Podcasts about 506b

In this episode of the Raise Capital Legally podcast, we sit down with Dallon Schultz, founder of Capitallyst Pro, to explore how capital raisers can automate and streamline their investor relationships while staying compliant with 506(b) regulations. Dallon shares how Capitallyst Pro helps syndicators and fund managers attract, nurture, and convert investors using pre-built systems, CRM tools, quiz funnels, and automation strategies. He breaks down the four key marketing stages for raising capital, how drip campaigns can build trust, and why an organized pipeline is crucial for turning leads into long-term investors. We also discuss how Capitallyst Pro helps founders focus on relationship-building to develop and maintain relationships with new investors. If you're looking for a done-for-you system or a DIY approach to streamline your prospective investor outreach, this episode is for you! Chapters: Introduction and Background of Capitalist Pro (00:00:02)Krisha Young introduces the podcast focusing on raising capital legally. Dallon Schultz shares his journey from being a registered nurse to creating Capitalist Pro after identifying gaps in investor relationship management.The Need for Automated Investor Relations (00:02:40)Dallon explains how a personal experience of losing a $200,000 investment opportunity led to recognizing the need for consistent investor communication and automated systems.Value-Based Communication Strategy (00:08:42)Discussion of the importance of providing value through regular communication, making strategic introductions, and maintaining an abundance mindset in investor relations.Compliance and Relationship Building (00:39:31)Exploration of maintaining compliance with 506B regulations while building substantive relationships with investors, emphasizing the importance of proper documentation and personal connections.---Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation 

