it.
Our gracious sponsors:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Leaving a dependable, high-paying W2 position to pursue an uncertain future in real estate may seem quite reckless, but today’s guest was determined to achieve financial freedom through passive income. Rodney Thompson is a husband to one woman for 35 years, a father to six wholesome kids, and a new grandfather, congratulations on that. After spending 30 years in IT as a system administrator, Rodney was looking to create passive income in retirement and found commercial real estate as was a way to accomplish that goal.
Our gracious sponsors:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Clever underwriting can be a tool to find deals that may seem insane at first glance but are actually once-in-a-lifetime opportunities. In this episode, we chat with Mason Moreland, an investor who put together a partnership that has grown into one of the largest vineyards in Texas. After we introduce Mason, he shares how a movie about vineyards inspired him to underwrite a model for vineyard development. By building out the life-cycle of this business, he was able to figure out the risks and then work on eliminating them. A key theme in this episode, we discuss the importance of syndicating talent and recruiting industry-insiders to add value to your model.
Our Gracious Sponsors:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Systems are a key piece in scaling your operation, but establishing and implementing them requires some time on the frontend. Today's guest, Melissa Johnson, knows the power of systems and processes, and she is here to share how they have helped her flip over 1000 units while raising five children! We get to know Melissa, where we hear more about her real estate investing business and how she grew it from a part-time income to a fully-fledged operation. She also sheds light on some of the key systems in her company, including how she approaches follow-ups, getting wholesale deals through quickly, and keeping track of marketing.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Understanding the importance of goals and the techniques involved in setting achievable goals can pave the way for success. Real estate investor Richard O’Neill would know! In less than five years, he has built a 40-unit, $3 million residential portfolio with only $25,000, and he did it by setting goals, tracking his progress, and making things work.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
The business structure you choose influences everything, from day-to-day operations to taxes, as well as your ability to raise money, the paperwork you need to file, and your personal liability. Today’s guest is Mark Pierce, an attorney, an accountant, and the owner of Cloud Peak Law LLC. With over three decades of experience, Pierce has truly “seen it all” – at least from a legal perspective. This is apparent from the diversity of fields in which he has assisted clients over the years. Those fields range from bankruptcy and estate planning to oil and gas and securities. In this episode, Mark explains some of the benefits of a limited liability company like Cloud Peak Law, which he believes gives you at least as much if not more protection in terms of liability than a corporation does.
Our gracious sponsors:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
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Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Knowledge is power, and educating yourself can be very powerful. When operating in the real estate space, there are a lot of resources and information sources around getting into deals. However, nobody is teaching on how to get out of a deal. Instead, most real estate experts focus on showing you how to do a no-money-down deal — how to get into a deal. Our guest today believes that it is critical that you also know how to unwind a deal and how to get out of it because if you are unclear on that and you are unclear of what your future holds, how do you know what to do or when to do it?
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
It can be challenging to navigate a full-time job and find success in the mobile home parks syndication business. However, by sticking to the process, building relationships, and managing your time and schedule it is definitely possible as we see by the example of our guest today. On today’s show, we welcome Ekaterina Stepanova. Ekaterina was born and raised in Moscow, Russia and immigrated to the United States 13 years ago and now lives in New York. She is a partner at M2K Partners, who owns several mobile home park communities throughout the country.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Although mindset is often overlooked, it is one of the key pieces of success. As a seasoned combat veteran, today's guest, Ashton Levarek, knows the power of the mind in achieving your goals, and he joins us to shares his insights. In this episode, Ashton walks us through how he and his brother have scaled their operation, and why, despite not having all the right skills, the pursued larger multifamily syndications.
Our Gracious Sponsors:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
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A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
By taking a disciplined, proactive approach to your real estate career, you are likely to reach success much faster than if you take a passive one. Today’s guest, Charlie Stevenson, knows this all too well! He’s a serial entrepreneur and has started several businesses in the US and Europe in the marketing and adventure travel industry since his university days in Boston. He switched into real estate after realizing that he could generate passive income and scale more easily, allowing him to travel the world, spending time with his family, and focus on what matters most. After making the industry switch, he founded Akras Capital, which has been syndicating and acquiring multifamily properties across the US, building a portfolio with nearly 500 units valued at over 60 million dollars.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Having experienced several huge market corrections in the last two decades, many people are wondering where they should put their money. Today, best-selling author and financial strategist Mark Willis is on the show to talk about a relatively unheard of a method to pandemic proof your money. After talking about the inclination to bunker down to weather the storm of our tough times, Mark highlights that isn’t a good financial strategy. He discusses the differences between quarantining your money to keep it safe and putting it in jail — like in a 401(k) account. We then speak about how the ideal strategy allows your money to achieve consistent, compound growth while remaining liquid and accessible.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
The pandemic is having unprecedented effects on the financial system but with the right education, you can act smartly enough to withstand it. As the Co-Host of The Real Estate Guys Radio Show which helps empower individual freedom through financial education for effective action, Russel Gray’s teachings couldn’t be more valuable right now, and he joins us today to help us learn more about them. Russell has a diverse background in business, investing, mortgages, and financial services, and he kicks things off by giving listeners an idea of how he started educating himself about economics, discovered the power of real estate investing and syndication, and proceeded to share his knowledge through his show. We then take a deep dive into the weeds of the current crisis, and Russell sketches things out from a macroeconomic point of view. He explains how COVID created a health crisis which led to the equivalent of an economic heart attack, crippling the financial system and the dollar.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Although most of us understand the power of investing, we do not realize that conventional investments mean giving up control of our money. Today's guest, Caleb Guilliams, Founder of BetterWealth Solutions, is on a mission to put people back in the driver’s seat by helping them build wealth while still retaining control of their hard-earned money. In this episode, Caleb shares his incredible story and the influence his upbringing has had on his success. His heart of learning, something that he attributes to his father, led him to always be curious about gaining as much knowledge as possible.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Many people interested in real estate devote their time to studying the market but only a few of those fully commit and take action. As a lieutenant firefighter and managing partner of Cityside Capital LLC, Tim Lyons is no stranger to action. We talk to Tim about his journey into real estate and his aim to build up passive income to eventually spend more time with his family. As Tim says in the episode, “You can’t save your way to wealth.” An experience that might resonate with many readers, Tim talks about picking up Rich Dad, Poor Dad at the right time, a moment that helped him fully commit to his path. We then focus on how Tim followed through on his commitment and how he leaped into learning about real estate before buying his first property.
Our Gracious Sponsor:
Never let money be a barrier to closing deals. Learn the secrets to attracting passive investors at the Virtual Raising Money Summit. https://whitney.raisingmoneysummit.com/
Investing in self-storage facilities is a lucrative venture for real estate investors looking to diversify their portfolio into multiple asset classes. Today’s guest is Scott Meyers. Scott and his company, Kingdom Storage Holdings, have acquired, developed, and converted over 200,000 square feet and over 13,000 units in the self-storage space, with over 160 million dollars in assets under management nationwide. He also founded selfstorageinvesting.com, the nation’s leading education company that teaches people how to find, evaluate, finance, and manage self-storage facilities through his online seminars, coaching, mastermind, and podcast. 10% of his company’s profits is dedicated toward building houses in Mexico and taking his staff, partners, students, friends, and family on these all-expense-paid mission trips to experience the benefits of short-term mission trips.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
The pandemic has brought about many shifts across all real estate asset classes, but which of these changes are likely to last? Joining us again today to discuss this is Brian Adams of Excelsior Capital. We kick off our conversation by exploring the millennial demographic shifts and how this generation’s delayed family formation is driving housing trends. Brian alerts us to the fact that the exodus out of big cities to secondary ones has only been accelerated by COVID. We then learn about how Excelsior finds new markets.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Even if it is the best deal in the world, unless you’re transparent and communicative and addressing the actual needs of your investors, it doesn’t really matter. Today’s guest is Brian Adams, who is the president and founder of Excelsior Capital, where he spearheads the investor relations in capital markets arm of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties, an institutional real estate private equity sponsor, in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
We know that this is a difficult time for many businesses and entrepreneurs, but this period also allows space for reflection and room to pivot if necessary. Joining us to share his insights on how to scale up during this moment of uncertainty is a friend of the show, Rahul Patel. As a successful lawyer and business owner, Rahul understands the work that goes into sustainably scaling your company. We kick off the episode by discussing why you should be using this time to take a look at your business plan or create one if you haven’t yet.
Many top investors maximize their earnings with brilliant tax strategies that look to the future while accounting for the income and expenses accrued during the tax year. To talk about tax strategy, we welcome back investor, CPA, and tax guru, Noah Rosenfarb. We open the discussion by looking at how you can benefit from the 1031 tax code, with specifics on passing assets to heirs and saving money by breaking large investments into smaller pieces. As we’re in an election year with a potential regime change, Noah highlights the need to plan for new tax laws, especially as section 1031 might be amended.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Being in over $80,000 of non-student loan debt after college can feel incredibly overwhelming, and most people would probably struggle to pay it off. Today’s guest, Yan Stavisski, found himself in this situation, and while it was his low point, it also was a catalytic moment for him to turn his life around. In this episode, Yan begins by sharing insights on travel hacking, an impressive skill he has mastered. After this, he sheds light on how he racked up enormous debt, and then, more impressively, how he clawed his way out of it.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
We know how difficult raising capital can be, and just how important connections are for fundraising. When you are starting out, naturally these relationships are hard to come by, which is why it’s often helpful to produce educational material as a means of both establishing yourself as a thought leader and meeting potential investors. Today's guest, Dan Kryzanowski, is an expert capital raiser and joins us to share his incredible insights with us.
If you are the visionary behind your real estate business or any business for that matter, it’s important that you have systems that free you up to focus on the best use of your time. Today, we talk about what this looks like for Michael Sjogren, the brains behind Short Term Rental Secrets who is known on social media as The Airbnb Guy. Our conversation with Michael is all about how he adapted his short term rental strategies after COVID and some of the amazing systems he recently implemented. Michael starts by sharing how he changed his methods of attracting customers and kept an eye out for new travel and rental patterns after the pandemic hit.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
We know how important persistence and grit are in multifamily because there will be many obstacles along the way. Todd Pultz, today’s guest, has faced some truly jaw-dropping roadblocks, and what’s even more awe-inspiring is his ability to come out the other end. In this episode, Todd walks us through his real estate journey so far, and how having his house foreclosed and his truck towed away in front of his in-laws motivated him to find a way to create a new life for himself. We then talk about his first deal and the way he figured things out as he went along. After doing well initially, Todd then invested in his second property, and he shares the story of how the building caught fire, leading him to lose all of the money he had made from his first deal.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Many of us probably had some big goals set for 2020, but the unforeseen pandemic has meant that we have had to rethink some of those targets. Today's guest, Devin Elder, of DJE Texas Management Group, has taken the pandemic-related shifts in his stride and joins us to shed light on how they have navigated these turbulent times. We begin with a catchup, where Devin fills us in on developments since his last appearance on the show. We then dive into how DJE mitigated the effects of the crisis.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
When you are starting out in the syndication business, building the right team can feel overwhelming. One of the most important members of that team is your attorney, but which qualities does an attorney helping you with deals need to have? Today's guest, Trevor Crow, is a lawyer with specialized syndication and joint venture knowledge, and he is here to help shed light on the important attributes our legal counsel should possess. We first hear about Trevor’s background and how practicing across various sectors has helped strengthen his knowledge, which he has carried into his firm, Crow Legal.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Systems and processes are a key piece in any successful syndication venture, and leveraging the power of technology can go a long way in streamlining operations. Joining us today to talk about how they have used technology in several aspects of their company, BlueSpruce, is DJ Scruggs. We begin the episode by learning about DJ’s background in business and his transition into real estate. DJ talks about how he uses both his tech and strategic thinking skillsets in his position at BlueSpruce. After this, we get into the crux of the discussion, where DJ shares with us how they use technology to help them raise capital.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Depending on the size and specific needs of your business, there are some technologies you will need that other businesses do not. But, no matter your industry, there are some essential technologies that can help you run your business more effectively by staying organized, keeping in touch, and maintaining your relationships. Today’s guest is Dylan Marma, who is a Principal of The Requity Group, the real estate investment company focused around the acquisition and operation of mobile home parks and multifamily real estate. He has been a principal on over 50 million dollars in real estate transactions over the last four years.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Many of us in the syndication space cut our teeth in single-family, and while this has many benefits and offers a great learning opportunity, residential real estate does require a lot of work. If we want to transition to passive income, multifamily is certainly the way to go. Today's guest, Arn Cenedella, joins us to talk about his changing real estate investment strategy along with other insights from his 40 plus years in the business. In this episode, we hear about how Arn’s desire for increased cash flow and more free time prompted his move from residential real estate to investing in syndications. Being 65, he would like to travel and volunteer, and having passive income provides him the perfect opportunity to spend his time on things that matter to him.
Growing and maintaining the wealth that you have built goes hand-in-hand with protecting your assets. Despite it often being overlooked, asset protection is a key piece in the journey to financial freedom, and joining us to share insights on this topic is David Disraeli. In this episode, we hear more about how David’s own experience in business opened his eyes to risk and exposure, and how this knowledge ultimately led him down a different career path to help clients mitigate threats to their wealth. He shares more about the importance of privacy and the types of threats that people with large net worths or businesses are likely to face.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
No one likes surprises. Despite that, how you model a deal is one of the most under-discussed yet critical parts of multi-family investing. In today’s episode, we talk with Nathan Cloud whose superpower is spotting risk and underwriting deals. With a background on Wall Street as a senior equity trader, Nathan knows how to play the numbers game. We explore Nathan’s experiences on Wall Street, including how he once lost six-figures while on a trip to the bathroom. After chatting about discovering real estate, Nathan drills down into the need to develop a system that you can use to underwrite your deals.
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Deciding between hiring a third-party manager and self-managing your properties requires some serious thought. There are some property management companies out there that don’t take investor’s needs into consideration, but today’s guest is raising the bar! Colin Douthit is passionate about the real estate world and is an investor first, then a property manager. Colin is the founder of Atlas Property Management and the co-founder of Atlas Construction. After acquiring three engineering degrees and spending seven years as a professional engineer, Colin changed his path in life and started investing in real estate.
Many real estate investors look back on their lives and wonder why they didn’t get into the game sooner. Not so with Jonathan Farber, today’s guest. At 26, he’s juggling a W2 job with investing, having already signed four single-families and a four-unit property. He attributes his success with his ability to take action. We open by talking about Jonathan’s first steps into real estate and he shares a story about how he cold-called the CEOs of Fortune 500 companies as he neared his college graduation.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
When we hear people’s success stories, we often do not realize the hard work, sacrifices, and setbacks they had to endure to get there. No one understands the effort that it takes to make your dreams a reality better than today’s guest, Andrew Keel. In this episode, Andrew talks about his journey in the mobile home park space. While he now has a successful business and has achieved financial freedom, Andrew and his wife had to give up a great deal to get there, including living in a mobile home for several months while it was being fixed!
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
When bad times hit and there is something that you start doing immediately, the question begs — should you have been doing it earlier? Today on the show, we talk about the next big changes to come in real estate and how the COVID-19 pandemic has influenced our business. Our guest today is Ryan Smith, he serves as a Principal of Elevation Capital Group bringing more than 15 years of extensive business experience in market evaluation, property analysis, management system, due diligence, and finance. Through its affiliates, Elevation has acquired properties worth more than $475 million and has an interest in over 175 assets across more than 30 states.
Life in the real estate business is all about encountering adversity and staying committed through trying times. These are concepts that Nick Prefontaine knows better than most. He was in a near-death snowboarding accident at the age of 14 and his journey of recovery is a testament to a complete force of will and determination. These are the ideas that typify Nick and his family company, Smart Real Estate Coach. Nick is an expert buyer and seller and has a remarkable story that everyone can learn from. It teaches us all about taking the next step, focussing on the positives, and how to get better every single day! Nick is also the co-author of the best-selling book, The New Rules of Real Estate and we are lucky enough to hear about some of the philosophy that it contains in today's episode!
Our gracious sponsor:
A Cost Segregation Study typically generates accelerated depreciation deductions ranging from 15% - 45%; Whether Commercial Real Estate was acquired, built-new, or renovated over the past 15-years, a Cost Segregation Study can still be performed…and there’s no amending of past tax-returns required; All Cost Segregation Providers are NOT created equal…if your Provider does NOT have a Certified Cost Segregation Professional (CCSP) on-staff, then you’re at higher risk of a failed IRS audit; There are ONLY (43) Certified Cost Segregation Professionals (CCSPs) in the entire United States…(8) CCSPs are employed by Bedford. Visit www.bedfordteam.com
Whether you are buying property with other people’s money, building up capital, researching deals or networking, these are all major aspects of real estate business and skills you need to acquire and grow to make a success out of it. Our guest on today’s show is Axel Ragnarsson. Axel built a four-million-dollar portfolio by the age of 25 doing just that — using other people’s money. Axel is the host of the Multi-Family Wealth podcast and founder of the real estate investment firm, Brickleaf Properties.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Before you think of investing in real estate, it is so important to educate yourself! Today’s guest is Peter Badger and he joins us to talk about how he jumped into real estate head first, having to learn the hard way, and how he is applying all the lessons this taught him to help others now. Peter spent 18 years on Wall Street then founded a tech company in Silicon Valley. After his company was acquired in 2014, he turned to real estate investing to retain and grow his wealth. Realizing that real estate education was hard to come by on his investing journey, he eventually co-founded Global Investor Alliance in 2018 with his partner Karen. Peter does a great job of explaining his amazing journey in the business, stressing his mindset of perseverance as he experimented with many asset classes before landing on investing in multifamily syndications.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Following on from the previous episode, where we talked about the operating agreement, Gene Trowbridge joins us once again, this time to discuss the details of the subscription agreement. This document is crucial to understand both for the sponsor and the investor. In this show, Gene outlines the three sections of the subscription agreement. The first component consists of instructions to the person who wants to subscribe to the deal — the investor. Some of these guidelines include the account where investor money will be held, accredited investor criteria, and company information.
In yesterday's episode, we discussed the private placement memorandum (PPM), and today, Gene Trowbridge is with us again, this time to review the details of an operating agreement. We know that the PPM is the story of the deal and that it should be written in simple-to-understand language. According to Gene, the operating agreement is then the ‘rules of how we are going to implement the story’. In this show, Gene begins by providing an overview of what the operating agreement, or company agreement as it’s called in Texas, includes. He then dives into the pertinent articles that all passive investors should pay attention to.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Going through the process of raising capital for the deals that we plan can become a long and arduous process, especially when we’re new to the business. With the Private Placement Memorandum (PPM) there are so many details leading to even more unanswered questions — how do you fill out this document? Or, what does that question mean? Today on the show we are joined by Gene Trowbridge. Whether you are an operator or passive investor, Gene will be able to give you a better understanding of not only what you are looking at, but essentially what you are looking for as well.
Finding and bringing on new investors, managing the process of accreditation, and building on those relationships to help scale your business can become a challenging topic, for new careers and old. Joining us today is return guest, John Rubino. John is the COO, founder, and co-managing partner of JID Investments LLC. JID Investments is a real estate private money and equity investment firm, which seeks to secure high yield returns with medium risk by providing investment capital, the individuals, and businesses with viable residential, commercial, and mixed-use real estate business and investment opportunities.
Want to be a guest on the show?Are you interested in being a guest on The Real Estate Syndication Show? If you feel that you could add value to those in the commercial real estate business, we would love to host you. Go to our website, lifebridgecapital.com, to apply to be a podcast guest today.
When you are starting out with your syndication business, one of the initial questions you have to ask yourself is ‘How do I find investors?’ What you might not realize right off the bat is, you are not only in the syndication business, but you have now migrated to the investor management business side of things as well! One thing you want to be very sure about is finding the right investors because you most certainly want to like the people you are working with — especially for a long term investment. On today’s episode of the Real Estate Syndication Show, we welcome guest Adam Pressman from Crowdfund Roundup and Syndicate Path. Adam put together the Syndicate Path team that has raised $100 million dollars since starting in 2017.
By most people’s definitions, Michael Migliaccio has had a successful career. He has over 22 years of experience in law enforcement and having worked for the NYPD, the DEA, and the FBI, while owning a business. As someone who is always striving to reach greater heights, Michael was searching for a greater path to success. He found his answer in real estate syndication. In today’s episode, our conversation with Michael focuses on how he raised capital and made his first deals all while working a full-time job. We chat about Michael’s entrepreneurial spirit, reflected in his story of selling Bubble Yum in school, and then later co-founding Dual City Investments, his syndication company. Michael talks about his first deals which he made with friends and family and how these helped him to establish a credible track record while building his experience.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Have you ever wondered about going public with your real estate company? This is the episode for you! Today’s guest is Noah Rosenfarb, who helps the rich get richer, so they can supercharge their impact. He started Invest With Our Family, where you can see the details about the 3,500+ doors he owns across the country. He's a third-generation CPA, and the founder of a SEC reporting company, FIGI Royalty, which acquires revenue-based royalties in Internet businesses. He is the Chief Investment Officer at Freedom Family Office, where he advises entrepreneurs with a $20 to $100 million net worth.
Passive income plays an undeniably important role in creating financial freedom. While syndication is a great way to earn this type of revenue, it can be inaccessible due to its capital-intensive nature. Being a landlord presents a fantastic opportunity for those unable to be a part of syndications who still want to invest in real estate. However, 'landlording' can be far from passive if the right systems and processes are not in place. One company, Avail, looks to take the stress out of being a DIY landlord, and its co-founder, Laurence Jankelow, joins us to share insights into the company. In this episode, we hear how Laurence’s own experience as a landlord inspired him to create Avail.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
For most of us, retiring at 27 sounds like a dream, and while it may seem unattainable, it’s certainly not impossible, as we learn from today’s guest, Rachel Richards. For Rachel, creating passive income was the key to reaching financial freedom so early in life, and in this episode, she sheds light on how real estate played a key role in achieving this. We learn about her real estate journey so far, the metrics she focuses on, and how she ensures that a property will cash flow to ultimately be a worthwhile investment. Although the rental income she makes from properties is now passive, Rachel does not sugar coat the effort it took to get her into this position.
1031 exchanges are a great wealth-building tool, but they have their drawbacks, including unilateral decision-making and increased liability. One great, lesser-known way to compensate for these shortfalls are Delaware Statutory Trusts (DSTs), and here to shed light on this unique ownership model is returning guest, Paul Moore. Before we dive into DSTs, Paul talks about why he and his Wellings Capital team have decided to expand into self-storage and mobile home parks despite his previous declarations of multifamily being the perfect investment. We then get into the meat of the show, where Paul provides an overview of DSTs. Simply put, they are 1031-exchange friendly legal entities that allow co-investing to either purchase a single property or a portfolio.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
We know that podcasts are a great networking opportunity, and for syndicators, they are an excellent way to raise capital for their deals. Today's guest, Trevor Oldham, founded Podcasting You, where he helps busy professionals get on the right podcasts. In this episode, Trevor shares how you would approach being a podcast guest. While it’s tempting to want to go straight for the biggest podcasts out there, it’s best to start small both to get some practice and to build up credibility.
We know that real estate is a great alternative to the stock market, but as the current downturn has shown, it is still susceptible to market shifts. One way of ensuring your real estate investment is stable is by investing in a fund that holds residential real estate, and today’s guest, Leo Hefner, is here to shed light on his fund, South Bend 7. In this episode, we learn more about Leo’s unique approach to real estate and his passion for problem-solving. Buying houses in cash only may seem like a restriction for some, but for Leo, it’s an opportunity to be creative.
Want to be a guest on the show?Are you interested in being a guest on The Real Estate Syndication Show? If you feel that you could add value to those in the commercial real estate business, we would love to host you. Go to our website, lifebridgecapital.com, to apply to be a podcast guest today.
Having a financial background can help a great deal when making the transition to real estate investing, and today’s guest, Jason Harris, has put the expertise of his former career to great use as a real estate investor. In this episode, we learn more about Jason’s transition from financial advisor to full-time real estate investor. While real estate was always his passion, the skills he learned from his advisory career like understanding investor needs, asset protection, and growing wealth in ways that are comfortable to clients, have all helped him tremendously. We also delve into some of the specifics of a recent deal that Jason did, including the creative CapEx budget spending, the rental rate increases, and the partnership structure. We see that Jason’s creative approach to real estate has allowed him to make the seemingly impossible possible.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Daniel Holmlund believes that all working professionals with full-time jobs can achieve financial freedom through real estate investing. By day, Daniel is an engineer at Intel, but by night he works with other investors to help them build passive income, and he even started the real estate investment education club at Intel, to help his colleagues do the same. Daniel owns a real estate investment firm, Aalon Capital LLC, where he partners with people to purchase multi-family investment properties, and he is also the host of WIN Multifamily Show, a show that focuses on helping others to move from Wall Street to Main Street.
There are so many avenues of real estate that you can get into, and on today’s show, we explore a lesser-known but no less effective one – mortgage note investing. We dive into this fascinating topic with Kevin Galang, a software sales engineer, note investor, and host of two podcasts, Tech Guys Who Invest, and Note Nuggets! Kevin talks about what helped him get into the passive income mindset leading to his interest in real estate, and the learning journey he went on to end up choosing note investing.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
As we have heard from countless operators, the first deal is by far the hardest, and for our guest today, Brian Briscoe, it was no different. While his first deal was great fun, it was also a steep learning curve where he learned both about the syndication business and himself. One of the most important components of getting Brian to that first deal was having a coach. After hearing more about Brian’s journey from single-family to multifamily investing, he sheds light on how his coach accelerated his learning along with helping him avoid common newbie mistakes.
While the COVID pandemic has brought more unexpected shifts that anyone could have anticipated, today’s guest, Charles Dobens, believes that multifamily will continue to be a resilient investment and one worth pursuing. Returning to the show, Charles brings both his wit and sharp insights on some of the trends to watch in the multifamily business. Before we dive into these, Charles sheds light on his background and how he realized there was a need for operators to get proactive advice before pursuing deals. From there, we take a look at changes in the multifamily space. Charles draws conclusions from Big Shifts Ahead and believes that any shifts in multifamily will only happen at the micro-level. He shares how immigration and lack of homeownership will drive the need for apartments, in turn, making the investment class continually sought-after.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Vince Gethings is the brains behind the Tri-City Equity Group and has managed to build an impressive portfolio in multifamily over the last decade. Still in active duty, Vince manages all of his properties from a different state, having installed amazing systems and a proficient team to make sure things run smoothly! We hear from Vince about his early forays into the real estate game, his first deal, and how he and his wife built on the first big profit they made, setting up the incredible business they now have.
Want to be a guest on the show?Are you interested in being a guest on The Real Estate Syndication Show? If you feel that you could add value to those in the commercial real estate business, we would love to host you. Go to our website, lifebridgecapital.com, to apply to be a podcast guest today.
If you’re in real estate, you’ve heard of syndication. It’s the new industry gold rush, and much like the dotcom bubble in the late 1990s, investors are wondering if they should get in on the action or wait for the market to correct. Today’s guest is Bruce Petersen, a serial syndicator, CEO, public speaker, mentor, and author of the new book, Syndicating Is a Btch: And Other Truths You Haven't Been Told*. Bruce began mentoring others in the syndication, acquisition, operation, and disposition of multiple apartment complexes in 2014. Bruce’s passion is providing passive streams of income to investors by improving apartment complexes and creating communities residents love to call home.
Financing can make or break a deal, and when you are getting started in multifamily, securing a loan can be particularly daunting. That is why it’s crucial to start slow and build up the necessary track record. Today's guest, Debbie Bloyd, joins us to share her insights into different financing options. We begin the show by talking about how the pandemic has affected rates and what investors should expect when trying to secure a loan.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Mike Ballard helps owners become property managers. His firm, Ascent Multifamily Accounting, provides back-office services, accounting, bill paying, reconciliation, financial statement preparation, human resources, and payroll for more than 40,000 units all across the country. He’s worked in the real estate and accounting industry for almost 30 years and, at Ascent, Mike leads the firm’s consulting practice, where he advises clients on using tax credits and deductions to improve returns on their projects.
To land your syndication deals, you need to develop a sure-fire process that helps you deal with investors and deepen your offerings. In short, you need to learn how to sell the sizzle. In today’s episode, we happily welcome back Gene Trowbridge, award-winning attorney, syndicator, and master of the sizzle; his book, It’s a Whole New World, is practically prescribed reading on our end. Gene is on the show to unpack his four steps to selling the sizzle of real estate syndication. After sharing details about his background, we dive straight into the conversation as Gene explains how to pique an investor’s interest. We talk about the benefits of being an expert in a specific area and how this helps you to recognize opportunities.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Have you ever considered putting yourself in the shoes of investors, brokers, sellers, or clients? According to Antony Vicino, it is an essential part of the syndication journey. Anthony is an author, investor, and small business operator who has helped build several successful companies. He’s found success by designing systems at scale by implementing value-based content marketing strategies and by delivering exceptional end-user experience. In 2019, Anthony joined forces with Dan Krueger to create Invictus Capital, raise $1 million in capital, and execute their first syndication.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Mobile home parks are becoming an increasingly attractive investment opportunity, particularly because of their resilience during downturns. Today's guest, Walker Meadows, has expertise in financial modeling and underwriting for this asset class, and he is here to share his insights with us. We begin the show by getting to know Walker and how he made his transition to real estate investing. He initially reached out to Brandon Turner, co-host of the BiggerPockets podcast and Founder of Open Door Capital, and worked for Brandon for free for a year. While this may sound unimaginable to many of us, Walker saw the value of gaining experience from such a seasoned operator, and his decision to persist ultimately paid off with a full-time offer to work at Open Door.
Real estate investing attracts all sorts. For Lee Yoder, today’s guest, investing was the perfect outlet for his entrepreneurial spirit that also allowed him to focus on the priorities in life – his family and his relationship with God. A fast mover, Lee was able to sell a duplex and buy three multi-family properties within four months. But his path to becoming an investor wasn’t easy. In our conversation, Lee talks about taking a pay cut when he left the corporate world to pursue his real estate career. We discuss how Lee’s wife helped him shift his mindset and establish better long-term goals.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
There are numerous things that can hold you back from starting your real estate investing journey. From not having any experience to getting stuck in analysis paralysis, it can seem like there are more obstacles than opportunities. In this situation, you have two choices: You forge ahead anyway or you let your doubts get the best of you. Today’s guest, Hayden Crabtree, joins us to share his incredible story of inner fortitude and how he overcame his mental roadblocks. In this episode, Hayden discusses how his disillusion with college led him to pursue real estate investing. He realized that he was only learning principles, but not actions of how to create financial freedom through real estate.
Want to be a guest on the show?Are you interested in being a guest on The Real Estate Syndication Show? If you feel that you could add value to those in the commercial real estate business, we would love to host you. Go to our website, lifebridgecapital.com, to apply to be a podcast guest today.
As multifamily continues to become increasingly competitive, it is important to look for opportunities in unlikely places and even branch out into different asset classes. International agricultural investment is a burgeoning investment opportunity, and today’s guest, Evie Brooks, is here to share some insights into this asset class. In this episode, we learn more about Evie’s ventures in Panama. As an experienced real estate investor, Evie knows what makes a deal stand out, and the business and asset combination of agricultural land drew her to it. We discuss why she was attracted to Panama and we learn more about the thriving business and ex-pat community in the country. Evie also walks us through two of the investment opportunities she has available: a farm-in-a-box venture and greenhouses.
Sometimes, staying organized can be difficult, and there are so many unpleasant and monotonous tasks that we tend to avoid, but organization is especially important for your business, and Erin Spradlin has some tips for how to make it easier! Erin is today’s guest on the show, and she is a real estate agent that buys and sells real estate in Denver and Colorado Springs. Her niche is short-term rental, and she hosts a growing investment group called Denver Women Invest, focused on sharing information and strategies, and bringing more women into the investment space. Erin also likes to give back through free education tools, and her company donates 2.8% of every commission back into charity in the community. In this episode, we talk about Airbnb and short-term rental, and Erin shares some tips for having a super organized business.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
With $7 million in historic tax credits received, 95 apartment units, and $9 million in syndicated assets and value, John Blatchford is someone who is using state tax incentives right! John is the founder of Kunst, a real estate developer and syndicator in Cincinnati, Ohio. Since 2013, Kunst has syndicated 12 multifamily projects, with 95 total apartments completed or under construction. Kunst has used more than $7 million in historic tax credits to reduce risk and increase returns, even in an economic downturn. John believes in historic preservation, good design, and treating tenants as customers or members.
Want to be a guest on the show?Are you interested in being a guest on The Real Estate Syndication Show? If you feel that you could add value to those in the commercial real estate business, we would love to host you. Go to our website, lifebridgecapital.com, to apply to be a podcast guest today.
