Target Market Insights: Multifamily Real Estate Marketing Tips

Derek Dombeck is a seasoned real estate investor, national speaker, and international bestselling author who has navigated the ups and downs of real estate since 2003. Known for his expertise in creative deal structuring, private lending, and relationship-based investing, Derek has completed thousands of transactions while helping investors gain control over their financial futures. Today, he leads Generational Wealth, where he teaches others how to build lasting legacies through intentional business and personal vision.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Learn to operate without banks by mastering creative deal structures and private lending. Building relationships—not relying on institutions—provides flexibility and resilience in any market. Investors must prioritize communication and integrity to maintain trust with lenders and partners. Success is rooted in having a clear vision for life first, and building business strategies around that. Control and freedom come from understanding “why” you want wealth, not just “how” to achieve it.     Topics From Losing Everything to Creative Control Derek started in the early 2000s with bank financing but lost nearly everything in the 2008 crash. Learned to rebuild through creative financing and raising private capital instead of relying on institutions. Founded a private lending business averaging 20–25 loans per month, lending over $3 million monthly. Why Relationships Beat Banks Institutional lending is transactional—private lending is relational. Investors who communicate transparently with private lenders can work through tough times and maintain trust. Reputation and reliability are worth more than a few basis points in interest savings. Raising Private Capital Raised over $25 million by building genuine connections and paying investors before himself. Early mistake: not developing a network soon enough. Now teaches investors to focus on building long-term trust and a solid track record. Creating a Vision-Led Life Entrepreneurs often trade a 9-to-5 job for a “5-to-9” grind—without defining what they actually want. Derek emphasizes creating a written life vision first, then building a business to support it. The question isn't how much money you want, but why you want it—and how it supports the life you envision. Rethinking Goals and Ownership Many chase status symbols (like beach houses or luxury cars) without questioning their purpose. Derek explains how experiences can be enjoyed today without waiting decades—like renting a dream home instead of owning it. True wealth is freedom to live intentionally, not accumulation of “stuff.”    

Chris Zona is a litigation partner at Mandelbaum Barrett, practicing primarily out of New York City. With nearly 100 trials under his belt, Chris helps investors and businesses turn legal conflict into capital. By leveraging litigation, non-performing loans, and distressed assets, he shows multifamily and commercial real estate investors how to uncover hidden opportunities and generate outsized returns.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Litigation doesn't have to be a cost center—it can be a source of investment opportunities. Non-performing loans (NPLs) often sell at steep discounts, creating entry points below market value. Attorneys can help investors navigate complex foreclosure timelines and risks. Judicial vs. non-judicial foreclosure states dramatically change the investment timeline. Building strong banking and attorney relationships is essential to sourcing and executing distressed note deals.     Topics Turning Conflict into Capital How Chris reframes litigation as a tool to unlock hidden opportunities. Why distressed debt and litigation finance are increasingly relevant in today's market. Understanding Non-Performing Loans NPLs often sell at 60–80% of face value, providing opportunities for investors. Secondary markets create deal flow as banks offload risky assets to redeploy capital. The Role of Litigation Attorneys Advising investors on jurisdictional risks, foreclosure timelines, and strategy. Using the threat of litigation to negotiate favorable outcomes without always going to trial. Judicial vs. Non-Judicial States Judicial foreclosures require lawsuits, trials, and long timelines. Non-judicial foreclosures are statutory, faster, and less litigious. Investors must factor timelines into their portfolio strategies. Market Conditions for Distressed Assets Rising interest rates and tighter bank policies have increased the number of NPLs. Why the next 3–5 years may provide significant opportunity for note investors.    

Loral Langemeier is a six-time New York Times bestselling author, world-renowned financial expert, and founder of Integrated Wealth Systems. With over 20 years of experience, she has mentored thousands of entrepreneurs and investors, built multimillion-dollar companies, and partnered with legends like Bob Proctor and Robert Kiyosaki. Known as “The Millionaire Maker,” Loral specializes in teaching people how to sequence their wealth and create financial independence through real estate, business, and smart investing strategies.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Sequencing your wealth: doing the right thing at the right time. The importance of mentors and surrounding yourself with the right team. Why databases and consistent communication are critical assets for raising capital. Real estate investors often make mistakes by chasing deals without having capital and credit lined up. Debt can be a powerful tool—being in “good debt” is essential to scale quickly.     Topics From Farm Life to Financial Expert Grew up in Nebraska, discovered Think and Grow Rich early, and hired Bob Proctor at 21. Transitioned from exercise physiologist at Chevron to working with the Rich Dad team as master distributor of the Cashflow game. Building Wealth Through Sequencing Success comes from taking the right steps in the right order—structure before deals. Real estate investors fail when they do the right things at the wrong time. The Power of Mentorship and Team Mentors open doors, but you must provide value and take action. Success is built with a strong, trusted team—not by going solo. Raising Millions Through Databases Used her database of 18,000 people to raise $16M for projects in Oklahoma. Consistent communication and investor education are essential for long-term success. Debt as a Wealth Tool Don't fear debt—leverage it wisely for higher returns. Millionaires use “good debt” to accelerate wealth, not avoid it.    

Nathan Schiess is a personal branding strategist and marketing expert who helps real estate professionals build authority, create visibility, and attract aligned relationships through strategic content. With a background in psychology, personal development, and real estate investing, Nathan blends storytelling and strategy to position his clients as trusted leaders in the industry.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways A personal brand is not vanity — it's a system for communicating credibility to investors. Social media should be treated as a business tool, not a personal diary. High-net-worth individuals invest in people they trust, not just in advertised returns. You don't need tens of thousands of followers — a small, targeted audience can raise millions. Content should focus on solving your ideal client's problems, not showcasing yourself.     Topics From Investor to Branding Expert Nathan built a 40-unit portfolio before transitioning to focus on branding. Learned the importance of documenting and marketing expertise after losing everything in a divorce. Why Personal Branding Matters Without a brand, every investor interaction requires retelling your story. A curated online presence creates confidence and trust before the first meeting. Overcoming Objections to Social Media Branding isn't about you — it's about your Ideal Client Profile (ICP). Being shy or reluctant isn't an excuse if your goals require visibility. Branding can be outsourced like any other business function. Content That Builds Trust Define your ICP clearly and tailor content to their problems, questions, roadblocks, and desired results. Consistency and clarity build authority over time. Followers who won't invest aren't your audience — focus only on those who will. Monetizing Without Vanity Metrics 1,000 quality followers can generate six figures in deal flow. Followers must know exactly how to work with you — clear calls to action are essential. Avoid content that entertains without converting.    

Ben Michel is the founder and principal of Ridgeview Property Group, a real estate investment firm focused on value-add multifamily properties in the Twin Cities. After a decade as a multifamily broker, Ben transitioned into investing during the pandemic and has since grown Ridgeview's portfolio to $25 million in assets. He specializes in heavy-lift renovations using construction debt, transforming underperforming properties into long-term holds that generate stable returns.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways A decade as a broker provided Ben with credibility and deal-analysis skills that investors trusted. Raising capital requires confidence, credibility, and broad connections—not just a handful of close contacts. Expanding his outreach from 50 contacts to thousands transformed his ability to raise funds. Coaching and mentorship were critical for learning construction loans, renovations, and repositioning strategies. Long-term success depends on planning for market cycles with reserves, staggered debt maturities, and strong operations.     Topics From Broker to Investor Ten years as a multifamily broker built experience analyzing deals and observing operators. First investment came from converting a failed listing into a purchase with an investor partner during Covid. Early Capital Raising Lessons First deal funded by a single $1 million investor—a stroke of luck. Learned the hard way that a tiny investor list made future raises difficult. Expanded his outreach by adding thousands of past contacts to his newsletter, enabling a $2.2M raise. Mentorship and Scaling Immediately hired a mentor to learn construction debt, repositioning, and property branding. Shifted from “softball” deals to larger renovations requiring professional systems. Twin Cities Market Strategy Avoids restrictive areas like St. Paul (rent control) and focuses on stable suburbs. Considered Nashville and Bentonville but doubled down locally due to his network and knowledge. Value-Add Execution Renovates 1960s–70s properties with $18–25K per-unit budgets. Upgrades include flooring, cabinets, granite, stainless appliances, dishwashers, and modern lighting. Strategy creates long-term, easier-to-manage assets with better tenant profiles.    