Last time we spoke about the Great Tokyo Air Raid. Amidst fierce battles, Liversedge's forces captured key hills but faced relentless Japanese machine-gun fire. Despite heavy casualties, the Marines advanced, securing strategic positions. General Kuribayashi recognized their struggle, while the Japanese counterattacks faltered. After 19 grueling days, the last pockets of resistance fell, marking a costly victory for the Americans. Amid the fierce battle of Iwo Jima, General LeMay shifted tactics, launching incendiary raids on Tokyo. On March 9, 1945, 334 B-29s unleashed destruction, igniting widespread fires and devastating neighborhoods. The attack shattered Japanese morale, while LeMay's strategy proved effective, paving the way for further offensives in the Pacific. On March 3, three brigades attacked Meiktila, facing fierce resistance. Tanks overwhelmed Japanese forces, resulting in heavy casualties. As Cowan fortified defenses, Japanese counterattacks intensified. Meanwhile, in Mandalay, British-Indian troops advanced, capturing key positions. Amidst confusion and conflicting orders, the Allies pressed forward, striving for victory in Burma. This episode is the Fall of Mandalay Welcome to the Pacific War Podcast Week by Week, I am your dutiful host Craig Watson. But, before we start I want to also remind you this podcast is only made possible through the efforts of Kings and Generals over at Youtube. Perhaps you want to learn more about world war two? Kings and Generals have an assortment of episodes on world war two and much more  so go give them a look over on Youtube. So please subscribe to Kings and Generals over at Youtube and to continue helping us produce this content please check out www.patreon.com/kingsandgenerals. If you are still hungry for some more history related content, over on my channel, the Pacific War Channel you can find a few videos all the way from the Opium Wars of the 1800's until the end of the Pacific War in 1945.  We are first picking up this week with the men fighting over northern Luzon. By March 5, General Clarkson's 33rd Division had advanced to Agoo and Pago while gradually pushing the enemy along Route 11. Meanwhile, Colonel Volckmann's guerrilla force was carrying out limited offensives in the Laoag, Cervantes, and San Fernando regions. Coming into Salacsac Pass from the west, the Villa Verde Trail twists up the wooded western slopes of a steep-sided height known to the 32nd Division as Hill 502. Another peak, bare crested, forming part of the same hill mass and named Hill 503, centers 250 yards northeast of the crest of Hill 502, while a similar distance to the southeast is Hill 504. Winding along the southern slopes of Hills 502 and 504, the trail continues eastward through a low saddle about 500 yards long, climbing again up the forested northwestern side of Hill 505. After crossing that hill, the trail follows a twisting course 600 yards--as the crow flies--eastward, hugging the densely wooded northern slopes of Hills 506A and 506B. Off the northeast corner of Hill 506B the trail turns south for 1000 yards--again a straight-line distance--and traverses the east side of the noses of Hill 507, designated from north to south A, B, C and D. Turning sharply east again near Hill 507D, the trail continues east another 700 yards and then enters a deep wooded saddle between Hill 508 on the south and Hill 515 to the north. After passing through this saddle, which is about 250 yards long east to west, the trail goes on eastward, dominated on the north by Hills 516 and 525. Roughly 1250 yards beyond the saddle the trail twists across the northern slopes of Hill 526, which lying about 500 yards southeast of Hill 525, marks the eastern limits of the Salacsac Pass area. A mile and a quarter of less rugged but still forested and difficult terrain lies between Hill 526 and barrio Imugan, in turn two and a quarter miles west of Santa Fe.  Meanwhile General Mullins' 25th Division had successfully taken control of Puncan and Digdig. Due to this unexpectedly swift progress, General Swift instructed Mullins to continue advancing toward Putlan while the 1st Battalion, 127th Regiment fought for control of Hill 502, which was secured on March 7. In response, Mullins dispatched the 161st Regiment to attack the high ground west of Route 5, the 27th Regiment to advance along and east of the highway, and the 35th Regiment to execute a wide envelopment to the east. Since this last flank approach to Putlan was completely undefended, the 1st Battalion, 35th Regiment quickly occupied Putlan on March 8. The following day, the 27th Regiment also arrived in the area and began clearing Japanese stragglers from the ravines east of Route 5 near the barrio, a task that would not be finished until March 15. Finally, despite facing rough terrain and light resistance, the 161st Regiment reached Putlan on March 10, successfully securing the high ground to the west. To the north, as the 1st Battalion, 127th Regiment struggled to make significant progress eastward after capturing Hill 502, Gill decided to send the 3rd Battalion, 127th Regiment to outflank the Salacsac Pass defenses from the south.  Although the extremely rough, precipitous mountain country of the Salacsac Pass area, averaging 4500 feet above sea level, was covered by dense rainforest, from Hill 506B to Hill 526, there was sufficient open ground throughout to provide the defender with excellent observation. It was not too difficult for the Japanese to find positions whence they could cover with fire every square foot of the Villa Verde Trail through the pass area. The twisting of the trail also provided defense opportunities, for in a given 1000 yards of straight-line distance through the pass, the trail might actually cover a ground distance of 3000 yards. Whatever its shortcomings in other fields, the Japanese Army always had a feel for terrain, exploiting to the full every advantage the ground offered. Thus, as it moved up, the 2nd Tank Division set to work to establish a system of mutually supporting defensive positions in order to control every twist of the Villa Verde Trail and every fold in the ground throughout the pass area. Every knoll and hillock on or near the trail was the site of at least one machine gun emplacement; every wooded draw providing a route for outflanking a position was zeroed in for artillery or mortars. The cave, natural or man-made, came to characterize the defenses. Artillery was employed in quantity and quality not often encountered in engagements against the Japanese, who, as usual, made excellent use of their light and medium mortars. Finally, the 2nd Tank Division was overstocked in automatic weapons, evidently having available many more than the 32nd Division could bring to bear. To the west, following recent successes in patrols, Clarkson opted to establish a new "secure line" stretching from Aringay southeast through Pugo to Route 11 at Twin Peaks. Consequently, patrols quickly secured Aringay and Caba without facing any opposition, then advanced east along the trails to Pugo and Galiano, and north to Bauang, where they continued to encounter minimal enemy presence. As a result of these movements, the Hayashi Detachment was ultimately withdrawn to bolster the main defenses at Sablan, enabling Volckman's 121st Regiment to enter San Fernando on March 14. Additionally, elements of the 19th Division began arriving in the Cervantes area from Baguio and successfully expelled the guerrilla company from the town in early March. The Filipinos recaptured Cervantes on March 13 but soon found themselves targeted by Japanese artillery positioned on elevated ground. Meanwhile, looking south, by March 5, General Patrick's 6th Division had commenced unsuccessful assaults on Mounts Pacawagan and Mataba, while General Hoffman's 2nd Cavalry Brigade struggled to advance toward the Antipolo area. Recognizing that the success of his attack required a concentration of forces along a narrower front, General Griswold decided to focus on the Noguchi Force and the left flank of the Kobayashi Force, as the northern area was heavily fortified. He retained only one battalion as an infantry reserve and directed the remainder of his available forces, all of which were understrength, to push eastward. Alongside the deployment of the 1st Cavalry Brigade, the 103rd Regiment reached Taytay on March 7 to serve as the 1st Cavalry Division Reserve, signaling the upcoming relief of the cavalrymen in preparation for their redeployment to southern Luzon. By March 10, General Wing's 43rd Division had been replaced in the Clark Field area by the 38th Division and was en route to the eastern front.  The 38th Division pushed on into the untracked, ill-explored, and worse-mapped wilderness of the central Zambales Range, its progress slowed more by supply problems than Japanese resistance. In early April the division noted that the last vestiges of any controlled defensive effort had disappeared. Unknown to 11th Corps General Tsukada, on April 6, had given up and had ordered his remaining forces to disperse and continue operations, if possible, as guerrillas. For the Japanese remnants, it was a case of sauve qui peut. Some tried to escape to Luzon's west coast, whence 38th Division troops were already patrolling inland; others tried to make their way north through the mountains, only to be cut down by American patrols working southward from Camp O'Donnell. The 38th Division had killed about 8000 of the scattering Japanese by the time it was relieved by units of the 6th Division on May 3. The losses of the 38th totaled approximately 100 men killed and 500 wounded. The 6th Division, elements of which remained in the Kembu area until June 25, limited its operations to patrolling and setting up trail blocks along Japanese routes of escape. Troops of the 38th Division ultimately returned to the region and remained there until the end of the war. Insofar as US forces were concerned, the mop-up period under 11th Corps control was even more costly than had been the 14th Corps' offensive period. From February 21 to the end of June the various elements of 11th Corps committed to action against the Kembu Group lost approximately 550 men killed and 2200 wounded. The Kembu Group, during the same period, lost 12500 killed or dead from starvation and disease. By the end of the war the original 30000 troops of the Kembu Group were reduced to approximately 1500 sorry survivors, about 1000 of them Army personnel. Another 500 had already been taken prisoner. As a result, General Tsukada ordered his remaining troops to scatter and operate as guerrillas. Meanwhile, Griswold resumed his eastern offensive on March 8. In the south, bolstered by artillery and mortars, the battered 2nd Cavalry Brigade continued to advance slowly under heavy artillery fire, reaching a point 440 yards short of Antipolo along Route 60A and overcoming the enemy cave defenses at Benchmark 11. By March 11, patrols had entered Antipolo, discovering the town was devastated and deserted, yet still under the threat of Japanese artillery and mortars positioned in the hills to the north and northeast. Simultaneously, the 1st Cavalry Brigade made significant strides to the north, also coming within 440 yards of Antipolo while clearing Benchmark 9 Hill and Hills 520 and 740. Abandoning the Montalban-San Mateo area, Patrick instructed the 1st and 20th Regiments to advance toward Mounts Baytangan and Yabang. Facing unexpectedly light resistance, the 1st Regiment advanced a mile and a half east by March 11 and secured Benchmark 8 Hill to the south despite encountering stubborn opposition. Recognizing the need to capitalize on this success, Patrick then ordered the 20th Regiment to move through the 1st and attack north toward Wawa Dam while the latter continued its eastward assault. On March 11, the 103rd Regiment took over from the 2nd Cavalry Brigade and quickly began planning to outflank General Noguchi's defenses located southeast of Antipolo. However, due to concerns over American advances, General Yokoyama ordered the Noguchi Force to retreat to secondary defensive positions while preparing for a three-pronged counterattack set for March 12. The primary effort involved four reserve battalions from the Kobayashi Force, which launched an attack southward from Mount Mataba toward Marikina but were quickly halted by intense air and artillery fire, falling far short of their target. Additionally, the 182nd Independent Battalion attempted a counterattack toward Benchmark 8 but was unsuccessful, while the majority of the Kawashima Force advanced south from the Ipo Dam area to assault the rear installations of the 6th Division west of the Marikina River, where they were easily repelled by March 15. During this so-called counterattack, Griswold continued his offensive, with the 103rd Regiment swiftly advancing through the deserted Antipolo to Benchmark 7 Hill, and the 20th Regiment moving over a mile north to secure a position on a grassy ridge less than a mile southeast of Mount Mataba's summit. On March 14, the 1st Regiment resumed its eastern assault, successfully advancing north to a bare peak about a mile southwest of Mount Baytangan, despite facing strong resistance that caused heavy casualties, including the loss of General Patrick, who was succeeded by Brigadier-General Charles Hurdis as commander of the 6th Division. Simultaneously, Wing initiated a coordinated offensive with two regiments toward Mounts Yabang, Caymayuman, and Tanauan, aiming to flank the Shimbu Group's left. Although the 103rd and 179th Regiments achieved significant progress that day, Noguchi's determined defenders managed to maintain control of Benchmark 7. Looking further south, Griswold was preparing to launch a two-pronged offensive in southern Luzon. General Swing's 511th Parachute Regiment and the 187th Glider Regiment were set to advance towards Lipa from the north and northwest, while the 158th Regiment gathered near Nasugbu to attack southeast along Route 17 toward Balayan Bay. In response, Colonel Fujishige's Fuji Force had established several small positions in the area to prevent American forces from flanking the Shimbu Group's main defenses by rounding the eastern shore of Laguna de Bay. Swing's offensive commenced on March 7, with the 187th Glider Regiment descending the steep southern slopes of Tagaytay Ridge to the northern shore of Lake Taal, ultimately stopping at a hill two miles west of Tanauan due to strong resistance. The 511th Parachute Regiment moved out from Real, reaching within a mile of Santo Tomas while launching unsuccessful frontal assaults on Mount Bijiang. Meanwhile, the 158th Regiment advanced from Nasugbu, quickly securing Balayan before pushing eastward with little opposition toward Batangas, which fell on March 11. On its eastward path, the regiment bypassed significant elements of the 2nd Surface Raiding Base Force on the Calumpan Peninsula, necessitating that a battalion clear that area by March 16. At the same time, other units of the 158th Regiment encountered robust Japanese defenses blocking Route 417 at Mount Macolod, where their advance came to a halt. Concurrently, General Eichelberger continued his offensive against the central islands of the Visayan Passages, with reinforced companies from the 1st Battalion, 19th Regiment successfully landing on Romblon and Simara islands on March 11 and 12, respectively. Most importantly for Eichelberger, he was about to initiate his Visayas Campaign. To disrupt Japanese communication lines across the South China Sea, the 8th Army needed to quickly capture airfields that would allow the Allied Air Forces to project land-based air power over the waters west of the Philippines more effectively than from Clark Field or Mindoro. Consequently, the first target chosen was Palawan, which was defended by only two reinforced companies from the 102nd Division. Additionally, MacArthur's strategy included the eventual reoccupation of the East Indies, starting with the capture of Japanese-controlled oil resources in northern Borneo as soon as land-based air support was available. The Zamboanga Peninsula and the Sulu Archipelago were identified as the second targets, although these areas were defended by stronger garrisons from the 54th and 55th Independent Mixed Brigades. Despite this, Eichelberger tasked Major-General Jens Doe's 41st Division with executing these invasions. For the Palawan invasion, codenamed Operation Victor III, Brigadier-General Harold Haney was appointed to lead a force primarily composed of the 186th Regiment, which would be transported to the island by Admiral Fechteler's Task Group 78.2. The convoy departed from Mindoro on February 26, escorted by Rear-Admiral Ralph Riggs' cruisers and destroyers. Following a naval bombardment, Haney's Palawan Force successfully landed at Puerto Princesa on February 28 without encountering any opposition. They quickly secured the town and the two airstrips to the east, advancing to the western and southern shores of the harbor by late afternoon to establish a defensive perimeter. As the first day progressed, it became clear to the American troops that the Japanese troops would not put up a fight at Puerto Princesa and had withdrawn into the hills to the northwest. More disturbing was the revelation of a massacre of approximately 140 American prisoners of war the previous December. The presence of a passing Allied convoy made the alarmed Japanese believe that an invasion was imminent and had herded their prisoners into air-raid shelters, subsequently setting the shelters afire and shooting prisoners who tried to escape. Only 11 American prisoners of war miraculously survived immolation and escaped the shooting. Sheltered by natives until the Americans landed, they emerged during the battle to tell their horrifying tale, which only hardened American resolve to end Japanese rule over the island. By March 1, the 186th Regiment had successfully taken control of Irahuan and Tagburos. In the following week, American forces would eliminate two or three heavily defended strongholds located ten miles north-northwest of Puerto Princesa, where the enemy garrison was ultimately defeated. The Palawan Force also conducted reconnaissance of several offshore islets, discovering no Japanese presence on some and swiftly clearing others. However, due to the poorly compacted soil, the new airfield on the island would not be operational until March 20, which was too late for any aircraft based in Palawan to assist with the Zamboanga landings. Consequently, on March 8, two reinforced companies from the 21st Regiment were flown to the airstrip at Dipolog, which had been secured by Colonel Hipolito Garma's guerrilla 105th Division. On the same day, sixteen Marine Corsairs arrived to provide air support for the invasion of Zamboanga, codenamed Operation Victor IV. For this operation, Doe assigned the remainder of his division, which was to be transported by Rear-Admiral Forrest Royal's Task Group 78.1. After three days of pre-assault bombardments and minesweeping, the convoy finally set sail southward and entered Basilan Strait from the west early on March 10. Troops from the 162nd Regiment landed almost without opposition around 09:15 near barrio San Mateo and quickly secured Wolfe Field, while the 163rd Regiment was also landing. Doe's two regiments then began to advance inland, facing minimal resistance as they established a night perimeter. With the Japanese having withdrawn, the 162nd and 163rd Regiments easily secured Zamboanga City, San Roque Airfield, and the rest of the coastal plain by dusk on March 11, with one company extending further to Caldera Bay to the west. To drive the Japanese forces from the elevated positions overlooking the airfield, Doe dispatched the 162nd Regiment towards Mount Capisan and the 163rd Regiment towards Mount Pulungbata. Additionally, the guerrilla 121st Regiment was tasked with blocking the east coast road in the Belong area. Supported by continuous artillery fire and close air support from Marine Corps planes, the two regiments of the 41st Division faced arduous tasks. General Hojo's troops held excellent defenses in depth across a front 5 miles wide, some portions of the line being 3 miles deep. All installations were protected by barbed wire; abandoned ground was thoroughly booby-trapped; mine fields, some of them of the remote-control type, abounded; and at least initially the 54th Independent Mixed Brigade had an ample supply of automatic weapons and mortars. While Japanese morale on the Zamboanga Peninsula was not on a par with that of 14th Area Army troops on Luzon, most of the 54th Independent Mixed Brigade and attached units had sufficient spirit to put up a strong fight as long as they held prepared positions, and Hojo was able to find men to conduct harassing counterattacks night after night. Finally, the terrain through which the 41st Division had to attack was rough and overgrown, giving way on the north to the rain forests of the partially unexplored mountain range forming the backbone of the Zamboanga Peninsula. Only poor trails existed in most of the area held by the Japanese, and the 41st Division had to limit its advance to the pace of bulldozers, which laboriously constructed supply and evacuation roads. Once the American troops entered the peninsula's foothills, tanks could not operate off the bulldozed roads. The next day, the 186th Regiment was deployed to relieve the fatigued 163rd Regiment on the eastern front. By the end of the month, it had expanded the front eastward and northward against diminishing resistance, ultimately forcing Hojo's forces to retreat into the rugged interior of the peninsula. For now, however, we will shift our focus from the Philippines to Burma to continue our coverage of the Chinese-British-Indian offensives. As we last observed, General Stopford's 33rd Corps was aggressively advancing into Mandalay against a weakened 15th Army, while General Cowan's 17th Indian Division had successfully captured Meiktila and was preparing to withstand the combined assaults of the 18th and 49th Divisions. Cowan's forces conducted a robust defense, managing to delay the arrival of the 49th Division until March 18 and successfully repelling General Naka's initial attacks on Meiktila's main airfield. Furthermore, with the reserve 5th Indian Division moving closer to the front in preparation for an advance towards Rangoon, General Slim decided to airlift the 9th Brigade to reinforce Cowan's troops, which landed on Meiktila's main airfield under enemy fire between March 15 and 17. Due to the slow progress on this front and General Katamura's preoccupation with the battles along the Irrawaddy, he was unable to manage the southern units simultaneously. Consequently, General Kimura decided to assign the 33rd Army to take over the fighting in Meiktila. General Honda promptly moved to Hlaingdet, where he was tasked with overseeing the 18th, 49th, and 53rd Divisions. On March 18, he ordered the 18th Division to secure the northern line of Meiktila and neutralize enemy airfields. He instructed the 49th Division to advance along the Pyawbwe-Meiktila road and directed the 53rd Division to regroup near Pyawbwe. However, on that same day, Cowan launched a counterattack by sending two tank-infantry columns to disrupt Japanese preparations along the Mahlaing road and in the villages of Kandaingbauk and Shawbyugan. They faced heavy resistance at Shawbyugan and ultimately had to withdraw. The relentless air assaults also compelled the Japanese to operate primarily at night, limiting their ability to respond with similar force to British offensives. On the night of March 20, Naka decided to initiate a significant attack on Meiktila's main airfield. However, with the 119th Regiment delayed at Shawbyugan, the 55th Regiment had to proceed alone, supported by some tanks, against the defenses of the 99th Brigade around Kyigon. Heavy artillery and mortar fire ultimately disrupted their assault. Meanwhile, as the 49th Division was consolidating its forces to the southeast, Cowan opted to send two tank-infantry columns to eliminate enemy concentrations at Nyaungbintha and Kinlu. Although the initial sweeps met little resistance, the 48th Brigade encountered strong Japanese positions at Shwepadaing on March 21. The next day, Cowan dispatched two tank-infantry columns to secure the Shwepadaing and Tamongan regions, but the British-Indian forces still struggled to eliminate the enemy defenders. That night, Lieutenant-General Takehara Saburo initiated his first significant assault, with the majority of the 106th Regiment targeting the defensive positions of the 48th Brigade in southeastern Meiktila. Despite the fierce and relentless attacks from the Japanese throughout the night, they were ultimately repelled by artillery and machine-gun fire, suffering heavy casualties. On March 23, Cowan sent another tank-infantry column to chase the retreating Japanese forces; however, the reformed 169th Regiment at Kinde successfully defended against this advance. Meanwhile, on the night of March 24, Naka launched another major offensive with the 55th and 119th Regiments, managing to capture Meiktila's main airfield. In response, Cowan quickly dispatched a tank-infantry column to clear the Mandalay road, successfully securing the area northeast of Kyigon by March 26. At this time, Honda had relocated his headquarters to Thazi to better coordinate the battle, although his troops had already suffered significant losses. For the next three days, Cowan's tanks and infantry continued to advance along the Mandalay road while the 63rd and 99th Brigades worked to eliminate Naka's artillery units south of Myindawgan Lake. By mid-March, Stopford's relentless pressure had forced the 31st and 33rd Divisions to retreat in chaos. On March 20, organized resistance in Mandalay was finally shattered as the 2nd British Division linked up with the 19th Indian Division. Consequently, the beleaguered Japanese units had no option but to withdraw in disarray towards the Shan Hills to the east. Following the collapse of the 15th Army front, the 33rd Army received orders on March 28 to hold its current positions only long enough to facilitate the withdrawal of the 15th Army. Consequently, while Cowan's units cleared the region north of Meiktila, Honda halted all offensive actions and promptly directed the 18th Division to secure the Thazi-Hlaingdet area. Additionally, the weakened 214th Regiment was tasked with moving to Yozon to support the withdrawal of the 33rd Division, while the 49th and 53rd Divisions were assigned to contain Meiktila to the south. As the battles for Mandalay and Meiktila unfolded, the reinforced 7th Indian Division at Nyaungu faced several intense assaults from General Yamamoto's 72nd Independent Mixed Brigade throughout March, ultimately advancing to Taungtha and clearing the route to Meiktila by the month's end. Meanwhile, in northern Burma, the 36th British Division advanced toward Mogok, which fell on March 19, while the 50th Chinese Division approached the Hsipaw area. Interestingly, the Japanese abandoned Hsipaw without resistance but launched a fierce counterattack between March 17 and 20. Ultimately, General Matsuyama had no option but to prepare for a withdrawal south toward Lawksawk and Laihka. At this stage, the 38th Chinese Division resumed its advance to Hsipaw; however, facing strong opposition along the route, they did not arrive until March 24, when the entire Burma Road was finally secured. General Sultan believed this was his final maneuver and recommended relocating the Chinese forces back to the Myitkyina area for air transport back to China, except for those needed to secure the Lashio-Hsipaw region. Additionally, the 36th Division continued its eastward push and eventually linked up with the 50th Division in the Kyaukme area by the end of the month before being reassigned to Slim's 14th Army. Looking south, the 74th Indian Brigade and West African forces advanced toward Kolan, while the 26th Indian Division established a new beachhead in the Letpan-Mae region. The 154th Regiment maintained its position near the Dalet River, preventing the remainder of the 82nd West African Division from joining the offensive. On March 23, General Miyazaki decided to launch an attack on Kolan. Although the assault achieved moderate success, Miyazaki soon recognized that he was outnumbered and opted to begin a final withdrawal toward the An Pass, completing this by the end of the month.   Meanwhile, on March 17, the 121st Regiment sent its 3rd Battalion to engage the enemy in the Sabyin area and hold their position along the Tanlwe River for as long as possible. Despite strong resistance from the Japanese, British-Indian forces managed to cross the Tanlwe by March 27 and successfully captured Hill 815 two days later. By March 30, the 22nd East African Brigade had also reached Letpan when High Command decided to relieve the units of the 26th Division and return them to India. In a related development, tensions were rising in French Indochina, where the local government refused to permit a Japanese defense of the colony. By early March, Japanese forces began redeploying around the main French garrison towns in Indochina. The Japanese envoy in Saigon Ambassador Shunichi Matsumoto declared to Governor Admiral Jean Decoux that since an Allied landing in Indochina was inevitable, Tokyo command wished to put into place a "common defence" of Indochina. Decoux however resisted stating that this would be a catalyst for an Allied invasion but suggested that Japanese control would be accepted if they actually invaded. This was not enough and Tsuchihashi accused Decoux of playing for time. On 9 March, after more stalling by Decoux, Tsuchihashi delivered an ultimatum for French troops to disarm. Decoux sent a messenger to Matsumoto urging further negotiations but the message arrived at the wrong building. Tsuchihashi, assuming that Decoux had rejected the ultimatum, immediately ordered commencement of the coup. The 11th R.I.C. (régiment d'infanterie coloniale) based at the Martin de Pallieres barracks in Saigon were surrounded and disarmed after their commanding officer, Lieutenant-Colonel Moreau, was arrested. In Hue there was sporadic fighting; the Garde Indochinoise, who provided security for the résident supérieur, fought for 19 hours against the Japanese before their barracks was overrun and destroyed. Three hundred men, one third of them French, managed to elude the Japanese and escape to the A Sầu Valley. However, over the next three days, they succumbed to hunger, disease and betrayals - many surrendered while others fought their way into Laos where only a handful survived. Meanwhile, General Eugène Mordant led opposition by the garrison of Hanoi for several hours but was forced to capitulate, with 292 dead on the French side and 212 Japanese. An attempt to disarm a Vietnamese garrison ended badly for the Japanese when 600 of them marched into Quảng Ngãi. The Vietnamese nationalists had been armed with automatic weapons supplied by the OSS parachuted nearby at Kontum. The Japanese had been led to believe that these men would readily defect but the Vietnamese ambushed the Japanese. Losing only three killed and seventeen wounded they inflicted 143 killed and another 205 wounded on the Japanese before they too were overcome. A much larger force of Japanese came the next day but they found the garrison empty. In Annam and Cochinchina only token resistance was offered and most garrisons, small as they were, surrendered. Further north the French had the sympathy of many indigenous peoples. Several hundred Laotians volunteered to be armed as guerrillas against the Japanese; French officers organized them into detachments but turned away those they did not have weapons for. In Haiphong the Japanese assaulted the Bouet barracks: headquarters of Colonel Henry Lapierre's 1st Tonkin Brigade. Using heavy mortar and machine gun fire, one position was taken after another before the barracks fell and Lapierre ordered a ceasefire. Lapierre refused to sign surrender messages for the remaining garrisons in the area. Codebooks had also been burnt which meant the Japanese then had to deal with the other garrisons by force. In Laos, Vientiane, Thakhek and Luang Prabang were taken by the Japanese without much resistance. In Cambodia the Japanese with 8,000 men seized Phnom Penh and all major towns in the same manner. All French personnel in the cities on both regions were either interned or in some cases executed. The Japanese strikes at the French in the Northern Frontier in general saw the heaviest fighting. One of the first places they needed to take and where they amassed the 22nd division was at Lang Son, a strategic fort near the Chinese border. The defences of Lang Son consisted of a series of fort complexes built by the French to defend against a Chinese invasion. The main fortress was the Fort Brière de l'Isle. Inside was a French garrison of nearly 4000 men, many of them Tonkinese, with units of the French Foreign Legion. Once the Japanese had cut off all communications to the forts they invited General Émile Lemonnier, the commander of the border region, to a banquet at the headquarters of the Japanese 22nd Division. Lemonnier declined to attend the event, but allowed some of his staff to go in his place. They were then taken prisoner and soon after the Japanese bombarded Fort Brière de l'Isle, attacking with infantry and tanks. The small forts outside had to defend themselves in isolation; they did so for a time, proving impenetrable, and the Japanese were repelled with some loss. They tried again the next day and succeeded in taking the outer positions. Finally, the main fortress of Brière de l'Isle was overrun after heavy fighting. Lemonnier was subsequently taken prisoner himself and ordered by a Japanese general to sign a document formally surrendering the forces under his command. Lemonnier refused to sign the documents. As a result, the Japanese took him outside where they forced him to dig a grave along with French Resident-superior (Résident-général) Camille Auphelle. Lemonnier again was ordered to sign the surrender documents and again refused. The Japanese subsequently beheaded him. The Japanese then machine-gunned some of the prisoners and either beheaded or bayoneted the wounded survivors. Lang Son experienced particularly intense fighting, with the 22nd Division relentlessly assaulting the 4,000-strong garrison for two days until the main fortress was captured. The Japanese then advanced further north to the border town of Dong Dang, which fell by March 15. The battle of Lạng Sơn cost the French heavy casualties and their force on the border was effectively destroyed. European losses were 544 killed, of which 387 had been executed after capture. In addition 1,832 Tonkinese colonial troops were killed (including 103 who were executed) while another 1,000 were taken prisoner. On 12 March planes of the US Fourteenth Air Force flying in support of the French, mistook a column of Tonkinese prisoners for Japanese and bombed and strafed them. Reportedly between 400 and 600 of the prisoners were killed or wounded.  Nonetheless, the coup was highly successful, with the Japanese subsequently encouraging declarations of independence from traditional rulers in various regions. On 11 March 1945, Emperor Bảo Đại was permitted to announce the Vietnamese "independence"; this declaration had been prepared by Yokoyama Seiko, Minister for Economic Affairs of the Japanese diplomatic mission in Indochina and later advisor to Bao Dai. Bảo Đại complied in Vietnam where they set up a puppet government headed by Tran Trong Kim and which collaborated with the Japanese. King Norodom Sihanouk also obeyed, but the Japanese did not trust the Francophile monarch. Nationalist leader Son Ngoc Thanh, who had been exiled in Japan and was considered a more trustworthy ally than Sihanouk, returned to Cambodia and became Minister of foreign affairs in May and then Prime Minister in August. In Laos however, King Sisavang Vong of Luang Phrabang, who favoured French rule, refused to declare independence, finding himself at odds with his Prime Minister, Prince Phetsarath Ratanavongsa, but eventually acceded on 8 April. I would like to take this time to remind you all that this podcast is only made possible through the efforts of Kings and Generals over at Youtube. Please go subscribe to Kings and Generals over at Youtube and to continue helping us produce this content please check out www.patreon.com/kingsandgenerals. If you are still hungry after that, give my personal channel a look over at The Pacific War Channel at Youtube, it would mean a lot to me. March 1945, saw US forces advance in Luzon, overcoming Japanese defenses through strategic maneuvers, while guerrilla activities intensified amid challenging terrain and heavy resistance. Meanwhile, in Burma, British-Indian forces advanced against Japanese troops, capturing key locations and in French Indochina the Japanese unleashed a brutal coup d'etat ushering in independence movements.

