Multifamily Insights
John Casmon
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Each week, John Casmon speaks with real estate pros and marketing specialists to provide useful tips for multifamily investing. Listen and learn insights for market research, finding deals, attracting capital, and growing your portfolio.
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1 day ago
How to Find Peace, Joy, Happiness, and Success with Dr. Eric Holsapple, Ep. 511
Dr. Eric Holsapple is a successful developer and entrepreneur with LC Real Estate Group in Loveland, Colorado who has used mindfulness to transform his life and business and helps others to do the same. He combines the authority of a renowned business leader, the warmth of a dedicated teacher, and the wisdom and patience of a 30-year yoga and meditation practitioner. His unique mindset, when paired with his wealth of leadership experience, affords him a fresh perspective that makes for engaging and unforgettable keynote presentations and corporate workshops.
Eric has a Ph.D. in economics, has been a real estate CEO and developer for nearly 40 years, lectured in real estate at Colorado State University for 20 years, and has practiced Yoga and meditation for 30 years. He has won Entrepreneur of the Year awards from Colorado State University and BizWest magazine.
In our conversation with Eric we talked about mindfulness, how it helped him as a leader, as an investor and how he is now helping others achieve what he has achieved.
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A Pathway to Finding Peace, Joy, Happiness, and Success
00:00 Mindfulness in business;
03:59 “Living in the Gap” - A path to mindfulness;
06:13 Being present and having boundaries;
10:11 Mindfulness and how it can help an investor;
13:12 Smaller office and service based retail markets;
16:52 Guiding principles to investing
19:13 Profit with Presence: The Twelve Pillars of Mindful Leadership
24:42 Mindful Leadership Program
26:44 Round of Insights
Apparent Failure: Losing half a million trying to re-develop an old sugar factory
Digital Resource: Wall Street Journal
Most Recommended Book: The Go Giver
Daily Habit: Meditation
#1 Insight for Selecting the Right Loan: Knowing what your business plan.
Best Place to Grab a Bite in Loveland, Colorado: Durbar
Contact Eric:
To learn more go to www.livinginthegap.org. Click here for Eric’s Mindfulness Leadership Program.
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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4 days ago
How to Analyze Deals in Today's Market with Brandi Shotwell, Ep. 510
Brandi Shotwell is a Principal at Reno Capital Management in Dallas, Texas. With over 20 years of experience in finance and real estate, Brandi has funded over $1 billion in real estate projects ranging from commercial acquisitions to commercial development.
In our conversation with Brandi we talked about her journey from residential properties into commercial real estate, how they guide novice investors in understanding and navigating the complexities of real estate investing in Reno Capital. We also discussed how to overcome the current market challenges, analyze a deal today, and approach lenders and mortgage brokers.
Announcement: Download Our Sample Deal and Join Our Mailing List
Helping investors navigate through today’s challenges
00:00 Residential to commercial real estate;
03:44 Ensuring that the novice investors can understand and navigate the world of real estate investing;
05:24 Helping investors navigate through today’s challenges in the market;
13:54 Analyzing a deal today - Sales comps;
16:54 What awaits Reno Capital;
20:16 How to approach lenders and mortgage brokers
26:11 Round of Insights
Apparent Failure: Moving from Indiana to Texas
Digital Resource: Microsoft To Do
Most Recommended Book: The Power of the Self Conscious Mind
Daily Habit: Affirmations
#1 Insight for Selecting the Right Loan: Knowing what your business plan.
Best Place to Grab a Bite in Dallas: Eg Steak House
Contact Brandi:
To learn more go to renocm.com. You can also find Brandi on LinkedIn.
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Jun 2, 2023
Why This Former Stockbroker Recommends Multifamily with Brian Head, Ep. 509
Brian Head is the Founder of Head Start Equity, a real estate private equity firm that provides passive investment opportunities in primarily value-add multifamily properties. Brian has 20+ years of experience investing in real estate and is currently invested both passively and actively in 1,994 total units across 19 different properties with an aggregate value at closing of $338M. He earned his BBA degree in Finance from the University of Texas at San Antonio and worked in the financial services industry for 25 years, 10 of which were as a licensed investment advisor and stockbroker.
In our conversation with Brian we talked about what triggered his journey into multifamily, shortcutting the learning curve getting in, real estate vs. stocks and his new fund offering diversification.
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A Diversified Plan
00:00 A journey from single family to multifamily;
08:08 Shortcut the learning curve getting into multifamily;
13:42 Real estate VS. Stocks;
17:43 A new fund offering diversification;.
23:21 Round of Insights
Apparent Failure: Losing money on a deal
Digital Resource: ActiveCampaign
Most Recommended Book: The Millionaire Real Estate Investor
Daily Habit: Time blocking
#1 Insight for Multifamily Investing: Invest in deals with folks that have gone full cycle.
Best Place to Grab a Bite in San Antonio: Bliss
Contact Brian:
To reach out you can email Brian directly. To learn more go to headstartequity.com. You can also find him on LinkedIn.
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 30, 2023
Working with Private Equity Partners with Mark Purtell and Joe Harriman, Ep. 508
Joe Harriman joined CTC in April 2006 as Operations Manager and Head of Investor Relations for CTC Alternative Strategies, Ltd. Prior to CTC, he spent several years in Institutional Client Services at Calyon Financial, and the Chicago Board of Trade. Since 2006 at CTC, he managed the operations of a multi-strategy proprietary trading company focused on global trading in equities, fixed income, and various derivatives. From 2017 to present, he served as COO of the Manager. In this capacity, he successfully formed two real estate funds acquiring over $500 million in multi-family real estate.
Mark Purtell joined CTC in June 2001 as a trading assistant and worked on the trading side of CTC until transitioning to Head of Real Estate Acquisitions and Development in 2020. He split his time between trading and real estate with CTC since 2018. He expanded the network of operators to increase deal flow. He created the proprietary real estate model and is responsible for tracking existing deals in the portfolio and assisting in quarterly reporting. Since 2002, he has been active in the Chicago market for his own account with a focus on multifamily investments. He received a B.S in Finance from the University of Illinois in 2001. He holds Series 4, 7, 24 and 57 licenses.
In our conversation with Joe and Mark we talked about their company “CTC Wealth Management”, the co-gp model, what to look for in a deal, how to prepare yourself for the future based on the economic changes, pref equity, and how to approach your deal structures.
Announcement: Download Our Sample Deal and Join Our Mailing List
Wealth Management
00:00 CTC Wealth Management | The Co-GP model;
06:31 What to look for in a deal and an operator to partner up with;
08:19 How to prepare yourself for the future based on the economic changes;
10:18 Pref equity;
14:27 How to approach your deal structures;
16:47 The fear of losing control & protecting yourself as an operator;
21:52 Key decisions - expectations.
23:54 Round of Insights
Apparent Failure: Having longer-term debt in projects
Digital Resource: Excel
Most Recommended Book: Life 3.0
Daily Habit: Daily meetings
#1 Insight for deciding which multifamily deals to invest in: Find the project that works for you.
Best Place to Grab a Bite in Chicago: Pequod's Pizza and Portillo's
Contact Mark & Joe:
To learn more go to ctcwealthmanagement.com
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 26, 2023
How EV Stations Can Charge Multifamily Returns with Kelsey Holshouser, Ep. 507
Kelsey Holshouser is co-founder and COO of Amperage Capital, an infrastructure investor and operator, focused on addressing electric vehicle charging solutions in apartment communities. In this role, she is responsible for crafting the customer experience for drivers, overseeing all construction projects, and ensuring the Amperage Capital owned infrastructure is up and running.
In our conversation with Kelsey, we discussed the future of EV chargers, why it’s a win-win for the apartment owner to implement an EV charger station, and the costs involved.
Announcement: Download Our Sample Deal and Join Our Mailing List
EV Chargers & Multifamily
00:00 EV chargers and multifamily;
11:18 A win win for the apartment owner and the downsides;
16:01 What retrofitting an entire parking garage with EV charger stations costs;
17:23 The future of EV chargers;
26:12 The cost of a single EV charger station in a single unit;
28:42 Round of Insights
Apparent Failure: Not getting into Harvard or Stanford.
Digital Resource: ChatGPT
Most Recommended Book: Measure What Matters
Daily Habit: Exercising
#1 Insight for EV Investing: Velvet Taco
Best Place to Grab a Bite in South Lake, Texas: Joe’s Barbeque
Contact Kelsey:
To learn more go to amperagecapital.com
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 23, 2023
Turning a Deal from a "No" to a "Yes" with Justin Moy, Ep. 506
Justin Moy helps career-driven individuals who have tapped out their earning potential reach their next realm of possibility without taking on more hours or responsibility. His company Realm Venture Group knows every investor personally and hosts prestigious quarterly events. With passive income and tax advantages, Realm Investors win by living a more fulfilling life sooner.
In our conversation with Justin we talked about his transition from being a broker to syndications, his first 40-unit syndication deal, how to deal with conflicting feedback, owning vs. investing, and passive investing strategies for investors.
Announcement: Download Our Sample Deal and Join Our Mailing List
Passive Investing & Syndications
00:00 Justin talks about his background;
04:14 A transition - brokerage to apartment syndications;
06:06 The first deal - everything you need to know;
11:06 How to deal with conflicting feedback as an investor;
15:06 He talks about his business;
16:54 Owning Vs. Investing;
21:36 Passive investing strategies for investors;
23:58 How to avoid some of the mistakes as an investor;
26:47 Round of Insights
Apparent Failure: His first deal.
Digital Resource: Asana
Most Recommended Book: Limitless
Daily Habit: Affirmations and meditation
#1 Insight for Multifamily Investing: Get in the game
Best Place to Grab a Bite in KC Area: Peanut
Contact Justin:
Click here to download “The Definitive Guide To Passive Real Estate Strategies”
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 19, 2023
Investing in Coliving Properties with Johnny Wolff, Ep. 505
Johnny Wolff, Founder & CEO of HomeRoom Coliving, is elevating the home-sharing concept to a new level. He loves to discuss why he switched careers from financial analyst to full-time real estate investor and how his startup exploded despite the global pandemic. Johnny also provides details on why coliving properties provide an excellent opportunity for substantial passive wealth in 2022, strategies for identifying properties that have above-average returns, and why coliving is the future of living for Gen Z.
In our conversation with Johnny, we talked about investing in coliving properties, regulations that you need to know, how the business model works, team building and what to expect.
Announcement: Download Our Sample Deal and Join Our Mailing List
Coliving Properties
00:00 HomeRoom (Coliving) ~ a different approach to single family investing;
04:49 Regulations you need to know;
08:54 How to navigate through hurdles with tenants;
10:33 The business model - scaling and operations in co-living investing;
13:01 Being selective when building your team;
16:17 What to expect when investing in co-living properties;
21:09 Round of Insights
Apparent Failure: Not hiring slow.
Digital Resource: Latchel
Most Recommended Book: The 50th Law
Daily Habit: Affirmations and meditation
#1 Insight for Multifamily Investing: Get in the game
Best Place to Grab a Bite in Kansas City: Joe’s Barbeque
Contact Johnny:
To learn more go to livehomeroom.com
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 16, 2023
How to Manage Your First Syndication with Cole Farrell, Ep. 504
Cole Farrell is the founder and CEO of Volcan Capital. He owns a portfolio of real estate in Pennsylvania. He is the host of the “Multifamily Mastery Meetup”, a local multifamily real estate investment association in the Lehigh Valley. Cole has earned a bachelor’s degree in finance as well as a master’s degree in Administration from Gwynedd Mercy University. He is a licensed real estate agent in Pennsylvania and used to be a professional property manager.
In our conversation with Cole, we delved into his notable investment journey, which he embarked upon at the young age of 18. Our exchange encompassed a diverse range of topics, including the critical role of trust, the value of networking through meetups, his first syndication process, and a recent deal he sealed with finesse.
Announcement: Download Our Sample Deal and Join Our Mailing List
A Remarkable Investment Journey
00:00 How Cole got into real estate at a very young age;
07:58 How to earn trust in real estate investing;
10:04 Wholetail real estate investing;
13:49 Meetups and networking;
18:48 The first syndication process - Hurdles & Connections;
24:37 What a killer deal sounds like;
26:47 Round of Insights
Apparent Failure: His first duplex.
Digital Resource: Trello
Most Recommended Book: Vivid Vision
Daily Habit: Mini tasks
#1 Insight for Multifamily Investing: Persevere.
Best Place to Grab a Bite in Lehigh Valley: Applebees
Contact Cole:
To learn more go to volcancapital.com. Click here to learn more about the Multifamily Mastery Meetup.
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 12, 2023
Overcoming Imposter Syndrome to Create Content with Drew Donaldson, Ep. 503
Drew Donaldson started his career as a media and marketing consultant at the dawn of online video. After stretching his legs in the corporate world for nearly a decade, Drew returned to his entrepreneurial passions, founding the growth strategy firm GroHaus in 2020. GroHaus fills the gap between DIY marketing and hiring an expensive full-service marketing agency. Their hands-on coaching, consulting, and fractional services provide hyper-personalized engagements that meet their clients wherever they are in their entrepreneurial journey.
In our conversation with Drew, we talked about how you should approach content creation and some of the hurdles when creating content and how to overcome them.
Announcement: Download Our Sample Deal and Join Our Mailing List
Content Marketing 101
00:00 An efficient route for small business owners for content creation;
06:15 Some of the challenges business owners face when creating content;
18:00 Why you should plan your content;
26:59 Overcoming the imposter syndrome in content creation;
33:51 The client base that Drew and his company GroHaus serves;
40:52 Round of Insights
Apparent Failure: A failed ad campaign
Digital Resource: HighLevel
Most Recommended Book: The Adweek Copywriting Handbook
Daily Habit: Exercising
#1 Insight for Content Marketing: You need to focus first on your offer and then the sequence of your marketing.
Best Place to Grab a Bite in Lebanon, Pennsylvania: The Jigger Shop
Contact Drew:
To learn more go to grohaus.org
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 9, 2023
Hitting the High Notes for Passive Income with Corinn Altomare, Ep. 502
Corinn Altomare is co-founder of Hearthfire Holdings – a private equity firm focused on self storage, with a growing portfolio across the Northeast and MidAtlantic regions. Founded in 2012, Hearthfire began initially with multifamily assets, delivering average 23% IRR to investors in 5 full cycle multifamily investments. Hearthfire pivoted to self storage with a first acquisition in 2019, which recently went full cycle delivering 33% IRR to investors. Since that first investment, they have grown the storage portfolio to another 14 locations across 5 states, and have invested significantly in the systems and management team to support the growth. Corinn is a keynote speaker and thought leader on the self storage industry. She holds a Masters in Music Performance from the University of Southern California.
In our conversation with Corinn, we talked about her investing journey from multifamily to the self storage space, how to build your company, what makes self storage recession resistant, and the things to pay attention to before getting into the space.
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Self Storage - A Recession Resistant Asset Class
00:00 Logic and thinking of investing in multifamily;
07:11 Building your own company;
15:41 Why self storage is more recession resistant;
20:13 The things to pay attention to before getting in the self-storage space;
24:59 Round of Insights
Apparent Failure: Her past experiences as a musican
Digital Resource: ReMarkable
Most Recommended Book: Holy Moments
Daily Habit: Meditation and movement
#1 Insight for Self-Storage Investing: Build your team, identify your team and get started.
Best Place to Grab a Bite in Philly: Zaytoon
Contact Corinn:
To learn more go to hfireholdings.com
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 6, 2023
From Desk Manager to Hotel Owner with Davonne Reaves, Ep. 501
Travel trailblazer and hospitality enthusiast Davonne Reaves, is an award-winning hotel consultant and asset manager, who on her own path to hotel ownership, is fiercely dedicated to empowering underrepresented communities on opportunities unlocked through investment in the hospitality industry. As founder and chief hospitality strategist behind Atlanta-based hospitality firm, The Vonne Group and CEO of Vesterr, Reaves capitalizes on her more than 14 years of experience in the lodging industry, to teach people how to become successful hotel investors and owners. With a passion for people and pineapples —the premiere symbol for the hospitality industry — Reaves makes hotel ownership real and relatable through educational training and programmatic resources that spotlight each step in the hotel acquisition process, leaning into sustainable success strategies.
In our conversation with Davonne about her journey from being a front desk manager to being a hotel owner, her hotel investing journey, how to analyze a hotel deal, and Vesterr: a crowdfunding platform that connects investors everywhere with hotel deals.
Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
Front Desk Manager to Hotel Owner
00:00 A serial entrepreneur mom;
03:21 Employee to owner in the hotel industry;
14:39 Hotels & Multifamily;
21:14 How to analyze a hotel deal & Hotel brands;
32:13 Vesterr: offers for investors within the hotel and hospitality realm;
Round of Insights:
Apparent Failure: Humbling moments in her hotel career
Digital Resource: Vesperr
Most Recommended Book: Relentless
Daily Habit: Listening to music.
#1 Insight for Being a Successful Hotel Investor: Create an investment thesis
Best Place to Grab a Bite: Chick-fil-a
Announcement: Download Our Sample Deal and Join Our Mailing List
Contact Davonne:
To learn more go to vesterr.com
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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May 2, 2023
How to Create a Billion-Dollar Portfolio from Scratch with Kenny Wolfe, Ep. 500
Kenny Wolfe is an experienced multifamily syndicator, the founder and CEO of Wolfe Investments, and the author of “Investing in the Dream: How to Acquire Multifamily Real Estate and Attain Total Financial Freedom.” He invested in his first multifamily property in 2010 and instantly saw the potential for real estate to transform his life – giving him the opportunity to quit his day job and start a company. Kenny is passionate about helping others attain financial freedom through real estate investing.
He has a portfolio valued at $675 million and is on pace to hit $1 billion this year. In our conversation with Kenny, we talked about building traction, mitigating growth, the current real estate landscape, and his path to hit one billion this year after starting as a passive investor.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit! - Use Promo Code: PODCAST
Traction & Growth
00:00 A diversified portfolio
03:…
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Apr 28, 2023
Clean Energy and Bigger Profits with Jason Schwartzberg, Ep. 499
Jason is a leading energy entrepreneur and a pioneer in energy cost reduction for commercial property owners. He co-founded MD Energy Advisors after identifying the need for an energy company that could help the real estate community reduce energy spend to maximize profitability.
In 2010, Jason also co-founded PointClickSwitch, a proprietary online platform powered by MD Energy Advisors that helps residential customers in deregulated energy markets save on utility costs through comparison shopping.
Today, much of his focus is on the financial solution focus of MD Energy Advisors and Commercial Property Assessed Clean Energy (C-PACE) Financing.
In our conversation with Jason we talked about how commercial real estate owners can reduce operating expenses and increase NOI, brokering energy, and everything about C-PACE financing.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit! - Use Promo Code: PODCAST
C-PACE Finan…
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Apr 25, 2023
Maximizing The Velocity of Your Capital with Brandon Jenkins, Ep. 498
Brandon Jenkins is a commercial real estate investor-operator, podcaster, and entrepreneur with a passion for adding value to the communities where he owns properties. His syndication investing experience includes 2,300 LP units and 340 GP units.
He has a diverse professional background as an engineer with 10 years of technical experience working for 2 major Fortune 500 corporations in the Oil & Gas and Mining sectors. The focus of his professional work dealt with risk analysis, project execution, asset management, and investment evaluation.
In our conversation with Brandon, we talked about the importance of patience and knowledge before getting into a market, the importance of relationships, understanding the velocity of your capital as an LP, value preservation, and Brandon’s podcast “The Capital Stack Podcast”
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit! - Use Promo Code: PODCAST
Velocity & Growth
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Apr 21, 2023
How Utilities Can Boost Your NOI with Tiffany Mittal, Ep. 497
Tiffany Mittal is a strategic, visionary executive leader with a wealth of experience in multifamily real estate management, utility management, and payment technology. She leads with a genuine interest in energy conservation and financial technology.
By focusing on driving revenue, margin expansion, and operational efficiencies, she ensures long-term growth and profitability. Tiffany has led multiple companies to exponential growth, both in the San Diego area and across the country. She also is serving as the Independent Rates Oversight Committee’s Chair, improving access to fair utility rates in the city.
In our conversation with Tiffany, we talked about how Grant Cardone invested in her company “Utility Ranger”, the efficiency of her app, and how you can use it as a value add strategy.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit! - Use Promo Code: PODCAST
The Instant Equity Growth
00:00…
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Apr 18, 2023
How to Get Infinite Returns in Apartments with Elaine Stageberg, Ep. 496
Elaine Stageberg, MD, MHA is a psychiatrist, mother of 4, & Owner of Black Swan Real Estate. She owns & manages a portfolio of over $330M in assets under management. Through real estate investing, she reached financial freedom in her 30s and now helps others to do the same; Black Swan has delivered exceptional returns to hundreds of passive investors through their unique investor-focused private equity funds which enjoy no sponsor fees whatsoever, 100% return of capital to investors before any splits, and long-term returns and tax advantages, all coupled with socially conscious investing and at least 5% of profits donated to charity.
In our conversation with Elaine we talked about the use of the infinite return model through cash-out refinancing, the importance of considering payback periods when acquiring assets, strategies for managing and scaling in different markets, and the importance of keeping things moving.
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Apr 14, 2023
Should Investors Get Their Real Estate License with Aziz Shabazz, Ep. 495
Aziz Shabazz is a top-producing realtor, and financial coach in the Chicagoland area. He has been in real estate for almost two decades and a licensed realtor for over 8 years. He leads a 30+ agent real estate team. He owns multiple rental units and operates a financial consultation business. His mission is to help individuals & families understand financial literacy while also teaching small businesses how to build and grow their network. Aziz works with groups, individuals and organizations on building confidence and understanding how a mindset can either hinder you or push you to the next level. Aziz was also named Top 5% producing realtor in both 2020 & 2021 and has over 500 agents in his financial literacy organization.
In our conversation with Aziz, we talked about his investing and brokerage journey, why you should get a license, and the pros and cons of being a licensed investor, and the importance of passion and commitment in real estate investing.
Partner: Use promo code PO…
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Apr 11, 2023
How to Buy Real Estate Related Businesses with Jason Brown, Ep. 494
PGP Advisory founder Jason Brown brings a highly unique approach to the business broker realm. Having spent over a decade in the corporate world, working with Fortune 500 companies, Jason understands what it takes to buy and sell businesses and improve small and midsized business transactions. He takes the strategies he learned in the corporate world and applies them to his role, serving PGP Advisory clients.
In our conversation with Jason, we discussed several topics related to M&A (Mergers and acquisitions), including the process of identifying suitable businesses for investment, exploring opportunities in real estate-specific businesses, and determining the value of a business that one intends to acquire.
Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
M&A 101
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The entrepreneurial pathway;
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What’s M&A (Mergers and acquisitions)
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How to figure out what business to invest in;
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Real estate specific businesse…
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Apr 7, 2023
Why 5 Million People Follow this Investor with Brandon Schlicter, Ep. 493
Brandon Schlichter is the brains behind Investment Joy. He has over 5 million subscribers on YouTube and TikTok. He focuses on investing in alternative real estate and business assets such as car washes and laundromats. During the discussion, we talked about his diversified portfolio and how he attracts viewers on social media. Additionally, we discussed the accessibility of some alternative investment strategies and what attendees should expect from him at the Midwest Real Estate Networking Summit.
Partner: Use promo code PODCAST to save $50 on your ticket to the Midwest Real Estate Networking Summit!
Diversify
(00:00) What a truly diversified portfolio looks like;
(08:26) How to attract viewers;
(14:42) Accessibility of some alternative investing strategies;
(18:43) What should attendees expect from Brandon on the Midwest RE Networking Summit;
Announcement: Download Our Sample Deal and Join Our Mailing List
Contact Brandon:
To learn more go to www.i…
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Apr 4, 2023
What Asset Managers Must Watch with Mike Roeder, Ep. 492
Mike Roeder was a top performing high net worth insurance producer for Fortune 500 Company for over a decade. Then he transitioned from single family investing to multifamily back in 2015, and today he's a general partner in over 2200 units valued at over $320,000,000. Now, he's the co-founder of Granite Towers Equity Group, a real estate private equity firm.
We talked to Michael about building great partnerships, scaling, asset management, teams, raising capital and what it means to dive deep into financials.
Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
Building Partnerships, Scaling, and Asset Management
(00:00) House hacking to multifamily;
(06:59) Building a great partnership;
(09:56) How to choose partners;
(14:25) Scaling;
(19:50) Asset management and teams;
(22:50) Diving deep into the financials;
(30:00) Raising over $100 mills
Round of Insights:
Apparent Failure: Not taking action early on with a badly per…
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Mar 31, 2023
How the Investor Experience Drives Growth with Justin Liggitt, Ep. 491
Justin Liggitt is a Marketing & Investor Relations professional with over 20 years of experience with specialization and deep knowledge and skill within the investment management and private equity industries.
He was previously FINRA licensed (S7,24,66). He has run large marketing organizations in the investment management industry. At DJE Texas, he is responsible for creating and executing the client experience.
Justin shares insights on soft touch skills that affect the bottom line of investor relations, the importance of building meaningful relationships, the evolving nature of the investor environment, and the San Antonio and Houston markets.
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Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
The Investor Experience
(00:00) Justin talks about his background
(05:32) The investor experience
(09:39) Soft touch skills that affect the bottom line of investor relations
(12:58) Exploring the similarities betwee…
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Mar 28, 2023
How a Banking Collapse Could Impact Real Estate Investors with Sam Sharp, Ep. 490
Sam Sharp is a seasoned originator, licensed in 40+ states, who has funded over $2.5 billion in loans. Sam and his team are a true full-service mortgage lender well equipped to handle your business seamlessly from start to finish while providing an elevated standard that clients and partners have come to appreciate.
