Target Market Insights helps real estate investors with the market research and marketing tips they need to grow the real estate portfolio. Each week, John Casmon speaks with a multifamily or marketing specialist to talk about emerging markets, market research, marketing, branding and useful tips fo…
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Listeners of Target Market Insights: Multifamily Real Estate Marketing Tips that love the show mention:The Target Market Insights: Multifamily Real Estate Marketing Tips podcast is a must-listen for anyone interested in multifamily real estate investing. Hosted by John Casmon, this podcast provides valuable insights and tips for investors and operators looking to improve their strategies in the market.
One of the best aspects of this podcast is the authentic and natural flow of conversation. The show feels like a genuine conversation between John and his guests, creating an engaging listening experience. The guests on the show are experts in their fields and provide deep insights into their specialty areas, offering listeners a wealth of knowledge to apply to their own investments.
Another standout aspect of this podcast is John's dedication to collaboration, knowledge sharing, and supporting other investors. His desire to collaborate with others shines through in each episode, as he seeks out expert guests and asks thoughtful questions that elicit valuable insights. This collaborative approach creates a supportive community of listeners who can learn from each other's experiences.
The worst aspect of this podcast is difficult to identify, as it consistently delivers great value and informative content. However, some listeners may prefer shorter episodes, as the podcast typically ranges from 30-40 minutes in length. However, considering the depth of information provided by John and his guests within this timeframe, the length can be seen as a positive aspect for those seeking substantial insights.
In conclusion, The Target Market Insights: Multifamily Real Estate Marketing Tips podcast is a highly informative resource for multifamily investors and operators. With its authentic conversations, deep insights from expert guests, and John's dedication to collaboration and support within the industry, this podcast offers valuable knowledge and inspiration for anyone looking to grow their portfolio. Whether you're new to multifamily investing or a seasoned investor, this podcast is definitely worth tuning into for practical tips and market research that will help you succeed in the industry.
Brian Davis is a seasoned professional in the rental industry, dedicated to empowering individuals to achieve their dreams of building passive income. With a passion for writing and online education, Brian not only imparts knowledge but also co-founded a groundbreaking rental automation service, marking a significant milestone in the industry. Today, Brian is the head of SparkRental. A real estate education and investing platform that helps regular people learn about real estate and invest. Drawing on his extensive experience, Brian previously managed an e-commerce company that witnessed remarkable growth during his eight-year tenure, evolving from a startup to an international corporation. Before joining ezLandlordForms, Brian played a pivotal role in acquiring, managing, renovating, and marketing real estate portfolios for a private equity firm. His multifaceted expertise positions him as a valuable resource for anyone seeking insights into the rental and real estate landscape. In this episode, we talked to Brian about his tips on diverse investment approaches, the investment landscape, the importance of community-driven approaches, launching an investment club, and much more. You can join the Apartment Investing Mastermind here. Investment Diversification; 02:29 Brian's background; 04:50 What's SparkRental platform currently looking for; 08:28 Tips on different investment approaches; 13:15 Why their minimum requirements are lower; 16:12 Brian's insight on the investment; 19:34 An insight on the community approach; 25:02 An insight on launching an investment club; 27:35 Round of insights. Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Not learning how to screen or analyze properly, while getting into the investment journey the first time. Digital Resource: Evernote and Calendly. Most Recommended Book: Personal Success Made Simple. Daily Habit: Working out daily and eating healthy with a proper sleep cycle. #1 Insight for diversifying investments: Dollar Cost Averaging: Investing the same amount every week. Best Place to Grab a Bite: Chicharrón sandwiches in Lima, Peru. Contact Brian: https://sparkrental.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Ray Hightower is a commercial real estate investor and tech company founder operating in the Arizona. Hightower started and ran his technology company for over two decades before selling the company and launching Bridgetown Partners. Bridgetown buys commercial real estate in Arizona, Tennessee, and Texas, with a special focus on 50- to 150-unit multifamily properties. In this episode, we talked to Ray about his current investment portfolio, the state of markets in Arizona, ROIClear, the development of his investing strategy, similarities between the tech and real estate market, and much more. Announcement: You can join the Apartment Investing Mastermind here for just $89/month. Arizona, Tech, and Multifamily; 02:22 Ray's background; 03:10 Similarities between the tech and real estate market; 05:11 Ray's investment portfolio today; 08:16 State of the markets in Arizona; 13:12 The future of B & C class apartment spaces; 15:32 Where opportunities lie; 19:33 Ray's podcast: ROIClear; 21:43 How Ray developed his investing strategy; 25:17 Round of Insights. Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Learning all aspects of the market while beginning to work in the commercial real estate sector 30 years ago. Digital Resource: ChatGPT. Most Recommended Book: 10x Is Easier Than 2x. Daily Habit: Working out, praying, and reviewing his vision board. #1 Insight for driving the ROI: Having a successful team, and each member of the team working in the areas that complement each other. Best Place to Grab a Bite: First Watch. Contact Ray: rth@rayhightower.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
A self-proclaimed “fancy pants” business consultant who has worked directly with more than 5,000 entrepreneurs over a 15-year career, Josh Thomas has developed and honed a particular set of skills that have helped many of his clients 2X their business growth in 90 days or less. He is the founder of Factor One, a unique business advisory for service-based entrepreneurs looking for that extra layer of support to level up quickly. He's the host of The Do Zone Podcast and also runs a popular weekly entrepreneur discussion panel called BYOB Lunch Club. In this episode, we talked to Josh about common challenges entrepreneurs face, his journey in consultancy, the importance of discerning whose advice to follow, insights from his own personality test, and much more. Announcement: You can join the Apartment Investing Mastermind here for just $89/month. Advice for Entrepreneurs; 02:38 Josh's background; 04:36 Challenges that entrepreneurs face; 10:00 Josh's consultancy journey; 14:53 Whose advice should an entrepreneur take; 18:29 Common advice for different types of businesses; 23:48 Josh's personality test; 27:45 Round of insights. Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Being laid off from his previous consulting job. Digital Resource: Facebook Messenger. Most Recommended Book: Atomic Habits. Daily Habit: Planning the weekly goals every morning with one's team. #1 Insight for getting focused as an entrepreneur: Having a destination. Best Place to Grab a Bite: Terry Black's Barbeque. Contact Josh: josh@joshthomas.net Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
In 2019, Ruben Greth partnered with a local syndicator on the acquisition of 190 Units, and has since become a fund manager who is building a 98 unit housing subdivision in Louisiana, a 154 unit housing subdivision in Alabama and partnering with multiple select syndicators bringing equity, advisory and investor management. He primarily uses Regulation D. Exemption 506(c) in his deals including ones discussed here. He has partnered in $5M of capital raising partnerships. He got his start by bringing joint venture capital to successfully raise $625K for small Multifamily deals during the post crash buying frenzy in Phoenix. In this episode, we talked to Ruben about his podcast, the “Capital Raiser Show”, his insights on the Phoenix, Arizona market, his recent endeavors, successful partnerships in the market, and much more. Announcement: Join the Apartment Investing Mastermind here for only $89/month. Raising Money and Building Successful Partnerships; 02:38 Ruben's background; 07:35 The Capital Raiser Show; 17:49 An insight on the Phoenix, AZ market; 27:41 Where Ruben's focused on these days; 33:07 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: His first partnership. Digital Resource: Kindle. Most Recommended Book: The Science of Getting Rich. Daily Habit: Creating and reading his intention statement. #1 Insight for raising capital: Making friends, and being more visible to potential partners. Best Place to Grab a Bite: La Pinata. Contact Ruben: https://capitalraisershow.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Justin “the Cash Flow Cowboy” Wawrzyniak is in real estate for two simple reasons: Freedom and People. Through real estate investing, Justin successfully transitioned from corporate America to a full-time real estate professional in 2020. He used determination and self-education to leave his 9-5 life behind and pursue Multi-Family real estate investments. Now, Justin helps others on their real estate journey. He has experienced the benefits of real estate first-hand and shares them with others across his various social media platforms and on different real estate podcasts. A former engineer, Justin has a keen understanding of processes and leveraging technology to gain an edge over the competition. These intangibles have helped him to identify the top multifamily investment opportunities in his market. In this episode, we talked to Justin about his investment approach, methods on building successful business relationships, transitioning to real estate, and the processes of No-Stress DTS. Announcement: Join the Apartment Investing Mastermind here for just $89. Direct to Seller in Real Estate; 02:35 Justin's background; 08:09 Justin's transition to real estate; 13:18 The investment approach; 19:47 Tips on building successful business relationships; 25:40 The process of “No-Stress DTS”; 28:19 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Jumping into a partnership without enough insight. Digital Resource: A functional CRM. Most Recommended Book: Who Not How. Daily Habit: Fitness and exercising. #1 Insight for going direct to sellers: Focusing on relationship building and consistency. Best Place to Grab a Bite: Sampaguita Ice Cream. Contact Justin: https://nostressdts.