Nicole Handy is a chemical engineer turned real estate powerhouse and co-owner of Braden Real Estate Group. After more than a decade in corporate America, she transitioned into full-time real estate, where she has become one of Houston's top-producing agents. Today she leads a brokerage of 75 agents across Houston and Dallas while investing in residential and commercial real estate, building generational wealth, and mentoring the next wave of agents.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Nicole leveraged her corporate income to build her real estate business before transitioning full-time. Real estate investing runs deep in her family, shaping her views on generational wealth and long-term ownership. Building a personal brand through consistency and education has helped her stand out in a competitive market. Even during downturns, she has achieved her best years by focusing on adding value and solving client needs. Scaling from agent to brokerage owner requires documented systems and processes.     Topics From Corporate Engineer to Real Estate Entrepreneur Nicole's early real estate exposure through her grandparents' investments. Buying her first property out of college and realizing the power of appreciation. Using corporate income as a foundation before leaving to grow her brokerage. Building a Personal Brand Established her presence through consistent education and social media. Focused on being the most valuable resource to her audience, not just following trends. Braden Real Estate Group is rooted in excellence, values, and polished presentation. Navigating Market Shifts 62% of agents may have exited in 2023, but Nicole had her best year. Positioned herself as a trusted expert during slower markets. Duplexes in Houston are currently trading at discounts, providing investor opportunities. Giving Back Through Nonprofits Active supporter of Move-In Day Mafia, a nonprofit helping foster children transition into college. Provides dorm essentials, monthly care packages, and mentorship to set students up for success.    

K Trevor Thompson is a real estate investor and active syndicator based in Austin, Texas. After a long career in attractions and entertainment—including Ripley's Believe It or Not!, Guinness World Records, and iFly Indoor Skydiving—he transitioned into multifamily real estate in 2018. Since then, Trevor has invested in 34 syndications (20 as a limited partner and 14 as a general partner) and is on a mission to help 100,000 people invest in commercial real estate to achieve financial independence.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Why starting as a limited partner (LP) can provide invaluable perspective before becoming a general partner (GP). How transparency and communication from operators builds trust—and what happens when it doesn't. Lessons Trevor learned from losing $75,000 on his first GP deal. The importance of vetting the “who” in syndications, not just the numbers. Why compounding is critical: leverage makes you money, but compounding makes you wealthy.     Topics From Attractions to Real Estate Spent decades in the attractions industry before entering real estate. Always wanted to invest but mistakenly thought commercial real estate was only for millionaires. Starting as a Passive Investor Began as an LP while working full-time and traveling extensively. Learned what investors value most: responsiveness, transparency, and consistent communication. Lessons from Early Deals Experienced the downside of poor operator communication during a property fire. Gained conviction that the operator's character and competence are more important than deal marketing. Transition to GP Moved into the GP role after running out of personal capital. Lost $75,000 on his first GP deal, a setback that taught him discipline and risk awareness. Found traction by joining Massive Capital and leveraging the power of a strong, diverse team. The Importance of the “Who” Syndications succeed or fail based on the people leading them. Trevor emphasizes building partnerships with operators who think long-term and act with integrity.    

Ryan Sudeck is the CEO of Sage Investment Group, where he leads a team focused on addressing the affordable housing crisis through hotel-to-apartment conversions. With a background in mergers and acquisitions at Amazon, Samsung, and Redfin, Ryan has overseen more than 24 successful adaptive reuse projects nationwide. Under his leadership, Sage operates an evergreen fund with over 400 investors, creating high-quality, naturally affordable housing at scale.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Hotels are valued differently than apartments, creating a 40%+ value lift when converted to residential use. Sage Investment Group has completed 24 hotel-to-apartment conversions across six states, with 100–200 units per property. Units are typically 300-square-foot studios with full kitchens and modern amenities. Strong diligence on entitlements, construction, and lease-up is critical for success. Patience in acquisitions—sometimes two years per deal—is key to meeting return thresholds.     Topics From M&A to Affordable Housing Ryan's career in corporate acquisitions prepared him to lead Sage. Joined as CEO to scale a mission-driven approach to solving the housing shortage. Why Hotel Conversions Work Hotels trade at higher cap rates than apartments, creating built-in arbitrage. Conversion costs average $100K per unit—about half the replacement cost of new builds. Final product: fully renovated studios with fitness centers, coworking, and community amenities. Execution Risks and Lessons Learned Entitlements: converting from commercial to residential requires local approvals. Construction: inspections, sewer scopes, and cutting open walls before purchase to avoid surprises. Lease-up: conservative rent assumptions and regional property managers ensure stabilized occupancy. Capital Stack and Returns Evergreen fund supplies 25–35% of equity alongside LPs. Senior debt from community banks or private debt funds covers 60–75%. Renovation costs run $35K–$45K per unit; recent refis have returned significant equity. Why Not Ground-Up or Value-Add? Ground-up costs 2x more per unit and faces supply delays. Value-add multifamily is overpriced with thin margins post-2021. Conversions provide stronger risk-adjusted returns.    

Pascal Wagner is a former venture capitalist turned real estate investor who has built a $250,000 annual passive income portfolio through over 30 investments. As a VC at Techstars, he deployed $150 million into 300 companies, where he learned how top institutions analyze deals and manage risk. Today, he applies that same institutional approach to passive real estate investing while coaching others to invest with clarity and confidence.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Most passive investors make the mistake of analyzing deals in isolation instead of starting with a clear investment thesis. Institutional investors use a scientific method—macro themes first, then micro criteria, then deal selection. Diversification is essential: Pascal built co-living homes in Atlanta but realized his mom's retirement couldn't rest on one asset class or city. Following institutional or family office investors can provide a safer entry point for LPs. Separate your “cash flow bucket” from your “equity growth bucket” to align investments with goals.     Topics From Techstars to Real Estate Built early wealth through co-living rentals before joining Techstars as an investor. Learned institutional-level due diligence by reviewing thousands of deals. After his father's passing, managed his mother's retirement income and shifted focus to reliable passive strategies. How Institutions Invest Define a thesis first, then filter deals that fit. See hundreds of opportunities before investing in a few. Don't chase returns—find inevitable long-term trends and align investments accordingly. Developing Guardrails for LP Investing Criteria like vintage, roof types, and market selection come from experience and costly lessons. Partnering with operators who have already learned those lessons is critical. Institutional investors demand reporting, audits, and controls—retail investors can “follow” their lead. Buckets of Cash Flow vs. Equity Growth Co-living homes and private credit provide stable cash flow. High-risk equities (tech stocks, crypto) are placed in long-term equity growth buckets. Structured his mother's long-term holdings for inheritance tax advantages while using his own portfolio for near-term cash needs.    

Michael Gifford is the CEO and co-founder of Splitero, a financial technology company helping homeowners unlock home equity without adding more debt or monthly payments. A longtime real estate investor and licensed broker, Michael has flipped hundreds of properties across the West Coast and now focuses on scalable solutions that solve the challenges of trapped equity for homeowners and investors alike.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Splitero provides homeowners cash upfront—up to $500K—without monthly payments. Instead of debt, the product shares in a portion of the home's future value. Qualification is simple: as low as a 500 FICO and minimal documentation. Investors can also benefit by unlocking equity from investment properties without disturbing low-rate mortgages. Consumer protection and transparency are central to making the product accessible and trustworthy.     Topics From Fix-and-Flip to FinTech Michael started in 2009 buying foreclosures, scaling to 100+ transactions a year from San Diego to Seattle. Realized fix-and-flip was not scalable due to construction demands. Shifted focus to lending and eventually to building Splitero. How Splitero Works Homeowners receive a lump sum of cash today in exchange for sharing a portion of their home's future value. No monthly payments; repayment happens at maturity or sale. A homeowner protection cap ensures fair repayment limits. Why It's Different from Traditional Debt Unlike HELOCs or cash-out refinances, Splitero doesn't require high credit scores, income documentation, or DTI ratios. Qualification is faster and simpler—just a driver's license and mortgage statement. Works for both homeowners and investors with trapped equity. Adoption Challenges and Consumer Education Biggest hurdle: awareness of a non-debt equity option. Splitero emphasizes education, disclosures, and licensed staff to explain the product. State-level work underway to provide additional guidelines and oversight.    

Jessie Dillon is a Massachusetts-based beauty salon owner turned real estate investor and mentor. Since starting in 2021, she has built a portfolio of over 50 units, primarily long-term rentals, while also managing short- and mid-term rentals. Jessie specializes in partnerships, scaling through collaboration after quickly realizing the limitations of investing solo.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Jessie transitioned from solo investor to partnerships after running out of capital. Attending conferences like BP Con shifted her mindset and opened doors to strategic relationships. She uses a clear, intentional process for identifying and attracting capital partners. Building a portfolio requires patience—sometimes long stretches of “no deals” precede major breakthroughs. Aligning partnerships and balancing equity-building with cash flow are key to long-term success.     Topics From Beauty Salon Owner to Real Estate Investor Began investing in 2021 with three small multifamily properties. Quickly tapped out of capital and realized the need for partnerships. Overcoming Resistance to Partnerships Initially hesitant due to her solo entrepreneurial background. A breakthrough at BP Con 2022 reframed partnerships as essential for scaling. Building Partnerships Intentionally Created an avatar of her ideal partner and listed 50 potential connections. Sent messages asking for referrals, which led to her first successful capital partner. Replicated this process to form additional partnerships. Deal Criteria and Strategy Focused on value-add multifamily between 8–15 units, ~$80K per door. Looks for proforma rents at least 1.5% of purchase price. Now pivoting toward more cash-flow-heavy assets like self-storage and short-term rentals. The Role of Mentorship and Community Found mentors through BiggerPockets and Women Invest in Real Estate (WIIRE). Attends retreats and conferences to stay surrounded by action-takers. Emphasizes balancing education with taking action.    

