Prosperity Through Multifamily Real Estate Investing

For today's episode we talked to Michael Fordham. Michael has over 20 years of real estate and banking experience.  Michael practiced corporate and securities law for 18 years with investment banks JPMorgan Chase & Co. (New York City) and Credit Suisse, A.G. (Zurich, Switzerland). Michael founded Silverado Lending as a part of his passion for real estate. He enjoys helping other investors grow their businesses.  Michael has syndicated multiple New York City multifamily property investments and has ‘BRRRR-ed' single-family homes, land, and multifamily properties. Michael Shares his key ideas that led him to real estate and founding Silverado Lending. He talks to us about how his experience as a securities lawyer and being risk averse has helped him establish his current business. Tune in and don't miss this episode!  For today's episode we will cover:  [ 00:00 - 09:56  ] Guest Intro: Michael FordhamMichael's backgroundFrom the equities market to looking at alternative assets like real estateHaving alternative assets to hedge against downside risks  [ 09:56 - 18:20  ]  Hesitancy in stepping out of the world of equitiesPoint where you realized this is my new career pathRisk aversion and its influence on your businessA little bit more about Silverado Lending [ 18:20 - 33:07 ] Borrower selectionOne of the big risksInvesting thesis and what's on the horizonOther hedges in place to protect yourself and your risk in transactionsNot in a circumstance where you can afford to let the market cure youWhat's in the future forecast [ 33:17 - 34:42 ]  Rapid fireWhat do you like to do for your continued education to further your investing?What was that one defining moment of time or events in your investing career that changed your trajectory?What advice would you give to the listeners to help them grow their businesses Tweetable Quotes:   Connect With Guest:Website: https://www.silveradolending.com/LinkedIn: https://www.linkedin.com/in/michael-fordham-b127092/  SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn BateyLinkedIn: https://www.linkedin.com/in/johnbatey/ Facebook: https://www.facebook.com/john.l.bateyBrian AlfaroLinkedIn

Episode 131: In today's episode we are excited to give you the second installment of our conversation with guest Saket Jain. He goes deep into his experience with syndication, the lessons he learned and the kind of investor you want to be.  Saket is a #1 bestselling author, investor, syndicator, tech enthusiast, and philanthropist Saket Jain is the Founder and CEO of Impact Wealth Builders where he's passionate about achieving financial freedom through real estate.   He has over 15+ years of experience in real estate investing. Over the last 5 years, Saket has taken a particular interest in class B/C multifamily apartments in markets that have strong fundamentals. Saket, along with his partners, has built a portfolio of over 2000 units totaling $200M in assets across several US markets, generating consistent double digit annual returns. In addition to investing, Saket currently serves as a Business Operations leader at Airbnb Headquarters. Prior to that, Saket, in his role as a business consultant built, launched and led profitable new ventures in the technology and financial sectors. Check out this episode to find out how to come out on top in the face of uncertainty! For today's episode we will cover: [ 36:51 - 52:01  ] Syndication is a full time job, Why do it?First syndication forayBe the most active passive investorLose our emotional attachment to money [  52:01 - 58:11 ] Rapid fireWhat do you like to do for your continued education to further your own investing?The single moment of time or maybe event that really changed the course of your business?Advice you would give the listeners to help them grow their businessesTweetable Quotes:  Connect With Guest:Website: https://impactwealthbuilders.com/LinkedIn: https://www.linkedin.com/in/jainsaket/E-mail: saket@impactwealthbuilders.com  SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn BateyLinkedIn: https://www.linkedin.com/in/johnbatey/ Facebook: https://www.facebook.com/john.l.bateyBrian AlfaroLinkedIn: https://www.linkedin.com/in/balfaro89/Facebook: https://www.facebook.com/brian.alfaro89#activevspassiveinvesting#diversification#multifamily

Episode 130: The road to successful investing is a winding one so today we will learn from our guest Saket Jain about his journey from corporate America, being laid off, deciding he has to take control of his life, and what it takes to be an investor. #1 bestselling author, investor, syndicator, tech enthusiast, and philanthropist Saket Jain is the Founder and CEO of Impact Wealth Builders where he's passionate about achieving financial freedom through real estate.   He has over 15+ years of experience in real estate investing. Over the last 5 years, Saket has taken a particular interest in class B/C multifamily apartments in markets that have strong fundamentals. Saket, along with his partners, has built a portfolio of over 2000 units totaling $200M in assets across several US markets, generating consistent double digit annual returns. In addition to investing, Saket currently serves as a Business Operations leader at Airbnb Headquarters. Prior to that, Saket, in his role as a business consultant built, launched and led profitable new ventures in the technology and financial sectors. Check out this episode to find out how to come out on top in the face of uncertainty! For today's episode we will cover: [ 00:00 - 18:36  ] Guest Intro: Saket JainSaket's backgroundYour income cannot be a major source of cash flowTransformation is going to happen [  18:36 - 36:51 ] Who do I need to become to invest?Diversification vs focusing on one verticalNobody invests their 401K to double next yearPassive takes the emotions out Tweetable Quotes:  Connect With Guest:Website: https://impactwealthbuilders.com/LinkedIn: https://www.linkedin.com/in/jainsaket/E-mail: saket@impactwealthbuilders.com  SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn BateyLinkedIn: https://www.linkedin.com/in/johnbatey/ Facebook: https://www.facebook.com/john.l.bateyBrian AlfaroLinkedIn: https://www.linkedin.com/in/balfaro89/Facebook: https://www.facebook.com/brian.alfaro89#activevspassiveinvesting#diversification#multifamily

Episode 129: In this episode, Cody and Brian share a conversation about what they've been seeing in the market. It's a completely different landscape and people are fearful but it's not as bad as it seems. They also share why it's important to stay active and why being a hyper selective investor in this market cycle can be beneficial. Tune in to find out how to take advantage of the current market trend! Cody LaughlinCody Laughlin is a co-founder and Managing Partner of Blue Oak Capital. He is the director of Acquisitions and Chief Investment Officer and oversees the company's acquisitions and business development. Cody has eleven years of experience in alternative investments. Prior to Blue Oak Capital, Cody was the founder and President of Laughlin Investment Group, LLC, a privately held real estate investment group where he managed the company's acquisition portfolio of residential real estate. In addition to his entrepreneurial ventures, Cody worked as a Registered Nurse in the Texas Medical Center. Brian AlfaroBrian Alfaro is a real estate entrepreneur and local Houston business owner. After spending over 14 years focused on Operations in a Franchise business, Brian facilitated the opening & growth of a multi-location café business in Fort Bend county serving thousands an upscale coffee experience. Brian's primary role at Blue Oak Capital is focused on Investor Relations, Marketing & Brand Development. Brian believes in leveraging a brand & scale to add value to both our residents & investing partners.Brian currently holds ownership interest as a General Partner in 787 multifamily units.  For today's episode we will cover: [ 00:00 - 09:28  ] A conversation about what we've been seeing in the marketThe real estate market is a completely different landscapeA lot of people are driven by fearThere's a lot of fearful people in the market, it's a great time to build your business [  09:28 - 22:10 ] Real estate have always been a patience type gameThe greatest recessions come from circumstances we can't predictWhat are you hearing from brokers?Why you have to stay active [ 22:10 - 28:54  ] You really need to be in tune in your investor networkInvestors are being hyper selective about what they're investing in Tweetable Quotes: Connect With Guest:Website: LinkedIn: SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn BateyLinkedIn: https://www.linkedi&

Today we share an episode of The Real Estate Breakthrough Show with Christina Suter where Cody and Brian are guests. Listen in as they share key insights about Blue Oak investments, the secrets to their success, and why it's important to always remember that in this industry, it's all about serving the people. Cody LaughlinCody Laughlin is a co-founder and Managing Partner of Blue Oak Capital. He is the director of Acquisitions and Chief Investment Officer and oversees the company's acquisitions and business development. Cody has eleven years of experience in alternative investments. Prior to Blue Oak Capital, Cody was the founder and President of Laughlin Investment Group, LLC, a privately held real estate investment group where he managed the company's acquisition portfolio of residential real estate. In addition to his entrepreneurial ventures, Cody worked as a Registered Nurse in the Texas Medical Center. Brian AlfaroPrior to joining Blue Oak Capital, Brian managed an investment company specializing in the residential asset class. Passionate about helping others succeed, he sources and brokers investment transactions for investors. Brian's extensive background in operations, marketing, and brand development in high-volume hospitality concepts plays a role in ensuring investing partners receive a first-class experience.  For today's episode we will cover: [ 00:00 - 12:11 ] About Blue Oak CapitalReal estate can challenge you as a human beingOur job is to be problem solversWhy Blue Oak didn't fail[  12:11 - 22:42 ] You can't panic It starts with a good property management teamYou really make your money on the renewalsBlue Oak's investment strategy[  22:42 - 34:39 ] Repositioning a propertyRemembering that you serve peopleTaking care of your investorsGood companies and investor relations Tweetable Quotes: Connect With Guest:Website: https://blueoakinvests.com/Instagram: https://www.instagram.com/blueoakcapital/?hl=enFacebook: https://www.facebook.com/blueoakcapital/Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featuredLinkedIn:https://www.linkedin.com/company/blueoakinvests/ Connect with Cody: Linkedin: https://www.linkedin.com/in/cody-laughlin-35067660/Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.inst

Episode 127: We are excited to have as guest a good friend Jeff Davis. Jeff is a global logistics sales executive for a Fortune 100 company based in Houston, Texas. He's a global supply chain and logistics professional. Since 2005, Jeff began investing in real estate in 2015 as a single family landlord and in 2021 divested all of his single family assets and moved entirely into multifamily. In today's episode, Jeff shares his knowledge and expertise on the global supply chain, inflation caused by supply chain disruption, consumer demand, and other black swan events. He also talks about why and how he got into real estate and his transition from residential to multifamily. Tune in to find out about his success story! For today's episode we will cover: [ 00:00 - 16:27  ] Guest Intro: Jeff DavisJeff's backgroundJeff's expertise on the global supply chainBlack swan events [  16:27 - 27:18 ] The Shanghai Container Freight IndexThe underlying issue is supply chain disruptionConsumer demand is starting to pull back a little bitWhat happens 12 to 18 months from now [ 27:18 - 35:23 ] Looking to still be active? And if so, why?Real estate is a long term gameInvesting thesis and what's on the horizon [ 35:23 - 40:02 ]  Rapid fireWhat do you like to do for your continued education to further your investing?What was that one defining moment of time or events in your investing career that changed your trajectory?What advice would you give to the listeners to help them grow their businesses? Tweetable Quotes: Connect With Guest:Website: https://www.multifamilyadvice.com/LinkedIn: https://www.linkedin.com/in/jeff-davis-34a98015/ SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!   Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn BateyLinkedIn: https://www.linkedin.com/in/johnbatey/ Facebook: https://www.facebook.com/john.l.bateyBrian AlfaroLinkedIn: https://www.linkedin.com/in/balfaro89/Facebook: https://www.facebook.com/brian.alfaro89#multifamily#globalsupplychain#realestate