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Ola Dantis, Founder/CEO of Dwellynn.com, is a seasoned entrepreneur in multifamily investment syndication, boasting a successful track record of deals surpassing $25 million. His strategic acumen in property acquisition and repositioning distinguishes him in the competitive real estate landscape. Beyond his real estate endeavors, Ola, a former Fortune 6 company manager, hosts The Dwellynn Show, a popular podcast engaging with real estate professionals nationwide. Armed with a BS in Biomedical Science and an MS in Strategic Marketing and Consulting, Ola oversees 244 units across Texas, showcasing his versatile leadership. His educational background, coupled with hands-on experience managing cash-flowing multifamily properties, provides a unique blend of expertise. Ola's commitment to knowledge-sharing through his podcast underscores his influence and prominence in the multifamily investment community. In this episode, we talked to Ola about his geographical journey, his early multifamily deals and lessons learned, the Houston multifamily market, and much more. Announcement: Join the Apartment Investing Mastermind for just $89. Multifamily Investments; 02:39 Ola's background; 03:37 Ola's Geographical Journey; 13:59 Ola's early multifamily deals; 25:38 An insight on the Houston market; 31:49 Round of Insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Not understanding his temperament fully in his earlier investments. Digital Resource: Notion. Most Recommended Book: What It Takes. Daily Habit: Meditation every day. #1 Insight for scaling a multifamily portfolio: Correct partnerships in areas that one's not fluent in. Best Place to Grab a Bite: Songkran Thai Kitchen. Contact Ola: https://www.dwellynn.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast. In this episode we talked to Dave about the five phases of wealth building, the importance of making informed financial choices, tips for managing 401k, and much more. You can join the Apartment Investing Mastermind here. Building Wealth; 02:26 Dave's background; 06:22 Advices of a financial planner; 12:29 The 5 phases of building wealth; 16:53 Who to listen to, and make the right choices; 22:38 Getting control over your 401k; 26:15 Government sponsored qualified plans; 31:22 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Putting all eggs in one basket and not diversifying. Digital Resource: Various AI tools. Most Recommended Book: Tax Free Wealth. Daily Habit: Exercising, meditation, journaling, cold plunge every morning. #1 Insight for building wealth: Investing in oneself as thinking of yourself as the greatest asset. Best Place to Grab a Bite: Shore. Contact Dave: https://pantheoninvest.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Daniel Angel-Mejia, a seasoned professional with over a decade of experience in real estate development and investment, serves as the Head of the Finance Management Team of Apex Investments. Armed with a BA in Business Administration from Georgia State University, Daniel excels in strategic planning, financial structuring, and portfolio analysis. His leadership in supervising capital generation, fund management, and investor relations has been pivotal in maximizing returns and ensuring the ongoing success of his firm. In this episode, we talked to Daniel about the importance of partnership compatibilities, his transition from residential to commercial investing, Apex Investment's current focus, the dynamics of their project management team, the challenges of building a functional team, the significance of managing company culture, and much more. Announcement: Join the Apartment Investing Mastermind here. Team Management; 02:33 Daniel's background; 04:40 What sparked Daniel to begin investing; 07:50 Compatibilities in terms of partnership; 10:54 The transition from residential to commercial investing; 11:52 What Apex Investments is focused on today; 15:59 The workflow of the project management team; 19:30 The challenges of building a functional team; 22:15 Managing the company culture; 25:12 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Not being able to be flexible enough to pivot, when a situation arises out of one's control. Digital Resource: ZoomInfo. Most Recommended Book: Who Not How. Daily Habit: Waking up early, around 05:00. #1 Insight for scaling an international business: Getting familiar with the market, and networking. Best Place to Grab a Bite: Little Alley Steak. Contact Daniel: dangel@apexinvestments.us Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Andrew Brewer, founder of IronGall Investments, brings a wealth of real estate experience. As a seasoned stationary engineer, he transformed underperforming commercial assets, resulting in improved operations and resident experiences. Additionally, Andrew's expertise in construction defect litigation led to successful pursuits exceeding $60 million in judgements. Since 2017, under Andrew's guidance, IronGall Investments has sponsored and developed diverse residential communities valued at over $160 million. His project evaluation approach and academic accolades from UCLA underline his commitment to excellence. His published thesis on "The Evolution Of Courtly Love" by the National History Honors Society attests to his scholarly achievements. In this episode, we talked to Andrew about his transition to launching his own company, key aspects of development timelines, the different projects he got involved with, and much more. You can join the Apartment Investing Mastermind here. Development Insights; 02:17 Andrew's background and the $60 million lawsuit; 09:38 The transition and launching his own company; 19:46 Different asset types Andrew has developed; 22:35 The development timeline; 30:08 Round of Insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: A development project where the local government approved plans needed to be re-evaluated. Digital Resource: BiggerPockets. Most Recommended Book: Never Split the Difference. Daily Habit: Exercising, and keeping a to-do list. #1 Insight for construction management: Making sure how long it's going to take to get the necessary materials. Best Place to Grab a Bite: Sushi Zoa. Contact Andrew: https://www.irongallinvestments.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Bob Hansen is an experienced executive in the real estate industry currently holding the position as Head of Sales for Second Nature. Bob is skilled in Sales, Operations Management and Growing organizations. Bob has previous experience working at CoStar, Apartments.com and Home Partners of America. Bob also spent time as an NCAA Football Official. In this episode, we talked to Bob about driving retention and NOI through the resident experience, advice for owners and property managers, and much more. You can join the Apartment Investing Mastermind here. Driving Revenue Growth through the Resident Experience; 02:25 Bob's background; 05:58 The benefits of Bob's property management experience; 07:15 What does Second Nature do?; 12:09 Position of the residents; 15:18 Details on how the process works; 18:15 Key things that operators and property managers should take into account; 21:46 Advices for smaller scale investors; 25:42 Round of Insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Not being open to collaborations but rather trying to accomplish the work solely. Digital Resource: Any self-showing unit apps. Most Recommended Book: Gap Selling. Daily Habit: Mindfulness, separating family and work mode. #1 Insight for delivering an amazing resident experience: Finding something that works for everyone. Best Place to Grab a Bite: Gibsons Bar & Steakhouse. Contact Bob: https://www.secondnature.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Ruchir Shah has been working with skilled trade workers since he graduated from Stanford. His dream has always been to solve the skilled trade shortage and help blue-collar workers find high-paying jobs. In this episode, we talked to Ruchir about how SkillCat ensures accurate educational content, the efficient certification process, SkillCat's impact on vocational education, the pros and cons of uncertified methods, his other projects and much more. Announcement: Join the Apartment Investing Mastermind here. Digital Education; 02:18 Ruchir's background; 03:58 How SkillCat's solution works; 06:17 Making sure of the educational components' accuracy; 09:33 How much time spent to get certified; 10:18 The impact of SkillCat; 14:16 Pros and cons of uncertified methods of education; 16:24 Ruchir's other projects; 18:07 Round of Insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: His previous start up idea on AI mirror assistant app. Digital Resource: learnui.design. Most Recommended Book: Shogun. Daily Habit: Waking up early in the morning to focus on goals. #1 Insight for learning a new skill or trait: Diving into that desired skill deep and spending enough time on it. Best Place to Grab a Bite: Shizen. Contact Ruchir: https://www.skillcatapp.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Adrian Danila's journey in property management began in 2003 as a part-time groundskeeper. Over two decades, he's become a recognized expert in the multifamily industry, leading service departments for portfolios of up to 32,000 apartment homes. Adrian's collaborations with industry giants like Greystar and Cortland attest to his expertise. In August 2023, Adrian founded Multifamily X, transitioning to a full-time entrepreneur. With over 20 years of experience, he's dedicated to empowering businesses and investors, including Danila Real Estate. Beyond his professional pursuits, Adrian is passionate about mentoring and hosts the Multifamily Chronicles podcast. His legal background from the Romanian-American University enriches his multifaceted expertise. In this episode, we talked to Adrian about the importance of preventive maintenance, key steps in property management, common oversights by investors and operators, practical tips for success in maintenance, and much more. You can join the Apartment Investing Mastermind here. Insights on Maintenance; 02:37 Adrian's background; 08:55 What investors and operators tend to miss; 10:31 Preventive maintenance, and what should owners do; 14:17 Property management from construction and maintenance; 18:35 Setting maintenance technicians for success; 23:44 The due diligence process; 28:12 Checking necessities first by one-self vs. a third party confirmation; 32:13 Steps that are overblown and easy to fix; 35:59 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Too much perfectionism. Digital Resource: All applications that are specific to inspections. Most Recommended Book: Tools Of Titans. Daily Habit: Getting up early and walking for 25 minutes. #1 Insight for managing due diligence: Hiring the right people with the right knowledge. Best Place to Grab a Bite: Agave. Contact Adrian: https://www.multifamilyxconsulting.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