Sam is a regular among the country's top-producing home loan originators with a decade of excellence as a member of Guaranteed Rate's elite Chairman's Circle and 10-time feature in Chicago Agent Magazine's Who's Who in Real Estate.
We talked to Sam about the recent situation involving Silicon Valley Bank and how it affects real estate investors. We delve into the details of the situation and explain how it can impact investors and tips on how to protect yourself and highlight the benefits of Guaranteed Rate for investors. Towards the end, John shares his insights on what investors should do to navigate this situation.
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Mar 24, 2023
The Key to Social Media Growth with Rashauna Scott (Replay), Ep.489
Rashauna Scott is a millennial thought leader who strategically uses her influence to raise awareness about wealth building through investing in real estate. She is the founder of Flippin’ In Heels, Inc. a community for women real estate investors that hosts conferences, property tours, online summits and much more. With over 30,000 Instagram followers, Rashauna is an expert at building IG engagement and shares the tips and strategies she uses to gain influence on the platform.
We talked to Rashauna about The Chicago Market, how you should approach social media, some of the mistakes to avoid in your content strategy, and much more!
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Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit! - use promo code PODCAST to save on your ticket today!
Social 101
[00:01] The Chicago Market
[11:07] 100% free marketing
[14:53] How you should approach social media;
[18:47] Some of the mistakes people make on social media…
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Mar 21, 2023
Should Real Estate Investors Own Franchises with Doug Stout, Ep. 488
Doug Stout helps professionals and executives across the United States who are interested in learning how to transition from traditional employees in corporate America into small business or franchise owners. He not only helps his clients find options that are the right fit for them personally, professionally, and financially, but he also assists in helping his clients find financial and legal resources to capitalize and establish their businesses.
In this episode, we had a discussion with Doug regarding the effectiveness of the franchise model and the advantages it offers to real estate investors. We delved into why real estate investors should consider adding a franchise to their investment portfolio, as well as the initial steps to take when starting franchises.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
Investing in Franchises
[00:01] Doug talks about his background;
[03:42] Why the franchise model;
[…
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Mar 17, 2023
How to Cashflow with Raw Land with Brent Bowers, Ep. 487
Brent Bowers is the owner of The Land Sharks and is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent Bowers was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. His interest in real estate began in 2007 when he purchased his first home. While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients and is passionate about helping other people find success in real estate investing, particularly in land investments.
We talked to Brent about how to be profitable in land investing without selling, evaluating land as an investment, and key factors/red flags in land deals and the Land Sharks community.
Announcement: Click here to join me and other top real estate inves…
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Mar 14, 2023
Building Trust with Family and Friends with Eddie Symmonett, Ep. 486
Eddie Symmonett is the President of Symmonett Multifamily, a private equity company, which began in 2017. They are invested in over 130 units across 5 properties in Birmingham, AL. They are vertically integrated, also managing these units.
He started his real estate investing career in 2016 as a wholesaler, before acquiring his first properties (2-unit and 4-unit) in 2017. In 2019, he raised funds from two family members to acquire a 36-unit multifamily community in Birmingham, AL.
We had the opportunity to sit down with Eddie to discuss his insights on the benefits of investing in multifamily properties, how to identify momentum in your portfolio, the importance of building trust with your close network, and bringing in limited partners (LPs) to scale your investments.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
Taking Control
[00:01] Eddie talks about his background;
[05:32] Why multifamily;
[07:30] Ho…
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Mar 10, 2023
How to Build, Engage, and Leverage Your Network with Ray Higdon, Ep. 485
Ray Higdon is a bestselling author, renowned inspirational speaker, earner of multiple seven figures in the home-based business industry, and founder of the Higdon Group, an Inc. 5000 company, where he's helped clients generate over 300,000 new customers through his proven coaching programs (https://rayhigdoncoaching.com).
As a top keynote speaker, Ray has shared the stage with world-renowned thought leaders, including Tony Robbins, Les Brown, Brendon Burchard, Robert Kiyosaki, Bob Proctor, Gary Vaynerchuk, Grant Cardone, Magic Johnson, and many more (https://higdongroup.com/speaking).
Ray shared his insights on taking control of one's life, network marketing, effective networking, and the upcoming Midwest Real Estate Networking Summit. His expertise is invaluable for anyone looking to achieve success in real estate.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
Taking Control
[00:01] Ray talks about his back…
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Mar 7, 2023
Recognizing and Seizing Opportunities with Drew Breneman, Ep. 484
Drew Breneman is a real estate entreprenuer who founded Breneman Capital (formerly Rise Invest), The Blackhawk Investment Group, and Dwelle, a Chicago-focused real estate investment and property management group
Drew has honed an ability to foresee trends and identify favorable opportunities, resulting in asymmetric returns relative to risk. This foresight is precisely why Breneman Capital has tailored its investment approach to be specific to multifamily.
We talked to Drew about his investment journey, which started in college. We discussed the importance of intentionality, the significance of asking important questions and taking action, and key factors to consider while navigating the real estate market in 2023.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
[00:01] Opening Segment
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Drew talks about his background;
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He talks about how he got into real estate at a young age
[04:58]…
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Mar 3, 2023
How to Use Google Ads for Real Estate Investors with Daniel Barrett, Ep. 483
Dan Barrett 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 online 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.
He’s the voice behind the REI Marketing Nerds podcast - over 150 episodes strong with a 5-star rating on Apple Podcasts - and the AdWords Nerds YouTube Channel.
We talked to Dan about effective keyword strategies for investors, finding off market deals with Google Ads, and his company AdWords Nerds.
Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
Opening Segment
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Daniel talks about his background;
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He talks about how his company AdWords Nerds was born;
Google Ads…
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Feb 28, 2023
Making Money in Deep Value-Add Properties with John Warren, Ep. 482
John Warren owns 154 apartments in the Chicago MSA, and he also manages a total of 189 units. John is the managing broker at Forte Properties, Inc, and he runs a team of four agents that focuses on helping investors buy, sell, and manage their residential investment properties.
We talked to John about the competition in the 12+ units space, deep value-add properties, keys to scaling your portfolio, and much more!
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
[00:01] Opening Segment
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John talks about his background;
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Being an agent and investor at the same time;
[04:45] Buying Criteria and Deep Value-add Properties
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What investing in 1 to 4 units looks like today;
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Competition in return criteria in the 12+ units space;
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John’s buying criteria;
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Deep value-add properties VS. Light to medium value-add properties.
[11:18] Scaling a Portfolio
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Understanding the risks before getting…
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Feb 24, 2023
Passive Investing in Short-Term Rentals with Tamara Jones, Ep. 481
Tamara N. Jones is the CEO & Founder of Bucket List Stays LLC. She is passionate about the delivery of vacation rentals to investors for a completely passive investment. Tamara provides full-service management to property owners worldwide, including Property Management, Online Services, Vacation Rental Marketing, and Community Growth to drive process improvements, competitive advantage, and bottom-line gains.
We talked to Tamara about the short-term rental space, the arbitrage strategy to avoid risk, the New Orleans short-term rental market and investing overseas.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
[00:01] Opening Segment
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Tamara talks about her background;
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She talks about how she got into the short-term rental space;
[05:33] Arbitrage for Short-Term Rentals
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Test the market with arbitrage;
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What not to do in your first short-term deal;
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Why the New Orleans Market;
[17:47] In…
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Feb 21, 2023
The Insider's Edge for Strong Broker Relationships with James Nelson, Ep. 480
James Nelson is the Principal and Head of Avison Young’s Tri-State Investment Sales group in New York City. During his 25-year career, Nelson has sold more than 500 properties and loans totaling over $5 billion. His accolades include being named Commercial Observer’s Power 100, CoStar’s Power Broker, and receiving the Deal of the Year award by REBNY.
Nelson hosts “The Insider’s Edge to Real Estate Investing” podcast. He is also the author of "The Insider’s Edge to Real Estate Investing" and regularly lectures at Columbia, Fordham, NYU, Wharton, and his alma mater Colgate.
We talked to James about ethics involved in being a broker and an investor, cultivating broker relationships, and his book “The Insider’s Edge to Real Estate Investing”.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
[00:01] Opening Segment
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James talks about his background;
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He talks about his brokerage and inve…
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Feb 17, 2023
Advanced Tax Strategies for Multifamily Investors with Toby Mathis, Ep. 479
Toby Mathis advances his client's interests by combining expert tax advice with his personal experiences investing in over 200 real estate projects in the United States. His expertise reaches many others through his award-winning publications, including Tax-Wise Business Ownership and Infinity Investing: How the Rich Get Richer and How You Can Do the Same. Toby continues his crusade daily to help investors and business owners preserve their wealth, protect it from lawyers, snoops, and Uncle Sam, and create amazing legacies for future generations.
We talked to Toby about tax strategies to reduce liability, passive capital income and syndications.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
[00:01] Opening Segment
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Toby talks about his background;
[03:34] Tax Strategies
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Some of the different tax strategies that can help you;
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Why you should invest passively to reduce your tax obligation;
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Po…
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Feb 14, 2023
10 Years for Deal #1, Now 1,000 Units with Amy Sylvis, Ep. 478
Amy Sylvis has always been drawn to freedom, growth, and expansion and knew that she could serve even more people by investing in multifamily real estate. She is continuing to grow her portfolio with the goal of achieving the 5 freedoms.
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.
Today, Amy is the founder and principal of Sylvis Capital with apartment investments in Alabama, Indiana, Georgia, Tennessee, and Texas.
We talked to Amy about overcoming her health challenges, investing in multifamily, and building relationships with investors.
Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
[00:01] Opening Segment
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Amy talks about what they do at Sylvis Capital;
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She talks about how Rich Dad Poor Dad led her to her commerc…
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Feb 10, 2023
Why You Should Invest in Industrial Real Estate with Joel Friedland, Ep.477
Right out of college, Joel went to work for a family real estate business in Chicago where he was mentored in all things real estate; specifically industrial brokerage. After some time Joel broke away from that company amicably and started his own brokerage business. At its height, Joel was managing over twenty brokers.
These days his main focus is managing their existing industrial portfolio of 16 industrial class B/C buildings and growing their ~200 person investor base so they can continue to acquire more assets.
We talked to Joel about all things industrial real estate investing, relationships, and his all cash philosophy!
Get Your Ticket: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!
[00:01] Opening Segment
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How Joel found his comfort in brokerage in 1981;
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37 industrial real estate deals in his first year as a broker;
[06:42] Industrial Properties 101
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How to find infill industrial class B/C class prope…
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Feb 7, 2023
From the NFL to CRE with Yannik Cudjoe-Virgil, Ep. 476
Yannik Cudjoe-Virgil is the principal of Merlynn Acquisitions - a real estate investment and syndication firm. Merlynn Acquisitions' primary focus is to provide risk-adjusted value-add and opportunistic real estate investment opportunities to professional athletes, business owners, and W-2 earners. Yannik is also the host of The Mogul Marathon Real Estate Podcast. His experience in commercial real estate began as an Asset Manager by trade for both retail and institutionally-capitalized real estate private equity firms, where was responsible for the strategic oversight of large multidisciplinary commercial real estate portfolios across the U.S. Prior to real estate, Yannik played Linebacker in the NFL, for the Tennessee Titans and retired in 2017. Since then, he has successfully transitioned into the world of commercial real estate, and believes that cashflow is the key to financial freedom.
We talked to Yannik about his investing journey after his career in NFL, his platform “Merlyn…
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Feb 3, 2023
The Keys for Group Investing with Travis Smith, Ep. 475
Travis Smith is the Founder and CEO of Tribevest, a platform that makes it easy to invest as a group and do deals together in as little as 48 hours. He started his career with Morgan Stanley but realized the most direct path to wealth and financial freedom wasn’t through the public stock markets but by taking ownership in real assets. To overcome the many barriers to entry into the private markets, he is a member of several investor groups (he calls tribes) that invest in various real estate deals, startups, and cryptocurrencies. But his favorite investor group is the one that enables him to own vacation homes and even a racehorse with his brothers. Travis is obsessed with building a platform that standardizes and streamlines and ultimately de-risks group investing. He won’t stop until every single deal on and off the internet is an opportunity for a multi-player experience.
We talked to Travis about group investing, their journey in forming their platform “Tribevest” and what…
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Jan 31, 2023
750 Units an LP, 64 as a GP with Rama Krishna, Ep. 474
Rama Krishna is the Founder of USHA Investment Group LLC. Rama Krishna is both an active and passive investor in multi-family apartment syndications. Equity partner in 750+ units’ multifamily assets, in FL, MD, and NC markets. GP in 64 units. With more than 15 years of experience as an IT professional, Rama Krishna brings his experience in Analyzing markets, underwriting deals, raising capital, and asset management.
We talked to Rama about what makes multifamily a better investment, how to build trust with brokers, and what to do as a limited and general partner.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01] Opening Segment
* Rama talks about his background;
* He talks about how he got started in the real estate industry;
* Why he prefers multifamily investing;
[04:34] A Successful Investor
* Key factors that make multifamily a better investment than single-family;
* The importance of a good location;…
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Jan 27, 2023
From $0 to $40,000,000 without Raising Capital with Jason Lee, Ep. 473
Jason Lee is a highly recognized real estate broker in the multifamily real estate industry. He has worked with several eight to ten figure real estate investors in San Diego County, helping them acquire, sell, and 1031 exchange in order to improve their portfolio.
In the last couple of years, Jason has represented over 100 investors and sold over $250,000,000 worth of real estate in San Diego County.
We talked to Jason about his $0 to $40,000,000 portfolio, the broker + investor duality, social media, branding, and what a broker expects from a buyer.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01] Opening Segment
* Jason talks about his background;
* Why you should be patient for the first year of commercial real estate;
[04:34] Leadership
* $0 to $40,000,000 portfolio;
* The importance of a good team and partner;
* How to leverage social media;
* How to approach your branding;
* What’s “Trustee…
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Jan 24, 2023
From Power Broker to Major Investor with James Prendamano, Ep. 472
Over his career, James Prendamano has led a team that closed over 1500 deals, leased more than 1 million square feet of commercial space, and has effectuated more than 1 billion dollars in transactional real estate. During this time James shepherded the completion of transformative projects literally reshaping Staten Island; NYC’s commercial real estate landscape. Through discipline and subscribing to a lifelong learner mindset James’ expertise runs the real estate gamut.
We talked to James about his journey from brokerage to investing, coaching, leadership, and how to find opportunities across various asset classes.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01] Opening Segment
* James talks about his background;
* He talks about how he got on the investment and equity side of real estate;
[06:00] Leadership
* How a coach led him to where he needed to be ;
* How you should act as a leader;
* Why you s…
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Jan 20, 2023
Identifying Future Sellers with 95% Accuracy with Paul Wakim, Ep. 471
Paul Wakim, the founder of TwnSqr, taught himself how to code in Python to create an algorithm to predict who was going to sell their home next by identifying people who showed signs of 5 or 6 common selling traits. Later, he met his great friend and TwnSqr co-founder, Mitch Tracy. In mid-2019, Mitch quit his job to come work on TwnSqr full-time to refine and drastically improve the algorithm.
Through trial and error, Paul and Mitch ended up with the version of TwnSqr that we have today - the premiere off-market property dispositions tool that connects real estate investors with one another and, eventually, the largest institutional buyers in the world. Their goal is to support sellers, investors, and buyers of all sizes through world-class technology!
We talked to Paul about how they got to the 95% accuracy rate on who wants to sell, how it helps investors form deeper and more valuable connections, and what makes TwnSqr a great platform for professional investors.
Groundbreaker: Cl…
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Jan 17, 2023
How to Retire through Residential Assisted Living with Isabelle Guarino, Ep. 470
Isabelle Guarino is a graduate from Arizona State University, a former flight attendant, Walt Disney World intern and now Residential Assisted Living Academy’s leading lady. She has been working as the COO of the company for the last 6 years, keeping everyone in line and on task. She's been featured in many magazines and articles on the topic of Senior Housing and most recently was given the title of one of the "Top Influencers in Senior Housing". Isabelle also won Aging Media's "Future Leaders of Assisted Living" award in 2020 being 2 of 100's under 30 to make the list.
We talked to Isabelle about her investing and education journey in senior housing and we got into the nitty-gritty of the residential assisted living space.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01] Opening Segment
* Isabelle talks about her background;
* How her father influenced her getting into the senior housing space;
[04:30] A Hybrid…
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Jan 13, 2023
Achieving Growth through Leadership and Authenticity with Pete Vanderveen, Ep. 469
Pete is a strategic and passionate leader with a serving heart to bless those he serves. Pete is an active father, husband and basketball coach with a hunger to empower people everywhere he goes.
Pete’s background includes launching 10+ companies spanning energy, fitness, franchising, youth athletics, real estate, and others. He participated in multiple ventures including founding upstarts to leading $30 million in real estate development, and Native American companies and communities. Most recently Pete co-led the growth of a National Real Estate Mastermind and also managed the optimization of a fortune-5 energy company with $12+ billion in operations, leading teams in excess of 1000+ reports.
At the bottom of it all lies a hunger to drastically improve upon the status quo through the empowerment of human capital and transforming corporate success.
We talked to Pete about leadership, the importance of empowering human capital, what makes attitude more important than skills when h…
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Jan 10, 2023
How to Invest in Unfriendly Markets with Aaron Fragnito, Ep. 468
Aaron Fragnito is a Senior Managing Member and co-founder of Peoples Capital Group. Aaron is also the host of New Jersey Real Estate Network (NJREN), the Cash Flow Podcast (YouTube), and an adjunct professor at Rowan University while being a Full-Time real estate investor. Aaron has built an 8-figure Real Estate Portfolio and is a well-known name in the Real Estate investment market throughout New Jersey.
Aaron has completed 100+ real estate transactions as a realtor and another 100+ transactions as a real estate investor. He has helped over 100 people invest in real estate while raising over $10M in private capital. He has also been a guest on over 60 podcasts and also presents live webinars of his own on a monthly basis. Aaron enjoys speaking at events on a monthly basis to educate people about real estate investing.
Aaron holds a B.A in Business Management with a concentration in Entrepreneurship from Rowan University. Aaron focuses on building a strong relationship with his clien…
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Jan 6, 2023
How to Get Started in Short-Term Rentals with Leslie-Anne Morris, Ep. 467
Leslie Anne Morris began her Smoky Mountain investing journey while living and working in Los Angeles. Leslie had been a commercial banker for over twenty years and wanted to begin building true wealth. From the minute she closed on her first investment cabin she knew she had made the right choice. The cabin was an overnight success! The cash flow she made from her first investment allowed her to quickly scale her portfolio and today she has 10 short-term rentals.
Leslie fell in love with Tennessee and moved there in 2020. After learning about a lack in the marketplace, Leslie quickly founded two sister companies. Invest in the Smoky Mountains, a property acquisition company, and Josh’s Cabins Management, a full-service property management company, both focused on creating a passive income source for out-of-state investors. Leslie’s mission is to be a driving force that helps empower women to begin investing, her ultimate goal is to create 1,000 women millionaires.
We talked to…
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Jan 3, 2023
How to Find Apartment Deals Across Different Markets with Jordan Fisher, Ep. 466
Jordan Fisher has nearly two decades of experience acquiring, redeveloping and managing multifamily properties. As Principal of Next Wave, Fisher spearheads the company’s investment strategy, and oversees property selection, renovations, and repositionings. Prior to joining the executive ranks in commercial real estate, Fisher was the Founder and CEO of TPG Consulting, LLC, a web development and digital marketing company. Under his leadership, the firm grew from two employees to over 110 with revenues over $21.5 million. TPG was recognized as an INC 500 company as well as one of the Los Angeles Business Journal’s 100 fastest-growing private companies. In 2014, after running the company for over seven years, Fisher successfully sold the company to a Beijing-based multi-national Business Services firm.
We talked to Jordan about investing in different markets with a deal-driven approach, self-managing and its challenges, and how you should approach relationships with brokers as an op…
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Dec 30, 2022
The Best Ways to Drive Website Traffic with Aaron Anderson, Ep. 465
Aaron Anderson has been working in the SEO industry full-time since 2013. While working and consulting for multiple SEO agencies he saw a big demand for high-quality link-building services, so he started offering link-building services to clients, which has since grown into a full-fledged link building agency. His approach to link building is purely outreach driven and doesn’t rely on paid linking or guest posting.
We talked to Aaron about backlink building, SEO, how to get traction with a brand new website, how to get inbound leads and much more!
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 06:41] Opening Segment
* Aaron talks about his background;
* How he got into link building;
[06:41 – 16:47] SEO and Backlinks
* What’s SEO and why it’s important for real estate investors and professionals;
* How to build up authorization and trust with Google;
* A framework to build out a backlink strate…
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Dec 27, 2022
The Biggest Tip to Get Good Real Estate Deals with Tim Vest, Ep. 464
Tim Vest has more than 15 years in real estate and development. From partnering with developers, developing raw land, purchasing and investing in single family rentals, fix and flips, multifamily, and hotels. He is currently an owner and partner in multiple apartment communities. Outside of his passion for real estate, Tim has also enjoyed a 20+ year career in technology, founded multiple startups, and enjoys music, sports, travel, and an active lifestyle.
We talked to Tim about the importance of cash flow, investing in North and South Carolina, relationships with brokers, and how to get more deals.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 03:45] Opening Segment
* Tim talks about his background;
* He talks about how his investing journey started;
[03:45 – 15:04] From Raw Land to Flipping to Multifamily
* Raw land investing;
* The importance of things that produce cash flow;
* From a W2 to a ful…
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Dec 23, 2022
Organic Growth through Social Media with John Schuchman, Ep. 463
John Schuchman lost a full-time W-2 job and struggled mentally and emotionally for months before he found his home in real estate business and a passion for not only helping his own clients but he also has a gift for helping others grow businesses organically through the power of social media. John coaches others to do this with no cold-calling and no-pitching, just purely sharing stories and treating people the right way.
We talked to John about social media, the importance of stories, mentorship and podcasting!
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 06:09] Opening Segment
* John talks about his background;
* He talks about what it’s like to be a dreamer in a W2 job;
* He talks about how he got into real estate;
[06:09 – 21:06] Organic Growth
* The importance of finding your zone of genius;
* How to organically grow your social media;
* Why you should demonstrate the client experience;…
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Dec 20, 2022
How This Busy Mom Invests in Apartments and Land with Nicole Gauthier, Ep. 462
Nicole Gauthier is the Founder of Wicked Holdings; a real estate investment company focused on social change and community empowerment. She is a multifamily real estate investor, a mom of 2, and a woman dedicated to helping educate others on generational wealth and financial literacy.
We talked to Nicole about investing in land, why she started investing passively, and creating change through economic empowerment.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 06:41] Opening Segment
* Nicole talks about her unique background;
* She talks about how she got into real estate investing;
[06:41 – 16:47] Land in Inner City
* She talks about how she first purchased a lot as her first investment;
* How to approach investing in the inner city;
* Where generational wealth starts;
* Challenges with buying land in the inner city;
* The importance of finding the best use of a property;
[16:47 – 31:01] Pass…
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Dec 16, 2022
Need for Leads with Bryan Driscoll, Ep. 461
Bryan Driscoll is a real estate investor, a digital marketing and SEO expert, and the co-founder of Motivated Leads, a digital marketing agency that helps investors expand their real estate portfolio by generating quality, motivated seller leads. Bryan has over a decade of experience doing SEO. He took his profits from the agency world and invested in to rental properties. He and his partner now realize that true wealth comes from real estate investing.
We talked to Bryan about leads and how to use them efficiently, how you can close deals faster, and digital marketing.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 03:36] Opening Segment
* Bryan talks about his background;
* How he got into the rental space;
[03:36 – 17:21] Leads and Deals
* How building a skill can help;
* How to use leads efficiently;
* What to look for in a deal;
* How to close deals faster;
[17:21 – 25:36] Digital Marketing…
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Dec 13, 2022
The 4 Pillars of Real Estate with Justin Conner, Ep. 460
Justin L. Conner is laser-focused on ensuring that middle-market multifamily investors preserve wealth and create lasting legacies. Justin brings immense experience to the Multifamily Investment Advisors team at KW Commercial. As a licensed Commercial Real Estate Broker with more than 16 years of experience, Justin has honed his skill at identifying and maximizing yield for multifamily investors throughout Chicago, Illinois, Northwest Indiana, and the Midwest.
We talked to Justin about partnerships, finding good places to invest, and his book “The 4 Pillars of Real Estate.”
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 06:27] Opening Segment
* Justin talks about his background;
* How he got familiar with the investment space;
* He talks about his first deal;
[06:27 – 17:10] Broker to Investor
* Why you should take action;
* He talks about how Joe Fairless’ show helped him;
* A blueprint to f…
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Dec 9, 2022
The 4 Risks Investors Must Manage with Jeremy Goodrich, Ep. 459
Jeremy Goodrich owns Shine Insurance Agency with his wife, McKenzie. He’s a teacher at heart and he simplifies insurance by giving step-by-step guidance along the way.
Most days Jeremy can be found helping real estate investors by providing ballpark estimates, reviewing their policies, and making insurance work for their bottom line. He's also the host of a multifamily real estate podcast, and the host of Youtube's #1 most watched independent insurance agency channel.
We talked to Jeremy about risk, lender requirements, commercial real estate insurance premiums, and how to make sure you are protected.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 03:33] Opening Segment
* Jeremy talks about his background;
* His theme of teaching throughout his career;
* How he got into the commercial space;
[03:33 – 20:41] Commercial Real Estate Insurance 101
* How to identify and manage risk;
* Lender requiremen…
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Dec 6, 2022
Investing for a Lasting Impact with Saket Jain, Ep. 458
Saket Jain is the Founder and CEO of Impact Wealth Builders and is a #1 best-selling author, real estate investor, syndicator, tech enthusiast, and philanthropist. He has over 15+ years of experience in real estate investing. Over the last 5 years, Saket has taken a particular interest in class B and C multifamily apartments in markets that have strong fundamentals. Along with his partners, Saket has built a portfolio of over 2000 units totaling $200M in assets across several US markets. Additionally, Saket has committed his resources towards educating underprivileged kids, enabling them to join the next generation of wealth builders.
