The Multifamily Investor Podcast: Passive Investment Strategies To Grow Your Wealth

Property management is one of the most critical components in the growth and overall returns of a multifamily asset. Passive investors should know and understand how deal sponsors are approaching property management. This includes if assets in a fund will be managed in-house or via a third party property management company. Roger Daniel, President and Founder of Daniel Management Group, joins the show to share his thoughts on profitable property management strategies. Show notes: https://multifamilyinvestor.com/2022/11/roger-daniel-056/

Any class of multifamily property has the potential to offer compelling returns for passive investors, but risk profiles and strategy varies significantly among them. While Class A is often associated with newer construction and higher rents, Class B and C properties remain popular assets with distinct advantages. On this episode, we take a look at the investment thesis for Class B and C multifamily properties with the help of Randy Langenderfer. Randy is Principal at InvestArk Properties, which specializes in B and C+ multifamily assets in addition to Class A properties. Show notes: https://multifamilyinvestor.com/2022/11/langenderfer-055/

While passive investing in multifamily can present tremendous return opportunities, there are many pitfalls LPs should avoid. Selecting the right sponsor, whether the deal is structured as a fund or a syndication, is key. On this episode, Andy Hagans of AltsDb: The Alternative Investment Database, joins Scott Hawksworth to discuss. Show notes: https://multifamilyinvestor.com/2022/11/pitfalls-001/

Funds and syndications are the two main vehicles for passive multifamily investment, but what differentiates them? On this episode, Dr. Harry Nima Zegarra of Nima Equity, joins the show to discuss the pros and cons of multifamily funds vs. multifamily syndications.   Show notes: https://multifamilyinvestor.com/2022/10/harry-zegarra-054/

Ground up development, particularly in popular markets like those in Florida, offers significant return opportunities for investors. Choosing the right plots of land, and right submarkets is still critical. Ray Mazzie, Co-Founder and Managing Director at Southern Waters Capital, joins the show to discuss what a successful land acquisition and multifamily development strategy entails. Show notes: https://multifamilyinvestor.com/2022/10/ray-mazzie-053/

For passive investors, having a greater understanding of the MSA where a specific multifamily project is located can provide valuable insight for selecting the right deal. With this in mind, The Multifamily Investor Podcast will be releasing a series of episodes focusing on specific MSAs. First up is Nashville, which has seen incredible growth and interest in multifamily real estate. Today's guest who will break down Nashville for potential investors is Jessica Grover, Managing Partner for Cassica LLC. Jessica has been on both the LP and GP side of multifamily and is herself a Nashville resident. Listen in for her unique perspective on The Music City. Show notes: https://multifamilyinvestor.com/2022/09/nashville-052/

Passive multifamily investing provides wealth building opportunities for individuals in all lines of work. This includes doctors and healthcare professionals who often work well over 40 hours a week and may not have time to actively research multifamily deals. Today's guest, Dr. Pranay Parikh joined the show to discuss his multifamily investing strategy, and how he helps professionals find ideal multifamily deals with compelling returns. Show notes: https://multifamilyinvestor.com/2022/09/pranay-parikh-051/

Multifamily plays a critical role in urban real estate by both delivering much needed housing supply and shaping urban communities. After an exodus from some population centers in the midst of COVID-19, many are turning their attention back to cities. Meanwhile, urban real estate in Sun Belt cities continues to be in high demand. Sonya Rocvil, Principal and Founder of Bedrock Real Estate Investors, joins the show to explore opportunities in urban real estate for passive multifamily investors. Show notes: https://multifamilyinvestor.com/2022/08/sonya-rocvil-050/

The nationwide housing shortage is particularly notable in the affordable housing sector. This creates opportunities for investors who are interested in "doing well by doing good." Todd Sulzinger, CEO and Founder of Blue Elm Investments, joins the show to discuss strategies and considerations for investment in affordable housing, including mobile home parks. Show notes: https://multifamilyinvestor.com/2022/08/todd-sulzinger-049/

Multifamily projects that create strong communities with high occupancy rates, reliable rent growth, and unique appeal also create value for investors. Scott Lurie, Founder of F Street Group and President of F Street Development, joins the show to discuss creative approaches to multifamily development. Listen in as Scott walks through unique projects his team has developed, and what investors should know about the outlook for multifamily. Show notes: https://multifamilyinvestor.com/2022/08/scott-lurie-048/

