Target Market Insights: Multifamily Real Estate Marketing Tips

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.    

Christian Osgood is a real estate investor, educator, and host of the Multifamily Strategy podcast and YouTube channel. After starting his career in sales and acquiring a few rentals using the Dave Ramsey method, he made a strategic leap into multifamily through creative financing. Today, Christian owns over 300 units, operates a property management company, and helps others achieve financial independence through value-driven, relationship-based investing.     Make sure to download our free guide, 7 Questions Every Apartment Investor Should Ask, here. Key Takeaways: Christian scaled from owning duplexes to 300+ units in under five years by mastering creative finance. He focuses on building authentic relationships with property owners rather than cold prospecting or marketing. His strategy centers on two questions: “How do I buy it?” and “How do I never lose it?” Raising capital becomes simple when you bring a strong deal, a smart structure, and clear alignment with investor interests. JV deals and seller financing often offer more flexibility and alignment than traditional syndications.     Topics: From Dave Ramsey to Real Estate Freedom Started with a goal to retire his wife, transitioned from two duplexes to over 300 units. Emphasized holding properties long-term by ensuring they cash flow from day one. Avoids dependence on future sales for profitability. How a 38-Unit Seller-Financed Deal Changed Everything Acquired a distressed property listed for 12 years by offering a six-month no-payment period. Secured seller financing at 4% with a $300K down payment, raised from new connections. Repaired collections and operations, appraised at $4.1M within 11 months. Used refinance to cash out investors and retain full ownership. Deal, Debt, Equity: A Simple Capital-Raising Framework Christian emphasizes a “deal-first” approach: find the opportunity, secure the financing, then raise the remaining equity. Capital is easier to raise when you're solving problems for both the seller and investor. Transparent communication and downside protection build trust and drive investment. Joint Ventures vs. Syndication Joint ventures allow for more creative structures, faster execution, and clear alignment of roles. Syndication is not wrong—just often unnecessary for small to midsize deals with fewer partners. The Power of Relationships in Real Estate Christian meets with owners weekly for coffee instead of cold calling. His best deals and investor connections come from these low-pressure conversations. Many owners eventually offer to finance their entire portfolios after seeing his track record and integrity. Lessons from a $4.5M “Shiny Object” Mistake Bought a resort early in his journey that didn't align with his strengths or goals. Learned the importance of sticking to your lane and clarifying your business identity.    

Brian Alfaro is the Director of Investor Relations at Headway Capital, a Houston-based private equity firm managing over $500 million in assets. With a background in the restaurant industry, Brian transitioned into real estate in 2017, starting in single-family investing before moving into multifamily. Today, he specializes in building investor relationships and raising capital for large-scale multifamily projects.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: Transitioned from single-family to multifamily investing after realizing the scale and sophistication better aligned with his goals. Investor relations is a long-term game focused on education, trust-building, and communication. Effective capital raising is more about listening to investor needs than pushing returns. Investors should ask more questions about risk, not just returns. Strong communication and transparency are crucial when working with passive investors.     Topics: From Restaurants to Real Estate 17-year background in restaurant operations before entering real estate in 2017. Started with the BRRRR strategy, but found single-family investing misaligned with his personality and long-term vision. Making the Jump to Multifamily Joined a multifamily mentorship in 2020 to scale smarter. Chose capital raising as his focus area, learning to nurture and educate investors. Why Multifamily Made More Sense Single-family was labor-intensive with low cash flow margins. Multifamily offered more scalability, better team collaboration, and higher ROI potential. Appreciated the abundance mindset and collaboration in multifamily circles compared to the scarcity mindset in single-family spaces. Investor Relations Demystified Focused on helping investors feel confident and informed through steady communication and trust-building. Building “know, like, trust” takes time—rarely an overnight process. Education-first mindset; avoids industry jargon to reduce confusion. Top Questions LPs Should Be Asking Investors often ask about returns but rarely probe into risks or past challenges. Brian encourages asking about capital calls, past losses, and how operators handled them. Transparency and accountability are key indicators of a trustworthy sponsor. Mistakes New Capital Raisers Make Being too transactional or too numbers-focused instead of building genuine relationships. Failing to understand investor goals—listening is more powerful than selling. Good investor relations = solving problems, not pitching products.    

Jonathan Nichols is a real estate investor and co-founder of Apogee Capital, based in the Dallas-Fort Worth metroplex. Formerly an aerospace engineer, Jonathan transitioned into multifamily real estate in 2019 and has since acquired eight multifamily properties and one self-storage facility totaling 1,000 units. He brings an analytical, systems-based approach to acquisitions and asset management, leveraging his engineering background to scale strategically in Texas and Oklahoma.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: Transitioning from aerospace engineering to full-time real estate investor was driven by a desire for entrepreneurship and dissatisfaction with corporate ceilings. Strategic scaling includes focusing on one area of real estate—acquisitions, capital raising, or asset management—before trying to juggle all three. Jonathan emphasizes using project-based virtual help and the “Buy Back Your Time” principle to grow the business efficiently. His current investment focus is on B-class multifamily properties in both primary and tertiary Texas and Oklahoma markets. Jonathan believes in leveraging partnerships, staying lean, and maximizing operational efficiency over aggressive expansion.     Topics: From Aerospace to Real Estate Passion for entrepreneurship and systems-thinking led Jonathan to real estate. His corporate experience built a solid foundation for data-driven decision-making and risk management. The Launch of Apogee Capital Started with single-family investing before moving into multifamily. Made the full-time leap after successfully completing two major deals and having a third under contract. Making the Jump from W-2 to Full-Time Investing Used a “point of no return” analogy to describe the moment he had to commit fully. Recommended having proof of concept and income before making the transition. Encourages consulting mentors and a trusted circle before leaving a day job. Time Management and Scaling Up Leveraging tools like the Buy Back Your Time method to maximize productivity. Hiring project-based VAs for tasks like web design helped free up his bandwidth. Delegating wisely and tracking what truly moves the needle is critical to long-term success. Market Shifts and Strategy Adjustments Previously focused on Oklahoma and other tertiary markets due to DFW competition. Now sees Dallas as a market ready for reentry due to softening rents and increased vacancies. Transitioning from C-class to B-class assets to reduce CapEx risk and improve asset quality. Structure and Operations Jonathan and his wife divide duties: he focuses on acquisitions; she handles asset management. Portfolio ranges from 75 to 170 units, with a preference for properties large enough to support full on-site teams. Long-term vision includes vertical integration but currently partners with third-party managers.    

