Target Market Insights: Multifamily Real Estate Marketing Tips

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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…

John Casmon


    • Jan 27, 2023 LATEST EPISODE
    • weekdays NEW EPISODES
    • 37m AVG DURATION
    • 480 EPISODES

    5 from 213 ratings Listeners of Target Market Insights: Multifamily Real Estate Marketing Tips that love the show mention: market insights, target market, john is a great host, market analysis, multifamily real estate, excellent insights, niches, john does a great job, multifamily investing, show for anyone, distilling, multi family, john and his guests, markets, listening to john, relevant content, john's, win win, real estate investing, real estate investors.



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    Latest episodes from Target Market Insights: Multifamily Real Estate Marketing Tips

    From $0 to $40,000,000 without Raising Capital with Jason Lee, Ep. 473

    Play Episode Listen Later Jan 27, 2023 29:49


    Jason Lee is a highly recognized real estate broker in the multifamily real estate industry. He has worked with several eight to ten figure real estate investors in San Diego County, helping them acquire, sell, and 1031 exchange in order to improve their portfolio. In the last couple of years, Jason has represented over 100 investors and sold over $250,000,000 worth of real estate in San Diego County. We talked to Jason about his $0 to $40,000,000 portfolio, the broker + investor duality, social media, branding, and what a broker expects from a buyer.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01] Opening Segment  Jason talks about his background; Why you should be patient for the first year of commercial real estate;   [04:34] Leadership $0 to $40,000,000 portfolio; The importance of a good team and partner; How to leverage social media; How to approach your branding; What's “Trustee” and it can help;   [12:41] The Broker + Investor Duality The interest rates and the shift in the market; The broker + investor duality; What kind of deals you should focus on; How podcasting helped Jason in his journey; What a broker expects from a buyer;   Announcement: Download Our Sample Deal and Join Our Mailing List   [24:01] Round of Insights Apparent Failure: His first listing as a broker Digital Resource: Salesforce CRM Most Recommended Book: How to Win Friends & Influence People Daily Habit: Exercise, Meditating #1 Insight for Multifamily Investing: Being conservative and taking calculated risk. Best Place to Grab a Bite in San Diego: Animae   Contact Jason: Click here to listen to Jason's podcast. You can find Jason with the @jasonjosephlee across all social media platforms. Tweetable Quotes: “A great team, a great partnership could take you a long way” - Jason Lee 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.  

    From Power Broker to Major Investor with James Prendamano, Ep. 472

    Play Episode Listen Later Jan 24, 2023 31:34


    Over his career, James Prendamano has led a team that closed over 1500 deals, leased more than 1 million square feet of commercial space, and has effectuated more than 1 billion dollars in transactional real estate.  During this time James shepherded the completion of transformative projects literally reshaping Staten Island; NYC's commercial real estate landscape.  Through discipline and subscribing to a lifelong learner mindset James' expertise runs the real estate gamut.  We talked to James about his journey from brokerage to investing, coaching, leadership, and how to find opportunities across various asset classes.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01] Opening Segment  James talks about his background; He talks about how he got on the investment and equity side of real estate;   [06:00] Leadership How a coach led him to where he needed to be ; How you should act as a leader; Why you should take time to evaluate yourself to become a better leader. What puts a broker into a great position to become a passive investor;   [14:33] Brokerage to Investing James talks about his company; How to find opportunities across many different asset classes James talks about his podcast; How podcasting helped James in his journey; Announcement: Download Our Sample Deal and Join Our Mailing List   [26:25] Round of Insights Apparent Failure: Not digesting the information he learned Digital Resource: CRM Most Recommended Book: The 21 Irrefutable Laws of Leadership Daily Habit: Doing his morning routine without fail #1 Insight to Be A Successful Real Estate Investor: You're never going to see a pro forma that doesn't look good. Find what's wrong, find the pinch points. Best Place to Grab a Bite in New York: Denino's Pizzeria & Tavern   Contact James: Click here to listen to James' podcast. To learn more go to prereal.com   Tweetable Quotes: “You're never going to see a pro forma that doesn't look good. Find what's wrong, find the pinch points.” - James Prendamano   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.  

    Identifying Future Sellers with 95% Accuracy with Paul Wakim, Ep. 471

    Play Episode Listen Later Jan 20, 2023 36:44


    Paul Wakim, the founder of TwnSqr, taught himself how to code in Python to create an algorithm to predict who was going to sell their home next by identifying people who showed signs of 5 or 6 common selling traits. Later, he met his great friend and TwnSqr co-founder, Mitch Tracy. In mid-2019, Mitch quit his job to come work on TwnSqr full-time to refine and drastically improve the algorithm. Through trial and error, Paul and Mitch ended up with the version of TwnSqr that we have today - the premiere off-market property dispositions tool that connects real estate investors with one another and, eventually, the largest institutional buyers in the world. Their goal is to support sellers, investors, and buyers of all sizes through world-class technology!  We talked to Paul about how they got to the 95% accuracy rate on who wants to sell, how it helps investors form deeper and more valuable connections, and what makes TwnSqr a great platform for professional investors.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01] Opening Segment  Paul talks about his background; He talks about how he built a platform for buyers and sellers; What really kicked off his platform “TwnSqr”   [05:55] 95% Accuracy Rate on Who Wants to Sell 6 indicators that let you know that someone is going to or wants to sell; How to make accurate, data-backed predictions on who wants to sell; How they got to the 95% accuracy rate on who wants to sell; How you can access data;   [13:34] “Townsqr” - A Platform for Investors by Investors Paul talks about his app “TwnSqr” and what it's for; The things that make TwnSqr a lot more than an MLS listing; Connecting professionals and the ease of closing a deal; The user experience of “TwnSqr”; Helping investors form deeper and more valuable connections; JV in partnerships; $1 first deal What's conservatorship; Announcement: Download Our Sample Deal and Join Our Mailing List   [29:26] Round of Insights Apparent Failure: Failing to recognize how bad they were failing with the second business model of TwnSqr. Digital Resource: Miro Most Recommended Book: The Nature Fix Daily Habit: Writing a to do list #1 Insight for Real Estate Investing: Always partner with somebody. Best Place to Grab a Bite in Jackson, Wyoming: Dornan's   Contact Paul: Go to twnsq.com to learn more. You can find them on social media with the @TwnSqr handle. You can also e-mail Paul directly by clicking here or connect with him on LinkedIn. Click here to listen to the "Probate, Deals, and Protecting Your Assets with Bill Gross" episode. 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.

    How to Retire through Residential Assisted Living with Isabelle Guarino, Ep. 470

    Play Episode Listen Later Jan 17, 2023 34:46


    Isabelle Guarino is a graduate from Arizona State University, a former flight attendant, Walt Disney World intern and now Residential Assisted Living Academy's leading lady. She has been working as the COO of the company for the last 6 years, keeping everyone in line and on task. She's been featured in many magazines and articles on the topic of Senior Housing and most recently was given the title of one of the "Top Influencers in Senior Housing". Isabelle also won Aging Media's "Future Leaders of Assisted Living" award in 2020 being 2 of 100's under 30 to make the list.   We talked to Isabelle about her investing and education journey in senior housing and we got into the nitty-gritty of the residential assisted living space.    Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01] Opening Segment  Isabelle talks about her background; How her father influenced her getting into the senior housing space;   [04:30] A Hybrid Business Model A hybrid business model; What's assisted living; Different ways for investing in senior housing; What makes assisted living different than a tenant-landlord agreement; Residential assisted living; Independent living VS. Assisted living    [15:28] Residential Assisted Living 101 4 ways of getting into assisted living as an investor; The licensing process for assisted living; How the payment process works in the assisted living space; How to find operators in the assisted living space; The risks involved in the assisted living space; What location to choose for residential assisted living;   Announcement: Download Our Sample Deal and Join Our Mailing List   [29:59] Round of Insights Apparent Failure: Accepting a problematic resident in her residential assisted living home; Digital Resource: The Profitability Calculator at ral101.com  Most Recommended Book: The 5AM Club Daily Habit: Writing a to do list  #1 Insight for Being Successful with Residental Asissted Living: Grid Best Place to Grab a Bite in Phoenix: Citizen Publichouse   Contact Isabelle: Click here to listen to Gene Guarino's episode. You can find the RAL Academy at ral101.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.

    Achieving Growth through Leadership and Authenticity with Pete Vanderveen, Ep. 469

    Play Episode Listen Later Jan 13, 2023 29:57


    Pete is a strategic and passionate leader with a serving heart to bless those he serves.  Pete is an active father, husband and basketball coach with a hunger to empower people everywhere he goes. Pete's background includes launching 10+ companies spanning energy, fitness, franchising, youth athletics, real estate, and others.  He participated in multiple ventures including founding upstarts to leading $30 million in real estate development, and Native American companies and communities. Most recently Pete co-led the growth of a National Real Estate Mastermind and also managed the optimization of a fortune-5 energy company with $12+ billion in operations, leading teams in excess of 1000+ reports. At the bottom of it all lies a hunger to drastically improve upon the status quo through the empowerment of human capital and transforming corporate success. We talked to Pete about leadership, the importance of empowering human capital, what makes attitude more important than skills when hiring, why BTR is becoming more and more popular, and the importance of balance in your life.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01] Opening Segment  Pete talks about his background; How and why he helps companies; [03:59] Leadership The “Don't half-ass it” approach; Why leadership is the most common challenge across a variety of industries; How Pete helps companies thrive; How empowering the human capital can help your company; Why attitude is more important than skills when hiring;   [13:10] The BTR Space Pete talks about what he has been doing in the real estate space; From multifamily to BTR; Why BTR is becoming more and more popular; How to select the markets for BTR properties; One thing you should know before getting into the BTR space; Coaching high-level executives; Some tips to get your life in balance;   Announcement: Download Our Sample Deal and Join Our Mailing List   [26:20] Round of Insights Apparent Failure: A land development project that failed Digital Resource: money.com Most Recommended Book: The 7 Habits of Highly Effective People Daily Habit: Daily Stoic time  #1 Insight for Finding Balance in Your Life: Focus on the quality over quantity. Best Place to Grab a Bite in Phoenix: Texas Roadhouse   Tweetable Quote: “One of the biggest issues that I see in Corporate America is that leadership is driving with ego rather than authenticity.” - Peter Vanderveen   Contact Peter: Go to legacyacquisitions.com to learn more. To learn more about Pete's coaching go to triumphperformanceacademy.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.

