WIN Multifamily Show

Adam Adams joins us again to share the questions that passive investors should be asking before they join a real estate syndication. Keep yourself in the loop on the launch of our new show, Real Estate Investing for Professionals If you are interested in investing with us, contact us on our Investor Contact Page

Jeremy owns Shine Insurance Agency with McKenzie. He’s a teacher at heart and he simplifies insurance by giving step-by-step guidance along the way. Before Shine, he was an elementary school teacher, helping countless kids fall in love with art, math, science, and writing. Former students remember learning to play hockey in gym class, opening epic businesses in a virtual world called The Businesses Project, and learning to use a sewing machine. After 13 years of teaching, he decided it was time to change the way people feel about insurance. Jeremy carried the heart of an educator over and he's been making insurance simple for first time home buyers and real estate investors even since. Most days Jeremy can be found helping real estate investors by shooting them ballparks, 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.

For today’s guest, his belief that “There is always room for improvement, there is always another level,” is a step closer to accomplishing all that you think is possible. Our guest, Tyler, is a successful real estate entrepreneur and personal growth thought leader. He believes anything is possible by combining effective real estate investment with constant and never-ending self-improvement. He is also the co-founder of CF Capital LLC, a real estate investment firm that focuses on acquiring and repositioning multifamily assets in the Southeast in the United States. Aside from that, Tyler is also the founder and president of The Chesser Companies which provides its cornerstone in the exceeding value through high-performance coaching and consulting for real estate investors. And last but not least, he’s the creator and host of the “Elevate” podcast. In this episode, Tyler shares his experience in doing real estate down in the Southeast, and the coaching program that he does in order to help people break through the challenges they have in order to maximize their business. Tyler firmly believes that through the combination of personal growth and real estate investing, you can create and optimize your life in the best way that you could possibly can. If you are interested in investing with us, contact us on our Investor Contact Page

Ruben Greth is a podcaster and the host of the Capital Raiser Show where he teaches the best capital raising practices from successful syndicators and multifamily investors. In this episode, Ruben sheds light on the difference between raising capital for small deals and raising capital for traditional syndication and multifamily investment. If you are interested in investing with us, contact us on our Investor Contact Page

Today’s episode is the Managing Partner of the MJP Property Group, a real estate investment company. Matt Picheny has over 15 years of experience in property analysis, financing, acquisition, and operations. In this episode, Matt talks about his expertise and experiences in real estate and finance. He also talks about his book where he shares about his journey on delivering successful projects at the highest quality. If you are interested in investing with us, contact us on our Investor Contact Page

Big things often have small beginnings. Though fairly new and a couple of years into his mobile home parks career, our guest today made good progress on amassing several mobile home parks and is currently growing his affordable home business. Ryan graduated from the Farmer School of Business at Miami University, Ohio in 2012 with a BS in Finance. During his academic career, Ryan played four years of collegiate baseball on the side. After graduation, he worked in the finance industry prior to getting into the mobile home park industry fulltime. Currently, his portfolio has grown to over five mobile home parks, spreading across 230 lots in the Midwest and Southeast Ohio. Ryan also serves as the director of operations for Buckeye Communities, where he oversees operations on over 500 lots, spreading across 8 parks in Ohio and Michigan. Ryan has been involved with almost every aspect of finding, running, turning around, re-financing, and selling mobile home park communities. In this episode, Ryan shares his practices and advice which he gained through a lot of hands-on experience; from acquisitions to property management, and to capital expenditures (capex). He also gives us a detailed overview on how he runs his mobile home park business. For some, it might be a small investment, but Ryan is a big dreamer, and with his focus on his business, who knows? Ryan might be the next biggest owner of mobile home parks in the US. If you are interested in investing with us, contact us on our Investor Contact Page

Winston Churchill once said that: We make a living by what we get; we make a life by what we give. This perfectly describes our guest for this episode. From being jobless in 2001 to owning gas stations and building laundromats for his community, and eventually acquiring real estate properties, Krishan or Kay Kay used his life experiences to grow his business and give back to his community. How did he do it? Krishan combined different asset classes together, a lot of it grew organically through him having a continuous investor mindset, with a desire to learn more. In this episode, Krishan talks about the levels of trust that he has with his investors, how he grew his humble laundromat business, and the amazing story of his passion for giving back. If you are interested in investing with us, contact us on our Investor Contact Page