Chris Naugle is America's #1 money mentor, a former pro snowboarder turned entrepreneur and founder of The Money School. He has built and managed multiple businesses, authored books on wealth, and now teaches people how to take back control of their finances using the infinite banking concept. Through his methods, Chris has helped thousands of investors and entrepreneurs rethink how money really works.    

Derrick Barker is the co-founder and CEO of Nectar, a flexible capital platform for experienced real estate operators. He began buying property from his Harvard dorm room, later traded structured bonds at Goldman Sachs while scaling to 500+ units, and now oversees thousands of units while helping operators unlock growth with portfolio-backed capital.    

Dave Kotter is the CEO and President of Hybrid Debt Fund and Integrity Capital LLC, with over $2 billion in funded loans. He specializes in private credit solutions that bridge the gap between traditional bank financing and equity, offering innovative stretch senior loans that provide higher leverage while allowing sponsors to retain more control and equity upside.    

Jason Kenney is a real estate investor and founder of Novo Capital Management. After a career in financial services and multiple corporate relocations, he launched his investing company in 2019 and left corporate in 2023 to focus exclusively on real estate. Jason now invests primarily in multifamily syndications and creates education for aspiring passive investors on YouTube.    

Mark Kohler is a bestselling author, entrepreneur, attorney, CPA, and the founding and senior partner at KKOS Lawyers. Specializing in tax, legal, wealth, estate, and asset protection planning, Mark has helped thousands of small business owners and investors align their tax strategies with their real estate and business goals. He is also the host of The Main Street Business Podcast and Directed IRA Podcast, educating entrepreneurs on practical ways to build wealth and save taxes.    

Brandon Rickman is a seasoned real estate investor and entrepreneur who has flipped over 500 houses and owned both short- and long-term rentals. He has raised private money for multiple projects, operates a private lending business, and is currently developing a three-story A-class self-storage facility outside of Atlanta. With over two decades of experience, Brandon has scaled from small residential projects to multimillion-dollar commercial ventures.    

Gary Harper is the founder and CEO of Sharper Business Solutions and co-creator of the Rise Business Framework. After a successful career as a corporate executive, Gary transitioned to real estate and later business coaching, helping over 4,000 entrepreneurs grow and systematize their operations. His work blends deep business strategy with a purpose-driven mission to empower others while supporting meaningful causes.    

Dr. Alex Schloe is a board-certified family medicine physician, entrepreneur, and real estate investor. After facing burnout while working in the military and hospital systems, Alex turned to real estate to regain freedom and impact. Today, he focuses on residential assisted living and co-hosts The Real Room podcast while helping other physicians build time-leveraged wealth through Open Range Capital.    

Kylan Yarbrough began his journey in multifamily real estate at just 17 years old. By 19, he had already advanced to regional property manager, and today he brings an owner-operator mindset to his 195 multifamily units. With a background rooted in ground-level operations and a passion for improving communities, Kylan is also developing property management software to bridge the communication gap between owners and operators.    

Stephen Predmore is the founder and managing partner of Talbott Investments. A former engineer with over 20 years of experience in the manufacturing industry, Stephen transitioned into real estate after a sudden layoff. Since then, he's grown from single-family investor to general partner in multifamily, specializing in JV structures and educating engineers on passive investing strategies.    

Gian Pazzia is a seasoned cost segregation expert and structural engineer who has spent over 25 years helping real estate investors unlock powerful tax strategies. As a former engineer at Arthur Andersen and current leader at costsegregation.com and KBKG, Gian has worked with everyone from small landlords to major casinos and Fortune 500 companies to help them accelerate depreciation and reduce their tax burdens.    

Nic McGrue is the founder of Polymath Legal PC, a boutique law firm focused on helping real estate investors lawfully raise capital through syndications. With over a decade of experience and licenses in California and Washington, Nic specializes in securities law and real estate partnerships. He's also a tenured business law professor who brings both legal and practical insight to every client, helping them raise money legally while protecting themselves and their investors.    

Lissette Calderon is the founder and CEO of Neology Group, a vertically integrated, impact-driven development firm based in Miami. As the first Latina to lead a major development firm in her hometown, she's led the transformation of the Miami River and Allapattah neighborhoods through “attainable luxury”—providing high-quality, amenitized housing for the local workforce. With over 1,500 units developed and more on the way, Lissette proves that profitability and purpose can—and should—coexist.    

Sid Shamim is the founder and CEO of Headway Capital, a vertically integrated real estate investment firm based in Houston, TX. With a background in engineering and a career in oil and gas, Sid transitioned into real estate full-time after building a single-family portfolio and identifying key inefficiencies in property management. Today, Headway Capital manages a $600M+ multifamily portfolio across Texas and Arizona, with over 200 employees and a mission to build enduring teams and cash-flowing assets.    

Tomás Fonseca is the co-founder of Icons of Real Estate, the world's largest real estate podcast network. With a background in SEO and digital marketing, Tomás pivoted to podcasting after realizing its unmatched power to build relationships and generate business. He now oversees production of 70+ podcasts tailored to real estate professionals—helping them attract clients, build authority, and raise capital through meaningful guest conversations.    

Mike Cossette is an award-winning RE/MAX broker and co-owner of RE/MAX Gateway in Austin, TX. With over 20 years of experience, Mike has built an impressive investment portfolio of 18 properties—including multifamily units, Airbnbs, and even a private island. Known for blending lifestyle, creativity, and strategic investing, he helps clients and fellow agents scale sustainably while leveraging both real estate licenses and entrepreneurial grit.    

John Carlson is the CEO of Mark-Taylor Residential and a multifamily veteran with over 20 years of experience in real estate operations and leadership. He began his journey as a resident in one of the company's properties and rose through the ranks with a deep commitment to service, people-first culture, and long-term investment strategy. Today, he oversees a $10+ billion portfolio and is known for championing data-driven decision-making and organizational growth through purpose-driven leadership.    

Jessie Lang is a real estate investor, author, and educator who scaled her rental portfolio from 11 to over 70 units in just a few years. Based in Columbus, Ohio, Jessie specializes in the BRRRR method, systems-based renovations, and portfolio management with a lean remote team. She is the author of Rentals Made Easy, a tactical step-by-step guide for scaling rental properties with clarity, confidence, and consistency.    

Stephen Petasky is the founder and CEO of The Luxus Group, a hospitality and development firm specializing in luxury vacation homes, global restorations, and high-end resort communities. Over nearly two decades, he's raised more than $100 million, facilitated 20,000 vacations, and partnered with brands like Four Seasons to deliver premium lifestyle experiences through real estate. His business journey spans from fractional home ownership to international development, all driven by a passion for design, family travel, and scalability.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Stephen started Luxus by solving his own problem—traveling with young kids—and turned that into a $100M global vacation home portfolio. Raising capital gets easier when the investment includes a dual purpose, like lifestyle use alongside financial return. Scaling a business requires building it “back to front”—start with the exit goal, then reverse engineer every step. Real estate and development success takes patience; some ventures took 7–10+ years to turn profitable. Subject matter expertise becomes a valuable asset after years of refinement, leading to higher-impact, lower-risk projects.     Topics How a Personal Travel Need Became a Syndicated Real Estate Venture Started Luxus to create a family-friendly alternative to hotels or inconsistent vacation rentals. Solved the problem of predictability, comfort, and flexibility by imagining ownership of 30 homes—then invited others to co-invest. Raised $3.5M to purchase three homes; word-of-mouth demand led to $100M+ raised and 50 properties acquired. Dual-Purpose Investing: Lifestyle + Returns Investors received lifestyle benefits—discounted nightly rates—alongside capital preservation. These vacation privileges created real financial savings, boosting total return beyond simple IRR metrics. Stephen compares the model to a “golf club that sells at the end”—with liquidity and upside built in. How to Make Raising Capital Easier Dual-purpose investments or vendor-aligned capital (e.g., landowners or contractors investing) make raises more compelling. Giving investors experiential or operational upside increases buy-in—even when the financial returns are moderate. Partnerships built on aligned interests are more resilient over time. Scaling With Clarity and Hindsight Luxus' new business model was built “back to front,” starting with a $100M valuation target and working backward to day one. Planning for bottlenecks—legal, financial, tech, or operational—can reduce future breakdowns. AI tools now help model scalable pathways and highlight structural weak points before launch. New Ventures: Management, Development, and Restorations Luxus now manages luxury short-term rentals it doesn't own, applying hotel-like service and strategy. Stephen is a core partner in the Four Seasons Private Residences Las Vegas ($1.3B sellout). The company also restores centuries-old Tuscan estates for North American and European clients—12 years in, with a waitlist.    

