Real Estate Asset Management Podcast

With rising debt, shifting prices, and mounting investor uncertainty, what's really going on in the US economy? In this episode, real estate expert Kathy Fettke joins us to break down key trends shaping the housing and rental markets today. From the rise in multi-family loan delinquency to the surprising stability in home defaults, Kathy explains what these signals mean for investors. We also explore the impact of the potential Big Beautiful Bill, the role of financial engineering in today's economy, and where prices are rising or leveling across the country. Whether you're navigating your first investment or managing a growing portfolio, this conversation offers timely insights and practical takeaways. Tune in now! Key Points From This Episode:Introducing today's guest, Kathy Fettke. An overview of how the US economy is doing at the moment. The debt-to-income issue and why it's problematic. A breakdown of the rise of multi-family delinquency. The positive sides of the Big Beautiful Bill. Where prices are going up on houses and where they're stabilizing. Why delinquency rates on homes aren't going up. What all of this really means for investors. The role of financial engineering in the US economy. Links Mentioned in Today's Episode:Kathy Fettke on LinkedInKathy Fettke LinktreeKathy Fettke on XKathy Fettke on Instagram Retire Rich with RentalsScaling SmartAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

The dust has barely settled on the Invest Smart Summit 2025, curated by Break of Day Capital, and today, fellow colleagues Andy Huang and Joe Fang join Gary to unpack everything that happened in our third major summit (after the first two focused on real estate and asset management). Andy begins the conversation by explaining why he was more excited about his own panel than others before Joe shares some love for Gary and Ryan Kennedy's presentations. Then, we discuss key takeaways from the Beyond the High, Mastering Money, and Inside the Mind of a Passive Investor panels, and Andy explains the importance of Break of Day Capital's commitment to reporting and transparency. We also discover from Gary's three-summit experience what resonates the most with attending investors, and our three hosts dream of their ideal lineup for future summits. To end, we revisit our favorite speakers from 2025, why we believe that this was a successful and well-rounded event, what to look forward to in the next installment, and how to download all recordings of the Invest Smart Summit 2025.          Key Points From This Episode:Andy Huang explains why he was most excited about his own panel at the Invest Smart Summit.Joe Fang shares his appreciation for Ryan Kennedy and Gary's presentations. Key takeaways from the Beyond the High panel which compared various investment paths.The power of Excel as seen the Mastering Money panel, moderated by Andy.Getting ‘Inside the Mind of a Passive Investor', as moderated by Joe. Why Andy reveres Break of Day Capital for its consistent reporting and transparency. After three Invest Smart Summits, Gary explains what resonates most with attendees. Andy, Gary, and Joe discuss their dream panelists for future summits. Standout speakers from the Invest Smart Summit 2025.Gary's protocol for prepping for interviews with people from different industries.How to get your Invest Smart Summit recordings and plug into the community.What to look forward to at the next summit! Gary's studio debacle, and our final thoughts on this year's successful, well-rounded summit. Links Mentioned in Today's Episode:Invest Smart Summit Invest Smart on FacebookThe 5 Types of Wealth Sahil BloomAlexis and Dean Ryan Kennedy on LinkedIn Laurel Mintz on LinkedIn Eric Pan on LinkedInJessica Inskip on Instagram Kaaren Hall on LinkedIn Aleksey Chernobelskiy on LinkedIn Jim Pfeifer on LinkedIn Jeremy Roll on LinkedIn Ray Dalio on LinkedInWarren Buffett | Berkshire HathawayPeter Attia Raoul Pal on LinkedInJared Dillian Kathy Fettke

Many first-time investors assume they need a 20% down payment to get started, but that's not the case! Joining us to break it all down is Joseph Shalaby, founder and CEO of E Mortgage Capital, a national brokerage supporting nearly 900 loan officers across 48 states. He sits down with host Gary Lipsky to discuss the business model behind EMC's success, key mortgage lessons for investors and loan officers, and financing options that make it easier to purchase your first property. Joseph outlines his three pillars for building a thriving mortgage business (service, community, and relationships) and explains how strong operational support allows loan officers to focus on what they do best. He also shares practical strategies for staying top of mind with clients and dispels common myths around income and loan requirements. To hear the full scope of his approach to business, sales, and navigating real estate finance, be sure to tune in!Key Points From This Episode:Introducing Joseph Shalaby, founder and CEO of E Mortgage Capital (EMC).How E Mortgage Capital helps loan officers build their own businesses.The full-service ecosystem that supports EMC loan officers nationwide.Why strong operational support keeps loan officers focused on sales.The importance of finding partners who complement your strengths.EMC's three pillars of success: service, community, and relationships.Joseph's client engagement strategies for staying top of mind.Common myths about mortgage requirements for new investors.Why you don't need a 20% down payment to buy your first investment property.Alternative qualification options, like bank statements and DSCR loans.Reflections from Joseph on the importance of early tech adoption.How rapid delegation helps him implement new ideas efficiently.Where to learn more about Joseph and E Mortgage Capital.Links Mentioned in Today's Episode:Joseph Shalaby Joseph Shalaby on LinkedInJoseph Shalaby on X Joseph Shalaby Instagram Joseph Shalaby TikTok Joseph Shalaby YouTubeJoseph Shalaby SnapchatE Mortgage CapitalCoffeez for Closers with Joe Shalaby Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Too many high earners look successful on paper but still feel stuck when it comes to building lasting wealth. In this special episode, host Gary Lipsky steps into the guest seat as his daughter, Arielle Lipsky, takes the mic to interview him about the upcoming Invest Smart Summit. Designed for busy professionals, this free virtual event brings together top minds in real estate, business, and personal development, including Sahil Bloom, Tim Storey, and Tom Wheelwright. In today's conversation, Gary shares how the summit explores not just financial growth, but also health, mindset, and emotional resilience. Discover who the summit is designed for and why it's not a sales pitch, just honest, practical advice from experts. Gary also previews a few standout sessions, including insights from his bestselling book Invest Smart on spotting red flags in syndications. Join us for a behind-the-scenes look at the Invest Smart Summit!Key Points From This Episode:An overview of the upcoming Invest Smart Summit and its speakers.The summit's focus on building multidimensional wealth, not just real estate investments.What to expect: real advice from experts instead of sales pitches or upsells.Who the summit is designed for and why accessibility is a priority.How attendees can register for free and access recordings if needed.A preview of Sahil Bloom's session with lessons from his bestseller, The 5 Types of Wealth.What to expect from Tim Storey's talk on resilience and mindset.How Tom Wheelwright simplifies advanced tax strategies.A look at Gary's session on red flags in real estate syndications.Other topics covered, including health, mindset, and legal guidance.Where listeners can go to register and view the full speaker lineup.Links Mentioned in Today's Episode:Invest Smart Summit Invest Smart: Spotting Red Flags in Real Estate Syndications Sahil Bloom The 5 Types of Wealth Tim StoreyTom Wheelwright Kathy Fettke Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

AI is rapidly becoming an essential tool across industries, but for real estate and asset management, it's no longer optional. In his fourth appearance on the podcast, Neal Bawa returns to deliver a powerful masterclass on AI in real estate. Neal is the CEO and Founder/Cofounder of Grocapitus, Multifamily University, and Mission10K. Known as “the Mad Scientist of Multifamily,” his insights have helped him build an asset portfolio nearing $1 billion. Neal begins by reintroducing himself before diving into best practices for using AI in real estate. He explains how ChatGPT supports his developments and investment strategies, why AI excels at recommendations and comparisons, and how machine learning can save both time and money. He also shares tips on making AI tools more effective in the workplace. You'll learn why AI is indispensable for real estate professionals, how to leverage ChatGPT's “deep research” feature, and how AI can identify potential vulnerabilities to avoid legal issues. Neal also reveals how he uses AI for market research and which data sets he inputs to get the best results from ChatGPT. Tune in to find out how AI is transforming real estate (and how you can stay ahead of the curve)!Key Points From This Episode:AI in real estate, plus best practices for maximization. Why you should be using AI in everything you do.How Neal's ChatGPT Absorption Metric informs new developments and investments.The joys of leaning on AI for recommendations and why it's best for making comparisons.Ways to make AI fun and rewarding for everyone at work. Becoming an AI master, saving valuable time, and the power of “deep research.”How AI can help identify vulnerabilities in contracts and agreements, minimizing legal costs.The data sets Neal and his team feed ChatGPT to get the best results.How AI fuels his market research. Links Mentioned in Today's Episode:Neal Bawa on LinkedInNeal Bawa on InstagramNeal Bawa on FacebookNeal Bawa on YouTubeGrocapitusMultifamily UniversityMission10K Episode 5: Marketing with Neal BawaEpisode 116: Boosting Net Operating Income with PropTech with Neal BawaEpisode 185: Neal Bawa – Less Distress ChatGPTMicrosoft TeamsCoStar RealPage Yardi Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Hard assets are time-proven as one of the best ways to build sustaining wealth. Joining us today is Ben Reinberg, the CEO of Alliance Consolidated Group of Companies and author of Hard Assets and Hard Money for Hard Times. We begin with Ben's background and journey into real estate before diving into what he thinks about the current state of the real estate market. Then, we discover the dangers of chasing big deals when you're not yet ready to hold them, the roles of resilience, persistence, and self-care in profitable real estate investing, why you need to surround yourself with top talent, and how to go about it, and the way Ben and his team adopt AI at work. To end, we unpack the many lessons that can be found in Ben's new book, and our guest reminds us why hard assets are the best investments if you're trying to build wealth.Key Points From This Episode:Ben Reinberg describes who he is and what he does. His thoughts on the current state of the real estate market and why we all need to be patient.The dangers of chasing big deals when you aren't ready to hold them. Why resilience, persistence, and self-care are vital for real estate investing. How to attract amazing talent into your life and resource pool. The way Ben and his team lean on AI at work. Unpacking the lessons of his latest book, Hard Assets and Hard Money for Hard Times.A reminder of why hard assets are the best way to build wealth. Links Mentioned in Today's Episode:Ben ReinbergBen Reinberg on LinkedInBen Reinberg on InstagramBen Reinberg on XBen Reinberg on FacebookBen Reinberg on YouTube Ben Reinberg on TikTok Alliance Consolidated Group of Companies Alliance Academy Hard Assets and Hard Money for Hard Times I Own It with Ben ReinbergInvest Smart SummitAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