One area of real estate we have not considered yet on the show since the pandemic is mobile home syndication but today we are changing that with Todd Sulzinger! Todd is a corporate finance executive turned mobile home park investor and the Founder of Blue Elm Investments, a mobile home park operating firm that focuses on rehabbing distressed mobile home parks across the US. Todd tells us about his transition from finance into real estate and how his background helps him so much with his current focus. We talk customer service next, and Todd tells us the story of how he learned the value of great communication and all the ways he applies it to his investor and tenant relations today.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Sometimes the best secrets hide in plain sight, and today’s guest, Chris Naugle, is here to share what he has learned about how the wealthy reach those heights and stay there. In this episode, Chris talks about a specially designed whole life insurance policy vehicle that the multimillionaires, billionaires, and even banks make use of to recycle and grow their money. While this vehicle may sound too good to be true, Chris reassures us that it’s not. He shares some of the intricacies of this investment tool like earning and paying interest, allocating the funds to other investments, and more.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
In today’s episode, we welcome back Spencer Hilligoss, who we last spoke to in episode 357. Spencer recently transitioned from being a tech leader to becoming a full-time real estate investor. Spencer shares his journey which began with a shift in investment strategy from playing the mythic ‘Silicon Valley lottery’ and investing in startups to going on the financial offense. He talks about how he built a strong foundation of passive income, threw himself into learning about real estate, and gradually made the shift into real estate investing — all while maintaining his day job. This strategic build-up meant that Spencer was able to create a resilient business, allowing him to thrive despite the pandemic.
We have said time and again that real estate is a team sport. One of the most important relationships is the one you have with your mentor. It's vital to have someone in your circle with more experience to show you the ropes and be a sounding board for the inevitable tough times. Today’s guest, Brian Gibbons, has seen the power of a mentor firsthand. After being laid off from his sales position, Brian had a serendipitous encounter with a real estate investor, who subsequently become an important mentor and friend. In this episode, we learn more about how this relationship directly contributed to Brian’s success.
Want to be a guest on the Podcast?
Are you interested in being a guest on The Real Estate Syndication Show? If you feel that you could add value to those in the commercial real estate business, we would love to host you. Go to our website, lifebridgecapital.com, to apply to be a podcast guest today.
In light of the current crisis, the importance of a diverse investment portfolio has become more apparent than ever. This means not only having a range of investment options, but also a variety of asset classes, as some have shown to be more recession-proof than others. Investing in international agriculture is proving to be a strong fail-safe, and today’s guest, Dax Cooke, is here to share his insights into this unique investment opportunity. In this episode, we find out more about Dax’s transition from financial services to the world of agricultural investing. Dax sheds light on the different agribusiness investment opportunities Farmfolio has from a packing house to a sawmill and even an integrated sales channel.
Our gracious sponsor:
Most entrepreneurs struggle to get more customers, so we developed a system to get their message in front of their ideal customers and predictably grow their business - https://ardorseo.com/res/
There many benefits of utilizing third-party property management services, but when you have the right scale, bringing it in-house makes sense for numerous reasons. Today’s guest, Arleen Garza, is here to share the experience of her company, Reep Equity’s vertical integration. In this episode, we learn more about how Arleen’s background in corporate America has helped her in the real estate business. When she and her husband went in on their first deal, they did everything themselves, and she was able to put her skills to use straight away along with picking up new ones. We also find out about the differences that Reep Equity has experienced between third-party and in-house management.
Want to be a guest on the Podcast?
Are you interested in being a guest on The Real Estate Syndication Show? If you feel that you could add value to those in the commercial real estate business, we would love to host you. Go to our website, lifebridgecapital.com, to apply to be a podcast guest today.
We know that real estate is a team sport and if you want to reach top levels, it’s important that you find teammates who are better than you. This way you can not only learn from them, but you also have access to well-connected people in the industry. Our guest today, Adam Levine, has done just that. Through seeking out someone at the top of the game, Adam has found a mentor and business partner who has taken him to new heights. In this episode, we learn more about Adam’s background and how growing up in real estate gave him the bug early on. We also find out more about how he has used LinkedIn to build an impressive network. Adam believes in putting yourself out there, even if it scares you.
Our gracious sponsor:
Most entrepreneurs struggle to get more customers, so we developed a system to get their message in front of their ideal customers and predictably grow their business - https://ardorseo.com/res/
Ever wondered how to just get started? Mike Simmons’ advice is to just do it! Mike is the producer and host of Just Start Real Estate, one of the top real estate podcast in the world, and the author of Level Jumping: How I grew my business to over $1 million in profits in 12 months. About five years ago, he did just that, exploding his real estate investing businesses, growing it to over $1 Million in such a short space of time. Mike is a real estate mentor, coach, and partner in 7 Figure Flipping – one of the nation’s largest real estate mastermind groups. While Mike isn’t involved in the commercial real estate business, his experience can certainly be translated into helping investors and entrepreneurs in any business!
The inability to borrow money can often stand in the way of seeing a deal through. While it’s easy to just give up and think that you may not be able to get money after you’ve been denied once, today’s guest, Merrill Chandler, is here to share some actionable advice on how to go from a consumer-borrower to a professional one. In this episode, we learn more about why borrowers should only use current deferment offers as the last resort. Merrill cautions that if you misuse these offers, you then taint your reputation with lenders going forward.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Hiring people can be a daunting experience for numerous reasons. Either you’re afraid to delegate or you don’t want to put the effort into training someone. However, scaling your real estate business requires having the right people and systems so you, as an entrepreneur, can do what you’re best at. Bill Allen, today’s guest, takes a unique approach both to hiring and systems-building, and he shares some of these insights with us. In this episode, we learn more about the inward look Bill believes leaders should take when building systems. Many people think that systems mean software, but Bill sees it differently.
Our gracious sponsor:
Most entrepreneurs struggle to get more customers, so we developed a system to get their message in front of their ideal customers and predictably grow their business - https://ardorseo.com/res/
As operators, we place so much emphasis on building relationships with brokers to find the best investment property out there. While this is a great way of finding deals, it’s certainly not the only strategy. Today's guest, Darin Garman, is here to share more about what goes into buying deals off-market. We kick off the show by learning about Darin’s background as a prison guard and broker. He shares why he believes that having a broker on board a deal can serve you, as the syndicator, very well. From there, Darin sheds light on communicating and building relationships with building owners, which is the key piece of off-market purchases.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
As operators, we know that things don’t always go according to plan. But how many of us have safety nets in place that can help us get through unexpected events? Today’s guest, Keith Nelson, believes in having a range of plans to preserve capital on a deal and is here to share some valuable insights with us. We kick off the show by getting to know Keith and what he’s currently invested in.
Our gracious sponsor:
Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.
Education is one of the keys to success. The more knowledge you have, the more informed your decisions can be. Abel Pacheco, today’s guest, saw the power of education firsthand and has been able to grow his real estate portfolio beyond his wildest dreams. We kick off the episode by learning more about his transition from his W-2 in IT sales to full-time real estate investing. Despite his incredible career success, Abel realized that he’d continually have to work harder just to maintain his income. Through research and education, he realized that syndication was the key to growing his wealth.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Today’s guest is Eric Upchurch, a veteran, co-founder of Active Duty Passive Income, and driven multi-family investor on a mission to end veteran homelessness. Eric went from zero to 571 doors in his first full-year of multi-family investment and aims to share his success by donating one million dollars annually. We discuss Eric’s real estate journey and the importance of finding a good mentor. Eric details his systematic approach of finding a well-laid path and sticking to it and how his community-minded approach makes for good business strategy. It was through constant engagement and networking led Eric to land some of his first deals. Eric emphasizes the need to add value to your relationships and how first-time investors can overcome their challenges.
While many investors see the post-COVID market as something to be fearful of, Serge Shukhat sees a wealth of opportunity. Our guest today, Serge is a seasoned investor whose current focus is on multi-family assets. But, as he discusses, he isn’t tied to any specific city or asset class. An open-minded investor, Serge shares his understanding of where the real estate world is headed. He highlights the importance of steering clear of the herd and how investors are all looking at the same metrics and investing in similar ways.
While these challenging times have brought a great deal of uncertainty, but they have also ushered in a wave of new opportunities. Among these are the congressional amendments made to retirement saving accounts and the ability to withdraw from them. Damion Lupo, today’s guest, is here to walk us through how these modifications affect both real estate investors and operators alike. We kick off the show with an overview of these changes. For many employees who have retirement accounts through their workplaces, they do not have control over these investments. By now being able to withdraw $100,000, people can use their money to diversify their portfolios beyond Wall Street.
Cost segregation is an important part of any real estate investors’ wheelhouse, but many aspects of this strategy are widely misunderstood. Today's guest, Frank Giudici, joins us to clear up some of the most common cost segregation misnomers. We kick off the show with Frank debunking the most widely-spread myth around cost segregation – that a study needs to be performed in the year a property's put in service. Frank illustrates not only why this is false, but also show us how it’s possible to catch up on missed depreciation.
Not all of our journeys into syndication take a linear path, and today’s guest Corinn Altomare has one of the most fascinating backgrounds we’ve yet to encounter. As a classically trained opera singer and project manager, Corinn is not your typical operator. We kick off the show by learning more about her transition from music and project management to full-time syndication. From there, we discover the incredible way that Corinn has used technology to scale her operation. As she and her partner were both working in their W-2s while trying to grow their real estate venture, they realized they needed air-tight systems to move to the next level.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Many of us are in the syndication business to grow our wealth so that we can be financially free and support our families, but what about building a legacy? Today’s guest, Terry Moore, has helped many of his clients become millionaires through real estate syndication, and he has now dedicated himself to helping them leave a legacy long after they have passed. In this episode, we learn more about what it means to leave a legacy for your descendants. Of course, you can leave family financial endowments, but how you treat others is what people will truly remember.
According to Ethan Lieber, co-founder, and CEO of Latchel, property managers can spend up to 40% of their time, just on the administration needed for maintenance. Imagine what else you could do with that time? Latchel wants to help you save both time and money maintenance, and in today’s episode, Ethan is going to explain how. Backed by Y Combinator and Bain Capital Ventures, Latchel is a tech company that combines expert maintenance coordinators and an easy-to-use web app to handle maintenance coordination needs for single-family and multi-family residential portfolios.
Our gracious sponsor:
Most entrepreneurs struggle to get more customers, so we developed a system to get their message in front of their ideal customers and predictably grow their business. Check out Ardor SEO
Making a career transition can be frightening because you may feel as though your skills do not translate into your newly chosen professional path. While the links between your old and new job are not always clear, your background will give you a unique vantage point in your latest venture. Today’s guests, Vikram Brar and Princi Gill, know this firsthand and have applied their corporate skills to their multifamily operation to great success. We kick off the episode by learning more about Vikram and Princi’s background. Armed with industrial engineering and finance skills respectively, they have taken a process-oriented approach to their business.
Decision-making is an incredibly important skill for real estate entrepreneurs to have. But with so much information, it can difficult to make decisions quickly. This is where data comes in. Not only can it help with making choices, but it can also reduce risk and increase operational efficiency. Brock Mogensen, our guest today, has spent his time in real estate drawing on data to make sound judgments, and it has stood him in great stead. We kick off the episode by learning about Brock’s transition from house hacking to full-time syndication.
Our gracious sponsor:
Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently, have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.
Starting any new venture is a hugely daunting experience. One of the most frightening aspects of it is the inevitable rejection you will face along the way. But persisting and pushing through these roadblocks is a large part of what will ultimately determine your success. Today’s guest, Stuart Gethner, joins us to share his insights on rejection and a variety of other aspects of achieving real estate success.
A lot of us begin to work in autopilot, losing focus of what drives us and what brought us to real estate investing in the first place. In this episode, we talk to Ryan Murdock about redefining your focus, reprioritizing your role, and dialing in on specific criteria to maintain focus and efficiency. Ryan spent 10 years in the electronics manufacturing industry before transitioning to real estate investing and property management in 2007. He has extensive management experience in many facets of real estate including retail, office, multi-family, HOA, and especially mobile home parks. Ryan has been a licensed real estate broker since 2008 and owns and operates a portfolio of residential rental properties.
At times like these, nobody wants to be wasting capital so on today’s show we get to chat with Eric Kogan about sustainable practices to implement on properties that save money and translate into market value! Eric is an analyst at Ruttenberg Gordon Investments, a firm that owns 30,000 apartment units across the US and works in venture capital and private equity too. Eric gets into his journey from studying finance to recently joining the team at RGI before weighing in on some hacks they have recently implemented to maximize efficiencies on the operational level.
When starting out in real estate, it’s easy to think you have to do it alone and that by partnering with people, you would somehow be losing out. But real estate is a team sport, and we can go so much further with others than we could ever go alone. Dan Krueger, today’s guest, changed his mindset and found that through opening up and working with a partner, he has achieved more success than he could have ever imagined. We kick off the episode by learning more about Dan’s transition from finance to full-time real estate investing. From there, we discover how Dan worked on his fixed idea that he had to go at it alone.
Building a brand and launching a podcast can feel overwhelming for a variety of reasons. Perhaps you don’t know where to start or maybe you think there’s no way for you to stand out. Yes, there are certainly more podcasts than ever, but you have a unique story and perspective to share that will separate you from the pack. Today's guest, Erik Cabral, is an expert brand and podcast-builder and is here to share some of his incredible insights with us. We kick off the show by diving into the importance of a 'why.' It's not enough to want to start a podcast because it’s a trend everyone is following. You need to have a grand vision and mission. We then move onto some tips on launching your podcast, how to leverage different social media platforms, and unique, differentiating calls to action.
Learning is a life-long process, and it adds value both to you and those around you in numerous ways. This intellectual curiosity is a cornerstone to success, and our guest today, Davide Pio is a shining example of this. As an investment broker, Davide could have chosen to stick to a limited scope of knowledge. However, he has opted to expand his horizons, learning more about law and tax to go the extra mile for his clients. We kick off the episode by diving into Davide’s background. Although he got started in real estate during the last recession, he was hooked and has not looked back since.
We all want to grow our wealth for various reasons such as supporting our family or leaving a legacy for many generations. While investing is a great way to increase financial riches, when we invest in standard mutual funds, the industries our money goes into may not align with our values. This problem is one, our guest today, Jared Williams, has looked to tackle. As CEO of Biblical Wealth Solutions, Jared helps clients find investments that both speak to their biblical values along with increasing their wealth. While we may not all hold Christian values, we can learn something from being driven by our principles when it comes to building our legacy. We kick off this episode by learning more about Jared and what catalyzed his shift into values-based investing.
Most real estate entrepreneurs could do with a few extra hours every day. One way to make this happen is by delegating the tasks outside of your skillset, like marketing, website creation, and administrative work, to a virtual assistant. While there may be some skepticism around working with a VA, today’s guest, Elsa Palmer-Oden, is here to put our minds at ease. We kick the episode off by learning more about Elsa’s company and some of the tasks that they help real estate entrepreneurs with.
They say that no news is good news, but during a time of crisis, this is most certainly not the case. Without information, the human mind tends toward the worst-case scenario. This is why today’s guest, Andrew Cushman of Vantage Point Acquisitions, is a firm believer that consistent, reliable communication with all stakeholders during this current crisis is the necessary response from operators. We begin the episode with Andrew shedding light on some of the crisis-mitigation strategies that they have used. From proactively gathering information and reaching out to tenants, lenders, and vendors, they have left no stone unturned. From there, we turn our attention to some cost-cutting measures Vantage Point has put in place.
Our guest for today is Cain McNeil, and he is here to talk about disaster management, transitioning from the W-2 life into real estate, and best practices for syndicators who are looking to collaborate with brokers. Cain left his job as a banker to become a commercial real estate agent and start investing in real estate in 2016. Since then, he has scaled his portfolio to 40 units with a value of around four million dollars, and he has a management company too. His niche is mobile home parks and multifamily properties in Bay County, Florida.
Joining us on the show today is Barry Flavin, co-founder, and head of investor relations at New Mission Capital! Barry runs this firm with Josh Sterling who has also appeared on the show, and today we chat about the value of great partnerships, as well as how Barry handles his side of the business with the utmost of skill. First up, Barry talks about his long friendship with Josh and how it evolved into a successful business partnership. Barry had worked in software sales and air traffic control and had fixed and sold quite a few of his own houses while Josh had also been in the real estate game for a while. Finally, the two realized they could benefit from each other’s skills and resources, and decided to partner, with Josh handling property management.
We know the importance of thorough due diligence and looking for CapEx items when underwriting. While there are some obvious pieces, like plumbing, and electric that most operators already know, others are less evident but equally important. Today's guest, Brandon Abbott, combines insurance and construction knowledge to provide excellent insights on CapEx expenses. We kick the episode off by learning more about Brandon’s background and what he and his team are currently involved in. We then turn our attention to the innovative way that Brandon uses drones to inspect the roofs and drainage of a building.
Robert Beardsley of Lone Star Capital has become an expert on the topic of underwriting—a crucial aspect if you want to be successful in real estate syndication. As a returning guest, Rob joins us today to share more about underwriting, including how the pandemic has changed how they underwrite deals and the type of assets they are most interested in at the moment. He talks about how his father pushed him to develop his own model for underwriting and the immense value he got from this practice, not least of which the confidence it afforded him to not only gauge how a model will perform but also how other people’s models are measuring up.
Sometimes we might forget that real estate is all about people and the fact is that the way that you manage relationships and communication determines a lot of your success in this business. Our guest today is Brett Luskey, from Fairmont Management and we will be exploring how he goes about dealing with employees and tenants, and the big part this has played in their success. Brett believes that by treating employees with respect and inclusivity, you build a culture that can permeate to tenants' experiences too. For Brett, this means fair compensation, collaborative decision-making, and respectful behavior towards everyone.
Part of why wealthy people have so much more money than everybody else is because they have a completely different approach to investing it. Joining us today on the show to talk about the investing secrets of the top 1% to be found in her new book, Hidden Investing, is Holly Williams! Holly comes from a 25-year career as an advertising executive and since getting into real estate, has acquired an excess of $100M in investments of that nature to her credit. Joining this episode, you’ll hear Holly talk about the idea that the system is rigged for regular people to die broke, and how this wouldn't be the case if they understood investing in the same way wealthy people do.
Technology has been optimizing workflows in real estate for some time now, and during this time of restrictions, it’s proving to be more of a lifesaver than ever! Joining us today on the show is Dax Ferguson, due diligence and construction guru who is now using tech to help lower vacancies too. Dax is the owner of Heritage Construction and Consulting Services but you can learn more about that side of his business in his previous interview on the show (WS316) because today, we chat with him about the virtual apartment viewing service he is offering using an app called Matterport. Matterport is a software platform that records in 360 degrees, producing interactive virtual reality videos of any space it was implemented in.
A lot of people listening to this show are in the process of starting a business, or they already have a successful business that they’re looking to scale up, but they’re not quite sure where to start. Luckily, today’s guest is an expert in business and operational growth strategy! Bruce Eckfeldt is a consultant, coach, author, and speaker on organizational development and performance management. In 2003, he founded Cyrus Innovation, one of the first Lean/Agile consulting firms, and since 2016, he has been a contributing author to Inc.com, where he writes a weekly column on business and leadership. He hosts two successful podcasts, Scaling Up Services, which provides insights and strategies on how to successfully scale service-based businesses, and Thinking Outside the Bud, which explores innovation in the business of cannabis.
As an entrepreneur, there will always be difficult times, and in this unprecedented period of the coronavirus pandemic, it may seem like there are more obstacles than ever. While not underplaying the severity of the situation, what if you, as an entrepreneur, chose to see this as a gift, a moment to pause and reflect, and ultimately explore the multitude of opportunities that come with the current shifts? Today’s guest, Vahan Yepremyan, has chosen to release his limiting beliefs, and as a result, has seen more possibilities open up for him than he ever thought possible. In this episode, Vahan talks about the often-neglected aspect of mindset in entrepreneurship. While business school teaches the practical ins and outs of running a company, it does not focus on the person behind it all.
When starting your journey as an investor, it’s easy to feel overwhelmed by new terms and concepts. But it’s important to work past these barriers of understanding to make informed investment decisions. The capital stack is one of those difficult-to-understand concepts, and our guest today, Dan Handford, is here to shed some light on what it is. Dan is hosting the Multifamily Investor Nation Summit, and our listeners get 10% off, using the promo code ‘Whitney.’ We kick off this episode with Dan explaining the basics of a capital stack. It is the organization of capital for any real estate transaction, with senior debt position at the bottom, followed by secondary debt, such as mezzanine debt, then preferred equity, and finally, common debt.
No matter how many people doubt you or shoot your ideas down, if you bet on yourself and find others with aligning vision, you will succeed. No one knows this better than today’s guest, Eric Skeldon. Despite difficulty at school, Eric achieved great success in the corporate world with the help of a solid belief in himself and his faith and is now well on his way to do the same with his real estate investing. In this episode, we learn about how Eric’s forced exit from the corporate world sparked the entrepreneurial spirit he had long neglected.
On the show today, we welcome Paul Worcester of Worcester Investment and the founder of Simplifyy, a new platform for property management that makes the process that much easier and cheaper for multi-family investors! This system was developed in response to Paul's own frustrations with antiquated systems in the real estate business and what he sees as an ignorance of the possibilities that technology offers. In our conversation, we cover the amazing story of how Paul and his family got into the real estate world after reading Rich Dad Poor Dad and taking out a second mortgage!
Groundbreaker is a software platform that helps real estate investment firms with automating workflows in fundraising, investor reporting and management. Today on the show we are joined by their founder, Jake Marmulstein! Jake gives us some great insight into the application, his intention behind it, and some of the ways it solves problems for investors and brokers. We hear from Jake about the experiences that shaped his philosophy towards real estate and how this led to creating Groundbreaker before he offers some practical advice for investors who might be new to the game!
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
As real estate investing becomes increasingly competitive, it is more important than ever to find creative ways to stand out. To do this, you need to have the best team possible. Today’s guest, John Carney, has prioritized having an A team and has put a great deal of work into creating one. In this episode, John shares some of his tips on finding the best people. He believes that it is important to work with people who are experts in their fields.
There is no doubt that the times we find ourselves are extremely challenging, and while it’s easy to focus only on the obstacles, innovative thinking happens in moments of crisis. Using this period to slow down, reflect, and plan for the future is what will set the greats apart. Today's guest, Brian Dally, is doing just that. In this episode, Brian shares how he and his GROUNDFLOOR team are positioning themselves for the ultimate success. He talks about their bullish long-term approach, and why they are sticking to their guns now more than ever. Then, Brian delves into how having diverse sources of capital has ensured that they are still able to do payouts. Not being heavily tied to institutional money has stood them in great stead and will certainly see them come out stronger on the other side.
In the syndication space, raising capital and branding gets spoken about a lot, and while they are hugely important parts of success, they often eclipse other equally crucial pieces of the business, like execution. After the deal has closed and you get handed the keys, then what? How do you execute everything to ensure that your deal is ultimately a success? Our guest today, Mike Taravella, is here to shed light on the numbers and how to tie them into execution. In this episode, Mike walks us through his journey and how working with startups showed him the importance of correlating the numbers with execution.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a handout.
To learn more, visit LY2NK.com.
As syndicators, we all want to attract high net worth investors, but landing these big fish isn’t always easy. Not only are they usually extremely busy individuals, but they likely have many others vying for their investment, so you have to ensure that you find a way to stand out. Today's guest, Dan Handford, is an expert in brand-building and is here to share some of his most valuable tips on finding those high net worth individuals. What Dan shares on the show today is a sneak peek into the Multifamily Investor Nation Summit, and our listeners get 10% off, using the promo code ‘Whitney.’ We kick off the show by learning more about the importance of finding your avatar and some ways to understand what they’re thinking. Dan found his investors by sharing his stories as a business owner both of his successes and failures.
We all know about a little bit about Search Engine Optimization (SEO), but how do you get your website in front of customers that are actively looking for your services? Today’s guest is Kris Reid, founder of Ardor SEO Services. He’s a software engineer from Brisbane Australia who built an online computer game and, like many online businesses, he struggled to get visitors to his website.
If you’re a military, public safety, or ‘blue-collar’ employee that’s eager to learn about Real Estate Investing, David Pere would like to show you how to improve your chances at financial freedom. After having success with Real Estate Investing (REI) himself, David started From Military to Millionaire to teach personal finance and REI to service members and the working class. In this episode, he gives us some insight into his personal journey and explains the importance of using digital platforms to his advantage when growing his audience and his brand.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
Since its purchase by Microsoft, LinkedIn has become far more than a place to show your resume and provides a unique set of functionality compared with other social media platforms too. One of the ways it can be used is as a powerful tool to connect with high net worth investors and Yakov Smart joins us on the show today to tell us how. Yakov is an internationally recognized LinkedIn expert and the author of Disrupting LinkedIn. He’s known as the leading authority when it comes to raising private capital by tapping into a new way of using LinkedIn. In our conversation with Yakov, we hear about how much the platform has changed in recent years, and he talks about why high net-worth individuals love to use it.
Today’s guest is Blake Templeton and his God-driven, three-dimensional investment strategy has proved so successful that even atheists choose to invest their money in him. Blake is the author of The Solomon Way and CEO of Boron Capital, an investment firm with a unique approach that is on track to have 100 million dollars under management in the next 12 months. When Blake’s numbers-oriented mind found real estate, he partnered with a multimillionaire and began to develop his three-dimensional approach by going back in time and studying the strategies of the world’s first billionaire: King Solomon.
Starting a podcast can be very daunting. You may feel like you don’t have much to contribute because you’re not an expert or maybe are overwhelmed by the choices of equipment. If these mental blocks are holding you back, then it’s time to let them go and start your podcast. Today's guest, Travis Chappell, knows what it takes to build an incredibly successful podcast. Rather than waiting to be an expert, he used a learn by doing model, and in the process established himself as a thought leader in the networking and communications space. In this episode, we learn about what drew Travis to podcasts.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
When starting out in syndication, it is easy to get held back by limiting beliefs. This can either keep you out of the game entirely or keep you thinking small. Rather than succumbing to these mental roadblocks, it’s important to realize that if you take a few small steps in the right direction, they can set you up for great future success. Today's guest, Monick Halm, did just that. After falling into real estate by accident, she threw herself into learning about syndication, took action, and the results speak for themselves. In this episode, Monick talks about being laid off and the blessing that came from it.
While the sudden changes that real estate investors have seen thanks to COVID have presented challenges, investing in real estate right now is still a sound decision for many reasons. It was great to get Danny Randazzo back on the show again where we discuss business as usual for him, thanks to the fact that he knows what questions to ask when it comes to managing his current assets and vetting new deals. Before all the restrictions of the pandemic set in, Danny and his team were in the middle of acquiring a new deal, and we talk to him about how he took everything in his stride and continued with the closing process. He gives a whole bunch of tips to listeners about how to manage current investments, underwrite an active deal, or vet a potential one in such a way that even if a crisis of this scale hits unexpectedly, you’ll have the right kind of risk-resistant systems in place to get you through it.
As aspiring or current syndicators, it is important to build your brand. This means putting yourself out there, on social media, and appearing on podcasts. However, it is important not to put the cart before the horse by going on podcasts before you are properly prepared. Our guest today, Adam Adams, is here to help us get the horseback in front of the cart again, by providing actionable steps to follow to get our lead magnet and funnel in order. In this episode, Adam talks about the importance of knowing your avatar. While it is easy to want to cast the net wide, take the time to hone in on who your ideal passive investor would be. This way, you can speak their language, find out what keeps them up at night, and ultimately give them the content they want to hear.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
The syndication business, and real estate investing generally, tend to have a bias toward action. While the importance of acting fast and decisively cannot be understated, strategic planning often takes a backseat. Our guest today, Scott Lewis, takes a unique approach in his business, Spartan Investment Group (SIG), leveraging his military background to prioritize precise planning. In this episode, Scott shares some of the lessons he learned from being in the Army. Aside from the honor of serving his country, the leadership skills he gained have stood him in great stead, helping him get through even the toughest times.
A huge component of achieving success in anything you undertake is your mindset. Without self-awareness and self-reflexivity, it is difficult to trust your instincts and know if what you’re pursuing aligns with who you are. Today’s guest, Sameer Sharma, joins us to share how he has applied principles from his physical practice to achieve a fuller life. In this episode, we learn more about Sameer’s physical and business skill-set and how he combined the two to form a unique approach to self-mastery.
Our Gracious Sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
Despite how fast the world of syndication is growing, there are still great technological gaps in the space. From communicating with investors to capital raising, operators often have numerous, disparate systems that can lead to bottlenecks at various stages of the syndication. These inefficiencies seriously hinder an operator's ability to scale. Today's guest, Kevin Heras, is here to talk about a platform he co-founded, InvestNext, which looks to modernize and democratize real estate syndication. In this episode, Kevin shares his background with us and his passion for tech space. We also learn more about the close relationship that the company has with its clients and the unique way they’ve leveraged customer input to grow business. Kevin also walks us through the platform in more detail.
As we’ve said time and again, mindset matters. Regardless of how good a business plan or niche you may have, if your thoughts are not supporting you, it will be hard to reach your desired level of success. This, however, is far easier said than done. Luckily, today’s guest, Dr. John Demartini, a world-renowned human behavior specialist, and researcher, is here to share some of the mental and behavioral cornerstones for success. In this episode, John sheds light on the importance of knowing your values. While this may seem simple, it requires some deep-digging. Once you unearth these, you will understand much more about yourself and your priorities.
It's easy to feel despondent when starting out in syndication. You may feel that without experience you have very little value to add, but this could not be further from the truth. Something in your skill set can add value, even if it’s as simple as being an insatiable learner. Our guest today, Chris Pomerleau, is here to share with us how you can use your unique talents to get involved in a syndication. In this episode, Chris talks about how to leverage your skills to make your way onto a deal.
Growing your qualified leads and converting them to sales is the key to any successful business, especially right now. Yet, if you are like most people, you are noticing that it is getting harder and harder to do. This is because most lead generation software can’t distinguish between leads that convert and those that don't, but today we had Juliet Clark on the show to talk about how she is changing that. Juliet has had a far-reaching career in marketing, writing, and even real estate, but when she self-published her first book after working for Nissan, she realized that entrepreneurs don’t do nearly enough market research. This is when she created her quiz-based software applications that both entrepreneurs and their potential clients can take. Juliet talks about how her software helps entrepreneurs get clearer about who their potential clients are by taking the most promising ones through a quiz that acts as a vetting process.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
It’s always important for property owners to have good relationships with their tenants, and during times of crisis, these ties can be put to the test. With many tenants struggling to pay rent, property owners have to come up with innovative solutions to work around these newfound hurdles. Our guest today, Ben Kogut, is here to share some of the ways that HJH Investments is making concessions for their tenants who are in the retail, commercial, and industrial space. In this episode, Ben sheds light on what makes HJH's syndication model unique.
Many of us have become entrepreneurs because we enjoy finding solutions to problems. There is no better time to put this character trait to the test than during a crisis like the COVID-19 pandemic, where hurdles continue to present themselves daily. Preston Walls, our guest today, is here to share some of the ways that he is navigating the effects of these unprecedented times. In this episode, we learn more about Preston’s background and how the COVID crisis has affected his business. He shares some of the creative strategies he and his team have used to help tenants.
In these unprecedented times, it is normal to feel a range of difficult emotions as the uncertainty of the current situation is hard to navigate. Rather than giving in to the overwhelm, our guest today, Logan Freeman, has used this time to work on his business and himself to set him up for long-term success. In this episode, we learn more about Logan’s start in real estate and the niche he’s in. He also talks about his faith and how it has led him through uncertain times. By cultivating a strong belief and relationship with a higher power, Logan has learned to trust his journey. He shares with us some of the business systems and processes he has implemented, from a CRM system to hiring a full-time investor relations employee. By having the time to zoom out and slow down, he has been able to make strategic decisions that will ultimately propel the business forward.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
Asset management has always been a vital component of multifamily, and in light of the current crisis, it has gained even more importance. Property owners have to maintain a balance between keeping everyone from their tenants to their employees safe, while still running their business effectively. Today’s guest, Mike Butler, joins us to share how he is handling asset management in these unprecedented times. In this episode, Mike begins by talking about his journey and reassures us that even if you start in single-family, those skills transfer well to syndication.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
When you begin growing your wealth, it is incredibly important to put structures in place to protect your assets. There are numerous ways to do this, and while it’s best to seek out legal advice specific to your situation, our guest today, Garrett Sutton, is here to offer some valuable general asset protection advice. As an asset protection expert, Garrett has a wealth of knowledge and a creative mind to figure out the best course of action to keep your assets safe. In this episode, Garrett shares more about his background and how he got started in this niche. He also sheds light on some asset protection structures general partners can use. As a GP in a deal, you assume much of the responsibility, which makes you vulnerable to potential legal action.
We all face adversity in some form or another in our lives, and it’s how we choose to deal with it that's important. Either we can feel like we are victims or we can use these difficulties as the motivation to achieve success. Our guest today, Sterling White, has chosen the latter path, and despite a difficult upbringing, he has managed to excel in the world of real estate. In this episode, Sterling shares more of his incredible story and how he didn’t let any obstacles stand in his way. Sleeping in a friend’s den while adding value to his mentor’s business, Sterling realized that while he did not have money, he could add value by offering his skills and time. He managed to buy his first property despite his bank account being in overdraft, and the rest is history!
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
As a passive investor, when looking at a prospective deal, it is crucial to notice any red flags. When you’re inexperienced, these warning signs can be hard to detect. This is why we’ve brought on today’s guest, Dan Handford. Not only is Dan a hugely successful entrepreneur, but he is also a great friend and has been a guest on the show numerous times. In this episode, Dan talks about red flags passive investors should look out for, particularly in light of the coronavirus crisis. He alerts us to the fact that we should be seeing underwriting changes if the deal was underwritten before the crisis hit.
