POPULARITY
6 episodes with boardwalk wealth
3 episodes with boardwalk wealth
2 episodes with boardwalk wealth
2 episodes with boardwalk wealth
2 episodes with boardwalk wealth
2 episodes with boardwalk wealth
2 episodes with boardwalk wealth
2 episodes with boardwalk wealth
2 episodes with boardwalk wealth
Want to know how the top 1% build wealth in real estate without falling for the hype? Omar Khan, CFA, built a $760 million real estate empire through brilliant capital structuring, institutional partnerships, and operational excellence. Listen now and know how he gets real about landlord laws, coaching scams, and why cutting costs alone won't cut it. Key Takeaways To Listen For The global upbringing that shaped Omar's investing mindset Strategies on development, value-add acquisitions, and opportunistic takeovers How Boardwalk Wealth finishes 95% leased before other developers break ground An honest take on interest rates, recession risk, and compressed margins Why real estate is about preparation, not perfection Resources/Links Mentioned In This Episode Winning Ugly by Brad Gilbert | Kindle and Paperback About Omar Khan, CFAOmar Khan is the principal of Boardwalk Wealth and a seasoned investor with over a decade of experience in real estate and commodities. He has structured and advised on $3.7 billion in capital financing and M&A deals, raising more than $50 million in equity from private and institutional sources. A CFA charterholder and graduate of the Rotman School of Business at the University of Toronto, Omar leads investor relations and strategic partnerships. His track record includes closing over $250 million in assets across Texas, Georgia, Florida, and South Dakota. Connect with Omar Website: Boardwalk Wealth LinkedIn: Omar Khan, CFA Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
Season 2, Episode 6: In this episode of No Cap Podcast, hosts Jack Stone and Alex Gornik are joined by Omar Khan, founder of Boardwalk Wealth. Omar brings over $3.7B in capital financing and M&A experience, along with a track record of raising over $50 million in equity. He shares his journey from investment banking to commercial real estate, giving us valuable insights into his successful deals and why strategic partnerships and tax efficiency are crucial for multifamily investments. But the conversation doesn't stop there. We also dive into some of the most talked-about real estate news of the moment: Baron Trump's real estate ambitions, the Fed's ongoing interest rate decisions, and how the multifamily market is being shaped by inflation, tariffs, and other key market factors. CHAPTERS: 0:00 – Introduction 2:30 – Baron Trump's Real Estate Move 5:30 – Baron Trump Entering Real Estate 10:00 – Trump's Legacy & Policies 15:00 – Impact of Interest Rates on Real Estate 18:00 – Mortgage Rates & Buyer Impact 23:00 – North Dakota Tax Breaks & Appeal 26:00 – Investing in Secondary Markets 32:00 – Real Estate Strategies for Smaller Markets We want to thank our sponsor Greysteel. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
Omar Khan is a Returning Champion - the Founder and Managing Partner at Boardwalk Properties. Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $450 million of assets across TX, GA, FL, and SD.In this episode, we talked about:• Omar's Bio & Background• Canada vs America's Entrepreneurship• Initial Steps in Real Estate Investing• Asset Classes• Agency Debts• Forecast for Retail, Industrial, and Multifamily Asset Sectors• The Impact of Current Macroeconomic Changes on Omar's Investment Philosophy• 2024-2025 Outlook and Opportunities for InvestorsUseful links:https://www.boardwalkwealth.com
In this episode, Axel interviews Omar Khan, the Founder of Boardwalk Wealth, a prominent figure in the real estate market with over $500MM in multifamily transactions. They discuss his journey from Canada to the US and delve into his experiences, shedding light on key aspects of his real estate career, including the critical role of networks. Omar Khan shares insights into various facets of his real estate journey, including raising funds for his initial 138-unit project, operating and optimizing properties himself, venturing into multifamily development, and maintaining a flexible exit strategy for projects. He highlights the importance of networking, trust-building, and the urgency required in the real estate business. Dive in! You will gain valuable knowledge about Omar's unique approach to real estate, his two verticals of multifamily transactions and development, and the significance of networks and adaptability in navigating the dynamic real estate market. What you will learn if you listen to the episode: How Omar entered the real estate market. Omar's approach to real estate investment, including raising funds, operating properties, and developing a flexible exit strategy. The importance of building and leveraging networks in the real estate industry. Omar's extensive experience in multifamily real estate transactions, exceeding $500 million. How Omar transitioned into multifamily development and the factors that drove this decision. About the minimum investment requirements for those interested in investing with Omar Khan and Boardwalk Wealth. Valuable advice for individuals in the real estate industry, especially those facing challenges or contemplating scaling their businesses. The significance of adaptability and flexibility in navigating the ever-changing real estate market. About the process of building trust with investors and partners in real estate deals. How Omar effectively managed properties, including a 138-unit project. SUPPORT US ON PATREON! patreon.com/realestateeffect and become a part of our real estate family! You'll get access to exclusive content, monthly virtual meetings [Ask me anything!], special events and more! And please subscribe to the show, share it with a friend and send us feedback. Visit www.realestateeffect.ca and follow me on IG @monsaxel
On this encore episode of the Passive Income Attorney Podcast, Seth is joined by Omar Khan as they take a deep dive into using a qualitative approach to vetting a sponsor when considering an investment into your next passive real estate deal. Seth and Omar also examine what you can look for in the sponsor's underwriting that may save you from a bad investment. They also discuss what you should expect from a quality operator AFTER closing. Omar is a master investor and the founder of Boardwalk Wealth, a private equity firm based in Dallas, Texas. Enjoy the episode! “Measure twice, cut once, and be a little patient.” HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ From the finance world to commercial real estate ✅ Quantitative vs. qualitative approach to vetting a sponsor ✅ Red flags to look out for when vetting a sponsor ✅ Important points to look for in underwriting ✅ What you can expect AFTER closing the deal ✅ And so much more! ABOUT | OMAR KHAN: Omar Khan is the founder of Boardwalk Wealth. Omar is responsible for capital raising, strategic planning, and investor relations. He has over ten years of global investment experience. He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a Bachelor of Commerce in Finance. Omar moved from Canada and lives in Texas with his wife and newborn son. FIND | OMAR KHAN: Website: https://www.boardwalkwealth.com/ Facebook: https://www.facebook.com/boardwalkwealth Linkedin: https://www.linkedin.com/in/omark1/ Instagram: https://www.instagram.com/boardwalkwealth/ YouTube: https://www.youtube.com/boardwalkwealth ✈️ CONNECT | SETH BRADLEY:
On this encore episode of the Passive Income Attorney Podcast, Seth is joined by Omar Khan as they take a deep dive into using a qualitative approach to vetting a sponsor when considering an investment into your next passive real estate deal. Seth and Omar also examine what you can look for in the sponsor's underwriting that may save you from a bad investment. They also discuss what you should expect from a quality operator AFTER closing. Omar is a master investor and the founder of Boardwalk Wealth, a private equity firm based in Dallas, Texas. Enjoy the episode! “Measure twice, cut once, and be a little patient.” HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ From the finance world to commercial real estate ✅ Quantitative vs. qualitative approach to vetting a sponsor ✅ Red flags to look out for when vetting a sponsor ✅ Important points to look for in underwriting ✅ What you can expect AFTER closing the deal ✅ And so much more! ABOUT | OMAR KHAN: Omar Khan is the founder of Boardwalk Wealth. Omar is responsible for capital raising, strategic planning, and investor relations. He has over ten years of global investment experience. He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a Bachelor of Commerce in Finance. Omar moved from Canada and lives in Texas with his wife and newborn son. FIND | OMAR KHAN: Website: https://www.boardwalkwealth.com/ Facebook: https://www.facebook.com/boardwalkwealth Linkedin: https://www.linkedin.com/in/omark1/ Instagram: https://www.instagram.com/boardwalkwealth/ YouTube: https://www.youtube.com/boardwalkwealth ✈️ CONNECT | SETH BRADLEY:
Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $250 million of assets across TX, GA, FL, and SD.Connect with Omar : https://www.boardwalkwealth.com/Support the show
When it comes to making money, flexibility is a key ingredient because things are always changing and fluid. Right now, despite signs of huge distress, rising interest rates, and economic volatility, prices for most Real Estate assets are still priced too high for experienced, disciplined investors to pay. As a result, there's a lot of dry powder in the market, especially with smart intuitions and Private Equity. Many are pivoting from acquisitions to ground up development. Omar Kahn, Managing Partner of Boardwalk Wealth, has diversified from multifamily acquisitions to doing a 1200 unit ground up development is Sioux City, South Dakota. He also opened three franchised healthy food restaurants in Central Florida.
In this Topical Tuesday's episode, I spoke with Omar Khan who is the founder of Boardwalk Wealth and is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $350 million of assets across TX, GA, FL, and SD. Be sure to tune in if you're interested in learning about: The most important KPI's are that are important to his firm from an asset management standpoint The best marketing strategies for leasing up vacant units Questions that LPs should ask sponsors to understand their operational capabilities To your success, Tyler Lyons Resources mentioned in the episode: Omar Khan Website Interested in investing in ATMs? Check out our webinar. Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital? Check out our new FREE webinar - How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group
Omar is the founder and principal at Boardwalk Wealth, a Dallas-based private equity firm connecting international investors with US-based multifamily real estate opportunities. Lead by Omar, Boardwalk Wealth has managed over $350+ million of multifamily real estate transactions. He has advised on ~$4.0 billion in capital financing and M&A transactions in commercial real estate and commodities. He is the exclusive advisor for high net-worth families and international entrepreneurs on their US-based real estate portfolio allocations. As a CFA charterholder, Omar has extensive experience in valuation across commodities and real estate in 3 countries. Get in touch with Omar: www.boardwalkwealth.com www.linkedin.com/in/omark1 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/
So I am a proud member of EO Dallas, that's Entrepreneurs Organization, where I meet amazing people all the time. I met Omar Khan with Boardwalk Wealth a little while ago and invited him on my show. He is on a fascinating journey when it comes to commercial real estate.
Omar Khan is the Founder and CEO of Boardwalk Wealth, and he's talking to us today on Real Estate Investing for Medical Professionals about asset management – one of the most overlooked, undervalued components of property syndication. Omar has advised on $3.7 billion in capital financing. His investment experience across real estate and commodities shines through in this insightful conversation with Viking Capital's Colm McEvilly as he expresses the importance of understanding the fundamentals of asset management and seeing tenants as satisfied residents of a community. Nuance is critical to Omar's understanding of asset management as he explains why it's not just one key metric that needs consideration when weighing up the pros and cons of any deal. For example, is it worth pushing up the price of parking on your property if that causes a 20% decrease in occupancy? How you weigh the little things up against each other and how you pay the people you work with well – and treat them with respect – are all covered by Omar in this episode. More importantly, he illuminates our understanding of what asset management is by asking us to reflect on what we consider assets to begin with. This is a masterclass in human relations with some practical tips on seeing your property as a valuable asset that needs to be managed with clinical oversight and attention to detail. “Banish – literally banish – the word 'tenant' from your vocabulary.” ~ Omar Khan In This Episode: - Why investors need to know how the sausage is made - Understanding the core fundamentals of investing and asset management - Why it pays to hold onto assets nine times out of ten - The value in creating a community of satisfied residents - Why it's important to pay people properly in property management - The importance of understanding nuance when it comes to asset management - What is the long-term consequence if you DON'T do something for your property? - Asking yourself 'Why?' three or four times to get to the root cause of an issue - Omar's Top 5 Rules - Building strong relationships leads to having a stellar reputation - Why teamwork makes the dream work - Manage your Capex like your hair is on fire! - Appreciating that the work you do is a "for profit" exercise - Omar shares his dashboard spreadsheet data 'quilt' - Rebranding your property if it only has three stars on Google Reviews - Why your 'rent roll' is a key to success - Why renovations are a proven, value-add process - Sioux Falls, Brighton Farms, and Lakewood Oaks property management case studies Connect with Omar Khan: - Website - www.boardwalkwealth.com Connect with Viking Capital: - Website - https://www.vikingcapllc.com/ Connect with Ravi Gupta: - LinkedIn - https://www.linkedin.com/in/ravi-gupta-md-a23677107 - Email - rgupta@vikingcapllc.com
Technical skills are necessary but not enough to succeed in business or a career without also developing relationships and expanding your network which is equally important for progress. Having people who will mentor you and open up opportunities for you is essential for your growth. Real estate is a prime example of how relationships and networking can drive successful outcomes. In this episode, Omar Khan shares his story of transitioning from corporate to entrepreneurship in real estate. He talks about why he wishes he hadn't waited for the perfect timing to take that leap, and how his wife embraced the change. He explains that having technical skills is only part of a career or business venture; one needs relationships and networking too. Omar also shares strategies on how to build wealth through real estate investments. Let's jump in Snapshot of the Key Points from the Episode: [03:35] Omar's backstory, how he got into real estate, and what he does today. [08:10] How hard was it for Omar to transition from corporate to entrepreneurship? [13:06] The business side of what Omar is currently doing. [16:47] The basics of wealth management. Different roads to wealth creation. The old way vs. new ways of thinking in terms of creating wealth. [23:30] The steps of investing in real estate. About Omar Khan - Omar Khan (via his company Boardwalk Wealth) helps high-income earners make tax-friendly passive income through private, off-market investments... mainly commercial real estate. Commercial, in this case, means apartment complexes -- which, in our industry, are called "multifamily" apartments. Omar has advised on $3.7 billion in capital financing and M&A transactions and secured $50+ million in equity from private and institutional capital. He is a graduate of the Rotman School of Business (University of Toronto) and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, Omar has closed on over $250 million of assets across TX, GA, FL, and SD. He was born in Dubai to a family of multi-generation real estate investors from Pakistan. He has lived in Pakistan, Canada, and the USA since then. Omar currently lives in Dallas with his physician wife and two sons. How to connect with Omar Khan: Website: https://www.boardwalkwealth.com/ Instagram: https://www.instagram.com/boardwalkwealth/ LinkedIn: https://www.linkedin.com/in/omark1 Facebook: https://www.facebook.com/boardwalkwealth About the Host: Ann Carden is a highly sought-after Expert Business Growth Consultant, Marketing Strategist, three-time published Author, and a #1 Bestselling Author, and Professional Speaker for small businesses and entrepreneurs. With more than forty-one years of business experience and coaching and consulting hundreds of coaches, entrepreneur's and owners in more than forty different industries to more success, Ann knows what it takes to succeed in all areas of business. After spending thirteen years in corporate business management, Ann started her journey as an entrepreneur building businesses for herself for twenty-nine years. Her first business started out of financial hardship and Ann was able to propel that business into the international market (before the internet.) After selling that business, she went on to start and build five more businesses to succeed. She has sold those businesses and today has a passion for helping small business owners and entrepreneurs build their success. She has been featured on the affiliates of ABC, NBC, CW, and FOX, among many other media outlets. Her articles have been published on Small Business Trendsetters and Business Innovators Magazine, and she has been a featured guest on multiple podcast shows such as; “Business Innovators Radio” podcast which can be heard at: BusinessInnovatorsRadio.com/Ann-Carden. She was also chosen as one of the top coaches in the world by Six-Figure Coach Magazine. Through the years Ann has educated thousands of professionals through speaking, workshops, seminars, and online platforms as a Speaker. How to Connect with Ann Carden: Website: https://anncardencoaching.com Linkedin: http://www.linkedin.com/in/business-consultant-coach Youtube: https://www.youtube.com/anncarden Facebook: https://www.facebook.com/Ann-Carden-A-Carden-Inc-110882230558068/ Grab Ann's free Masterclass at www.expertinyou.us
Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation With multi-family today, there will always be risk but if you are a good operator, you should still be able to get projects done despite the risk and uncertainty. That's why today we talked to our guest Omar Khan about how to do exactly that in times like these. Omar is Managing Principal and Founder of Boardwalk Wealth. He has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. A CFA charter holder with 10+ years of investing experience across real estate and commodities. Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $250 million of assets across TX, GA, FL, and SD. Don't miss out on the opportunity to level up your multi-family game! Join us today as we listen to Omar Khan's expert advice on how to conquer the multi-family market despite risk and uncertainty. Learn the insider secrets to identifying the biggest threats, becoming a top-notch operator, and securing your future with the upcoming "The Multifamily Wealth Project" event. Take action now and secure your success in the multi-family market! TIMESTAMPS 01:07 - Guest Introduction: Omar Khan 02:09 - How things are on the real estate side 04:51 - Change in lending for multifamily deals 09:52 - The biggest risks in the market right now 13:19 - How do I know who's a good operator? 16:47 - Risk in REITs 19:29 - How this will look like in the next 12 months 22:27 - Money on the sidelines will chase assets 24:26 - The multifamily wealth project 29:05 - Wrap up 30:39 - Outro Connect with the Guest: Website: https://www.boardwalkwealth.com/ Linkedin: https://www.linkedin.com/in/omark1/ Instagram: https://www.instagram.com/boardwalkwealth/ Twitter:https://twitter.com/boardwalkwealth #MultifamilyWealthProject #identifyingthebiggestthreats #topnotchoperatorofproperties
With many factors affecting the real estate business landscape characterized by wide and rapid fluctuations of market prices and interest rates, it is imperative for multifamily syndicators to be able to adapt to the fast-paced changes so that they can minimize risks and losses and still keep a profit margin. Therefore, as syndicators, we should learn tools, strategies, and techniques that will keep our real estate businesses running at an optimal level in any economic environment. We are joined today by successful real estate investor and principal of Boardwalk Wealth, Omar Khan, to bring to you the latest issues that challenge multifamily syndicators in today's inflationary environment. Omar shares how his company responds to the shifts in the economy and government policies that affect the housing markets and how they even raise the bar in multifamily operations. Find out what tools and techniques they use to manage their assets efficiently. Learn what types of loans best suit their current acquisitions. Listen to the end and discover how to turn a good investment into a great one. All these and more in today's episode so tune in now! Key Points from This Episode: How to join Omar's mailing list and regularly receive valuable content in your email Omar and Tyler talk about inflation, the skyrocketing prices of commodities, and rising interest rates. What differences does Omar see in today's financing of multifamily deals compared to six months ago? How does Omar manage and make projections given the constrained yield and loan-to-value brought about by the limited debt service coverage ratios and high-interest rates? Where does Omar currently source floating-rate debt for acquisitions? Does Omar anticipate compressed yields or an appetite from investors for lower yields? How can strategic asset management turn a good investment into a great investment or a poor investment into a good investment? Omar emphasizes the importance of having systems, structures, and processes, as well as training your team in strategic asset management. What tools and technology does Omar's company utilize for a more effective and efficient operation? Omar shares their expense optimization process and how they manage taxes and insurance. Omar talks about their optimal approach to managing renovation schedules. How does Omar communicate his vision and business plan to his team and how he sees through the execution of the business plan? What is Omar doing differently today versus his process one or two years ago to raise the bar in asset management? Omar's contact information Tweetables: "Turn a good investment into a great investment with strategic management." - Tyler Chesser “This is the time we minimize risk, not enhance your profit.” - Omar Khan “Balance speed with cost in managing renovation schedule.” - Omar Khan “90% of success in this field is merely just being organized and showing up on time,” - Omar Khan “Number one is finding the right people. Number two is standardizing and templating the processes.” - Omar Khan “You have to let your team take control. If you just show up and do everything, your team can't do anything. And then when you go away, your team's gonna collapse.” - Omar Khan Links Mentioned Omar Khan on LinkedIn Boardwalk Wealth About Omar Khan Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $250 million of assets across TX, GA, FL, and SD. --------------- Are you a real estate investor looking to elevate your income, freedom & lifestyle? If so, optimize your daily performance by downloading our free guide, Raising the Bar - 5 Steps to Elevate Your Habits, at elevatepod.com. In this guide, created by your host Tyler Chesser, you'll learn why you do what you do, how to easily institute cues in your environment to trigger desired behavior, directly applicable steps to create a fulfilling future and much more. Get your free copy at elevatepod.com and kick-start your new habits today. Your future self will thank you! This episode of Elevate is brought to you by CF Capital, a national real estate investment firm. CF Capital's mission is to provide property investment and asset management solutions to help investors like you maximize their returns by investing in high-value multifamily communities. If you are looking for risk-adjusted alternative investments in quality apartment communities, and are seeking tax optimized cash flow with appreciation upside without all the hassle of management, you might benefit from learning more about investing alongside our team. You're invited to reach out and learn how you can invest with us by visiting cfcapllc.com. We're also currently offering a free ebook called The Bottom Line - 10 Ways to Increase Cash Flow in an Apartment Complex. Whether you're a new or an experienced investor, we're confident you'll find massive value in this resource. Get your free copy today at cfcapllc.com.
