The Real Estate Syndication Show is a 7-day-a-week podcast where Whitney Sewell interviews the most successful entrepreneurs in the commercial real estate business. The show was created to help every active investor learn how the syndication business works, improve their business and help passive investors understand where to invest when wanting to diversify into real estate.
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Many have proven that investing in commercial real estate is always a good idea. In today's #Highlights episode, we look back at our conversations with successful real estate entrepreneurs Dr. Masaki Oishi and Terry Hale. They talk about the benefits of commercial real estate investing and how you can maximize your profit now!Masaki says for you to be successful in commercial real estate investing, you must choose your properties and sub-markets well, and it helps to have a plan. Meanwhile, Terry tells us why a shotgun approach isn't the best use of your time, and why laser focus is a must if you want to achieve success. Enjoy the show!
As owner-operators who partner with third-party insurance providers for resident liability insurance programs, we know that these companies gain big profits from the monthly insurance coverage paid by our tenants and residents. But did you know that it's possible for owner-operators to remove the third-party provider, create a new revenue stream and turn in profit from your own insurance program?Our guest today, Noah Molnar, president and co-founder of Property Owners Protection Insurance Company, LLC (POPIC), goes into detail about how POPIC's resident insurance program helps owner-operators of multifamily housing set up their wholly-owned licensed insurance company, gain an income stream and yield higher NOI. It's turning insurance into profit, says Noah. Listen now and learn how you can do it.
Have you ever wondered if it's viable and sensible for a US citizen living overseas to invest in US real estate? Yes, you can absolutely invest long distance in US real estate and it's not as risky as you think, says our guest today, Billy Keels, founder of First Generation Capital Partners.Billy, based in Barcelona, Spain after sojourns in France and Italy, has been investing long distance in US real estate for almost a decade now. He started actively investing in rental properties and then went on to passively invests in multifamily and other asset classes. In this episode, he talks about his overseas investments and reveals the critical elements when operating and investing long distances. Click now and learn more.
Our guest, JT Lynch, is a commercial insurance broker with Ramey King insurance. They have specialized in multifamily insurance for over 35 years and are licensed nationwide. Why do we need commercial insurance brokers? Because brokers are a big help for landlords or business owners who have complicated insurance needs. Today, let's look into the life of an insurance broker with JT. He talks about the challenges they meet each day and sheds light on how brokers put policies together to give their clients as much coverage as possible for their property. Listen now!
Bobby Jones is a retired nurse anesthetist turned alternative investor. He's always had a passion for financial education and financial independence. In this #TechandTacticsTuesday episode, Bobby will speak on three simple steps to help you achieve time freedom: educate, take action, and invest.Bobby's advice to listeners is to have an alternative income in case of an emergency. Invest in real assets and focus on cash flow. For him, diversification in the stock market is a myth because all stocks suffer from market risk. If you're looking to protect your portfolio and you want to truly diversify, start looking outside the stock market. It doesn't mean you have to abandon investing in stocks, but there are many different options that you can try. Listen now to learn more!
Does cold calling work? As consumers have moved toward independent web-based research and online purchases and away from talking with salespeople, we doubt the value of using the phone in reaching out to prospective real estate clients. With new marketing and sales strategies available today, can you still effectively pitch your products and services using your phone? Our guest today, Jeremiah Boucher, founder and CEO of Patriot Holdings, answers this question with a resounding yes.Jeremiah got his start in the RE industry cold calling to source deals. And after 15 plus years of prospecting and calling, his company is still using phones, among other strategies, to call prospective clients and nurture good relationships. In this episode, he talks about his journey from his humble beginnings as a college dropout to building his multimillion-dollar portfolio in commercial real estate. Listen now and learn crucial lessons that can help you find your edge and build your own real estate business.
We begin by quizzing Jeremy about the rising popularity of investor portals. He speaks about the advantages these bring, what they might say about a particular operator, and if they are even a necessary part of the investment process. Operators who are looking for advice about how to distribute opportunities amongst their different tiers of investors might also find some of Jeremy's later points valuable. We hear about how investors can make sure they get a piece of the pie if they find that higher shareholders are hearing about opportunities before them. Finally, we talk more about the dangers of sharing sensitive information between investors and operators, and how to mediate these. Lance helps us understand the friction between LPs and GPs and how to minimize that. Lance also discusses institutional money – its pros and cons. Tune in for this rich discussion and enjoy the show!
