Target Market Insights helps real estate investors with the market research and marketing tips they need to grow the real estate portfolio. Each week, John Casmon speaks with a multifamily or marketing specialist to talk about emerging markets, market research, marketing, branding and useful tips fo…
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Listeners of Target Market Insights: Multifamily Real Estate Marketing Tips that love the show mention:The Target Market Insights: Multifamily Real Estate Marketing Tips podcast is a must-listen for anyone interested in multifamily real estate investing. Hosted by John Casmon, this podcast provides valuable insights and tips for investors and operators looking to improve their strategies in the market.
One of the best aspects of this podcast is the authentic and natural flow of conversation. The show feels like a genuine conversation between John and his guests, creating an engaging listening experience. The guests on the show are experts in their fields and provide deep insights into their specialty areas, offering listeners a wealth of knowledge to apply to their own investments.
Another standout aspect of this podcast is John's dedication to collaboration, knowledge sharing, and supporting other investors. His desire to collaborate with others shines through in each episode, as he seeks out expert guests and asks thoughtful questions that elicit valuable insights. This collaborative approach creates a supportive community of listeners who can learn from each other's experiences.
The worst aspect of this podcast is difficult to identify, as it consistently delivers great value and informative content. However, some listeners may prefer shorter episodes, as the podcast typically ranges from 30-40 minutes in length. However, considering the depth of information provided by John and his guests within this timeframe, the length can be seen as a positive aspect for those seeking substantial insights.
In conclusion, The Target Market Insights: Multifamily Real Estate Marketing Tips podcast is a highly informative resource for multifamily investors and operators. With its authentic conversations, deep insights from expert guests, and John's dedication to collaboration and support within the industry, this podcast offers valuable knowledge and inspiration for anyone looking to grow their portfolio. Whether you're new to multifamily investing or a seasoned investor, this podcast is definitely worth tuning into for practical tips and market research that will help you succeed in the industry.
Greg Mohr is a former corporate executive turned consultant who achieved financial freedom through franchising. With over 15 years of experience in the restaurant industry, including working alongside a Master Franchisor, Greg specializes in helping ambitious entrepreneurs find the perfect franchise fit or transform their current business into a franchise. His focused, streamlined process eliminates confusion, offering tailored guidance based on extensive research and analysis of hundreds of franchise opportunities. As the author of the *Wall Street Journal* bestselling book *Real Freedom* and host of the *Franchise Maven Podcast*, Greg is a recognized thought leader in franchising. Twice named Franchise Consultant of the Year and a four-time Top 10 Franchise Consultant, he is dedicated to empowering others to achieve entrepreneurial success. In this episode, we talked to Greg about the pros and cons of running your own business versus a franchise, franchise consultants and how they are useful for succeeding, five common questions asked by incoming investors, certain franchise industries that would be a perfect match for real estate investors, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Franchising Industry; 02:12 Greg's background; 08:01 Running your own business vs. a franchise; 13:31 An insight into franchise consultants; 17:27 Five common questions asked by newcomers; 20:45 Franchise industries that match real estate investors; 24:52 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Being laid off before he started his franchise business. Digital Resource: PodcastAI. Most Recommended Book: Retirement Money Secrets. Daily Habit: Organizing the time to do work, and the time to take a walk and relax. #1 Insight for succeeding as a franchise owner: Networking with other franchise owners, mentoring, and being mentored. Contact Greg: Website | Podcast Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Shane Thomas is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+. Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst's processes are best-in-class. Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology. In this episode, we talked to Shane about, the lessons he learned from his initial investments, his transition from a limited partner to a general partnership, what it takes to be a good syndicator or operator, adapting the right business plan for every deal uniquely, key things to look at while preparing that business plan, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Downside Protection in Multifamily Syndication; 02:27 Shane's background; 14:21 Lessons he learned from initial investments; 17:41 When he transitioned from limited to general partnership; 19:47 What it takes to be a good syndicator or operator; 24:22 Adapting the right business plan for every deal; 30:24 The key things to look at while preparing the business plan; 34:08 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not capitalizing the deals as well as they needed to be in his early deals. Digital Resource: Slack, Asana, and similar communication tools. Most Recommended Book: Who Not How. Daily Habit: Writing the top 3 things to accomplish every day, first thing. #1 Insight for scaling a multifamily investing firm: Finding the right people to delegate certain tasks is key to success. Best place to grab a bite in Houston, TX: Uchi. Contact Shane: 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.
Karl Krauskopf is a seasoned real estate investor based in Seattle, Washington, known for his expertise in acquiring and renovating undervalued properties in high-growth markets. Beginning his career flipping houses, Karl transitioned to repositioning multifamily properties in late 2021, leveraging private capital to scale his portfolio. His focus on providing high-quality housing for both high-income earners and family-oriented tenants has resulted in exceptional performance, with less than 0.5% of past-due rent across his portfolio. With an MBA from Palm Beach Atlantic University, Karl brings a strategic mindset shaped by his decade-long leadership in business development for a $100M healthcare services company. An endurance athlete, he has completed ultramarathons and climbed iconic peaks like Mt. Rainier. In this episode, we talked to Karl about his portfolio and the art of managing it, how to adapt to changes in the real estate market, advice for newcomers in multifamily real estate syndication, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Multifamily Investment; 02:38 Karl's background; 12:10 An insight into how he manages his portfolio; 14:02 His adaptation to changes in the market; 23:06 Advice for newcomers; 26:19 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Lack of due diligence in one of his early deals.. Digital Resource: City-data.com and any kind of AI language model. Most Recommended Book: Bold. Daily Habit: Running and exercising. #1 Insight for scaling a multifamily business: Leveraging other people's time. Best place to grab a bite in Seattle, WA: Bai Tong Thai. Contact Karl: Website | LinkedIn Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
John Wei is the founder and CEO of Astutequity Holdings, LLC., a real estate investment firm headquartered in California. As CEO, he is responsible for developing and executing the company's long-term objectives, growth strategies, and initiatives as well as managing day-to-day operations. As of 2024, Astutequity Holdings has acquired over $80 Million of assets and a little over 600 units. The firm focuses on capital preservation while striving to return strong, risk-adjusted cash on cash to investors. Astutequity capitalizes its projects with high-net-worth investors. Within the real estate industry, Astutequity specializes in value-added real estate and exhibits expertise in extracting maximum value from every asset it acquires. Rather than attempting to play cycle timing, the firm strives to acquire excellent apartment communities within well-located submarkets in Dallas Fort Worth. In this episode, we talked to John about out-of-state property management, the importance of patience and consistency, his current real estate portfolio, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Property Management; 02:19 John's background; 12:26 An insight into patience and consistency; 15:15 John's current portfolio; 15:56 An insight into out-of-state property management; 18:50 Tips on managing a real estate business; 24:15 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: His investment on a 14-unit property. Digital Resource: Podcasts. Most Recommended Book: Best Ever Apartment Syndication Book. Daily Habit: Working out. #1 Insight for managing properties out of state: Having a trustworthy partner in the area is key. Best place to grab a bite in Orlando, FL: Prato. 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.
Shauna the Tax Goddess, CPA, MTax, CTC, CTS, is a two-time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 65 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought-after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Before starting her own company, Shauna had garnered experience and sharpened her skills working with leading corporations such as KPMG and American Express. She is a Certified Public Accountant (AZ) with a master's degree in Taxation and is ranked in the top 1% of Tax Strategists in the entire country (per AICTC). Her resourcefulness and mastery in her field have led her to be featured by numerous top broadcast media platforms such as Forbes, CNN Money, Daily Herald, Big News Network, Entrepreneur, CBS, FOX, ABC, Sonoran Living, The List, The Connect Show, The Arizona Republic and many more! In this episode, we talked to Shauna about finding the right tax professional for your situation, tax preparer versus a tax strategist, available options to save on taxes, her book “The 6% Life”, how CPAs and tax strategists collaborate, tax strategies for real estate investors, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Tax Strategies; 02:18 Shauna's background; 05:44 Seeking the right tax professional; 11:57 Tax preparer vs. tax strategist; 14:24 Options to save on taxes; 18:35 About her book, "The 6% Life"; 22:59 How tax strategists and CPAs collaborate; 27:05 Tax strategies for real estate investors; 32:03 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Running out of money frequently earlier. Digital Resource: Cash Goblin. Most Recommended Book: The 4-Hour Workweek. Daily Habit: Getting up early and spending time with her pets. #1 Insight for saving on your taxes: If you have kids, it's all about them. Contact Shauna: 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.
Chris Grenzig, founder of JAG Capital Partners, brings a wealth of multifamily real estate expertise to the Jacksonville and Orlando areas. From 2016 to 2020, Chris worked with Toro Real Estate Partners, helping acquire over 4,000 units across 23 properties. During his last three years there, he expanded the company's Florida portfolio from 0 to 1,000 units across seven properties in Jacksonville. In 2020, Chris launched JAG Capital Partners as a vertically integrated real estate company focused on value-add multifamily properties in Jacksonville. Since then, he has acquired and managed over 150 units, currently holding 51. In January 2024, Chris opened JAG Property Management to serve other residential property owners, providing management for single-family homes, condos, townhomes, and multifamily units from 1 to 80 units. In this episode, we talked to Chris about managing properties and real estate portfolios, common challenges he faces and how he resolves them, tips for investors making new acquisitions, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Property Management; 02:30 Chris' background; 11:57 Common challenges he sees with real estate portfolios; 24:14 Tips for investors making new acquisitions; 28:17 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: A triplex he invested in turned out to be way more costly than he expected, but he learned many lessons along the way. Digital Resource: Podcasts. Most Recommended Book: The ONE Thing & Essentialism. Daily Habit: Using a to-do list application to prioritize emails. #1 Insight for managing properties: Doing the work in a timely passion. Best place to grab a bite in Orlando, FL: Prato. Contact Chris: Property Management Website Capital Investing 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.