In 2001, Tom was financially strapped and seeking change. A near-death experience during whitewater rafting sparked his journey into real estate investing, which ultimately rescued him both personally and financially. With hundreds of successful deals under his belt, Tom now shares streamlined negotiation, marketing, and business techniques to guide others from stagnation to profitable deals. Tom specializes in helping real estate investors of all levels build or re-engineer their businesses to align with their personal goals and lifestyles. Whether you're a newcomer struggling to start or an experienced investor looking to realign, Tom's step-by-step approach brings clarity and results. By honing in on core elements, Tom empowers investors to make impactful tweaks that lead to more money, time, and freedom for their passions. In this episode we talked to Tom about developing crucial market skills and effective wholesaling strategies, the importance of negotiation skills, leveraging these techniques for significant growth, advice for those in the commercial space, and much more. Announcement: Join our Apartment Investing Mastermind for just $89/month Principles and Tips for Negotiating Real Estate; 02:24 Tom's background; 06:09 Developing skills in the market; 09:24 Strategies in wholesales; 10:37 Benefits of solid negotiation skills; 13:25 Specific tips for negotiating; 16:36 How Tom grew by leveraging these techniques; 17:45 Why marketing tends to die and what to do; 19:52 Some more tips and strategies; 22:02 Cold calling vs. “warm” calling; 22:59 Getting unstuck in marketing strategies and skills; 23:59 Tips for people in the commercial space; 26:36 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: The outcome of his first 6-unit building. Digital Resource: DealMachine. Most Recommended Book: To Be or Not to Be Intimidated?: That is the Question. Daily Habit: Putting on “electronic study music” to focus on work, and set a minute-based deadline on a certain task. #1 Insight for negotiating: Remembering the other side needs to get the deal done as well. Best Place to Grab a Bite in Sarasota: Mar Vista. Contact Tom: https://www.tomzeeb.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Tim Little is the founder and CEO of ZANA Investments, a Tampa-based real estate investment firm named after his two daughters, Zara and Lana. He's passionate about helping fellow military veterans escape the "landlord trap" and get competitive returns by providing opportunities to invest passively in apartment buildings. Tim started investing in real estate with a duplex in 2014 and has grown to a portfolio of 693 co-owned units valued at over $90 million. Practicing what he preaches, he also passively invests. In this episode, we talked to Tim about investing strategies, developing the right mentality, analyzing deals, and much more. Announcement: Join our Apartment Investing Mastermind for just $89/month Property Ventures; 02:28 Tim's background; 06:40 Tim's duplex in Richmond; 13:01 An insight on investing strategies; 16:51 The apartment syndication and Tim's first deal there; 20:51 Setting the right mentality; 23:51 Where Tim's at today; 28:12 Deciding which deals are worth it; 33:47 Round of Insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Not experiencing a great deal due to different vision sets between partners. Digital Resource: ChatGPT. Most Recommended Book: Atomic Habits Daily Habit: Taking some time out to think clearly, or going for a walk. #1 Insight for Multifamily Investing: No need to be an expert, but know enough to ask intelligent questions. Best Place to Grab a Bite: Edison Food & Drink Lab Contact Tim: tim@zanainvestments.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Anthony Winston III, the driving force behind Winston Engineering Inc., embarked on his engineering journey in Chicago, IL. Armed with a Bachelor of Science degree in Electrical Engineering from Arizona State University, specializing in Power Transmission and Distribution, Anthony was poised to make a meaningful impact on the construction industry while cherishing moments with his family. Before founding Winston Engineering, Inc, Anthony accumulated extensive experience, coordinating automated Lutron lighting design, developing controlled plug load systems, and designing temporary power systems for projects like Loma Linda Children's/Adult Hospital. These endeavors shaped his expertise and formed the bedrock for the values that define Winston Engineering, Inc. today. In this episode, we talked to Anthony about key aspects of building a successful company, finding clients, effective pricing strategies, commonly made mistakes in the sector, and much more. Announcement: Check out the Apartment Investing Mastermind Pre-construction Strategies; 02:29 Anthony's background; 05:41 Working on missiles and radar technology; 06:27 How Anthony built his company; 09:34 Tips for finding your initial clients; 11:12 Recommendations on pricing strategy; 12:40 Typical projects in the market; 14:33 Ideal process flow in Anthony's viewpoint; 17:46 Commonly made mistakes in the sector; 19:28 Advices on first-time developers; 21:17 Anthony's favorite project so far; 24:40 Round of Insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Failing a big project due to COVID-19 outbreak. Digital Resource: Monday. Most Recommended Book: 1) King Leopold's Ghost 2) Adversity for Sale: Ya Gotta Believe Daily Habit: Planning the next day on a whiteboard, right before leaving the office. #1 Insight for Building an effective and powerful website: Setting clear expectations with one's team, and setting up proper timelines. Best Place to Grab a Bite: Bar Sofia Contact Anthony: https://winstoneng.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Chris Finlay is the CEO and CIO of Lloyd Jones LLC. His journey began in the early 1970s when, in tandem with his father-in-law, he ventured into an avocado grove, even while he soared the skies as a pilot for Eastern Airlines for a remarkable 16-year stretch. As his entrepreneurial spirit took flight, Chris transitioned into the multifaceted world of real estate, leaving an indelible mark on the industry. A pioneer in commercial brokerage, Chris Finlay revolutionized the industry with his "white shirt and tie" ethos at the helm of the Finlay companies. This catapulted the firm to become one of New England's largest real estate organizations. With divisions in appraisal, property management, and an esteemed educational arm, Finlay's legacy continues to shape the trajectory of real estate professionals today. In this episode, we talked to Chris about market dynamics, strategic planning for pivoting when the market changes, why they now focus on senior housing, and much more. Announcement: Check out the Apartment Investing Mastermind Multifamily and Senior Housing; 02:23 Chris' background; 04:46 A high-level perspective on the market; 11:44 Planning the timeframe; 13:57 Transition into senior housing; 16:28 Types of senior housing; 23:12 Identifying the correct location; 29:45 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: An unexpected historical renovation that resulted in a loss. Digital Resource: The free data provided by major brokerage firms and their websites. Most Recommended Book: Billionaires' Row Daily Habit: Getting up early and thinking about goals and accomplishments. #1 Insight for Building an effective and powerful website: Having a proper operating platform for managing assets. Best Place to Grab a Bite: Terry Black's BBQ Contact Chris: https://www.lloydjonesllc.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Peter Guirguis, a seasoned digital expert, is the dynamic force behind SwiftPress Support, a game-changing venture offering unparalleled technical support to WordPress website owners. With a rich history as the founder of Grace Digital Solutions, Peter has a proven track record in crafting exceptional websites for a diverse clientele, from businesses to personal brands. His commitment to excellence is evident in his ability to communicate intricate technical details to non-tech-savvy clients, ensuring they achieve their digital goals. Now, with SwiftPress Support, he's expanding his horizons to offer SEO, Google Ads, landing page design, and comprehensive care plans including web hosting. A recognized figure in the digital space, Peter has been honored multiple times by the Wells Fargo Leaders Club. When he's not revolutionizing the digital landscape, he's actively engaging with his community, sharing insights, and building connections. In this episode we talked to Peter about WordPress' advantages, effective SEO strategies, key elements of website design, Swift Press and its offerings, optimizing websites and enhancing online presence, and much more. Announcement: Check out the Apartment Investing Mastermind Digital Discourse; 02:20 Peter's background; 04:18 WordPress vs. other platforms; 06:04 An insight on SEO; 07:06 SEO on WordPress and building up your website; 12:12 Key pillars of website design; 14:47 Content and the context of information within a website; 16:50 Evolving technology and AI; 19:43 The challenges of AI in terms of privacy; 22:06 Offerings of Swift Press; 27:57 Ideal clients of Swift Press; 30:49 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Cleaning up the pool without professional help. Digital Resource: Sider.ai Most Recommended Book: Thinking, Fast and Slow Daily Habit: Spiritual practices. #1 Insight for Building an effective and powerful website: Seeking professional help, especially if it's not your expertise. Best Place to Grab a Bite: Green Olive Contact Peter: peter@swiftpresssupport.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Darryl Murphy Sr is a Managing Partner with a proven track record in real estate investing since the early 1990s. With extensive experience owning and managing properties across multiple states, he has a comprehensive understanding of real estate markets and the investment landscape. Currently, he owns 24 units with 42 self-storage units in Dayton, TX, 80 units in Vicksburg, MS, and land in Chester, Pennsylvania, and has gone full cycle on 104 units in Augusta, GA. Darryl is also part of a team that collectively owns over $90 million worth of apartments and over 6,500 units. With a focus on continuous learning and professional development, Darryl has completed various educational programs and courses related to real estate. His qualifications include completion of Nursing, as well as advanced real estate courses such as Commercial Real Estate Certification, Real Estate Syndication, and Multifamily Real Estate Investing. Darryl is also an advisor and board member for several investment groups with a strong community focus. In this episode, we talked to Darryl about his extensive experience in real estate, insights on managing properties from a distance, the importance of on-site management, the significance of investor relations, and much more. Announcement: You can join the Invest Beyond Multifamily Conference here. Asset Management; 02:40 Darryl's background; 03:07 What Darryl is working on these days; 03:40 Managing a property in Texas from New Jersey; 07:06 Key lessons learned on a particular asset; 15:42 Insights on “boots on the ground” management; 22:07 Insights on asset management; 26:29 How to take good care of the investors; 28:16 Info on Darryl's Mastermind event; 29:52 Round of Insights Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Darryl's first ever deal. Digital Resource: ActiveCampaign Most Recommended Book: Frederick Douglass: Prophet of Freedom Daily Habit: Praying to god every morning for all the opportunities, and the experiences to learn something new. #1 Insight for Diving into Managing Investor Relationships: Maintaining constant vigilance over one's property and actively tending to its requirements. Best Place to Grab a Bite: Moorestown, NJ: Firebirds Houston, TX: The Brisket House Contact Darryl: darryl@murphybaynardgroup.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Maribeth Ross is a high-energy, award-winning marketing exec with over two decades of industry experience. A visionary leader in strategic planning and change management, Maribeth brings a consultative style and a knack for influencing at all levels. Armed with a deep understanding of statistics and marketing metrics, she excels in persona-based marketing and statistical analysis. With outstanding communication skills, both written and verbal, and a technical prowess spanning various industries, Maribeth is here to share insights that can transform your marketing game. In this episode, we talked to Maribeth about key marketing insights and the impact of digitalization, A.I. technology, the value of tools like PERQ, the evolving landscape of the industry, and much more. Announcement: You can join the Invest Beyond Multifamily Conference here. How A.I. and Tech Impact Multifamily; 02:23 Maribeth's background; 03:12 Insights on marketing within the industry; 04:15 The surprise “a-ha moments” of a buyer's journey; 06:16 Digitalized industry and how to capitalize on that; 09:52 How are the operators adjusting to this digital revolution; 11:19 A.I. technology and its impact on the business; 17:31 What's the return on investment for utilizing these tools; 18:53 How does this technology help with conversion rates; 22:26 How PERQ works and who its ideal clients are; 25:53 Round of insights; Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Working on marketing and sales at the same time, and not being cut out for the sales realm. Digital Resource: Revyse Most Recommended Book: Zag: The Number One Strategy of High-Performance Brands Daily Habit: Zen walking, Riding cross trainer. #1 Insight for Creating Great Resident Experiences: Consistent brand experience is the key. Best Place to Grab a Bite: The Lost Fire. Contact Maribeth: https://perq.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