    How to Invest in Unfriendly Markets with Aaron Fragnito, Ep. 468

    Play Episode Listen Later Jan 10, 2023 33:18


    Aaron Fragnito is a Senior Managing Member and co-founder of Peoples Capital Group.  Aaron is also the host of New Jersey Real Estate Network (NJREN), the Cash Flow Podcast (YouTube), and an adjunct professor at Rowan University while being a Full-Time real estate investor. Aaron has built an 8-figure Real Estate Portfolio and is a well-known name in the Real Estate investment market throughout New Jersey. Aaron has completed 100+ real estate transactions as a realtor and another 100+ transactions as a real estate investor. He has helped over 100 people invest in real estate while raising over $10M in private capital. He has also been a guest on over 60 podcasts and also presents live webinars of his own on a monthly basis. Aaron enjoys speaking at events on a monthly basis to educate people about real estate investing.  Aaron holds a B.A in Business Management with a concentration in Entrepreneurship from Rowan University. Aaron focuses on building a strong relationship with his clients, understanding their goals and helping them execute them into reality. We talked to Aaron about the New Jersey market, rent-controlled units, and his outlook for 2023.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 04:29] Opening Segment  Aaron talks about his background; He talks about People's Capital Group and what they do;   [04:29 – 16:46] Investing in Landlord Unfriendly Markets    He talks about how they established themselves in the New Jersey Market; How you can find less restrictive rent control and how it makes a difference; How you should approach working with rent-controlled units; Why you need to understand the political landscape to navigate a deal;   [16:46 – 29:10] What to expect from 2023 How to make a deal and mitigate the risk that come from having rent control and restrictions ; What's a non-taxable liquidity event; What makes the deals that Aaron makes different; Some of the concerns investors have when investing in syndications; Aaron talks about his new e-book; What to expect from 2023 in the real estate market Announcement: Download Our Sample Deal and Join Our Mailing List   [29:10 – 33:16] Round of Insights Apparent Failure: Not doing well flipping high end homes. Digital Resource: Appfolio Most Recommended Book: Rich Dad, Poor Dad Daily Habit: Excercise  #1 Insight for Multifamily Investing: Use the word no more than yes. It will make you money Best Place to Grab a Bite in Sommerville, New Jersey: Mike's Courtside Kitchen   Tweetable Quote: “When you are doing something well, when you are beating expectations stick to it and just improve those systems” - Aaron Fragnito   Contact Aaron: Go to www.peoplescapitalgroup.com to learn more. Click here to download the e-book.   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

    How to Get Started in Short-Term Rentals with Leslie-Anne Morris, Ep. 467

    Play Episode Listen Later Jan 6, 2023 33:58


    Leslie Anne Morris began her Smoky Mountain investing journey while living and working in Los Angeles. Leslie had been a commercial banker for over twenty years and wanted to begin building true wealth. From the minute she closed on her first investment cabin she knew she had made the right choice. The cabin was an overnight success! The cash flow she made from her first investment allowed her to quickly scale her portfolio and today she has 10 short-term rentals. Leslie fell in love with Tennessee and moved there in 2020. After learning about a lack in the marketplace, Leslie quickly founded two sister companies. Invest in the Smoky Mountains, a property acquisition company, and Josh's Cabins Management, a full-service property management company, both focused on creating a passive income source for out-of-state investors. Leslie's mission is to be a driving force that helps empower women to begin investing, her ultimate goal is to create 1,000 women millionaires. We talked to Leslie about investing in short-term rentals and her mission to create 1,000 women millionaires.    Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 04:06] Opening Segment  Leslie talks about her background; She talks about her recent transition from her W2 to a full time investor;   [04:06 – 13:20] Developing a Short Term Rental Strategy How she got into short term rentals; How having strong boots on the ground can help; How BiggerPockets helped her; Understanding the Tennessee Market; She talks about short term rental opportunities; A turnkey approach to short term rentals;   [13:20 – 28:48] How to Approach Short Term Rentals What investors need to do to overcome challenges; How to choose your team members; Some of the differences of short term rentals; Metro VS. Smoky Mountains Why Leslie helps other women become millionaires; Some of the challenges that women investors face;   Announcement: Download Our Sample Deal and Join Our Mailing List [28:48 – 33:58] Round of Insights Apparent Failure: Jumping into a market she didn't know Digital Resource: BiggerPockets Most Recommended Book: Rich Dad, Poor Dad Daily Habit: To do list  #1 Insight for Short Term Rental Investing: It's not just an asset class, it's a fun thing to own. Best Place to Grab a Bite in Nashville: Hall's Chophouse   Contact Leslie: Go to leslieannemorris.com to learn more. You can also find Leslie on Linkedin or 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.

    How to Find Apartment Deals Across Different Markets with Jordan Fisher, Ep. 466

    Play Episode Listen Later Jan 3, 2023 34:20


    Jordan Fisher has nearly two decades of experience acquiring, redeveloping and managing multifamily properties. As Principal of Next Wave, Fisher spearheads the company's investment strategy, and oversees property selection, renovations, and repositionings. Prior to joining the executive ranks in commercial real estate, Fisher was the Founder and CEO of TPG Consulting, LLC, a web development and digital marketing company. Under his leadership, the firm grew from two employees to over 110 with revenues over $21.5 million. TPG was recognized as an INC 500 company as well as one of the Los Angeles Business Journal's 100 fastest-growing private companies. In 2014, after running the company for over seven years, Fisher successfully sold the company to a Beijing-based multi-national Business Services firm.   We talked to Jordan about investing in different markets with a deal-driven approach, self-managing and its challenges, and how you should approach relationships with brokers as an operator.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 05:25] Opening Segment  Jordan talks about his background; How his depth lead him to real estate investing;   [05:25 – 17:37] Investing in Different Markets  What to look for in a market; Why you should follow a value-add strategy; Self-managing and its challenges; Things you need to understand and do before investing in different markets; Being deal driven and not market driven to invest;   [17:37 – 27:41] A Hyper Focused Operator Online marketing and organic growth; A hyper focused operator; How to find deals in different markets; Relationships with brokers;   Announcement: Download Our Sample Deal and Join Our Mailing List   [27:41 – 34:19] Round of Insights Apparent Failure: Underestimating some of the earlier deals they bought Digital Resource: Opiniion Most Recommended Book: Rich Dad, Poor Dad Daily Habit: Working out and eating  #1 Insight for Multifamily Investing: It's a strange business where somebody that you're paying $25 an hour could be responsible for a $30,000,000 asset. And so trying to save a buck or two in payroll is always a wrong decision. Best Place to Grab a Bite in Southern California: South of Nick's   Contact Jordan: Go to nextwaveinvestors.com to learn more. You can also find Jordan on Linkedin.   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

    The Best Ways to Drive Website Traffic with Aaron Anderson, Ep. 465

    Play Episode Listen Later Dec 30, 2022 32:24


    Aaron Anderson has been working in the SEO industry full-time since 2013. While working and consulting for multiple SEO agencies he saw a big demand for high-quality link-building services, so he started offering link-building services to clients, which has since grown into a full-fledged link building agency. His approach to link building is purely outreach driven and doesn't rely on paid linking or guest posting.  We talked to Aaron about backlink building, SEO, how to get traction with a brand new website, how to get inbound leads and much more! Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 06:41] Opening Segment  Aaron talks about his background; How he got into link building; [06:41 – 16:47] SEO and Backlinks What's SEO and why it's important for real estate investors and professionals; How to build up authorization and trust with Google; A framework to build out a backlink strategy; The importance of getting your name in directories; How to get free publicity; How to approach the citation process if you don't have an office; [16:47 – 31:01] Link Building and Inbound Leads What makes backlinks really important; The type of content that generates backlinks; Aaron talks about other ways of link building; How to get traction with a brand new website; How to get inbound leads; What to look for when hiring an agency for SEO; Announcement: Download Our Sample Deal and Join Our Mailing List [31:01 – 36:37] Round of Insights Apparent Failure: Working 10 different jobs within a 2 year span.a Digital Resource: Ahrefs Most Recommended Book: Who Daily Habit: Morning workout  #1 Insight for Digital Marketing: It's all about evaluating your competitors and seeing what's working.  Best Place to Grab a Bite in Florida: Doubles   Contact Aaron: Go to linkpitch.io to learn more.    Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

    The Biggest Tip to Get Good Real Estate Deals with Tim Vest, Ep. 464

    Play Episode Listen Later Dec 27, 2022 29:28


    Tim Vest has more than 15 years in real estate and development. From partnering with developers, developing raw land, purchasing and investing in single family rentals, fix and flips, multifamily, and hotels. He is currently an owner and partner in multiple apartment communities. Outside of his passion for real estate, Tim has also enjoyed a 20+ year career in technology, founded multiple startups, and enjoys music, sports, travel, and an active lifestyle.  We talked to Tim about the importance of cash flow, investing in North and South Carolina, relationships with brokers, and how to get more deals.  Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 03:45] Opening Segment  Tim talks about his background; He talks about how his investing journey started; [03:45 – 15:04] From Raw Land to Flipping to Multifamily Raw land investing; The importance of things that produce cash flow; From a W2 to a full-time investor; [15:04 – 26:03] A Reason to Get Started  The North and South Carolina Markets; The importance of having a record of performance; The importance building relationships; The importance of relationships with brokers; How to get more deals; Announcement: Download Our Sample Deal and Join Our Mailing List [26:03 – 26:25] Round of Insights Apparent Failure: The downturn in 2008 Digital Resource: Syndication Pro Most Recommended Book: Who Not How Daily Habit: Morning workout  #1 Insight for Multifamily Investing: Make sure your property cash flows.  Best Place to Grab a Bite in Philly: Jim's Tacos   Contact Tim: Go to harvestpg.com to learn more. You can also find Tim on Linkedin as well.   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.

    Organic Growth through Social Media with John Schuchman, Ep. 463

    Play Episode Listen Later Dec 23, 2022 31:23


    John Schuchman lost a full-time W-2 job and struggled mentally and emotionally for months before he found his home in real estate business and a passion for not only helping his own clients but he also has a gift for helping others grow businesses organically through the power of social media. John coaches others to do this with no cold-calling and no-pitching, just purely sharing stories and treating people the right way. We talked to John about social media, the importance of stories, mentorship and podcasting!  Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 06:09] Opening Segment  John talks about his background; He talks about what it's like to be a dreamer in a W2 job; He talks about how he got into real estate; [06:09 – 21:06] Organic Growth  The importance of finding your zone of genius; How to organically grow your social media; Why you should demonstrate the client experience; Why you should and how you can build trust; The importance of authentic stories in business; Why you should share your journey; [21:06 – 28:03] A Reason to Get Started  Why you should get a mentor or join a mastermind group; How he started his podcast; How podcasting can help your business; Contact John: Links below. Announcement: Download Our Sample Deal and Join Our Mailing List [28:03 – 31:21] Round of Insights Apparent Failure: His W2 journey. Digital Resource: Calendly Most Recommended Book: The Wealth Of Connection Daily Habit: Time with family  #1 Insight for Multifamily Investing: Be you, be bold, be willing to put yourself out there.  Best Place to Grab a Bite in Philly: Primanti Bros.    Contact John: Go to therealestatesurvivalguide.com to listen to John's podcast. You can also find him on Instagram, Linkedin and Facebook.   Tweetable Quotes: “All of us want to make money but all of us also want to make an impact.'" - John Schuchman “If you go to my Facebook I am not begging for business, never have, never will. I just share stories, be myself and the business comes'" - John Schuchman   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.

    How This Busy Mom Invests in Apartments and Land with Nicole Gauthier, Ep. 462

    Play Episode Listen Later Dec 20, 2022 36:38


    Nicole Gauthier is the Founder of Wicked Holdings; a real estate investment company focused on social change and community empowerment. She is a multifamily real estate investor, a mom of 2, and a woman dedicated to helping educate others on generational wealth and financial literacy. We talked to Nicole about investing in land, why she started investing passively, and creating change through economic empowerment.  Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 06:41] Opening Segment  Nicole talks about her unique background; She talks about how she got into real estate investing; [06:41 – 16:47] Land in Inner City She talks about how she first purchased a lot as her first investment; How to approach investing in the inner city; Where generational wealth starts; Challenges with buying land in the inner city; The importance of finding the best use of a property; [16:47 – 31:01] Passive Investing How she started passive investing; How she immersed herself into multifamily investing; Why you should start as an LP; A free guide to passive investing; Why Nicole is trying to teach other people; Announcement: Download Our Sample Deal and Join Our Mailing List [31:01 – 36:37] Round of Insights Apparent Failure: A project going over budget unexpectedly. Digital Resource: Calendly Most Recommended Book: Who Not How Daily Habit: Journaling  #1 Insight for Multifamily Investing: It's a team sport.  Best Place to Grab a Houston: Uptown Sushi   Contact Nicole: Click here to learn more. To download Nicole's free guide to passive investing   Tweetable Quotes: “In order for me to best understand how to operate as a great GP, I need to become an LP first.'" - Nicole Gauthier   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.