For this special 700th episode of Multifamily Insights, we're doing something a little different! Instead of me interviewing a guest, I'm sharing an episode where I was the guest on The Mark Ferris Experience. In this conversation, I dive into my journey into multifamily investing, how I built my platform, and the key lessons I've learned along the way. Tune in to hear my thoughts on mindset, scaling a business, and finding success in real estate investing.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: Building relationships is key to securing multifamily investment opportunities. Marketing and branding play a crucial role in attracting investors. Understanding market fundamentals helps in identifying the right investment opportunities. Syndication allows investors to scale faster by leveraging partnerships. Success in real estate comes from consistency, persistence, and learning from failure     Topics: Transitioning from Marketing to Real Estate How John's marketing background gave him an edge in real estate investing. The importance of branding and storytelling in raising capital. The Power of Syndication How syndication allows investors to scale their portfolios. The key components of a successful syndication deal. Common challenges investors face when raising capital. Identifying the Right Markets What makes a market attractive for multifamily investing. Key indicators to analyze when selecting a location. How to build relationships with brokers and property managers. Lessons from Scaling a Portfolio The biggest mistakes John made and what he learned. How to structure deals that benefit both investors and operators. The importance of networking and partnerships in multifamily investing.    

Lior Dolinski is the co-founder of Agora, a technology company specializing in AI-driven marketing solutions for the real estate industry. His expertise lies in leveraging technology and AI to create automations that enhance the investor experience.      Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: AI-driven marketing is revolutionizing lead generation and conversion in real estate. Automation helps businesses optimize marketing spend and improve efficiency. Understanding data analytics is crucial for effective digital marketing strategies. Personalization and segmentation increase engagement and conversion rates. The right AI tools can simplify complex marketing processes and improve ROI.     Topics: The Role of AI in Marketing How AI is transforming digital marketing strategies. The importance of automation in streamlining marketing efforts. Benefits of AI-driven lead generation and conversion optimization. Data-Driven Decision Making Why data analytics is essential for effective marketing campaigns. How to leverage data for better targeting and audience segmentation. Real-world examples of businesses succeeding with AI-powered marketing. Personalization and Customer Engagement The impact of personalized marketing on customer experience. How AI enables businesses to tailor messaging for different audience segments. Strategies to improve customer engagement and retention through automation. Scaling Marketing Efforts with AI The role of AI in scaling marketing campaigns efficiently. How automation reduces marketing costs while improving results. Key AI tools and technologies for optimizing marketing performance.    

Ashley Kehr is a real estate investor, educator, and co-host of the BiggerPockets Real Estate Rookie podcast. She started her investing journey in 2014 and has since built a portfolio of over 40 units across residential and commercial properties. Ashley is the author of Real Estate Rookie: 90 Days to Your First Investment and co-author of Real Estate Partnerships, guiding new investors on how to build and scale through strategic collaborations.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: Real estate investing allows for flexibility, but success requires systems and processes. Partnering with trusted individuals can accelerate portfolio growth. Living below your means early on provides freedom to take investment risks. Scaling too fast without proper infrastructure can create major stress. Investing should align with personal lifestyle and long-term goals—not just unit counts.     Topics: From Accounting to Real Estate Left her accounting career after realizing it wasn't the right fit. Took an unexpected opportunity to manage a 40-unit apartment complex. Learned property management through hands-on experience, growing to 80 units. Building a Real Estate Portfolio Partnered with a childhood friend's son for her first duplex investment. Focused on buying small, manageable properties before scaling up. Expanded her portfolio to over 30 units while managing properties full-time. Lessons in Scaling and Outsourcing Realized she was doing too much alone and needed better delegation. Experimented with third-party property management, which led to major challenges. Brought management back in-house using virtual assistants and improved processes. Aligning Investing with Lifestyle Goals Initially hustled hard but later shifted focus to more time with family. Prefers a “small but mighty” portfolio over constant expansion. Invests strategically in flips and select buy-and-hold properties.    

Peter Murphy Lewis is a seasoned marketing strategist with over 20 years of experience helping businesses scale through data-driven systems. As the CEO of Strategic Pete, he specializes in creating marketing frameworks that turn leads into loyal clients. With a background spanning SaaS, fintech, healthcare, and even zoos, Peter has a unique approach to cross-industry marketing strategies.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: A strong brand is more important than a big marketing budget—word of mouth is key. AI and attribution are major disruptors in marketing, forcing businesses to rethink strategies. LinkedIn is an underutilized platform for organic reach and networking. Solo entrepreneurs should focus on one or two platforms instead of spreading themselves thin. Tracking simple, actionable metrics is crucial for adapting to market shifts.     Topics: Building a Strong Brand vs. Relying on Ads A brand is what people say about you when you're not in the room. Big budgets can amplify a message, but a great reputation and service will sustain a business. The shift toward organic engagement on platforms like LinkedIn. Marketing Challenges and AI Disruption AI is reshaping marketing, creating efficiency but reducing personal touch. Attribution is harder than ever, making it difficult to track what really drives conversions. Small businesses with strong brands are competing better against larger firms with big ad budgets. Optimizing Marketing for Small Businesses Focus on one or two platforms where your audience is most active. LinkedIn is ideal for professionals, investors, and B2B connections. SEO has changed—it's no longer as effective as it was two years ago. Use interns and growth communities to expand reach with limited budgets. How to Identify and Adapt to Market Disruptions Set up a simple scorecard to track engagement, website visits, and conversions. Stick with marketing strategies for at least three months before pivoting. Surround yourself with smart people who offer valuable insights without trying to sell you something.    