Before social media and technology took the industry by storm, capital raising and real estate investing was something that demanded extensive networking and groundwork. However, as the digital space has continued to expand, many investors are finding success in raising capital by building thought leadership platforms, creating a strong online presence, and leveraging other people's platforms to get themselves out there. Today's guest is an expert when it comes to building your online presence and reputation as a real estate investor. Matthew Baltzell formerly hosted Real Estate Journeys (114 episodes), a Top 400 Business Podcast and is a real estate investor with a portfolio of 743 units. Currently he works as an Asset Manager at Boardwalk Wealth, a private equity company based in Dallas, Texas which specializes in acquiring large multi-family apartments. During the episode, we talk to Matthew about how capital raising has changed in the modern digital age, and he breaks down what your digital footprint is, and why it's important when it comes to building credibility online. He also emphasizes the importance of having multiple touchpoints, having a strong call to action, and the do's and don'ts of being both a podcast host and podcast guest. For anyone who might be hesitant to start putting themselves out there, but understands how crucial it is to do so, this is the episode for you! Connect with Matthew: Website: https://elitepodcastbookings.com/ Instagram: https://www.instagram.com/matthewbaltzell/ Twitter: https://twitter.com/MatthewBaltzell If you want to download our FREE 3-Step Passive Investing Checklist, go to Follow Us: @donisbrothers on Instagram, Twitter, Facebook @Donis Investment Group on Linkedin Website – https://www.donisinvestmentgroup.com/ https://www.donisinvestmentgroup.com/checklist
Before social media and technology took the industry by storm, capital raising and real estate investing was something that demanded extensive networking and groundwork. However, as the digital space has continued to expand, many investors are finding success in raising capital by building thought leadership platforms, creating a strong online presence, and leveraging other people's platforms to get themselves out there. Today's guest is an expert when it comes to building your online presence and reputation as a real estate investor. Matthew Baltzell formerly hosted Real Estate Journeys (114 episodes), a Top 400 Business Podcast and is a real estate investor with a portfolio of 743 units. Currently he works as an Asset Manager at Boardwalk Wealth, a private equity company based in Dallas, Texas which specializes in acquiring large multi-family apartments. During the episode, we talk to Matthew about how capital raising has changed in the modern digital age, and he breaks down what your digital footprint is, and why it's important when it comes to building credibility online. He also emphasizes the importance of having multiple touchpoints, having a strong call to action, and the do's and don'ts of being both a podcast host and podcast guest. For anyone who might be hesitant to start putting themselves out there, but understands how crucial it is to do so, this is the episode for you! Connect with Matthew: Website: https://elitepodcastbookings.com/ Instagram: https://www.instagram.com/matthewbaltzell/ Twitter: https://twitter.com/MatthewBaltzell If you want to download our FREE 3-Step Passive Investing Checklist, go to Follow Us: @donisbrothers on Instagram, Twitter, Facebook @Donis Investment Group on Linkedin Website – https://www.donisinvestmentgroup.com/ https://www.donisinvestmentgroup.com/checklist
Join Mike Cavaggioni with Omar Khan on the 122nd episode of the Average Joe Finances Podcast. Omar shares his strategies for developing strong relationships with private and institutional investors, brokers, and strategic partners.In this episode, you'll learn:How Boardwalk Wealth is purchasing businessesThe difference between real estate assets and business assetsHow to negotiate with future investorsWhat characteristics to look for reliable operatorsAnd so much more!About Omar Khan:Omar Khan, CFA is the Founder & Managing Partner of Boardwalk Wealth, a private equity firm specializing in multifamily apartment syndications as well as quick service restaurants, in addition to other alternative investments.Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, he has closed on over $250 million of assets across Texas, Georgia, Florida, and South Dakota.Find Omar Khan on:Website: https://www.boardwalkwealth.com/Facebook: https://www.facebook.com/boardwalkwealthInstagram: https://www.instagram.com/boardwalkwealth/LinkedIn: https://www.linkedin.com/in/omark1/Youtube: https://www.youtube.com/boardwalkwealthAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksTools and resources I use:CRM Tool: www.averagejoefinances.com/crmPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinancesFind a REALTOR® in any state: www.averagejoefinances.com/realtorMake Real Estate Investing Easier with DealMachine: www.averagejoefinances.com/dealmachinePodcast Hosting: www.averagejoefinances.com/buzzsproutPodcast Editing Services: www.editpods.com*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://www.averagejoefinancespod.com/episodes--------------Tropical Sensation by Mike Leite soundcloud.com/mikeleite Creative Commons - Attribution 3.0 Unported - CC BY 3.0 Free Download/Stream: https://bit.ly/-tropical-sensationMortgage Connects, an MGIC PodcastInsights and tips from top mortgage industry pros!Listen on: Apple Podcasts SpotifySupport the show
Today, people will learn how to adapt to specific changes in the market that affect people's criteria for purchasing. Omar Khan runs a company called Boardwalk Wealth. He excels in systemic operational excellence, born from deep local connections and psychological analysis.Be adaptive by how Omar Khan explains to us, detailedly, his financial analysis, his underwriting, and a lot of what he does to ensure he manages many financial aspects. Hope you enjoy this episode as much as we enjoyed recording it! Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!Key Points from This Episode: Omar shares how his family inspired him to pursue real estate. What are Oman's first projects in the industry? Omar tells us how people can build relationships and develop reputations by finding deals. Omar talks about building financial aspects: How to outsource and get the right financing. What are the processes of outsourcing materials in terms of capital structures? Omar shares how the development and professions cannot be great every month. Omar shares how and why he restricts his children from watching the news. Omar mentions how actions could lead to consequences. How does Omar define accredited investors? Omar talks about their asset management and operation and why it is their forte. Tweetables: “Not every month is the greatest month of your life.” - Omar Khan “You've gotta be consistent. You've gotta show up all the time.” - Omar Khan “ If you are complaining about resources, you just have to be more resourceful.” – Tejas Gosai“You learn a lot just to the process of just observation.” - Omar Khan“You just deal on it, and you keep going, and things get better to keep going.” – Omar Khan Links Mentioned:Real Estate investor MBABoardwalk Wealth: Private Equity Firm | Passive Investments About Omar KhanOmar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $250 million of assets across TX, GA, FL, and SD.
About Matthew:He is a real estate investor with a portfolio of 743 units and 4 years of asset management experience. He is also the former host of Real Estate Journeys, a Top 400 Business Podcast. With his vast experience in podcasting and real estate, he founded Elite Podcast Bookings a company that specializes in helping real estate investors attract more capital and become thought leaders. Currently he works an Asset Manager at Boardwalk Wealth, a private equity company based in Dallas, Texas which specializes in acquiring large multi-family apartments.Matthew is a coffee sommelier and loves a good AmericanoLinks From The Podcasthttps://elitepodcastbookings.com/linkedin.com/in/matthew-baltzell-56586721Email balt9298@gmail.comTwitter MatthewBaltzellmatthew@elitepodcastbookings.comhttps://www.peer2peerrealestate.comhttps://www.facebook.com/peer2peerrealestate@Williamp2pre (Twitter)https://www.linkedin.com/in/williemorales/Book(s)recommendedThe Alchemist - Paulo Coelho Rich Dad Poor Dad- Robert Kiyosaki Thank you Matthew for being on the podcast.What did you think about today's subject? Please go to apple podcasts look for us at peer 2 peer real estate podcast, please subscribe and leave a review. Don't give up on your dreams, fight for it and guard it. Keep the momentum going, Good things will happen. Thanks for listening and be safe Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Omar Khan & William Robinson discuss occupational strategies for self improvement.Join our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.instagram.com/diary_of_an_apartment_investor This episode originally aired on August 19, 2022----Your host, Brian Briscoe, has been a general partner in 655 units worth $50 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on LinkedIn----Omar KhanOmar is the founder and principal at Boardwalk Wealth, a Dallas-based private equity firm connecting international investors with US-based multifamily real estate opportunities. Lead by Omar, Boardwalk Wealth has managed over $175+ million of multifamily real estate transactions. He has advised on ~$4.0 billion in capital financing and M&A transactions in commercial real estate and commodities. He is the exclusive advisor for high net-worth families and international entrepreneurs on their US-based real estate portfolio allocations. As a CFA charterholder, Omar has extensive experience in valuation across commodities and real estate in 3 countries.Learn more about him at: https://www.boardwalkwealth.com/----William RobinsonWilliam Robinson is the successor of Realty411: a real estate investment education business. A conservative Investor as well as an up and coming operator and capital raiser, William is here for the long run. Day to day, William can be found talking to investors, brokers, lenders, and many other industry professionals. William aspires to be one of the youngest in the business that can play ball with even the best of them. Coming from humble beginnings, William understands what it's like to build from the ground up, so it comes naturally to him to keep the best interest of others at heart. Whether more or less successful, William is always looking for ways to help out. Outside of professional life, William enjoys Snowboarding, backpacking, cooking, traveling, and of course reading books.Learn more about him at: https://realty411.com/
Welcome back! Our guest today is Matthew Baltzell. Mathew formerly hosted Real Estate Journeys with over 114 episodes, a Top 400 Business Podcast, and is a real estate investor with a portfolio of 743 units. Matthew, currently works as an Asset Manager at Boardwalk Wealth, a private equity company based in Dallas, Texas which specializes in acquiring large multi-family apartments. Fun Fact: Matthew is a coffee sommelier and loves a good Americano. [00:00 - 06:34] Opening Segment Matthew Baltzell is the CEO and founder of Elite Podcast Bookings, which helps real estate investors attract more capital and deal flow through podcasting. He started originally with Single Family Homes He left the United States and moved to GermanyHe got married in Thailand and had a kidMatthew got involved in Commercial Real Estate and is not currently here in the US. He started investing through the Bigger Pockets meet-up Group from there he was able to involve himself in a private equity firm through asset management and started a podcast. From there he founded Elite Podcasts Booking. [06:34 - 12:59] Now is the Time to Start Podcasting Matthew shares how he started his podcast He considers Podcasting as one of the fastest ways to build your network and learn new things. He was able to connect with other people in the real estate industry The average podcast doesn't make it past 13 episodes And the people who have succeeded on this platform have the most consistency over time. Analog vs digital: The old school way is analog, While the digital way is where you can go on one podcast and have 365 episodes per year with a possibility of 300,000 downloads or listens per year There are people who find podcasting is not for them, but there are people who are consistently out there podcasting and they realize the value of being on a podcast. Through podcasting, Matthew's company was able to help other real estate investors leverage their platform. [12:59 - 19:10] How to make your first impression on a podcast as a successful guest One of the biggest mistakes real estate investors make is not podcasting and not engaging with their audience Matthew shares tips on creating a good Call To Action and how to handle materials for effective content. Podcasting is a great way to connect with your audience and build relationships The best guests are those who have good audio and visuals, and who are direct with their listeners [19:11 - 24:50] Closing Segment Reach out to Matthew Links Below Final Words Tweetable Quotes “The time to start working out is two years before you have a heart attack. Not when you have a heart attack, The time to tell somebody you loved them is today, not when they're dead.” - Matthew Baltzell “The people that consistently are out there podcasting. They know, and they realize the value of being on podcasts.” - Matthew Baltzell ---------------------------------------------------------------------------- Connect with Matthew visit their website www.elitepodcastsbookings.com Enter the promo code “SAM” and get a 25% discount for the first month of their service. 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: [00:00:40] Sam Wilson:Matthew bald sell is the CEO and founder of elite podcast bookings, which helps real estate investors attract more capital and deal flow through podcasting. Matthew, welcome to the show, Sam. Pleasure to be here, man. The pleasure's mine, there are three questions. [00:00:53] Sam Wilson: I ask every guest who comes in the show in 90 seconds or less. You tell me, where did you start? Where are you now? And how did you get there? [00:00:58] Matthew Baltzell: Yeah. So where did I start? I originally started in single family homes fast forward, about 10 years after that 2000 or eight years after that 2016, I left the United States failed, attempt to move to Germany. [00:01:10] Matthew Baltzell: Wound up in Thailand, got married, fell in love, had a kid got involved in commercial real estate. And now I'm currently here. What was the other part of the question? Start? How did I get there? Yeah, so I I started investing. All right. Basically I started a bigger pockets meetup group. And from there I was able to connect, getting involved in a private equity firm. [00:01:32] Matthew Baltzell: Asset management started a podcast. One thing led to another, and now I created a elite podcast booking to help real estate investors attract more capital deal flow, et cetera. [00:01:41] Sam Wilson: That is, I love the journey. Like there's a lot of moving pieces there. And I like the fact that you said, Hey, there was a failed attempt at what was it failed attempt at moving to Germany. [00:01:50] Matthew Baltzell: Yeah. Failed attempt for sure. [00:01:52] Sam Wilson: What do you think your secret is? I mean, that's a lot of like, go left turn, right? Uhoh this didn't work, but that did, but how did you keep on, like what was it that kept you moving forward? [00:02:01] Matthew Baltzell: You hear people talk about like, I don't know, they're north star, you're basically your gut. [00:02:05] Matthew Baltzell: Right? Right. So if your gut says, like, you know something about this property, I really like, right. You can't put your finger on it, but you know, like you can make this work, right. You can always make something work. And for me, like, I kind of just let my gut dictate. Right. So I knew that I wanted to live in abroad and I wanted to go, I thought I wanted to live in Germany. [00:02:26] Matthew Baltzell: And then, just scratching that itch is like, if I'm not, if I don't scratch that itch, I don't know what's gonna become of it. Right. And like I said earlier, I got involved in private equity while I'm abroad. So, you would think if you live in Denver, Colorado, and you wanted to get a job in private equity, maybe you would go to like a bigger pockets meetup, or you'd go to your local meetup, et cetera. [00:02:46] Matthew Baltzell: And you'd kind of get your foot in that way. It doesn't necessarily make sense to move halfway around the world to Thailand, to back channel your way into commercial real estate. And so, doing that, pushing myself. Kind of leading myself to, always doing what I kind of wanted to do if I'm interested in something that I go after it, and I don't necessarily know what stems from it. [00:03:04] Matthew Baltzell: And I think a lot of people fear that of the unknown. Right. So when you fear something of the unknown, you just could become reserved. It's like, Hey, Sam, I wanna buy you a cup of coffee and I want you to walk me through this deal the whole time. So I feel safe and maybe we can make a little bit money, but I'm kind of too scared to do it on my own. [00:03:22] Matthew Baltzell: Right? Right. People are afraid to venture out from their comfort zone, but when you step farther out on the curve, that's where you make the biggest leaps and find the most success within, your personal self your finances, relationships, et C. [00:03:35] Sam Wilson: Talk to me about the jump from commercial real estate. [00:03:37] Sam Wilson: So you're involved in a PE firm, which I think is hysterical. Like you said, who moves halfway around the world to go get into a PE firm. That's probably buying real estate here in the United States. I'm guessing. Yes. [00:03:47] Matthew Baltzell: Yeah. So I. I created. So I was trying to reverse engineering. This was back in 2000 in 18 ish, like the beginning of 2018, everybody was talking about multi-family. [00:03:56] Matthew Baltzell: I was thinking of my next move. And I was like, okay, I wanna get involved in multi-family. How do I start? So I was trying to think outside the box and I started a meetup, through bigger pockets, right? So it was like six to eight members. And one of the pers one person that. Everybody else was back in the United States, by the way. [00:04:12] Matthew Baltzell: And one person that didn't join was like, Hey, I want to I'm following your progress. I wanna introduce you to somebody, which was the main principle of the private equity firm. That was just starting off. I started doing some underwriting. I started doing basically some advertisements, et cetera, basically leading with value. [00:04:29] Matthew Baltzell: Wasn't asking for anything in return. One thing LEDs to another, it was like, Hey, why don't we put you on the website? Hey da, da, da. And I'm like, so I'm working here. Okay. Like, alright. And so I got my foot in that way, started helping out with asset management and, it's just like, there's no difference if you're in Denver, Colorado, or Texas. [00:04:46] Matthew Baltzell: If you can show up to the meetings on time, look at the, financials, show up to the meetings, make sure projects are on time. I mean, that's all really, it is. So there's really no difference. So you're living in California. Investing in New York or you're living in Thailand and you're still acquiring properties in Atlanta, Georgia, and Florida, et cetera. [00:05:03] Sam Wilson: Right, right. That's cool. I love that. When did you figure out that you were onto something with podcasting? [00:05:08] Matthew Baltzell: Yeah. So my original podcast that I had was it's called real estate journeys. It had about 114 episodes. And what I saw from podcasting then is one, it was a great networking tool. From my, just from my own show, I met some really cool people within the real estate industry that I still talk to this day over social media. [00:05:29] Matthew Baltzell: and it was just a great way to network. And then I saw people trying to pitch to get on my show, trying to get people onto other, or myself going onto other shows. And I kind of just saw this like, process of basically being kind of fragmented, right. People are trying to attract more deals or trying to do more podcasting, et cetera. [00:05:46] Matthew Baltzell: I mean, you look, or you look at Joe FRAs, right. He had the longest running single day podcast and then Whitney, so is like, okay, like I'm gonna do the exact same thing and now he's blowing up. And then everybody starts trying to. duplicate that process. But what you see is, yeah, there you go. You're point to yourself. [00:06:02] Matthew Baltzell: People can't see that, but what you see is the people that have the most consistency over time they have the most success right. And then you always have muddied waters in the beginning, whether it's the first couple episodes, the average podcast, doesn't make it past 13 episodes. [00:06:15] Matthew Baltzell: Wow. So if you continue to basically network like you're doing right now, you have a platform and over time, when you go to put out a deal, You've already developed your network and you can raise 1, 2, 3, 4, 5 million now for a deal, as opposed to like, oh, now I have a deal. Now I'm gonna go on podcast. Now I'm gonna post on link, LinkedIn, you should be doing all these things before they even start. [00:06:40] Matthew Baltzell: The time to start working out is two years before you have a heart attack. Not when you have a heart attack, the time to tell somebody you loved them is today, not when they're dead. You know what I'm saying? Right. [00:06:50] Sam Wilson: Absolutely. Absolutely. No, I love that. And I think that's one of the things that people who don't podcast, probably don't see as a benefit is just the networking side of it. [00:06:58] Sam Wilson: I mean, it's been for me the single fastest way I've grown, my network is by podcasting. This is, again I'm copy and paste. There's no or, success leaves clues. So. I'm following Whitney, I'm following Joe and running a daily show. And it's like, okay, that's 365 new guests a year. [00:07:14] Sam Wilson: It's like, okay, this is really cool. Like I am learning and building. And again, like you said, I think that's something that people overlook. When, if they're if they're looking to start a podcast or looking to get into it, That's gonna be your primary benefit outta the gate is building your network and not necessarily, going out and while you do raise more money, I think that's the primary benefit you get is just building your network. [00:07:32] Sam Wilson: And that should be it. [00:07:33] Matthew Baltzell: Yeah, for sure. And I think people make the mistake of like, Let's say you have a daily podcast or you do have a daily podcast or I, Joe fearless has a daily podcast and people think like, oh, who am I? Who am I to raise capital? Or who am I to have a podcast? Nobody's gonna wanna listen to me. [00:07:48] Matthew Baltzell: Right. Right. But you are an individual, right? Yes. It might be a copycat. A copy and paste method. Like everybody's having a podcast, but I wanna hear what you have to say about the market. I want to hear what you have to say about networking. I wanna hear what you have to say. So there's thousands of capital razors. [00:08:05] Matthew Baltzell: You can go with whoever you want. Right? Who do you like know and trust and people that have consistency, especially with the digital footprint. You're more likely to like no one trust them as opposed to somebody that's just starting their podcasts, something that's just starting to blog someone. That's just starting the newsletter, et cetera, et C. [00:08:20] Sam Wilson: Absolutely. Absolutely. So you launched a podcast company, you saw holes in the industry, you saw it was fragmented and you said, you know what? I think I can help real estate investors solve problem X, what is the problem you are solving? [00:08:33] Matthew Baltzell: Yeah, so like I was, we're touching on briefly, right? So there's analog and then there's digital. [00:08:38] Matthew Baltzell: So the analog is basically the old school way. Right? Real estate is like traditionally like a good old boys club is the slow moving part, shake cans, kiss babies, go to conferences. How can you do that? Right. You can maybe go to Dallas. You could go to so many, there was C, right. But now as everything was digital, You go on one podcast, you have 365. [00:08:59] Matthew Baltzell: What? 365 episodes. Maybe you don't have 'em on the weekends. Let's say you have 300 episodes per year. Right? Right. And let's say your average downloads is a thousand. We'll just make that up. You have 300,000 listens downloads of people listening to you, right. That's astronomical. Right? So if somebody is going on two podcast, episodes of wi a. [00:09:21] Matthew Baltzell: Right. And we'll just say that the average podcast has a thousand downloads are going on two podcasts, 2000 