    Need for Leads with Bryan Driscoll, Ep. 461

    Play Episode Listen Later Dec 16, 2022 29:43


    Bryan Driscoll is a real estate investor, a digital marketing and SEO expert, and the co-founder of Motivated Leads, a digital marketing agency that helps investors expand their real estate portfolio by generating quality, motivated seller leads. Bryan has over a decade of experience doing SEO. He took his profits from the agency world and invested in to rental properties. He and his partner now realize that true wealth comes from real estate investing. We talked to Bryan about leads and how to use them efficiently, how you can close deals faster, and digital marketing. Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 03:36] Opening Segment  Bryan talks about his background; How he got into the rental space; [03:36 – 17:21] Leads and Deals How building a skill can help; How to use leads efficiently; What to look for in a deal; How to close deals faster; [17:21 – 25:36] Digital Marketing How you should approach marketing; How to qualify leads; The importance of speed when responding to leads; Hot to get traffic to your website; Some of the mistakes people make in digital marketing; How multifamily investors should approach digital marketing; Announcement: Download Our Sample Deal and Join Our Mailing List [25:36 – 29:43] Round of Insights Apparent Failure: Working too much. Digital Resource: Russell Branson on funnels Most Recommended Book: The Richest Man in Babylon Daily Habit: Exercise #1 Insight for Multifamily Investing: Be direct, don't expect quick wins, do things consistently. Best Place to Grab a Bite in Pittsburgh: Manny's Contact Bryan: Click here to learn more. Tweetable Quotes: “Be direct, don't expect quick wins, do things consistently.'" - Bryan Driscoll   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.

    The 4 Pillars of Real Estate with Justin Conner, Ep. 460

    Play Episode Listen Later Dec 13, 2022 32:56


    Justin L. Conner is laser-focused on ensuring that middle-market multifamily investors preserve wealth and create lasting legacies. Justin brings immense experience to the Multifamily Investment Advisors team at KW Commercial. As a licensed Commercial Real Estate Broker with more than 16 years of experience, Justin has honed his skill at identifying and maximizing yield for multifamily investors throughout Chicago, Illinois, Northwest Indiana, and the Midwest. We talked to Justin about partnerships, finding good places to invest, and his book “The 4 Pillars of Real Estate.” Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 06:27] Opening Segment  Justin talks about his background; How he got familiar with the investment space; He talks about his first deal; [06:27 – 17:10] Broker to Investor Why you should take action; He talks about how Joe Fairless' show helped him; A blueprint to find the good places to invest; How finding a partner helped Justin grow; A partner with experience and complementary skills;; [17:10 – 24:49] The 4 Pillars of Real Estate Justin talks about his book “The 4 Pillars of Real Estate”; The importance of risk management; A special offer for the listeners; What makes real estate a team sport; Justin talks about his course; Announcement: Download Our Sample Deal and Join Our Mailing List [24:49 – 32:56] Round of Insights Apparent Failure: Getting a deal that was too big to take on at the time. Digital Resource: A bundle of education apps Most Recommended Book: The Success Principles  Daily Habit: Gratitude  #1 Insight for Multifamily Investing: Just start.  Best Place to Grab a Chicago: Pizzeria Due Contact Justin: Click here to learn more and click here to purchase Justin's book “The 4 Pillars of Real Estate”.     Tweetable Quotes: “There is enough meat on the bone for investors, the lender, and your investment team to get taken care of.'" - Justin Conner   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.

    The 4 Risks Investors Must Manage with Jeremy Goodrich, Ep. 459

    Play Episode Listen Later Dec 9, 2022 35:00


    Jeremy Goodrich owns Shine Insurance Agency with his wife, McKenzie. He's a teacher at heart and he simplifies insurance by giving step-by-step guidance along the way. Most days Jeremy can be found helping real estate investors by providing ballpark estimates, reviewing their policies, and making insurance work for their bottom line.  He's also the host of a multifamily real estate podcast, and the host of Youtube's #1 most watched independent insurance agency channel.   We talked to Jeremy about risk, lender requirements, commercial real estate insurance premiums, and how to make sure you are protected. Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 03:33] Opening Segment  Jeremy talks about his background; His theme of teaching throughout his career; How he got into the commercial space; [03:33 – 20:41] Commercial Real Estate Insurance 101 How to identify and manage risk; Lender requirements; Understanding risk; The things that are affecting the insurance premium; What to look for in an insurance premium; Jeremy talks about some of the red flags in insurance; [20:41 – 30:33] Identify, Understand and Manage Risk How to make sure you're properly protected in your policy; What happens if your insurance company collapses; Higher risk scenarios and what to do; 4 quadrants of risk; A special offer for listeners; Jeremy talks about his podcast “Managing Commercial Real Estate Risk” Announcement: Download Our Sample Deal and Join Our Mailing List [30:33 – 35:00] Round of Insights Apparent Failure: Lack of willingness to reach out to people on marketing. Most Recommended Book: Youtility Digital Resource: Trello Daily Habit: Walking and listening to podcasts  #1 Insight for Managing Risk: Identify the risk.  Best Place to Grab a Bloomington, Indiana: The Uptown Cafe Contact Jeremy: To download Jeremy's ballpark tool click here.  Click here to listen to Jerem'y show “Managing Commercial Real Estate Risk”.   Tweetable Quotes: “When things tighten, everybody starts to look at risk in a slightly different scenario.'" - Jeremy Goodrich   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.

    Investing for a Lasting Impact with Saket Jain, Ep. 458

    Play Episode Listen Later Dec 6, 2022 37:26


    Saket Jain is the Founder and CEO of Impact Wealth Builders and is a #1 best-selling author, real estate investor, syndicator, tech enthusiast, and philanthropist. He has over 15+ years of experience in real estate investing. Over the last 5 years, Saket has taken a particular interest in class B and C multifamily apartments in markets that have strong fundamentals. Along with his partners, Saket has built a portfolio of over 2000 units totaling $200M in assets across several US markets. Additionally, Saket has committed his resources towards educating underprivileged kids, enabling them to join the next generation of wealth builders. We talked to Saket about cashflow and impact, being a speculator vs. investor, and the importance of having an investment philosophy. Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 05:13] Opening Segment  Saket talks about his background; He talks about being let go from his corporate job and what that led to; How he invested in 2k units across the US as an LP; How he is a general partner now in over $100,000,000 worth of assets; [05:13 – 16:48] Cashflow for Freedom Using fear for empowerment; Appreciation or gambling? Why cashflow is a great way to financial freedom; Being a speculator VS Being an investor; What makes real estate investing simple; [16:48 – 33:00] Investing for Impact He talks about his transition from being an LP to a GP; Some of the filters you can apply before deciding to work with a group; Why you should educate your investors; The importance of having an investment philosophy; The importance of education; How to make an impact; A special offer for listeners; Announcement: Download Our Sample Deal and Join Our Mailing List [33:00 – 37:25] Round of Insights Apparent Failure: His belief that a job is secure. Digital Resource: Headspace Most Recommended Book: Think Big! Daily Habit: Meditation  #1 Insight for Multifamily Investing: It's a team sport and it's a business.   Best Place to Grab a Bite in Raleigh, North Carolina:  Contact Saket: To learn more click here. Click here to send an email to Saket.   Tweetable Quotes: “Fear could be debilitating or it could be empowering.'" - Saket Jain “Nothing in life happens without a lesson behind it.'" - Saket Jain   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.

    How Rod Khleif Overcame Losing $50,000,000, Ep. 457

    Play Episode Listen Later Dec 2, 2022 39:50


    As one of the country's top business, real estate and peak performance luminaries, Rod Khleif has built over 24 businesses in his 40-year business career several of which have been worth tens of millions of dollars. He has also owned over 2000 properties.  We talked to Rod about overcoming challenges, how he lost $50,000,000 in 2008, overcoming limiting beliefs and how to navigate in today's economic environment.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 05:58] Opening Segment  Rod talks about his background; How he got into real estate at a very young age; The mindset psychology How he lost $50,000,000 in 2008 [05:58 – 14:45] Overcoming Challenges Some of the biggest mindset challenges investors face; Why you shouldn't be so analytical and take a step; Why you should play in your strengths; The importance of managing your focus; How to overcome limiting beliefs; [14:45 – 32:32] Limiting Beliefs How to overcome limiting beliefs when finding deals; Understanding how you make adjustments to see better results; How to fail forward; Strategies to follow in the current economic landscape; How you can start your real estate business;   Announcement: Download Our Sample Deal and Join Our Mailing List [32:32 – 39:49] Round of Insights Apparent Failure: Failing a number of businesses. Digital Resource: Slack Most Recommended Book: Turning Pro Daily Habit: Meditative Gratitude Excercise  #1 Insight for Multifamily Investing: Just go do it for God's sake.   Best Place to Grab a Bite in Florida: Ruth's Chris Contact Rod: - Rod's previous appearance on the show (Ep. 58).- Rod's links are here. - Click here to download the goal-setting worksheet. - To join the Multifamily Bootcamp click here. Tweetable Quotes: “You've got to know your goals. You've got to know why you want those goals.'" - Rod Khleif “Success is inevitable, just stick with it.'" - Rod Khleif   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.

    Why Giving Up Control is the Key to Freedom with Rob Chiang, Ep. 456

    Play Episode Listen Later Nov 29, 2022 25:38


    Rob Chiang is the creator of the passive wealth coaching system. He has been managing apartments since the age of 16 and has 25 years of experience with all facets of real estate investing, including but not limited to: rent collection, accounting, maintenance, remodeling, leasing, buying, and selling. Rob Chiang holds a California broker's license as well as a general contracting license and currently controls $193M in investment property assets and owns $10M worth of Real Estate. He coaches students on how to create passive and generational wealth through his 7-step passive wealth coaching program. We talked to Rob about the importance of property management, his book “7-Step Blueprint to Passive Wealth”, coaching, and much more! Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 08:48] Opening Segment  Rob talks about her background; How she got started at a very young age; He talks about his career in real estate and property management [08:48 – 12:22] The Seven-Step Blueprint to Passive Wealth Rob walks us through what he actually does today in his business; He explains the “Passive Wealth Coaching System”. He talks about his book and seven steps to passive wealth; [12:22 – 21:35] Property Management The importance of management; Where Rob stands out from other property managers; What to expect to find in Rob's book; Why you should delegate; How you can start your real estate business; Announcement: Download Our Sample Deal and Join Our Mailing List [21:35 – 25:36] Round of Insights Apparent Failure: Failing as a realtor. Digital Resource: Facebook Most Recommended Book: Unshakeable Daily Habit: Exercising  #1 Insight for Investing: You've got to be in the game to make money.   Best Place to Grab a Bite in the Bay Area: Benihana Contact Rob: To learn more go to passivewealthcoaching.com. Click here to download Rob's book. Tweetable Quotes: “You've got to be in the game to make money.'" - Rob Chiang 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.