Trevor is a globally renowned business success coach who has devoted over 20,000 hours of coaching to help his clients achieve and sustain remarkable results. In this episode, Trevor shares with us 5 key steps to bring your game to the next level. He also talk about his real estate ventures and the clients that he has help succeed in real estate. For 25 years, Trevor McGregor has helped investors, entrepreneurs, business owners, and professionals shift from feeling worried, frustrated and overwhelmed to growing their confidence and achieving phenomenal levels of success. As one of the most requested business coaches in the world, Trevor works with top real estate investors, entrepreneurs, leaders and celebrities. They all seek him for one reason only: Trevor's cutting-edge transformational coaching results, which has allowed his clients to collectively acquire more than $1Billion dollars in real estate assets.

Today’s guest is the CEO of Progressive Property Investments, George O’Brien. The company focuses on the markets near the Pittsburgh area. George O’Brien and his team put their attention not only on investors but also the contractors, vendors, and community leaders. Their passion for people helps them build a much stronger community and a much stronger company. In this episode, George talks about the Pittsburgh market and why it is so special that people have to invest there.

Infinite banking is a concept that we hear every now and then. Today’s guest is Erica Neal has a degree in Financial Economics. She learned that when you are working for big corporations, you become subject to their agenda. She left her career with the big corporate league and partnered with an independent financial firm. They aren’t tied to any specific company and this allowed them to be specific to the solutions they offer to their clients. In this episode, Erica Neal talks about her new company and shares her expertise on infinite banking.

Difficult roads often lead to beautiful destinations, and earning passive income while enjoying the perks of working while travelling, is an investor’s ultimate dream come true. Nitzan was born to immigrant parents in New York City. Although he did not graduate from college, this did not stop him from reaching his goals in life. He’s known as “The Travelling Investor” and is a certified traveler, as he has visited over 59 countries on five continents. He’s been a real estate investor for over 25 years, a coach, and radio show personality. In this episode, Nitzan shares with us his investor mindset and how it can help you set your direction in all things; not only in investing, but in life. According to Nitzan, investment can be a lifestyle that can be combined with the things that you love, which includes traveling and being with friends. Ultimately, those things that help you grow as a person will also help you grow in your investments and in your community as well. Let’s read on, listen, and discover together how Nitzan reached out to people and affected their lives through real estate and being a mentor.

Communication is the sister of leadership. Meet Michael, a real estate investor who believes in giving and getting proper communication can serve as a pedestal for more business deals in the field. Michael is an entrepreneur whose company, Detroit Riverside Capital, is responsible for investing in and developing mixed use and multifamily properties throughout the Metro Detroit area. His current project is the ‘The Jordan 3250’ in Auburn Hills, Michigan. It’s a 48 unit mixed property with 6600 square feet of retail space on the first floor. The project is currently under construction and expected to be completed in June of 2021. In this episode, Michael shares with us his business on the Detroit area, and also, specifically on the twists and turns of ground-up development investment life cycle and how much communication it takes in order to really put together a project of that magnitude. In addition, Michael also gives us a glimpse on his vision for Detroit in the future.

Charles is the Senior Acquisition Manager and Asset Manager at Three Oaks Management LLC based in Charlotte, North Carolina. In this episode, he shares his experience in buying a property during this pandemic times, as well as a whole lot of practical information about asset management and how to look at rents and evaluating market. If you are interested in investing with us, contact us on our Investor Contact Page

Shannon is the founder and leading real estate developer and investment of Shannon Robnett Industries (SRI) based in Boise, Idaho. Being in the real estate industry for over 40 years, and in the Boise market for 25 years, he can definitely say that experience is the best teacher. Shannon and SRI have been involved from start to finish on a variety of construction projects totaling over 200 billion dollars. In this episode, Shannon talks through a lot of the logistics and background behind the cash flow scenarios in value add versus ground-up development. He believes that mindset is everything, and having the proper mindset partnered with a great focus on details is his secret recipe for success. If you are interested in investing with us, contact us on our Investor Contact Page