Episode 126: For today's episode we have Cody as guest on The Gold Collar Investor Podcast and we get to find out his beginning as an accidental landlord and where he is now in the real estate space. He talks about how he was able to pay two mortgages by putting a tenant on his first, his transition from single family to multifamily real estate, and what it's like being at the tail end of getting away from his W-2. Cody Laughlin is a real estate entrepreneur and thought leader with over 10 years of real estate investing experience. Cody's core investing thesis has been focusing on acquiring existing multifamily assets across central Texas and other various markets across the US since early 2019. After aligning with his partners, Brian Alfaro and John Batey, Blue Oak Capital was formed and to date the company holds ownership interest in 787 multifamily units as General Partners. For today's episode we will cover: [ 00:00 - 08:04 ] Guest intro: Cody LaughlinCody's backgroundStill a health care provider, making the transitionFirst house, having a hard time selling it and why [  08:04 - 17:49 ] Directly into multifamily or buy more single family homes Introduced to commercial real estateA new goalWhat's stopping you from quitting now [ 17:49 - 24:11 ] Target number from a revenue perspectiveThe numbers on the first multifamily deal and getting the capital for itDoing own deals now or still cosponsoringA phenomenal vertical to add to your portfolio [ 24:11 - 28:43] Taking the lead roleWhen was the first time you invested outside of Wall Street?Did you have any fears at the time to overcome when you did that?One investment that did not go as expectedAdvice you would give to people who are thinking of investing in Main Street that is outside of Wall Street Tweetable Quotes: Connect With Guest:Website: https://blueoakinvests.com/Instagram: https://www.instagram.com/blueoakcapital/?hl=enFacebook: https://www.facebook.com/blueoakcapital/Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featuredLinkedIn:https://www.linkedin.com/company/blueoakinvests/ Connect with Cody: Linkedin: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.faceboo

Episode 125: Becca Hintergardt is the Owner of Hint Investments and a Multifamily Investor. She specializes in helping others craft a plan to live a passive income lifestyle through commercial real estate investing. She currently lives in Nosara, Costa Rica. Her life in the tropics is largely supported by passive income from her multifamily real estate investing.  Becca's team is under construction on their newest asset, a 100-unit Quality Inn Motel in Arizona that they are converting to 65 multifamily units.   Additionally, she has invested in and overseen multiple projects, and she is an LP on several buildings totaling over 450+ units throughout Texas. Becca is inspired to help others live an authentic life of passive income freedom and location independence through real estate investing. Join us as she shares how she was able to live a passive income lifestyle by design which paved the way for her move to Costa Rica. She also goes deep into the multifamily space, vetting operators and investing for social reasons. Tune in to learn more about how you can live your dream lifestyle too! For today's episode we will cover: [ 00:00 - 13:59  ] Guest Intro: Becca HintergardtBecca's backgroundLifestyle by design from a passive income portfolioTransition from a well established career to the current lifestyle [  13:59 - 31:36 ] Becca's current projects  Conservative underwriting is subjective for this business modelThis multifamily game really starts with the jockey, not the horseStress test sensitivities and making decisions to acquire deep value add projects in the A and B space [ 31:36 - 38:29 ] Creating something that doesn't exist for people that really need itInvesting for social reasons [ 38:29 - 41:04 ]  Rapid fireWhat do you like to do for your continued education to further your own investing?What is your inspiration that gets you motivated to get up and do what you do every day?What advice would you give to the listeners to help them grow their businesses? Tweetable Quotes: Connect With Guest:Website: https://www.hintinvestments.com/ LinkedIn:https://www.linkedin.com/in/becca-hin... Email:  becca@hintinvestments.comInstagram: Instagram: https://www.inLinktree: https://linktr.ee/rodkhleif SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!   Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn BateyLinkedIn: https://www.linkedin.com/in/johnbatey/ Facebook: https://www.facebook.com/john.l.batey

Episode 124: In this episode, Cody is a guest on the “How Did They Do It Podcast” and he shares his real estate journey. He goes deep into why and what it took for him to transition from single family to multifamily real estate and why he thinks we shouldn't be overwhelmed with going bigger faster. Cody Laughlin is a real estate entrepreneur and thought leader with over 10 years of real estate investing experience. Cody's core investing thesis has been focusing on acquiring existing multifamily assets across central Texas and other various markets across the US since early 2019. After aligning with his partners, Brian Alfaro and John Batey, Blue Oak Capital was formed and to date the company holds ownership interest in 787 multifamily units as General Partners. For today's episode we will cover: [ 00:00 - 06:53 ] Guest intro :  Cody LaughlinCody's backgroundContinue education or complete pivot to real estate?The pivoting point to real estate [  06:53 - 14:14 ] Biggest change in the shift to multifamily Steps taken to get into multifamily and barriers in the first dealHow Cody saw multi family as a pathway to financial success and how he envisioned life would look like for him and his familyThe first deal and what he had to face [ 14:14 - 20:51 ] Creating a partnership from a business standpointFinding the best places to build out your network and meet potential partners and investorsContinuing to focus on real estate while almost everybody sat backCompleting the first deal and following up with consequential investments and opportunities [ 20:51 - 23:50] The biggest refinement from the first to get to the second dealWhat and how real estate investing impacted Cody's life One thing Cody knows now about real estate that he wished he knew beforeOne thing that sets successful people apart in real estate investingTweetable Quotes: Connect With Guest:Website: https://blueoakinvests.com/Instagram: https://www.instagram.com/blueoakcapital/?hl=enFacebook: https://www.facebook.com/blueoakcapital/Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featuredLinkedIn:https://www.linkedin.com/company/blueoakinvests/Connect with Cody:Linkedin: https://www.linkedin.com/in/cody-laughlin-35067660/Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing! Invest with us! Check out Blue Oak Investments  Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://ww

Episode 123: Rod Khleif is a multiple business owner and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country's top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. His experience involves both remarkable triumphs, and spectacular fai;ures, which he affectionately calls “seminars” Rod will explain the mindset required to recover from losing $50million dollars in the crash of 2008 to the success he enjoys today. Rod brings incredible authenticity and insight to his approach to real estate, mindset, success, and life. Rod talks real estate, the psychology of success, and business topics in great depth, contributing first hand, technical, and motivational knowledge and skills to the conversation. Rod also founded The Tiny Hands Foundation, which has benefited more than 11,000 children in need.  This is an episode full of gems so be sure to take notes! For today's episode we will cover: [ 00:00 - 05:47  ] Guest Intro: Rod KhleifRod's storyThe importance of mindset and psychologyThe mindset it took to recover[  05:47 - 12:38 ] Strategies that will hopefully help  How Rod recoveredTake some notesPut a time limit on each goal[ 12:38 - 23:10 ] Pick your number one goalWrite down why you must achieve itGet pictures of your goalsRod's bootcamp[ 23:10 - 35:35 ]  Once you've got your mind rightPeer groupFocusNever achieve a big goal without having other goals behind it[  35:35 - 44:24 ]  Fulfillment is an artRod's secret sauceWhat do you like to do for your continued educationAdvice to the listeners to help them grow their business  Tweetable Quotes: Connect With Guest:Website: https://rodkhleif.com/?sl=igoLinkedIn: https://www.linkedin.com/in/rodkhleif/Youtube: https://www.youtube.com/channel/UCbb357-0yQw0kdNelWKrSkAFacebook: https://www.facebook.com/rodkhleifofficial?sl=igoLinktree: https://linktr.ee/rodkhleifSUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!   Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn BateyLinkedIn: https://www.linkedin.com/in/johnbatey/ Facebook: https://www.facebook.com/john.l.batey

Episode 122: There are countless ways to get into real estate. Our guest for this episode Kevin Brenner, talks to us about getting started in real estate investing through real estate investment funds.Kevin began his real estate investing journey in late 2018 after using his Veteran Affairs (VA) loan entitlement to house hack a Quadplex in Savannah, Georgia. Through careful quality improvements, Kevin was able to renovate each unit and raise rent over $500 per month per unit. Less than six months later, Kevin used his newfound knowledge and leveraged his network to raise $85,000 to close on another Quadplex in the same neighborhood! In July of 2019, Kevin joined the ranks of the Active Duty Passive Income team where he dedicated himself to helping other service members and veterans achieve similar success in real estate. Kevin regularly uses his platform as Co-Host of the Active Duty Passive Income Podcast, founder of Operation A.T.O.M., The Action Takers Only Mastermind, and Director of Single Family Education to mentor thousands of military real estate investors worldwide looking to build passive income through smart investments! Join us as Kevin shares important information about passive investing, investment funds, funds structure, the Reg A model, and diversification. Surely an episode you shouldn't miss! For today's episode we will cover: [ 00:00 - 09:49 ] Guest Intro: Guest Intro: Kevin BrennerKevin's backgroundMultifamily' s the way, how can I get more?Learning about funds [  09:49 - 16:00 ] Why don't we crowdfund this?The Reg A modelThe Reg A is not designed for real estate Mini IPO [ 16:00 - 24:42 ] The time and cost elementIn a Reg A fund is it volume or deal by dealThe ADPI ecosystemWhy we should consider looking at a fund structure as a passive investor [ 24:42 - 41:54]  The fund aspectDiversificationAs a passive investor you're never investing on the asset, you're investing in the teamMost retail investors don't know about tax benefitsIs the minimum flexible?Do you worry about the economy when you have low investment minimums? [  41:54 - 45:24 ]  What Kevin does to educate himself to further his investingMoment in time that altered the trajectory of his businessAdvice that will help listeners grow their real estate businessesTweetable Quotes:  Connect With Guest:Website: https://www.adpicapital.com/LinkedIn: https://www.linkedin.com/in/kevin-brenner-pmp-783471b6/ SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!   Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

Episode 121: In today's episode we have the founders of the Equity Yield Group, a real estate investment firm specializing in institutional grade multifamily assets, in great markets, sourced, qualified, and managed by an experienced team.Ryan Webster is Managing Partner, and Founder of  Equity Yield Group. He is an NHBA award winning home builder, experienced real estate professional, and entrepreneur. Ryan has over a decade of experience owning and operating a Midwest based construction, and development company with a wide range of project experience managing new construction, and value add multifamily projects.Warren Dresner Managing Partner, Co-founder, has 20 years' experience in finance, insurance and real estate in the USA, UK and Australia, with a focus on deal management, deal execution and project management. He began investing in real estate in 2010 and has experience in both Single-Family Homes and Multifamily Apartments. He is currently invested in over 2,000 units across the South-East and Midwest.Today, they will take us through their real estate journey from single to multifamily deals, the current market cycle and what this means for multifamily real estate, and what the future holds for the multifamily space. Don't miss it! For today's episode we will cover: [ 00:00 - 06:47 ] Guest Intro: Ryan Webster and Warren DresnerRyan's backgroundWarren's backgroundPushing the envelope on customer service [  06:47 - 16:02 ] Transition to A class quality assetsHas investor appetite changed in this market cycle?The bank is your biggest investor True fundamentals [ 16:02 - 30:08 ] Holding periods and types of return profiles being realized in institutional quality assetsWhy staying in the affordable A class space works so wellStructuring the equity sideWhat the vetting process look like [ 30:08 - 43:31 ] Downside of institutional capitalA point on controlChanges to their investment and business strategyForecast for the multifamily market over the next five years [ 43:31 - 46:12 ] What do you like to do for your continued education to further your own investing (Warren)What do you like to do for your continued education to further your own investing (Ryan)A defining moment  that changed the course of your trajectory (Ryan)trajectory (Ryan)A defining moment  that changed the course of your trajectory (Warren)Advice for listeners to help them grow their businesses (Warren)Advice for listeners to help them grow their businesses (Ryan) Tweetable Quotes: Connect With Guest:Website: https://equityyieldgroup.com/Youtube: www.youtube.com/channel/UC4aRGm_b8VPbBKxMqZ_qYIwFacebook: www.facebook.com/pages/category/Real-Estate-Investment-Firm/Equity-Yield-Group-104940504437848/Ryan Webster: LinkedIn: www.linkedin.com/in/ryan-webster-3104841a9Warren DresnerLinkedin: https://www.linkedin.com/in/warren-dresner-353b8239Facebook: https://www.facebook.com/wdresner