As August 2022 begins, continued interest rate hikes and recession fears continue to dominate discussion and impact the multifamily world. Still, in spite of some economic headwinds and greater financing challenges, housing demand, particularly for multifamily, remains strong. Some sectors such as Student Housing are even setting records. Jimmy Atkinson, Founder of The Opportunity Zones Database joins Scott to discuss. Show notes: https://multifamilyinvestor.com/2022/08/round-up-047/

Opportunistic multifamily deals can provide significant returns for investors, but by their very nature come with risks. In a time of economic uncertainty, many investors may wonder if more opportunistic projects will become available in the coming months. Brian Burke, President and CEO of Praxis Capital joins the show to share his insights on opportunistic deals, the multifamily landscape, and more.  Show notes: https://multifamilyinvestor.com/2022/08/brian-burke-046/

California boasts many real estate markets with attractive job outlooks and population. Still, opinion is divided on California when it comes to multifamily investment. Balancing opportunity while navigating a state that can present developers and operators challenges is critical. Joshua Farahi, Partner with Greenbridge Investment Partners, joins the show to discuss the multifamily real estate landscape in California, and why he's bullish on its future.  Show notes: https://multifamilyinvestor.com/2022/07/joshua-farahi-045/

Self storage is one of a number of real estate asset types that can be complimentary to a portfolio with multifamily investments. However, there are key differences and considerations passive investors should be aware of when evaluating self storage investing opportunities. Scott Lewis, CEO and Co-founder of Spartan Investment Group, joins the show to share why he's bullish on self storage investing, and how it fits into Spartan Investment Groups overall strategy. Show notes: https://multifamilyinvestor.com/2022/07/scott-lewis-044/

Tarek El Moussa found real estate success flipping single family homes on the popular HGTV shows Flip or Flop and Flipping 101. Now he has turned his attention to multifamily investing and its potential for passive wealth growth. Listen in as Tarek share his thoughts on the multifamily landscape, and the story behind TEM Capital, the multifamily investing company he co-founded. Show notes: https://multifamilyinvestor.com/2022/07/tarek-el-moussa-043/

It can be difficult to decide the right multifamily real estate syndication to passively invest in. Not only are there many options to consider, choosing the right team to invest in is easier said than done. One of the most effective strategies an investor can utilize is to have discussions and ask the right questions of a sponsor or syndicator before making a decision. Tim Lyons, Principal with Cityside Capital LLC and host of "The Passive Income Brothers Podcast" joins to share his tips for passive investors entering conversations regarding multifamily deals and more. Show notes: https://multifamilyinvestor.com/2022/07/must-ask-questions-before-investing-in-a-syndication-with-tim-lyons/

With continued inflation, rising interest rates, and looming economic recession, the multifamily investment world is both feeling the impacts and adapting to them. Multifamily real estate has historically been one of the most resilient asset classes, and in the face of economic headwinds, there are still many opportunities for investors. Andy Hagans, Co-founder of The Alternative Investment Database joins Scott to discuss. Show notes: https://multifamilyinvestor.com/2022/07/rising-interest-rates-and-economic-uncertainty-impact-multifamily-july-2022-round-up/

With economic recession either looming, or already here, how can multifamily investors weather the storm? Multifamily real estate has historically been one of the most resilient asset classes, and adjusting strategies around leverage and underwriting can help ensure success. Abel Pacheco, Principal of 5 Talents Capital and host of "5 Talents Podcast - How To Build Wealth Like the 1%" joins the show to explore. Show notes: https://multifamilyinvestor.com/2022/07/multifamily-investing-strategies-during-a-recession-with-abel-pacheco/

With the inflation rate hitting a 40-year high, many investors are looking for ways to protect their capital against runaway inflation. Multifamily real estate offers a powerful inflation hedge for those who are able to choose the right deals in the right markets. Leo Backer, Managing Partner at Pinnacle Partners joins the show to discuss the multifamily strategy in their Opportunity Zones funds, and how multifamily is a strong asset class even amid economic uncertainty. Show notes: https://multifamilyinvestor.com/2022/06/leo-backer-pinnacle-oz-inflation-hedge/