It is possible to do a 1031 exchange into syndication. In this #Highlights episode, we look back at our conversations with Ted Lanzano, Alex Shandrovsky and Michael Brady. They talk about how you can take advantage of 1031 Exchanges and enter into syndication.Ted talks about 1031 exchanges and how they can be used smartly for increasing your net worth. He also gives a bunch of examples of how you can use this strategy in your real estate business and keep growing your assets, all the while avoiding large taxation. Meanwhile, Alex and Michael shed light on some of the more technical aspects, such as complications that come with doing a 1031 exchange into syndication, the role of the 1031 investor in the syndication, and how to structure a deal with this type of investor. Click the play button and learn more about how you can take advantage of your 1031 exchanges!
I believe many of you, our listeners, have heard of our family story. My wife Chelsea and I have built a beautiful family of three children through adoption. We went through the arduous and costly adoption process three times and each time, the Lord provided in ways we could not have imagined to bring our children home. But, other adoptive couples may not be as fortunate.Knowing the financial hardships, the great need of so many orphans in the world, and the many parents who don't adopt because of the cost, Chelsea and I made the commitment, when we started Life Bridge Capital in 2017, of placing half of our personal profits to helping families bring their children home through adoption. Now, we're happy to announce that we're scaling our mission to help more families and change more lives. The Life Bridge Foundation is now a registered 501c3 nonprofit recognized by the IRS – meaning that 100% of donations to the foundation are tax-deductible. Listen today to learn how we established the foundation and find out the ways that you can join us in this mission.
Struggling to raise money for your deals? At a loss for words when pitching to investors? It's true that raising capital doesn't come easy. But whether you're raising six figures for your single-family deal or eight figures for your multifamily apartment investment, you will need to have conversations with potential investors in order to gain their trust and confidence so that they will entrust their money to you. But, is there a way to make capital-raising easier?Our guest today, Marcin Drozdz, managing partner at M1 Real Capital has devised a systematic way to raise capital from private investors. He created the E.A.S.Y. system, a four-part method of approaching potential investors to raise capital for your deals. He goes through each of the four components of the E.A.S.Y. system and teaches how they can be applied. He also talked about his own journey to a successful career in capital raising and investor relations. Click now and learn insider secrets about communicating with potential investors and raising money.
Brandon Magierowski is an active syndicator and loan broker; he currently owns multiple multifamily properties in Louisiana, Texas, and Florida and is a graduate of Multifamily University. Brandon is actually living the American Dream. He came from Canada to play baseball. Then he met a girl who became his wife and became a permanent resident. After graduating from school, Brandon started a baseball business where he met one of his current real estate partners. They wanted to invest in real estate, so they hired a coach and joined a mentorship program to learn how to do it. They purchased a triplex and a 6-unit property in just a few months. They wanted to scale, so they went to a boot camp to learn how to syndicate apartments. Their first deal as syndicators was a 119-unit in Lubbock, Texas. In this episode, Brandon will share the lessons he learned throughout his journey in real estate. Listen now!
The inverted bond yield curve, inflation ticking up significantly, interest rates rising, supply chain issues, and some challenges with the existing amount of debt are warning signs in our current economic environment that we need to pay attention to. Yet, our guest, Hunter Thompson, believes that we are in an incredible and could be a once-a-generation type of buying opportunity despite all these. Hunter is a full-time real estate investor and founder of ASYM Capital. Since founding ASYM, Hunter has helped more than 400 retail investors acquire over 150 million dollars worth of mobile home parks, self-storage, retail offices, ATMs, and Cryptocurrency assets. Hunter is also the host of the Cash Flow Connections Real Estate podcast, which has received over one million downloads. Listen now to understand better the four economic indicators mentioned above and other data points that will guide you to properly invest in real estate today.
We all recognize the value of building relationships in our real estate business. But how much time are you willing to put in to create those crucial connections? Would you be willing to take a phone call every two minutes, receive a text every 10 seconds, get hundreds of daily emails, and have multiple lunch meetings in a day? Our guest today has done just that and more.When he learned the value of building relationships, Matt Teifke of Teifke Real Estate, says he made a commitment to “go all-in on it.” Doing so has enabled him to build a massive network, create a 150-strong RE agents team under his TRE brokerage firm, and co-own a property management company, and a construction and development firm. He believes in the power of connecting and adding value to the people that he meets whether they're top players in the industry, just getting their license, budding entrepreneurs, or even high school students. Listen now to get to know Matt and gain valuable lessons and insights.