Omer Agiv is the co-founder and CEO of Faireez, an AI-powered housekeeping platform delivering hotel-style cleaning services to multifamily buildings. A serial entrepreneur with seven startups under his belt—including one acquired by Anheuser-Busch—Omer brings deep expertise in digitizing traditional industries. With Faireez, he's aiming to disrupt the outdated home cleaning model by providing on-demand, tech-enabled daily housekeeping that enhances resident lifestyle and property value.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Faireez makes housekeeping a modern apartment community amenity, offering AI-powered daily cleaning services tailored to multifamily properties. The platform benefits three key groups: residents (who want convenience), property managers (seeking lifestyle-enhancing amenities), and cleaners (offered stable, respectful employment). Unlike gig economy models, Faireez partners with professional cleaning companies and assigns one “fairy” per building for consistent service. This model enables short, high-frequency cleaning sessions (15–20 minutes daily) and creates a trust-based relationship with residents. Faireez enhances NOI for property owners while offering residents a premium, lifestyle-driven amenity.     Topics From Beer Analytics to Domestic Tech Omer previously built and sold a startup that provided real-time beer consumption analytics for breweries worldwide. He's passionate about applying tech to “low-tech” industries—first beer, now housekeeping. Faireez was born from his frustration of working long hours and still coming home to do dishes at midnight. Housekeeping for Apartments Residents dislike daily chores and only have access to bi-weekly deep cleaning services. Property managers lack truly useful, lifestyle-enhancing amenities to differentiate their buildings. Cleaners face unstable gig work—Faireez offers full-time partnerships, insurance, and steady assignments. Why Gig Economy Models Fail in Housekeeping Previous “Uber for cleaning” startups failed due to inconsistent quality and no recurring relationships. Faireez does the opposite: one assigned cleaner (“fairy”) per building, pricing per chore (not hour), and better-than-market pay. Building trust and consistency drives better service, community engagement, and resident satisfaction. AI and Tech Machine learning optimizes routing, scheduling, and dynamic pricing per city and chore type. Faireez is piloting video-based assessments where residents film their space and get an instant plan, quote, and cleanliness score. Their systems update pricing frequently to keep it affordable while maintaining operational efficiency. Best Properties for Hotel-Style Housekeeping Class A properties with 100+ units and a family-oriented resident base. Ideal for buildings seeking to add non-rent revenue and attract renters looking for lifestyle upgrades. Especially popular with families, busy professionals, and tech-savvy urban renters.    

Patrick Pychynski is the founder of Stacking Capital and a specialist in helping entrepreneurs unlock 0% interest business funding without relying on high-interest debt or personal guarantees. A former scrap metal yard operator turned business credit strategist, Patrick now helps clients secure $50,000 to $500,000 in funding by optimizing their credit and compliance—empowering them to scale while preserving personal financial security.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Patrick helps business owners secure 0% interest business credit cards—often between $50K–$500K—with little to no impact on their personal credit. These cards offer short-term financing with 6–18 month 0% periods and typically don't report to personal credit bureaus. Using these strategies can help cover renovation costs, down payments, or working capital needs when timed strategically. He stresses the difference between credit problems and cash flow problems, and why knowing the difference is key to growth. The ultimate goal is to make businesses bankable—ensuring they meet lender compliance standards for long-term financing.     Topics Unlocking 0% Interest Business Funding Focuses on business credit cards with 0% interest intro periods for 6–18 months. Uses a three-pronged approach based on credit, cash flow, or collateral—most clients qualify via credit. Cards typically do not report to personal credit, which helps preserve your debt-to-income ratio. Who This Strategy Works For Best for business owners or real estate investors with 700+ personal credit scores. Short-term capital is ideal for fix-and-flip deals, renovations, down payments, or getting a business off the ground. Should not be used by those with poor cash flow or no repayment plan in place. How to Use Credit Cards for Real Estate or Business Growth Tools like Plastiq allow you to convert credit limits into cash, incurring only a 3–6% fee. Helps investors bridge capital gaps without affecting mortgage qualification or personal DTI. Strategy can be repeated if credit is managed properly and balances are kept low after intro periods expire. From Mistakes to Mastery Patrick learned the hard way—once jailed for a contract technicality due to lack of credit and funding options. That experience sparked his passion to educate others on leveraging business credit instead of personal risk. Today, he uses software to run compliance scans that instantly show clients what financing they're eligible for. Making Your Business Bankable Emphasizes the long-term play: becoming compliant with lender standards (like business addresses, credit file structuring). Explains why 90% of businesses get denied by banks—often due to non-compliance, not creditworthiness. His software helps correct these gaps quickly, helping businesses graduate from non-bankable to bankable.    

Michael Blank is a real estate investor, author, speaker, and CEO of Nighthawk Equity. He's one of the leading authorities on apartment investing and financial freedom through multifamily real estate. With over $300 million in assets under management and author of Financial Freedom with Real Estate Investing, Michael helps investors and aspiring entrepreneurs escape the W-2 grind by acquiring multifamily properties and building sustainable income streams.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Michael transitioned from tech to restaurants to real estate after early business setbacks during the 2000 and 2008 market crashes. Multifamily real estate offers superior risk-adjusted returns due to forced appreciation and operational control compared to single-family homes. Market sentiment is often wrong—investors must look past fear-based headlines and focus on long-term fundamentals. Today's market offers lower leverage, better pricing, and a strong long-term demand outlook for multifamily housing. Education and building sophistication as an investor is critical to identifying real opportunities, especially in volatile markets.     Topics Michael's Journey into Multifamily Started in corporate software; was part of a major IPO just before the 2000 tech bubble crash. Lost significant capital in restaurant franchises during the 2008 recession. Began flipping houses before discovering multifamily through a 12-unit deal in DC that eventually sparked his passion for apartments. Built Nighthawk Equity and an education platform to help others achieve financial freedom through apartment investing. Understanding Risk-Adjusted Returns Multifamily offers superior downside protection compared to many other asset classes. Operational risk (property management) can be mitigated by using professional managers. Market risk can be managed by focusing on NOI-driven valuation rather than relying on market appreciation like single-family. Investors must evaluate underwriting assumptions—rent growth, vacancy, CapEx reserves, and debt terms—to fully assess risk. Why Multifamily is Attractively Priced Today Current deals are 30% below 2021 peak prices. Leverage is lower and more conservative, reducing financial risk. Interest rates are flat or declining, improving the outlook for new acquisitions. Long-term demand remains strong due to the lack of new affordable housing supply. Investor Sentiment and Sophistication Market sentiment swings often don't reflect true investment fundamentals. Sophisticated investors like institutions are returning to the market now while many retail investors remain fearful. Successful investing requires becoming a student of the market and evaluating data beyond media headlines. Raising Capital in Today's Market Focuses heavily on education to help investors understand why now may be a great buying window. Transparency, data-driven insights, and regular communication are key to re-engaging cautious investors. Building long-term relationships and trust remains critical to capital raising success.    

Justin Burns is a digital entrepreneur, sales expert, and founder of Maestro, a platform empowering creators to monetize digital products, courses, and memberships. After transitioning from a sales career to online business in 2008, Justin has sold digital products to over 30,000 customers worldwide. He helps entrepreneurs create “digital real estate” by building scalable, location-independent businesses that generate income through education and online communities.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Justin's success was built on sales mastery, perseverance, and seizing digital opportunities before they were mainstream. Digital products offer an opportunity to create income through memberships, courses, and online summits without geographical limits. Most people delay launching products while waiting for perfection — pre-launch validation is the key. Success comes from solving real problems, not from chasing money or hype. Meditation, affirmations, and mindset reprogramming play a crucial role in his long-term growth.     Topics From Sales Hustler to Digital Entrepreneur Justin started in sales at Best Buy, discovered his skillset, and later became the top salesperson at a major cell phone company. Fired from his job unexpectedly — but that opened the door to his digital business journey. A chance meeting led him to the world of digital products in 2008, before online courses became mainstream. The Power of Digital Real Estate In 2008, Justin learned people were selling digital products globally, even as most people were unaware of this growing market. Attended one of his first webinars and saw $30,000 made in an hour, which shifted his entire paradigm. Realized that failure and setbacks created momentum that allowed him to thrive in the digital space. Launching Products by Pre-Selling Teaches entrepreneurs to launch products before creating them—using simple landing pages, ads, and early buyers to validate ideas. Encourages creators to focus on the buyer's “DNA pattern”—if a few strangers buy, thousands more likely will too. Uses online summits with guest speakers as a powerful lead generation strategy for memberships and coaching programs. Shifting Mindset Through Reprogramming Early limiting beliefs around money and success were replaced with custom affirmations and daily repetition. Recorded himself reading affirmations and replayed them daily during walks to rewire his subconscious. Attributes much of his success to inner work combined with digital skill-building. Maestro and Helping Others Build Digital Empires Through Maestro, Justin helps creators build courses, memberships, and recurring revenue streams. Simplifies the tech barriers many creators face while empowering them to monetize their expertise or curate others'.    