Multifamily assets located in secondary markets can offer tremendous growth opportunities for savvy investors. But choosing the right assets in the right secondary market requires experience and a disciplined approach. Jordan Fisher, Principal at Next Wave Investors joins the show to discuss secondary markets for multifamily, and how his company evaluates properties before acquiring and renovating them. Show notes: https://multifamilyinvestor.com/2022/06/investing-in-secondary-markets-with-jordan-fisher/

Value-add multifamily deals can offer compelling returns for passive investors. However, not all value-add properties are created equal, and targeting the right distressed properties requires experience. Jason Yarusi, Co-founder of Yarusi Holdings, joins the show to share tips and strategies on having success in value-add multifamily investing. Show notes: https://multifamilyinvestor.com/2022/06/jason-yarusi/

Patience and discipline are critical for successful investing, and passive multifamily investment is no exception. Effective due diligence is at the core of selecting quality assets and deals to pursue. On this episode, Paul Moore, Managing Partner and Founder of Wellings Capital joins the show to share how his company approaches due diligence, his investment thesis, and more. Show notes: https://multifamilyinvestor.com/2022/06/paul-moore/

Annual rent growth remains high, which is great for many passive investors in multifamily real estate. Still, supply chain problems continue to cause delays, making June 2022's news a mixed bag. Follow along as Scott Hawksworth and Jimmy Atkinson break down some of the most important stories for multifamily investors right now. Show notes: https://multifamilyinvestor.com/2022/06/rent-growth-remains-high-supply-chain-problems-continue-june-2022-round-up/

Underwriting is at the core of any multifamily investment deal, but it is unfortunately often misunderstood by passive investors. LPs who have a grasp on key underwriting concepts, and possibly even their own models to evaluate potential deals, have a leg up in the investment selection process. On this episode Rob Beardsley, Founder and Principal at Lone Star Capital, as well as the author of The Definitive Guide to Underwriting Multifamily Acquisitions joins the show to offer his advice on underwriting. Show notes: https://multifamilyinvestor.com/2022/05/rob-beardsley/

Diversified funds that include multifamily assets as part of their investment strategy offer passive investors exposure to a wider range of real estate sectors. RV Parks and Self Storage are two real estate types that have seen tremendous growth alongside multifamily. Dave Allred, Managing Partner for Axia Partners joins the show to share his investment strategy which includes multifamily, RV parks, and self storage. Show notes: https://multifamilyinvestor.com/2022/05/dave-allred/

Deciding on an active or passive investment role is one of the most important elements when evaluating multifamily real estate. Understanding the different benefits and challenges of small-scale active multifamily investment, versus larger scale passive investment in syndications is critical. David Robinson, Managing Partner at Canovo Capital and Host of The Lead Sponsor Podcast joins the show to break down key differences and offer up successful multifamily investing strategies. Show notes: https://multifamilyinvestor.com/2022/05/david-robinson/

The statistic that 90% of millionaires obtain their wealth through real estate is well known. That said, understanding how to successfully build wealth through passive multifamily investments is critical. Darin Batchelder, host of Darin Batchelder's Real Estate Investing Show, who has found success in multifamily both as a GP and LP, joins to offer strategies and perspective on wealth building. Show notes: https://multifamilyinvestor.com/2022/05/darin-batchelder/

Long term hold strategies offer powerful advantages for passive multifamily investors. Today's episode is a replay of a live webinar featuring Kira Golden, CEO of Direct Source Wealth. Kira shared her strategies for multifamily success and thoughts on the multifamily landscape. She also discussed a recent 315-Unit Value-Add multifamily property in Dayton, Ohio she's operating. Show notes: https://multifamilyinvestor.com/2022/05/dayton-kira-golden/

Ground-up development and value-add projects can both present exciting opportunities for passive multifamily investors. Still, there are key differences to consider when evaluating these types of deals. Joel Fine, Managing Partner at Lakeline Properties joins the show to discuss. Show Notes: https://multifamilyinvestor.com/2022/05/joel-fine/

Opportunity Zone legislation has provided investors, especially those interested in multifamily, with perhaps the most compelling tax incentive in history. There is now a bill up for consideration that would extend the program. Jimmy Atkinson, founder of OpportunityDb and host of The Opportunity Zones podcast joins to discuss why he thinks this bill creates a $100 billion opportunity. Show notes: https://multifamilyinvestor.com/2022/05/jimmy-atkinson-2/