    The Hidden Value of Accountability Groups with Midori Verity, Ep. 455

    Play Episode Listen Later Nov 25, 2022 33:56


    Midori has owned several businesses for 25+ years and has worked with start-ups to Silicon Valley's top 500 companies. Her entrepreneurial journey has had many ups and downs and the depression that can accompany it. Today, she takes the tough lessons she's experienced to provide solutions for driven entrepreneurs, so they accelerate their success - with less drama. Fuel to Fire Accountability Groups is the company she founded to carry out this mission. It incorporates a proven goal-mapping framework, an accountability method, and mentorship to help members become laser-focused and overcome obstacles quicker to hit their most significant objectives. We talked to Midori about how to navigate and change a business, goal setting, mindset, and the importance of systems. Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 04:22] Opening Segment  Midori talks about her background; How she got started her business; [04:22 – 15:53] Goal and Accountability Systems How to navigate and change a business; How you can leverage a personal mission statement; The importance of your business aligning with your goals; Why systems are so important; [15:53 – 33:55] Goal Mapping How she launched her company and how she helps entrepreneurs; Why you need an accountability group; Reframing your mindset; Some of the tools you can use for goal setting; Midori talks about the goal mapping tool she created; Announcement: Download Our Sample Deal and Join Our Mailing List [30:50 – 36:46] Round of Insights Apparent Failure: The pandemic. Digital Resource: Canva Most Recommended Book: The Big Leap Daily Habit: Meditation  #1 Insight for Achieving Big Goals: Stay focused.   Best Place to Grab a Bite in Northern California: Willie's Seafood Contact Midori: To learn more go to fueltofire.co. Click here to listen to download the goal mapping tool. Tweetable Quotes: “When people surround themselves with other high level people, they excel far more quickly.'" - Midori Verity Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

    A Real Estate Community for Passive Investing with Jim Pfeifer, Ep.454

    Play Episode Listen Later Nov 22, 2022 39:47


    Jim Pfeifer is one of the founders of Left Field Investors and the host of the Passive Investing from Left Field podcast. Left Field Investors is a group dedicated to educating and assisting like-minded investors in navigating the nuances of passive investing and syndications. Jim is a former financial advisor who became frustrated with the one-path-fits-all approach of the standard financial services industry. Jim now concentrates on investing in real assets that produce cash flow and is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth. We talked to Jim about passive investing, the importance of finding the right people, what is a lazy 1031 and how referrals are so important.  Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 06:03] Opening Segment  Jim talks about his background; How he got into real estate investing; [06:03 – 18:22] Hiring Professionals Why he moved into passive investing; How hiring professionals will lead to better results; How he grew a community of real estate professionals; Why you need a community; [18:22 – 33:18] Operators How to find a good sponsor; The importance of referrals Things to do when vetting an operator; Why communication is key; What is a lazy 1031 Announcement: Download Our Sample Deal and Join Our Mailing List [33:18 – 36:46] Round of Insights Apparent Failure: Not finding a professional asset manager. Digital Resource: Vyzer (Litan Yahav's Episode) Most Recommended Book: The Hands-Off Investor  Daily Habit: Walking  #1 Insight for Passive Investing: You need a community to be successful.   Best Place to Grab a Bite in Columbus, Ohio: Tommie's Pizza Contact Jim: To learn more go to leftfieldinvestors.com. Click here to listen to Jim's podcast. Tweetable Quotes: “I don't think you can be successful and beat the returns of syndications unless you know a niche and the market.'" - Jim Pfeifer 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.

    The Key for Successful Real Estate Syndications with August Biniaz, Ep. 453

    Play Episode Listen Later Nov 18, 2022 44:08


    August Biniaz is a Real Estate Developer, Fund Manager, General Partner and a Real Estate Private Equity Thought Leader with 15 years of experience. He is the Co-founder of CPI Capital, where he acts as the CSO and COO working with operating partners across the US. August was instrumental in the closing of over $208 million of multifamily assets since inception. August has a passion for sharing his knowledge and helping others reach financial freedom. August enables investor partners to earn substantial returns by investing in multifamily properties in the hottest US markets. He educates investors through the CPI Academy platform, YouTube Show, Webinars, Meetup Groups, and more. We talked to August about the importance of building a brand, why educating your potential investors is key, and the US and the Canada Markets. Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 05:37] Opening Segment  August talks about his background; Brokering deals and syndications; [05:37 – 24:58] Steady Growth He talks about how he raised $5,000,000 in his first syndication; How the syndication process works; How to build your brand; Why you should educate your potential investors; How to put yourself out there as a multifamily investor; [24:58 – 35:00] Capital Preservation The Canadian Market VS. The US Market; Why there is so much demand by foreign investors for the US real estate; August talks about his company CPI Capital; Challenges that August had to overcome as a non-US resident Announcement: Download Our Sample Deal and Join Our Mailing List [35:00 – 44:07] Round of Insights Apparent Failure: Not educating people in his first investment Digital Resource: Asana Most Recommended Book: Raising Capital Daily Habit: Thinking about what he is grateful for every day  #1 Insight for Investing: Get a coach.  Best Place to Grab a Bite in Vancouver: Chinese Cuisine Contact August: To learn more go to www.cpicapital.ca Tweetable Quotes: “It's really important when you build a brand, other people knowing exactly what you do because the first thing that comes in people's mind is ‘What's in it for me?'" - August Biniaz 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.

    Why You Should Ignore the Fear Mongering with Patrick Grimes, Ep. 452

    Play Episode Listen Later Nov 15, 2022 36:28


    Patrick Grimes is the Founder and CEO at Invest on Main Street. He has over 15 years of experience in active real estate investment, purchasing distressed assets, renovating, and stabilizing for long-term cash flow. His company has helped build passive income and wealth for hundreds of investors while growing a 400M+ portfolio composing of 4000+ units in multifamily apartment communities in the growth markets across Texas and the southeastern United States.  Patrick co-authored an Amazon #1 best-selling book, Persistence, Pivots, and Game Changers and contributes to Forbes Expert Panels on investing and commercial real estate.  Patrick co-sponsors syndications with 40M+ invested from his network of passive investors. We talked to Patrick about recession-resilient markets, steady growth, low-risk deals, and capital preservation.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 03:57] Opening Segment  Patrick talks about his background; He talks about different extensions of his business; [03:57 – 16:32] Steady Growth Low-risk investments and recession-resilient markets; The importance of having a diversified investment portfolio; Houston Market VS. Tucson Market; The importance of investing in markets with steady growth; Patrick's journey with Invest on Main Street; [16:32 – 31:49] Capital Preservation How to position low risk on the deals you look for; Why low risk is about capital preservation; How to structure your debt in today's high-interest market; How to find deals with 5,000,000 equity from day one; The importance of being in the right circles to get deals; The importance of delivering on what you say; Patrick gives advice to investors; Announcement: Download Our Sample Deal and Join Our Mailing List [31:49 – 36:26] Round of Insights Apparent Failure: Losing everything in the 2008 recession Digital Resource: Slack + Asana Most Recommended Book: Traction Daily Habit: Running  #1 Insight for Investing: When values are veining, you need to buy for cashflow and long term growth and you need to invest with people who have been through a downturn.  Best Place to Grab a Bite in Hawaii: Uhai Island Grill Contact Patrick: To download Patrick's book, click here. To learn more go to investonmainstreet.com   Tweetable Quotes: “Once we say we're in, we are in. And I think that's one of the most important components there." - Patrick Grimes 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.

    BRRRR to Financial Freedom with Joseph Cornwell, Ep. 451

    Play Episode Listen Later Nov 11, 2022 33:53


    Joe Cornwell was a full-time police officer from 2012-2021, He began real estate investing by doing a live-in flip in 2011-2014, he started buying rental properties in 2017. He became a real estate agent in 2016, and started a general contracting company in 2018. He has mainly focused on deep BRRRR properties on small to midsized multifamily based in Cincinnati, Ohio. He currently has around 75 doors, 5 full-time contractors, and 1 full-time assistant as employees. His company is Realty One Stop.  We talked to Joe about the importance of having a clear vision, how solving problems can create new opportunities, and how he became a real state investor while being a police officer. Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 04:52] Opening Segment  Joe talks about his background; He talks about how he got into buy and hold real estate; [04:52 – 16:30] 3x Return Joe talks about his process of walking away from his day job for real estate investing; Why having a clear vision and goal is crucial; Different ways to make money from real estate; How solving problems opened a way for Joe; How being a police officer translates to real estate; Joe's advice to blue collars and community service providers who would like get into real estate; [16:30 – 27:17] An Evolving Investor Joe talks about the biggest deal he closed; Why it took so long for him to find a midsize deal; How having a good relationship helped him close the deal he has been looking for; How to structure your debt in today's high interest rate market; The importance of staying aggressive in today's market; What's next for Joe; Announcement: Download Our Sample Deal and Join Our Mailing List [27:17 – 33:52] Round of Insights Apparent Failure: Hiring the wrong contractors in his first deal Digital Resource: Quickbooks Most Recommended Book: Good to Great Daily Habit: Having written goals  #1 Insight for Investing: Having really crystal clear goals will dictate how you go about accomplishing them.  Best Place to Grab a Bite in Cincinnati: Precinct Contact Joe: To learn more you can email Joe or click here to find him on Facebook.  Tweetable Quotes: “Having really crystal clear goals will dictate how you go about accomplishing them!" - Joseph Cronwell 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.

    Investing in Apartments, Short Term Rentals, and Boutique Hotels with Rich Somers, Ep. 450

    Play Episode Listen Later Nov 8, 2022 38:38


    Rich Somers is an active real estate investor and entrepreneur holding a portfolio of apartment buildings and short-term rentals valued in excess of $35M. Rich started his real estate investing journey by cashing out his 401K to buy his first apartment building. Rich has grown his portfolio to over 350 units and co-hosts a monthly real estate networking event in his local city of San Diego. Most recently, Rich founded FortuneCribs as he discovered a shortage of sophisticated, performance-driven operators and a growing need for an all-in-one acquisition, design and management firm in the short-term rental space.  We talked to Rich about partnerships, undervalued opportunities, how he and his business evolved over time, the importance of having a brand, and investing in boutique hotels. Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%! [00:01 – 07:09] Opening Segment  Rich talks about his background; He talks about how he got into real estate; [07:09 – 16:24] 3x Return How he decided he wanted to be an investor; Why he wanted to partner up with others; How you can get a 3x return; The importance of finding an undervalued opportunity; Rich talks about how their business evolved over time; What to look for in a partner; [16:24 – 33:27] An Evolving Investor How to grow your social media presence; How building an audience can help you with your business; What makes boutique hotels a great investment; Recession-proof hotels; How to use the current lending environment to your advantage; Rich talks about the benefits of seller financing; He talks about his short term rental business; Announcement: Download Our Sample Deal and Join Our Mailing List [33:27 – 36:40] Round of Insights Apparent Failure: Hiring the wrong property manager in his first deal Digital Resource: pricelabs.co Most Recommended Book: Cashflow Quadrant Daily Habit: Using monday.com  #1 Insight for Investing: Take action because we learn by doing. Don't wait for everything to be perfect to get started.  Best Place to Grab a Bite in San Diego: Santana's Mexican Food Contact Rich: To learn more go to Rich's Instagram or find him on Linkedin.  Tweetable Quotes: “All those risks are real, so put some weight on them!" - Rich Somers “You will only grow to the level of your constraints, not your potential." - Rich Somers 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.

    Why 1 in 10 Americans Use Self-Storage with Tom Dunkel, Ep. 449

    Play Episode Listen Later Nov 4, 2022 32:53


    Tom has a background in corporate finance and over 25 years of real estate and investment experience. He has also specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner, and integrity have seen him help alternative investors achieve their wealth-building goals.  We talked to Tom about passive investing, what to look for in an operator as a passive investor, self-storage, and what makes it great.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 03:57] Opening Segment  Tom talks about his background; How he got into real estate from working in corporate;   [03:57 – 11:43] Passive Investing He talks about the challenges he faced when he got into real estate in 2006; Why real estate is easy to buy and harder to operate; The approach you need to take when investing passively; What to look for in an operator as a passive investor;   [11:43 – 27:05] Self-Storage REITs, funds vs investing directly into a property; The self-storage market What made self-storage consistent throughout the years; What to look for in a market for self-storage; What markets to invest in for self-storage; How to manage self-storage properties; What makes self storage investments owner friendly;   Announcement: Download Our Sample Deal and Join Our Mailing List   [27:05 – 32:52] Round of Insights Apparent Failure: Getting fired Digital Resource: Basecamp Most Recommended Book: The Last Place on Earth Daily Habit: Making his bed every morning. #1 Insight for Self-storage Investing: Storage performs great in uptimes and downtimes. Best Place to Grab a Bite in Philadelphia: 333 Belrose Contact Tom: To learn more and download the free e-book; go to Tom's website or find him on Linkedin. Tweetable Quotes: “Good times, bad times… Storage is pretty darn steady!" - Tom Dunkel 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.