downloads a month, 24,000 downloads a year you've already got your message across the 24,000 people. And American express says it takes seven different touchpoints for people to take action. [00:09:39] Matthew Baltzell: So as much as I like you, this is the first time you and I are talking, right. You can present me with a deal with a two X equity, multiple under red it within five years. Six to eight per et cetera, et cetera. And I can be like, like that seems pretty reasonable for the market, but why am I gonna invest with you as opposed to Joe FARs? [00:09:56] Matthew Baltzell: Right. I've never spoken with Joe far, but I've spoken to you. Maybe. I like you, maybe I don't, but maybe after I hear you, the third, fourth, fifth, sixth, seventh time. That's when you see results, that's when the lagging indicator comes. That's when you go to the gym, that's when you don't have the heart attack. [00:10:10] Matthew Baltzell: Right. But the people that just come in, right. And they try and do one rep and they tear their muscles and it's like, okay this podcasted thing. It wasn't for me. But the people that state, but the people that consistently are out there podcasting. They know, and they realize the value of being on podcasts. [00:10:27] Matthew Baltzell: And that's where we come in. One I've been on, I've been on a bunch of podcasts. I've leveraged my network. I had 114 podcast episodes. And so we helped real estate investors leverage our, my, our platform to help get on other industry, leading platforms, such as your podcast. And then it is just very synergistic. [00:10:45] Matthew Baltzell: Hopefully they raise more money, raise more capital, attract, more deal flow, et cetera. and That's where we come in [00:10:51] Sam Wilson: that, yeah, that's really cool. I like that. And I think certainly I don't, at this point, don't handle my own bookings anymore. It's something where I've got a team member that takes care of getting everybody lined up and booked. [00:11:01] Sam Wilson: So, but I'm pretty sure you guys have sent some people our way, which I've certainly. Yeah, for sure. Always. Absolutely. Thank you again for that. absolutely, man. I know it's a great, it's a win-win and people. I think people overlook that. Like I know when the first podcast I went on two or three years ago as a guest. [00:11:16] Sam Wilson: It went back to that, probably the self doubt questions. Like why do I, why does anybody wanna have me on a podcast? Like, I'm just a guy doing deals. So is everybody else like, there's a lot of those things that, that I think people don't expect that they would make a great guest and, or yeah, for sure. [00:11:29] Sam Wilson: And, or they're so busy that they would make a phenomenal guest, but don't have time to go out and actually figure out how to go get on the shows cuz it's just like I got other things going on and figuring out which shows to get on is a a piece of work. Tell me about this. What do you say makes a great guest when someone comes on a podcast, do you guys do any sort of coaching or any sort of like, Hey, when you get on here's some things that be, preparing here's how to Accu adequately prepare for a show. [00:11:51] Matthew Baltzell: Yeah. So one of the, one of the biggest mistakes, I'll just start off with one of the biggest mistakes is when people go on a show, right. And they get to the end of the show and they say, Sam might say, Hey, Matthew, thanks dragon on what's the best place to find best place to find you, et cetera, et cetera. [00:12:06] Matthew Baltzell: Right? Most people say, oh, Sam, thanks for having me. I'm available on LinkedIn. I'm also available at Matthew xyz.com and I also have a free ebook. And here's my phone number and reach out to me and I love to talk real estate. It's like, okay, the person that listens to a podcast, it's a very intimate experience. [00:12:25] Matthew Baltzell: They listen to the whole thing all the way you typically through. It's not like a song, you just jump in the middle. Right, right. And so it's like, you got to the end, you almost want the reward. And it's like, okay, what's going to incentivize me to stop listening to this podcast. And what'd he say, he used to go to Instagram, LinkedIn. [00:12:42] Matthew Baltzell: Here's his email and he likes to talk real estate. Okay. So we encourage people to practice a clear and concise call to action, right. Something that has some scarcity. So you could say, Hey, for the first two people to go to my website or first two first two real estate investors to go to my website and click on the pro click. [00:12:59] Matthew Baltzell: And we're register a call with me and into the promo code. Sam will receive. 25% off my coaching program or something like that. Right. Right now, when they enter the promo code, Sam, where they came from. So if you 1500 people, et cetera, et cetera, entered it, then all of a sudden you're like, wow, I was on Sam's podcast. [00:13:17] Matthew Baltzell: And now we got a hundred leads from Sam's podcast. Now, you know where they're coming from. And the people that are listening to that are like, oh, there's only. They're only giving away this promotion to two people. I better get home as fast as possible because this episode just released at five o'clock from work and I'm driving home and I'm gonna go over this website and I'm gonna enter my information. [00:13:36] Matthew Baltzell: But if you just say, Hey, I'll talk to you when I talk to you, maybe I'll see you next year at the bigger pockets. A conference it's like, right. Okay. Whatever. So yeah, I would say that's one of the biggest mistakes that typically not only real estate investors make going on podcasts, but a lot of people that make going on podcasts. [00:13:53] Matthew Baltzell: And then the second thing I would say is like, know what you want to talk about. Right. And so whether whatever that topic is, feel somewhat comfortable with it and practice it over. Right. And when you are going on your first couple podcasts, you, no, you're not gonna be great. You're gonna muddle through it. [00:14:10] Matthew Baltzell: You hosted your podcast, you have a bunch of episodes. I'm sure it's painful to listen to the first 20 podcast episodes, as opposed to where you are now. Right? You're more, you're better at conversation. You were talking, we were talking earlier, like I was talking to an investor, BA Bing, BA boom. [00:14:24] Matthew Baltzell: You picked up the mic and here we are talking right. A year ago. You probably would've prepped like an hour for an interview. Like, oh my God, like, what is this person? It's insane. Right. Right. So. I mean, people should practice. Right. And realize that it's not gonna come necessarily, oh, some people are better at it than others, but you know, with more practice you become a better podcast guest and myself included. [00:14:45] Matthew Baltzell: Right. I just started recently going on the podcast in circuit talking about this business, I've been on other podcasts talking about, earlier, like. A year and a half ago talking about, real estate investment side, but it just takes time. And, people shouldn't beat themselves up, cuz everybody has an interesting story and people want to hear about your story, not just regurgitated information about. [00:15:05] Matthew Baltzell: Blah, blah, blah, blah, [00:15:05] Sam Wilson: blah. right. I love that. Yeah. The idea of getting your reps in is you just have to do it, get your reps in, make your mistakes. If you're listening to this and go, gosh, we've never been on a show. Come on this one, if you're an experienced and, or on your way to an experienced commercial real estate investor, come on this show. [00:15:20] Sam Wilson: It's one of those things where it's less intimidating probably than what people think. But yeah, you're absolutely right. I look back on my first 20, 30, 50 episodes and I'm like Oh, like, are those still out there on the internet? They are CRI, but it's the way it is, man. It's just the way. [00:15:33] Matthew Baltzell: Yeah. [00:15:34] Matthew Baltzell: But it, but that's the beauty of it, too. Cuz if you think about it, right, I mean, How easy is it to look at anything online, kind of, and semi duplicate it, right? You can you can Photoshop a photo. You can copy and paste a resume. But to say that you have, let's say 200 podcast episodes. [00:15:52] Matthew Baltzell: Like people concede the progression, they look, they can just jump to of 50, hear your intro and was like, ding, ding, ding, ding. And you're like, oh, Church bells, like what's going on. and then now you have a clear, concise mic. You have better audio, you have better visual. You're more natural. You're a better speaker. [00:16:10] Matthew Baltzell: And these things people wanna see progression, right? People wanna be on the upward spiral of the tornado. They don't wanna be on a plane that's going crashing and burning. Right? Like how often do you see in the headlines when something bad happens? Everybody just piles on, but when somebody's going up and up, they're like, oh yeah, like I was on Sam's podcast, like episode 55, like now there's 300. [00:16:29] Matthew Baltzell: Yeah. He's doing great. Oh man. They wanna be a part of greatness, [00:16:32] Sam Wilson: Absolutely. Absolutely. No, man, I think that's absolutely great. Tell me what else. So you guys help people kind of, figure out how they wanna present themselves via podcast. You guys help people get book. [00:16:42] Sam Wilson: On other shows, what are some other things that you see people doing, maybe that they're doing the right doing correctly, you say, Hey man here's some things I see some of the best podcast guests doing, what are those [00:16:52] Matthew Baltzell: things? Yeah. So I would say the people that are do that are the best podcast, guests are like modern day that have good audio and have good visuals. [00:17:03] Matthew Baltzell: And you'd be surprised like. Like you have a good microphone. I can see that I have a quality microphone. It definitely helps. Right, right. You don't want to hear like the echo chamber of like, somebody's down the hall in the closet. You sound very like, oh, this man's very soothing. He's in my ear. Then you ask me a course, like, oh, how are you doing? [00:17:20] Matthew Baltzell: Oh, good. Right. And so people that are. Having good audio, having good video audio. Yeah. Good audio and good video. Like that's something that's very very good to have. Especially now, like in today's modern world, your first representation of possibly seeing me or possibly seeing you is gonna be like, oh cool. [00:17:39] Matthew Baltzell: He has some books over there in the corner. Like maybe I, maybe we were late. I can't necessarily see those, but he has about 10 in the left hand corner. You have your logo in the upper left hand corner. You have. Your brand on your shirt, like, okay, this guy looks serious, but if you had a greeny camera and bad audio, it's like, I'm out. [00:17:58] Matthew Baltzell: I don't necessarily, he could be a good guy. I don't know. Maybe do I wanna invest? I don't know. He can't even buy a good microphone. We'll make some things. He can handle a hundred thousand dollars of my money. [00:18:06] Sam Wilson: Ouch. There it is. There it is. I like that. I like the directness here. You're absolutely correct. [00:18:11] Sam Wilson: You're absolutely correct. And that's something that, that I've had to and again, we're just talking here, but I've had to ask a couple of guests. Hey, let's reschedule. Let's reschedule when you can get your camera or your mic or something, set up correctly because I've recorded episodes before in the past where I've allowed people to use sub quality or mics or cameras and things like that. [00:18:30] Sam Wilson: And then I get done with it. I'm like, gosh, that was a 30 minute waste of my time. Cuz. it just wasn't as good as it could be. And it's not even, I mean, gosh, you can get a decent setup for under a few hundred bucks, if you're yeah, just a, an amateur podcast guest, I mean a decent setup, a few hundred dollars. [00:18:45] Sam Wilson: I mean, mine, of course, I've got a lot more money than maybe but I do this daily, so that's a different. But it's your business [00:18:51] Matthew Baltzell: for sure. Yeah, absolutely. Absolutely. That's the thing you should, you, you should be, didn't like your business, right? Right. I mean, think about it. If you were in the conference and you went up to somebody and they shook your hand and they had like, not a firm handshake and it was kind of limp and they. [00:19:01] Matthew Baltzell: Shook your watch and you're initially you're automatically thinking like, well, that was kinda weird. Does it mean you're not gonna like that person? Does it mean you're not gonna have a good relationship? No, but you're already starting off on the back foot. Right. And if somebody's coming to you and you're having a thousand downloads per episode, and you're having 300 episodes a year, you. [00:19:16] Matthew Baltzell: You wanna put the best foot forward and have a good representation or you're trying to raise capital, et cetera. Do you want have a grainy website? Do you want to have a broken down non-professional copy written newsletter? No. These are things that you don't want to have. You wanna have these buttoned up be this guy's a, an experienced sponsor who can handle capital and he can raise the deals and track deal flow, et cetera. [00:19:36] Sam Wilson: Right man. That's cool. That's absolutely cool. What do you like, like talk, talk me through the process when somebody comes on board with you, can you kind of break that down? Just so our guess that idea of what it is exactly that you guys do and how the process works. Yeah. [00:19:49] Matthew Baltzell: So somebody would typically we'd schedule a sales call and, or not sales call, but we just basically have a conversation, right. [00:19:54] Matthew Baltzell: To see where you're at within your real estate investing. Journey. Right. And so typically, we work with capital razor sponsors. And then we see, where you're trying to go from there. What is your goal necessarily? Are you trying to raise $1 million? Are you trying to raise $500,000? [00:20:10] Matthew Baltzell: Are you trying to track more deals? And so we kind of figure it out from there. And then we construct a plan to determine if podcasting is going to be a good avenue for you to help promote your message. So if you're like, Hey, I want to do 15 deals or two deals next year. It's like, okay, like maybe that's possible. [00:20:29] Matthew Baltzell: How many deals have you done so far? And then if it's from there, it's like, okay, these are the podcasts we typically work with. I think we can get you this many impressions across the board over. X Y Z amount of time, if you're trying to go, if you think it's this episode, we're recording in July 5th. [00:20:48] Matthew Baltzell: Right? So if you're listening to this episode and you think you're gonna have a deal under contract end of October, early November, now's a good time to start promoting that message or, Hey, I'm traveling all summer. I'm not gonna be able to do this. Okay. Like maybe that's not gonna work out. [00:21:04] Matthew Baltzell: So then once you decide to come on board, from there, we basically looked at your marketing material. How experienced are you as a marketer? What are you using as a lead capture page help? You can construct your funnel. And then from there, we do a little bit of coaching as well to basically help you develop that and then link you up with the proper podcast that we see fit and then help you push out your material. [00:21:26] Matthew Baltzell: And then another thing we're working on, but we haven't released it is as far as the. Basically segmenting up your video and everything that you are when you go on a podcast and having that be micro content. So you can continuously, if let's say you were doing two podcast episodes a month and you have one, one hour long video, or one 30 minute video, you could break that up into three or four pieces plus the full 30 minute piece. [00:21:49] Matthew Baltzell: And now you have your newsletter. Now you post one piece of content on LinkedIn, and then now you're able to. Post three or four times weekly with your podcast, with your newsletter, with one pod or with one promotion or something on separately on, on LinkedIn. Now, all of a sudden, you're starting to say people's top of mind. [00:22:07] Matthew Baltzell: Now you have more content and it's especially, you don't have to generate the content. Right? People think like I gotta make content today. Like, oh my God, what do I do? It's like, go on a podcast, have somebody break it up for you. It's. [00:22:18] Sam Wilson: Right. And that's and that's all from one episode. I think that's the cool part is that you've taken one episode, you've pulled out, 20, again, pieces of micro content and said, okay. [00:22:26] Sam Wilson: And again, for the busy professional, you having somebody like you come in and kind of handle that suite of services a to Z, cuz there's a lot to think about that you just mentioned in there. Yeah. Everything from what shows should you be on how to prepare for and building, building your funnels building, okay. So what's the call to actions? How are we gonna republish this content? There's a lot of moving pieces involved with podcasting and with being a good podcast guest and also even, from the host side is getting getting our guests to res. So even from, it's really great having guests come on the show, but if our guests aren't taking the stuff that we're giving them and then marketing it to their audience, it's kind of not completely wasted cuz obviously we pump it out on our end, but man, you won't get nearly the traction out of it. [00:23:07] Sam Wilson: So we even on this side are working really hard to get our guests, to use the content that we're providing. So that's really cool. What you guys [00:23:13] Matthew Baltzell: do understandable. Yeah, [00:23:14] Sam Wilson: for sure. Matthew I've really enjoyed having you come on the show today. Talk about podcasting. What's that? I was [00:23:21] Matthew Baltzell: just gonna say, I enjoyed your style. [00:23:23] Matthew Baltzell: I liked it a lot. And it was a pleasure being here. Thank you for [00:23:25] Sam Wilson: having me. Absolutely, man. I mean, and you gave some great, we haven't really done an episode like this that just talks about what it means to be a good podcast guest. What does it mean to come on a show and be absolutely prepared to to knock it outta the park? [00:23:37] Sam Wilson: And so you've given our listeners, I think some really cool things to think about. As it pertains to, one, one ha being good podcast guest, and also what it takes, to actually use the stuff that we create and get the most mileage out of it. So, thanks for doing that. [00:23:48] Sam Wilson: Certainly appreciate it. If our listeners wanna get in touch with you and learn more about you, what is the best way to do that? [00:23:53] Matthew Baltzell: Yeah, so you can go to elite podcast, bookings.com and you can click on the homepage in the upper right hand corner. You can schedule a call and if you enter the promo code, Sam, we will give you 25% off your first, our first month's service. [00:24:06] Matthew Baltzell: There we go. That's what it's first month's service. Now I butchered it. Huh? See, there we go. Butcher [00:24:10] Sam Wilson: before I started. Yeah. What were you saying about getting your call to action? Right? I'm just kidding you, man. Yeah, there we go there. [00:24:16] Matthew Baltzell: Yeah, no, there we go. See it's. I gotta practice, [00:24:19] Matthew Baltzell: gotta practice it every single time. [00:24:21] Sam Wilson: Absolutely. Matthew, thanks for coming on the show. Certainly appreciate it. [00:24:25] Matthew Baltzell: Cheers. Thank you. [00:00:40] Sam Wilson:Matthew bald sell is the CEO and founder of elite podcast bookings, which helps real estate investors attract more capital and deal flow through podcasting. Matthew, welcome to the show, Sam. Pleasure to be here, man. The pleasure's mine, there are three questions. [00:00:53] Sam Wilson: I ask every guest who comes in the show in 90 seconds or less. You tell me, where did you start? Where are you now? And how did you get there? [00:00:58] Matthew Baltzell: Yeah. So where did I start? I originally started in single family homes fast forward, about 10 years after that 2000 or eight years after that 2016, I left the United States failed, attempt to move to Germany. [00:01:10] Matthew Baltzell: Wound up in Thailand, got married, fell in love, had a kid got involved in commercial real estate. And now I'm currently here. What was the other part of the question? Start? How did I get there? Yeah, so I I started investing. All right. Basically I started a bigger pockets meetup group. And from there I was able to connect, getting involved in a private equity firm. [00:01:32] Matthew Baltzell: Asset management started a podcast. One thing led to another, and now I created a elite podcast booking to help real estate investors attract more capital deal flow, et cetera. [00:01:41] Sam Wilson: That is, I love the journey. Like there's a lot of moving pieces there. And I like the fact that you said, Hey, there was a failed attempt at what was it failed attempt at moving to Germany. [00:01:50] Matthew Baltzell: Yeah. Failed attempt for sure. [00:01:52] Sam Wilson: What do you think your secret is? I mean, that's a lot of like, go left turn, right? Uhoh this didn't work, but that did, but how did you keep on, like what was it that kept you moving forward? [00:02:01] Matthew Baltzell: You hear people talk about like, I don't know, they're north star, you're basically your gut. [00:02:05] Matthew Baltzell: Right? Right. So if your gut says, like, you know something about this property, I really like, right. You can't put your finger on it, but you know, like you can make this work, right. You can always make something work. And for me, like, I kind of just let my gut dictate. Right. So I knew that I wanted to live in abroad and I wanted to go, I thought I wanted to live in Germany. [00:02:26] Matthew Baltzell: And then, just scratching that itch is like, if I'm not, if I don't scratch that itch, I don't know what's gonna become of it. Right. And like I said earlier, I got involved in private equity while I'm abroad. So, you would think if you live in Denver, Colorado, and you wanted to get a job in private equity, maybe you would go to like a bigger pockets meetup, or you'd go to your local meetup, et cetera. [00:02:46] Matthew Baltzell: And you'd kind of get your foot in that way. It doesn't necessarily make sense to move halfway around the world to Thailand, to back channel your way into commercial real estate. And so, doing that, pushing myself. Kind of leading myself to, always doing what I kind of wanted to do if I'm interested in something that I go after it, and I don't necessarily know what stems from it. [00:03:04] Matthew Baltzell: And I think a lot of people fear that of the unknown. Right. So when you fear something of the unknown, you just could become reserved. It's like, Hey, Sam, I wanna buy you a cup of coffee and I want you to walk me through this deal the whole time. So I feel safe and maybe we can make a little bit money, but I'm kind of too scared to do it on my own. [00:03:22] Matthew Baltzell: Right? Right. People are afraid to venture out from their comfort zone, but when you step farther out on the curve, that's where you make the biggest leaps and find the most success within, your personal self your finances, relationships, et C. [00:03:35] Sam Wilson: Talk to me about the jump from commercial real estate. [00:03:37] Sam Wilson: So you're involved in a PE firm, which I think is hysterical. Like you said, who moves halfway around the world to go get into a PE firm. That's probably buying real estate here in the United States. I'm guessing. Yes. [00:03:47] Matthew Baltzell: Yeah. So I. I created. So I was trying to reverse engineering. This was back in 2000 in 18 ish, like the beginning of 2018, everybody was talking about multi-family. [00:03:56] Matthew Baltzell: I was thinking of my next move. And I was like, okay, I wanna get involved in multi-family. How do I start? So I was trying to think outside the box and I started a meetup, through bigger pockets, right? So it was like six to eight members. And one of the pers one person that. Everybody else was back in the United States, by the way. [00:04:12] Matthew Baltzell: And one person that didn't join was like, Hey, I want to I'm following your progress. I wanna introduce you to somebody, which was the main principle of the private equity firm. That was just starting off. I started doing some underwriting. I started doing basically some advertisements, et cetera, basically leading with value. [00:04:29] Matthew Baltzell: Wasn't asking for anything in return. One thing LEDs to another, it was like, Hey, why don't we put you on the website? Hey da, da, da. And I'm like, so I'm working here. Okay. Like, alright. And so I got my foot in that way, started helping out with asset management and, it's just like, there's no difference if you're in Denver, Colorado, or