While shorter time horizons and quicker exits remain popular among multifamily investors, there can be tremendous value in a long term hold strategy. Increased time horizons can lead to greater cash flows and more. Kira Golden, CEO of Direct Source Wealth, joins the show to share her longer term perspective on multifamily assets. Find show notes: https://multifamilyinvestor.com/2022/04/kira-golden/

Savvy investors who have had success in real estate, including in multifamily, can see powerful tax benefits if they utilize the right financial tools. On this episode, we explore 1031 exchanges and Delaware Statutory Trusts (DSTs), with the help of Rob Johnson, Head of Wealth Management for Realized. This episode was recorded live from the ADISA Spring Conference 2022 in Orlando, Florida. Find show notes: https://multifamilyinvestor.com/2022/04/rob-johnson/

With an ongoing housing shortage and high growth markets all over the country, are we in the golden age of multifamily investing? James Brunger, Chief Sales Officer for Capital Square, joins the podcast to discuss. This episode was recorded live from the ADISA Spring Conference 2022 in Orlando, Florida. Find show notes and more: https://multifamilyinvestor.com/2022/04/james-brunger/

Student housing is a multifamily property type that can offer passive investors tremendous upside. On this episode, Brian Nelson, President and Co-Founder of Versity Investments, LLC joins to share his perspectives on the student housing landscape. This episode was recorded live from the ADISA Spring Conference 2022 in Orlando, Florida. Find show notes: https://multifamilyinvestor.com/2022/04/brian-nelson/

California, and Silicon Valley specifically, offer tremendous opportunities for multifamily developers and investors. On this episode, Erik Hayden, Founder of Urban Catalyst, joins the show to share insights on successful multifamily development in The Golden State. This insightful discussion was recorded live from the ADISA Spring Conference 2022 in Orlando, Florida. Read show notes: https://multifamilyinvestor.com/2022/04/erik-hayden/

Mixed used developments offer unique benefits for their residents, as well as opportunities for investors. Focusing these types of developments in high growth markets poses even greater return potential. On this episode, Lawrence Jatsek, Managing Partner at CRE Development Capital, joins to discuss mixed use developments. View show notes: https://multifamilyinvestor.com/2022/04/lawrence-jatsek/

After one quarter, how is the multifamily real estate landscape shaping up in 2022? On this episode, Doug Banerjee, Senior Managing Director of Greysteel joins the podcast to offer his perspective. He also dives into the Texas multifamily market, and more. Find show notes: https://multifamilyinvestor.com/2022/04/doug-banerjee/

They say everything is bigger in Texas, and when it comes to multifamily real estate, the saying is certainly on par. On this episode, Brian Pownall, Managing Partner at GenWealth Capital Group joins the show to discuss the latest trends in Texas multifamily, as well as the benefits of investment in value-add properties. Listen along for his unique insights! Find show notes and more: https://multifamilyinvestor.com/2022/03/brian-pownall/

With an ongoing housing shortage, there is a need for quality housing at many different income levels. Essential housing is a unique multifamily property type that both fills a need and presents investors with exciting opportunities for returns. Clark Spencer, Managing Director of Investments for Grubb Properties joins the show to offer his insights on essential housing, including what it takes to get it right, and more. Find show notes: https://multifamilyinvestor.com/2022/03/clark-spencer/

Rising inflation rates, ongoing supply chain issues, and now rising interest rates have created a landscape of economic uncertainty. Yet, multifamily real estate investment interest and activity remains strong. What are the keys to multifamily success amid this economic uncertainty? Maurice Philogene, Managing Partner at Quattro Capital, joins the show to offer his perspective. Get the show notes from this episode: https://multifamilyinvestor.com/2022/03/maurice-philogene/

As an asset class, real estate has the power to transform the lives of investors, owners, and renters in tremendous ways. Real Estate Syndication specifically provides investors with a way to passively generate income without having to actively manage a property. But what are the keys to having success and making a positive impact beyond the financial realm? On this episode, Whitney Sewell, Founder of Life Bridge Capital LLC, and host of The Real Estate Syndication Show joins to share his inspiring real estate success story. Listen along as he offers insights on multifamily real estate, particularly how to have a positive impact on communities and more through it. Find episode show notes: https://multifamilyinvestor.com/2022/03/whitney-sewell/