Thomas McPherson is a real estate entrepreneur and U.S. Navy veteran with extensive experience in multifamily investing, distressed assets, and sustainable development. After serving in the Navy and Marine Corps, he transitioned into real estate, excelling as a broker before becoming a principal investor. He now focuses on ground-up development and private debt funding, creating high-performance, sustainable communities.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: Transitioning into real estate can be smoother by keeping expenses low and working within the industry. High-quality assets tend to perform better during economic uncertainty compared to lower-class properties. Distressed debt offers opportunities to work with borrowers and lenders to find creative solutions. Sustainable development aligns with market demand, leading to higher rents, occupancy, and tenant retention. Small, intentional efforts in property management and development can create a sense of community and increase property value.     Topics: Transitioning from the Military to Real Estate Thomas's journey from the Navy to real estate brokerage and later becoming an investor. The importance of controlling expenses and finding industry-related jobs to gain experience. Investing in Distressed Assets and Debt Definition of distressed debt and how Thomas approaches these opportunities. Strategies for working with borrowers to resolve financial challenges. The importance of over-communicating with lenders and investors when facing financial distress. Sustainable Development and Community Building How Thomas incorporates sustainability into his developments, including solar energy and water conservation. The concept of value graphics over demographics—attracting tenants based on shared values. The financial benefits of sustainability, including higher retention, occupancy, and rents. Lessons in Investing and Risk Management Thomas's experience with leverage and risk early in his investing career. The importance of controlling investments rather than relying on external factors.    

Vanessa Alfaro is a serial entrepreneur, real estate investor, and multifamily syndicator who has founded multiple 7- and 8-figure companies across three different countries. She is the founder of Venus Capital, a women- and minority-owned real estate investment firm focused on technology and AI-driven innovation. With 1,400+ multifamily units, Vanessa specializes in cash-flowing value-add deals in secondary and tertiary markets and leverages AI tools to optimize deal sourcing, capital raising, and property management.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways Vanessa focuses on cash-flowing value-add deals in secondary and tertiary markets, emphasizing stability over high-risk equity plays. She leverages AI for deal analysis, investor profiling, and property management, optimizing operations and cutting expenses by 15-20%. AI chatbots and automation tools streamline leasing, capital raising, and investor communications. Vanessa believes diversification is key—investors should spread risk across different real estate strategies. Leverage is critical to scaling a business—whether through people, technology, or AI tools.     Topics Vanessa's Entrepreneurial Journey Started her first business at age 12, selling products at school. Founded multiple companies, including Venus Capital, a women- and minority-owned real estate investment firm. Balances entrepreneurship with family life, raising five kids while managing multiple businesses. Scaling with AI and Technology Uses AI for deal sourcing, market analysis, investor profiling, and property management. Highlights how AI chatbots streamline operations, including leasing and lead generation. AI helps cut expenses by 15-20%, improving NOI for multifamily properties. Vanessa emphasizes that operators not using AI are leaving money on the table. Multifamily Investment Strategy Owns 1,400+ multifamily units, focusing on cash-flowing properties since 2019. Targets secondary and tertiary markets, benefiting from post-COVID migration trends. Prefers cash flow over speculative equity gains, ensuring long-term stability. Encourages investors to diversify their portfolio and assess risk tolerance.    

Eddie Speed is a leading expert in note investing with over 40 years of experience. As the Founder of NoteSchool, he has educated thousands on buying performing and non-performing discounted mortgage notes. His structured approach has helped countless investors achieve financial success in the note industry. In addition to NoteSchool, Eddie is the Owner and President of Colonial Funding Group LLC, specializing in acquiring and brokering real estate-secured notes. He is also a principal in a family of private equity funds focused on bulk note acquisitions. Through his expertise and leadership, Eddie has played a pivotal role in shaping the note investment landscape and continues to guide investors toward profitable opportunities. In this episode, we talked to Eddie about note investing and how to become an investor for it, finding the right opportunity, the range of an initial investment, diversifying investment portfolios, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Note Investing;   02:21 Eddie's background; 04:05 An insight into note investing; 10:04 How to become a note investor; 14:38 What to pay attention to for finding the right opportunity; 18:17 An insight into the investment range; 22:40 Tips on diversifying investment portfolios; 27:29 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Lack of accounting awareness in the beginning. Digital Resource: Excel. Most Recommended Book: Never Split the Difference. Daily Habit: Focusing on the plan for the day every morning. #1 Insight for getting started in note investing: Learning what it is thoroughly is key. Best place to grab a bite in Fort Worth, TX: Joe T. Garcia's.   Contact Eddie: Website & Course   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Paul Moore is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm. After beginning his career at Ford Motor Company, he co-founded a staffing firm, becoming a two-time finalist for Michigan Entrepreneur of the Year. Following its sale to a publicly traded company, Paul transitioned into real estate, launching multiple investment and development companies and completing over 100 commercial and residential deals.   A recognized industry expert, Paul has contributed to Fox Business, The Real Estate Guys Radio, and BiggerPockets, where he produces live shows, videos, and blogs. He has been featured on over 200 podcasts and co-hosted *How to Lose Money.* He is also the author of Storing Up Profits and The Perfect Investment.   In this episode, we talked to Paul about the fund structure, his book, The Perfect Investment, the ideal investor for this structure, the future of the market, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Real Estate Investment;   02:33 Paul's background; 05:42 Paul's book, The Perfect Investment 12:50 An insight into the fund structure 17:40 The ideal investor for this; 21:35 An insight into the future of the market; 24:10 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Making a wrong investment choice back in late 90's. Digital Resource: Slack & Voxer. Most Recommended Book: The Unsold Mindset. Daily Habit: Meditating, reading and journaling every morning. #1 Insight for thinking like an investor and not a speculator: Become an expert in the one thing you're focusing on. Best place to grab a bite in Lynchburg, VA: William & Henry.   Contact Paul: Website Check out our first interview with Paul: Episode 154   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