We are all in the midst of the coronavirus pandemic but our lives have to carry on in some way and so does the real estate business! Our guest today, Dan Kennedy is the cofounder of Driven Capital Partners, and his partner, Matt Shamus, is a previous guest of the show too! Dan is a former professional soccer player and dived into the real estate game after his retirement. We hear from Dan about his attraction to the world of property, how he has moved into multifamily, and the ways in which his business has been affected by COVID-19. Dan gives us some insight into the inner workings of Driven Capital Partners and how they operate, from daily schedules to the types of deals they go after.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
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Businesses who are better than their competitors at providing an excellent service to an audience that really needs it have mastered the art of positioning. Today’s guest is John Paul Mendocha, aka Dr. SpeedSelling, and while he is not directly involved in real estate, the expertise he shares today as a positioning expert could be the thing that saves your business. Rather than go to university, John Paul decided to cut his teeth as a gambler in Las Vegas, and he tells listeners about the salesmanship skills he learned there and later in his career. He now revives failing business and its all thanks to his knowledge about positioning. John Paul compiled these skills in his book Most Businesses Fail in the First Five Minutes, and in today’s show, he walks us through the most important parts.
Having laser focus is necessary to succeed in syndication. However, this one-track-minded thinking has its drawbacks because you may not have a diversified real estate portfolio. Our guest today, Alpesh Parmar, is here to talk about how important diversification is. In this episode, he shares how he started by getting his feet wet with single-family. He then delves into the numerous ways he has diversified his portfolio. Along with having several different asset classes, he is invested in numerous markets around the country and is also both a passive and active investor. He even has international assets, in countries such as Belize and Panama. Alpesh walks us through some of the benefits of being this diversified.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Being a woman in the construction space is no easy feat. Our guest, today, Meg Epstein, has not only broken into the industry, but she has managed to excel in more than one city in the country. In this episode, Meg talks to us about how she built a successful career in construction. She shares the story of how a chance spotting of a ‘For Sale by Owner’ sign was the kickstart she needed in her new city, Nashville. While this partnership ultimately came to a messy end, Meg’s first deal taught her a great deal about the business in many ways. Not only did she come out with a sharpened technical skill set, but she also realized the importance of carefully selecting the people you work with.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a handout.
To learn more, visit LY2NK.com.
There are millions of different strategies and tools that can improve your syndication business but the foundation of success, as in any area of life, is in your mindset. Here today to talk about his mindset in real estate is Jeff Holst! Having suffered some serious setbacks over ten years ago, the thing that got Jeff through was his attitude. As a young man Jeff decided that he was never going to have another bad day and so when he was diagnosed with leukemia and subsequently went bankrupt, it was his positive outlook that allowed him to bounce back!
Transitioning from one career to another can be daunting. This is can feel especially frightening when everything on your newly chosen path is unfamiliar. On the flip side, it can also be an exciting opportunity to learn as much as possible. For Ryan Christopher Nunes, our guest today, leaving his corporate career and diving headfirst into multifamily has been a rewarding experience in many ways. Not only has he achieved great financial success thus far, but it has also ignited his entrepreneurial passion.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Crowdfunding is a unique way to get investors on board a syndication. While the projects that we typically talk about on this show are multifamily apartments, our guest today, Brandon Silveira, shares an investment option we have not ever spoken about before – farmland. In this episode, we learn more about Brandon’s platform, FarmFundr, and how it works. We discover why farmland is such a stable investment model as well as why the syndication model is so well-suited to agricultural land.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a handout.
To learn more, visit LY2NK.com.
We know that these are turbulent times, and the uncertainty of when it will end can be fear-inducing. As we continue to be bombarded with information, it’s not easy to know where to look for credible information. Our guest today, Bob Fraser, returns to the show, this time to shed some light on the current economic situation. In this episode, Bob talks about investor emotions and how institutions have responded to the crisis. He shares information from credible financial organizations and their forecasting. While it could all appear to be doom and gloom, Bob doesn’t see it this way.
Working with partners is not easy. While someone may sell themselves to you in one way, when you work with them, it could be an entirely different story. As someone with long-term experience in the syndication industry, Maureen Miles, our guest today, has seen it all. She has had enormous success in working with partners and has also been in less than optimal partnerships. In this episode, Maureen gives us some of her advice about partnerships and working with people generally. She stresses the importance of having your own entity when first partnering with someone.
No deal is free from unexpected problems, but these stumbling blocks can be made a lot less stressful if you have your capital budget done right. After joining us a few episodes ago to speak about her journey in real estate, Maureen Miles comes on again today to talk about how she works out whether her budgets can handle her cap-ex. Maureen started in real estate by renovating singles and duplexes before successfully making the transition to syndicating 100 plus unit complexes. She founded 4M Capital, a multifamily private equity investment firm and is the founder and general partner of a construction firm and a management firm too.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Senior living is not a niche we often talk about on the show despite its massive growth forecast. Our guest today, Fabiola Fleuranvil, is here to shed light on the topic. Her current project, a combined assisted living, memory care, and independent living facility, is set to be the first of its kind in Detroit. In this episode, Fabiola shares more about her entrepreneurial journey. Having started in single-family investing at an early age, she saw some great ups and downs, which came during the 2008 crash. Rather than deterring her from real estate, she used it as a learning opportunity and bounced back stronger than before.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a handout.
To learn more, visit LY2NK.com.
Being born into the real estate business sounds like a dream for many of us who have had to start from scratch. But this was not the case for Pankaj Sharma, our guest today. Despite being involved in the family business from a young age, mowing lawns and painting exteriors, he never saw himself pursuing it as a career path. However, as he got older, he realized just how valuable real estate was. Times may change, but real estate always remains a constant. In this episode, we learn about what ultimately motivated Pankaj to dive deep into real estate.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
We know that preparing for downturns, even when things are going well, is important. But none of us could have predicted the impact that the coronavirus has had on the economy. Our guest today, Ashley Wilson, found herself in a fortunate position when it came to making provisions because of her background in pharma and work with viruses. She was able to leverage her knowledge of virus progression to prepare well before the country faced a full-blown crisis. In this episode, we learn about how her previous work experience has guided her decision-making. Armed with an understanding of how the virus manifests along with a knowledge of how the economy works, she was able to see the perfect storm coming. She then had the foresight to prepare in advance, even when people thought she was being unnecessarily cautious.
We know that real estate is a relationship business and that without strong ones, it’s near impossible to succeed. But what does it take to build these strong ties with people? Our guest today, Steve Arneson’s superpower is creating bonds that last, and he’s here to share just how he does it. In this episode, we learn more about Steve and the current niche he’s focused on. He sheds light on how he approaches potential investor relationships. As his mentor says, it’s important to think about it like going on a date. You need to think of the first few conservations as getting to know someone personally before you take it to the next step.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
As we head further and further into these uncertain times, it is important to get advice from as many experts as possible. This is why Mike Zlotnik, a hugely experienced fund manager, joins us today. In this episode, Mike sheds light on what his fund invests in and how they have been weathering the current storm. As they are largely LPs on deals, they have not yet borne the brunt of the shocks. He also talks about the importance of liquidity at a time like this. Having cash on hand serves a dual purpose: You can solve problems with it and you can take advantage of new opportunities.
Our Gracious Sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
As we know, real estate is a great investment. But sometimes, it takes up so much time that the time-money relationship is very skewed. Chris Wooten, our guest today has firsthand experience of this. After retiring from the Marine Corps, he tried his hand at single-family and single-family wholesaling. However, he soon realized these niches didn’t align with his objectives, which were to have more control over his schedule and room for greater creativity. Instead, he chose to pursue multifamily and his asset management superpower. In this episode, Chris shares his self-education journey with us. Through constant consumption of podcasts and educational materials, along with attending networking events, Chris was able to build a granular understanding of every facet of the deal.
Our Gracious Sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Many of us in the syndication space get our start by doing single-family, duplexes and triplexes, and even small multifamily deals. It’s easy to feel like this was a waste and wish we had found syndication sooner. However, Maureen Miles, our guest today, believes that starting small was the best thing that could have ever happened to her. By being involved in every aspect of smaller deals, she learned more than she could have bargained for. This not only gave her the confidence to do larger deals but also meant that she could step in and fix any aspect that was not going to plan. In this episode, Maureen sheds light on her diverse real estate journey thus far. She shares how real estate went from being about securing a good retirement to becoming a fully-fledged obsession. Leaving her job wasn’t easy, but she knew it was the right thing, for herself and her family.
As the uncertainty around the coronavirus crisis continues to grow, it is easy to panic and be filled with negativity. But as real estate investors and syndicators, we are problem-solvers, which means that during these hardships, we must work toward solutions. Our guest today, Matt Shamus, is here to share how he and his Driven Capital Partners firm, are looking to reframe the current moment to focus on more positive outcomes. In this episode, Matt shares his real estate journey as well more on Driven Capital. We learn that by having diversified investment offerings, not only do they cater to a range of investors but they also provide exposure to different markets. Matt then sheds light on how Driven Capital is using the coronavirus crisis to establish better relationships with their tenants.
Our Gracious Sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
Leaving your W2 to launch into syndication full-time can be very frightening. Some people opt to make the transition slowly, while others choose, for better or for worse, to dive straight into syndication. Neither is right or wrong. You have to find what works for you. Bethany Smith did just that. She dove head-first into syndicating, and while she does not recommend this for everybody, it allowed her to break into the industry. Bethany, and her husband Nate, are our guests on the show today and in this episode, we learn more about the couple’s real estate journey and how they used house hacking and military crash pads to start cash flowing through their investments.
Our Gracious Sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
While assets like IRAs and 401(k)s are typically bankruptcy exempt, they also have restrictions on the way the money they store can be used. Enter the Bank on Yourself whole life policy which we had Sarry Ibrahim on the show to tell listeners all about. Sarry is a licensed Bank on Yourself adviser who helps his clients build a healthier financial future through the asset protection, growth, and liquidity his policy provides. In today’s conversation, Sarry lets us in on the scope and benefits of the Bank on Yourself plan. The policy provides a way to protect the money that a policyholder wants to keep liquid so that it can be accessed and used at any given time.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
Hearing stories of how other syndicators close deals is a very helpful learning exercise. It gives you insights into their thought process and some of the strategies that they use to get over the finish line. Today, Sam Rust, Whitney’s partner at Life Bridge, joins us to discuss a deal that they recently closed and the importance of sticking to your guns. In this episode, Sam walks us through the details of the property and what stood out to them. Through a previous deal, Whitney and Sam had established a good relationship with the broker who brought them the Stratus project.
Crowdfunding continues to grow in popularity. It is a way to democratize the world of real estate investing, which historically has only been open to super-wealthy Americans. Its growth and positive outcomes have led to several changes being made in the space. Mark Roderick, our guest today, joins us to unpack these developments and the positive influence that they will have on real estate investing. In this episode, Mark presents an overview of the current crowdfunding space. He talks about the difference between Title II, III, and IV, and some of the evolution that has happened over time.
Making properties perform without raising rent is a special skill and one that is becoming increasingly important in the current moment of crisis. As rental income is growing more and more uncertain, it is essential to find other ways to generate revenue. Jason Yarusi is an asset management superhero, and he is here today to share some of his knowledge with us. In this episode, we learn more about property triage and ways to cut back the fat. Jason discusses his ‘water walk’ and how, through tenant education and simple upgrades, he has been able to cut back on his properties’ water expenditure significantly. We also discuss how interventions in common areas, like unnecessary lighting or electricity use, can save significant costs in the long-run. Jason highlights the importance of sidelining any non-urgent capital expenditure and why it’s necessary to be as conservative as possible.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Passive investors are often led to believe that they don’t have that much power in deals. However, the opposite is true. Operators rely heavily on passive investment, and as such, these investors should have access to all the information they need to make informed decisions. Our guest today, Joseph Bramante, joins us to share some of his top tips on how passive investors can vet operators. In this episode, we learn more about Joseph’s background and how he accidentally fell into syndication. Ever since then, he has not looked back and has grown from strength to strength. Joseph then highlights key aspects that passive investors should investigate when looking for an operator. He highlights experience, underwriting, and track record.
The legal system has undergone many changes over the past 40 years. Previously, it is used to be about justice, but now, the focus has shifted to redistribution from the haves to the have nots. This has meant that civil litigation and predatory lawsuits have grown exponentially. For this reason, it is vital to put a barrier between you and your assets, which is exactly what asset protection is. If you had gold, you would put it in a safe, which means that any other valuable asset you own, should be protected in some way.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
Becoming an influencer or thought leader in your niche is one of the best, most innovative marketing strategies out there today. By leveraging the power of social media, you can be your authentic self, while simultaneously building a strong thought leadership platform. People want to work with those they know, like, and trust, and reaching out digitally is one of the powerful ways to build rapport. Where do you even get started building this platform? It’s certainly overwhelming, which is why we’ve brought in Neal Schaffer, a leading social media marketing authority, to speak with us today. In this episode, we learn more about how Neal got his start in the social media and influencer marketing space as well as what his agency does. We learn about the flexibility of their services based on their clients' needs and the variety of ways the agency helps its customers. Neal also provides some clear, actionable steps that you need to take to become an influencer.
The COVID-19 pandemic is one unlike we have ever faced, and with it has come a host of foreseen and unforeseen consequences. Syndicators, much like everyone across the globe, find themselves in uncharted territory and have to make plans to weather the storm. Today, Sam Rust and Whitney sit down to talk about what they’re doing to mitigate risk and how they’re gearing up for the upcoming changes. Sam is Whitney’s partner at Life Bridge and has been keeping abreast of the constant shifts. This show was recorded on March 24th so bear in mind that there may be a host of new information out there by now! In this episode, Sam shares some of the measures they have put in place, from getting tenants to pay their rent online to closing down the common areas along with other proactive steps.
There are so many factors to consider when deciding to scale your real estate investing business. From the right timing to making the correct hiring decisions, the different moving parts necessary to scale can certainly feel overwhelming. Luckily, we’ve brought Bob Fraser, whose superpower is scaling businesses, to talk with us today. In this episode, Bob walks us through what it takes to scale a business. He sheds light on the importance of treating investors as you would want to be treated. It is critical to be transparent and communicate in good times and especially the bad ones.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
As we head into increasingly uncertain times, it is important to have financial contingency plans for investment properties. There are numerous ways to conserve cash, from only doing essential renovations to delaying investor payments. Our guest today, Gary Lipsky, joins us to talk about how he has been preparing for the consequences of the coronavirus pandemic. We kick off the episode by following up on some of the deals Gary had underway during his last appearance on the show. We find out the incredible profit they have managed to achieve and how they convinced investors to sell after holding the property for less than a year! Gary also walks us through a deal they are best in final on and how that’s going.
Real estate, like many other businesses, is a team sport. Entrepreneurs can't do everything alone because everybody has their limitations. This is why it is so important to work with the right group of people who not only support your strengths but also compensate for your weakness. This may sound easy, however, getting a synchronized, balanced team together is not simple. Our guest today, Tatiana Mersiadis’s superpower is building teams, and she’s here to share some of her insights with us. In this episode, we learn about where Tatiana came from and how her background as an educator has paved the way for her social entrepreneurship. We also learn that before you can build a good team, you as a leader, have to look within yourself and do the hard work.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
The COVID-19 crisis has thrown us all into unchartered waters. It is easy to panic at a time like this, as we are bombarded with information, but it is important to remain calm, rely only on credible news sources, and work through any problems methodically. Rahul B. Patel, a friend of the show, who has made several previous appearances, joins us today to provide us with some crisis management guidelines. In this episode, Rahul points to some reliable news sources such as federal and state websites, which get updated constantly. He also talks about the importance of balancing good business decisions by showing care and compassion towards your tenants.
For Sterling Chapman, our guest today, real estate has always fascinated him. Despite a successful corporate career, he noticed an unsettling trend, where yearly corporate reshuffling meant that even the most experienced people at his company started losing their jobs. This forced his hand and pushed him to invest in real estate as a means of securing another income and safety net for his family. In this episode, we learn about Sterling’s success so far. In a year and a half, he has built a portfolio of 27 homes and moving forward, he is actively pursuing syndication.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Although this is a syndication show, syndicating is by no means the only way of entering a deal. For some, the pressure of raising money, constantly liaising with investors, and the time involved, makes syndication unappealing. Not only this but oftentimes people looking to get started don’t have their own capital to enter into a deal. Our guest today, Gabriel Hamel, has not let his lack of resources stop him from building up a sizable real estate portfolio. In this episode, Gabriel sheds light on how he has used no money down loans and seller-financing to acquire properties.
Our gracious sponsor:
The Real Estate Investing Rocks Digital Summit will be held on March 26-28, 2020. Learn, network and grow with 20+ industry-leading experts! To register, click here.
So many of us have been told by society that going to college and getting a good job is the only way to be financially safe. And while this may work for some, it is certainly not the only path to success. There are numerous people out there who choose to strike it out on their own, and in doing so, reach heights they could have never imagined. Today’s guest, Kyle Marcotte, is one of those people who took massive action and has reaped proportionate rewards. In this episode, we learn about why Kyle dropped out of school and how he came to pursue real estate. Not only was he unfulfilled, but he also didn’t want to trade his time for money any longer. He realized that real estate was going to be the tool that freed up more of his time while ensuring financial freedom.
Our gracious sponsor:
The Real Estate Investing Rocks Digital Summit will be held on March 26-28, 2020. Learn, network and grow with 20+ industry-leading experts! To register, click here.
As we’ve said time and again, getting started in real estate investing is no easy feat and it's particularly difficult without any connections. Many people have families who have been in real estate for generations or are in affluent, well-connected social circles. This does not mean someone without relationships can’t break into the industry. But it does make it harder. It's a challenge that can be overcome with hard work, as our guest today, Bethan Babcock, proves. In this episode, Bethany sheds light on how she cultivated connections and how she worked her way from answering the phones to where she is now.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Moving is one of the most stressful life events. It’s right up there with divorce, losing a job, and illness. This is why it’s useful to get an expert to help you through it. Not only is packing your house up difficult but so too is selling it. Emotions, for the seller and potential buyers alike, run high during the sale. Sellers need to understand who the buyers in the market are and create a feeling that will strike a chord with them. This is Caroline Carter's area of expertise. She helps clients manage their home transition and digs deep into trying to understand what the potential buyer is looking for.
Our gracious sponsor:
The Real Estate Investing Rocks Digital Summit will be held on March 26-28, 2020. Learn, network and grow with 20+ industry-leading experts! To register, click here.
Currently, there are two million commercial real estate companies and four million employees across the US. This equates to an average of two employees per firm. While there are hiring practices such as utilizing virtual assistants to help with commercial real estate growth, VAs often only cover certain gaps. Along with this, for many companies, it is not possible to hire highly-skilled workers full-time. This is where Bullpen, a marketplace that looks to reinvent commercial real estate hiring practices, comes into play. The platform connects top analysts with commercial real estate firms all across the country, and its head of sales and marketing, Mason Fiascone, is here with us today.
Our gracious sponsor:
The Real Estate Investing Rocks Digital Summit will be held on March 26-28, 2020. Learn, network and grow with 20+ industry-leading experts! To register, click here.
As a syndicator, finding a good property manager can be a difficult task. Not only do you have to trust them implicitly, but you also have to ensure that they are the correct fit for you to achieve your desired returns. Our guest today, Jimmy Murray, is here to share some of his insights into the importance of picking the right property manager. In this episode, Jimmy talks about why investment philosophy rather than price should be the determining criteria when choosing a property manager.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
While the thought of being an entrepreneur can be very exciting to some, for others it just evokes the feeling of having to be plugged into the business all the time. Although this may be true in some cases, if you, as an entrepreneur, can focus on what gives you energy and delegate tasks that drain you, it is possible to create a business that both thrives and that serves you. This is exactly what our guest today, Trevor Mauch, has done. Despite early exposure to entrepreneurship, he was adamant it wasn’t the path for him. He has since gone on to grow a hugely successful business.
Our gracious sponsor:
The Real Estate Investing Rocks Digital Summit will be held on March 26-28, 2020. Learn, network and grow with 20+ industry-leading experts! To register, click here.
We often hear about house flipping in real estate, but what we hear about far less often is land flipping. For Jack Bosch, our guest today, this niche has been his ticket to real estate success. He picked land flipping because he knew he needed to grow his wealth but did not know enough about real estate. But after 4000 deals, the knowledge that he has gained has been invaluable and this has helped push him into syndication. In this episode, we learn more about land flipping and the success that Jack has had with it.
Our gracious sponsor:
The Real Estate Investing Rocks Digital Summit will be held on March 26-28, 2020. Learn, network and grow with 20+ industry-leading experts! To register, click here.
The term ‘overnight success’ no doubt makes many of us green with envy. But is that expression even true? While we may see the fruits of someone’s labor, we don't witness the hard work and constant sacrifices these people made to reach the top. Our guest today, William Walker, knows all about this sweat equity. When he left his W-2, he spent eight months putting in the hard work, building relationships, networking, and living off of ramen and peanut butter and honey sandwiches. While this ultimately led him to his first large syndication of 160-units, he does not sugarcoat the work it took to get him there.
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Today on the Real Estate Syndication Show, listeners will learn more about the opportunities in the office and industrial property space. Joining in to share his expertise is Cody Payne, an office and industrial investment sales specialist for Colliers International. He is a team leader for a nine-person investment sales team that works with private institutional funds and syndicators across the globe. Cody shares more specifically what asset classes they are focused on and advises which properties will be best suited to investors who are willing to take more risks and those who prefer to play it safe.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Working in any creative industry is undoubtedly fulfilling and can even be financially lucrative, but there is often no long-term financial security. This is why it’s important to pursue other opportunities, outside of the industry, to secure financial freedom. Our guest today, Nathan Adams works in the film industry and has chosen real estate investing as a means of ensuring a comfortable life for himself and his family. In this episode, we learn more about why Nathan chose real estate investing over other investments.
There are so many different real estate asset classes to invest in that it can feel overwhelming knowing which one to pick. For many of us in the multifamily space, we got started in single-family homes before transitioning into a more scalable model. Some have even left multifamily in search of even more hands-off but lucrative investments such as storage, warehousing, and even shopping centers. Our guest today, Alan Schnur, believes that this is the inevitable evolution of the real estate investor, where you learn what you can and then move on. Alan returns to the show, after being our third ever guest in October 2018!
It is well-known in syndication that raising capital is one of the most difficult things you can do. Not only can it be hard to meet the right investors, establishing meaningful relationships once you’ve met them can be equally challenging. Oftentimes when we, as syndicators, have a deal that we are so eager to share that we come across as desperate to potential investors. This is why it is important, as our guest today, Dan Schoenbaechler, points out, to approach investors with a contribution mindset.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Today on the show, we welcome Adam Adams. Adam started investing in real estate in 2005 and today holds over a thousand multifamily rental doors. He’s the organizer of Colorado’s most active real estate group, host of the Creative Real Estate podcast, and a devout social media hacker. In this episode, we discover why Adam’s superpower is hacking social media algorithms, and why he believes this a key component to leveraging any real estate syndication business.
We all face adversity in our life, but rather than being held back by it, what if we turned these obstacles into our greatest strengths? When we look at difficulties through the lens of opportunity rather than constraints, a whole new world opens up to us. Darren Jacklin, our guest today, has lived a life with many bumps in the road, where he could have given up at any moment. Instead, he used his street smarts and turned it into his superpower of helping people find the right deal and growing their portfolios exponentially.
Our gracious sponsor:
You could feed a child for a dollar a day… But what if children could feed themselves... and feed their family and generations to come?
Leaders Yielding to New Knowledge, or LY2NK, is a non-profit organization that focuses on empowering people to form self-sufficient, sustainable communities. LY2NK gives a hand up not a hand out.
To learn more, visit LY2NK.com.
Tackling a value-add multifamily project is a very daunting task. From budget creation to hiring, there are so many moving parts on a project of this kind. Luckily, our guest today, Rich Trepanier, is here to share what it takes to do a value-add renovation. In this episode, Rich lays out the different ways that the term ‘value-add’ can be understood. We see that different types of value can be added, so it’s largely up to the investor to decide what they want out of the deal.
For any business to thrive, employees must feel valued and understand they are a crucial part of the company, which is why it is so important to create a healthy business culture. But what does this mean? Our guest today, Luis Leiva, is here to share with us how, through cultivating a healthy culture in his company, he and his employees have grown more than they could have anticipated. In this episode, Luis shares his incredible journey as a business owner with us. Having worked at real estate brokerages where there was a toxic culture, he knew it was important for him to create an atmosphere of acceptance and celebration for his employees when he struck out on his own.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Keeping deal flow up and really killing it in real estate takes a mixture of traits. Know-how, hard work, and consistency are three big ones. Today’s guest is Steve Merritt, and the skills he couldn’t apply to real estate as an ex-pro athlete and stockbroker, he was smart enough to hire a coach for. Steve used to play basketball in the European league and spent some time at the Chicago Mercantile Exchange before becoming a licensed real estate broker, and now he is owner and partner of 250-plus units consisting of commercial and multi-family asset types.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Creating content is no doubt a daunting experience. Not only is putting yourself out there a very vulnerable experience but figuring out which content to produce can feel similar to navigating a minefield. Fortunately, our guest today, Adam Gower, is armed with some of the most extensive experience in this area. Having had a hugely successful run at raising capital both in-person and online, he certainly knows his stuff. In this episode, Adam shares with us the importance of being authentic when producing content.
Value-add is a term used by nearly everyone in the multifamily space, but very few people understand what the term means. Fortunately, our guest today, Jorge Abreu’s superpower is adding value to multifamily investments. In this episode, Jorge takes us through various aspects of value-add properties. He begins by defining the term because without understanding what it means, you cannot know what kind of property you’re investing in.
There is an old adage that goes, “Jack of all trades, master of none,” and real estate, we often talk about the importance of specializing and focusing on what you’re good at. However, there are benefits to trying your hand at many different facets of the business, not only to see what you enjoy but also to understand how all the moving parts work. This is exactly what our guest today, Pauldine France, has done. From working as a developer’s assistant to branding to construction, she’s seen it all. She has been able to weave these skills together and use them to oversee teams compromised of diverse members.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
It is Episode 500, and in the spirit of celebration, today’s show is from the Best Ever Real Estate Conference where Sydney and co-host Sam Rust interviews Joe Fairless, multifamily investor and the host of the event. Tuning into the show, listeners will hear about our guest’s impressive accomplishments and what his focus is for 2020.
It can be easy to feel like you’re too young to get started in real estate investing. But what if instead of looking at your age as a disadvantage, you saw it as an opportunity? This is exactly what our guest today, Logan Fast, did. After graduating from college, he started a job, and by noon on his first day, he realized that he could not see himself in that position long-term. This sparked his interest in real estate investing, which he ultimately chose to pursue full-time. He felt that because he was young and didn’t have many responsibilities, he did not have much to lose. In this episode, we learn more about how Logan took the leap, left his W-2, and what he has learned along the way.
Building a syndication business is not easy. So, imagine immigrating to the US, setting up a life for yourself, and trying to break into the world of real estate investing. Sounds pretty impossible, right? Not for our guests today, Leslie Awasom and Tenny Tolofari. Not only have they found success in their W-2 positions in the States, but they have also started a syndication business that is well on its way to doing great things. In this episode, Leslie and Tenny share some of their journeys with us, from what inspired them to partner with each other to how they found multifamily syndication.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
As a syndicator, growing your network is one of the hardest aspects of the business. While you may have access to your family, friends, and work colleagues, there are always potential high net-worth individuals that you may not organically be able to reach. There are many ways to grow your network from going to conferences to hosting meetups. The list is endless. But where do you start? Our guest today, Kevin Bull, can help you, as a burgeoning syndicator, answer that question.
The higher the level of transparency you practice with your investors, the more they want to keep working with you, and if all you ever have for them is good news – all the better. In today’s episode, we sit down with Bob Fraser who is the founder and principal of Aspen Funds. Bob is on a mission to help investors take advantage of one of the most effective and overlooked avenues in real estate investing: residential mortgage notes. Coming from a background in computer science and finance, and having run a massively successful tech company, Bob has the kind of analytical mind matched with a true experience that enables him to provide a great service to his investors.
Have you ever considered taking the banker’s seat and financing yourself? In today’s episode, Whitney talks to returning guest Mark Willis about his financial vehicle of choice — a high early cash value whole life insurance. Mark is a certified financial planner, number one bestselling author, and the owner of Lake Growth Financial Services, a financial firm in Chicago. The first point of consideration for business owners should always be what they want their money to do for them, and this will vary widely according to each person’s financial situation and needs. What Willis suggests in this conversation is that bank on yourself policies are the most rewarding of all financial vehicles, provided that it is approached with the help of a bank on yourself authorized advisor.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
We often talk about the steps leading up to being able to make the transition from a W-2 to becoming a full-time investor, but we rarely touch on what happens after. What is life like when you no longer go into the office? Or when your side hustle becomes your main focus? These are all questions that our guest today, Steeve Breton, has had to figure out answers to. Steeve appeared on the show nearly one year ago, where he spoke about making the transition and is back to update us on what it’s been like.
Being a successful full-time syndicator takes a huge effort, but stealing time outside of work and family commitments to do it and do it well is another story completely. Today’s guest is Chris Pomerleau, and he is doing just that, so it was a pleasure having him on the show to give some insight into what it looks like. Chris is a full-time attorney, loving father, and husband, and a multifamily syndicator to top it all off. He has $25 million in assets under management and 420 apartment units within a three-hour radius of Omaha. In this episode, Chris gets into the great habits he has formed in his life thanks to which he has become so good at what he does. We hear about Chris’s routine activity of waking up every day at 4:44 am and the series of very effective deeds he performs in those special morning hours.
Due diligence is not the sexiest part of real estate investing. While finding and closing deals is often more thrilling, due diligence is not given as much attention. Yet, without thorough due diligence, what appears to be a promising deal could turn into a nightmare very quickly. Our guest today, Dylan Marma, is renowned for his due diligence superpower. In this episode, Dylan gives us insights into due diligence and shares a story of a recent deal that they had to let go because of a plumbing issue.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
When looking at property to invest in, there are so many numbers and factors to consider and insurance is often left to the final stages of due diligence. While this is common practice, it's not in the investor's best interests for several reasons. Not only could unforeseen expenses crop up when it’s too late to back out of the deal, but it's likely you could be over or underpaying for insurance if you leave it till further along. This is why our guest today, J Darrin Gross, advises getting insurance-related information early on. As a commercial real estate insurance broker, Darrin knows his stuff.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Finding a broker can be incredibly stressful. There are many self-serving brokers, who are simply concerned with their interests, closing the next deal, and racking up awards. In the same breath, however, some client-centered brokers work to ensure deals satisfy customer needs. Terry Moore, our guest today, is renowned for always putting the client first. This attitude has not only contributed tremendously to his success but it has also ensured that the work he does remains fulfilling.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Figuring out how to structure entities can be confusing, especially as your investment portfolio grows. As an operator, there are different ways to structure entities than if you are a passive investor. It can seem like there are endless choices. One thing, however, should inform how you choose to structure your entities: Taxes. While not the most thrilling part of real estate investment, tax efficiency is a surefire path to wealth generation. Our guest today, Amanda Han, is here to share her insights on structuring entities effectively to ensure minimal tax complications.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Pretty much all real estate is maxing out right now due to interest rates being so low. That doesn’t mean there isn’t still money to be made though, provided you play your cards right. Greg Dickerson has got some great wisdom to share on this topic and it was a pleasure to have him on the show again. Greg invests in real estate development and also buys companies before fixing them up and selling them, having worked on over $200 million’s worth of such projects. In this episode, Greg talks about reasons for high market values, the relationship between cap rates and interest rates, loan types and when to use them, rent versus income increases, and a whole lot more valuable information around financials.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
When you’re working for yourself, it can often be difficult to delegate tasks. While having a hands-on approach to business is great, doing work that could be outsourced leaves you drained with no energy to focus on what you’re good at. Virtual assistants (VAs) offer an excellent solution to task outsourcing. Working remotely, they supply their own network, personal computer, and their own office space. This leaves you with minimal employment expenses while reaping maximum rewards.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
There are many arguments to be made for dedicating time and energy to one type of real estate investment. This laser-focus helps with scaling and ensures optimal growth. In the same breath, however, having one center of attention can also be the quickest way to a crash. This is why our guest today, Joe Palmer, is an advocate for having your fingers in many pies. It is not to say that you should split your attention so much that you are scattered. Rather, it is important to pay attention to what’s happening in markets you may not be investing in and respond accordingly. In this episode, we learn about the power of diversification.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
The W2 life is not for everybody. Employees often bring fresh ideas into companies and receive little to no rewards for their contributions, even if those offerings end up benefitting their firms hugely. Today’s guest is Michael Reilman, and after having just such an experience with his job, he got introduced to multifamily syndication and is beginning to reap some great rewards. Michael comes from a mechanical engineering background, and while he still works for his firm, he now runs a syndication company called Summit Path Acquisitions and has just closed his first six-unit deal.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
We often talk about how real estate is a relationship business and that it is impossible to achieve anything alone. With the increasingly competitive multifamily investment landscape, it is more important than ever to hold on tight to these relationships. Today's guest, Kathrin Rein, is an expert at building great relationships. As an agent, it would be easy for her to have short-term interactions with her clients, which last only for the duration of a deal.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
There is no doubt that competition in multifamily is increasing. With compressed cap rates and rising numbers of syndicators, the space is becoming severely crowded. This makes finding an unsaturated niche a great option if you are still wanting to invest in real estate. Our guest for today is Scott Krone and he has found such a niche – one which we have not talked about on the show yet either. What Scott does is converts distressed buildings into self-storage units, primarily in rural areas throughout the Midwest. In this episode, we discover that this niche is both environmentally friendly and profitable too.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Entering into a general partnership is much like getting married. Not only it is for a lengthy period but it is also intensive and very likely to encounter some bumps along the way. When partnerships don’t work out, they can have dire consequences. On the flip-side, however, when there is synergy, they can propel businesses forward tremendously. Our guests today, Mike Vann, Rodney Miller, and Carl Suverkrop are fortunate enough to have formed an extraordinary partnership, and established Trident Multifamily together.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Entrepreneurs could always do with a few extra hours in the day. When they are in the weeds, they don’t realize how much of their time is spent on tasks that distract them from doing what they're best at. Not only are these tasks energy-draining, but they could easily be delegated to someone else. This is where virtual assistants come into play. Our guest today, Bob Lachance, spotted a gap in the real estate entrepreneurial market. He realized that many 'solopreneurs' needed help but didn’t know where to turn to.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
On the show today we are joined by David Winters from the Intrepid Fallen Heroes Fund! David oversees the fund, fund strategic planning, fundraising, and program execution. He has been with the fund since the establishment in 2000 and became president in 2011. Since 2000, the fund has raised over 200 million dollars for families of military personnel lost in Iraq and Afghanistan and for several special projects serving wounded military personnel. David and his team cater to those men and women who have returned from army duty with brain injury, and they are in the process of creating ten centers around the country with specialized and dedicated care for this purpose.