Cementing relationships with investors is extremely important. From the story around the property to the information, you share on social media and other channels. In today's #Highlight episode, we feature our conversations with Alan Lewis and Adam Carswell. They share valuable tips on how to build investor relations.Alan and his team are committed to making real estate investment accessible and understandable to more people, and as such they aim to simplify complex ideas and communicate with investors on a more personalized level. Meanwhile, Adam provides insight into the many skills required for this position such as getting investors on the phone because, without this, you do not have much else to work with. Enjoy the show!
If you are looking to create residual income, achieve financial freedom, or give your apartment building portfolio a boost, this episode is going to give you a lot of value! In this #Highlights episode, we look back at our conversations with Rodney Miller of Miller Investment Group and Tim Bratz of CLE Turnkey Real Estate.Rodney shares how he's become successful in managing single-family homes and creating passive income from multifamily units. Meanwhile, Tim shares how he shifted from renovating residential houses to renovating apartments after realizing that's where the majority of his net worth came from. Click the play button now and be inspired to kick start your real estate journey today!
How long should you hold onto your property? Do you get in and get out of a deal after 18 to 36 months? Today, Bruce Woullett of Bakerson explains why investors need to think about long-term investments right now!Bruce starts by discussing the problem with investors getting in and out of deals quickly. He then emphasizes that it pays to buy properties for a longer hold and buying for cash flow especially since the market is hot.
Should you manage a fund or go into syndication? What's the better investment strategy - fund or syndication deal? Tough decisions to make. Although both can be great vehicles for creating wealth, their differences are enough that you should weigh the pros and cons of each against your investing goal, your skills and experience in the industry, and your capital. What's crucial is your trust and confidence in your strategy and in your sponsor.Our guest today, Steven Libman, talks about various aspects of managing funds and will help us weigh its plusses and minuses. As managing partner of Integrity Holdings Group, Steven had experienced both types of investing having shifted from syndicating commercial real estate to managing funds. So, whether you're a passive investor or an active operator, you'll learn valuable lessons and insights from our conversation today.
Tim Milazzo is the co-founder and CEO of StackSource, a tech-enabled commercial financing platform. Tim did not think he would be a full-time real estate professional because he did not immediately pursue a career in real estate after graduating from college. Back in college, Tim had his internship at CBRE, one of the world's largest commercial real estate services firms. That experience exposed him to real estate developers who had put towers up in New York City. Tim was working for tech giants like Google and Facebook when he saw the opportunity in real estate tech to bring a different harnessing of information through tech and software. That got him back to the path of real estate. Eventually, he left his job and decided to put up his own tech company, StackSource. In this episode, Tim will share how they started this company, their vision, services, and plans for a more efficient commercial real estate financing. Plus, he'll share how he quit coffee and conquered new plateaus!
Brad Cartier is a real estate developer, writer, proptech investor and advisor, and marketing consultant in the real estate technology space. Brad is a cofounder of Blair Capital Asset Management which develops and manages missing middle multifamily in the Ottawa area.Brad is here to talk about the missing middle multifamily asset class – what is it, why he's doing it, and the future for this class. Brad and his team have been doing it over the last 10 years. He'll share how they scaled, their challenges, and how they prepare for a downturn. Listen now!
Branding is important in any business, even in real estate. Today, we welcome back John Casmon of Casmon Capital on the show. John is a real estate entrepreneur who has partnered with busy professionals to invest in close to $90 million worth of apartments. He will talk about the ins and outs of real estate branding and thought leadership today.John kicks off by sharing an update on his business. He talks about his recent deal where they closed a $20 million deal of apartments in 100 days last year. He then discusses many important things when doing a real estate business such as talking to investors effectively, the Investor Portal that they use, the kind of CRM that works for them, and how to track your progress in terms of connecting and building relationships with your investors. Enjoy the show!