John Makarewicz is the President and Head of Operations at Faris Capital Partners, a leading real estate investment firm. With over 15 years of industry experience, he brings expertise in operations, management, growth, and sales. His strategic leadership ensures the firm's efficiency, performance, and client satisfaction while driving long-term success. Previously, John served as President and CEO of Mark Spain Real Estate, where he led the company to over 400% sales growth in four years. His ability to optimize processes, improve lead conversion, and scale businesses has earned him industry recognition. Passionate about helping stakeholders grow, John is a visionary leader dedicated to delivering high-quality results. Outside of work, he enjoys creative pursuits and quality time with family.   In this episode, we talked to John about his investment company, Faris Capital Partners and their entry into the market, having a clear business plan, vision and mission, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Real Estate Syndication;   03:29 John's background; 17:20 His entry into the market; 25:00 Working above the business and having a clear business plan; 33:31 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Not insisting enough on his old client to move forward with the work on time. Digital Resource: Audible. Most Recommended Book: The End of the World Is Just the Beginning . Daily Habit: Reading a book, breathing exercises and working out. #1 Insight for launching a syndication business today: Building a key team is critical. Best place to grab a bite in Atlanta, GA: Foundation & NFA Burger.   Contact John: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Sabrina Osso, Founder and CEO of OSSO SAFE, is a TEDx Speaker, Author, and Real Estate Agent dedicated to fostering safety and respect in homes, workplaces, and schools. Drawing from personal and professional experience, she offers a holistic approach to preventing home violence. Her signature initiative, the Osso Safe Certification, integrates education and technology to enhance property safety, featuring the Osso Safe Home Sweet Home Package and her children's book, Home Safe Home For You and Me. A professional dancer and educator, Sabrina uses performance to raise awareness on safety and respect. She was honored with the 2024 HerStory Award by the Women's Federation for World Peace and is listed in Marquis Who's Who. As a real estate agent, she bridges the industry with Osso Safe's mission.   In this episode, we talked to Sabrina about solving the challenges with violence issues within the household, taking the right action as a property owner, tips on curbing any violence may take place as a property owner, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Safety in the Household;   02:19 Sabrina's background; 04:55 Handling household violence issues; 11:19 Right actions for property owners; 17:56 Tips on preventing violence as a property owner; 23:11 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Finding the right name to her organization. Digital Resource: The upcoming app for Osso Safe. Most Recommended Book: Do What You Love, The Money Will Follow. Daily Habit: Practicing staying in the moment. Best place to grab a bite in Northern New Jersey: Bazzarelli.   Contact Sabrina: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Daniel Cocca is the Co-Founder and Managing Director of Alpha Investing, a real estate private equity firm targeting unique and compelling investment opportunities for the current market cycle and economic climate. Daniel's background as a NYC biglaw corporate attorney combined with his private equity expertise gives him a unique viewpoint on structuring complex transactions, navigating capital markets, executing unique investment strategies and managing multifaceted real estate deals.  Under Daniel's leadership, Alpha Investing has driven over $3 billion in investments, targeting a unique mix of asset classes and strategies that are often less accessible to individual investors. He has successfully navigated various market changes and opportunities over the years. Given the current market volatility, he is well-positioned to offer valuable insights into emerging real estate trends, strategies for portfolio diversification, and approaches to achieving strong returns across diverse asset classes.   In this episode, we talked to Daniel about investing into uncertain markets, sensible investment deals, adjusting investment strategy and how frequent it should be, as well as depending on what change within the market, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Finding the Right Deal;   02:39 Daniel's background; 15:37 Tips for investing into uncertain markets; 17:58 An insight into sensible investment deals; 24:43 Adjustment frequency of investment strategies; 29:46 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: A short-term debt misstep that reinforced a stronger long-term investment strategy.. Digital Resource: The Wall Street Journal and podcasts. Most Recommended Book: How to Win Friends and Influence People. Daily Habit: Working out and pickleball. #1 Insight for investing based on cash flow while still looking for value: Being patient in finding the right deal and taking advantage will help you succeed. Best place to grab a bite: Osteria Francescana.   Contact Daniel: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Jordan Berry, a seasoned laundromat owner and commercial real estate agent, founded Laundromat Resource after struggling to find reliable industry insights during his early acquisitions. Facing costly missteps due to a lack of actionable guidance, he was determined to create a platform that would provide aspiring laundromat entrepreneurs with transparent, practical, and comprehensive resources. Through LaundromatResource.com, Jordan has built a thriving community centered on education, shared experiences, and mutual success. His mission is to ensure that no entrepreneur has to navigate the laundromat industry alone. With a strong belief in collaboration and growth, he continues to empower others with the tools and knowledge they need to succeed in the lucrative world of laundromat ownership.   In this episode, we talked to Jordan about his company and education program, the Laundromat Resource, common mistakes made investing in laundromats, tips on acquiring one, how to know if owning a laundromat is right for you, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Laundromats;   02:33 Jordan's background; 15:17 An insight into Laundromat Resource; 17:00 Common laundromat investment mistakes; 20:37 Tips on acquiring a laundromat; 25:34 Deciding on laundromat ownership; 30:23 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Having a loss in the first laundromat investment. Digital Resource: ChatGPT and other AI tools that work together with it. Most Recommended Book: 10x Is Easier Than 2x. Daily Habit: Planning out the next day. #1 Insight for investing in Laundromats: Don't go on it alone, find the right people to assist before investing. Best place to grab a bite in Hawaii: Wienerschnitzel.   