    Investing in Cashflow vs. Appreciation Markets with Ken Gee, Ep. 448

    Play Episode Listen Later Nov 1, 2022 36:18


    Ken Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction and principal investing experience. Throughout his career, he has been involved in transactions valued in excess of $2 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects as well as playing a significant role as a member of due diligence and transaction structure planning teams for several private equity firms specializing in the small and middle markets. We talked to Ken about the Florida Market, how their private equity approach makes finding deals easier, value add strategies and much more.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 03:24] Opening Segment  Ken talks about his background; How and why they started his investing in Florida; [03:24 – 16:07] Value Add Properties Ken talks about their investing strategies; Why value add properties work; Why you should leave some space for renovation for the next value add investor; The changes Ken made when he switched to the Florida Market from the Cleveland Market; How a change of approach to your buying strategy can increase the number of deals you get; Where to invest in Florida; How being vertically integrated can help; [16:07 – 31:31] Finding New Investors How to find new investors; 4 rules for vetting an operator; Investors to work with and inventors to avoid; Why you shouldn't go all in on one investment; 5 steps for implementing a value add strategy to your business; Ken talks about his ebook.   Announcement: Download Our Sample Deal and Join Our Mailing List   [31:31 – 36:17] Round of Insights   Apparent Failure: Not managing his renovation budget correctly on a property   Digital Resource: Asana   Most Recommended Book: The 10x Rule   Daily Habit: Learning something everyday.     #1 Insight for Multifamily Investing: Be patient.    Best Place to Grab a Bite in Cleveland: 3 Palms   Contact Ken: Click here to download Ken's free ebook. To learn more go to his website.   Tweetable Quotes: “Being vertically integrated is a slow, painful process but it works really well" - Ken Gee “Time is always your friend in the real estate world" - Ken Gee 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.

    How He Added 560 Units in 2 Years with Jay Balekar, Ep. 447

    Play Episode Listen Later Oct 28, 2022 31:11


    Jay is the founder and managing principal of the Compounding Capital Group. Jay started investing in real estate in 2020 to diversify his investment portfolio. Although Jay was always interested in learning about and investing in real estate, he became passionate about real estate after doing his first few multi-family repositioning deals after realizing the true potential of real estate to create freedom of time, money, and location. Jay specializes in cash-flowing commercial multifamily real estate.  We talked to Jay about the importance of good broker relationships, the value of relationships, and being a credible investor.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 04:58] Opening Segment  Jay talks about his background; How he started his investing journey; Why enjoying the process is more important than the results; [05:16 – 15:32] Brokers vs. Off Market Jay talks about some of the challenges that he faced stabilizing a value add property; Key lessons learned from Jay's first deal; The value of relationships; How Jay added 560 units to his portfolio in 2 years; Why you should find the deals that make sense; Why having a good relationship with brokers is key; Brokers vs. Off Market; [15:32 – 25:46] Credibility How you can get credibility early on to build relationships; The importance of getting in the right circles, The reasons why you need to be a part of a mastermind, and have coaches, Why you should establish yourself as someone who should be treated as a credible investor; The things you can do to show that you are credible; Working on a business vs. Working a job;   Announcement: Download Our Sample Deal and Join Our Mailing List   [25:46 – 31:10] Round of Insights Apparent Failure: The rehab budget in his first deal   Digital Resource: Asana   Most Recommended Book: The Gap and The Gain   Daily Habit: Meditation   #1 Insight for Multifamily Investing: Find the right people.   Best Place to Grab a Bite in Cincinatti: Dewey's Pizza and Skyline Chili   Contact Jay: To learn more go to Jay's website or find him on Linkedin. Tweetable Quotes: “Real estate is a get rich slow game, not a get rich quick game. So you have to be very patient." - Jay Balekar   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.

    6 Syndications Since 2019 with Vish Muni, Ep. 446

    Play Episode Listen Later Oct 25, 2022 35:38


    Vish Muni is the founder of PGL Properties LLC. a commercial real estate investment company extending investment opportunities. He started with investing in Single family homes 10 years back before transitioning to multifamily investing in 2019 where he found his true passion. Since then, he has participated both as a general partner and limited partner in over 6 syndications accounting for more than 1,000 doors.   We talked to Vish about the importance of mentorship and education, why you should join network events, the things you need to look out for before investing, and things to do before investing with a group.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 05:20] Opening Segment  Vish talks about his background; He talks about how he got into real estate investing; How finance helped him to think outside the box [05:16 – 22:56] Networking and Education Why he switched to multifamily from duplexes; The importance of mentors; Why networking is so important; How networking events and getting educated helped Vish in his journey;  [14:12 – 26:30] 0 to 700 Units How you can scale from 0 to 700 units; How joining one networking group will lead to another; How capital raising became his niche; Why you should invest in a deal as an LP before you do anything else; The things you need to look out for when investing; What you should do before investing with a group,   Announcement: Download Our Sample Deal and Join Our Mailing List   [26:30 – 35:37] Round of Insights Apparent Failure: A deal that failed;   Digital Resource: Toggle   Most Recommended Book: Sell or Be Sold   Daily Habit: Exercising   #1 Insight for Raising Capital for Multifamily Investing: Don't get excited by the fancy numbers, and educate yourself.   Best Place to Grab a Bite in Belton, Austin: Deadfish Grill   Contact Vish: To learn more go to Vish's website or find him on Linkedin.   Tweetable Quotes: “With accountability comes mentorship" - Vish Muni   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.

    $58 Million in Midwest Apartments with Tate Siemer, Ep. 445

    Play Episode Listen Later Oct 21, 2022 41:59


    Tate Siemer is the visionary and CEO of GreenLight Equity Group, which currently owns 595 units totaling $49.5M in value in Oklahoma City, and Columbus, OH. Tate's passion is improving apartment buildings in such a way that maximizes value of community. In order to provide solid, consistent returns to investors and well-being to residents, Tate and team operate clean, safe, progressive communities that promote a thriving living environment. Tate hosts “The Apartment Guys Podcast” and serves on the Executive Board of the Utah Real Estate Investor Association.  We talked to Tate about the Greenlight Equity Group, hybrid markets, the importance of finding the right property manager, and his approach with investors.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 05:16] Opening Segment  Tate talks about his background He talks about the Greenlight Equity Group He talks about the markets they prefer to invest in Why he and his partner switched to multifamily [05:16 – 22:56] The Midwest Market and The Right Property        Manager The reasons why Tate prefers to invest in the midwest; Why you should invest in hybrid markets like Oklahoma and Columbus; How to oversee operations from a distance; How not finding the right property manager can harm you; The importance of implementing an asset management plan to get everybody on the same page; The importance of finding the right property manager for the right asset class; [22:56 – 32:08] Investor Relations Lessons that Tate learned in his journey; The things that Tate would do differently if he could go back in time; He talks about his approach with his investors; Why you should fail forward;   Announcement: Download Our Sample Deal and Join Our Mailing List   [32:08 – 41:59] Round of Insights Apparent Failure: Finding the wrong builder to partner up with to build townhomes in Salt Lake City;   Digital Resource: Audible   Most Recommended Book: Multifamily Investors Who Dominate   Daily Habit: Meditation    #1 Insight for Raising Capital for a New Investor: Don't wait until you've got the deal to try to raise capital.   Best Place to Grab a Bite in Salt Lake City:  Red Iguana   Contact Tate: To learn more go to investwithgreenlight.com. Click here to listen to Tate's show “The Apartment Guys”. To listen to Neal Bawa's most recent interview with John, click here.   Tweetable Quotes: “You just have to vet your property manager as if you are hiring an employee or a CEO of your company." - Tate Siemer “You need to be ready to make decisions without having all of the information" - Tate Siemer   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and hit that subscribe button so you do not miss an episode.

    Lessons from a Failed Capital Raise with Dave Dubeau, Ep. 444

    Play Episode Listen Later Oct 18, 2022 41:48


    Dave Dubeau helps real estate entrepreneurs to scale their portfolios by attracting investors/jv partners and their capital instead of chasing after it. He created the Money Partner Formula process that raises 6-figures (or more) in 6-weeks (or less) by getting the right investors to come to you. Dave is the CEO and Founder of Results Enterprises Inc. / the Money Partner Formula which offers a proven strategy to help clients find their ideal investors. They help investors raise capital quickly to grow their real estate portfolios. He is also a passive investor, best-selling author, and sought-after speaker. We talked to Dave about how the money partner formula works, what to do and what not to do before raising capital, the logical way of marketing, and much more!   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 04:40] Opening Segment  Dave talks about his background; How failing helped him improve the capital raising process; [04:40 – 20:57] Meaningful Relationships His first failed capital raise; How he came up with the money partner formula; Understanding why Dave's first capital raise failed; Dave breaks down the money partner formula The importance of setting the stage before trying to raise capital; [20:57 – 35:29] After The Capital Raise Warm Up What to do after reaching out to people for capital raise; Why you need to keep the marketing simple; The reasons your marketing needs to be educational and entertaining; Why you shouldn't depend on your marketing to sell; How a soft commitment or a non-binding expression of interest can help;   Announcement: Download Our Sample Deal and Join Our Mailing List   [35:29 – 41:47] Round of Insights Apparent Failure: The business he started in Costa Rica;   Digital Resource: Having your own website   Most Recommended Book: Who Not How   Daily Habit: Exercising    #1 Insight for Raising Capital for a New Investor: Don't wait until you've got the deal on to go to try to raise capital.   Best Place to Grab a Bite in British Columbia, Canada:  Korea Yum Yum Chicken   Contact Dave: To learn more go to daviddubeau.com. Click here to listen to Dave's new show “How to Raise Capital 101” Tweetable Quotes: “When it comes to capital raising, keep your marketing super simple." - Dave Dubeau “The goal of your marketing is to create curiosity” - Dave Dubeau   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.

    What You Must Learn as a Passive Investor with Camilla Jeffs, Ep. 443

    Play Episode Listen Later Oct 14, 2022 35:10


    Camilla Jeffs is passionate about financial education, building wealth, and living a life by design. She is the Founder and CEO of Steady Stream Investments, a company focused on providing investment opportunities in large multifamily and senior housing communities. Camilla believes in the investing trifecta, where one can achieve strong financial returns and create social and environmental impact through safe, clean, and affordable housing. We talked to Camilla about her journey from single-family investing to multifamily, her passive investing education platform, things you need to do before stepping into the passive side, and much more about passive investing!   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 05:09] Opening Segment  Camilla talks about her background; She talks about how she got into real estate; She talks about the live and flip method; [05:09 – 21:00] Educating Kids and Investors How she teaches her kids how to fix and flip houses; The importance of instilling work ethic into your kids; The point where she decided to move forward to other asset classes; Why she launched an education company for passive investors; [21:00 – 30:05] Leaping Into Passive Investing Three things that make multifamily better than single-family; The upsides of large multifamily; Three things to do before you step off to the passive side; The things that will make you love passive investing; Some of the mistakes syndicators make and how not to make them; She talks about the passive investing onboarding program Announcement: Download Our Sample Deal and Join Our Mailing List [30:05 – 35:08] Round of Insights Apparent Failure: Not being able to raise money when she started investing   Digital Resource: Active Campaign   Most Recommended Book: Think and Grow Rich   Daily Habit: Feeding her animals   #1 Insight for Apartment Investing: Take the leap.   Best Place to Grab a Bite in North Dallas:  North Side Pie   Contact Camilla: To learn more go to Camilla's website   Tweetable Quotes: “I don't think you can achieve what you want unless you work for it." - Camilla Jeffs   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.  