Today on the show, we welcome Dmitriy Chebotarev. Dmitriy is the Founder and Manager of the General Partner, Oxford Fund Managers, LLC, and the Founder, CEO, and Chairman of Vosht Capital, an Orange County-based real estate venture capital and private equity investment company. Dmitriy oversees all business development, operations, and investor relations in the firm's occupied markets, which include real estate venture capital and private equity revenue-based value-add deals.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Having a mentor is one of the keys to succeeding in any venture. While having a business mentor is becoming common practice, could mentors in all areas of our lives help us? The answer is a resounding yes according to our guest today, Jason Pero. As a friend of the show and returning guest, Jason is someone we look up to not only in business but in life in general as a man of honor and integrity.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Today on the show, we welcome John Azar. John is the Executive Vice President of MACC Venture Partners where he oversees capital structure, alternative financing, and investor portfolio development. Previously, John was a Cofounder and Managing Partner of Boston Venture Partners, a private equity consulting and finance firm based in Boston, specializing in real estate development and structured finance.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Pursuing real estate full-time, either as an operator or an investor, is no easy feat. While there are some stories of meteoric rises, it is consistent hard work that moves the needle, albeit slowly at times. Our guest today, Collin Schwartz, has seen tremendous success fueled by 16-hour workdays and more sacrifices than he could count. In this episode, Collin walks us through his journey and how he went from tearing his hair out at his W2 to being driven by his passion for real estate. As a property manager and investor, Collin has a well-rounded knowledge of real estate. That does not stop him from learning more through continued education. He also sheds light on the meetup group that he started and how this has been instrumental in his success.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Investing in syndications with IRAs has become more mainstream over the last few years. Through increased education, it has grown into a common tool for investors to utilize. However, there have been recent legislative changes that have turned many people’s estate planning on their heads because of the enormous tax implications. Don't fear! Our guest today, Damion Lupo, is an expert in the space and is here to walk us through some of the major changes. In today’s episode, we learn more about Damion’s eQRP and why it is preferable over a 401(k) as a retirement plan.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Leaving a high-paying W2 position to pursue an uncertain future may seem quite reckless. But for some, the entrepreneurial flame burns too brightly to be extinguished. This is exactly how our guest today, Will Harvey, felt. After feeling drained from the rat-race of his W2, Will realized that there was something out there that excited him: syndication! In this episode, we learn about Will's previous job in mortgages and how it paved the way for him to work in syndication. Many people dissuaded Will from making this move.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
When you stop trading time for income and instead look at how to earn passive income, the possibilities are infinite. While many of us turn to the stock market, the volatility alone can force you to try something new. This is exactly the position our guest today, Jason Wisniewski, found himself in. After becoming disillusioned with the ups and downs of stocks, he found that syndication suited his goals and resources perfectly.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Technology presents many opportunities to streamline communications between property management companies, tenants, landlords, and operators. Our guest on the show for today is Dana Dunford and she is helping to realize these opportunities with her technology-enabled property management platform Hemlane. In this episode, Dana sketches out the best-in-class offerings that Hemlane provides to optimize the property management process as far as interfacing around tenant screening, viewing schedules, rent collection, lease renewals, and much more. Hemlane uses built-in AI that provides immediate responsiveness and transparency into her app, allowing all parties to enjoy an enhanced UX throughout each stage of the property rental process.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
We all want more time. Whether it’s to spend on a passion project or with people we love, a few more hours each day would certainly be useful. Our guest today, Jeff Anzalone, is on a mission to help professionals buy back their time. Through his educational platform, Debt Free Dr, Jeff is teaching people about passive income through syndication. In today’s episode, we learn more about Jeff’s blog and what motivated him to start it.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
The leasing portion is such an important part of property management, which is why it is vital to have an expert on the team. Having someone who knows the market, as well as the technicalities of leasing, helps both the owner and the renter in various ways. David Chesnosky, our guest today, runs a leasing business and is a leader in the San Fransisco leasing space. In today’s episode, we learn from David what it takes to run a leasing business in such a competitive market and all the services that his company provides.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Most new investors have anxiety around the security of their money, but according to our guest today, Lucas Miller, there are ways of mitigating those fears and giving investors the assurance they need. In this episode, Lucas shares why he believes high-quality, business-like assets to be the safest avenue for investors, pointing out the various advantages that such properties have over residential ones. He also discusses the additional benefits of scaling up from residential into syndication, including the increased professionalism of management companies, the reduced time demands and risk as well as the tax benefits of investing in multifamily specifically.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Firms that provide passive investment services have to wear many different hats, doing everything from due diligence to asset management and syndication. Each of these processes themselves can be broken down into further distributions of tasks, and our guest on the show today joins us to share some insights into what a few of those look like. Danny Randazzo has been on the show several times before, but his rise to success over a few short years means he has fresh experience to share each time he joins us. Danny is a real estate investor, national speaker, author of The Boy Who Lost His Wallet, and a partner at passiveinvesting.com. After making his first million at age 29, he now controls over $225,000,000 in real estate. Today Danny talks about how he splits the roles between him and his partners at passiveinvesting.com.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Today on the show we welcome Chad Wittfeldt. Chad’s entrepreneurial spirit led him to start investing in the equities market when he was just 17 years old. Real estate had always interested him, and he began working at BlueSpruce Holdings to start using his skills to build digital systems while learning about real estate. Today, Chad has partnered in over 30-million dollars of real estate syndications and is passionate about how we as syndicators present ourselves online and gain profitable traction from the right people.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Did you know it’s possible to navigate a 1031 exchange into a syndication? Many investors and syndicators don’t even realize that this is an option. It is somewhat complicated, which is why we have invited Alex Shandrovsky & Michael Brady onto the show with us today. Alex and Mike are both experts on 1031 exchanges. In today’s episode, they walk us through some of the basics of what a 1031 exchange is. We learn about some of the benefits of doing this type of exchange and why it is such an attractive opportunity for investors.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Growing up, many of us believe that by getting a secure job, we will be taken care of for our retirement. If we are not exposed to entrepreneurs and other means of wealth generation, it is easy to think that investing in the stock market is our only option. While the stock market does have its benefits, it is volatile and can be unreliable. This is why our guest today, Alex Kholodenko, believes in looking outside the stock market to commercial real estate as a means of generating wealth.
No matter what position you occupy in the real estate spectrum, at some point you need to know which asset classes to put your time and money into. Weighing up the pros and cons between them requires research, and many asset classes tend to fall beneath the radar. Self-storage is one of these, and Fernando Angelucci, who is our guest for today, gets into the many reasons why investors should be taking this asset class more seriously. Fernando is the founder and president of Titan Wealth Group, which operates nationwide sourcing off-market investment properties, particularly in the self-storage space.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
There’s no way to sugarcoat it: getting started in syndication is hard. It would be easy to make excuses or let fear get the better of you, leaving you stuck where you are. Our guest today, Anthony Pinto, has let nothing stand in the way of him chasing financial freedom. As an active-duty Navy Office, currently stationed in Japan, Anthony has had every reason not to pursue syndication. However, he realized that he needed a way to transition out of the military and spent two months educating himself on real estate investing while he was below sea!
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
The path to success looks different for everyone. While some are meandering, others are more direct. But the common thread among all of them is that there is a guiding framework because success doesn't happen overnight. Strategically planning each step to get to an ultimate goal is the key to success. Our guest today, M.C. Laubscher, has taken lessons from hundreds of successful people to create his ‘Business of Multiplying Capital’ framework. In this episode, we learn about the four pillars of the framework.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Failure and mistakes are inevitable when undertaking a new venture. For some people, these bumps in the road deter them from continuing their journey. But for others, these are simply opportunities to dust themselves off, get back up, and start again. Our guest today, Jonathan Twombly, is someone who has taken every lemon and turned it into lemonade. Jonathan was dealt blow after blow for the first two years of being in syndication. Logically, he should have thrown in the towel, yet he remained as determined as ever.
Whether you are a syndicator, investor, or founder of a new startup, all the deals that you make have the potential to jeopardize your personal assets – if you don’t have the correct legal structures in place beforehand, that is. Today’s guest is Jeffrey Love and he has come to speak about what he does to help people across the landholding spectrum protect themselves from unnecessary risk as a real estate and corporate lawyer at Gibbs Giden. Jeffrey calls himself a ‘dirt lawyer’ and by this, he means he offers consultation services to developers from acquisition through to titling, construction, and holding or leasing stages of the development process. He has also recently been assisting investors and business owners and is able to offer an even better service because he is a real estate investor himself.
When looking for the next deal, many investors tend to overlook mobile homes, but this doesn’t change the fact that there is certainly money to be made from them as an asset class. With over 18 years of experience in mobile homes and parks, our guest on today’s episode can certainly attest to that. John Fedro stumbled upon mobile homes when he invested in a four-bedroom unit inside of a preexisting park. Over the next eleven months, he added ten more mobile homes to his cash flow and portfolio.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
Packing up your life and moving halfway across the world is a brave feat. Doing that and also building a successful real estate investment firm from scratch is simply awe-inspiring. Our guest today, Reed Goossens, has managed to achieve this incredible goal. In this episode, Reed walks us through how he moved to the U.S and got his foot in the real estate investing door early on. He was surprised at how low the barriers to entry were when it came to buying real estate in the U.S compared to Australia, his home country. Despite this, he was still thinking small.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Advertising deals is often a grey area. There is a lot of ambiguity around what operators can and cannot do on social media and other communication channels. Today’s guest, Dugan Kelley, is here to clarify some of the confusion. As a syndication lawyer, Dugan frequently encounters the advertising dilemma both with his clients and other operators he sees online. In today’s episode, Dugan walks us through how 506(b) and 506(c) deals are different and how these differences relate to advertising. Quite often, especially with the pervasive nature of social media, it can be difficult to distinguish sharing from advertising.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Recently, Whitney gave a presentation at a conference titled, ‘Scaling Your Business Through Branding,’ and after the positive reception he received from it, he thought he’d share it with the listeners today. Whitney has seen tremendous success with his podcast and has leveraged this thought leadership platform to scale his business in ways he could never have imagined. While it may be a simple formula, it has not been easy. Branding, as well as syndication, require tremendous work, commitment, and sacrifices of all kind. In this episode, Whitney shares with us the significance of having a ‘why’ or north star when you undertake any entrepreneurial venture. It will not only keep you focused when the road gets rough but it will allow you to share your passion with others.
Our guest on the show today is Maurice Philogene, who invests and operates apartments, mobile home parks, and multi-family commercial real estate across the United States. When Maurice was just 23 years old he began to think about how he could generate a passive income to achieve greater financial freedom. After buying a condo and watching the one next door with the same floor plan sell for $30 000 a few months later, Maurice became interested in real estate and particularly the concept of equity.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Commercial real estate is a delayed mirror of the economy, and there is nobody better equipped to show exactly how than today’s guest, Glenn Mueller. Glenn is a professor at the University of Denver’s F.L. Burns School of Real Estate, and an investment strategist at Black Creek, who has been researching real estate cycles for over 36 years. Glenn’s experience comes from his background as a bank loan analyst, and he is also a developer himself who is currently involved in his 58th construction.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Deals don’t always go smoothly. That’s just the reality of the syndication game. But it’s not all that often that we get operators talking about deals that go awry. While these difficult deals can put operators in vulnerable positions, they also serve as excellent lessons for future endeavors. Our guest today, Feras Moussa, who was recently on Episode 446 as well, joins us to share how he handled his own nightmare deal.
Our gracious sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
The leap from a W2 to full-time investing can be testing. On the one hand, a W2 offers a stable, secure income but with limited possibilities for growing your wealth while on the other hand, full-time investing affords you self-control and direction but without a safety net. These tradeoffs often make it difficult for people to leave their W2s and can cause them to get stuck in analysis paralysis. Planning is certainly important but so too is having faith that it will work out. Our guest today, Enrique Jevons, is proof that if you take that (calculated) leap of faith, real estate investing can set you on the path to financial freedom.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Working as a real estate broker can be a tough job. Many aspects are out of the broker’s control and if a prospective client decides to pull out of a deal, you could be in a vulnerable situation. It was this uncertainty that prompted our guest today, Drew Pearson, to transition from being a broker to working in private equity. He currently raises capital to buy income-producing properties, manages them, and returns the money to his investors monthly.
Our gracious sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
It is no secret that multifamily deals are getting harder to come by. For some syndicators, this scarcity has caused them to reevaluate their investment criteria and lower their standards. While this may be one way to get around the competitive syndication landscape, it is not the only solution. Our guest today, Angelo Christian, has a different answer to the problem – ground-up multifamily developments. This may seem more expensive than investing in an already existing development but it is not always the case. These developments can be more cost-effective while allowing syndicators to retain their investment criteria.
Whitney gets more than 20 calls a week asking him various questions. So today, he takes time to answer one of them on the show. Recently, he received a call from ‘John,’ who is looking to break into the syndication space. Having found a 506(c) deal, ‘John’ felt that because he could advertise, this was the deal that was going get him started in syndication. In this episode, Whitney shares his thoughts on why starting with a 506(c) deal can prove to be very difficult.
Having a full-time job while running a successful real estate portfolio is not easy. In fact, for many people, it’s one or the other. But today’s guest, Shiloh Lundahl, manages to pursue his fulfilling job alongside an ever-growing real estate investment portfolio. Shiloh’s introduction to real estate was an interesting one. He needed a way to earn extra money to attend further therapist training. Soon, he discovered that he enjoyed investing in real estate and realized the myriad of possibilities it offered him.
Our Gracious Sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
There is no doubt that for many of us, being able to retire at the age of 30 is the ultimate dream. While it might seem out of reach, today's inspiring guest, Eric Bowlin, was able to do it. Eric invested in his first property with the hopes of selling it and returning to a 'normal' life after. But he saw the potential of passive income and realized that real estate was his ticket to financial freedom. Upon retiring, he soon discovered syndication. This was a new challenge that required him to learn a different skillset.
Today on the show we are joined by Feras Moussa from Disrupt Equity to talk about his experiences in real estate and the lessons he has learned about syndication. We discuss deals of different sizes and why the price is not always the determining factor of a deal. Feras breaks down the work that goes into an acquisition and the whole process from start to finish. He makes sure to underline the importance of broker relationships and maintaining these on an ongoing basis for a steady supply of successful work.
Our Gracious Sponsor:
Gene Trowbridge and Jillian Sidoti, founding partners of the top syndication law firm Trowbridge Sidoti, have a legal team with over 88 years of combined legal experience. That team, along with their amazing support staff, has helped clients raise over 3.7 billion dollars in offerings by being dedicated to empowering entrepreneurs to raise capital legally, while allowing them time for other important things in their life. To learn more, visit the Crowdfunding Lawyers YouTube channel or website.
It is easier to reach out to your investors when things are going good. But what happens when you have to break them the news of something bad? Like the news that their house is on fire, for example. A fire, or any other freak incident, can happen to anyone of our properties at any time and our guest on today’s show, knows firsthand just how difficult it is to deal with these situations! In this episode, multi-family investor, Randy Langenderfer, speaks about his experience in dealing with a massive property fire.
Our Gracious Sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Are you looking through 100 deals only to find one that works? Rather than discarding the 99 others, why not figure out how to make them work? If this unconventional approach to deals sounds intriguing, then today’s guest will certainly pique your interest. Eddie Speed is a discount note buying veteran who is on a mission to help people create seller-financed notes. In this episode, Eddie sheds light on this creative financing approach he takes to structuring deals.
Our Gracious Sponsor:
Adam Adams has raised millions of dollars by staying in front of passive investors. He helps you brand yourself online so you can attract capital which means you don't have to be a great salesperson to do this. His clients are getting noticed by passive investors. He calls his clients Money Magnets because money is literally being attracted to them. There is a qualification process to work with Adam. Ready to take yourself to the next level? Apply to work with Adam here: http://bit.ly/RaisingMoneyCoach.
Many investors opt for sticking with one deal type, such as multifamily, retail, or office. This has its benefits because it allows for dedicated focus and high-level expertise. Our guest today, Andy Sutton, goes against the grain of those investment ideal, having invested in an extensive range of deal types. This has meant that he has tremendous insights into these diverse investment markets. In this episode, Andy walks us through some of the advantages of the different deal types like multifamily and retail and what the expected investor returns from each investment are.
Today on the show we welcome Nick Raithel. Nick is the creator of the 7-Hour Book, a proven system allowing any real estate investor to get their own professionally published book while spending only seven hours of their time on it. Publishing your own book can help you to finally get the recognition you deserve and gain the credibility to do bigger real estate investment deals. But how do we find the time, what do we write about, and how do we build up the self-confidence to refine and share our ideas? In this episode, Nick shares with us the benefit of publishing your own book and how to find out whether this is the right marketing avenue for you.
Starting any venture is difficult, but worthwhile. It requires defining a ‘macro-goal’ as well as mapping out each step needed to reach the final destination. This is why many people settle for a W2 job, where the goal is clearly defined and daily, large-scale decisions are not necessary. This regimented life, devoid of creativity, was not the path Agostino Pintus wanted to be on. In this episode, we learn why despite pursuing a hugely successful corporate career, Agostino found himself in many uncertain situations.
Our guest on the show today is Glenn Gonzales, multifamily mogul and author of Maintenance Man to Millionaire: Real Estate Wealth Creation for Everyday People. Glenn has over 25 years of experience in the multifamily real estate industry, coming from humble beginnings doing jobs like painting, repairs, and keys logistics. He worked his way up slowly from that point on, and eventually secured positions as a property manager and regional manager, before going on to run his own management company.
On the show today we welcome our special guest, Mark Willis. Mark is a certified financial planner, #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm. He shares some hugely valuable insights into advising people while investing in real estate. He emphasizes the importance of asking good questions to help people open up their minds to real estate investing.
Are you perhaps thinking of starting a meetup but you aren’t sure where to start? On the show today we welcome Dave Franecki. Dave is a seasoned real estate investor, the owner of Capstone Capital USA and a national speaker in the Note RA community on real estate notes. Dave is here to share some skills that he has that we know everyone is going to benefit from.
Are you trying to work with a real estate broker and you’re not sure how to choose the right one or even deal with them? Whether you’re new to real estate or you’ve been in the game for a while, some tips and tricks will help you understand the duties and responsibilities of a real estate broker and how finding the right fit can benefit you both. Today our guest, Anthony Walker, CEO and managing broker of Buckingham Investments is here to help us navigate that relationship with deals that are hard to find.
For many syndicators quitting their job to go full-time is the dream. While it may not be possible right away, it is certainly attainable at some point. Our guest today, Pancham Gupta, has been able to achieve this goal. After deciding to remain in the US, he began investing in real estate as a hobby. This side hustle quickly turned into a full-blow addiction with Pancham catching himself thinking about real estate all day. In this episode, you will learn about why he chose syndication after investing in single-family.
Real estate is a team sport and we are only as good as those around us. Finding the right partner is difficult. Goals, values, and visions have to align for them to work. Partnerships can either be damaging and destructive or smooth and synergetic. There are numerous benefits of having a great partner, such as complementary skillsets, motivation, and accountability. Our guests today are lucky enough to have a flourishing partnership and they are certainly reaping the rewards.
Today we have returning guest Rahul Patel joining us to once again share his wealth of knowledge in the real estate syndication world. Rahul is an attorney, real estate developer, professor, speaker, and serial entrepreneur, and he’s perhaps best known as the managing partner of Patel | Gaines, the fifth fastest-growing law firm in the US. We get to hear how a successful man like him thinks about planning for the new year, setting goals, being focused, doing proper research, and making the most from networking opportunities. For him, planning is incredibly important, because even though plans might shift as the year progresses, they keep you focused on your priorities and away from “time burn” activities.
Today on the show we welcome CEO and Founder of Freeland Ventures and Strategic Real Estate Coach, Josh Cantwell. With his decade-long background as a Financial Advisor, Josh took his knowledge of raising capital and the financial markets and started investing in real estate full-time in 2004. Since founding his own companies in 2007, Josh has been involved in 700+ wholesale, rehab, rental, foreclosure, pre-foreclosure, and short sale transactions, and has taught thousands of investors how to replicate his success.
We extend a warm welcome to Ryan Andrews who is our guest for today’s episode. Ryan is a managing partner at Aerial Investment Management and an expert in the closed-end fund model. He manages two funds at Aerial, which are the Recession Resistant Real Estate Fund and the KYC Senior Debt Fund. Ryan tells us about how he graduated from college at the exact moment of the 2007 recession and then moved into finance management through working at PIMCO. He began to learn more about the real estate side of things while working at a then-fledgling CrowdStreet, and polished off his fund knowledge by managing two different debt funds thereafter. As a graduate during the recession, it is clear that Ryan has an inbuilt instinct toward preparing for the coming correction.
Every business or investment requires asset protection. As syndicators grow and expand their businesses and reach a higher level of professionalism, different asset protection systems are necessary. By ensuring you have adequate protection, you set yourself up for safe, sustainable growth. Starting a business will inevitably result in mistakes and without asset protection, it can be an expensive learning curve. Our guest today, Brian Bradley, an asset protection lawyer, shares some hugely valuable asset protection insights with us.
“If you want to go fast, go alone. If you want to go forward, go together.” This is the philosophy that our guest, Douglas Skipworth, and his business partner, Dan, stood by when they first started their partnership in the realty business. Douglas is a real estate investor with over 850 rental properties and a business owner, whose mission is to serve people profitably and maximize their potential. On today’s show, we talk about how Douglas and Dan got started and built up their business together.
The topic for today’s show focuses on the current conditions of the market with financing. To join us in the conversation, we welcome our special guest, John Brickson, a Dallas-based investor and Director at Old Capital. He has more than seven years of experience in commercial real estate financing and investing and is currently a full-time commercial mortgage broker with a focus on value-added multi-family properties.
On today’s show, we once again welcome Kyle Mitchell, a real estate entrepreneur with a focus on multi-family syndication. He is the co-founder of Limitless Estates, whose vision is to provide A-class living to lower-income housing by putting the residents first and instilling a sense of community while inspiring others to do the same. He is also the co-host of a weekly real estate podcast called Passive Income through Multi-family Real Estate.
A frequently unspoken about real estate investor is the one who works full-time without any intention of quitting their W2 position. There can be a lot of demonization around work, with the common adage being that ‘job’ simply means ‘just over broke.’ This is not the case universally as many keen real estate investors are equally as passionate about their job. Craig Napoliello, our guest today, is an excellent example of this. As a self-educated real estate investor, he found that multifamily aligned with his goals and what he wants from life.
It can seem as though syndications and even single-family are hyper-competitive which can deter even the most determined investor but if you look for the ‘gaps’ in the market, it is possible to find your niche. This is exactly what our guest today, Mauricio Ramos, has done. He found that there was overcrowding in both single-family and large-scale syndication, which is why he opted to stick to the 12 to 50-unit segment of the syndication market.
Today on the show we welcome Tom Olsen. Tom is the founder and president of The Olson Group, Good Success, and the Good Success Mastermind – a leadership group focused on helping real estate investors and small business owners refine their processes and change their thinking in order to build up their businesses while adding value to other’s lives.
A key but often neglected aspect of syndication is maintenance. When a property is purchased, owners have a tendency to overspend on upgrades that add very little value to the property. Maintenance is not glamorous work and it’s important to look at the realities and work systematically through priority areas.
We so often view failure as the opposite of success when in fact failure is part of success. Failing at something you have set out to do should not deter you from dusting yourself off and trying again. Instead, it should inspire you to take lessons you have learned and apply them to your next endeavor. This is exactly what our guest today, Stuart Grazier has done. While Stuart does have a successful real estate portfolio that has allowed his family financial freedom, unlike many of the guests we have on the show, he failed at syndication.
House hacking is often overlooked as a means to get started in real estate investing, but it can be a great way to get your feet wet without overcommitting. You can opt-out and sell if you do not enjoy real estate or if the bug bites, you can use the house hack as a launch-pad to build your portfolio. This is exactly what today’s guest, Cory Binsfield, did. As a financial advisor, Cory cannot invest in syndication, but this has not stopped him from creating a lucrative real estate portfolio on the side.
Some say that multifamily has become a victim of its own success and it can seem like the better the deal, the harder it is to come by. Those in the multifamily space are arguably deal junkies, who put a great deal of time into finding deals. When working this way, scouring hundreds of deals, it can be easy to only look at big numbers, meaning that many deals will pass you by. In this hyper-competitive landscape, this is far from ideal.
Today on the show, we welcome Paul Winterowd. Paul is a Director with Bonneville Multifamily Capital, based in Salt Lake City, and specializes in multifamily finance and debt solutions for investors and syndicators. As syndicators, we don’t always have the knowledge or the full understanding of the various debt solutions and strategies available to us. In this episode, Paul opens us up to think a little differently about debt than the majority in the syndication industry do today.
From a successful NFL career to one in real estate syndication, Brian Leonard joins us to talk us through this transition and how he carved out a niche for himself in the industry. Together with our other guest on the show, Anthony Scandariato, Brian founded Red Knight Properties, a boutique multi-family, and mixed-use real estate investment company. In today’s episode, you’ll learn how the two of them became partners, what their different roles entail, how they acquired their first property and all the reasons why they have chosen to manage their own properties rather than hiring a third party to perform this function.
The short-term rental space is growing rapidly with many multifamily syndicators converting their properties into short-term stays. Managing the daily operations of short-term rental can seem daunting for most of us, but today’s guest, Tim Hubbard, has a different perspective. Tim is the founder and CEO of Midtown Stays, a short-term rental accommodation company that has successfully accommodated over 10,000 guests from all over the world. He is a coach and teacher at Rest Methods where he teaches the secrets to invest passively in short-term rentals through his quarterly live events, podcast, and website resources. Tim started his career in real estate as an investment broker selling multifamily and commercial properties.
Every deal is unique, which means that financing them cannot take a cookie-cutter approach. Not all deals immediately qualify for long-term permanent debt, calling for creative solutions. Our guest today, William Bronchick shares with us his extensive insights on creative financing. He uses several deals that he has worked on as examples to shed light on how creative financing works in practice. He begins by talking about assuming loans, what it entails and why this strategy has several advantages if it is a possibility on a deal. He then talks about bridge/gap/mezzanine debt, which can be used if it is not possible to secure long-term financing on an investment.
We would like to extend a warm welcome to Preston Walls, CEO of Walls Property Group, who is our guest for today’s show. Preston grew up in Seattle and learned the real estate game from his father who was a property developer. Once his dad retired in 2008, Preston went at it alone and now his portfolio consists of 70 multifamily buildings valued at over 300 million dollars! Preston talks to us today about why he loves self-managing multifamily properties in the Seattle market. He also shares some of his strategies for finding and adding value to deals in his town. Preston has put his blood, sweat, and tears into learning his hometown market which has strict construction laws and is also highly dense.
Today, we welcome Angad Guglani to the show who shares with us the success of his company, Cooper Square Acquisition. Angad’s meteoric rise is unique for a few reasons. Not only is he only 24, with a rapidly expanding portfolio, but his distinct approach to scaling is different from most of the guests we have on the show. He uses a ‘think small to think big’ philosophy which means that he prefers doing multiple small deals rather than chasing one big one. There are several advantages to this model, all of which he shares with us.
Our guest for today’s show is Sam Hales, a private equity fund manager and founder of Saratoga Group. Since 2011, Sam has worked in single-family, multifamily, office, and industrial asset classes. He has done land development entitlement and even owned a boutique hotel too. Mobile home parks have become his main endeavor though since he started buying them in 2017 and Sam currently owns an impressive 18 with another 9 under contract. He is a father of 10 kids too, so certainly knows a thing or two about systems!
Today on the show we welcome Stuart Dukeman. Stuart has been in business for over 30 years and has been a real estate investor for over 12 years. He's invested in over 1,000 doors in just under one year as a GP and an LP. Today, he continues to run a successful, non-real estate related business, employing over 6,000 people annually in his staffing business, while still providing others the opportunity to access exclusive private market opportunities from the comfort of their home or office while generating wealth-building passive income for years to come to.
We welcome pro snowboarder turned pro syndicator Dan Brisse once again onto the show today. After finding his investments in IRAs and Life Insurance complicated and yielding little, Dan was advised by Provision to try out multifamily. Fast forward a few years and Dan landed up finding 35 units on his own before partnering up with Mike Roeder, starting Granite Towers, and moving into full-blown syndication. Since then he’s invested in 900 doors, has taken three properties full cycle and has led three syndications with a fourth scheduled to close before the end of the year.
Time and again we hear the adage that ‘mindset matters’ and our guest today, Sandhya Seshadri is a shining example of this. Having always dreamed of living in the United States, Sandhya worked hard in high school and received a full scholarship to study engineering in Texas. She did not stop there and furthered her education with two graduate degrees! After learning about syndication, Sandhya gradually moved away from stocks opting to diversify her portfolio. She first dipped her toes into the real estate waters through passively investing before transitioning into syndication, applying her immense skill set along the way. Sandhya is an advocate of continuous learning and accepting being the ‘newbie’ at times.
More often than not syndicators focus on cash flow and the larger numbers of the deal believing that this ensures success. Our guest today, Ryan Smith, takes a different approach when it comes to deals, focusing instead on the net operating income (NOI). By using the NOI as the starting point, rather than the overall cash flow, it allows syndicators to take a more nuanced approach and also makes deals more attainable.
Often people think that syndications can only happen with large units, but our guest today Aaron Fragnito shows that successful syndicators can work with a range of property sizes. Aaron is different from many of the guests we’ve had on the show and is not the typical syndicator, but he is still hugely successful. Transitioning from being a realtor into syndication, Aaron found that some of the best deals he could find were on smaller properties, starting from about 6 units, prompting him to look into syndication for these types of deal.
Breaking into the syndication is by no means an easy feat and without experience or capital, many aspiring syndicators lose motivation or quit before they’ve even properly started. Will Morris found himself in the same position, where, despite having experience in the multifamily space as a contractor, he just could not seem to crack the syndication code. This did not deter him and instead, he saw it as an opportunity to enter syndication in an unconventional way.
As we have said time and time again, the syndication business is a relationship business and our guest today, Hunter Thompson, once more highlights the importance of building these authentic connections. Hunter is a return guest, and in his previous appearance on the show, which we encourage you to listen to, he talked about all the work that needs to be done to get investors to a point where they consider crossing that investment finish line. Today, he follows on from this and talks about ensuring that you close the deal. While this is often the part that most syndicators look forward to, it takes a fair amount of work to get to this point.
Owning a multifamily investment property does not have to mean you are confined to long-term rentals to generate income. In fact, our guest today, Holly Lynn’s area of expertise is bringing short-term renters into properties that were previously only considered appropriate for long-term tenants. While short-term rentals have been around for several years, many in the multifamily space do not take advantage of this innovative and flexible income-generating model.
We are grateful to welcome Ryan Gibson back onto the show with us today. If you haven’t listened to Episode #32, Ryan is a chief investment officer and co-founder of Spartan Investment Group which focuses on acquiring, developing, and occasionally selling self-storage facilities. In his capacity for overseeing investor relations and capital raising at SIG, Ryan has raised $14 million for six projects to date. We have Ryan with us today to talk about something equally impressive though, which is the massive growth that SIG has undergone since he was last on the show.
Today on the show, we welcome Ben Kelley. Together with his partners, Paul Williams and Nathaniel Max Rock, Ben is a Managing Partner at Multifamily Geeks. He is also an owner, manager, and investor in multifamily properties totaling 1000+ units with a value of over $35 million. Today, Ben currently works as the Investor Relations and Marketing Manager for Multifamily Geeks which runs on EOS®. In this episode, Ben explains the five core values that govern their holistic EOS® business model and why he and his partners decided to implement this methodology in order to synchronize and improve their business.