Contact Jordan: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Matt Spagnolo, a fund co-manager at Colony Hills Capital, combines his business and economics background from Hampden-Sydney College with a deep passion for real estate investments. He works alongside a skilled team to identify and execute off-market multifamily opportunities, delivering exceptional value to clients and investors through strategic, data-driven decisions.   With over $600M in assets under management and $1.2B in total capitalization, Colony Hills Capital has built a track record of success, achieving an average 36% IRR on full-cycle deals. Matt prioritizes open communication with investors, keeping them informed and engaged. Whether you're an experienced investor or new to real estate, he welcomes connections to discuss industry trends, financial growth, and wealth-building opportunities.   In this episode, we talked to Matt about raising capital, tips on scaling a portfolio, his strategies, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Raising Capital;   02:23 Matt's background; 13:57 An insight into raising capital; 21:55 Tips on scaling a portfolio; 25:56 Matt's strategy on raising capital; 30:09 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Counting on investors before they actually invest. Digital Resource: YouTube. Most Recommended Book: The Power of Your Subconscious Mind. Daily Habit: Working on his visual-board daily. #1 Insight for raising capital: Always plan to raise more than you actually need and develop relationships. Best place to grab a bite in Richmond, VA: Wood & Iron.   Contact Matt: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Nic DeAngelo, known as the "Fixed Income GOAT" in real estate, is the CEO and Founder of Saint Investment Group, managing a $206M+ portfolio across 20+ states. His firm specializes in acquiring institutional-grade real estate assets, with 24 projects and over 500 loans. Guided by the belief that "Wall Street is broken, and real estate is the cure," Nic and his team raise over $100M annually, leveraging economic foresight to drive strategic investments. A sought-after podcast guest, Nic has been featured on top-rated shows hosted by Hunter Thompson, Tyler Lyons, and Jonathan Cattani. His data-driven approach and ability to simplify complex economic theories make him a returning favorite, delivering valuable market insights in an engaging and accessible way.   In this episode, we talked to Nic about mortgage investing and where to start buying notes, the US economy in 2025, his tactics and experiences in mortgage investment, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Mortgage Investing;   02:49 Nic's background; 17:54 Where to start with buying notes; 22:35 An insight into the US economy in 2025; 32:38 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Overreliance on a small group of investors at the formation of his company. Digital Resource: Flipbook. Most Recommended Book: The Obstacle Is the Way. Daily Habit: Planning weekly goals. #1 Insight for mortgage investing: Always think long-term. Best place to grab a bite in Orange County, CA: Chipotle.   Contact Nic: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Scott Kidd has over 25 years of maritime experience, specializing in new builds, refits, project management, and yacht management. A licensed USCG Master of 1600 US tonnage / 3000 international all oceans, he combines his background in IT and mechanical systems with extensive hands-on expertise. His career has taken him across the Mediterranean, Gulf Coast, Great Lakes, Pacific, Atlantic, Caribbean, and South China Sea aboard various vessels. As a mentor for Legasea, he is committed to advancing the maritime industry. In addition to his maritime career, Scott is a multifamily real estate investor with syndications in Ohio, North Carolina, and Oklahoma, along with joint ventures in Florida. He also runs the Yachtie Real Estate Investors meetup across South Florida.   In this episode, we talked to Scott about his investment course, the biggest misconceptions he experiences with investors, communication with high-net individuals, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Scaling a Portfolio;   02:34 Scott's background; 11:49 How Scott's courses helped him; 15:27 The biggest misconceptions Scott experiences with investors; 18:33 Tips for communicating with high-net individuals; 23:49 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Having issues with his IT company, before he was introduced to the yacht market. Digital Resource: GoHighLevel. Most Recommended Book: The Go-Giver. Daily Habit: Breathwork and meditation. #1 Insight for scaling a multifamily portfolio: Networking is the key to success. Best place to grab a bite in Fort Lauderdale, FL: Ian & Kye's Pizza.   Contact Scott: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com and the Real Estate Wealth Builders Conference (REWBCON). Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help 1 MILLION people to invest in real estate and achieve financial freedom. Through his work at MasterPassiveIncome.com and REWBCON Dustin Heiner has become one of the leading real estate rental property experts. Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again. Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country.   In this episode, we talked to Dustin about his current investment strategy, insightful tips on building relationships within investment communities, things to look out for before joining an investment community, REWBCON and success stories from their events, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Real Estate Communities;   03:24 Dustin's background; 07:46 An insight into Dustin's current investment strategy; 14:32 Tips on building relationships in the community; 19:46 Things to look out for before joining a real estate community; 27:26 Success stories from the REWBCON events; 36:03 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: His first investment opportunity that taught Dustin much more about the market. Digital Resource: Emailing tools & Notion. Most Recommended Book: The Bible & The Richest Man in Babylon. Daily Habit: Working on his main purpose. #1 Insight for joining a great community: Find genuine givers and also be a giver, not a taker. Best place to grab a bite in Murfreesboro, TN: Hokkaido Ramen.   Contact Dustin: Website | Free Real Estate Investment Course Previous Episodes with Dustin: Episode #169 | Episode #570   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Michael Albaum began his real estate investing journey over a decade ago with turnkey single-family homes. Recognizing the power of real estate, he has spent the last 10+ years owning and operating a diverse portfolio, including condos, small and commercial multifamily properties, value-add projects, NNN-leased properties, and short- and mid-term rentals—even expanding into international investments.   While building his portfolio remotely, Michael worked a full-time job and developed a curriculum to teach others how to achieve financial freedom through real estate. He has since worked with thousands of investors worldwide, helping them navigate the complexities of investing and successfully build their own real estate portfolios.   