    Don't Raise Capital, Build Relationships Instead with Maurice Philogene, Ep. 442

    Play Episode Listen Later Oct 11, 2022 42:09


    Maurice Philogene is a Real Estate Investor, Entrepreneur, Restaurant Owner, Explorer of 100 Countries, Public Servant (Federal Agent & Police Officer), Philanthropist, and Lifestyle Design/Wealth Coach. He is a Managing Partner of Quattro Capital. He has a passion for living life leveraging freedom principles - financial freedom, time freedom, geographic freedom, freedom of purpose, and freedom of relationships. Maurice used real estate and professional careers to generate passive income and build legacy all while empowering communities and helping others live their best life now through lifestyle design. We talked to Maurice about the importance of meaningful relationships, why you should have a positive mindset, and why multifamily is a better performer than other asset classes.   Groundbreaker: Click here to learn how to raise more money and speed up the syndication process by 80%!   [00:01 – 05:09] Opening Segment  Maurice talks about his background; He talks about how he wanted take on multifamily as a challenge; How he launched his business; [05:09 – 22:29] Meaningful Relationships The importance of having the freedom to build meaningful relationships; How partnering up have been a huge help for Maurice; Why you should take action; Why you should have a positive mindset; Maurice's approach to LP's; How raising capital and building relationships are two different things; [22:29 – 33:17] The Quattro Way How the Quattro Team has made changes to adjust the shifting market; Why educating people is important for your investment goals; Where to position yourself in the current economic climate; Why multifamily is performing better than other investment options; Maurice talks about some of the lessons learned in the past 12 months;   View a Sample Deal Package: Download Our Sample Deal and Join Our Mailing List   [33:17 – 42:08] Round of Insights Apparent Failure: Buying a penthouse condo for the sake of status;   Digital Resource: Earth Class Mail   Most Recommended Book: The 4-Hour Workweek   Daily Habit: Getting up at 4 am.   #1 Insight for Building Relationships: Just help people, and more will come back around.   Best Place to Grab a Bite in Izmir, Turkey:  Kordon   Contact Maurice: To learn more go to Maurice's website or find him on LinkedIn.   Tweetable Quotes: “Start with the premise that it ain't about you" - Maurice Philogene “When you chase money, you'll eventually fail." - Maurice Philogene   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.

    How to Attract Capital through Podcasts with Trevor Oldham, Ep. 441

    Play Episode Listen Later Oct 7, 2022 42:34


    Trevor Oldham is the Founder and CEO of Podcasting You, the leading podcast booking agency for real estate investors. Podcasting You has worked with hundreds of real estate investors to book thousands of interviews and raise millions. Through the inspiration of his clients, Trevor is actively looking to start his first house hack.  Trevor has worked with Multifamily, Commercial, Industrial, Self-Storage, Mobile Home Park, Assisted Living, Short-Term Rental, Land and Note Investors, and Syndicators. In addition to those Investors and Syndicators, Trevor has worked with Wholesalers, Flippers, 1031 and Self-Directed IRA Specialists, and even Real Estate Attorneys to help raise capital, generate more exposure, and increase their networking opportunities. We talked to Trevor about his podcasting business, the services they offer, and best practices to attract investors through podcasting! Groundbreaker: Click here and speed up the syndication process by 80% and stand out with investors!   [00:01 – 05:08] Opening Segment  Trevor talks about his background; He talks about how he got into podcasting; How he launched his business; [04:16 – 16:39] An Eye for PR & Marketing How he built 500k followers; Why he switched to freelancing; The importance of being able to humble yourself and put your skills in work; He explains why they chose to work with real estate investors as a niche; The services they offer at Podcastingyou; Some of the challenges of starting a podcast and being a guest on a show; [16:39 – 34:31] Attract Capital via Podcasts Some of the results Trevor sees with his clients; How Trevor creates value for clients by being on podcasts; Why some people are not a good fit to be a guest on podcasts; Some of the things not to do during an interview; What a successful podcast host/guest looks like; Better to be a guest or launch your own show? Announcement: Download Our Sample Deal and Join Our Mailing List   [34:31 – 42:33] Round of Insights Apparent Failure:Trying to book turnkey investors in fix and flip shows early in his company;   Digital Resource:Basecamp   Most Recommended Book: Thinking Fast and Slow   Daily Habit:Meditation   #1 Insight for successfully growing your business through podcasting:Be consistent.   Best Place to Grab a Bite in New York: La Baia's   Contact Trevor:To learn more click here or connect with Trevor on his LinkedIn.   Tweetable Quotes: “Podcasting is only one arm of the whole marketing spectrum" - Trevor Oldham   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.

    Why J. Scott Got a Mentor AFTER Flipping 450 Homes, Ep. 440

    Play Episode Listen Later Oct 4, 2022 47:56


    J. Scott is an entrepreneur, investor, advisor and partner at Bar Down Investments. They are focused on buying and repositioning large multifamily properties, and in the past 14 years, J has bought, built, rehabbed, sold, and held over $100,000,000 in properties. J is a strategic advisor in several companies, and he is a big-time author for BiggerPockets books including the best-seller, “The Book on Flipping Houses”. We talked to J about flipping, multifamily, the economy, the importance of defining your buy box and how that affects your relations with brokers, the strategies you can follow based on the current interest rates, and his new book “Real Estate by the Numbers”.   Groundbreaker: Click here and speed up the syndication process by 80%!   [00:01 – 04:41] Opening Segment  J talks about his background; He talks about how he got into multifamily investing after flipping houses for 10 years; [04:16 – 14:43] Why He Went From Flipping 450 Houses to Apartments J talks about how he managed to flip 450 houses in ten years; The importance of finding the right people to get things done; The reasons why J moved into multifamily The things that make commercial real estate different; The reasons why inflation is good for real estate investors; How he got himself educated about multifamily; [14:43 – 40:26] How to Build a Recession-Proof Portfolio J talks about the challenges he faced when he first got into multifamily; The reasons why they decided to invest in the Houston Market; The importance of defining your buy box; The types of apartments J prefers to invest in and the ones he avoids; How you should approach brokers; J talks about his new book “Real Estate by the Numbers”; He talks about the things to keep in mind about the economy and recessions; Strategies you can follow based on the current interest rates; What makes the bridge rates today more attractive than fixed; Announcement: Download Our Sample Deal and Join Our Mailing List    [40:26 – 47:55] Round of Insights Apparent Failure:Building an educational product in the tech space.   Digital Resource:Quickbooks   Most Recommended Book: Thinking Fast and Slow   Daily Habit:Sleeping   #1 Insight for Investing:Talking to your investors about the impact of the technology.   Best Place to Grab a Bite in Florida: Tsunami   Contact J. Scott:Go to numbersbook.com to learn more about J's new book “Real Estate by the Numbers” or click here to check out his other books. To connect and learn more about J, click here.   Tweetable Quotes: “The more failure you have, the higher likelihood you are not a quitter and eventually you are going to hit success" - J. Scott   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.

    Property Automation for Apartment Owners with Mike Branam, Ep. 439

    Play Episode Listen Later Sep 30, 2022 25:13


    Mike Branam is the Director of Multifamily Sales at PointCentral which offers a property automation platform to apartment owners and operators. PointCentral's technology combined with its parent company alarm.com is installed in over 6,000,000 homes across the US. We talked to Mike about how PointCentral streamlines various technologies onto a single trusted solution, how it can increase the value of a property, and what types of properties it is for.   Groundbreaker Platform for Investors: Click here and speed up the syndication process by 80%!   [00:01 – 04:16] Opening Segment  Mike talks about his 20 years in multifamily tech; He explains what his company PointCentral does; [04:16 – 11:46] Not Just a Smart Apartment Mike talks about some of the tech solutions for multifamily properties; He talks about common problems and how their multifamily technology solutions; How PointCentral streamlines various technologies onto a single trusted solution; How PointCentral can increase the value of a property; [11:46 – 20:42] Property Automation and Software Solutions The types of properties that benefit from smart technology; He talks about different asset classes that PointBlank can integrate with; How smart tech is useful with short-term rentals as well; Mike talks about the new functions they are looking to implement in PointCentral; The price range for integrating PointCentral; Announcement: Download Our Sample Deal and Join Our Mailing List    [30:27 – 34:13] Round of Insights Apparent Failure: Creating a product that was ahead of its time.   Digital Resource: DMs   Most Recommended Book: Atomic Habits   Daily Habit: Writing   #1 Insight for Implementing Proptech into Your Multifamily Portfolio Talking to your investors about the impact of the technology.   Best Place to Grab a Bite in Denver:  Los Dos Potrillos   Contact Mike: To reach out to Mike, go to his LinkedIn   Tweetable Quotes: "Now we don't just have the smart apartment, we are moving towards smarter communities as a whole” - Mike Branam   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.

    How to Select, Manage, and Track Passive Investments with Litan Yahav, Ep. 438

    Play Episode Listen Later Sep 27, 2022 34:13


    Litan Yahav is an ex-navy officer, exited tech founder, LP investor in real estate and private equity. He is an angel investor and he has got a passion for passive income, and wealth creation. Litan is also the co-founder of Vyzer. We talked to Litan about his approach to passive investing, re-fi events, what to look for in an operator and his company Vyzer.   Announcement: Click here and speed up the syndication process by 80%!   [00:01 – 05:42] Opening Segment  Litan talks about his background; He talks about how he started investing; [05:42 – 16:25] Why They Only Invest in Real Estate Passively He talks about his previous startup; How he decided to launch Vyzer. Litan talks about his process in real estate investing; Why they only invest in syndications; Litan talks about some of the lessons learned; Why you should ask about the re-fi event; [16:25 – 30:27] How Vyzer Helps LPs Tracks Their Investments What to look for in an operator; How they manage deals; What makes Vyzer a viable product; He talks about the changes in the marketplace; Announcement: Download Our Sample Deal and Join Our Mailing List    [30:27 – 34:13] Round of Insights Apparent Failure: His single family home investments.   Digital Resource: Notion   Most Recommended Book: Never Split The Difference   Daily Habit: Working out   #1 Insight for Investing The objective should be passive income and wealth should be the means to generate it.   Best Place to Grab a Bite in Israel:  Mezcal   Contact Litan: To learn more go to vyzer.co   Tweetable Quotes: “The objective should be passive income and wealth should be the means to generate it.” - Litan Yahav   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.  

    How to Establish Investor Trust with Dan Kryzanowski, Ep. 437

    Play Episode Listen Later Sep 23, 2022 27:52


    Dan Kryzanowski is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive stores.  Dan possesses industry leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today's post-covid world, Dan often expresses the incredible opportunities for investors of all sizes.  We talked to Dan about the importance of networking, some of the red flags you should watch out for, and what makes the Texas Market great.   Special Offer: Groundbreaker is providing a webinar on capital raising, along with a demo to share how their users are saving 80% of your time.     [00:01 – 04:10] Opening Segment  Dan talks about his background; He talks about how he got into real estate investing; [04:10 – 10:09] Establishing Trust He talks about his first investment; He talks about how he got into multifamily; The importance background and networking; Some of things to look for to help establish trust;  [10:09 – 21:33] The Texas Market Some of the red flags you should watch out for; Why invest in The Texas Market; What makes the Texas Market great; Announcement: Download Our Sample Deal and Join Our Mailing List    [21:33 – 27:51] Round of Insights Apparent Failure: A hard money loan that gave him a hard time.   Digital Resource: Otter.ai   Most Recommended Book: Changing The World Order   Daily Habit: Meditation   #1 Insight for Investing Diversification   Best Place to Grab a Bite in Austin:  Lambert's   Contact Dan: To learn more go to Dan's Linkedin or click here to go to his website. For alternative investments in your retirement account click here.   Tweetable Quotes: “Trust is when money moves.” - Dan Kryzanowski   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.

    Market Selection and Market Knowledge with Zach Fugman, Ep. 436

    Play Episode Listen Later Sep 20, 2022 35:41


    Zach Fugman is a Houston-based apartment syndicator who got his start in commercial real estate by joining a syndication education and coaching group called Lifestyles Unlimited. Today, he is the owner of A-Strategy Management, serving as a GP of 1,700+ units, key principal of 1,100+ units, and LP of 400+ units. Zach is the owner of A-Strategy Management, which syndicates apartment deals. His portfolio consists of thousands of units as a GP, KP, and LP in the Cincinnati area, Mississippi, Atlanta, and Houston. We talked to Zach about the importance of networking and credibility, the benefits of avoiding competition, and the various markets he prefers to invest in.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 06:07] Opening Segment  Zach talks about his background; He talks about how he got into real estate investing; He talks about some of the deals they did across the country. [06:07 – 17:05] Patience and Perseverance Zach talks about his early days; The importance of credibility; The importance of knowing the market you'll invest in; Three ways to protect your investors; Some of Zach's core tenants to invest in a property;  [17:05 – 30:21] Networking and Selecting Markets What you can get out of events and conferences; How to select your markets; Zach talks about the markets he invests in; The importance of figuring out how to avoid competition;  [30:21 – 34:42] Round of Insights Apparent Failure: Flipping houses   Digital Resource: Google Calendar   Most Recommended Book: The End of the World Is Just the Beginning   Daily Habit: Coffee   #1 Insight for Investing Be aggressive in networking.   Best Place to Grab a Bite in Houston:  Sea Food   Contact Zach: To learn more go to Zach's Linkedin or go to this website. Tweetable Quotes: “In the past few years it looked like you could do no wrong but clearly some people have” - Zach Fugman   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.