We talked to Saket about cashflow and impact, being a speculator vs. investor, and the importance of having an investment philosophy.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 05:13] Opening Segment
* Saket talks about his background;
* He talks about being let go from his c…
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Dec 2, 2022
How Rod Khleif Overcame Losing $50,000,000, Ep. 457
As one of the country's top business, real estate and peak performance luminaries, Rod Khleif has built over 24 businesses in his 40-year business career several of which have been worth tens of millions of dollars. He has also owned over 2000 properties.
We talked to Rod about overcoming challenges, how he lost $50,000,000 in 2008, overcoming limiting beliefs and how to navigate in today’s economic environment.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 05:58] Opening Segment
* Rod talks about his background;
* How he got into real estate at a very young age;
* The mindset psychology
* How he lost $50,000,000 in 2008
[05:58 – 14:45] Overcoming Challenges
* Some of the biggest mindset challenges investors face;
* Why you shouldn’t be so analytical and take a step;
* Why you should play in your strengths;
* The importance of managing your focus;
* How to overcome limiting beliefs;
[14…
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Nov 29, 2022
Why Giving Up Control is the Key to Freedom with Rob Chiang, Ep. 456
Rob Chiang is the creator of the passive wealth coaching system. He has been managing apartments since the age of 16 and has 25 years of experience with all facets of real estate investing, including but not limited to: rent collection, accounting, maintenance, remodeling, leasing, buying, and selling. Rob Chiang holds a California broker’s license as well as a general contracting license and currently controls $193M in investment property assets and owns $10M worth of Real Estate. He coaches students on how to create passive and generational wealth through his 7-step passive wealth coaching program.
We talked to Rob about the importance of property management, his book “7-Step Blueprint to Passive Wealth”, coaching, and much more!
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 08:48] Opening Segment
* Rob talks about her background;
* How she got started at a very young age;
* He talks about his care…
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Nov 25, 2022
The Hidden Value of Accountability Groups with Midori Verity, Ep. 455
Midori has owned several businesses for 25+ years and has worked with start-ups to Silicon Valley's top 500 companies. Her entrepreneurial journey has had many ups and downs and the depression that can accompany it. Today, she takes the tough lessons she's experienced to provide solutions for driven entrepreneurs, so they accelerate their success - with less drama. Fuel to Fire Accountability Groups is the company she founded to carry out this mission. It incorporates a proven goal-mapping framework, an accountability method, and mentorship to help members become laser-focused and overcome obstacles quicker to hit their most significant objectives.
We talked to Midori about how to navigate and change a business, goal setting, mindset, and the importance of systems.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 04:22] Opening Segment
* Midori talks about her background;
* How she got started her business;
[04:…
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Nov 22, 2022
A Real Estate Community for Passive Investing with Jim Pfeifer, Ep.454
Jim Pfeifer is one of the founders of Left Field Investors and the host of the Passive Investing from Left Field podcast. Left Field Investors is a group dedicated to educating and assisting like-minded investors in navigating the nuances of passive investing and syndications. Jim is a former financial advisor who became frustrated with the one-path-fits-all approach of the standard financial services industry. Jim now concentrates on investing in real assets that produce cash flow and is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth.
We talked to Jim about passive investing, the importance of finding the right people, what is a lazy 1031 and how referrals are so important.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 06:03] Opening Segment
* Jim talks about his background;
* How he got into real estate investing;
[06:03 – 18:22] Hiring Profes…
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Nov 18, 2022
The Key for Successful Real Estate Syndications with August Biniaz, Ep. 453
August Biniaz is a Real Estate Developer, Fund Manager, General Partner and a Real Estate Private Equity Thought Leader with 15 years of experience. He is the Co-founder of CPI Capital, where he acts as the CSO and COO working with operating partners across the US. August was instrumental in the closing of over $208 million of multifamily assets since inception. August has a passion for sharing his knowledge and helping others reach financial freedom. August enables investor partners to earn substantial returns by investing in multifamily properties in the hottest US markets. He educates investors through the CPI Academy platform, YouTube Show, Webinars, Meetup Groups, and more.
We talked to August about the importance of building a brand, why educating your potential investors is key, and the US and the Canada Markets.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 05:37] Opening Segment
* August talks about hi…
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Nov 15, 2022
Why You Should Ignore the Fear Mongering with Patrick Grimes, Ep. 452
Patrick Grimes is the Founder and CEO at Invest on Main Street. He has over 15 years of experience in active real estate investment, purchasing distressed assets, renovating, and stabilizing for long-term cash flow. His company has helped build passive income and wealth for hundreds of investors while growing a 400M+ portfolio composing of 4000+ units in multifamily apartment communities in the growth markets across Texas and the southeastern United States.
Patrick co-authored an Amazon #1 best-selling book, Persistence, Pivots, and Game Changers and contributes to Forbes Expert Panels on investing and commercial real estate.
Patrick co-sponsors syndications with 40M+ invested from his network of passive investors.
We talked to Patrick about recession-resilient markets, steady growth, low-risk deals, and capital preservation.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 03:57] Opening Segment
* Patrick talks…
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Nov 11, 2022
BRRRR to Financial Freedom with Joseph Cornwell, Ep. 451
Joe Cornwell was a full-time police officer from 2012-2021, He began real estate investing by doing a live-in flip in 2011-2014, he started buying rental properties in 2017. He became a real estate agent in 2016, and started a general contracting company in 2018. He has mainly focused on deep BRRRR properties on small to midsized multifamily based in Cincinnati, Ohio. He currently has around 75 doors, 5 full-time contractors, and 1 full-time assistant as employees. His company is Realty One Stop.
We talked to Joe about the importance of having a clear vision, how solving problems can create new opportunities, and how he became a real state investor while being a police officer.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 04:52] Opening Segment
* Joe talks about his background;
* He talks about how he got into buy and hold real estate;
[04:52 – 16:30] 3x Return
* Joe talks about his process of walking…
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Nov 8, 2022
Investing in Apartments, Short Term Rentals, and Boutique Hotels with Rich Somers, Ep. 450
Rich Somers is an active real estate investor and entrepreneur holding a portfolio of apartment buildings and short-term rentals valued in excess of $35M. Rich started his real estate investing journey by cashing out his 401K to buy his first apartment building. Rich has grown his portfolio to over 350 units and co-hosts a monthly real estate networking event in his local city of San Diego.
Most recently, Rich founded FortuneCribs as he discovered a shortage of sophisticated, performance-driven operators and a growing need for an all-in-one acquisition, design and management firm in the short-term rental space.
We talked to Rich about partnerships, undervalued opportunities, how he and his business evolved over time, the importance of having a brand, and investing in boutique hotels.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 07:09] Opening Segment
* Rich talks about his background;
* He talks about how…
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Nov 4, 2022
Why 1 in 10 Americans Use Self-Storage with Tom Dunkel, Ep. 449
Tom has a background in corporate finance and over 25 years of real estate and investment experience. He has also specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner, and integrity have seen him help alternative investors achieve their wealth-building goals.
We talked to Tom about passive investing, what to look for in an operator as a passive investor, self-storage, and what makes it great.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 03:57] Opening Segment
* Tom talks about his background;
* How he got into real estate from working in corporate;
[03:57 – 11:43] Passive Investing
* He talks about the challenges he faced when he got into real estate in 2006;
* Why real estate is easy to buy and harder to operate;
* The approach you need to take when investing passively;
* What to look for in an operator as a passive investor;
[11:43…
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Nov 1, 2022
Investing in Cashflow vs. Appreciation Markets with Ken Gee, Ep. 448
Ken Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction and principal investing experience. Throughout his career, he has been involved in transactions valued in excess of $2 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects as well as playing a significant role as a member of due diligence and transaction structure planning teams for several private equity firms specializing in the small and middle markets.
We talked to Ken about the Florida Market, how their private equity approach makes finding deals easier, value add strategies and much more.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 03:24] Opening Segment
* Ken talks about his background;
* How and why they started his investing in Florida;
[03:24 – 16…
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Oct 28, 2022
How He Added 560 Units in 2 Years with Jay Balekar, Ep. 447
Jay is the founder and managing principal of the Compounding Capital Group. Jay started investing in real estate in 2020 to diversify his investment portfolio. Although Jay was always interested in learning about and investing in real estate, he became passionate about real estate after doing his first few multi-family repositioning deals after realizing the true potential of real estate to create freedom of time, money, and location. Jay specializes in cash-flowing commercial multifamily real estate.
We talked to Jay about the importance of good broker relationships, the value of relationships, and being a credible investor.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 04:58] Opening Segment
* Jay talks about his background;
* How he started his investing journey;
* Why enjoying the process is more important than the results;
[05:16 – 15:32] Brokers vs. Off Market
* Jay talks about some of the chall…
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Oct 25, 2022
6 Syndications Since 2019 with Vish Muni, Ep. 446
Vish Muni is the founder of PGL Properties LLC. a commercial real estate investment company extending investment opportunities. He started with investing in Single family homes 10 years back before transitioning to multifamily investing in 2019 where he found his true passion. Since then, he has participated both as a general partner and limited partner in over 6 syndications accounting for more than 1,000 doors.
We talked to Vish about the importance of mentorship and education, why you should join network events, the things you need to look out for before investing, and things to do before investing with a group.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 05:20] Opening Segment
* Vish talks about his background;
* He talks about how he got into real estate investing;
* How finance helped him to think outside the box
[05:16 – 22:56] Networking and Education
* Why he switched to multifamily from du…
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Oct 21, 2022
$58 Million in Midwest Apartments with Tate Siemer, Ep. 445
Tate Siemer is the visionary and CEO of GreenLight Equity Group, which currently owns 595 units totaling $49.5M in value in Oklahoma City, and Columbus, OH. Tate’s passion is improving apartment buildings in such a way that maximizes value of community. In order to provide solid, consistent returns to investors and well-being to residents, Tate and team operate clean, safe, progressive communities that promote a thriving living environment. Tate hosts “The Apartment Guys Podcast” and serves on the Executive Board of the Utah Real Estate Investor Association.
We talked to Tate about the Greenlight Equity Group, hybrid markets, the importance of finding the right property manager, and his approach with investors.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 05:16] Opening Segment
* Tate talks about his background
* He talks about the Greenlight Equity Group
* He talks about the markets they prefer to i…
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Oct 18, 2022
Lessons from a Failed Capital Raise with Dave Dubeau, Ep. 444
Dave Dubeau helps real estate entrepreneurs to scale their portfolios by attracting investors/jv partners and their capital instead of chasing after it. He created the Money Partner Formula process that raises 6-figures (or more) in 6-weeks (or less) by getting the right investors to come to you. Dave is the CEO and Founder of Results Enterprises Inc. / the Money Partner Formula which offers a proven strategy to help clients find their ideal investors. They help investors raise capital quickly to grow their real estate portfolios. He is also a passive investor, best-selling author, and sought-after speaker.
We talked to Dave about how the money partner formula works, what to do and what not to do before raising capital, the logical way of marketing, and much more!
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 04:40] Opening Segment
* Dave talks about his background;
* How failing helped him improve the capita…
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Oct 14, 2022
What You Must Learn as a Passive Investor with Camilla Jeffs, Ep. 443
Camilla Jeffs is passionate about financial education, building wealth, and living a life by design. She is the Founder and CEO of Steady Stream Investments, a company focused on providing investment opportunities in large multifamily and senior housing communities. Camilla believes in the investing trifecta, where one can achieve strong financial returns and create social and environmental impact through safe, clean, and affordable housing.
We talked to Camilla about her journey from single-family investing to multifamily, her passive investing education platform, things you need to do before stepping into the passive side, and much more about passive investing!
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 05:09] Opening Segment
* Camilla talks about her background;
* She talks about how she got into real estate;
* She talks about the live and flip method;
[05:09 – 21:00] Educating Kids and Investors…
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Oct 11, 2022
Don't Raise Capital, Build Relationships Instead with Maurice Philogene, Ep. 442
Maurice Philogene is a Real Estate Investor, Entrepreneur, Restaurant Owner, Explorer of 100 Countries, Public Servant (Federal Agent & Police Officer), Philanthropist, and Lifestyle Design/Wealth Coach. He is a Managing Partner of Quattro Capital. He has a passion for living life leveraging freedom principles - financial freedom, time freedom, geographic freedom, freedom of purpose, and freedom of relationships. Maurice used real estate and professional careers to generate passive income and build legacy all while empowering communities and helping others live their best life now through lifestyle design.
We talked to Maurice about the importance of meaningful relationships, why you should have a positive mindset, and why multifamily is a better performer than other asset classes.
Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!
[00:01 – 05:09] Opening Segment
* Maurice talks about his background;
* He talks about how he…
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Oct 7, 2022
How to Attract Capital through Podcasts with Trevor Oldham, Ep. 441
Trevor Oldham is the Founder and CEO of Podcasting You, the leading podcast booking agency for real estate investors. Podcasting You has worked with hundreds of real estate investors to book thousands of interviews and raise millions. Through the inspiration of his clients, Trevor is actively looking to start his first house hack.
Trevor has worked with Multifamily, Commercial, Industrial, Self-Storage, Mobile Home Park, Assisted Living, Short-Term Rental, Land and Note Investors, and Syndicators. In addition to those Investors and Syndicators, Trevor has worked with Wholesalers, Flippers, 1031 and Self-Directed IRA Specialists, and even Real Estate Attorneys to help raise capital, generate more exposure, and increase their networking opportunities.
We talked to Trevor about his podcasting business, the services they offer, and best practices to attract investors through podcasting!
Groundbreaker: Click here and speed up the syndication process by 80% and stand out with investors!…
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Oct 4, 2022
Why J. Scott Got a Mentor AFTER Flipping 450 Homes, Ep. 440
J. Scott is an entrepreneur, investor, advisor and partner at Bar Down Investments. They are focused on buying and repositioning large multifamily properties, and in the past 14 years, J has bought, built, rehabbed, sold, and held over $100,000,000 in properties. J is a strategic advisor in several companies, and he is a big-time author for BiggerPockets books including the best-seller, “The Book on Flipping Houses”.
We talked to J about flipping, multifamily, the economy, the importance of defining your buy box and how that affects your relations with brokers, the strategies you can follow based on the current interest rates, and his new book “Real Estate by the Numbers”.
Groundbreaker: Click here and speed up the syndication process by 80%!
[00:01 – 04:41] Opening Segment
* J talks about his background;
* He talks about how he got into multifamily investing after flipping houses for 10 years;
[04:16 – 14:43] Why He Went From Flipping 450 Houses to Apartments
*…
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Sep 30, 2022
Property Automation for Apartment Owners with Mike Branam, Ep. 439
Mike Branam is the Director of Multifamily Sales at PointCentral which offers a property automation platform to apartment owners and operators. PointCentral’s technology combined with its parent company alarm.com is installed in over 6,000,000 homes across the US.
We talked to Mike about how PointCentral streamlines various technologies onto a single trusted solution, how it can increase the value of a property, and what types of properties it is for.
Groundbreaker Platform for Investors: Click here and speed up the syndication process by 80%!
[00:01 – 04:16] Opening Segment
* Mike talks about his 20 years in multifamily tech;
* He explains what his company PointCentral does;
[04:16 – 11:46] Not Just a Smart Apartment
* Mike talks about some of the tech solutions for multifamily properties;
* He talks about common problems and how their multifamily technology solutions;
* How PointCentral streamlines various technologies onto a single trusted solution;
* How Poi…
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Sep 27, 2022
How to Select, Manage, and Track Passive Investments with Litan Yahav, Ep. 438
Litan Yahav is an ex-navy officer, exited tech founder, LP investor in real estate and private equity. He is an angel investor and he has got a passion for passive income, and wealth creation. Litan is also the co-founder of Vyzer.
We talked to Litan about his approach to passive investing, re-fi events, what to look for in an operator and his company Vyzer.
Announcement: Click here and speed up the syndication process by 80%!
[00:01 – 05:42] Opening Segment
* Litan talks about his background;
* He talks about how he started investing;
[05:42 – 16:25] Why They Only Invest in Real Estate Passively
* He talks about his previous startup;
* How he decided to launch Vyzer.
* Litan talks about his process in real estate investing;
* Why they only invest in syndications;
* Litan talks about some of the lessons learned;
* Why you should ask about the re-fi event;
[16:25 – 30:27] How Vyzer Helps LPs Tracks Their Investments
* What to look for in an operator;
*…
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Sep 23, 2022
How to Establish Investor Trust with Dan Kryzanowski, Ep. 437
Dan Kryzanowski is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive stores.
Dan possesses industry leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s post-covid world, Dan often expresses the incredible opportunities for investors of all sizes.
We talked to Dan about the importance of networking, some of the red flags you should watch out for, and what makes the Texas Market great.
Special Offer: Groundbreaker is providing a webinar on c…
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Sep 20, 2022
Market Selection and Market Knowledge with Zach Fugman, Ep. 436
Zach Fugman is a Houston-based apartment syndicator who got his start in commercial real estate by joining a syndication education and coaching group called Lifestyles Unlimited. Today, he is the owner of A-Strategy Management, serving as a GP of 1,700+ units, key principal of 1,100+ units, and LP of 400+ units.
Zach is the owner of A-Strategy Management, which syndicates apartment deals. His portfolio consists of thousands of units as a GP, KP, and LP in the Cincinnati area, Mississippi, Atlanta, and Houston.
We talked to Zach about the importance of networking and credibility, the benefits of avoiding competition, and the various markets he prefers to invest in.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:07] Opening Segment
* Zach talks about his background;
* He talks about how he got into real estate investing;
* He talks about some of the deals they did across the country.
[06:07 – 17:05] Patience and Perseverance
* Zach talks…
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Sep 16, 2022
How to Grow Your Social Media Brand with JD Sustar, Ep. 435
JD Sustar, aka Finance Cowboy, has been in the real estate industry since 2016 when he flipped his first home in South Florida. It was an overwhelming experience and made him realize two things: 1. He had a lot to learn 2. Real long-term wealth is built through owning rentals, not flipping homes. In 2018 with only a $10,000 net worth, JD began buying rental properties in Upstate South Carolina. Since then he has purchased 13 single-family homes, a mobile home park, and multiple AirBnB’s, while also acquiring and launching multiple six-figure businesses which include: Finance Cowboy, Peacock Insurance Agency & Shoppable LLC. He has amassed tens of thousands of followers on social media where he teaches others how to build wealth and freedom.
We talked to JD about his investing journey, how he grew his social media massively in just a year and how he created his personal brand.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:34] Opening Segment
* J…
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Sep 13, 2022
The Surprising Truth About Affordable Housing with Jason Stubblefield, Ep. 434
Jason Stubblefield has been investing in real estate for over 10 years. He started with single-family homes and eventually obtained his residential real estate license with Keller Williams. Jason has since moved into the multifamily real estate investing space and is a general partner in over 900 multifamily units. Today, he focuses on investing in affordable housing apartment communities, primarily in Georgia.
We talked to Jason about affordable housing, the surprising truth about affordable housing investments, and why the strategy is ideal for today's market.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 02:59] Opening Segment
* Jason talks about his background;
* How he thought that affordable housing was the way to go;
[02:59 – 14:39] The Affordable Housing Umbrella
* Jason breaks down the types of affordable housing;
* He talks about tax credit properties;
* How different government programs fall under the affordable housing umbrel…
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Sep 9, 2022
Steal This Effective But Rarely Used Tactic to Get Noticed with David Wachs, Ep. 433
A serial entrepreneur, David's latest venture, Handwrytten, is bringing back the lost art of letter writing through scalable, robot-based solutions that write your notes in pen. Developed as a platform, Handwrytten lets you send notes from your CRM system, such as Salesforce, the website, apps, or through custom integration. Used by major meal boxes, eCommerce giants, nonprofits and professionals, Handwrytten is changing the way brands and people connect. Prior to starting Handwrytten, David founded Cellit, a leading mobile marketing agency. Cellit was sold to HelloWorld in 2012.
We talked to David about how letter writing through robot based solutions, and outbound marketing can have an impact in your relationships with your investors.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 08:32] Opening Segment
* David talks about what they do and why they launched the company;
* He talks about his background;
[08:32 – 17:39] The Art of Letter Writing…
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Sep 6, 2022
How to Accelerate Your Multifamily Portfolio with Andrew Cushman, Ep. 432
Andrew Cushman is a former chemical engineer who found his entrepreneurial calling in real estate. In 2007 Andrew left his corporate position to start a business in real estate, starting off flipping single-family properties in Southern California. Sensing a shift in the market, in 2011 Andrew transitioned to multifamily acquisitions and has successfully syndicated and repositioned over 2,300 multifamily units. He is a frequent guest and panelist on real estate podcasts and educational forums, and recently launched The Multifamily Accelerator: a multifamily mastermind group for active and experienced Real Estate investors.
We talked to Andrew about how his multifamily investing journey started, what to look for when starting out, how to approach investing in an older property, what to look for in a market, and the types of deals to avoid!
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:53] Opening Segment
* Andrew talks about his background.
* He…
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Sep 2, 2022
How to Leverage Life Insurance Without Dying with Sarry Ibrahim, Ep. 431
Sarry Ibrahim is a financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160 years.
Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept;the Bank On Yourself Concept, also known as the Infinite Banking Concept.
We talked to Sarry about the Bank On Yourself concept, whole life policies and how they can support your investments.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:25] Opening Segment
* Sarry talks about his background.
* He talks about how he became a financial professional;
[04:25 – 16:46] Whole Life Policies 101…
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Aug 29, 2022
Why Now Is a Good Time to Find Off-Market Deals with Sterling White, Ep. 430
Sterling White is a seasoned Real Estate Investor, Philanthropist, & Former World Record Attemptee who was born and raised in Indianapolis, Indiana. Breathing and living real estate since 2009, Sterling is the Founder of Sonder Investment Group.
Throughout the span of more than a decade, Sterling has contributed to helping others become successful in the real estate industry. In addition, he has been involved with both buying and selling over 100 single family homes and scaled a personal portfolio to just under 500 units.
We talked to Sterling about direct to owner strategies, how the pandemic changed his philosophy, The Houston Market and lessons learned from working with VA’s.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:01] Opening Segment
* Sterling talks about his background.
* He talks about how he got into real estate investing;
[03:01 – 14:43] A Dedicated Dive into Real Estate
* Sterling talks about how he pivoted his strategy…
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Aug 26, 2022
Why This Doctor Switched from Stocks to Syndications with Vanessa Peters, Ep. 429
Vanessa Peters, founder of VMD Investing has been investing in real estate for 10 years in single-family homes, commercial retail, apartment communities, self-storage and manufactured home parks. She has invested in over 4500 units across 20 properties and 5 funds.
She earned her medical degree at the University of Calgary, Alberta, Canada. She also has a thriving full-time family practice in Escondido, California, and is Chief Physician Officer for her medical group.
We talked to Vanessa about why she chose real estate investing over the stock market, syndications, ways to know an operator, and land entitlement.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 02:59] Opening Segment
* Vanessa talks about her background.
* Why she decided to get into real estate investing;
[02:59 – 14:44] A Dedicated Dive into Real Estate
* She talks about how the power of real estate investing is really strong;
* Why she switched to real estate investing fr…
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Aug 23, 2022
10 Years with the WRONG Real Estate Strategy with Abel Pacheco, Ep. 428
Abel Pacheco is a Real Estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring di
We talked to Abel about his investing journey, how education helped him, passive investing and The San Antonio Market.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:51] Opening Segment
* Abel talks about his background.
* He broadly talks about what they are doing at the moment;
[03:51 – 11:16] The Four Steps to Doing Your Own Deals
* How they spent 10 years buying single-family houses to realize that it wasn’t the best way;
* He talks about why he jumped into commercial multifamily syndications;
* How they came to realize the benefits of passive investing;
* From passive investing to active investing
[11:16 – 28:05] The Role of Education
* The importance of edu…
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Aug 19, 2022
Managing Explosive Growth with Kimberly Radakaer Bays, Ep. 427
Kim Radaker Bays is a veteran real estate investing expert and founder of Exponential Property Group, a multi-family real estate investment firm that has bought and sold over 9000 apartment units over the last 10 years. The company has been recognized as one of the Inc. 5000 fastest-growing private companies in the US.
Kim has been in the real estate industry for 10+ years and has grown Exponential Property Group from two employees to over 170. Before founding Exponential Property Group, Kim was involved with creating and running her family’s single-family rental portfolio and house flipping activities.
We talked to Kim about the ins and outs of how she grew her real estate business, self-managing, the importance of relations with brokers, and much more!
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[00:01 – 03:13] Opening Segment
* Kimberly talks about her background.
* She talks about how she grew her business;
[03:13 – 13:46] Explosive Growth
*…
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Aug 16, 2022
Why You Should Consider The Fund Model with Ivan Barratt, Ep. 426
Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised nearly $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 his time on equity finance, acquisitions, and company strategy. Currently, his company manages nearly $700 million in syndicated assets.
We talked to Ivan about his transition from single assets to the fund model, how the fund model works, its pros and cons and the Midwest Market.
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[00:01 – 04:03] Opening Segment
* Ivan talks about his background.