What are some critical skills that you need to master in order to find continued success in the syndication business? In this #Highlights episode, we look back at our conversations with successful syndicators Craig Haskell and Steven Libman.Craig shares a comprehensive step-by-step workflow for inexperienced entrepreneurs who wish to make it big in the syndication business. Meanwhile, Steven shares the reason why he started syndicating properties in spite of owning a successful fix-and-flip business. Listen now and learn how to get started in syndication!Key Points From This Episode: How did Craig start off in the real estate investing business?Craig shares how he learned the ropes of the syndication business.How did the changes to the taxation law open up some lucrative investment opportunities for Craig in 1986?Discovering a strong “why” will lay a strong foundation for your business.How to boost your productivity; Craig gives us a “peek” into his published book.Important skills that you need to master for efficiently operating a syndication business.Steve reveals that he is still active in the single-family, fix and flip.Why did Steve venture into syndication in spite of having a successful fix and flip business?Steve shares some interesting details about his first syndication – an 1193-unit, self-storage facility.Systems and Processes that have allowed Steve to scale up his fix and flip businessWhat kind of multifamily deals does Steve prefer to invest in?Multiple benefits of investing in real estate syndication.Links Mentioned in Today's Episode:Craig Haskell on LinkedInValue Hound Academy websiteThe Inside Game to Real Estate Value InvestingThe Inside Game to Syndication WealthHow to Take an Apartment Building from Money Pit to Money MakerWS115: Comprehensive Step-by-Step Workflow for Syndication with Craig HaskellIntegrity Capital Group websiteWS163: How I Transitioned from Fix and Flip to Real Estate Syndication with Steven Libman
How can you develop a strong business relationship with family offices and high net worth investors? Today in this #Higlights episode, we feature our conversations again with Fletcher Clardy III and Spencer Gray. They talk about how forging relationships with family offices can help you land numerous deals over a long-term period.Fletcher details steps that a syndicator should take to secure investor relations and he emphasizes the importance of finding your niche. Meanwhile, Spencer shares how he got started and how to approach and communicate with these sophisticated groups such as the family offices. Click the play button now and enjoy the show!Key Points From This Episode: How to start identifying your investment criteria and form key relationships.Finding high net worth investors through research and networking events.Reaching out to investors before meeting with them at events.Protect your credibility by only approaching investors with valuable deals.A family office is a unique and broad category.It is much more institutionalized.It's about forming a relationship and trust.There are individual single offices and multifamily offices.Links Mentioned in Today's Episode:Fletcher Clardy III on LinkedInFletcher Clardy III on BiggerPocketsClarity Equity Group websiteWS694: Developing A Family Office Relationship with Fletcher ClardyGray Capital LLC websiteSpencer Gray's emailThe Gray Report websiteWS1101: Getting Started with Family Offices with Spencer Gray | #TechandTacticsTuesday
Asset management is an important part of any real estate business as investors had to handle large deals. Today, retired Air force pilot and now full-time real state investor, Iven Vien, talks about his superpower – asset management and the essential parts of it.Iven begins by sharing the lessons he learned from serving in the military that he applies in his multifamily career. He then emphasizes the need for a real estate entrepreneur to identify the business' end goal, the importance of your team, the role of insurance, working on your KPIs, and thinking through your property management. He also reminds entrepreneurs to lead people and manage processes well. Listen now and learn the essentials of effective asset management!
As a real estate business owner, how do you lead your team and your business to success? Certainly, effective leadership skills are crucial in managing a thriving and productive team that can help you achieve your business goals. While not every business owner qualifies as a great leader, our guest today underscores the fact that you can become the best leader that you can be, an effective leader who not only steers the path toward the vision but a true leader who inspires their team to be the best that they can be.In this episode, Darren Krakowiak, speaker, trainer, facilitator, and founder of CRE Success, speaks about why leadership matters in the real estate industry and takes us through his own leadership journey in the business. He breaks down the qualities that make a good leader, gives insights on leadership processes, offers a feedback framework, and more. Click now and learn valuable leadership lessons to take your team to the next level.
