Real Estate Investing Unscripted

On the 1-year anniversary of the Horizon Residential Income Fund's debut, our resident fund experts, Mike Roth, Manager, Capital Markets, and Doug Dvorak, EVP, Capital Markets, talk with Brendan about how the Horizon Fund has matured out of its Fund Formation and Capital Raising Stages, and into its performing Investment Stage. Learn about HRIF's diversification, tax benefits, and how the project has made, and will continue to make positive impacts on both investors and real estate developers.Follow along with the slide deck that complements this episode:Slide DeckBrought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

This week, Brendan brings in Doug Dvorak to help facilitate our conversation with Kevin Kim, Partner at Geraci LLP and host of the Lender Lounge Podcast! We're stoked to be able to talk with Kevin who is a nationally recognized expert in the mortgage fund formation and a leading instructor for the American Association of Private Lenders. We talk about why he's so focused on private money, Kevin explains what a mortgage fund is and how and when to invest in one, and we talk about the present and the future of the RTL space!Check out Kevin's podcast: Lender Lounge with Kevin KimBrought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Investor/Lender/Coach/Pride of Akron, Ohio, Steve Yoak, joins us to talk about how he took his career from teaching math to scoring 100+ deals a year as a real estate investor! We talk about Steve's best practices for managing rental properties and scaling, his thoughts on the current coaching landscape, how networks and social media helps him score deals, and more!Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Experienced Investment Executive and Portfolio Manager at The Palisades Group, Haseeb Rahman, joins us to gives us a peek behind the curtain of how he sources funds! We talk about where people are going to raise money, what to look for in lenders, how to analyze the borrower risk, and more!Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

The boys are back! For the first episode of 2024, we're bringing back Upright's CEO Matt Rodak and VP, Capital Markets Doug Dvorak to give us their perspective on the trends that will inevitably shape the next few months, possibly the next few years of the Real Estate Investment market. We talk buying trends, forces driving the market, the RTL space, and why Upright feels optimistic about the market moving forward.Brought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

We're a little late with this episode but we promise it's worth the wait! Craig Curelop, author of the Bigger Pockets book The House Hacking Strategy, joins the show! We talk through our opinions on house hacking, how not every realtor is "investor friendly", and the magic of accelerated debt paydown strategies.Brought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

HOWDY! David is out this week so we roped in Doug Dvorak to join Brendan in a recap of the Zonda Q4 Housing Market Outlook webinar with input from two of Upright's boots on the ground - Donovan and Bridget! We talk about specific cities like Houston, Austin, and DFW, we cover major points made in the webinar, and test our Texas knowledge!Brought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

Last episode we talked about taxes from the perspective of real estate investors, so this week we brought in Amanda Holbrook from Specialized Trust Company to talk about Self-Directed IRAs and how real estate investors can use them to their advantage. Amanda talks about how she started in the self-directed and real estate spaces, who can self-direct an account, and why it's so important to start looking at your Roth or 401k RIGHT NOW!Brought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

It's spooky season! So Duggan is going around the Upright office to hear some of our scariest real estate investing horror stories. We're talking backyard graves, homes of serial killers, house exorcisms, and more!Brought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

It's tax time, so we brought in Ana Klein, CPA to help us play the IRS GAME! Ana tells us how she got into real estate investment taxes, her journey as an entrepreneur, and walks us through the difference between tax avoidance, and tax evasion!Check out Ana's website: anakcpa.comBrought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

When we saw construction being done converting an office building across the street from our studio into residency (including a crane lifting an indoor pool!) of course we had to bring the investor onto the show! Kenny Wolfe of Wolfe Investments talks to us about how he got into real estate, his personal rules about investing, and the story of how he built a multi-family portfolio without ever investing in single-family!Check out Kenny's books: https://wolfe-investments.com/books/Brought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

Prolific (or Jolific) real estate investor, podcaster, and all around badass Jen Josey brings the energy this week! She tells us her real estate origin story, why she thinks short term rentals are still the GOAT, and we do a deep dive into a project that didn't quite go as planned!Check out Jen's podcast: The Real Estate Investor Growth Network PodcastBrought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