* He talks about how he grew his leadership teams and BAM Capital;
[04:03 – 19:44] The Fund Model
* What makes the Midwest Market great;
* Why he moved from single assets to the fund model;
* Pros and cons of the fund mod…
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Aug 12, 2022
Starting a Bed and Breakfast with Jules McKenzie, Ep. 425
Jules and Ange Mckenzie have been investing in residential real estate in the Orillia and Barrie areas of Canada for over 20 years. His strategy has been buying and holding. He’s currently holding 13 investment properties. His portfolio is a mix of small multifamily buildings. He has raised the money to buy properties from Joint Venture investors. Jules and Ange manage their own properties. Jules has also been a Police Officer for 31 years. 11 of which were with the Ontario Provincial Police and he is currently with the Rama Police Service.
We talked to Jules about his knowledge and experience from investing in Orillia, and how they have overcome some obstacles and challenges with his partner.
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[00:01 – 02:41] Opening Segment
* Jules talks about his background.
* He talks about how he started investing;
[02:41 – 18:01] An Investing Tale from Canada
* How partnering with other people helped;
* The reaso…
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Aug 9, 2022
What to Look for as a Limited Partner with Jake Wiley, Ep. 424
Jake Wiley is an entrepreneur, CPA, former CFO, and real estate investor. Jake was the founder at Solar Inverted LLC, a Louisiana-based Residential Solar Finance and Installation Company, which was later acquired by Palmetto Group, where Jake led strategic initiatives until late 2018.
Jake’s diverse industry experience in both corporate and startup companies, as well as his layered work experience as an executive, founder, and advisor, allow for his unique, well-rounded, and informed perspective on the transition to becoming a Limited Partner.
We talked to Jack about why and how he switched to being an LP, what to look for when getting into real estate investing, and his show “The Limited Partner”.
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[00:01 – 07:14] Opening Segment
* Jake talks about his background.
* He talks about how he started investing;
* How he started raising money;
* Why he now prefers to invest as a limited partner;
[05:14…
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Aug 5, 2022
How to Attract Major Money for Real Estate with Rob Beardsley, Ep. 423
Rob Beardsley founded Lone Star Capital in early 2018, a multifamily investment firm focused on acquiring and operating workforce housing throughout Texas and the Southeast. Since then, Rob has been involved in over $100MM of multifamily acquisitions and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles and hosts the Capital Spotlight podcast.
We talked to Rob about mastering the underwriting process, the ins and outs of institutional capital, and how you should approach it.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:20] Opening Segment
* Rob talks about his background.
* How multifamily attracted him to get started;
[04:13 – 09:30] Underwriting
* How he met his partner;
* The importance of understanding what you are looking for when partnering up;
* What pushed Rob to master the underwriting deals;
* He talks about his book…
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Aug 2, 2022
How to Quickly Improve the Investor Experience with Jake Marmulstein, Ep. 422
Before founding Groundbreaker, Jake Marmulstein held a number of roles involving real estate and technology, supporting the growth of early-stage digital technology ventures. In 2011, he started his real estate career while underwriting distressed hotel investments for Watermark Capital Partners, a private REIT based out of Chicago. He graduated from The Hotel School at Cornell University with a concentration in Real Estate Finance. At Groundbreaker, Jake deals with the company's strategic vision and investor relations. Before moving to Chicago, Jake lived abroad in Europe, Brazil, and Puerto Rico where he became fluent in Spanish and Portuguese.
We talked to Jake about his new platform, “Groundbreaker” for investors and operators and how it works, and how it can help you reach your investing goals.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:20] Opening Segment
* Jake talks about his background.
* He talks about the frustration his real…
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Jul 29, 2022
Why You Must Be First, Best, or Different with Mike Verret, Ep. 421
Mike Verrett has spent over 25 years in the brand marketing business and the hallmark of his career is his ability to understand an audience. Now he shows businesses how to talk about themselves To THEIR audience. His guiding philosophy honed with time and experience is simple: When it comes to your audience, you have to be seen as one of three things:
- First
- Best
- or Different.
We talked to Mike about how an audience thinks, how to approach an audience, and what you can do right now to make a difference in your business.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:13] Opening Segment
* Mike talks about his background.
* The importance of the audience;
* He talks about how he helps people;
[04:13 – 16:07] All About The Audience
* What you can do that stands out with your audience;
* How being different in the eyes of an audience can help;
* How being let go from Hasbro led to his speaking career;
* How you can figure out…
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Jul 26, 2022
Attracting Investors, Self-Storage, and the Best Ever Conference with Ben Lapidus, Ep. 420
Ben Lapidus is the Chief Financial Officer for Spartan Investment Group LLC. He has applied his finance and business development skills to construct a portfolio of over $100M assets under management and $200M of debt capital. In addition to completing over 50 real estate transactions, Ben is the founder and host of the Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships LLC.
We talked to Ben about how you can attract unicorn investors, what self-storage looks like today, and the “Best Ever Conference”.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:57] Opening Segment
* Ben talks about his background.
* How partnering with people helped him grow;
* How he started The Best Ever Conference;
[04:57 – 17:31] Attracting Unicorn Investors
* The things Ben did to attract unicorn investors;
* How can you build relationships with people;
* Some of the lessons he learned transitioning from single family to…
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Jul 22, 2022
5 Steps to Raise Private Money with Jay Conner, Ep. 419
Jay Conner has been buying and selling houses since 2003 in a population of only 40,000 with profits averaging $67,000. Rehabbed over 300 houses and been involved in over 52 Million Dollars in Transactions. For the past 7 years, Jay has completely automated his 7-Figure Income Business to where he works in his business for less than 10 Years per week. He consulted one on one with over 2,000 Real Estate Investors and $2,150,000 in less than 90 Days in Private Money when cut off from the banks
He is a leading expert on private lending, marketing, and business development
We talked to Jay about how you can attract capital for your deals, the five steps of raising private capital and a lot more about private lending.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:08] Opening Segment
* Jay talks about his background.
* Why you don’t need to be in a big market to be able to invest;
* How private money has the biggest impact on real estate;
[04:0…
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Jul 19, 2022
Raising Capital: Institutional vs. Retail with Ryan Webster and Warren Dresner, Ep. 418
Ryan Webster and Warren Dresner are the Co-Founders and Managing Partners of Equity Yield Group. The firm specializes in institutional grade, A/B class multifamily assets.
We talked to Ryan and Warren about their partnership, the markets they focus on, and institutional capital.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:12] Opening Segment
* Ryan and Warren talk about their backgrounds.
* They talk about how they got into real estate;
* How they organically built a relationship;
[03:12 – 10:39] Building A Perfect Partnership
* At what point they decided to partner up;
* How Ryan’s background shaped his view on multifamily;
* How they minimize the execution risks in their business plans;
* They talk about the markets they like to invest in;
* How they became successful in Central Florida;
[10:39 – 26:35] Institutional Capital
* How they used institutional capital to raise capital on bigger deals;
* How they got inst…
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Jul 15, 2022
The Difference Between Real Estate and PropTech Investing with Zain Jaffer, Ep. 417
Zain Jaffer is a lifelong entrepreneur who founded his first startup when he was just a teenager. He co-founded mobile advertiser Vungle, which was acquired by Blackstone in 2019 for $780M. Shortly afterward he started Zain Ventures, his family office that boasts a diverse portfolio of real estate investments and proptech startups. He is currently a partner at Blue Field Capital.
Zain’s success as both a founder and investor has made him a leading authority in the realm of startups and venture capital. He has become a respected voice in real estate as well, and can be heard sharing his insights on the PropTech VC podcast.
We talked to Zain about his early success, and how that led him into investing in multifamily, his journey as an investor with a very diversified portfolio, and startups.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:16] Opening Segment
* Zain talks about his background.
* How Zain kept trying until he made it;
* He talks…
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Jul 12, 2022
How a podcast built a $300 million portfolio with Whitney Sewell, Ep. 416
Whitney Sewell is a seasoned real estate investor, podcast host, and philanthropist. He is CEO and founder of Life Bridge Capital, a multifamily syndication investment firm with 1,000 doors and $300 million in assets under management. Whitney was able to scale his business at a groundbreaking pace - starting from nothing in 2017 to now consistently raising over $10 million in a few hours. His daily podcast, The Real Estate Syndication Show, has featured over 1200 experts in the field.
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. Whitney and Chelsea have three children by adoption.
We talked to Whitney about how he started his investing journey and how he grew the way he did, how podcasting changed everything for him in a massive way.
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Jul 8, 2022
Why Financial Advisors are NOT Financial Experts with Chris Miles, Ep. 415
Chris Miles is a leading authority on how to quickly create cash flow and lasting wealth for thousands of clients, entrepreneurs, and others internationally. He has been featured in US News, CNN Money, and Bankrate.com. He has a high reputation for getting his clients life-altering financial results with his company, Money Ripples.
Chris consistently practices and teaches small business owners how to do what no other financial advisers can or will – achieve financial prosperity, now and in the future, spending time doing what they love most.
We talked to Chris about the better approach to your financial strategy, various ways to invest in real estate and how you can secure financial freedom.
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[00:01 – 05:11] Opening Segment
* Chris talks about his background.
* Why he calls himself an “Anti-Financial Advisor”
* How he realized that he needed to take a different approach to financial freedom
[05:11 –…
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Jul 5, 2022
Losing $300,000 and Launching the GOB Network with Jim Biggs, Ep. 414
Jim Biggs’ newest venture is the GOB Network of Apartment Investors. This is an open-sourced, democratized platform for apartment investors to source deals, partners, and capital. Jim himself serves as the GP, KP, LP, and JV on all sorts of deal structures.
We talked to Jim about investing, partnerships, the GOB Network, and his upcoming GOB Conference.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:32] Opening Segment
* Jim talks about his background.
* How he found where his passion was;
[03:32 – 20:20] The GOB Network
* He talks about some of the businesses he owned in the past;
* He gives some advice to real estate investors;
* How it can help when you start listening to people when getting into deals;
* How he established the GOB Network;
* Ways to approach a partnership when investing;
* How you can protect yourself in a partnership;
[20:20 – 41:29] The GOB Conference
* Why you should start investing right away;
*…
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Jul 1, 2022
How She Travels the World While Investing in Real Estate with Sarah Weaver, Ep. 413
Sarah Weaver is a coach, speaker, real estate investor, entrepreneur, and business owner. Nothing thrills Sarah more than helping real estate agents and investors design the life of their dreams whether that is making more money or working fewer hours (or both!).
Sarah’s Real Estate Agent Coaching Business is focused on helping agents build wealth through real estate investing and hiring the right staff along the way.
She also runs retreats for real estate investors, entrepreneurs, and agents to level up and live a big, exciting life. In addition to the Investor Retreats, Sarah owns a CoWorking + CoLiving company that welcomes entrepreneurs, investors and digital nomads for month-long adventures around the world.
We talked to Sarah about her strategies on investing and managing from a distance, why she helps other people and her unique investor retreats.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 02:54] Opening Segment
* Sarah talks about her…
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Jun 28, 2022
17 Years in Single-Family Before Scaling to Multifamily with Simon Castillo, Ep. 412
Simon Castillo is a real estate investor & business development executive from San Antonio, TX. Simon began investing in real estate in 2004 and is currently invested in more than $22 million of single family and multifamily assets. Simon’s experience includes providing safe, stable returns for investors, real estate development, value add investing and investing for long term cash flow.
Simon is the Principal and Founder of SAS Texas Capital, a real estate firm focused on raising capital for the acquisition of value add, class B & C multifamily properties. SAS Texas Capital currently has interest in over 220 units in San Antonio, Texas.
We talked to Simon about his transition from being a single family investor to investing in multifamily, how networking and posting on social media helped his growth, and the importance of mindset.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:12] Opening Segment
* Simon talks about his background.
* How he…
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Jun 24, 2022
How to Make Funny Videos for Serious Results with Joseph Wilkins, Ep. 411
Joseph Wilkins founded the marketing agency ProCreative around 20 years ago, and from that grew FunnySalesVideos.com, where he and his team create refreshingly entertaining sales videos that turn to view into buying.
His campaigns are extremely successful and he has previously worked with the likes of Google, McDonald's, and Linked In (among others). Now he's looking to share his ideas and success stories with other marketing fanatics and budding business owners.
We talked to Joseph about his creative journey and how adding humour to your content can be a huge help in your success.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:32] Opening Segment
* Joseph talks about his background.
* He talks about how he grew up with the creative bug.
* How he launched funnysalesvideos.com;
[05:14 – 15:14] Eight Steps
* He talks about their process of producing their videos.
* Eight steps of creating a great video
* Why you should find comedy wr…
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Jun 21, 2022
From Laid Off to $50 Million in Apartments with Sonya Rocvil, Ep. 410
Sonya Rocvil is the Principal and Founder of Bedrock Real Estate Investors, a privately-owned real estate company, specializing in the acquisitions and asset management of multifamily apartments in the United States. She has syndicated and operated multifamily deals totaling 422 units and valued at over $21.5m. She has also been an equity partner for multifamily investments totaling 438 units and valued at $28.7m.
Sonya began her career as an auditor and later transitioned to finance at a Fortune 500 Company. Her depth of knowledge in business analytics and strategic implementations has made her successful in acquiring and operating multifamily properties.
We talked to Sonya about her transition into real estate, the importance of property managers, finding the right partners for investing, and what to look for in a market.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:14] Opening Segment
* Sonya talks about her background.
* She talks about t…
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Jun 17, 2022
How to Get a 60x Increase on Lease Conversions with Jacob Carter, Ep. 409
Jacob Carter has a background in software and product development of B2B Marketing Technologies. He spent the first decade of his career building platforms and tools to automate and facilitate effective marketing for businesses. It was his personal experience as a renter that led him to create Nurture Boss to help solve some of the pain points he consistently experienced. Once diving in head first into the multifamily industry and learning more about what it is like to work onsite, the need for effective solutions became more clear. Being obsessed with the problems you solve, not the solutions you've built, continues to drive Jacob to build better solutions for multifamily operators and investors everywhere!
We talked to Jacob about his app Nurture Boss and how it can help you convert leads into leases, and with communication!
Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON
[00:01 – 03:22] Opening Segment
* Jacob talks about his background.
*…
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Jun 14, 2022
The 4 Pillars of Wealth Generation with Whitney Elkins-Hutten, Ep. 408
Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com. She is a partner in $700MM of real estate including over 5k residential units, and more than 1400 self-storage units across eight states. She also has experience flipping $3 million dollars worth of residential real estate.
We talked to Whitney about the four pillars of wealth generation and passive investing.
Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON
[00:01 – 07:30] Opening Segment
* Whitney talks about her background.
* She talks about how she got her title and what she does;
* She talks about how she got into real estate;
* The things that led Whitney to educate herself.
* How she started investing in both the active and passive side.
[07:30 – 18:41] Four Main Pillars of Wealth Generation
* Some key lessons for investors;
* Four main pillars of wealth generation;
* The importance of understanding the different ways real estate can be a…
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Jun 10, 2022
How to Stand Out with Agents with Darren Krakowiak, Ep. 407
Darren Krakowiak has 20 years of commercial real estate experience racked up at firms like CBRE and JLL in Australia and Korea. He has been a country head responsible for 300 employees, a top-1% agent representing office tenants, and a thought leader in research.
After more than a decade in Asia as an ex-pat, he returned to Melbourne and founded CRE Success to help commercial real estate firms develop their people and grow their revenue. His firm provides speaking, training, and leadership coaching in Asia Pacific and North America.
Darren also equips commercial real estate professionals with client attraction and retention systems to save time, earn more and be top performers in their market.
We talked to Darren about his experiences abroad, why he is educating commercial real estate leaders, his approach to education, and investor-broker relationships.
Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON
[00:01 – 04:37] Opening Segment
* Darren t…
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Jun 7, 2022
1,000 units as a GP and 1,300 as an LP with Deepa Akula, Ep. 406
Deepa Akula (Ah-kuh-lah) is a full-time real estate investor and multifamily syndicator based in Seattle, WA. I am a GP on over 1000 units and an LP for about 1350 units in TX, AZ, and FL. She is a licensed Professional Civil/Structural Engineer and was a Principal Engineer leading teams of engineers and retired after serving as Head of Engineering for a utility pole manufacturer. She holds a Master’s degree in Mechanical and Aerospace Engineering from the University of Missouri-Columbia.
We talked to Deepa about her investing journey, what to look for in a market, how she transitioned to being a GP from an LP, and the importance of education.
Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON
[00:01 – 04:35] Opening Segment
* Deepa talks about her background
* How she became a civil engineer
* How she got into multifamily
[04:35 – 14:39] A Story of Perseverance
* How she switched to civil engineering from aerospace engineering
* How…
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Jun 3, 2022
From -$187.65 to Raising Millions with Daniel Kwak, Ep. 405
Daniel Kwak first immigrated to the United States with his family at the age of 5. Due to a financially disadvantaged upbringing, at the age of 20 he had a negative amount of $187.65 in his bank account. Motivated by continued financial hardship throughout his life, he started learning about Real Estate Investing. The first two years he learned everything he could and at the age of 22 he did his first deal. By age 23 he had 83 rental units, along with having raised millions of dollars in capital and also having done a variety of different deals and strategies.
We talked to Daniel about the importance of education, what you should do to get started in the current climate and some of the things you can do to grow your Youtube audience.
Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON
[00:01 – 07:07] Opening Segment
* David talks about his background.
* He gets into his roots and where he came from.
* He tells an inspiring story about when he fi…
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May 31, 2022
Self-Managing or 3rd Party for Property Management with Charles Carillo, Ep. 404
Charles Carillo, unlike other real estate investors that take a “hands off” approach to property management, self-managed his properties for years before hiring his first professional management company. During that time, he learned the intricacies of dealing with; tenants, contractors, superintendents, brokers, lenders and attorneys. He purchased and renovated multifamily properties; some completely vacant, and turned them into profitable investments that he still owns today.
In 2016, he founded Harborside Partners, a real estate syndication company that offers other active investors and passive investors alike, the ability to partner with us and purchase larger, more profitable assets. Currently, they are invested into over 2,800 units, worth over $150 million. Additionally, he hosts a real estate investing podcast called Global Investors Podcast.
We talked to Charles about self management, third party management, the upsides and downsides of them, why he switched to a third pa…
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May 27, 2022
The GPS to Financial Freedom with Joey Mure, Ep. 403
Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, a devoted husband, and a faithful father.
We talked to Joey about building financial freedom, the importance of investing in what you love, and his GPS process (goal, plan, support).
Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON
[00:01 – 04:58] Opening Segment
* Joey talks about his background.
* How he came to the realization that he needed more time from his work and where that led him.
* How reading a book made him decide to change.
[04:58 – 14:08] Three Steps to Financial Freedom
* How and why Joey created his platform “Wealth without Wall Street”
* Joey talks about the book “Become Your Own Banker” that caused him to change and how he met the author.
* How mentorship led him to where he is.
* Joey breaks down the three steps to financial free…
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May 24, 2022
What Matters as a Multifamily Investor with Omar Khan, Ep. 402
Omar is a CFA charterholder with 10 years of investing across real estate and commodities.
He advised on $3.7 billion of capital financing and M&A transactions and syndicated large multi-million dollar deals across the US. He has advised high net-worth advisors and entrepreneurs on real estate portfolio allocations.
We talked to Omar about the strategies he followed for his accelerated growth, what to look for when investing in a market, the Atlanta market and his take on coaching.
Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON
[00:01 – 04:08] Opening Segment
* Omar talks about his background.
* He talks about what he did before moving to the US.
* He talks about a major tax problem he had and how he overcame it.
[04:08 – 13:48] Atlanta Market
* Omar breaks down what real estate means.
* The importance of giving time to build your own business.
* He talks about the Georgia Market.
* Why he chose to invest in Atlanta.
* Why y…
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May 20, 2022
How to Raise $100 Million with Dan Handford, Ep. 401
Dan is one of the managing partners with PassiveInvesting.com which is a national passive real estate investment firm based in the Carolinas. He has led his real estate syndication company to acquire 4,200+ units with a portfolio valued at over $1 Billion with just over 1,750 investors active in those assets.
Dan and his wife are also passive investors in 57 different passive real estate syndications located in the Carolinas, Georgia, Tennessee, Texas, Florida, and Idaho with 17 different operators.
Dan is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 40,000 members.
We talked to Dan about the strategies he followed for the massive growth of his company, why delegating matters, and his upcoming in-person event MFINCON.
Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON
[00:01 – 04:46] Opening Segment
* Dan talks about his background.
* He talks about how th…
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May 17, 2022
From Flipping to Multifamily with Tom Shallcross, Ep. 400
Tom Shallcross is a born and raised Chicagoan specializing on the North and Northwest side of Chicago. Tom is director of Acquisitions and Operations at Drexel Properties, which owns and operates over 500 units on Chicago's Northside, a licensed realtor with Second City Real Estate, and an avid investor/flipper himself. Tom is also the co-host of the Straight Up Chicago Investor Podcast and an active father of four.
We talked to Tom about his flipping strategies, and how he uses them to grow his multifamily portfolio, the importance of relationships, and his podcast “Straight Up Chicago Investor”.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:33] Opening Segment
* Tom talks about his background.
* How he got into house hacking accidentally;
* And how he moved forward to private lending
[03:33 – 11:12] Flipping to Grow
* He talks about why he chose the private lending space.
* Some of the six-figure flipping projects they worked on…
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May 13, 2022
Loans for Commercial Real Estate with Terry Painter, Ep. 399
Terry Painter, is the author of "The Encyclopedia of Commercial Real Estate Advice" – A Wiley Publication, and a Number 1, New Release on Amazon in 2020. He is also a contributing writer for Forbes.com. Terry is the founder of Apartment Loan Store and Business Loan Store - commercial mortgage banking and advisory firms that have closed over four billion dollars in commercial loans since 1997.
We talked to Terry about the importance of understanding the submarkets, loans products and his book “The Encyclopedia of Commercial Real Estate Advice”.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:33] Opening Segment
* Terry talks about his background.
* He talks about the changes in the market throughout the years.
* Why have the cap rates compressed over the years?
[03:33 – 11:12] Long Shots
* The importance of understanding the submarkets.
* Why you should focus on the longer opportunities.
* Terry talks about the equity multiple…
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May 10, 2022
From Losing $1.5 Million to Building a $220 Million Portfolio with Stas Grinberg, Ep. 398
As co-founder and managing principal of Vision & Beyond, Stas Grinberg leads with the intent of achieving success for both the company's investor-partners and the communities where Vision & Beyond operates.
Prior to founding Vision & Beyond, he most recently worked for two Israeli investment firms that targeted and financed new construction opportunities in Birmingham, Alabama, Atlanta, Georgia, and Los Angeles, California. Stas and co-founder Peter Gizunterman have grown Vision & Beyond into a company with more than 2500 multifamily units and assets of $220 million in Ohio, Kentucky, and Indiana.
Stas' personal business motto is to be bold and original.
We spoke to Stas about the reasons why he started investing in the US market, how to deal with contractors, and what makes the Houston market great.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 07:19] Opening Segment
* Stas talks about his background.
* He explains why he decided to invest in…
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May 6, 2022
Olympian, Retired at 23, Real Estate Entrepreneur with Sunitha Rao, Ep. 397
At the age of 23, she retired from nearly a decade of playing tennis professionally and competing on the world's largest stages - including the 2008 Beijing Olympics - with a sixth-grade education, quite literally no money, and very little knowledge of how the world worked outside of her sport.
Fast forward a little more than a decade, she has earned a bachelor's in business and finance and an MBA from Villanova University, has no student debt, a successful finance career, and a budding real estate business with eight doors in her portfolio. Her goal is to achieve financial freedom while also having a positive impact on others lives through investing in real estate by purchasing distressed properties and repairing them to provide safer, cleaner, higher quality living environments for her tenants and guests.
We spoke to Sunitha about her career as a professional athlete, her retirement at the age of 23, and her transformation into being a real estate investor and a part of the “Affo…
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May 3, 2022
Defying the Odds with Former NFL Player and Survivor Contestant Alan Ball, Ep. 396
Born and raised in Detroit, Michigan, Alan began defying the odds at a very young age. After graduating from St. Martin de Porres High School, Alan received a full scholarship to the University of Illinois, where he earned his Bachelor of Arts in communication. Shortly after he was drafted by the Dallas Cowboys in the 7th round of the 2007 NFL draft. Alan, an undersized cornerback, spent much of his rookie year on the practice squad but continued to defy the odds. In 2016, after a successful 9 year career in the NFL, Alan retired and decided to embark upon his real estate journey.
In 2017 he started his own real estate development company, Next Phase Investments, which provides affordable housing in distressed neighborhoods in his hometown of Detroit.
We spoke to Alan about mentality, how and why he is making people homeowners, and the importance of following your passions.
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[00:01 – 04:02] Opening Segment
* Alan…
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Apr 29, 2022
Former NFL 2nd Rd Pick Brokered $1 Billion in Real Estate with Terrence Murphy, Ep. 395
After a successful collegiate football career at Texas A&M, Terrence Murphy was drafted in the 2nd round by the Green Bay Packers. An injury forced his retirement from the league and he eventually found a new focus and passion in real estate. Terrence has personally brokered $1B+ in sales volume over the past 10 years and has successfully started over 20 ventures and companies that he's currently running today. Terrence possesses the same traits that he portrayed on the football field: integrity, passion, hard work, dedication, loyalty, desire to succeed, and excellence, all of which help his businesses continue to grow and his clients to receive superior service.
We spoke to Terrence about scaling, being a visionary, the College Station Market, and what makes a market more appealing.
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[00:01 – 06:02] Opening Segment
* Terrence talks about his background.
* How he got drafted and transitioned into real estate.…
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Apr 26, 2022
From Gang Member to Multifamily Investor with Dre Evans, Ep. 394
Dre is on a mission to inspire others and uplift communities through real estate education and leadership. A native of Chicago, his passion stems from his background as a former gang member. He is a U.S Naval Academy graduate, President Truman Scholar, and MIT Fellow.