Dr. Noah St. John is a success coach, author of over 25 books, and creator of the Power Habits® and Afformations® systems. Known as the “Father of Afformations,” he has helped entrepreneurs, real estate professionals, and CEOs break income ceilings and reclaim their time. Through his inner and outer game framework, Noah empowers people to double or triple their results in 12 weeks or less—without sacrificing their well-being.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Noah teaches that success requires mastering both the inner game (beliefs, mindset) and the outer game (strategies, systems). His Power Habits® system helps clients remove “head trash” and achieve hockey-stick growth—600% or more in some cases. Afformations® are empowering questions that replace traditional affirmations and rewire the brain for success. Inner beliefs impact every area of life—health, wealth, relationships—and must be addressed to sustain growth. Entrepreneurs often struggle not from lack of effort but from mental blocks they don't know they have.     Topics The Inner and Outer Game of Success Inner game: beliefs, mindset, subconscious patterns—what drives behavior behind the scenes. Outer game: visible strategies like marketing, systems, sales funnels. Success comes when both are aligned—most people over-focus on one and neglect the other. Power Habits® Framework Developed after decades of studying what top performers do unconsciously. Based on 11 core habits—most people start with Afformations® as a powerful foundation. Noah's clients often break through income ceilings and reclaim 1–3 hours per day within weeks. Afformations® vs. Affirmations Traditional affirmations (e.g., “I am rich”) often feel fake and are rejected by the subconscious. Afformations® flip statements into questions (e.g., “Why am I so rich?”) to trigger the brain to find validating evidence. This method helps focus on what you have, not what you lack—shifting identity and reinforcing belief. How Trauma and Limiting Beliefs Block Growth Noah's system identifies “head trash”—the mental blocks that cause self-sabotage. Most people drive through life with one foot on the gas and one foot on the brake. Removing internal resistance allows rapid external growth. Real-World Results Client Charles gained $1.8M in 10 months after adopting Noah's system. Another client scaled from six figures to multi-billion-dollar hotel deals. Outcomes are repeatable across industries by aligning mindset and actions.    

Michael Hoffmann, also known as “Mr. Passive,” is a real estate investor, vending entrepreneur, and advocate for time freedom through smart investing. Starting from humble beginnings in rural Iowa and a 60-hour-a-week coaching job, Mike leveraged a $70,000 fixer-upper into a thriving portfolio—including real estate, vending machines, e-commerce, and Bitcoin mining. He now teaches others how to create scalable passive income using creativity, trends, and delegation.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Mike started his investing journey with a $1,200/month salary and turned a small rental into a life of financial flexibility. He follows a 30-60-90 rule to make every investment passive within the first 90 days. Vending routes and unattended retail offer high-margin, scalable passive income opportunities beyond traditional real estate. He uses trends and automation—like AI-based vending—to identify untapped markets. Asset flexibility and time buyback are central to his investment philosophy.     Topics From $1,200 a Month to Passive Investor Started in college athletics making just $1,200/month while working 60+ hours per week. Bought a $70K turnkey rental and later scaled through 1031 exchanges. Focused early on delegating property management to stay hands-off. Creative Wealth-Building with Real Estate Leveraged 1% rule and capital gains to buy a condo, then pivoted to short-term rentals in high-growth areas. Built and rented out an ADU in Oregon to double rental income from a single lot. Invested in land outside city limits and is developing duplexes permitted as townhomes for long-term flexibility. Unattended Retail: The 21st Century Lemonade Stand Owns 100+ vending machine locations generating $100K/month. Transitioned from old-school machines to smart, AI-enabled retail kiosks offering allergy meds, protein bars, and over-the-counter products. Hires route operators from the gig economy and uses GMs to stay completely passive in the business. Passive Income Across Asset Classes Invests in Bitcoin mining, e-commerce, and unattended markets. Believes in analyzing trends and entering where customer needs are evolving. Inspired by a vending machine experience at an airport that charged $3 for water—realized someone was profiting while he was grinding.    

Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner who now dedicates her work to helping everyday people understand how to reduce their taxes, protect their income, and build wealth. With over 35 years of experience and a mission to educate the middle class, Sherry teaches strategies used by the wealthy to keep more of what they earn—including how to legally avoid taxes, structure businesses wisely, and protect assets.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Sherry exposes the disparity in how the IRS treats mom-and-pop businesses versus large corporations. Starting a home-based business opens up powerful tax deductions not available to W-2 employees. Keeping thorough records, especially receipts, is essential for audit protection—credit card statements alone won't cut it. The KPG system (Keep, Protect, Grow) is Sherry's core framework for achieving financial independence. Protecting assets through proper legal structuring, including out-of-state LLCs and foundations, shields wealth from lawsuits and unnecessary taxes.     Topics From IRS Agent to Advocate Worked for the IRS from 1988–1995 before launching her own CPA firm. Witnessed firsthand how small businesses were targeted while corporations often negotiated huge tax reductions. Left the IRS to empower middle-class earners with insider knowledge the wealthy use every day. Home-Based Businesses and Tax Deductions Employees are severely limited in tax deductions—no mileage, phone, or home internet write-offs. By launching a simple home-based business, individuals gain access to numerous write-offs. Sherry encourages clients to start a business they enjoy to unlock these tax benefits without burnout. Recordkeeping and Audit Preparedness Debit and credit card statements are NOT valid proof during audits—receipts are required. Recommends either scanning receipts into apps or making photocopies to preserve them. Supports clients during IRS audits and often helps them overturn excessive assessments. The KPG System: Keep, Protect, Grow Keep: Slash unnecessary expenses, eliminate debt, and live frugally while building income. Protect: Use legal structures (e.g., LLCs in Wyoming, NM) to shield assets and ensure anonymity. Grow: Reinvest profits into physical gold/silver and real estate—not depreciating assets like TVs or cars. Advanced Wealth Strategies Uses infinite banking policies to store wealth and acquire real estate tax-efficiently. Leverages the Augusta Rule—renting her home to her business for up to 14 days tax-free. Teaches the use of trusts and foundations to legally reduce taxes and protect generational wealth.    

Nathan Payne is the co-founder of Offer on Homes and Investor Drive, a wholesaling investment firm and real estate coaching platform helping investors scale their portfolios the “Painless” way. With a background in door-to-door sales and a passion for autonomy, Nathan has built a thriving real estate business while living his dream lifestyle in rural Ontario. He specializes in wholesaling, flipping, and coaching clients through real-world deals using a hands-on apprenticeship model.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Nathan transitioned from door-to-door sales to real estate after seeking a lifestyle with more autonomy and time freedom. He emphasizes real-world coaching through deal partnerships, not just video courses or information dumps. Wholesaling success comes from embracing rejection, refining your sales process, and staying persistent through messy deals. Building savings and having a support system are critical when transitioning into entrepreneurship. Real estate investing should align with your lifestyle goals—not just financial benchmarks.     Topics From Sales Hustler to Rural Investor Started in door-to-door sales before quitting to launch a real estate business with his roommate. Lacked marketing and deal flow at first, but invested heavily in coaching and mentorship to improve. After seven years in the business, he moved with his family to a farm in Ontario, living a slower, intentional life. Lessons from the Early Grind Faced rejections, lost contracts, and failed deals when first starting. Learned that sales tactics differ between products—urgency pressure may work for cable, not for homes. Paid for mentorship after realizing trial-and-error was too costly and time-consuming. Painless Flipping and Coaching Philosophy Teaches students by reviewing live deals, helping them qualify leads, and even partnering on closings. Emulates an apprenticeship model: direct feedback, ongoing support, and real deal experience. Rejects the passive “info-only” coaching model in favor of outcome-driven partnerships. Living With Purpose, Not Pressure No longer driven by money—prioritizes time with family and coaching a handful of serious clients. Believes success is defined by clarity and self-awareness, not vanity metrics or hustle culture. Coaches students to align investing strategy with lifestyle goals from day one.    