What does it mean to vet a real estate deal as a limited partner? In this episode of The Real Estate Investor Podcast, host Gary Lipsky welcomes Aleksey Chernobelskiy, Principal at Centrio Capital Partners and Founder of GP-LP Match. Aleksey previously ran Store Capital's lucrative real estate portfolio and underwriting team before shifting his focus to educating and advocating for limited partners (LPs). Through his daily posts, newsletter, and investing partner platform, he helps LPs avoid costly mistakes and spot opportunities others miss. During the conversation, Aleksey explains the difference between REITs and funds and how return profiles compare across REITs, funds, and syndications. Discover why the Internal Rate of Return (IRR) metric is flawed, Aleksey's “three pillars” of LP investing, why investors should vet General Partners (GPs), and the biggest mistakes to avoid. Join Gary and Aleksey to learn why downside risk matters, what distorts deal projections, and why honesty, not perfection, builds investor trust. Tune in now!Key Points From This Episode:Background about Aleksey and how he helps LPs evaluate real estate deals.Hear what got him interested in educating LPs to make better investment decisions.The difference between a Real Estate Investment Trust (REIT) and a real estate fund. Find out how return profiles compare across REITs, funds, and syndications.Issues with the Internal Rate of Return (IRR) metric and why it should be avoided.Discover Aleksey's “three pillars” of LP investing and what makes it effective.Learn why educating yourself (or sitting out) is better than gambling on a deal.Unpack the biggest and most common mistakes Aleksey sees from both GPs and LPs.How to approach capital calls and why your best investors are your existing ones.Explore what is often missing from investment decks and what to include instead.Aleksey's key advice for LPs: study 100 deals and trust the reps.Links Mentioned in Today's Episode:Aleksey Chernobelskiy on LinkedInAleksey Chernobelskiy on XCentrio Capital PartnersGP-LP MatchLimited Partner (LP) Investing Lessons Newsletter‘10 reasons why deal flow rules the world'Invest SmartAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Open land rarely garners the same attention as developed properties due to their perceived value discrepancies. But as today's guest, Kevin Bupp explains, there are many ways to generate significant income from open spaces like mobile home parks and parking lots. Kevin is a seasoned commercial real estate investor, a top podcast host, and author of The Cash Flow Investor, a practical step-by-step framework for creating financial freedom by investing in commercial real estate. Kevin begins our conversation by explaining who he is, what he does, and how he got into the world of real estate. Then, we discover what piqued his interest in mobile home parks, how he invested before stumbling upon this revenue stream, the challenges he's overcome and lessons learned since and because of The Great Recession, and the importance of discipline and planning for the worst when entering new investments or developments. To end, we unpack parking lots and why this is a crucial business model to take note of, and we explore why seasoned real estate professionals appreciate the value of longer holds.    Key Points From This Episode:Kevin Bupp explains who he is, what he does, and how he got into real estate. Understanding what drew him to mobile home parks and how he invested before this venture.The lessons he learned from The Great Recession of 2008.Challenges he and his company have faced and ultimately, overcome. The power of discipline, planning for the worst, and being secure in real estate fundamentals. Parking lots: Why this relatively underexplored business model deserves a second look.  How real estate experience reveals the value of longer holds. Links Mentioned in Today's Episode:Kevin BuppKevin Bupp on LinkedInKevin Bupp on InstagramKevin Bupp on FacebookKevin Bupp on YouTube The Cash Flow Investor ‘The Passive Investors Guide to Parking Lot Profits'Real Estate Investing for Cash Flow | Mobile Home ParkSunrise Capital Investors  Invest with Sunrise Capital InvestorsBrian Spear on LinkedInAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Uncertainty in the real estate market can create both risk and opportunity. Long-term success belongs to those who know how to navigate it wisely! In this episode, we welcome back investor, macroeconomics expert, and Director of Investor Relations at Break of Day Capital, Joseph Fang, to break down key market trends, interest rate predictions, and investment strategies that matter right now. Gary and Joe discuss their recent acquisition of Icon on Headley, the importance of strategic staffing and property synergies, and how macroeconomic forces (like tariffs and inflation) impact real estate. Joe also shares his insights on interest rate trends and why he believes rates will begin to drop in 2025. For a deeper understanding of market shifts and how to position yourself for success in an unpredictable economy, don't miss this thought-provoking conversation with Joe Fang!Key Points From This Episode:Insight into a recent acquisition: Icon on Headley and its strategic benefits.How sister properties create cost savings and efficiency.The state of the multifamily real estate market and deal flow trends.Interest rate trends: why Joe predicts rates will drop in the second half of the year.The real impact of tariffs on real estate and material costs.Strategies for increasing NOI through operational efficiencies.Choosing the right type of financing and structuring deals effectively.Lessons from market volatility: avoiding overleveraging and maintaining liquidity.Why institutional investors are preparing to jump back into real estate.Links Mentioned in Today's Episode:Invest Smart: Spotting Red Flags in Real Estate SyndicationsJoseph Fang on LinkedInAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Is now the right time to invest in real estate, or are we on the verge of a market downturn? In this episode of the Real Estate Investor Podcast, we sit down with seasoned investor Jeremy Roll to unpack the state of real estate investing in today's economic climate. Jeremy began investing in 2002 and left the corporate world in 2007 to pursue financial freedom through passive income. He now manages a network of investors and is also a co-founder of For Investors By Investors (FiBi), where he shares his extensive knowledge of low-risk, predictable investment strategies. In our conversation, we discuss market cycles, risk management, and the strategies that have kept him ahead of economic downturns. He talks about the warning signs he saw in 2020, why it was an overheated market, and the dangerous reliance on floating-rate bridge loans. We explore the role of economic cycles, the impact of interest rates, and why sticking to a disciplined investment framework is crucial. We also delve into how multifamily construction trends might delay a recession, what asset classes have the most future potential, and much more. Join us to discover how passive investors should educate themselves, avoid common pitfalls, and navigate market uncertainty with Jeremy Roll. Tune in now!Key Points From This Episode:Jeremy's background in corporate America before transitioning to full-time investing.He explains the early warning signs in real estate he noticed during the early 2020s.Unpack the current challenges in real estate investing and how he overcame them. Uncover the pros and cons of exiting deals early versus staying in the market longer.How money printing causes market distortions and how this impacted real estate.Learn about a set investment “box” and how to stick to a strategy despite market hype.Why investors should avoid deals that don't fit a disciplined investment framework.Hear why his biggest win for the year was avoiding floating-rate bridge loan investments.Jeremy shares his outlook for real estate in 2025 and beyond. Explore the role of interest rates and the cautious approach to managing inflation.Acceleration of an economic slowdown due to government job cuts and policy changes.Find out about what asset classes to invest in and valuable resources for passive investors.Tools and strategies that help Jeremy be a better investor and to contact him. Links Mentioned in Today's Episode:Jeremy Roll on LinkedInJeremy Roll EmailFiBi CapitalEpisode 96: Bullish or Bearish, with Jeremy RollInvest SmartCalculated Risk BlogShadowStatsAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

What separates top-performing real estate investors from those who struggle? In this episode, we sit down with Mike Taravella, an experienced real estate investor and asset manager with a background in accounting and corporate finance. Mike is the founder of Niche Holdings, where he manages millions of dollars in assets and provides third-party asset management consulting to optimize client portfolio performance. In our conversation, Mike shares his journey from corporate accounting to real estate and explains how he leveraged financial systems, automation, and AI tools to streamline asset management. We delve into the benefits of structured asset management practices and the concept of Net Promoter Scores. We uncover the power of secret shopping, the importance of financial oversight, and how to overcome CapEx mismanagement hurdles. Mike also unpacks 2024's real estate market challenges, explores why high-impact KPIs are essential, and explains his approach to handling property managers. Join us to learn how to avoid common mistakes, streamline operations, and maximize portfolio performance in a rapidly shifting market with Mike Taravella! Tune in now!Key Points From This Episode:How Mike transitioned from corporate accounting to real estate portfolio.Find out how AI can streamline financial reviews and reporting in real estate.Explore how Net Promoter Scores and tenant surveys reveal hidden property issues.Learn how to effectively communicate and work with property managers. Mike's method for tracking and monitoring assets and the power of secret shopping.Why consistent tracking and monitoring improves performance and accountability.Uncover the various challenges and trends in the asset management landscape. The biggest struggle he faced in 2024 and how he was able to overcome it.Hear how CapEx mismanagement can negatively impact investment returns.Fraud in property management and ways to prevent it.Links Mentioned in Today's Episode:Mike Taravella Mike Taravella on LinkedInMike Taravella on XMike Taravella on InstagramMike Taravella on YouTubeNiche HoldingsChatGPTClaudeAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