In this episode, we explore the evolving landscape of capital raising in the commercial real estate industry. Is traditional syndication still a viable method, or are investors gravitating toward new strategies? Join our expert panel as they discuss emerging trends, innovative funding approaches, and the role of technology in reshaping how deals are structured. Whether you're a seasoned investor or just curious about the state of real estate financing, this episode offers valuable insights and actionable takeaways. SummaryIn this episode of the RAISE Capital Legally podcast, hosts Krisha Young and attorney Kim Lisa Taylor interviewed Adrian Fajardo from Cashflow Portal to discuss the evolving landscape of capital raising in commercial real estate. Adrian, a senior account executive at Cashflow Portal, shared insights about the changing methods of capital raising, particularly in relation to syndication. He noted that while syndication is not dead, it has become more competitive, leading investors to explore alternative methods such as blind pool funds and series LLCs. Introduction to the Podcast and Guests (00:00:02)Krisha Young introduced the Raise Capital Legally podcast, co-hosting with attorney Kim Lisa Taylor. They welcomed Adrian Fajardo from Cashflow Portal to discuss capital raising trends in commercial real estate.Overview of Cashflow Portal and Adrian's Role (00:03:47)Adrian Fajardo introduced himself as the senior account executive for Cashflow Portal, managing $10 billion of equity across multiple asset classes. He explained his role in sales, marketing, and client support, emphasizing the platform's evolution and commitment to continuous improvement.Discussion on Syndication and Capital Raising Methods (00:06:42)Adrian discussed the changing landscape of syndication, explaining that while the method is still used, competition has increased. He emphasized that syndication is just one tool among many, with emerging alternatives like blind pool funds and customizable series LLCs gaining popularity.Technology's Role in Capital Raising (00:17:10)Adrian explained how technology platforms like Cashflow Portal enhance the investment process, providing security and efficiency. He emphasized the importance of creating a secure, user-friendly experience for both investors and operators.Emerging Trends in Asset Classes (00:21:44)The discussion covered various asset classes gaining popularity, including development projects, flex-use buildings, assisted living, and alternative investments like oil and gas. Adrian noted significant growth in oil and gas investments, particularly at industry events.Legal Considerations and Compliance (00:45:43)Kim Lisa Taylor provided insights on securities law compliance, discussing 506B and 506C offerings. She emphasized the importance of establishing pre-existing relationships with investors and maintaining proper documentation. Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

203: In this episode, I sit down with Hunter Thompson, a capital-raising expert who has raised over $100M in private equity. As the founder of RaisingCapital.com and the creator of RaiseFest, Hunter shares his proven strategies for attracting top-tier investors, leveraging systems, and scaling in the real estate world.(Show Notes: REtipster.com/203)We cover:Why capital raising is the ultimate superpower in real estate.The difference between 506B and 506C offerings.The art of using LinkedIn to find high-net-worth investors.How to manage stress and investor expectations when stakes are high.The risks and rewards of fund-of-funds investing.If you've ever wondered how to succeed at raising capital or wanted actionable tips for scaling your business, this episode is for you.

How can you transform a vacant big-box retail store into a profitable self-storage facility? Join us as we chat with Clint Harris, a general partner at Nomad Capital, who has mastered the art of converting underutilized spaces like old Kmarts and grocery stores into climate-controlled self-storage units. Clint shares his journey from traditional real estate ventures to this innovative niche, explaining the cost-effectiveness and efficiency of these conversions compared to new construction. You'll gain firsthand insights on revitalizing vacant properties and perhaps discover a new avenue for expanding your own real estate portfolio.We also dissect the world of real estate investing for retirement, exploring the critical differences between accredited and non-accredited investors. Even if you don't meet the SEC's financial criteria, there are still lucrative opportunities available through self-directed retirement accounts. We share personal stories of transitioning from traditional careers to full-time real estate investment, demonstrating how leveraging retirement funds into multifamily properties and Airbnbs can yield substantial returns. Along the way, we emphasize the importance of financial literacy and provide historical context on retirement savings plans like the 401k, debunking myths about the wealth required for these investments.In our deep dive into real estate syndication strategies, Clint elaborates on the nuances of 506B and 506C syndications, focusing on building trust and relationships with both accredited and non-accredited investors. We discuss the financial strategies involved, the tax advantages of accelerated depreciation, and the societal trends driving the adaptive reuse of retail spaces. Wrapping up on a personal note, Clint shares his family values, daily routines, and long-term real estate goals, emphasizing the importance of hard work, empathy, and gratitude. Tune in to learn how you can turn vacant spaces into valuable assets while instilling crucial life lessons in future generations. Thanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/ih3Ueq100CA Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   —     To learn more about how Vinney can help you, click here - https://linktr.ee/VinneySmileChopra   Smile Always and Be Happy!   —   FREEBIE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINAR: https://bit.ly/golden-opportunities-webinar-vinney-chopra     -----      

Nizan Mosery, a real estate investor, shares his journey and offers tips for both new and experienced investors. He emphasizes the importance of knowing your exit strategy before buying any property. Mosery's background and upbringing instilled in him the value of owning land and generating income from it. He started his real estate journey by flipping houses and gradually moved into multifamily and student housing. Mosery now offers a coaching and mentoring program to help new investors get started and experienced investors level up. In this conversation, Nizan Mosery discusses the different ways to raise capital for real estate investments, specifically focusing on the 506B and 506C offerings. He explains that the 506B offering requires a pre-existing relationship with investors, limiting the number of sophisticated investors to 35. On the other hand, the 506C offering allows for unlimited accredited investors and the ability to advertise the offering. He also discusses the importance of investing in class A properties, as they offer better value and higher resale value compared to older properties. He emphasizes the need to focus on the numbers and not get emotionally attached to a property. Mosery also highlights the importance of building a team with the right personalities rather than just focusing on skill sets. He concludes by sharing his coaching program and how it helps individuals break free and live life on their own terms. Takeaways • Know your exit strategy before buying any property. • Owning land free and clear is a valuable asset that can generate income. • Start with smaller real estate deals and gradually move up to larger ones. • Building a team and networking are crucial for success in real estate. • Coaching and mentoring programs can provide guidance and support for new investors • There are different types of investors, including sophisticated and accredited investors There are two main ways to raise capital for real estate investments: the 506B offering, which requires a pre-existing relationship with investors, and the 506C offering, which allows for unlimited accredited investors and the ability to advertise the offering. • Investing in class A properties can offer better value and higher resale value compared to older properties. • It is important to focus on the numbers and not get emotionally attached to a property. If the numbers don't work, it's best to walk away from the deal. • When building a team, it is important to consider the personalities of the individuals rather than just their skill sets. • Nizan Mosery offers a coaching program to help individuals break free and live life on their own terms. Sound Bites • Before buying any type of property, you need to know your exit strategy first. • Anyone who owns a piece of land free and clear is the richest person on the planet. • Having kids gave me a why, a motivation to succeed in real estate. • If I put a property on the contract today, or let's say I'm just setting out a letter of intent, and Kenner, and I just met you today, and you're either a sophisticated or accredited investor, and I'm doing a 506B, I can present the offering to you, but you cannot invest because we don't have a pre-existing relationship prior to this asset, right? • The 506C, you can have unlimited amounts of accredited investors and you can literally take your offering and put it on a billboard on the highway and advertise it. However, you can only accept accredited investors. • Now with the bigger projects, we're doing more on the 506Cs because we want to bring in those institutional equity groups that we just create relationships with now. If you have any questions in general you can reach our office at: VastSolutionsGroup.com Phone: 415-854-6512 Email: info@vastsolutionsgroup.com Monday-Thursday 8:00 AM – 5:00 PM (Pacific) Thank you for listening!

This week we welcome Lauren Greene as we break down the opening audience for the record-breaking Deadpool & Wolverine. With marketing recommendations and insights into audience frequency, demographics, and the download on the box office results, we're packed with insights on this episode of Behind the Screens. Topics and times: A Marvel-ous weekend - 1:00 Introducing Lauren Greene - 2:10 Deadpool & Wolverine comp titles and frequency insights - 2:50 Marketing to Infrequents - 4:18 Deadpool & Wolverine screen format analysis - 8:05 How to market from a male-skewed audience - 10:50 The viruous cycle for Twisters with Deadpool & Wolverine - 15:48 Any impact from the Olympics? - 18:13 A spot-on forecast for Deadpool & Wolverine - 19:49 Deadpool & Wolverine box office breakdown and records - 20:49 Box office roundup - 26:12 Next week - 29:40 Find us at https://www.linkedin.com/company/vista-group-limited/, and follow lifeatvistagroup on Instagram Box Office Overview: Deadpool & Wolverine broke multiple records as it made the biggest domestic debut of the year with $211M and $233.3M internationally for a global total of $444M. Twisters maintained solid holds both domestically and internationally with $35.3M in the domestic market and $11M internationally, for a global total now of $221M Inside Out 2 has now passed $1.5B globally, sitting at $1.506B, which has made it the highest grossing animated film of all time.

Embark on a picturesque journey through the heart of Tennessee with me, Dwan Bent-Twyford, and my esteemed guest, Matt Fore of Next Level Income, as we intertwine the allure of the Volunteer State with the intricate world of real estate investing. This episode is a treasure trove of insider knowledge, from unearthing the potential of self-directed retirement funds in real estate syndication to sharing the vibrant life lessons learned from investing in a small town during a global crisis. As you revel in our shared experiences, you'll find Matt's expertise in syndication and my insights on the importance of educational transparency both enlightening and actionable.Get ready to be moved by the power of aspirations and the importance of community, both in real estate and beyond. Beyond the financial discussions, we indulge in heartwarming tales, like the story of my first concert and ambitious endeavors, such as running seven marathons across seven continents. This narrative is about more than investment strategies; it's about the passion that drives us and the dreams that propel us forward. We celebrate the entrepreneurial spirit that can transform a locality, as my husband and I did in Clinton, Iowa, taking advantage of an Opportunity Zone during uncertain times and igniting a business boom that reshaped a community.Concluding with a reflective note, we dive into the art of curiosity and the unexpected insights that arise from asking for just one word from our peers. As we ponder the value of time and extend our gratitude to you, our listeners, for sharing yours with us, we invite you to engage with us further and stay tuned for revelations and truths in episodes to come. This conversation isn't just about real estate—it's a mosaic of life experiences, a testament to the entrepreneurial journey, and an inspiration for anyone looking to leave their mark on the world, one investment or marathon at a time. Thanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

Welcome back to The Richer Geek Podcast! Today we're joined by Taylor Loht, a real estate investor and host of the "Passive Wealth Strategy" podcast. Taylor specializes in multifamily and self-storage properties across markets like Dallas, Houston, and Atlanta. Through syndication, he raises capital for strategic property acquisitions, emphasizing value-add strategies to boost net operating income and property value.   In this episode, we're discussing… Taylor's Background Graduated from college and initially moved into stock market investing, inspired by "The Intelligent Investor" by Benjamin Graham. Shifted focus to real estate after recognizing the potential in property ownership. Lessons from Taylor's First Syndication Invested passively in two C class apartment complexes. Faced challenges with property manager mismanagement and legal disputes. Shift to Multifamily and Self Storage Transitioned from C class to B class multifamily properties due to unexpected expenses in older properties. Self Storage Investment Seized opportunities to acquire and modernize facilities previously owned by older generation "mom and pops." Key Terminology in Passive Investing LP (Limited Partner): Passive investor with limited involvement and risk. GP (General Partner): Active operator responsible for sourcing and managing deals. 506B vs 506C: Different SEC exemptions with distinct rules on advertising and investor qualifications. Preferred Return: The initial return distributed to LPs before profit sharing. Profit Split: Typically a 70/30 or 80/20 split between LPs and GPs after preferred return.   Resources from Taylor: Instagram | Passive Wealth Strategy | NT Capital | Invest With Taylor   Resources from Mike and Nichole: Gateway Private Equity Group | REI Words | Nic's guide

Decoding Investment Strategies for Non-Accredited and Accredited InvestorsThis detailed dialogue covers a broad range of investment topics, focusing on the transition from non-accredited to accredited investor status. It discusses inflation rates, Fed's targets, real estate investments, market corrections, investment opportunities in various sectors like retail, and strategies for both seasoned and new investors. It addresses the challenges and misconceptions around investing in syndicated deals, highlighting the differences between 506B and 506C offerings and how non-accredited investors can navigate these opportunities. Additionally, it touches on the significance of building a strong investor network, proper asset diversification, the impact of mental health on financial decisions, and the potential of venture capital investments for higher net worth individuals. Key advice includes the importance of patience in wealth building and strategic moves for investors at different stages of their financial journey.07:04 Diving Into Infinite Banking: Loans and Taxes12:16 Navigating Capital Gains on Inherited Property 17:09 Maximizing Tax Benefits from Your Principal Residence27:48 Analyzing Property Tax Implications and Investment Decisions41:52 Commercial Real Estate: Opportunities Amidst Challenges48:09 Venture Capital: A New Frontier for Investors51:26 Investment Strategies Across Different Life Stages57:47 Understanding Legal Entities and Tax Considerations in Investments Hosted on Acast. See acast.com/privacy for more information.

EPISODE SUMMARY: Join Dr. Jason Ballara and Rachel McFarlane, our investor relations guru, on a special live event episode, where they join forces to demystify the complex world of real estate syndication. They don't just skim the surface; they drill down into the pivotal roles of general and limited partners and unveil the legal scaffolding that underpins these investments. If you're ready to scale the heights of multifamily real estate or simply looking to understand what sets it apart from personal property management, this episode holds the blueprint to your ambitions. Navigating the rapids of residential versus commercial multifamily lending, we cast a line into the murky waters of financing. While discussing how a few units can shift a property's classification, we float the benefits of owner-occupied loans and weigh anchor on the financial resilience of real estate. Whether you're considering dipping your toes into larger multifamily properties or just want to anchor down your knowledge of interest rates and self-directed IRAs, our candid conversation sets sail to chart these territories for you. Steering through the regulatory currents, we reflect on the buoyancy of real estate investments amidst market fluctuations and explore the harbors of opportunity zones. With a keen eye on the lighthouse of SEC compliance, we guide you through the legal landscape of Regulation A offerings and the intricacies of 506B and 506C exemptions. While at the helm, Dr. Ballara also signals a course towards the newly unveiled LarkCapital.com and the rich repository of resources it offers to navigate your investment journey. Join us, as we share the collective 'why' that propels us and our esteemed guests forward in the dynamic seas of real estate investing. Special Mention to Song Saney, executive assistant of Dr.Jason Ballara. EPISODE CHAPTERS: (0:00:00) - Understanding Syndication in Real Estate Investing Real estate syndication structure, roles of active and passive partners, accessibility of commercial properties, and dispelling misconceptions for investors. (0:10:35) - Residential vs Commercial Multifamily Lending Multifamily real estate includes properties with 5+ units, with different financing options and benefits for larger properties. (0:26:00) - Real Estate Investments & SEC Regulations Real estate resilience, interest rates, self-directed IRAs, opportunity zones, SEC regulations, Private Placement Memorandum, and government incentives. (0:37:59) - Real Estate Investing Regulations and Interactions Regulation A offerings, 506B and 506C exemptions, accredited investor qualifications, marketing restrictions, and real estate accessibility. (0:53:36) - Updated Website and Podcast With Dr. Ballara Revamped LarkCapital.com offers blog, podcast, deal room, social media connections, and inspiring interviews on Know Your Why podcast. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

Welcome back to another episode of your daily real estate syndication show. I'm your host, Whitney Sewell, and today we had the pleasure of catching up with Devin Elder, a respected figure in the real estate space. It's been a couple of years since our last conversation, and there's a lot to catch up on.Devin shared an overview of his business, DJE, which has a significant presence in the Texas real estate market, primarily focusing on multifamily properties. Despite the challenges posed by the current economic climate, DJE has been actively pursuing acquisitions, including a 300-unit deal closing this week. Devin emphasized the importance of finding good basis deals and adapting to the high-interest-rate environment.We discussed the necessity of being creative in times when traditional multifamily deals are scarce. Devin highlighted their pivot into land deals, which has proven to be a lucrative and enjoyable venture. By subdividing larger tracts of land and offering them to a different buyer pool, they've been able to maintain deal flow and provide investors with consistent opportunities.Devin also touched on the structure of these land deals, explaining that they are set up as 506B debt offerings, allowing investors to earn a fixed return. This approach has been beneficial for both the company and the investors, offering flexibility and a variety of investment options.The conversation also covered the importance of building and maintaining investor relationships, with referrals being the primary source of new investors. Devin shared insights into their marketing strategies and the value of having regular conversations with potential investors.Lastly, we delved into DJE's debt fund, which provides additional flexibility for the company to execute deals across various asset classes. Devin outlined the fund's structure and the goal of keeping it sufficiently deployed to meet investor expectations.For those interested in learning more about Devin and DJE's strategies, visit djetexas.com. And don't forget to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. Join us again tomorrow for more insights into the world of real estate syndication.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