Joseph Kimbrough, founder of Apex Real Estate Investments, brings his lifelong pursuit of excellence from the basketball court and U.S. Marine Corps to the world of multifamily real estate. Joseph focuses on Texas and the Southeast, connecting high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to lucrative multifamily investments that drive generational wealth. Joseph, a Dallas native, had a passion for business, which led him to real estate in 2019, starting as a professional deal finder. His commitment to equity and growth soon propelled him into multifamily investments. At Apex, Joseph's mission is clear: deliver exceptional returns by collaborating with top operators and sponsor groups, ensuring long-term financial success for his investors. In this episode, we talked to Joseph about real estate funds, wholesaling and launching them, about his own fund, common questions from potential investors, strategies to bring in more of them, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Real Estate Funds; 02:18 Joseph's background; 04:20 Wholesaling and launching a fund; 10:07 An insight into his fund; 15:31 Questions he receives by potential investors; 19:37 Strategies to bring in investors; 26:13 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Investing in a property that did not pay distributions for a long time. Digital Resource: Alux. Most Recommended Book: How to Be Rich. Daily Habit: Reading something that provides him more wisdom. #1 Insight for investing in a fund: Know the operator, and understand where your money will be at. Best place to grab a bite in Dallas, TX: Frisco Gun Club & The Queen of Sheeba. Contact Joseph: LinkedIn Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Jeremy Dyer is the founder of Starting Point Capital, where he helps high-performing sales professionals, small business owners, and franchise owners generate passive income, diversify their investment portfolios, and reduce tax liabilities through real estate investments. An active real estate investor since 2012 and a passive investor since 2015, Jeremy has raised tens of millions of dollars for multifamily real estate syndications and personally invests his own capital and time into each deal he sources, ensuring alignment with his clients' interests. Motivated by his own need for passive income and tax reduction early in his career, Jeremy discovered that multifamily real estate offers significant ROI and tax advantages compared to traditional 401k plans. His passion for educating others on these benefits led him to establish Starting Point Capital as a way to guide clients in achieving financial growth through real estate syndications. In this episode, we talked to Jeremy about jumping through obstacles as first-time investors, best-in-class sponsors, his insights and lessons learned on syndication deals, passive investing, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Passive Investing; 02:36 Jeremy's background; 07:54 Tips for jumping through obstacles for first-time investors; 16:53 An insight into best-in-class sponsors; 26:15 Lessons he learned via syndication deals; 29:29 An insight into capital calls; 34:55 Round of Insights; 38:56 Advice for passive investors Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Losing his college tuition while investing in stocks during the dot-com bubble. Digital Resource: LinkedIn. Most Recommended Book: The Hands-Off Investor and his upcoming book, The Fundamental Investor. Daily Habit: Running. #1 Insight for investing as a limited partner: Educating yourself and doing your due diligence is key to take the right action. Best place to grab a bite in Minneapolis, MN: The Butcher's Tale. Contact Jeremy: 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.
Lisa Benson is the founder of DeBella DeBall Designs, a digital marketing agency dedicated to helping veteran entrepreneurs and small business owners grow and scale their ventures. Her journey began in the Army, where she developed leadership skills and resilience that now shape her approach to business. Leveraging her background in communication, management, and public administration, Lisa transitioned into entrepreneurship, specializing in strategic marketing. With a bachelor's in Management and a Master's in Public Administration, Lisa has deep expertise in marketing automation, social media strategy, and business development. At DeBella DeBall Designs, she crafts personalized marketing solutions that drive sustainable growth and streamline operations. Lisa is passionate about supporting veterans, especially those facing challenges like PTSD, and empowering entrepreneurs to thrive using data-driven strategies. In this episode, we talked to Lisa about scaling a business and the challenges that come with it, connecting to your audience as an entrepreneur, leadership and empathy, veterans and the mission of her company, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Marketing and Scaling Businesses; 02:18 Lisa's background; 10:37 The importance of benefits over features; 12:37 Challenges in scaling a business; 16:34 Tips for entrepreneurs on connecting with their audience; 24:04 An insight for leaders and to lead with empathy; 25:44 Her focus on the veterans; 30:22 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Having issues with paying for her education, eventually allowing her to be where she is today. Digital Resource: Her planner, which she calls “The Best Planner Ever”. Most Recommended Book: 10x Is Easier Than 2x. Daily Habit: Listening to meditation, and having a power hour where she works on her business. #1 Insight for leveraging marketing to scale your business: Consistency is key. Best place to grab a bite in Fort Hood, TX: Kempner Brick Oven. Contact Lisa: 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.
Tommy Harr, born and raised in Columbus, Ohio, leveraged his background in home inspection and blue-collar skills to build a successful career in real estate investing. After playing college athletics and graduating, Tommy initially followed in his father's footsteps as a home inspector but soon discovered the potential of real estate investing. By applying his hands-on expertise to property wholesaling, flipping, and rentals, he reached millionaire status by 27, enabling him to retire his mother and, eventually, his wife. Today, Tommy continues to expand his rental portfolio while teaching others nationwide how to achieve financial freedom through real estate. He shares insights and strategies through his Instagram and social media, helping others make the most of their skillsets in real estate. In this episode, we talked to Tommy about his first ever deal, what to look for in a contractor, an insight into building the right team, the importance of systems and processes, diversifying investments, social media and how to leverage it,, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Scaling Real Estate Businesses; 02:03 Tommy's background; 06:05 His first ever deal; 10:16 What to look for in a contractor; 12:35 An insight into building the right team; 17:12 The importance of systems and processes; 19:05 His approach in diversifying investments; 21:11 Leveraging social media the right way; 30:03 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: His physical injury and the opportunities for learning it brought to him. Digital Resource: A deal analyzer he created. Most Recommended Book: Who Not How. Daily Habit: Going to gym every day. #1 Insight for scaling a business: Invest in your people. Best place to grab a bite in Columbus, OH: Roosters. Contact Tommy: 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.
Andrew Bowen serves as Senior Vice President of Strategic Partnerships at LeaseLock. With over 30 years of industry experience, Bowen supports the company's strategic partnerships and provides industry-leading thought leadership. Prior to joining LeaseLock, Bowen spent 13 years at a leading real estate ERP provider. During his tenure there, he hosted a thought-provoking podcast series, featuring innovative investors and operators. For over a decade, his focus has been on the tools that help investors and operators of multifamily real estate drive yield through better leveraging data and analytics. Bowen is passionate about empowering groups that invest in multifamily real estate to leverage data to drive superior returns for investors. Considered one of the experts on revenue management in multifamily, he is a regularly featured speaker on both the webcast and conference circuit. Bowen started his career in rental housing while in college, which led to operating roles in growing hospitality and multifamily companies. He holds a Bachelor of Science in Aquatic Biology from the University of California at Santa Barbara. Outside of his passion for rental housing, Bowen enjoys spending time at the gym and at the lake with his wife of 25 years and his two sons. In this episode, we talked to Andrew about his company LeaseLock, asset optimization, the challenges property owners face, modern fraud methods and how to avoid them, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Vetting Residents; 02:15 Andrew's background; 08:57 An insight into asset optimization; 12:24 The challenges property owners are facing; 22:12 More about Andrew's company; 31:21 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Following his superior-by-title's instructions and not speaking up his mind about his vision regarding the business he was in, in the early days, causing a failure within the company. Digital Resource: Any identity and income verification apps. Most Recommended Book: The Daily Stoic. Daily Habit: Journaling daily. #1 Insight for vetting residents: Trust but verify. Best place to grab a bite in Dallas, TX: Loro. Contact Andrew: 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.
Keshav is the principal and founder of Clive Capital, a private equity firm based out of New York City. Clive Capital helps everyday investors, primarily tech employees, passively invest outside of the stock market into alternative assets including real estate, energy, small businesses, and more. So far, we have helped investors passively invest into over 1,000 apartments and 500 single family homes across 4 different markets in the U.S. Keshav is also a partner at Legacy Acquisitions, a real estate development firm focused on ground up construction of Build-to-Rent communities. In addition to his experience as an investor, Keshav is also the host of the Investing for Generational Wealth Podcast which helps investors understand the many opportunities available through alternative investments. Previous to founding Clive Capital, Keshav was a software engineer working at top tech companies, including Amazon and Facebook. In this episode, we talked to Keshav about the importance of the due diligence process, why one should invest in real estate besides other options, an insight into his fund for investors, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Passive Investment; 02:36 Keshav's background; 09:56 The importance of the due diligence process; 20:16 Why one should invest in real estate; 27:05 An insight into Keshav's fund for investors; 31:49 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: His very first investment. Digital Resource: His YouTube channel. Most Recommended Book: The Hands-Off Investor. Daily Habit: Planning the next day beforehand. #1 Insight for being a successful passive investor: Take your due diligence seriously and learn who you're investing with, what you're investing into, and properly understand it. Contact Keshav: 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.
Brandon Cobb is the owner of HBG Capital, a real estate firm specializing in providing investors with superior risk-adjusted returns and principal protection backed by real assets in Nashville's residential single-family sector. Through HBG Capital's construction arm, Brandon oversees new developments, land rehabilitation, and residential property projects. Additionally, HBG Holdings, the acquisition branch, works with local communities to rezone and redevelop land, aligning with community visions. Before transitioning into real estate, Brandon was a medical device sales representative. Today, he manages over $22 million annually in first-time homebuyer housing and build-to-rent communities. Featured in publications like REI Wealth, Realty 411, and Forbes, Brandon is passionate about using business as a tool to create memorable experiences with loved ones. In this episode, we talked to Brandon about, challenges in building new communities, what the passive investors should look out for, the right questions to ask before investing, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Community Developments; 02:19 Brandon's background; 21:10 Challenges in building new communities; 26:29 What the passive investors should look out for; 31:35 The right questions to ask; 35:25 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Trying to work on every job available within his work, and not creating a team. Most Recommended Book: 10x Is Easier Than 2x. Daily Habit: Working out, eating healthy and cold plunging. #1 Insight for investing in new developments: Meet with people, get on calls, trust your gut but also spend time with the people you're going to trust your money with. Best place to grab a bite in Nashville, TN: Sunda for asian cuisine, Eddie V's for seafood and Oak Steakhouse for steak. Contact Brandon: 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.