    How to Grow Your Social Media Brand with JD Sustar, Ep. 435

    Play Episode Listen Later Sep 16, 2022 29:59


    JD Sustar, aka Finance Cowboy, has been in the real estate industry since 2016 when he flipped his first home in South Florida. It was an overwhelming experience and made him realize two things: 1. He had a lot to learn 2. Real long-term wealth is built through owning rentals, not flipping homes. In 2018 with only a $10,000 net worth, JD began buying rental properties in Upstate South Carolina. Since then he has purchased 13 single-family homes, a mobile home park, and multiple AirBnB's, while also acquiring and launching multiple six-figure businesses which include: Finance Cowboy, Peacock Insurance Agency & Shoppable LLC. He has amassed tens of thousands of followers on social media where he teaches others how to build wealth and freedom. We talked to JD about his investing journey, how he grew his social media massively in just a year and how he created his personal brand.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 03:34] Opening Segment  JD talks about his background; He talks about how he got into real estate investing; [03:34 – 10:09] Patience and Perseverance JD talks about his portfolio; He talks about his insurance business; The importance of understanding how patience can help you; The importance of networking; How to evaluate a business;  [10:09 – 25:56] Growing Your Social Media 101 How to grow your social media; How to commit to posting everyday and set yourself up for success; What types deals you should look for under the affordable umbrella;  The ways that creating a personal brand can help you; JD talks about why he started getting active on social media; How JD mixes the content he creates for social media; Contact JD: Links below.    [25:56 – 29:58] Round of Insights Apparent Failure: Not having a good season because of distractions in his junior year at college.   Digital Resource: The One Page Marketing Plan   Most Recommended Book: Who Not How   Daily Habit: Exercising   #1 Insight for Growing Your Social Media Brand Be Consistent   Best Place to Grab a Bite in South Carolina:  The Smoking Pig   Contact JD: To learn more go to JD's Instagram or go to this website. To download his 19-Point Checklist for Analyzing a Rental Property click here.   Tweetable Quotes: “Be consistent. Show up everyday and engage with others. If you do that you're going to have a lot success.” - JD Sustar   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.

    The Surprising Truth About Affordable Housing with Jason Stubblefield, Ep. 434

    Play Episode Listen Later Sep 13, 2022 33:16


    Jason Stubblefield has been investing in real estate for over 10 years. He started with single-family homes and eventually obtained his residential real estate license with Keller Williams. Jason has since moved into the multifamily real estate investing space and is a general partner in over 900 multifamily units. Today, he focuses on investing in affordable housing apartment communities, primarily in Georgia. We talked to Jason about affordable housing, the surprising truth about affordable housing investments, and why the strategy is ideal for today's market. Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 02:59] Opening Segment  Jason talks about his background; How he thought that affordable housing was the way to go; [02:59 – 14:39] The Affordable Housing Umbrella Jason breaks down the types of affordable housing; He talks about tax credit properties; How different government programs fall under the affordable housing umbrella; He breaks down how a public-private partnership works;  [14:39 – 29:26] Investing in Affordable Housing How to make money in affordable housing as an investor; How you can exit and cash out when you have to keep it affordable for 15 years; What types deals you should look for under the affordable umbrella ; Jason talks about where to start if you are looking to get into affordable housing; He talks about the strategies he uses with limited partners;  [29:26 – 33:14] Round of Insights Apparent Failure: Not being around people who were doing it when he got started   Digital Resource: justasnap.org   Most Recommended Book: The Science of Getting Rich   Daily Habit: Visualization   #1 Insight for Investing in Affordable Housing It's a great way to do well and do good all at the same time.   Best Place to Grab a Bite in Atlanta:  Restaurant 10   Contact Jason: To learn more and join the Facebook group, click here.   Tweetable Quotes: “You can also earn a return while putting your money into something that's going to benefit the community.” - Jason Stubblefield   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.

    Steal This Effective But Rarely Used Tactic to Get Noticed with David Wachs, Ep. 433

    Play Episode Listen Later Sep 9, 2022 33:12


    A serial entrepreneur, David's latest venture, Handwrytten, is bringing back the lost art of letter writing through scalable, robot-based solutions that write your notes in pen. Developed as a platform, Handwrytten lets you send notes from your CRM system, such as Salesforce, the website, apps, or through custom integration. Used by major meal boxes, eCommerce giants, nonprofits and professionals, Handwrytten is changing the way brands and people connect. Prior to starting Handwrytten, David founded Cellit, a leading mobile marketing agency. Cellit was sold to HelloWorld in 2012. We talked to David about how letter writing through robot based solutions, and outbound marketing can have an impact in your relationships with your investors.    Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 08:32] Opening Segment  David talks about what they do and why they launched the company; He talks about his background; [08:32 – 17:39] The Art of Letter Writing Through Robot-Based Solutions How he managed to create robots which able to write on paper; How the robot varies the shape of the text; The impact you can make with a ; The capabilities of David's robots;  Why you should incorporate handwritten notes to your outreach program; The best way to find the right property manager [17:39 – 28:27] Outbound Marketing David explains outbound marketing; Strategies that can help you with outbound marketing; Why you should do outbound marketing with handwritten notes; The creative side of outbound marketing; Digital VS Handwritten; He talks about how the personalization works;  [28:27 – 33:11] Round of Insights Apparent Failure: Getting fired   Digital Resource: Appsumo   Most Recommended Book: The E Myth   Daily Habit: Fasting   #1 Insight for Building Business Relationships Check in with people you know.   Best Place to Grab a Bite in Phoenix:  Otro Cafe   Contact David: To learn more go to www.handwrytten.com.   Tweetable Quotes: “Handwritten notes are a great way to stand out with relatively little risk.” - David Wachs    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.

    How to Accelerate Your Multifamily Portfolio with Andrew Cushman, Ep. 432

    Play Episode Listen Later Sep 6, 2022 44:12


    Andrew Cushman is a former chemical engineer who found his entrepreneurial calling in real estate. In 2007 Andrew left his corporate position to start a business in real estate, starting off flipping single-family properties in Southern California. Sensing a shift in the market, in 2011 Andrew transitioned to multifamily acquisitions and has successfully syndicated and repositioned over 2,300 multifamily units. He is a frequent guest and panelist on real estate podcasts and educational forums, and recently launched The Multifamily Accelerator: a multifamily mastermind group for active and experienced Real Estate investors.  We talked to Andrew about how his multifamily investing journey started, what to look for when starting out, how to approach investing in an older property, what to look for in a market, and the types of deals to avoid!   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 05:53] Opening Segment  Andrew talks about his background. He talks about how he got into real estate investing; [05:53 – 21:26] Big Lessons Learned from a First Deal Transitioning from single-family flipping to multifamily investing; He talks about his first multifamily deal; How hiring a mentor is a must; What to look for when starting out;  How to approach when you are investing in an older property; The best way to find the right property manager [21:26 – 37:14] When to Start What markets to invest in; What to do when you can't buy a deal; The importance of staying true to your process; The importance of relations with brokers; The types of deals to avoid  [37:14 – 44:10] Round of Insights Apparent Failure: His first multifamily deal   Digital Resource: ESRI   Most Recommended Book: Long Distance Real Estate Investing   Daily Habit: Making the plan for the next day   #1 Insight for Multifamily Investing Multifamily is easier than you think it is, but not at the beginning.   Best Place to Grab a Bite in Southern California:  The Cheesecake Factory   Contact Andrew: To learn more go to www.vpacq.com.   Tweetable Quotes: “Risk comes down to lack of knowledge or control.” - Andrew Cushman  “Multifamily gets better the bigger you get” - Andrew Cushman   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.  

    How to Leverage Life Insurance Without Dying with Sarry Ibrahim, Ep. 431

    Play Episode Listen Later Sep 2, 2022 29:02


    Sarry Ibrahim is a financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160 years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept;the Bank On Yourself Concept, also known as the Infinite Banking Concept. We talked to Sarry about the Bank On Yourself concept, whole life policies and how they can support your investments.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 04:25] Opening Segment  Sarry talks about his background. He talks about how he became a financial professional; [04:25 – 16:46] Whole Life Policies 101 He explains the “Bank on Yourself” concept and who it applies to; The benefits of  a whole life policy; Why many people don't know about whole life policies;  What to look for in a life policy; [16:46 – 23:03] When to Start Sarry talks about at what point a whole life policy is a smart move for an investor; The importance of educating yourself about whole life policies; The minimum numbers you need to start a whole life policy; The ways to convert your existing whole life policy;  [23:03 – 29:01] Round of Insights Apparent Failure: A job he was denied after graduating college.    Digital Resource: Radius (CRM)   Most Recommended Book: Becoming Your Own Banker   Daily Habit: Recapping his priorities every morning   #1 Insight for Investing in Whole Life Policies Align it with your objective.   Best Place to Grab a Bite in Chicago:  Pizzeria Uno   Contact Sarry: To learn more go to thinkinglikeabank.com, click here to listen to Sarry's podcast.   Tweetable Quotes: “For every door closed, another door opens.” - Sarry Ibrahim   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.

    Why Now Is a Good Time to Find Off-Market Deals with Sterling White, Ep. 430

    Play Episode Listen Later Aug 29, 2022 35:06


    Sterling White is a seasoned Real Estate Investor, Philanthropist, & Former World Record Attemptee who was born and raised in Indianapolis, Indiana. Breathing and living real estate since 2009, Sterling is the Founder of Sonder Investment Group. Throughout the span of more than a decade, Sterling has contributed to helping others become successful in the real estate industry. In addition, he has been involved with both buying and selling over 100 single family homes and scaled a personal portfolio to just under 500 units. We talked to Sterling about direct to owner strategies, how the pandemic changed his philosophy, The Houston Market and lessons learned from working with VA's.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 03:01] Opening Segment  Sterling talks about his background. He talks about how he got into real estate investing;  [03:01 – 14:43] A Dedicated Dive into Real Estate Sterling talks about how he pivoted his strategy; Why it's a good time to build a direct-to-owner strategy; He talks about the content he put into BiggerPockets; How the pandemic helped change his philosophy;  What Sterling is trying to get out of traveling the world; The importance of understanding people; [14:43 – 31:11] $50k Investment to Five Syndication Deals in a Year He talks about the markets he invests in; The Houston Market vs. The Indianapolis Market; What you need to do to learn about a new market; Lessons learned from working with VA's; Direct to owner VS. Brokers The power of creating a personal brand  [31:11 – 35:04] Round of Insights Apparent Failure: Not raising enough money on a deal to take care of the improvements.    Digital Resource: Living The App   Most Recommended Book: Shoe Dog   Daily Habit: Working out   #1 Insight for Investing  Numbers don't lie.   Best Place to Grab a Bite in Houston:  Chipotle   Contact Sterling: To learn more go to sterlingwhiteofficial.com, click here to listen to the previous episode he did with John.   Tweetable Quotes: “Numbers don't lie.” - Sterling White   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.