This is a special edition of REady2Scale, featuring Ellie's presentation from her recent speaking engagement at FinCon2023. Discover the art of shifting focus from busyness to productivity. From delegating tasks to training others, this episode reveals the keys to freeing up time and energy for high-impact endeavors that will allow you to scale your business effectively and efficiently. Gain insights into creating a game-changing document – the "Continue, Stop, and Start" guide. It's a revolutionary tool that helps identify tasks that truly move the needle. By optimizing time and effort, you pave the way for exponential growth. Scaling isn't just a haphazard journey; it's a strategic process. Listen in to understand the significance of having a clear vision, reverse-engineering goals, and communicating this vision effectively to the team. Tune in as Ellie shares her personal experiences, from overcoming obstacles to attracting investors, emphasizing the importance of connections and unique selling propositions. It's not just about numbers; it's about people and innovation! Key Takeaways: Combat Burnout: Founders often succumb to 'busyness.' Learn to delegate, focus on impactful tasks, and skip excessive work that doesn't move the needle. Clarify Your Purpose: Defining your 'why' is vital. It fuels motivation and prevents burnout during challenging times. Strategic Planning: Detailed planning is crucial. Reverse-engineer your goals, conduct market research, and create a comprehensive business plan for investor appeal. Forge Authentic Connections: Investors invest in people. Building authentic connections and sharing your story are more impactful than just presenting numbers. Evaluate Investment Models: Understand the differences between various investment models (506B vs. 506C) and choose the best fit for your business's long-term growth. Calculated Risk-Taking: Scaling requires calculated risks. Assess risks, plan strategically, and choose the path that aligns best with your vision. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. #BusinessGrowth #ScaleSmart #EntrepreneurshipInsights #PodcastWisdom #StrategicPlanning #EffectiveScaling#ScalingStrategies #EntrepreneurialTips #BlueLakeCapital #BusinessScaling #EntrepreneurMindset #StartupStrategy #ProductivityHacks #LeadershipInsights #FounderAdvice #BusinessPlanning #GrowthStrategies #ScaleUpSuccess #SmallBusinessTips #BusinessVision #SuccessMindset #LeadershipDevelopment #EntrepreneurialJourney #BusinessGrowthHacks Learn more about your ad choices. Visit megaphone.fm/adchoices

In this highlight episode, Kenneth Kastner shares his expertise in offshore US real estate investment. He covers potential challenges and technicalities that international investors face. Important topics include the need for ITIN and LLC, risk of dual taxation, and complexities of obtaining a bank account.Understanding tax implications when partnering with foreign investors is crucial. Kenneth explains the need to withhold taxes, the FERPTA legislation, and how to calculate the quarterly withholding estimate for the IRS. The takeaway? It's vital to have a tax professional on your team.Brian Martinez, another real estate expert, joins us. He discusses tax consequences of investing with an IRA and distinguishes between 506C and 506B. He also highlights prohibited transactions in IRA investments, focusing on disqualified parties and non-permissible investments.The episode concludes with a look at tax-free retirement strategies and wealth accumulation through retirement accounts. Ready to dive into the world of real estate? Don't miss the full episodes. Click the links below to tune in. Your future self will thank you!917https://lifebridgecapital.com/2021/04/25/ws917-ideal-strategy-for-tax-free-wealth-with-brian-martinez/921https://lifebridgecapital.com/2021/04/29/ws921-navigating-the-us-tax-world-for-foreign-investors-with-kenneth-kastner/VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Curious about the impact of 506B and 506C exemptions on your real estate syndication? Join us as we delve into an enlightening conversation with Mauricio Rauld, a real estate expert. He offers essential insights into the recent changes in these exemptions and how to harness them for your benefit. Explore the transition process from 506B to 506C with Mauricio , a move that opens up new avenues for advertising your offerings - a game-changer for operators.Our discussion deepens as we explore the critical role of decision-making around 506B and 506C exemptions. Mauricio underscores the importance of third-party verification for accredited investors, cautioning against the pitfalls of unreliable CPA letters. Transparency takes center stage in our chat, highlighting its significance in investor information disclosure. We also demystify the complexities of structuring two distinct funds linked through varied classes.In the concluding part of our talk, Mauricio shares his wisdom, advising on treating separate offerings as entirely independent to avoid fund co-mingling. His mantra for success? Begin early and maintain discipline. As a bonus, Mauricio invites you to his weekly live sessions, a platform where he disseminates knowledge to the real estate community. Harness the power of the Real Estate Syndication Show to boost your real estate wealth. Embark on this exciting journey with us at LiveBridgeCapital.com!Click the links below to listen to full episodes and gain invaluable insights from industry experts. Don't miss out on the opportunity to boost your knowledge and elevate your real estate journey. Start listening now!https://lifebridgecapital.com/2022/04/15/ws1272-the-current-legal-landscape-for-re-syndicators-pt-1/https://lifebridgecapital.com/2022/04/18/ws1275-the-current-legal-landscape-for-re-syndicators-pt-2/VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Bling-bling lifestyle or frugal Franny? What kind of habits should Real Estate Investors have? Check out most Instagram feeds of popular investors and you could think it pays to live ostentateously!   Dan Fradenburg, Canadian investor and tech-wizard, isn't so sure.  In this episode he shares his awe-inspiring life journey and spills the beans on how he conquered challenges with professionals and legal matters like a true champ!    Dan also takes us through his involvement in a commercial real estate syndication, unveiling the challenges of compliance in capital raising. Terrie and Dan shine the spotlight on earning a sponsor's trust, focusing on cash-flow positive investments, and acknowledging the industry's competitiveness.    Get ready for a masterclass in real estate wisdom!   What we learned from Dan Fradenburgh and Terrie Schauer in this episode:   - How to Seize Opportunities Regardless of The Situation - The Power of Adaptability and Resilience in Real Estate - Flexibility in Career Path - Why You Should Avoid Flashy Behavior - The Power of One's Experience (... and why it is the best teacher) - Appreciate the Power of Podcasts and How they Can Grow Your Brand/Business to the Next Level   Notable Words From The Episode:    If you want to earn a sponsor's trust, you have to show that you don't have any expensive habits and you're not going to get in trouble with the law. - Dan Fradenburgh    Americans all have podcasts, or else someone in their organization has a podcast because they realized that that's just such an important part of this piece of the puzzle, as far as generating content and visibility and like making connections. - Terrie Schauer   Timestamp:   [00:00] Podcast intro [01:14] Dan shares his journey through life that led him to become a real estate investor.  [3:32] Dan talks about his working experience and how he overcame challenges with professionals and legal issues. [7:36] Dan discussed his involvement in a commercial real estate syndication and the challenges of compliance in capital raising. [10:15] Dan discusses his podcasting experience and how he strategically use it to build relationships in the commercial real estate industry. [16:29] Terrie praises Dan's clever approach of using podcasts to generate content, visibility, and meaningful connections in the real estate industry. [18:25] Dan highlights the importance of easy access to information on DanDoesDeals.com, specifically designed for newcomers in commercial investment to quickly understand the subject. [20:49] Dan explains how 506B.me platform helps investors document relationships for compliance and transparency in syndication.  [24:32] Dan emphasizes trust-building with deal sponsors, warning against flashy displays in real estate to protect investors and residents. [23:12] Terrie and Dan stress earning a sponsor's trust, avoiding flashiness, focusing on cash-flow positive investments, and acknowledging the industry's competitiveness. [31:04] How to connect with Dan [31:49] Podcast outro   Connect with Dan Fradenburgh here:    Website: DanDoesDeals.com Linked in: https://www.linkedin.com/in/dan-fradenburgh/   Connect with Us:   Facebook Page: https://www.facebook.com/restateinvestorsclub/  Email: reic@clubimmobilier.ca  Terrie Schauer's LinkedIn: https://www.linkedin.com/in/terrieschauer/  Terrie Schauer's Instagram: https://www.instagram.com/terrieschauer/ 

Today on Passive Income Pilots is Tait & Ryan's one-on-one episode.Tait and Ryan break down SEC rules and the distinctions between 506B and 506C offerings. They lay out the qualifications needed to be an accredited investor and delve into the impact of the JOBS Act in 2012. They share the process of investor accreditation, from proving your accredited status to the operator to leveraging a third-party verification company, and the role professionals like attorneys, CPAs, or financial advisors play in validating it. Enjoy the show!Show notes:[2:46] History of the regulation[4:20] The JOBS Act[5:22] Accredited investor[9:15] Proving your accreditation[12:47] What needs to be done if you're not accredited[19:21] Your information is kept confidential[21:01] OutroJoin the Facebook group: https://www.facebook.com/groups/passivepilots Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing....

Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity.   Travis Smith is a grateful husband, father, entrepreneur, fintech guru, and passive investor in real estate.  He is the Founder and CEO of Tribevest, which has built out the banking and collaborative infrastructure of the private investing world.  Tribevest's transparent technology has made it easy and safe to invest as a group and do deals together in as little as 48 hours.   Travis is part of the movement and one of the millions of conventional Wall Street investors breaking through the financial and societal barriers preventing most Americans from gaining access to the best real estate equity deals.  Travis won't stop until every single deal on and off the internet is an opportunity for a multi-player experience. He is building Tribevest, so you don't always have to go it alone. 3:00-  Group Investing | Leveraging efficiencies in TribeVest 5:20- TribeVest's app 8:40- The other application - limited partners investing in syndication 16:00 506B and 506C 19:30 A possibility that non-accredited investors can take a certain test and become accredited 22:00 How he started?  25:00 How TribeVest is using communities 27:30 Odd things that people are using TribeVest to go to 33:00 The future of TribeVEst 35:00 Takeaway from Travis   Connect with Travis: Website: www.tribevest.com LinkedInTravis Smith   Connect with Farmers Capital Group:   https://farmerscapitalgroup.com/ Invest with us: https://farmerscapitalgroup.com/join/ LinkedIn: https://www.linkedin.com YouTube: https://www.youtube.com

William Holland is the CEO and founder of Bigger Picture Holdings LLC, a real estate investment company in Dallas, Texas, specializing in value-add multifamily properties. He has extensive experience in construction planning and management, having previously worked for Balfour Beatty and Infinity MEP Consultants. William is an active member of TREC, a significant real estate organization in Texas, and RaiseMasters, a mastermind group for capital raisers. He collaborates with experienced multi-family operators to achieve long-term success. With a degree in mechanical engineering from Texas A&M University, William enjoys basketball, cycling, camping, and serving at church. He considers his relationship with Jesus as the most critical aspect of his life and strives to glorify God in all his endeavors.   Are you interested in raising capital for your real estate ventures? Join us on Real Estate Investing Rocks as we explore the world of real estate investing and the challenges and regulations surrounding raising capital from non-accredited investors. Discover the difference between accredited and non-accredited investors and the strategies for raising capital, including the 506B offering. We'll also discuss potential issues when transitioning from a 506B to a 506C offering and the importance of building relationships with investors. Don't miss out on this insightful conversation on raising capital in real estate!     [00:01 - 12:04] Navigating the World of Accredited and Non-Accredited Investors Sophisticated investors need education on investments before investing Legal strategy of starting with 506(b) and switching to 506(c) to raise more capital Backfilling is a common practice in raising capital for deals   [12:05 - 18:01] Navigating Investment Scenarios in 506 Offerings Potential timing issue for investors with a large amount of money in the summer Ability to transition from 506(b) to 506(c) at any time Importance of creating scarcity and urgency in capital raises   [18:02 - 23:25] Closing Segment Flexibility in minimum investment amounts and building relationships with investors Listeners can visit biggerpictureholdings.com and themoneytreerealestateinvestorpodcast.buzzsprout.com to learn more about William and his work     Tweetable Quotes: “That is one risk of investing in real estate syndications, is that your money is illiquid for a specified period of time.” – William Holland    “I wanna only promote and sell things that I know can be beneficial to other people.” – William Holland    You can connect with William Holland through his: Email: biggerpictureholdings@gmail.com Social Media: LinkedIn   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

ABOUT GENE TROWBRIDGEAs a Founding Partner of Trowbridge Law Group LLP, Gene's law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 625 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D.As a former Syndicator, who for ten years raised investor capital through the broker-dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It's a Whole New Business!” is really a “how-to manual” on real estate syndication.   THIS TOPIC IN A NUTSHELL: Gene's career background Getting into law school Learning about Syndication laws and how they evolvedDeals they've doneWhat to do if the Sponsor/Manager dies?Syndication definedDifference between 506B vs 506C regulation Joint venture vs SyndicationRequirements to change Joint venture into securityGeneral requirements that syndicators should deliver to passive investorsLenders' role in the SyndicationAre we required to give the investors an executed operating agreement?What is required for Syndicators? Documents that we need to send to investorsWhat is a springing member? PPM that will not qualify for the 1031 exchangeTenant in commonRaising capital and audit of General PartnersFund-to-fund model for raising capitalWhat is a Blind pool Investment?Limited partnership and General partnershipBest practices for Fundraising Advice to his 25-year-old selfHis First Entrepreneurial endeavorFormal and Informal training that shaped his journeyHis biggest mistake and what he learned from it Connect with Gene     KEY QUOTE:“The Manager is not supposed to commit fraud. Intentional fraud is a misrepresentation. Telling investors that everything is ok when it's not, that's really the requirement for Syndicators. “ SUMMARY OF BUSINESS:Trowbridge Law Group - We are a team of experienced attorneys and dedicated support staff focused on ensuring our clients' compliance with SEC and States securities laws.We are committed to enabling our clients to raise funds for their investment opportunities and syndications with confidence. We take pride that our documents are custom crafted for our client's needs, ensuring the highest level of quality and compliance. Collectively, we are one of the most experienced syndications law team in the country.  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.      #realestateinvesting #passiveincome #REinvesting #cashflow #SyndicationAttorneys #Sponsors #Operators #Syndicators #SecurityLaws #GeneralPartners #LimitedPartners #OperatingAgreement#LLC #506B #PrivatePlacementMemorandum #PPM #SubscriptionAgreement #FundRaising #RaisingCapital #506C #SpringingMember #TenantInCommon #BlindPoolInvestments #JointVenture #Syndication #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork  CONNECT WITH GENE TROWBRIDGE: Phone: 949-855-8399 Website: https://trowbridgelawgroup.com/LinkedIn: https://www.linkedin.com/company/trowbridge-law-group-llp/Facebook: https://www.facebook.com/trowbridgelawgroupYouTube: https://www.youtube.com/trowbridgelawInstagram: https://www.instagram.com/trowbridgelawgroup/       CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/         For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties      Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

ABOUT NOAH ROSENFARBNoah Rosenfarb is a 3rd generation CPA that built Freedom Family Office to help entrepreneurs produce predictable income, create their ideal life and build their legacy. He has written four books, took a company he founded public, sold eight companies, and completed over 45 real estate investments.  Noah lives in Parkland, Florida with his wife, Amanda, and their two kids. He's passionate about travel and is fortunate to have visited 70 countries on 5 continents.  As a lifelong learner, Noah is an active member of EO South Florida, YPO Global One, Strategic Coach, and Long Angle.   THIS TOPIC IN A NUTSHELL:Noah's career background and business Private equity fundBusiness built and he had taken into public How he got into real estate Progression to growing into larger deals What is a Family Office? Noah's definition of success Low-hanging fruit to achieve financial freedom The process and timeline for dealing with clients Funds vs. Single SyndicationPros and Cons of investing in a Fund vs SyndicationsHis experience in raising capital through fundsOnline platform used for projectWhat are 506B and 506C deals?Time spent looking at deals and Creating contentRoll Over Business Startup Tax invention and structure used in Puerto Rico Key components needed to take advantage of tax incomeFund managementTarget deals they are looking into and deal sizeAdvice to his 25-year-old selfFirst Entrepreneurial EndeavorFormal and Informal training that shaped his journeyBiggest mistake and what he learned from itConnect with Noah    KEY QUOTE: “The reason why investors prefer the fund is because raising capital is time-consuming. So, if you have committed capital, you don't need to worry about raising capital when you find a deal, you have a certainty of execution, and you know that money is gonna come in. You don't have to go back every single time you find something to buy.”SUMMARY OF BUSINESS:Freedom Family Office - Our boutique Registered Investment Advisory (RIA) firm operates as a multi-family office. We advise your family as if it were our family. Our ideal client has built a successful company, accumulated an eight-figure net worth, and wanted to run their money like they run their business - with a clear sense of direction and strong control over performance. ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.          #realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #RaisingCapital #SyndicationFunds #TaxStrategy #TaxInvention #506B #506C #rolloverbusinessstartup #syndicators #singlesyndication #401k #fundmanager #highnetworth #familyoffice #RichBeyondMoney #entrepreneurs #CPA #thirdgenerationCPA #valueadd  #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork      CONNECT WITH NOAH ROSENFARB: Website: https://freedomfamilyoffice.com/LinkedIn: https://www.linkedin.com/in/noahrosenfarb/Facebook: https://www.facebook.com/freedomfamilyofficeFREE RESOURCES:www.FreedomTaxStrategy.com – 23 over-looked tax strategies for entrepreneurs www.DecidedToSell.com – A short guide for entrepreneurs that are ready to sell their company www.TalkAboutRE.com – How My Family Generates Infinite Returns in Real Estate www.RichBeyondMoney.com – Exercises to help entrepreneurs focus on their definition of success     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/         For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties      Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?Dani flew to Arizona on Thursday. Dani's mom was out of the hospital on Friday. She is now doing exercises and is getting stronger everyday. Physical therapy has started so we're hoping to get surgery scheduled soon.Adjusting our schedules and trying to figure out how to sync our meetings.Flip is in Florida having a great time with the doggiesAnnual Team Retreat - They did a lot of team bonding activities with a lot of company bonding activities and company growth activities. So everybody had a lot of fun.Deal updates - Our North Carolina deal is progressing well, final wires are coming in for closing, lenders doing their final underwriting, we hope to close that soon. It's scheduled to close towards the end of December, but we're hoping to close sooner and it always feels funny talking about this "secret deal" that we can't give you a ton of details. And we vaguely say anything about it at all but you guys will hear more about it, probably in the new year, we might do a podcast episode about 2022, and review and things like that.Podcast updates for 2023 - We decided to go ahead and start a weekly podcast in 2023, we also decided that we are going to start bringing on guests. So this will be the very first time that we bring on guests to any podcasts that we've ever done.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageswww.facebook.com/Flipsterwww.facebook.com/dani.lynn.robisonLinkedIn personal pageswww.linkedin.com/in/fliprobisonwww.linkedin.com/in/danilynnrobisonInstagram personal pageswww.instagram.com/fliprobisonwww.instagram.com/danilynn23TikTok  personal pageswww.tiktok.com/@danilynnrobisonwww.tiktok.com/@fliprobison

506C, 506B, Reg A, Reg D – what do all these terms mean?  Why can I invest in some syndications but not others?  Why can some advertise on every social media platform out there but others are FORBIDDEN to advertise?Our guest today is Mauricio Rauld, founder and CEO of Premier Law Group and one of the nation's leading real estate syndication attorneys.  Whether you have questions on raising money, starting a fund or want to know what questions to ASK a syndicator, Mauricio is one of the few lawyers that actually speaks English!