Dre has over 98 doors under management valued at over $13M. He is the host of the Multifamily by the Slice podcast and co-hosts the #1 Real Estate meetup in San Diego called “Opportunity Knocks”.
We spoke to Dre about his unique background, the importance of education, and his massive growth.
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[00:01 – 06:02] Opening Segment
* Dre talks about his unique background.
* How he got into real estate investing.
* How he became an expert on underwriting.
[06:02 – 15:30] A Leap of Faith
* He talks about what made him quit the military academy
* Dre takes a deep dive into his “why”
* The importance of a healthy mind.
* How listening t…
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Apr 22, 2022
5 Syndications in their First 12 Months with Suzy Sevier and Michael Barnhart, Ep. 393
Suzy Sevier and Michael Barnhart are the founders of Adventurous Real Estate Investors. They specialize in a different sort of ROI “Return on impact” Through real estate investing they create a measurable impact with the residents they serve, and they also host the “Adventures of a Real Estate Investor Podcast”, and a monthly meetup for investors overseas, who are looking to invest in the US.
We spoke to Suzy and Michael about how they leveraged the pandemic and used the virtual environment to grow their network, their first deal and how they grew their real estate business in the US, all the way from the UK.
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[00:01 – 03:02] Opening Segment
* Suzy talks about her and Michael’s background.
* How they started investing.
* She talks about what led them to invest overseas.
[03:02 – 12:15] Leveraging The Pandemic
* How starting a mini book club, bigger pockets and networking online helped them duri…
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Apr 19, 2022
How to Make Your Money Work for You with Timothy Lyons, Ep. 392
Timothy Lyons brings years of real-world management and leadership experience to his real estate investment career. His initial goal with real estate was to create passive income and in turn, be able to spend more time with his wife and three little girls. After partnering on a multifamily property he saw first-hand the power of real estate investing as an opportunity to create passive income and build wealth for his family. We spoke to Timothy about the importance of education and networking. We also discussed a broker-dealer license and the reason Tim decided to obtain his for investing.
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[00:01 – 04:30] Opening Segment
* Timothy talks about his background.
* How he decided to take the action to invest in real estate.
* How having a mentor helped him get started in multifamily investing.
[04:30 – 11:00] Getting Started and Education
* The importance of understanding how money works.
* How making your…
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Apr 15, 2022
Turning $16,000 into $8,000,000 with Matt Drouin, Ep. 391
Matt Drouin is Partner at OakGrove Development, a real estate investment and development firm with a special focus on value-add commercial and residential properties in Rochester, NY. Over the last 15 years, Matt has been in real estate management, brokerage and development, and has grown his portfolio to 120 units of residential and commercial property. Matt believes that you can do well and do good as a real estate developer and that ultimately community centric development boosts long term profits for investors.
We spoke to Matt about how losing his parents made a tremendous change in his approach to financial freedom, the importance of investing in your business, what historic adaptive reuse is, and commercial real estate.
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[00:01 – 05:49] Opening Segment
* Matt talks about his background.
* He talks about how he got into investing.
* He talks about his dad’s influence on him getting into investing.
[05…
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Apr 12, 2022
Insights from $650,000,000 in Apartments with Reed Goossens, Ep. 390
10 years ago, in 2012, Reed quit his job in Australia and moved halfway across the world to chase a goal. He moved to the US without a job, no established network, and no family members for support.
With limited funds, Reed purchased his first property for $38,000 in late 2012. Since then Reed has co-founded Wildhorn Capital and controls over $650 mill worth of US commercial real estate, and he has achieved financial freedom in the process!
Reed is also the author of two best-selling books on Amazon: Investing in the US - The Ultimate Guide to US Real Estate, and 10,000 Miles to the American Dream - Our Story of Financial Freedom.
We spoke to Reed about his investing journey, his growth, how podcasting worked out for him, and what needs to be done to be successful in real estate investing.
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[00:01 – 05:03] Opening Segment
* Reed talks about his background.
* Why he came to the US and how he got into real estat…
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Apr 8, 2022
Investing in Over 4,000 Units While Working a Full-Time Job with Randy Langenderfer, Ep. 389
Randy is the president of Invest Ark Properties LLC, focusing on creating investor value and passive income returns for the busy professional. He has been in multifamily real estate since 2014 as both a general partner in 700 doors and a limited partner in 4,000 doors.
We spoke to Randy about being a full-time professional and still being able to actively invest in real estate, the importance of networking and coaching, and the property types you should watch out for.
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[00:01 – 03:59] Opening Segment
* Randy talks about his background.
* How he got into real estate.
* He talks about what he focuses on today.
[03:59 – 10:35] Real Estate for The Busy Professional
* How he manages to hold a full time job while investing.
* The importance of understanding the financing of deals.
* How he created learning opportunities for himself while he was investing passively.
* Randy talks about some of the challen…
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Apr 5, 2022
How to Hire the Right Contractor with Albert Marks, Ep. 388
Albert Marks is Manager of Business Development for Mosaic Construction. Acting as a liason with the multifamily and commercial real estate industry, Albert works directly with developers, owners, operators, and managers to determine their design and construction needs, budget and regulatory parameters, and then to ensure those needs are met. He leads analysis on marketing trends, relationship building, and brand awareness while developing new business for the firm.
We spoke to Albert about what to look for in contractors, how to manage clients, and how to make sure you fulfill their needs.
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[00:01 – 04:18] Opening Segment
* Albert talks about his background.
* How he got into marketing and business development.
[04:18 – 12:13] What to Look for in Contractors
* How to make sure you can execute a project and stay profitable.
* The importance of transparency and communication.
* What you should look for…
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Apr 1, 2022
Should You Shop for Retail Properties with Raphael Collazo, Ep. 387
Raphael Collazo is a licensed commercial real estate agent specializing in income-producing properties. As a real estate investor himself, Raphael is acutely aware of what investors look for when evaluating a commercial property. As a result, he’s able to offer a unique perspective and help his clients make the best possible decisions based on their financial goals.
We spoke to Raphael about the ins and outs of the commercial space, building good investor-broker relationships, and the Louisville market.
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[00:01 – 05:00] Opening Segment
* Raphael talks about his background.
* He talks about his journey to getting into commercial real estate.
* How he went from the software engineering side to commercial real estate.
[05:00 – 13:13] The Commercial Retail Space
* Where Raphael focuses in the commercial space.
* He talks about the changes in the commercial retail space in the past two years.
* He expla…
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Mar 29, 2022
How to Start and Grow a Facebook Group with Alex Breshears (Bonus)
In this bonus episode, Alex talks about why she started her FB group, what helped it grow, and how people can levareage it.
Thank you for joining us! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Mar 29, 2022
Passive Investing and Private Lending with Alex Breshears, Ep. 386
Alex Breshears is a private money lender, a short-term rental owner, and a manager. She is the LP investor in syndications, private money lending, and much much more.
She started an educational FB group called "Lend to Live" which offers weekly educational lessons, daily posts, and opportunities to network with other private lenders.
We spoke to Alex about private loans, what you can do as a passive investor, and her FB group.
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[00:01 – 07:00] Opening Segment
* Alex talks about her background.
* How she became a private lender.
* She talks about why she is passively investing in real estate.
[07:00 – 16:30] Private Loans 101
* The reason why Alex does not invest actively.
* Why investing from a distance makes sense.
* She talks about some of the key steps when offering a private loan.
* The reason why all transactions have to be at the closing table.
* The biggest scams in private lending.
[16:…
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Mar 25, 2022
Massive Success from Massive Action with Keishia Kennedy, Ep. 385
Keishia Kennedy is an army veteran with six years of service in the Army National Guard. During her enlistment, she was a Human Resource Specialist and also deployed to Kuwait as part of Operation Enduring Freedom. She earned a Master of Arts in Homeland Security.
She has invested in a total of 327 units as a limited partner and is currently a co-GP on 176 units all from living abroad in Kuwait. When not investing in real estate, she enjoys traveling abroad, cooking, spending time with her family, ziplining, scuba diving, skydiving, and is a figure bodybuilder.
We spoke to Keishia about her journey of becoming a general partner, how she is able to invest actively living in Kuwait and the power of social media.
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[00:01 – 03:38] Opening Segment
* Keishia talks about her background.
* She talks about her transition into multifamily investing.
* How she started helping passive investors invest.
[03:38 – 16:36]…
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Mar 22, 2022
Insights from Her 1st Syndication with Roschelle McCoy, Ep. 384
Roschelle McCoy has a passion for helping everyday people understand the power of real estate investing so they can live a financially free life by design. She’s been investing in real estate since 2017 and currently controls over $6M in real estate assets in Florida and Illinois. Her single-family and small multifamily properties have seen the values multiply in three short years. Roschelle is now focused on creating safe, affordable workforce housing in emerging markets across the US.
We spoke to Roschelle about her journey into multifamily investing and the importance of networking and education.
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[00:01 – 05:53] Opening Segment
* Roschelle talks about her background.
* She talks about the reason she started investing in real estate.
* How she started buying larger properties.
[05:53 – 16:25] The Beginning of a Journey into Multifamily Investing
* What you should start with if you want to start inve…
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Mar 18, 2022
Social Media for Real Estate Professionals with Ed Stulak, Ep. 383
Ed Stulak is a New Jersey Licensed Realtor, social media shark, and brand strategist to over 80,000 followers worldwide and growing. Through developing his online popularity, he has shared the stage with names like Ryan Serhant, James Harris, Ricky Carruth, Brad Lea and several other business leaders. Named top digital industry hustler to watch by Realtor Magazine, today, Ed trains real estate agents globally on how to scale a personal brand & an online presence that matters.
We talked to Ed about how he grew his business through the power of social media, the importance of building a personal brand, and the content posting strategies that he follows.
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[00:01 – 04:17] Opening Segment
* Ed talks about his background.
* He talks about how he helped other personalities grow their brand before getting into real estate.
* How he got a one million dollar lead on Instagram.
* What led him to teach realtors how to a…
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Mar 15, 2022
How Saving a Family Home Turned into a Real Estate Portfolio with Michael Oliver, Ep. 382
Michael Oliver has been the visionary behind Purpose Companies since founding the company in 2021. Guided by integrity and a servant heart, Michael built this collection of real estate companies to positively impact lives by creating quality, sustainable communities for residents, wealth preservation, and cash flow for investors.
Let’s dive in to learn about Mike’s transition from residential to commercial real estate, what to look for when investing in the commercial space, and the importance of mindset.
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[00:01 – 03:20] Opening Segment
* Michael talks about his background.
* He talks about the variety of businesses he built in the past.
* How the businesses he built in the past affect his real estate journey.
[03:20 – 11:15] Through Experience
* How saving his grandmother’s house from a probate problem led him to investing.
* He talks about the things he tried which led him to his latest multif…
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Mar 11, 2022
The Key to Short-Term Rentals with Avery Carl, Ep. 381
Avery Carl bought her first rental property at age 26 on a $37,000 salary. Through strategically investing in short-term rental properties in mature vacation rental markets, she was a millionaire by 31. She now owns a portfolio of 24 properties, and is the CEO and founder of the Short Term Shop, a real estate team that helps investors acquire short term rental properties in the most recession-resistant markets, and trains them on the methods that led her out of the corporate rat race and into financial freedom. We spoke to Avery about short-term rentals, strategies to follow, and the importance of education.
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[00:01 – 05:09] Opening Segment
* Avery talks about her background.
* How she started investing.
* The reasons why she got into short-term rentals.
[05:09 – 15:25] The Short-Term Shop
* She talks about how her short-term rental journey started out.
* How they got some systems and processes going be…
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Mar 8, 2022
Due Diligence for Apartment Investing with Jorge Abreu, Ep. 380
Due diligence and construction management are key aspects of multifamily investing. Jorge Abreu knows this as well as anyone as his company Elevate Commercial Investment Group has invested in over 5,800 units, valued at over $325 million. Jorge also runs JNT Construction, focusing on helping Multifamily Investors with their Due Diligence & Full renovations.
We spoke to Jorge about key aspects of due diligence, mistakes to avoid, and the importance of building a strong team.
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[00:01 – 02:14] Opening Segment
* Jorge talks about his background.
* How he got drawn into real estate.
* He talks about the growth he made in the past four years.
[02:14 – 12:30] Partnerships and Processes
* The importance of implementing the right systems.
* He talks about his first multifamily deal.
* Why he aligned with someone with expertise and partnered with them.
* The importance of bringing diverse skill sets to the…
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Mar 4, 2022
A Better Way to Manage Renovations with Jonathan Klemm, Ep. 379
Jonathan Klemm is an entrepreneur with an abundance mindset focused on "Us & we, not I & Me”. He is a real estate managing broker, investor, developer, and builder. He has led operations and has built a team that has created a PropTech company from its conceptual stage to its first round of Series A funding.
Let’s dive in to learn about PropTech and what the future holds for the processes in real estate investing.
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[00:01 – 03:06] Opening Segment
* Jonathan talks about his background.
* He talks about how he left his W2 job and started his real estate journey.
* What led him to launch his general contracting business.
[03:06 – 12:20] The Future of Real Estate Processes
* He explains what PropTech is.
* He talks about what they do in his company “Quality Builders”.
* How they leverage technology in his company.
* How their platform makes everything easier for the investors.
* The way their…
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Mar 1, 2022
Secrets of Turnkey Investing with Eric Martel, Ep. 378
Turnkey Investing has its pros and cons so if you can learn the secrets, you are better prepared to have success. Turnkey Investing is when an investor buys a rehabbed property from a provider, which is already rent-ready. The provider helps that investor rent and manage the property.
Eric Martel has started various businesses but eventually came back to real estate investing, and formed MartelTurnkey. After just four years of rapid success, he was able to retire from his day job. Now he wants to share what he's learned so you don't make the same mistakes he did with turnkey investing.
Let’s dive in to learn about turnkey investing and the systems that Eric follows.
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[00:01 – 05:13] Opening Segment
* Eric talks about their background.
* He talks about how everybody can be successful in real estate investing.
* The reason why you have to figure out real estate investing.
[05:13 – 14:10] The Foundation…
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Feb 25, 2022
How this Couple Escaped the Rat Race with Ligia and Mike Deaton, Ep. 377
Ligia and Mike have been investing in real estate since 2006 while balancing demanding corporate careers. In 2016, they found themselves both unemployed, with two daughters in college, a hefty mortgage and plenty of other bills to pay; they chose not to reenter the corporate rat race and instead embark on Life 2.0 They charged into real estate full-time, building a thriving, vacant land investing venture. The husband-wife duo has more recently transitioned to commercial real estate and are currently partners in over $50 million of commercial assets across more than 1,000 multifamily units located in multiple markets. The Deaton’s love enjoying the ultimate lifestyle design, hiking the mountains in their hometown of Colorado, all while making a meaningful impact to both communities and investors.
Let's dive in to learn more about land investing and how Mike and Ligia went to becoming entrepreneurs from being employees.
Announcement: Download Our Sample Deal and Join Our Mailing Lis…
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Feb 22, 2022
Multifamily Investing Made Simple with Anthony Vicino EP376
Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life.
He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN with $30m in AUM, that provides busy working professionals with the opportunity to Invest Better.
As the host of the Multifamily Investing Made Simple podcast and author of Passive Investing Made Simple, Anthony firmly believes investing shouldn't be complicated, scary, or overwhelming.
Let’s dive in to learn about entrepreneurship, how Anthony helps passive investors and his book “Passive Investing Made Simple”.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:50] Opening Segment
* Anthony talks about his background.
* He talks about being a rock climber and a science fiction novelist in the past.
* How the first entrepreneurial bug hit him.
* How he started buying multifamily assets.…
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Feb 18, 2022
Why Now is the Time to Invest in Hotels with Mike Ealy Ep. 375
Mike Ealy has developed Nassau Investments into one of the key development firms in the Cincinnati area. Over an extensive twenty-year period, Mr. Ealy applied his knowledge of property and asset management to negotiate hundreds of successful real estate transactions. Let’s dive in to learn about Mr. Ealy’s latest interest, hotels, and the lessons learned that led him to success.
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[00:01 – 03:02] Opening Segment
* Mike talks about his background.
* How he went from broke to millions.
* He talks about his book “Broke to Millions”.
[03:02 – 19:17] Big Lessons
* Some of the key things to leverage the resources around you.
* The importance of getting out of your comfort zone to be able to succeed.
* Mike talks about the importance of making a commitment and staying disciplined.
* He talks about his transition from apartments to hotels.
* How he failed in his first hotel deal and how it led to…
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Feb 15, 2022
Real Estate and Microcap Investing with Mariusz Skonieczny Ep. 374
Mariusz Skonieczny is a professional investor and the founder of Classic Value Investors, MicroCap Explosions and creator of Value Investing University. Mariusz graduated from Indiana University in 2003 with a finance degree. From 2003 to 2008, he was in the residential and commercial real estate industry as an appraiser and broker. During the 2008/2009 financial crisis, he made the courageous decision to leave the industry and start Classic Value Investors.
He has been investing in the stock market since 2008, starting with only $10,000, 10 years later he reached $1.1 million. By March of 2021, his accounts reachedover $4 million!
Let’s dive in to learn about microcap investing and Mariusz un-orthodox approach which led him to success.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:17] Opening Segment
* Mariusz talks about his background.
* He talks about how he got into the real estate space right after college and what led him to do that.…
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Feb 11, 2022
Attracting the Flow of Abundance with Daniel Mangena, Ep. 373
Daniel Mangena is an International Speaker, Best-Selling Author, Broadcaster and Coach. He is best known for his highly successful Micro2Millions program, being the author of Stepping Beyond Intention and his Do it With Dan and Beyond Success podcasts.
Let’s dive in to hear Dan talk about how to achieve an abundant lifestyle.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:00] Opening Segment
* Dan talks about his background.
* He talks about abundance.
[03:00 – 14:56] An Abundant Lifestyle
* Dan explains why he thinks we can achieve an abundant lifestyle.
* He talks about why there is always a way if you want something to happen.
* What Dan does and how he helps people.
* How we can realize the power we have over our futures.
* The reasons we run from responsibility.
* The importance of having a great team with complementary skills.
[14:56 – 27:59] Flow Funnel
* Dan talks about the Money DNA platform.
* He explains what…
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Feb 8, 2022
What You Must Know About Apartment Syndications with Jens Nielsen, Ep. 372
Jens immigrated from Denmark in 1996 and after a successful career in IT, Jens followed his passion for real estate and coaching and is now a full-time real estate investor and coach. He is currently a direct owner or General Partner in over 1,400 apartment units around the country, valued at over $100M.
Let’s dive in to learn more about Jen’s transition from being a limited partner to a general partner and his insights from the Cleveland market.
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[00:01 – 04:20] Opening Segment
* Jens talks about his background.
* Why he left his IT career.
* How he transitioned into active deals from the passive side.
* She talks about why she is doing coaching and what her purpose is.
[04:20 – 11:56] Limited Partner VS General Partner
* Jens talks about the differences between being an LP or GP.
* The upsides and downsides of being a general partner.
* He talks about the work involved in being an active inve…
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Feb 4, 2022
The Key to Aligning Your Purpose and Passion with Rebecca Babcock, Ep. 371
Rebecca Babcock is the founder of Rebecca Babcock Coaching. She helps busy professionals love their career and their life. Through her proven Babcock Method her clients have aligned their purpose and passion through their career resulting in sustainable financial abundance, professional success, stronger family relationships, and much more.
Let’s dive in to learn more about the Babcock Method and Rebecca’s story.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:59] Opening Segment
* Rebecca talks about her background.
* She talks about the autoimmune disease she had, how she survived multiple surgeries and how it relates to her work.
* Howshe and John go way back.
* She talks about why she is doing coaching and what her purpose is.
[05:59 – 15:39] The Babcock Method
* Rebecca talks about coaching.
* She breaks down the four main principles of the “Babcock Method”.
* Why her clients prefer to work with her.
* Some of the cha…
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Feb 1, 2022
The Fastest Way to Stabilize Apartments with Mike Zlotnik, Ep. 370
Currently CEO of TF Management Group LLC, Mike has been a real estate fund manager since 2009. Mike is a retired software executive who began investing in real estate in 2000. Today Mike manages a variety of funds, including the Tempo Growth Fund LLC and the Tempo Opportunity Fund LLC. Mike is known in real estate circles as “Big Mike” due to his stature, but more importantly, he is known for his personal integrity and for having a keen understanding of the financial aspects of successful real estate investing.
Let’s dive in to learn more about real estate funds, and the benefits of hotel to multifamily conversion assets.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:13] Opening Segment
* Mike talks about his background.
* He explains why they call him “Big Mike”.
* He talks about the funds he focuses on.
* Investment opportunities in converting hotels into multifamily after Covid.
[05:13 – 21:21] Real Estate Funds
* Mike br…
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Jan 28, 2022
How to Build a Massive Investor Database with Ben Kogut, Ep. 369
Ben Kogut is a partner and head of Investor relations for HJH Investments. HJH protects and then grows Investor capital through commercial real estate syndications. The investments include industrial buildings, shopping centers, and office buildings which are typically anchored by high credit-tenants with long-term leases throughout the United States. HJH has over $380M in assets under management.
Ben is passionate about educating investors about passive income investing and has written an E-Book called "5 Things to Consider when investing in real estate Syndications." Ben is based in Austin, Texas and has an MBA and CCIM certification.
Let’s dive in to learn more about triple net leases and how to connect with a solid investor base.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:49] Opening Segment
* Ben talks about his background.
* He talks about how he joined HJH Investments as a partner.
* How his relationships helped him in his invest…
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Jan 25, 2022
Real Estate Tokenization and Why You MUST Pay Attention with Neal Bawa, Ep. 368
How will cryptocurrency, blockchain, and tokenization impact the real estate industry? Well, Neal Bawa believes this is the greatest wealth creation opportunity in a generation.
Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist ofMultifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $508 million-dollar portfolio as an ongoing experiment in efficiency and optimization.
Neal serves as CEO / Founder at Grocapitus, an iconic, data-driven commercial real estate investment company. Grocapitus’ 28 person team acquires and builds multifamily & commercial properties across the U.S. With more than 440 active investors and over 2,000 reviewing our projects, the Grocapitus portfolio currently spans across 10 states with 22 projects (1 sold) and 3,300 units/beds.
Let’s dive in to learn more about how the real estate industry i…
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Jan 21, 2022
Why She Loves Commercial Apartments and Clubhouse with Veena Jetti, Ep. 367
Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion for real estate. Veena, also a co-founding partner of Enzo Multifamily, has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. Because of her diverse background, she is often a panelist and speaker for various podcasts, global conferences, and radio shows.
Let’s dive in to learn more about how Veena had massive growth, her strategies and approach to multifamily.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:58] Opening Segment
* Veena talks about her background.
* How she went from her parent’s business to corporate and then started investing for herself.
* What…
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Jan 18, 2022
How to Invest in ANY Commercial Property with Ash Patel, Ep. 366
Ash Patel has been a full-time Commercial Real Estate Investor for over 10 years. He is a value add investor and has purchased retail, warehouse, office, industrial, land, mixed-use, medical and restaurants. From vacant buildings to net lease properties, the consistent theme is extraordinarily high returns. He is a hands-on property manager and has never used a property management company. His first purchase 10 years ago was a $200k mixed-use building and this year he will be purchasing over $10m of CRE.
Let’s dive in to learn more about commercial real estate and mixed use.
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[00:01 – 03:21] Opening Segment
* Ash talks about his background.
* He talks about some of the companies he built in the past.
* Why he choose commercial real estate
[03:21 – 13:04] Non-residential Commercial Real Estate
* Why commercial real estate stood out from all the other ventures.
* Ash talks about what makes the commerci…
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Jan 14, 2022
What They Forgot to Teach You in School with Johnny Lynum Ep. 365
Johnny Lynum is an active duty Lieutenant Colonel in the United States Air Force. He is a seasoned real estate investor, entrepreneur, and coach. Johnny started his real estate investing career in 2006 and actively buying and renovating homes in 2015. Since then, he has purchased and sold dozens of single-family properties and one apartment across four different markets. Currently, he has a real estate portfolio valued at over $4.7M.
Johnny’s first book, “Millionaire Real Estate Success Strategies: What They Forgot To Teach You In School'' was just recently published.
Let’s dive in to learn more about Johnny’s journey as a real estate investor, how to get started, and keys to build a strong portfolio.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:57] Opening Segment
* Johnny talks about his book.
* He talks about his background.
* Lessons learned along the way.
[03:57 – 08:57] Everyone Should Be An Investor
* Some of the lesson…
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Jan 11, 2022
How to Crush Your 2022 Goals with Harlan Hammack, Ep. 364
Harlan Hammack is an award-winning speaker, author, trainer, and business coach. For the past 5 years, Harlan has focused on Business and Leadership Coaching for executives, entrepreneurs, and small business professionals; helping good managers to become GREAT leaders. His programs help leaders develop “managerial courage” to have the difficult and sometimes dangerous conversations with employees that help transform their businesses and build world-class teams that ensure productivity and profitability.
Let’s dive in to learn more about leadership and goal setting.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:03] Opening Segment
* Harlan talks about his background.
* How he moved from the consulting space to coaching.
* Why he decided to be a business coach.
[05:03 – 11:04] Delegation
* Harlan talks about how he helps entrepreneurs.
* He talks about the limiting beliefs that entrepreneurs have and how to overcome them.
* The…
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Jan 7, 2022
Why New Construction Has Become Less Risky with Shannon Robnett, Ep. 363
Shannon has been in the real estate industry for over 40 years. He has been involved in over $250MM in construction projects covering the gamut from multi-family, office buildings, fire and police stations, schools, industrial, and self-storage.