What's going to be good and bad for the economy in the next year? Dr. Peter Linneman is a renowned real estate expert and economist with nearly 45 years of experience, and he joins us today to share his keen insights into the current and future state of the US economy. Combining academic excellence from Wharton and the University of Chicago with a successful business career as Founding Principal of Linneman Associates, Dr. Linneman is an advisor to leading corporations and multiple published authors. Join us for an informative discussion and a fascinating growth forecast for the coming year in light of productivity, population growth, and geopolitical events. We also discuss tariffs and inflation, the impact of natural disasters on the housing market, and the potential of the build-to-rent market. Don't miss today's enriching conversation. Key Points From This Episode:Welcome to leading economic expert and author of Real Estate Finance and Investments, Dr. Peter Linneman. Dr. Linneman's thoughts on economic, real estate, and employment growth in 2025.How the economy has developed following the 2020 pandemic. Peter's opinions on USAID and its impact in Africa. His predictions on how the price of single-family housing and apartments will change in the coming years. How tariffs will affect inflation. Advice for lenders on how to put their money to work. How the LA fires may affect the LA inventory market. His thoughts on where student housing is reliable.Insurance rates and expenses in the future. The build-to-rent market and how it affects the market. Peter's thoughts on AI.Links Mentioned in Today's Episode:Peter Linneman on XPeter Linneman on LinkedInSAM Elimu Charity Linneman AssociatesReal Estate Finance TextbookThe Great Age RebootAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Joining Gary on the podcast today is Austin Hair. Austin is a real estate developer specializing in identifying prime locations that help clients scale quickly and provide investors with secure, compounding returns. With over a decade as a professional wakeboarder and a finalist on American Ninja Warrior, Austin combines discipline and calculated risk-taking to excel in real estate investment. He focuses on finding low-risk, high-return opportunities that benefit both tenants and investors. Tune in to hear how Austin got into the business of real estate and the key data points they look at when choosing their locations. He even highlights risk return ratios they analyze to make investments safer. For all this, and more, start listening now. Key Points From This Episode:Listeners are introduced to today's guest, Austin Hair.More about what he does and how he got into the business of real estate.Key data points they look for when choosing locations. Why they haven't tried their approach on any other asset class.He highlights other risk-return rations they look at to make investments safer.The pros and cons of the medical retail asset class.Austin shares his thoughts on what he's seeing (geographically) for 2025 and the markets he is looking at for the medical field.Links Mentioned in Today's Episode:Austin Hair on LinkedInAustin Hair on InstagramAustin Hair on XAustin Hair on FacebookAustin Hair on YouTubeLeaders Real EstateHelping Healthcare ScaleRich Dad Poor Dad: What The Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New RichEntrepreneurial Leap: Do You Have What it Takes to Become an Entrepreneur? Pitney BowesAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

One of the great pains of being a homeowner is dealing with squatters and even worse, title fraud. Today, with the help of George McCleary, we learn how to protect ourselves against would-be squatters and how to be prepared when someone tries to rob you of your equity. George is the CEO of Defender Networks, a company dedicated to protecting their users from squatters, title fraud, and other real estate scams, and he gained viral fame by exposing how effortlessly a house can be stolen in his social media video, “I stole a House.” We begin with George's professional background and how he reacted to his new-found fame before he shares some incredible squatting stories from his experience. Then, we unpack squatting legalities, the costs to homeowners when squatters take over, common character traits among most squatters, and how squatting can lead to investment losses. To end, George unpacks title fraud and the many details we may not know about equity being stolen, and he shares crucial solutions for preventing squatting and title fraud.   Key Points From This Episode:Defender Network's CEO, George McCleary explains who he is and what he does. How he was stunned by his viral fame before embracing it. Crazy, unbelievable, and sensational squatting stories. How to legally remove squatters from your home. The eyewatering costs of squatting, and common squatter characteristics.How squatting ruins investments. The ins and outs of title fraud. How to prevent squatting and title fraud. Links Mentioned in Today's Episode:George McClearyGeorge McCleary on LinkedInGeorge McCleary on InstagramGeorge McCleary on FacebookGeorge McCleary on XGeorge McCleary on TikTokGeorge McCleary on YouTube I Stole a House | George McCleary on XTitle Fraud Defender- 20% off Promo Code: BODCSquatter Defender- 20% off Promo Code: BODC  Gobundance David Greene on LinkedInAmerican Land Title AssociationGobble Gobble Give Thanksgiving CharityAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Hannah Hammond is a resilient entrepreneur who overcame a challenging childhood to build a remarkable career, founding and leading multiple successful companies across real estate, lending, construction, and property management. During this episode, she joins us to share her story and to offer insights on entrepreneurship, financial success and personal growth. From the book that started it all to the evolution of her business, we discuss Hannah's self-education and the key insights that have shaped her career. We also unpack the role of fear and why a little bit of trepidation can be a good thing for entrepreneurs, what Hannah sees as her greatest achievement, and what changes when you realize that although finances are important, there is much more to life than money. Join us today to hear all this and more. Key Points From This Episode:Introducing guest, Hannah Hammond, a serial entrepreneur in property management, lending and construction. The book that sparked her interest in finding financial success.What being an entrepreneur is truly about: freedom. How her debt fund began and what it has evolved into in 2025. Some of the books that have been pivotal to Hannah's self-education. The basis of real estate and how she came to realize what it truly is. Hannah's relationship with fear. Why she believes in building slowly and steadily.What Hannah sees as her greatest achievement: personal growth. Embracing the perspective that happiness is more important than money.Hannah's upcoming podcast. Links Mentioned in Today's Episode:Hannah Hammond on LinkedIn Hannah Hammond on InstagramHannah Hammond on YouTubeHannah Hammond on XThe Hannah Hammond ShowRich Dad, Poor DadDan Sullivan The Millionaire Real Estate InvestorRich Dad's Guide to InvestingAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