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?Dani is flying today to Arizona to visit her mom since she was hospitalized but is getting better. Planning to spend a month there, staying through her mother's 80th birthday and coming back on January 5th.Flip got a stomach virus but the silver lining was losing the weight that was gained during the Cancun trip.A couple days ago, we dropped off Rosie, our English Bulldog with a trainer.Deal UpdatesOur partner on our North Carolina deal that we're working on called us yesterday and the bank has finished all of their inspections that they need in order to finish underwriting on the deal, and then move forward so that we can close.During the process of this deal we've over-raised, we've oversubscribed, and that happened within a week, we had more than we needed for this deal since we have a great investor base. It was really fantastic!The potential deals, we got an update two days ago that there's two other people that are interested in us being a part of their deals as well. So we're looking into them preliminarily to see if it's something we want to move forward on.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

In this episode, we feature Kyle Swafford for his extensive background and expertise on the legal structure of syndication, joint ventures, securities, and the concept of 506B and 506C syndications. If you want to determine which strategy is perfect for you, hear it first from this conversation!KEY TAKEAWAYSThe importance of security in real estate syndicationWhat is a joint venture in real estate investing?506B vs. 506C SyndicationHow to create a substantial relationship with your investors?The value of choosing investment partners that you can trustRESOURCE/LINK MENTIONEDjulie@julieholly.comABOUT KYLE SWAFFORD Kyle Swafford is a native of Cleveland, Mississippi, and joins Robinson Franzman, hailing various experiences in tax law, ranging from state to international tax. He is a member of the firm's corporate and commercial real estate practice groups. He represents clients in a wide range of corporate and real estate matters, such as real estate syndication, tax implications for real estate funds and investors, joint ventures, and commercial lending. Before joining the firm, Kyle was an International Tax Consultant II for Deloitte Tax in their International Tax Division. Kyle also has several years of experience with the Georgia Department of Revenue and the Internal Revenue Service in various taxation matters. Kyle lives with his wife in West Midtown with their beautiful Blue Merle Australian Shepherd named “Sadie.”CONNECT WITH KYLELinkedIn: Kyle SwaffordEmail: kyle@rfllplaw.comOffice Number: (404) 255-2503To find out more about partnering or investing in a multifamily deal, schedule a call here: https://calendly.com/threekeysinvestments/get-acquainted-callVisit ThreeKeysInvestments.com to download a free e-book “Why Invest in Apartments”!Looking to reduce your taxes so you can build wealth? Mode Wealth is a boutique financial firm helping real estate professionals, investors and entrepreneurs ethically and morally optimize their tax strategy to reduce their tax liability. Learn more and schedule a FREE consultation today! https://modewealth.com/Looking for an affordable healthcare solution? Check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IPlease RSS: Review, Subscribe, Share!Support the show (and my reading addiction)!https://www.buymeacoffee.com/AskMeHowIKnow

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  www.facebook.com/groups/freedomthroughpassiveincomewww.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?1. Marketing Team - We officially engaged with another marketing team, and then also a company that will help handle some of our business consultations, tax and legal where we have a team that we can go to anytime.2. Webinar - We did our very first webinar for a secret deal. Phase 1: You have to be in our investor club to even learn about this at all and anybody who's in an existing deal, they have the highest priority.Phase 2: After having your strategy call with CJ or Ben then you'll be on a waiting list and we're gonna go to you next so that you can jump in.Phase 3: If there's room still arrays in this deal, then we're going to send it out to the rest of our investor club, that's not public, because they're in the club, they have to have a strategy session and talk to us, we have to have a substantive relationship with them. And that's going to be the three ways we probably go forward on future deals.3. Health journey - We successfully did our 5 day fast. Then we weighed ourselves two days later and we weighed the same. This was actually the very first work week that we have so much energy that we're getting up and wanting to go workout straight away.4. Cancun Trip - 11 days from now we will be in sunny Cancun. But we're still pretty excited about it because it's a vacation. It's an all inclusive resort and we've been there many times. And Flip actually gets to go golfing.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.www.facebook.com/groups/freedomthroughpassiveincomewww.linkedin.com/groups/14048250www.FreedomCapitalInvestments.com————————————————————————————Connect with us here:FB personal pageswww.facebook.com/Flipsterwww.facebook.com/dani.lynn.robisonLinkedIn personal pageswww.linkedin.com/in/fliprobisonwww.linkedin.com/in/danilynnrobisonInstagram personal pageswww.instagram.com/fliprobisonwww.instagram.com/danilynn23TikTok  personal pageswww.tiktok.com/@danilynnrobisonwww.tiktok.com/@fliprobison

Nii brings back Dr. Ronnie Shalev to share her story of how she transitioned from a burned-out ER physician to a financially free real estate syndication investor. In this episode Dr. Shalev covers the gamut of real estate investment opportunities available to busy professionals, highlighting the benefits of syndication investment.Things to expect in this episode:Vetting a sponsorBest metrics to determine the best syndication dealsShould sponsors have money in the investment?506B (relational) and 506C (accredited investor) dealsReturn on investment timelines and liabilitiesFREE WEBINAR ON SYNDICATIONS!!! - CLICK HEREGuest Contact Information:Website: www.shalwinproperties.comEmail: ronnie@shalwinproperties.comInstagramFacebookFILL OUT THE DOCS OUTSIDE THE BOX PODCAST SURVEY (in partnership w INCROWD)WATCH THIS EPISODE ON YOUTUBE!Join our communityText word PODCAST to 833-230-2860 Twitter: @drniidarkoInstagram: @drniidarkoEmail: team@drniidarko.comPodcasting Course: www.docswhopodcast.comMerch: https://docs-outside-the-box.creator-spring.comThis episode is edited by: Your Podcast PalThis episode is sponsored by Set For Life Insurance. What the Darkos use for great disability insurance at a low cost!! Check them out at www.setforlifeinsurance.comProvider Solutions & Development. Experts in holistic career coaching – check them out HERETwitter: @PSDConnectsFacebook: @PSDConnectsLinkedIN: Provider Solutions & Development

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  www.facebook.com/groups/freedomthroughpassiveincomewww.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?Distributions Day - We told you that the one property closed and so we had the exit payout distribution for that one, which those are big chunks. And then we had a quarterly distribution for Ridgeland Ranch as well.Season Passes - We bought our Season Passes to all the parks, Disney and Universal. And we went to Universal Studios on Sunday and got to walk around the park. Then went back into the Harry Potter land. Podcasts - We've done 300 episodes and it's good to have everything mapped out for the rest of the year when it comes to recording. Next year we will probably be posting podcast episodes weekly.Deal Updates - We have a deal coming up but you have to be part of the investor club to know about it. We are giving our Lake Forest investors first opportunity at that particular deal. Because they just received their funds back and if there's any slots remaining left, then we will then announce it only to our investor club for first come first serve, to be able to be a part of that deal.End of the year Projects - We were on the phone with our marketing team and we were talking about a book that we're publishing, a course that we're putting out, we'd actually did talk about the Investor Summit that we're gonna put on in Orlando next year.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  www.facebook.com/groups/freedomthroughpassiveincomewww.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?Lake Forest Closing - It's been pending since June. That's our 384 unit in Daytona Beach which was the very first indication that we ever did and it closed last week!New Deal - The second opportunity is going to our investor club only and we can't say anything about it yet because it is a 506B which stands for Buddy and you have to be in our investor club to even know about it. Quarterly Planning & Financial Review - Whenever we do quarterly meetings, we have everybody review financials to find out and just make sure we have a clear picture of what our overhead is. FCI Event - Our FCI networking event went fantastic! We're so grateful for our panel of guest speakers who came to our office and gave back and added so much value to other investors' lives and their careers in what they're trying to achieve in real estate.Chris Sineno's Wedding -  Saturday was our first FREG wedding! Chris is our property manager at IPM and he's been with us for a long time. It was beautiful. Congratulations, Chris & Tiffany! We wish them many, many years of happiness.Florida & Fitness Updates - We flew back to Florida and we're in the middle of our 35 Day Challenge,  so far so good because we've lost weight. And in 25 days we're going off to Cancun, Mexico for a week-long vacation.Lastly, 22,000 Podcast Downloads!Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.www.facebook.com/groups/freedomthroughpassiveincomewww.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageswww.facebook.com/Flipsterwww.facebook.com/dani.lynn.robisonLinkedIn personal pageswww.linkedin.com/in/fliprobisonwww.linkedin.com/in/danilynnrobisonInstagram personal pageswww.instagram.com/fliprobisonwww.instagram.com/danilynn23TikTok  personal pageswww.tiktok.com/@danilynnrobisonwww.tiktok.com/@fliprobison

In this episode of Cash Flow Pro, we talk with Lee Yoder, Founder, and CEO of Threefold Real Estate. Lee was a physical therapist with a stable and flexible job when he realized he needed to find some further fulfillment. Eventually, he discovered his passion for real estate and began his portfolio of small apartment buildings. Now,  Lee focuses on forging a path that will generate incredible wealth and opportunity for all involved. Tune in and take notes on how Lee has raised over 5M through 506B investors and more!     In this episode, we discuss the following: Investing in the right mastermind and mentor  Reasons to love real estate  Raising capital with 506B  Utilizing your local financing options  Dealing with loans and credit unions  Property Management    Make sure to tune in to this episode to find out more!   Find your flow,  Casey Brown   Resources mentioned in this podcast:   www.threefoldrei.com https://www.linkedin.com/in/lee-yoder-25793215a/