Arn Cenedella, founder of Spark Investment Group, is a real estate expert with more than four decades of experience, including 35 years as a Realtor navigating the unique real estate landscape in Silicon Valley, CA. Through these experiences, he developed a passion for helping others achieve their own financial freedom through investing in multifamily real estate syndications. Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. In addition, Arn is a limited partner in over 500 units located in the Southeast and Mountain West. Through Spark Investment Group, Arn is putting his decades of real estate expertise to work for his clients, helping them reach their goals and attain the lives they've always wanted to live. In this episode, we talked to Arn about the real estate market in 2024, retirement and his approach to “re-defining retirement”, his current real estate portfolio, his team and the key to its success, as well as what the future holds for them, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Long-Term Investments; 02:33 Arn's background; 03:43 An insight into the real estate market; 10:15 Re-defining retirement; 12:48 Arn's current real estate portfolio; 19:21 The key to success for his team; 26:28 What the future holds for him and his team; 28:06 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: The 2008 crisis affected his investments. Digital Resource: His mobile phone. Most Recommended Book: Best Ever Apartment Syndication Book. Daily Habit: Working out daily. #1 Insight for investing long-term: Live below your means, invest the difference, and therefore, be one step closer to financial freedom. Best place to grab a bite in Greenville, SC: Urban Wren. Contact Arn: 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.
Nicholas Johnson is the CEO of Orange Charger, a company focused on providing EV charging and energy management solutions for multifamily homes. He is dedicated to empowering people to live carbon-neutral lives without sacrificing their lifestyle. Before founding Orange Charger, Nicholas developed AI software to optimize traffic signals and reduce congestion. He began his career at Tesla as an electrical design engineer, where he played a key role in bringing the thermal designs for the Model 3 to market. Nicholas's passion for sustainable living and cutting-edge technology drives his mission to create solutions that make eco-friendly living accessible and seamless. In this episode, we talked to Nicholas about EV charging stations and their value proposition, the current landscape in the US with electric vehicles, the approach his company takes on building new charging stations, its cost and profitability, and much more. Announcement: Learn about our Apartment Investing Mastermind here. EV Charging Stations; 02:17 Nicholas' background; 06:29 The current landscape with electric vehicles; 11:42 Approach he's taking on building new charging stations; 19:46 The cost and profitability; 25:08 The value proposition for EV chargers; 28:10 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not enough due diligence and not picking the right people to work with in the early days. Digital Resource: Notion and Udemy. Most Recommended Book: The Grid. Daily Habit: Mindfulness practices and planning his schedule every morning. #1 Insight for investing in EV stations: It's an opportunity to add more value to an owned property. Best place to grab a bite in Western California: Sanchos. Contact Nicholas: 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.
Jeff Welgan has over 20 years of experience in the mortgage industry and real estate investing. Specializing in residential 1-4 unit conventional and non-conventional lending, Jeff is an expert in short, mid, and long-term rental strategies. His deep knowledge of financing has helped numerous clients, including notable real estate investors from BiggerPockets. As the loan officer and team leader behind Tony J. Robinson's real estate success, Jeff has been instrumental in scaling businesses and is the preferred lender for Amanda Han. Jeff's experience and insights make him a trusted resource in the world of real estate finance. In this episode, we talked to Jeff about the essentials to know about investing, down payment assistance programs, strategies for non-occupant investors and common mistakes people make, vetting potential partners and success for investors, understanding the importance of terms in any deal, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Cold Emailing; 02:20 Jeff's background; 03:53 Key principles every investor should know; 07:56 An insight into down payment assistance programs; 17:51 Strategies for non-occupant investors; 22:07 Common mistakes people make; 25:33 How to effectively vet potential partners; 29:11 Recipe for success for investors; 31:43 Round of Insights; 37:32 The importance of understanding the loan terms Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not doing the right job he would be successful at, at first. Digital Resource: Mortgage News Daily. Most Recommended Book: Your Next Five Moves & The Obstacle Is the Way. Daily Habit: Exercising and working ahead early in the morning. #1 Insight for getting the best loan for investment: Having a conversation to know where things stand is key. Most recommended tool for cold emailing: Larsen & The Cliff Restaurant. Contact Jeff: 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.
Adam Rosen is a world-traveling entrepreneur who founded a tech startup right out of college, which he successfully sold in 2019. He now leads his 7-figure cold email marketing agency, Email Outreach Company, helping over 50 clients—including billion-dollar firms—secure more sales appointments. Running his business from stunning locations around the world, Adam spends months in places like Positano, Hawaii, Florence, and Monaco. In January, Adam acquired *The Nomad Cloud*, a digital nomad newsletter, growing its subscriber base from 5,000 to over 200,000. Alongside his ventures, Adam also led sellouts of multi-million-dollar real estate developments and has coached hundreds of small business owners, continuing to share his entrepreneurial expertise globally. In this episode, we talked to Adam about cold emailing and the right approach to it, curating and fine-tuning the outreach content, his success stories with it, common mistakes made with it, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Cold Emailing; 02:18 Adam's background; 03:53 An insight into cold email and the right approach to it; 10:40 Curating the outreach; 15:31 A success story from cold emails; 20:22 Common mistakes made in cold emailing; 23:57 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: His first tech start-up. Digital Resource: Google Drive. Most Recommended Book: Built to Sell. Daily Habit: Journaling daily. #1 Insight for cold email marketing: Having the stomach to do it, it can work if it's done effectively, and having the proper infrastructure. Most recommended tool for cold emailing: Clay. Contact Adam: Website | Newsletter 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.
Blaine McLaughlin has spent 29 years in dentistry and is the owner of a successful multi-million-dollar practice. In addition to his dental career, Blaine is a seasoned real estate investor with ownership stakes in a $2.5 million commercial building, over 1,300 multifamily units in Dallas and Atlanta, and a build-to-rent project. Blaine's diverse investment portfolio also includes partial ownership in an RV park, showcasing his commitment to expanding his real estate endeavors. His expertise spans both healthcare and real estate, allowing him to achieve financial success across multiple industries. In this episode, we talked to Blaine about partnerships and what to look for while partnering up with someone, challenges he faced and the reasons he stayed in real estate regardless, his website, tips and advice for new investors, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Real Estate Investment; 01:56 Blaine's background; 09:45 What to look for in a partner; 14:07 Challenges he faced and the reasons he stayed in real estate; 23:02 An insight into his website; 24:47 Tips and advice for new investors; 25:56 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Failure in a course teaching him a valuable lesson on how to make things better. Digital Resource: REPStracker. Most Recommended Book: The Slight Edge. Daily Habit: Working out every day to reduce stress and refocus. #1 Insight for real estate investing: Do it now and don't waste time, don't postpone your investment plans. Best place to grab a bite in Cedar Rapids, IA: WineStyles Wine Bar. Contact Blaine: Website | Podcast Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Vessi Kapoulian is the Founder of Dream Believe Achieve Capital Group, a Los Angeles-based real estate investment firm. Vessi helps high-achieving professionals who are tired of trading time for money generate passive income and create tax efficiencies through well-vetted, cash-flowing commercial real estate investments. She began her real estate journey in 2017 and now manages a portfolio of properties in Florida, Tennessee, and Georgia, totaling approximately $50 million in assets under management. With a background in commercial lending and business management, Vessi takes a conservative, analytical approach to assessing risk and maximizing returns. She is passionate about helping others achieve financial freedom and is a frequent speaker at real estate meetups and podcasts. Vessi holds a Bachelor's degree from the University of Arkansas and an MBA from Northwestern University. In this episode, we talked to Vessi about her journey to the US from Bulgaria, her approach to investing in multifamily and the key mistakes that are made by investors, her live course and program, her company, the DBA Capital Group, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Real Estate Investment; 02:13 Vessi's background; 16:38 Her approach to investing; 20:02 Key mistakes made in multifamily; 25:07 About Vessi's live course and program; 26:07 About DBA Capital Group; 27:58 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: An earlier investment requiring more renovation taught her to be stricter with due diligence. Digital Resource: Calendly. Most Recommended Book: Think and Grow Rich. Daily Habit: Enjoying the morning silence and praying. #1 Insight for transitioning from a W2 job into a full-time real estate investor: Fiscal responsibility and education. Best place to grab a bite in Los Angeles, CA: Green Table Cafe. Contact Vessi: 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.