With over 20 years of multifamily management and investment consulting experience, Julie leads NSE's corporate operations as well as multifamily operations, including capital projects and asset management in the Western U.S. Additionally, she has oversight responsibilities of NSE's regional operations teams, human resources, and investor relations efforts. She provides real estate expertise to multifamily investors, owners, developers, and operators of income-producing properties. Julie is a reputable leader and strategic thinker with a proactive approach to business and solutions. She holds her real estate salesperson license in California and is a Certified Public Accountant (inactive). Julie is also the Founder and President of Point Blank Consulting providing advisory services including asset management, financial and operational management, and capital business plan formation to multifamily real estate owners, operators, and developers. Additionally, Julie is a Co-Founder and Partner of BlankWolffCord, LLC providing pre- & post-audit reviews for universities, colleges, and other educational institutions. In this episode we talked to Julie about her insights on effective operations, key considerations for investors, construction management and asset management, navigating the real estate industry, and much more. Announcement: You can join the Invest Beyond Multifamily Conference here. Real Estate Expertise in Property Management, Construction and Asset Management; 02:17 Julie's background; 04:16 From public accounting to the real estate industry; 07:56 How to be an effective operator; 09:43 What an investor should ask a property management company; 10:40 Best practices for construction management; 13:38 An insight into managing construction timelines; 18:34 Who is the main project coordinator for efficiency; 20:06 What it takes to be a great asset manager; 22:11 Challenges in managing properties; 25:58 Round of insights; Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Not getting buy-in from the employees and the team early on. Digital Resource: LinkedIn Most Recommended Book: The Bible Daily Habit: Spending 2-3 hours every morning in silence and solitude. #1 Insight for Asset Management: Consistency, knowledge, collaboration, and buy-in. Best Place to Grab a Bite: Home. Contact Julie: jblank@newstandardequities.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Thomas Castelli is a Tax Strategist and investor who helps real estate investors keep more of their hard-earned dollars in their pockets and out of the government's. Over his tax career, he has worked 1-1 with 100+ investors to help them reduce their tax bills. On the investing side, he was on the sponsorship team of an 82-unit apartment community and has invested in multiple syndicates/funds as an LP. In this episode we talked to Thomas about his insights on passive investing, tax benefits of commercial real estate, practical tips on tax strategies, ensuring investor success, bonus depreciation in regards to what the future holds, and much more. Announcement: You can join the Invest Beyond Multifamily Conference here. Strategic Investments; 01:58 Thomas' background; 04:45 Passive investing as an LP; 06:21 Multifamily vs. stock market 08:49 Tax benefits in commercial real estate; 15:50 Future outlook on bonus depreciation; 17:16 Why you don't need the “real estate professional” status; 21:06 The benefits of investing; 23:48 Making sure of the investor's success; 26:02 Tips on investing and tax strategies; 29:56 Round of insights; Announcement: Download Our Sample Deal and Join Our Mailing List Round of Insights Apparent Failure: Working on recruiting to build a network for investments. Digital Resource: Audible Most Recommended Book: Atomic Habits Daily Habit: Reviewing the tasks of the next day every night. #1 Insight for Diving into Managing Investor Relationships: Don't overlook the importance of Partial Asset Disposition. Best Place to Grab a Bite: Texas Roadhouse Contact Thomas: To learn more go to www.therealestatecpa.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Lauren Brychell is the Investor Relations Manager for Spartan Investment Group, LLC. In this role, Lauren brings her skills in capital raising and self-storage investing to assist the team with capital raise projects and investor education. Lauren graduated from Belmont Abbey College with a bachelor's degree in Business Management with a concentration in Marketing and a minor in Entrepreneurship. In this episode we talked to Lauren about how to market real estate, what makes self-storage great for investors, metrics to pay attention for when finding self-storage deals, managing properties from a distance, common questions that investors ask and much more. Announcement: You can join the Invest Beyond Multifamily Conference here. Investor Relationships & Self Storage; 00:00 Lauren's background; 02:59 How do I market real estate; 04:33 The investor experience; 08:26 Metrics to pay attention for when finding self-storage deals; 11:41 The key to long term value-add; 13:20 Managing properties from a distance; 15:57 What's next for Spartan Investment Group; 18:20 Common questions investors ask; Announcement: Download Our Sample Deal and Join Our Mailing List 20:15 Round of Insights Apparent Failure: A hotel contract that didn't work. Digital Resource: Audible Most Recommended Book: Think and Grow Rich Daily Habit: Sleeping a lot. #1 Insight for Diving into Managing Investor Relationships: Being your honest self. Best Place to Grab a Bite to Denver: Perdida Kitchen Contact Lauren: To learn more go to spartan-investors.com/investors Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Meet Jessie Dillon, the entrepreneur rewriting the rules of real estate. Hailing from Hopedale, MA, Jessie's journey is a testament to relentless ambition. From Beauty to Real Estate: In 2021, Jessie transitioned from beauty to real estate, driven by a hunger for financial independence. Her timeline reads like a whirlwind - closing her first duplex in 2022, followed by a lucrative short-term rental deal and a savvy househack. In July 2023, she secured a 13-unit multifamily property and launched a profitable joint venture deal. In this episode we talked to Jessie about her transition into real estate, her first deal in today's tight market, partners and the vetting process, what her portfolio looks like today, and the power of social media. Announcement: Join the Invest Beyond Multifamily Fall Conference here. Partnerships; 00:00 A transition into real estate investing; 05:29 A first deal in a tight market; 08:24 Partners & The vetting process; 13:28 Jessie's portfolio today; 14:34 The power of social media; Announcement: Join our Apartment Investing Mastermind 19:15 Round of Insights Apparent Failure: Not being as profitable with her short-term rental as expected. Digital Resource: Social media Most Recommended Book: Discovering Your Dharma Daily Habit: Sleeping a lot. #1 Insight for Diving into Partnerships: Treat it like dating. You wouldn't get engaged on the second phone call. Best Place to Grab a Bite to Massachusetts: Monahan's Clam Shack Contact Jessie: You can find Jessie on Instagram. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Jeff Greenberg is the CEO and Managing member of Synergetic Investment Group, LLC (SIG). For over 12 years he has managed all aspects of commercial real estate ownership including acquisitions, investor relations, operations, value add implementation, and dispositions. Through SIG Wealth Fund, a diversified and customizable Equity Fund, SIG provides the opportunity for high net worth individuals to passively invest in Commercial Real Estate with best in class Commercial Deal Syndicators. Jeff uses his extensive experience and network to help investors to discover and invest in high quality alternative investments Jeff has been involved in projects worth nearly $150 million consisting of over 2000 units. He has been involved with stabilized and value add properties including Student Housing, as well short term rental, and Market Rate MF properties. In this episode we talked to Jeff about how to qualify strategic partners and their importance, why you should invest in a private equity fund, what's a customizable fund and how it helps you to choose between cash flow and appreciation and much more. Announcement: Join our Apartment Investing Mastermind Customizable Funds; 00:00 Jeff's background; 04:00 Investing in people & Giving up the control; 08:32 Qualifying strategic partners; 11:18 What's a private equity fund and why you should invest in it; 14:51 Why people invest in customizable funds; 16:41 Being hands on to passive investing; 18:05 Cash flow vs. Appreciation; 19:45 Advice for those just starting out; Announcement: Download Our Sample Deal and Join Our Mailing List 22:25 Round of Insights Apparent Failure: His first deal. Digital Resource: ActiveCampaign Most Recommended Book: The Hands-Off Investor Daily Habit: Making a priority list for the next day before he goes to bed. #1 Insight for Raising Capital in a Fund: Help people and answer questions. Best Place to Grab a Bite to California: Home cooked meals Contact Jeff: To learn more go to synergeticig.com. You can find Jeff on LinkedIn. Listen to the episode with Brian Burke here. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
David Lecko is the founder and CEO of DealMachine, the highest-rated mobile app to help real estate investors find off-market deals. David created DealMachine in 2017 when he was new to real estate investing himself. He knew from reading that the best way to find off-market deals was to go driving for dollars and send direct-mail. He drove around, manually wrote down the addresses of distressed properties, and sent mail to the addresses he wrote down. One day, he realized he missed out on a deal because he failed to follow up with his leads. He knew he needed a solution to automate the process. So he wrote the first line of code that became DealMachine. Shortly after, he acquired his first rental property through driving for dollars and went on to build a $2 million rental portfolio with the DealMachine app. David also co-hosts the DealMachine Real Estate Investing Podcast, which helps listeners start their journey to financial freedom through real estate. In this episode we talked to David about how he got into real estate, building successful partnerships, challenges that investors face when it comes to acquisitions of off-market properties, why a seller would choose to sell off-market, off-market VS. listing with a broker and what makes DealMachine unique in the space. Announcement: Join our Apartment Investing Mastermind Off-market Deals; 00:00 A true motivation to get started in real estate investing; 10:55 Building a successful partnership; 15:38 Main challenges when it comes to acquisitions of off-market properties; 22:16 Why would a seller choose to sell off-market; 28:13 Off-market VS. Listing with a broker; 21:20 What makes DealMachine unique in the space; Announcement: Download Our Sample Deal and Join Our Mailing List 33:00 Round of Insights Apparent Failure: Thinking that pleasing your boss is the way to make more money in his corporate job. Digital Resource: ZoomOffers Most Recommended Book: Humor Seriously Daily Habit: Working out #1 Insight for Finding Off-Market Deals: Talk to somebody in your market who's had success and be persistent on finding the deals. Best Place to Grab a Bite to Eat: Pasta Bar Contact David: To learn more go to dealmachine.com. You can find David on LinkedIn. Check out the DealMachine Podcast here. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Taylor Loht is an experienced Multifamily and Self Storage real estate investor, who decided to break into real estate in 2015 following Wall Street's major correction that year. In the time since he made the shift, Taylor has acquired, invested in, partnered on, or otherwise had a hand in over $250 million dollars in Multifamily & Self Storage Real Estate Investment Deals. He teaches others how to build passive income through real estate investing and the personal finance concepts of the FIRE movement. He focuses on real estate because it has features and a track record unlike any other asset class. He's also knowledgeable about real estate syndication, multifamily investing, self storage, turnkey real estate, personal finance, and other financial independence related topics. In this episode we talked to Taylor about what his multifamily portfolio looks like today, his shifting approach to investing in apartments, why it's difficult to find a good deal in self-storage, how hiring and podcasting helped him grow, and why he became a licensed broker-dealer. Announcement: Join our Apartment Investing Mastermind Creating Opportunities; 00:00 A need for updating Taylor's bio ; 03:55 A shifting approach to investing in apartments; 07:58 Why it's difficult to find a good deal in self-storage; 11:03 Creating an opportunity through hiring & podcasting; 17:13 Buying your time - Rewards & what's holding you back; 21:20 How becoming a licensed broker-dealer can help; 25:30 What's a broker-dealer; Announcement: Download Our Sample Deal and Join Our Mailing List 28:15 Round of Insights Apparent Failure: Coming up short with a deal. Digital Resource: ActiveCampaign Most Recommended Book: Crucial Conversations Daily Habit: Training Brazilian Jiu-Jitsu #1 Insight for Raising Capital for Real Estate: Help people and answer questions. Best Place to Grab a Bite to Richmond: Goatocado Contact Taylor: To learn more go to ntcapitalgroup.com or investwithtaylor.com Click here to listen to the previous episode we did with Taylor. You can find the book The Strangest Secret here. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
After 15 years owning national commercial and local residential construction/remodeling companies, Jake Harris created BuildWallet, a payment platform that eliminates STRE$$ and restores TRU$T and $PEED for any project. His company NextGen Tech combines Banking + Blockchain under industry framework. In this episode we talked to Jake about BuildWallet, an app that combines Banking + Blockchain to make it easier for investors, project managers, and contractors. We get in the nits of how the technology works and how it's going to change the future. Announcement: Join our Apartment Investing Mastermind Project Management with Blockchain; 00:00 A more effective way; 05:20 BuildWallet - How it helps investors and project managers; 07:34 Who is BuildWallet for; 09:13 Transparency & Accountability; 11:28 How BuildWallet works for contractors and project managers; 12:41 Construction to residential 16:08 Building into the future - Banking & Blockchain Announcement: Download Our Sample Deal and Join Our Mailing List 20:22 Round of Insights Apparent Failure: Not taking venture capital. Digital Resource: Smart Contracts Most Recommended Book: Traction Daily Habit: Pray #1 Insight for Project Management: Don't leave the meeting without talking about three things: scope, schedule and budget. Best Place to Grab a Bite in Raleigh: The Raleigh Barbeque Contact Jake: To learn more go to www.buildwallet.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
While working in corporate, Sandhya Seshadri saw firsthand how people dedicate so much of themselves to work, while simultaneously missing out on crucial opportunities to protect and grow their wealth.That's why she loves spreading knowledge about the power of passive investments in multifamily real estate. You get to leverage her knowledge and experience in management, versatility, and metrics-focused investment decisions, so you too can do what it takes to take control of your financial future and build a legacy for your family. In this episode we talked to Sandhya about the great tax benefits of real estate, top questions to ask whenever you are evaluating a deal, the things you'll find out when you transition to the active side, the ins and out of asset management, and the book she co-authored “Next Level Your Life”. Announcement: Join our Apartment Investing Mastermind Asset Management; 00:00 Stocks to real estate investing; 03:54 Great tax benefits; 05:26 Top questions to ask whenever you are evaluating a deal; 08:45 The things you'll find out when you transition to the active side; 21:32 Asset management and property management; 25:50 “Next Level Your Life” Announcement: Download Our Sample Deal and Join Our Mailing List 27:13 Round of Insights Apparent Failure: Thinking that she could raise money from friends and family easily. Digital Resource: Calendly Most Recommended Book: Atomic Habits Daily Habit: Time blocking #1 Insight for Asset Management: Make sure your property management company and your on site personnel are bought into your business plan and believe in your vision. Best Place to Grab a Bite to Dallas: Uncle Julio's Contact Sandhya: To learn more go to www.engineered-capital.com. Click here to get the book. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Fernando Angelucci is the Co-Founder and CEO of Self Storage Syndicated Equities, a real estate investment firm with a portfolio of $250M+ built over the past four years. They specialize in self-storage investments, purchasing existing cash-flowing assets, and building ground-up facilities nationwide. Before getting into self-storage, Fernando worked as an engineer at Dow Chemical, a Fortune 50 company, where he rolled out a flagship product estimated to gross $1B in global revenues. After a year, he left this lucrative job, and the night after he quit, he applied for 64 credit cards. He received approval for 12 and used the cards to raise $97,000 to begin his real estate investing career. He was in his early 20s at the time, and this was the only way he could think of to get capital without turning to his parents. Before turning 30, he owned a multi-million dollar portfolio of residential properties covering the Midwest, which he sold in 2018 to focus on self-storage. In this episode we talked to Fernando about finding your niche, reasons for transitioning to this industry, comparing self-storage to retail, how he created impressive deal flow in, and showcasing how he built a $220 million portfolio. Announcement: Join our Apartment Investing Mastermind Self Storage 101; 00:00 Finding your niche; 04:41 Some good reasons to transition into self-storage; 10:23 Self-storage VS. Retail; 14:25 Wholesaling in self-storage; 25:19 $220,000,000 portfolio; Announcement: Download Our Sample Deal and Join Our Mailing List 24:05 Round of Insights Apparent Failure: Rushing a multifamily deal. Digital Resource: Audible Most Recommended Book: Traction Daily Habit: Time blocking #1 Insight for Building a Self-storage Portfolio: Never burn bridges. Best Place to Grab a Bite to Eat in Chicago: Fogo De Chao Contact Fernando: To learn more go to ssse.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Based out of Fargo, ND, Kyle is the Founder of Passive 25K Group—a company with a mission to build wealth through passive income for ourselves and others. And the belief that, once financial freedom is achieved, you can truly start making decisions based on merit, not money, and start spending your time solving the problems that fascinate you. With The Passive 25K Podcast, Passive Income University, and Cashflow Coaching, Kyle brings his real life experience to the table. Creating a community of people all marching toward their passive income vision. Kyle believes financial freedom can be better completed together than apart. In this episode we talked to Kyle about his story in investing, his platform The Passive 25k Group, the importance of having a bigger goal and a vision, how community and giving plays a role in success and how multiple income streams can help. Announcement: Join our Apartment Investing Mastermind If There's a Road, There's a Way 00:00 If there is a road, there is a way; 07:40 Leverage & High interest rates; 09:32 The Passive 25k Group; 14:03 Having a bigger goal and a bigger vision; 17:44 The importance of community; 20:19 Five income streams at $5k get you to $25,000; Announcement: Download Our Sample Deal and Join Our Mailing List 24:05 Round of Insights Apparent Failure: His spending approach earlier in his career. Digital Resource: Boomerang for Gmail Most Recommended Book: Profit First Daily Habit: Reading the Bible #1 Insight for Creating Multiple Streams of Income: You have to have your GPS set on the exact door you want to knock on. Best Place to Grab a Bite to Eat in Fargo, North Dakota: Crisp & Green Contact Kyle: To learn more go to www.p25kg.com. Click here to listen to Kyle's podcast. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Ryan Chaw has so far invested in ten single-family houses on the side of his full-time job (He's a pharmacist). He has previously been featured on sites like Business Insider, Yahoo Finance, and BiggerPockets. His speciality is student rental investments.He also helps others get started in real estate investing at NewbieRealEstateInvesting.com. In this episode Ryan gets specific about room hacking, how he is making $25,000 cash flow a month from a house, the administration & regulations of student housing, how student housing is resilient to a recession, the administration & regulations of student housing and much more. Announcement: Join our Apartment Investing Mastermind $25,000 Cashflow a Month from a House; 00:00 Room hacking; 05:43 $25,000 cashflow a month from a house; 06:49 The administration & regulations of student housing; 12:46 How is student housing resilient to a recession; 14:09 3-4 unit Vs. a single family house in student housing ; 15:28 Retrofitting in student housing; 16:54 Helping other investors; 18:00 Managing properties; Announcement: Download Our Sample Deal and Join Our Mailing List 20:40 Round of Insights Apparent Failure: His first property. Digital Resource: Zillow Most Recommended Book: Rich Dad Poor Dad Daily Habit: The Gap and the Gain #1 Insight for Room Hacking: Finding a property near a good college. Best Place to Grab a Bite to Eat in Sacramento: Seoulzip Contact Ryan: To learn more go to www.newbierealestateinvesting.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Sief Khafagi is an ex-techie turned real estate investor who has helped thousands diversify into real estate after spending nearly 5 years at Facebook where he built the second largest engineering organization across the world. Today, he's the founder of Techvestor, which helps accredited real estate investors and busy professionals passively invest in the emerging asset class of short term rentals with a focus on higher than average cash flows and lifestyle by design. Investors can invest as little as $25,000, get all the benefits like cash flow, tax benefits and more, without doing any of the work. In this episode Sief Khafagi delves into the intersection of technology with the real estate industry, highlighting its significance, his insights into confidently transitioning from a traditional salaried job, the implementation of algorithms and automations in real estate processes, optimizing efficiency, the challenges and strategies behind evaluating an impressive volume of 100,000 deals monthly. Announcement: Join our Apartment Investing Mastermind Leveraging Tech - Drive, Scale, and Win 00:00 Tech to real estate; 04:07 $16,000,000 in two years; 09:13 Leaving your W2 job with confidence; 11:21 Algorithms & Automations; 16:25 Underwriting 100,000 deals a month; 28:34 Managing contractors efficently; Announcement: Download Our Sample Deal and Join Our Mailing List 22:21 Round of Insights Apparent Failure: His first short term rental. Most Recommended Book: Unreasonable Hospitality Daily Habit: Working out #1 Insight for Investing in Short Term Rentals: Ask yourself if you want to be passive or active. Best Place to Grab a Bite to Eat in LA: Sugarfish Contact Sief: To learn more go to techvestor.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