As a developer with over 25 years of personal and hands-on development and construction experience, Shannon is dedicated to delivering numerous passive income streams to their syndicate partners. Along with his knowledgeable and dedicated team, Shannon Robnett Industries (SRI) creates a second-to-none investor experience.
Shannon shares why he breaks his deals into two parts to focus on both appreciation and cashflow for investors. Let’s dive in to learn more about ground up development and construction.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:45] Opening Segment
* Shannon talks about his background.
* How he developed a very successful construction and development company.
* Why he preferred…
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Jan 4, 2022
Lessons from Being an Active and Passive Investor with Mark Cira, Ep. 362
Mark Cira is the co-founder of Cira Capital Group, a firm focused on curating diverse private real estate investments. As the CFO of a consulting firm and a registered CPA, Mark understands the difficulties that busy professionals face when seeking quality real estate operators and investment opportunities.
Let’s dive in to learn more about passive investing and the important role the operators play in it.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:07] Opening Segment
* Mark talks about his background.
* He talks about how he got started with real estate investing with his spouse.
* Why they leaned into passive investing.
[06:07– 14:11] Long Term Vision
* The importance of understanding what the goals are when starting out.
* Why you should have a long-term vision.
* Why Mark switched to the passive side from being an active investor.
* The amount of work required to be an active investor.
* The downsides of being a syndica…
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Dec 31, 2021
How to Get Motivated Seller Leads with Chad Keller, Ep. 361
Chad Keller is a real estate investor, a Facebook and marketing funnel expert, and the Co-Founder of Motivated Leads, a digital marketing agency that helps real estate investors expand their portfolios quickly by generating quality motivated seller leads.
Chad has run Facebook marketing for both large and small companies, startups, and fortune 500 companies. In fact, Chad generates 3,000+ leads daily via Facebook across numerous verticals.
Let’s dive in to learn more about lead generation and ads.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:47] Opening Segment
* Chad talks about his background.
* What he is doing for real estate investors
* He talks about what they call “Inbound Leads”.
* Why qualifying a lead first is so important.
[05:47– 14:11] Lead Generation
* Chad walks us through his process of coming across a lead to having a conversation with them step by step.
* Why using digital ad platforms such as Facebook and…
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Dec 28, 2021
A Scientist's Approach to Multifamily Investing with George Roberts, Ep. 360
George Roberts is an award-winning data scientist as well as a published bioscientist. He is a founder of Walnut Grove Homes, and the principal at Horizon Multifamily, which sponsors value-add multifamily opportunities in the Southeast for qualified passive investors.
George is a General Partner (GP) on a 34 unit apartment near Knoxville, TN. He also owns a 14-unit apartment in Orlando, FL as a joint venture. In addition to his active multifamily investments, he is passively invested in 468 multifamily units in Jacksonville, Florida, and Houston, Texas.
Let's dive in to learn more about George's shift from being a bioscientist to a real estate investor.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:01] Opening Segment
* George talks about his background.
* Why George decided to go into real estate from the world of science.
* The story behind how he got into value-add real estate investing.
[06:01 – 12:50] Good Partners
* George talks…
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Dec 24, 2021
How to Control Your Retirement Investments with Ramez Fakhoury, Ep. 359
Ramez Fakhoury is an entrepreneur with over twenty years of experience providing service in various settings including the hospitality industry, financial services, and real estate. As the vice president of the IRA Club, his mission is to open doors and opportunities by educating, inspiring, and allowing investors to diversify outside the norm.
Let’s dive in to learn more about how a self-directed IRA can change the whole game for your retirement plan and investments.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:32] Opening Segment
* Ramez talks about his background.
* How Ramez met his mentor.
* How he learned so much about IRA investing
* The importance of retirement accounts.
[05:54 – 12:41] Self-Directed IRA
* Ramez explains self-directed retirement accounts and IRAs.
* The difference between a traditional brokerage firm and a self-directed IRA company.
* He breaks down what self-direction really is.
* Why now is the best…
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Dec 21, 2021
How to Find the Right Apartment Operator with David Robinson Ep. 358
David Robinson is Managing Partner of Canovo Capital. He is an active apartment syndicator, investor, and speaker. He currently leads business development and investor relations for Canovo Capital.
David has been in the real estate profession for more than 17 years and has brokered or acquired over $220 million in real estate. He has led top-producing sales teams and managed a leading national franchise brokerage. He holds an active real estate broker’s license in the state of Utah.
David is also the creator and host of the Apartment Investing Journey, one of the fastest-growing multifamily investing podcasts in the country.
Let’s dive in to learn more about David’s investing and podcasting journey.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:15] Opening Segment
* David talks about his background.
* How he decided to switch to the investing side from the brokerage side.
* How the institutional investors getting into the market has p…
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Dec 17, 2021
How to Win with Stocks and Real Estate with Herve Francois, Ep. 357
Herve Francois held positions as a Financial Analyst and Institutional Salesperson at Citigroup, Credit Suisse First Boston, and several other firms over a 23-year career on Wall Street.
Since becoming a real estate investor in 2018, Herve has personally participated in over 15 real estate transactions totaling over $3M. In addition, Herve is a Limited Partner in three multifamily syndications totaling over $75M and is a General Partner in DeRosa Capital 11.
Let’s dive in to learn more about Herve’s journey from a a financial analyst to real estate investor, how to get started and build a strong portfolio.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 09:53] Opening Segment
* Herve talks about his background.
* He talks about his experience on Wall Street.
* How Herve eased into real estate from his Wall Street career.
[09:53 – 17:10] How to Get Started with Real Estate Investing
* Herve gets more in detail on why he left Wall Street…
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Dec 14, 2021
How to Win Real Estate Deals as a Newer Investor with Jonathan Greene, Ep. 356
Jonathan Greene is a lifelong real estate investor, concierge agent, and on-market team leader. Jonathan has experience acquiring small multifamily, particularly using house hacking strategies. He helps other investors use the same and is a full-time real estate investor.
Let’s dive in to learn more about how to negotiate, select the right agent, the important things to look for in comps, and the best ways to find the best deals.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:54] Opening Segment
* Jonathan talks about his background.
* How Jonathan leverages his past experiences in Real Estate
* The importance of negotiation skills
[05:54 – 09:33] Negotiating 101
* Jonathan breaks down how to approach negotiations.
* The importance of relationships in negotiations.
* What needs to be done before negotiating.
* Why cash for keys isn’t available anymore after Covid.
* The importance of nurturing your relationships with tenants.…
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Dec 10, 2021
Here's What to Focus on for 2022 with Kent Ritter, Ep. 355
Kent is the CEO of Hudson Investing and since 2017 he has acquired 617 units valued at $51 million dollars. Before this, Kent was a partner in the private select business unit within the multifamily private equity firm Birge & Held. The firm currently has over $1.5 billion dollars in assets under management made up of over fifteen thousand units.
Let’s dive in to learn more about what to focus on in 2022 and how has Kent achieved what he has achieved after leaving “Birge & Held”.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:35] Opening Segment
* Kent talks about his background.
* Kent’s experience with management and consultant space and how that translated to real estate.
* How he got started with his real estate investing career.
[06:35 – 11:34] Multifamily and Birge & Held
* What ultimately led Kent to multifamily
* Apartments vs Single-family homes
* How being a part of Birge & Held Asset Management helped Kent to grow.…
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Dec 7, 2021
Why Real Estate Investors are Buying Franchises with Jon Ostenson, Ep. 354
Jon Ostenson is a consultant, investor, author, and international speaker specializing in the area of non-food franchising. Having served as the President of an Inc. 500 franchise system and now as a multi-brand franchisee, himself, Jon is uniquely positioned to educate others on franchising and franchise selection.
Jon shares that more and more real estate investors are turning to franchises as a viable passive investment alternative. These franchises extend well beyond restaurants and typical retailers, providing a wide array of opportunities. In fact, some of these franchises even serve as excellent compliments for multifamily apartments.
Let’s dive in to learn more about franchising and how it can be complementary to your real estate investments.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:03] Opening Segment
* Jon talks about his background.
* Why Jon decided to leave corporate.
* An introduction to the franchise space.
[05:03 –…
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Dec 3, 2021
Developing a Gold Medal Mindset with Brandon Wynn, Ep. 353
Brandon Wynn is the president and CEO of Wynn Developers where they are focused on strategic investing and real estate developments in the Midwest. Wynn Developers have constructed several residential subdivisions and commercial properties including an office assembly and warehouse in Cherryhill, New Jersey.
Prior to real estate, Brandon was the most decorated gymnast on the Rings in USA Gymnastics history. He is a five-time USA champion and an inductee of the Ohio State Unversity Hall of Fame.
Let’s dive in to learn more about ground-up development and how mental toughness can help you in your investing journey.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:53] Opening Segment
* Brandon talks about his background.
* How being a former Olympian athlete has helped Brandon overcome obstacles in real estate investing.
* Brandon breaks down how mental health and mental toughness worked for him.
[05:53 – 12:23] Developing A Champion's Minds…
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Nov 30, 2021
Overcoming Objections from Investors and Lenders with Rodney Thompson, Ep. 352
Rodney has been investing in multifamily real estate for two and half years. He started investing in single-family housing in 1996. Looking to expand, Rodney learned how to syndicate real estate and moved into multifamily. Currently, Rodney has over $50MM of multifamily assets under management consisting of 765 units. Rodney and his wife Pattie live in Southeast Minnesota. Solaris Equity Partners is looking to add an additional 1000 units to its portfolio in 2022.
Let’s dive in to learn more about how to scale and the importance of teams and partnerships.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 07:55] Opening Segment
* Rodney talks about his background.
* How he got into multifamily investing.
* How he took a different approach than everybody else when Covid hit.
[07:55 – 18:46] Hiring a Coach and Getting Started
* Rodney’s logic behind hiring a coach
* Why research is important before hiring a coach.
* What to look for when…
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Nov 26, 2021
Lessons Learned from Multifamily Education with Darryl Murphy, Ep. 351
Darryl Murphy is a syndicator and commercial broker. He has been investing since the early 1990s and has owned property in New York, Louisiana, and North Carolina. Darryl currently own 104 units in Augusta, Ga, 80 units in Vicksburg, MS, and land in Chester, Pennsylvania.
Let’s dive in to learn more about commercial real estate investing.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:28] Opening Segment
* Darryl talks about his background.
* How working in different fields helped Darryl in his investing journey.
* How you can learn the skills over time to develop into an investor.
[05:28 – 15:17] Commercial Real Estate
* Why Darryl wasn’t happy with the residential side of investing and how he got started with the commercial side.
* How education helped Darryl when he got started with commercial real estate.
* Darryl talks about his first commercial deal.
* The importance of focusing on one or two markets.
* Why keeping you…
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Nov 23, 2021
The LAST Episode of Target Market Insights with John Casmon, Ep. 350
In this episode, John has some announcements to make about the future of the show and details key insights from their latest multifamily investment.
Announcement: Download Our Sample Deal and Join Our Mailing List
* John talks about the changes that are going to be happening with the podcast.
* Why he decided to rebrand Target Market Insights
* Shout out to some of the listeners that reached out to John.
* A case study of a property that John has just acquired in Kentucky.
* Why real estate prices have gone up and what that means for investors.
* What gave John flexibility for this deal.
To book a call:
Go to https://calendly.com/casmoncap/multifamily-discussion
Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
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Nov 19, 2021
Hotels vs. Apartments for Investing with Michael Stohler, Ep. 349
Mike Stohler is a former commercial airline pilot, Navy veteran and co-founder at Gateway Private Equity Group, a real estate investment firm whose portfolio has included hotels, multifamily, and residential properties. Between apartment complexes, houses, and hotels, Mike has owned or operated over 1300 units. Seeking value-add opportunities and higher returns, Mike pivoted from multi-family to hotels and now focuses exclusively in this niche.
When Mike first started in real estate investing in 1999, he lacked experience and failed. Through committed action to learn, grow their skills, and help others, he has created immense change in his business and life.
Let’s dive in to learn more about hotel investing.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:59] Opening Segment
* Mike talks about his background.
* How he failed the first time he got into real estate.
* The importance of having someone to guide you when starting out.
[05:10 –…
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Nov 16, 2021
Finding Your Focus as a Real Estate Investor with Sam Wilson, Ep. 348
Sam Wilson is an active investor in self-storage, parking, retail, multifamily apartments, RV parks, and single-family homes. He hosts the “How to Scale Commercial Real Estate Podcast”, where he interviews real estate experts to give listeners the tips, tools, and tricks to scale their investment portfolio.
Sam used various investing strategies before landing on multifamily and self-storage. Let’s dive in to hear more about his approach to commercial real estate and podcasting to boost his real estate network.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:59] Opening Segment
* Sam talks about his background.
* How he started off with not much but figured out how to make it happen.
* How he managed to 4x his brother’s business in one year.
[04:59 – 09:56] Self-storage and RV Parks
* What you need to do starting out if you don’t have the capital.
* Sam talks about why he is focused on multifamily and self-storage.
* He talks…
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Nov 12, 2021
A Faster Way to Compare Commercial Loans with Tim Milazzo, Ep. 347
Tim Milazzo is the co-founder & CEO of StackSource, a tech-enabled commercial real estate financing platform. StackSource has now completed more than $250 million worth of commercial financing transactions. They are re-inventing the mortgage brokerage model with a tech-enabled service.
Tim founded StackSource after working in advertising solutions for Google and Facebook. He took those experiences and developed a lending solution for commercial investors.
Let’s learn more about Tim and how StackSource can help you with your lending needs.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:40] Opening Segment
* Tim talks about his background.
* What he did before starting StackSource
* What it looks like to use Google or Facebook ad solutions and how investors can leverage that.
* How Facebook and Google tap into various websites to create targeted campaigns.
[03:40 – 09:56] Loans and Tech
* How the recent changes in how ads work will im…
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Nov 9, 2021
4 Steps to Go from Multifamily Newbie to Pro with Dylan Palmer, Ep. 346
Dylan Palmer is a rising real estate investor who just relocated to Lexington, KY. he is responsible for sourcing and analyzing potential new multifamily investment acquisitions for Urban Renewal Partners. Dylan understands how to interpret economic and population trends to affirm markets for value-add investments.
During his time at Urban Renewal Partners, Dylan has successfully assisted in the development and completion of the acquisition and underwriting for multifamily properties. Dylan used a 4-prong approach to make strides as an investor: networking, finding a mentor, focusing on a market, and underwriting deals.
Let’s dive in to hear more about the importance of underwriting and networking.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:34] Opening Segment
* Dylan talks about his background.
* How his family inspired him to start his investing journey.
* How he decided to get into commercial real estate and how he started.
[04:34…
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Nov 5, 2021
The REAL Trick to Grow Your Online Brand with Ruben Kanya, Ep. 345
Ruben Kanya is the director of Invested Talent - a video marketing agency for Real Estate Investors looking to explode their brand online and repurpose their podcast content.
Ruben is also a consultant, an investor, and a speaker not to mention the host of the Real Estate Experiment Show.
Let’s dive in to hear some tips and tricks from Ruben on content, social media and marketing.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:34] Opening Segment
* Ruben talks about his background.
* He breaks down his expertise in short-term rentals.
* Airbnb investing.
[04:34 – 11:23] Leveraging Technology
* The importance of understanding and using technology in real estate.
* How Ruben helps other investors, particularly syndicators.
* The importance of leveraging social media, content creation and repurposing your content.
* The two types of content that people create.
* Creating real relationships through social media.
* The importance…
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Nov 2, 2021
Investing in Institutional Quality Apartments with Julia Bykhovskaia and David Davidenko, Ep. 344
David (Viacheslav) Davidenko is a full-time accredited investor from Austin. He is a respected, profit-driven entrepreneur and general management professional with a stellar career history of achievements investing in highly successful businesses. He has invested all-time as a GP and LP in 27 multifamily properties, almost 5,000 units altogether.
Julia Bykhovskaia is a Co-Founder and Managing Partner of Sunrise Capital. With her strong finance background, Julia is focusing on deal underwriting and asset management. In her past, Julia was an experienced investor in public and private companies, working as a securities analyst who started her investment career in 2003.
Let’s dive in to learn more about David and Julia and how they leverage the Texas market.
[00:01 – 06:43] Opening Segment
* Julia and David talk about their backgrounds
* They talk about how they got started
* David breaks down the range of their portfolio.
[06:43 – 14:54] The Texas Market
* David talks…
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Oct 29, 2021
Probate, Deals, and Protecting Your Assets with Bill Gross, Ep. 343
Bill Gross is an expert on Los Angeles Probate. He hosts a weekly call to discuss how to get sales in probate, how to engage with probate attorneys and more probate-related topics for real estate agents and investors.
Born in Santa Monica, raised in Orange County, lived in the Inland Empire, San Gabriel Valley, South Bay, and for the last 20 the Westside of Los Angeles, he has been in real estate for over 30 years, closed THOUSANDS of transactions, and gives his all to help his customers achieve their goals.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:57] Opening Segment
* Bill talks about his background.
* He explains why he has been locked in probate over the past couple of years.
[03:57 – 16:06] Living Trust and Probate
* Who should get a living trust
* Bill breaks down what probate is in detail.
* How and why you should get a living trust
* How real estate investors can get more deals from the probate system
* Bill talks abo…
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Oct 26, 2021
21 Passive Investments, Infinite Insights with Lee Johnson, Ep. 342
Lee is a results-driven Technology Executive with broad experience across several vertical industries including Retail, Consumer Goods, Resources, and High Tech. He is an active real estate investor and along with his wife, he founded Value Investment Partners. They have a mission of helping others build wealth through passive real estate investing. Lee has experience as a Limited Partner in apartment deals, along with being a General Partner. His portfolio has a combined market value of $328 million and a little over 2,950 units across the U.S. He works with other investors to share the benefits and wealth-building opportunities passive investing brings.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 03:45] Opening Segment
* Lee talks about his background.
* How he got started with fix and flips and why he switched to multifamily
* Why he decided to educate others and host a meetup in Virginia
[03:45 – 15:30] This is the Way - Syndication
*…
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Oct 22, 2021
Multifamily Underwriting Tips with David Toupin, Ep. 341
David Toupin, Owner of Toupin Holdings brings 6+ years of multifamily and commercial real estate investing experience. David has acquired over 1,200 apartments as the key principal, valued in excess of $100,000,000+.
David has earned a reputation as being a savvy multifamily analyst and underwriter, helping hundreds of investors with his own proprietary model. This led David to create the Real Estate Lab, a Multifamily real estate software company focused on managing the acquisitions and analysis process for multifamily investors.
John sat down with David to learn more about his approach and best practices for underwriting multifamily. Let's dive in.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:52] Opening Segment
* David talks about his background.
* How she got started with single family homes and switched quickly to multifamily
* How he made his first deal and how he moved forward afterwards
[04:52 – 11:04] A Master of Underwriting D…
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Oct 19, 2021
Recession-Resistant Investments with Lisa Hylton, Ep. 340
Lisa Hylton is the host of The Level Up REI podcast and also is the founder of Lisahylton.com. She runs a real estate investment company that provides opportunities for entrepreneurs and business owners to invest in tax-efficient real estate investments.
Let’s dive in to learn more about Lisa’s journey and fund investing.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:59] Opening Segment
* Lisa talks about her background.
* How her father influenced her to get into real estate
* How she started buying properties
* Lessons learned from her early investments
[05:59 – 17:30] Investing in Recession Resistant Assets
* How she approached real estate before she got into syndications
* What to watch out for in property management.
* The magic of syndication
* Creating a real estate business vs Being an investor
* Investing in recession-resistant asset classes
* Lisa breaks down what recession-resistant asset classes are
[17:30…
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Oct 15, 2021
How to Make Money in Real Estate with 100% Financing with Jhanel Wilson, Ep. 339
Jhanel Wilson is a chemical engineer turned thriving real estate investor. She scaled up to an 8-figure portfolio using government programs, and being a defensive investor with a recession and pandemic proof portfolio. She is the Founder and CEO of The Savvy REI. She is on a mission to share her 17+ years of hard lessons & personal strategies to help you become a better investor.
John sat down with Jhanel to learn more about her story, strategy, and secrets to become a savvy real estate investor. Let’s dive in to learn how Jhanel started with no capital and created a pandemic proof portfolio.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:40] Opening Segment
* Jhanel talks about her background.
* How she got started
* The challenges she encountered and what she learned from them
* How she managed to scale her portfolio
[06:40 – 10:03] Investing with 100% Financing
* Why you need time for active investing
* What to do when you have…
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Oct 12, 2021
Lessons from Investing in Different Syndications with Darin Batchelder, Ep. 338
Darin Batchelder is the principal owner, asset manager and lead sponsor on a 76 unit townhome community in Crowley, TX and he is the Minority General Partnership interest and the key principal in 256 units in Dallas, TX not to mention he is a limited partner in 14 properties and 3,944 multifamily units.
Let’s dive in to learn more about Darin’s investing journey.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:54] Opening Segment
* Darin talks about his background.
* How he started real estate investing.
* The importance of committing to action.
* Why he decided to join a mentorship group.
[06:54 – 14:21] The Texas Market
* Why the Texas Market.
* Deal flow in the Texas Market.
* Why Darin wanted his investments to be in a major market
* The importance of demand in a major market.
* Why Darin prefers longer-term multifamily loans and how that helps with protection.
[14:21 – 24:48] The LP Experience
* The benefits of be…
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Oct 8, 2021
Social Impact through Real Estate with Felecia Froe, Ep. 337
Felecia Froe, MD is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing. As a real estate syndicator, Felecia has partnered with like-minded investors and has raised money for several social impact projects, including a residential assisted living home in Kansas City, Missouri.
Let’s dive in to learn more about Felecia and her mission on having a social impact while investing.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:08] Opening Segment
* Felecia talks about his background.
* How she went from being a urologist to real estate investing
* How she switched to investing in apartments and then moved on to residential assisted living
[06:08 – 11:30] How the Mission Started
* What went wrong with Felecia’s investments in 2009 and what she learned.
* Why being undercapitalized is one of the big red flag
* The i…
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Oct 5, 2021
Investing in Real Estate from Abroad with Rafi Mizrahi, Ep. 336
Rafi Mizrahi is an out of state real estate investor since 2010. He developed a skill set to overcome the distance. He has extensive experience in raising money from out of state investors, building and managing professional teams all over the country, property valuation, negotiating, and acquisition.
Let’s dive in to learn more about Rafi who has been investing in real estate from abroad for a long time.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:59] Opening Segment
* Rafi talks about his background.
* Why he decided to invest in overseas
* How he started investing in the US.
[05:59 – 14:46] Investing in the US from Abroad
* How Rafi started to build the concept as he decided to invest in the US.
* The best practices he followed before investing and how he avoided common mistakes.
* How to manage properties from a distance
* How Rafi scaled his real estate business
* The importance of building a system where you can get th…
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Oct 1, 2021
Protecting Springsteen, Aretha, and Investors with Tom Laune, Ep. 335
Tom Laune is a leader in guiding investors in becoming their own banker by teaching them to grow their wealth and avoid lost opportunities using specially designed whole life insurance.
Tom Laune heads up Stress-Free Planning using a unique strategy which he calls the Bulletproof Wealth Strategy. Tom is a student of the Austrian school of economics and the concept of Infinite Banking. He champions the use of a whole life insurance policy to create a vehicle that acts as a line of credit, essentially allowing real estate investors to act as their own banker.
John and Tom dive in on this wealth creation strategy and more insights to help you leverage your money to the fullest.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 07:14] Opening Segment
* Tom talks about his background working in the music industry.
* What Tom does for real estate investors
* How Tom came up with the strategy “Bullet Proof Wealth” and what it does.
[07:14 – 15:34]…
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Sep 28, 2021
Going Big and Working with Partners with Tiffany Ward, Ep. 334
Tiffany Ward is a new mother, cross-fitter, and real estate investor. She started investing in real estate by buying a foreclosure at the age of 23 in Richmond, VA. In 2019, she turned to multifamily investing and in her first apartment deal invested out of state and served as a Key Principal. Tiffany founded Utmost Capital and works with others to invest alongside her in apartments.
Let’s dive in to hear more on real estate investing and business.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:20] Opening Segment
* Tiffany talks about her background.
* Why she is pursuing real estate
* How her parents being debt free affected her approach to real estate
[05:20 – 11:28] Why Real Estate?
* What the first deal she did was like
* How she overcame paying too much and other obstacles in her first deal
* Lessons Tiffany took away from her first deal
* Why you should definitely have a property manager
* Why having operating reserves…
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Sep 24, 2021
Avoid These Common Mistakes in Business and Investing with Samson Jagoras, Ep. 333
Samson Jagoras is the founder of Growth Vue Properties and the founder of the Passive Power Group. He helps give others access to investments that they thought were unattainable and acts as a liaison, educator, and curator that gives them supreme confidence in their passive multifamily investments.
Let’s dive in to hear more on real estate investing and business.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 07:06] Opening Segment
* Samson talks about his background.
* Trading futures and commodities
* Why he chose real estate investing instead of stocks
[07:06 – 18:40] Getting the Right People in the Right Roles
* Why some people fail at real estate investing
* Why real estate investing is a business rather than an “investment”
* The benefits of passive investing in real estate
* REIT vs Passive Investment
* How to scale your business
* One of the worst hiring mistakes that you can make
* What to look for when hiring
*…
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Sep 21, 2021
Tips to Find and Manage Real Estate Deals with Van Sturgeon, Ep. 332
Van Sturgeon is an experienced entrepreneur who has successfully created several businesses in the real estate industry that cover areas of land acquisition, development, construction, and renovation. Van personally owns over 1,000 properties across North America, and is semi-retired from the day-to-day operations of his businesses.