What makes a successful relationship between operators and general contractors? In today's episode, we speak with Ruben Ortiz, founder of Sayan Renovations & Construction. Based in Dallas, Ruben and his team tackle complex multifamily Capex projects with a focus on quality, innovation, and authenticity. In our conversation, Ruben shares his journey from working alongside his father in construction to leading a nationwide team transforming multifamily properties. We discuss how Sayan Renovations & Construction builds strong GC-operator relationships, hear practical advice on value-add projects, and uncover actionable insights to help investors optimize their Capex strategies. Join us to learn how to create lasting impact, improve ROI, and streamline construction processes in your multifamily investments with Ruben Ortiz. Tune in now!Key Points From This Episode:Ruben's journey from laborer to founder of Sayan Renovations & Construction.How Ruben's team tackles large-scale multifamily Capex projects with precision.Learn why honesty and transparency are vital in building GC-operator relationships.Discover the common pitfalls operators face when selecting a GC.The importance of early GC involvement in budgeting and planning.Ways branding and first impressions can transform leasing success.Cost-effective upgrades that significantly enhance multifamily properties.Uncover the ROI potential of exterior renovations and amenity improvements.Advice on how operators can work with GCs effectively and the pitfalls to avoid.Hear about Ruben's standout projects and his approach to nationwide coordination.Links Mentioned in Today's Episode:Ruben Ortiz on LinkedInSayan Renovations & ConstructionSayan Renovations & Construction on InstagramSayan Renovations & Construction on FacebookSayan Renovations & Construction on LinkedInDisrupt EquityMomentum MultifamilyAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Welcome back to a new year and another episode of The Real Estate Investor Podcast with your host, Gary Lipsky of Break of Day Capital. In this episode, Gary dives into today's topic: finding and closing deals in the current market. He shares insights from their most recent deal, recaps the capital trends of 2024, and offers actionable tips to help you prepare for when deals come to market. Tune in to discover what made this a challenging year for investors, why understanding your market is crucial, and hear Gary's important public service announcement. Thanks for listening!Key Points From This Episode:The focus of today's episode: finding and closing deals in today's environment.Gary shares details about their most recent deal and their plans for the property.A quick recap of last year's capital side of things. What you can do to remain ready for when deals are eventually put out.What made this year, as an operator, a rough year.The importance of knowing the market well, and running real estate as a real business.A public service announcement from Gary.Links Mentioned in Today's Episode:National Multifamily Housing Conference NMHCInvest Smart: Spotting Red Flags in Real Estate SyndicationsAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Taxes don't have to be daunting, especially when you know the strategies to make them work for you. In today's episode, we welcome back Brandon Hall, a practicing CPA and the founder and managing partner of Hall CPA, to unpack powerful tax-saving strategies every investor should know. Brandon delves into key topics for year-end tax, like how to handle bonus depreciation and the best ways to navigate the short-term rental loophole. He breaks down some of the pitfalls of trying to save money in the short term and the benefits of thinking long-term and reducing your effective tax rate, offering a clear breakdown of how to save money in the long run. Discover different long-term tax saving strategies, like the BRRRR method, and how to approach mechanisms like a 1031 exchange. Brandon also breaks down how to deal with passive activity netting, qualifying as a real estate professional, and why it's essential that you master documentation and admin work to successfully utilize the short-term rental loophole. Don't miss out on this must-listen for investors aiming to leverage tax advantages wisely and avoid costly pitfalls!Key Points From This Episode:Expected upcoming tax changes with the new Republican administration.Advice for handling bonus depreciation at the end of the year.When and how to get your cost segregation (cost-seg) study done.How audits have increased and why you should document all receipts.Thinking long term with your taxes and how to reduce your effective tax rate with tax planning.The tax benefits of investing in oil and gas (and whether it's worth it).How to successfully use the BRRRR strategy: buy, rehab, rent, refinance, repeat.The benefits and drawbacks of a 1031 exchange, like the swap and drop method.Discerning between passive and non-passive activities and how to use them.Passive activity netting: what it is and how to leverage it.The requirements for qualifying as a real estate professional.A breakdown of how to navigate the short-term rental loophole.Taking on the administrative burden of the short-term rental loophole.A cautionary tale from a 2020 tax court case, Lucero vs. Commissioner.Links Mentioned in Today's Episode:Brandon Hall on LinkedInHall CPAHall CPA on XHall CPA on FacebookEpisode 120: Real Estate Tax Changes with Brandon HallAsset Management Mastery Facebook GroupBreak of Day CapitalBreak of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Jon Simpson is passionate about helping multi-family investors turn leads into leases. Founder of Criterion.B and BeSwifty, Jon is a multifamily marketing expert with over 20 years of experience in digital solutions and AI-driven property marketing and he joins us in conversation to share key insights from his extensive experience. He has worked with top brands like AG Spanos Corporation and RPM helping property managers streamline processes and convert leads into leases. Tuning in, you'll hear how Jon approaches website builds for clients, property photography, and marketing spend. He shares his thoughts on having a digital presence you can control, why ILS is a great place to prioritize this, and why, although it is the most expensive place to advertise, he recommends Google above all other options. Finally, we discuss the importance of getting the most out of AI to optimize marketing efforts and what you can really do with the data that it provides. Thanks for tuning in. Key Points From This Episode:Introducing Jon Simpson and his journey to multi-family.His client onboarding process and where he begins to work with them. How he approaches building a website when a client has an existing site.Understanding photography rights and partnering with the appropriate companies. Using Google Business and Google Ads to maximize marketing efforts and drive visits to the site. How much you should actually be spending on marketing. Why you need to have some presence on ILS. Understanding why Google is the best place to spend your money even though it is expensive.How Jon leverages the power of AI to optimize his marketing efforts.Why he is a big believer in geofencing for apartments. Understanding the lead time of your marketing efforts. Links Mentioned in Today's Episode:Jon Simpson on LinkedInJon Simpson on XSwiftyCriterion.BRPM Real EstateNRE DevelopmentsA.G. Spanos CompaniesAMLI ResidentialZumper HomeJabApartments GeofencingAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

What's the current state of the multifamily real estate market, and how can investors navigate today's economic challenges? In this episode, we welcome J Scott, a partner at Bar Down Investments and an acclaimed real estate investor. He's also the author of five books published by BiggerPockets and co-host of the very popular Drunk Real Estate Podcast. In our conversation, J delves into the impact of the recent interest rate cuts on mortgage and cap rates, explains trends in housing supply and demand, and examines how inflation and economic shifts are influencing multifamily properties. He also shares advice on overcoming rising expenses, navigating distressed debt opportunities, and avoiding common mistakes as a real estate investor. Join us to gain insights on managing multifamily investments in a rapidly evolving market with J Scott. Tune in now!Key Points From This Episode:The influence of recent rate cuts on mortgage rates and the multifamily market.Cap rates and why current conditions create a buyer's market.Navigating market volatility and why buying during downturns is a good strategy.Key economic indicators that J tracks to uncover industry trends. How inflation has capped rent growth while increasing operating costs.Perspectives on the most common mistakes real estate investors make.J's advice: invest for the long term and avoid selling assets prematurely.Links Mentioned in Today's Episode:J ScottJ Scott on XJ Scott on LinkedInBar Down InvestmentsDrunk Real Estate PodcastBiggerPockets BiggerPockets Books by J ScottAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Ever wonder what it truly takes to reach financial freedom? In this episode, Aaron West breaks down the mindset and steps behind his "7 Levels of Wealth" concept. Aaron is the owner of The West Experience Real Estate Group and has built a successful career in real estate, including fix-and-flips and wealth-building strategies. He is passionate about helping entrepreneurs achieve financial freedom and live fulfilling lives. In our conversation, Aaron delves into his journey from growing up in poverty to building a successful real estate portfolio and creating wealth. He discusses the common lessons learned from interviewing successful entrepreneurs and the importance of deciding to be wealthy, persevering through struggles, and the power of relationships. Aaron shares actionable advice on how entrepreneurs can transform failures into successes, stay focused on their niche, and leverage the concept of "stewardship" over their finances. Join us to discover the secret to living in abundance and learn why giving back is vital to building long-term wealth with Aaron West!Key Points From This Episode:Aaron's background, his life growing up, and his journey into real estate.The 7 Levels of Wealth concept and how to build a foundation for future wealth.Why true wealth involves a holistic approach and is not just about financial success.Shifting from a mindset of instant gratification to long-term stewardship of money.Explore the importance of focusing on your niche and avoiding distractions.Steps for navigating the personal transformations needed for long-term success.Find out why fostering authentic relationships with people is vital for success.How living in abundance through helping others brings more wealth and fulfillment.Links Mentioned in Today's Episode:Aaron West on InstagramAaron West on TikTokAaron West on FacebookThe West Experience Real Estate GroupGobundanceRich Dad Poor DadRich DadAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Real estate investing is not about numbers or transactions, it's a relationship business! This is the opinion of today's incredibly successful guest, real estate investor, and host of the podcast, The Real Estate Guys, Robert Helms. He joins us today to discuss his career and all things investment opportunities. Tuning in, you'll hear all about Robert's impressive career, why he tries not to sell property and instead collect it, the importance of narrowing your market focus, and why you need a personal investment philosophy. We delve into Robert's experience in international investment, his favorite markets, and the benefits of investing outside the US before discussing where the biggest investment opportunities lie in real estate. Our guest even shares the two biggest contributors to his success. Finally, Robert walks us through the biggest mistake he made in his career and the lessons he learned from it. Thanks for listening! Key Points From This Episode:Introducing today's illustrious guest, Robert Helms. Robert tells us about his incredible career and why he sees himself as a real-estate ‘collector'.Why he doesn't think a good investor can focus on too many markets at once. The importance of having a personal investment philosophy. Robert tells us where he sees real estate investment evolving in the future. A few benefits of investing outside of the US and Robert's favorite international markets.Where Robert thinks the biggest opportunity in real estate lies. The two biggest factors that have contributed to Robert's success. Robert shares the most difficult lesson he's learned throughout his career. Links Mentioned in Today's Episode:Robert HelmsRobert Helms on InstagramEquity Happens: Building Lifelong Wealth with Real EstateThe Real Estate GuysAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Living in abundance starts with cultivating the right mindset, and it is a consistent effort to stay motivated to live up to your full potential. To explain how a mentality of abundance improved his life, we are joined today by the CEO of GoBundance, Matt King. GoBundance is a member-led mastermind built for hardworking overachievers, and Matt describes what his role as CEO entails and how he finds joy at work. We unpack ways of escaping the mental prison of imposter syndrome, how the people and places around you influence your success, why hard work is the only true path to prosperity, and why Matt's 29029 Everesting challenge experience is the perfect example of the benefits of dedication and perseverance. To end, Matt explains why even the worst life experiences are still a gift and a blessing, the value of building relationships with like-minded people, how to build a mindset of abundance, and helpful resources to help you unlock your full potential.  Key Points From This Episode:GoBundance CEO, Matt King explains who he is and what he does. How Matt knows when he's limiting himself, and how he escapes this mental prison.The people and places that paved his road to success. Why hard work is the only route to prosperity, and how to avoid taking the easy road. Matt's reasons for taking on the 29029 challenge, and what he gained from the experience. Why he believes that every life experience—even negative ones—is a gift.What he means when he says “eagles fly with eagles.”How living with intention and creating a vision helps to build a mindset of abundance. Helpful resources for living a life with purpose and fulfilling your potential. Links Mentioned in Today's Episode:Matt KingMatt King on LinkedInMatt King on Instagram Matt King on YouTube Matt King EmailGoBundance  David Osborne on LinkedIn 29029 Everesting Rock Thomas Ego is the Enemy As a Man ThinkethAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