Kurt Volkman is an Associate Principal at HED, one of the largest architecture and engineering firms in the U.S., specializing in the Multi-Family Housing and Mixed-Use sector. With over 30 years of architectural experience, Kurt has held leadership roles at renowned firms like Valerio Dewalt Train and Legat Architects before joining HED in 2022. He is known for his innovative approach to urban planning, focusing on sustainability and wellness through evidence-based design. A thought leader in the industry, Kurt's writings have been featured in publications such as NAIOP magazine, Fortune, and Planetizen. He has also spoken at major industry events, including the Chicago Build Expo 2024, where he addressed key issues like affordable housing and the evolution of mixed-use spaces. In this episode, we talked to Kurt about standing out and not making mistakes as investors, affordable housing and development, how the overall process works, factors that drive the higher retention rate, best use cases for a piece of land or property, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Design & Architecture; 02:20 Kurt's background; 05:37 Tips on standing out and not making mistakes as investors; 10:55 An insight into affordable housing and development; 21:31 An insight into the overall process; 22:58 Factors that drive the higher retention rate; 25:01 Determining the best use for a piece of land/property; 28:00 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: The Wolf Point Master Plan project he got involved where he had the plan but not the final project. Digital Resource: Google Maps. Most Recommended Book: Reading data on https://uli.org/. Daily Habit: Spending 15 minutes a day researching something new. #1 Insight for real estate design: Listening and understanding what the client wants exactly is critical. Best place to grab a bite in Chicago, IL: Kuma's Corner. Contact Kurt: Website | LinkedIn Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Jason Wright is a speaker, author, entrepreneur, limited partner real estate investor, podcast host and digital marketing architect with a passion for helping other business owners with their sales funnels. Jason prides himself on his ability to connect with people and speak to them in a language they understand. Jason is able to design successful marketing automation machines all while keeping a positive attitude and sense of humor along the way. In this episode, we talked to Jason about his switch from corporate America to entrepreneurship and his tips on gaining time freedom, the importance of using CRM systems and where to start, his investment strategies, common mistakes made with CRM systems, and much more. Announcement: Learn about our Apartment Investing Mastermind here. CRM Systems; 02:11 Jason's background; 05:33 Tips for gaining time freedom; 10:25 The importance of using a CRM system; 13:58 Where to start to create the CRM framework; 17:40 An insight into his investment strategy; 21:02 Common mistakes made while setting up CRM; 24:51 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Trying to do everything himself after building his first business. Digital Resource: Calendly. Most Recommended Book: How to Win Friends & Influence People. Daily Habit: Waking up at 09:00, making coffee, and staring at palm trees under Georgian sunshine. #1 Insight for leveraging a CRM system: Using it as frequently as possible to get better at it. Best place to grab a bite: Any seafood place in Amelia Island, Florida. Contact Jason: 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.
Dan French is the managing director of ATX Acquisitions, where he has played a pivotal role in deals totaling over $2 billion in assets under management, delivering more than $1 billion in returns to investors. In addition to his leadership at ATX, Dan serves as CEO of ResProp, a real estate private equity and property management firm, overseeing the operation of over 15,000 apartments and properties. With a keen eye for identifying lucrative opportunities in a dynamic market, Dan combines his expertise in real estate with a passion for technology, transforming industry standards in property management. His focus on team building, continuous learning, and innovative solutions has made him a leader in the multifamily residential real estate space. In this episode, we talked to Dan about his experience in public service and about serving the community, his company ATX Acquisitions, his insight into buying opportunities, leverage on closing more transactions, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Real Estate Acquisitions; 02:22 Dan's background; 12:00 Serving the community; 14:52 About his company ATX; 18:52 An insight into buying opportunities; 23:58 Tips on closing more transactions; 29:08 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not being able to win his higher-office run, therefore switching to real estate full time. Digital Resource: Any useful calendar app. Most Recommended Book: Berkshire Hathaway Letters to Shareholders. Daily Habit: Prayer and working out. #1 Insight for leading a large real estate business: Getting out of the way of your team, serving them and boosting them up. Best place to grab a bite in Austin, TX: Franklin Barbecue. Contact Dan: Website | LinkedIn Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Clay Hepler is a seven figure land investor with over a hundred transactions completed. His company buys, sells and develops rural recreational land across the US. He is the founder of Landman, a leading podcast and newsletter in the land investment world. He is also the founder of the Landman Accelerator, the top course and community on how to build a six figure land investing business. He became a land investor out of necessity. This was never a side hustle for him. In 2022 his wife's company went under the day before Thanksgiving - a company that paid the bills as he was building a multifamily real estate portfolio in Pittsburgh. And as he approached one of the most important years of our lives - having to pay for our wedding, his honeymoon, a new house, our daily lives and a newly purchased vacation rental property with a huge overhead staring us in the face, he had to make lots of money, very fast. Through land investing he was able to “build the plane on the way down,” as he and wife were plummeting toward what seemed like inevitable bankruptcy. He was able to pay for my life, and more - and set his family up for financial stability. Realizing financial stability and ultimately - financial freedom, is possible through land investing. In this episode, we talked to Clay about his transition from multifamily to land investing, his market strategy, how to source the important data and information he acquires, the best approach regarding self-development versus acquiring the land for resale, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Land Investment; 02:31 Clay's background; 10:02 His transition from multifamily to land investing; 19:04 An insight into his market strategy; 22:50 His sources for critical data; 27:29 Self-development vs. acquiring land for resale; 33:00 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Making a bad purchase in the past, being an emotional purchase rather than strategic. Digital Resource: X. Most Recommended Book: The 15 Commitments of Conscious Leadership. Daily Habit: Planning the day early in the morning. #1 Insight for being a successful land investor: Figuring out what your business needs instead of copying other investors' strategies is the key to success. Best place to grab a bite in Pittsburgh, PA: Out of the Fire Cafe. Contact Clayton: Website | Twitter 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.
Ginger is a Real Estate and mortgage Broker and CEO of Golden Canyon Properties, Inc., a builder/developer and CEO of Hammer and Lace Design and remodeling. She has flipped over 52 properties, 2 featured on HGTV, Airbnb Super Host, Land Lady/Banker. Starting in multi-unit family rentals in 1994, she now is learning commercial as a member of the J. Scott Scheel Diamond inner Circle Commercial Academy and has extensive training with the FortuneBuilders Real Estate Network. Founder of the San Francisco (SF) Bay Meetup Group, and Women's Wealth Network, both founded in the San Francisco Bay area. In this episode, we talked to Ginger about identifying the right opportunities in the real estate market, standing out and reaching a broader audience, mentoring, and her real estate team, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Market Opportunities; 02:22 Ginger's background; 17:36 An insight into identifying the right opportunities; 21:21 Standing out and reaching a broader audience; 31:34 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Her situation during the mortgage crash. Digital Resource: CoStar. Most Recommended Book: Thou Shall Prosper. Daily Habit: Working out at the gym. #1 Insight for staying ahead of the market: Always be open to learning, learn from the best, and pay attention. Best place to grab a bite in Bay Area, CA: Uncle Yu's. Contact Ginger: Her website: https://www.goldencanyonproperties.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Dale Wills is an experienced real estate developer who has been involved in the industry for more than 25 years. He is the owner and founder of Centra Companies, and since 2011, he has overseen the development of more than 1,500 homes across 50+ projects totaling more than $500 million in project value. He recently established Centra Capital Partners, a real estate syndication company partnering with accredited investors to build wealth through the ground-up single-family home developments in the Midwest. The Centra team controls the developments from start-to-finish leveraging its industry experts to source, entitle, build, and sell each home, which allows them to control costs, control risk, and adhere to the schedule. In this episode, we talked to Dale about his business, how he scaled it, and the lessons he learned along the way, the challenges he faced in the meantime, his business model, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Developing Projects; 02:25 Dale' background; 12:07 Scaling the business and lessons learned along the way; 17:38 Challenges Dale had faced and how he overcame them; 19:56 An insight into Dale's business model; 27:52 Round of Insights; Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Failing his business he started in the 90s due to 9/11, thus learning to understand finances properly. Digital Resource: ninety.io. Most Recommended Book: Who Not How. Daily Habit: Following his daily routine: working out, spiritual work, and planning the day. #1 Insight for building new development projects: Staying agile and knowing what's happening in the market. Contact Dale: Website | LinkedIn Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Denis Shapiro began investing in real estate in 2012 when the market was just beginning to recover from the GFC (Global Financial Crisis). He built a cash-flowing portfolio including many alternative assets, such as Note and ATM funds, mobile home parks, life insurance policies, tech start-ups, Industrial property, short-term rentals, affordable housing communities, and more. He co-founded an investment club for accredited investors in 2019. Following the success of his investor club he launched SIH Capital Group. Denis also wrote The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways in 2021. His book is based on his own experience becoming a successful alternative asset investor and interviews with some of the best alternative asset investors in business today. In this episode, we talked to Denis about building a portfolio and the lessons he learned from it, operators and what they have in common, affordable housing and LIHTC, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Investment Opportunities; 02:23 Denis' background; 11:20 Lessons learned from building a portfolio; 16:51 The one thing all great operators have in common; 28:05 An insight into affordable housing; 32:47 Round of Insights; Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: A Ponzi scheme he invested in. Digital Resource: Asana. Most Recommended Book: The Alternative Investment Almanac. Daily Habit: Working out and doing crossfit. #1 Insight for vetting investment opportunities: Having a good relationship with operators. Best place to grab a bite in New Jersey: Marina Grille. Contact Denis; Website: https://sihcapitalgroup.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Catie Lawrence is a dedicated realtor, real estate investor, and Airbnb Super Host who transitioned to real estate full-time after leaving her W-2 job in September 2021. This decision allowed her to focus on building a life she loves, leading her to relocate to Fraser, Colorado, where she now helps clients find their ideal homes, whether in the Denver Metro area or the mountains. Since starting her real estate investment business, Happy Homes Ltd, in 2015 with her husband, Catie has flipped, renovated, and rented 11 properties, including managing both short-term and mid-term rentals. She is passionate about helping others achieve financial freedom through real estate and is committed to assisting clients with their real estate needs, from buying and selling homes to managing investment properties. In this episode, we talked to Catie about her approach to each project and financial independence, her life now with working on real estate full-time, the future of her business, tips on managing contractors, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Managing Business and Time; 02:19 Catie's background; 08:51 Her approach to each project; 11:46 Her approach to financial independence; 15:18 Her life now with full-time real estate; 17:47 The future of her business; 19:22 Pieces of advice from Catie in retrospect; 25:43 Round of Insights; 28:29 Tips on managing contractors; Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Her inability to advocate for herself in the beginning. Digital Resource: Personal Capital. Most Recommended Book: I Will Teach You To Be Rich. Daily Habit: Yoga. #1 Insight for managing your business: What gets measured, matters. Understanding your money and your money goals is key. Best place to grab a bite in Denver, CO: Spice Room. Contact Catie: Website | LinkedIn | 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.