Jon Andrews, VP of Business Development at the newly rebranded Upright, previously Fund That Flip, joins us in our first in-person interview here in Cleveland! Last week we explored the history of Fund That Flip's brand, and this week Jon tells us the business journey of Fund That Flip as a team of 4 people to Upright now with a team of over 200!Brought to you by: upright.usProduction team: connversa.comMusic by: Jeremy Blake 

We bring back Fund That Flip's CEO and Founder Matt Rodak to give us some branding updates! He talks about the history of the brand, why the Fund That Flip name doesn't really fit anymore, and Matt reveals the new name!Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake 

Our experts on the DMV (D.C., Maryland, Virginia) market, Antonio Campanelli and Ryan Studner, join the show this week to break down the newest numbers from Zonda and their most recent webinar. We talk through why the data looks the way it does, Antonio and Ryan's personal thoughts on the future of the market, and BALTIMORE!Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

This week, friends of the show Paul Smetona and David Barnett, the duo that even Brendan and David have leaned on for advice, stop by to share their knowledge! They talk about the importance of community and how that helped them link up, why they work so well together, scaling their business, and more!Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake  

This week we get a chance to talk to the Co-Founder of the Real Estate InvestHER community, Liz Faircloth! Liz is a long-time investor that identified a need to create a community to help more women achieve financial freedom and generational wealth through REI. She gives us a rundown on the Real Estate InvestHER story, the importance of having a community as an investor, and, of course, some lessons learned from her investment career!Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake  

This week we chat with one of our favs, Val Moses! Val started at Fund That Flip as an underwriter and over just a few years moved up to VP of Asset Management, and of course is also a successful real estate investor in Cleveland, Ohio. She tells us some of her investment stories, tips on how to manage a relationship with a significant other that's also in the real estate business, the concepts that guide her work and success, gives us an inside look into the mind of an asset manager, and more!Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake  

Dave and Haley at FlipperForce give us a behind-the-scenes look at our favorite REI software. They tell us the genesis of the tool, the unique perspective of having a construction background when developing a digital tool, how it's updated, what features are around the corner, and more! Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake  

Kelly Stumphauzer from Prosper Investments, famous in our neck of the woods here in Cleveland (and nationally and internationally known), joins the show to share her success story complete with action items to make your business better! Kelly tells us how she got started in real estate, how she expanded her business into new verticals, how she got featured in the Wall Street Journal, and a lot more!WSJ ArticleBrought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake  

Brian Payne of Furnished Finder joins the show this week to talk midterm rentals (MTR)! With the constantly shifting market of short-term and longterm rentals, Brian makes a case for why you should be looking at moving into the MTR space and gives us a crash course on the basics of how to do it. On this episode we talk about what kind of renter is looking for an MTR, how MTR may be the answer to STR regulations, and more!Check out Furnished Finder's podcast: The Landlord DiariesBrought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake  

Sean Morgan from Forecasa joins the show to talk DATA! Before running Forecasa, Sean cracked specific datasets in the oil and gas industry that informs his expertise in the real estate market today. On this episode we talk about how the oil and gas industry relates to real estate, organizing data, the problem with undervaluing data and overvaluing business relationships, and more!Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake 

J Scott from Bar Down Investments joins the show once again to help us focus on the fundamentals of growth! J has literally written the book on successfully flipping houses (The Book on Flipping Houses) as well as many others. On part 2 we talk about crowdfunding sites and syndication, as well as risk/return.Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake 

J Scott from Bar Down Investments joins the show once again to help us focus on the fundamentals of growth! J has literally written the book on successfully flipping houses (The Book on Flipping Houses) as well as many others. In this first part of his interview we talk with him about the story of his success in real estate and the fundamentals of scaling and moving onto the next stage of your real estate business!Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