Having the desire to make a passive income takes just the will to do it. Many people say they want this and that but when it comes down to coming up with plan on how they’ll get from point a to point b, they give up way too easily, because they think it’s too difficult. Meet Huy Nguyen, the man who accomplished his dreams by going out of his way to get what he wants! Today our guest is Huy Nguyen. Huy is a real estate investor and a real estate agent who serves family and friends, and clients that need to buy and sell houses in the Houston area. He’s an active real estate investor himself, his wife is involved in the house flipping business, and they ran several Arabian bees out of Houston. In addition to this he passively invests in real estate syndications. If you are interested in investing with us, contact us on our Investor Contact Page

CORE Solutions Group is on a mission to help it’s clients to improve cash flow, improve asset value and ROI for a wide range of businesses, property investors, CPAs and high net worth individuals. Over the last 12 years, we have become the premier specialty tax and engineering firm nationwide. Our unique staff is comprised of some of the most experienced tax, legal and engineering minds in the business, ready to serve and deliver unprecedented service and unmatched capabilities. If you are interested in investing with us, contact us on our Investor Contact Page

If you plan to get into the real estate investing business, then you must also make sure to protect your investment via real estate insurance. Today our guest is Darrin Gross. Darrin is an insurance broker based in Portland, Oregon who focuses on protecting real estate investors. He’s also an active real estate investor himself. His insurance practice focuses on working with Real Estate Investors, Lenders, and Developers of properties like apartments, retail, office, creative, warehouse, and industrial. If you are interested in investing with us, contact us on our Investor Contact Page

Real estate syndication is actually a very lucrative business, but is not very well known compared to other businesses like multilevel marketing. However, there are more opportunities for building wealth and success in real estate syndication than in any other types of business by comparison. Listen to what our next guest has to say about and decide for yourself! Reid Bennett is the National Council Chair of Multifamily Properties for SVN International and a Senior Vice President for SVN – Chicago Commercial. As a licensed managing broker, he focuses primarily on the sale of apartment communities across the Midwest and also teams up with members of his council to serve clients across the country in over 150 markets.

Walker’s superpower is building financial models to underwrite mobile home parks. He leads the acquisition efforts at Open Door Capital, Brandon Turner’s mobile home park investment company. Prior to discovering his passion for real estate, Walker worked in various corporate finance, engineering, and account management roles across multiple industries. He lives in Atlanta, Georgia with his wife and newborn twins. Today Walker plans to walk us through all things mobile home park underwriting. We'll cover why the asset class is so attractive, how to quickly evaluate a deal and the major differences between mobile home park underwriting and other asset classes. If you are interested in investing with us, contact us on our Investor Contact Page

Chris started his real estate investing journey in Jan of 2016 by trying to flip houses on Long Island NY, but ultimately failed to flip a single house despite spending tens of thousands of dollars and several months trying. Chris and his team tried pivoting to purchasing tax deed properties in Philadelphia, but quickly realized it wasn't for them. From there Chris started to learn about multifamily and started by investing passively in an 8-unit property, then Joint Venturing on another 100 units worth over $4.5 mil. From there Chris quit his full-time job in finance and joined the Toro team full time in Aug 2016. Chris focuses on managing, sourcing, evaluating, and acquiring new assets for Toro’s Multifamily Portfolio and runs the Florida region of Toro's portfolio. Toro has acquired over 4000 units worth over $285 mil. Chris is also very active on social media you can follow him on Instagram @Chris.Grenzig, or on LinkedIn, Facebook and YouTube by searching Chris Grenzig. Before Toro, Chris worked in finance at small boutique firm. He graduated Hofstra with a degree in Business and played D1 soccer. If you are interested in investing with us, contact us on our Investor Contact Page

Mike Vann built a $6M personal portfolio while working a full-time job in the Medical Device Industry. He started his apartment syndication journey in late 2017 and has since been a GP on almost 1000 units. If you are interested in investing with us, contact us on our Investor Contact Page

A go-getting attitude, plus a great team of credible people is Agostino’s secret to success. Agostino is a multi-family investor, entrepreneur and public speaker with more than 15 years of experience. He’s also the host of the Bulletproof Cashflow Podcast. In this episode, Agostino talks about how having a great team behind you is the key to scoring bigtime in the real estate business, the different players on the team, and how building trust with your team members in a relationship-based business is essential. If you are interested in investing with us, contact us on our Investor Contact Page