What does it take to successfully raise capital and build lasting investor relationships? In this episode of The Real Estate Investor Podcast, we're joined by Ryan Miller; Founder and CEO of Pentium Capital Partners and host of the global top 2% podcast, Making Billions with Ryan Miller, who shares his 15 years of experience navigating the world of finance and capital raising. Ryan takes us through his journey from humble beginnings to managing multimillion-dollar portfolios, outlining his approach to leveraging reputation, relationships, and results. He offers actionable advice for getting started; including the importance of building a network using his Triple F rule, refining your pitch, and practicing generosity when networking. If you're looking to elevate your fundraising game, this episode provides invaluable strategies for attracting investors and ensuring that deals come your way. To learn how to build a strong capital pipeline and achieve long-term success in real estate investing, don't miss this inspiring conversation with visionary finance leader, Ryan Miller!Key Points From This Episode:The story of how Ryan built his first venture capital portfolio and never looked back.Three Rs and Triple F: best practices for raising capital.Practical tips to help you find investors and refine your pitch.Common mistakes that many fundraisers make and how to avoid them.How joining boards and associations can boost your network and success.Key disciplines of capital raisers: never eat alone, always learn their story, and more.Why you must be willing to give in order to receive.Links Mentioned in Today's Episode:Pentium Capital PartnersMaking Billions with Ryan Miller PodcastRyan Miller on LinkedInRyan Miller on InstagramRyan Miller on YouTubeRyan Miller on XRyan Miller EmailFund Raise CapitalNever Eat Alone: And Other Secrets to Success, One Relationship at a TimeAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Asset management requires constant forward-thinking to ensure long-term success. Today we are joined by the co-founder of Catalyst Equity Partners, Shane Thomas, to discuss quality asset management. Tuning in, you'll hear about Shane's business, why he decided to open an in-house construction business, the biggest asset management struggles at the moment, how he overcomes them, and more! We also dive into the importance of effective communication, playing the long game in asset management, and how Shane's CPA background has contributed to his success. Plus, Shane shares valuable advice on hiring earlier in your asset management business. Press play now to catch it all!Key Points From This Episode:Introducing today's guest, Shane Thomas. A brief overview of his business, Catalyst Equity Partners. What inspired him to start CEP Construction. Shane's biggest, and most recent, struggles with asset management. The importance of effective communication in good and bad times. Playing for the long game in asset management. How Shane's CPA background helped him in property management. Links Mentioned in Today's Episode:Shane Thomas on LinkedInShane Thomas Email AddressCatalyst Equity PartnersAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

As a nation, we know very little about residential assisted living (RAL) compared to other real estate categories. So today, we welcome the two-time bestselling author and COO of Residential Assisted Living Academy (RALA), Isabelle Guarino, who sheds more light on the importance of RAL and how you can get involved. Named as one of the “Top Influencers of Senior Housing” and a two-time recipient of "The Future Leader of Assisted Living" title, Isabelle is undoubtedly America's top coach and trainer for all things RAL. She begins with a detailed breakdown of RALA before diving into the common pitfalls of operators new to RAL, the qualifications and hires that are required to run an assisted living facility, the limitations that RAL administrators have to work around, and how a residency care plan differs entirely from a tenant/landlord agreement. We also unpack proper ways to go about RAL research, helpful tools and technologies that are currently available, how scaling works in RAL, and everything else that you need to know to kick-start your residential assisted living venture. Key Points From This Episode:RAL guru Isabelle Guarino explains the work of the Residential Assisted Living Academy (RALA). Common mistakes that operators make when joining the RAL space. The qualifications and key hires necessary to run a residential assisted living facility. Understanding the limitations placed on RAL administrators. Diving deeper into the numbers and economic implications. The differences between a tenant/landlord agreement and a residency care plan. How to find the right data when doing RAL research.  A closer examination of how RALA trains its students to be successful. The future of RAL, and helpful technologies and tools to use. How scaling transpires in rental assisted living.Everything else that you need to know before joining RAL. Links Mentioned in Today's Episode:Isabelle Guarino on LinkedInIsabelle Guarino on Instagram Residential Assisted Living Academy | RALA RAL101The Young Boss Podcast Living Legacy Young BossThe Silver Tsunami of Seniors Residential Assisted Living National Association | RALNA Genworth CarePredictAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Are you interested in scaling your business but have concerns about overreaching and going broke? In her new book, Scaling Smart, Kathy Fettke gives readers a comprehensive guide to creating a self-managing business without sacrificing growth. Kathy is a renowned real estate expert, author of the best-selling title, Retire Rich with Rentals, and co-founder of RealWealth. We are delighted to have her back on the show today to talk about the contents of her new book, Scaling Smart, and how to take on the challenge of scaling your real estate investments. Tune in as she outlines how she first entered real estate due to a family crisis, the key lessons she learned from navigating syndication after the 2008 crash, and how her experiences informed her new book. You'll also hear her strategies for designing a self-managing business and how to scale thoughtfully by building an incentivized team and establishing inspired leaders within your company. For anyone looking to scale smartly and sustainably, Kathy's advice is a game changer!Key Points From This Episode:Introducing Kathy Fettke, founder of RealWealth.Kathy's new book, Scaling Smart, and why she wrote it.How her book is helping people scale their businesses without going broke.Her journey from stay-at-home mom to real estate investorKathy's experiences with the syndication process in 2009.The biggest mistakes she made and what she learned from them.Kathy's insights on avoiding ego-driven decisions.The importance of identifying your why and what you truly want.Key lessons on creating a self-managing business.How to establish inspired leaders and build an incentivized team.Where you can find Kathy's new book Scaling Smart.Links Mentioned in Today's Episode:Kathy Fettke Kathy Fettke on X Kathy Fettke on InstagramRealWealthRetire Rich with RentalsScaling Smart Ken McElroy Traction Jilliene HelmanRealty MogulAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Our very own Gary Lipsky has written another incredible real estate investment book! Invest Smart: Spotting Red Flags in Real Estate Syndications and in this episode of the Real Estate Investors Podcast, Gary is telling us all about it. Tune in to hear what you will learn from the book, why he wrote it, who it is for, and so much more! Head over to Amazon now to get your hands on this incredible guide that will make you a better real estate investor and be sure to email your review to Gary when you've read it! Thanks for listening in!Key Points From This Episode:Introducing Gary's new book, Invest Smart.What you will learn from the book. Why Gary decided to write this book. Who Invest Smart is for.A breakdown of what is covered in the book. Links Mentioned in Today's Episode:Email Gary LipskyBest In ClassAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Are you ready to scale your real estate investments but feel unsure of how to take the next step? This is the episode for you! Joining us today to share his take on how to scale efficiently (and painlessly) is John Casmon, a former corporate marketing executive turned real estate entrepreneur. John is the founder of Casmon Capital Group, where he and his team help busy professionals invest in real estate without having to deal with the difficulties of being a landlord or flipper themselves. Tuning in, you'll hear about John's journey from corporate marketing executive to managing over $100 million in apartment investments and the challenges he had to overcome along the way. You'll also find out how he took the leap into entrepreneurship, why you can't scale without partnerships, and what you need to consider when building a reliable team you can trust. To hear all of John's insights about how you can learn to think bigger, don't miss this fascinating conversation!  Key Points From This Episode:John's journey from corporate marketing to real estate.Utilizing partnerships and funds to scale investments.Reasons to surround yourself with like-minded individuals you can learn from.How to build a reliable team based on character and complementary skills.Ways to overcome fears and setbacks in real estate investing.How John's involvement in a faulty flipping business reinforced his focus on multifamily.Advice for addressing “analysis paralysis” when investing.Why learning from your mistakes is essential in real estate.Branding and marketing insights from John's corporate marketing background.Links Mentioned in Today's Episode:John Casmon on LinkedInCasmon Capital GroupMultifamily Insights PodcastAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Conducting detailed research and having great relationships with municipalities, contractors, and investors is the best way to avoid hefty delays in development deals. Today's guest is Andrew Brewer, a stationary engineer-turned-commercial operator and developer, and the Founder of IronGall Investments. We begin today's conversation with Andrew's professional history before discovering how his stationary engineering background makes him a better investor today. Andrew then details all important considerations for investors who are keen on ground-up developments, and we discuss the roles of research and relationships in shortening delays within a project. To end, Andrew shares pearls of wisdom as he reflects on the hardest business lesson he's ever had to learn.Key Points From This Episode:Welcoming IronGall's Founder, Andrew Brewer as he details his professional history.What a stationary engineer does, and how this makes Andrew a better investor. Important considerations for investors when entering a ground-up development.How comprehensive research and building good relationships help to shorten delays. Exploring one of the hardest lessons that Andrew has ever had to learn.Links Mentioned in Today's Episode:Andrew Brewer on LinkedInAndrew Brewer on Instagram Andrew Brewer EmailIronGall Investments Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Section 1031 in the tax code can be leveraged to your advantage when it comes to real estate investing and today on the Real Estate Investor Podcast, Brandon Burns is here to give listeners a 1031 master class. Listening in, you'll hear all about the power of the Section 1031 tax code in investing, what a 1031 scenario looks like, what could go wrong, how to select a qualified intermediary, and more! Brandon delves into the different kinds of 1031 exchanges before explaining what a reverse 1031 is and why it's a safe option. Finally, our guest reminds listeners to educate themselves and plan in advance before getting themselves into any situation. To hear all this and so much more, be sure to tune in now!Key Points From This Episode:Welcoming Brandon Burns to the show. The power of the Section 1031 tax code in real estate investing. Brandon walks us through a 1031 scenario in multifamily. Some possible reasons 1031 exchanges don't work out. The key qualities to look for in a qualified intermediary. A breakdown of the three different kinds of 1031 exchanges. Brandon explains what a reverse 1031 is. The tax burdens involved in buying property. A reminder to educate yourself on the rules before closing a deal. Links Mentioned in Today's Episode:Brandon Burns on LinkedInBrandon Burns Email AddressBrandon Burns on Instagram Vanguard 1031 ExchangeVanguard 1031 Exchange Contact Number: 858-331-1031Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