Our own Megan Sarles joins us in the studio to give some insight into the mind of an underwriter and mitigating construction risk. We ask her what to know when applying to borrow, what a perfect file looks like, how she's working to improve the inspection process, and more!Disclaimer: Statements made by Fund That Flip employees may not reflect views of Fund That Flip.Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

Doug Dvorak joins the show this week to answer all your questions about CAPITAL (AKA, money)! Doug is the VP of Capital Markets at Fund That Flip, and he explains where lenders typically get their capital, why it matters where your capital comes from, how to get started deploying YOUR capital, and more!Disclaimer: Statements made by Fund That Flip employees may not reflect views of Fund That Flip.Email Doug at: doug.dvorak@fundthatflip.comBrought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

23 year old real estate investor and business entrepreneur Dawson Gant stops by in this 2 part conversation about his journey, strategies, building relationships, and, of course, cars.Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

23 year old real estate investor and business entrepreneur Dawson Gant stops by in this 2 part conversation about his journey, strategies, building relationships, and of course cars.Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

Donovan Adesoro stops by to talk about the nuances of Houston's real estate market, how he got into flipping and developing at such a young age, his relationships with business partners, and how he approaches and brings on new investors. Disclaimer: Statements made by Fund That Flip employees may not reflect views of Fund That Flip.Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

On this episode, Nik Scoolis of Zonda stops by to provide data driven predictions on the economy, new construction, interest rates, and more! Work by Nik has been cited by the WSJ, CNBC, CBS, and the Bloomberg Terminal. Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

And we're back! After a short hiatus we are getting the show going once again and a LOT has happened since we recorded our last episode: two years of some of the most robust real estate markets in recent history, significant world events, supply chain challenges, record demand fueled by government policy, and more. In this episode Matt Rodak brings on Real Estate Investing: Unscripted's new co-hosts Brendan Bennett and David Duggan to share their insights on the current market and discuss predictions of the near future.Brought to you by: fundthatflip.comProduction team: connversa.comMusic by: Jeremy Blake

On this episode of Real Estate Investing Unscripted, Gary Boomershine of realestateinvestor.com joins Matt Rodak to discuss his real estate investing journey. Gary is a software engineer turned consultant turned entrepreneur who has successfully built 4 companies, reaching the elusive Inc. 500 fastest growing company list multiple times while also being married for 25 years and becoming father to two daughters.

On this episode of Real Estate Investing Unscripted, Indianapolis real estate zen master, Ryan Dossey joins Matt to discuss his real estate journey. Ryan has built a $9M real estate empire, has a real estate investor specific direct mail and call center, and runs one of the country's top real estate networks, all at the age of 26.

On this episode of Real Estate Investing Unscripted, real estate investor, James Evans joins Matt to discuss his real estate journey. James currently has a portfolio of over 20 rental units in the Greater Boston area, oversees new construction and condo conversion projects, and is the founder of The Boston Real Estate Guild Meetup.

On this episode of Real Estate Investing Unscripted, real estate entrepreneur and former NFL player, Jason Babin joins Matt to discuss his real estate journey. Jason founded RedZone Realty Group with former teammate, Kyle Bosworth in Jacksonville, Florida after retiring from football. Jason discusses how his real estate interest began as a child, working with his father's electric company.

On this episode of Real Estate Investing Unscripted, Mark Inks, Principal at Mulberry joins Matt to discuss his real estate journey and more. Inks provides details to his story, from graduating from college to buying Mulberry to where he and the company are at today, operating out of Columbus, Ohio. Mulberry is a design and development firm that specializes in urban infill and residential development.

Ali Wolf returns to REIU to discuss the potential effects of COVID-19, including unemployment, GDP, and how the virus may affect housing. Tune in now!

In this episode, we speak with Justin Silverio, owner of JS2 Homes and Open Letter Marketing. Justin shares how his interest in real estate grew at a young age through his father's career as a general contractor. As Justin advanced his career in accounting, he realized how he could leverage his father's expertise and his knowledge of numbers to invest in real estate.