Episode 120: “I don't think we've ever purchased something that was listed since 2015 or 16” is a testament to how important building relationships can be in this industry so today, we talk to our guest Andrew Cushman, founder and principal at Vantage Point Acquisitions.  His passion drives him forward in entrepreneurial endeavors but his easygoing, friendly spirit is what builds lasting friendships with his investors and business partners. He shares his relationship building process, and the role it plays in furthering his business Andrew is a former chemical engineer who found his entrepreneurial calling in real estate. In 2007, Andrew left his corporate position to start a business in real estate investment, starting off flipping single family properties in Southern California. Sensing a shift in the market, in 2011 Andrew transitioned to multifamily acquisitions and has successfully syndicated and repositioned over 2,500 multifamily units. He is a frequent guest and panelist on Real Estate podcasts and educational forums. Outside of the business world, Andrew has been a certified alpine ski instructor and when not working in real estate enjoys surfing, backcountry skiing, and trying to not be outwitted by his two young children. For today's episode we will cover: [ 00:00 - 07:00 ] Guest Intro: Andrew CushmanAndrew's BackgroundThe next big thing and what builds lasting income and wealthMarkets diversified in and where time and effort goes [  07:00 - 23:24 ] Go deeper in a smaller areaBuilding relationshipsRelationship building process New strategies for this market cycle [ 23:24 - 39:07 ] Structuring your debt properlyMistake that sponsors and passive investors makeInstead of competing on price compete on executionThis is not gonna lead to a crash or widespread price declines [ 39:07 - 41:22]  We've lost the certainty and stabilityWhat's on the horizon and Vantage Point Acquisition[  41:22 - 44:46 ]  What Andrew likes to do to further his education in investingIs there one event that changed the course of your trajectory?Advice that will help listeners grow their real estate businesses Tweetable Quotes: Connect With Guest:Website: https://www.vpacq.com/LinkedIn: https://www.linkedin.com/in/AndrewCushmanVPA/YouTube: https://www.youtube.com/channel/UCr_PLJ2AoRH6PNc7Zi27XPAInstagram: https://www.instagram.com/vantagepointacquisitions/?hl=enSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!  Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook: https://www.facebook.com/cody.laughlin.543 Instagram: https://www.instagram.com/codyblueoakcapital/?hl=enJohn Batey

Episode 119: There's two ways to do real estate: active and passive. If you're into real estate because you want financial and location independence, the freedom to make an impact, time and freedom of choice, passive investing should be the path for you. To know more about this, we talk with Whitney Elkins-Hutten.  Whitney is the Director of investor education at passiveinvesting.com. She is a partner in $700M+ of real estate —including over 5000+ residential units (MF, MHP, SFR, and assisted living) and more than 1400+ self-storage units across 7 states—and experience flipping over $3.0M in residential real estate. In today's episode, she talks to us in detail about the difference between active and passive investing. She goes deep into how to find out if you want to start a real estate business or passively invest in real estate, and the freedoms that passive investing may provide. She also shares doing one's due diligence and how to vet operators should you decide to invest passively. This is one episode you shouldn't miss!For today's episode we will cover: [ 00:00 - 04:17 ] Guest Intro: Whitney Elkins-HuttenWhitney's backgroundFirst property, accidental landlordLiving and flipping and househacking [  04:17 - 13:07 ] Transition to multifamily real estateThoughts about Anthony Vicino's “Do you want to be a real estate investor or do you want to build a real estate business?”The five freedoms in life and passive investingPassive vs active investing [ 13:07 - 30:07 ] Becoming director of investor education at passiveinvesting.com and its responsibilitiesCommon themes as far as what  investors are looking forEducating investors on vetting sponsors and finding the right people to invest withThe type of control that the limited partner has [ 30:07 - 42:29]  Having a clear strategy and core thesis as an operatorToday's investing appetiteDoing one's due diligenceThe future trajectory at passive investing.com [ 42:29 - 44:25 ]  What Whitney likes to do to further her education in investingOne event that really changed Whitney's trajectoryDoing one's due diligenceAdvice that will help listeners grow their real estate businesses Tweetable Quotes: Connect With Guest:Website: PassiveInvestingwithWhitney.comhttps://www.passiveinvesting.com/whitney/https://www.passiveinvesting.com/LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/Youtube: https://www.youtube.com/c/PassiveInvestingDOTcomInstagram: https://www.instagram.com/whitneyhutten/?hl=en SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!   Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/Cody LaughlinLinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Facebook

Episode 118: Brian's primary role at Blue Oak Capital is focused on Investor Relations, Marketing & Brand Development. Brian believes in leveraging a brand & scale to add value to both our residents & investing partners.  After spending over 14 years focused on Operations in a Franchise business, Brian facilitated the opening & growth of a multi-location café business in Fort Bend county serving thousands an upscale coffee experience.He currently holds ownership interest as a General Partner in 787 multifamily units and in today's episode, Brian shares with us this interview where he is a featured guest of Ruben from the Capital Raisers show. He talks about the importance of marketing, building your brand, multifamily syndication,  and his process of using marketing tools to his advantage. For today's episode we will cover:  [ 00:00 - 12:00 ] Guest Intro : Brian AlfaroBrian's background and how he got into multifamily syndicationBuilding your brand, marketing, communication and education, nurturing investors and building a database of potential people to help Bringing active investors and capital raisers into his deals [  12:00 - 30:04 ] How and what it looks like to partner with BrianSpecialty within the multifamily asset class that Brian decided to dig his heels intoPeople in the Blue Oak team and what they doPeople and things that needed to be incorporated into their team as they go from co GP to GPManaging people to do the work or forming a team by themselves [ 30:04 - 38:32 ] Lightning RoundBest vacation Brian has ever takenFavorite bookHow long Brian wants to liveFavorite aspect of being a multifamily investorBrian's spiritual philosophy and its role in his successHacks for changing limiting beliefMiracle or near death experience?Something that Brian is afraid ofBrian's favorite childhood memoryWhat Brian loves about the coffee businessKind of impact Brian would like to leave in the worldBrian's thoughts about podcastingLast words of wisdom for the aspiring multifamily investor Tweetable Quotes: Connect With Guest:Website: https://blueoakinvests.com/Facebook: https://www.facebook.com/mfbalfaroYoutube: https://www.youtube.comInstagram: https://www.instagram.com/blueoakcapital/?hl=en/channel/UC3-13HguhVYtvZTHXoeS-ng/featuredLinkedIn: https://www.linkedin.com/in/balfaro89/ Podcast: "Prosperity Through Multifamily Real Estate Investing Podcast"SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook

Episode 117: As Director of Acquisition at Blue Oak Capital, Cody Laughlin says this time in the market is challenging, on the same note though, he says we are still in the expansion part of the cycle. In today's episode, Cody shares being a featured guest of Best Ever's Ash Patel. He talks to Ash about ways to acquire Mufti Family deals in a hypercompetitive market.Cody Laughlin is a real estate entrepreneur and thought leader with over 10 years of real estate investing experience. Cody's core investing thesis has been focusing on acquiring existing multifamily assets across central Texas and other various markets across the US since early 2019. After aligning with his partners, Brian Alfaro and John Batey, Blue Oak Capital was formed and to date the company holds ownership interest in 787 multifamily units as General Partners. For today's episode we will cover: [ 00:00 - 06:34 ] Guest intro :  Cody LaughlinCody's background and what he's focused onCody's partnersCody's thoughts on multifamily units [  06:34 - 10:37 ] The investing thesisThoughts on the market cycleValue add or buy fully renovated properties?Broker relationships[ 10:37 - 16:08 ] Getting in front of the competitionWining and dining brokers850 units, how many properties across?Primary value proposition [ 16:08 - 19:28]  Differences of multifamily in Columbus OH vs TexasRent growth, appreciation, and cap ratesExamples of marketing funnelsLeverage social media [ 19:28 - 23:14]  Niche in terms of size of units, purchase price, and cap rate?What's their return to investors?What separates Cody and his partners from other multifamily syndicatorsHow often they communicate with non investors in their databaseCody's best real estate investing advice ever [ 23:14 - 23:31]  Best ever lighting roundBest ever book Cody recently readBest ever way to give backTweetable Quotes: Connect With Guest:Website: https://blueoakinvests.com/Instagram: https://www.instagram.com/blueoakcapital/?hl=enFacebook: https://www.facebook.com/blueoakcapital/Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featuredLinkedIn:https://www.linkedin.com/company/blueoakinvests/ Connect with Cody: LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on

Episode 116: There's people who invest in real estate and people who build a real estate business. Anthony Vicino will tell us the difference and why you might want one over the other. He is a serial entrepreneur, Best-Selling Author, Investor, and Small Business Owner who successfully managed his own personal portfolio of multifamily assets spread across the country before joining forces with Dan Krueger in 2019 to create Invictus Capital. He helped build multiple multi-million dollar companies from the ground up by creating efficient systems that scale, utilizing value-based content marketing strategies, and always focusing on providing exceptional end-user experiences.Invictus Capital is driven to help people achieve financial security by providing solid multifamily-based investment opportunities in an environment of trust, transparency, and clarity.For today's episode we will cover: [ 00:00 - 07:38 ] Guest intro :  Anthony VicinoAnthony's backgroundReal estate is a vehicle for infinite impactVertically integrated right out of the gate [  07:38 - 16:49 ] What's transpired over the last twelve monthsHiring and getting good talentChallenges in the marketplace and its impact on Invictus multifamilyHow long will the interest rates continue to go up? [ 16:49 -24:52 ] The fundamentals are still very positiveLiquidity and cap ratesEven in an inflationary market real estate is still the best hedge It's never gonna look like the right moment [ 24:52 -36:34]  Lower your return expectationsThe concept of the anti portfolioEducation programs tend to focus on tactics not do much strategyAre you looking to invest in real estate or looking to build a real estate business?What's on the horizon for 2022 Tweetable Quotes:  Connect With Guest:Website: anthonyvicino.com  https://invictusmultifamily.com/Instagram: https://www.instagram.com/theanthonyvicino/?hl=enFacebook: https://www.facebook.com/advicino/Youtube: https://www.facebook.com/advicino/LinkedIn: https://www.linkedin.com/in/anthonyvicino/Linktree: https://linktr.ee/anthonyvicino Podcast: Multifamily Investing Made SimpleBook: "Raising Capital for Real Estate" SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #passiveinvesting#multifamily#opportunities

Episode 115: Having a background in economics, has allowed Hunter Thompson  to achieve a holistic approach to analyzing real estate data and has led him to have a unique perspective on out-of-state investing. The goal of his business is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility. Hunter analyzed and closed residential real estate acquisitions, hard money loans, bridge financing opportunities, commercial and residential syndications, mobile home parks, retail opportunities, and syndicated office space investments. He has worked with multiple asset teams across several geographic locations in the US and Canada. Hunter's main priority is establishing an extremely diverse portfolio without exposing client's capital to unnecessary risk. For today's episode we will cover: [ 00:00 - 06:15 ] Guest intro : Hunter ThompsonBackgroundPassive investingHow multi million dollar properties are purchased [ 06:15  - 12:11 ] Hunter's rocky start in real estate The European debt crisisHunter decides to create his first fundWhat changed after Hunter's first capital raise. [ 12:11 - 18:15 ] Access to good real estate deals comes with great responsibilityFounding a company to act as intermediary to vet opportunities on behalf of passive investorsThe driving thesis behind diversification and opportunities Hunter is looking to place investor capital inThe people that were able to weather the 2008 recession [ 18:15 - 26:54] Launching a bitcoin mining fundThe macroeconomic landscape and the drivers that impact Hunter's day to day decision makingAn incredible opportunity for real estate investors from top to bottomWhat inflation means for real estate investors [  26:54 - 38:48 ] An almost flattened yield curve, lagging wages, and a quantitative tightening cycleInput on the a rising interest environment and cap raise compressionCommunication in managing the expectations of retail investorsCurating list of 5 to 10 operators that Hunter is willing to work with and why it's critical [  38:48 - 43:52 ] Cap rate environmentThe IIREC conference What do you like to do for your continued education to further your own investing?The one event that really changed the course of HUnter's business [  43:52 - 44:46 ] Raise Masters coachingHunter's book "Raising Capital for Real Estate"What do you like to do for your continued education to further your own investing?Advice for listeners to help them grow their businessesTweetable Quotes: Connect With Guest:Website:https://asymcapital.com/https://raisemasters.com/apply-webinar-3https://100ktoinvest.com/register-freeTwitter:Facebook:https://www.facebook.com/hunterlthompsoncfc/https://www.facebook.com/groups/rcfre/https://www.instagram.com/hunterlthomps