Texas. [00:04:46] Matthew Baltzell: If you can show up to the meetings on time, look at the, financials, show up to the meetings, make sure projects are on time. I mean, that's all really, it is. So there's really no difference. So you're living in California. Investing in New York or you're living in Thailand and you're still acquiring properties in Atlanta, Georgia, and Florida, et cetera. [00:05:03] Sam Wilson: Right, right. That's cool. I love that. When did you figure out that you were onto something with podcasting? [00:05:08] Matthew Baltzell: Yeah. So my original podcast that I had was it's called real estate journeys. It had about 114 episodes. And what I saw from podcasting then is one, it was a great networking tool. From my, just from my own show, I met some really cool people within the real estate industry that I still talk to this day over social media. [00:05:29] Matthew Baltzell: and it was just a great way to network. And then I saw people trying to pitch to get on my show, trying to get people onto other, or myself going onto other shows. And I kind of just saw this like, process of basically being kind of fragmented, right. People are trying to attract more deals or trying to do more podcasting, et cetera. [00:05:46] Matthew Baltzell: I mean, you look, or you look at Joe FRAs, right. He had the longest running single day podcast and then Whitney, so is like, okay, like I'm gonna do the exact same thing and now he's blowing up. And then everybody starts trying to. duplicate that process. But what you see is, yeah, there you go. You're point to yourself. [00:06:02] Matthew Baltzell: People can't see that, but what you see is the people that have the most consistency over time they have the most success right. And then you always have muddied waters in the beginning, whether it's the first couple episodes, the average podcast, doesn't make it past 13 episodes. [00:06:15] Matthew Baltzell: Wow. So if you continue to basically network like you're doing right now, you have a platform and over time, when you go to put out a deal, You've already developed your network and you can raise 1, 2, 3, 4, 5 million now for a deal, as opposed to like, oh, now I have a deal. Now I'm gonna go on podcast. Now I'm gonna post on link, LinkedIn, you should be doing all these things before they even start. [00:06:40] Matthew Baltzell: The time to start working out is two years before you have a heart attack. Not when you have a heart attack, the time to tell somebody you loved them is today, not when they're dead. You know what I'm saying? Right. [00:06:50] Sam Wilson: Absolutely. Absolutely. No, I love that. And I think that's one of the things that people who don't podcast, probably don't see as a benefit is just the networking side of it. [00:06:58] Sam Wilson: I mean, it's been for me the single fastest way I've grown, my network is by podcasting. This is, again I'm copy and paste. There's no or, success leaves clues. So. I'm following Whitney, I'm following Joe and running a daily show. And it's like, okay, that's 365 new guests a year. [00:07:14] Sam Wilson: It's like, okay, this is really cool. Like I am learning and building. And again, like you said, I think that's something that people overlook. When, if they're if they're looking to start a podcast or looking to get into it, That's gonna be your primary benefit outta the gate is building your network and not necessarily, going out and while you do raise more money, I think that's the primary benefit you get is just building your network. [00:07:32] Sam Wilson: And that should be it. [00:07:33] Matthew Baltzell: Yeah, for sure. And I think people make the mistake of like, Let's say you have a daily podcast or you do have a daily podcast or I, Joe fearless has a daily podcast and people think like, oh, who am I? Who am I to raise capital? Or who am I to have a podcast? Nobody's gonna wanna listen to me. [00:07:48] Matthew Baltzell: Right. Right. But you are an individual, right? Yes. It might be a copycat. A copy and paste method. Like everybody's having a podcast, but I wanna hear what you have to say about the market. I want to hear what you have to say about networking. I wanna hear what you have to say. So there's thousands of capital razors. [00:08:05] Matthew Baltzell: You can go with whoever you want. Right? Who do you like know and trust and people that have consistency, especially with the digital footprint. You're more likely to like no one trust them as opposed to somebody that's just starting their podcasts, something that's just starting to blog someone. That's just starting the newsletter, et cetera, et C. [00:08:20] Sam Wilson: Absolutely. Absolutely. So you launched a podcast company, you saw holes in the industry, you saw it was fragmented and you said, you know what? I think I can help real estate investors solve problem X, what is the problem you are solving? [00:08:33] Matthew Baltzell: Yeah, so like I was, we're touching on briefly, right? So there's analog and then there's digital. [00:08:38] Matthew Baltzell: So the analog is basically the old school way. Right? Real estate is like traditionally like a good old boys club is the slow moving part, shake cans, kiss babies, go to conferences. How can you do that? Right. You can maybe go to Dallas. You could go to so many, there was C, right. But now as everything was digital, You go on one podcast, you have 365. [00:08:59] Matthew Baltzell: What? 365 episodes. Maybe you don't have 'em on the weekends. Let's say you have 300 episodes per year. Right? Right. And let's say your average downloads is a thousand. We'll just make that up. You have 300,000 listens downloads of people listening to you, right. That's astronomical. Right? So if somebody is going on two podcast, episodes of wi a. [00:09:21] Matthew Baltzell: Right. And we'll just say that the average podcast has a thousand downloads are going on two podcasts, 2000 downloads a month, 24,000 downloads a year you've already got your message across the 24,000 people. And American express says it takes seven different touchpoints for people to take action. [00:09:39] Matthew Baltzell: So as much as I like you, this is the first time you and I are talking, right. You can present me with a deal with a two X equity, multiple under red it within five years. Six to eight per et cetera, et cetera. And I can be like, like that seems pretty reasonable for the market, but why am I gonna invest with you as opposed to Joe FARs? [00:09:56] Matthew Baltzell: Right. I've never spoken with Joe far, but I've spoken to you. Maybe. I like you, maybe I don't, but maybe after I hear you, the third, fourth, fifth, sixth, seventh time. That's when you see results, that's when the lagging indicator comes. That's when you go to the gym, that's when you don't have the heart attack. [00:10:10] Matthew Baltzell: Right. But the people that just come in, right. And they try and do one rep and they tear their muscles and it's like, okay this podcasted thing. It wasn't for me. But the people that state, but the people that consistently are out there podcasting. They know, and they realize the value of being on podcasts. [00:10:27] Matthew Baltzell: And that's where we come in. One I've been on, I've been on a bunch of podcasts. I've leveraged my network. I had 114 podcast episodes. And so we helped real estate investors leverage our, my, our platform to help get on other industry, leading platforms, such as your podcast. And then it is just very synergistic. [00:10:45] Matthew Baltzell: Hopefully they raise more money, raise more capital, attract, more deal flow, et cetera. and That's where we come in [00:10:51] Sam Wilson: that, yeah, that's really cool. I like that. And I think certainly I don't, at this point, don't handle my own bookings anymore. It's something where I've got a team member that takes care of getting everybody lined up and booked. [00:11:01] Sam Wilson: So, but I'm pretty sure you guys have sent some people our way, which I've certainly. Yeah, for sure. Always. Absolutely. Thank you again for that. absolutely, man. I know it's a great, it's a win-win and people. I think people overlook that. Like I know when the first podcast I went on two or three years ago as a guest. [00:11:16] Sam Wilson: It went back to that, probably the self doubt questions. Like why do I, why does anybody wanna have me on a podcast? Like, I'm just a guy doing deals. So is everybody else like, there's a lot of those things that, that I think people don't expect that they would make a great guest and, or yeah, for sure. [00:11:29] Sam Wilson: And, or they're so busy that they would make a phenomenal guest, but don't have time to go out and actually figure out how to go get on the shows cuz it's just like I got other things going on and figuring out which shows to get on is a a piece of work. Tell me about this. What do you say makes a great guest when someone comes on a podcast, do you guys do any sort of coaching or any sort of like, Hey, when you get on here's some things that be, preparing here's how to Accu adequately prepare for a show. [00:11:51] Matthew Baltzell: Yeah. So one of the, one of the biggest mistakes, I'll just start off with one of the biggest mistakes is when people go on a show, right. And they get to the end of the show and they say, Sam might say, Hey, Matthew, thanks dragon on what's the best place to find best place to find you, et cetera, et cetera. [00:12:06] Matthew Baltzell: Right? Most people say, oh, Sam, thanks for having me. I'm available on LinkedIn. I'm also available at Matthew xyz.com and I also have a free ebook. And here's my phone number and reach out to me and I love to talk real estate. It's like, okay, the person that listens to a podcast, it's a very intimate experience. [00:12:25] Matthew Baltzell: They listen to the whole thing all the way you typically through. It's not like a song, you just jump in the middle. Right, right. And so it's like, you got to the end, you almost want the reward. And it's like, okay, what's going to incentivize me to stop listening to this podcast. And what'd he say, he used to go to Instagram, LinkedIn. [00:12:42] Matthew Baltzell: Here's his email and he likes to talk real estate. Okay. So we encourage people to practice a clear and concise call to action, right. Something that has some scarcity. So you could say, Hey, for the first two people to go to my website or first two first two real estate investors to go to my website and click on the pro click. [00:12:59] Matthew Baltzell: And we're register a call with me and into the promo code. Sam will receive. 25% off my coaching program or something like that. Right. Right now, when they enter the promo code, Sam, where they came from. So if you 1500 people, et cetera, et cetera, entered it, then all of a sudden you're like, wow, I was on Sam's podcast. [00:13:17] Matthew Baltzell: And now we got a hundred leads from Sam's podcast. Now, you know where they're coming from. And the people that are listening to that are like, oh, there's only. They're only giving away this promotion to two people. I better get home as fast as possible because this episode just released at five o'clock from work and I'm driving home and I'm gonna go over this website and I'm gonna enter my information. [00:13:36] Matthew Baltzell: But if you just say, Hey, I'll talk to you when I talk to you, maybe I'll see you next year at the bigger pockets. A conference it's like, right. Okay. Whatever. So yeah, I would say that's one of the biggest mistakes that typically not only real estate investors make going on podcasts, but a lot of people that make going on podcasts. [00:13:53] Matthew Baltzell: And then the second thing I would say is like, know what you want to talk about. Right. And so whether whatever that topic is, feel somewhat comfortable with it and practice it over. Right. And when you are going on your first couple podcasts, you, no, you're not gonna be great. You're gonna muddle through it. [00:14:10] Matthew Baltzell: You hosted your podcast, you have a bunch of episodes. I'm sure it's painful to listen to the first 20 podcast episodes, as opposed to where you are now. Right? You're more, you're better at conversation. You were talking, we were talking earlier, like I was talking to an investor, BA Bing, BA boom. [00:14:24] Matthew Baltzell: You picked up the mic and here we are talking right. A year ago. You probably would've prepped like an hour for an interview. Like, oh my God, like, what is this person? It's insane. Right. Right. So. I mean, people should practice. Right. And realize that it's not gonna come necessarily, oh, some people are better at it than others, but you know, with more practice you become a better podcast guest and myself included. [00:14:45] Matthew Baltzell: Right. I just started recently going on the podcast in circuit talking about this business, I've been on other podcasts talking about, earlier, like. A year and a half ago talking about, real estate investment side, but it just takes time. And, people shouldn't beat themselves up, cuz everybody has an interesting story and people want to hear about your story, not just regurgitated information about. [00:15:05] Matthew Baltzell: Blah, blah, blah, blah, [00:15:05] Sam Wilson: blah. right. I love that. Yeah. The idea of getting your reps in is you just have to do it, get your reps in, make your mistakes. If you're listening to this and go, gosh, we've never been on a show. Come on this one, if you're an experienced and, or on your way to an experienced commercial real estate investor, come on this show. [00:15:20] Sam Wilson: It's one of those things where it's less intimidating probably than what people think. But yeah, you're absolutely right. I look back on my first 20, 30, 50 episodes and I'm like Oh, like, are those still out there on the internet? They are CRI, but it's the way it is, man. It's just the way. [00:15:33] Matthew Baltzell: Yeah. [00:15:34] Matthew Baltzell: But it, but that's the beauty of it, too. Cuz if you think about it, right, I mean, How easy is it to look at anything online, kind of, and semi duplicate it, right? You can you can Photoshop a photo. You can copy and paste a resume. But to say that you have, let's say 200 podcast episodes. [00:15:52] Matthew Baltzell: Like people concede the progression, they look, they can just jump to of 50, hear your intro and was like, ding, ding, ding, ding. And you're like, oh, Church bells, like what's going on. and then now you have a clear, concise mic. You have better audio, you have better visual. You're more natural. You're a better speaker. [00:16:10] Matthew Baltzell: And these things people wanna see progression, right? People wanna be on the upward spiral of the tornado. They don't wanna be on a plane that's going crashing and burning. Right? Like how often do you see in the headlines when something bad happens? Everybody just piles on, but when somebody's going up and up, they're like, oh yeah, like I was on Sam's podcast, like episode 55, like now there's 300. [00:16:29] Matthew Baltzell: Yeah. He's doing great. Oh man. They wanna be a part of greatness, [00:16:32] Sam Wilson: Absolutely. Absolutely. No, man, I think that's absolutely great. Tell me what else. So you guys help people kind of, figure out how they wanna present themselves via podcast. You guys help people get book. [00:16:42] Sam Wilson: On other shows, what are some other things that you see people doing, maybe that they're doing the right doing correctly, you say, Hey man here's some things I see some of the best podcast guests doing, what are those [00:16:52] Matthew Baltzell: things? Yeah. So I would say the people that are do that are the best podcast, guests are like modern day that have good audio and have good visuals. [00:17:03] Matthew Baltzell: And you'd be surprised like. Like you have a good microphone. I can see that I have a quality microphone. It definitely helps. Right, right. You don't want to hear like the echo chamber of like, somebody's down the hall in the closet. You sound very like, oh, this man's very soothing. He's in my ear. Then you ask me a course, like, oh, how are you doing? [00:17:20] Matthew Baltzell: Oh, good. Right. And so people that are. Having good audio, having good video audio. Yeah. Good audio and good video. Like that's something that's very very good to have. Especially now, like in today's modern world, your first representation of possibly seeing me or possibly seeing you is gonna be like, oh cool. [00:17:39] Matthew Baltzell: He has some books over there in the corner. Like maybe I, maybe we were late. I can't necessarily see those, but he has about 10 in the left hand corner. You have your logo in the upper left hand corner. You have. Your brand on your shirt, like, okay, this guy looks serious, but if you had a greeny camera and bad audio, it's like, I'm out. [00:17:58] Matthew Baltzell: I don't necessarily, he could be a good guy. I don't know. Maybe do I wanna invest? I don't know. He can't even buy a good microphone. We'll make some things. He can handle a hundred thousand dollars of my money. [00:18:06] Sam Wilson: Ouch. There it is. There it is. I like that. I like the directness here. You're absolutely correct. [00:18:11] Sam Wilson: You're absolutely correct. And that's something that, that I've had to and again, we're just talking here, but I've had to ask a couple of guests. Hey, let's reschedule. Let's reschedule when you can get your camera or your mic or something, set up correctly because I've recorded episodes before in the past where I've allowed people to use sub quality or mics or cameras and things like that. [00:18:30] Sam Wilson: And then I get done with it. I'm like, gosh, that was a 30 minute waste of my time. Cuz. it just wasn't as good as it could be. And it's not even, I mean, gosh, you can get a decent setup for under a few hundred bucks, if you're yeah, just a, an amateur podcast guest, I mean a decent setup, a few hundred dollars. [00:18:45] Sam Wilson: I mean, mine, of course, I've got a lot more money than maybe but I do this daily, so that's a different. But it's your business [00:18:51] Matthew Baltzell: for sure. Yeah, absolutely. Absolutely. That's the thing you should, you, you should be, didn't like your business, right? Right. I mean, think about it. If you were in the conference and you went up to somebody and they shook your hand and they had like, not a firm handshake and it was kind of limp and they. [00:19:01] Matthew Baltzell: Shook your watch and you're initially you're automatically thinking like, well, that was kinda weird. Does it mean you're not gonna like that person? Does it mean you're not gonna have a good relationship? No, but you're already starting off on the back foot. Right. And if somebody's coming to you and you're having a thousand downloads per episode, and you're having 300 episodes a year, you. [00:19:16] Matthew Baltzell: You wanna put the best foot forward and have a good representation or you're trying to raise capital, et cetera. Do you want have a grainy website? Do you want to have a broken down non-professional copy written newsletter? No. These are things that you don't want to have. You wanna have these buttoned up be this guy's a, an experienced sponsor who can handle capital and he can raise the deals and track deal flow, et cetera. [00:19:36] Sam Wilson: Right man. That's cool. That's absolutely cool. What do you like, like talk, talk me through the process when somebody comes on board with you, can you kind of break that down? Just so our guess that idea of what it is exactly that you guys do and how the process works. Yeah. [00:19:49] Matthew Baltzell: So somebody would typically we'd schedule a sales call and, or not sales call, but we just basically have a conversation, right. [00:19:54] Matthew Baltzell: To see where you're at within your real estate investing. Journey. Right. And so typically, we work with capital razor sponsors. And then we see, where you're trying to go from there. What is your goal necessarily? Are you trying to raise $1 million? Are you trying to raise $500,000? [00:20:10] Matthew Baltzell: Are you trying to track more deals? And so we kind of figure it out from there. And then we construct a plan to determine if podcasting is going to be a good avenue for you to help promote your message. So if you're like, Hey, I want to do 15 deals or two deals next year. It's like, okay, like maybe that's possible. [00:20:29] Matthew Baltzell: How many deals have you done so far? And then if it's from there, it's like, okay, these are the podcasts we typically work with. I think we can get you this many impressions across the board over. X Y Z amount of time, if you're trying to go, if you think it's this episode, we're recording in July 5th. [00:20:48] Matthew Baltzell: Right? So if you're listening to this episode and you think you're gonna have a deal under contract end of October, early November, now's a good time to start promoting that message or, Hey, I'm traveling all summer. I'm not gonna be able to do this. Okay. Like maybe that's not gonna work out. [00:21:04] Matthew Baltzell: So then once you decide to come on board, from there, we basically looked at your marketing material. How experienced are you as a marketer? What are you using as a lead capture page help? You can construct your funnel. And then from there, we do a little bit of coaching as well to basically help you develop that and then link you up with the proper podcast that we see fit and then help you push out your material. [00:21:26] Matthew Baltzell: And then another thing we're working on, but we haven't released it is as far as the. Basically segmenting up your video and everything that you are when you go on a podcast and having that be micro content. So you can continuously, if let's say you were doing two podcast episodes a month and you have one, one hour long video, or one 30 minute video, you could break that up into three or four pieces plus the full 30 minute piece. [00:21:49] Matthew Baltzell: And now you have your newsletter. Now you post one piece of content on LinkedIn, and then now you're able to. Post three or four times weekly with your podcast, with your newsletter, with one pod or with one promotion or something on separately on, on LinkedIn. Now, all of a sudden, you're starting to say people's top of mind. [00:22:07] Matthew Baltzell: Now you have more content and it's especially, you don't have to generate the content. Right? People think like I gotta make content today. Like, oh my God, what do I do? It's like, go on a podcast, have somebody break it up for you. It's. [00:22:18] Sam Wilson: Right. And that's and that's all from one episode. I think that's the cool part is that you've taken one episode, you've pulled out, 20, again, pieces of micro content and said, okay. [00:22:26] Sam Wilson: And again, for the busy professional, you having somebody like you come in and kind of handle that suite of services a to Z, cuz there's a lot to think about that you just mentioned in there. Yeah. Everything from what shows should you be on how to prepare for and building, building your funnels building, okay. So what's the call to actions? How are we gonna republish this content? There's a lot of moving pieces involved with podcasting and with being a good podcast guest and also even, from the host side is getting getting our guests to res. So even from, it's really great having guests come on the show, but if our guests aren't taking the stuff that we're giving them and then marketing it to their audience, it's kind of not completely wasted cuz obviously we pump it out on our end, but man, you won't get nearly the traction out of it. [00:23:07] Sam Wilson: So we even on this side are working really hard to get our guests, to use the content that we're providing. So that's really cool. What you guys [00:23:13] Matthew Baltzell: do understandable. Yeah, [00:23:14] Sam Wilson: for sure. Matthew I've really enjoyed having you come on the show today. Talk about podcasting. What's that? I was [00:23:21] Matthew Baltzell: just gonna say, I enjoyed your style. [00:23:23] Matthew Baltzell: I liked it a lot. And it was a pleasure being here. Thank you for [00:23:25] Sam Wilson: having me. Absolutely, man. I mean, and you gave some great, we haven't really done an episode like this that just talks about what it means to be a good podcast guest. What does it mean to come on a show and be absolutely prepared to to knock it outta the park? [00:23:37] Sam Wilson: And so you've given our listeners, I think some really cool things to think about. As it pertains to, one, one ha being good podcast guest, and also what it takes, to actually use th
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Omar Khan was on episode GI7 and is back. Omar is responsible for capital raising, strategic planning and investor relations at his firm Boardwalk Wealth. He has over 10 years of global investment experience and has participated in capital financing and M&A transactions valued at $3.7 billion. Learn More About Omar Here: Boardwalk Wealth - https://www.boardwalkwealth.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 15 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
The Limited Partner - You can invest in Real Estate Private Equity!