He prides himself as a veteran and a family man. Ashton Levarek has a family-operated investment firm named _Valkere Investment Group. _He is focused on building lasting partnership that creates passive income and tax-free wealth through multi-family estate. In this episode, Ashton talks about how he balances his career, his business, and his family. He also shares how businesses could connect with their target audiences. If you are interested in investing with us, contact us on our Investor Contact Page

Mark Perlberg, CPA of Mark Perlberg, CPA, PLLC, provides tax services, specializing tax strategy and consulting for real estate investors and business owners. His practice is based out of Charlotte, NC and serves clients throughout the country, and international investors with US assets. He partners with his clients to provide the most powerful tax strategies, business insight, and support to grow their businesses and achieve financial freedom. In addition to his tax background, he is a real estate investor and former real estate agent. He has a Masters in Accounting from North Carolina State University and is a Certified Public Accountant and Certified Tax Coach. If you are interested in investing with us, contact us on our Investor Contact Page

Chris is Co-Founder and Director of Investment Strategy for Park Ave Capital, LLC. He oversees the acquisitions of assets and business development activities. He also directs the overall investment strategies of the company. In addition to Park Ave Capital, LLC, Mr. Pomerleau is an attorney and mediator at Nebraska Legal Group. Mr. Pomerleau has practiced family law exclusively and handled cases throughout Nebraska and Iowa; he is an experienced litigator and a determined advocate for his clients. As founder and Director of Park Ave Capital, he originated the concept, developed the operating plan, created the company’s products and has raised over $30 Million in Assets Under Management. Over the past seven years, he has acquired 420 Apartment Units within a three-hour radius of Omaha and completed over 40 real estate transactions. Prior to his entrepreneurial activities, Mr. Pomerleau served in the United States Army. He played college football at Augustana College, where he graduated with his bachelor’s in sociology. Furthering his education, he completed both his M.S. in Negotiation and Dispute resolution and his J.D. at Creighton Law School. He is a proud father to two children, with his wife, Shivani. If you are interested in investing with us, contact us on our Investor Contact Page

Jillian Sidoti is an attorney, speaker, entrepreneur, mama, and former college professor. Forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals, Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Apologies for the quality of audio during this episode If you are interested in investing with us, contact us on our Investor Contact Page

Everybody has a story about their “big jump, or taking the leap”. Julie, over the past 20 years, fuses her passion and background in real estate and education to help others achieve their dreams. Her upbeat nature, love of learning, teaching, and connecting others lends themselves well to her role as the Three Keys Investments Vice President of Investor Relations. In this episode, the former public school elementary teacher turned real estate investor talks about how she reaches out to her investors and tenets. If you are interested in investing with us, contact us on our Investor Contact Page

James Eng serves as a Senior Director for Old Capital. He has financed over $800MM in multifamily properties (over 125 properties) since 2015. Before joining Old Capital, he underwrote over $750MM in loans over 8 years for the acquisition or refinance of commercial properties at GE Real Estate as a Senior Underwriter. Prior to his work at GE Real Estate, he completed GE’s Financial Management Program (FMP) at GE Capital with rotations in Connecticut, Colorado, and Texas across multiple businesses. He received his undergraduate finance degree from the McCombs School of Business at The University of Texas at Austin. He has invested in 25 multifamily properties totaling over 7,200 units. Current portfolio is 21 multifamily properties totaling 6,166 units. If you are interested in investing with us, contact us on our Investor Contact Page

Sanjay Vora is one of the co-founders of Avestor. Avestor is a new Portland, Oregon based firm that is focused on helping investors create custom real estate investment portfolios. Avestor helps investors diversify across different property types, markets and time frames. If you are interested in investing with us, contact us on our Investor Contact Page

Multifamily syndicator, educator, and best selling author. Syndicated over 1100 units and won the National Apartment Associations Rental Owners of the Year in 2017 and the Think Realty Multifamily Investor of the Year in 2019. My new book, "Syndicating is a B*tch and Other Truths You Haven't Been Told" If you are interested in investing with us, contact us on our Investor Contact Page