Episode 114: Brian Alfaro is a real estate entrepreneur and local Houston business owner. After spending over 14 years focused on Operations in a Franchise business, Brian facilitated the opening & growth of a multi-location café business in Fort Bend county serving thousands an upscale coffee experience.Brian's primary role at Blue Oak Capital is focused on Investor Relations, Marketing & Brand Development. Brian believes in leveraging a brand & scale to add value to both our residents & investing partners.Brian currently holds ownership interest as a General Partner in 787 multifamily units.For today's episode we will cover: [ 00:00 - 05:25 ]  Meet Brian AlfaroShould passive investors be concerned with the rising interest rate environment?What happens when rates riseWhat we do as borrowers to hedge the risk [ 05:25  - 20:32 ] Rate CapBasic options for rate cap costThe Fed and Political PressureHow rising interest rates impacts passive investors [ 20:32 - 26:44 ] Things that are still working in our favorWe are in an inflationary periodTenured treasuryRecession [ 26:44 - 37:12] Length of time between the first rate hike and the first rate cutSupply and demandHow people are able to afford rent bumpsRent escalation through history [  37:12 - 42:39 ] Is it a scary time?One of the biggest advantages of a variable rate debtIt's still a great time to investTweetable Quotes: Connect With Guest:Website: https://blueoakinvests.com/Twitter:Facebook: https://www.facebook.com/mfbalfaroInstagram: LinkedIn: https://www.linkedin.com/in/balfaro89 SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #passive#interestrates#Investment

Episode 113: Growing up in the business of development, innovation in the build-to-rent space came naturally for Scott Choppin. He is the founder, visionary, and CEO of The Urban Pacific Group of Companies which concentrates on workforce housing. His primary focus is on Urban Town Houses (UTH) which has improved the lifestyles of families and other multi-earner households through cost-effective housing.Tune in to learn more about recession-resilient investment opportunities, how to evade seasonal leasing, and the advantages of UTH.For today's episode we will cover: [ 00:00 - 08:19 ]  Meet Scott ChoppinBackground and experienceGrowing up in developmentDevelopment vs. buying existing [ 08:19 - 16:12 ] Development of Workforce HousingLooking for niche opportunitiesStarting with Urban Infill EnvironmentsBuild-to-rent and Urban Town House Models [ 16:12 - 23:25 ] Inflation of Construction CostsRental vs. ValuationTesting Urban Town House ModelsEvading the seasonality of leasing [ 23:25 - 34:26] What kind of returns to expect when investing with ScottWorking with third-party syndicatorsStrategic reflection–thinking about the next recession to sellEconomic Sharing Concept [  34:26 - 39:34 ] Making investing much more enjoyableImproving lifestyles of multi-earner householdsMaking cost-effective standard designsGenerating opportunities for families to live in good neighborhoods [ 39:34 - 52:29] Final questions and investor adviceExploring competitive learningHow to create innovations Tweetable Quotes: Connect With Guest:Website: https://www.urbanpacific.comTwitter: https://twitter.com/scottchoppinFacebook: https://www.facebook.com/scottchoppin.businessInstagram: https://www.instagram.com/scottchoppin/LinkedIn: https://www.linkedin.com/in/scottchoppinSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #UrbanHousing#TownHouse#Investment

Episode 112: “Creating Legacy High performing Assets”Bruce is the founder, visionary and owner of Bakerson. Growing up in the bakery business in the Twin Cities in Minnesota, Bruce wanted to pay homage to his now late father; hence the name “Bakerson”. After trying his hands in a few different ventures in Minnesota, Chicago and Phoenix, he finally found his passion in real estate. He has a proven track record of success throughout Bakerson's nearly 18 years in business with thousands of individual units bought, repositioned and sold. Bruce has overseen all aspects of the business including operations, acquisition, project leadership, equity fund management, property specific syndications, legal, finance and more. His focus is finding good deals while his passion is serving the residents by providing them with one of their basic human needs – shelter. Prior to launching Bakerson in 2002, he served on the acquisition team at a Phoenix-based real estate investment company.For today's episode we will cover: [ 00:00 - 06:16 ]  Opening Segment.Getting to know Bruce Wuollet.Updates in the last year and a half. [ 06:16 - 09:51 ] Finding opportunities that align with your investment thesisBuying properties without the high execution risk.Challenges facing the new construction.Classes that are underserved. [ 09:51 - 15:39 ] Being priced out of today's marketplace.Supply chain issues and price increases.What happens when people lose hope.Living paycheck to paycheck [ 15:39 - 24:34] What to consider before expandingSeeing the recent migratory patterns.Protecting in the downturn.Taking care of your investor first.Investing in the long termLooking at the stability of the market [  24:34 - 28:16 ] How the European situation is affecting the Real Estate marketPutting money outside the normal marketWhy Europeans are investing into the US [ 28:16 - 35:25] More ways to hedge against the downsideHaving good debtNever leverage more than 65% of your assetsThe 18 year land cycle [  35:25 - 44:25 ] Finding investors who align with your idealsDifferent group of investors from all age groupsBuilding and preserving wealthUnderstanding that real estate isn't for the short term gains [ 44:25 - 48:42 ] Closing SegmentThe 1-1-5-3-1 method to continue your educationLooking beyond the short term Tweetable Quotes: Connect With Guest:SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and

Episode 111: Stefan Tsvetkov is the Founder of RealtyQuant (www.realtyquant.com), a company that brings data-driven and quantitative techniques to the real estate industry. On a mission to add massive industry value through education, investment, technology, and analytics.Financial engineer turned multifamily investor, analytics speaker, and live webinar host. He holds a Master's degree in Financial Engineering from Columbia University, and during his finance career managed ~$90 billion derivatives portfolio jointly with colleagues. Featured on multiple Podcast and Webinar events including Elevate, Best Ever Real Estate Show, The Apartment Guys etc. Host of Finance Meets Real Estate webinar series.For today's episode we will cover: [ 00:00 - 02:20 ]  Opening Segment.Getting to know Stefan Tsvetkov. [ 02:20 - 04:44 ] New York real estate market post-pandemic.Temporary relocation to moderate appreciation. [ 04:44 - 11:22 ] From Finance to Multi-family.Lessons learned from the finance world.Trading real-estate like trading in finance.Being in the commercial real estate [ 11:22 - 22:18 ] How to evaluate an opportunity through data driven analytics.Manually underwriting deals.The formula to find the best opportunity in your areaManually gauging property valuesUnderwriting for off market deals [  22:18 - 24:52 ] Resources to get the data.Hiring other jobsFocusing on what you knowUsing information that is publicly available [ 24:52 - 42:31] Projected data vs current market ratesLooking at the interest ratesThe spread of cap rates while interest compressRecent examples of these conceptsPaying attention to the fundamentalsBeing aware of your downside risk at the end of a cycleRisk Vs RewardRising vs stagnant future pricing [ 42:31 - 49:48 ] Closing SegmentRapid fire questions for StefanHow to reach Stefan Tweetable Quotes: Connect With Guest:SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #PassiveInvestor#FutureMarket#DataAnalytics

Episode 110: Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. He is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment.FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.For today's episode we will cover: [ 00:00 - 04:10] Opening Segment.Getting to know Jeremy Roll. [ 04:10 - 15:06 ] What to look for in asset classes before investing passively.Relying on predictability.Opportunities in the different classes.Being cautious of the current market.Why you shouldn't stop investing.Be in line with your investing thesis.When you should start investing, [ 15:06 - 27:35 ] Jeremy's 3 current buckets in finding assets.Unique properties with unique pricingShort term opportunitiesWhy Jeremy doesn't invest in cryptocurrency.Looking at the asset prices and predictability.Investing In ATM's. [ 27:35 - 32:45 ] Why there might be a coming economic downturn.Why Jeremy sees a coming economic downturnWhy it is inevitable because of 2020 and the Ukraine-Russia Situation [  32:45 - 41:15 ] Knowing where you are in an economic cycle.The most liquidity is by the end of an economic cycle.What to think about before investing.Finding the right fit to your personality before investing. [ 41:15 - 48:50 ] Buying assets with Debt nowLower cap rates in the next 2 to 5 years.Invest now if the cash flow is good enough.Projected timeline of seeing the impact.Assuming that real estate will adjust slowly.Looking at the yield curve for the next 5 to 10 years.The upcoming inflation rate. [ 48:50 - 51:54 ] Closing SegmentRapid fire questions for JeremyHow to reach JeremyTweetable Quotes: Connect With Guest:SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram J

Episode 109: Beau Beery helps multifamily investors, from beginners to the most elite in the world, buy and sell more assets. He earned a bachelor's degree in Marketing and a Master of Science degree in Real Estate from the University of Florida as well as the prestigious Certified Commercial Investment Member (CCIM) designation. He has been in the commercial real estate business in Florida since 1999.In 2011, he teamed up with Todd Rainsberger, a successful commercial Realtor, to acquire an interest in Coldwell Banker Commercial M.M. Parrish Realtors in partnership with the Parrish family. There he was consistently ranked as the #1 multifamily producer in Florida for the Coldwell Banker Commercial brand and among the Top 5 in the nation every year before starting his own private multifamily brokerage firm in 2021.He is regularly asked to speak at industry conferences and to private companies. He also has an ever-growing YouTube channel, called BeauKnowsMultifamily, where he guides viewers on how to buy more multifamily assets, how to sell them, and how to conduct market analysis. His tours of new listings are very entertaining and widely subscribed. For today's episode we will cover: [ 00:00 - 05:51] Opening Segment.Getting to know Beau Beery.Being in the investment sales side.From investor to seller [ 05:51 - 10:53 ] Why having empathy is important.How to make connections with investors in today's marketplace.Why investors need to be trained. [ 10:53 - 21:10 ] Increasing your chances to get a deal as a newbie.Mentors are a must to be successful in real estate.Getting your second deal with the same client.Being part of a big team.Be the right hand to your mentor.Caring for your investors to get repeating deals. [ 21:10 - 27:00 ] The truth about the off-market deals.Where it originatesHow people get off-market listings today.The true off-market deal. [  27:00 - 41:20 ] The current landscape of the multi-family marketplace.Keeping up with the current demand.Why you should hold on as long as possible.Lack of number of sales.There are more renters these days.When you can be aggressive on your purchases. [ 41:20 - 49:26 ] Closing SegmentWhat will continue to happen to the market in the next 5 years.The best way to connect with Beau.What is included in the book.Connect With Guest:Website: BeauBeery.com/YouTube: BeauKnowsMultifamilyLinkedIn: BeauKnowsMultifamilyFacebook: BeauKnowsMultifamilyTwitter: BeauBeeryClubhouse: BeauKnowsMultiInstagram: BeauBeeryGvilleTikTok: BeauKnowsMultifamilySUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram

Episode 108: In this episode, Brian and Cody discuss how the increasing interest rates could affect the market this year. They also talk about the lessons they've learned in their most recent 60 unit deal.For today's episode we will cover: [ 00:00 - 01:27] Opening Segment.Catching up with Cody and Brian [ 01:27 - 13:31 ] Things are more rigid on the smaller opportunities.The most recent 60 unit dealThe realizations of this recent dealWill interest rates rise?Getting people comfortable where interest rates are now.Tipping the scale into a recession type environment.Supply and demand imbalance Real estate isn't only black and white [ 13:31 - 21:38 ] Interest rates and the connection with the multi-family spaceAre cap rates expanding or contracting?Never looking at cap rate at face value.Needing more proof for lenders.Staying in tune in the current market. [ 21:38 - 31:13 ] Real Estate will always have tax advantagesWho has the biggest challenge in the real estate space.What is your cost of equity?Predicting more of the future of the market for this year. [ 31:13 - 31:56 ] Closing SegmentFinal words from Brian and Cody  Tweetable Quotes: Real estate isn't black or white, there's a lot of variables that affect the pricing.SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #InterestRates#2022Market#RealEstateDevelopment

Matt Picheny is a real estate investor, Tony award winner, and author of the #1 best-selling book: Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time. Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 8,000 apartments nationwide. He is a licensed real estate agent and has earned both Commercial Real Estate & Real Estate Finance certificates from Boston University. Matt is a member of the Forbes Real Estate Council, the Fast Company Executive Board, and is an advisor to a PropTech company. A PMI certified Project Management Professional, Matt is a digital marketing veteran whose 18-year career in the advertising world included working for some of the world's largest advertising agencies, producing award-winning projects for Fortune 500 clients including Verizon, IBM, and Coca-Cola. Matt and his wife have two Tony Awards® as co-Producers of the Broadway shows Moulin Rouge! and American Utopia. They have invested in many other theatrical productions including the iconic musicals Hamilton and Wicked. A native of Orlando Florida, and a former actor, Matt still believes in happily ever after. He lives with his wife and their two daughters in Brooklyn, New York and in his downtime enjoys long walks on the beach, Broadway, Rock and Roll, and amazing barbecue. For more information about Matt, please visit picheny.comFor today's episode we will cover: [ 00:00 - 10:08] Opening Segment.Getting to know Matt Picheny.The lightbulb moment for Matt.Real Estate as a side hustle. [ 10:08 - 28:08 ] Scaling up in multi-family through syndicationHow Matt became an accidental house hacker.Adjusting from New York to Miami.The lightbulb moment to scale up in multi-family.How Matt discovered Syndication.Learning through doing.Matt started doing meet-ups.A sneak peak of what the book contains.Building the network throughout the journey. [ 28:08 - 31:44 ] Deeper conversation with MattLearning from your mistakes.Education through university and passive investingDiversifying your capital especially for passive investors.Why communication is important. [ 31:44 - 42:44 ] The first General Partner OpportunityFinding the right partner.Going to networking events.Going to Kansas City.Building connections and reaping the benefits.Getting a deal off-market.Learning the boundaries of each partner. [ 42:44 - 45:40 ] Who is this book forShould you read this book?Targeted to make passive income.Where to get the book. [ 45:40 - 48:55 ] Closing segmentThe power of the mastermind. Tweetable Quotes: SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and

Episode 106: In this episode, Cody and Brian discuss the advantages of the value-add play, as well as how you should be wary when buying/selling a value-add deal as a passive investor.For today's episode we will cover: [ 00:00 - 02:14] Opening Segment.Pleasantries between Cody and Brian.Why the value-add play has been talked about. [ 02:14 - 08:41 ] a recap on what is the value-add play Cody discusses the value-add model.Definition of the value-add play.The current problem with the value-add strategy.Paying a premium for the opportunity.  [ 08:41 - 18:58 ] Is paying the premium worth it?Overplayed Value-add move.Why value-add exists.In-place value vs future potential value.Discussion on execution risks.How to mitigate the risk.Deeper impact of the strategy. [ 18:58 - 22:15 ] The guide for passive investors.What it means to “buy right” Knowing what your risk tolerance is.Always consider the time.Checking out the operator and the team before investing. [ 22:15 - 29:23 ] Things to ponder for passive investors.Always thinking about the exit strategy.Forcing people to be more creative.Make sure to ask questions.Why the market isn't slowing down anytime soon.Variables to consider in asset classes. [ 29:23 - 32:26 ] Closing segmentImportance of asking any questions.How to educate yourself before getting a deal.Tweetable Quotes:  SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #PostCovidMarket#DeveloperSide#RealEstateDevelopment

Episode 105: Venkat Avasarala is a seasoned Real Estate professional. His main focus is Ground Up Development of Market rate Multifamily properties, and acquiring Value-add Workforce housing Multifamily properties in landlord friendly Sun belt states. Venkat is developing 1500 Multifamily units in DFW, Austin, Phoenix and has also acquired 3600 existing apartment units since 2016. Venkat is managing $105 Million in Investor equity and has over $450 Million in Assets under management. For today's episode we will cover: [ 00:00 - 06:40] Opening Segment.Getting to know Venkat Avasarala. [ 06:40 - 11:20 ] Deciding on a risk adjusted basis Finding opportunities where life takes you.How Covid forced people to charge a premiumAlways be flexible with the times.Sticking with high growth markets. [ 11:20 - 17:28 ]  The Current Landscape of Real EstateNavigating through the post COVID market.Challenges in the construction industry.The ultimate value-add.The new reality to get land.Why 10 thousand dollars isn't enough anymore. [ 17:28 - 22:56 ] Restrictions of the Multi-Family SpaceThe Robinhood Law in Texas.Why the Texas government is restrictive about real estate.Finding the cash flow positive deals.  [ 22:56 - 30:00 ] Importance of understanding the marketWhy you should invest in Texas.Why Lakewood is like Bitcoin.Why earning 100k dollars isn't enough to buy a home in Denver.Why you should hold your properties in strategic locations.Playing to the strengths of the market. [ 30:00 - 48:21 ] A deeper dive in the developer side of real estateHow to attract an investor.Selling an idea that existed pre-Covid.Lowering investors expectations.Prioritizing your investors even when a property underperforms.The A market in Texas.How to avoid being trapped with a property.Venkat's strategy to avoid being trapped.How long is the investment lifecycle with Venkat.The parallel between land and toilet paper.[ 48:21 - 51:52 ] Closing segmentRapid fire questions for Venkat.Picking out mentors.SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #PostCovidMarket#DeveloperSide#RealEstateDevelopment

Episode 104: Bill Ham is back on this show with his latest book “Real Estate Raw”. Gracing us with knowledge on where the market will most likely go, why real estate will always make money, and more. In this episode, Bill gives us the tools to safely invest in the future of real estate. He is also giving us points to reflect on and situations to avoid.This podcast is just a sneak peak to the topics that he discussed in his new book “Real Estate Raw” to truly know if you are fit to invest in real estate.For today's episode we will cover: [ 00:00 - 04:10] Opening Segment.Getting to know Bill Ham. [ 04:10 - 13:38 ] Perspective on the current market environmentHeading towards a correction and not a crash.The importance of learning about the market cycle.Cooling off of the current market. Market shift vs. Paradigm shift.Why syndication has inflated the market.Discussion on financial Darwinism. [ 13:38 - 24:12 ]  Why Real Estate Will Always Make MoneyWhere wealth is being built.Explaining the conveyor belt model.The importance of deal analysis.Having a high barrier of entry.Lenders control the market. [ 24:12 - 33:15 ] Preparing for the future of the real estate spaceHaving higher quality assets during the correction.Quality assets, long term debt is the way to go.Find investors that are lenient in returns.A good deal is one that makes money.Seeing a slip in the market.Which market will take a hit.The huge cost of the C market. [ 33:15 - 41:43 ] There isn't a housing shortageThe truth about the housing shortage.Looking at markets outside the United States.Where to see a housing shortage.Buy Your First Deal Now. [ 41:43 - 45:30 ] Where Investors should FocusAdvice for Passive investorsAdvice for active investors [ 45:30 - 49:39 ] Closing segmentRapid fire questions for Bill.Coaching and being coached. Tweetable Quotes:  SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #RealEstateRaw#CreateYourWealth#FutureRealEstate

Episode 103: The Apartment Guy℠, Bruce Petersen, is an educator, best selling author and syndicator of large multi-family properties throughout Central Texas ranging in size from 48-292 units. He was awarded the Austin Apartment Association's Independent Rental Owner of the Year for 2016 and the National Apartment Association's Independent Rental Owner of the Year for 2017 as well as Think Realty's Multifamily Investor of the Year 2019. Bruce targets stabilized properties where he can buy a cash-flowing asset and drive value through building "community" and improved operations. He is able to do this by implementing his proven systems and deploying his experienced staff to replicate his business model across the new acquisitions.For today's episode we will cover: [ 00:00 - 08:14] Opening Segment.Getting to know Bruce Petersen.Why Bruce skipped the single-family market. [ 08:14 - 14:15 ] Bruce and his observations before writing the bookMotivation behind the book ( Syndicating Is A B*tch ).Why free seminars aren't free.What people don't experience during the free seminars.Why the book focuses on showing you why you shouldn't do syndication. [ 14:15 - 23:45 ]  Horror stories in commercial real estateWhat experiences people in the trade don't tell you.The 5 Million dollar fiasco.How the government got involved.Knowing your risk tolerance.Daily struggles with a management company.Suing situations because of earnest money. [ 23:45 - 28:42 ] Marketing never stops.Knowing your strengths and acknowledging your weaknesses.Having partners who can compliment you.Why you need to keep raising capital. [ 28:42 - 33:32 ] Basic aspects of Bruce's BusinessBenefits of In-house management.Why you shouldn't start management for the income.Being compensated for not doing something yet. [ 33:32 - 46:13 ] Structuring Bruce's Promote.Doing it as an override.Doing it as a reallocation/ retained ownership.Improving your net worth.Aligning your interests with the investors interestsTrying not to be greedy [ 46:13 - 53:46 ] Closing segmentRapid fire questions for Nic.Not letting the ego get the best of you.Final words from everyone. Tweetable Quotes: “I want my investors to win while I win because then they'll want to do another deal with me”- Bruce Petersen“The simpler I can keep my deals structured, the money likely I am to get an investor… But if I complicate the sh*t out of it, your eyes will roll back in your head… so you're just going to walk off and find another deal.” - Bruce PetersenSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram 

Healthcare Professional Turned Real Estate InvestorEpisode 102: Nic Espanet has been passively investing in multifamily assets since 2016 and has been a multifamily Syndicator & Asset Manager since 2018. Nic has worked as a licensed Physical Therapist since 1996 and has run his own private practice since 2012. His experience as a small business owner combined with his detail-oriented personality has equipped the strong growth of Thrive Multifamily, a Texas-based multifamily syndication company. Nic is currently an Asset Manager in 4 multifamily syndications totaling 580 units and is a Passive Investor in an additional 1780 units at 7 properties.For today's episode we will cover: [ 00:00 - 03:13] Opening Segment.Getting to know Nic Espanet. [ 03:13 - 12:18 ] Experience as a healthcare provider.Lack of financial literacy as healthcare professionals.Realizing that physical therapy can't be sustainable.Why healthcare benefits aren't enough.Getting out of the rat race. [ 12:18 - 22:18 ]  Getting the first deal.Analyzing deals with a partner online before Zoom.Working with a more experienced person.Setting a goal and learning what to sacrifice.Balancing being a W2 employee and a small business owner.Getting the foot through the door. [ 22:18 - 29:16 ] How COVID affected Nic's businessesChallenges to overcome.Knowing where to cut to be afloat.How the Multifamily market survived COVID. [ 29:16 - 41:05 ] The marketplace after COVIDSurprises in today's marketplaceInvesting in the South EastChanges in strategyFuture of Multi-family [ 41:05 - 46:50 ] Finding where to focusLook for a local partnerWhy you should connect with Nic [ 46:50 - 53:15 ] Closing segmentRapid fire questions for Nic.Final words from everyone.Tweetable Quotes: SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #SuccessfulMindset#Smallbusiness#BalanceInLife