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  www.facebook.com/groups/freedomthroughpassiveincomewww.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?1) Went to Epcot Center! It was their 40th anniversary so to say it was full is an understatement. But it was a fun day to show Lyle around and take him around the world so it was interesting for us to see some new things which were really cool.2) Videographer in town for our marketing team. We spent a few days prepping the house for the videographer and so we had all of Sunday and Monday to get the house video worthy.3) Video shoot day. Tuesday was the video day so we were recording videos, taking pictures at the house, and went to the driving range to do something with the golf clubs.4) Rest day. With the whole ordeal of Dani's brother coming into town, the hurricane happening, the videographer coming and having to get the house all ready, we were just so tired we decided to take Wednesday off.5) Take a beat. For days like that when you need a day off, take it. Because you will be more productive the following day after you took time to rest and rejuvenate.6) Deals Update. We have a pending closing that we're not announcing yet because we want to make sure it's still pending but it's exciting to share the announcement soon. And then we have three other big deals in the works so the team has been working hard in the background so we got some big things coming in and we're really excited.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.www.facebook.com/groups/freedomthroughpassiveincomewww.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?1) Lyle is in town - Dani's brother had a week off at work and texted us and said he's got a week off, and asked us if we wanted him to come down and help us finish setting up the house. And he's an audiovisual guy, and he always sets up all of our TVs, and he helps put stuff together. 2) Florida Driver's License - We also got our Florida Driver's License. We are officially Floridians!3) Hurricane Prep - We knew four days or five days ago that it was going to hit us. So we had days to prep. We prep-ed all day, Monday and Tuesday, just to make sure, just in case. We bought food, water, and generators. We were overly doing it but it's crazy.4) Hurricane Ian updates - You will see black clouds. Our pond behind us, it's higher than normal. But it's actually gone down since this morning. And we just have rain for about another hour and then you can hear the gust of wind every so often. Hopefully tomorrow. We'll be right back here but it'll be a blue sky behind us.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week? We traveled home to Florida but experienced several flight delays that were both frustrating and tiring. We recently refinanced our 48 unit multi-family property and the remaining 8 units from the 56 unit property we purchased were sold. And, we  closed on the 16 units deal at Riverwood Apartments that we mentioned in the previous episodes! We are focusing on our new funds and they will be launching soon. We hired a videographer who will be coming to  Florida and traveling with us in Ohio in October so we can start recording videos to publish to our social media accounts. We are meeting with our executive team and our partners to look at the bigger picture of having to navigate the big picture as we grow. We are grateful to be surrounded with people who are in multifamily space who have done this before to point us in the right direction.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincome https://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?We are on location! We are in Lake Tahoe this week for the Power Room Mastermind event. This is a mastermind of CEOs and founders. This particular event was very impactful to us because this is not industry specific which means that we were touched by so many different people in so many different ways. One takeaway from this event was that there are four pillars to successful dream projects: physical, personal, professional, and purpose.We also worked on our own businesses and completed our 2021 tax filings, have three pending closings, are launching the new funds, and are starting our seventh business!  We also made an important contact this weekend and our new Mastermind power room contact is going to help us build the system and the platform for this business.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincome https://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?Labor Day WeekendTake time to celebrate and hardcode the wins! Business Opportunities - We evaluated new business opportunities and discussed one with our CEO and decided it would be a distraction right now.. Videographers Interviews - We interviewed a candidate to outsource our needs but the cost was prohibitive. We plan to continue the interview process with other vendors. .Taxes  - Our accounting team is working hard to complete our filings before the  September 15th deadline.  However, taxes for business can be more complicated that individual taxes..2022-2023 goals and timelines - We used some down time over the Labor Day holiday weekend to begin to formulate our timeline for the new fund launch and do some strategic planning. We have a great team that supports us and allows us to spend time thinking and creating overarching strategies. Another short-term private money loan deal - this is going to be business number seven and it's tied to the current funds but it will provide more liquidity to our investors.  Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincome https://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?1) We are in the process of settling in to our new house and there is a lot to do!2) Contractors' bids vary wildly for the same scope of work presented by us as a client. You should always do your diligence and get multiple bids for all your projects. 3) Introduced Joe to our general partners 4) 16 Unit docs came in and we reviewed them today. We are super excited that it's progressing towards closing.5) We've signed a bunch of engagement letters with our new accountant for our financial transition and we're excited to make this change.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Instead of letting it sit in the bank, Deepa Akula put her hard-earned money to work through real estate. Now, she is the founder of Vinside Capital and is a GP for over 1000 apartment units and an LP for over 1300 units. She is grateful for the opportunity to be a full-time real investor, which gives her the freedom to travel the world and spend time with family. Today, Deepa joins us to talk about her investing journey, how she created passive cash flow to cover their daily expenses, and how she is using her engineering background to her advantage.   [00:01 - 11:06] From Engineer to Investor Get to know Deepa She talks about the nitty-gritty of being an engineer Earning good money in her job and started to look for investments Being laid off gave her the chance to do real estate full time She learned about real estate by reading books and joining a bootcamp As an engineer, numbers are her thing and she's able to do well in underwriting Do not trust proformas, know your numbers [11:07 - 17:48] Building Meaningful Passive Income Stop hoarding cash and start investing How she transitioned from LP to GP Being a detail-oriented person has helped establish her credibility Deepa's goal in the future: doings deals at her own pace [17:49 - 19:47] Closing Segment Reach out to Deepa!  Links Below Final Words Tweetable Quotes   “ If you underwrite in a vacuum, you really don't know if it's good or bad… if you're just working and not having anybody check it, it's a big no-no.” - Deepa Akula “The number one thing is not to trust proformas when you receive them.” - Deepa Akula -----------------------------------------------------------------------------   Connect with Deepa on the Vinside Capital website and follow her LinkedIn.   Resource Mentioned: Barking Up the Wrong Tree by Eric Barker Connect with me:   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook   LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below:   [00:00:00] Deepa Akula: I had learned about inflation, just very reading books. And I thought, you know, it's not a good thing that we are hoarding cash, but we did not know. We didn't want to hurry and invest in something that we didn't understand either. So in, in the time when I was doing the research and trying to get a proof of concept by investing as a limited partner, we had built up some savings. And once it looked like it was going to work, we kind of invested fast.  [00:00:39] Sam Wilson: Deepa Akula is an LP and GP in over a thousand apartment units in Texas, Florida, and Arizona. She's also a former head of engineering turned full-time real estate investor. Deepa, welcome to the show.  [00:00:50] Deepa Akula: Thank you. I'm so honored to be here, Sam.  [00:00:52] Sam Wilson: Absolutely. Hey, the pleasure is mine, especially. I don't normally get guests calling from, I guess, you're halfway around the world. Where are you right now?  [00:01:02] Deepa Akula: I'm in India right now, visiting my parents in Hyderabad. [00:01:05] Sam Wilson: That's awesome. Very, very cool. It's 9: 30 here in Memphis, Tennessee. So that puts you at roughly 8:30 there?  [00:01:12] Deepa Akula: It's 8:06, yeah. It's 8:06 PM.  [00:01:15] Sam Wilson: Well, soon enough, soon enough you can tell me what tomorrow is like. That'll be absolutely great. I'm looking forward to jumping in here today. There are three questions I ask every guest who comes to the show: in 90 seconds or less, can you tell me where did you start? Where are you now? And how did you get there?  [00:01:27] Sam Wilson: Yeah, sure.  [00:01:28] Deepa Akula: So I started as an LP. I'm a mechanical aerospace engineer by training. And I was looking to place my capital and started as an LP. And now I still do engineering on the side, but I'm a GP and an LP. And once I invested, I had proof of concept, and once the worth proof of concept, we started investing more and more. And now we have enough passive income to just cover our daily bills. So we are financially free and it gives me the freedom to travel the world and spend some time with family. And also look for deals at the same time. I'm working. This is not a vacation, but freedom of place too. So, yeah. [00:02:08] Sam Wilson: That is fantastic. I wonder there's so many things there I wanted to dig into. What is a space engineer?  [00:02:17] Deepa Akula: It's mechanical and aerospace engineering. So Boeing paid for my masters and I worked on the materials for the outside, for the skin of the aircraft on friction stir building. So, yeah, Boeing was looking into using different alloys, different element alloys and it was research. So I was one of the research assistants and that's what I did. I'm a mechanical engineer, got a bachelor's in mechanical engineering, master's in mechanical engineer, space engineering. [00:02:46] Sam Wilson: That's awesome. I love it. Even those words, I probably couldn't even spell those words. So, you know, I look at people like you and I'm like, oh my gosh, she is way smarter than I am.  [00:02:55] Deepa Akula: Oh, you're too kind.  [00:02:57] Sam Wilson: No, no, that's really, really cool. I absolutely love it. I love to fly. I'm a pilot as well. And so I'm grateful for all the work for that you guys do. And I oftentimes look at it and I'm like, I have no idea how this thing works.  [00:03:08] Deepa Akula: A lot of work goes into it. Every life's important. So a lot of work goes into it.  [00:03:13] Sam Wilson: A lot of work goes into it, so I'm grateful. Thank you. I think that's absolutely cool. What was your tipping point? What was the thing when you're like, okay, hey, cool. I am a mechanical engineer. I'm an aerospace engineer. I got to do something else. Was there a light bulb moment? Tell me about that.  [00:03:29] Deepa Akula: Yeah, so it was pretty gradual. And me and my husband, we moved to Seattle and were making good money. And so I was starting to think about investments. So I just had to place our capital somewhere and I was looking into different investment vehicles and I'm an avid reader. So I stumbled onto syndications. And I did not know anybody that was doing syndications at that time. And looked into it and through a random connection, found a general partner and invested in her deal. And once I started to see the distributions come in quarterly distributions, then I had proof of concept that, oh, well so this is real. And it can work. And we started to invest more and more, and it was pretty gradual. And the light bulb moment was really, there was not one, but I got laid off during the pandemic. And I was like, okay, this is my chance to not have a W2 and work for myself. And that's when, I was a GP already, but I chose not to get another job in engineering and do real estate full-time.  [00:04:35] Sam Wilson: Wow. That's a big, big jump. I mean, tell me, I guess, so you said, Hey, you, you figured out, you know, okay, I became a GP. What was the timeline between when you first heard about syndications until you put, or excuse me, an LP until you put your first money in a deal?  [00:04:48] Deepa Akula: Oh, when I first put up a single penny, it was about three years. I had analysis paralysis big time. So I actually knew how, how to underwrite a deal before I invested as an LP. So that's the kind of work I did just because I did not know anybody that was doing it at that time, and I did not want to lose $50,000 just by investing because I read in some book. So I took a three-day course, a bootcamp through RE Mentor. And it was just a three-day bootcamp and that was all the education I got in person, but everything else was just reading books. I might have read hundreds of books in those three years and had enough confidence to put my first $50,000 in 2019.  [00:05:35] Sam Wilson: That's wild. So you felt like you had a full understanding of how to underwrite a deal before you ever put your money and how did you practice that?  [00:05:44] Deepa Akula: So just on random deals on CoStar. Just random deals. So, yeah, and I had a loose mentor who was just looking at those numbers because, you know, if you underwrite in a vacuum, you really don't know if it's good or bad, you know. If you really don't know how to estimate taxes or when the taxes are assessed and different states do it differently, so if you're in a vacuum and just working and not having anybody check it, it's a big no-no. So I had a gentleman that was kind enough to kind of guide me and he's a loose mentor. If you'd ask him, Hey, were you Deepa's mentor? He's like, no,. But I really did not pay for mentorship. I loosely have ties with people that I kind of come in contact with and just ping them and learn. And I used to underwrite single-family homes too. That's kind of how I got interested. I really dislike shopping, like any kind of shopping, but real estate. I'm all about it. So, I'm not in shopping about clothes or anything else, but real estate, I would just underwrite the deal of their deal. So that's kind of how I was like, you know, I should really do what I like. to decompress for a living, then I would really not feel like I'm working. And even without knowing, even when I was in school, I would just randomly look at single-family house in the areas. And I was like, oh, it's pretty simple, the math is. So yeah, that's kind of how I started and learned. And there's a little bit more to multifamily. And, you know, just there's so much resources out there. I would just attend multiple webinars to learn and practice.  [00:07:25] Sam Wilson: When you say so many resources out there, I mean, either you're an Excel guru, which wouldn't surprise me, or you borrowed somebody else's model out of the gate because there are a lot of nuances to it. How did you build your first or what did you use as a resource for your first underwriting model?  [00:07:42] Deepa Akula: So the very first one was Michael Lang's model. And I had bought it for fun years ago and I was modeling it. And, you know, I am pretty good at Excel because I was, when I was head of engineering, I was building these templates for my engineers to work in. So they're kind of like sandboxes and to make it foolproof because if something goes wrong, these structures are out there. We are driving under it, their houses under it, so, let me take a step back. I was designing overhead structures there, maybe about 10,000 structures that me or my team designed are in service right now in the US and Canada. So I was designing the spreadsheets in which my engineers would design the structures. So I love tinkering with Excel and I saw Michael's model and then made some additions to it to just make it my own.  [00:08:38] Sam Wilson: You made some additions, you mean you poured gasoline on a fire. It was like, oh, okay. Yeah, this is okay. But I'm an aerospace engineer and I can do a lot better than this. So, you know, if I can push, I'd love to see your model but I'm sure it would make all the rest of us jealous. That's really, really cool. And you said something here that I don't think I've ever heard on this show, which is you said that I did it for fun. Like, underwriting is work for most of us, you realize that, right?  [00:09:06] Deepa Akula: I understand. I understand. But, you know, as engineers numbers is our thing and, you know, you feel like you have more control. You change one number and you have control to like change all the numbers on the sheet. So just playing with different numbers is more fun. And more than that, I used to code in VBA. So coding in VBA was more fun. So I would just code and create buttons and everything and try to make it more fun and easy and I'm trying to hide the code behind it and make it easy. So building it was more fun. And the more formulas I write and debugging is a lot more fun to me. So that's what I, all my formula would, like, have to wrap and then debugging would be like, oh, where, where did it go wrong? Why is it not working? So, yeah. That's what I did to de-stress. [00:09:54] Sam Wilson: That's amazing. Wow. Some of us go to the gym. Some of us do yoga. Some of us have bad habits. You, on the other hand, underwrite multifamily deals. That's a unique skillset. What would you say is the number one thing that you learned when doing that? [00:10:10] Deepa Akula: Number one thing while creating the model or underwriting? [00:10:13] Sam Wilson: Underwriting.  [00:10:14] Deepa Akula: Underwriting, the number one thing is not to trust proformas when you receive them. The seller might have expenses that they're putting on a corporate level that we are not seeing on the property level. So just knowing the numbers and at least having an idea of what it's going to cost per door.  And that just comes from practice. You know, it's catch-22, you just do it, learn it and then keep doing it and get to learn more.  [00:10:42] Sam Wilson: Absolutely. Yeah, at times I wonder why commercial brokers, which, I mean, I have my real estate license. Do I do commercial brokerage? Not necessarily, but why do they even put the proformas out there? Because most of us are just like, I'm not even like paying.  [00:10:58] Deepa Akula: Yeah. We just have to underwrite from scratch.  [00:11:00] Sam Wilson: It really is true. So yeah. That's really, really interesting. Yeah. I like that. Don't trust the proforma. Let's talk a little bit about passive income to cover your bills. I thought that was an interesting statement you had made, it takes a lot of investments. This is my thesis. It takes a lot of investments to create any sort of meaningful, passive income. I think passive income is great, but even if let's suggest, say that we're, you know, we put 50 grand in a deal and it's whatever, a eight cap, I don't know. I'm making up numbers here, but let's say it throws off, you know, 700 bucks every quarter. I mean, that doesn't really put a dent in the income to cover bills category. Now, how did you do that? Like what did it take to get that income stream built up? You know, we've all hit the equity multiple. I believe most of us have hit an equity multiple in a deal we've passively invested at some point, and those are great pay days. But not until the exit do we normally catch enough money to go, okay, this is meaningful.  [00:11:55] Deepa Akula: Right. Right. So me as head of engineering, I'm a licensed professional civil structural engineer. I'm a self-taught civil structural engineer. And as head of engineering, I was making meaningful money. And my husband is in information technology. He's in, it works for wild Disney and pretty simple, like I said, I do not enjoy shopping. So we had good, good savings. And we were hoarding cash. Like I said, as we were starting to earn money through our W2s, it was just sitting in the bank and we didn't spend it anywhere. We're just trying to look for a meaningful vehicle for us to invest in. And by the time I did all my research and started to invest. It was about three years of research went from 2016 to 2019. There was a lot of research and studying and talking to people. And that's when we started investing as an LP. But once we saw the distributions coming in, we kind of really escalated and put in big amounts, big chunks enough to cover our, like, and I'm not even counting the exits. This is just quarterly distributions that I'm talking about. It's enough to cover our expenses.  [00:13:05] Sam Wilson: That's really cool. I love I love that and yeah, it does take some capital upfront, I think, in order to attract that initial, you know, nut where you're like, oh, okay, , this is now doing something that that I appreciate.  [00:13:17] Deepa Akula: Right. And it was out of necessity. I had learned about inflation, just by reading books. And I thought, you know, it's not a good thing that we are hoarding cash, but we did not know. We didn't want to hurry and invest in something that we didn't understand either. So in the time when I was doing the research and trying to get a proof of concept by investing as a limited partner, we had built up some savings, and once it looked like it was going to work, we kind of invested fast. [00:13:46] Sam Wilson: That's awesome. [00:13:47] Deepa Akula: With multiple deals. [00:13:48] Sam Wilson: You've moved into the code GP space. What's that transition been like and how did that happen?  [00:13:54] Deepa Akula: Right. Yeah, no, no. I love it. Thank you for the question. So I was an LP in a couple of deals before I got a call to be a co-GP. And as an LP, I would read the PPM the whole way. Some of them were 80 pages, the other one was 200 pages. And I would read the whole thing a few times and catch some mistakes in it and call the GP and say, Hey, you need to get a better lawyer or the legal person need to like, they're calling a something, two different things in two different places. And I was like, is it the same thing? And they were like, you read the whole thing? I'm like, yeah. And that you know, inadvertently, it told them that I'm a details person. And I would just ask a lot of questions and just from my questions and the fact that they knew I was catching their lawyer's mistakes in the PPM, they were like, okay, so she knows. And when the time came for them, just me and my husband both are engineers. And most of her friends were like, Hey, how are you guys getting this distributions? And we were doing 506B deal. and I wanted to introduce my friends to the GPS, but they couldn't really take their investments because they did not know them. So they were like, okay, Deepa, do you want to raise capital and be on this deal? I was like, really well, I was like when, and they go right now. So it was just out of the blue call saying, Hey, we have a deal on the contract. And I trust this person. I had invested my money with them. So I didn't really have to do any due diligence on the person, on the group. I did some due diligence on the project itself and it looked pretty good. And that's how I got my foot in the door for a co-GP position.  [00:15:41] Sam Wilson: That is really cool. I love the fact that you said you read the documents, you know, end to end. I know in my first limited partner's deals, I did the same thing. If it was a repeat investment with the same sponsor, maybe I wasn't as meticulous, but certainly, read line for line. And it's a laborious process. I think it took me like four hours to get through the 200 pages, 'cause you're just like, I need this to be on like napkin sized, this just need, this is what you're going to do, this is what I'm going to do. And this is how we wrap this up. Okay, except 200 pages later because that's the world we live in. And so yeah, it kind of shocked the sponsor as well. They're like, wow. Like, this is a really detailed question. I have a public confession here to make in that I just recently didn't read through the entire stack of my deal deck or of my documents. And it was probably the most embarrassing thing as a general partner I've ever done in that I got the documents back. I read through them high level. It was a new attorney group for us. And I said, man, everything seems to be in order. And I was the receiving call of the investor like you going, Hey, there's some conflicting pieces of information here. I turned inward like, oh no, like I'm hot now, just like my body temperature goes up thinking about it. I'm like I have done this so many times and I have never had that call from an investor. I wanted to crawl on a hole. [00:17:02] Sam Wilson: So note to self: one, read all the documents if you're an LP, and two, read all the documents if you're a GP. That's the rule I think that Deepa is teaching us here and that's yeah, that's just a, you know, that's a hard lesson learned both ways. So, you know, thank you certainly for sharing that, what does the future look like for you? [00:17:19] Deepa Akula: Thank you for that question because I am actively trying to not build myself another high-stress job. So, it's tough. It's tough to not work as much now that this is my first summer without a job. I am trying to say no to more deals than I say yes to. And I'd like to do at least one deal every quarter, and that would be a good pace for me. And want to do that for the foreseeable future.  [00:17:48] Sam Wilson: That's awesome. Very, very cool. Deepa. I loved your journey here in real estate. I loved how you started off just learning for three years. I think one of the fun facts you gave me was that you read a book. What was it? The barking up the wrong tree or barking up the right tree. I can't remember. You said you read it five times.  [00:18:05] Deepa Akula: Barking Up the Wrong Tree by Eric Barker.  [00:18:08] Sam Wilson: Yeah, you said you read that over and over and over until you finally graphed it in detail. As an engineer, I'm not shocked, knowing that you're an engineer, I'm not shocked that your attention to detail is the way it is, but the really cool story on how you've transitioned from an aerospace engineer into now full-time real estate, clearly taking a measured approach to life and getting what you want out of it, which is why you're out of the country doing this podcast at, you know, late in the evening now the other side of the world with me. So certainly appreciate that. And love your story of coming in as an LP first and doing a lot of deals as an LP, and then joined the general partnership side. So very, very cool. If our listeners want to get in touch with you or learn more about you, what is the best way to do that?  [00:18:49] Deepa Akula: LinkedIn would be the best place to reach out to me. My LinkedIn profile has my full name, so it's Deepa Reddy Akula. And another place is vinsidecapital.com is my website. So those are the two places to get a hold of me. [00:19:05] Sam Wilson: And what, what's the name of the website again?  [00:19:08] Deepa Akula: Vinside, V I N S I D E, vinsidecapital.com.  [00:19:13] Sam Wilson: Got it. We'll absolutely make sure we put that all in the show notes. Deepa, thank you so much for coming on today. I certainly appreciate it.  [00:19:19] Deepa Akula: Thank you so much. It was such a pleasure. Thanks, Sam.  