What makes multifamily properties more attractive to investors than single family? Scale is just one key difference. On this episode, Arn Cenedella, Founder of Spark Investment Group, joins the show to make the case for multifamily investing.  Arn also shares powerful insights on finding success in multifamily investing, adding value to properties, and the multifamily landscape in Greenville South Carolina. Find show notes here: https://multifamilyinvestor.com/2022/03/arn-cenedella/

Multifamily can be a compelling sector for high net worth investors who seek to build passive income into their investment portfolio. Ronnie Gou and Steven Louie from Vertical Street Ventures explain this and more. Find show notes and more: https://multifamilyinvestor.com/2022/03/vertical-street-ventures/

Multifamily real estate can offer investors compelling returns and exposure to arguably the most resilient real estate sector. What are the keys to passively investing in multifamily successfully? This podcast episode is the audio version of the keynote presentation from the recent Multifamily Investor Expo. It is titled "Passive Multifamily Investing For High Net Worth Investors: 3 Keys To Success.” This keynote is given by MultifamilyInvestor.com founder Scott Hawksworth. Recorded live on February 22, 2022. Find show notes and more: https://multifamilyinvestor.com/2022/03/mfi-expo-keynote/

Mobile Home Parks are a unique property type with exciting growth potential. Meanwhile tenancy in common is a unique property ownership arrangement those in the world of multifamily should be aware of. Ashley Tison, Co-Founder of OZPros.com joins the show to explore these topics and more. Find show notes and more: https://multifamilyinvestor.com/2022/03/mobile-home-tenancy/

What are successful strategies for developing workforce housing? Chris Marsh and Alex Bhathal, Co-Founders and General Partners for Revitate Cherry Tree join the show to offer their perspectives. We also discuss the outlook of multifamily workforce housing in Kansas City, Missouri, and the story behind the Revitate Cherry Tree partnership. Find show notes and more: https://multifamilyinvestor.com/2022/02/kansas-city-workforce-housing/

Interested in exploring potential multifamily investment opportunities from the comfort of your home, office, or wherever you have an internet connection? The Multifamily Investor Expo could be the perfect online event for you. Jimmy Atkinson joins this special episode to break down our upcoming event where several sponsors will be presenting their multifamily funds which are open to accredited investors. Find show notes and more at: https://multifamilyinvestor.com/2022/02/expo/

Workforce housing is a crucial property type in the world of multifamily real estate.... but what does it take to 'get it right'? Riaz Taplin, Founder and CEO of Riaz Capital joins the show to share his insights on workforce housing, particularly in the San Francisco Bay Area. Find show notes and more at: https://multifamilyinvestor.com/2022/02/bay-area-workforce-housing/

Senate Bill S3082, or the "Good Cause Eviction" Bill is a piece of legislation in New York that aims to address housing problems, evictions without cause, and add in new protections for tenants. Will this legislation fix these problems? The New York Times recently released an opinion video by Jeff Seal entitled “How the Landlord's Worst Nightmare Could Protect Millions of New Yorkers."  So does this bill provide solutions? Sherwin Belkin, a Real Estate lawyer who was featured in the NY Times piece as the lone voice of criticism joins us to share his whole, unedited, perspective.  Find show notes and more at: https://multifamilyinvestor.com/2022/02/good-cause-eviction/

What are the keys to curating a multifamily OZ project portfolio? This Multifamily Investor Podcast episode is a rebroadcast of a live webinar that was produced by The Opportunity Zones Database. In it, Pinnacle Partners announced their newest OZ Fund and provided insights on their approach to developing a successful multifamily portfolio, disciplined underwriting, and more.  Find show notes and more at: https://multifamilyinvestor.com/2022/01/oz-strategies/

The "Second City" is sometimes overlooked, but from a multifamily investing standpoint, the opportunities in Chicago are significant. Jamie Nahon, Founder and President of Eagle OZ joins the show to discuss the multifamily landscape in Chicago, and the series of multifamily properties his QOF is developing in historic Bronzeville, Chicago. Find show notes and more at: https://multifamilyinvestor.com/2022/01/chicago-trends/