In this episode, we talked to Michael about his journey on how he evolved as an investor, managing out-of-state properties, his investment strategies, value-add multifamily vs. triple net leases, his education program, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Scaling in Real Estate;   02:31 Michael's background; 11:26 An insight into his evolution as an investor; 15:23 Tips on managing out-of-state assets; 18:57 More about Michael's investments; 21:14 Value-added multifamily vs. triple net leases; 23:08 About his education program; 25:57 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: A redevelopment project going sideways. Digital Resource: Microsoft Excel. Most Recommended Book: Rich Dad Poor Dad. Daily Habit: Doing push-ups every morning. #1 Insight for scaling in real estate: It's not as hard as it looks, just get started. Best place to grab a bite in San Francisco, CA: Burma Superstar.   Contact Michael: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Dana Dunford is the CEO of Hemlane, a venture-backed property management platform with over 28,000 rentals and $1B in payments processed. She is a strong advocate of purchasing properties anywhere, as the best investments are not typically in your backyard. She supports real estate investors in setting up the most intelligent process to manage rentals from a distance, while connecting them with local, licensed professionals. In 2018, Dana was named one of the top 20 women leaders and influencers in commercial real estate tech. Dana previously worked at Apple on their worldwide financial planning and analysis team and at Nest, the home technology company acquired by Google for $3.2B, in business development. She received her MBA from Harvard Business School. In this episode, we talked to Dana about the reasoning behind investing in other markets, challenges with third-party property managers, handling outer market real estate, the target investor segment for this market, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Out of Market Investments;   02:28 Dana's background; 06:55 Why invest in other markets; 09:10 Third-party management challenges; 12:53 Managing outer market properties; 23:04 Target investors for the market; 29:06 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Not setting up a high-level security system to combat fraud for Hemlane at the beginning, teaching the team to develop one of the best out there as a result. Digital Resource: Boomerang & Audible. Most Recommended Book: Four Thousand Weeks & Billion Dollar Whale. Daily Habit: Managing projects and scheduling her week with the help of ChatGPT. #1 Insight for successful property management: Self-management is key, because no one will care more about it then you do. Best place to grab a bite in San Francisco, CA: Hook Fish Co. & Mister Jiu's.   Contact Dana: Website | Email   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Justin Goodin, founder of Goodin Development, a multifamily development firm that enables busy professionals to invest in real estate without the demands of being a landlord. Justin's journey is one of transformation and calculated risk. Starting his career as a multifamily underwriter at a bank, he quickly realized that the most significant financial benefits in real estate lay on the investor side. This insight led him to leave his stable W2 job and establish Goodin Development in 2018, a firm that builds ground-up apartment developments across Indiana. Today, his team manages every facet of real estate investments, allowing investors to enjoy passive income while bypassing the hands-on responsibilities of traditional property ownership.   In this episode, we talked to Justin about the underwriting process, insights into real estate development, value-add vs. development strategies, the roles of builders and developers, common investor questions, prioritizing location factors, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Real Estate Development;   02:30 Justin's background; 04:42 Key steps in underwriting; 09:28 An insight into development for investors; 19:38 Value-add vs. development; 23:03 Builder vs. developer; 24:41 FAQs from investors; 26:26 Prioritizing location factors; 29:49 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Not using social media effectively. Digital Resource: ChatGPT. Most Recommended Book: Stay Sane in an Insane World. Daily Habit: Exercising and staying active. #1 Insight for development: Having a great team and surrounding oneself with people who know what they are doing is the key to success. Best place to grab a bite in Indianapolis, IN: Julieta Taco Shop.   Contact Justin: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Mark Willis is a Certified Financial Planner™ and the owner of Lake Growth Financial Services, a Chicago-based financial firm. As a three-time #1 best-selling author, Mark has empowered hundreds of clients to reclaim control over their financial futures using proven, tax-efficient strategies. He specializes in helping individuals and businesses build wealth, grow their enterprises, and achieve lasting financial security.   Host of the globally top 1.5% ranked *Not Your Average Financial Podcast™*, Mark shares insights on managing real estate, funding college without financial strain, and creating retirement income that lasts a lifetime. His mission is to help clients build wealth through safe, predictable methods, become their own source of financing, and enjoy tax-free income during retirement.   In this episode, we talked to Mark about the whole life insurance policy and determining if it's set up right, due diligence and finding the right mediator for your insurance, the “buy, borrow, die” strategy, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Insurance Policies;   02:32 Mark's background; 16:50 An Insight into whole life insurance; 22:36 Choosing the right insurance mediator; 26:01 An insight into the "buy, borrow, die" strategy; 32:38 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Paying off his student loans with the snowball method. Digital Resource: Notion. Most Recommended Book: The Bank On Yourself Revolution & Perpetual Wealth. Daily Habit: Following Michael Hyatt's Full Focus Planner method every morning. #1 Insight for maximizing our insurance policy: Don't do this alone, find someone who knows how to design it for you. Best place to grab a bite in Chicago, IL: Giordano's.   Contact Mark: Website Mark's first episode on Multifamily Insights, Episode #264   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Tilden Moschetti, Esq. is a syndication attorney that focuses exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity funds. Tilden is a highly regarded expert in syndication as an attorney, a syndication coach, General Counsel to two private equity funds, and an active syndicator himself. He has been featured on NPR, NBC News, People Magazine, the National Law Journal, the San Francisco Chronicle, and the Los Angeles Business Journal. A fundamental difference between Tilden and other attorneys is that Tilden came to the practice of syndication law as a syndicator of his own deals first. Tilden's practice as a real estate attorney changed gears when a partner showed him a deal and asked him if they could syndicate that deal together. Both investors and Tilden made a great return, so he kept syndicating. As his successes grew doing deals, 9 years ago he refocused his firm away from real estate law, to syndication law exclusively.   In this episode, we talked to Tilden about syndications, its differences with joint ventures, common mistakes made by syndicators, vetting syndication attorneys, tips for new passive investors, syndication partners, and much more.   