Competence and ethics are the two most important things that Omar looks for in syndicators and operators. He stresses in this episode that when you put your money in a deal, you are also investing in people. So, when you're analyzing a deal, don't focus too much on the quantitative aspect – whether it's 15% or 15.5% IRR. Focus on the people you will be working with. Screen them religiously and look at their trench experience. You don't need to be an expert in every part of the deal before you can start to invest. Just look for the right people – operators and syndicators that are really good at what they do. As Omar puts it, you may have a sub-optimal deal in an average market, but with a fantastic operator, you'll be fine. Or, you may have a phenomenal market and great asset but if you're working with an incompetent team, you will really have a bad time. Investing in people is the key! Key Points from This Episode:Omar is the principal at Boardwalk Wealth.Boardwalk focuses on acquisitions and developments.The multifamily space has gotten flooded since Covid hit.Many people are starting to get outside of multifamily which has been their bread and butter.Two things that limited partners should be looking for before getting into deals: competence and ethics.You don't need to be an expert at every single nuance of how a deal is put together. Just look for experienced operators or syndicators.Focus on developing wide relationships.Ninety-nine percent of the time, Omar goes by referrals within his own network.Reach out to your network and look for advice.Your network is the best way to find the right people who you can work with long term.Whenever you're trying to do something, find a way to tell everybody what you're doing. You don't need to be asking, just be telling people.The syndicator or operator should be able to explain the deal to you in clear, plain language.Look for consistency in their strategy. Tweetables:“All roads lead to who you are investing with." [00:08:47]“Focus a lot on the people. And a lot of times what your gut even tells you.” [00:09:05]“Consistency, I feel is very important in pretty much all areas of life. I think like relationships, health, business investing, consistency is everything.” [00:19:53] Links MentionedOmar Khan on LinkedInBoardwalk Wealth website
“How much can we stretch our dollar in the shortest possible time to get the maximum possible returns?” In this Cash Flow Pro episode, we sit down with Omar Khan, the Founder and Principal Manager of Boardwalk Wealth. Omar grew up in a family with experience in commercial real estate and eventually started to get involved in multifamily acquisitions and development. Today, he focuses on developing multifamily units in Texas, Georgia, and Florida. He is here to help us understand his next investment steps and why they will help him and YOU navigate and succeed even in unprecedented times. Boardwalk Wealth is a private equity firm that connects passive investors to multifamily real estate opportunities with value-add potential. The firm focuses on demographics and supply/demand in strategic areas in Texas, Florida, and Georgia. The end goal is to increase the investment value of the Class A and B acquisitions through renovations while maximizing returns to investors and providing residents with quality living. In this episode, we discuss: Different types of commercial real estate investments Investing wisely to ensure success even when unexpected circumstances arise The importance of choosing the right team and property management Tune in and hear what Omar says about wise investments that have helped his family create generational wealth for the past 60+ years! Find your flow, Casey Brown Resources mentioned in this podcast: https://www.boardwalkwealth.com/ https://www.linkedin.com/in/omark1/
Make It Rain: Multifamily Real Estate Investing for Millennials
Omar Khan is the founder at Boardwalk Wealth, a leading private equity sponsor focusing on acquiring value-add and opportunistic real estate across the South East. They are active across Texas, Florida and Georgia with 1,400+ units acquired to date.Omar's website: https://www.boardwalkwealth.comFor more info, check us out at makeitraincapital.com.Welcome to Make It Rain: Multifamily Real Estate Investing for Millennials! We're Daisy and Luc, two millennials who love multifamily investing. With every episode, whether we're discussing a special topic or have on an amazing guest, the goal is to provide education and resources for anyone interested in investing in multifamily real estate, especially if you're a millennial. We're excited to chat with you about the what's, the why's, the how's, the who's. The best way to show support is to share it with anyone who might benefit from it and leave us an awesome review. Check out our website at makeitraincapital.com for more goodies. Take action on your financial future TODAY!
On this episode of the Passive Income Attorney Podcast, Seth is joined by Omar Khan as they take a deep dive into using a qualitative approach to vetting a sponsor when considering an investment into your next passive real estate deal. Seth and Omar also examine what you can look for in the sponsor's underwriting that may save you from a bad investment. They also discuss what you should expect from a quality operator AFTER closing. Omar is a master investor and the founder of Boardwalk Wealth, a private equity firm based in Dallas, Texas. Enjoy the episode! “Measure twice, cut once, and be a little patient.” HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ From the finance world to commercial real estate ✅ Quantitative vs. qualitative approach to vetting a sponsor ✅ Red flags to look out for when vetting a sponsor ✅ Important points to look for in underwriting ✅ What you can expect AFTER closing the deal ✅ And so much more! ABOUT | OMAR KHAN: Omar Khan is the founder of Boardwalk Wealth. Omar is responsible for capital raising, strategic planning, and investor relations. He has over ten years of global investment experience. He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a Bachelor of Commerce in Finance. Omar moved from Canada and lives in Texas with his wife and newborn son. FIND | OMAR KHAN: Website: https://www.boardwalkwealth.com/ Facebook: https://www.facebook.com/boardwalkwealth Linkedin: https://www.linkedin.com/in/omark1/ Instagram: https://www.instagram.com/boardwalkwealth/ YouTube: https://www.youtube.com/boardwalkwealth CONNECT | SETH BRADLEY: Get Started | Download The Freedom Blueprint: http://www.attorneybydesign.com Subscribe and Leave a Rating and Review: Apple: https://podcasts.apple.com/us/podcast/the-passive-income-attorney-podcast/id1543049208 Spotify: https://open.spotify.com/show/5a0Qp9G2x337nZCDWoVgoO?si=MKn01_t8Tfu0JBZCnagrCw Join EPIC | The Esquire Passive Investor Club: https://passiveincomeattorney.com/join-the-passive-income/ Join | The Passive Income Attorneys Facebook Group: https://www.facebook.com/groups/passiveincomeattorneys Follow Us: Website: https://passiveincomeattorney.com/ LinkedIn: https://www.linkedin.com/in/sethpaulbradley/ Facebook: https://www.facebook.com/passiveincomeattorney Instagram: https://www.instagram.com/passiveincomeattorney/
On this episode of the Passive Income Attorney Podcast, Seth is joined by Omar Khan as they take a deep dive into using a qualitative approach to vetting a sponsor when considering an investment into your next passive real estate deal. Seth and Omar also examine what you can look for in the sponsor's underwriting that may save you from a bad investment. They also discuss what you should expect from a quality operator AFTER closing. Omar is a master investor and the founder of Boardwalk Wealth, a private equity firm based in Dallas, Texas. Enjoy the episode! “Measure twice, cut once, and be a little patient.” HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ From the finance world to commercial real estate ✅ Quantitative vs. qualitative approach to vetting a sponsor ✅ Red flags to look out for when vetting a sponsor ✅ Important points to look for in underwriting ✅ What you can expect AFTER closing the deal ✅ And so much more! ABOUT | OMAR KHAN: Omar Khan is the founder of Boardwalk Wealth. Omar is responsible for capital raising, strategic planning, and investor relations. He has over ten years of global investment experience. He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a Bachelor of Commerce in Finance. Omar moved from Canada and lives in Texas with his wife and newborn son. FIND | OMAR KHAN: Website: https://www.boardwalkwealth.com/ Facebook: https://www.facebook.com/boardwalkwealth Linkedin: https://www.linkedin.com/in/omark1/ Instagram: https://www.instagram.com/boardwalkwealth/ YouTube: https://www.youtube.com/boardwalkwealth CONNECT | SETH BRADLEY: Get Started | Download The Freedom Blueprint: http://www.attorneybydesign.com Subscribe and Leave a Rating and Review: Apple: https://podcasts.apple.com/us/podcast/the-passive-income-attorney-podcast/id1543049208 Spotify: https://open.spotify.com/show/5a0Qp9G2x337nZCDWoVgoO?si=MKn01_t8Tfu0JBZCnagrCw Join EPIC | The Esquire Passive Investor Club: https://passiveincomeattorney.com/join-the-passive-income/ Join | The Passive Income Attorneys Facebook Group: https://www.facebook.com/groups/passiveincomeattorneys Follow Us: Website: https://passiveincomeattorney.com/ LinkedIn: https://www.linkedin.com/in/sethpaulbradley/ Facebook: https://www.facebook.com/passiveincomeattorney Instagram: https://www.instagram.com/passiveincomeattorney/
Inflation, capital raises, and tax efficiency—let's talk about it! But first, join me in welcoming an old guest back to the show—my good friend and the Founder of Boardwalk Wealth, Omar Khan. Omar Khan is a CFA, a self-proclaimed global citizen like yours truly, and the Founder of Boardwalk Wealth, a premier private equity sponsor focusing on acquiring value-add and opportunistic real estate across the South East U.S. At Boardwalk Wealth, he is responsible for capital raising, strategic planning, and investor relations. With over 10 years of experience in global investing, Omar is one of the best sources of knowledge for multifamily syndication. In today's episode, Omar shares his experience going from investment banking to real estate investing. More than that, he goes over how he diversified his investments by investing in both capital- and non-capital-invasive businesses. But what we really focus on for this episode are three critical topics: inflation, capital raises, and how to pay zero taxes. Inflation and taxes are always going to be constants. So, if you want to learn how to use them to your advantage, learn from one of the best capital raisers in the real estate investment space and press that ‘Play' button now! KEY TAKEAWAYS 1. Worrying about inflation is not going to help you—there is no way around it! 2. Instead of worrying about inflation, position your portfolio to take advantage of it. 3. When done right, investing in passive income can help you achieve better tax efficiency. 4. Physical assets are a hedge against inflation. 5. When you invest in an operational business, having a good operating partner is imperative to success. This is especially true if you are also investing in physical assets; it's difficult to handle both at the same time! LINKS https://www.linkedin.com/in/omark1/ https://www.boardwalkwealth.com/ https://www.linkedin.com/company/boardwalkwealth INVESTMENT OPPORTUNITIES Want to invest alongside Reed? All investments are 100% PASSIVE. Historical returns to accredited investors have ranged 18-31% annualized! To find out more, head on over to… www.reedgoossens.com
Today we have a treat for you! Omar Khan is not only a good friend of mine but his balanced perspective in the real estate market is bar-none. His witty and out going approach definitely makes him a real estate investor you need to know. It is not always fun and games, he knows how to close deals and get through the mud if a deal goes sideways. Being well rounded in this field is a must and with Omar in your corner, you will definitely win. This is going to be an awesome episode of Operators & Allocators. A little bit about our guest, Omar is responsible for capital raising, strategic planning and investor relations. He has over 10 years of global investment experience. He is a founder at Boardwalk Wealth, a leading private equity sponsor focusing on acquiring value-add and opportunistic real estate across the South East. We are active across Texas, Florida and Georgia with 1,400+ units acquired to date. Take a look at some of the topics in this interview 00:00 Intro 02:06 - Omar's start 06:30 - Omar's deal criteria 10.10 - Getting comfortable with operations 23:50 - What is a good market 28:02 - Current view of today's market 31:26 - Omar's unpopular opinion 37:33 - 2 best practices for investors Omar Khan's socials Website https://www.boardwalkwealth.com/our-team/ Email Omar@boardwalkwealth.com Learn more about the podcast and it's presenters at: https://therequitygroup.com/ Register to Invest with The Requity Group: https://investors.appfolioim.com/trg/investor/request_access Learn more about the podcast and it's presenters at: https://therequitygroup.com/ Register to Invest with The Requity Group: https://investors.appfolioim.com/trg/investor/request_access
My guest today has over 10 years of global investing experience and is the founder of Boardwalk Wealth with over 1,100 units under management and over 2,000 units bought and sold. Omar Khan is responsible for capital raising, strategic planning, and investor relations while focusing on acquiring value-add multifamily and apartments across the southeast. Today, Omar is going to share his high-level perspective on the three phases of apartment investing: sourcing deals, asset management, and liquidation events. You'll learn how Omar talks the right "language" with brokers and uses specific phrasing to indicate that he's someone who can follow through on an acquisition. You'll also learn the systems he has in place to provide benchmarks and goals for his teams to add value to his investments. And you'll learn several key differentiators Omar uses when it comes to profiting from a cash-out refinance or sale. You're definitely going to benefit from the sophisticated strategies and processes Omar shares during today's conversation. You can find out more about Omar through email or his website: omar@boardwalkwealth.com www.boardwalkwealth.com Today's episode is brought to you by Green Property Management, now offering a $250 per unit project allowance to new clients in West Michigan. Text "Green250" to 21000, or visit them at https://www.livegreenlocal.com/. And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. Visit https://www.rcbassociatesllc.com/ to learn more.
Boardwalk Wealth's Omar Khan returns to Invest Like a Boss to talk capital appreciation with Sam. Omar tells us why you should stop focusing solely on cash flow and look to appreciation to truly grow wealth. Then Sam and Derek discuss Omar's ideas, go over their appreciable assets and do a general catch up as the year comes to an end. Omar is responsible for capital raising, strategic planning and investor relations. He has over 10 years of global investment experience. He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a B.Com in Finance. Omar moved from Canada and lives in Texas with his wife and newborn son. Listen to ILAB 209 on iTunes here or subscribe on your favorite podcast app. Where we are: Johnny FD – Ukraine / IG @johnnyfdj Sam Marks – United States / IG @imsammarks Derek Spartz – Venice Beach / IG @DerekRadio Sponsor: FerretFerret is a new relationship intelligence app that can spot red flags linked to any potential business associate partners or suppliers to give you the peace of mind you need. Get instant access to the beta version now when you visit Ferret.ai and use promo code BOSS Support Invest Like a Boss: Join our Patreon Discussed: Boardwalk WealthIn the "Contact" section on BoardwalkWealth.com mention you are from Invest Like a Boss and they will unlock access to the Boardwalk Wealth mobile app with all the content for free, usually only reserved for investors. Boardwalk Wealth (@boardwalkwealth) Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) *Johnny and Sam use all of the above services personally. Time Stamp: 09:15 – Can you explain Cash flow vs Capital appreciation? 20:22 – Can you do capital appreciation without generating cash flow? 21:47 – How do you determine how much to pay out as a dividend? 24:22 – Can you talk about one of the successful deals Sam is involved in? 27:10 – What do you do when you finally decide to sell? 28:22 – Were you concerned when covid-19 first began? 32:03 – How many projects do you currently have outstanding and how are they performing? 33:54 – Can you talk about the upcoming deal in Atlanta? 38:37 – How many other deals do you have starting up? 41:07 – With interest rates likely to increase, how would that affect your current and future projects? 43:13 – Do you have any projections for the future? 49:44 – Sam and Derek recap If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2021. All rights reserved. Read our disclaimer here.