Mike Morawski is a 30-year real estate investing veteran, author, speaker, and founder of My Core Intentions. Over the course of his career, he's controlled more than $450 million in real estate, scaling a portfolio of 4,000 units and a property management company overseeing 7,500 doors. Mike's journey includes extraordinary growth, painful setbacks—including federal prison—and a powerful comeback centered around coaching, transparency, and helping others build wealth through multifamily investing.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Mike built a $100M real estate business but lost it all and spent time in federal prison due to nondisclosure and overextension during the 2008 crash. His biggest lessons: don't grow too fast, avoid over-leverage, never be undercapitalized, pay attention to detail, and surround yourself with the right people. He now focuses on ethical investing, transparency, and long-term strategy while helping others avoid similar mistakes. Mike uses creative deal structuring, including seller financing and assumptions, even on large multifamily assets. He believes the current market presents one of the best opportunities in a generation to build long-term wealth.     Topics From Building to Breaking to Rebuilding Built a $100M syndication portfolio between 2005–2008, including 4,000 units and 38 companies. The 2008 crash triggered liquidity issues, leading to improper fund transfers across companies without investor disclosure. Sentenced to 10 years in federal prison. There, he wrote two books, taught ethics and real estate, and earned a degree in theology. Today, he coaches investors and shares his story to help others avoid similar missteps. The Five Lessons He Now Teaches Everyone Don't grow too fast—scaling without structure leads to collapse. Don't over-leverage—he recommends staying under 65% LTV. Don't be undercapitalized—lack of reserves causes panic decisions. Pay attention to details—asset management is where deals live or die. Surround yourself with people who will tell you the truth—and listen to them. Creative Financing for Multifamily Deals Mike dispels the myth that creative structures are only for single-family. Shared a case study of a 450-unit deal acquired with a $12.5M loan assumption and $2.5M seller carryback—no new equity. These deals still exist if you listen to sellers and find their pain points. Market Cycles and Timing Believes we're at the bottom of the current cycle and entering a major wealth transfer phase. Urges investors to act now while cautioning against recklessness—stress-test underwriting and be conservative. Expects shorter, more volatile cycles in the future, making education and adaptability more important than ever. Resources for Passive Investors Created a free risk-tolerance quiz to help LPs understand their investor profile and make better decisions. Advocates for transparency and full disclosure between sponsors and passive partners—especially in turbulent markets.    

Wayne Courreges III is a Marine Corps veteran and the founder of CRI Partners, a real estate investment firm focused on building generational wealth through multifamily and entrepreneurial assets. After a 16-year career in asset and property management with CBRE, Wayne transitioned full-time to real estate investing in 2023. He now leads a $50M portfolio that spans value-add multifamily, RV/boat storage development, and strategic commercial projects in Texas and the Southeast.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Wayne's journey from Marine Corps to CBRE to full-time real estate entrepreneur was fueled by long-term vision and layered income streams. Asset management and development experience allowed him to take calculated risks while building CRI Partners. His model includes multifamily investments (80%) and entrepreneurial projects like RV/boat storage and mixed-use developments (20%). For passive investors, education is key—ask the right questions, vet the sponsor, and understand the deal before wiring money. Taking action and surrounding yourself with experienced mentors are essential to building momentum and avoiding costly mistakes.     Topics From W-2 to Full-Time Investor Started investing while working in commercial real estate at CBRE. Created income through asset management fees, acquisition fees, and development work before making the leap. Made the switch when he realized he couldn't serve both CBRE clients and investors at the level they deserved. Why Multifamily Is Still the Foundation 80% of his portfolio is traditional value-add multifamily across Houston and San Antonio. Focuses on deals in strong, secondary markets with stable rent growth and access to workforce housing. Prioritizes transparency, conservative underwriting, and investor trust. Entrepreneurial Investments: RV, Boat & Business Storage Developed a 20x50 enclosed storage facility based on lessons from a successful Huntsville, AL deal. Business tenants include HVAC companies, disaster response teams, stagers, athletic companies, ranchers, and state agencies. Facility design and location (highway visibility, 100k+ population) drive demand and retention. Diversification Through Local Development Acquired and rezoned 12 acres for a 150-unit multifamily development and SpringHill Suites hotel in Bryan, TX. Emphasizes that high-risk projects like these are only pursued when they're local and manageable. Maintains a disciplined approach—stabilize one asset before scaling the next. Educating Passive Investors Created PassiveInvestorCoaching.com to help LPs learn how to vet sponsors, markets, and opportunities. Teaches how to assess underwriting, ask better questions, and avoid the most common mistakes. Encourages LPs to start small and grow confidence through informed investing.    

Athena Brownson is a former professional skier turned top-performing real estate agent, investor, and developer based in Denver, Colorado. After a career-ending battle with Lyme disease, she reinvented herself through real estate—combining her background in interior design and her passion for people into a thriving business. Athena is known for helping clients build long-term financial wellness through homeownership and strategic real estate investing, and she's especially focused on education, resilience, and relationship-driven service.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Athena began investing by house-hacking her primary residences, using a “live in it, then rent it” model to build her portfolio. She transitioned from interior design to real estate after recognizing her entrepreneurial spirit and desire for scalable impact. Investors must plan for CapEx reserves, property management, and insurance complications—especially in regulated markets like Denver. Building the right team is critical; your broker should be your connector to vetted contractors, lenders, and legal resources. Resilience—built through adversity and chronic illness—is the core of Athena's mindset and professional approach.     Topics From Ski Slopes to Showings Grew up in Breckenridge and became a pro skier by 15, competing for over a decade. Following multiple injuries and health challenges, transitioned to interior design, then real estate. Initially skeptical of real estate, she found mentorship and reframed her perception of agents through relationship-driven models. How She Built Her Real Estate Portfolio Started by purchasing homes, living in them, and turning them into rentals after two years. Leveraged Denver's strong appreciation to build long-term wealth without chasing high cash flow. Encourages clients to follow a similar path using primary residences as investment stepping stones. Investor vs. Homeowner Mentality Homeowners often buy emotionally; investors must approach with a long-term, data-driven mindset. Good investor agents should provide data on appreciation, vacancy, rental income, and CapEx projections. Understanding local laws, tenant rights, and insurance challenges is crucial for profitable investing. Why the Right Team Matters Your agent should introduce you to reliable property managers, lenders, contractors, and insurance brokers. Denver is a highly regulated market—landlord-tenant law varies even by neighborhood. Without the right team, investors risk costly missteps, code violations, and legal exposure. Resilience Through Adversity Diagnosed with Lyme disease, Athena rebuilt her career by focusing on real estate as her purpose and outlet. Her story highlights how clarity of mission and community service can create fulfillment and long-term success.    

Jonathan Feniak is a business attorney and the driving force behind LLCAttorney.com. After successful careers in logistics and finance, he became a licensed attorney at 45 to help make legal protection and business formation more accessible to entrepreneurs. Jonathan now helps clients across all 50 states establish LLCs, protect their assets, and structure their businesses efficiently—with a focus on practical, cost-effective solutions that deliver real protection.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Asset protection begins with proper business formation—but it doesn't end there. Many business owners form LLCs but fail to “respect” them by observing corporate formalities, rendering them ineffective in court. Wyoming is one of the best states to form a holding company due to privacy and strong charging order protection. Creating a holding company structure helps simplify asset management, estate planning, and liability isolation. Revocable living trusts are a low-cost way to ensure smooth inheritance without the burden of probate, especially across multiple states.     Topics From Corporate to Counsel: A Third Career Attorney Jonathan began in logistics (UPS, DHL), then transitioned to finance and wealth management. At 45, he pursued law full-time to combine strategic advising with legal structure and protection. His mission is to democratize access to real legal solutions—without the inflated price tag. What Most People Get Wrong About LLCs Forming an LLC is just step one—maintaining it properly is where most fail. Respect your LLC by: holding meetings, documenting decisions, separating finances, and keeping the business in good standing. Improperly managed LLCs are often disregarded by courts, leaving owners personally liable. The Power of Holding Companies Use a Wyoming LLC as a holding company for privacy, asset protection, and estate efficiency. Helps shield your name from public documents and reduces the impact of being linked to failed partnerships or lawsuits. Holding companies simplify asset transfers to heirs and reduce exposure to out-of-state probate. Estate Planning and Life Events Estate plans should be revisited every five years—or after any major life change (e.g., marriage, children, death, relocation). A revocable living trust paired with an LLC holding company offers clean transitions for heirs and minimal disruption. Overcomplicated estate plans often backfire; keep it simple and update as needed. Avoiding Snake Oil and Legal Overkill Many providers push unnecessary structures—like offshore trusts or layered LLCs—on inexperienced investors. Jonathan emphasizes reasonable, effective solutions tailored to the investor's current risk and net worth. Focus on clear, scalable strategies that grow with your portfolio.    

Steven Pesavento is a real estate entrepreneur and managing partner of VonFinch Capital. Since 2016, he has completed over 220 real estate transactions, renovated nearly 100 properties, and personally transacted over $200 million in real estate. With a background in consulting and startups, Steven transitioned into multifamily investing to build long-term wealth, scale strategically, and help investors achieve financial freedom through high-performance investments.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Steven flipped over 200 houses before pivoting to multifamily for greater scalability and repeatability. The VonFinch model focuses on building trust at scale, creating long-term investor relationships across asset classes. Talent retention is core to their strategy, offering team members aligned incentives and upside in each project. The best multifamily buying opportunities are in the middle market ($5–$25M) where institutional competition is minimal. Successful investing starts with mindset—embracing both wins and losses as part of a long-term game.     Topics From Flipping to Multifamily Built a high-volume flipping business but struggled with lack of repeat clients and team turnover. Realized multifamily investing offered better scale, cash flow, and lasting investor relationships. Transitioned to commercial deals where trust and strategic partnerships drive long-term success. Building a Wealth Machine Through Relationships VonFinch Capital focuses on relationship-based investing with aligned goals across team, operators, and investors. Employees are offered base salaries with profit-sharing incentives to encourage ownership and retention. Long-term success is about creating win-win environments that scale with aligned interests. Navigating the Current Multifamily Market Market dislocation has created buying opportunities 30–40% below peak prices in the non-institutional middle market. VonFinch targets $5–$15M deals overlooked by large institutions but too big for most small investors. Patience and persistence matter—some of their best deals took 6–12 months to close or required years of relationship-building. Why Now Is Still the Time to Buy Even with personal portfolio challenges, Steven remains bullish on buying during market dips. Dollar-cost averaging into real estate is critical—especially for those who bought at the top in 2021–22. The greatest returns are made in volatile periods when others are fearful. Investor Mindset and Long-Term Thinking Investing is a game—understand the rules, play strategically, and adapt to change. Fear of loss often outweighs potential gains, but playing scared leads to missed opportunities. Steven encourages investors to view losses as feedback and avoid overexposure in any one deal or asset.    