Today’s awesome guest is the highly successful real estate investor and syndicator, Keith Yackey. Part of what makes Keith so impressive is that within just two years of setting out to learn real estate, he had flipped 185 properties and completed over 700 deals. Nowadays, Keith owns 300 rentals, has raised over 45 million dollars in private capital, and also offers his services as a syndication coach and motivational speaker.
Our guest today on your daily Real Estate Syndication Show is Jonathan Wei. After reading Rich Dad Poor Dad, Jonathan knew that he needed to somehow get his foot in the door with real estate investing. He decided to launch into it part-time, buying condos and flipping houses. While this cultivated his love for real estate, he soon realized that this model was not scalable. This prompted him to hire a mentor to guide him and make a transition to syndication. Jonathan shares the process of finding a mentor along with the value that his mentor, Drew, added to his life.
Four years ago, Cherry Chen, M.D. began her syndication journey. She chose this investment route not only to diversify her portfolio but also because she had reached a point where she wanted to stop trading her time for money. Soon, her syndication ‘side-hustle’ became a well-known fact in the physician’s breakroom and eventually led Cherry to create her online platform, The Real Estate Physician. This platform caters to the niche Cherry knows all too well –physicians! Along with taking us through the journey of creating her online platform for physicians, Cherry also talks about the importance of having a niche.
Our guest on today’s show is Liam Martin, co-founder of TimeDoctor, staff.com, and organizer of Running Remote. Liam is a serial entrepreneur and avid proponent for remote working who has appeared in publications such as Forbes, Wired, The Wall Street Journal, and many more. He is here today to speak to us about the benefits of having a virtual assistant, as well as to lay out some of his strategies for finding, screening, and managing his staff. You’ll hear just how indispensable Liam’s virtual assistant is to him as he gives many great examples of how she saved him from hotel room and flight schedule disasters.
On today's episode, we are joined by return guest, Josh Sterling, who previously joined us on Episode 35, which was nearly a year ago! Since his last appearance, Josh and his Epic Property Management, LLC have seen tremendous growth, adding 430-units to their portfolio in a year. Josh stresses the importance of teamwork and how it has been instrumental in contributing to the rapid growth the company has enjoyed.
Today we are very thankful to have Ramana Korada, co-founder and managing partner of Raven Multifamily, join us on the show! Through Raven, Ramana and his partner Venkat Avasarala acquire B and C class multifamily assets and have syndicated an impressive 2,700 units in three different markets over the last three and a half years. Today you’ll hear exactly what that looks like as far as fundraising, underwriting, communications, exiting out, and building relationships with brokers and sellers.
Today, we are joined by Travis Watts of Ashcroft Capital, who talks about his experience transitioning from self-managed single-family investments to full-time syndication. Despite his aspirations to grow his portfolio of single-family homes, Travis soon realized that the amount of work necessary both in management and operations meant that this model was not passive investing at all. He did not want to manage tenants or have an active role in his properties any longer which led him to discover syndication.
Today on the show we welcome Ian Walsh who is a partner at Hard Money Bankers. Ian is responsible for underwriting loans for a large portion of their market, and he joins us today to give us a glimpse into the mind of a private lender. It is crucial to keep the potential risk in focus throughout the process and he explains why remaining slightly skeptical is wise. In the lender role, speculation and guesswork are unadvisable, and Ian walks us through the process of studying the data to avoid overpaying on a property.
Whether you're a great leader, a high performer, or fantastic in sales – it’s always difficult to write about yourself, no matter who you are. Today, our guest is Donna Serdula, and she is here to help us learn how to write our personal brands on digital platforms, particularly LinkedIn. Donna is the author of LinkedIn Profile Optimization for Dummies and pioneered the concept of LinkedIn Profile Optimization.
If you feel like your current branding strategies are not getting you the results you want, then today’s show is just the one for you! Dave Daley a.k.a. the Monster Motivator is our guest today and provides some valuable insights that will usher your branding out of 2004 and into 2020, where it belongs. Branding is a central part of any business and the world of real estate is no exception. You cannot afford to rest on your laurels if you want to see your brand thrive in today’s competitive landscape.
Today we are happy to welcome attorney turned social media wizard Italina Kirknis onto the show. Italina is here to speak to us about how we can optimize our online practices to achieve higher success in our fields as real estate professionals. Italina has a Juris Doctorate Degree, but when she felt unfulfilled by her life in the legal sphere, she began to seek out another career path, using LinkedIn as the vehicle for this search.
Starting out in real estate investing can be daunting for a novice and it was no different for our guest today, Sensei Gilliland when he first set out on his investment journey. Through self-education and relentless pursuit of excellence, Sensei Gilliland and his Black Belt Investors have become a real estate force to be reckoned with. Sensei Gilliland has a knack for picking emerging markets to invest in and he shares some of the incredible strategies and processes he uses to scout for them.
Did you know it is possible to use your IRA to invest in real estate? Well, if you did not, then today’s episode is just for you! Our guest today, Kaaren Hall, shares her expertise on self-directed IRA investments. There are enormous opportunities to tap into IRAs as a means of raising capital for syndications as they are generally not utilized for alternative asset investing. However, if you take the charge of your investments and opt to be a self-directed investor, it is important to equip yourself with the required knowledge so that you are not caught out at any point in the investment.
Raising capital comes up time and time again as being one of the most difficult parts of the syndication process, but our guest today, Ken Sheppard, proves this does not have to be the case. Having had a long and illustrious career in finance, Ken has some unique insights into how to raise capital and shares some of this invaluable knowledge with us.
Today on your daily Real Estate Syndication Show, we are joined by return guest and friend of the show Hunter Thompson, who is here to talk about the ins and outs of raising capital. Through his own experience starting out investing in mobile home parks, Hunter quickly learned which types of investors to avoid and which to target in order to fund the deals he found. Hunter’s formula for raising capital is more scalable than the typical ‘80s sales pitch.
In today’s episode, we are joined by special guest, Shane Melanson, to talk about the world of commercial real estate investing. Shane has a wealth of knowledge and has worked in the industry in several different capacities. Commercial real estate investing is a whole different kettle of fish from residential real estate and even the most successful residential investors can find themselves struggling when taking the leap into commercial.
Today we welcome Omar Ruiz on to the show. Omar is the founder of LeRu Investments LLC, and he is here to share some of his expertise in due diligence and analyzing property financials. Since starting LeRu, Omar and his partner have owned multifamily properties in three states, and also flip properties in California and Houston Texas.
Today we welcome Steve O’Brien from Arcan Capital on to the show once again. Mr. O’Brien was responsible for the identification, acquisition, management, and reporting of over 25 multifamily assets, totaling over $300 million in value, and he's also secured the placement of nearly $200 million in financing.
In today’s episode, we are joined by Peter Knobloch to talk about his current work. Peter has always been in real estate in some way or another and shares his passion for the business with us. His particular passion lies in doing the financials on investments, which has continued to drive and motivate him. Peter shares with us some insights into the work that he does on his spreadsheets and which factors to include for investors. For him, it is important to take ownership of your spreadsheet.
On today’s episode, we are joined by Josh Koth, to talk about his journey towards financial freedom using real estate investing. Living in an area with a market not typically considered as a strong investment option, Josh faced several detractors. Yet he proceeded and found that even after hundreds of rejections, a deal would eventually always fall into place. He shares the message that if you do the work, no matter how tedious it may seem, you will most certainly reap the rewards.
On today’s episode, we are joined by Anselmo Torres and Kelly Stinson, to talk about water conservation, specifically as it relates to multifamily. Water conservation in multifamily is critical, not only as a means to protect this invaluable, finite natural resource but also serves as a way to quickly and efficiently reduce operating expenses. Currently, there is a massive gap regarding the water conservation educational resources available to multifamily owners, particularly how it affects the property’s NOI.
Our guest on the show today is Anthony Griffin, the founder of Griffin Group LLC, a commercial property investment firm located in Jackson, Mississippi. After quitting his job as a government employee, Anthony started his entrepreneurial journey of real estate investing, stepping out in faith to purchase a building in a “rough” neighborhood with his retirement savings. Despite the initial obstacles, he managed to make a significant profit and later went on to start a construction company that benefits their business in numerous ways, the most meaningful of which is their ability to do all property renovations in-house.
In today’s episode, we are joined by Clinton Orr, to talk about the hugely important topic of insurance. While typically not the most exciting part of the syndication business, insurance is crucial for a host of reasons that Clinton elaborates on. Along with insurance itself being important, it is also key that you deal with an industry specialist. This ensures that you always get the most appropriate, responsive insurance package for your unique context.
On today’s episode, we are joined by Tim Rhode, to discuss his take on being financially free. Despite a slow start in life and bleak prospects, Tim managed to retire financially free at the age of 40. It was not about getting rich quick. He put in the hard work and did things that others were often not willing to do in order to get to where he needed to be. The skills he learned from working in the business sector have served him well in helping others reach their own financial freedom, freeing them up to spend time on things they love.
Our guest today is Pete DiSalvo, founder of DiSalvo Development Advisors. Pete is a market analyst and development consultant, and in our conversation today, Pete gives us some clear ideas of what that means, as well as how helpful his service is. Essentially, Pete and his teams research the relationships between rentable properties and their surrounding markets. Pete’s reports take into consideration a spectrum of factors, ranging from surrounding land use, rent-up timelines, and development saturation.
On today’s episode, we are joined by John Manes, to talk about his experience in the world self-storage. John has spoken across the country on the topic and shares some of his insights with us. Self-storage is one of the most stable investments, both during upturns and downturns because people always need somewhere to store their possessions. This continual need for the asset class has been a great contributor to Pinnacle’s success.
Our guest today is Karen Briscoe, realtor mogul and author of Real Estate Success in Five Minutes a Day: Secrets of a Top Agent Revealed. Karen is here to talk about her “5 Minute Success” method. We hear about the content of her teachings, but also, importantly, about how it stands out in its approach to delivery. Karen’s teaching method is story-based, combining information with inspiration, which gives people the strategies as well as the motivation they need to form habits that last.
On today’s episode, we are joined by returning guest, Rahul Patel, who is both an expert attorney and investor, to talk about lenders. Not all lenders are the same, so Rahul talks about the different types of lenders, what to look for when choosing one and various other key aspects related to picking a lender. There will never be a lender to fit all your needs on every deal, so Rahul does not give a definitive answer as to which lender is better than another.
Today we welcome full-time real estate investor, lender, and host of The Daily Book Show Scott Hollister. Scott is here to share some of the wisdom behind his creative approach to success, which due to his history as a teacher, is decidedly bookish. Scott lets us in on some of his major life and business influences, ranging from Jim Rohn’s teachings to four key books. Scott's foundational texts are: The One Thing, Compound Effect, The Twelve Week Year, and Getting Results the Agile Way.
Today on the show, we welcome returning guest, Jeff Lerman. Jeff was on Episode 335, where we covered the important topic of joint ventures, or JV’s. We talked about what a JV is, the difference between a JV and syndication, and why you might use a JV versus a syndication structure. In this episode, we briefly recap some of the key points from Episode 335 and then dive a whole lot deeper into JV’s. What makes Jeff the perfect guest for this episode is that he has established a nationwide reputation as “The Real Estate Investor’s Lawyer,” and has a 39-year career in investing and helping investors nationwide with their transactions.
Today’s guest is Honorée Corder. Honorée is an executive and strategic book coach, TEDx speaker, and the author of dozens of books including, You Must Write a Book, and 15 Secrets Successful Real Estate Agents Must Know About Time Management with Kevin Cruz. Honorée passionately coaches business professionals, writers, and aspiring nonfiction authors who want to publish their books to bestseller status, create a platform, and develop multiple streams of income.
In today’s episode, we are joined by a rising star in the Dallas Forth Worth property market, Mike Roeder. Mike lets us in on how he started out slowly investing in single-family units. Then he teamed up with his now-business partner, who at the time was purchasing 20-30-unit apartment complexes.
On today’s episode, we are joined by Dovid Preil, to talk about the work he does helping investors who are often overlooked because they are not classified as high net individuals. These individuals have money, but often not large enough sums required to enter a deal. He focuses on these smaller net worth individuals because he hopes to shift people’s risk-averse mindsets to show them that real estate, when done correctly, can be a low-risk, but a continually stable investment.
Today, Capital Gains Tax Solutions CEO Brett Swarts joins us on the show, and he is here to speak about the concept of the Deferred Sales Trust. The Trust offers a creative tax deferral strategy to property owners who struggle with capital gains tax and depreciation recapture when they go to sell their high-end primary home, business, or commercial real estate. The Deferred Sales Trust has an advantage over the IRC 1031 option when it comes to tax deferral. This is because 1031s often lead sellers to exchange into bigger and bigger properties, and then overpaying because of the tax.
Today, we welcome Jeremy Roll back onto the show to get deeper into yesterday’s conversation about navigating communication between passive investors and deal sponsors. We begin by quizzing Jeremy about the rising popularity of investor portals. He speaks about the advantages these bring, what they might say about a particular operator, and if they are even a necessary part of the investment process. We then take a deep dive into the intricacies of share classes, and Jeremy gives us his perspective on what is going on in the background when an investor is faced with a share class set at a particular value.
Today we welcome Jeremy Roll to the show once again, whose thinking proves invaluable to both active and passive investors as well as operators. Our topic today is the importance of the relationship between investors and operators, and Jeremy shares some tips about what to expect to keep things running smoothly. Jeremy helps to put the operator’s true goals and obligations to their investors into perspective for us.
Today on the show we welcome master wholesale real estate mogul, Lee Kearney! Lee is here to tell us all about his own real estate journey, how he found himself in the business and the lessons he has learned along the way. He tells us why he is more risk-averse than your average syndicator and why this has not been a problem in his work at all! He also unpacks the benefits of a wholesaler's approach to buying and selling.
Today’s guest is Co-founder and Chief Investment Officer of Arcan Capital, Steven O'Brien. Steve has been responsible for the identification, acquisition, management, and reporting of over 25 multifamily assets totaling over $300 million in value, including the placement of nearly $200 million in financing with FMNA, FMAC, HUD, bank and insurance company sources. Everyone is talking about the suspected market downturn looming on the horizon of our industry.
In this episode, we hear from the Jered Sturm, a successful real estate syndicator who has not yet turned 30. Jered first worked as a maintenance technician, started a construction company and eventually got into the syndication business when he cofounded the SNS Capital Group. What becomes clear from our conversation is that growing a syndication business takes time – there are no quick fixes.
Today we welcome Tim Gordon onto the show, who is here to talk to us about some of the creative marketing strategies he uses to optimize wholesaling, property management and flipping. Tim has achieved great success in these areas of real estate, and all through keeping his marketing budget extremely low - less than $1,000 per year! Tim has a philosophy of going against the grain by picking lesser-used marketing avenues in order to garner maximum attention.
Our guest on the show today is Charles Seaman. Charles currently serves as Managing Member and Lead Acquisition person of Three Oaks Management LLC, in which he actively works to locate high-performing multifamily real estate deals throughout the Southeast region of the U.S. Charles has 14 years of commercial real estate experience in New York City.
In today’s episode, we are joined by James Wise, who unearths some of the truths about managing real estate. His group of companies offers a range of real estate related services with the overarching aim of bringing a greater level of transparency about working in real estate.
In today’s episode, we are joined by Pat Flynn to talk about his experience in the competitive world of single-family real estate. In his first year of working full-time, Pat managed to secure one hundred properties. While this may seem like an extraordinarily high number, Pat did a great deal of behind the scenes work that lead up to him being able to achieve this. He was armed with his ‘book smarts,’ a hunger to find as many deals as possible and through networking, his career skyrocketed.
Welcome to another episode on the Real Estate Syndication Show! We are joined today by Annie Dickerson and Julie Lam, the cofounders of Goodegg Investments. Together with their team, they teach new and aspiring syndicators how to raise capital and invest passively, and recently they have also launched a new online course, Capital Raiser Academy, which serves and supports people who want to learn more about this important aspect of the business.
Today’s guest is CEO and Founder of Smooth Sailing Business Growth, Lyndsay Phillips. Lyndsay is a serial entrepreneur and warrior content marketer for life and business coaches, accountants, and other online entrepreneurs across the globe. She loves sharing practical tips, as well as business building and content marketing strategies so that you can be more productive and attract more customers.
Today on the show we a rejoined by Tyler Cauble! Tyler is behind The Cauble Group, starting in the real estate game around six years ago. He is an office and retail leasing agent and the best-selling author of Open for Business: The Insider’s Guide to Leasing Commercial Real Estate. He recently completed his first syndication and he is going to tell us all about it today on the show!
Today on the podcast we are joined by the wonderful Spencer Hilligoss! Spencer and his wife Jennifer are the co-founders of Madison Investing and apart from a very successful career in tech startups, Spencer has managed to build a sizable portfolio and reputation in the real estate world.
On today’s episode, we are joined by Sanjeev Silla to talk about various aspects of his business, such as broker relations and the types of deals he is currently focusing on. He also explains why he chose multi-family over other investments such as stocks or single-family investments. Scalability, control and keeping costs down are important when considering the kinds of investments that you choose to make.
Today on the show we are joined by Dave Spooner from Innago, a new company focussed on delivering the best and freshest property management software to investors. Dave is here to talk about the role of software in the management side of real estate and the big difference it can make to all involved.
On today’s episode, we are joined by returning guest and passive investment expert, Jeremy Roll, to talk about investment diversification. Having a diverse investment portfolio is something that Jeremy is a strong advocate of. If you have the mindset that you are trading control for diversification, this investment rationale is a sensible one.
In this episode, we are joined by Josh Patrick, the founding principal of Stage 2 Planning Partners, a certified financial planner, serial entrepreneur and author of Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. Josh shares about his background in the field, making every mistake in the book and the approach he has learned to take when it comes to dealing with the mistakes of others. For him, accepting personal responsibility is a key value in their business because it stops blame-shifting and excuses dead in their tracks.
Today on the Real Estate Syndication Show, we talk to Jacob Cohen from Walker & Dunlop, one of the largest commercial real estate finance companies in the United States. They provide financing to owners of multifamily and commercial properties by finding suitable lenders and capital for the deals. We discuss the point at which people might want to think about consulting with a firm like theirs and why the loan is such a vital aspect of buying a multifamily property. Jacob shares about the different kinds of debt and how it affects your underwriting, how they go about pitching deals to banks and building the right narrative to get the required loan.
Today on the show we hear from Scott Choppin, a real estate developer of highly undersupplied multigenerational urban housing for families. He starts off with an explanation of the niche they specialize in, giving us all the reasons why they choose to focus on these urban properties. You will find out how the new development model they use over at his company, Urban Specific, differs from the value-add model, and which type of investor is best.
In today's episode, we are joined by Steve Rozenberg to talk about how he can work a full-time job while simultaneously running a property management company. His rise to the top has not been without challenges and having made some tactically poor decisions in the past, Steve and his partner found themselves in trouble. However, through some coaching and mentoring they have since been able to find huge success.
On this episode of your daily Real Estate Syndication Show, we welcome on Stefan Aarnio. Stefan is an award-winning real estate investor, entrepreneur, author and winner of the 2014 Rich Dad International Hall of Fame award. He has been featured in Canadian Real Estate Wealth Magazine and Entrepreneur Magazine, which named him 1 of the Top 10 Real Estate Influencers to Follow.
Today on the podcast we are very happy to welcome Craig Simpson to talk about ways in which direct mail correspondence can help your real estate business! Craig has built up his own business as a consultant in helping clients use this method of communication in a world where we are inundated with digital messages that are easy to ignore or delete. He believes the physicality of a mailed letter has a more effective impact on the recipient and is more likely to instigate a response.
On today’s episode, we are joined by Buck Joffrey to talk about his career in real estate syndication. Choosing to leave his medical practice freed Buck up to focus on his real estate investing, which quickly become profitable for him. He shares some insights into how he managed to achieve such prolific success in a short space of time. Often people in the syndication business think that it is a one man show, but Buck believes that this could not be further from the truth.
On this episode of your daily Real Estate Syndication Show, we are joined by Kavitha Baratakke. Kavitha is a principal at Cherry Street Investments and is an Austin-based accredited real estate investor who recently retired from her technology career of 20 years to pursue multifamily investments as a full-time sponsor.
For today’s episode, we are joined by Robert Martinez of Rockstar of Capital Management, who gives some valuable insights into self-management and what it’s like being an owner-operator of a real estate investment management company. While this extra responsibility may seem like additional work, for Robert, having skin in the game not only means that he is personally more invested, but it also allows him to make quick, on the spot decisions.
On today’s episode, we are going to dive into tips and tricks on how to be more productive when you travel. It’s really about optimizing your time and thinking ahead when you are planning your travel. Perhaps you are traveling to a conference or real estate event? The key is to understand that this is not a vacation; when you are traveling for your real estate business your trip should be very work-focused.
On today’s episode, we are joined by Kris Benson to talk what managing and running the equity arm of Reliant entails. Having worked in sales for many years, Kris’s foray into real estate investing and subsequently turning it into a new career, happened organically. As a result of having been on both sides of the table, Kris understands what the investors and syndicators are looking for.
On today’s episode, we are joined by Puja Talati, partner and head of marketing strategy and operations at Enzo Multifamily to talk about effective marketing. Many people are trying to market their business and properties as professionally as possible, but often struggle to do so because they do not have all the tools.
On today’s episode, we are joined by Edward Orasi, the market director at Keller Williams in Las Vegas to talk about the details of his 160-unit condo development project. This project has proven challenging because it is being built from the ground up and while Edward has a great deal of experience with multi-family, the world of development is new to him. The learning curve has been steep, but very valuable.
Today on the show, we welcome Doug Fullaway. Doug is a Harvard MBA graduate with a rich history as an industrial engineer, a marine officer, and former CEO of the largest software provider for assisted living communities.
Today on the show, we welcome Juan Vargas. Juan is the Managing Partner of GenWealth Capital, a Houston based multifamily investment company which has ownership in over 1,700 units. Although he has been involved in real estate for over ten years, Juan officially started his first multifamily in 2016 with a 32-unit acquired via direct mail.
On the show today we have Nichole Stohler from The Richer Geek Podcast, who is here to tell us all about her hotel syndication business! This is a relatively fresh topic for the show and Nichole does a great job of filling us in on this area of real estate and how it compares to what we usually talk about.
For today's episode, we are joined by Jason Yarusi of Yarusi Holdings! Jason has been a guest on the podcast before and we are very happy to welcome him back to talk about the important parts of building sustainable and profitable relations with investors.
On today’s episode, we are joined by Bruce Wuollett of Bakerson, a Phoenix-based capital management firm, to talk about a 74-unit C class property they acquired. Bakerson currently has some large units that were all purchased as C class assets. These are properties that the majority of investors would avoid like the plague.
Today on the show, we welcome Jeff Lerman. Jeff has established a nationwide reputation as “The Real Estate Investor’s Lawyer,” and what sets him apart from other real estate lawyers is that Jeff is an investor himself who uses his investing experience to provide more practical, creative, and effective solutions for his clients. A lot of us talk about joint ventures or “JV’s” and often assume that we, and the people around us, understand what they are and how they function.
While speaking to investors can be a daunting task, the key to making them comfortable with a deal is to provide them with information that is appropriate for their level of knowledge and experience. Today on the show, we have Alan Lewis joining us to share his expertise in the matter, particularly about asking the right questions that will help you to engage your investor in the most productive way.
Today on the show we are very lucky to welcome back Joel Block. Joel is here to share his wealth of knowledge in the game of investment and help us make better choices in our own careers. We discuss a lot about what makes a good or professional investor and the factor of control that Joel emphasizes.
Today we welcome back our guest Rahul Patel, Managing Partner of Patel Gaines, the fifth fastest growing law firm in the nation where he represents over $8.5 billion in commercial property. Rahul is an attorney, real estate developer, professor, speaker, and serial entrepreneur. He has been featured in US Today, Forbes, Fortune, Business Week, Texas Lawyer, and the Business Journal where he was named man of the year, an outstanding lawyer, and a top 40 Under 40.
Today on the Real Estate Syndication Show we are joined by Ben Risser. Ben is a recovering aerospace engineer turned syndicator of large commercial real estate investments. He has syndicated 560 plus units in partnership with Matt and Liz Faircloth of the DeRosa Group. Ben is primarily focused on the operations and finance side of the business and puts most of his time into developing and adopting the right systems to help their business transition smoothly as it grows.
On today’s episode, Whitney is diving into a solo show to answer your most asked questions. If you are thinking of hiring a virtual assistant (VA), then this episode is for you. Whitney dives into when is the right time to hire a VA, how many hours they should work, how to communicate with them, what kind of job description to use, and what you can expect to pay for different types of tasks.
On today’s episode, we are joined by Adam Carswell to talk about his role as an investor relations specialist. He provides insight into the many skills required for this position. It starts with getting investors on the phone because without this, you do not have much else to work with. This is why is it crucial to put time into building these relationships and to ensure that they are valuable in the long-term and not just to the immediate deal.
Our guest today is Emmy-nominated writer and producer, Mark Hentenmann. Mark has written for David Letterman, Family Guy, and created shows for Fox and MTV, but what you might not know about Mark is that he also maintains an avid real estate side hustle. Mark bought a duplex with his first script payments, as a hedge against the uncertainty of a career in entertainment.
On this episode, we have a great conversation with multifamily syndicator Darin Batchelder. From trading loan portfolios to syndicating multifamily deals, he has a diverse background as a CPA, software sales executive, capital markets, loan trading, business owner, to multifamily syndication.
Today on the show we welcome Miles Anthony Smith to share his expertise on leadership! Miles is the author of the Why Leadership Sucks series and has worked hard throughout his career on developing his own and others' leadership faculties. In this episode, we talk about all of this! Miles runs through his own career arc before getting into the foundational aspects of his philosophy on leadership and his thoughts on the most important aspects of good leadership.
In this episode of The Real Estate Syndication Show, we welcome Ellis Hammond, a young real estate entrepreneur focused on multi-family investments to talk about how he has been using LinkedIn to grow his business.
An advocate of passive income, our guest today, Rich Fettke, is a licensed real estate broker, business coach and author who still has time to enjoy his many other interests, including a wide range of adventure sports. He and his wife Kathy believe in growing the kind of business that allows you to live life on your own terms and that does far more than produce a large revenue.
On today’s episode, we are joined by returning guest, Mark Kenney, to talk about how to gain credibility with brokers and sellers when you do not have a track record. This is a common problem that many entering real estate syndication face, but that does not mean that there are not ways to overcome it.
Welcome back to the Real Estate Syndication Show everybody! Today we are once again joined Amy Wan, the founder, and CEO of Bootstrap Legal. Our topic for this conversation is material disclosures and Amy will be sharing her expertise and how to avoid some pretty serious legal troubles through oversights and non-disclosures.
On today’s episode, we are joined by Marco Santarelli to talk about the ten rules that he has developed for real estate investing. Over the years, he has refined them slightly, but they are largely perennial and stand the test of time.
Today on the show, we welcome seasoned investors, Mark and Tamiel Kenney. Mark and Tamiel both started their real estate careers over 20 years ago, and today are the proud Founders of Think Multifamily. Being marriage partners, as well as partners in business, comes with a whole new set of challenges, and in this episode, we discuss the high’s and low’s that come with any business partnership.
On today’s episode, we are joined by returning guest, Amy Wan, to talk about one of the industry’s hottest topics — raising capital and what that looks like when partnering with others. She also provides some insights into how raising capital should be structured and what it should and should not look like.
On today’s episode, we are joined by Kevin Bupp, a well-known real estate investor who shares his real estate journey and the many ups and downs he has faced along the way. He talks about the initial pull of real estate and how he managed to successfully start his first business.
On today’s episode, we welcome back Mauricio Rauld from Premier Law Group who will talk to us about the legal considerations when dealing with offshore investors. Mauricio shares with listeners the most important aspects to keep in mind whenever investment funds are transferred from a foreign country to the US, including adherence to the securities law of that country and ensuring that investors file their tax returns.
Our guest today is none other than Dax Ferguson of Heritage Construction! Dax is here to talk to us about his professional process of due diligence inspection, the convenience the service provides and what you should be considering when doing it yourself or hiring in a team.
Welcome back to the Real Estate Syndication Show! In this episode, we are very happy to be joined Dominique Mas, high-performance coach and leadership and transition expert! She is here to tell us all about the important transitions she helps her clients manage and how this can apply to you if you are wanting to move into real estate syndication. She tells us a bit of her background and how she came into her current line of work before we dive into her wealth of knowledge and ideas!
Our guest today is Duamel Vellon. Duamel began his real estate journey in early 2019 and today is the Founder of Ten15 Capital. Duamel started investing in multifamily, and after just a few short months, closed his first deal on a 324-unit asset as part of his first syndication!
On the show today is Ted Lanzaro to talk about 1031 exchanges and how they can be used smartly for increasing your net worth! Ted gives a bunch of examples of how you can use this strategy in your real estate business and keep growing your assets, all the while avoiding large taxation. He discusses the role of market timing in this system and some of the key components to getting to grips with when approaching an exchange.
Our guest today is Edna Keep and she is here to tell us about her real estate business and how she utilizes Airbnb and the joint venture partner model to grow and profit in this great profession! Edna gives some background and context to her work, where exactly in Canada she is based and a notable deal that she recently concluded.
On the show today we are very happy to welcome Ivan Madrigal of Asset Legacy Group! Ivan is here to share some of his real estate syndication journey and offer some ideas on how to position yourself for success. We talk about his background in banking and how this has helped his current work, education and learning the ropes of real estate most simply and effectively and how to go about searching for profitable deals early on.
On the show today we welcome back Brian Burke and he is here to explain the three trust curves when working with investors! With a reputation to be reckoned with, Brian's expertise in this regard is truly inspiring and the way he unpacks the topic of today's conversation is bound to give you a lot to work with.
Our guest today is Matthew Pollard, an expert in sales and rapid growth! He is here to apply his model of selling and growing to real estate syndication and offer some great ideas to set yourself apart from the rest and increase your business easily! The main idea here is to broaden your offer beyond just being great at syndication, something Matthew believes pits you against a large number of people, confuses outsiders and, ultimately, loses you business.
On the show today we are very lucky to have Peter Conti as our guest! Peter is a veteran of the real estate investing world and has a wealth of experience and wisdom to share with investors, young and old. Having transitioned from a career as an auto-mechanic in the early 1990s into a position as a millionaire in real estate, there are bound to be things that anyone interested in upping their game should want to know from someone like him!
Our guest today is none other than Damion Lupo! We welcome Damion to explain something he says we should all be aware of but is often shielded from us for the sake of financial advisors' interests! He wants to talk about QRP's or qualified retirement plans, his trademarked Enhanced Qualified Retirement Plans and how much money you can save and ultimately make, with the use of one.
On today’s episode, we are joined by a hugely inspirational guest, Raphael Vargas who shares some of his journey and what led to his unparalleled success. He talks about the current asset classes he is focusing and on why he made the transition from real estate wholesaling to syndication.
On today’s episode, we are talking to Matthew Baltzell on the topic of mentors. Drawing on his rich and colorful work life, he shares the importance of mentors, no matter what industry you are in. He has developed five steps for landing a real estate mentor that could easily be translated into any other field.
On today’s episode, we are joined by an exceptionally driven and ambitious guest, Chris Salerno who shares some of what has made him successful. Having transitioned from residential to multifamily, Chris has seen it all and has some incredibly invaluable insights.
On the show today, Jeremy Roll returns to continue our foray into due diligence and the steps all passive investors should be taking when entering into deals. In this part of the exploration, Jeremy unpacks PPM's or private placement memorandums and the important parts of which to take note.
Our guest on today's show is Jeremy Roll and he is here to talk all about the due diligence that is so vitally necessary when making passive real estate investments. Jeremy has a very strict and thorough philosophy when it comes to doing business and who he does it with.
On the show today we welcome back our friend Brian Burke! The focus of this conversation is connecting and maintaining healthy understandings with brokers in your market and Brian very generously shares his experience and philosophy in this regard.
In celebration of our 300th show, Whitney is taking the opportunity to reflect, give thanks and go a little more in-depth on the podcast and his work alongside it.
As they say, the devil is in the details. When we put it in terms of the real estate world, many investors know that the details of the deals often escape them. Dave Rice, the owner of REI Bookkeepers, saw a need for knowledgeable professionals in the bookkeeping niche in real estate investing. In this episode, host Whitney Sewell sat down with Dave to go deeper into this less talked about topic, shedding light on the importance of keeping track of the financial affairs so business owners can focus on profit and growth. Dave tells us how they do things at his company, what they offer to those in the syndication business, and why they are a great company to outsource bookkeeping tasks to. Dave also shares how you can spot a qualified bookkeeper and how you can make sure your books are organized and prepared yourself.
On today’s episode, we are joined by attorney Toby Mathis to talk all about taxes. There are so many tools available to you to help ensure that you are not overpaying on your taxes and that you are maximizing your investments. However, most ordinary people and even the majority of professionals do not know the correct procedures and protocols in order to help you make the best out of your tax situation.
On today's episode, we are joined by Jack Gibson of High Return Real Estate! Jack started his first business from his college dorm, grew this to a multimillion-dollar operation and soon after purchased his first property. He quickly grew this to 5 investment properties and then to 50!