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?1)We went to Cleveland to record Legacy Wealth videos and recorded a Spill The Beans podcast episode with Tim Bratz2)We had the second annual Flip's birthday golf event3)We had our team farewell get together at Mark Woodring's house 4)We onboarded our new Operations/Asset Manager in FCI, Joe Becker!5)We got clear to close our Florida house so we had been packing all our stuff the last few days6)We received an email for the 16-unit about some estoppels getting signed so things are still moving and grooving real estate wise!Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincome https://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedin personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?1) We are preparing to onboard our new operations manager for Freedom Capital Investments2) Interviewing property management companies who can handle large apartments and actually use staff to run those3) We are attending more attorney meetings and financial advisor meetings talking about asset protection4 )We are transitioning all of our financials and fund administrator to one firm5) We finally refinanced the 48 units we keep on talking about in the podcast!6) We had more lender back and forth issues with our Florida House7) But we're still packing the house in Ohio all week anticipating that we're going to close. We sold some cars, furniture, and we had to get people in to take the pool table apart and break down the bed.8) We are coming back up by end of August for the FCI event 9) After all the stress we are still grateful and we are blessed. Our lives are good.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincome https://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedin personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

CHANGING THE GAME Through TAX DEED Podcast ep: 33#taxdeed #taxdeedwolf #realestateinvestingFEATURING: Joseph Griffin ( tax deed wolf)website: https://beacons.ai/taxdeedwolfinstagram: https://www.instagram.com/taxdeedwolf/?hl=enYOUTUBE: https://www.youtube.com/channel/UCVXXL1caJQMdyhzonp7fwJQHOST: Tyler Wynnwebsite: https://linktr.ee/Wynningteam757instagram: https://www.instagram.com/wynningteam757/?hl=enCHANGING THE GAME PODCASTSPOTIFY: https://www.instagram.com/wynningteam757/?hl=enAPPLE PODCAST: https://podcasts.apple.com/us/podcast/changing-the-game-podcast/id1574057279YOUTUBE: https://www.youtube.com/channel/UCVXXL1caJQMdyhzonp7fwJQ*****DISCLAIMER****I AM NOT A CPA, ATTORNEY, INSURANCE, CONTRACTOR, LENDER, OR FINANCIAL ADVISOR. THE CONTENT IN THESE  VIDEOS SHALL NOT BE CONSTRUED AS TAX, LEGAL,INSURANCE, CONSTRUCTION, ENGINEERING, HEALTH OR SAFETY, ELECTRICAL, FINANCIAL ADVICE, OR OTHER AND MAY BE OUTDATED OR INACCURATE; IT IS YOUR RESPONSIBILITY TO VERIFY ALL INFORMATION YOURSELF. THIS IS A PODCAST AND YOUTUBE VIDEO FOR ENTERTAINMENT PURPOSES ONLY

As we do this 365-day series, it gets harder and harder to come up with topics. We're thinking about, what do people want to hear? What's important to them? Recently, Ben gave us an idea and was talking about us and open-ended questions and closed-ended questions. He noticed while listening to the episodes that we're not saying I can't do it or can we do it? We're just assuming we can do it and then ask the very next questions of how can we do it? Ben thought it would be beneficial to talk about the difference between the two.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250—————————————————————————A closed-ended question, by definition, is something where you can answer yes or no. An open-ended question is something where yes or no is not the answer. How can we do this is not a yes or no question. When can we do it? Where can we do it? Why are we doing it? Who can help us? And what's going to help us? Those are all questions that throughout the process of deciding to do something. Now, you can still ultimately say no, if you ask all these questions, and you give yourself the opportunity to do something, you could even be asking, How much money will this potentially make? What are the struggles that we are going to go through if we do this now versus later? The quality of your questions are directly related to the quality of the solutions that you find and the answers that you get. If you stick to yes or no and say, I can't do it, you're never even allowing your brain to think of all the ways that you can do it. So it's really about asking yourself the right questions so that you can move forward.Our private Facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal Room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.—————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedin personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?1) The 16 Unit is under contract and earnest money has been sent. Ken and Eric have scheduled the property walk. 2) Asset and Operations Manager has been hired. Welcome Joe!3) The podcast has earned all the Buzzsprout awards. We have over 13,000 downloads!4) Closing on the Florida house has been extended, waiting on the survey5) The 48 unit refi is approved and closing is slated to close tomorrow6) The 118 unit in Mississippi is getting walkedOur private facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincome https://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedin personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Flip & Dani's Weekly Live videos are intended to be timely recordings of what's going on RIGHT NOW in their investing journey.Download your Free Private Lending Report here: www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————————In today's episode, what's been happening this past week?1)We're on vacation2)Closing on the Florida house next week3)Interviews and second interviews are in progress for the Asset and Fund Manager4)2 new people got hired this week 5)2 people were given recognition from the team for June6)Progress was made on the 16 unit purchase and sales agreement7)Due Diligence walk is scheduled for the Mississippi multi-family property8)We were guests on the Get Rich Education Podcast and the episode was released this weekOur private facebook group gives you access to where you can start building a direct relationship with us, we'd love to get to know you. 30 days later you may be invited into our Deal Room.  The Deal room is our private room where we share exclusive 506B opportunities because now you are our “Buddy.”Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincome https://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.————————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedin personal pageshttps://www.linkedin.com/in/fliprobison/https://www.linkedin.com/in/danilynnrobison/Instagram personal pageshttps://www.instagram.com/fliprobison/https://www.instagram.com/danilynn23/TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Retired military veteran Christopher Linger started as an accidental landlord and has since then grown his portfolio in a short amount of time. Chris credits his success to education and mentorship and to making the necessary mindset changes to become a better investor. He also shares his experience in structuring and underwriting deals and taking on a JV project.   Chris is currently a Principal at Up Plex and is a mentor to hundreds of aspiring investors.   [00:01 - 03:09] From 35 Doors to 2,400 Doors Chris on getting into the real estate game Why they made the jump to multifamily   [03:10 - 07:44] How to Gain Confidence as an Investor Joining a mastermind and a mentorship group Learning from other people's experiences Overcoming fears of doing bigger deals The advantage of having a passive investing experience   [07:43 - 19:44] Scaling a Real Estate Business How Chris and his team are finding opportunities in a tough market Building relationships with brokers The value-add projects they are working on right now Doing a joint venture and investing remotely How they ended up being the bank for a deal   [19:45 - 21:14] Closing Segment Reach out to Chris!  Links Below Final Words Tweetable Quotes   “We didn't know what we didn't know, but we knew we didn't know it. We're afraid to move forward and we needed to get out of our own way.” - Chris Linger   “Seeing the zeros on the back end didn't scare us once we knew the education behind it. We weren't making things up as we went along, and we were actually following somebody else's footsteps.” - Chris Linger   -----------------------------------------------------------------------------   Connect with Chris! Schedule a call on up-plex.com and check out The Savvy Passive Investor series on their YouTube channel.   Resource Mentioned W2 Capitalist Mastermind   Connect with me:   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook   LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below:   [00:00:00] Christopher Linger: We stay focused on the multifamily and we do weekly calls. Talk about the business, make sure we're on, on target with everything that we've said that we're going to do. [00:00:07] Christopher Linger: We've been paying out pretty well on that. We actually, in six months time frame of ownership, we were able to double the value of the property. And so now we've owned it like just over a year and we're getting ready to refinance it.  [00:00:29] Sam Wilson: Chris Linger is retired military, has been a landlord since 2006 and has scaled his personal portfolio of simply 35 doors and 2020 to over 2,400 doors by Q1 2022. Chris, welcome to the show.  [00:00:43] Christopher Linger: Thanks a lot. Appreciate it, Sam. Thanks for having me.  [00:00:46] Sam Wilson: Hey, man. The pleasure's mine. Here's three questions I ask every guest who comes from the show: in 90 seconds or less, where'd you start? Where are you now? And how did you get there?  [00:00:53] Christopher Linger: Started out as an accidental landlord, as active duty military, we move around a lot. So bought a house, decided not to sell it when I left, enjoyed the profits from that opportunity. 10, 11 years later met my wife and we scaled from four doors in 2016 to 35 doors in 2020. And now, like you said, we're at 2,400 doors in 2022. We did it through education, mentorship, and mindset changes.  [00:01:22] Sam Wilson: Okay. Education, what'd you say? The second one was mentorship.  [00:01:27] Christopher Linger: Mentorship and mindset changes.  [00:01:29] Sam Wilson: Mindset changes. We're going to dig into that some here on the show. So you started off as an accidental landlord in 2006, I think you said it was. You had four doors in 2016. So that is now six years ago. That's pretty rapid growth, man. I think most people will be pretty proud of acquiring 400 more doors per year, over a six year period. But you really did most of this. And, between 2020 and 2022, which is even more astounding because 2020 was not exactly the year that everybody was jumping into multifamily. I mean, there was a good six, eight month period where everybody's just kind of going, I don't know. I don't know what we're doing. How did you have, I mean, is that when you started really going long in the space, was everybody else kind of hit pause?  [00:02:11] Christopher Linger: So we knew in 2016, oh, excuse me. 2018, 19 timeframe that we wanted to move into syndications. We saw that we weren't scaling enough that we could give back more to the community. The more that we did. So out of that, we also knew I was active duty. My wife was a reservist. And, we didn't want to deploy being in charge of other people's money. So we decided to just build our own portfolio, grow it as much as we could, as quick as we could. [00:02:39] Christopher Linger: We were self-managing. And as soon as I retired or she got out of the military, then we were going to look at syndications as an opportunity. And so I retired in September, 2020, and we joined a mentorship the same month, which took us in this syndication, gave us that opportunity to grow from zero or from stars to successful in a lot shorter timeframe. Because we'd done so much ourselves, we knew that there was a better way.  [00:03:05] Sam Wilson: Right.  [00:03:06] Christopher Linger: And so, yeah, so that's, that's the basics.  [00:03:09] Sam Wilson: Got it. Okay. So September of 2020, even more impressive. So you talked about education, mentorship, and mindset changes. Education and mentorship, were those kind of two, one and the same, you know, you mentor and as well as getting educated through that same group, is that kind of what you put those together? Are those different, different bullet points for you?  [00:03:26] Christopher Linger: They're are actually different bullet points. So we joined the W2 Capitalist Mastermind in May of 2020. It was the first time that we'd ever done things outside of ourselves. And we had attended a summit or a webinar, that it really his, his program kind of resonated with us and it, and the mastermind itself, wasn't much of a program, to be honest, it was more like true collaboration. [00:03:47] Christopher Linger: And through that system from May of 2020, until I'll say the end of 2021, we probably did about nine different deals with people in that group, because we just, we were sitting there listening, getting to know them, knew their business plans. It was different things, whatever it was. So. Through education of other people's experiences, we were able to grow professionally. And then we were able to help other people grow as well, because some of those were first time opportunities for those, for those investors. And so we were able to help them grow into their careers, which are now budding as well.  [00:04:24] Sam Wilson: That's really cool. I like that. So you've joined a mentorship group. You also joined a mastermind. You put those two together and it sounds like those were maybe the catalysts for your mindset changes. What do you feel like were the things that were getting in your way, in your own mind that were preventing you from taking the next big, giant steps, like you've since, you know, since taken.  [00:04:45] Christopher Linger: Some of the mindset changes came from the education side of things. We didn't know what we didn't know, but we knew we didn't know it. And so you're afraid to move forward and we needed to get out of our own way. So through the education, we could feel a little bit more confident. We were able to see that like at, at that time when we first started, maybe the highest deal, the biggest deal we did was a 500,000 deal where we had to bring 125 of our own money. [00:05:10] Christopher Linger: And at one point, I remember my wife had talked to me about a $2 million deal. I was like, oh, there's no way, there's just no way that we could do that. Like, it just doesn't. After we got the education and everything, I'm kicking myself that we didn't do this deal, and here we are last, what was it? Two months ago, we closed on a 23 million deal. So it's just a matter of mindset changes. Seeing the zeros on the back end didn't scare us once we knew the education behind it, the process, the proven process of that, we weren't making things up as we went along, we were actually following somebody else's footsteps. They say success leaves clues, and it's an easy trial to follow when you, when you get those mentorship programs and education.  [00:05:52] Sam Wilson: Right. Yeah, absolutely. Absolutely. So fear, I guess, was, was one of the things you hit on there and then just finding the confidence that, Hey, this, this isn't as scary as it seems. What was the turning point when you feel like you went, oh, we got this? [00:06:06] Christopher Linger: That's a good question. Turning point for moving into syndications as a whole?  [00:06:12] Sam Wilson: Just when you knew, just when you knew that, Hey, you know what, the next big deal we take down, we are ready. I'm able to do this because of X. What, what was it that gave you that confidence? [00:06:24] Christopher Linger: I would say that the one that we actively sought after chase on, contracted ourselves. We felt confident about it because we had done several passive investments that we understood the process. We understood what our investors would need, what they would need to hear from us and, and what we needed to know if knowledge wise, the education stuff. It, it all falls into play to build up to that point. But honestly, our passive investing experience really helped us to understand where we needed to go and how to, how to lock on and, and bring in investors where we can make them money.  [00:07:02] Sam Wilson: That's a great point. And I've been asked that a lot from people, you know, such as yourself and maybe that weren't, weren't active investors and like, what's a good place to start. And I always say, if you have the capital, go be a passive investor. Go be a passive investor and you'll get a front row seat to how deals are put together. You'll get the communication styles, especially if you're in multiple deals, you can learn so much from active sponsors or active or active investors just by being a passive investor in the deal. [00:07:29] Sam Wilson: I know that's how I started. And when I switched from residential to commercial, and it was just like, oh, like I felt like an idiot at the same time. So I'm like, I don't know. I don't have any idea what they're talking about, but this sure is fun and I'm learning a lot. So that's really cool that that's the way that you started. [00:07:44] Sam Wilson: How are you guys finding opportunity right now? A multifamily is, it's a tough market to be in. So what are you guys doing?  [00:07:51] Christopher Linger: Part of it is we've built relationships with a couple of brokers. So we're seeing some things before they're fully marketed. Another side of it is we have other teams that are interested in working together. [00:08:03] Christopher Linger: And so it really puts, instead of only two hands or four hands doing the work, we've got 12 hands doing the work. And so you're more at the more you look at, the more you're likely you are to find one that works. We've done a few LOIs here and there, but where else are we finding deals? I'll say from networking. [00:08:19] Christopher Linger: You know, just talking with people. We had one, one person that we spoke with about investing. They came into one of our deals and they said, you know, I have this other deal that I'm, I'm working with, that I'm in, have been in it for a year or something. And some of it is just not doing what they said, you know, and I'm worried, whatever. [00:08:35] Christopher Linger: So we took the, the ownership and information. We're reach, we're going to reach out to them and find out if there's anything we can do. Maybe we can take it off their hands and help the situation. I can't promise anything, but you know, it's another opportunity to find a, a product that's not actually marketed through a broker at the moment. [00:08:51] Sam Wilson: Right? What, what are you guys finding is your competitive edge when it comes to, and I'm, I'm assuming you're looking for value, add properties, is that right?  [00:09:00] Christopher Linger: We do a mix. We've got some A, B, and C.  [00:09:03] Sam Wilson: A mix. Can you define that for me?  [00:09:05] Christopher Linger: So right now, the 506B offering that we have, so I can't necessarily bring in some of your people on this. It's a, a class A core asset that, it basically just needs some cosmetic stuff, maybe add a dog park or something, you know, some little things, little touchups just to, to, to help enhance the, the renter experience. Other property, the one we closed in March is a C class. It needs a little bit of help on the outside. I think it's 200 units and I believe there's 50 that had been renovated since the seventies. So there's a lot of classic, so there's a lot of value add available there. So we're going to take care of some of those and upgrade some of those. And so, yeah, we're on both sides of that.  [00:09:48] Sam Wilson: That, that's interesting. I mean, 'cause, because you know, I guess that the question is if you are doing value add, it's, how are you finding the opportunities and how are, how are you underwriting it in such a way, you know that, that you get awarded the deal? I mean, 'cause there's probably, I know you said earlier, that relationship to brokers and getting a look at deals before it's gone, you know, fully marketed. But even so, I mean there's even on those deals, what I'm seeing is that there's still 5, 10 people taking a look at it and making offers on it. How are you guys getting in there and winning the bid?  [00:10:20] Christopher Linger: For that deal, there was actually, it was fully marketed. I won't say that this didn't help us, but we knew the sellers. However, what they've told us ever since is that it was apples to apples. We were offering the exact same as somebody else. There was no real difference 'cause their concern was their investors, just like every, every operator. You want to make sure you're getting the best for your operators. When it all came down to it, we were apples to apples and they were like, we have a relationship with you. We, we know you and we want to see you guys succeed with this, excel with this as well. So that, that was part of how we got it. Now, the underwriting side, I felt like I got a good deal on it. We were cautious with our renovation budget. We made sure to put a little extra in there for any surprises. It is a seventies build, but we did an ample amount of due diligence. We actually have a partner who's a CapEx guy. And rather than being the general contractor for the deal and getting paid that way, he's, we actually brought him on as a GP so that he could come and it's his property too. And so that that's really ,a nice little value add for us.  [00:11:27] Christopher Linger: And along those lines, I just want to add that that opportunity is, we've done some stuff with Grant Cardone as well. And he actually talked about his first, his first investment property, he did the same thing and we didn't even know that up front, but he did the same thing. And what it does is it takes that cost of a general contractor off your NOI and makes it part of the GP. So thereby increase in the value of the property just in that one little swipe.  [00:11:53] Sam Wilson: How did you structure that? Such that let's say the, let's say your general partner contractor stinks, right? Let's say they're not doing what they're supposed to do, man. It's a terrible relationship. We want to fire you. But now we can't. How did you get around that?  [00:12:09] Christopher Linger: So he's actually a member in our, in our mentorship program as well. He's very, very well known within that program. And last year during the freeze in Texas, I happened to be in Maryland. I was babysitting our granddaughter when that happened. I reached out to the people in the group and said, Hey, I know plumbing supplies are rough. If you guys need something, let me know. I'm up in, up in the Northeast. I have access to a bunch of home depots with supplies. I can send you stuff. He was one of the few people that reached out. And from that time on, I sent him a whole bunch of stuff and it was all on his card. I didn't pay for it upfront. He did that. From that time on, we just, we got to know each other a lot better, little bit more friendly. [00:12:48] Christopher Linger: And I already knew his work ethic. He'd been in the program for a while. He's pretty well known within, within the ecosystem that we have.  [00:12:56] Sam Wilson: And so you felt like, you know, the, putting in some of those, legal, legal safeguards weren't necessary on this front where you could say, all right, here's a way where we can remove you from your position. And here's what it's, here's what it's going to do to the deal if we do.  [00:13:12] Christopher Linger: So we also, I want to say that we give him a fair percentage based on his work that he would be expected to do. He's also our boots on the ground. And so even if we had to fire him from that aspect, he would still be a part of the group. [00:13:28] Christopher Linger: So to get him out, wasn't like, it was never on the, on the radar, but I do understand what you're saying. We can always replace him with the property management. You know, it's a different fee, but we can replace him with the property management and change up the scale potentially. I don't foresee that being an issue. He's like I said, we built a good relationship. I've seen what he's done and I don't expect that to change.  [00:13:49] Sam Wilson: Sure. No, no. And I, and I hope for your sake, it doesn't, I was just really curious, you know, that's something we were looking at in a, in another business that I own, getting some outside counsel on it and we're like, okay, we need to scale this business. There are certain seats on the bus that I need to fill that I'm not good at. So this is, I'm asking questions for my own personal kind of learning from others in the industry. And it was like, how do we, how do we do this? And the advice that I got back, of course, this is a different scenario for what I've got here versus what you guys are working on, but it was, Hey, man, don't give up equity and here's why. And these are longer term, this is a longer term business. This isn't something we looked look at exiting in five to seven years. This is, you know, for the duration probably. And he just said, look, here's, here's things we've seen in the business, you know, when equity has given up, there can be all these X, Y, Z problems. [00:14:33] Sam Wilson: If I were you and we laid out small alternative structures that I think will work for us, I was just really curious. And, and, and why we got into that again, it's a different scenario, but still curious how people are overcoming and working around you know what that could look like. Okay. What if something does go wrong? How do we fix this? What's that look like, you know, to, to lay that out, up front or in your case, like you're saying you got somebody that is, really well known that has an excellent reputation and that's not looking to change anytime soon. So I think that goes back to the first rule of investing, isn't it? Which is, you know. [00:15:02] Christopher Linger: Who are your people, yeah.  [00:15:03] Sam Wilson: Who you invest in and with is far more important than what you're investing in. So that's really cool. You mentioned that you'd done a couple JVs here in the last year as well. Talk to me about, you know, how the JV was structured for you guys. I mean, it's one thing to go do a syndication, but then it's another thing entirely to get invited in, to go do a joint venture. What was, how, how did that work out for you?  [00:15:27] Christopher Linger: One of them was storage, 84 units self storage outside of Charlotte. And it was the, the person's first deal. And we have a history of having been military, being stationed to other places, my wife was doing remote work as well. Our portfolio was in Austin, so we had a really good grasp of how to do things long distance and, and maintain the property, maintain the business. And that was something that she had never dealt with before, but this was a completely hands off business. We could do everything online. [00:15:58] Christopher Linger: There's a, a service provider that will do the phone calls, take the billing, all that good stuff. And all we had to do was hire our boots on the ground person. We actually hired two, which the third partner in the JV had experienced, but had never done that before either. And we quickly realized how, how valuable that is to have a second set of eyes that you're not local, but they are, you know, not that they're telling them one another, but you know, Hey, maybe somebody has to go take a vacation family, emergency, whatever the other guy can pick up the slack a little bit. [00:16:30] Christopher Linger: So that, that was an extra plus, but yeah, we were able to value add through the business background that we have. As well as the long distance. And that was where our side went. The other two are the experts in self storage. So we stay focused on the multifamily and we do weekly calls. Talk about the business, make sure we're on, on target with everything that we've said that we're going to do. [00:16:51] Christopher Linger: And , we've been paying out pretty well on that. We actually, in six months time frame of ownership, we were able to double the value of the property. And so now we've owned it like just over a year and we're getting ready to refinance it.  [00:17:02] Sam Wilson: That's cool. Now, did you guys bring all the capital to the table for that deal? Was that how the joint venture was structured or what was the, what was the joint venture that the other partners needed you for? [00:17:13] Christopher Linger: Sure. So I'll let you in on a little secret. What we brought was in direct proportion to our ownership percentages for the down payment. Yeah. Everybody brought money to the table. Three days before closing, we had, well, I'll, I'll back it up just a little bit about a week and a half before closing, we had closed on another property that we sold. [00:17:32] Christopher Linger: So we had money in the bank three days before closing the bank said, you know what? None of you live in the state. We just, we're not feeling comfortable about it. We're just not going to be able to lend on this deal. And I looked at my wife and cover your mouth, you know, so that people can't see you talking. [00:17:48] Christopher Linger: And I'm like, Hey. We have the money in the bank. We're comfortable with doing loans. We've done private money before for flips and things. I was like, we could just put it in here for now. And she was like, let's do it. And so right there on the spot, we offered terms, we did everything. And you know, we said, you don't have to answer now. Just think about it. I'm telling you right now, we're doing a good deal for it because it's our deal. We get more, really good interest. And, we ended up being the bank for this, and that's part of why we want to refinance it this year is get, get the money back out and start working again. Not that it hasn't been working. [00:18:21] Sam Wilson: Right. Oh, that's awesome. That's awesome. Yeah, that's that's I mean, that's just the timing. That's just fortunate timing. Being able to have the, the dry powder handy.  [00:18:29] Christopher Linger: Absolutely.  [00:18:30] Sam Wilson: You know, for when something like that comes up. And it's amazing to me, that lenders, and I still don't understand it, I guess this is one of those puzzling things in commercial real estate. I'm still just real estate in general. I'm like, why are we waiting three days before closing to, , and that just goes to knowing your lender. Like that's, uh, I mean, that's been reiterated on this show over and over and over again, which is know your lender, work with the same lender, and know your lender. And then you can avoid things like that happening. I mean, 'cause if you didn't have the capital handy, it would've been a mad scramble trying to figure out what your next...  [00:19:01] Christopher Linger: Absolutely. [00:19:03] Sam Wilson: So, but I still don't understand it. Why would they waste all that time? You know, getting ready and then talking about it and filling out paperwork and all this other stuff. [00:19:10] Sam Wilson: And then three days before, they have a committee meeting, they're like, nah, I think we're going to bow out. Like, that's a waste of a lot, a lot of life. So anyway...  [00:19:18] Christopher Linger: It felt really good to just stick it to 'em though and say, all right, that's fine. We're still going to close. We'll see you later. [00:19:25] Sam Wilson: You're going to send them your refi paper.  [00:19:26] Christopher Linger: That felt, that felt so good.  [00:19:28] Sam Wilson: I'm sure it did. I mean, in a, in a good way, it's like, you know, I don't need you. I'm sorry. You're screwing me, but I don't need you, so why, and you should send them your refi too. Once you get that completed, just to let them remember, just here's the value of the property that you were too scared about. So have a nice day. No, I'm kidding you. That's probably a waste of your time. Anyway, Chris, this has been fun, man. You know, it's, it's super cool. What you told me here there in the beginning was that, you know, the three things you've done, which was educate yourself, was to get a mentor and then get your mindset changed. [00:19:56] Sam Wilson: And you guys have had explosive growth since then. You've been involved in some really cool projects. You know, you're done from joint ventures to syndications. You've got 2,400 plus units, I think at this point, in the multifamily space. And you guys, you guys are rocking and rolling. Is there anything else you'd love to share with our investors here before we sign off? [00:20:13] Christopher Linger: up-plex.com. It's up-plex.com. See what we're up to, see what we've got going on. We've got an investor link. We've got a YouTube. We have a series that we started in there called The Savvy Passive Investor, that if you're not sure on some of the information, it's a great opportunity to, to be non-obtrusive to either one of us, you or us in scheduling time, you get to educate yourself a little bit free of charge. Schedule a call with us. You know, that's also available on the website. We'd love to have people check us out.  [00:20:44] Sam Wilson: Awesome. Chris, thank you again for your time today. I certainly appreciate it.  [00:20:47] Christopher Linger: Appreciate it. Thanks a lot, Sam. We'll talk to you later.