Property management is about people. In today's episode, Michael Feldman will speak on identifying, acquiring, and retaining talent. Michael is the Co-founder and CEO of Choice New York Companies; which provides an array of 3rd Party Real Estate Services such as Property Management, Building Staffing, and Residential Brokerage on medium and large-scale buildings in New York City.Michael lived in Los Angeles for a few years. He was in the movie business, behind the camera, doing location scout, location managing on major films mostly for Sony. There he met some of the wealthiest people and one of them was in the parking lot business. When he lost his job in 2008, he ventured into property management. He started the business with no experience in the field, knew no one in the industry, no client, no prospective clients, and no business plan. But today, they have 300 employees, 250 clients, and 17,000 residents in the toughest but perhaps the best market for Property Management in the country, New York City.Key Points from This EpisodeWhy and how did Michael get into property management?What did their growth look like at the beginning?Michael talks about an employee who was "in the wrong seat" but went from floundering to flourishing when he moved her.Michael speaks on the things that were helpful to him in identifying, acquiring, and retaining talent.What is the biggest component of hiring the best people?What are the specific traits that he looks for when recruiting people?At what point did he bring on an in-house recruiter?What's the number one thing that has contributed to his success?Tweetables:"To be candid, I've never loved real estate, but I love running a business and I'm passionate about being successful. And I think if you're passionate about being successful, that's where the perseverance comes from because otherwise, it's tough." [00:07:31]"Sooner or later, the cream always rises to the top. You may not be on your timeline if you're an ambitious young buck or doe, so to speak, but it will happen." [00:11:50]"It's certainly not luck in property management and real estate, whether you make it or not. If you think it is, that's just an easy excuse for your lack of success." [00:13:10]"If you hire great people, they just make everything so easy." [00:16:03]Links Mentioned in Today's EpisodeEmail Michael FeldmanChoice New York Companies websiteThe 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich by Timothy FerrissGood to Great: Why Some Companies Make the Leap... And Others Don't by Jim CollinsAbout Michael FeldmanMichael is co-founder and CEO of Choice New York Companies which provides an array of 3rd party real estate services such as property management, building staffing, and residential brokerage on medium and large-scale buildings in New York City. He focuses his day-to-day activities on business acquisitions, brand awareness strategy, staff recruitment, talent retention, and select client advisory engagements.Prior to co-founding Choice New York Management, he was a managing director at AFC Capital, a boutique commercial real estate investment bank. There he focused on securing debt and equity in multifamily, retail, and office transactions throughout the United States.
You've got to learn to pivot and course-correct to succeed in business. That's the first lesson our guest learned as he got into the real estate industry. Meet Joseph Evangelisti in this #TechandTacticsTuesday episode! How Joe got into real estate started in childhood. His dad was in construction, so he grew up on a construction site. Joe loved seeing houses get built or turned into something more beautiful. He jumped into real estate in 2007 but shortly after, the market collapsed, and he had to shift gears quickly. Because Joe was quick to pivot and make changes when necessary, he has grown tremendously in his business. He's not just successful financially, but he's also created a business that fits his lifestyle. Joe has time to be with his family and build relationships. He decided to pivot to self-storage from flipping houses, and he'll share with us the opportunities he found in this industry. Listen now!
In any business, your team can make or break your success. Today, our guest Wesley Yates of VFR Capital Investments dives deep into the importance of having a strong team to succeed in this industry. Wesley details how in less than 18 months, his team has acquired 589 units bringing a total unit count of assets under management to over 1,500. Wesley is a marine veteran who successfully transitioned to real estate. He shares that their unique point is that his team members are primarily veterans and first responders. He also compares being a real estate entrepreneur to being in combat. Tune in now and learn why your team is your greatest asset!
When you are investing in real estate, there are many tax benefits that are available to you. In this #Highlights episode, we look back at our conversations with Noah Rosenfarb and Mark Pierce. Noah is CPA and tax guru. And, Mark is an attorney, an accountant, and the owner of Cloud Peak Law LLC.Noah explores how our self-reporting tax system gives us great tax flexibility which should always be used to our advantage. Meanwhile, explains some of the benefits of a limited liability company like Cloud Peak Law, which he believes gives you at least as much if not more protection in terms of a liability than a corporation does. Click the play button now to learn about the tax strategies you need to know now!
Syndication has been an avenue where people find ultimate success. Doing your first syndication can be overwhelming but once you figure your way around, success can be sealed. Today, we feature our conversations again with multifamily syndicators Zach Haptonstall and Jered Sturm.Zach shares an impressive story of why leaving a $200k salary position for real estate syndication was the best decision he ever made. Meanwhile, Jered shares that he first worked as a maintenance technician, started a construction company, and eventually got into the syndication business when he cofounded the SNS Capital Group. Listen now and be inspired by Zach and Jered's stories!
If you are starting in the real estate business, you'll learn that many people started in the space while they still have full-time jobs. Today, we learn about the story of Eric Neely of Febros Capital. Eric has invested in multifamily real estate as a limited partner, as a general partner, has structured joint venture partnerships, and is currently an active apartment owner/operator in Wichita, KS.Eric is hustling his W2 job as a trucker and his real estate business. He shares that his goal is to get out of the truck one day and focus on real estate, even if he loves driving a truck. He goes on to talk about the importance of having a personal connection with people as one connection can spell the difference between making it or breaking it in this business. Enjoy the show!