Let’s dive in to hear Van drop some wisdom with his 35 years of experience in the real real estate industry.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:22] Opening Segment
* Van talks about his background.
* A brief introduction to thirty years of experience.
* What it took for him to stay afloat.
[04:22 – 14:29] Thirty Years of Experience
* Van explains why it’s getting more difficult to find deals.
* Here's why cap rates are compressed.
* How to approach real estate markets in today’s climate
* Why you should look outside of the growing markets when investing.
* The benefits of digging dow…
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Sep 17, 2021
How to Get the Best Out of Virtual Assistants with Ana Santiago, Ep. 331
Ana Santiago is the current COO of Outsource School and has been working remotely for 10 years. Starting at the age of 18, Ana started taking on her own freelance clients full time helping them with sales work, SEO, content, eCommerce, among other business tasks. As the COO of Outsource School, she is in charge of managing the entire team of 15+, optimizing operations, and contributing to the growth of the brand. Ana lives in the Philippines and regularly speaks about her experiences helping companies to efficiently operate and grow with 100% remote teams.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:22] Opening Segment
* Ana talks about her background.
* How she started her business.
* How they manage their clients.
[04:22 – 14:29] Virtual Assistants
* Ways to find the right virtual assistant
* What Ana and her team do to give their clients the best results.
* The importance of the onboarding process with virtual assistants.
* Wh…
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Sep 14, 2021
Multifamily Investing from a Distance with Julie Holly, Ep. 330
Julie Holly is the founder of Three Keys Investments and helps people like you find their freedom through multifamily investing. Julie has invested in single-family homes, she’s house-hacked before and she has managed properties from over a thousand miles away. She is the host of the podcast “Ask Me How I Know - Multifamily Stories of Struggles to Success”.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:24] Opening Segment
* Julie shares her background.
* How she came to believe that she could invest in apartments and get into syndications
* Julie explains apartment syndication and how it works.
[06:24 – 15:35] Syndication and Properties at a Distance
* How Julie found which path was the right for her
* The magic of syndication
* The challenges with single-family rentals
* Syndication vs. Single-Family
* How to manage your properties from a distance
* The importance of trust
[15:35 – 27:35] Attracting Capital from Inves…
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Sep 10, 2021
How to Find Your Audience with Italina Kirknis, Ep. 329
As an Online Presence Expert & Speaker, Italina helps the Real Estate Community’s Top Real Estate Agents & Mortgage Professionals upgrade their presence online through LinkedIn, Facebook, Instagram and Email Newsletters.
Italina and her team of Social Media Managers, help you gain more visibility online, driving a steady stream of clients to your business.She speaks on National stages such as Inman Connect, NAR® and she is an Inman.com Contributor.
Since 2012, her business has been the vehicle for her personal and spiritual growth, while she creates value for each of her clients.
Let's dig in to get some tips on leveraging social media.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:20] Opening Segment
* Italina talks about her background.
* How she started her business.
* The importance of having a niche in marketing.
[04:20 – 14:29] Having a Niche
* How word of mouth spreads when you identify a demographic
* Why she targeted Rea…
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Sep 7, 2021
What You Must Know About Real Estate Education with Jerome Myers, EP. 328
Jerome Myers is the preeminent authority of dream realization. He is a believer that dreams can and should be real. He left corporate America when he realized it offers financial gain but little else of significance. He is the founder and head coach of Myers Method and he’s been featured in Black Enterprise, Business Insider and numerous podcasts.
Let’s get into it to get a deep dive into some of the harsh truths of real estate and how to overcome them.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:02] Opening Segment
* Jerome talks about his background.
* Three things that you want to do before you quit your job to get in real estate
* To get more of that check list
Link below
[06:02 – 20:20] Education in Real Estate
* What Jerome went through with the banks
* The importance of education
* What should people be looking for to find the right educators
* The importance of getting to know the person that you want learn from
*…
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Sep 3, 2021
Building a High-Value Network with JR Rivera, Ep. 327
Jonathan says his teachers said he would never amount to anything. From a straight "D" student who barely graduated high school, to a businessman living an extraordinary life of limitless possibilities. On top of being a real estate investor, he is also the founder of the Podcast Factory Agency.
During our conversation, we talk about accessing high-value peers and attracting high-value clients. JR shares how he developed his marketing skills and insights to help you do the same. Let’s dive in to hear Jonathan’s influential story.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:45] Opening Segment
* Jonathan talks about his background.
* How he decided that real estate was the way out.
* How he started investing.
[04:45 – 19:10] Tips on How to Become Successful
* How podcasts helped Jonathan grove.
* The perfect marketing system
* How he started his podcast and how it helped
* JR talks about the importance of finding a mentor,…
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Aug 31, 2021
$175 Million in Apartments in 2 Years with Zach Haptonstall, Ep. 326
Zach Haptonstall is the CEO and Co-Founder of Rise48 Equity in Phoenix. He is also an official member of the Forbes Real Estate Council. He was born and raised in Phoenix and graduated Summa Cum Laude from the Walter Cronkite School of Journalism at Arizona State University. He went on to earn his MBA from Grand Canyon University and became part-owner of a healthcare company after years grinding it out in healthcare sales.
Searching for a way to gain back control of his time and achieve passive cash flow, Zach sold his shares in healthcare and discovered Multifamily Investing. He closed his first deal in 2019. Today, his company Rise48 Equity has a portfolio totaling over $175 Million of Assets Under Management in the Phoenix Metro.
Let’s dive in to learn more about Zach’s multifamily journey and the Phoenix market.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 10:00] Opening Segment
* Zach talks about his background.
* How he decided that mu…
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Aug 27, 2021
Managing Risk, Evaluating Coaches with Henry Daas, Ep. 325
Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described 'ordinary guy', and now personal finance coach!
Born in Brooklyn at the tail end of the Eisenhower years, he has lived his entire life in and around NYC. He has lived his life in and around money, as well - from cutting lawns as a kid to managing a stock portfolio as an adult. And everything in between.
He built his consulting business, Daasknowledge, to help provide professional coaching for entrepreneurs & business owners of companies with top line sales under $10M. His debut book, FQ: Financial Intelligence is the culmination of his six decades of financial knowledge and experience.
Let’s dive in to learn more about coaching with Henry.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:30] Opening Segment
* Henry talks about his background.
* How his course turned into a book
* Financial Literacy
[04:55 – 19:50] Financial Literacy and Risk
* The mis…
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Aug 24, 2021
How Blockchain and Technology Are Impacting Real Estate with Nikolai Ray, Ep. 324
Nikolai Ray is the founder and the CEO of MREX as well as a professor in real estate financial engineering at MREX Collage. He is regarded as one of North America’s leading experts in apartment investing with over ten billion dollars worth of analysis, underwriting, and transactions.
Let’s dig in to learn more about MREX and how it’s going to impact the real estate industry.
[00:01 – 04:55] Opening Segment
* Nikolai talks about his background.
* The upbringing and challenges Nikolai faced to become who he is.
* What lead him to real estate
[04:55 – 16:50] Access to Real Estate
* Understanding the importance of ownership
* Nikolai explains how MREX came to be and what it is for
* How investors can use MREX.
* Why recognizing gaps and inefficiencies is important.
[16:50 – 29:29] Blockchain and Real Estate
* What is blockchain?
* How blockchain and other technologies will impact the real estate industry
* The conveniences that blockchain will bring…
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Aug 20, 2021
How They Help Hispanics Create Passive Income with Lennon Lee and Stony Stonebraker, Ep. 323
Lennon Lee and Stony Stonebraker hit it off as they pursued their investment goals and acquired interests in properties in Texas and Florida. At the same time, Lennon built a popular monthly multifamily meetup in Miami.
Their chance meeting at that lunch led to a partnership in teaching the advantages of passive investing in commercial real estate to other families. From the Multifamily Meetup to educational resources to teaching youngsters in Big Brothers & Big Sisters how to play the Cash Flow game, they continued to reach out to their communities. And finally, it led to the creation of Passivo REI, with a focus on the Latino investor.
Let’s welcome Lennon and Stony to the show and learn more about the Florida market and their approach to real estate.
[00:01 – 03:25] Opening Segment
* Lennon and Stony talk about their backgrounds.
* How they started investing.
* How they formalized their company Passivo.
[03:25 – 18:20] The Florida Market and Marketing
* Stony bre…
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Aug 17, 2021
What to Look for in a Broker with Lee Kiser, Ep. 322
Lee Kiser is Principal and Managing Broker of Kiser Group, which he co-founded in 2005 with his partner, Estella Kiser (General Counsel, Kiser Group). Lee has assembled the team that has led Kiser Group from a small start-up firm to the company it is today.
Today, Lee remains an active broker in addition to running Kiser Group, and has a personal career transaction volume greater than $3 Billion.
Let’s welcome Lee to the show and learn more about how he and his firm bring an innovative, dynamic perspective to mid-market multifamily real estate.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:40] Opening Segment
* Lee talks about his background.
* Going from being a broker to launching your firm.
* How he and his spouse play into their strengths in their firm.
[05:40 – 16:06] The Mid-Market and The Best Way to Grow
* Lee explains what mid-market is.
* Why the mid-market space.
* What an investor should be looking for when looking to…
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Aug 13, 2021
Dominating with Digital Marketing and Video with Krista Mashore, Ep. 321
Krista Mashore has been in the top one percent of realtors and she has personally sold 2,200 homes and averages a 100 homes a year. She is the author of four best-selling books focused on digital marketing and she has been featured in Forbes, The Wall Street Journal, NBC, Fox, and much more.
Let’s dig in to learn how Krista leverages digital marketing to dominate.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:16] Opening Segment
* Krista talks about her background.
* How she became a top real estate agent.
* Why always being innovative matters.
* How she built a reputation as the foreclosure queen.
[05:16 – 14:30] Digital Marketing and Video
* How she started using video and how it worked for her
* How video helps with SEO
* Why videos are a lot more useful than other content
* The advantages of creating content with video
* How the content you create can improve your business
[13:18 – 21:09] Content Strategies
* Krist…
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Aug 10, 2021
Connecting $30MM of Equity for Real Estate with Esther Reizes-Lowenbein Ep. 320
Esther Reizes-Lowenbein has redefined the face of real estate by offering professional and on-demand services. Esther works with commercial real estate as a realtor, investor, and syndicator and she has successfully closed over three hundred million dollars in commercial transactions. She has helped to connect investors with over thirty million dollars worth of private capital in just eight months and she is recognized as a serial networker.
Let’s dive right in to learn more about the importance of networking in real estate and how it’s done.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:04] Opening Segment
* Esther talks about her background and how she began her journey.
* The reason people are leaving NY at this time.
* Why doing business in business-friendly states is important.
[05:04 – 13:18] The Market and Networking
* Esther’s transition from residential to commercial.
* How she raised thirty million dollars in eight mon…
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Aug 6, 2021
Email Marketing Super Tips with Chase Dimond, Ep. 319
Chase Dimond is currently a partner at Structure - a top e-commerce marketing agency where he runs the e-mail team. Since 2018, he has helped his clients send over a billion e-mails, resulting in over fifty million dollars in email attributable revenue - what an amazing accomplishment! Some of their clients include Organe, theChive, and Crossnet.
Let’s dive right in to learn more about e-mail marketing and e-commerce.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 04:58] Opening Segment
* Chase talks about his background and what has sparked him.
* What led him to learning marketing at a very young age.
* Why he dedicated himself to gain awareness.
[04:58 – 21:40] Community and Digital Platforms
* Why building community from an authentic place is important.
* The importance of the written word, visual and audio.
* Using platforms that reward creators.
* Facebook vs. Twitter
* The e-commerce approach
[21:40 – 39:41] Email Market…
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Aug 3, 2021
What You Have to Do When Buying a Property with Bryan Chavis, Ep. 318
Bryan has spent the last two decades building successful real estate ventures. His best-selling books “Buy it, Rent it, Profit” and “The Landlord Entrepreneur” are considered essential guides for investors looking to build lasting wealth through multifamily real estate.
Bryan is also the runner of a private equity firm called “Chavis Capital” and he also launched “The Multifamily Metrics Academy” which is all about coaching and consulting to help leaders get into the real estate space with their certification.
Let’s dive right in to learn more about the five phases that you must master and Bryan’s approach to systems and procedures.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 05:24] Opening Segment
* Bryan talks about his background and where his focus has consistently been
* The five phases of real estate that you have to master.
* Why implementation is so important.
* What you need for success.
[05:24 – 17:20] Why P…
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Jul 30, 2021
Buying Companies and Real Estate with Joseph and Jasmine Mims, Ep. 317
Today we are talking to Joseph and Jasmine Mims. They are the owners of Abundant Culture, a private equity investment company that buys funds and grows small businesses.
Let’s dig in to learn more about their inspiring story, how they managed to succeed with no experience starting out.
If you are interested in multifamily and want to review a sample deal, check out our special download of a sample deal package on casmoncapital.com/sampledeal, and join our mailing list to get tips on exclusive investment opportunities.
[00:01 – 12:02] Opening Segment
* Let’s welcome Joseph and Jasmine to today’s episode.
* They share their background and what led them to start Abundant Culture.
* What they did to take action.
* How they overcame hardships.
[12:02 – 22:45] Abundant Culture
* Creating an opportunity out of thin air.
* Building your confidence.
* Joseph and Jasmine talk about how Abundant Culture came about.
* Why culture is important.
* What they look for…
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Jul 27, 2021
Empowering Women through Real Estate with Kaylee McMahon, Ep. 316
What gets Kaylee out of bed every day is her determination to create financial independence and a space for those in codependent and toxic relationships, which hampers their ability to visualize and manifest an amazing reality.
Kaylee has done home flipping, note buying, active/passive investing in apartments, and sometimes is her own lender. She has purchased over $68.2 million in multifamily real estate as a general partner and principal. She sold over $3 million in residential real estate before transitioning into her current full-time syndication role.
Let’s dig in to learn more about her story and how she empowers women through real estate.
[00:01 – 04:30] Opening Segment
* Kaylee shares more about her background and her journey.
* How she empowers women through deals.
* Reducing toxic codependency.
* What you need for success.
[04:30 – 17:20] Her Approach to Multifamily and The Market
* She talks about the competitive market
* How she creates value with th…
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Jul 23, 2021
Creating a Better Deal Flow System with Zack Boothe, Ep. 315
Zackary Booth is a former window cleaner who is now a successful real estate investor. He has built a major business and he spends his time helping others see how simple it is to make money with real estate. Zack is here to share his insider secrets to find massively discounted properties regardless of your experience level.
Let’s dig in to learn more about Zackary’s story, and why he chose to move forward with wholesaling.
If you are interested in multifamily and want to review a sample deal, check out our special download of a sample deal package on casmoncapital.com/sampledeal, and join our mailing list to get tips on exclusive investment opportunities.
[00:01 – 07:36] Opening Segment
* Let’s welcome Zackary Booth to the show.
* Zackary shares some context of his background and his journey.
* Why he chose wholesaling
[07:36 – 15:29] The Magic of Wholesaling
* Zack breaks down wholesaling and marketing.
* How to make cash without making any dept
* The majo…
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Jul 20, 2021
How She Built a Rental Portfolio in a Hot Market with Leka Devatha, Ep. 314
Leka is a real estate developer and broker based in Seattle, Washington. She moved to the US from India fourteen years ago. In 2014, she left her corporate strategy role at Nordstrom to found Rehabit Homes, a company focused on residential redevelopment. She has since spearheaded hundreds of transactions, developing over $50M in real estate.
Leka has been featured on numerous podcasts and other media including Business Insider and BiggerPockets. She was also a chapter contributor in the newly published book 'The Only Women in The Room'.
Let’s dig in to learn more about her inspiring story.
Announcement: Download Our Sample Deal and Join Our Mailing List
[00:01 – 06:15] Opening Segment
* Leka shares more about her background and her career journey.
* How she decided to switch to real estate and her first deal
* Taking the lessons from her first deal and learning from them
[06:15 – 16:48] Newbie to Expert
* Her being not exposed to real estate until she did through c…
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Jul 16, 2021
Generate More Leads with Facebook and Inside Sales with Gustavo Munoz Castro, Ep. 313
Gustavo Munoz Castro is a former Microsoft Senior Engineer turned real estate agent, turned inside sales guru. Now he has 65 agents strong making about 50k outbound dials a day, and his teams set 100 appointments with buyers and sellers every day mostly from Facebook leads.
Let’s dive in.
If you are interested in multifamily and want to review a sample deal, check out our special download of a sample deal package on casmoncapital.com/sampledeal, and join our mailing list to get tips on exclusive investment opportunities.
[00:01 – 12:25] Opening Segment
* Gustavo shares more about his background and his career journey.
* How Gustavo made the transition into real estate.
* The transition process and learning curve from engineer to real estate.
* Gaining opportunity through experience.
[12:25 – 20:30] Gustavo’s Company, His Team, Inside Sales and What They Do
* Gustavo talks about the inside sales role
* How an inside sales agent is a pillow marketer in real esta…
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Jul 13, 2021
Investing in a Real Estate Fund with Michael Episcope, Ep. 312
Michael Episcope is the CEO of Origin Investments with over 5,000 units and $2 billion in assets. He co-chairs the Investment Committee and oversees investor relations, marketing, and company operations.
Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth.
If you are interested in multifamily and want to review a sample deal, check out our special download of a sample deal package on casmoncapital.com/sampledeal, and join our mailing list to get tips on exclusive investment opportunities.
[00:01 – 05:04] Opening Segment
* Michael shares more about his business and his journey.
* Various types of funds and their benefits in Michael’s business
* Market goals, being able to pick and choose the best investment.
[05:04 – 12:18] The Strategy on the Different Funds
* Who is our customer?
* Michael’s suite of products for the different customers.…
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Jul 9, 2021
Getting Directly to Multifamily Owners with Max Fisch, Ep. 311
Max Fisch’s passion for real estate has led to numerous finance jobs, the starting of his own consulting business, and investing in various types of real estate.
He buys, rehabs, and flips properties with a focus on Philadelphia with an average deal size of five hundred thousand dollars plus; his operation is low volume with around 46 rehabs annually but in addition, he does about 25 to 35wholesale transactions each year.
Let’s dive in to learn more about wholesaling, rehab, and the market in the Philadelphia Area.
* If you are interested in multifamily and want to review a sample deal, check out our special download of a sample deal package on casmoncapital.com/sampledeal, and join our mailing list to get tips on exclusive investment opportunities.
[00:01 – 05:25] Opening Segment
* Let’s welcome Max Fisch to the show.
* Max shares some context of his background and his journey.
* The transition of Max from being a mortgage broker to real estate investing with the…
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Jul 6, 2021
International Investing and Failing Forward with Christian Ross, Ep. 310
Christian Ross is one of Atlanta's most respected and recognized top-selling brokers whose success has flourished into an international client base expanding through Europe, South America, Israel, Canada, and Australia.
She has been featured in Forbes, Money, Modern Luxury Interiors Magazine, Realtor Magazine, Real Estate Agent Magazine, Atlanta Agent, the Atlanta Journal-Constitution, and Simply Buckhead.
Let’s dig in to learn more about her inspiring story, how she reaches international investing and failing forward to success.
[00:01 – 05:45] Opening Segment
* Let’s welcome Christian Ross to today’s episode.
* Christian shares more about her background and her career journey.
* Lessons from experiencing different swings in the market
*
* Always look at the data to understand what happened in the past and what would happen in the future.
[05:46 – 17:17] International Investing and Failing Forward
* How Youtube has helped her to reach and expand her intern…
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Jul 2, 2021
Managing 31 Units and Motherhood with Anette Talie, Ep. 309
Born and raised in Lima, Perú, Anette Talie moved to Florida and acquired her Bachelor of Architecture from Florida Atlantic University.
Due to the financial crisis and great recession, in 2010, Anette started looking for other options besides Architecture to reach financial freedom. in 2012, she acquired her first investment property. Today, Anette manages 31 units and hosts her Podcast “Real Estate Deal Closers Show”. Her current goal is to continue to grow and help others obtain their financial freedom by investing passively.
Let’s dig in to learn more about her inspiring story and how she manages 31 units.
[00:01 – 09:19] Opening Segment
* Let’s welcome Anette Talie to today’s episode.
* Anette shares more about her background and her career journey.
* How Anette jumped into real estate.
* The transition process and learning curve from architect to real estate property management.
* Gaining opportunity through connection and networking.
* Share to the p…
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Jun 29, 2021
Breaking Down 506c, 506b, Reg A, and Crowdfunding with Nic McGrue, Ep. 308
Today’s guest is Nic McGrue. Nic is an attorney at polymath legal PC, where he handles transactional matters in the areas of syndication real estate business and entertainment. He received his undergraduate degree from the University of Washington. At Washington, Nic was a student radio talk show host, the vice-president of his fraternity, an officer in the Business Club, and the pre-law club founder.
Let’s dig in to learn more about finding the right funds for your deals and working with passive investors.
[00:01 – 06:19] Opening Segment
* Let’s welcome Nic McGrue to today’s episode.
* Nic shares more about his background and his career journey.
* I talk about how we met.
* The Security and exemption of working with passive investors in real estate.
* Nic talks about the most common exemption and funds that he is working on.
[06:20 – 16:45] Breaking Down 506c, 506b, Reg A, and Crowdfunding
* The difference and how to choose between 506C and 506B
*
* W…
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Jun 25, 2021
Creative Deal Structures with Edna Keep, Ep. 307
Former Certified Financial Planner Edna Keep discovered the power of real estate in 2007. Since then, Edna and her husband Warren have amassed a $65M Real Estate Portfolio, primarily multi-family and primary with OPM.
Since 2014 she has been training and coaching real estate entrepreneurs who want to scale their real estate business into multi-family with Investor Capital. Along the way, Edna has learned that Mindset is 90% or more of a person’s success and specifically attributes her success to studying and always working at improving her mindset.
[00:01 – 09:35] Opening Segment
* Let’s welcome Edna Keep to today’s episode.
* Edna shares more about her background and how she got to where she is today.
* What people should know about the financial planner industry.
* Edna shares about her first investment purchase.
[09:36 – 23:20] Creative Deal Structures
* The scaling process with a creative way of structuring deals.
* Edna shares her experience with her fir…
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Jun 22, 2021
How She Became a Full-Time Multifamily Investor with His Help with Daisy Serrano and Luc D'Abreau, Ep. 306
Today’s guests are Luc D’Abreau and Daisy Serrano. This husband and wife team serve as Managing Partner for Make It Rain Capital, a private equity multifamily investment firm focused on acquiring apartment properties.
They now live in Austin, Texas, and are limited partners in 445 units in Central Texas.
Let’s dig in to learn more about buyer's representation, especially in the 1031 exchange, establish credibility to brokers and the market growth in Kansas City,
[00:01 – 03:44] Opening Segment
* Let’s welcome Luc and Daisy to today’s episode.
* Luc shares more about the background on construction, engineering and beginning investing passively in Real Estate
* Daisy tells about her career in international education/ counseling and quitting her W2 to go full time into the multifamily space.
[03:44 – 12:56] Transitioning to Real Estate Investments
* Days talks about their transitioning from her W2 to become passive investors.
*
* Building a business around…
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Jun 18, 2021
How He Went from the Military to Multifamily with Brian Briscoe, Ep. 305
Today’s guest is Brian Briscoe, the co-founder, and principal in the real estate investment firm Four Oaks Capital. He is also the host of the Diary of an Apartment Investor podcast, helping aspiring apartment investors become experienced apartment investors.
He is an active duty marine Lieutenant Colonel in the United States Marine Corps and is currently stationed at the Pentagon.
Let’s dig in to learn more about Brian's inspiring story of how he went from the Military to the Multifamily.
[00:01 – 05:30] Opening Segment
* Let’s welcome Brian Briscoe to the show.
* Brian shares more about the background of his career journey and how he got into real estate.
* The power behind leverage in real estate.
[05:31 – 16:15] How He Went from the Military to Multifamily
* The reason why he pivoted to multi-family investing.
* Brian shares his plan to focus on four oaks capital after retiring from the Marine Corps.
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* Syndication
* Educational course
* Cashflow…
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Jun 15, 2021
Become a Credible Buyer and Stand out to Brokers with Alex Olson, Ep. 304
Today’s guest is Alex Olson, a real estate agent based in Kansas City, Missouri. He helps all sorts of buyers, especially those with 1031 exchanges. Alex and his colleague Logan Freeman have taken real estate brokers to the next level, developed a proven system to help their clients to identify cash-flowing deals, develop a trusted team, and ensure that a 1031 exchange is secure.
Let’s dig in to learn more about buyers representation especially in the 1031 exchange, establish credibility to brokers and the market growth in Kansas City,
[00:01 – 07:19] Opening Segment
* Let’s welcome Alex Olson to the show.
* Alex shares some context of his background and his journey in commercial real estate.
* The challenges of agents to step into buyer representation in commercial real estate.
* 1031 exchange buyers representation.
[07:20 – 14:19] Become a Credible Buyer and Stand out to The Brokers
* Alex breaks down how to position ourselves as a credible buyer vs. tire-kic…
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Jun 11, 2021
Monetize and Maximize Your Marketing Leads with Chris Craddock, Ep. 303
Today’s guest is Chris Craddock, the Founder and CEO at The Redux Group, a nationally acclaimed real estate team. He is the host of the Uncommon Real Estate Podcast, a Realtor, real estate investor and coach, and entrepreneur who runs multiple successful businesses in the Washington DC Metro area.
Let’s dig in to learn more about what it takes to be an investor-friendly agent, the market dynamic in the DC area, and how to monetize your marketing byproducts.
[00:01 – 07:40] Opening Segment
* Let’s welcome Chris Craddock to the show.
* Chris shares some information about his background and his journey in real estate.