Episode 101: Chris Freeman is an experienced real estate investor with $20M in assets under management. His 20 years of real estate investment has focused exclusively on multifamily apartment buildings that can generate immediate cash flow. Over 26 years, he has been fortunate to experience financial success through high-tech sales and sales leadership. Working with companies like Juniper Networks, CIENA, Lucent, and Citrix, he has learned how to achieve a high level of performance in sales while re-deploying a portion of his commissions into cash flow generating real estate. Through a consistent process over time, Chris has created enough passive income to replace his high-tech sales income. This success had inspired Chris to create High Tech Freedom Capital and help his peers achieve their own personal success.For today's episode we will cover: [ 00:00 - 6:00] Opening Segment.Getting to know Chris Freeman. [ 6:00 - 13:11 ] The power of diversification.Being careful with the stock market.The history of the 401K.Lifestyle changes after retiring. [ 13:11 - 20:57 ]  Maintaining a W2 and building a businessMaintaining the W2 while building passive income.Advice for people who have a W2 and building passive income.Keeping an eye on operators and investors.Operating a small business vs being a W2 employee. [ 20:57 - 26:12 ] The insides of operating a small businessHaving a partner from another generation.The importance of having business partners.Self managing everything in the beginning.Don't start in the single family space.Relying on partners.  [ 26:12 - 33:21 ] Mistakes made as a small business ownerHaving high attention to detail.Creating a system in place.The importance of networking.Taking every opportunity. [ 33:21 - 40:56 ] Investing in multi-family as a tech professionalWhy tech professionals should be a passive investor.Finding the opportunity cost.  [ 40:56 - 43:46 ] Hightech freedom podcastWhat the podcast is all about.Being able to provide information. [ 43:46 - 49:17 ] Closing segmentRapid fire questions for Chris.Final words from everyone.Tweetable Quotes: SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #SuccessfulMindset#Smallbusiness#B

For today's episode we will cover: [ 00:00 - 4:30] Opening Segment.Damian LupoBeing eaten alive by unknowingly giving freedomSocial score in ChinaThe time before the hyper-inflation [ 4:30 - 08:10 ] Neal Bawa HighlightsCurrent multifamily cap ratesFuture multifamily cap rate predictionsWhy you should by multifamily now [ 08:10 - 11:49 ]  Bill Ham HighlightsWhat the fundamentals are in this market.Not earning in today's real estate market.Why markets always cycle up. [ 11:49 -15:26 ] John Batey HighlightsHow to avoid capital gains tax.Holding a property for 10 years.  Tweetable Quotes: SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook #SuccessfulMindset#WhatItTakesToSucceed#CreatingOpportunities

Terry Painter is the author of "The Encyclopedia of Commercial Real Estate Advice" – published by Wiley, and a contributing writer for Forbes.com.  He is the founder of Apartment Loan Store and Business Loan Store - commercial mortgage banking and advisory firms that have closed over four billion dollars in commercial loans since 1997.  Known as a syndication financing specialist, Terry loves working on real estate deals and has personally closed hundreds of commercial real estate loans representing just about every type of commercial property. He has been a top producer for Lasalle Bank and Lehman Brothers and is known for his real estate investment consultations. For 18 years, Terry has spoken nationally to commercial real estate investor groups, real estate brokers, and banks about commercial real estate Investing and lending. Terry is a member of the Oregon Bankers Association, The Mortgage Bankers Association, and Forbes Real Estate Council.For today's episode we will cover: [00:00 - 5:13] Opening Segment.Getting to know Terry Painter. [5:13 - 10:23] Real Estate now compared to other cyclesHighest demand for Multi-family housing.Commercial real estate is like an elevator.  [10:23 - 14:07] How to future proof yourself for any upcoming recession.Always prepare for the worst.Why the great recession happened.How the great recession relates to today's commercial real estate market. [14:07 - 19:09] The current commercial real estate marketWhat is driving the current commercial real estate space.Why you shouldn't invest in commercial real estate as a newbie.How the market is catching up to the current demand for multi-family. [19:09 - 26:47] Creating realistic expectations for your investorsBeing realistic instead of unrealistic promises.Investing in commercial real estate. [26:47- 33:12] Conquering the overpriced real estate marketNot having rapid swings like the stock market.How to come out well out of an overpriced real estate market. [33:12 - 42:15] The importance of working with an experienced syndicator now.The methane gas story by Terry Painter.Why buying commercial real estate is like datingYou should work with an experienced syndicator.All businesses have seasons,What Terry Painter's book is about.[42:15 - 49:17] Being able to be confident in your assessment for your dealsPutting a deal in a stress test.How to be confident in your assessment.Always have a safety net.Choosing the best team to give the best results.[49:17 - 56:36] Closing segment.Final words from everyoneTweetable Quotes:SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram 

Divine Bunch is a New Jersey native who relocated and fell in love with Elizabethtown, Kentucky. She has loved writing since she could hold a pen. She is a real estate website copywriter, primarily working with service-based business. She writes for groundbreaking entrepreneurs including Miriam Mckisi, a real estate investor and American Ninja Warrior, Sakina Bunch, a #1 best-selling author and industry leader in the holistic health space, and Ayisa Hayes-Taylor a renowned celebrity ghostwriter.She is trained in buyer psychology, ethical sales copy, and search engine optimization.She also proudly serves as the president of Explore Hardin Country, a nonprofit organization dedicated to marketing and educating small businesses based in Hardin County Kentucky.For today's episode we will cover: [00:00 - 8:09] Opening Segment.Getting to know Divine Bunch.Becoming a website copywriter.The role of a copywriter in real estate. [8:09 - 13:19] Getting into the psychology of the buyerCrash course about the buyer's psychology.How to connect with your buyer.  [13:19 - 18:34] Focusing down on a niche and the complexity of online marketingAlways find a niche to focus on.Market research as a copywriter. [18:34 - 22:42] Tapping into the emotional side of real estateAppealing to the emotional side of real estate.Why you should put some personality in your website. [22:42 - 32:32] Setting yourself apart from the competitionLearning if someone is a logical based person by using split testing.Split testing, The secret to making great copy.Learning when to change your strategy.Optimum conversion rate. [30:32- 36:51] The importance of building a digital presence Getting a wider database by understanding great copy.Where to focus when building a brand.Never try to do everything. [36:51 - 39:39] Where to find copywriters for real estateThe various social media platforms to find copywriters.[39:39 - 40:55] On the horizon for Divine BunchCreating a larger networkBringing the best out of the clients[40:55 - 45:50] Closing segment.Final words from everyoneTweetable Quotes: “The mistake that I see all the time is that people constantly talk about what they have and what they offer, which is great, and it brings awareness to what you're selling or your objective of your website. But it's not by constantly talking about what you have, it's not connecting your reader to what's in it for them.” - Divine Bunch. SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and

A native of Lethbridge, Alberta, Canada, Brandon Magierowski came to Shreveport, Louisiana in 2004 to join the LSU-Shreveport Pilots Baseball Program. After three years with the Pilots, Brandon graduated with a Bachelor's Degree in General Business Administration.In 2008, Brandon returned to the LSUS-Baseball Program in 2010 as the Graduate Assistant Coach. Magierowski's coaching position with the Pilots ended in 2011 after Brandon graduated with his Masters in Business Administration (MBA). In 2014, Brandon aided in the creation of Diamond Dynasty (2D Sports) and is the acting CEO.Brandon currently owns multiple assets in Louisiana, Florida, and Texas and specializes in broker and investor relations. He is a graduate of Multifamily University, a Podcast Host, and Co-Founder of Real Focus Capital Investments.For today's episode we will cover: [00:00 - 5:36] Opening Segment.Getting to know Brandon Magierowski.Getting started in single-family. [5:36 - 12:10] Learning from the first mistakesNot showing the early mistakes.Buying your first deal in your backyard.How to not make the same mistake.[12:10 - 20:12] Why one mistake isn't the endFinding and avoiding the dead deals.Why you should have a good grasp on the fundamentals.Everyone makes mistakes, own up to it.Importance of Know, Like, and TrustWhy you shouldn't overpromise and underdeliver[20:12 - 23:45] Early capital buildingThe best time to build your capital.How to get accredited investors faster.[23:45 - 28:33] The power of the follow-upNurturing your investor relationshipsDeclining a deal from the investor.[28:33 - 35:00] Sharing assets and providing knowledgeConfidence in turning people away..Prioritizing providing value to investors.Connecting potential investors with other companies.[35:00 - 37:31] Single-Family Versus Multi-FamilyWhy you should invest in multi-family[37:31 - 41:10] On the horizon for Real Focus Capital InvestmentsPartnership with BFR Capital for the Dallas Market.Pacing yourself and scaling too fast.[41:10 - 45:39] Closing segment.Final words from everyonePrioritize listening to more podcasts and reading booksHiring a mentor that teaches you the step-by-step process.Tweetable Quotes: “Master the unseen hours. Do things behind-the-scenes that nobody else sees and do them better than everybody else.” - Brandon Magierowski.SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook

Tory Sheffer is the owner of Sheffer Capital and is responsible for all aspects of real estate acquisition & management, including underwriting, structuring equity, raising capital & asset management. His work involves managing the transaction process from inception to execution, as well as continuous asset management through the life of the asset.Tory has been in the real estate industry for 6+years as a broker and principal investor in 100+ transactions totaling $70M+. Ownership deals outlined below.Tory is also an investor in Real Estate Lab, a real estate software company focused on analysis and data related to multifamily investing, and Tory is also a partner in a 24/7 gym in Delano, MN.Prior to real estate Tory owned & operated Superior Recreation Services, a company building commercial playgrounds throughout Michigan & Ohio.For today's episode we will cover: [00:00 - 5:30] Opening Segment.Getting to know Tory Sheffer.Being influenced by his parents.A quick journey through figuring out real estate. [5:30 - 10:46] Cherishing your first deal.Switching markets while looking for deals.Finding the confidence to tackle bigger opportunities.Shoot the shot now, aim after. [10:46 - 22:27] Building your business where you want it to go Finding the people that can help you grow your business.Working with people who are just starting out.Why a slow start shouldn't discourage you to do your best.Putting your foot in the door.Snowballing faster than you would expect [22:27 - 27:21] How to search for different types of deals.How Tory sources his acquisitions.On-market vs off-market deals. [27:21 - 35:57] Capitalizing on the smaller markets.Strategies to get sources you can apply right now.What qualifies as a good opportunity.How to tackle smaller markets.Surrounding yourself with people you trust.Managing your different portfolios off-site. [35:57 - 41:28] A deep-dive into the Joint-venture structure.What is the Joint venture structure.Why the market needs to update to the needs of the modern world. [41:28 - 45:11] Joint venture structure versus syndication.Benefits of a joint venture[45:11 - 49:08] Closing segment.Final words from everyonePrioritize listening to more podcasts and reading booksWords to the entrepreneur.Tweetable Quotes: People are much more willing to work with people starting out than probably most people think about. - Tory ShefferIt's a false barrier between the guy starting out and the guy that's ten year in. A lot of the times, the guy who is ten year in is happy to help the guy just starting out because he was at that same point at one point anyway - Tory Sheffer  SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and 