Matthew E. Drane is an experienced commercial real estate executive, broker, and investor for +12 years. As a dedicated career coach, he specializes in training and mentoring hundreds of sales professionals for national commercial real estate brokerages and has contributed to the growth of several organizations, including two Fortune 500 companies. Throughout his career, he has consistently achieved results by collaborating with hundreds of investment sales professionals and loan originators nationwide in order to successfully close +$550MM of sales and hundreds of transactions. By leveraging his expertise in sales and business development, he has earned an impressive track record of closing multi-million dollar transactions and managing client relationships throughout the U.S., Middle East, and Europe. Recognizing the importance of continuous growth and development, he advises Commercial Real Estate Professionals to enhance their skills, broaden their knowledge, and excel in their careers. He is passionate about coaching and mentoring which birthed Revolt CRE, a tailored community with coaching and mentorship to empower individuals in overcoming challenges, refine their strategies, and thrive in the competitive commercial real estate industry. With a focus on fostering collaboration and cultivating a winning mindset, Revolt CRE will equip members with the tools and techniques needed to excel. By providing best practices, effective negotiation strategies, and client relationship management skills, you will unlock your full potential and achieve remarkable results. In this episode, we talked to Matthew about his background as an investor, his “would-be” advice to his former self and to all new investors, gaining credibility in the eyes of brokers, tips on ensuring that the deals go through without breaking down, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Real Estate Investment; 02:18 Matthew's background; 08:15 Pieces of advice from Matthew in retrospect; 16:37 Tips for new investors regarding further credibility; 24:40 Ensuring that deals go through; 29:22 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Certain venture businesses he started earlier that were failed, and taught him further. Digital Resource: LandGlide. Most Recommended Book: 10x Is Better Than 2x. Daily Habit: His morning habits: listening to a podcast, meditation and praying. #1 Insight to stand out with brokers: Always responding to deals provided to the investor, doesn't matter if one's interested or not, thus being communicative with them. Best place to grab a bite in Columbus, OH: The Barn. Contact Matthew: Website | LinkedIn Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Lawrence Dunning, born and raised in London, England, has forged a diverse and accomplished career. With an MBA from the University of Exeter, he started in the fast-paced world of derivatives trading, working across London, Amsterdam, and New York before settling in Chicago. However, driven by a passion for martial arts, he left his lucrative trading career to pursue professional MMA, winning titles and competing internationally. Alongside his MMA journey, Lawrence earned a 2nd Degree Jiujitsu Black Belt and achieved his goal of running marathons on all seven continents. Now a top 1% Chicago real estate broker and author of "The Forgotten Asset Class" Lawrence focuses on expanding his real estate team while embracing fatherhood and sharing his insights through his podcast. In this episode, we talked to Lawrence about reaching out to brokers for deals, his book "The Forgotten Asset Class", how he approaches different asset classes, his advice for scaling a portfolio and building strong relationships, and much more. Announcement: Learn about our Apartment Investing Mastermind here. From MMA to MBA to CRE: Lawrence Dunning's Path to Real Estate Success; 02:33 Lawrence's background; 11:20 What it took Lawrence to build his background; 13:31 The common questions he gets from investors; 15:45 His advice on the on-site teams and investing in out-of-state markets; 20:27 What kind of deals he's looking for today; 23:44 An insight into his book; 29:52 Round of Insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not planning ahead. Digital Resource: Media outlets outside your specialty. Most Recommended Book: The Fountainhead & The ONE Thing. Daily Habit: Cold plunging. #1 Insight for investing out of state: Knowing what you want to achieve, proper research, and finding the right people are keys to success. Best place to grab a bite in Cedar Lake, IN: Lighthouse. Contact Lawrence: LinkedIn | Instagram His Book: The Forgotten Asset Class 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.
Ron Koenigsberg is a highly successful real estate broker with several decades of experience in sales and service. He is the founder and owner of American Investment Properties, Inc., a New York-based commercial real estate brokerage firm and recipient of the 2017 Long Island Business News Commercial Broker of the Year. Ron holds a bachelor's degree in Accounting from American University and a master's degree in Real Estate Development from New York University. He was honored to be recognized in 2015 as a CCIM (Certified Commercial Investment Member) by the CCIM Institute, an elite designation held by only six percent of commercial real estate practitioners. Ron is the author of the Power Broker: how to be successful in business and life, an indispensable guide to learning and utilizing classic sales and interpersonal skills. In this episode, we talked to Ron about reaching out to brokers for deals, his book Power Broker, and about active listening. We also discussed how he approaches different asset classes, his advice for scaling a portfolio, building strong relationships, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Becoming a Power Broker; 02:52 Ron's background; 19:22 How to reach out to brokers for deals; 22:58 Ron's book, and about active listening; 27:56 How he approaches different asset classes; 30:53 Advice for scaling a portfolio and building strong relationships; 33:34 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: The deals he lost and learned lessons from. Digital Resource: CoStar. Most Recommended Book: Never Split the Difference. Daily Habit: Working out 3-4 days a week. #1 Insight for standing out with brokers: Being friends with them and caring about relationships. Contact Ron: His Book: Power Broker Website: https://www.ronkoenigsberg.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Victoria and Marvin McGuire are real estate investors based in St. Petersburg, Florida, and co-founders of Heartsill Capital Partners. Starting their real estate journey in the early 2000s, they transitioned to larger multifamily investments to help people achieve financial freedom and build legacy wealth. Victoria, a seasoned real estate agent since 2005, is an expert in her field, known for educating new investors and hosting the "Living in Tampa" YouTube channel. She holds a degree in Business Administration from the University of Georgia. Marv, a Navy veteran and former IT sales executive, brings a wealth of experience in building authentic relationships and driving growth. Together, they focus on high-value investments in Florida, Georgia, South Carolina, and Texas, while raising their four children and enjoying life in Tampa Bay. In this episode, we talked to Victoria and Marvin about their approach to business, how they work together as a team, tips for couples looking into creating an investment portfolio, the markets they are invested in and what they are looking for in any market, what does the future hold for the couple, investment tips for people who are close to retirement, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Multifamily Investing Close to Retirement; 02:14 Victoria and Marvin's background; 11:13 Their approach to business and how they work as a team; 17:17 Tips for couples looking into creating an investment portfolio together; 18:20 The markets they are invested in and what they are looking for; 20:15 What does the future hold for Victoria and Marvin; 22:23 Investment tips for people who are close to retirement; 24:41 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not working with the right partners at first. Digital Resource: Podcasts. Most Recommended Book: The Obstacle is the Way. Daily Habit: Exercising daily and together, planning their business goals and targets. #1 Insight for transitioning into commercial multifamily real estate: Taking action to find partners, networking, etc. Best place to grab a bite in Tampa, FL: Wicked Cantina. Contact Victoria and Marvin: Website: https://heartsillcapitalpartners.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Steven Weinstock, Principal of WE Capital LLC, is a seasoned real estate professional with nearly two decades of experience. Since his first investment in 2001, Steven has built a diverse portfolio focused on multi-family assets, leveraging his strategic expertise to maximize property value and deliver consistent returns to investors. His commitment to transparent and communicative relationships ensures investors are well-informed throughout their investment journey. Based in Brooklyn, NY, Steven has successfully executed strategic initiatives across multiple states, including Ohio, Kentucky, and Texas. Beyond real estate, Steven is dedicated to his community, actively volunteering alongside his wife and seven children, embodying the values of integrity and excellence that define WE Capital LLC. In this episode, we talked to Steven about the importance of patience in investing endeavors, identifying the right partner, his decision-making process while investing in other markets, how he manages c class assets that are further away from where he's located, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Multifamily Investment; 02:16 Steven's background; 03:11 Patience in investing; 10:09 How to identify the right partner; 14:31 Steven's decision-making process while investing in other markets; 19:18 How he manages C class assets that are almost 500 miles away; 23:28 Hiring a property management company vs. an on-site manager; 28:27 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Mistakes in earlier endeavors, e.g. not doing background checks on new tenants. Digital Resource: Podcasts. Most Recommended Book: Rich Dad Poor Dad. Daily Habit: Praying every morning and spending time with family before work. #1 Insight for scaling a multifamily portfolio: Finding the right partner to work with is key. Best place to grab a bite in NYC: Essen NY Deli. Contact Steven: Website: https://www.wecapitalx.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Lior Rozhansky, an Israeli-born but Boston-raised real estate professional, found his passion for real estate during a "gap year" in management consulting before heading to medical school. After purchasing a few investment properties, he transitioned from consulting to real estate, applying his skills in analytics and organization to every transaction. Known for providing clients with detailed financial projections and honest opinions, Lior serves a diverse range of clients in the Boston area, from city condo buyers to investors. As the leader of the Buy Boston Team and an active real estate investor, Lior is committed to helping others build wealth through real estate. He focuses on collaboration and education, guiding both clients and agents to success. Beyond real estate, Lior is detail-oriented and physically active, channeling his enthusiasm into early morning workouts, recreational sports, and creating content for multiple YouTube channels. In this episode, we talked to Lior about his projects and strategy, renovations for investors and his advice on that, his business today, what he's excited about the future, common questions he gets while partnering up with people, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Investing in Multifamily Renovations in Boston; 02:25 Lior's background; 04:20 His projects and strategy; 08:46 Advices on renovations for investors; 11:54 Lior's business today; 16:03 An insight into the whole process; 20:50 What the future holds for Lior; 23:19 Common questions Lior gets while partnering up; 26:44 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Partnering up with the wrong person in one of his early endeavors. Digital Resource: Asana. Most Recommended Book: The Peebles Principles. Daily Habit: Write down the critical tasks that need to get done, first thing every morning. #1 Insight for development: Right partnerships: Having the right people to team up with is absolutely critical. Best place to grab a bite in Toronto, ON: Committee. Contact Lior: Website: https://floracap.