After playing in the NFL, Chase decided he wanted to pursue his entrepreneurial dreams and founded multiple successful companies. In 2019 Chase was listed on Forbes 30 Under 30 as CEO of his company EZ Turn, a digital platform for commercial and residential property managers to better manage the tenants, vendors, and contractors at their properties. In this episode, Chase Minnifield discusses founding EZ Turn, a property management software. He talks about his NFL-to-entrepreneurship transition, collaborating with student housing firms, and addressing industry needs. A key focus is on automation's role in efficiency, highlighting how EZ Turn's versatility across property management amplifies its impact. Announcement: Join our Apartment Investing Mastermind EZ Turn Management 00:00 How EZ turn came about; 06:17 NFL to Entrepreneurship; 10:13 Working with the student housing companies; 12:33 A software that fills a need in student housing; 16:54 Don't miss a beat with the help of automation; 19:44 The range of EZ Turn; Announcement: Download Our Sample Deal and Join Our Mailing List 22:21 Round of Insights Apparent Failure: His injuries. Digital Resource: Slack Most Recommended Book: You2 Daily Habit: Working out #1 Insight for Managing Turns: Be prepared. Best Place to Grab a Bite to Eat in DC: Ben's Chili Bowl Contact Chase: To learn more go to ezturn.net. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Christopher Stout is responsible for overseeing and leading all operations at StoutCap. Stout has been a multifamily real estate investor for over a decade and is a master operator. With over 20 years of experience in the residential construction industry, Stout has used his knowledge and expertise to transition his career from construction to real estate investing. This transition ultimately led to the creation of StoutCap. In this episode we dive into Chris' journey from being a homeowner to an investor, how you can build wealth by creating value for other people, partnering up with people, goal setting and your why. Announcement: Join our Apartment Investing Mastermind Goals & Building Wealth 00:00 Homeowner to investor; 06:46 Building wealth by creating value for other people; 12:26 How partnering up can help; 15:45 Developing a goal & saying “no”; 22:32 $300,000 Vs. $50,000,000 27:23 What is your why; Announcement: Download Our Sample Deal and Join Our Mailing List 30:53 Round of Insights Apparent Failure: Buying a rent stabilized building in NYC. Digital Resource: Organization and cloud-based storage Most Recommended Book: Rich Dad Poor Dad Daily Habit: Managing his calendar #1 Insight for Multifamily Investing: Realize that the time moves faster than you think. Best Place to Grab a Bite to Eat in New York: Rocco Steakhouse Contact Chris: To learn more go to stoutcap.com. Find Chris with the @officialstout handle on Instagram. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Ryan Barone is the CEO & Founder of RentRedi. Its rental software for landlords ensures that you can easily collect rent online without any hidden fees. They offer customizable payment options for both landlords and tenants. Never pay any fees for additional units or tenants. It all started when CEO Ryan Barone lost out on a great apartment in New York City. A double major, top of his class, and with an internship on Wall Street - getting documents for rental applications shouldn't have been a problem. But it was. And it wasn't just an issue for him. Speaking with friends, he found the application process for rentals was difficult for everyone, tenants, and landlords. Gathering and storing documents and having them easily available for landlords was a problem - and RentRedi became the solution. In this episode we listen to Ryan's journey into PropTech, and how he is helping property owners by building something that fills a need. Announcement: Join our Apartment Investing Mastermind Helping Property Owners 00:00 $15b under management; 04:36 A journey into PropTech; 10:05 Building something that fills a need; 11:05 Networking and feedback; 12:16 Helping property owners Announcement: Download Our Sample Deal and Join Our Mailing List 19:09 Round of Insights Apparent Failure: The first version of Rentredi. Digital Resource: Intercom Most Recommended Book: The Lean Startup Daily Habit: Creating dashboards #1 Insight for Being an Independent Property Owner: Talk to your tenants. Best Place to Grab a Bite to Eat in New York: Uva Contact Ryan: To learn more about the platform go to rentredi.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Dr. Nkem Ezeamama is the visionary behind Pheenyx Capital Investment. Pheenyx Capital is dedicated to helping busy professionals, both in and out of the healthcare field, grow their wealth through passive investing in commercial multifamily real estate. She is a board-certified Emergency Medicine physician practicing in Tennessee with over 7 years of experience; Dr. Nkem is also a real estate investor with a portfolio consisting of over 300 units as a limited partner; recently, she marked a significant milestone, closing her first deal as a general partner. Dr. Nkem is also keen on empowering other healthcare professionals to attain financial security. She's set a goal to help over a thousand of her peers create passive income and achieve generational wealth through real estate investing. In this episode learn how a doctor transitioned into real estate investing, and discover the power of mindset shifts in achieving growth. Overcome limiting beliefs and gain comfort working with other investors. Don't miss these valuable insights. Announcement: Join our Apartment Investing Mastermind Build Wealth and Still Do What You Love 00:00 Build wealth and still do what you love; 05:41 Doctor to investor; 10:22 Growth with a mindset shift as an LP investor; 15:23 Overcoming limiting beliefs; 26:30 Getting comfortable working with other investors; Announcement: Download Our Sample Deal and Join Our Mailing List 31:57 Round of Insights Apparent Failure: The lack of taking action. Digital Resource: ChatGPT Most Recommended Book: The Alchemist Daily Habit: Gratitude journaling #1 Insight for New: Diversification is key. Best Place to Grab a Bite to Eat in Nashville: Borago Contact Nkem: You can find Nkem on LinkedIn. Go to phcinvest.com to learn more. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Dusten Hendrickson develops and invests in wellness-designed multifamily real estate, as well as existing value-add real estate. He also engages in passive investments in other projects as an LP investor. He owns and asset-manages an impressive portfolio consisting of 869 multifamily units and approximately 25,000 sq ft of commercial space. Additionally, he has made passive investments in 2,034 units as an LP. With a career spanning since 2002, Dusten has been deeply involved in the real estate industry. Over the years, he has been involved in a variety of ventures, from owning a roofing company to building and acquiring single-family homes, multifamily apartment communities, mixed-use buildings, and commercial properties. Dusten's diverse experience includes developing new neighborhoods and nurturing infill and adaptive reuse projects, where he collaborates closely with the historical society, city council, government employees, and officials. In this episode, Dusten discusses various aspects of development. He highlights the importance of wellness and design in more affordable A-class units, the value of gaining perspective through partnerships and understanding the sub-markets when approaching today's real estate market. Dive in for invaluable perspectives on intricacies surrounding the realm of development, exploring the inherent risks and potential rewards that these ventures. Announcement: Join our Apartment Investing Mastermind Development - Lower Risk? 00:00 Wellness & design in more affordable A class units; 06:55 Real estate in three different buckets; 08:13 Gaining perspective through partners; 10:59 Understanding the sub-markets; 15:39 How to approach today's market; 17:19 Development - Risks & Benefits; 22:24 Getting started with development; Announcement: Download Our Sample Deal and Join Our Mailing List 26:29 Round of Insights Apparent Failure: A bad partner. Digital Resource: Marco Polo App. Most Recommended Book: Meditations Daily Habit: Reading the bible in the morning #1 Insight for New: Wellness design modern workforce with no amenities. Best Place to Grab a Bite to Eat: Next Hamburgers Contact Dusten: To learn more go to mailboxmoneyre.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Valerie Shirah is a wife, mother of three, and entrepreneur. She's also the co-founder of the Streamline team and host of Wealth by Choice Podcast. When her husband was diagnosed with Parkinson's disease at the age of 35, she realized that they would not be able to depend solely on his W2 income. At that time, She was a stay-at-home mom homeschooling three kids and had no prior experience in real estate or building businesses. It was an eye-opening moment for both of them—one that led them down a path towards learning more about real estate investing, networking—and ultimately building businesses from scratch. Since then, they overcame their limiting mindsets and began to see how many things in their lives were now changing for the better. On their RE investing journey, She discovered the power of virtual assistants and is now passionate about helping other investors manage their time and experience massive growth through the use of virtual assistants. In this episode, Valerie shared her and her husband's transformative journey, emphasizing the power of the right approach, the difference between making and earning money, and the value of collaboration with Virtual Assistants (VAs). Her practical insights offer valuable lessons for personal and professional growth. Announcement: Join our Apartment Investing Mastermind One thing that changed everything 00:00 One thing that changed everything; 04:55 Finding the right approach; 08:43 Making money VS. Earning money; 13:17 Scaling beyond doing everything yourself; 13:17 A practical way of overcoming challenges; 17:38 Working with VAs; Announcement: Download Our Sample Deal and Join Our Mailing List 26:23 Round of Insights Apparent Failure: Having a “do it yourself” mentality. Digital Resource: Audible Most Recommended Book: Who Not How Daily Habit: Her morning routine #1 Insight for Using Virtual Assistants: The productivity multiplier of adding one or two people to your team. Best Place to Grab a Bite to Eat in Warren, OH: Chipotle Contact Valerie: You can find Valerie's podcast on Spotify, Apple Podcasts or any platform you prefer. To learn more go to thestreamlineteam.