In this episode, we speak with Michael Green, host of The Flip Factor podcast and co-owner of Quick Cash Home Buyers. Michael shares the story of how he emerged from a troubled childhood and built an impressive real estate portfolio. Though he always had an entrepreneurial mindset, Michael acknowledges that his environment made it difficult for him to apply that drive productively. Before getting into real estate and flipping over 1,100 properties, Michael had several run-ins with the law as a young man. He states that going to prison as a teenager was one of the best things to happen to him, as there he began to seek personal development through intensive self-education. After getting out of prison, he took his knowledge and applied it to achieving his entrepreneurial dreams, learning about real estate and successfully completing his first investment. He has since exponentially scaled his flipping business and now helps others through his Flip Factor podcast. Hear about his first flip, the unexpected challenges he faced and how he has applied his learnings to improve his future deals. 

This episode we speak with Agostino Pintus, CEO of Bulletproof Cashflow, multifamily real estate investor, motivational speaker and fellow podcaster. Prior to entering the real estate industry, Agostino spent several years as a technology executive implementing strategic and operational solutions, experience that he leveraged in building an extensive multifamily portfolio. His mission is to help people achieve true freedom for themselves and their families through real estate. In this episode, Agostino shares his philosophy for investing in real estate, his belief that discipline is essential when starting a new business, and why specialization can be core to success in real estate investing. Learn how Agostino applied his book knowledge of real estate to locking down "bulletproof cashflow"!

This episode we speak with Daniel Berkowitz, CEO of Atlas Development Co., a full-service real estate development and property management company focused exclusively on the revitalization of Beechview, one of Pittsburgh’s 90 historic neighborhoods. Daniel has over 17 years experience in raising funds and developing projects, and his mission is to transform aging rust belt properties into modern, attractive spaces for Pittsburgh’s evolving population. In this episode, Daniel makes the case for Pittsburgh as a growing city with a young, vibrant, and entrepreneurial edge. He challenges the narrative of a dying Midwest and upends the traditional idea of city growth simply as net population gain. Finally, hear Daniel's strategies for leveraging Pittsburgh's unique characteristics and how they are helping drive its revival.   Contact Daniel at info@atlasdevelopment.co.

This week we speak with Hunter Thompson, Managing Principal of Cash Flow Connections, a real estate consulting firm based out of Los Angeles, CA that helps clients invest outside of the stock market in turnkey real estate investments. We discuss some of the trends that are driving online real estate lending, such as a shift toward alternative investments and wealth transfer between generations. Hunter explores why passive real estate investing risks can be easier to mitigate than other asset classes, plus high-impact due diligence strategies when working with real estate sponsors. Finally, learn why Hunter believes specialization is integral to financial freedom. You can reach Hunter at info@cashflowconnections.com or by visiting www.cashflowconnections.com.

This episode we speak with Ali Wolf, Director of Economic Research for Meyers Research LLC. As head of the Economics Department, Ali manages and analyzes the content for Zonda, provides data analytics, runs special research projects, and does presentations across the country on topics spanning both the housing market and the wider economy. Ali’s specialty is understanding millennials and their impact on the market. Prior to joining the Meyers team, Ali headed macro, regional, and metro-level monthly economic reports at John Burns Real Estate Consulting. Ali was also a researcher for both the Canadian and UK Parliaments. Hear Ali's data-driven analysis and indicators she uses to determine the current state of the housing market.

In this episode we talk macro-level trends in the industry with Margaret Whelan, CEO of Whelan Advisory, LLC since 2014, where she provides strategic and financial counsel to leaders of both public and private companies in the U.S. and Canada. She is a seasoned executive and industry expert with a deep knowledge of industry drivers, players, valuation and financing alternatives. Margaret also serves on the boards of three companies: TopBuild, privately held Mattamy Homes, and John Burns Real Estate Consulting. She started her career in the equity research department at Merrill Lynch. Hear Margaret's take on demographic trends influencing home buying and homebuilding, her outlook on modular homes, and why there will likely continue to be a rise in demand for single-family rentals. You can find Margaret on LinkedIn or at www.whelanadvisoryllc.com.   