Get ready for REWBCON 2025, happening from April 10th - 12th! Use my code JOHN at checkout for 10% off your ticket.   Syndication Law;   02:36 Tilden's background; 03:27 An insight into syndications; 04:37 Syndication vs. Joint Venture; 09:12 An insight into the common mistakes made by syndicators; 14:41 Vetting syndication attorneys; 21:03 Tips for new passive investors; 28:17 Round of Insights; 31:40 An insight into vetting the dedication of your partners   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: A deal in Arizona going sideways, teaching Tilden to pick the right people to do business with, and succeed. Digital Resource: News outlets, such as Financial Times and Bloomberg. Most Recommended Book: Sports for the Soul. Daily Habit: Focusing on gratitude and target achievements. #1 Insight for selecting the right syndication attorney: Talking to people and finding the right person to work together with that fits your needs is the key. Best place to grab a bite in Raleigh, NC: Northside Bistro.   Contact Tilden: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Jacob Vanderslice is the co-founder of VanWest Partners and a seasoned real estate investor since 2005. He oversees the creation of self-storage investment portfolios and leads the Investor Relations team, known for its exceptional stewardship and transparency. Jacob is dedicated to maintaining long-term relationships with investment partners, with many renewing commitments over the years. Under his leadership, VanWest has deployed over $375 million in capital into value-add self-storage facilities across the U.S. and acquired more than 1,000 residential properties. He also led a significant institutional partnership resulting in nearly 400 residential acquisitions between 2013 and 2014. Jacob designed and leads VanWest's Investor Relations platform, recognized for its industry-leading investor reporting, reflecting his commitment to transparency and accountability. Before his real estate career, Jacob served as a firefighter and arson investigator in Colorado. He continues his community service on the Board of Directors for Craig Hospital in Englewood, Colorado, a leading facility for neurorehabilitation and research specializing in spinal cord and traumatic brain injuries. Outside work, Jacob enjoys aviation, skiing, hiking, and spending time with his wife and two young sons.   In this episode, we talked to Jacob about why you should invest in the self-storage market and the expenses to consider while doing so, implementing value-add strategy in your business, recent trends in the self-storage market, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Self-Storage Units;   02:09 Jacob's background; 10:56 Benefits of investing in self-storage market; 15:20 Expenses to consider while investing into self-storage; 18:06 Implementing value-add strategy; 24:56 Recent trends in the self-storage market; 28:28 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Lack of due diligence in earlier deals that resulted at loss. Most Recommended Book: Into the Silence. Digital Resource: Slack. Daily Habit: Utilizing a calendar efficiently and regular daily workouts. #1 Insight for self-storage investing: Do a deal and take the risk, as this is the best way to learn the market. Best place to grab a bite in Denver, CO: Quality Italian & Buckhorn Exchange.   Contact Jacob: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Anders Jacobson is an investor, consultant, entrepreneur, and the founder of Brighton Capital. Prior to multifamily, he built two businesses in the door to door sales industry. He has expertise in Sales, Leadership, Business & Real Estate. He started investing in multifamily in 2017 and has ownership in 2500+ units across Texas, Florida, Georgia, North Carolina and South Carolina. His mission now is to provide a vehicle to thousands of others to achieve freedom over their finances and time. He lives in Raleigh, NC with his beautiful wife and amazing children.   In this episode, we talked to Anders about his investments in other opportunities and how they shaped him into becoming a GP, how to determine if one's working with an ideal GP, signs to look for and illuminate a real estate deal further, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   General Partnership;   02:29 Anders' background; 12:21 From investor to GP; 15:33 Spotting the ideal GP; 20:17 Key underwriting signs; 23:33 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: His time investing in the stock market. Digital Resource: Podcasts and audiobooks. Most Recommended Book: The Four Agreements. Daily Habit: Exercising. #1 Insight for scaling as a GP: As the market is constantly changing, learning more and more about it is the key to success. Best place to grab a bite in Raleigh, NC: Brewery Bhavana.   Contact Anders: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Craig Cecilio is the CEO and founder of DiversyFund, a financial technology company revolutionizing access to private real estate investments. With over 25 years of experience, Craig has not only raised over $1 billion in capital but also built a thriving community of over 1 million members and 35,000+ investors. As a seasoned entrepreneur and business leader, Craig has founded and scaled multiple successful companies, primarily in real estate. His expertise spans real estate development, fund management, and fintech innovation. Passionate about democratizing wealth-building opportunities, Craig combines visionary leadership with a deep commitment to financial literacy, helping everyday people grow their wealth through investments traditionally reserved for the wealthy.   In this episode, we talked to Craig about common mistakes made while raising capital, the common characteristics of successful people in raising capital, tips and lessons he learned in his journey, his company DiversyFund, scaling a large amount of investors, the right questions to ask and make an informed decision in investing, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Raising Capital;   02:23 Craig's background; 05:17 Mistakes in raising capital; 10:15 Traits of capital-raising success; 12:47 Lessons from Craig's journey; 17:20 An insight into DiversyFund; 23:47 Scaling investor volume; 27:02 Asking informed questions; 29:33 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Investing money into a real estate project with a wire transfer. Digital Resource: ChatGPT. Most Recommended Book: The 33 Strategies of War. Daily Habit: Journaling, breathwork, and stretching. #1 Insight for raising capital: Anybody can do it. Best place to grab a bite in San Diego, CA: Hodad's.   Contact Craig: DiversyFund Craig's educational course, CXC Elite Craig's first episode on Multifamily Insights, Episode #32   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Joe and Jenn Delle Fave are the dynamic duo behind *The Creative Finance Playbook*, the leading resource for learning how to acquire real estate without traditional bank financing, credit dependency, or large cash reserves. With over two decades of combined experience, they have become recognized experts in the real estate community. As hosts of *The Creative Finance Playbook Podcast*, ranked in the top 10% of global podcasts, Joe and Jenn have shared their innovative strategies on influential platforms like the *BiggerPockets Podcast* and *Real Estate Rookie Podcast*.   