While multifamily investors face numerous challenges in today's market, there are still many lucrative opportunities available. Join us as we delve into the current state of multifamily investing with Feras Moussa, co-founder of Disrupt Equity, a vertically integrated commercial real estate investment firm specializing in multifamily acquisitions. As a serial entrepreneur and multifamily expert, Feras brings a wealth of experience to this episode, having overseen the acquisition of over 5,000 units and more than $800 million in assets across Georgia, Texas, and Florida. Listen in as he shares valuable advice for negotiating loan MODs, the importance of building communities, not just housing, and why cultivating a strong network is crucial for your financial success. Whether you're a seasoned investor or a beginner, you'll discover actionable strategies to elevate your multifamily investment game. Don't miss this opportunity to gain practical knowledge and insights that can potentially transform your investment approach!Key Points From This Episode:Insight into Feras' tech background and how it led him to real estate investing.His predictions for the real estate market over the next few years.Tips for negotiating loan MODs and creating a win-win scenario with the lender.The story of a recent incident that followed the closure of one of Feras' deals.Combatting the negative light that the press often casts on property owners.Why building a community and caring for your tenants are good business decisions.How you can benefit from the upcoming Multifamily Investor Network Conference.Links Mentioned in Today's Episode:Disrupt EquityFeras Moussa on LinkedInFeras Moussa on InstagramFeras Moussa on XThe Multifamily Investor Network Conference — Discount Code: LIPSKYAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

In this episode, we sit down with Patrick Francey, a multi-business owner and the CEO of the Real Estate Investment Network (REIN), to delve into the complexities of the US and Canadian markets and the different real estate market cycles. Patrick is a highly experienced real estate investor and entrepreneur with over 40 years in the industry. As the CEO of REIN, he guides investors through the nuances of real estate investment to help them build successful portfolios. In our conversation, Patrick shares his journey into real estate investing, what got him interested in it, and the significant differences between the US and Canadian markets. Explore the importance of understanding regional economic fundamentals, having a clear investment strategy, the value of focusing on regional markets, and how to prepare for economic cycles. Gain insights into the aspects to consider before investing in a property, why there is no bad time for real estate investing, the importance of being a problem solver, and the various hurdles investors face in real estate. He also shares lessons from his real estate investment journey and why it is vital to stay educated and savvy to be successful. Tune in to uncover the secret behind navigating the ever-changing real estate market with Patrick Francey!Key Points From This Episode:Background about Patrick, his company, and how he got involved in real estate.Learn about the differences in real estate investment between the US and Canada.Discover the importance of regional market analysis over national averages.Regional economic aspects to consider, such as GDP and job growth.Explore the pros and cons of immediate and long-term investment strategies. Navigating the real estate cycle and adjusting strategies accordingly.The role of partnerships and aligning values with partners.Unpack the impact of economic cycles on investment opportunities.Patrick shares advice for budding real estate investors. Why being a problem solver in real estate is essential for success. Links Mentioned in Today's Episode:Patrick Francey on LinkedInPatrick Francey on InstagramPatrick Francey on XReal Estate Investment Network (REIN)The Everyday Millionaire PodcastThe Wealthy BarberRich Dad Poor DadAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

What if your biggest obstacle in life is, in fact, yourself? In today's episode, Gary Lipsky sits down to interview Aaron Velky, a transformational coach who helps entrepreneurs overcome personal challenges to achieve their goals. Tuning in you'll learn about the critical role that mindset plays in achieving success, along with strategies for breaking out of comfort zones and addressing self-limiting beliefs. Aaron shares his journey from coaching youth soccer to guiding business professionals before offering insights on how to overcome "analysis paralysis" in real estate investing and beyond. Through personal stories and practical advice, he emphasizes the importance of continuous self-evolution and taking decisive action toward one's vision. Tune in to gain valuable strategies for personal growth and entrepreneurial success, and be inspired to take the next step in your journey!Key Points From This Episode:Aaron Velky's journey from youth soccer coach to transformational coach for entrepreneurs.Why the biggest obstacle to achieving success is usually your mindset.Strategies for identifying and overcoming self-limiting beliefs.The role of continuous self-evolution in maintaining long-term success.Techniques for breaking out of your comfort zone to foster growth.How to overcome "analysis paralysis" in real estate investing and other ventures.Practical advice on taking decisive action toward one's goals.One of Aaron's most successful transformation stories.Encouragement for listeners to embrace challenges as opportunities for development.Links Mentioned in Today's Episode:Aaron VelkyAaron Velky on LinkedInAaron Velky on InstagramGet Out of Your Own WayGet Out Of Your Own Way PodcastTony Robbins Rock Thomas Brian WeissAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Reading the markets and benefiting from both ups and downturns requires a ton of experience and vast knowledge of the real estate market. With over 30 years of entrepreneurial experience and success in business operations and real estate management, today's guest, Michael Hananel, is the perfect person to walk us through the cycles of success of real estate, so that you can make the most of your next property venture. Michael is the CEO of Strategic Growth Real Estate – a commercial real estate, brokerage, investment, and property management firm that he founded in Los Angeles in 2012 – and he begins by sharing all the details behind his decision to invest in Buffalo. Our conversation explores the possible future of real estate in America, what a financial crisis could mean for the market, how rates could be affected in the next five years, and what potential investors and owners should be considering before their next buy. To end, Michael identifies what makes a great property manager, how to find one for yourself, and the role of AI in the future of property management. Key Points From This Episode:Michael Hananel's professional background, and the work of Strategic Growth Real Estate. Why he was blown away when he began investing in Buffalo. Predicting the future of the real estate market, and Michael's thoughts on rates. The characteristics of a great property management company, and how to find one. Understanding the role of AI in the future of property management. Links Mentioned in Today's Episode:Michael Hananel on LinkedInStrategic Growth Real Estate  YardiAppFolioShowMojoAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Join your host, Gary Lipsky, for the special 200th episode of the Real Estate Investor Podcast! Over the past four years, we've featured amazing guests discussing a wide range of topics, including KPIs, disposition, downside protection, insurance, raising capital, business plan execution, construction management, exit plans, and much more. Our guests have included economists like Dr. Peter Linneman, lenders, lawyers, operators, and even a functional medicine practitioner because of his firm belief that health is wealth. We've also welcomed a former pro skater, a UFC fighter, a fireman, and men and women who have served our country. Tune in for this special episode featuring recaps and takeaways from the last four years of the podcast. Thanks for listening!Key Points From This Episode:What's in stall for our special 200th episode of the Real Estate Investor Podcast.Gary digs into some of the biggest takeaways from the podcast over the years.How the podcast has changed since its conception during the COVID-19 shutdown in 2020.Lessons learned over the past four years. Links Mentioned in Today's Episode:Peter Linneman on LinkedInAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Are you curious about how to successfully sell a property in a challenging market? In this episode of the Real Estate Investor Podcast, host Gary Lipsky of Break of Day Capital delves into the complexities and strategic decisions involved in selling a real estate deal amidst fluctuating interest rates and economic uncertainty. Gary shares his experience of opting to sell a student housing property in Tucson instead of refinancing it, detailing the meticulous process from initial consideration to closing the deal. Tune in to learn how investor feedback, market conditions, and thorough due diligence play crucial roles in making successful real estate transactions. Let's dive into the ins and outs of selling a deal in today's market!Key Points From This Episode:Current market challenges and the impact of interest rates on property values.The importance of investor feedback in decision-making.How they chose what they believed was the best option out there.A shoutout to everyone who helped make this deal possible.Background on the student housing property in Tucson at the heart of this deal.How to conduct extensive due diligence, including property tours and navigating city permits.Value-add strategies: Leasing adjustments, dividing units, and utility billing.Rebranding to attract the desired tenant demographic.Installing solar panels and its financial implications.Ongoing operational challenges like occupancy fluctuations and maintenance.The outcome: a successful sale providing solid returns for investors.Links Mentioned in Today's Episode:Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Cost segregation is a tax deferral strategy that can be extremely beneficial for investors when done correctly. Jeffrey Shilling is a Principal Partner at Pacific Cost Segregation, and he joins us today to explain what a cost segregation company is and what it does for its clients. In this episode, you'll learn how The Tax Relief for American Families and Workers Act of 2024 affects cost segregation, how to find the right cost segregation company to work with, how to know when it's time for a cost segregation report, and the important cost segregation rules and deadlines to be aware of. You'll also discover why cost segregation is the ultimate tax deferral strategy before Jeff walks us through the correlation between a cost segregation and a 1031 exchange, plus so much more! For your comprehensive guide to cost segregation, be sure to tune in today! Key Points From This Episode:Jeff details his professional journey and the work that he currently does.  The duties of a cost segregation company. What we can learn from The Tax Relief for American Families and Workers Act of 2024. How to vet and find the right cost segregation agency for you. Understanding when it's the right time to push for cost segregation. Whether the length of time that a property is held for influences cost segregation viability.Cost segregation deadlines to be aware of (not to fear).The ultimate tax deferral strategy and other need-to-know facts about cost segregation. Cost segregation and 1031s.Links Mentioned in Today's Episode:Jeffrey Shilling on LinkedInPacific Cost Segregation American Society of Cost Segregation Professionals  The Tax Relief for American Families and Workers Act of 2024Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