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Kevin Kim is a Partner with Geraci LLP and leads the firm's corporate & securities practice. His expertise lies in fund formation, private placements, and other securities offerings for private lenders, real estate developers, and investors of all sizes. Kevin and his team have advised and prepared hundreds of securities offerings including mortgage funds, structured debt offerings, real estate syndications, crowdfunding offerings, EB-5 projects, and Qualified Opportunity Funds. Kevin's passion lies in serving his clients as a pragmatic advisor focusing on real world solutions. Kevin is also a nationally recognized expert in mortgage fund formation. Kevin is the lead instructor for the American Association of Private Lender's Certified Fund Manager courses, where he teaches mortgage fund managers throughout the United States on fund management and securities laws. Kevin hosts the podcast Lender Lounge with Kevin Kim, where he interviews industry leaders, friends, and colleagues in the private lending space to learn what makes them tick. In this episode, Kevin Kim takes us on a journey into the world of private lending. Discover its unique similarities and differences to hard money lending, learn how to prepare for lucrative opportunities, and get insights into licenses, foreclosure types, and even launching your own fund. Uncover the power of private lending in the real estate industry with Kevin's expert guidance. Tune in! Announcement: Join our Apartment Investing Mastermind All things private lending 00:00 All things private lending; 03:45 Why private lending; 08:56 Private money Vs. Hard Money; 12:19 Being in position for private lending opportunities; 17:35 Licenses for private lending ~ Usury Caps 23:47 Non-judicial closure VS. Judicial closure; 24:53 Launching your own fund; Announcement: Download Our Sample Deal and Join Our Mailing List 29:29 Round of Insights Apparent Failure: Making a bad mistake on a client's file early in his career. Digital Resource: Perella Most Recommended Book: Extreme Ownership Daily Habit: Keeping track on his word doc for his priorities #1 Insight for Private Lending: Regionality and focus will be key to success. Best Place to Grab a Bite to Eat in Irvine, California: Little Sister Contact Kevin: You can find Kevin's podcast on Spotify, Apple Podcasts or any platform you prefer. To learn more go to www.geracillp.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Vlad Arakcheyev is an active investor, co-sponsor and JV partner in 500+ multifamily units and land development amounting to a multimillion dollar portfolio. Vlad is in charge of Zontik Ventures operations and asset management. He is a member of the national real estate investor network. In this episode with Vlad Arakcheyev, we delved into the importance of mindset and building a reliable team, how to prepare for potential investment deals and explore various markets worth considering, the changes in the market, and how to manage three different teams in three distinct markets. Announcement: Join our Apartment Investing Mastermind The Search for the Passive Income 00:00 The search for the passive income; 04:55 Mindset ~ Team; 08:43 How to be ready when a deal comes; 13:17 What markets to invest in; 17:38 3 teams 3 markets; 23:03 Interest Rates & Changes in the market; Announcement: Download Our Sample Deal and Join Our Mailing List 26:23 Round of Insights Apparent Failure: His very first raise Digital Resource: Hubspot Most Recommended Book: The One Thing Daily Habit: Meditation #1 Insight for Multifamily Investing: Get educated. Best Place to Grab a Bite to Eat in Queens: Sushi Contact Vlad: You can find Vlad's linktree here or go to www.zontikventures.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
With over a decade in the real estate industry – acquiring, flipping, developing and financing over $500 million worth in real estate – Ruben has quickly become a renowned real estate expert, speaker, and guide for many professionals in the industry. The most successful time in Ruben's career was during the 2009 financial crisis; during this time, he bought, fixed, and sold distressed properties, which showed his determination in both bullish and bearish markets. After using private money financing himself, he quickly saw the innovation desperately needed in the private lending space and decided to spearhead it by co-founding We Lend, LLC (a private lending platform). Ruben originally, however, started as a hard-working eight-year-old boy distributing flyers on the streets of New York, and to this day still takes that work ethic with him everywhere he goes. He is a graduate of St. John's University and Touro School of Law, where he earned a BS in legal studies and his JD, finishing cum laude and magna cum laude In this episode with Ruben Izgelov, we explore the world of lending and private lending. We delved into how to enter the lending side, handling good loans and borrowers, vetting borrowers, common mistakes made by borrowers, understanding debt funds and liquidity, and the crucial first step to private lending. Tune in for a comprehensive overview of the lending industry with Ruben Izgelov. Announcement: Join our Apartment Investing Mastermind Good Loans to Good Borrowers 00:00 Hustlin' and Never looking back; 06:50 How to get into the lending side 08:53 Good loans to good borrowers; 12:37 Vetting borrowers; 15:28 Mistakes borrowers make; 17:53 Dept funds; 22:45 Liquidity by nature; 24:21 First step to private lending; Announcement: Download Our Sample Deal and Join Our Mailing List 26:23 Round of Insights Apparent Failure: Dropping out of highschool Digital Resource: LinkedIn Most Recommended Book: How to Win Friends & Influence People Daily Habit: Working #1 Insight for Private Lending: Make sure you're firstly positioned. You want to be the last one in but the first one out. Best Place to Grab a Bite to Eat in Queens: Taste of Samarkand Contact Ruben: To learn more go to welendllc.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Kyle Pearce is one of three teachers who we consider to be "Invested Teachers". Three teachers who began investing in real estate back in 2011 - slowly, but surely grew their portfolio to 31 doors primarily using a buy-and-hold strategy that started with single-family and progressed towards multi-family properties (U.S. market and local Windsor, Ontario market); Two of them (Kyle Pearce and Jon Orr) are mathematics teachers who started a “side hustle” business assisting educators and district leaders in growing their mathematics practices into strong, healthy, and balanced programs ($500k CAD topline revenue last year); One of them (Matt Biggley) has transitioned full-time into real estate as an agent and has partnered with one of the most well-known local names in real estate to push her business further; In this episode, we talked to Kyle Pearce about partnerships, the abundant mindset, how we should approach education in real estate, and the importance of helping people understand. Dive in for an engaging conversation. Announcement: Join our Apartment Investing Mastermind Learning Who You Are as an Investor 00:00 Invested teachers; 04:32 Partnering up to help each other; 08:32 The abundance mindset; 13:30 Education; 18:51 Helping people understand real estate; 24:00 Tips and resources; Announcement: Download Our Sample Deal and Join Our Mailing List 29:15 Round of Insights Apparent Failure: Holding back from investing for 5 years to see what happens with his investments. Digital Resource: Becoming Your Own Banker Most Recommended Book: Slack Daily Habit: Typing when pedaling #1 Insight for Someone Making Their First Investment: Don't just go into it blindly but also don't hold off trying to find the very best deal. Best Place to Grab a Bite to Eat in Salt Lake City: Twigg's Bar & Grill Contact Kyle: To learn more go to investedteacher.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Erik Oliver is the vice president of business development at Cost Segregation Authority, which performs cost segregation studies to help investors save tax dollars. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation. In this episode with Erik, explore the realm of cost segregation, a powerful financial strategy that uncovers hidden opportunities within real estate investments. Learn about the process of reclassifying property components to accelerate depreciation deductions and maximize tax savings. Discover the benefits of cost segregation, including enhanced cash flow and reduced recapture. Gain insights into partial asset dispositions, professional trainings for CPAs, EAs, and agents, and the distinction between tax strategists and tax preparers. Lastly, uncover the underutilized 45l energy credits and their potential impact on real estate ventures. Prepare to elevate your investment approach and optimize financial outcomes with cost segregation. Announcement: Join our Apartment Investing Mastermind Unleashing the Potential of Cost Segregation 00:00 Opening segment; 03:32 What's cost segregation; 05:08 How a cost segregation study works; 07:35 Why cost segregation; 10:12 Partial asset dispositions ~ Cost segregation; 18:43 CPA, EA and Agent trainings; 21:34 Tax Strategist vs. Tax Preparer 25:18 How recapture can reduces with a cost segregation study 28:58 45l energy credits - The most under utilized credit in real estate Announcement: Download Our Sample Deal and Join Our Mailing List 29:15 Round of Insights Apparent Failure: Knowing what he is good at and what he is not good at. Digital Resource: Repstracker Most Recommended Book: Tax Free Wealth Daily Habit: Writing things down #1 Insight for Cost Segregation: Don't just look at the cost of the study but look at the estimated benefits are going to be.. Best Place to Grab a Bite to Eat in Salt Lake City: Santo Taco Contact Erik: To learn more go to costsegauthority.com. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Bronson Hill is the founder of Bronson Equity, a multifamily investment company that is a general partner in over $200M in performing real estate assets. He has raised over $32M from investors and spoken personally with over 1500 investors and is passionate about helping busy professionals develop passive income through investing in alternative assets. In this episode, Bronson talks about his transition from medical sales to working with investors, the importance of finding the right position to raise money, and shares insights on how to navigate the multifamily industry. He also touches upon how he went from failing to raising $15,000,000 upfront and how to vet deals. Announcement: Join our Apartment Investing Mastermind Finding Your Path in Real Estate Investing 00:00 Medical sales to working with investors; 05:52 The right position to raise money; 11:00 Finding your path in multifamily; 15:52 Being interested in writing a cheque; 19:31 Failing to raising $15,000,000 upfront 23:25 How to vet deals; Announcement: Download Our Sample Deal and Join Our Mailing List 28:45 ~ Round of Insights Apparent Failure: Being fired as a youth pastor Digital Resource: Calendly Most Recommended Book: Never Split The Difference Daily Habit: Reading his goals every morning #1 Insight for Passive Investing: Go to conferences, and go to meet ups. Best Place to Grab a Bite to Eat in Pasadena, California: True Food Kitchen Contact Bronson: To learn more go to bronsonequity.com. Click here to join Bronson's monthly meet-up. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Maggie Cheung has been investing in real estate since 2011. During that time, she has focused mostly on buy-and-hold rentals, private lending, and both passive and active investing through real estate syndications. Maggie is passionate about following and implementing a financial philosophy that grows wealth at a steady pace over time. Prior to transitioning to full-time real estate, Maggie worked at large financial firms including Goldman Sachs and Morgan Stanley. She specialized in risk management for the Firms' Investment Banking and Investment Management businesses which included reviewing, assessing, and improving the Firm's underwriting and due diligence process. In today's conversation, Maggie talked about her journey from being a W-2 employee to a real estate investor, her insights about coaching, how she hunted for deals to find the best place to invest in, and how she managed concerns from investors. Announcement: Join Apartment Investing Mastermind Success Through a Humbling Experience 00:00 A humbling experience to success; 09:22 LP to GP and Coaches; 13:29 Portfolio ~ Stepping up - Community; 17:52 The journey to the golden town to invest in; 25:01 Finding investors; 27:17 Round of insights Announcement: Download Our Sample Deal and Join Our Mailing List Apparent Failure: Being a woman in the real estate space starting out Digital Resource: citydata.com Most Recommended Book: The One Thing Daily Habit: Exercise, Meditation #1 Insight for Multifamily Investing: Don't do everything that other people do. Best Place to Grab a Bite to Eat in Dallas: Chick-fil-a Contact Maggie: To learn more go to sageinvestinggroup.com. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Iqbal (Ike) Mutabanna is the CEO of 110 Equity, owning and operating multifamily and commercial real estate assets. Currently, Ike's portfolio includes over 1,300 multifamily units representing over $270M in assets under management. His deal completion history includes over 2,500 multifamily units in Texas, Florida, and North Carolina. Ike has also invested in industrial and office properties, as well as in specialized infrastructure development projects across the sunbelt. Prior to his investment venture, Ike was a C-level executive with expertise in building marketing and customer research tech products. He holds an MS in Electrical and Computer Engineering with a specialization in mathematical modeling and optimization problems. In today's conversation, Iqbal shared insights on scaling in commercial real estate and overcoming the obstacle of raising capital, the importance of transparency, and how he raised $500,000 to $10,000,000 from the same group of referrals. He also touched upon the topic of branding on the go and provided insights on what to look for in today's market. New: Join Our Apartment Investing Mastermind Scaling through Trust 00:00 Iqbal's background and origin story; 04:16 Scaling in commercial real estate; 06:28 Overcoming the obstacle of raising capital in early deals; 19:58 The first capital raise ~ transparency; 17:24 $500,000 to $10,000,000 from the same group of referrals; 21:15 Branding on the go; 23:28 What to look for in today's market; 27:14 Round of insights; Apparent Failure: Unexpected things that hit two of his projects Digital Resource: Various online resources Most Recommended Book: How to Win Friends & Influence People Daily Habit: Meditation #1 Insight for Multifamily Investing: The focus is on trust, especially in today's market. Best Place to Grab a Bite to Eat in Dallas: Indian Food Contact Iqbal: To learn more go to 110equity.com. You can also find Iqbal on LinkedIn. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Stewart Heath is the Founder and CEO of Harvard Grace Capital, a private equity real estate investment firm that helps people build wealth faster through hands-off real estate investing. They've raised millions of dollars through two real estate syndications, with a team of successful entrepreneurs with 150+ years of combined expertise in business management and commercial real estate investing running the business. By investing in commercial real estate assets (office, retail, self-storage, etc.) that are well-located between Nashville, Tennessee, and Huntsville, Alabama. Stewart, a Certified Public Accountant (CPA), has over 35 years of experience in the real estate sector. His expertise encompasses multifamily and commercial property development, construction, management, and investing. In this episode, we talked to Stewart about his transition to real estate after years of work he has done as a CPA in the real estate industry, him finding his “why” to get into real estate investing, solid investments he made in early deals, lessons learned from the last downturn, and scaling up. Announcement: Download Our Sample Deal and Join Our Mailing List CPA to Investor 00:00 CPA to investor; 03:33 Finding your why to get into real estate investing; 08:40 Solid investments in early deals; 13:12 Lessons learned from the last downturn; 17:13 Scaling up; 24:18 Round of insights; Apparent Failure: 2018 financial crisis Digital Resource: Microsoft Teams Most Recommended Book: Traction Daily Habit: Having an early coffee with his wife #1 Insight for Commercial Real Estate Investing: Team up with someone that has done it before. Best Place to Grab a Bite to Eat: Las Tojas Contact Stewart: To learn more go to harvardgracecapital.com. You can also find Stewart on LinkedIn. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Kevin Bupp is the Founder & CEO of Sunrise Capital Investors, which invests in mobile home parks, parking lots, apartments, offices, and single family homes all across the US. He has 16 years of experience in educating investors to locate, acquire, and create “higher than average” returns from the widely misunderstood niche of mobile home park investing. He shares his expertise through the Mobile Home Academy and also as the host of The Real Estate Investing for Cash Flow Podcast, which has become one of the hottest real estate podcasts on iTunes. He is the #1 bestselling author of the new book The Cash Flow Investor: How to Create Financial Freedom Investing in Commercial Real Estate. In this episode, we had the privilege of speaking with Kevin, an experienced investor, who provided valuable insights into the world of mobile home park investing. Our discussion revolved around the lucrative nature of this asset class, as well as the challenges associated with purchasing a mobile home instead of the land. Furthermore, we delved into the realm of parking lot investing and explored its mechanics. Join us for a round of captivating insights as we unravel the exciting possibilities within these investment avenues. Announcement: Download Our Sample Deal and Join Our Mailing List Mobile Home Parks and Parking Lot Investing 00:00 Assistant to investor; 06:07 Why you should invest in mobile home parks; 13:23 Challenges when you buy a mobile home instead of the land; 19:42 Lessons and tips on mobile home investing; 26:51 Parking lot investing; 37:12 Round of insights; Apparent Failure: 2008 financial crisis Digital Resource: Slack Most Recommended Book: The Go-Giver Daily Habit: Exercising #1 Insight for Commercial Real Estate Investing: Team up with someone that has done it before. Best Place to Grab a Bite to Eat: Home Contact Kevin: To learn more go to investwithsunrise.com. You can find Kevin's free book here. Click here to listen to the first episode that John did with Kevin. Other links: www.MySunriseCommunity.com, www.MobileHomeParkAcademy.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Cameron Barsanti is a self storage investor/operator and mentor. With a strong wholesaling background, he built a ten facility portfolio across four states, with little to no money in the bank. Now, He's on a mission to teach others how to succeed in this fast-growing industry. In our conversation, we talked to Cameron about his transition to real estate from the film industry, how he used his desperation to succeed, leveraging partners and education, trading up $330,000 to $8,000,000 and the importance of deal momentum. Announcement: Download Our Sample Deal and Join Our Mailing List 00:00 Taking action; 03:12 From a feature film to real estate investing; 06:02 Desperation meets an opportunity; 09:38 Lessons learned from a failure; 13:03 Leveraging partner and education; 15:39 Trading up $330,000 to $8,000,000; 20:56 The importance of deal momentum; 25:44 Round of insights Apparent Failure: Losing a recent deal Digital Resource: otter.ai Most Recommended Book: Awaken the Giant Within Daily Habit: Gratitude practice #1 Insight for Self-storage Investing: Find somebody who is really good at it, and doing it. And follow their lead. Best Place to Grab a Bite in Greenville: The Osawa Contact Cameron: To learn more go to storagelife.com. You can find Cameron with the @storagelifecam handle on Instagram. Click here to listen to episode 493 with Brandon Schlicter. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Rebecca Moore is the Co-Founder and CEO of Starboard Equity and a real estate investor since 2014. She syndicated the acquisition of nine properties with over 1100 units as a General Partner and $106MM AUM. Rebecca's story is one of powerful determination and persistence. She shares how she hired a mentor, learned to underwrite, built relationships with brokers and investors. She managed to win and fund deals in Texas while living in California, while managing a full-time psychology practice! Now, she has moved from sunny San Diego to Dallas to commit to the DFW multifamily market. She created Starboard Equity to help investors accelerate their path to financial freedom by investing in multifamily properties. In our conversation, we talked to Rebecca about her transition to multifamily, the importance of perseverance in investing, the psychology of partnerships, and how to approach the market in today's day and age. Announcement: Download Our Sample Deal and Join Our Mailing List The Highest Possible Cash-Flowing Asset 00:00 A transition to multifamily; 05:01 Perseverance in investing; 06:33 Double the value on a short time frame; 10:15 The psychology of partnerships; 17:41 Partnering with your spouse; 27:49 How to approach today's market in today's day and age.; 32:00 Round of insights Apparent Failure: Capital raising on her second deal Digital Resource: Neighborhood Scout Most Recommended Book: Think and Grow Rich Daily Habit: Looking at her dream board #1 Insight for Multifamily Investing: Location, location, location. Best Place to Grab a Bite in Greenville: Prime Farm to Table Contact Rebecca: To learn more go to starboardequity.com. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Michael Elefante is a real estate investor, content creator, and entrepreneur. He and his wife became financially free at the age of 27, just one year after investing in short-term rentals. Just 2.5 years later, they've scaled to six short-term rentals that generate over $80k per month and $40-50k cash flow per month. Michael is an avid online educator and offers resources to help others jumpstart their journey to financial freedom. He is the founder of Airbnb Investor Academy, which launched in April 2021, and has generated nearly $1M in course and coaching sales in the first 16 months. He has around 1M followers across Tik Tok, Instagram, and YouTube. In our conversation, Michael talks about short-term rentals, including maximizing cash flow, dealing with seasonality, and market selection. He also shares the significance of differentiation, profitability strategies, managing rentals in different markets, the Bnb Investor Academy, and how to build a massive social media following. Announcement: Download Our Sample Deal and Join Our Mailing List The Highest Possible Cash Flowing Asset 00:00 The highest possible cash-flowing asset; 05:01 Seasonality in short-term rentals; 06:33 What to look for in a market for short-term rentals; 10:15 The importance of differentiating yourself in short-term rentals; 17:41 How to make sure you are profitable in short-term rentals; 20:10 How to manage short term rentals in different markets; 23:00 The Bnb Investor Academy; 24:08 How to grow a massive following on social media; 31:00 Round of Insights Apparent Failure: Not being able to make it in professional baseball after collage. Most Recommended Book: Cashflow Quadrant Daily Habit: Exercising #1 Insight for Short-term Rental Investing: Leverage the data that is already out there. Best Place to Grab a Bite in Greenville: Hall's Chophouse Contact Michael: You can find Michael on social media with the @melefante6 handle. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.