Welcome to the Real Estate Asset Management Podcast brought to you by Break of Day Capital! In today's episode, we talk to Boardwalk Wealth syndicator, Omar Khan, about the multimillion-dollar question: sell or refi? Omar shares his thoughts on whether he thinks it's best to recapitalize, sell, or refinance properties and shares examples from his own career experience. We discuss the pros and cons of selling and refinancing, and the challenge of finding a balance with long-term wealth and risk. We touch on what can be done to ease the setbacks of labor shortages and ways to ensure that your team is always up to date and on the same page. Omar talks about the link between cap rates and interest rates and explains why you cannot simply sit around, idly waiting for the market to grow. Tune in to find out more from professionals in the field so you can make an informed decision to either sell or refi.Key Points From This Episode:Guest Omar Khan shares his professional background.Omar's thoughts on whether to recap, refi, or sell.Finding a balance with long-term wealth and long-term risk.Pros and cons of selling.Pros and cons of refinancing.Why Gary chooses to sell more often in a quicker time period.How Omar is willing to take risks with his own money, but not with other people's money.Gary shares how labor shortages have set him back a bit.How Omar has elevated one of his onsite property managers to the role of floating PM.Why Omar makes a record of repeatable tasks to add to an ever-expanding learning library.Loom: what it is and what it can be used for.How cap rates are linked to interest rates.Why you have to be prepared to spend money and can't simply wait for the market to grow.The growing demand for workforce housing.Omar's asset management superpower: being organized.Links Mentioned in Today's Episode:Asset Management Mastery Facebook GroupAsset Management Mastery WebsiteBreak of Day Capital Break of Day Capital InstagramGary Lipsky on LinkedInJake and GinoOmar Khan on LinkedInBoardwalk WealthOmar Khan email: omar@boardwalkwealth.coGarzella Group
If you are new to real estate investing, having a mentor can be a great help so that you will learn the ropes of the industry. But, how do you find the right mentor for you? How do you build a good mentor-mentee relationship? In this Highlights episode, we look back at our conversations with Jason Mittman of Mittman Real Estate and Matthew Baltzell of Boardwalk Wealth. Jason shares how he was lucky enough to find a wise and experienced mentor at the age of 18. He also emphasizes that hard work, integrity, and a willingness to learn are foundational to a successful mentor relationship. While Matthew shares the importance of mentors, no matter what industry you are in. He has developed five steps for landing a real estate mentor that could easily be translated into any other field. Enjoy the show!
Omar Khan, Managing Principal and Founder of Boardwalk Wealth, joins True Multifamily to talk about his process on syndicating a multifamily property. He shares the importance of being consistent in communicating and using the necessary tools, especially when maintaining a B+ property. He also mentions that a third-party property management company should hire competent and consistent people onsite, emphasizing that the last link in the chain should still be extremely strong. Omar also shares his experience firing a toxic and incompetent property manager. He stressed the unprofessional patterns of the property manager and how it's never a good look at how the property will improve. Eventually, they changed property managers, hiring someone competent who has a reasonable disposition and was organized. Follow, Share & Subscribe! True Multifamily: Website Facebook Instagram YouTube Justin Fraser's Social Media: Facebook Twitter Instagram LinkedIn Connect with Omar Khan: Website Facebook LinkedIn YouTube
Beginning real estate with all the numbers is tough. In today's episode, we're going to dive into them! Omar Khan is the Founder of Boardwalk Wealth, a leading private equity sponsor focused on acquiring value-add and opportunistic real estate across the South East. They are currently active with over 1,400 units under management. They also have a lower middle market platform with investments in consumer goods (health and fitness) and Quick Service Restaurants.[00:01 - 06:32] Opening SegmentLet's get to know today's guest, Omar KhanBeing a fourth-generation real estate investor member of the familyOmar shares his tough real estate experience[06:33 - 19:07] Chartered Financial Analyst, RE ExpertIt was not a one-man showWhy Omar buys Class A assetsWhy is The Seller Selling?Why Consistency is a Key to Propel Forward Investing Outside of Real Estate InvestingOmar talks about how he funds his deals[19:08 - 21:04] Final Four SegmentOmar's advice to aspiring investorsConsistencyHow Omar stays on top of his gameStay out of the whole mentorship talk; readingOmar's way to make the world a better placeStill figuring outReach out to our guest - see links below Final wordsTweetable Quotes“I'm not going to overlook it just because it's Class C. What matters is how much money we can make, not what a picture of what the property looks like.” - Omar Khan“It's kind of like a sales process regardless of what you're doing. You start at the start, you have an end. You've got to move it.” - Omar Khan-----------------------------------------------------------------------------Connect with Omar Khan through: omar@boardwalkwealth.com or LinkedIn. Check out www.BoardwalkWealth.com and propel your real estate investing forward. Connect with me:I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns. FacebookLinkedInLike, 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
Beginning real estate with all the numbers is tough. In today's episode, we're going to dive into them! Omar Khan is the Founder of Boardwalk Wealth, a leading private equity sponsor focused on acquiring value-add and opportunistic real estate across the South East. They are currently active with over 1,400 units under management. They also have a lower middle market platform with investments in consumer goods (health and fitness) and Quick Service Restaurants.[00:01 - 06:32] Opening SegmentLet's get to know today's guest, Omar KhanBeing a fourth-generation real estate investor member of the familyOmar shares his tough real estate experience[06:33 - 19:07] Chartered Financial Analyst, RE ExpertIt was not a one-man showWhy Omar buys Class A assetsWhy is The Seller Selling?Why Consistency is a Key to Propel Forward Investing Outside of Real Estate InvestingOmar talks about how he funds his deals[19:08 - 21:04] Final Four SegmentOmar's advice to aspiring investorsConsistencyHow Omar stays on top of his gameStay out of the whole mentorship talk; readingOmar's way to make the world a better placeStill figuring outReach out to our guest - see links below Final wordsTweetable Quotes“I'm not going to overlook it just because it's Class C. What matters is how much money we can make, not what a picture of what the property looks like.” - Omar Khan“It's kind of like a sales process regardless of what you're doing. You start at the start, you have an end. You've got to move it.” - Omar Khan-----------------------------------------------------------------------------Connect with Omar Khan through: omar@boardwalkwealth.com or LinkedIn. Check out www.BoardwalkWealth.com and propel your real estate investing forward. Connect with me:I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns. FacebookLinkedInLike, 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
For today's episode we bring back our returning champion Omar Khan, founder of Boardwalk Wealth, an investment firm focused on Class B acquisitions with value-add potential. Recently, due to the run up in prices we have seen in 70's/80's vintage multifamily buildings, Omar has begun to contemplate alternate investment strategies, including ground-up development. Today's episode is centered around this specific topic, as we try to shed some light on the question of "What makes more sense today, acquisitions, or ground-up development?"The best way to reach Omar is through e-mail at omar@boardwalkwealth.com, as well as at Boardwalk Wealth's website, where you can register for Omar's newsletter. Below is Omar's newsletter which spurred our conversation:A great question to ask, when confronted with any claim: "Compared to what?" I was thinking of the risk profile of a new development. It's considered risky in general, but what comparisons do we have? Well, the current market conditions are really frothy. Let's take assets built in the 80s/90s. They are now trading at (or close to) replacement cost. This means that 30-40 year old assets are roughly selling for the same amount as the cost to build a new development. These older assets typically have outdated floor plans with high maintenance expense. So they will require a huge investment, and ramp-up period, to make them work as attractive deals. Compared to THOSE assets, a real estate sponsor can assume a similar level of risk in a new development. Once built, this new asset requires minimal maintenance. The old asset ramp-up period is comparable to the new development build. But then the new asset is far more efficient on rent per square foot, as well as cost per square foot. On top of this, residents in new build communities tend to have higher incomes. And they are able to withstand economic downturns (like a pandemic) better than residents in lower income housing communities. So in that sense, the new development is lower risk. Food for thought. Let me know if you have a rebuttal or would like me to elaborate. Omar Khan Managing Partner, Boardwalk Wealth
Matthew Baltzell From Aspiring Actor to a Successful Real Estate Investor Today Dr. Allen chats with Matthew Baltzell, a real estate investor with a portfolio of 175+ units who works in investor relations at Boardwalk Wealth, a private equity company based in Dallas, Texas which specializes in acquiring large multi-family apartments in the US. He is also a Podcast host. He left the United States and wanted to settle in Germany but after some time he realized that he wanted to go for multi-family real estate investments. Gradually he started learning real estate syndicating and worked for others to learn the power of leverage not only in real estate but also in media, networking, and connections. In today's chat, listen to Matthew's journey from an aspiring actor to a successful real estate investor. He inspires us that you can always get success in life with the right attitude and correct understanding. 3 Key Points from the episode: Spend time learning the basics of investment. One should be very analytic while taking any investment decision. Be aware of yourself and your skills. Connect with Matthew: matthew@elitepodcastbookings.com https://elitepodcastbookings.com/ -=-=-=-=-=-=-=-=-=-=-=-=-=-=Steed Talker =-=-=-=-=-=-=-=-=-=-=-=-=-=- Passionate about the work you love but have little time to develop a passive investment portfolio to secure your future? Want to live more abundantly in ALL areas of life? Schedule a FREE 30-minute strategy session. -=-=-=-=-=-=-=-=-=-=-=-=-=-=Steed Talker =-=-=-=-=-=-=-=-=-=-=-=-=-=- Want to appear on our podcast? Learn how you can passively put your hard-earned money to work for you through multifamily syndication: Steed Talker Capital
Omar Khan’s global experience has been leveraged across commercial real estate and capital markets. He has advised on over $3.7 billion of capital financing and M&A transactions. Being a seasoned professional in capital markets (capital financing, M&A, sell-side equity research), strategic planning and operations has provided him with a unique perspective. He has helped senior leadership in implementing global data-driven decision-making practices by focusing on relationship development, mentorship and talent management. In this episode, we talked about: Omar’s transition from finance career to real estate Investing in real estate internationally Types of deals he had Raising capital and investing strategies Multifamily investments philosophy His firm, Boardwalk Wealth which is a private equity firm located in Dallas, Texas. And MORE! Resources and Links: https://www.boardwalkwealth.com/ Connect with Omar
Our awesome guest for today is Omar Khan, Founder of Boardwalk Wealth in Dallas, Texas. He leads the company’s capital raising, strategic planning, and investor relations, leveraging his 10+ years of global investment experience. A seasoned professional, he offers unique perspectives in the financial and real estate spaces, which have allowed him to advise on almost $4 billion of capital financing and merger and acquisition transactions. Today, he joins us to talk about marketing and why we should be informed about it. Let’s listen to Omar and learn how to spot sketchy marketing schemes in real estate! [00:01 – 06:13] Opening Segment I introduce our guest, Omar Khan His thoughts about single-family investing [06:14 – 14:49] Volume vs. Quantity Managing the property manager is not hard Omar explains What aspect of real estate has been challenging for Omar? Conversion rate is a “volume vs. quantity” issue A good rating might be deceiving Don’t miss Omar’s thought process to attract investors! [14:50 – 19:06] Shut Up and Ride a Bike How to talk about real estate with friends and family Be normal How to move forward in real estate Commit new mistakes Accept that some things are out of your control [19:07 – 27:17] Sketchy Marketing Listen to Omar’s tips about underwriting a deal What’s “sketchy marketing” for Omar? Here’s Omar’s interesting thought about coaching you don’t want to miss! [27:18 – 29:45] Closing segment Favorite deal None so far A deal that will pay me 3 times my purchase price If your great great grandkids are to write a book about you, how would you like it to be titled? Rich Dad Connect with Omar. See the links below Tweetable Quotes “As long as you’re making new mistakes, do it. Go for it.” – Omar Khan “You gotta walk the talk first before you talk the talk.” – Omar Khan Resources Mentioned: Neil Bawa Jake & Gino Rich Dad Poor Dad You can email Omar at omar@boardwalkwealth.com or follow him online: Facebook and LinkedIn. Check out Boardwalk Wealth and their social media pages: LinkedIn, Facebook, and YouTube. LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. I believe that you only need a small axe to build a lasting empire. Let’s start building yours! To know more about me and all the real estate opportunities you can find, you can connect with me on LinkedIn, Instagram, and Facebook or check out my website https://smallaxecommunities.com/ and book a call with me.
Omar Khan's global experience has been leveraged across commercial real estate and capital markets. He had advised on over $3.7 billion of capital financing and M&A transactions. Being a seasoned professional in capital markets (capital financing, M&A, sell-side equity research), strategic planning and operations has provided him with a unique perspective. He had helped senior leadership in implementing global data-driven decision-making practices by focusing on relationship development, mentorship and talent management. As a Paul Harris Fellow, he mentored youth in social development institutions and non-profits in 3 countries.Omar Khan is CFA and founder of Boardwalk Wealth which is a private equity firm located in Dallas, Texas. They connect passive investors to multifamily real estate opportunities of B and C class properties with value-add potential. This includes access to premier partners with a track record of large-scale investment, and best-in-class property managers.In this episode, Omar will share his professional background in finance and operations in commercial real estate. He will also provide some insights into a multifamily acquisition in Atlanta, GA. CONNECT WITH OMAR KHANEmail: omar@boardwalkwealth.comBoardwalk Wealth Website: https://www.boardwalkwealth.com/ CONNECT WITH JONATHANTo connect with Jonathan, you can send email to info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network. Thanks for listening and until next time, keep building wealth in Commercial Real Estate!
Omar Khan is a CFA Charterholder and graduated with honors from the University of Toronto with a BCom in Finance. Before being part of Boardwalk Wealth, Omar worked doing Institutional Equity Research. He is responsible for capital raising, strategic planning, and investor relations at Boardwalk Wealth.[00:01 – 15:11] Who is Omar Khan?I introduce and welcome our guest, Omar KhanOmar Khan talks about his background and how his journey beganHis transition to finding Boardwalk WealthStumbling upon Multifamily propertiesBuilding your work ethic[15:12 – 18:31] Weathering the COVID StormOmar shares how he manages through the effects of COVID on his business and looks at it as, “Just business as usual.”[18:32 – 29:36] THE FINAL FOURWhat’s the worst job that you ever had?Institutional and equity research and investment bankingWhat’s a book you’ve read that has given you a paradigm shift?“It’s NOT Rich Dad Poor Dad.” I read that book, and it made me dumber.The Black SwanWhat is a skill or talent that you’d like to learn?More patience and more empathy.What does success mean to you?The answer to that keeps changing over time.Time and freedom. Because that helps me live the kind of life I want to live.Connect with Omar. See the links below.Final thoughts Tweetable Quotes:“You don’t have to like doing it, but you understand why you’re doing it.” – Omar Khan“If you can’t control something, why worry about it?” – Omar Khan Resources Mentioned:Rich Dad Poor Dad You can connect with Omar by visiting their website https://www.boardwalkwealth.com/ or by sending him an email at omar@boardwalkwealth.com WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Support the show (https://www.buymeacoffee.com/weissadvice)
5 Talents Podcast - Commercial Real Estate, REI, Financial Freedom
Forget out about the deal for a second, how is your underwriting? How’s the quality of your sponsor? We’ll talk about this today with our guest Omar Khan, a CFA and Real Estate investor and syndicator with Boardwalk Wealth. Omar has 10 years of investing across real estate and commodities, with vast experience in advising high other net-worth advisors and entrepreneurs on real estate portfolio allocations. He’s helped many implementing global data-driven decision-making practices by focusing on relationship development, mentorship and talent management.Let’s jump right into the episode and learn how the process and filters you use to do underwriting and partnership is vital to the overall deal. [00:01 - 07:08] Opening SegmentLet’s get to know Omar KhanOmar gives us some background [07:09 - 15:17] Using Golden Standard Financial Advising Experience Omar breaks down what a CFA charterholder is and how he got the title How Omar uses his experience today How Omar does deals today and advice on playing the game [15:18 - 23:39] Finding Deals that Fit Your Investment Criteria; Passing Filters Omar walks us through his deal process and strategy on the GP and Passive side Pass through underwriting filters then visualize The importance of sharing filters with the brokers [23:40 - 33:23] Forget About the Deal for a Second Looking at the quality of the sponsorThe importance of partnering with a team Vetting and education of the partners [33:24 - 42:20] Closing SegmentOmar talks about sourcing the right mentorship and education How to get more of Omar - links below How Omar gives back Final words from Omar and MeTweetable Quotes:“Before you decide to look into numbers… you gotta decide what do I want to do? What kind of resident do I want to have? And where does that particular type of resident or a particular type of property exist?” - Omar Khan“You have to be comfortable with, ‘letting go of deals that are not fitting your investment criteria.’” - Omar Khan------------------------------------------------------------------------------------------Connect with Omar on LinkedIn or email info@boardwalkwealth.com. Visit https://www.boardwalkwealth.com to learn more. Guest Email: omar@boardwalkwealth.com Connect with me:https://www.5tcre.com/FacebookLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.comSupport the show (https://www.buymeacoffee.com/5Talents)
Omar Khan is a real estate investor with over 10 years of global investment experience. He is a CFA Charterholder and has graduated from the University of Toronto with a B.Com in Finance. Omar is one of the people behind Boardwalk Wealth, a private equity firm in Dallas, Texas which connects international investors with US-based multifamily real estate opportunities. He is responsible for capital raising, strategic planning, and investor relations. Omar has worked for 10 plus years in corporate finance investment and has advised on over $3.7 billion of capital financing and M&A transaction. Four years ago Omar moved from Canada to Texas with his wife and newborn son. Listen in as they discuss:Omar's entrepreneurial journeyWho is an ideal buyer for his serviceA realistic expectation of doing a multi-family dealCAP rates and how it worksOmar also shares some of the worst advice he's seen or heard in his area of expertise.TIP OF THE WEEKMark: My tip of the week is learn more about multi-family investing, or if you just want to passively get a nice return investment listen to Omar Khan. Just go to boardwalkwealth.com, it's a really good place to start.Scott: Go check out invideo.io, it's very cool they have all kinds of graphics.Omar: Check out US Census Data, it's free and it got pretty much all other resources you'll see online, they're building up US Census. Also, there are free sites called city-data.com, bestplaces.net and you can go to niche.com they got better graphics.Isn't it time to create passive income so you can work where you want, when you want and with whomever you want?
I had the special honor of speaking with Omar Khan, founding principal at Boardwalk Wealth, a private equity firm located in Dallas Texas. Boardwalk Wealth has 1300 doors and $120M assets under management. In this episode, Omar shares his experience working in M&A transactions, why he got started into multifamily investing, his process for sourcing and analyzing deals, and the most common mistakes he sees new investors making.