By re-engineering their business to operate remotely, Joe and Jenn have empowered countless students to achieve both financial and time freedom from the comfort of their homes. Their passion for teaching others drives their mission to revolutionize real estate investing.    In this episode, we talked to Jenn & Joe about creative financing and how to define it, finding the right opportunities for investing, negotiation tips, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Creative Financing;   02:24 Jenn and Joe's backgrounds; 13:07 Defining creative financing; 20:23 An insight into finding the right opportunities; 28:40 Tips on negotiating; 32:16 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Losing money on a deal due to the tenant on that property. Digital Resource: Facebook & Asana. Most Recommended Book: The Slight Edge. Daily Habit: Having certain morning routines. #1 Insight for creative financing: Spending majority of your time with the most motivated people is key. Best place to grab a bite in Tampa, FL: Meat Market.   Contact Jenn and Joe: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Anton Zherelyev is a visionary entrepreneur and real estate expert, known for transforming opportunities into thriving businesses. As CEO and Co-Founder of REI Call Center, one of the nation's premier cold-calling companies, Anton has demonstrated outstanding leadership by scaling the company to six-figure profitability in under a year. His innovative approach has positioned REI Call Center as a trusted partner for real estate investors nationwide.   With extensive experience managing rental properties, wholesaling, and flipping homes, Anton has a proven track record of delivering significant returns. His passion for real estate and keen business acumen continue to drive his success, making him a sought-after leader and mentor in the industry.   In this episode, we talked to Anton about cold calling and his company, REI Call Center, obstacles with cold calling and how to overcome them, how to approach motivated sellers, communicating with commercial real estate investors as opposed to homeowners, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Cold Calling;   02:15 Anton's background; 02:58 About his company REI Call Center; 09:46 Obstacles in cold calling and how to overcome them; 16:49 How to approach motivated sellers; 22:29 Communicating with commercial real estate investors versus homeowners; 28:25 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Working on flipping a house, something he has never done before, allowing him to leave his comfort zone and excel at his business. Digital Resource: PropStream, GoHighLevel & Mojo Dialer. Most Recommended Book: Buy Back Your Time, Go For No! & Simple Numbers, Straight Talk, Big Profits!. Daily Habit: Cold plunging. #1 Insight for cold calling: Putting the work to increase the number of calls you can have daily, weekly and monthly is the key to success. Best place to grab a bite in Miami, FL: El Sandwich in Cayo Ocho.   Contact Anton: Instagram   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Otis Odell has spent over 30 years transforming the U.S. real estate market with innovative, people-first development ideas, focusing on high-rise and affordable housing. As the National Housing Sector Leader at HED, a renowned architecture-engineering firm with over a century of excellence, Otis pioneers sustainable, modular, and affordable housing solutions. His passion lies in addressing America's housing crisis by designing projects that maximize ROI for investors while uplifting communities.   Starting as a framing carpenter during college and running his own Denver-based practice, O'Dell Architects, for 16 years, Otis brings a wealth of hands-on experience. A speaker and advocate for sustainable design, he champions thoughtful architecture that transforms lives and fosters lasting economic and social impact.   In this episode, we talked to Otis about launching a firm, what he's working on today, what to pay attention to while investing into a new project, things to look out for while approaching different types of projects, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Designing Communities;   02:25 Otis' background; 04:26 An insight into launching a firm; 07:06 What he's working on today; 13:37 What to pay attention to while investing into a new project; 19:45 Things to look out for while approaching different types of projects; 28:55 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Losing a project due to the council changing their mind. Digital Resource: Business of Architecture Podcast. Most Recommended Book: Books by Matt Haig and Simon Sinek. Daily Habit: Regular quiet time in the morning. #1 Insight for designing communities: Making sure to engage and listen to your community.. Best place to grab a bite in Denver, CO: Tavernetta.   Contact Otis: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Matt Aitchison is an esteemed hotelier, investment syndicator, and highly sought-after speaker within the real estate industry. With an impressive background that encompasses diverse accomplishments, Matt's journey began after graduating from UC Santa Barbara, where he embarked on a successful career as a Realtor. Through unwavering determination and work ethic, he cultivated a Top 1000 real estate team in the U.S., as recognized by the Wall Street Journal. Quickly recognizing that traditional real estate practices alone wouldn't unlock his desired financial freedom, Matt made a pivotal decision to go all in on real estate investing. Since then, he has amassed extensive experience, flipping and wholesaling hundreds of houses while concurrently scaling his passive income portfolio. After shifting his focus full time to commercial and hospitality assets, his portfolio now encompasses retail strip centers, medical plazas, apartment buildings, and hotels. Presently, Matt is the Founder and CEO of Imagos Hospitality Group, which specializes in the innovation and evolution of boutique hotels, guest and dining experiences. By strategically capitalizing on his deep industry knowledge, he consistently identifies compelling investment opportunities that yield remarkable returns in the hospitality space.   In this episode, we talked to Matt about how he built up his portfolio, how to get a clear vision in your investing goals, commercial real estate and the challenges for new investors, his Foundations course, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Commercial Real Estate;   02:23 Matt's background; 06:34 How he built up his portfolio; 12:47 How to get a clear vision in your investing goals; 18:39 An insight into commercial real estate; 23:34 Challenges for new investors in commercial real estate; 26:31 About his Foundations course; 27:40 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Getting into the hospitality sector, which was an uncharted territory for him. Digital Resource: His Wise Investor Collective website. Most Recommended Book: 10x Is Easier Than 2x. Daily Habit: Planning out his top 5 goals for the day, as well as scheduling his habits. #1 Insight for scaling into commercial real estate: Don't worry about all the things you need to learn, make sure you learn what an actual deal looks like. Best place to grab a bite in Sacramento, CA: Ella Dining Room & Bar.   Contact Matt: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.