While there are many real estate syndication sponsors out there that you can work with, one question that a passive investor always wrestles with is - how can I know which syndication sponsor can be trusted to manage my investments well? It's the most important step in your investing process so you have to ensure you select the sponsor that best fits your needs. So, how should passive investors evaluate a sponsor? What do you want your deal sponsor to be? In this episode, Mark Cira, co-founder of Cira Capital Group, breaks down the process of vetting sponsors. He explains the criteria that he uses when evaluating, how he applies the 80-20 rule, and the non-negotiable qualities that can ultimately sway his decision. He also talks about the benefits of the fund on fund investing model as a path to a diversified portfolio and wealth building. All these and more so listen in to gain valuable investing lessons and insights.
Today, our guest purchased a property for more than it appraised for, and six months later, its value increased many, many, many times what he paid for – from $850,000 to $5 million! Jeremy Hans shares his incredible story in this episode!Jeremy Hans is a Navy helicopter pilot turned commercial real estate investor. He syndicated two multifamily deals a year while still on active duty. He and his partner took some classes and joined mentorships to learn about mobile home parks and multifamily syndications. But later on, Jeremy decided to pivot to syndicating RV parks. What made him decide to move to a different asset class? Listen now to find out!
David Choi is back on the show to talk about building a team that functions without you. David is a seasoned real estate professional, serial entrepreneur, and expert in finding off-market deals. In this #TechandTacticsTuesday episode, David will talk about how hiring an EOS implementer has helped him regain time for his family and friends while he continues to scale his business.David will also speak on how he created a culture within his business that gives every team member massive ownership and pride in what they do. He'll share some of the fun traditions they have in the office like the “Big Cheese Award” that makes the people feel appreciated for all their hard work.
How to become an accredited real estate investor? Today, Mauricio Rauld of Premier Law Group is back in the show to discuss further SEC updates that can affect the real estate industry specifically the ins and outs of being an accredited investor.Mauricio dives deep into accredited investors – the SEC rules about it and how to be a certified one. He also talks about the possible rollout of a certification program that one can go through to be an accredited investor as well as the possibility of the SEC imposing a limit for each accredited investor. Tune in now and learn more!
Getting started in real estate investing will not be easy. There are many things you need to know and understand before you can fully start your journey as an entrepreneur in the space. In this #Highlights episode today, we feature our conversations again with successful real estate investors Ivan Madrigal and Joel Block who share how to ace the real estate game.Ivan shares some personal success stories, advice, and why hiring a VA is the best decision he has made. Meanwhile, Joel discusses a lot about what makes a good or professional investor and the factor of control that Joel emphasizes. Enjoy the show!
Transitioning from single-family to multifamily syndication is definitely not a walk in the park. But, once you do multifamily syndication, you will realize that it is a true wealth builder and there's a chance for you to earn passively. Today, we feature our conversations again with Travis Watts and Eric Nelson who talked about how they transitioned from single-family to multifamily.Despite Travis' aspirations to grow his portfolio of single-family homes, he soon realized that the amount of work necessary both in management and operations meant that this model was not passive investing at all. Meanwhile, Eric believes that syndication is the best wealth builder and he emphasizes the need for first-time syndicators to be patient and take their time. Click the play button now and enjoy the show!
As an operator, it is important to be updated on the latest laws that apply to the real estate business, particularly in the syndication business. Our guest today, Mauricio Rauld of Premier Law Group, has been part of the show several times before and he will add value again today.Mauricio is back on the show again to talk about SEC updates, specifically the current legal landscape that real estate syndicators need to know. He digs deep into the new rule that allows syndicators to start the deal using a 506(b) exemption and then in the middle of the syndication, literally pivot and continue the race under 506(c). This is a very important topic that will surely add value to you. Enjoy and learn a lot today!
While there's a new breed of real estate clients emerging - technology savvy and digitally driven - there are also tech tools and online branding strategies available to real estate businesses to help them adapt to the fast-paced approach needed to satisfy these clients' needs. Technology matters in your business. Using tools to automate your processes will simplify tasks, create efficiencies, and will give you a competitive edge. So, how can you take advantage of these benefits and take your real estate business to the next level? In this episode, Sergio Altomare, co-founder, and CEO of Hearthfire Holdings and former IT officer with the U.S. Federal Reserve System talks about how he leverages technology, branding platform, and his overall acquisition strategy to scale his real estate businesses. He breaks down the systems and processes that he automates, how he creates a dynamic team, how he patterns his strategies after big tech companies and shares key lessons he learned in his journey building a successful RE business. Listen in to gain valuable insights and tips.