You don't have to be the best or the smartest to succeed in the real-estate world, you just have to put your ego aside and be open to learning from those smarter than you. Today we are joined by hotelier, Matt Aitchison to discuss mindset and vision! Matt is a speaker, real estate investor, spirits investor, and podcast host who has found success through his incredible mindset. In this episode, you'll hear all about Matt's career, how he makes his investment decisions, where his value-add mindset came from, and why you need to be open to learning every single day. We delve into his new hospitality ventures before Matt shares why you cannot let fear hold you back. To hear all this and even learn about Matt's likability formula, tune into the Real Estate Investor Podcast now!Key Points From This Episode:An introduction to today's guest, Matt Aitchison. Matt tells us about himself and what he does. How he got into hotels and how he decides what to invest in and when. Where Matt developed his value-add mindset. The importance of putting your ego aside and being open to learning every single day. Matt shares his likability formula. His new hospitality venture in the distillery business. The importance of owning something in order to achieve financial freedom. Why you cannot let fear hold you back. Links Mentioned in Today's Episode:Matt AitchisonMatt Aitchison LinktreeMatt Aitchison on LinkedInMatt Aitchison on XMatt Aitchison on FacebookMatt Aitchison on InstagramImagos GroupAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

The modern investment landscape is extremely dynamic and ever-evolving. With so many options available, it's easy for investors to get overwhelmed! Today, we are joined by Joe Fang and Adam Dresher from our Break of Day Capital Team, who return to the podcast to talk about investment funds. What are they? What are the features and advantages of fund investment? What are the best funds to invest in? Joe and Adam answer these questions and many more in this comprehensive beginner's guide to investing in funds. Tune in today for practical advice, best-practice investment strategies, and to find out about the exciting passive investment opportunities offered by Break of Day Capital!Key Points From This Episode:What a fund is and well-known examples of them, including ETFs and hedge funds.Benefits of investing passively in a private equity real estate fund.Common misconceptions about passive investment in real estate.Finance 101: understanding the difference between debt and equity.Different funds offered by Break of Day Capital.Best-practice strategies for investors to adopt.How to get in touch with Joe and Adam to learn more!Links Mentioned in Today's Episode:Joseph Fang on LinkedInEmail Joseph FangCall Joseph FangAdam Dresher on LinkedInEmail Adam DresherCall Adam DresherBODC Multifamily Impact FundBODC Preferred Income FundAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

In this episode, we sit down with Brian Davis, a real estate investor, personal finance writer, and Co-Founder of SparkRental, to unpack the idea of financial independence and steps to living the lifestyle you have always wanted. Brian is a seasoned rental industry expert, driven by his passion for helping others achieve their aspirations of generating passive income. SparkRental is a comprehensive platform and resource hub for real estate investors. It aims to guide investors through the intricacies of real estate investing and provide them with the support and resources needed to succeed in their investment journey. In our conversation, we discuss his accidental path into real estate, how he founded SparkRental, and how he transitioned from active to passive investing. Discover the steps to reach financial independence, common misconceptions about it, and why you don't need it to have your dream lifestyle. We delve into house hacking tips to reduce expenses, pragmatic strategies for generating passive income, the importance of accurately forecasting cash flow, hidden real estate costs, and more. Join us as we reframe the concept of financial independence and find out why achieving it is easier than you might think. Tune in now!Key Points From This Episode:Brian's journey into real estate investing and the founding of Spark Rental.Hear about the evolution of Spark Rental into a co-investing club.Learn what financial independence is and the strategies to achieve it.How he helps people overcome the mental hurdles of passive investing.Examples of lifestyle changes that can significantly reduce living expenses.The Importance of accurately forecasting cash flow in real estate.Why understanding hidden expenses in real estate investing is essential.Find out how to get in contact with Brian to start your investment journey.Links Mentioned in Today's Episode:Brian Davis on LinkedInBrian Davis EmailSparkRentalSparkRental on InstagramSparkRental on XSparkRental on FacebookBiggerPocketsInmanBest Ever CREREtipsterAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

When it comes to investing, the Southern California (SoCal) market is the industry's current hot topic! SoCal is a unique market and with the right investments, it can be extremely lucrative over longer periods. Anthony Walker is a master of investing in SoCal, and he joins us today in his capacity as Managing Broker and CEO of Buckingham Investments, Inc. In his tenure at the company, Anthony has presided over more than one billion dollars in sales, and he uses his gained expertise to explain the investment opportunities that await in SoCal and why this market stands out from the rest. We also discuss the role of accessory dwelling units in combating the country's housing crisis, what Anthony wishes he knew when beginning his real estate journey, and everything you need to know to make a great investment in Southern California.  Key Points From This Episode:Anthony Walker's professional background and the work he does at Buckingham Investments.Why Buckingham Investments is your go-to investment broker. Investment opportunities in Southern California, and what makes this market unique. Assessing SoCal's housing crisis and the role of accessory dwelling units (ADUs). Everything you need to know to make a good investment in SoCal. The information that Anthony wishes he had when he started in real estate investing. Links Mentioned in Today's Episode:Anthony Walker on LinkedInAnthony Walker on InstagramAnthony Walker on XBuckingham InvestmentsAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Real estate may be a great investment, but like all great things, it still comes with a fair share of risk. To walk us through some methods for mitigating risk in real estate investing, we are joined once again by the multifamily and apartment investing expert, Charles Carillo. Charles is a Managing Partner at Harborside Partners and is also the host of the company's podcast, Global Investors. In today's conversation, we hear about what Charles learned after buying his first property, how he vets deals, markets, and sponsors, his tips and tricks for mitigating risk, and his secret recipe for success, plus much more!Key Points From This Episode:Charles walks us through his background and the work he's currently involved in.The biggest lessons he learned from his first real estate purchase. How he chooses which deals, markets, and sponsors to focus on.His methods for mitigating risk in real estate investing. The keys to his success in real estate. How to connect with Charles and Harborside Partners.Links Mentioned in Today's Episode:Charles CarilloCharles Carillo on LinkedInCharles Carillo on XCharles Carillo on InstagramCharles Carillo on FacebookHarborside Partners Harborside Partners on YouTube Global Investors PodcastSyndication Superstars  ‘Episode #49: Working with International Investors with Charles Carillo'Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Deciding who to invest your money with is a huge undertaking and with so many people entering the field of real estate investment, it's more difficult than ever to know if someone is the right choice for you. Today, Gary Lipsky is joined by his colleagues from Break of Day Capital, Joseph Fang and Adam Dresher, for an informative discussion on the top ten things to look for in an operator so that you can make the best possible investment choices. Join the Break of Day Capital team as they unpack each of these points and how to implement them, from the number one question you should always ask your operator to the steps that will help you determine whether they are backed by a solid management team. Find out why transparency is essential, how to ask the tough questions, why your operator should be just as invested in your financial goals as you are, and much more. Join us today to learn exactly what you should look for in an operator so that you can feel secure in your next investment decision!Key Points From This Episode:An introduction to today's topic: Top 10 Things to Look for in an Operator.Why you should always ask how much money an operator has invested in a deal.Key things you need to look for when it comes to an operator's track record.How to dig in on the numbers upon being presented with a deal.When to ask tough questions regarding cash flow, reserves, and distributions.What you need to know regarding your operator's market criteria.How to make sure your operator is backed by a solid management team.Why transparency is essential when it comes to your investments.How to thoroughly research an operator and do your due diligence.Why your operator should be just as invested in your financial goals as you are.Key distinctions between an operator and a syndicator.Learn more with the Break of Day Capital Webinar, Evaluating The Sponsor.Links Mentioned in Today's Episode:Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeBreak of Day Capital Webinar: Evaluating The SponsorAdam Dreshser on LinkedInAdam Dresher emailPhone Adam on 602-529-2056Gary Lipsky on LinkedInJoseph Fang on LinkedIn