This episode we speak with Joe Fairless, real estate investor and managing partner of Ashcroft Capital. Joe controls more than $460,000,000 worth of real estate, is the author of several books, and hosts the longest-running daily real estate podcast, Best Real Estate Investing Advice Ever Show. Joe shares some of his best ever advice on how to become successful in real estate investing, and more importantly, successful in life. He shares why he left a lucrative job as the youngest VP of an advertising agency on Wall Street to invest in real estate, and tips for scaling to where he is today.  "There are certain aspects that lead to success, not only in real estate but also in business in general. One of them is ongoing commitment to personal development."

This episode we speak with Matt Faircloth, co-founder of The DeRosa Group. Under Matt’s leadership, DeRosa has completed over 30 million in real estate transactions involving private capital including fix and flips, single family home rentals, mixed use buildings, apartment buildings, office buildings, and tax lien investments. Matt has an extensive expertise in connecting passive investors to lucrative investment opportunities through syndications, private loans and joint ventures. Matt Faircloth is an active contributor to BiggerPockets and leads a weekly mentorship series on DeRosa’s YouTube channel.  Hear why Matt believes most aspects of life are all about playing the long game, how to recover when you encounter extreme hardship in your business dealings, and more.

Thanks for listening to Season 1 of Real Estate Investing Unscripted! We'll be back in early 2019 with all-new interviews from the unscripted side of real estate.

This episode we speak with Pili Yarusi, a real estate entrepreneur, mentor and fellow podcaster. Originally from Hawaii, Pili owns the New Jersey-based Yarusi Holdings with her husband and partner Jason. They focus on house flipping, beachside Airbnbs, and control over 100 units throughout the Midwest and Southeast. Learn how she and Jason have created their own real estate empire from the ground up and how they manage to balance work with their family of five. Find Pili and Jason at YarusiHoldings.com, or via email at Pili@YarusiHoldings.com or info@YarusiHoldings.com.

"A lot of people focus on not having the resources, and they need to focus on just being resourceful." This episode we speak with a fellow Cleveland native, Tim Bratz, CEO and founder of CLE Turnkey. CLE Turnkey is a real estate investment company that acquires and transforms distressed commercial and apartment buildings into high-performance investment assets. Tim talks about his success in real estate, which all starts with being resourceful and having the right mindset. Hear how Tim bought his first property on a credit card (!) and made the move from brokering to owning real estate - and the lucrative impact it made on his company's bottom line. Contact Tim at Bratz@CLEturnkey.com, or find him on Facebook.

This episode we speak with Liz Faircloth, a longtime investor and co-founder of the DeRosa Group. She and her husband Matt currently own close to 400 units of residential and commercial assets throughout the east coast. Liz also has a history of a consultant working with Fortune 500 companies to build team and talent development programs and has facilitated hundreds of executive-level workshops throughout the US. She’s the cohost of The Real Estate InvestHER, a podcast providing straight talk along with inspiration for existing and aspiring women investors to live both balanced and financially free lives. Hear how she got into investing and why she believes in creating long-term, win-win partnerships with other investors.  Reach Liz at efaircloth@DeRosaGroup.com, or visit www.DeRosaGroup.com.

This episode our guest is Rosario Terracciano, Founder and CEO of Clickinvest, a real estate deal sourcing platform powered by machine learning. A 15-year veteran of the industry, Rosario made the bold move to leave the comfort of the corporate world and start his own business, even after being named the top broker in Illinois. One of the secrets to Rosario’s success? He stresses the importance of keeping it simple and not getting caught in the trap of going “too big too fast.” Learn from Rosario’s major wins (and some losses!) in real estate investing.If you’re doing deals in the Chicagoland area or central Florida, check out Clickinvest to get better deals in your inbox daily. Use promo code FUNDTHATFLIP for a discount off your subscription. You can contact Rosario at rosario@clickinvest.com, or call him at 708-369-3151 (no prank calls, folks).