Today I chatted with John Casmon, from Casmon Capital Group.John Casmon launched Casmon Capital Group to help busy professionals invest in real estate without taking on a second job. He has helped families invest close to $90M in multifamily apartments to create passive income, reduce their tax obligation, and foster generational wealth. John hosts the Multifamily Insights podcast. In addition, he is the co-founder of the Midwest Real Estate Networking Summit. As a former marketing executive, John oversaw marketing campaigns for General Motors, PepsiCo, and MillerCoors.  Episode Spotlights- John shares about hosting Multifamily Insights Podcast- Purchasing 506B & 506C deals worth $20M in 100 days- Dealing with risks associated with purchasing different kinds of assets in a short period of time- Do everything you can to engage your investor database- Determining the best business plan and loan product specific to the deal- Discussing current market trends Book Recommendations- Who Not How Connect with John:Linkedin:  https://www.linkedin.com/in/multifamily-apartments-john-casmon/Website: https://www.casmoncapital.com/sampledealPodcast: Multifamily InsightsGrab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media or  rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com

Kyle Swafford is a member of the Robinson Franzman LLP's corporate and commercial real estate practice groups and represents clients in a wide range of corporate and real estates matters such as real estate syndication, tax implications for real estate funds and investors, joint ventures, and commercial lending.Prior to joining the firm, Kyle was an International Tax Consultant II for Deloitte Tax in their International Tax Division.  Kyle also has several years of experience with both the Georgia Department of Revenue and the Internal Revenue Service in a range of taxation matters.  Kyle lives with his wife in West Midtown with their beautiful Blue Merle Australian Shepherd named “Sadie”.Episode Spotlights- Syndication versus Joint Ventures from securities POV- Difference between 506B and 506C Syndication- Switching between 506B and 506C- Restrictions for International Investors in SyndicationsConnect with Kyle Linkedin : https://www.linkedin.com/in/kyle-swafford-819a24bb/Email: kyle@rfllplaw.comPhone: 404-255-2503Grab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com

On today's podcast I had Bridger Pennington on. Bridger is the fund expert! This guy has trained students all over the country on how to start funds. We talked about all the differences of the various funds, wether it's private equity, hedge funds, real estate funds, 506B, and 506C. If you've ever wondered what all these terms mean, we go in-depth on it in this podcast! We also talk about conspiracy theories of how Blackstone and BlackRock operate, and why the fed is actually buying equities, like Google and houses. Why are they doing those things? We also talk about where interest rates are going, inflation, and other different topics you will be interested in! Then we go into crypto, NFT's, what it's going to look like in the Metaverse as finds gain notoriety and as  people raise funds to do things! It is a really good podcast and is one of my favorites that I've done!Follow Bridger on social media! Youtube -  @Bridger Pennington  Instagram - @bridger_penningtonBridger's Free Course - https://www.investmentfundsecrets.comJoin the Wealthy Way today and get access to my free course, planner, and discord community! https://wealthyway.com______________________________________________________Here's how my businesses can help you:For a free consultation with my team go to https://RyanPineda.comWant to be coached by me on real estate investing? Apply at https://futureflipper.comLet my company make you passive income through E-commerce Automation! Watch the case study at http://lunarecom.comJoin my free coaching program for real estate agents! https://wealthyagent.io/Need Tax and Accounting help? Contact my CPA Firm! https://TrueBooksCPA.com/You can invest in my real estate deals! Go to https://pinedacapital.com______________________________________________________My other social media channels:Subscribe to my main channel "Ryan Pineda" https://www.youtube.com/c/ryanpinedaSubscribe to my real estate only channel "Future Flipper" https://www.youtube.com/c/futureflipper1Follow me on Social Media: https://www.instagram.com/ryanpinedashowhttps://www.tiktok.com/@ryanpinedahttps://www.twitter.com/ryanpinedashow______________________________________________________Bridger Pennington grew up in Utah in an average household and was very ambitious. He started SIX different businesses his freshman year of college! He started a Chinese tutoring company, built websites for companies, and wholesaled houses. His dad set him up with a mentor to help guide him to his career in funds. His dad and the mentor were business partners in funds. Bridger was taught all about funds by his dad.  He and his dad started creating a fund when he was only 22 years old!  Bridger was tasked to gather investors and started by recruiting his dad! While his dad believed in the project, he did not end up investing in the fund. He wanted to teach Bridger how he needed to be able to get investors by himself without the crutch of his dad. With their first fund, they gave their investors a 64% return! Currently Bridger is launching a crypto fund. Bridger Pennington explains the difference between 506B and 506C funds. Funds don't file for exemptions like public companies. Regulations for funds are under Regulation D. In section 506, there are two additional categories - B and C. Most private money in raised through section 506B. This section is so popular because unlimited amounts of money can be raised through 35 non-accredited investors at a time, and an unlimited amount of accredited investors. A caveat of this section is that it cannot be publicly advertised! Section 506C is similar, but can be advertised and only accepts accredited investors. 

On today's podcast I had Bridger Pennington on. Bridger is the fund expert! This guy has trained students all over the country on how to start funds. We talked about all the differences of the various funds, wether it's private equity, hedge funds, real estate funds, 506B, and 506C. If you've ever wondered what all these terms mean, we go in-depth on it in this podcast! We also talk about conspiracy theories of how Blackstone and BlackRock operate, and why the fed is actually buying equities, like Google and houses. Why are they doing those things? We also talk about where interest rates are going, inflation, and other different topics you will be interested in! Then we go into crypto, NFT's, what it's going to look like in the Metaverse as finds gain notoriety and as  people raise funds to do things! It is a really good podcast and is one of my favorites that I've done!Follow Bridger on social media! Youtube -  @Bridger Pennington  Instagram - @bridger_penningtonBridger's Free Course - https://www.investmentfundsecrets.comJoin the Wealthy Way today and get access to my free course, planner, and discord community! https://wealthyway.com______________________________________________________Here's how my businesses can help you:For a free consultation with my team go to https://RyanPineda.comWant to be coached by me on real estate investing? Apply at https://futureflipper.comLet my company make you passive income through E-commerce Automation! Watch the case study at http://lunarecom.comJoin my free coaching program for real estate agents! https://wealthyagent.io/Need Tax and Accounting help? Contact my CPA Firm! https://TrueBooksCPA.com/You can invest in my real estate deals! Go to https://pinedacapital.com______________________________________________________My other social media channels:Subscribe to my main channel "Ryan Pineda" https://www.youtube.com/c/ryanpinedaSubscribe to my real estate only channel "Future Flipper" https://www.youtube.com/c/futureflipper1Follow me on Social Media: https://www.instagram.com/ryanpinedashowhttps://www.tiktok.com/@ryanpinedahttps://www.twitter.com/ryanpinedashow______________________________________________________Creating a fund can be a lengthy and intimidating process, so Bridger and I aim to make them seem a lot better through this podcast episode!Bridger Pennington grew up in Utah in an average household and was very ambitious. He started SIX different businesses his freshman year of college! He started a Chinese tutoring company, built websites for companies, and wholesaled houses. His dad set him up with a mentor to help guide him to his career in funds. His dad and the mentor were business partners in funds. Bridger was taught all about funds by his dad.  He and his dad started creating a fund when he was only 22 years old!  Bridger was tasked to gather investors and started by recruiting his dad!Bridger Pennington explains the difference between 506B and 506C funds. Funds don't file for exemptions like public companies. Regulations for funds are under Regulation D. In section 506, there are two additional categories - B and C. Most private money in raised through section 506B. This section is so popular because unlimited amounts of money can be raised through 35 non-accredited investors at a time, and an unlimited amount of accredited investors. A caveat of this section is that it cannot be publicly advertised! Section 506C is similar, but can be advertised and only accepts accredited investors.