Brandon Bruckman is an adviser with Insight Investment Advisers. The firm focuses on helping real estate investors, business owners and farmers sell their investment proper, defer tax, and invest in passive real estate assets. Today, we are talking about 1031 exchange and DST (Delaware statutory trust). The advantages and disadvantages of DST. The benefit of DSTs for farmers. If you are interested in investing with us, contact us on our Investor Contact Page

Heath G. Jones, Ph.D. is a professional researcher with a degree in Neuroscience. He has over 15+ years of experience with data collection, analysis, and interpretation. He has developed and managed several NIH and DoD funded research projects totaling over 3.1 million in budget dollars. Heath brings his laser-focus, determination, and passion that has helped him succeed in the tough world of science to the world of real estate investing. Within their first three months of real estate investing, he and his wife acquired two multifamily properties and closed on 3 additional SFRs within their first year. Heath and his Co-Founder, Hutch "The Marine Investor" joined forces to start H Squared Capital in order to scale their real estate portfolio through the power of syndication. In his free time, he spends as much time with his wife and kids as possible, rocks out the guitar and piano, and competes in Ironman events. In addition to this, he loves recording and editing, “The Multifamily Real Estate Experiment Podcast”, which he co-hosts with his partner, Hutch “The Marine Investor”. If you are interested in investing with us, contact us on our Investor Contact Page

Icon Heritage Partners is currently redeveloping a 138-unit affordable assisted living facility in Detroit with a capital stack that includes LIHTC, tax-exempt bond financing, and other funding sources. If you are interested in investing with us, contact us on our Investor Contact Page

66 - Brian Briscoe - Lieutenant Colonel in Marines Invests in the Carolinas by Daniel Holmlund

In today’s episode, we hear how our guest was able to scale up from zero apartments to eleven units in eighteen months through creative financing. Without using a dime of his own, Alex Olson has set out to buy investment properties in some of the most sought-after areas in Kansas City. The show starts off with Alex sharing his background and how he acquired his first property. He then shares his strategies and tactics in scaling up to eleven properties. As a broker, his specialty is helping buyers that are looking to acquire cash-flowing properties in Kansas City. His success came with hard work, drive, and a desire to provide long-term wealth for his family.

Mike Taravella is a multifamily investor that focuses on Detroit. Today, he is walking us through the systems that he uses to manage to keep his assets performing optimally. If you are interested in investing with us, contact us on our Investor Contact Page

Kelly and Anselmo are passionate about water conservation in the multifamily space. Kelly is known in the industry as The Potty Princess. Anselmo's background in water monitoring has been instrumental to Sustainability Solutions. SAS is a nationwide provider focusing on water conservation through installation of ultra-high-efficiency plumbing fixtures that can reduce your water consumption and utility bills by 30-60% without changing your tenant’s behavior. On average, our clients experience an ROI of less than 24 months coupled with surpassing the minimum water and energy reduction requirements for the Fannie and Freddie green loans. SAS exclusively installs the Niagara Conservation products that include the world’s most efficient toilets (0.8 GPF), high-efficiency showerheads, and high-efficiency faucet aerators. Our teams partner closely with Niagara to ensure we are factory trained while providing the most innovative and reliable products to exceed water conservation milestones for our multifamily owners and property management firms. If you are interested in investing with us, contact us on our Investor Contact Page

Adam Adams Host the largest real estate meetup on Meetup.com and today he is sharing his tips for building a vibrant community of investors.

When thinking of the real estate industry, one usually thinks of deals, contracts, property developments, and finance. Often overlooked are the design and branding aspects of a real estate syndication. Our guest today is the co-founder of Workshop Studio, a team of designers, storytellers, dreamers, and creators of strategic interior environments. They specialize in interior design for multifamily spaces. Discover how the market crash in 2008 and 2009 paved the way for Julia to reinvent herself from a business background into becoming a designer. After spending four years earning a degree in design, she finally was able to combine the concepts of business with design.