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Marcin Drozdz started investing in 2006 and has raised over $100 Million in private capital and secured another 9 figures in capital commitments with institutional investors. In the aftermath of the 2008 market crash, Marcin's team raised an 8-figure fund and acquired commercial properties in the US. Marcin's work has provided growth capital to numerous businesses and helped acquire over 1,600 apartment units across the US. Today, Marcin is the Managing Partner of M1 Real Capital where he and his team focus on making strategic acquisitions of businesses and real estate portfolios. When he's not on the lookout for opportunities, Marcin is teaching business owners and real estate investors how to raise capital and build a powerful personal brand that allows his clients to amplify (&seriously scale) everything else they do. In this episode, we talked to Marcin about creating more deals and opportunities, his framework on raising capital, tips and insights on attracting bigger investors, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Raising Capital; 02:18 Marcin's background; 12:02 An insight into creating more deals and opportunities; 20:46 Marcin's framework on raising capital; 29:12 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not pushing hard to raise more money within his initial attempt to raise capital. Digital Resource: Any app that records both the front and the back of your phone's camera at the same time.. Most Recommended Book: The Obstacle Is the Way. Daily Habit: Priming exercises. #1 Insight for raising nine figures worth of capital: Consistency in work, relationships, life, etc.. Best place to grab a bite in Toronto, ON: Harbour 60. Contact Marcin: Website: https://www.marcindrozdz.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Alex Tam is an entrepreneur, real estate investor, chiropractor, and clinical director of an integrative medical practice with over 15 years of experience. His journey began in 2009, driven by a mission to alleviate pain like that experienced by his mother. In 2018, Alex and his wife expanded their reach through social media and real estate investment after attending the Grant Cardone 10X conference. They transitioned from passive to active investing, engaging in mastermind groups and educational programs like MIH Mastermind and Jake and Gino. This led to involvement in general partnerships, joint ventures, and syndication deals in over 200 units since 2021. In 2022, Alex co-founded a Virtual Assistant business to help busy professionals balance their workloads efficiently. His current mission is to empower doctors to invest smartly for generational wealth and assist entrepreneurs in expanding their businesses without sacrificing family time. In this episode, we talked to Alex about his investment strategies, syndications and his transition, the questions all passive investors should ask, being an LP and then a GP, and the transition in between, types of assets he seeks out, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Passive & Active Investment; 02:25 Alex's background; 04:10 His investing strategy; 06:45 Syndications and his transition; 09:00 Questions to ask while investing passively; 17:24 The transition from being an LP investor to general partnership; 22:12 The types of assets Alex is after; 26:45 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Property management: issues due to insufficient knowledge in the area and due diligence. Digital Resource: HighLevel. Most Recommended Book: The 21 Irrefutable Laws of Leadership and Who Not How. Daily Habit: Prioritization in life and setting periodical KPI's: family and health being the highest priority, and business after. #1 Insight for transitioning from being a passive investor to an active investor: Being an active investor will give one further insight into passive investment, given the opportunities for learning that one will create. Best place to grab a bite in Lake Tahoe: Tahoe Tavern. Contact Alex: Website: https://zephyrequitygroup.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Gary Lipsky is a Multifamily Syndicator who has done over ¼ billion in real estate transactions. He is the President of Break of Day Capital, is the host of the Real Estate Investor Podcast and best-selling author of Best In Class, the ground breaking book on asset management. Break of Day was voted the #1 syndication company in the US by AAOA and was recognized as the 25th fastest growing real estate company by Inc. Magazine. As a successful entrepreneur, Gary has built several companies, co-produced 3 independent films and started a non-profit. In this episode, we talked to Gary about his success in property revenue growth, his book, education regarding investment, common mistakes investors make, operating a property management business, asset management and how is it different than property management, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Asset Management; 02:20 Gary's background; 07:39 His success in property revenue growth; 11:39 An insight into Gary's book; 14:33 The methods of education for investment; 16:40 Common mistakes investors are making; 20:25 Tips on operating the property management business; 22:25 Property management vs. asset management; 25:29 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not being busy with something he was passionate about before his current business endeavors began. Digital Resource: Google Drive. Most Recommended Book: Crucial Conversations. Daily Habit: Waking up early and exercising. #1 Insight for being the best in class asset manager: Being persistent and consistent in solving issues and following up with your assets on time. Best place to grab a bite in Manhattan Beach: Barsha. Contact Gary: Website: https://breakofdaycapital.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Wyatt Simon is known for transforming a $200k line of credit into a $20M real estate portfolio within five years. A former college basketball player, Wyatt stands 5'11" and is married to his incredible wife, Shelbi Simon. Passionate about lifelong learning, he reads 20-30 books annually and strives to live a life that honors Jesus. Wyatt's love for real estate stems from witnessing his parents' financial struggles, driving his commitment to finding cash-flowing, recession-resistant investments. As co-founder of Full Circle Equity Partners and Full Circle Property Management, Wyatt manages over $20M in assets, including 40+ single-family homes, office spaces, and multifamily apartments, generating over $170k monthly in cash flow. Featured on podcasts like Jake and Gino Movers and Shakers, The Healthy Investor, and Success Science, Wyatt helps others achieve financial freedom through real estate investing. In this episode, we talked to Wyatt about challenges investors face, attracting good deals, the key decisions that led him to his success, his vision and mission, professional aids and the value they provide, his book, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Attracting Good Deals; 02:20 Wyatt's background; 10:28 Challenges other investors face; 13:16 Tips on attracting good deals; 17:07 Key decisions Wyatt made that led him towards success; 21:39 Wyatt's vision for his portfolio; 29:08 The value of bringing in a professional aid; 31:15 An insight into Wyatt's book; 32:14 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: One of his earlier methods of real estate portfolio management. Digital Resource: Franklin Covey's Mission Statement Builder. Most Recommended Book: The Compound Effect. Daily Habit: Determining and following up with three wins for every day. #1 Insight for scaling a portfolio: Having control over your business, being open to learning every day, and having enough leverage to stick to your vision. Best place to grab a bite in Omaha, NE: Charred. Contact Wyatt: Website: https://www.wyattsimon.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Joe Fairless is the Co-founder of Ashcroft Capital which has over $2,800,000,000 of assets under Management. In addition to his responsibilities with Ashcroft Capital, Joe created the podcast, Best Real Estate Investing Advice Ever Show, which is the longest-running daily real estate podcast in the world and generates over 500,000 monthly downloads. Joe is also a proud Member of the Texas Tech Alumni Advisor Board for the College of Media and Communication, as well as being recognized as Outstanding Alumni at Texas Tech University, where he is a former Adjunct Professor. He is currently a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been recognized by the Junior Achievement's Free Enterprise Society. Joe volunteers at Crossroads Hospice and was recognized as Multifamily Investor of the Year by Think Realty Magazine. He and his wife created Best Ever Causes which has proudly supported 76 different non-profits over the last 72 months. In this episode, we talked to Joe about his transition to multifamily real estate, insights on successes and failures in this market, resilience and mental toughness, his company Ashcroft Capital and how it was founded, where it is today, how to properly work with investors, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Business Management; 02:18 Joe's background; 06:09 His transition to multifamily real estate; 12:34 An insight into success and failure in this market; 16:27 Tips on resilience and mental toughness; 19:02 About Ashcroft Capital and where it is today; 35:46 An insight on working with investors; 37:35 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: His first ever deal. Digital Resource: Boomerang. Most Recommended Book: The Wealthy Gardener. Daily Habit: Drinking a liter of water with wheat grass.. #1 Insight for scaling a business: Correctly identifying the skills needed to succeed in a business, and finding the right partners or team members to fill up the ones where you lack. Best place to grab a bite in Cincinnati, OH: Bones Burgers. Contact Joe: Website: https://ashcroftcapital.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Ed Mathews is a seasoned real estate investor & the founder of Clark St Capital. With over a decade of experience, Ed built a portfolio of multifamily properties in CT & Southeast US. Ed's journey was far from direct. For 24+ years, he worked for Silicon Valley start-ups, honing his skills in the go-go tech world. It wasn't until 2011 Ed bought his first rental property. Over the years, Ed worked to grow his portfolio, juggling his family, day job & Clark St. Finally, in 2018, he left the rat race to focus on Clark St. When he's not hunting deals, he spends time with his wife, Patricia, their daughters, & their dogs. And if you catch him during basketball season, you'll likely find him cheering on his beloved Villanova Wildcats. With deep real estate knowledge & a passion for helping others, Ed is a trusted mentor for anyone looking to build their own real estate empire. In this episode, we talked to Ed about his investment company and where it is today, overcoming the fear of failure while raising capital, providing value to tenants and forming long-lasting relationships, his first deal, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Multifamily Investment; 02:29 Ed's background; 08:56 Overcoming the fear of raising capital; 14:37 To provide value to your tenants; 17:46 Ed's first deal; 24:46 Where Ed and his business are at today; 29:05 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Failing the management position he was in a few decades ago, learning how to manage people better along the way. Digital Resource: FlipperForce. Most Recommended Book: Pitch Anything. Daily Habit: Meditating every morning. #1 Insight for scaling the multifamily portfolio: Having systems and processes set, supported by a capable team. Best place to grab a bite in Connecticut: Mikado Japanese Restaurant. Contact Ed: Website: https://www.clarkst.com/ Podcast: https://www.clarkst.com/podcast Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
John Todderud is a multifamily investor and syndicator focusing on sourcing, underwriting, sponsoring, and raising capital for deals. He began in real estate during his software and technology career, buying multifamily real estate. First smaller properties, focusing on finding vendors to repair, improve, and manage, then shifting his focus to partnering with other ambitious real estate investors to acquire larger properties. John is now full-time in multifamily real estate. His team acquires properties in emerging markets where rental demand is strong, the community is growing, and smart renovations drive rent growth. They invest in mostly stable properties but in need of modernization. They may not look attractive and may have old-style interiors and other annoyances that tenants don't want. Those are opportunities to improve lives by improving communities. In this episode, we talked to John about the differences between hands-on and hands-off investors, expanding into other states, the key to his success, investment partners and when to bring them in, his portfolio, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Building a Real Estate Syndication Business; 02:30 John's background; 08:42 Hands-on investor vs. hands-off investor; 16:23 Expanding beyond East Washington; 19:33 An insight into John's success; 22:48 The right time to bring on investment partners; 28:51 John's current portfolio; 31:18 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: In his first deal, lacking due diligence and not working with the right team. Digital Resource: ActiveCampaign. Most Recommended Book: Building a StoryBrand. Daily Habit: Waking up early and getting many small tasks done, therefore being able to plan out the rest of the day. #1 Insight for growing a syndication business: Networking and building personal relationships are the key to success. Best place to grab a bite in Seattle, WA: The Melrose Grill. Contact John: Website: https://learnaboutapartments.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