Sandhya Seshadri is the founder of Engineered Capital, a firm focused on helping professionals grow their wealth through commercial real estate and alternative investments. With a background in engineering, an MBA in finance, and a successful career in stock trading, she became financially independent before shifting her focus to real estate. Since 2018, Sandhya has been an active multifamily syndicator and passive investor in multiple asset classes including oil & gas and tech funds, bringing her analytical skill set and passion for tax-efficient investing to her growing investor community.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Sandhya began investing in stocks but transitioned to real estate for better tax advantages and cash flow. She started as a passive investor in multifamily before becoming an active general partner. Rising interest rates reshaped her strategy, leading her to explore oil & gas and technology funds. Passive investing offers the ability to leverage other people's expertise while generating income and appreciation. Asset class diversification and risk tolerance should drive investment decisions, not just projected returns.     Topics From Engineering to Investing Started in corporate America but pursued investing to achieve financial independence. Learned to trade stocks and used that income to replace her W-2 job. Discovered real estate as a tax-advantaged strategy after hitting a tax ceiling with stock gains. Why Multifamily and Syndications Skipped single-family due to lack of appreciation and headaches from managing tenants and maintenance. Multifamily appealed due to professional property management, scalability, and the ability to raise capital from investors. Took the “passenger to pilot” approach—starting as an LP, then a co-GP, and finally a lead GP. Shifting the Strategy: From CRE to Alternatives Rising interest rates, property taxes, and insurance costs eroded multifamily cash flow. Pivoted to alternative investments that better suited current market conditions. Launched tech fund offerings for high-upside, long-term appreciation plays. Invested in oil & gas deals offering strong tax advantages and predictable cash flow backed by mineral rights. Carefully vets all deals personally before introducing them to investors. Oil & Gas Investing Explained Buys into mineral rights after oil is confirmed, reducing drilling risk. Returns often include 80% year-one depreciation via K-1 and cash flow within 24 months. No depreciation recapture and potential for 2.5–3x returns over a 7-year period. Great option for high-income professionals seeking tax relief and diversification. Investor Education and Risk Management Every asset class has its risks—invest small first, understand the model, and scale gradually. Focus on understanding the operator, the assumptions behind returns, and aligning with your personal goals. Diversify across asset types, hold periods, and cash flow profiles.    

Cindy Beier is the founder of Emerald Peak Holdings and CNS Management, with over 30 years of experience in real estate—from new construction sales to live-in flips to multifamily investing. After starting as a real estate agent and property manager, Cindy transitioned into syndications where she now raises capital, manages assets, and helps others enter the world of passive investing. She's also passionate about educating women in real estate and runs local investor meetups to foster community and mentorship.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Cindy transitioned from hands-on property management to passive multifamily investing after experiencing the stress of managing single-family rentals. She began investing as an LP and quickly became a GP by bringing in capital and leveraging her network. Multifamily syndications offered her better returns and fewer headaches than her actively managed single-family portfolio. She encourages other agents and non-investors to explore passive investing through syndications. Mastermind communities played a major role in accelerating her education and confidence as an investor.     Topics From Realtor to Real Estate Investor Cindy's journey started after serving in the Air Force and discovering real estate through answering phones at a brokerage. Became a licensed agent, ran a brokerage, and eventually got inspired by an investor who built wealth one property at a time. Bought several single-family homes, including a short-term rental, before shifting her focus to multifamily. Why Multifamily and Syndications Made Sense Tired of managing repairs, maintenance calls, and vendors herself. Compared her modest cash flow from a condo with the stronger returns from a $25K LP investment in a syndication. Multifamily provided better returns, scalability, and less day-to-day involvement. How She Became a General Partner Joined a mastermind group and realized she could raise capital and contribute to larger deals. Currently an LP and GP in two multifamily properties totaling over 100 units. Enjoys the freedom and passive income that come with being part of a larger team. Tips for Passive Investors Vet the operator: make sure they've gone full-cycle and have a conservative track record. Ask the right questions: returns, loan structure, operator investment, and risk mitigation strategies. Analyze the market: consider economic drivers, employer base, and long-term potential. The Power of Masterminds and Community Joined multiple groups to learn, network, and grow faster. Finds value in sharing stories and learning from the mistakes and successes of others. Believes education, connection, and execution are keys to building wealth in real estate.    

Paul Shannon is a real estate investor, fund manager, and co-host of the PassivePockets podcast. After spending 15 years in medical device sales, Paul transitioned into full-time real estate in 2019. He has acquired over 200 residential units through creative strategies like BRRRR and joint ventures and is an LP in 40+ deals across multifamily, industrial, debt funds, and more. Today, he runs Invest Wise Collective, an opportunistic investment fund focused on delivering diversified returns through both GP and LP positions.     Make sure to download our free guide, 7 Questions Every Passive Investor Must Ask, here. Key Takeaways Paul left a successful sales career to pursue real estate full-time after realizing he wanted more purpose, freedom, and control. He failed as a property manager early on but used that lesson to scale through partnerships and better team delegation. Invest Wise Collective takes a capital-agnostic, asset-agnostic approach to investing—balancing risk, return, and diversification. Passive investors should focus on sponsor alignment, risk tolerance, and consistent underwriting inputs over flashy return metrics. Community and mentorship are essential for new and seasoned LPs alike—there's power in learning from others' experiences.     Topics From Medical Sales to Real Estate Freedom Paul started with single-family rentals and flips, managing properties himself while still in corporate sales. In 2019, he left his W2 job with a modest portfolio, savings runway, and a desire to build something meaningful. A pivotal moment came when he outsourced property management and focused on acquisitions, unlocking rapid growth. The Rise of Invest Wise Collective In 2023, Paul and partners launched a fund to pool capital and invest across asset classes. The fund focuses on both GP and LP positions, enabling flexible capital deployment based on risk-reward profiles. Their early strategy emphasized debt positions for income and capital preservation, later pivoting to multifamily as opportunities emerged. Lessons for New Passive Investors Focus on the sponsor first, then the deal—good operators can rescue average deals; bad ones can ruin great ones. Underwriting inputs matter more than IRR projections—don't get seduced by high returns without understanding the assumptions. Diversify across operators, asset types, and loan maturities to mitigate risks like market timing or interest rate exposure. Don't let FOMO drive decisions—there will always be more deals. Be intentional, not reactive. The Power of Community: Passive Pockets Paul is co-host of Passive Pockets, formerly Left Field Investors, now owned by BiggerPockets. The platform provides deal reviews, sponsor evaluations, educational content, and LP peer collaboration. It helps investors go from 100-level beginners to 500-level LPs through shared experience and due diligence transparency.    

David Blumenfeld is the co-founder of Next Rivet, a proptech advisory firm that helps real estate businesses leverage digital technology to solve real business challenges. With experience leading business development at Westfield Labs—the innovation arm of Westfield Shopping Centers—David has a deep understanding of how to bridge the gap between traditional real estate operations and emerging technologies. At Next Rivet, he focuses on building tailored technology roadmaps and overseeing successful implementation, ensuring that technology delivers measurable impact, not just flashy concepts.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Proptech is not about chasing buzzwords—it's about identifying business problems first and applying the right tools to solve them. The biggest failure in tech implementation comes from unclear business requirements, not from the technology itself. AI is not a stand-alone solution but an ingredient that enhances existing tools and processes. Operational efficiencies, lease management, and tenant experience are key focus areas where technology can provide immediate ROI. Success comes from doing the upfront work: define your goals clearly, then explore solutions.     Topics What Is Proptech and Why It Matters Proptech (property technology) spans digital leasing tools, building management systems, smart locks, energy efficiency tech, tenant experience platforms, and more. The slow adoption rate in real estate offers an opportunity for forward-thinking operators to gain an edge. Focus should always be on solving operational challenges—not on adopting tech for tech's sake. Avoiding the “Deck on the Desk” Problem Many consulting firms hand over a giant report without real action steps. Next Rivet helps clients move from strategy to implementation, working directly with vendors and ensuring real results. Their approach is tech-agnostic—choosing the right tools for the job, not locking clients into a specific vendor. Where Most Owners Should Start with Tech Focus on basic operational systems: lease digitization, renewal tracking, building management systems. Use AI as a layer within these systems to streamline lease abstraction, document review, and operations. Prioritize energy efficiency tools that can produce real cost savings (e.g., HVAC optimization, smart metering). Technology Across Asset Classes Retail: Enhance shopper experience through frictionless parking, special tenant offers, and real-time inventory insights. Office: Provide infrastructure that allows tenants to customize their tech stack while the building remains future-proof. Multifamily: Combine leasing, operations, and tenant engagement into seamless digital experiences. How to Vet and Choose Tech Solutions Wisely Clearly define business needs before engaging vendors. Develop tight business and technical requirements—just like architectural plans for a building. Avoid jumping into tools just because they're AI-powered or new; focus on real benefits and usability.    