On today's show we welcome back Mark Kenney from Think Multifamily as our expert guest to speak on the topic of raising capital and especially how to do it when starting out in the real estate game. Mark makes the argument that one of the best things to do early in your career is to partner up with someone with more experience and credibility than yourself.
Real estate syndication is an effective way for investors to pool their money and other resources to invest in deals that are much bigger than they're able to afford on their own. But how do you exactly get started in the syndication business? Seasoned real estate investor and entrepreneur Mark Kenney says you don’t have to necessarily start small. You can if you want to, but most people who start small would say, “I wish I would have started a bigger.” In this episode, Mark shares the different steps you can take to getting started in syndication as well as how to make yourself stand out to get your foot in the door.
Many investors are faced with the chicken or egg dilemma when it comes to entities. Do you create an entity first and go figure the rest out, or vice versa? Shedding light into this big topic is attorney, real estate developer, and serial entrepreneur Rahul Patel. Rahul takes us into the world of forming entities, discussing in detail what we need to know as a deal sponsor or syndicator. He breaks down the types of entities and how we can get started on these. Tackling the two common corporate structures, Rahul also talks about the pros and cons of an LLC structure and a limited partnership structure and goes into the common mistakes people make when setting these up.
Many investors are faced with the chicken or egg dilemma when it comes to entities. Do you create an entity first and go figure the rest out, or vice versa? Shedding light into this big topic is attorney, real estate developer, and serial entrepreneur Rahul Patel. Rahul takes us into the world of forming entities, discussing in detail what we need to know as a deal sponsor or syndicator. He breaks down the types of entities and how we can get started on these. Tackling the two common corporate structures, Rahul also talks about the pros and cons of an LLC structure and a limited partnership structure and goes into the common mistakes people make when setting these up.
Structuring deals is all about getting the right investor and making them happy. In this episode, Ivan Barratt, the man behind Barratt Asset Management, breaks down the essentials when it comes to structuring deals and dealing with investors. Ivan teaches us which path to take to structure a deal and how we can determine if we want a 70-30 or an 80-20 split. On the investor side, he gives us the answer to what investors are thinking when looking at your deal structure. As Ivan names some of the common mistakes that people make in the process, he offers his best advice for taking care of investors.
Are you a passive investor looking for your first syndication? If you are, serial entrepreneur Sunny Shakhawala can help you get started on finding the right people to sponsor your deals. Trust is a critical part of business. That is why Sunny invests a bulk of his profits only with a few specially chosen partners where each deal sponsor specializes in varied assets and market class. In this episode, he points out the characteristics he looks for in a sponsor using his own criteria. He also shares what he is looking for in a market deal and how he interviews a sponsor before making a deal.
As a successful real estate broker and investor living in Canada, Jesse Fragale dive into the difficulties of finding deals in Canada and why he is now looking for apartments in the US. Jesse discusses how he had to change his mind about partnerships and how he is looking to syndicate US real estate even while living in Canada. After transitioning from student rentals and single-family homes to multifamily apartments, Jesse has grown to learn the ins and outs of this part of the industry. He is a wealth of knowledge about commercial real estate as you will hear in this episode.
Proper due diligence is not optional when buying real estate. Matt Faircloth explains in detail three parts of due diligence that you cannot miss. He discusses how his team completes tasks such as the financial audits, what to look for inside each unit, and knowing when to re-trade. The entire due diligence process can be complicated, but with Matt’s advice, you can successfully help yourself and your investors. Improve your due diligence process by listening to this episode with Matt Faircloth and Whitney Sewell.
Real estate litigation has become a pretty common thing these days. TownCenter Partners, LLC Lead Asset Manager, Roni Elias, introduces his business and breaks down what litigation finance is. Being in a real estate legal crossfire can be quite daunting, especially when you are financially swamped. This is when Roni and his team enter the picture and guide real estate plaintiffs across the hurdle by funding them and saving them from issues. As Roni elaborates on why and when you can use their services, he shares some examples on how they step into the scenario and help their clients.
Increase the value of your multifamily property by converting units to short term rentals. Michael Sjogren, the CEO of Occupied LLC, recounts how he started his business and how he got that lightbulb moment with short term rentals. Such rental scheme might not be everyone’s cup of tea, but with Michael’s ideas, you would want to have your unit be a part of it. In this episode, he shares how he conceptualized the entire platform and how he can help you switch your portfolio to short term apartment rentals. He also reveals some of the tools he uses in automating his syndication business. You can learn more about this unique rental scheme and how Michael is building his business and going after bigger opportunities.
Dmitriy Fomichenko, real estate investor and President of Sense Financial Services, LLC, teaches us how to shelter hundreds of thousands of dollars from retirement funds or income from taxes through the self-directed solo 401(k). He talks about the pros and cons of checkbook control, the impact of having a custodian, and not simply having a solo 401(k).
Did you know that you have 31 months to increase the bases of the property by 100% to be a Qualified Opportunity Zone? Real estate developer Andrew Greer explains why this is the best thing that has hit the real estate industry and shares some tips on how to acquire assets that are cashflow-generating efficiently. He goes in-depth on how they specialize in permitting and zoning to have a competitive edge in the market. Andrew outsources a specific task that has made his life much easier and he tells us how.
Todd Palmer thought he had a successful business, but he experienced what he calls impostor syndrome. He was quickly at the bottom. He then fired all his employees, hired a coach, and made INC 500 within a year. Today, he explains how “ATV” (authenticity, transparency, vulnerability) are the personal changes he made to reach real success. He now coaches others to do the same thing. We both discuss how a coach has helped us be successful and how speaking with our coach often, even when we didn’t think we had anything to talk about, was crucial.
Being in the world of real estate syndication requires not just simple knowledge but rather complex ones that require years of experience. Ken Holman, the President and CEO of Overland Group, talks about their fully integrated real estate company and how their family grew it into something massive in the real estate industry. He stresses the importance of choosing the right properties to deal with and the process of incorporating 1031, self-directed IRAs, and regular investors in the same project. Syndication may be difficult if you are starting out, that is why Ken shares some key things you have to do to be successful in the syndication business.
It’s one thing to get back up after a tremendous fall. It’s another to give back to others even after that. Rod Khleif is a multiple business owner and philanthropist who is passionate about real estate, business, and giving back. After losing $50 million in the crash of 2008, Rod immediately bounced back to success […]
Seldom do investors remain in the same place from where they started their investment career. Some even find themselves going from one country to another. Ekaterina Stepanova has been in that position, from starting in Moscow, Russia to New York City and finally ending up in Memphis, Tennessee. Bringing her story to those who are […]
The insurance industry is often so spread out to a variety of different niches that it has become difficult for investors to find the total protection they need. Providing a solution to this issue is Bryan Shimeall of Multifamily Risk Advisors. MRA are the experts when it comes to the apartment and multifamily industry. As […]
Many real estate investors got their start in the business from odd places. Kris Kaufman’s real estate journey started in the back of a box truck working for a college. After officially creating a partnership with a lifelong friend and formed Firm Foundations, LLC, Kris finally worked himself out of a job. He tells us […]
In the real estate business, you will encounter numerous documents and operating agreements during the home-buying process. Going through each one of them can be very tedious, so we hire advisors like CPAs and lawyers to take care of the paperwork for us. However, these advisors can’t always keep on top of quick changes. This […]
The thing about underwriting is people always want to find an easy way to do it. Brian Burke, the President and CEO of Praxis Capital Inc., says that is not how it works. Brian joins us to guide us through the steps of doing it right, sharing the three important things in the process. As […]
Diagnosed in 2012 with brain tumor and no medical insurance, Bryan Chavis lost everything and had to sell a lot of the assets he had in property management companies he helped create. He turned to training and education which was what kept him afloat. Since then, he’s been a provider of training and education for […]
Zach Haptonstall quit his job nine months before closing his first deal. He “burned the bridge” and was determined to make it happen. He shares an impressive story of why leaving a $200k salary position was the best decision. Zach explains how he began to get traction and develop a successful syndication business in a […]
50% of our mindset we model from other people we associate with. The other 50% is unique to you and you must figure that out. Today, transformation coach Ketan Patel helps us to understand how we begin this process, how he helps clients create successful habits, and why it is important to know what is […]
In the competitive world of real estate, it’s hard to stand out and find a niche where you can thrive. Moses Kagan, the Co-Founder of Adaptive Realty, a property management company, certainly succeeded when he grew Adaptive Realty from zero to $110 million of property under management. He credits this to the unique business model […]
Real estate investor Mike Vann talks about what he likes most about real estate investing and how he is now experiencing a promising syndication journey by providing homes for Google employees. Mike has been investing in real estate for over fifteen years and has built a $6M personal portfolio. Going over a significant deal right […]
Experienced multifamily investor Vinney Chopra shares his opinion on where the market is going, he stresses how you have to carefully look at where you’re investing and keep an eye on the market. Many are always bracing themselves for a repeat of the economic downturn of 2008. With this, Vinney offers owners, syndicators, operators, and […]
Abraham Ng’hwani, the Founder of Abranova Real Estate, proudly shares the story of his company’s birth and how it is a full-stack real estate investment and construction development company that delivers more value. The term “full-stack” is what makes them stand out from other successful syndicators because it encompasses many features such as trading, having […]
Real estate will always be tricky, and the only way to be successful in it is by having the right people teach you the right things. Kyle Mitchell, the Managing Partner and Co-founder of Limitless Estates, shares the story of how he got started with investing in single-family real estate back in 2013 and eventually […]
One of the keys to success in real estate is communication; that is, getting your brand and message across through marketing. Marketing expert John Casmon of Casmon Capital Group dives into his expertise and talks about how he got started in real estate, specifically focusing on syndication. John has a background in marketing and has […]
Capital raising is an important aspect of any business, especially in real estate because you need the finances to get you the best deals. However, a lot of people find raising equity to be overwhelming simply because they don’t know where to begin. Syndication attorney Jillian Sidoti helps real estate entrepreneurs and other entrepreneurs figure […]
The real goal for cost segregation is cashflow. However, under the new tax reform, a lot of investors are asking whether or not cost segregation will continue to benefit them. Essentially, cost segregation is a method to dissect a building down to all its component parts and short life them into ways to optimize the […]
During the big crisis of 2008, real estate investor Scott Carson was one of the few who was smart enough to see the writings on the wall. He left the mortgage business and jumped in on the other side of buying distress debt or, as he calls it, the naughty notes from borrowers who aren’t […]
It’s always a struggle to try to build something from nothing only to lose it and try to build it again. Real estate investor and licensed real estate agent Kathy Fettke has been through that kind of situation before. With a lot of hard work, dedication, and experience, she and her husband rich have created […]
Ryan McKenna is a full-time real estate investor who founded McKenna Capital, a private equity firm that provides opportunities to become passive partners in a variety of fields in real estate. A former baseball player for Arizona State, he was first introduced to real estate syndication by his teammate whose father was an apartment syndicator. […]
When trying to raise money in real estate, it is always necessary to consider the legalities behind the transaction, otherwise, your effort would all go down the drain. Mauricio Rauld, the Founder and CEO of Premier Law Group, teaches the do’s and don’ts of helping others raise money in real estate transactions. He also gets […]
If you want to be a serious investor, improving your economic outlook the right way can be easy with the right resources. Whitney Sewell interviews Ivan Barratt, the owner of Barratt Asset Management, about economic and infrastructure improvement. Ivan shares his opinions on how his outlook has changed as far as the markets he is […]
The main concern that people should think about when structuring deals is that both sides should be benefiting from it. Jeff Greenberg, the CEO of Synergetic Investment Group, LLC, teaches us the core of structuring deals and the important elements associated with it. Jeff has been in the business a long time and he’s been […]
How you start your business greatly depends on your drive, focus, and the people who are supporting you. Bryan Taylor, a manager of a management investing firm, walks us through his life achievements including his business focus and adventure. He believes that for real estate investing newbies, the best way you can educate yourself is […]
Real estate investing takes perseverance and guts especially in meeting with investors and establishing rapport. Real estate investor Caleb Bryant talks about investor relations and why it’s important to care for your investors. Caleb began his real estate journey in 2014 after realizing that touring with a band wasn’t going to pay the bills. After […]
It is fortunate to be surrounded by business partners that have complementary skills to the ones you have. Host Whitney Sewell interviews Sam Bates, one of the partners in Trinity Capital Group who’s been directly involved in acquisitions development and asset management. Sam gives us a glimpse of how their partnership started looking into buying […]
Mobile homes have long been ideal preferences for many. One of the best go-to persons to learn more about it is Jefferson Lilly. Jefferson is the host of the podcast Mobile Home Park Investing where he shows why investing in such homes is not only profitable but also unique and exciting. Jefferson was trying to […]
A lot of people in the real estate industry may be in a dilemma whether to go into property management or not. Dylan Marma says there really is no right or wrong answer. Property management is not about the fees; it’s more about something you do to control your assets. Dylan began his real estate […]
Investing in real estate is like chasing a squirrel; there are so many ways to do it. Gary Lipsky, the President and CEO of a consulting and investment firm called Break of Day LLC, didn’t know which area to invest in when he got started in real estate. As a scale and build guy, he […]
Did you know that you can manage real estate assets and construction at one go? With almost ten years of real estate investing experience - buying and selling over $40 million in real estate in the past five years and running nearly $5 million in renovation outside of the real estate - Ashley Wilson shares […]
Everything comes at a cost. That includes hiring capital raisers to help you raise funds. Jillian Sidoti, Esq., one of the country’s leading experts on Regulation A+, has assisted multiple companies and entrepreneurs realize their fundraising goals through Crowdfunding, 506©, and Regulation A. In today’s episode, she goes in-depth on the art of capital raising. […]
Every realtor has a dream of acquiring massive land and properties in a good deal. Since coming to the US more than 40 years ago with only $7 in his pockets, real estate syndication legend Vinney Chopra has achieved success in several areas – marketing, motivational speaking, and real estate investment, to name a few. […]
Podcasting is not always an easy endeavor and it’s not uncommon to encounter problems during the process, especially if you’re just starting out or new to it. Toby Lyles, the owner of TwentyFour Sound, answers some common podcasting problems and questions. With his company, Toby makes content creators sound amazing. He offers some tips and […]
Managing real estate paperwork and documentation are probably the most tedious parts of any real estate deal. Krista Testani, the Principal and Managing Partner at Sharpline Equity, shares how she evolved from law, to syndication, and then to multi-family. She walks us through what she does as a partner in their business – managing paperwork, […]
If there’s one skill you have to get to grips with in real estate besides building connections and the like, it should be self-discipline. It is indispensable to becoming successful and winning deals. Jerome Myers, the Managing Director of The Myers Development Group LLC, recounts his transition from working in a full-time job to dedicating […]
How do you structure your first ever deal in real estate that would inevitably lead to a win-win situation? Brian Burke lists down the three common ways you can use and integrate when structuring real estate deals. Brian is the President and CEO of Praxis Capital, Inc, a vertically-integrated real estate for private equity real […]
Why do people travel? Some of the reasons could be to immerse in a different culture and learn a new language. If the destination you pick is real estate, the same rules apply – to belong is to dive in and learn the culture. Dan Handford swings by once more to break down the different […]
Having a day job and getting a syndication business going at the same time is two full-time jobs. You’ve got to be willing to jump in and balance everything to make it happen. Venkat Avasarala, the Founder of Raven Multifamily and a corporate IT, shares how he’s been able to juggle two full-time jobs and […]
There are several niches in real estate you can focus on. One of those that Kay Kay Singh found to be where his passion lies is passive investing through syndication. Kay Kay Singh is the CEO of Grow Rich Capital. He has over eighteen years of business experience in the US with multifamily syndicated deals […]
Most brokers in the market right now are extremely busy as they are doing a lot of transactions because of high demand in the market. Tyler Chesser, Founder and President of The Chesser Companies, is back to share his knowledge on real estate brokerage. Tyler tells why a broker should be able to analyze deals […]
How do you win in life and in real estate? Make your business shatterproof. Known as America’s Legal Coach, Scott Reib reveals how to scale your business by breaking down five proven strategies to shatterproof your business. With over twenty years of experience as an attorney helping business owners, entrepreneurs, coaches, and service providers to […]
People are struggling to raise capital fast. Daniel Woodford, a seasoned multifamily investor, entrepreneur, and co-founder of Mission Bay Capital Partners explains what capital raising is all about. Daniel shares how they have been successful in raising capital from their first webinar as well as how they’re doing it now. He also talks about using […]
Having a management system for screening renters can save you loads of time and effort. Cliff Hayden, the Founder of ShowMeTheRental.com, shares some tips on qualifying tenants in the most cost-efficient manner, revealing the questions that you should ask when screening them. He also recounts some common mistakes they made when screening clients and outlines […]
Getting people to invest with you or for you in real estate can be a daunting task. Dan Handford, the Founder of the Multifamily Investor Nation, shares his tips on raising private capital for syndication. He talks about the investor triad of “know, like, and trust” that supersedes everything in anything you do and your […]
Collin Chlebak, the Vice President of Virtus, talks about how to approach commercial property insurance as a broker and how to handle clients efficiently. Virtus is a financial planning firm that touches over 300,000 multifamily units and over 100 million square feet of commercial real estate. Collin provides hands-on insurance consultations and brokered services to […]
The road to becoming a real estate professional takes sacrifice and a lot of guts. Ted Lanzaro shows us his business’ best practices in terms of understanding taxes and keeping records. Ted is a Certified Public Accountant and a real estate investor with over 29 years of real estate consulting and investing experience. He’s the […]
Krista Testani, the Principal and Managing Partner of Sharpline Equity, narrates how she transitioned from being an attorney to becoming a syndicator. As Krista recounts her jump into real estate which she realized was her true passion, she highlights the importance of getting the right education and the right mentor. Getting into her first deal, […]
Decisions always evolve as time, technology, and people evolve with it, especially in the world of real estate. Jeff Schechter, the CEO and co-founder of High Return Real Estate, talks about how his curiosity for internet marketing and real estate led him to his current business which is rehabbing properties. In addition to investing, Jeff […]
Transitioning from one trade to another is not an easy task especially when you are jumping into the multifamily real estate industry. Brian Murray, the Founder and CEO of Washington Street Properties, talks about his shift from the tech sector to multifamily real estate. Helping people to jump in and not be intimidated by the […]
There are so many roles you have to take in the real estate business. Although it is possible to manage everything on your own, it is best to build a team for the business to grow and scale. Liz Faircloth, the co-founder and Chief Advisor of DeRosa Group which controls close to 400 units of […]
There are massive ways to invest passively in the real estate world. Multifamily syndication is something to dive right in if you want to take advantage of high-value real estate with high returns. Managing partner of PassiveInvesting.com and Apartments Syndication Company, Dan Hanford joins us to discuss the three criteria to make sure you’re looking […]
What is holding you back from investing in real estate and achieving a six to seven-figure success in a short period? There are so much limiting beliefs that have been prevalent in the real estate arena that results to investors soaking all of it in and shying away from going all in. Antoine Martel, the […]
Everything starts from scratch. Even businesses and asset management start from nothing, but it only takes one person to materialize something into one great entity. Ben Suttles, the co-Founder of Disrupt Equity, shares his journey towards becoming a successful entrepreneur. He talks about his first deal, raising capital, managing a team, and the difficulties he […]
The big piece into succeeding in business is having the internal motivation and the right mentor. This is what Jeff Greenberg, CEO of Synergetic Investment Group, LLC, teaches us when it comes to becoming successful in our businesses. For him, real estate is about helping each other. Jeff shares some tips on how you can […]
A Regulation A or a Reg A offering is an exemption from registration requirements. It may seem like a promising term but going through the entire exemption process can be quite daunting. Mark Mascia, CEO of Mascia Development LLC, teaches us how to maneuver around the process of pursuing a Reg A exemption. He goes […]
Many people who have started investing in real estate and closing real estate deals began with a full-time job. A successful rental housing provider in Central East Ontario for 17 years and also a police officer for 29 years to date, Jules McKenzie reveals the secret to managing two worlds at a time. As he […]
Being a member or a head of a syndicate or being a real estate investor comes with some vital rules for building wealth. Christopher Calandra, the founder and principal at Elliot Wealth Management Services, LLC, talks about the seven wealth-building rules every investor must know. Christopher is a certified financial planner with over 26 years […]
Gathering people with common interests is not an easy task. Meetups need more than just time. Organizing it also involves so many vital components. Dan Hanford, the founder of Multifamily Investor Nation, discusses his strategies for starting meetups. Any organizer must know what to expect in these events must especially know how to organize it […]
Investing through an SDIRA or self-directed IRA, your asset’s earnings can have a built-in tax break. Undergoing this kind of investment can be a tedious process which is why a self-directed custodian like Joey Eplite exists. Joey is a finance student at the University of Central Florida and a NuView consultant. He has helped many […]
When a full-time job is not enough, people tend to hunt for means to invest and earn passive income. Brian Robbins, the author of Done!: The Professional’s Guide to Double-Digit Returns, Multi-Generational Wealth, and our Worry-Free Retirement, unravels the steps to becoming a passive investor and being an expert on it. Also the CEO of […]
The 309 Units in El Paso built in 1964 is an old property made out of cement blocks that is worth $13 million to $14 million. Kenny Wolfe, the author of Investing In The Dream and the President of Wolfe Investments, speaks on how he recently closed this deal in El Paso, sharing the business […]
You can achieve success in whatever you’re into if you start making small habits for your personal growth and development. However, you must be decided on taking a leap to start making progress. Zach Beach, a real estate investor and coach, talks about how personal development can make you successful. Zach gives us a glimpse […]
When a business is scaling, the entrepreneur sometimes tends to do all task by himself, thinking it would that be beneficial for the company. However, having that mindset isn’t really authentic and you need to admit you are not an expert in everything. Jason Pero, an investor and the Founder of Pero Real Estate, talks […]
Sometimes there’s an excellent opportunity to have an investment out of state. However, it is reasonable to feel anxious about investing in a project that one has never seen. Logan Freeman, a former NFL player, real estate investor, and Founder of LiveFree Investments, helps us understand how out-of-state investments work. Logan shares four things and […]
Building relationships, growing your database, and raising capital are what kicks off a successful career in the syndication industry. Jacob Blackett of Syndication Pro offers the most affordable and efficient real estate fundraising software that delivers all the tools needed to raise capital faster and manage investors all in one place online. With substantial experience […]
The market is changing and the gameplay in structuring a real estate deal has evolved. Today, the lender controls almost every deal because they’re sensing the change in the market. Rahul Patel, the Managing Partner of Patel Gaines, the fifth fastest growing law firm in the nation where he represents over $8.5 billion in commercial […]
What is more challenging than producing and hosting your podcast? It’s getting asked to be on someone else’s. Tom Schwab, Founder and Chief Evangelist Officer of Interview Valet, the concierge-level podcast guest marketing service, goes into detail on the ways to approach podcast guests and be invited in someone’s podcast. The bestselling author of Podcast […]
One of the popular strategies these days to create passive income in real estate is through land investment. Owner of Frontier Properties, a very reputable and successful land investing company, Mark Podolsky reveals his best passive income model close to Frank Rolfe mobile home park model. Author of Dirt Rich, he gives away the kind […]
If there is one thing syndicators wish they knew, it is how to get past the lending process of mortgage banking firms. Managing Director of Commercial Real Estate Debt and Equity at Aline Capital, LLC, Scott Williams educates us on how to get a loan and how all that process works in the syndication business. […]
Data analytics is vital in the gathering of information and in decision making. Raj Tekchandani, a high-tech entrepreneur and the Founder of Smart Capital LLC, talks about data analytics in this data-driven world, highlighting how combining all the data will lead to a better decision. Under this same premise, it is also data that led […]
Transitioning from one business to another isn’t a tough decision to make if your reason is your family. Someone who sold a previously successful business to focus on real estate and family is Adam Beckstedt, and he shares how that move made him closer to his kids and his wife. For Adam, real estate is […]
People don’t have a great impression about property management for a reason – being that it is an industry known for unsatisfactory service. Angie McDaniel – a military spouse who is an owner-landlord since 1998 and an associate broker with Keller Williams – dives deep into breaking the bad reputation of property management. Angie tells […]
Once you open your eyes and see the ability to make wealth in other ways, you can’t go back. Vanessa Peters, the founder of VMD Investing, shares how she helps to teach other colleagues and professionals raise capital, connect with experienced operators, and build passive income through syndication. She gives us a glimpse at the […]
Deferred Sales Trust (DST) is a strategy that’s been around for about 22 years. However, it’s not that well known because it’s proprietary in nature. Greg Reese, the Founder, President, and CEO of AmeriEstate Legal Plan Incorporated and Principal of Reef Point LLC, shares his expertise about Deferred Sales Trust. According to Greg, it is […]
One of the methods to go into multifamily investments is to have multifamily loans, and there are lots of ways to figure out the best option. James Eng, Senior Director of Old Capital, enlightens us about multifamily debt and what you need to do to apply for one. James outlines the three questions you need […]
Taking something that has good bones is the axiom of most realtors. They take and revitalize these zones and turn them into opportunities. Founder of re-viv, Matthew Ryan defines what opportunity zones are and outlines their benefits. With close to ten years of experience in real estate and construction, Matthew shares the tools in finding […]
All of us want our family’s financial future to be secured. However, if you solely rely on your paycheck, that may prove to be difficult. Jens Nielsen, founder of Open Doors Investing, shares how built some passive income away from his employer’s weekly paycheck by doing business on the side with syndication. He sheds light […]
Sometimes your mission in life unfolds after a misfortune takes place. Jorge Newbery, the founder of Debt Cleanse Group Legal Services, shares his $26-million debt story. Jorge takes us back to the time he started to become a real estate entrepreneur focusing on buying a distressed property and turning them around. On Christmas eve of […]
In property takeover and management preparation, a syndicator must have a month in development for the process to be planned accordingly. Real estate expert Vinney Chopra generously shares his knowledge on what we need to do and prepare for during a property takeover and management. Vinney explains why we need to have personnel, service contracts, […]
It is vital to be genuine and sincere with your investors, traits most mothers have when it comes to caring for their children. Alina Trigub, a former tax accountant and Founder of SAMO Financial, talks about caring for your investors like a mom. She says treating your investors or potential investors with a mom-like quality […]
People say that great things in business are never done by one person, and it is better to do partnerships than doing things separately. Syndicators Ben Leybovich and Sam Grooms have been successfully doing partnership in real estate for a year now, complementing their expertise with the way they process things, trust each other, and […]
Buying real estate properties can generate continuing passive income and can be a massive long-term investment because the value increases over time. One who can attest to this is Chad Hudson, owner of Savoy Companies – a family-owned and operated company which specializes in buying, selling, building, remodeling, and owner-financing homes since 2000. Chad started […]
People say if you want to make money, get involved in real estate. That’s what motivated 21-year-old Tim Bratz to get involved in real estate back in 2003. Tim is now the CEO and Founder of CLE Turnkey Real Estate, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets […]
Owning our own business is probably one of the goals we all have, alongside financial freedom and securing our future. Sharing his business ventures is Rodney Miller, a real estate investor and CEO of a chain of medical clinics. Rodney has been an entrepreneur for quite a while and splits his time between real estate […]
A lot of times, real estate investors get caught up in the numbers, deals, and all the different challenges that they face and things that they have to overcome to be successful in real estate. However, have you ever stepped back and ask yourself the purpose why are you doing this? Tyler Chesser, the Founder […]
People getting into multifamily and commercial real estate investing must understand the process of loan qualifications in buying a property. Vinney Chopra, a multifamily syndication expert, is back to share his insights on loan qualifications. Vinney talks about why you must create a great portfolio for the evaluation process of your loan and the significant […]
A lover of learning, Sam Rust started investing in real estate and quickly moved to multifamily syndication back in 2017. Today, he is an accomplished managing partner of over $10 million worth of real estate, a loving husband, and a father to four daughters. How did he achieve success in a short period of time? […]
How do you shift your mindset from being an employee to an entrepreneur? Jens Nielsen was an IT professional for more than twenty years until he decided he didn’t want to be in the rat race anymore. Figuring out how he can generate income outside of relying on somebody else giving him a paycheck, he […]
Are you a real estate syndication newbie? Mauricio Rauld, the founder and CEO of Premier Law Group – an internationally well-known securities firm that spends 100% of their practice on syndication for real estate investors – cuts the legalities and complexities of syndication into bite-sized, understandable information. He tackles some of the biggest and common […]
The way you present your business is critical to your organization's success. Proving this as a fact, Bruce Kirsch explores the importance of financial modeling and presenting information in an attractive manner so you can raise capital and bring on other financial stakeholders both on the debt and the equity side. Bruce also highlights the […]
Robert Borr is a licensed real estate and securities attorney in the state of Florida. He is also a real estate broker, a real estate school instructor, and a title insurance agent. He educates his clients to provide a traditional in-house counsel role to those who do not need a full-time attorney or staff. Robert […]
The importance of knowing your way out doesn’t only apply in life, but in real estate, too. It's better to see the exit before you enter any deal, and that’s called a contingency plan. Ron LeGrand, recognized real estate expert and trainer with 37 years of experience, shows where the deals are in the market […]
People want to do a quick turnaround yet don’t want to spend much time with underwriting. However, doing an extensive underwriting is vital if you wish to receive the right returns for the dollars you invested. Having done and managed fifteen years of multifamily syndication and 3500 units, respectively, Vinney Chopra is back with us […]
How does one get started in the syndication business? Author and CEO of Christian Financial, Inc. Angelo Christian shares the secret to how beginners in syndication can get started and stand out from their competition. Stressing the importance of customer-centeredness, Angelo explains why every business model should provide a significant amount of value to their […]
Raising money without begging investors is no easy task for startups. At times, help from a third-party individual is needed to make it happen. But how do you know if you are legally paying brokers to raise capital and not breaking any law or guides set by the Securities and Exchange Commission? Mark Roderick is […]
There are a lot of formulas for real estate success. One of which is to start by having a role model, someone who has already paved the way to millions of deals. Dani Beit-Or slightly agrees on this as he prefers to have a negative role model instead. Owner and founder of Simply Do It […]
In this business we call syndication, it is necessary to have a better understanding of what underwriting is all about. Rob Beardsley, co-founder of Lone Star Capital Group, started doing syndication two years ago and is an expert in underwriting. He talks about underwriting and the key fundamentals people needs to know about it. Rob […]
Syndicating a development process can be the most laborious procedure you will encounter during syndication. Talking about this meticulous process is Scott Lewis, the Co-Founder and CEO of Spartan Investment Group, LLC. Scott describes the development process as a two-year rollercoaster ride. For Scott, you must be willing to deal back and forth in terms […]
The stigma around the syndication business probably stems from people who have never done real estate investing. Coming out from that negative view, Vinney Chopra - a multifamily syndicator with over 35 years of experience in real estate - breaks down the misconceptions surrounding it, believing that if done right, syndication is nothing short of […]
Financial security in retirement is everyone’s joyful finale. This takes a lot of planning and saving up until the time comes when you can already leave the hustle and bustle and reap what you sow. While you undergo preparation, there are few things to take note of – the choice of a self-directed retirement plan, […]
IRA or Individual Retirement Arrangement is a way of saving your money for retirement in a tax-advantaged way. However, you can encounter a problem if you are not sufficiently knowledgeable about your IRA. Bernard Reisz of 401kCheckbook.com helps with this as he shares the many forms IRA takes, discussing how those can be used either […]
Bernard Reisz, a CPA with extensive experience in alternative investment and finance industries, is the founder of 401kCheckbook.com, a company that crafts retirement plans that enhance your current and future finances. Bernard shares how they empower individuals to optimize their finances using proactive and innovative strategies. He provides an integrated approach to tax and financial […]
A deal structure can be considered the bread and butter of investors. You may lose a deal if terms are not tailored professionally. Danny Randazzo of Randazzo Capital is a pro in structuring deals. An author, entrepreneur, and a host of a real estate mastermind, Danny imparts his 30-second spiel with brokers and the number […]
It is vital for a syndication property management company to establish its track record and credibility to be able to earn the trust of potential investors. Chad Gallagher, co-founder and Chief Investment Officer of SlateHouse Group, shares how they were able to raise $2 million through blind syndication. Chad describes blind syndication as investing without […]
Small business owners often wonder if there is a need for them to create a website. Are you one of them? Todd Heitner enlightens us why every business owner should have a professional website for their business. Todd has been specifically building websites for real estate investors for almost fifteen years. He shares with us […]
As you enter a deal, it is vital to know the standard fees that are customary to charge to get compensation. As mentioned in the previous episode, it is essential to hire a syndication attorney to assist with the legal matters of real estate investments. Amy Wan, Founder and CEO of Bootstrap Legal, breaks down […]