Our guest in this episode is Clive Davis. He is the founder of Park Royal Capital, a private equity commercial real estate investment firm focused on investing, acquiring, and operating multifamily communities. He is a full-time investor with a portfolio of nearly 2,000 units. Clive entered the real estate business leaving a successful 20-year career. He started as a corporate transactional lawyer, became an in-house counsel, then, later on, evolved into a Chief Compliance Officer role. Clive had some exposure to real estate investing through his parents' single-family rental properties. He had always had that entrepreneurial itch which he was finally able to satisfy when he moved into real estate investing. Listen to his story now and be motivated to get out of your comfort zone to achieve more!
In this #TechandTacticsTuesday episode, our guest, Whitney Elkins-Hutten will walk us through things to consider before investing if you are or want to become a passive investor. Whitney is the Director of Investor Education at PassiveInvesting.com. She is passionate about educating and helping investors pick the asset class that will work for them. Whitney will go into detail on the best ways to deploy capital. She'll speak on investors' frequently asked questions and concerns that keep people from investing. Whitney will also share how she assists and guides passive investors in creating their very own investing strategies.
Having a family is a blessing. In this episode, we speak to Christine Hsu of Noblivest shares that her family is her motivation in taking the leap in real estate investing. Christine talks about why did she take the real estate path to champion family time and financial freedom.Christine shares she was a food scientist, working a full-time job, then her priorities shifted when she had a family and became a mother, then she found real estate. She also gives tips on how you can juggle family time and taking care of a business, the importance of mentorship, and how you can maximize social media to engage with investors. She currently owns six rental properties in Philadelphia, PA, and Westchester, NY, and is a JV partner and LP investor in over 1000+ multifamily units and MHPs across the Southeast and TX.Click the play button now and be inspired by Christine's story!
There are boundless opportunities in real estate. In this #Highlights episode, we feature the success stories of Mike Simmons and Lee Yoder. Mike tells us how he continued with real estate investing with his wife's support even after his first deal tanked. Lee, on the other hand, tells us the process of realization that he's an entrepreneur and left his career as a physical therapist.Mike shares a bit about his background and his personal story, how he got started, and how he took his business to where it is today. Meanwhile, Lee talks about why investing was the perfect outlet for his entrepreneurial spirit that also allowed him to focus on the priorities in life – his family and his relationship with God. Tune in and be inspired by their success stories!
Hotels are a real estate asset class that has proven to stand the test of time, even recession. Today in our #Highlights episode, we look back at our conversations with successful hotel entrepreneurs Nichole Stohler and Mike Ealy. They tell us about the big opportunities in this asset class and how you can even offer double-digit returns for your investors.Nicole gives us some great information on finding, acquiring, and rebranding a hotel investment. Meanwhile, together with his partners, Mike owns and manages over $1.8 billion worth of hotels, and he is on a mission to acquire 100 hotels post-COVID to help save thousands of jobs while delivering double-digit returns for his investors. Listen now and learn more about the big opportunities that await you in hotel investing!
If you are new in the real estate space, many entrepreneurs will advise you to have a coach to guide you in this complex industry. Today, Jens Nielsen of Open Doors Capital is back on the show and he talks about how having a coach was crucial in his real estate journey and how he is now helping rookies in the industry to learn the ropes.Jens shares that he already left his full-time W2 job and is now a full-time real estate entrepreneur. He describes hiring a coach as the best decision in his life. Now, Jens is a certified high-performance coach and he details the importance of having a vision for yourself. He also talks about asset management, the metrics that need to be met, KPIs, and a lot more. Tune in now and enjoy the show!