Reinventing yourself time and time again never goes out of style. Leka Devatha’s metamorphosis from fashion merchandising to real estate investing has proven to be her most fulfilling way to create a legacy. Turning her back from a lucrative corporate job was never easy and involved difficult conversations with family and loved ones. Fast forward to today, she has already flipped over forty homes and continues to expand her focus to include land development, acquiring long-term rentals, and building adult family homes. From having zero knowledge about real estate, she continues to transform herself through experiences in fixing and flipping houses, apartment building and investing, increasing her real estate portfolio, and establishing a legacy through coaching and mentoring. Tune in to hear how she dominated the Seattle real estate market ever since moving from India thirteen years ago.

LeaseLock powers a modern lease experience that totally eliminates all security deposits, surety bonds, and guarantors. By innovating in insurance products for multifamily apartment owners, LeaseLock insures the property for missed rent and damages, plus an automatic lease payout for utilities and other costs.

Scott Choppin is the founder of the Urban Pacific Group of Companies, a Long Beach, CA based real estate development company, founded in 2000, that focuses exclusively on urban infill and affordable housing communities throughout California and the western US. Over the last 18 years, the company has developed nearly 1,700 units of unique to market urban housing communities throughout the Western United States.

Long-term journey is the name of the game for Preston Walls. As the founder and CEO of Walls Property Management, he has passed on the vision of investing in a long-term horizon to his constituents and partners. For him, real estate is a long-term asset that one hangs on to in order to get the best value for the money invested. It’s one of the unique things of Walls Property Management. While most syndications have a fixed holding period, their operating agreements are structured without a definitive endpoint. However, to protect the best interests of the investors, they have crafted exit provisions. In line with this investment strategy, he also discusses why he prefers deep value add deals as opposed to light renovation plans. Tune in to hear more about his investment strategies, recent acquisitions, and even mistakes that molded him to the syndicator that he is today.

Buying and selling real estate properties is already a challenge in itself. But when the property is in a distant location, the challenges are double. Rafi Mizrahi, an Israeli who invests in the United States, has developed a skill set that overcomes distance. He has done over 300 transactions in single family homes and owns over 766 units, which is roughly equivalent to fifty million dollars in multifamily. From a career in IT as a developer, he made a big leap into real estate investment in 2010 and has since then established a track record good enough to start mentoring and teaching other investors.

Hear how one phone call and one trip jumpstarted our guest’s career in real estate. Ola Dantis has only been in the United State for six years but has already founded Dwellyn, a multifamily investment syndication, and has successfully completed rehab projects in excess of 1 million dollars. But it wasn’t always easy for him. He shares a mistake he doesn’t want other investors to make and sheds light on how he overcame a bad first flip. Today, Ola continues to exceed investor returns, building upon his success on the real estate investing space. Important Points in This Episode • Story of how a phone call and a trip to Dubai jumpstarted his career in real estate investing • Podcasts and books that Ola educated himself with • His shift from a comfortable lifestyle in an apartment to a living in the bottom floor of a duplex • Ola’s first investment • A bad flip that took his eyes off the ball that he doesn’t want others to make • How mentorship programs help you build your network • All about Dwellyn and its 160-apartment unit complex • Vertically integrated business • Investor relations • Houston’s marketability • Ola’s Instagram and his 50,000 followers

What would it take to build skyscrapers? One thought. One question. That’s all it took for Anthony Vicino to jumpstart his journey to multifamily syndications. Not knowing anything about it, Anthony spent a great deal of time learning through podcasts, books, and networking events. Through these, he opened himself up to opportunities and partnerships that would skyrocket him to success. In this episode, he shares how he met his partner and how they formed Invictus Capital Ventures. Learn why Minneapolis is a fantastic market to invest on despite the problems going on there at the present time. Discover his first deal and how it fared in the market. Was it successful? What did he do when things didn’t work the way he expected them to? Important Points in This Episode • Anthony Vicino’s first milestones in real estate investments • Methods of education he took before he entered the real estate industry • How he met his partner, Dan Kreuger, and maintained a professional relationship with him • Qualities Anthony looks for in a business partner • Anthony and Dan’s first deal • Impact of Covid-19 in that deal • The best thing about real estate • Market sustainability of Minneapolis in terms of economic diversity, education, quality of life, and competition • Multifamily Investing Made Simple podcast by Anthony and Dan • Importance of trust and transparency in partnerships and syndications

Gene Trowbridge from Trowbridge Law Group LLP, is an American syndication lawyer and investor who has seen the ups and downs of the real estate market over the past 40 years. Today Gene is going to discuss Capital raising information, blind funds as well as his experience seeing downturns in the markets over the several decades. He lets us know that with every downturn there are opportunities to be found. He also shares with us the personal and touching story of his father, Eugene Trowbridge, who was there at Pearl Harbor and fought in World War II.