Yusef Alexander has more than 20 years of working-class, real estate industry experience.He serves as VP & Chief Business Development Officer at Real Estate Asset Partners where he supports the company's asset expansion and philanthropic growth efforts.He can also give insights on all business aspects related to the RE industry, including sourcing deals, and third-party property management. His extensive working-class real estate experience spans various facets of the real estate industry including Acquisitions, Property Management, Leasing Operations, Sales & Marketing. Furthermore, Yusef is an active industry thought leader, frequent panelist, speaker and guest lecturer within the academic sector. Additionally, Mr. Alexander is a founding member and currently serves on the Board of Directors for the Literacy Up Project, a non-profit dedicated to advancing childhood literacy in underserved communities. Yusef resides in Los Angeles and embodies a panoramic perspective across several market base multi-family portfolios. For today's episode we will cover: [00:00 - 8:51] Opening Segment.Getting to know Yusef Alexander.Where he got the Real estate bug.Dealing with earthquakes. [8:51 - 16:00] Things to consider before expanding your portfolio.Looking at the different barrier of entries.Developing your skill set first and foremost.Leveraging other people's experience. [16:00 - 20:17] Dealing with minimal experienced partners Factors to consider before working with people with limited experience.Experimenting on your own.Focus on quality instead of quantity. [20:17 - 28:36] Factors to consider before expanding your real estate portfolioFamiliarity with the market.How to source deals in your area.Digging deep and finding the people who can help you get deals.Why nothing is a three-step process. [28:36 - 32:56] The investment strategy in the current marketOpportunity is everywhere, learning where to lookWhy you should have healthy stress [32:56 - 37:18] The intricacies of the current marketThe future potential of the real estate space.Why the market needs to update to the needs of the modern world. [37:18 - 42:46] The opportunity in the gap between people's needs and wantsListening to the customers for a win-win situationBeing part of the society of convenienceWhat is truly an amenity[42:46 - 47:45] Closing segment.Final words from everyoneBenefits of visiting different markets.Words to the entrepreneur.Tweetable Quotes: Develop your skill set and make money. Once you develop your skill set and make money, you can decide how to expand and collect different assets in your entrepreneurial portfolio and your personal portfolio - Yusef AlexanderI'm in the long haul. I don't necessarily need to be the greatest, claim to fame, all of that. I'm a small fry, but I'm going to keep on shooting. - Yusef Alexander  SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out B

Dina is the Director of investor relations at PCRP Group, a firm that provides direct access to tax-advantaged, passive income commercial real estate opportunities. She has been investing in both residential and commercial properties in the United States and Internationally for over 19 years and has acquired or has been responsible for overseeing approximately $200 million dollars of assets under management. Dina has also trained, led, and inspired 10's of thousands of people in Real Estate Investing and personal development over the last 15 years, and was named Speaker of the year by the Whitney Education group.For today's episode we will cover: [00:00 - 7:00] Opening Segment.Getting to know Dina Buchanan.How Real Estate Is A Good Addiction.First Exposure to Real Estate. [7:00 - 15:52] Overanalyzing Everything and Buying Power in 2021.Don't Overanalyze Everything.How Saving Isn't Going To Cut It Anymore.Buying Power in 2021.How Schools aren't educating about financial literacy. [15:52 - 22:32] Gaining momentum and doubling your moneyPath of progress.How to double your money faster.There are things that you learn after taking action. [22:32 - 29:00] The core pillars you should consider before partnering with someoneHow to know if you should partner with someone.It has to be a win-win situation. [29:00 - 34:41] How the climate is affecting the current marketThe Climate Resilient Market and being exposed.How the climate is dictating the value of real estate in specific areas. [34:41 - 42:46] Supply chain interruption and shortage of laborProtecting your investors in spite of the situation.Mitigating the environmental risk.The future because of the different shortages. [42:46 - 49:19] Closing segment.Final words from everyoneWhy you should get a coach for anythingDon't stop getting an education.Tweetable Quotes: You want your money working harder, so you don't have to. - Dina BuchananIf your business isn't growing, then it's dying - Dina BuchananIt's probably more imperative today than ever before to get financially educated and really start taking action. - Dina Buchanan SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook 

Episode 90: Head of Partnership Development with InvestNext. He has been in Real Estate or Investments for almost 20 years. Over the last 5 years he ran a successful investor relations department then made the switch to InvestNext where his focus has been on helping IR departments successfully utilize technology to help grow their business.For today's episode we will cover: [00:00 - 7:12] Opening Segment.Getting to know Brad St. Onge.Introduction to investment management platforms.Making the investors' lives easier. [7:12 - 16:36] A seamless process and getting the trust of investors.Teaching the investors of their mistakes.Prioritizing the customer's success.Improving customer services.Incorporating training sessions. [16:36 - 22:26] Why having an application is importantThe development timeline.Always improving what is in the app.Streamlining the process through apps. [22:26 - 29:02] Standing out with apps in the present time.How to stand out in a crowded market.Working with people who are fluent in technology.Why you should stop using excel. [29:02 - 38:38] The limited partner side of the business.The different kinds of passive investors.Making a good experience for the investorsFiltering out common questionsStop making work for your investorUsing Pragli with your team and your investorsUtilizing loom to teach in and out of your company [38:38 - 42:05] The best way to serve the customer databaseThrow your ego away2022 plans [42:05 - 44:26] Closing Segment.Final words from everyoneTweetable Quotes: You only have so much time for them to invest. So if the process is hard, they might just say ‘I'm not going to do this, I'll just go to the next deal.' - Brad St. Onge   SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook

Dan and his wife, Dennae, along with their 4 children (3 girls and a boy) and standard poodle, reside and work in Columbia, SC.Dan Handford is one of the managing partners with PassiveInvesting.com which is a national passive apartment investing firm based in the Carolinas. He has led his apartment syndication company to acquire 2,680+ units with a portfolio valued over $357mil.He is also a passive apartment investor himself in 5,700+ units in 28 different syndication investments located across the Southeast USA and Texas.Prior to getting started investing in real estate, Dan had an extensive background in starting multiple seven-figure businesses from scratch including a large group of non-surgical orthopedic medical clinics located in South Carolina.Dan is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 31,000 members. The #MFIN has 50+ meetup groups across the US, Canada, and UK that meets on the first Monday of every month. He also hosts one of the most popular apartment investing podcasts on iTunes called “Multifamily Investor Nation” where he only interviews active multifamily investors that have closed a deal in the last 12 months. There is no fluff on this multifamily podcast and only getting down to the nuts and bolts of deal sources, financing, structuring, investor relations, closing, due diligence, etc. Go to www.MFINPodcast.com to subscribe.For today's episode we will cover: [00:00 - 5:41] Opening Segment.Getting to know Dan Handford. [5:41- 13:28] The shift from medical to real estate.Not being active in clinics anymore.  Offering value to those who don't have time.How Dan started in Real Estate.Building your own credibility. [13:28 - 21:26] Finding true value add opportunitiesLooking at the current state of the market.Checking out the competition and being confident.Secrets of market selection.Risk assessment in the different markets. [21:26 - 25:13] How Covid has affected the different markets.How high end assets performed better than lower end assets.Over communicating with the investors. [25:13 - 32:00] Solidifying investor relations.Building a proper relationship with the investors.The importance of always sending a personal text after meetings.The investor triad ( Know, Like, Trust )The most important part of the investor triad. [32:00 - 42:13] A deeper conversation about the investor triadWhat is the courting phase?The importance of email newsletter.  Giving a physical newsletter. [42:13 - 43:55] The different conferences featuring Dan5 Million in 30 daysMulti family and investor summit [43:55 - 49:29] Closing Segment.The various ways to become a better investor.Knowing your strengths and weaknesses.Final words from everyoneTweetable Quotes: Until we get out of our own way and hire people that are really good at doing thin

Edna Keep, real estate investment teacher and author of Multiple Ways To Wealth: Creating Your Prosperous Lifestyle, has a deep understanding of what investors want in a deal. As a former financial advisor, she helps connect investors with everyday people who want to create true passive income for the long term. Her team has a portfolio of $75 Million that they built in less than 14 years - primarily multifamily units and primarily with none of their own money. They have over 778 doors, with 178 units having been added in just the last year. In addition to coaching real estate entrepreneurs, Edna lives near Regina, Saskatchewan between Calgary and Winnipeg with her husband Warren and teenage daughters Desiree and Dhani.For today's episode we will cover: [00:00 - 9:37] Opening Segment.Getting to know Edna Keep.Ready, Fire, AimThe importance of having a coach[9:37 - 16:48] The difference between the Canadian and US market.Finding bargains out of state. Transition after the first few deals.Focusing on the smaller multi family market properties.[16:48 - 20:15] Finding true value add opportunitiesGoing direct to the seller.Buying something with all cash.Focusing on work force housing.[20:15 - 24:56] The opportunity in the affordable housing space.Lack of affordable housing space.How to not be taken advantage of.Why Real estate isn't passive [24:56 - 27:52] Finding people that know what they're doing.The importance of finding people that are efficient.The dynamic areas of the operation side. [27:52 - 37:35] The beginnings of teaching others about real estate.Common mistakes to avoid to be more successful in real estate.Staying on top of the real estate game.Being the deal expert when talking to investors.[37:35 - 42:31] The mindset you needYou have to level up your coaches.Going straight to multi-family.Working with people who already own real estate.How to find amazing deals.[42:31 - 47:09] Learning how to be rich.The various ways to become a better investor.Knowing your strengths and weaknesses.Final words from everyone[47:09 - 51:35] Closing SegmentFinal questions for EdnaTweetable Quotes: Real Estate is never really passive. It can be passive for your investor, but somebody has got to be active. -Edna KeepSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook 

Matthew Sullivan is the CEO and founder of QuantumRE, a company that solves a real problem for homeowners by helping them access a portion of their home equity without taking on more debt. This new financing tool is not a heat lock, it's not a loan, and it's not a reverse mortgage. That means homeowners can get cash from their equity with no interest and no monthly payments.  He and his team have helped over 100 homeowners use their home equity to pay off expensive credit cards, remodel their home, pay college tuition fees, or to diversify into other investments all without taking on extra debt.  Matthew also has a proven track record in real estate innovation through his experience as co-founder of the Secured Real Estate Income Strategies Fund and as president and founder of Crowd Venture dot com, a real estate crowdfunding company originally from London,  Finally, Matthew worked with Richard Branson's corporate finance team and was a director of the Virgin sponsored London Air Ambulance, a helicopter pilot himself. He's also the host of his own podcast, Hooked on Startups. If you want to know about this relatively new way of getting dead equity out of your home then this episode is for you.For today's episode we will cover: [00:00 - 9:12] Opening Segment.Getting to know Matthew Sullivan.Working with Richard Branson.The adventure to crowd venturing. [9:12 - 17:50] The chance to cast a wider net.How technology will be the new wave of real estate. Creative ways to find investment capital.What is house rich and cash poor?Different groups of people that are house rich but cash poor. [17:50 - 22:33] The opportunity of Home Equity Agreements.When the Home Equity agreement started.How something becomes a mainstream product.Capitalizing on block chain technology. [22:33 - 30:55] Protection by lean on title.Why the title isn't transferred.Protecting the lender.Benefits of a lean on title.Unlocking the dead equity.The difference between a loan. [30:55 - 38:30] The risks of Home Equity Agreements.The lender's downside risks.Getting the title backBenefits of no early payment penalties.Selecting the properties to implement this strategy.The client's downside risks. [38:30 - 44:01] The Psychology of home ownership.What if homes didn't gain appreciation during Covid?Debt related problems.  Using your house as an ATM.What if the owner doesn't want to sell.Being the deal expert when talking to investors.The challenges during raising the equity. [44:01 - 51:35] Final Questions For Matthew Sullivan.Cleaning the title. How the owner has no upfront cost.This isn't a repeat of the disaster of ‘07 - ‘08.Navigating through uncharted waters to make good operators in great ones.How to get people to stay in your property.Assessing your risk tolerance. [51:35 - 53:24] Closing segmentThe various ways to become a better investor.Knowing your strengths and weaknesses.Final words from everyone