As real estate entrepreneurs, we all know what overworking looks like: trading sleep hours for work hours, too absorbed at a task to eat meals, skipping exercise time to answer emails, missing out playtime with the kids to continue working at night, passing up on relaxing weekend activities because of deadlines, and having trouble setting boundaries between work and home. If you can't enjoy time off of work, then work is consuming your life, and it will take a toll on your health, your productivity, and your relationships.In this episode, Dr. Richard Shuster, licensed clinical psychologist, TEDx speaker, CEO of Your Success Insights, a psychological assessment company, and the host of The Daily Helping podcast, talks about living a healthy, balanced and productive life as an entrepreneur. His own near-death experience had been a wake-up call for him to transform the way he works. And now he advocates the same for all especially the busy entrepreneurs. Learn how to take back your time so you can enjoy work and life more!To hear all of Dr. Richard Shuster's stories and valuable insights and tips, join us today!Key Points From This Episode: Dr. Richard introduces himself and his initial work as a clinical psychologist.His search to do more meaningful work leads to starting his podcast that gave him clout and relationships access.Dr. Richard creates his own psychological assessment company.Why working for your “why” can take a toll on your health.Dr. Richard talks about his own health scare brought about by overworking.His near-death experience compelled Dr. Richard to make changes in his work routine and schedule.How being mindful of the amount of time spent at work at the expense of personal relationships motivates Dr. Richard to keep a balanced and productive lifestyle. How Dr. Richard uses a filtering system to have a lean work calendar.Dr. Richard practices the 4Ds (Do, Delegate, Delay, Drop) to manage his work load.Dr. Richard's tips on how to say “no” to some people so you can say “yes” to your significant others.More tips to be productive at work and healthy in mind, body, and relationshipsHow sleep is critical to physical health and restoration and work optimization.The ways that Dr. Richard gives back to the community
Our guest in this episode is Joshua Christensen. Joshua specializes in acquisitions, finance, and underwriting multifamily. He brings 25 years of real estate experience in banking, mortgages, construction, $2.1M of recent single-family flips, real estate sales, property management, and investing. Joshua was a Mortgage Loan Manager when the 2008 financial crisis happened. He lost everything because of the crash and it brought him all kinds of fears for his family's future. But that painful experience led him to his success now.Joshua will share how he overcame his fears, learned how to underwrite deals, and understood the whole syndication process. Each year became better and now he is reaping the results of hard work and determination. Listen to his story now!
Cody Laughlin is our guest for this #TechandTacticsTuesday episode. Cody is a real estate entrepreneur and thought leader with over 10 years of real estate investing experience. He found his way to real estate by accident. In 2010, he became an accidental landlord when he and his wife decided to rent out one of their houses because they couldn't afford to pay two mortgages. Today, Cody is a general partner at about 150 million dollars across 847 units in multifamily real estate. In this episode, Cody will dive deep into market dynamics and fundamentals, underwriting, and creative ways of finding and adding value to your property and community. He'll also talk about his skillsets and finding other people that will complement those skillsets to build a team. He'll also share how he learned to underwrite and mention some of an underwriter's challenges in our current, competitive market.
As a real estate investor, it is important that you do your own research and that you learn about the industry as much as possible. Today, our guest Rob Finlay of Thirty Capital details what you can do to be an expert on the industry and even become an expert underwriter. Rob and his company had spent more than two decades bridging the gap between innovation and technology to push the boundaries of commercial real estate.Rob shares that he grew up in the real estate. He then enlightens passive investors about the risks that they need to be looking for and why it is important to be an expert in the industry. He also talks in detail about blockchain and how it is related to real estate investing. Tune in now and learn about real estate and blockchain investing!
Investors relations are a key component in building a strong business. Today in this #Highlights episode, we feature our conversations again with real estate entrepreneurs Alina Trigub and Caleb Bryant. The two give us unique tips on how to care for our investors.Alina talks about caring for your investors like a mom. She says treating your investors or potential investors with a mom-like quality by giving them unconditional attention and attentively listening to them allows you to determine how you can help them in the best way possible. Meanwhile, Caleb says that establishing good relationships with investors and brokers, patience, and having the right mindset are the best ways to help you close deals. Enjoy the show!
Most syndicators would agree that your first deal is a very important one as it can be one of the hardest ones to close. In this #Highlights episode, real estate entrepreneurs Kyle Mitchell and Brian Briscoe talk about how they found and closed their first multifamily syndication deal.Kyle walks us through his first syndication deal and narrates the importance of coaching programs in preparing yourself for landing that first deal. Meanwhile, Brian shares he went into his first deal with a self-centered mindset but came out the other end understanding just how much of team sports syndication truly is. Tune in and be inspired to close your first deal today!
How to go from having $100 million assets under management to $3.5 billion in five years? No better to speak about this than Kip Sowden of RREAF Holdings. Kip was able to scale his business fast with a team that started from 15 people to now over 400.Kip starts by detailing the scale of his real estate business with $3.5 billion assets under management. He has been active in sales of more than 12 million square feet of commercial real estate and over 36,000 apartment units throughout the United States. He shares that his business grew by embracing the opportunities in housing and hospitality for Americans. He also talks about his business being vertically integrated and how it enables them to have more control and efficiency. Tune in now and be inspired by Kip's story!