From being a serial tech entrepreneur and establishing strong businesses to becoming an investor, Ian Ippolito didn’t settle with the traditional advice of putting percentages in stocks and bonds. In this episode, he shares how he founded The Private Investors Club and RealEstateCrowdFundingReview.com and sheds light on how crowdfunding opens up a sea of asset alternatives and opportunities for its users. With over 3,500 members and over $5.7 billion in investible assets, this club enables the members to access deal flow and detailed due diligence that they couldn’t on their own. Don’t miss this chance to learn more about crowdfunding and how it can assist you in getting the most value out of your investments. Important Points in This Episode • Origin story of Private Investors Club and website RealEstateCrowdfundingReview.com • Ian’s unique and organic way of building the club • Advantages of participating in a real estate crowdfunding • Spectrum of asset investments being discussed in the club • Process of walking the investor through their investment options • Club members’ concerns on Covid-19 • V-shape and U-shape recovery from a downturn • Qualifications for getting into the club • Ian’s investment criteria • Types of sponsors Ian prefers • Member-to-member communication dynamics

We have a special episode for you listeners today as well host our first roundtable discussion featuring 4 panelists from 4 corners of the country. The panelists will discuss with us their views on the multifamily market and their particular locations, which are Minnesota, New York, Los Angeles, and Dallas Fort-Worth. Hosted by Edward Gray and Daniel Holmlund Panelists Morgan Turnbow MAI - Colliers International, Executive Managing DirectorTad S. Marinac, MAI - GTRE International, Valuation & Advisory ServicesMary Ann Barnett, MAI - BBG, Executive Managing DirectorTrent Pollard, TLP - CEO - President TLP | Realty Advisors Moderators Edward Gray - Managing Directory of Greystone & Co, LLC Daniel Holmlund - Partner & Multifamily Investor at Aalon Capital LLC

Michael Brady & Alex Schandrovsky are both members of the Madison 1031 Exchange whose business is to help taxpayers defer capital gains and taxation by swapping one property to another. An attorney by training, Michael Brady is currently the Executive Vice President of Madison 1031 and spends a lot of time in public speaking, seminars, and marketing efforts. On the other hand, Alex Schandrovsky is a seasoned Silicon Valley entrepreneur who ran a large catering company that employs second chance employments, mostly people from prisons. He spends most of his time teaching about business and entrepreneurship and building multigenerational wealth for driven real estate investors. Listen as they walk us through what a 1031 exchange is, its process, and the two sides of a 1031 exchange. They also shed some light on the challenges investors might encounter when doing a 1031 exchange. If you are interested in this type of exchange, it is important that you learn from the experts. Be sure to tune in today! Important Points in This Episode • Mike and Alex’s background • What is a 1031 exchange • Capital gains taxes • Internal Revenue Code 1031 • Process of a 1031 exchange • Role of Madison 1031 play in making these exchanges • States that do not recognize 1031 exchanges • Who is a qualified intermediary • Qualifications for a 1031 exchange • Process of becoming a qualified intermediary • Federation of Exchange Accommodators • Kinds of exchanges Madison 1031 is doing • Two sides of a 1031 exchange • Challenges of bringing a 1031 investor to a syndication and bringing 1031 money into a syndication • Problems a syndication might encounter with trying to do a 1031 exchange • Brief explanation of the structure of a tenants in common (TIC) • Like-kind properties • Madison 1031 and the challenge of Covid019

“Be open to anything yet attached to nothing.” – Wayne Dyer This was Logan Freeman’s mantra. When life threw him curveballs, he needed to reinvent himself from being an athlete into a student and eventually into a commercial real estate investor. He is the founder of LiveFree Investments, a successful real estate investment firm that ensures strong returns on capital from secure, collateralized real estate investments. He has found a process and relies on his most valuable priorities to guide his profit-producing activities. A husband and a father based in Kansas City, Logan continues to reinvent himself through self-improvement strategies.