Kartheek Mulpuri is the Managing Partner of Sixth Sense Equity. Sixth Sense Equity is a General Partner in two multifamily properties totaling 74 units in Hampton, VA and Columbia, TN & four mobile home parks across the Southeast totaling 528 lots. The firm also holds Limited Partner stakes in an institutional multifamily asset in the Dallas MSA and an industrial asset focused on the cannabis space in Michigan. The firm's core focus is value add class B and class C properties in Virginia and the Carolinas. Over his career, Kartheek has worked on 25+ M&A and capital raising transactions totaling nearly $2B in aggregate deal volume.For today's episode we will cover: [00:00 - 4:23] Opening Segment.Getting to  know Kartheek Mulpuri.[4:23 - 11:05] syndication vs institutional space in raising capital.Similarities & differences between venture capital and commercial real estate. Getting in the mindset of the investorWhy you should bet on the jockey and not on the horse.[11:05 - 20:31] Finding the deal and building the team.How Kartheek met his business partner.Finding the first deal.Advantage of deep knowledge on different asset classes.[20:31 - 27:16] Understanding the current market.Seeing the current trends and possible future trends.How to position yourself strongly in the market [27:16 - 37:28] The negotiation to get the deal and closing it.Knowing when to be confident about a deal.Using data for renegotiations to sway things to your favor.Knowing the risks and how to move forward.Finding the middle ground.[37:28 - 43:21] Raising the equity and the syndication structure.The ways to get the equity that you need.Knowing the type of transaction at the beginning.  Equity split between the LP and GP.Putting the investor's interest first when structuring a deal.Being the deal expert when talking to investors.The challenges during raising the equity.[43:21 - 49:43] The priorities after taking over.The first thing to do after taking over a property. The checklist that you have to look at.Why the first year is crucial for a long term gain.Navigating through uncharted waters to make good operators in great ones.How to get people to stay in your property.Assessing your risk tolerance. [49:43 - 55:03] Closing segmentThe various ways to become a better investor.Knowing your strengths and weaknesses.Final words from everyoneSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial independence through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram Brian on LinkedIn and Facebook 

Ben has been an entrepreneur for 15 years, first starting his career in IT sales and business development then onto management. His background in management and sales has helped propel him into commercial real estate in 2013. Over the last 8 years, he has been involved in the acquisition & asset management of large multifamily properties totaling over $200MM+ in AUM and the purchase and sale of over 2500+ units.For today's episode we will cover: [00:00 - 5:18] Opening Segment.Getting to know Ben.The journey from sales to Real Estate.[5:18 - 10:35] The important lessons Covid taught. How to not get affected by potential future lockdowns. Areas that Real Estate is booming.Why the work from home should be your short term market goal.[10:35 - 21:51] Creative ways to get more income.Being comfortable with stretching to get more deals.You're not doing anything wrong but you still lose.Sacrifices to get more money out of a deal.Income vs expensesYou vs bigger institutions How to save in utilities[21:51 - 27:45] The money is made in the operations.Looking at the person first before the market.Making sure that you start off strong.Spending more time with your investor.Keep pushing to get as much income as possible. [27:45 - 32:40] The good, the bad, and the ugly of asset management.Why asset management is where everything gets connected.Why you shouldn't get distracted by flashy numbers.Asset management and investor relations.How to go and buy any deal that you want.Making the acquisition process easier.[32:40 - 38:40] How long it takes to recover because of a small mistake.Always be proactive.Why college won't teach you to be an asset manager.  Why having a method will get you the most money for the least amount of time.Asset management is just a numbers game.[38:40 - 41:19] Why asset managers should be great communicators.Why frequent communication is key. Confidence is key to get more clients.[41:19 - 44:45] Influencing through the property management company.Why you should pay attention to online shopping.A good and clean fitness center is essential.The essence of a pet park[44:45 - 50:00] Closing segmentFinal words from everyone.Tweetable Quote:"I'm going to make mistakes. Mistakes are going to be made. But I won't make that mistake twice" - Ben SuttlesSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram Brian on LinkedIn and Facebook 

Brian Kasal is the CEO and founder of Four Star Wealth Advisors, an SEC registered investment firm headquartered in Chicago. Brian holds an MBA from the University of Chicago's Booth School of Business and has been a guest lecturer for their MBA program. Brian has been a member of the Portfolio Management Institute, PMI, as well as a senior portfolio managing director and senior vice president of Morgan Stanley. Brian has also served clients at PaineWebber, Lehman Brothers and, for 15 years, at William Blair and Company as a senior principal in the private client portfolio management group. For today's episode we will cover: [00:00 - 6:15] Opening Segment.Getting to know Brian Kasal.How the independent space has more freedom for investments.[6:15 - 13:39] Alternative vehicles to multiply your portfolio. Paying attention to historical trends to guide your investment decisions.Why you should figure out what matters to you.[13:39 - 18:22] Letting the market tell you the truth.Making better financial decisions by looking at market trends.Having an advisor to make sure you make sound decisions.The advantage of small investment advisors..[18:22 - 23:22] The advantages of working with the investor advisor space.Why you should choose the independent brokers.The importance of transparency.Spending more time with your investor.[23:22 - 31:53] The client-broker relationship.Doubling down on the importance of having a back up plan.Why you shouldn't keep looking at your portfolio.Having a trusted advisor to change your life.The most powerful money you could ever have.[31:53 - 37:57] How advisers protect the investors.Brian discusses the available models at Fourstar.Benefits of having a reliable system.  Being ready for the worst case scenario.[37:57 - 41:44] Looking at the different strategies.The metrics that you should track often.Having a plan to not make rushed decisions.[41:44 - 43:48] Closing segmentFinal words from everyone.Tweetable Quotes: If you set a plan in place, you don't need to look at it everyday. The guy that looks at his portfolio everyday… could drive themselves crazy. If you really have a plan that's long term, why are you looking at your phone every second of the day, worrying about what that stock is doing? - Brian KasalIf we don't plan, we will fail. So you have to have a plan in advance - Brian KasalSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook 

Spencer Hilligoss is a passive real estate investor, multifamily co-sponsor and former technology leader. His company, Madison Investing, has co-sponsored deals totaling more than 4000 units for more than $500M. Spencer invests in syndications as an LP and actively leads Madison Investing alongside his Co-founder/Wife - Jennifer Morimoto. For today's episode we will cover: [00:00 - 8:06] Opening Segment.How Spencer started in real estate by 6 years old.Why Real estate is part of a holistic journey.The perfect time to learn about real estate investing. [8:06 - 13:29] How to get more people to invest in you. What is Private Direct Real estate?You should always present data to heavily educated people. [13:29 - 19:19] The realization that something is scalable.When your plans need some tweaking.The moment of taking the business to the next level.The importance of outsourcing tasks. [19:19 - 24:46] How to get started as a passive investor.The operator, the market, and the deal.Why the operator is the most important thing among the three. [24:46 - 34:00] The Market and the deal.Doubling down on the importance of having a back up plan.Looking for the areas that will keep growing.Focusing on the sub-market.The importance of the year one cash flow.Criteria on investment returns and cash flow. [34:00 - 39:33] Crash course on what the multi-family classes are.What are the different classes ( A,B,C )Why B is the best class to invest in.  The challenges of C class properties. [39:33 - 43:42] Types of Communication that you should get from an operator.Why frequent communication is key. The metrics that you should track often.The importance of transparency with your clients. [43:42 - 46:54] The active side of Real estate.The hard truth and the reflection that comes after.Changing plans in the middle of the journey. [46:54 - 56:13] Closing segmentWhy coaching is better than listening to podcasts.Why learning doesn't stop.The benefits of being part of a mastermind.Tweetable Quotes:  Experience is just irreplaceable. - Spencer HilligossA lot of times people think that they get to a certain plateau or a certain level, and that they don't need to learn anymore. That's a dangerous place to be. - Spencer HilligossSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram John on LinkedIn and Facebook Brian on LinkedIn and Facebook 

Episode 83: Suzy and Michael are the Founders of Adventurous Real Estate Investors. They specialize in Return on Impact. Through real estate investing they create immeasurable impacts; in their family, with their friends, in their community, with the families (residents) they serve, in the spaces where they want to be generous.... everywhere and anywhere!For today's episode we will cover: [00:00 - 4:01] Opening Segment.Getting to know Suzy Sevier and Michael Barnhart.How Suzy bought time. [4:01 - 11:18] The Out-of-State real estate experience. Suzy and Michael share how they got to the UK. How they got the ball rolling in Real Estate.Why you should pivot instead of panic.How to use social media to expand your network.Why you should know your end goal. [11:18 - 17:50] How to manage your remote properties.Developing your systems and processes.Michael breaks down how they created the systems.Finding how to start making the systems through google.The importance of outsourcing tasks. [17:50 - 24:14] Developing relationships and finding reliable people to work with.How a Facebook post got them the exposure that they needed.Testing the relationship before putting a deal.Tell the world what you are doing.Telling the world about your superpower. [24:14 - 29:41] The power of a partner.Suzy shares why listening is important.The underrated skill set that you should work on. [29:41 - 34:02] Underwriting and attention to detail.Michael shares the challenges in acquisition in the last 12 months.How to develop the skill of paying attention to details. Building the relationships during COVID. [34:02 - 40:30] Motivation behind the return on impact.Being 1% better than yesterday. The challenges of scaling your portfolio. [40:30 - 43:06] What the future looks like.Frank walks us through the deal flow funnel.Frank discusses the timeframe of a deal. [ 43:06 - 48:54] Closing segmentWhy consistency is important.Having a mentor can be cheaper than making mistakes.How to gain time everyday. Tweetable Quotes: Money should be used as a tool to do good in the world. So the more people who are out there ensuring that the world is happening. Then hopefully, one day, money can be talked about and not seen as this evil [thing]. - Suzy SevierEducation plus taking action. You have to do both, you can't just educate and not do anything with it. They say that knowledge is power but knowledge is just potential power. - Michael BarnhartSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram

Joining us on today's episode is Frank Lettiere and Loren Jacobs with Arrows Capital Group, a multifamily syndication team that offers every investor greater opportunities to maximize returns while prioritizing people and positively impacting the communities we invest in.For today's episode we will cover: [00:00 - 8:07] Opening Segment.Getting to know Frank Lattiere and Loren Jacobs.Frank and Loren share their humble beginnings and their journey in their professional life. [8:07 - 13:26] Importance of building a relationship with investors. The direct correlation between relationships and success. Impacting the lives of others.Frank and Loren share the importance of impacting the lives of investors.[13:26 - 18:04] The value of networking.Surround yourself with people that push you.Finding people that align with your philosophies. [18:04 - 20:32] Giving back to the community through education.Educating real estate investors in order to solidify your relationship.Why real estate is a foreign language. [20:32 - 25:55] The challenges in expanding an investment portfolio.Loren shares why intentional effort is important.How to know the right time to grab a deal.Creating opportunities to separate from the rest of the market. [25:55 - 29:59] Getting deals through adversity.Frank shares how acquisition has evolved in the last 24 months.Creating a preliminary analysis tool that ties in with the investor returns. Developing operational efficiencies. [29:59 - 34:24] Being in tune with the current market.Having an efficient team. The challenges of scaling your portfolio. [34:24 - 40:40] Deal Flow and Cost Per Capital.Frank walks us through the deal flow funnel.Frank discusses the timeframe of a deal. [40:40 - 48:24] Matching expectations with investorsWhat is the common problem today with today's landscape.Making sure that the investor knows the current market. [48:24 - 57:37] Closing segmentHow to get those green numbers in the spreadsheet.Being dynamic will give you an upperhand.Creative ways in structuring your deals.How Frank and Loren further their learnings.Tweetable Quotes: Incredible and significant things happen when you prioritize other people, add value, help other people, and Genuinely concern yourself with their success. - Loren JacobsSUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn and FacebookJohn on LinkedIn and Facebook Brian on LinkedIn and Facebook