When you start joining the real estate world, one of the best takeaway from the experts is to build your team. Some can excel on their own, but it surely will be more beneficial if you have a support system as you embark on the field. Vinney Chopra, the Founder and CEO of Moneil Investment […]
Real estate is undeniably a competitive industry. The more realtors come aboard, the more one should stay ahead of the game and scale up. Trevor McGregor believes that the real estate business is one of the greatest wealth vehicles on the planet, and that is irrefutable. A Master Platinum Coach with over 15,000 hours of […]
In commercial real estate, investors see value in single-family and multifamily homes. With a lot of opportunities apparent in these listings, no wonder great deals come out of it. However, how many have considered investing in mobile home parks? John Jacobus is one of the few who goes for the out-of-favor but has appealing economics. […]
There’s no greater feeling in the real estate world than when you finally close a deal. Among all the listings in real estate, retail properties are perhaps the most challenging to get a deal done. As tough as it may appear, commercial real estate is still one of the big shots. Sean Katona, Managing Partner […]
Kyle Jones, co-founder and Key Principal of TruePoint Capital, LLC, takes us to the world of the syndication business in real estate. As a Global Sales Leader for a large Fortune 100 technology company and responsible for revenue attainment of over $250 million worldwide, Kyle has the experience and expertise to share about the ways […]
Real estate is at the forefront of a significant and exciting change as technology becomes developed at the emergence of blockchain. Sitting right in the middle of technology, finance, and real estate is Matthew Sullivan, CEO and Founder of QuantmRE. He imparts a wealth of wisdom to homeowners and investors about these changes and how […]
Investing in multifamily has been gaining a lot of attention in recent times for being the perfect investment. Moving far from the crowd, Paul Moore - Founder and Managing Director at Wellings Capital - has expanded his multifamily vision to self-storage and mobile home parks. Paul shares the details of what they do at Wellings […]
Summary: Tyson Cross, Real Estate Broker, Investor and Host of Real Estate Deal Flow podcast and Mobile Home Park Talk podcast shares some of the little-known nuances and benefits of mobile home park investing. This show starts off with Tyson sharing how he quit his W-2 job to become a real estate broker and investor. […]
Summary: Shaughn Daugherty, Vice President, Integro Insurance Brokers shares how real estate investors can buy the right insurance policy that will provide adequate coverage and mitigate risk – thus protecting their investments. How do you vet and select a reliable insurance agency? And, what are some little-known and important considerations that you should watch out […]
Amy Wan, founder & CEO, Bootstrap Legal shares some crucial Do’s and Dont’s that will help syndicators work within SEC guidelines This informative show starts off with Amy comparing the Pros & Cons of a GP/LP structure to a LLC. Which is the best structure for syndicators, and why? Amy dispels some common misconceptions. Next, […]
Ivan Barratt, CEO & Founder, Barratt Asset Management shares how a combination of persistence and strategic thinking can help you overcome challenges and meet your investing goals. This show starts off with Ivan sharing how he went from being a real estate agent to owning his own asset management firm. What hardships did Ivan face […]
Dave Van Horn, President & CEO, Note Horn Co. reveals some little known facts about the note investing business, and shares the pros & cons of note investing over other asset classes. This show starts off with Dave recalling the state of real estate market in the 80’s and 90’s. Drawing from his extensive experience, […]
Ian Ippolito, serial entrepreneur, creator, The Real Estate Crowdfunding Review, and The Private Investor Club reveals how the power of the collective can allow users to negotiate a better deal for their real estate investments. This show starts off with Ian revealing his background information. Why did Ian pivot towards alternative investments from stocks? And, […]
Steven Libman, Managing Partner, Integrity Capital Group shares some expert tips that will help inexperienced investors launch their real estate own syndication business. This show starts off with Steve sharing some interesting details about his fix and flip business. How does Steve manage to flip 200 properties every year? And why did Steven start syndicating […]
Ola Dantis, founder, Dwellynn share some critical attributes which will help inexperienced investors launch and establish their own successful syndication business. This show starts off with Ola sharing how he got started in real estate syndication. You will learn the importance of stepping out of your comfort zone and taking calculated risks in order to […]
Vinney Chopra, CEO of Moneil Homes, reveals some key attributes which will allow syndicators to efficiently manage their real estate investments, and generate handsome ROI’s for their investors. This show starts off with Vinney sharing his background information. You will learn how Vinney honed his sales skills which eventually helped him raise millions of dollars […]
Loe Hornbuckle, founder & CEO, Sage Oak Assisted Living and Memory Care shares how you can get involved in socially responsible investing by discovering some unique opportunities within the assisted living space. In today’s show, Loe joins us to discuss a unique asset class that few investors have exposure to – senior or assisted living. […]
Greg Rand, Chief Strategy Officer at Renters Warehouse shares how you can profitably invest in single family homes, and reveals the many benefits of single family investing over multifamily. This show starts off with Greg sharing how the US housing market has evolved over the years. Greg cites various statistics to reveal the immense potential […]
Neal Bawa, Founder and CEO, GroCapitus Investments shares his modus operandi for finding, hiring, training and managing virtual assistants for his real estate investing and coaching businesses. Neal, a second-time guest starts off this show by sharing his background information. We then transition to the main topic of today’s show. Neal gives us a peek […]
Amy Wan, founder & CEO, Bootstrap Legal shares the pros & cons of crowdfunding. In this show, we share the complete workflow for crowdfunding a real estate deal. This show starts off with Amy clearing some common misconceptions pertaining to crowdfunding. You will learn about the four different kinds of crowdfunding. Which option is best […]
Marjeanne Fields, Founder, AZ Wealth Builders shares how you can leverage the power of social media to find investors, raise capital, and generate greater traction in business. This show starts off with Marjeanne sharing her background information. How did her digital marketing background help her once she ventured into real estate investing? Is online marketing […]
Jeremy Roll, Founder and President, Roll Investment Group shares some nuanced tips that will help investors avoid some common mistakes, mitigate risk and generate good ROI on their real estate investment. This show starts off with Jeremy sharing why he transitioned to real estate investing from stocks. You will learn how asset diversification can mitigate […]
Mike Hambright, real estate investor, mentor & coach shares how you can cultivate and leverage relationships to raise capital for your real estate project. This show starts off with Mike sharing his background information. What important lessons did Mike learn after losing his corporate job in the financial meltdown of 2018? Mike shares how real […]
Alina Trigub, Managing Partner, SAMO Financial reveals the three crucial aspects that passive investors should consider before investing in a syndication. The first crucial consideration for passive investors is to partner with a suitable deal sponsor. But, how do you correctly vet a deal sponsor? Should you avoid working with sponsors who do not have […]
Spencer Cullor, Founding Principal, ApartmentVestors shares how some effective ways for improving the value of a multifamily investment and profiting from a deep value add deal. This show starts off with Spencer revealing his background information. Next, Spencer shares some interesting details about his recent multifamily investment. This deep value add property was plagued by […]
Christopher Winkler, President, and COO of Silverwood Capital Fund I LLC, and President of Silverwood Capital LLC draws from his 30-year long experience to reveal some expert tips to help you overcome the challenges of raising capital in real estate. This show starts off with Christopher sharing his background information. You will learn why Christopher […]
Omar Khan, CFA and M & A expert with Boardwalk Wealth shares the workflow for efficiently and accurately analyzing a real estate deal. This show starts off with Omar revealing some great tips that will help you increase deal flow. You will learn how to communicate with the broker so that you avoid wasting your […]
Ace Chapman, Freedom Internet Group reveals some excellent insights which will help syndicators evaluate deals, raise capital and mitigate risk. This show starts off with Ace recalling how he acquired his first business, nearly 17 years back. Were Ace’s family and friends supportive of his entrepreneurial venture? Ace also shares his framework for evaluating and […]
Aaron Chapman, Branch Manager, Real Estate Finance at SecurityNational Mortgage Company shares how you can overcome seemingly unsurmountable challenges to meet your audacious business goals. Aaron, a second-time guest on our show reveals how he managed to meet his ambitious target of closing 700 units in 2018. How did Aaron motivate his employees to meet […]
Amy Wan, founder & CEO, Bootstrap Legal reveals the pros & cons of raising capital under Rule 504, 506 (b), Regulation CF, 506 (c) and A+. Towards the end of the show, you shall be able to determine the right regulation type for your real estate business. In this show, we continue our conversation from […]
Amy Wan, founder & CEO, Bootstrap Legal reveals the Do’s and Dont’s for raising money under Regulation D for a real estate syndication. This show starts off with Amy explaining the difference between private markets and capital markets. What options do real estate investors have while raising money from private markets? You will also learn […]
Craig Haskell, Founder, Value Hound Academy shares a systematic framework that will allow you to overcome your fear of raising money, build a large pool of investors and gain greater traction in your real estate business. Craig, a second-time guest on our show reveals that the fear of raising money is common among real estate […]
Jack Bosch, Managing Director, Orbit Investments, LLC gives us a “peek” into the land flipping business, and also reveals how you can successfully start and manage your own syndication business. This show starts off with Jack sharing his reasons for venturing into the land flipping business. You will learn how Jack managed to earn a […]
Mike Cowper, Owner/Partner, Return on Investments LLC and Founder, REI Books Online reveals some expert negotiation strategies that will help to successfully close a real estate deal. As a real estate investor, why is it crucial for you to uncover the seller’s “Why”? You will learn how to build trust and structure a collaborative sales […]
Christina Daves, serial entrepreneurs, speaker, motivator and author of PR for Anyone shares how a well-thought-out media strategy can help you connect with your target audience. This show starts off with Christina sharing how she learned the ropes of media and brand strategy. You will learn how real estate investors can reach out to their […]
M.C. Laubscher, President and Chief Wealth & Investment Strategist, Producer’s Wealth and host, Cash Flow Ninja shares some expert strategies which will help mitigate risk to build a successful and stable real estate investment business. This show starts off with M.C. sharing off he learned the ropes of the real estate business. Can associating with […]
Brian Dally, CEO and Co-founder, GROUNDFLOOR reveals how wider access, greater transparency and control ensures a unique position for his organization in the real estate and lending space. This show starts off with Brian sharing how he co-founded Groundfloor 6 years back. Why did Brian decide to create a financial product tailored specifically for the […]
Jordan Fleming, CEO, Gamechangers shares the many benefits of Podio, and reveals how integrating this tool will allow you to manage your real estate business in a far better manner. This show starts off with Jordan sharing why an all-in-one solution like Podio allows ease of use and greater efficiency. You will learn about the […]
Terry White, founder and owner, Sunwest Trust, Inc., a Self-Directed IRA custodian reveals how you can invest your IRA in non-traditional assets like real estate syndication. This show starts off with Terry sharing his extensive experience in the Self-Directed IRA industry. Terry goes on to reveal the difference between a custodian and a TPA. Why […]
Larry Abramowitz, founder, Broad View Capital shares some expert tips for capital raising, deal scouting, and property rehab and reveals some business strategies that have helped him conduct $30 million worth of real estate transactions in just 5 years. This show starts off with Larry sharing how he ventured into the real estate business. Why […]
Joe Cucchiara, Mortgage Planner, New American Funding and Radio Host, Real Estate Radio Live Podcast reveals the various critical attributes that will help investors find success in real estate investing. This show starts off with Joe sharing his background information. You will learn how and why Joe transitioned from a live radio show to podcasting. […]
Manny Perez, Multifamily Syndicator, BlueSpruce Holdings, LLC suggests some excellent tools and resources which will allow real estate investors to efficiently and profitably manage their syndication deals. This show starts off with Manny sharing his background information. How did Manny transition from being a probation officer to the Direction of Market Research, Acquisitions? Manny reveals […]
Amy Wan, founder & CEO, Bootstrap Legal reveals why having a knowledgeable and experienced attorney on board is a prerequisite for a successful real estate syndication. This show start off with Amy sharing her background information. How did Amy end up in real estate law? And, why did she transition from the corporate world to […]
Kevin Amolsch, Founder, Pine Financial Group reveals some effective ways for overcoming some common challenges that syndicators face during capital raising in real estate syndication. This show starts off with Kevin sharing his background information. Kevin goes on to share some great Tips and Tricks that will help new as well as established syndicators in […]
Dan Barrett, founder, AdWords Nerds reveals how real estate syndicators can leverage the power of online marketing to increase deal flow, find investors and hence, generate greater traction for their business. This show starts off with Dan explaining the purpose of online marketing in simple terms. You will hear Dan dispel some common myths and […]
Charles Dobens, Founder Multifamily Investing Academy and Principal, Dobens Law shares some common mistakes that new investors make in the multifamily syndication business, and reveals some effective ways via which you can mitigate risk and gain traction in the early stages of your investing career. This show starts off with Charles sharing WHY he formed […]
Mike Zlotnik, Fund Manager, Tempo Opportunity Fund elaborates on his role as a real estate fund manager and reveals how he analyzes deals to scout out some of the most lucrative opportunities that can generate maximum ROI for his investors. In this show, Mike first explains the functioning of a real estate fund in simplistic […]
Thomas, owner, A1 Garage Door Services, host of the Home Service Expert podcast and co-founder, LeadGeeks reveals some EXPERT Tips which will help real estate investors (a) procure quality garage doors within budget and (b) discover motivated sellers and potentially lucrative deals. This show starts off with Thomas sharing his background information. How did Thomas […]
Jason Mittman, Founder, President & CEO of Mittman Real Estate shares some effective ways via which you can forge a successful mentor-mentee relationship in real estate investing. This show starts off with Jason sharing how he was lucky enough to find a wise and experienced mentor at the age of 18. How did Jason's mentor […]
Jason Pero, founder, Pero Real Estate reveals how financial discipline, continuous learning, and effective networking allowed him and his wife, Nadia to grow their real estate portfolio to 650 units over a span of 17 years. This show kickstarts with Jason recounting his early years as a real estate investor. Was it difficult for Jason […]
Eddie Wilson, CEO, Affinity Worldwide Corporation and Think Realty reveals some critical attributes which will help you find success as a passive investor in multi-family syndication. This show starts off with Eddie revealing how he ventured into real estate investing. Why did Eddie transition from fixing and flipping to syndication in spite of owning 100 […]
Bill Zahller, President, Park Capital Properties shares how inexperienced syndicators can overcome some common challenges in deal acquisition and capital raising as they attempt to make the transition to real estate syndication. This show kickstarts with Bill sharing how he got involved in real estate syndication. You will learn how you can find a mentor […]
Rock Thomas, world’s foremost whole-life-success expert and founder of the #IAMMovement reveals some common-sense yet powerful philosophies which will help you overcome your shortcomings and find success in life as well as business. Lack of focus and weak mindset are two of the biggest obstacles that prevent you from meeting your end goals. So, how […]
Kim Lisa Taylor, Founder, Syndication Attorneys, PLLC reveals some expert Tips for syndicators who wish to fund their real estate projects by making a Regulation D offering. Should real estate investors raise money via a public offering? If not, what different alternatives do they have? In this show, you will learn the pros and cons […]
Lance Edwards, Owner, First Cornerstone Group, LLC share some expert Tips which will help first time investors overcome common challenges and get started in real estate investing. How do you invest in real estate with no money down? How can first time investors increase deal flow in real estate investing? Is Direct Mail still effective? […]
Robert Couture, Managing Partner, S&C Homebuyers reveals a systematic workflow for acquiring and managing a value add property. What are some strategies for scouting out a lucrative value add deal? And, how do you gauge your capital requirements to prepare a well-thought-of business plan? Once you acquire a property, how do you carry out property […]
Omar Khan, CFA and M & A expert with Boardwalk Wealth shares how asset management can help real estate investors manage their investments with reduced risk and greater efficiency. Why should you have an asset management plan in place BEFORE closing a deal? You will learn how a business plan can help you achieve CLARITY […]
Tosin Oduwole, Head of Business Development, Tulsa Real Estate Fund, provides step by step instructions on how to float a Tier 2 Regulation A offering. Tosin recently launched his first real estate fund. What is the structure of this fund? And, what kind of returns can investors expect from this Regulation A offering? Tosin also […]
Aaron Chapman, Branch Manager, Real Estate Finance at SecurityNational Mortgage Company shares how common sense and financial discipline can help you achieve your financial goals, and secure your and your family’s future. How is Aaron teaching his children aged 12 to 19 the nuances of property investing and financial planning? How can you inculcate in […]
Joel Florek, Founder, JF Holdings LLC shares some little known tips pertaining to financing, property management and networking that can help you mitigate risk and generate greater ROI on your real estate investments. How do you purchase a property with low money down? What are some skills that you should cultivate before making the transition […]
Kevin Gardner, Managing Partner, Multifamily Utility Family Solutions reveals how syndicators can partner with utility providers to increase the ROI on their investments. Will a utility provider partner with you if you own a small property? What sort of savings and bottom line addition can you expect on inking such a partnership? You will also […]
Craig Haskell, Founder, Value Hound Academy shares comprehensive step-by-step workflow for inexperienced entrepreneurs who wish to make it big in the syndication business. How can you discover lucrative and less competitive niches within the real estate sector? Which are some critical skills that you need to master in order to find continued success in the […]
Kaykay Singh, CEO, Grow Rich Capital reveals how implementing the right Systems, Processes and Tools can help you avoid some common mistakes that inexperienced entrepreneurs make as they venture into the real estate investing business. From an engineer to a gas station owner to a real estate investor – how did Kaykay manage to make […]
Stephanie Wankel, Founder, New Heights Investment Group reveals how you can build stable and long lasting investor – sponsor relationships in real estate syndication. How can inexperienced investors learn the ropes of the syndication business? You will learn why starting off as a passive investor is a sensible step. Stephanie also shares how investors can […]
David Thompson, CEO/Founder, Thompson Investing reveals some great TIPS that will help syndicators in their capital raising efforts. Is partnering with an experienced syndicator the best way to learn the ropes of the business? What are some effective ways of dealing with investor’s queries and assuaging their concerns? You will also learn the importance of […]
Carlos Gutierrez, Founder, CG4 Properties LLC shares comprehensive workflow for property rehab which will drive up rents and occupancy – this resulting in greater value add. How do you deal with less motivated sellers who are not in a hurry to sell their property? Are you better off investing in poorly managed properties? You will […]
Salvatore Buscemi, Managing Partner, Dandrew Partners LLC shares some creative capital raising tips that will help you get investors on board for your real estate projects. How did Salvatore raise $5 million by networking with accountants? Why does Salvatore think that raising money for folks dealing in medical marijuana is a good idea? You will […]
Steeve Breton, Founder, Velocity Capital shares some great Tips and Tricks which will help inexperienced investors start and build their own successful syndication businesses. How did Steeve learn the ropes of the syndication business? Apart from some great resources, Steeve also shares how finding the right mentor is critical for finding success. You will also […]
Greg Dickerson, Entrepreneur, Real Estate Investor and Developer, Dickerson investments shares how lifelong learning, delegation and strong work ethic can help you start and scale your real estate business to the next level. This inspiring talk starts with Greg sharing his background information. How did Greg manage to grow his one man construction company to […]
David Toupin, Owner Obsidian Capital Co. shares some insightful business strategies for purchasing and improving value add syndication properties to generate handsome cash flow appreciation. How did David manage to establish a successful syndication business at the age of 23? How did he find his first deal? You will learn how he managed to grow […]
Whitney Elkins Hutten, Real Estate Investor, Spotted Dog Holdings, LLC and Ash Capital LLC reveals some little known Tips that will help investors partner with the right deal sponsors whom they can trust with their hard earned money. What is the best way to learn the ropes of the syndication business? How do you streamline […]
Tom Wheelwright, CEO, WealthAbility, best-selling author of Tax Free Wealth shares some little known strategies which can help you save your tax dollars and shelter your investments in real estate syndication. In this show you will learn how passive losses can help you reduce your tax bill. Do you need to hold a property for […]
Jon Simcoe, Professional Real Estate Investor, Lion Properties shares some excellent tools and resources which will help you find and develop sustainable and long lasting relationships with investors for your syndication business. Is it worthwhile for syndicators to organize and take part in meetups? What are some networking Tips and Tricks for finding potential investors […]
Chris Grenzig, Operations Manager at Toro Real Estate Partners reveals how a focused investing approach can help you syndicate value add deals that can generate handsome ROI’s with minimal risk for you and your investors. In this show, Chris shares how to select a suitable market to invest in. Which are the factors that you […]
Anthony Chara, Managing Member, Apartment Mentors, LLC and founder of Success Classes LLC shares some little known facts that will help syndicators in the acquisition, capital raising and structuring of a value add deal. In this show, Anthony shares how persistence and ingenuity can help you discover deals with significant upside. You will learn how […]
James Kandassamy, Principal, Achieve Investment Group reveals some expert tips that will help investors vet and zero in on suitable sponsors who are a perfect match for their risk profile. How can investors get in touch with capable and experienced real estate sponsors? How do you initiate a conversation with reputed syndicators? And, why should […]
Andrew Cushman, Principal/Manager, Vantage Point Acquisitions, LLC shares some expert strategies for finding and repositioning value add properties recession-proof properties in syndication. Andrew explains how he got started in the syndication business. You will learn how you can build credibility with your brokers even if you have no track record. How do you syndicate a particularly difficult real estate deal? How do you find value add properties in recession proof markets? Andrew shares how he managed to attain a 300% ROI on a recent deal. For all this and much more, tune in to our latest show!
Ian Formigle, VP of Investments at CrowdStreet shares the benefits of online syndication and provides us a “peek” into their investment model which has helped conduct 275 offerings totaling a market value of $10 Billion. Ian explains how online syndication allows solicitation of investors for your syndication projects. Which deals are apt for online syndication? Are online investors less savvy compared to their more-traditional counterparts? What is the average check size for an online deal? Ian also lists the various attributes that will help you find success on this new platform. For all this and much, much more tune in to our latest show!
Annie Dickerson, Co-founder and Managing Partner, Goodegg Investments shares some expert business strategies and little known facts that have allowed her to syndicate 3500 multifamily units and 1500 self-storage units in less than a year. How has Annie managed to progress so quickly in such a short period of time? What challenges did Annie face when she first attempted to syndicate a deal? How do you find reliable real estate sponsors whom you can partner with? Annie also explains each step of the syndication workflow in a great deal. Tune in for some great insights!
Kira Golden, CEO, Direct Source Wealth helps others generate passive income and create a diversified portfolio through their transparent co-investment model with deals focusing primarily on commercial real estate. Kira shares her criteria for partnering with people. She shares how co-investing can create alignment of interest and create value for everyone involved. Is this the right time for inexperienced syndicators to venture into the syndication business? How do you prospect new investors? And, can reducing the total number of investors really help you improve your business? For all this and much more, tune in to our latest show now!
In this episode, Whitney interviews Lindsay Lewis, Director of Business Intelligence, Spartan Investment Group, LLC. Lindsay develops and implements the strategy for leveraging data, technology, and research to identify lucrative investment opportunities. Lindsay shares some great tools and resources that she is using at Spartan to make data-driven and value-added decisions. How do you use procure and analyze data to scout out suitable investment opportunities? What sort of market insights can you get by using these popular data tools? You will also learn how to streamline your workflow using automation. Tune in to discover how you can leverage data and technology to make the right investing decisions.
In this episode, Whitney interviews Thomas Casteli, Tax strategist, The Real Estate CPA. Thomas shares some expert and innovative tips for raising capital and savings tax dollars in real estate syndication. Can you use a crowd funding platform for financing a syndication deal? If yes, are there any drawbacks in doing so? Can a rental property loss offset losses from other businesses? We also reveal how cost segregation and housing your syndication business as a S corporation can help you save your tax dollars. Tune in for some great insights!
In this episode, Whitney interviews Brian Hennessey, a real estate investor and broker with more than 30 years of experience. Brian reveals some nuanced insights which will enable syndicators to better conduct due diligence of large real estate properties. What are some common mistakes that syndicators make while conducting their due diligence? How do you accurately track conversations with stakeholders in the syndication process? This show is loaded with immense value – especially for first-time investors who are uncertain how they can evaluate a syndication deal. Tune in for some great insights!
In this episode, Whitney interviews Gene Trowbridge, Managing Partner, Attorney and Real Estate Broker, Trowbridge Sidoti LLP. Gene has some expert tips for syndicators who wish to get in touch with potential investors on social media without flouting any laws. You will learn about the important Do’s and Don’ts that you need to follow for posting content on social media. Can syndicators share details your past and current deals with new prospects? How do you get new investors on board for a new 506 B offering? We reveal how cultivating a “substantial pre-existing” relationship can allow you to do so. You will also learn the importance of immaculate record keeping. Tune in for some detailed insights!
In this episode, Whitney interviews Jake Stenzanio, Principal, Rand Partners LLC and co-host of the popular multifamily podcast, Wheelbarrow Profits. Jake reveals how buying, financing and managing your syndication deal the RIGHT way can maximize ROI’s and grow your investment portfolio. Should you opt for a blended and flexible strategy while syndicating deals? What kind of debt should you use to finance your real estate projects? You will also learn how an in house management team allow Jake & Gino, LLC to bid aggressively and still turn around a profit. Tune in to learn some great Tips and Tricks for industry’s best (literally)!
In this episode, Whitney interviews John Bogdasarian, Founder, President & CEO, Promanas. John’s expertise in acquiring, syndicating, brokering, investing in and developing various projects has helped Promanas grow from 7 to 400. In this episode, John reveals some great Tips and Tricks that will help you effectively network with investors and get them on board. Can you grow your investor base purely on the basis of word of mouth marketing? What are some effective ways of networking with HNI’s and getting them interested in your syndicated deals? You will also learn how to answer common investor queries. Towards the end, we discuss some significant challenges in real estate syndication. This show is loaded with some great nuggets for new and experienced syndicators alike. Tune in NOW!
In this episode, Whitney interviews Omar Khan, CFA and M & A expert with Boardwalk Wealth. Omar gives some great insights that will help syndicators find reliable partners with complementary skill sets. How do you vet property managers and brokers? Would HNI’s will be willing to act as key principals on a syndicated deal? We also share how even inexperienced syndicators can find buy-in with property managers and brokers. Tune in to get some great nuggets from this gentlemen who has the rare distinction of advising capital financing and M&A transactions to the tune of $3.7 billion.
In this episode, Whitney interviews John Fortes, Principal, Community First Investment Group, LLC. John REVEALS how you can to find and rehab an under-rented and undervalued property – to realize attractive returns for your investors and you. How do you find reliable partners to team up with? And, how can you interact with experienced syndicators in order to learn the ropes of the business? You will also learn how you can find and syndicate properties with hidden value. Hearing John talk about his past deals will surely give you a tip or two on how to manage your business. This show is loaded with some great insights! Tune in now!
In this episode, Whitney interviews DeAnn O Donovan, President, and CEO at AHP Servicing & American Homeowner Preservation, LLC. DeAnn has an extensive background in commercial and residential real estate and has restructured more than $500MM in distressed assets to date. DeAnn shares some little known nuances for raising capital via a Regulation A REIT. This show kickstarts with DeAnn sharing some background information about REIT’s. Why should investors opt for a Regulation A REIT? Is there a minimum investment that you need to make? And, what kind of returns can you expect? You will learn WHY you are better off investing your hard-earned money with a SEC-registered firm. We reveal the latest and most relevant information which shall help you make responsible investing decisions. Tune in now!
In this episode, Whitney interviews Dino Pierce, CEO of Edified Equity and host of the Edified Equity podcast. Dino is an active multifamily investor with an influential presence on Bigger Pockets. Dino shares how he is using social media to provide greater traction to his syndication business. How do you use social media to project yourself as a thought leader in the syndication space? And, what are the benefits of doing so? How do churn out relatable and value filled content that resonates with your target audience? For folks who are new to the business, Dino has some great insights that are guaranteed to give you the competitive edge. Tune in now!
In this episode, Whitney interviews Gene Guarino, President, Residential Assisted Living Academy. Gene has trained thousands of investors to date. Gene reveals how real estate investors can generate extremely handsome returns by investing in senior living spaces. You will learn how you can benefit from dual appreciation of your business as well as real estate. How do you find a good business operator to manage an assisted living home? And, how do you scout out a property that can be suitable for senior living? We also share some interesting statistics which reveal why this asset class to set to clock a healthy rate for many years to come. Tune in for some great insights!
In this episode, Whitney interviews Ellie Perlman, CEO, and founder, Blue Lake Capital. Ellie also hosts the popular podcast, That Rellie Happened. Ellie reveals some great Tips that will enable syndicators to leverage the power of social media in order to give their business greater visibility. How do you build a media team and delegate tasks so that your business can gain traction? What are some ways of churning out relatable and value-filled content? You will also learn some great hacks that will allow you to extract the maximum benefit from social platforms. Tune in to this great show!
In this episode, Whitney interviews John Lenhart, an attorney, entrepreneur and real estate investor since 2008. John invests in Ohio, Kentucky and Indiana. John reveals some great Tips for efficiently and profitably managing larger real estate properties. What are some effective ways of scaling up your syndication business to the next level? Is it worthwhile investing in storage facilities? You will also learn how you can use cost segregation to fully realize the benefits of depreciation and save money. Tune in for some excellent insights!
In this episode, Whitney interviews Danny Newberry, Principal and CEO, Value Investment Group. Danny shares some little known strategies that will help syndicators increase their ROI’s. Should syndicators consider investing in commercial spaces? How do you create a dream team for your syndication business? You will also hear Danny recount how due diligence helped with earn handsome returns on a recent deal. This show is loaded with immense value. Tune in now!
In this episode, Whitney interviews Joseph Gozlan, Managing Principal and Multifamily Investment Specialist, EBG Acquisitions. Joseph is also a public speaker and published author. In this show, Joseph reveals some expert Tips for overcoming the various challenges of real estate syndication. Is it better to opt for multifamily investment over other asset classes? We reveal why multifamily is one of the hardest classes to disrupt. Joseph shares how proactive capital raising, partnering with the right people and conservative underwriting can help mitigate risk and help you build a stable and successful syndication business. Tune in for some great insights!
In this episode, Whitney interviews Dave Foster, investment professional and qualified intermediary, Exchange Resource Group LLC. Dave has 20 years’ experience working in all phases of real estate investing. Dave explains how investors can divert their tax dollars in real estate syndication using 1031 Exchange. Do you need a qualified intermediary for a 1031 exchange? What is the cost of a 1031 Tax Exchange? You will also learn about the benefits of using the BRRRR method of real estate investing. Dave also reveals how you can invest tax-free dollars by selling your private residence using Section 121. This show is loaded with great tax saving Tips for new as well as experienced real estate syndicators. Tune in now!
In this episode, Whitney interviews Nikolai Ray, CEO of MREX, a pioneering tech startup. Nikolai, a leading expert in multifamily financial engineering is often called upon as a professor, advisor and keynote speaker. Nikolai reveals how syndicators can leverage technology to make data-driven decisions that result in the greatest value add for them and their investors. How did Nikolai end up selling his investment banking business for $180 million? What is the current focus of MREX, Nikolai’s company? How can you accurately analyze micro and macro-economic indicators to make the right investing decisions? You will learn some great Tips for hedging risk and optimizing returns in this show. Tune in now!
In this episode, Whitney interviews Powell Chee, Managing Partner, Platinum Equity Partners. Since 2017, Powell has acquired two buildings totaling 100+units. Powell shares the workflow for setting up and running a sustainable syndication business. From property scouting, to capital raising to building a dream team, this show is loaded with some great Tips and Tricks for real estate syndicators. Watch out for some great nuggets on how to find and manage an out of state real estate investment. Tune in to watch and learn!
In this episode, Whitney interviews Joe Cromwell, real estate agent and syndicator, Realty One Stop. Joe shares some great Tips and Tricks for effectively communicating with real estate agents – so that they treat you with the seriousness and respect that you deserve. Why did Joe decide to become a real estate agent? Are there any disadvantages to becoming a real estate agent and investor at the same time? You will learn some common mistakes that syndicators make when communicating with real estate agents. For all this and much more, tune in now!
In this episode, Whitney interviews Justin Grimes, Managing Partner, JBG Capital Investments and host, Cash Flow Hustle. Justin is a real estate investor with properties from Dallas to Houston that are valued at over $84 mm today. Justin shares how he successfully managed to create a stable and passive income for his family through real estate syndication. Why did Justin pivot towards real estate investing from stock investing? How can inexperienced syndicators vet and build solid work relationships with real estate syndicators? You will also learn the various ways via which you can mitigate risk in real estate investing. This show is loaded with some great value for new and experienced syndicators alike. Tune in now!
In this episode, Whitney interviews Chris Tanner, Business Development Manager at New Direction Trust Company. New Direction Trust Company has assisted thousands of people in setting up their Self Directed Retirement accounts, and have extensive experience in facilitating real estate syndication. Chris shares the workflow for using Self Directed IRA funds in real estate syndication. We kickstart this show by highlighting the differences between Roth IRA and Solo 401 (k). You will also learn the pros and cons of hiring a custodian for your 401(k). What is the biggest mistake that syndicators make while deploying IRA funds in syndication? And will investors end up paying taxes when they use their IRA funds in syndication? This show will simplify and clarify many common queries that syndicators and investors have. Tune in now!
In this episode, Whitney interviews Carole Ellis, COO, and editor for Self-Directed Investor Society and REIWire.com. Carole and her husband, Bryan Ellis have been investing in real estate since 2006. Carole reveals some great Tips which will help real estate syndicators evaluate new real estate markets. What are some little known but important facts about Self Directed Investments which will help you make better investing decisions? What lessons can you learn from syndicators who were banking on the fact that Amazon will set up their HQ in Atlanta? We also share how you can analyze economic indicators like population growth and flipping indicator to receive actionable insights. This show is loaded with immense value. Tune in now!