Nathan St Cyr is the co-founder of Howzit Hostels, a fast-growing hospitality brand based in the Hawaiian Islands. Within three years, Howzit Hostels earned the 2024 award for the number one small hostel in North America. With two current locations totaling approximately 140 beds, Nathan and his partner are on a mission to scale to 400 beds in Hawaii and 4,000 beds across North America—all while elevating the hostel experience into a modern, community-focused hospitality model.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Nathan originally trained in multifamily investing but pivoted to hostels after uncovering a major market gap in the U.S. hostel space. Howzit Hostels focuses on elevating the guest experience with boutique design, community engagement, and Instagram-worthy moments. The hostel model allows for multiple revenue levers through room configuration, occupancy flexibility, and curated guest experiences. Their approach targets the Gen Z traveler, who craves connection, shared spaces, and social currency through experiences. Success comes from understanding your avatar, hiring expert operators, and being fully committed to your vision.     Topics From Multifamily to Hospitality Pivot Started with multifamily training, searching for apartment deals in Hawaii. First property search introduced the idea of hostels, which led to a deep dive into the business model. Discovered that hostels offered a more flexible, high-margin opportunity than traditional apartment investing in their market. What Is a Hostel Today? Challenges the outdated U.S. perception of hostels as cheap or dirty backpacker lodging. Focuses on community-based experiences with boutique design, common spaces, guided activities, and both shared and private rooms. Targets modern travelers who value shared experiences over isolation. Creating a Scalable, Passion-Driven Asset Hostels allow room configurations that multiply income potential—such as converting a single hotel room into a shared six-bed space. Hostel occupancy is measured per bed, allowing for higher flexibility and revenue optimization. Deep understanding of their target audience (Gen Z) shapes branding, amenities, and experiences. Mindset, Mentorship, and Execution Emphasizes hiring experts to validate business plans and fill skill gaps, including European hostel consultants and hospitality designers. Stresses the importance of passion, perseverance, and the willingness to go “all in” on your vision. Leverages lessons from a background in sales leadership, focusing on rejection as a temporary obstacle and belief as the driving force.    

Dr. Janeeka Benoit, also known as “Dr. J,” is a board-certified travel physician in internal and sports medicine, and a real estate investor with over 60 units. She became an accidental landlord during her medical residency and has since evolved into an apartment syndicator. Dr. J helps healthcare professionals invest passively in real estate so they can regain time, reduce stress, and focus on family, freedom, and fulfillment.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Dr. J became an investor out of necessity during residency, managing three properties while working demanding hospital shifts. A pivotal conversation with her CPA convinced her to go bigger and leverage multifamily investing through syndications. She emphasizes the importance of aligning your real estate strategy with your lifestyle and time availability. Dr. J now helps other healthcare professionals learn how to invest passively and build wealth. Her first real estate meetup had 6 attendees—her most recent had 18, proving the growing demand for real estate education in the medical community.     Topics From Overwhelm to Opportunity Started with two single-family homes and a duplex, all self-managed while working long hours as a medical resident. Hit burnout quickly and considered quitting—until her CPA told her to “go bigger.” Learned about apartment syndication and joined a mastermind to scale with support. Learning the Language of Multifamily Initially intimidated by multifamily jargon and million-dollar deal talk. Gained confidence by consistently attending events, showing up for calls, and surrounding herself with experienced peers. Discovered she had a story to share—and a community of physicians who needed her voice. Serving the Medical Community Through Real Estate Hosts local meetups for doctors, dentists, residents, and aspiring med students. Uses her own journey to teach others how to passively invest without adding stress to their careers. Draws parallels between managing patients as a physician and managing investment teams—both require collaboration, diagnosis, and execution. Investor Mindset and Capital Raising Overcame limiting beliefs about asking for capital by treating investor conversations like patient consults. Raised $110,000 in five minutes during a mastermind challenge—proving the power of simply asking. Prioritizes investing with people who share her values, vision, and integrity.    

Dr. Jason Williams is the founder and CEO of Ironclad Underwriting, where he helps investors simplify and strengthen multifamily deal analysis. With a background as a PhD-level chemical engineer, Jason brings a systems-based approach to underwriting, having transitioned from single-family rentals to large-scale multifamily syndications. He now teaches investors how to build smarter models, avoid costly assumptions, and raise their underwriting IQ.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Jason transitioned from engineering to real estate, bringing over 15 years of data analysis experience into underwriting. Many investors make critical underwriting mistakes by misunderstanding Excel models or relying too heavily on templates without verification. His Ironclad Underwriting model is built for flexibility and clarity, especially helpful when dealing with creative financing. He emphasizes third-party validation for all assumptions—especially from stakeholders who will be executing the plan. Property management can make or break a deal. Vet thoroughly and don't underestimate their impact.     Topics From PhD to Real Estate Pro Jason started investing in 2003 while in grad school and held rentals throughout his career. In 2017, he discovered syndications through Joe Fairless and began scaling into larger multifamily deals. After being laid off, he used the opportunity to go full-time into real estate. Underwriting with Precision Took his R&D background to build underwriting models that minimize user error and reduce complexity. Developed Ironclad Underwriting to “dumb down” deal data without compromising accuracy. Emphasizes that many common models can be broken easily—triple dipping rent bumps, broken formulas, or overwritten cells. Common Mistakes Investors Make Trusting broker/owner numbers without verification. Over-projecting rent growth based on temporary trends. Blindly following a coach or a guru's assumptions without understanding the logic. Using inherited underwriting models that have dead or disconnected cells. How to Use an Underwriting Model the Right Way Breaks rent data into: current, property management estimate, and pro forma rent. Encourages using third-party consultants for accurate insurance, taxes, and property management costs. Property managers must be part of the business plan validation process. Navigating the Market Cycle Expects a wave of opportunities as more owners face distress or pre-foreclosure. Believes creative financing will play a larger role—models must be able to handle these deal structures. Warns that relying on outdated assumptions or models not built for flexibility can lead to catastrophic results.    

Moshe Popack is a real estate investor, entrepreneur, attorney, and philanthropist. He is the co-founder and chairman of YMP Real Estate Management, which oversees a diverse portfolio of 4,000 multifamily units and 2 million square feet of commercial space. After losing his job in 2009, Moshe pivoted to real estate, building an integrated organization with 400 employees and vertical operations spanning multifamily, office, and assisted living investments.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Moshe began his real estate journey after losing his job during the Great Recession, investing his last funds into a distressed property. He scaled his business by focusing on underappreciated opportunities, analyzing deals line-by-line, and maintaining strong discipline in execution. Believes success starts with mindset—resilience, grit, and faith were key to pushing through early rejection. Today, he leads a vertically integrated firm with in-house legal, property management, and construction teams. Moshe and his wife run Neighborhood Farms USA, a nonprofit that teaches children to grow fresh produce in affordable housing communities.     Topics From Rock Bottom to Real Estate Renaissance Lost job in 2009 with three kids to support—chose real estate over retreat. Faced 30 investor rejections before landing funding for his first 400-unit acquisition. Relied on line-by-line financial analysis and tenacity to stabilize the asset. Mindset Over Mechanics Operates on a core principle: “If your why is deep enough, the how doesn't matter.” Encourages entrepreneurs to expect resistance from others and stay focused on their path. Cautions investors to “assume brokers are lying” and do their own due diligence. Analyzing Deals with Precision Understands every income and expense line item and underwrites conservatively. Warns against blindly assuming future rent growth or tax projections without validation. Stresses that the deal's net income is the key to sustainability and value. Distressed Opportunities and Contrarian Plays Invests in overlooked or feared asset classes—currently buying office space at deep discounts. Believes in Florida's long-term growth story and the cyclical nature of real estate. Focuses on holding power and conservative leverage to weather downturns. Neighborhood Farms USA Nonprofit initiative transforming landscaping at workforce housing properties into edible gardens. Educates children on gardening, nutrition, and personal fulfillment through nature. Offers after-school programs and community engagement with a focus on well-being.