What is going on everybody!? Welcome to another episode of Cashflow 2 Freedom. Today I had the pleasure of sitting down with Matthew Baltzell. Matthew currently lives in Thailand and works with a company by the name of Boardwalk Wealth. Boardwalk Wealth is a private equity firm that specializes in connecting passive investors with multifamily and other commercial real estate assets. Matthew has built extensive experience surrounding all aspects of identifying and acquiring large commercial real estate assets. This includes market research, due diligence, investor relations, and property analysis. That said, Matthew brings a ton of value to the table for us today in this episode. Matthew breaks down how exactly Boardwalk Wealth structures their deals with investors. This includes everything from what preferred return they offer investors, to the structure of the limited partners and general partners. He also shares with us what Boardwalk Wealth has planned for the future and what so many real estate syndicators get wrong. One of the great topics of discussion today was about relationships with those you choose to work with. It should go without saying, but you should know exactly who you're going to be working with and who you'll be associated with in any investment. Whether it's a stock or a real estate asset, knowing your team and those who control the deal, is critical. You can keep up with Matthew on his website at matthewbaltzell.com and you can also keep up with Boardwalk Wealth on their website boardwalkwealth.com/ Thanks a bunch for listening everybody, AJ
What is going on everybody!? Welcome to another episode of Cashflow 2 Freedom.Today I had the pleasure of sitting down with Matthew Baltzell. Matthew currently lives in Thailand and works with a company by the name of Boardwalk Wealth. Boardwalk Wealth is a private equity firm that specializes in connecting passive investors with multifamily and other commercial real estate assets.Matthew has built extensive experience surrounding all aspects of identifying and acquiring large commercial real estate assets. This includes market research, due diligence, investor relations, and property analysis. That said, Matthew brings a ton of value to the table for us today in this episode.Matthew breaks down how exactly Boardwalk Wealth structures their deals with investors. This includes everything from what preferred return they offer investors, to the structure of the limited partners and general partners. He also shares with us what Boardwalk Wealth has planned for the future and what so many real estate syndicators get wrong.One of the great topics of discussion today was about relationships with those you choose to work with. It should go without saying, but you should know exactly who you’re going to be working with and who you’ll be associated with in any investment. Whether it's a stock or a real estate asset, knowing your team and those who control the deal, is critical.You can keep up with Matthew on his website at matthewbaltzell.com and you can also keep up with Boardwalk Wealth on their website boardwalkwealth.com/Thanks a bunch for listening everybody,AJ
Matthew Baltzell hosts the podcast Real Estate Journeys and is a real estate investor who works in investor relations at Boardwalk Wealth, a private equity company based in Dallas, Texas which specializes in acquiring large multi-family apartments in the US. His current focus is on helping investors scale their business to 100 units and become location independent. Matthew is originally from Denver, Colorado and currently lives abroad in Chiang Mai, Thailand where he and his wife just had there first child.Takeaways:You need to find the value that you can add.You have to be clear about what you want to do within real estate.You can't compare yourself to someone because there are so many different aspects to think about.Think creatively about making a deal work. At the end of the day, real estate investors are problem solvers.Snapshot Round:What is the number one thing you need as a new investor to get started? Relationships are key, as far as multifamily is concerned, the bigger you scale, the more team members you're going to need to add. What was one nugget of investing knowledge you want to give us? As far as investing is concerned, you have to think creatively.What is your dream? My dream is to be as independent, have my family be as independent as possible.Matt's contact:Website: https:www.matthewbaltzell.com
I had the pleasure of sitting down recently with Omar Khan, a CFA charter holder and founder of Boardwalk Wealth for a deep dive on multifamily deal analysis. Check out this episode to learn more about What are deal killers for OmarWhat he looks for in a good submarketWhat analysis he does when underwriting dealsWhen is it ok and not ok to "re-trade"Advice for passive investors and 1st time syndicatorsOmar Khan is a CFA Charterholder and the founder of Boardwalk Wealth. He has over 10 years of global investment experience and has participated in capital financing and M&A transactions valued at $3.7 billion and $100 MM of multifamily transactions. He is responsible for capital raising, strategic planning and investor relations at Boardwalk Wealth.To get in touch with Omar, please visit www.boardwalkwealth.comTo get in touch with Ryan, please visit www.lifechangingcapital.com
Omar Khan of Boardwalk Wealth joins us to discuss his deal marketing videos! Omar syndicates cash flowing multifamily real estate, and today he's joining us to teach us about the marketing videos he makes to introduce his deals to his investors. I reached out to Omar after seeing one of his videos - I was very impressed! If you want to learn about how a syndicator can step up their deal marketing, this is the interview for you!Get in touch:www.boardwalkwealth.comBoardwalk wealth's Youtube: https://www.youtube.com/channel/UCmMBl2fF_VLNgZ16c10bZvA Other Similar Episodes:Why Cash Flowing Real Estate is Better than Development, with Andrew SchenaMaking Self Directed IRAs Work For You with Kaaren HallGuest Bio:Omar is responsible for capital raising, strategic planning and investor relations. He has over 10 years of global investment experience.He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a B.Com in Finance.Omar moved from Canada and lives in Texas with his wife and newborn son.Show Transcript
Today we interview Omar Khan. Omar runs Boardwalk Wealth, a private equity firm based in Dallas, TX that specializes in multifamily real estate opportunities of B and C class properties with value-add potential. We talk about:The markets Omar is in right now and the reasons why. The difference between investing in existing assets vs. ground-up development. How his company zones in on a target market and eventually finds a property there. Today’s market and where we are on the economic cycle. How much buyers are overpaying for assets today and what Omar is doing about it. Omar’s thoughts on the Houston market. Where Omar’s time is best spent today in the running of his company. The most important attribute Omar looks at when selecting a market and the most important attribute he looks at when evaluating individual property. You can find out more about Boardwalk Wealth and subscribe to their newsletter at boardwalkwealth.com, which I highly recommend. You can also find Omar on LinkedIn or reach out to him at omar@boardwalkwealth.com
The US real estate market is truly different to anywhere else in the world and here to explain why is our friend Omar Khan from Boardwalk Wealth. Omar was born in Pakistan, then moved to Canada and finally settled in Texas! Omar begins by explaining why America is the best place to do business, in real estate or otherwise and why if you cannot make it in the US you won't make it anywhere. We discuss the usefulness of networking during your college years and why you have to choose your friends wisely from a young age. You could be drinking with the wrong crowd in the wrong fraternity!
The talk never gets boring when you are with Matthew Baltzell, who is a real estate analyst and a team member of the Boardwalk Wealth, a private equity firm located in Dallas with 1257 units under management. He is responsible for market research, due diligence, acquisitions and investor relations. He participates in identifying, analyzing and advising in all phases of the acquisition process and he's also a host of Real Estate Journeys Podcast. If you enjoyed this interview make sure to like, subscribe and share with a friend! #MatthewBaltzell #Multifamily #RealEstateJourneys Watch this episode on YouTube: https://www.youtube.com/watch?v=uAgIgYIYR5E&t=39s --- Send in a voice message: https://anchor.fm/reallysocialestate/message
Matthew Baltzell is a real estate analyst at Boardwalk Wealth in Dallas, Texas and host of the podcast Real Estate Journeys on iTunes and Stitcher.Born and raised in Colorado, Matthew graduated from Colorado State University with a degree in Speech Communications.Prior to the 2008, he helped operate a family portfolio of ten Single Family homes along with multiple fix and flips.Today, he is living the good life in Chiang Mai, Thailand working abroad from his MacBook Pro. Digital Nomad? Not Exactly.Matthew embarked on a journey around the world and found his loving wife Bew in Thailand. They fell in love and recently got married in November 2018 and have plans to return to Denver, CO.His current focus is to develop himself as a real estate investor at Boardwalk Wealth and to help pioneer new real estate investors with multi-family apartments and commercial real estate.On this episode:Learn why Matthew purged all of his belongings and left his home to go to the next chapter of his life.Discover the importance of reinventing yourself.Hans and Matthew discuss what amount of passion is required for success.Tweetable Quotes:"You’ve gotta shed some of the old to adapt to the new." – Matthew Baltzell"Everybody has some value to add." – Matthew Baltzell"If you want to standout, you’ve got to add value." – Matthew Baltzell"People that have longevity – those people have reinvented themselves." – Matthew Baltzell"If you can find passion in something, that’s a good start." – Matthew BaltzellMatthew Baltzell:https://matthewbaltzell.com/Schedule a free 15 minute call with Hans here:https://calendly.com/h-struzyna/15minFor more information about Hans Struzyna and Another Way to Play, visit:anotherwaytoplaypodcast.com See acast.com/privacy for privacy and opt-out information.
Founder of Boardwalk Wealth, Omar Khan, explains the inspiration behind opening his own private equity firm, and how he was able to acquire 1,200+ units in less than 3 years. In this episode Omar discusses: 1) Strategies on expanding your business presence on social media 2) His experience living in 4 different countries 3) How to properly position yourself to become a successful entrepreneur Contact Omar: omar@boardwalkwealth.com Follow Dream Chasers on: Spotify: open.spotify.com/show/0fqzz3iJS2uARrz4N6dlmN?si=EQrwkWIUSoSsqmKzRRXx8g Apple Podcasts: itunes.apple.com/us/podcast/dream-chasers/id1441685534?mt=2&uo=4 And Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy83YTliY2IwL3BvZGNhc3QvcnNz --- Support this podcast: https://anchor.fm/dreamchasers/support
Dylan Marma and Mike Taravella interviews Omar Khan who is responsible for Multifamily Acquisitions for Boardwalk Wealth. Buy Right so you don’t have a property that you can’t exit Chances for having a more favorable increase: If you are in a bigger, more liquid market Execute true value-adds, instead of having the market driving Leave some value-adds for the next seller Class C properties are trading for the same cap rates as Class B The biggest risk investors are facing is that sponsors aren’t raising enough money Leave 6-9 months of cash flow personally and in your business You’re never a forced seller when times are good Investors must trust you and believe in the story of the deal, not just the numbers Ask specific questions to sponsors to see their thought processes Accounting & Finance team members live and die by the income statement Don’t be fearful to ask questions Reassess your underwriting assumptions by comparing with actuals Expert Tip: Have the patience and reserves as a sponsor to get paid. Sponsors generally get paid on the sale of the deal and it takes several years to do so. Quote14:48 -15:11 Contact Information: https://www.boardwalkwealth.com/ For more information/to connect with Rand CRE: www.randcre.com To register to invest with us: https://invest.randpartnersllc.com/invexp/accounts/login/ Rand CRE's Facebook: https://www.facebook.com/randcre Rand CRE's Twitter: https://twitter.com/randcre Rand CRE's Linkedin: https://www.linkedin.com/company/randcre Rand CRE's Instagram: https://www.instagram.com/randcre
Matthew Baltzell is a real estate analyst at Boardwalk Wealth in Dallas, Texas and the host of Real Estate Journeys Podcast — To learn about our investment strategy and business plan If you’re interested in real estate investing, particularly passive real estate investing Dwaine Clarke has the resources you need to achieve financial freedom and wealth. If you are an accredited investor you can partner with Dwaine in a passive investment opportunity, receiving all the benefits of an active owner without being an active owner. http://passiveinvestorsclub.com/invest-with-us/ Thank you and I appreciate you watching this video. Please like, subscribe, and share with others that you may find this valuable. Your comments are useful and help us generate better quality content based on your feedback. — Subscribe to my channel here: https://www.youtube.com/channel/UCb66-jA-WR4-LlJqp8Sn2wg?sub_confirmation=1 — Dwaine Clarke is the Founder and Managing Partner of Jackson Clarke Capital Partners a real estate investment firm focused on the acquisition and re-positioning of Apartment properties in major metropolitan markets. http://jacksonclarkegroup.com In addition to Jackson Clarke Capital, Dwaine is also the Founder and President of GCT Net Lease an investment real estate services firm exclusively focusing on Single and Multi-Tenant Net Lease Properties. The firm provides a full range of brokerage and advisory services nationwide to High Net worth Investors, Developers, REITs and Institutional Investment Funds. http://buynnnproperties.com Dwaine is also the host of Wealth Through Real Estate Investing and Small Business, Big Ideas Podcasts. He is also the author of three best selling real estate investing books. https://www.amazon.com/Dwaine-L-Clarke/e/B005GLEUKO — Follow Me Online Here: Instagram: https://www.instagram.com/dwainelclarke/ Facebook: https://www.facebook.com/DwaineClarkeOfficial LinkedIn: https://www.linkedin.com/in/dwaineclarke/ Website: http://passiveinvestorsclub.com Twitter: http://twitter.com/dwaineclarke Medium: http://medium.com/@dwaineclarke SoundCloud: https://soundcloud.com/dwaineclarke Podcast: https://podcasts.apple.com/us/podcast/wealth-through-real-estate-investing/id1457606006 Spotify: https://open.spotify.com/show/7B2wIQyiMgrcEJoqBUJzRR Subscribe to my weekly Newsletter for upcoming investment opportunities, exclusive content and giveaways here: http://www.jacksonclarkegroup.com/investors/
Target Market Insights: Multifamily Real Estate Marketing Tips
While currently living in Thailand, Matthew Baltzell works as an analyst for Boardwalk Wealth. He also hosts the Real Estate Journeys podcast where he focuses on helping investors acquire 100 units to become location independent. Partner: Download a Free Sample Apartment Deal Package Key Insights Raised in Denver, sold everything and traveled to Berlin and then Thailand He and his wife are expecting his first child (it’s a boy) Leveraged BiggerPockets and virtual meetups to start connecting with investors in the US to get started in multifamily Works with Boardwalk Wealth on analyzing deals and other tasks Wants to help investors get 100 units to be location independent Team Sport for Commercial Apartments: Underwriter, limited partners, general partners, attorneys, contractors, property managers, etc. Why 100 units? Clearing $100 per door with 100 units ($10k per month, $120k annually) should be a good freedom number for many investors You don’t want $1MM, you want a $1MM lifestyle Jacksonville and Atlanta are seeing strong YOY rent growth Like markets with over 1 MM population in the MSA Rents 10-15% below market value Launched Real Estate Journeys to get his name out and connect with investors Bull’s Eye Tips: How has a failure or apparent failure, set you up for later success? Went belly up managing 10 SFRs for his mother Most Recommended Book: The Alchemist by Paulo Coelho Most Recommended Digital/Mobile Resource: Dropbox Daily Habit Going to the gym Wish I Knew Starting Out To not be afraid of thinking big Real World Advice You are your greatest asset. Don’t let someone else’s perception of you become your perception of you. Current Curiosity Being a parent, technology and global economics Best Place to Grab a Bite Thailand Restaurants Don’t Really Have Names Resources: Real Estate Journeys Tweet This: “If I can start from thousands of miles around the world in Thailand, you can start today.” Connect with Matthew: Email: matthew@matthewbaltzell.com Leave us a review and rating on Apple Podcasts or Spotify. Be sure to check out more info at TargetMarketInsights.com.
Click Here To Listen/Download Full Episode of the Podcast Matthew is responsible for market research, due diligence, acquisitions and investor relations at Boardwalk Wealth a private equity company based out of Dallas, Texas. He participates in identifying, analyzing and advising in all phases of the acquisition process. Matthew is based out of Denver, CO and is currently living in Chiang Mai, Thailand. Reach To Matthew Baltzell: https://matthewbaltzell.com/ https://www.facebook.com/thematthewbaltzell https://www.instagram.com/matthewbaltzell/ https://www.linkedin.com/in/matthew-baltzell-56586721/ https://twitter.com/MatthewBaltzell Go to www.yarusiholdings.com for more info and free giveaways! Our Sponsor: Multifamily Foundation Workshop This is going to be an awesome event! Get Your Tickets Now at http://bit.ly/2ksfxgv Contact to info@yarusiholdings.com for discount related stuff ------------------------------------------- Find Financial Freedom through Investing in Apartment Buildings: https://lnkd.in/gmu8-BR For Those Who Are Serious About Buying Large Multifamily: https://lnkd.in/g__DBpu ------------------------------------------- Subscribe To Us On YouTube: http://bit.ly/2ONsX56 Subscribe To Us on #Libsyn: http://bit.ly/2JV7Xnc Rate This on iTunes : https://apple.co/2Xp8cjU Podcast on YouTube: https://youtu.be/R-cIiOXdul0 See acast.com/privacy for privacy and opt-out information.
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Omar Khan is a multifamily real estate syndicator based in Dallas, Texas and works with many foreign investors. He is a global citizen, having lived in Dubai, Toronto and Calgary. Previous to syndicating real estate deals he closed $3.7 billion in capital financing and merges and acquisitions transactions. Today, Omar focuses on syndicating large multi-million dollar deals across the US along with advising high net-worth individuals and entrepreneurs on real estate portfolio allocations. His firm, BoardWalk Wealth, has developed its own underwriting software called “Deal Analytica”. Learn More About Omar Here: Omar@BoardWalkWealth.com and 214-727-8643 What question do you always wish Charles would ask but he never does? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://bit.ly/34FF2vY ◾ Global Investors Web Page: http://bit.ly/2Np1Me4 ◾ Join Our Email Newsletter: http://bit.ly/32pehL0 ◾ Foreign Investing in US Real Estate Facebook Group: http://bit.ly/2WQWFpW
Omar Khan and Matthew Baltzell from Boardwalk Wealth discuss everything you need to know about high net worth individuals, where do they hang out, what to think about, and how to put yourself in the best position to network. Sponsored by Audible.com: Read what's next. READ ANYWHERE. CANCEL ANYTIME. Grab your FREE audiobook TODAY!
In this week’s episode, I had a fascinating discussion with Omar Khan. He shares with us how he was able to scale up his business quickly after coming to the US, with no social network. He will explain how he used a combination of grit and professional expertise to leverage himself into a new business and a new life. In particular, Omar highlights the dedicated work ethic common amongst immigrants, as well as entrepreneurs, and how having experience from living in multiple cultures creates an ability to recognize and communicate more quickly and effectively with others. Ultimately, he shares how this leads to building business faster, as well as a surprising sneak trick for his social media strategy! Omar Khan is a Chartered Financial Analyst (CFA CharterHolder) with Boardwalk Wealth, a private equity firm located in Dallas, Texas. He has over 10 years of investing across real estate and commodities, valued at $3.7 billion in capital financing and M&A transactions. Throughout this time, he syndicated large multi-million-dollar deals across the US and presently advises high net-worth individuals and entrepreneurs on real estate portfolio allocations. During his travels, Omar has lived in Dubai, Toronto, Calgary and now Dallas. Omar’s Bio: Being a seasoned professional in capital markets (capital financing, M&A, sell-side equity research), strategic planning and operations has provided Omar a unique perspective. He has helped senior leadership in implementing global data-driven decision-making practices by focusing on relationship development, mentorship, and talent management. As a Paul Harris Fellow, Omar mentors youth in social development institutions and non-profits in 3 countries. He resides in Dallas, Texas with his wife and son. How to Contact Omar: Website: www.boardwalkwealth.com Email: omar@boardwalkwealth.com
Enjoy this funny and insightful interview Matthew Baltzell who is a real estate analyst and a team member of the Boardwalk Wealth a private equity firm located in Dallas with 1063 units under management an and host of Real Estate Journeys Podcast. Watch this interview on Youtube: https://www.youtube.com/watch?v=dErwbEtrINg --- Send in a voice message: https://anchor.fm/reallysocialestate/message
Enjoy this funny and insightful interview Matthew Baltzell who is a real estate analyst and a team member of the Boardwalk Wealth a private equity firm located in Dallas with 1063 units under management an and host of Real Estate Journeys Podcast. Watch this interview on Youtube: https://www.youtube.com/watch?v=fNh9l90aEdY&t=2s --- Send in a voice message: https://anchor.fm/reallysocialestate/message
Dan Handford with PassiveInvesting.com interviews Omar Khan with Boardwalk Wealth about their most recent 138-unit multifamily investment located in Jacksonville, FL. The total equity raised on this deal was $4.4mil. Omar discusses how he was able to acquire this asset with a bridge loan for maximum returns.
Dan Handford with PassiveInvesting.com interviews Omar Khan with Boardwalk Wealth about their most recent 138-unit multifamily investment located in Jacksonville, FL. The total equity raised on this deal was $4.4mil. Omar discusses how he was able to acquire this asset with a bridge loan for maximum returns.
In this episode: Matthew keeps it real and unveils ‘The Man Behind the Curtain’. He takes us on his worldly journey which led him to see the world, find love, and join an elite syndication company called Boardwalk Wealth based in Dallas, Texas. He did this mostly while living abroad in Chiang Mai, Thailand. If you’re thinking about getting into real estate, this is an episode you will NOT want to miss! Key Insights of this episode Changing your mindset will change your world If I can do it, you can do it Take action ASAP Why Real Estate Journeys was created The power of the internet Key Podcast Moments You Don’t Want to Miss [1:45] Who Real Estate Journeys is for [2:26] What real estate podcasts are lacking [3:10] Matthew’s Real Estate Journey [4:55] Figuring out the future [6:23] Thinking outside the box [7:50] Creating a virtual meetup [10:30] Little tweaks lead to big peaks [11:20] Mindset paradigm shift Resources Mentioned in The Show BiggerPockets FREE Give Away The first 5 listeners to direct message Matthew on Instagram @matthewbaltzell (and mention The Alchemist by Paulo Chuelo) will receive a free copy of the book. Show Us Some Love If you enjoyed the podcast don’t forget to leave a rating and leave a review on iTunes! Also, if you’ve got friends who want to jump into real estate (or who dived it and need a life preserver), feel free to share this podcast! (PS Check out our Matthew Baltzell’s website for free swag and the best intro music of all real estate podcasts!)