In this episode, Whitney interviews Chris Prefontaine, founder, Smart Real Estate Coach. Chris does 5-10 deals every month controlling $20-$30 million of real estate. In this show, you will learn how you can use technology for effective delegation which will then allow you to scale up your real estate business to the next level. What are some effective ways of finding and vetting a suitable VA? We also discuss workflow for delegating work to VA’s which will result in seamless and hassle-free execution. You will also learn some great resources that can help you and your business immensely. This is a great show that is loaded with some nuggets for folks in the syndication business. Tune in now!
In this episode, Whitney interviews Lennon Lee, founder BLD Capital Group. Lennon has been involved in the acquisition of over 1,500 multifamily units with an approximate market value of $150 million. Lennon reveals various Tips and Tricks for networking with industry peers which will ultimately place your business on the path of high growth and success. How do you stand out and differentiate yourself in a crowded marketplace? And, how do you quickly and effectively make the transition from being a passive investor to a real estate sponsor? You will also learn the importance of being approachable to your investors. Tune in to this value-filled show now!
In this episode, Whitney interviews Dylan Borland, founder, The Borland Group. Dylan reveals some little known intricacies of capital raising in real estate syndication which will surely help you and your business. What are some effective ways of dealing with investors who walkout at the last minute? How do you network with, and build solid relationships with potential investors in the syndication business? We also elaborate on the importance of underselling and over-delivering. This show is loaded with some great Tips and Tricks guaranteed to give you the competitive edge. Tune in now!
In this episode, Whitney interviews Michael Blank, an apartment building investor, entrepreneur and teacher. Michael forayed into real estate investing in 2005, and started syndication from 2010. Michael shares how you can overcome the challenges of no experience and money to syndicate your first syndication deal. You will learn how education and a dream team can help you find success in the syndication business. How do you deal with brokers and property managers who refuse to treat you seriously? What are some resources that will help you find buy-in with potential investors? You will also learn some effective ways of improving deal flow when starting your syndication business. Tune in now!
In this episode, Whitney interviews Michael Blank, an apartment building investor, entrepreneur, and teacher. Michael forayed into real estate investing in 2005, and started syndication from 2010. Michael shares how syndicators can cultivate an actionable mindset to venture into real estate syndication – and meet their end goal of financial freedom. Why does Michael prefer syndication over fixing and flipping properties? Why it is critical for a syndicator to have a rock-solid peer and mentor group? You will learn how taking actionable steps can help you quit your job to don the hat of a full-time syndicator. Tune in for some great insights from industry’s best!
In this episode, Whitney interviews Arina Shulga, a corporate and securities attorney and founder of Ross and Shulga PLLC. Arina shares how some insights which will help syndicators navigate the legal complexities of capital raising. You will learn whether non accredited investors can participate in real estate syndication. What are the important nuances of Rules 506(b) and 506(c) that syndicators should be aware of? Can syndicators openly solicit investors for their projects? Which professionals and agencies can issue a certification that deems an investor as “accredited”? For all this and much more, tune in to our latest show now.
In this episode, Whitney interviews Tamar Mar, Principal and Managing Director, Marota Group. Tamar is a real estate entrepreneur and investor. How did Tamar venture into the syndication space with little prior experience? What are some ways inexperienced syndicators can find and connect with influencers in the syndication space? You will also learn some great business strategies for acquiring a syndicated property. This show is filled with value that will surely help you and your business. Tune in now!
In this episode, Whitney interviews Paul Barbeau. Paul reveals how inexperienced investors can overcome the challenges of real estate investing to step a sustainable syndication business of their own. How did Paul gain the confidence to invest in a 32 unit property after his first investment was a total disaster? Why is it critical to have a property manager as a buffer between the tenant and you? Watch out for the great resources that helped Paul broaden his knowledge base. This show has some great nuggets for folks who are looking transition to real estate investing. Tune in now!
In this episode, Whitney interviews Bryan Ellis, host of SDI TV, America’s #1 show for Self-Directed IRA & Solo 401 (k) users. Bryan is also the founder of SDI Society. This show reveals the various ways via which syndicators can find investors who are looking for alternative areas to park their retirement funds. How does Bryan find buy-in with potential investors? Are there any important rules that you need to be aware of before you start accepting retirement funds for your syndication projects? You will learn about this immense opportunity and the various Do’s and Don’ts for leveraging it to fund your syndication deals. Tune in now!
In this episode, Whitney interviews Anna Myers, Lead Underwriter for GroCapitus. Anna controls over 200 multifamily units in 5 different states. Anna shares how you can mitigate risk by conservatively underwriting a real estate syndication deal. You will learn how Anna successfully found a mentor in Neal Bawa of Grocapitus who showed her the ropes of the business. How do you analyze T-12 documents and analyze expenses while studying a new deal? What are some good resources for accessing data and predicting the future performance of a property? Anna also reveals different debt options, their pros and cons which helps SIMPLIFY the complex process of deal raising. Tune in to this informative show now!
In this episode, Whitney interviews Aaron Howell, founder of Black Lick Capital. Aaron shares how you can transition from a stressful career to the syndication business and enjoy better work-life balance. Did Aaron transition to multifamily syndication from the get go? Which resources did Aaron use to expand his knowledge base? You will also learn some great networking Tips and Tricks for finding investors for your syndication business. This show has some great value for folks who are looking to start and establish a sustainable syndication business. Tune in now!
In this episode, Whitney interviews Alina Trigub, Managing Partner, SAMO Financial. Alina shares how diversifying your investments into real estate syndication will result in risk mitigation. Why does Alina prefer real estate investing over stock investing? What are some ways inexperienced investors can make a seamless transition to the syndication business? In this show, you will learn about the various nuances of partnering and networking in the syndication business. Tune in to this informative show now!
In this episode, Whitney interviews Josh Eitingon, Principal and Manager, JAE Multifamily. Josh shares various TIPS for market selection, deal analysis and capital raising which will help inexperienced investors successfully make the transition to real estate syndication. What is the recommended modus operandi for analyzing a deal? What are the advantages of opting for an agency loan compared to a bridge loan? We also discuss ways via which you can collate property information before venturing into an unknown market. Tune in to this informative show now!
In this episode, Whitney interviews Eric Tait, founder, Vernonville Asset Management and President, Pinnacle Physician Management Organization. Eric reveals some little known business tips for market selection and fundraising. Should you invest in a market with good population growth but zero job growth? How can you convince HNI investors to come aboard as investors for your syndication project? We also discuss how inexperienced syndicators can gain the confidence necessary to operate as real estate sponsors on a major real estate deal. Tune in now for some great advice!
In this episode, Whitney interviews Omar Khan, real estate investor, Boardwalk Wealth. Omar has more than 10 years of experience in real estate and commodities. In this timeframe, he has advised on capital financing and M&A transactions worth $3.7 billion. In today’s show, Omar reveals the many nuances that comes into play when selecting a new market for real estate syndication. Is it really important to physically inspect a property before proceeding with your investment? How do economic indicators have a bearing on market selection? We also discuss the art of communicating succinctly with brokers. This show is loaded with some great information. Tune in now!
In this episode, Whitney interviews Hunter Thompson, full-time real estate investor and founder of Cash Flow Connections. Hunter controls more than $60mm in commercial real estate. Hunter reveals his modus operandi for investing in recession-resistant properties with low risk and high returns. You will learn the various ways via which you can increase the value of your multifamily investment. We also compare how investments in self-storage facilities compare to multi-family. Which is the better investment alternative, and why? What are some Tips and Tricks for generating respectable returns on your self-storage investment? This show is filled with some little known nuggets that will surely help you and your business.
In this episode, Whitney interviews Gino Barbaro, Founder, Jake and Gino, LLC. Jake has been investing in real estate for 15 years and has managed to grow his multifamily portfolio to 900 units in 5 years. He has founded the real estate education company, Jake and Gino LLC along with Jake Stenziano. Gino reveals the various business philosophies which has allowed him to start and grow his real estate business. What are some pros and cons of multifamily syndication? What are some ways of managing investor relations and expectations? Gino also shares some great tips for improving your deal flow in a hot market. Tune in for some great advice!
In this episode, Whitney interviews Marc Rutzen, Cofounder and CEO at ENodo, Inc. ENodo is the first automated underwriting platform for multifamily real estate. Marc reveals some little known nuances of ENodo which aims to remove market inefficiencies by enabling you to make data driven decisions. How does ENodo gain its “forward looking capabilities”? How is the underlying data updated to reflect current investing climate? You will also learn how AI capabilities make Enodo an extremely easy tool to use. Tune in to learn more!
In this episode, Whitney interviews John Cohen, President of JC Property Group, Inc. John is a part of an investment group that has closed more than $70 million worth of transactions. John reveals some great tips that will help inexperienced syndicators kickstart their own business. Why is multifamily syndication more viable than other businesses? What are some ways you can find network and find buy in with potential investors? And what are the differences between agency debt and bridge debt? John states why opting for the former can reduce your liability tremendously. This show is loaded with some great Tips and Tricks to help you and your business. Tune in now!
In this episode, Whitney interviews Andrew Schena, founding member, Capital Equity Partners. Andrew has more than 17 years of experience in the real estate industry and currently manages $9.88 mm in development projects. Which are some of the promising areas to syndicate a multifamily deal? How can unlock value in an underpriced property? And, how can you implement the RUBS system to bring about greater value add? You will also learn some little known nuances of structuring the split between investors and syndicators. Tune in now!
In this show, Whitney interviews Nitzan Mosery, Managing Member and Asset Fund Manager Cornerstone Investment Partners LLC. Nitzan is involved in the acquisition, management and disposing of multifamily units ranging from 150-400 units. Nitzan reveals some little known nuances of the syndication business that will surely give you the competitive edge. Is investing in hotel and marinas more lucrative than multifamily syndication? What is a master lease, and what are its pros and cons? What is the workflow for unlocking value for a syndicated property? This show is loaded with some great business advice. Tune in and learn!
In this episode, Whitney interviews Jackie Gibson, Director of Operations, Spartan Investment Group. Jackie shares how you can leverage technology to implement rigid systems and processes for efficiently managing your syndication business. Which tools can help you remotely manage your real estate properties? What are some Tips and Tricks for vetting, hiring and managing employees? We also reveals how implementing solid systems and processes can help you manage growth. This show is a filled with some great information for folks in the syndication business. Tune in now!
In this episode, Whitney interviews John Crossman, CEO, Crossman & Company, one of the largest retail leasing, management, and investment sales firms in the Southeastern US, with over 28 million square feet under their management. John has some great tips that will help you syndicate, lease and manage commercial properties. Which factors should you consider before investing in retail? How do you vet and hire a top-notch property management company? What are some effective ways of dealing with important but overly aggressive clients? Tune in and learn!
In this episode, Whitney interviews Scott Price, Owner, Bonvolo Real Estate Investments. Scott is an accomplished real estate professional with more than 15 years of relevant experience. Scott reveals some valuable tips for scouting and acquiring syndicated properties that are able to generate a favorable return for you and your investors. What are some great resources for learning more about the syndication business? Has the onset of technology and a virtual taskforce resulted in lesser demand for retail space? What are some of the hardest things about being a real estate syndicator? This show is loaded with some nuggets to help you and your business. Tune in now!
In this episode, Whitney interviews Neal Bawa, Founder and CEO, GroCapitus Investments. Neal’s current portfolio of 1,000 units is set to grow to 2,000 units over the next 12 months. Neal shares how you can leverage the power of technology and data to scout, acquire and manage syndicated properties. Which economic indicators should you analyze before syndicating a property?
In this episode, Whitney interviews Sterling White, Co-Founder, Holdfolio. Sterling reveals how you can discover value add deals in this hot real estate market. He also shares some great ways of overcoming investor objections and finding buy-in with even sophisticated and knowledgeable investors. Is it a good idea to cold call prospective sellers? How do you structure a syndication deal once you have investors on board? We also discuss the importance of goal setting and clear communication for sustained success in real estate syndication. This show is loaded with some great nuggets. Tune in now!
In this episode, Whitney interviews Danny Randazzo, Head of Acquisitions, Randazzo Capital. Danny invests in $2-$10 million commercial and multifamily investment opportunities that generate positive cash flow and value add opportunities. Danny shares how a solid educational foundation and goal-setting helped him find success in real estate syndication. Can you syndicate a deal as a multimember LLC? How do you set goals that help you achieve clarity? Which are some promising asset classes and areas that syndicators can consider right now? Tune in for some great business advice!
In this episode, Whitney interviews Patrick Duffy, Managing Partner at Adagio Group. Since January 2017, Patrick and his partners have acquired more than 2,000 units. Patrick reveals the various benefits of multifamily syndication, and shares why you should not hesitate from starting large as you venture into real estate investing. How can an inexperienced syndicator partner with someone well-known? How can you implement rigid systems and processes to prevent any leakages? And, what is the most difficult part of real estate syndication? Tune in to find out!
In this episode, Whitney interviews Joel Block, President, and CEO, Bullseye Capital. Joel runs a hedge fund that specializes in acquiring distressed real estate assets. Joel shares various ways for arriving at the optimum funding arrangement in order to syndicate a real estate deal. How do you network and build partnerships with people who have complimentary skillsets? What is the ideal investor profile for a syndicator? And, how do you deal with investors who wish to avail an early exit? Joel shares the nuances of capital raising. Tune in now to learn more.
In this episode, Whitney interviews Jason Yarusi, owner, Yarusi Holdings and host of the Real Estate Investing Foundation podcast. Jason shares how smart negotiation tactics and thorough due diligence can help you profitably syndicate a real estate deal. Which economic indicators should you consider before you zero in on a syndication property? How can you make the difficult transition from single-family investing to multifamily syndication? And, how do you deal with prospects who think you are lowballing them? This show is loaded with some great business tips guaranteed to give you the competitive edge. Tune in now!
In this episode, Whitney interviews Todd Dexheimer, Owner, Venture D Properties and host of the Pillars of Wealth podcast. Todd specializes in buying distressed properties, renovations and asset repositioning. Todd shares how partnering with the right people and focused capital raising efforts can help you find success in real estate syndication. What are some ways via which inexperienced syndicators can raise capital? Why should you consider multifamily syndication over fixing and flipping properties? And, is it necessary to start off with single-family homes before making the transition to multifamily syndication? This show is loaded with some great nuggets that will help you immensely in your business. Tune in now.
In this episode, Whitney interviews Tim and Tom Black, co-founders, Napali Capital. Tim and Tom reveal how and why they chose to transition from their high paying but stressful jobs to real estate syndication. Tim worked in the hospitality industry. Whereas, Tom is a board-certified emergency medicine physician. You will learn the importance of partnering with the right people who have complementary skill sets. Can you generate good returns by investing in the hospitality industry? How can you convince HNI’s like physicians to invest in your projects? And, why is it critical that you keep an open line of communications with your investors at all times? This show is loaded with some great wisdom that is sure to help you and your business. Tune in now!
In this episode, Whitney interviews Mark Dolfini, speaker and founder of the Landlord Coach LLC. Mark reveals why clear vision, adequate infrastructure and a streamlined process are necessary for setting up a stable syndication business. Mark started out as a U.S. Marine before dabbling in accounting, banking and credit analysis before finally transitioning to real estate syndication. What lesson did Mark learn once he scaled up too quickly? What are some effective tools and resources that will help you enjoy a good work-life balance? Whether you are about to start your syndication business or already own one, this show has some great tips on how to better manage your business. Tune in now!
In this episode, Whitney interviews Elisa Zhang, real estate investor and Senior Product Manager, Groupon. Elisa is invested in 1000 units and is a lead principal in over 200 units. She owns 24 units in King & Pearce countries. Elisa shares how real estate syndicators can overcome the many challenges that come with raising capital for their first syndication deal. Is it worth going through all the trouble of procuring an agency loan? Why is it important to differentiate between economic and physical vacancy while evaluating a deal? Can a good partner and mentor place you on the path of high growth? This show is loaded with Tips and Tricks guaranteed to give you the competitive edge. Tune in now!
In this episode, Whitney interviews Ben Lapidus, Partner, Spartan Investment Group, LLC. Ben reveals how a systemic acquisition process can help scout out and analyze great syndication deals with immense value add potential. What are the various precautions that you need to observe while underwriting a syndication deal? How should you tweak your acquisition process in a hot real estate market? We also discuss why storage development is an opportunity waiting to be tapped. Tune in now!
In this episode, Whitney interviews John Rubino, Chief Operating Officer, Founder and Managing Partner at JID Investments LLC. John reveals some great ways of building and sustaining solid business relationships with sponsors, investors and contactors. Does traditional marketing generate better results compared to digital marketing? How do you vet a real estate sponsor before getting him on board? Watch out for the great resources that John shares in this podcast. This show is loaded with information guaranteed to give you the competitive edge. Tune in now!
In this episode, Whitney interviews Jeff Greenburg, CEO and Managing Member, Synergetic Investment Group, LLC. Jeff shares some great business philosophies which can help syndicators build a successful, stable and long term real estate business. We discuss why giving foremost importance to investors and protecting their interests makes great commercial sense. Is student housing a good investment for syndicators? What are the challenges of investing in student housing, and how do you overcome them? Hearing Jeff dive down the rabbit hole will give you great insights about this terrific opportunity. Tune in now!
In this episode, Whitney interviews Paul Moore, Founder and Managing Director, Wellings Capital and host of the popular podcast, How to Lose Money. Paul has some great Tips for syndicators who are finding it difficult to discover value add opportunities in this liquidity fueled market. You will learn how upgrading property amenities can translate into extremely attractive returns. Why does Paul prefer investing in self-storage facilities over multifamily properties? What are some of the biggest mistakes that syndicators made in the last downturn? This show is filled with some great information that will surely help you and your business. Tune in now!
In this episode, Whitney interviews Michael Quarles, real estate investor and host of the Michael Quarles Real Estate Show. Michael reveals how a systematic marketing approach can help you discover value deals in real estate syndication. What is cluster marketing, and how can this marketing concept help syndicators scout of prospective deals? How do you differentiate your direct mail marketing efforts? And which other marketing techniques can you use to find success in real estate syndication? Tune in to receive some great insights.
In this episode, Whitney interviews Josh Sterling, Owner, Epic Property Management. Josh reveals how operational efficiencies and well-structured financing can help syndicators achieve high returns on their investments. What is a good debt arrangement for a syndicated deal? Can good deals allow syndicators to triple their investment in just over a year? What is the best way to increase the value of a syndicated property? Tune to learn from one of the industry’s best.
In this episode, Whitney interviews Dave Zook, Founder, and CEO, The Real Asset Investors. Dave shares how he ended up transitioning to real estate syndication in a bid to save taxes. How did Dave’s investors end up saving $91,000 in taxes on a $100,000 investment? You will learn how cost segregation and bonus depreciation can help syndicators immensely. How can you leverage a rock-solid track record to find investors? And, how can an inexperienced syndicators partner with someone of repute? This show is loaded with Tips and Tricks guaranteed to give you the competitive edge. Tune in now!
In this episode, Whitney interviews Shane Conner, founder, The Red Rock Capital Group. Shane reveals how inexperienced and first-time syndicators can overcome investor objections to raise capital for their first deal. How did Shane conduct the initial research before investing in his first-ever deal? What are some ways of meeting credit investors? And, how is Shane constantly improving his business? This is a great value-filled episode for new and experienced syndicators alike. Tune in now!
In this episode, Whitney interviews Ryan Gibson, founder, Spartan Investment Group. Ryan reveals how real estate syndicators can scout out properties with equity upside as well as cash flow – and shares how you can overcome objections to raise capital. How should you communicate with potential investors? Will you need to look outside the area of your residence for suitable deals? How can you leverage technology to bump up sales? This show has some great Tips and Tricks for experienced as well as novice syndicators. Tune in now!
In this episode, Whitney interviews Nick Loper, founder, Virtual Assistant Assistant and host of the Side Hustle Show Podcast. Nick shares some great Tips and Tricks which can help individuals and businesses vet and zero in on a suitable virtual assistant. Which questions should you ask your VA while interviewing him? Should you hire an agency in spite of the higher cost? We also discuss how you can address security concerns while sharing critical data with your VA. If you have a VA or are planning on hiring one, this is a show that you cannot miss. Tune in now!
In this episode, Whitney interviews Andrew Campbell, Co-founder and Managing Partner, Wildhorn Capital. Andrew reveals some great Tips and Tricks for passive investors who wish to transition to active real estate syndication. Can you leverage broker relationships to find some good deals? How do you overcome objections to raise capital for your first deal? We also discuss the importance of conservative underwriting, having good property managers and a reliable on-site team. Tune in for some great information!
In this episode, Whitney interviews Eddie Lorin, founder, Impact Housing REIT and Strategic Realty Holdings. Eddie shares how investing in affordable housing can prove to be a great value proposition for real estate investors. Can you really benefit from investing in affordable housing for the homeless? What is the typical holding period for a real estate syndicator? Eddie also reveals how he has managed to build up a well-qualified and motivated team over the years. Tune in to this very special show.
In this episode, Whitney interviews Devin Elder, Principal, DJE Texas Management Group. Devin shares his business philosophies that has helped him syndicate 778 properties in Central Texas. Why does Devin prefer to invest in properties with good cash flow? What is a recommended course of action for inexperienced syndicators who wish to learn the ropes of the business? We also share how you can find and build a fruitful relationship with an experienced mentor. Tune in to this information-packed show now!
In this episode, Whitney interviews James Kandassamy, Principal, Achieve Investment Group. James reveals some great Tips that can help syndicators increase operational efficiencies and unlock hidden value. Which are the FIVE most important factors that can help push up the ROI of a syndicated deal? What is the modus operandi for fixing properties in order to drive up rental rates and property values? We also discuss the rationale behind managing your own properties.
In this episode, Whitney interviews Nathan Tabor, a renowned life coach, business consultant and real estate syndicator. Host of the popular podcast, Handling Life, Nathan also runs the Nathan Tabor Real Estate Academy. Nathan reveals how he managed to raise capital and turn around a healthy profit from his first syndication deal with zero experience in the real estate sector. You will learn how to prepare a business plan that can help secure financing for your first project. Nathan also shares his modus operandi for fixing and flipping properties. This is a show you do not want to miss. Tune in now!
In this episode, Whitney interviews Matt Faircloth, Owner, The DeRosa Group and author of Raising Private Capital. Matt shares some great investment advice which can help inexperienced as well as seasoned syndicators raise money for their next project. Why is real estate investing preferred over stocks and mutual funds? How do you find and vet a real estate syndication attorney? Matt also reveals how time blocking and an A-grade team are critical contributors to success. Tune in for some great information.
In this episode, Whitney interviews Brandon Hall, CEO, and Founder of the Real Estate CPA and Principal, Naked Capital. Brandon shares some little known facets of the new tax law that can help real estate syndicators save taxes and improve ROI. Why should you opt for a cost segregation study in the first year of your investment? Is your syndication business subject to business interest limitation? How do you vet a CPA for your syndication business? This episode is loaded with some great information that will certainly help you and your business. Tune in now!
In this episode, Whitney interviews Brian Burke, President, and CEO of Praxis Capital. Brian shares some of his best work practices that have allowed him to build a $200 million asset portfolio over the years. You will learn about the different areas that Brian is contemplating investing in. What is Brian’s methodology for zeroing in on suitable areas? Is it worthwhile to invest in self-storage facilities? You will also learn the importance of conservative underwriting – and factoring in non-revenue units and concessions while analyzing a deal. This show is loaded with great value that will surely help you and your business. Tune in now!
In this episode, Whitney interviews Mark Kenney, co-founder of Think Multifamily. Mark shares some little know about facts about the real estate syndication business – facts which have helped him to grow his investment portfolio to 3,000 units over the past 20 years. Why do some syndication deal offer lower returns than others? What is the # 1 thing that has contributed to Mark’s success? And, how do you qualify a partner for a syndication project? Mark also reveals his current business strategy which is sure to help you greatly. Tune in to our latest show!
In this episode, Whitney interviews Lane Kawaoka, Principal, Simple Passive Cash Flow Investments. Lane reveals some little known nuances of real estate syndication that will surely help inexperienced as well as established players. What are the various benefits of a non-recourse loan? What are some Tips and Tricks for evaluating a real estate sponsor? And, how do you correctly underwrite a syndication deal? Lane gives us a “peek” into his methodology which has held him in good stead over the year. Tune in for some great nuggets!
In this episode, Whitney interviews Scott Lewis, CEO of Spartan Investment group, LLC. Scott shares the importance of cultivating rigid system and processes – which shall instill in you the confidence to take on high ROI and audacious deals. What are the various benefits of working on bigger projects? And, as a syndicator, what should be your resort if you financiers back out at the last minute? How do you prepare a fallback option that keeps your business going in such moments of crisis? For all this and much more, tune in now to our latest show!
In this episode, Whitney interviews Paul Caputo, Cost Segregation Specialist with Segregation Holdings LLC. Paul reveals the various nuances of cost segregation which has enabled him to save thousands of dollars for his clients. You will learn about the different parts of cost segregation and their varying time schedules. Paul also reveals the entire cost segregation workflow. Can you benefit from cost segregation if you own an old property? What if you have missed accounting for depreciation in the past? Can cost segregation still benefit you? Tune in to find out.
In this episode, Whitney interviews Jason Stubblefield, Acquisitions Manager, S & S Capital Partners. Jason reveals the importance of being prepared in case investors back out from a syndication project at the last minute – and shares how having contingencies in place can help you keep the project going. How did Jason muster up the funds once a major investor backed out from his very first deal? Jason shares his own experience, and some valuable lessons he drew from it. We also discuss how time blocking can help you increase productivity and achieve work-life balance. Tune in now!
In this episode, Whitney interviews Chris Jackson, Principal and Managing Partner, Sharpline Equity. Chris shares the importance of doing your due diligence before syndicating a deal, and why a no-deal is better than a bad deal. Chris reveals how he recently walked away from an opportunity to acquire a 100 unit property. How did Chris’s investors react to this news? You will learn the various nuances of analyzing a deal. This show is peppered with some great investing lessons for folks in the syndication business. Tune in to learn!
In this episode, Whitney interviews Holy Williams, founder, MQ ventures. Holy reveals how conservative underwriting is the key to building a long term and stable real estate portfolio. Why does Holly think that investing in Class B properties is such a value proposition? Should investors be willing to take on additional risk and buy an undeveloped plot of land? There is a conception that real estate investing is for those with deep pockets – is this true? Tune in to find out.
In this episode, Whitney interviews Scott Maurer, Director of Business Development at Advanta IRA. Scott shares WHY investing your IRA funds in real estate is a great alternative to stocks and mutual funds – and provides step by step instructions on HOW to invest your money. What are some common mistakes that investors make while investing their IRA funds? We discuss the importance of conducting due diligence and following a systemic process for maximizing returns and protecting your investments. Tune in now for some great nuggets!
In this episode, Whitney interviews Dan Handford, Founder, Handford Capital and host of the Tough Decisions for Entrepreneurs podcast. Dan reveals some great Tips on how to successfully raise capital for a syndication project. We delve into the benefits of cost segregation, and how this accelerated depreciation can help drive down costs for large real estate projects. What is a non-recourse loan? And, what is the best way to network with HNI’s and get them to invest with you? This episode is loaded with some great substance for new and established players alike. Tune in now!
In this episode, Whitney interviews Sarah May, Managing Partner, Regency Investment Group. Sarah reveals some great Tips and Tricks that have allowed her group to SCALE up to own 1,000 doors in an extremely short period of time. Sarah, an aerospace engineer left her rewarding career when she saw a chance to build up a steady stream of passive income from the syndication business. How do you scout out properties with unlocked value? And, what are some ways to bring about the great value add? This episode is peppered with some great wisdom. Tune in now!
In this episode, Whitney interviews Scott Smith, an attorney with Royal Legal Solutions. Scott specializes in protecting your real estate assets. Whether you are a passive investor or a real estate sponsor, Scott has some great advice that will surely help you in your business. What is the best legal structure for a syndication business, and why? Which hacks can a syndicator employ to limit his liabilities? Scott also has some great advice for inexperienced investors who end up losing their hard-earned money with unethical sponsors. This is an information-packed show that you do not want to miss. Tune in now!
In this episode, Whitney interviews Bernard Reisz, Principal, ReSure Financial Advisors LLC. Bernard reveals how you can make real estate investments from your IRA and 401 (k) – and why this is an excellent choice to traditional investment alternatives. You will learn about the basics of IRA and 401(k) from Bernard, an experienced CPA. We reveal how the cumulative effect of portfolio diversification, tax benefits and compounding can help you maximize your 401 (k) returns. Tune in to discover some little known and extremely important investing nuances that can help you generate greater income and lead a comfortable life.
In this episode, Whitney interviews Dave Childers, CEO, Residential Investment Advisors. Dave reveals the various Tips and Tricks that have allowed him to multiply his syndication business manifold over the years. You will learn about his methodology for scouting real estate deals to zero in on the best one. Dave also shares his struggle in dealing with investors who trust him with their life’s savings – and expect quick profits in return. What has been a negative fallout of the currently favorable market conditions? And, what is one mistake that Dave made on his last deal? Tune in and learn for some of the best names in the industry!
In this episode, Whitney interviews Justin Fraser, Owner, 88 Real Estate Capital. Justin shares the various factors that have helped an inexperienced real estate investor like him find success in the syndication business. Would experienced syndicators be interested in partnering and mentoring complete newcomers? Does having the backing of an experienced syndicator help you get investors on board? We discuss the other KEY factors that have contributed greatly to Justin’s professional success. Tune in to learn more!
In this episode, Whitney interviews Hunter Thomson, of Cash Flow Connections. Hunter shares how you can syndicate huge real estate deals by getting new investors on board - and retaining existing ones. You will learn how creating and marketing content can establish you as an authority in the syndication business, and help you greatly in your fundraising efforts. How can inexperienced syndicators end up partnering with successful ones? And, is timing really critical for success in the syndication business? Whether you are a new player or an established one, this episode is peppered with some valuable nuggets that will surely help you in your business. Tune in now!
In this episode, Whitney interviews Adam Adams, multifamily syndicator, BlueSpruce Holdings and host of the Creative Real Estate Podcast. Adam reveals how he has successfully managed to raise millions from passive real estate investors for his syndication projects. You will discover Adam’s methodology for analyzing a real estate deal. We discuss how you can use various networking techniques to project yourself as a thought leader – which shall help you gain the trust of passive investors. Is it easy to raise capital from HNI’s? Can networking events help you raise capital? And, what are some common mistakes that inexperienced syndicators are prone to making? We discuss all this and more in this information-packed show.
In this episode, Whitney interviews Omar Khan, CFA, and M & A expert with Boardwalk Wealth. Omar shares various Tips and Tricks which can help inexperienced syndicators realize their end goals. What is the hallmark of an exceptional deal sponsor? How do you facilitate effective communication with your passive investors? And, why is it critical that you get the right partners with complementary skillsets? We also discuss some common mistakes that syndicators make – which you should AVOID at all costs. Tune in to get some great nuggets from this gentleman who has the rare distinction of advising capital financing and M&A transaction to the tune of $3.7 billion.
In this episode, Whitney interviews Yonah Weiss, a cost segregation expert with Madison SPECS. Yonah shares little known facts about cost segregation – an accounting principle that can help real estate investors save thousands of dollars in taxes. Yonah reveals the various benefits of cost segregation as compared to straight-line depreciation. You will learn how cost segregation relies on accelerated depreciation to let you write off your expenses at a faster rate. But, is it really expensive to hire a cost segregation firm? And, can you know your tax savings before paying for a cost segregation study? Tune in to find out.
In this episode, Whitney interviews Joe Fairless, Managing Partner of Ashcroft Capital and host of the Best Ever podcast. Joe shares the business mantras that have helped him build up a $400 million real estate portfolio in an extremely short period of time. Why are the four components of apartment syndication? And what are some hacks that can help inexperienced syndicators get going? Tune in for some astute business advice that will surely set you thinking – if Joe can do it, why can’t I.
In this episode, Whitney interviews Alan Schnur, founder, and CEO of A|B|S, and author of the Cash Flow Mindset. In this episode, you will discover various HACKS that will help you overcome common real estate investing challenges – allowing you to rapidly SCALE up your investment portfolio. Is it possible to build a real estate portfolio while working a full-time job? Why is it important to perfect your systems and processes before you attempt to scale up? We also discuss the importance of hiring the right people and delegating out instead of attempting to micro-manage. Tune in now for some great insights that will help you cultivate a cash flow mindset.
In this episode, Whitney interviews Michael Becker, Principal at SPI Advisory and co-host of the Old Capital Real Estate Investing Podcast. Michael shares some invaluable real estate investing Tips that have allowed him to acquire 6200 units in a short period of time. You will learn about Michael’s professional journey that has allowed him to scale up in spite of adopting risk mitigation practices. Is the current economic climate conducive for real estate investing? Which is the market SWEET SPOT where you can park you money for maximum ROI? And, what are some common mistakes that real estate syndicators make that you should AVOID? Whether you are a new or experienced investor, this episode is sprinkled with wisdom that is sure to help you in your business. Tune in now!
In this episode, Whitney interviews Vinney Chopra, CEO of Moneil Homes. Vinney reveals how he managed to build a $200 million real estate portfolio through disciplined and smart financial investing. You will learn how real estate syndication allows you to allocate your resources in the most efficient way possible. What is the most suitable legal structure for a real estate syndication? And, why is Vinney so pumped up about investing in multi-family homes? This episode is loaded with Tips and Tricks that are sure to help you immensely in your business. Tune in now!