As a financially independent real estate professional and team lead for Candor Realty powered by Four Points in Haverhill, MA, Jonathan Bombaci brings decades of experience in real estate, investment, and insurance. With a background in accounting and technology leadership at Fortune 100 companies, he offers clients significant competitive advantages. His dedication is to my family and clients, whom he considers part of my extended family. In this episode we delve into the differences between residential and commercial agents, the importance of first-time investors running their numbers before engaging an agent, and the challenges brokers face with new buyers. Jonathan also offers valuable advice for agents, discusses his diverse portfolio and business ventures, and highlights key considerations before starting a property management company. Plus, we explore the difficulties of building a property management and construction company, strategies for investors looking to scale to close out the conversation. Announcement: Learn more about the apartment investing mastermind here. From Fortune 100 to Real Estate Mastery 02:11 Jon talks about his background; 04:09 Residential agents VS. Commercial agents; 07:33 Why first time investors should run their numbers before working with an agent; 09:50 Challenges brokers face when dealing with first time buyers; 14:58 Advice for agents; 16:34 Jon's portfolio and different arms of his business; 19:20 The question to ask before building out a property management company; 21:53 The challenges of building a property management / construction company; 23:39 Advice for investors who are looking to scale; 25:46 Round of insights; Announcement: Download our Sample Deal Package here. Round of Insights Apparent Failure: Underestimating construction costs in one of his early deals. Digital Resource: MileIQ Most Recommended Book: The 4-Hour Workweek Daily Habit: Planning and reflecting #1 Insight for getting started as an investor: The more specific you can get the easier things will become. Best place to grab a bite in Little Rock, Arkansas: Tavern in the Square Contact Jon: Visit candorealty.com IG: candorealty 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.
Igor Shaltanov, founder and managing partner of Avista Fund, is a former professional athlete who transitioned into successful entrepreneurship and real estate investment. Guided by discipline and a relentless drive for excellence, Igor has founded and managed thriving companies in Southern California. In 2015, he ventured into real estate, establishing Avista Fund in 2020. This privately held firm focuses on raising capital from investors and investing in income-generating, value-add multifamily properties. Currently, Avista Fund serves as a limited partner in 20 real estate deals, encompassing over 3,200 multifamily units valued at over $500 million. Igor's values-driven approach prioritizes conservative underwriting and meticulous due diligence, empowering investors and positively impacting communities. In this episode, we talked to Igor about his real estate journey, his current stance on the syndication model and how his perspective changed over time, his current business and his e-book, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Syndication Investment; 02:22 Igor's background; 11:32 His journey in real estate investing; 25:47 The perspective change on the syndication model; 29:48 About his e-book; 31:33 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: As some deals & projects may go wrong, Igor learned to stay focused and stick to the plan. Most Recommended Book: Think and Grow Rich. Digital Resource: CoStar & Slack. Daily Habit: Working out & journaling. #1 Insight for investing in syndications: Forming the right team with the right people. Best place to grab a bite in Los Angeles, CA: Palmeri. Contact Igor: Website: https://avistafund.com/ E-book: https://winrealestategame.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
After growing up in the south suburbs of Chicago, Kirby Atwell served 11 years on active duty in the U.S. military, first attending the United States Military Academy at West Point and then traveling the world as an officer in the Army. In 2011, he left the service and earned his MBA with a focus on real estate finance. While attending graduate school, he started his first real estate investment company, rehabbing over 100 properties either to flip or keep as rentals in the Chicago area. Kirby, primarily focuses on investing in high-cash-flowing vacation rental properties. He owns a portfolio of vacation rentals in northern Indiana, where he lives on a 45-acre farm with his wife and young kids. He also helps others who work a full-time job to buy and set up their first high-cash-flowing vacation rental through his signature program called Your First Vacation Rental Investment Blueprint. Ten percent of all profits that he earns are donated to support veterans in need. Kirby is the host of the Living Off Rentals podcast and YouTube channel, where he and other subject matter experts help equip listeners to achieve financial freedom through rental property investing. In this episode, we talked to Kirby about his background and the differences between partnerships and joint ventures. He explains how he got started in short term rentals and the strategies he used to scale his business. Kirby also offers tips on managing short term rentals effectively. He describes how he helps others navigate the complexities of short term rentals and outlines his buying criteria in Michigan. Additionally, Kirby talks about his podcast, "Living Off Rentals". Announcement: Learn more about the apartment investing mastermind here. Insights into Short Term Rentals 02:33 Kirby talks about his background; 02:55 Partnership VS. Joint venture; 05:05 How he got into short term rentals; 08:29 Scaling in short term rentals; 10:53 Managing short term rentals; 15:08 How Kirby helps people with ins and outs of short term rentals; 18:28 Kirby's buying criterias in Michigan; 23:54 Kirby talks about his podcast “Living Off Rentals”; 26:28 Round of insights; Announcement: Download our Sample Deal Package here. Round of Insights Apparent Failure: Being naive with contractors in the beginning. Digital Resource: Turno Most Recommended Book: Effortless and Profit First for Real Estate Investing Daily Habit: Fitness #1 Insight for scaling a short term rental business: Get really clear on the outcome and make sure that the properties you are purchasing are the absolute best to achieve that clear outcome. Best place to grab a bite in Valparaiso, Indiana: Stacks Contact Kirby: Visit www.livingoffrentals.com, www.dunedwellings.com, or www.greenvethomes.com for more info. 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.
Lindsay Sharma is the founder of Lindsay Sharma Property Buyers. Before starting this company, she worked for a real estate investor, where she gained valuable experience. Lindsay has been actively involved in the Little Rock, Arkansas area with real estate investing. Her mission is to provide quality housing for quality tenants while ensuring an above-average return on investment (R.O.I) for investor partners and the company itself. She believes this approach creates a win-win-win situation for all parties involved. The most important aspect of her business is building relationships, which means getting to know one another. She also donates 5% of her profits to support Women and Children First. In this episode, we chat with Lindsay about her journey from a graphic artist to real estate investor, why she made the switch, and her first big investment opportunity. She opens up about handling nine deals that fell through, her current projects, balancing day-to-day tasks while scaling, running a side business, managing her team, and her passion for supporting a cause. Announcement: Learn more about the apartment investing mastermind here. Graphic Artist to Real Estate Investor; 01:41 Lindsay talks about her background; 02:55 Graphic artist to real estate investor; 06:58 Why she stepped down from her business to get into real estate; 09:44 Lindsay talks about her first investment opportunity; 13:16 Nine deals that fell out of contract and how Lindsay took it; 15:04 Lindsay's focus today; 17:10 Balancing the day to day and scaling; 18:36 A side business in conjunction with real estate investing; 20:46 Managing your team; 22:14 Supporting a cause; 24:28 Round of insights; Announcement: Download our Sample Deal Package here. Round of Insights Apparent Failure: Scaling her business too fast from the beginning. Digital Resource: Audible Most Recommended Book: We Should All Be Millionaires Daily Habit: Meditation #1 Insight for transitioning into real estate and building a portfolio: Start surrounding yourself with people who are already doing it. Best place to grab a bite in Little Rock, Arkansas: The Fold Contact Lindsay: Website: https://lindsaysharmaproperties.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Steven Andrews is a real estate investor, business coach, and author with nearly a decade's experience working in the real estate rental market. He founded SOARX Consulting in 2023 to empower individuals to turn their real estate dreams into reality. Within nine years, Steven went from buying properties to supplement his income to pursuing real estate full-time. Today, he owns and manages hundreds of properties through his virtual property management company, Realty Management Group. Remembering how hard it was to overcome his own doubts and insecurities at the beginning of his investment career, Steven is now on a mission to empower others to achieve their own goals in real estate. In addition to writing his new book, The New American Dream: A Simple Roadmap to Purchasing Investment Properties, Steven established SOARX Consulting, where he provides an eleven-week course outlining the same process he used to create his rental property company. In this episode, we explored Steven's journey from limited resources to owning 300 units, the influence of his entrepreneurial parents, his initial challenges in real estate, the role of mentorship, the complexities of property management and scaling, and insights from his book on investment properties. Announcement: Learn more about the apartment investing mastermind here. Becoming a Student of Real Estate; 01:46 Little money - 0 to 300 units in 10 years; 05:16 Having entrepreneur parents growing up; 07:53 Overcoming doubts with your first property; 13:33 Becoming a student of real estate (Mentorship); 15:44The dynamics of scaling, owning and managing; 23:28 “The New American Dream: A Simple Roadmap to Purchasing Investment Properties” 28:02 Round of insights; Announcement: Download our Sample Deal Package here. Round of Insights Apparent Failure: Making mistakes with the maintenance team and losing money in his first deal. Digital Resource: RentReady Most Recommended Book: Building Wealth Daily Habit: Be organised. #1 Insight for scaling a real estate portfolio: Doing it as conservative as you can. Best place to grab a bite in Elon, North Carolina: The Cutting Board Contact Steven: Website: https://www.soarxconsulting.com/ You can find Steven's book “The New American Dream: A Simple Roadmap to Purchasing Investment Properties” here. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Barbara Isabel, raised in Spain by a family of developers, was destined for a career in real estate. Growing up, she shadowed her father as he built luxurious condominiums and single-family homes worldwide. Barbara graduated from ICADE's prestigious School of Law, passed the bar, and later earned a Master's in Dispute Resolution and Advanced Negotiation from Pepperdine. Now with The Agency Beverly Hills, she focuses on residential properties, known for her personable, honest, and confident demeanor. Highly skilled in negotiating, Barbara always prioritizes her clients' interests, embodying her belief: "Let me help you." In this episode, we talked to Isabel about the Los Angeles real estate market, her audience, common mistakes, networking, tips for new investors in the LA market, finding the right management for assets, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Investment in LA; 01:53 Barbara's background; 03:24 An insight into the Los Angeles real estate market; 08:50 Barbara's investment audience; 10:46 Common mistakes made regarding development in Los Angeles; 13:18 The importance of networking; 15:06 Real estate development meeting multifamily investment; 17:26 Tips on the Los Angeles market for new investors; 27:32 Her approach on finding the right management; 29:29 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Learning to work hard with the way she's raised. Digital Resource: Redfin. Daily Habit: Working out. #1 Insight for investing in Los Angeles: Surrounding yourself with the right people. Best place to grab a bite in Los Angeles, CA: Steak 48. Contact Barbara: Instagram: https://www.instagram.com/barbaraisabelre 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.
Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor has a passion for helping individuals build wealth. After running successful family establishments in the restaurant / hospitality industry, he made a bold transition into finance, driven by a desire for fulfillment and a recognized gap in the industry. With his unique perspective as an entrepreneur, Frank brings captivating storytelling and expertise in real estate development, tax management, and private investment. His insights on 1031 exchanges and Delaware Statutory Trusts (DSTs) offer a fresh perspective for sophisticated real estate investors seeking to navigate these lesser-known concepts. As the founder of Revolution Xchange, Frank leads a team that provides comprehensive analysis, tailored programs, and turnkey solutions for tax-free exchanges. Their vast inventory of preferred listings, corporate partnerships, and experienced financial management team offer real estate investors unparalleled convenience and efficiency. From estate planning to business succession and wealth management, Frank's captivating presence, deep industry knowledge, and commitment to improving clients' financial well-being make him an engaging podcast guest who leaves a lasting impact. In this episode, we talked to Frank about his business, strategies to maximize wealth, his profound advice on minimizing tax liability, especially for entrepreneurs, investing in real estate in general, “whale hunting” as a marketing method and how to apply it, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Wealth Planning; 02:22 Frank's background; 10:41 Strategies to maximize wealth; 12:32 Advice on minimizing tax liability; 17:22 An insight into investing in real estate; 22:09 "Whale hunting" and how to do it; 25:48 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not acting on an opportunity at the right time. Digital Resource: Any kind of reverse white pages database that one can find. Most Recommended Book: Any book from Grant Cardone. Daily Habit: Taking notes of the daily goals, and what you're grateful for to keep the energy up. #1 Insight for wealth planning: Without thinking of the size, start investing today if you haven't done so. Best place to grab a bite in Philadelphia, PA: Jim's South St. & Angelo's Pizzeria Contact Frank: Website: https://revxwealth.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Deborah Smith is Co-Founder and CEO of The CenterCap Group and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney. In this episode, we talked to Deborah about her role in mergers and acquisitions, her clients, the tiers of capital, evaluating the deals or the partners: how to do it and what the process is, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Investing in Businesses; 02:30 Deborah's background; 05:29 Her role in M&A; 08:01 Clients that she's currently working with; 15:52 An insight into the tiers of capital; 20:11 The process of evaluating the deals or the partners; 28:00 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not choosing to major in accounting. Digital Resource: The Wall Street Journal. Most Recommended Book: House of Cards. Daily Habit: Running and walking. #1 Insight for investing in new businesses: Paying attention to the things that go wrong and not assuming that everything will turn out okay is the key to success. Best place to grab a bite in NYC: The Fitzpatrick Hotel. Contact Deborah: Website: https://centercapgroup.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Alan Underwood is a multifaceted entrepreneur, real estate developer, and investor with a diverse portfolio spanning restaurants, automotive, insurance, aviation, and real estate. A passionate pilot and public speaker, he leverages his expertise to make a positive impact on communities. His entrepreneurial journey began at 22, launching a pizza restaurant chain which he expanded and sold before moving on to a successful car dealership generating over $16 million in annual revenue. Currently, Alan is developing a 91-unit apartment complex and transforming single-family homes into multifamily investments in San Diego, offering substantial returns to investors. In addition to his business ventures, Andrew is deeply committed to community service. As a Command Pilot and Arizona Wing Leader for Angel Flight West, he provides free air transportation to patients requiring specialized medical treatment, coordinating efforts with fellow pilots and medical professionals. Alan's dedication to helping others extends to mentoring, public speaking, and writing, continually striving to share his knowledge and inspire positive change. In this episode, we talked to Alan about his business and the key to his success, the conversion of single-family homes to multifamily, the lessons he learned from this project, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Single-Family to Multifamily; 02:28 Alan's background; 07:34 The key to his success; 15:30 Single family to multifamily homes; 25:19 The biggest lesson learned from his project; 29:25 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: The disadvantageous way that he left the car dealership business. Digital Resource: Not a digital resource, but him also being a pilot and leveraging that skill to network with people in the business has been a huge benefit. Most Recommended Book: Worthy, Imagine Heaven, The Miracle Morning and Atomic Habits. Daily Habit: Tracking his targeted achievements. #1 Insight for building great partnerships: understanding and having clarity on your value and what you can bring to the table, and offering that with or without concessions. Best place to grab a bite in Arizona: A cafe at the Sedona Airport. Contact Alan: Website: https://mmtmgrp.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Kyle McKinney is the visionary behind Pentagon Property Academy, an ecosystem comprised of community, education, and mentorship for property owners. Having recently launched in the multifamily space with an emphasis on sound multifamily asset management, Kyle is determined to empower property owners, syndicators, and landlords on how to execute asset management with unparalleled efficiency and impact. Kyle's illustrious career is a testament to his capabilities. At age 24, he contributed his expertise to top-ranking officials at The Pentagon. By 27, he was a part of the revolutionary realm while working at Apple. Among his most noteworthy achievements stands his C-suite leadership in orchestrating a $700M+ commercial real estate portfolio's exit to a REIT. Kyle received his B.A. from George Mason University and his MBA from The University of Southern California. In this episode, we talked to Kyle about his consultation services, scaling a portfolio in the real estate market, sustainability, what happens after investment is done, business plans and how to stay on track with implementing them, mistakes that property managers/owners make, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Asset Management; 02:24 Kyle's background; 04:09 Different businesses that Kyle's providing his consultation services; 07:48 His path in scaling a portfolio in the real estate market; 10:23 An insight into sustainability; 12:20 Tips on post-investment routes; 15:32 Staying on track with the implementation of a business plan; 19:47 The biggest mistakes property managers make with asset management; 22:54 An example case study; 24:14 Round of insights Announcement: Download our sample deal package here. Round of Insights Apparent Failure: He made mistakes during public occasions that he overcame the more he pushed on. Digital Resource: Tableau. Most Recommended Book: Who Not How. Daily Habit: Meditation, working out, and journaling. #1 Insight for being a great asset manager: Calmness: being able to see things clearly, with a calm demeanor. Best place to grab a bite in Los Angeles, CA: Open Sesame. Contact Kyle: Website: https://pentagonpa.com E-mail: kyle@pentagonpa.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Ben Reinberg is the CEO and Founder of Alliance Consolidated Group of Companies, LLC. They focus their investments on net leased properties. Their portfolio includes medical, retail, industrial and office properties. These deals range in value from $1M to $25M. Prior to founding Alliance, Ben established Hillcrest Trading, Ltd., a national acquisition, and management firm, and has since amassed a $500MM+ commercial real estate portfolio with billions in transactions. With this experience and expertise, Ben has become a respected authority on commercial real estate acquisition and investment. Through his articles and presentations, he shares his methods, secrets, and mindset with his audience, teaching them how to replicate his success. In this episode, we talked to Ben about his businesses and how he started, change management and adaptation regarding business strategies, the sources to learn, improve your approach and stay on top of what's on the horizon, what opportunities to avoid or make use of, and much more. Announcement: Learn about our Apartment Investing Mastermind here. Becoming an Operator and Finding Real Estate Opportunities; 02:33 Ben's background; 12:11 An insight into the initial idea of launching his business; 16:31 How to decide when to change and improve strategies; 21:16 The sources to learn and stay on top of what's coming; 29:09 Opportunities to avoid or leverage for investing success Announcement: Download our Sample Deal package here. Contact Ben: Website: https://www.benreinberg.com/ & https://alliancecgc.com/ Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.