Omar Khan is a CFA charterholder with 10 years of investing across real estate and commodities. He has arranged $3.7 billion in capital financing and M&A transactions, as well as syndicated large multi-million dollar deals across the US. He has also advised high net-worth individuals and entrepreneurs on real estate portfolio allocations. Omar is a Global citizen - lived in Dubai,Toronto, Calgary and Dallas “take your income and divide it by the number of hours – that's what you get. Anything that is below that finder where to either partner with somebody who can do it or find a way to give it to somebody else who can then do it. And nobody is ever going to do it 100% like you would but as long as you get to about 80, 85% that's okay. You have got to let things go because now you can channel your energies and focus your attention on bigger items”…[Listen for More] Click Here for Show Notes To Listen or to Get the Show Notes go to https://wp.me/p6Tf4b-6Xj
Underwriting & Finance expert Omar Khan of Boardwalk Wealth joins us to discuss advanced mapping strategies for underwriting and much more. Connect with Omar at https://www.boardwalkwealth.com/ AUDIO:
Omar Khan, CFA of Boardwalk Wealth and is responsible for capital raising, strategic planning and investor relations. He has over 10 years’ experience in investing across real estate and commodities, with $3.7 billion in capital financing and M&A transactions, syndicating large multi-million dollar deals across the US, and advises high net-worth individuals and entrepreneurs on real estate portfolio allocations.Connect with Omarwww.boardwalkwealth.comomar@boardwalkwealth.comFor today’s show notes, including audio and links to all the resources mentioned, visit www.limitless-estates.com/podcasts. For today’s video feed, visit our YouTube channel.To get access to our free Passive Investors Guide and monthly newsletters sign up at www.limitless-estates.comSchedule a free call with Kyle or Lalita hereTo find out more about partnering or investing in a multifamily deal email info@limitless-estates.com Local to Southern California? Attend our monthly meetup focused on Out of State Apartment investing. View our schedule at https://www.limitless-estates.com/events/meetupsJoin our Facebook Group - Passive Income through Multifamily Real Estate Have a question you would like answered on the show? Email us at info@limitless-estates.com.
Omar Khan, CFA and M & A expert with Boardwalk Wealth shares the workflow for efficiently and accurately analyzing a real estate deal. This show starts off with Omar revealing some great tips that will help you increase deal flow. You will learn how to communicate with the broker so that you avoid wasting your […]
Omar Khan, CFA and M & A expert with Boardwalk Wealth shares how asset management can help real estate investors manage their investments with reduced risk and greater efficiency. Why should you have an asset management plan in place BEFORE closing a deal? You will learn how a business plan can help you achieve CLARITY […]
In this Episode: Matthew talks with Omar Khan, CFA a 10-global real estate investment expert who has completed transactions worth $3.7 Billion in capital financing and M&A transactions. Matthew and Omar share best practices (and a couple of laughs) about proactively growing your network to stay on the top of your future customer’s mind How to build relationships in new markets The important ingredients of your network-time, relationships, and value Why it’s unpredictable where your network will take you…and that’s a good thing Tips for building your email list Key Highlights You Don’t Want to Miss [10:16] Why the typical advice about building your network (aka “just go to your real estate networking event” advice) doesn’t always work [10:35] A unique marketing experiment Matthew tried while in Thailand tried that ended up with Omar and Matthew meeting and working together [14:22] The advantage of travel in developing new perspective [21:19] How to build an email list [23:09] The importance of contacting your list more than one time Key Takeways When it comes to networking, you need to be three things-intentional, proactive, and persistent Your network is one of the most powerful things you can have in real estate The strength of your network is more important the numbers Networks require time to develop, but are worth every minute Your mindset while developing a networking is the most important About Our Guest Omar Khan, CFA (Chartered Financial Analyst) is a multifamily syndicator for Boardwalk Wealth, in Dallas, Texas. After landing in Texas less than three years ago with no network or contacts, he was landing multi-million-dollar deals. A global traveler who has lived in Dubai, Toronto, Calgary and resides in Dallas, Texas. On his spare time he enjoys listening to jazz music and playing with his son. One weak point Omar would like to improve on in his business is Marketing. LinkedIn Website Email: omar@boardwalkwealth.com
In this episode, Whitney interviews Omar Khan, CFA and M & A expert with Boardwalk Wealth. Omar gives some great insights that will help syndicators find reliable partners with complementary skill sets. How do you vet property managers and brokers? Would HNI's will be willing to act as key principals on a syndicated deal? We also share how even inexperienced syndicators can find buy-in with property managers and brokers. Tune in to get some great nuggets from this gentlemen who has the rare distinction of advising capital financing and M&A transactions to the tune of $3.7 billion.
Monumental | Entrepreneurs | Visionaries | BIG Thinkers | Real Estate Investors
Omar Khan is with Boardwalk Wealth and is responsible for capital raising, strategic planning and investor relations. He has over 10 years experience in investing across real estate and commodities, with $3.7 billion in capital financing and M&A transactions, Syndicating large multi-million dollar deals across the US, and advises high net-worth individuals and entrepreneurs on real estate portfolio allocations. Today’s episode is for those really wanting to get their first multifamily investment and aren’t afraid to put in the work. We discuss with Omar the importance of networking and learning from mentors, partnering with others on real estate but making sure to vet your partners, and how to find a deal and how to make sure you and your investors win on that deal! !! Get entered to win a $50 Amazon gift card by signing up to our Email Newsletter at www.evanholladay.com !! Books Recommended by Omar: The Messy Marketplace: amzn.to/2VVBAtN Connect with Omar: Omar's website: www.BoardwalkWealth.com Omar on Instagram: https://www.instagram.com/boardwalkwealth/ Omar on LinkedIn: https://www.linkedin.com/in/omark1/ www.DealAnalytica.com - sign up to receive discounts on the multifamily commercial underwriting software Leave a review for Monumental on iTunes: www.bit.ly/eholladay Intro/Outro Music by The Pass: SoundCloud: www.soundcloud.com/the-pass/tracks sonaBLAST! Records: www.sonablast.com/ Subscribe to the podcast and emails from Evan: www.evanholladay.com Follow Evan on Instagram: www.instagram.com/evanholladay Follow Evan on Facebook: www.facebook.com/EvanHolladay Follow Evan on Twitter: www.twitter.com/EvanHolladay Contact Evan: www.evanholladay.com
In this episode, Whitney interviews Omar Khan, real estate investor, Boardwalk Wealth. Omar has more than 10 years of experience in real estate and commodities. In this timeframe, he has advised on capital financing and M&A transactions worth $3.7 billion. In today's show, Omar reveals the many nuances that comes into play when selecting a new market for real estate syndication. Is it really important to physically inspect a property before proceeding with your investment? How do economic indicators have a bearing on market selection? We also discuss the art of communicating succinctly with brokers. This show is loaded with some great information. Tune in now!
My guest in this episode is Omar Khan from Boardwalk Wealth. Omar is responsible for capital raising, strategic planning, and investor relations. He has over 10 years of global investment experience. He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a B.Com in Finance.
In this episode, Whitney interviews Omar Khan, CFA, and M & A expert with Boardwalk Wealth. Omar shares various Tips and Tricks which can help inexperienced syndicators realize their end goals. What is the hallmark of an exceptional deal sponsor? How do you facilitate effective communication with your passive investors? And, why is it critical that you get the right partners with complementary skillsets? We also discuss some common mistakes that syndicators make – which you should AVOID at all costs. Tune in to get some great nuggets from this gentleman who has the rare distinction of advising capital financing and M&A transaction to the tune of $3.7 billion.
Bulletproof Cashflow: Multifamily & Apartment Investing for Financial Freedom
Omar Khan has a background in institutional investment banking, advising clients on $3.7 billion of capital financing & M&A transactions. He has closed numerous multi-million dollar syndication deals, recently closing on a 243 unit deal. As the manager of Boardwalk Wealth, a wealth advisory company based out of Irving Texas, he spends a great deal of time raising capital and sourcing multifamily deals. Omar is also building an underwriting software platform for real estate entrepreneurs and businesses.
Omar Khan – Chartered Financial Analyst, Investor, & Wealth Manager Omar is the founder and President of https://www.boardwalkwealth.com/ (Boardwalk Wealth), a private equity firm located in Dallas, Texas. Omar and his team at Boardwalk Wealth help international investors with US-based multifamily real estate opportunities. Their unique focus is helping Canadians identify ideal commercial real estate in the Southern United States. Omar is responsible for capital raising, strategic planning and investor relations. He has over 10 years of global investment experience.He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a B.Com in Finance. Omar moved from Canada and lives in Texas with his wife and newborn son. Key Points Investing internationally – following markets that meet your investment criteria Buying vs. renting – what is right for you? How the Tax Cuts and Jobs Act affect single family vs. multifamily investing So you’re going to rent and invest in multifamily. Now what? Lightning Questions What was your biggest hurdle getting started in real estate investing, and how did you overcome it? Building a network, and creating relationships organically. Do you have a personal habit that contributes to your success? Omar is very organized and lives by his calendar. Do you have an online resource you find valuable? Omar is an avid reader, and also listens to podcasts What book would you recommend to the listeners and why? https://amzn.to/2NT4hlW (Investing in Real Estate Private Equity) by Sean Cook If you were to give advice to your 20 year old self to get started in real estate investing, what would it be? Continue building more and more relationships. Resources https://www.boardwalkwealth.com/ (Boardwalk Wealth) Visit http://m/gp/product/B00NB86OYE/ref=as_li_tl?ie=UTF8&tag=jacob0ee-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=B00NB86OYE&linkId=100a9d2905599266aa7088bba0a33d55 (Audible) for a free trail and free audio book download! Contact http://www.JacobAyers.com/contact (Jacob)
Omar Khan is a real estate investor with over 10 years of global investment experience. He is one of the people behind Boardwalk Wealth, a private equity firm in Dallas, Texas which connects International investors with US-based multifamily real estate opportunities. He is responsible for capital raising, strategic planning, and investor relations. His vast knowledge in the real estate makes him the perfect person to discuss the fundamentals of cap rates. On this episode, Omar provides a better understanding of what cap rates are for people who are not very familiar with the terminologies in the real estate industry. He explains how cap rates work and what external factors affect its value. He gives away tips and strategies on how to assess real estate yields in order to optimize investment returns. This episode helps you understand the value of the properties or assets you buy or sell. Where we are: Omar – Dallas, Texas Sam – Athens, Greece Johnny – Chiang Mai, Thailand Links: Boardwalkwealth.com Travelingmailbox.com (Promo Code: ILAB) Time Stamps: 12:20 – What is a Cap Rate? 13:55 – Understanding Leverage 15:52 – Variables that affect the Cap Rates 16:32 – How to stabilize properties? 21:20 – Cap rates for different classes 27:45 – Balancing needs with income & capital appreciation 29:49 – Highest Cap Rates 36:10 – Cap rates in buying and selling assets 39:34 – How to find buyers easily? 41:58 – Risk Management during a recession 44:52 – Billion dollar properties 48:04 – Equity Multiple and Internal Rate of Return 51:40 – Their strategies on a possible recession 56:40 – Investment opportunities for individuals If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.
Omar Khan is a manager at the Dallas, Texas private equity firm Boardwalk Wealth. Omar is a CFA charterholder with 10 years of experience investing across real estate and commodities. He has completed $3.7 billion in capital financing and M&A transactions. Omar has also syndicated large multi-million dollar deals across the US and Advised high net-worth individuals and entrepreneurs on real estate portfolio allocations. On today’s episode, we talk about escaping the rat race, finding the right multifamily deals, underwriting them and sourcing capital – international and domestic. Omar shares his story of graduating during the 2008 market crash and how he 10x his efforts to start his career in finance and real estate. You’ll learn how you can leverage your W-2 income to invest in real estate and why underwriting is the most important piece of the investment process. Key Points From This Episode: Why investing time in growing your network will 10x your income Top questions to ask yourself before investing in real estate Importance of visualizing your success and knowing what your strengths are What makes a good underwriter and how to analyze multifamily deals Links Mentioned in Today’s Episode Omar's Website: https://www.boardwalkwealth.com/ Omar's Favorite Books: Thinking, Fast and Slow by Daniel Kahneman Great Expectations by Charles Dickens Download any 2 audio books for free when you try audible for 30 days: https://beforethemillions.com/book Access The Best Strategies, Tips & Advice ! Every week, we send an email sharing my best advice, tips and strategies related to Real Estate Investing. Each of these weekly emails contain relevant and actionable information that can help you no matter where you are in your investing journey. Sign up to join our community
Here's What You'll Learn in our Interview with Omar Khan: How to be aware and stay away from the "Guru Trap" Why commercial and multifamily investing is the best strategy available today The major pitfalls that Canadians must avoid when investing in the United States The major real estate investment myths that are often misunderstood by Canadians How to properly invest in American real estate if you are a Canadian Citizen And much, much more! Omar Khan is a Canadian expatriate living in Texas. He is an expert in dealing with multifamily investments in the United States, especially with Canadian citizens. He has 10 years of experience investing across real estate and commodities. Omar has been involved in $3.7 billion in capital financing and M&A transactions, he has syndicated large multi-million dollar deals across the US and has advised high net-worth individuals and entrepreneurs on real estate portfolio allocations. Omar is a global citizen having lived in Dubai, Toronto, Calgary and he currently resides in Dallas. You can learn more about Omar and Boardwalk Wealth at www.boardwalkwealth.com or email him at omar at boardwalkwealth.com
Omar is responsible for capital raising, strategic planning and investor relations at Boardwalk Wealth a private equity firm specializing in connecting International investors with US-based multifamily real estate opportunities. He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a B.Com in Finance. He speaks with us about picking a market, underwriting and family. Top 10: Texas Economic Trends Pitfalls Syndication Underwriting Analytics Switching Off for Family Picking a Market Indicators Job Multiplier Effect And Much More! Register on the investor portal and fill out the investor portal form:Create an Account – Rand Partners We want to see you at the October 6-7th Multifamily Mastery Live Event in Nashville, TN! Email Gino at style="color: #e4af0a;">gino@jakeandgino.com for a coupon code to save a little $ on your ticket price! Reserve your seat for Jake and Gino Live Event 2018 Apply For Us to Help You Make Your Multifamily Dreams a Reality!
Omar was working for a large company, helping raise $3.7 Billion as an analyst during his time there. Today he takes what he learned there and applies it to his own company and real estate syndications. Omar branched out to do his own syndications, along with a partner, they are also building an underwriting software to give institutional underwriting to the average Joe’s. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review! Best Ever Tweet: “You need to be in-depth, granular, and very sophisticated in how you look at things” - Omar Khan Omar Khan Real Estate Background: Manager at Boardwalk Wealth with 10 years of investing experience across real estate and commodities Developing the next generation of multifamily, self storage and mobile home park underwriting software Based in Dallas, Texas Say hi to him at Best Ever Book: Thinking Fast and Slow Get more real estate investing tips every week by subscribing for our newsletter at Made Possible Because of Our Best Ever Sponsor: List and manage your property all from one platform with . Once listed you can: accept applications, screen tenants, accept payments and receive maintenance tickets all in one place - and all free for landlords. Go to to get started today!
Omar Khan is a manager at the Dallas, Texas private equity firm Boardwalk Wealth. Boardwalk provides international investors with a way to place money in US multifamily real estate properties. Omar is a successful investor with over a decade of experience. He has advised over $3.7 billion worth of capital financing and mergers and acquisitions transactions. Omar is considered an expert in capital markets and strategic planning by his peers. In this episode, Omar shares how he determines the value of an apartment building before entering into a purchase contract. He explains the process of underwriting as well as what it looks like from the viewpoint of an investor and a lender. Thank you Omar for taking the time to share your expertise on how to value and underwrite multifamily deals. Listen to all the episodes of The Real Estate Locker Room Show and sign up for my FREE monthly newsletter at www.johncarneyonline.com Connect with John Carney Facebook: @JohnCarneyOnline Twitter: @John_M_Carney Instagram: @johnm_carney © John Carney 2018
No one wants to lose their shirt—or anything else for that matter—in multifamily investing. But it's easy for inexperienced syndicators develop an emotional bias and conflate the numbers in order to make a deal look good to potential investors. And passive investors new to the game typically focus on returns, when their first question ought to be about the risks involved. Conservative underwriting is the key to risk management for syndicators and investors alike… But how do you ensure that the numbers are reasonable? What questions should investors be asking? And how can you tell when a syndicator is too aggressive? Omar Khan is a Chartered Financial Analyst with Boardwalk Wealth, a private equity firm based in Dallas, Texas, that connects international investors with multifamily opportunities in the southern US. Omar is responsible for raising capital, strategic planning, the development of underwriting models, and investor relations. He has 10-plus years of global investment experience, and Omar has participated in capital financing and M&A transactions valued at $3.7B. Omar joins me to explain how to identify aggressive underwriting and ensure the accuracy of the numbers used in a particular model. We cover conservative guidelines for reserves and loan terms as well as the importance of planning for worst-case scenarios. Listen in for Omar's insight around what to look for in a syndicator, how to leverage a sensitivity analysis, and the exit strategy questions an investor should ask—and a syndicator should be prepared to answer! Key Takeaways Omar's background in finance Ten years investing experience Raise capital, develop underwriting models (large syndication deals) How to identify aggressive underwriting numbers Unreasonable rent growth projections (4% max) Overly ambitious rehab plans How to ensure accuracy of numbers used in model Ranges rather than specific numbers Sponsor solicits several data sources What Omar looks for in the cap rate at exit 50-200 basis points higher (3-5 year term) The internal systems questions passive investors should be asking Frequency of communication with sponsor Auditing of financial statements (who, how often) Systems, resources to resolve problems The qualities Omar is looking for in a syndicator Admit to mistakes rather than blaming others Plan for solving potential problems Omar's insight around communicating with investors Monthly email to relate progress Quarterly, annual in-depth reports Open and honest when mistakes made Omar's advice around conservative loan terms Avoid 12-24 month refi As long term as possible (even if slightly higher interest rate) First question should address risk rather than returns Omar's approach to bridge loans Don't touch unless very experienced Get out as quickly as possible (12 months) Shouldn't worry about running out of cash The most conservative underwriting guidelines for reserves $1K per unit, one month operating reserves Take reserves out of cashflow ($250/unit/year) Ensure syndicator has access to financing The importance of planning for worst-case scenarios Use modeling to develop Plan B, C & D How the passive investor can leverage a sensitivity analysis Analyze variables (i.e.: holding period, interest rates) See where IRR, exit cap lies in different scenarios Omar's advice on the exit strategy questions to ask syndicators When/to whom might we sell? Do you have relationships with lenders for refi? Connect with Omar Boardwalk Wealth Email omar@boardwalkweath.com Call (214) 727-8643 Resources Rentometer CoStar Invest with Michael Partner with Michael Michael's Course Financial Freedom Summit Podcast Show Notes Free eBook: The Secret to Raising Money to Buy Your First Apartment Building Download Text “secretbook” to 44222 Review the Podcast on iTunes Michael's Products Syndicated Deal Analyzer Contact Michael Michael on LinkedIn Financial Freedom Summit Partner with Michael Invest with Michael Michael's Course Free eBook: The Secret to Raising Money to Buy Your First Apartment Building Review the Podcast on iTunes
© 2020-2025 Ivy Podcast Discovery LLC