    Why This Doctor Switched from Stocks to Syndications with Vanessa Peters, Ep. 429

    Play Episode Listen Later Aug 26, 2022 32:40


    Vanessa Peters, founder of VMD Investing has been investing in real estate for 10 years in single-family homes, commercial retail,  apartment communities, self-storage and manufactured home parks. She has invested in over 4500 units across 20 properties and 5 funds.  She earned her medical degree at the University of Calgary, Alberta, Canada. She also has a thriving full-time family practice in Escondido, California, and is Chief Physician Officer for her medical group. We talked to Vanessa about why she chose real estate investing over the stock market, syndications, ways to know an operator, and land entitlement.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 02:59] Opening Segment  Vanessa talks about her background. Why she decided to get into real estate investing;  [02:59 – 14:44] A Dedicated Dive into Real Estate She talks about how the power of real estate investing is really strong; Why she switched to real estate investing from the stock market; How the courses on Bigger Pockets helped her when she started investing; How syndications were suitable for Venessa;  She talks about her first syndication deal; Ways to get to know an operator; [14:44 – 27:57] $50k Investment to Five Syndication Deals in a Year $50k investment to five syndication deals in a year; Some advice for those looking to be a general partner; How Vanessa evaluates opportunities; She talks about a deal that went south in Nashville and why it happened; She breaks down what land entitlement is;  [27:57 – 32:39] Round of Insights Apparent Failure: A fraudulent investment that she invested in   Digital Resource: BiggerPockets   Most Recommended Book: Best Ever Apartment Syndication Book   Daily Habit: Meditating   #1 Insight for Investing:  Work with people you trust, and trust your gut.   Best Place to Grab a Bite in San Diego:  Miko Sushi   Contact Vanessa: To learn more go to www.vmdinvesting.com, or if you are interested in figuring out your way to retirement, click here.   Tweetable Quotes: “So diversifying is good, but going outside of your immediate circle increases your risk.” - Vanessa Peters   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.

    10 Years with the WRONG Real Estate Strategy with Abel Pacheco, Ep. 428

    Play Episode Listen Later Aug 23, 2022 34:15


    Abel Pacheco is a Real Estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring di We talked to Abel about his investing journey, how education helped him, passive investing and The San Antonio Market.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 03:51] Opening Segment  Abel talks about his background. He broadly talks about what they are doing at the moment;  [03:51 – 11:16] The Four Steps to Doing Your Own Deals  How they spent 10 years buying single-family houses to realize that it wasn't the best way; He talks about why he jumped into commercial multifamily syndications; How they came to realize the benefits of passive investing; From passive investing to active investing [11:16 – 28:05] The Role of Education The importance of education before getting into real estate; Abel talks about their investing strategies and the San Antonio Market; What you should educate yourself on as a passive investor; He talks about how they offer free educational resources to passive investors  [28:05 – 34:16] Round of Insights Apparent Failure: Losing all of his profits after renting one of his single-family homes   Digital Resource: Calendly   Most Recommended Book: The Richest Man in Babylon   Daily Habit: Looking at his milestone generational project plan   #1 Insight for Multifamily Investing  Get started, you've got to act.   Best Place to Grab a Bite in Dallas Fort Worth:  Las Palapas   Contact Abel: To learn more go to 5talents.capital   Tweetable Quotes: “You want to do a single-family deal? Go do that but don't take 10 years doing that. You just need to do two or three deals to build up your confidence before you jump into multifamily” - Abel Pacheco   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.

    Managing Explosive Growth with Kimberly Radakaer Bays, Ep. 427

    Play Episode Listen Later Aug 19, 2022 29:46


    Kim Radaker Bays is a veteran real estate investing expert and founder of Exponential Property Group, a multi-family real estate investment firm that has bought and sold over 9000 apartment units over the last 10 years. The company has been recognized as one of the Inc. 5000 fastest-growing private companies in the US. Kim has been in the real estate industry for 10+ years and has grown Exponential Property Group from two employees to over 170. Before founding Exponential Property Group, Kim was involved with creating and running her family's single-family rental portfolio and house flipping activities. We talked to Kim about the ins and outs of how she grew her real estate business, self-managing, the importance of relations with brokers, and much more!   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 03:13] Opening Segment  Kimberly talks about her background. She talks about how she grew her business;  [03:13 – 13:46] Explosive Growth She talks about her first deal; She breaks down how she did eighteen deals in eighteen months; The importance of knowing what the lender requirements are for new investors; Kimberly talks about self managing; She talks about how they scaled from 2 employees to 170 employees; The importance of relations with brokers; How she makes sure she has people to partner up with; [13:46 – 25:40] In House Businesses She talks about her different businesses in the commercial space; How her materials import business helped through the recent supply chain issues; At what point you should consider bringing things in house; Kimberly's plan for her business   [25:40 – 29:45] Round of Insights Apparent Failure: A unit that they pushed really hard on renovations   Digital Resource: EOS   Most Recommended Book: Leadership and Self-Deception   Daily Habit: Nothing in particular   #1 Insight for Investing  Watch your numbers   Best Place to Grab a Bite in Dallas Fort Worth:  Kirby's   Contact Kimberly: To learn more go to exponentialpropertygroup.com and to learn more about her manufacturing business go to: www.existmultifamily.com Tweetable Quotes: “Make sure you are comfortable with the assumptions you are going in with.” - Kimberly Bays   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.

    Why You Should Consider The Fund Model with Ivan Barratt, Ep. 426

    Play Episode Listen Later Aug 16, 2022 36:44


    Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised nearly $250 million in equity, acquired over 5,900 units, and grown the BAM Companies to a best-in-class, four-time Inc. 5000, private equity, and management firm. Today, Ivan focuses his time on equity finance, acquisitions, and company strategy. Currently, his company manages nearly $700 million in syndicated assets.  We talked to Ivan about his transition from single assets to the fund model, how the fund model works, its pros and cons and the Midwest Market.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 04:03] Opening Segment  Ivan talks about his background. He talks about how he grew his leadership teams and BAM Capital; [04:03 – 19:44] The Fund Model What makes the Midwest Market great; Why he moved from single assets to the fund model; Pros and cons of the fund model; Things to be aware of before transitioning to the fund model; He talks about investing in a fund; What to expect in terms of communication with the investors in the fund model; [19:44 – 31:05] More Capital Fund manager vs Syndicator; What to do before leaping into the fund model What's recapping of assets; How you can double your capital in five to six years;  [31:05 – 36:43] Round of Insights Apparent Failure: The great financial crisis   Digital Resource: Real Vision   Most Recommended Book: Turning The Flywheel   Daily Habit: Journaling   #1 Insight for Investing  It's so important for an investor to get as educated as they can.   Best Place to Grab a Bite in Indianapolis:  Ramen Ray   Contact Ivan: To learn more go to thebamcompanies.com or bamcapgroup.com. Tweetable Quotes: “Don't bet on the horse - bet on the jockey.” - Ivan Barratt “If you do it right, and you push on hard enough and you build it - It becomes its own sustaining momentum over time” - Ivan Barratt 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.

    Starting a Bed and Breakfast with Jules McKenzie, Ep. 425

    Play Episode Listen Later Aug 12, 2022 31:54


    Jules and Ange Mckenzie have been investing in residential real estate in the Orillia and Barrie areas of Canada for over 20 years. His strategy has been buying and holding. He's currently holding 13 investment properties. His portfolio is a mix of small multifamily buildings. He has raised the money to buy properties from Joint Venture investors. Jules and Ange manage their own properties. Jules has also been a Police Officer for 31 years. 11 of which were with the Ontario Provincial Police and he is currently with the Rama Police Service.   We talked to Jules about his knowledge and experience from investing in Orillia, and how they have overcome some obstacles and challenges with his partner.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 02:41] Opening Segment  Jules talks about his background. He talks about how he started investing; [02:41 – 18:01] An Investing Tale from Canada How partnering with other people helped; The reasons why people decided to invest with Jules; How he got interested in real estate in the first place; He talks about the skills he had that were transferable to real estate investing; He talks about a deal with huge profits and breaks down its details; [18:01 – 26:33] Orillia and Barrie Markets He talks about his bed and breakfast deal; The parameters he uses to have guests in where he lives; How holding a property can pay off; He talks about the Orillia and Barrie Markets;  [26:33 – 31:53] Round of Insights Apparent Failure: Financial challenges early in his career.   Digital Resource: Facebook Market   Most Recommended Book: Can't Hurt Me   Daily Habit: His morning routine   #1 Insight for Investing:  Cashflow is everything.   Best Place to Grab a Bite in Charleston:  The Keg Steakhouse   Contact Jules: To learn more go to www.mckenzieproperties.online or you can connect with Jules directly on Instagram or Twitter.   Tweetable Quotes: “When was the best time to invest in real estate? Maybe 20 years ago. When is the next best time to invest in real estate? Right now!” - Jake Wiley   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.

    What to Look for as a Limited Partner with Jake Wiley, Ep. 424

    Play Episode Listen Later Aug 9, 2022 34:30


    Jake Wiley is an entrepreneur, CPA, former CFO, and real estate investor. Jake was the founder at Solar Inverted LLC, a Louisiana-based Residential Solar Finance and Installation Company, which was later acquired by Palmetto Group, where Jake led strategic initiatives until late 2018. Jake's diverse industry experience in both corporate and startup companies, as well as his layered work experience as an executive, founder, and advisor, allow for his unique, well-rounded, and informed perspective on the transition to becoming a Limited Partner. We talked to Jack about why and how he switched to being an LP, what to look for when getting into real estate investing, and his show “The Limited Partner”.   Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 07:14] Opening Segment  Jake talks about his background. He talks about how he started investing; How he started raising money; Why he now prefers to invest as a limited partner; [05:14 – 19:15] A Limited Partner Why and how he transitioned into passive investing; Where property managers aren't useful; He talks about some of the benefits of investing in larger properties Jake gives some advice to those who want to switch to the passive side; [19:15– 27:22] What to Look for When Starting Out What to look for when getting into real estate investing; The importance of getting educated before getting started; Jake talks about his show “The Limited Partner” Why you should consider investing passively before you get to the active side;    [27:22 – 34:28] Round of Insights Apparent Failure: His first business model when he got started   Digital Resource: airdna.com   Most Recommended Book: Authority   Daily Habit: Journaling   #1 Insight for Investing as an LP: Take your time with your first investment.   Best Place to Grab a Bite in Charleston:  The Long Island Cafe   Contact Jake: To learn more go to thelimitedpartner.com.   Tweetable Quotes: “It's so powerful when you find out that you don't have to trade time for dollars anymore.” -Jake Wiley   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.

    How to Attract Major Money for Real Estate with Rob Beardsley, Ep. 423

    Play Episode Listen Later Aug 5, 2022 35:01


    Rob Beardsley founded Lone Star Capital in early 2018, a multifamily investment firm focused on acquiring and operating workforce housing throughout Texas and the Southeast. Since then, Rob has been involved in over $100MM of multifamily acquisitions and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles and hosts the Capital Spotlight podcast. We talked to Rob about mastering the underwriting process, the ins and outs of institutional capital, and how you should approach it. Announcement: Download Our Sample Deal and Join Our Mailing List   [00:01 – 03:20] Opening Segment  Rob talks about his background. How multifamily attracted him to get started; [04:13 – 09:30] Underwriting How he met his partner; The importance of understanding what you are looking for when partnering up; What pushed Rob to master the underwriting deals; He talks about his book “The Definitive Guide to Underwriting Multifamily Acquisitions”; [09:30– 28:32] Institutional Capital 101 Gives and takes of institutional capital; Retail investing Vs Institutional investing; How you can build a network of institutional investors; How to build a relationship with a private equity group or an institutional fund; He talks about his first deal with an institutional investor The downsides of institutional capital; He talks about the LSCNY Summit  [28:32 – 35:00] Round of Insights Apparent Failure: His first capital raise.   Digital Resource: All In Podcast   Most Recommended Book: Getting More   Daily Habit: Journaling   #1 Insight for Investing: You need to have a thesis beyond just the numbers.   Best Place to Grab a Bite in New York:  Kuuramen   Contact Rob: To learn more go to robbeardsley.me or lscre.com. To find out more about the LSC NY Summit click here.   Tweetable Quotes: “You can do a deal together and if it doesn't work out amazingly - no hard feelings. You don't ever have to do a deal together.” - Rob Beardsley   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.

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