* Imperfect action trumps perfect inaction.
* The synergy of business and relationships.
* Building the brokerage with a focus on the investor and agent.
* Understand your value and be selective on who you work with.
[07:41 – 14:54] Being An Investor Friendly Agent
* What it takes to be an investor-friendly agent.
* Chris shares some tips for i…
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Jun 9, 2021
Leveraging in The Industrial Space with Neil Wahlgren, Ep.302
Today’s guest is Neil Wahlgren, the Chief Operating Officer of MAG Capital Partners. Neil brings nearly two decades of leadership in operations and capital markets. Prior to MAG Capital Partners, he led a Bay Area real estate investment firm, raising capital for over $200MM in projects.
Before entering the real estate world, he was a pilot for C-130 in both the Air Force and the Navy, logging over 2,500 flight hours with combat tours to both Iraq and Afghanistan.
Let’s dig in to learn more about his inspiring journey, the net lease industrial space, and what it takes to be a good real estate operator.
[00:01 – 10:20] Opening Segment
* Let’s welcome Neil Wahlgren to the show.
* Neil shares some information about his background.
* The transition preparation and process from the military to the real estate industry.
* Neil shares a story of why he wanted to transition from full-time active duty flying to a real estate professional.
[10:21 – 18:30] The People-First M…
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Jun 7, 2021
How to Leverage Your Network and Raise Capital with Brian C Adams, Ep. 301
Today’s guest is Brian C. Adams. He is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has ten years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing.
Let’s dig in to learn more about Brian’s inspiring experiences in raising capitals, leveraging networks, and the abundance mindset.
[00:01 – 12:30] Opening Segment
* Brian shares the story about his background and career journey.
* Do’s and Don’ts of capital raising for newer operators.
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* Ego-oriented pitching approach vs. empathetic pitching approach
* If you ask for advice, you will get money; if you ask for money, you will get advice.
* Providing what people need and what they will be looking for in the investment opportunity.
* The scales of people’s privilege in networking.
[12:31 – 17:10] How to Leverage and Build Network to Raise Capital…
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Jun 1, 2021
The Best Tips and Insights from 300 Episodes!, Ep. 300
In today’s special episode we are celebrating our 300th episode! We are going to be talking about some best tips and insights that we have uncovered in almost 300 episodes of The Target Market Insight Podcast, and in addition to that, I will share a little background of this podcast show and how I got into multifamily.
So let’s jump into it!
[00:01 – 08:22] Opening Segment
* I share brief information about today’s topic.
* I share a little background about The Target Market Insights Podcast show.
* This show is really geared towards helping anyone figure out how to invest in multifamily whether you are an active investor or passive investor.
* What made me really adamant about getting its multifamily and getting to the point where I wanted to launch the show.
* I talk about the current focus of our company.
* If you are interested to join our investor list, visit https://www.casmoncapital.com/new-investor-form.
[08:23 – 17:21] Episode 300; Key Insights That W…
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May 28, 2021
Facebook and Instagram Ads: How to Get the Biggest Bang for Your Budget with Kevin Urrutia Ep.299
Today’s guest is Kevin Urrutia, the co-founder of New York-based Voy Media, who specializes in creating for clients Facebook and Instagram ads that are sophisticated and super creative. Kevin's team is usually half on-site and half around the world. During the lockdown, they have all been working remotely. Kevin also has his own podcast, called Digital Marketing Fastlane which helps you to build, launch, grow and scale a successful online business.
Let’s listen to Kevin to learn more about service-based businesses and establishing the right marketing strategy.
[00:01 – 07:44] Opening Segment
* Kevin shares the story about his background and career journey in marketing.
* Kevin talks about his experience in building and growing multiple businesses.
[07:45 – 16:50] The Quality Control of Service Based Industry
* The idea and motivation behind Maid Sailors Company.
* How Kevin find customers and market Maid Sailors
* Managing the quality control of the service-based…
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May 25, 2021
Triple Net Lease Opportunity with Dan Lewkowicz, Ep. 298
Today’s guest is Dan Lewkowicz, a seasoned real estate veteran with over 15 years of experience in many facets of real estate. He is a former business development executive for Amazon in Detroit. Currently, Dan is the Director of Investment Sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive repair and parts stores.
Let’s listen to Dan to learn more about triple net lease opportunities.
[00:01 – 07:10] Opening Segment
* Dan shares his career journey in corporate and real estate.
* The landscape of commercial real estate.
* Dan shares some advice for people wanting to get in the commercial real estate lane.
[07:11 – 22:07] Triple Net Lease Opportunity
* The ideal profile for Net Lease Investor.
* The downside to the triple Net Lease Deal.
* What it takes to get on the list of the triple, he transact
* Why Net Lease becomes an att…
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May 21, 2021
Earn Your Way to Be A Thought Leader by SEO with John Vuong, Ep. 297
Today’s guest is John Vuong. He is a seasoned sales professional and internet marketer with an exceptional track record helping companies grow their clientele and profit. Through 15 years of experience working with CEOs, business owners, and marketing leaders at some of Canada’s most successful corporations, John developed a deep understanding of local marketing dynamics and he has created his own company Local SEO Search, in 2013.
Let’s listen to John to learn more about earning your way to be a thought leader with SEO.
[00:01 – 08:35] Opening Segment
* John shares his career journey to the point that he built his own company.
* What is SEO, and how it impacts business owners.
* How the map component of google works.
[08:36 – 15:25] Earn Your Way to Be The Thought Leader by SEO
* Be in the mindset of the users.
* Earn your way to be the thought leader
* The sense of business impact in organic SEO.
* Local SEO works with any business.
* If you are interes…
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May 18, 2021
How to Pivot and Stay Ahead in a Hot Market with Bruce Wuollet, Ep. 296
Today’s guest is Bruce Wuollet. He is the president of Bakerson LLC in Arizona, Phoenix. He has been in business since 2002 with over 70 multifamily projects, and he wholesales over 2,000 houses.
Let’s listen to Bruce to learn more about his incredible experience in multifamily and also the phoenix market growth.
[00:01 – 08:29] Opening Segment
* Bruce shares his history in the multifamily, the founding of his company, and the story behind the name 'Bakerson.'
* The pivot from a marketing standpoint to creating deal flow in wholesale.
[08:30 – 18:35] Converting a motel to an apartment.
* Bruce talks about his take on the current Phoenix Market.
* Bruce shares his experience in being outbid on the deal and understanding the landscape of the Phoenix market.
* Converting a motel to an apartment.
* Understanding the dynamic in working with local government officials.
* If you are interested in multifamily and want to review a sample deal, check out our special do…
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May 14, 2021
Working in a Tag Team with Your Spouse with Pili Yarusi, Ep. 295
Today’s guest is Pili Yarusi. She is a loving mother and a wife. Her goal is to lead with aloha.
She is the co-founder and operator of Yarusi Holdings, along with her husband, Jason. Yarusi Holdings is a multifamily investment firm that repositions underperforming properties through operational efficiency, rebranding, and value add renovation.
Let’s listen to Pili to learn more about working in a tag team with your spouse, the different ways to see monetization, Clubhouse, and much more.
[00:01 – 09:00] Opening Segment
* Pili explains the meaning of her slogan “Leading with Aloha.”
* Pili talks about her background as a Hawaiian and her business.
[09:01 – 20:09] Working in a Tag Team with Your Spouse
* The challenges to working with your spouse.
* Pili shares some tips in parenting and homeschooling your children.
* The importance of communication in you working with your spouse.
* If you are interested in multifamily and want to review a sample deal, chec…
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May 11, 2021
Creating Green, Sustainable, and Affordable Housing with Matt Ryan, Ep. 294
Today’s guest is Matt Ryan. With over ten years of experience in real estate and construction, Matt founded Re-Viv to re-engineer residential and Commercial Real Estate in underserved communities. His company follows his passion for urban policy, building technology, and social impact Ventures.
Let’s listen to Matt to learn more about creating affordable housing and also the co-living concept.
[00:01 – 06:21] Opening Segment
* Let’s get to know Matt Ryan.
* Matt talks about his background.
*
* He started in construction energy efficiency green building.
* Matt shares the genesis of his company Re-Viv.
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* Understanding the power of energy and energy renewal.
* Innovative, affordable housings.
[06:22 – 13:21] Creating Green, Sustainable and Affordable Housing
* Matt shares how he found his life mission and vision to help create more affordable houses.
* Stability within housing and stability within cost
* The Idea of Green Building.
* College-edu…
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May 7, 2021
Making the Deals Come to You with Beau Berry, Ep. 293
Today’s guest is Beau Beery, a real estate professional and author of Multifamily Investors Who Dominate. He has been in the commercial real estate business in Florida since 1999. He has a bachelor’s degree in marketing and a master of science degree in real estate. He also holds a CCIM designation.
Let’s listen to Beau to learn more about multifamily and the Northern Florida market.
[00:01 – 11:33] Opening Segment
* Let’s get to know Beau Beery
* Beau talks about his background.
*
* He has been doing multi-family for 20 years
* How to stand out and increase your deal flow?
*
* Investor are kind of clueless about the market status
* It’s not about finding deals but becoming the type of investor and doing the right things; the deals will come to you.
* Beau talks about Florida market status to give you the idea about how rare it is for deals to come to the market.
* You can not find these deals, these deals find you, and it is done by brokers.
* Be…
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May 4, 2021
Expanding Beyond Your Personal Network with Jonathan Barr, Ep. 292
Today’s guest is Jonathan Barr started in acquisitions of single-family higher-end flips. Eventually, he got into ground-up developments and repositioning of multifamily buildings. Jonathan has been involved in 400+ projects during that period. When it comes to multifamily, he has been involved in property management, leasing, and construction and has a good grasp of the business as a whole.
Let’s listen to Jonathan to learn more about multifamily and expanding your network.
[00:01 – 07:01] Opening Segment
* Let’s get to know Jonathan Barr
* Jonathan talks about his background.
*
* Grew up in a real estate family.
* Why he did not want to work with his parents in real estate at first.
* The reason he wanted to join real estate and do it differently than his parent.
*
* Scaling in multifamily.
[07:02 – 16:20] Multifamily Investing in Kansas City
* Advice for investors to scale in multifamily and take the leap of faith.
*
* Find a good mentor or c…
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Apr 30, 2021
Improve Your Lead Funnel and Deal Flow with Axel Ragnarsson, Ep. 291
Today’s guest is Axel Ragnarsson. He is the founder of Brickleaf Properties, a real estate investment firm that currently owns and manages approximately $7.2M in real estate. They have flipped numerous homes, and they have been a principal party in 18 million dollars worth of transactions.
Let’s listen to Axel to learn more about strategies and tactics to build up a lead funnel and consistent deal flow.
[00:01 – 08:01] Opening Segment
* Let’s get to know Axel Ragnarsson
* Axel talks about his background.
*
* He got into real estate since he was in college.
* Axel talks about his attempt to have a day job other than real estate.
* Get around the income and qualifying for different loan products.
[08:02 – 19:14] Strategies and tactics to build up a lead funnel and deal flow
* Balancing the cash flow to fill the daily needs and refinance capital.
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* Creating the deal flow
* Building the marketing funnel
* Strategies and tactics to build up a lead f…
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Apr 27, 2021
What this former NFL Draft Pick Wishes He Knew with Jorge Cordova, Ep. 290
Today’s guest is a very special one, especially with the NFL draft right around the corner; we got Jorge Cordova. He is an NFL Alumni, Entrepreneur, Philanthropist, and Real Estate Investor. In this episode, we will be talking about his experience in his sports career to the transition he went through after being released from the team, and how he figured out the next step in his life.
Let’s listen to Jorge to learn from his inspiring life story and how he transitioned to the real estate world.
[00:01 – 05:00] Opening Segment
* Let’s get to know Jorge Cordova.
* Jorge talks about his background.
*
* Born and raised in San Diego, California.
* He is a first-generation Mexican in America.
* Instilled with a hard-working ethic since he was little.
* the first of his high school to earn a division 1 scholarship
* He got a full-ride scholarship to the University of Nevada Reno.
* Jorge shares about his sports career and life.
*
* The Jacksonville Jaguars d…
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Apr 23, 2021
Why You Should Always Work for Equity with Christopher Nelson, Ep. 289
Today’s guest is Christopher Nelson, an incredible author and the Co-Founder and Principal of Wealthward Capital, a private equity investment firm. Wealthward Capital invests in multifamily assets, self-storage, and commercial debt instruments.
Let’s listen to Christopher to find out more about his book and some of the things he has been working on for now.
[00:01 – 05:25] Opening Segment
* Let’s get to know Christopher Nelson.
* Christopher talks about his background.
*
* He had 20-year as a technology professional.
* Christopher talks about how he found his way to the real estate industry.
*
* He read Rich Dad, Poor Dad by Robert T Kiyosaki.
* Building wealth for capital and passive income.
* Christopher shares why he chooses to jump into real estate investing
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* The income and the benefits of real estate.
* Non-correlated to the market.
* Christopher talks about his experience when most of his worth is tied into one asset.
[05:26 – 13:19]…
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Apr 20, 2021
The Case for Multiple and Passive Streams of Income with Seth Bradley, Ep. 288
Being a coal miner has to be one of the toughest professions in America. Seth Bradley watched first hand as his father worked the coal mines in West Virginia and quickly realized he was going to need a more professional job, indoors with lights and air conditioning. He figured being a doctor or lawyer are the two most revered careers so he ultimately chose law.
Seth Bradley is a practicing attorney and the Managing Partner at Law Capital Partners. He has invested in multifamily syndications to generate passive income and take advantage of the favorable tax perks. He hosts the Passive Income Attorney Podcast and shares his journey with others. We discuss his upbringing, why he pursued passive income, and how he evaluates opportunities.
Partner: Download our Sample Deal Package
Key Insights
* A son of a coal miner father from a small town in West Virginia
* His father took him down into the coal mine to show him what he didn’t want to do with his life
* Seth thought the best…
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Apr 16, 2021
Lessons Learned from a $500,000 Rip-Off with Daniel Wood, Ep. 287
Have you ever been ripped off?
This is the greatest fear of most real estate investors. Unfortunately, Daniel Wood knows all too well what it’s like to be taken by a charlatan investor. He hired a “coach” for his first deal and was promptly ripped off for $400,000 pounds or about $500,000 USD.
Now, Daniel Wood is a specialist in raising capital for real estate (or "finance for property" as they say across the pond). Over the past decade, he has raised over $10 million pounds (~$12-13 million USD) for property investments. He launched Momentum Property Education to help others navigate real estate investments, raise capital for deals, and grow a portfolio.
Being based in Sweden, the local regulations made it difficult to invest in his country, so he chose the UK as his focus. In this episode, he shares how he was ripped off for $400,000 pounds, how he invests from afar, vetting partners and team members, and how he raises capital for deals.
Partner: Download our Sample Deal Pa…
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Apr 13, 2021
Real Estate Virtual Tours and Visual Media with Alex Taylor, Ep. 286
With offices and common areas closed, many apartment communities and real estate investors had to rely more heavily on the digital experience. While some only used pictures, the savvy teams focused on visual media, including videos and virtual tours. Technology served to be a key differentiator for apartment communities dedicated to delivering a premium experience and making a strong first impression. And these tools are no longer reserved for the big players. The affordability has come down drastically, according to Alex Taylor of Oval Room Group.
Alex is an experienced entrepreneur & business owner with a demonstrated history of working in the real estate industry. His current company, Oval Room Group, is a nationwide single source real estate visual media provider. By combining extensive real estate knowledge with a wide array of technology, focused on planning, development, and post project marketing, this platform is revolutionizing the way real estate marketing & content is bein…
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Apr 9, 2021
How to Grow a Podcast and Meetup with Adam Adams, Ep. 285
Podcasts have grown to over 1,950,000 shows with over 47 million episodes. As more people discover podcasts, the opportunity to build a personal brand and connect with others is increasingly growing. Although podcasts are a great form to connect with others. Podcast marketing is a challenge. Adam Adams is setting out to help with podcast marketing.
Adam Adams is a multifamily investor and marketer who will teach you how to grow your show. One of the challenges with podcast marketing is discoverability, so Adam has devised a process to help podcasters grow their audience. Adam Adams is a syndicator and podcast host of The Apartment Investing Show.
Adam is passionate about meetups, social media, and podcasting. In this show he shares how he grew his meetup to get invited to Meetup.com’s Headquarters. He also shares best practices for podcast marketing, and tips to grow on social media.
Partner: Download our Sample Deal Package
Podcast Marketing Insights to Grow Your Show
* Meet…
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Apr 6, 2021
How to Invest in Apartments like a Lender with James Eng, Ep. 284
Banks provide the majority of capital for apartment acquisitions, so you might expect that they have systems and processes to evaluate deals and determine if they want to make a loan. Considering the sheer volume of deals they review, they’ve been able to create shortcuts to determine the level of risk a deal poses. James Eng from, Old Capital believes investors can learn from this approach.
James Eng has over 15 years of experience in commercial real estate lending, starting his career as a loan underwriter at GE Capital Real Estate. In 2015, he joined Old Capital where he is currently the National Director.
He has worked with hundreds of investors to help them acquire over $1BN in multifamily properties totaling over 14,000 units nationwide. James combines his finance, risk, and investor background to find the best loan for clients and to be an indispensable advisor throughout the life cycle of a deal. In this episode he shares the three things he examines closely on a deal, insi…
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Apr 2, 2021
How Many Entrepreneurs Waste Money and Struggle Financially with Sylvia Inks, Ep. 283
There are many small business owners that have a great product or service but struggle with their business finances. This pandemic has seen many businesses close as soon as there was an interruption in operations. Even worse, many of these companies have been wasting money that could have helped them generate greater profits.
Sylvia Inks identifies that many of these owners just need a little help understanding their finances and managing their budget. Sylvia is a business coach, finance expert, and speaker who teaches small business owners how to grow profitable businesses by focusing on systems, pricing, and diversification with 5+ income streams.
She is the author of the #1 Amazon best-selling book, “Small Business Finance for the Busy Entrepreneur – Blueprint for Building a Solid, Profitable Business.” And in this episode, she shares how owners can stop wasting money, determine appropriate pricing strategies, and create more profits.
Partner: Download our Sample Deal Packa…
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Mar 31, 2021
3 Passive Real Estate Investing Strategies with Taylor Loht (Bonus)
Taylor Loht is the host of the Passive Wealth Strategies for Busy Professionals podcast. He has identified 5 real estate investing strategies and shares them on his website. In this bonus clip, he highlights the first three: Syndication, Turnkey, and Note Investing.
Syndication
Investing alongside other investors to work as a group to buy a commercial property. This works for apartments, self-storage, mobile home parks, and more.
Turnkey
Investing in 1-4 unit residential properties that have been renovated and are ready to rent with a property manager in place.
Mortgage Notes
Become the bank by purchasing notes and collecting the monthly mortgage payments. Options include investing in senior or junior lien positions.
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Mar 30, 2021
Passive Investing Strategies for Busy Professionals with Taylor Loht, Ep. 282
Intrigued with real estate investing, but concerned about picking up a second job and more headaches, Taylor Loht searched for new investing strategies. As a busy professional himself, he understood the importance of learning passive investing strategies and sharing those insights with others. He has partnered in over $50 million in multifamily and self-storage investments, as both a general partner and passive investor through tax-advantaged retirement accounts.
Taylor is the founder of NT Capital and host of the Passive Wealth Strategies podcast. He teaches busy professionals how they can invest in real estate without dealing with tenants, toilets, and termites. He lives in Richmond, Virginia, where he started and runs the monthly Richmond Multifamily Investors Meetup, trains Brazilian Jiu-Jitsu, and actively contributes to BiggerPockets.
We sat down with Taylor to get his thoughts on the F.I.R.E. movement, insights on passive investing for busy professionals, and why he pivoted hi…
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Mar 26, 2021
How to Make Money with Amazon and eCommerce with Mike Begg, Ep. 281
Amazon continues to bloom as a juggernaut in eCommerce. They are opening a $1.5 billion new air cargo hub in the Cincinnati market to help with same-day deliveries. Most people are consumers of Amazon, or maybe even stock investors, but few understand how to make money on the eCommerce side of the business.
To learn more about making passive income on Amazon, we connected with an eCommerce entrepreneur, Mike Begg. Mike started out in the commercial retail sector before seeing the opportunity with eCommerce. He started selling low-cost items like ebooks before creating a full-fledged business. Now, he helps others and runs a digital marketing agency dedicated to advertising on Amazon.
In this episode, he shares thoughts on retail and consumer behavior, how to get started making money on Amazon, and insights to grow an eCommerce business.
Partner: Download our Sample Deal Package
How to Start or Make More Money on Amazon
* Started out with Sears real estate development and knew th…
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Mar 23, 2021
The #1 Tip to Land High-Net-Worth Investors with AdaPia d’Errico, Ep. 280
Raising capital is one of the key elements of apartment syndication. To be successful, you need a network of high-earning professionals that are able and willing to invest in your deals. The next level is being able to secure private equity from investors that can routinely write six and seven-figure investments. AdaPia d’Errico works with institutional investors like family offices to invest passively in multifamily apartment deals.
AdaPia d’Errico is a visionary leader with 20+ years of experience across countries, cultures, and both corporate and start-up environments. She is a respected fintech entrepreneur, executive and evangelist who brought real estate crowdfunding into the mainstream. Today, she is a Principal and the VP of Strategy of the real estate private equity firm Alpha Investing where her firm invests in multifamily, senior housing, and affordable housing nationwide with a portfolio of over $1.5BN in property value. AdaPia is also an author and a powerful keynote…
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Mar 19, 2021
The Unexpected Risk of Paying Down Your Mortgage with Curtis May, Ep. 279
Becoming financially free is a top goal for many people. The usual first step is to focus on getting out of debt by paying off your mortgage and big liabilities. While this advice has been preached by the Dave Ramsey and Suze Orman types, this could actually be a huge mistake, according to personal finance advisor, Curtis May. In fact, he shares that paying off your mortgage could actually make you poorer and expose you to more risk.
There is good debt (that helps you make money) and bad debt (that costs you money). He believes you should leverage good debt in the same way a business would treat good debt. But debt is just one aspect of financial freedom. When looking at a mortgage, he shares that paying down the mortgage actually helps the lender, while putting you in a more risky position. Curtis elaborates on this and shares his 5 principles of personal finance to help people become financially free.
Curtis is the creator and owner of Practical Wealth Advisors (PWA) and host of…
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Mar 16, 2021
Finding Smoking Deals in a Tight Market with Jason Stubblefield, Ep. 278
Jason Stubblefield has been investing in real estate for over a decade, beginning with single-family homes. He eventually became a broker with Keller-Williams. Like many others, he realized being a real estate investor on multifamily properties would be a better path to scale his portfolio. He is a general partner in over 900 multifamily units and has developed a knack for finding smoking deals in a tight market.
After high school, Jason set a number for himself and once he met it financially, he realized he wasn’t fulfilled in his career path, and the thought of dying in a cubicle triggered him to take action. This journey led him from the Marine Corps to computer science, and then real estate. He started buying single-family houses but realized he wasn’t scaling quickly enough, which led him to multifamily.
Jason is invested in growing markets in the Southeast region. He lives in Lawrenceville, Georgia just outside of Atlanta. His portfolio includes deals in KY,…
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Mar 12, 2021
How to Get Clients to Trust You with Stace Caseria, Ep. 277
Only 37% of US consumers trust the brands they buy. That means 63% make a purchase and just hope it works out. Buy why do so few consumers trust the brands they buy? And more importantly, how can you get clients to trust you and choose your product or services over the competition?
This goes deeper than simply telling people they can trust you or even highlighting your expertise. Building trust takes time and there is a proven approach that delivers results. To learn more about gaining clients through building trust, we spoke to Stace Caseria, a marketing and communications specialist.
Stace is the founder of Trust Deep Branding Agency and an award winning branding expert with 20 years of experience. He focuses on creating long-term loyalty between businesses and individuals built on deep trust. He got his start at MAD Magazine and has created communications and strategy for Realty Mogul, Bose, Delta, Panasonic, Vail Resorts and others.
Stace breaks down how your branding should be…
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Mar 9, 2021
How a Newbie Raised $6 Million in 30 Days with Josh Ferrari, Ep. 276
Raising money for real estate can be daunting for many investors, especially when you are a newbie. How do you get people to trust you when you have no track record or credibility as an investor? These were the challenges facing Josh Ferrari when he went from newbie to raising millions in just 30 days. apartment investor by raising $6 million in 30 days.
Josh is based in Mobile, Alabama and has a background in aerospace. His first real estate deal was a house-hack, where he lived at the property and handled all of the renovations. Then he scaled up to commercial apartments and tapped into his network to raise $6 million.
Josh shares how he was able to raise so much money as a newbie investor with actionable tips that any investor can employ. He also covers the challenges he faced getting started as a newbie investor. He also highlights the Mobile market and why he sees opportunities there going forward.
Key Insights
* Using podcasts, real estate meetups and a mentor to learn abou…
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Mar 5, 2021
Smart PropTech for Apartment Investors with Kyle Finney, Ep. 275
Smart apartment technology, also known as PropTech, provides opportunities to improve operations and profitability for property owners. There are multiple ways to leverage technology to increase a property’s value and NOI. Kyle Finney joined the business development team at Arize to bring emerging technology to real estate.
One of the questions for investors is will renters pay for smart technology? Amenities and services like smart locks, lighting, and thermostats have the ability to improve a resident’s experience. In addition, water leak detectors protect owners from unnecessary costs. Kyle is seeing smart technology adding an additional $30-60 per month per unit.
Kyle has worked alongside commercial real estate professionals in both Phoenix and Las Vegas, heading up initiatives for gaining insight, adopting new tech, and carryi