Today on the Real Estate Investor Podcast, we are joined by Peter McKernan, a friend of the show, an investor and real estate agent in Southern California, as well as a former firefighter. In this episode, we discuss the value of leveraging the experience of others, especially if you're nervous about jumping into your first deal, and highlight some of the key components of a successful partnership. We also take a look at California's accessory dwelling unit (ADU) regulations, how real estate investors can benefit, tips to bring risk-averse investors around, and Peter's retrospective advice for anyone starting their real estate journey today, plus so much more! For an informative discussion full of valuable insights, tune in today. Key Points From This Episode:How Peter went from firefighter to real estate investor.Insight into his first deal at 27 years old, which cash flowed from day one.The value of partnership to help mitigate the fear that often accompanies a first deal.Reasons that due diligence and legal advice are key for successful partnerships.Benefits for investors of California's ADU laws and regulations.Practical advice from Peter and Gary for dealing with risk-averse investors.Why Peter suggests starting your real estate journey as early as you can.Where you can connect with Peter online and listen to his podcast.Links Mentioned in Today's Episode:The McKernan GroupReal Estate Trends and Market Updates PodcastPFP RealtyPeter McKernan on LinkedInPeter McKernan on InstagramPeter McKernan on FacebookPeter McKernan on YouTubePeter McKernan on X‘Mastering Real Estate Investment Strategies with Gary Lipsky'Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Networking is more than just a few handshakes and pockets full of business cards; it's about creating lasting, mutually beneficial relationships. For today's impactful episode, we are in conversation with the VP of Investor Engagement at Massive Capital, K. Trevor Thompson to discuss some best practices for working with investors. Trevor has almost half a century of experience in entertainment and attractions, and he explains how that world is not so different from his work in real estate investing. We discuss Trevor's uncanny ability to network albeit as an introvert (and with tangible results!), how he handles the demands of his work, how he measures success, and what it looks like when a real estate conference is valuable for attendees. To end, our guest walks us through the future of Massive capital, explains why 2025 may be the best time to buy in 100 years, and shares some advice for his younger self that will also benefit other aspiring investors. Key Points From This Episode:K. Trevor Thompson reveals the surprising parallels between the entertainment/attractions industry and real estate investing. How Trevor, as an introvert, became a networking wizard. The way he's managing his busy schedule and heavy workload. His definition of a good, worthwhile real estate conference. Getting into his role as VP of Investor Engagement, and how he measures success.The future of Massive Capital. Trevor's advice to his younger self. Why next year may present the best buying opportunities of our lifetime. Links Mentioned in Today's Episode:K. Trevor ThompsonK. Trevor Thompson on LinkedInK. Trevor Thompson on InstagramK. Trevor Thompson on YouTube  Massive CapitalEarn & Learn with Real Estate Investing on Facebook iFLY Indoor Skydiving ‘Omnipresence Live @ 12pm EST - Young Hustlers'Asset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

In this episode, we sit down with Michael Scherer, founder of Atlante Capital Group, to discuss the importance of affordable housing and community development in Detroit. The mission of Atlante Capital Group is to acquire, renovate, and lease clean, safe, and accessible housing solutions for individuals facing significant housing challenges. With over three decades of operational expertise spanning all facets of organizational functions, Michael serves as an advisor to multiple entities. Presently, he oversees six assets located in Metro Detroit and participates as a limited partner in various investment ventures. In our conversation, Michael explains how his extensive experience in operational management and real estate investment informs his goal to uplift communities. We discuss his mission to revitalize neighborhoods and provide clean, safe, and affordable housing options for residents, collaborative efforts with local organizations and the city, and the long-term impact he hopes to achieve. Join us as we delve into the intersection of real estate investment and community development with Michael Scherer!Key Points From This Episode:Introducing Michael Scherer, Founder of Atlante Capital Group.Michael shares his background and his passion for investing in real estate.His efforts to provide affordable housing in Detroit and positively impact communities.The importance of affordable housing and the need for community involvement. Discover the potential long-term impact of providing affordable housing.Why engaging with various organizations to uplift neighborhoods is essential.How to get in contact with Michael to begin changing your community.Links Mentioned in Today's Episode:Michael Scherer on LinkedInAtlante Capital GroupUniversity of MichiganAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Jumping between asset classes can be tricky if you don't know what you're doing, but it can also give you the foundational knowledge to go on and scale at will! Todd Dexheimer is the Co-Founder and Principal of Endurus Capital as well as the Principal of VitaCare Living, and he joins us today to share his methods for scaling from $20,000 to $500 million. We learn about how Todd got into real estate and why he's mainly focused on multifamily before diving into the challenges of changing from one asset class to another. We also discuss the non-passivity of real estate investing, Todd's secret for having an investor commitment rate of 95%, how he navigates investor relationships, how his ski resort investment ended up being a one-in-a-million deal, and much more!Key Points From This Episode:Todd Dexheimer's background and the work that he currently does.How he got into real estate and why he's mainly focused on multifamily. The challenges of transitioning between asset classes and what he's learned along the way. Why real estate investing is not as passive as many think. Todd's secret for getting investors to commit. How he handles investor relationships, and how he vets them. The story of why he invested in a ski resort.Links Mentioned in Today's Episode:Todd Dexheimer on LinkedInTodd Dexheimer on InstagramEndurus CapitalVitaCare Living Pillars of Wealth Creation on YouTubeAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

What if there was a loophole in the tax code that you could use to not only earn more from your real estate investments but also pay less tax? Well, you need look no further, as Brian Boyd joins us today to share some incredible real estate tax tips! Tuning in, you'll hear all about our incredible guest's career as a lawyer, what got him interested in real estate, how he got started, exactly how to take advantage of the tax code using a clause in the Treasury Regulation, and more! We also delve into how an investor can decide on what investment is best for them before Brian shares some tips for finding good properties. He even tells us about a tragic death that happened on one of his properties and how he handled it. Thanks for listening in! Key Points From This Episode:A brief overview of Brian Boyd's remarkable career journey. How to save taxes through a clause in the Treasury Regulation. What gives you real estate professional status in the eyes of the law. One thing many rich people won't tell you: how to use the tax code to your advantage!Advice to help investors decide what kind of investment is best for them.Brian's tips for finding really good rental properties that are worth owning. The story of the murder that happened on one of Brian's properties. What sparked Brian's interest in real estate and how he got started. Links Mentioned in Today's Episode:Brian BoydBrian Boyd LinktreeBrian Boyd on LinkedInBrian Boyd on FacebookBrian Boyd on XBrian Boyd on InstagramBrian Boyd on TikTokReplace Your IncomeAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

In this episode, we delve into the intriguing journey of Adam Dresher, a former Wall Street expert who made a successful transition into the dynamic realm of real estate investing. Adam is a seasoned professional with a diverse background spanning over two decades in the financial services industry. Currently, Adam channels his expertise in real estate and plays a pivotal role in assisting clients in realizing their investment aspirations. In our conversation, Adam tells us about his previous life on Wall Street and why he decided to make the move into real estate. We delve into what makes real estate such a unique investment asset compared to stocks, leveraging the predictability of real estate, and why now is the best time to buy property. We discuss the common objections he encounters when advocating for real estate investment, his key considerations when evaluating real estate, why you should always ask the difficult questions, and the importance of vetting the operator's experience and history. He also shares invaluable lessons from his career in both Wall Street and real estate and provides details about his upcoming webinar series. Gain insights into investor relations, real estate red flags, what makes real estate the better investment, and much more! Tune in now!Key Points From This Episode:Adam's background in Wall Street and his transition to real estate.Discover the differences between Wall Street and real estate.Common objections he hears about investing in real estate.He breaks down his key considerations when investing in real estate.Why you should not hesitate to ask difficult questions.The qualities needed to be successful in investor relations.Lessons from his career on Wall Street and in real estate. How he is helping create a positive impact in his community.Details about his upcoming webinar series.Find out how to get in contact with Adam.Links Mentioned in Today's Episode:Adam Dresher on LinkedInAdam Dresher EmailCall Adam Dresher - 602-529-2056Joseph Bernard Investment Real EstateCitySquashAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

There is so much talk of distress in the real estate world so today on the Real Estate Investor Podcast, we are getting an incredible breakdown of it from Neal Bawa. Tuning in, you'll hear all about Neal's career, how you can ‘do the math' for multi-family properties in distress, a breakdown of distress and debunking of myths, and more! Our guest reminds us that bad investments are inevitable before sharing his thoughts on distress funds. Neal also believes that we will see recession-like conditions in 2024 and finally, tells us why this is a teriffic time to buy property. You don't want to miss this incredible analysis so be sure to press play now!Key Points From This Episode:A brief overview of today's guest, Neal Bawa. ‘Doing the math' for multi-family properties in distress and when the word is used incorrectly. Neal breaks down real estate distress and debunks some distress myths. A reminder that bad investments are normal in all industries. Neal shares his thoughts on private equity companies and operators having distress funds. Why he's forecasting recession-like conditions for 2024. Neal tells us why this is a great time to buy property. Links Mentioned in Today's Episode:Neal Bawa on LinkedInNeal Bawa on InstagramMultifamily University Episode 5: Marketing with Neal BawaEpisode 116: Boosting Net Operating Income with PropTech with Neal BawaAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn