Podcast appearances and mentions of charlie kao

Charlie Kao is the Principal and Asset Manager at Twin Oaks Capital, a boutique commercial real estate firm specializing in consulting, feasibility studies, brokerage, and construction management. With a deep-rooted background in real estate shaped by his family's entrepreneurial journey, Charlie brings a wealth of experience in diverse asset classes, including self-storage and industrial properties. He combines his expertise in operations, development, and innovative financing strategies to deliver exceptional value to his clients and investors. Beyond his professional accomplishments, Charlie is passionate about creating efficient investment models and leveraging his real estate knowledge to help others build wealth through strategic investments. Chapters 00:00 Market Overview and Passive Investing Opportunities 11:34 Transitioning from W-2 to Entrepreneurship 18:13 Current Focus: Industrial Real Estate Trends 25:11 Investor Returns and Guarantees 32:59 Managing Personal Guarantees 38:16 Current Reading and Listening Habits 44:30 Investment Strategies Beyond Personal Deals Summary In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Charlie Kao, an asset manager and principal at Twin Oaks Capital. They discuss the current state of the commercial real estate market, focusing on passive investing opportunities and the shift towards safer investments. Charlie shares his personal journey in the real estate industry, detailing his early experiences working alongside his father, who built a successful real estate portfolio. The conversation also explores Charlie's transition from a W-2 job back to entrepreneurship, emphasizing the importance of work-life balance and the desire to be present for his family. Finally, they delve into the current trends in industrial real estate, particularly in the wake of COVID-19, and how these trends are shaping investment strategies. In this conversation, Charlie Kao discusses his transition to a debt model in real estate investing, allowing him to retain full ownership of projects while providing attractive returns to investors. He explains the structure of his investment deals, including guarantees and flexibility for investors, as well as the legal documentation involved. The discussion also covers the importance of education for passive investors, current reading habits, and due diligence practices. Additionally, Charlie shares personal experiences related to family adventures and his investment strategies. RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor Keywords commercial real estate, passive investing, market trends, entrepreneurship, self storage, industrial real estate, investment strategies, family business, market analysis, economic indicators, debt model, passive investing, investor returns, construction loans, legal documentation, personal guarantees, educational resources, due diligence, investment strategies, bucket list adventures

In 2021 Charlie Kao and I were considering buying an Off-Market Self-Storage facility in Northern Michigan.  All of the numbers looked great, but the one sticking point was that the seller wanted to stay on as property manager.  On top of that, he insisted on being paid twice the going rate for a property manager on a facility of that size. As a rule, it's never a good idea to hire the seller as your property manager, especially when you're investing in a value-add property.  But in this case, there was another group that was willing to hire him at his price.  We couldn't understand why they were willing to do that. Charlie and I were about to walk away from the deal.  But then we asked ourselves - "why is the other group willing to hire him, and how does it actually make sense in this case?". Find out more about Charlie Kao: https://www.twinoakscap.com/ Check out this week's episode of Next Level Thursday to find out.

Becoming An Expert of All Asset Classes with Charlie KaoEpisode 113They always say you need to "choose your niche" to be successful, but what if you really could become an expert in every asset class?In this episode, Mike and Dan join Charlie Kao and hear about how he has developed a method of analysis that allows him to make educated investments in every asset class, regardless of if his experience level.Charlie is an absolute wizard when it comes to analyzing deals, and as a result has built an extremely impressive portfolio consisting of self storage, mobile home parks, businesses, medical care facilities, and more.If you really want to know what good deals look like, this is the episode for you!Topics discussed in this episode:Charlie's experience growing up as a first generation AmericanHow his immigrant father became a multi-millionaire without speaking EnglishHow to analyze any investmentThe major upsides that exist in home care facilitiesUsing VA's for high level tasksWhy you should have your kids proof read your SOPsSimple ways to find deals that arent on anyone else's radar.Check out Charlie on Youtube:https://www.youtube.com/channel/UC92MZRMrkvTrwxsZfn9rKcwInstagramhttps://www.instagram.com/charlesckao/If you're an established investor with money to invest, but not the time, check out the Instant Investor PRO Program! https://www.collectingkeyspodcast.com/storeDownload the FREE 5-Step Guide To Generating Off Market Leads here: https://www.collectingkeyspodcast.com/freeIf you are interested in learning from Dan and Mike to receive coaching and learn how they built their business, head to https://www.instantinvestorprogram.com and see if you are a good fit for the mastermind group!Collecting Keys Podcast Resources:http://www.collectingkeyspodcast.comhttp://www.instagram.com/collectingkeyspodcasthttp://www.instantinvestorprogram.comhttp://www.instagram.com/mike_investshttp://www.instagram.com/investormandanThis episode was produced by Podcast Boutique http://www.podcastboutique.com

In this new "What I Learned..." episode of the Passive Wealth Principles Podcast, Jake Harris breaks down his interview with Charles Kao, a successful real estate investor and entrepreneur. As always, Jake shares some of the insights he gained from his fascinating conversation with Charlie.You will find out more about Charlie's incredible professional journey (starting from working on his father's real estate projects during his childhood to acquiring sophisticated investment experience in the Fortune 500 world, and ultimately establishing his successful investment portfolio) as well as about some challenges he had in his personal life.You will learn that patience and persistence are essential to building a successful real estate investment portfolio. You will also find out that building a strong team and leveraging industry professionals is crucial to success.Another valuable lesson from the interview is the importance of building a team of trusted advisors, including attorneys, accountants, and property managers. Kao explained that having a strong support network can help investors navigate the complexities of real estate investing and make better-informed decisions.He also discussed his approach to property management, which involves creating a positive tenant experience through regular communication, responsive maintenance, and fair pricing. He emphasized that treating tenants well can help reduce turnover and improve the profitability of a real estate investment.Listen now to find out more!What You'll Learn in this Show:The importance of thorough market research before investing in real estateHow to build a team of trusted advisors to navigate the complexities of real estate investingThe value of prioritizing tenant satisfaction for long-term profitabilityThe evolving landscape of real estate investing, including the role of technology and new investment vehiclesThe importance of staying informed and adapting to changing market conditions to maximize returns.And so much more...Resources:Charlie Kao | The Importance of Values and Priorities in Real Estate Investing

On today's episode of the Passive Wealth Principles Podcast, Jake Harris interviews Charles Kao, a real estate investor with an eight-figure portfolio of investments in self-storage, multifamily and other properties. Charlie shares his journey from working on his dad's real estate projects as a child, to gaining sophisticated investment experience in the Fortune 500 world, and finally building his own successful investment portfolio.During the interview, Jake and Charlie discuss how his business model and employee structure have changed over time, with a focus on key investment principles that have helped him achieve success in real estate. Jake and Charlie also dive into some of the personal challenges that Charlie has faced, including a cancer diagnosis, and how these experiences have influenced his approach to investing and life more broadly. Charlie shares his strategies for coping with difficult situations while still maintaining focus and productivity, the importance of a strong support system, and the ways in which personal experiences and values can shape one's approach to real estate investing and business in general.You will gain valuable insights into Charlie's investing style, including how he built his real estate portfolio while still working a high-income W-2 job. Tune in to this episode and learn from Charlie's experience and expertise in the world of passive wealth principles!Enjoy!What You'll Learn in this Show:The role of Charlie's corporate experience in preparing him for success as a real estate investor.The types of properties that Charlie focused on early in his investing career, and how his strategy has evolved over time.The importance of work-life balance for Charlie and how he has achieved it through his real estate investmentsThe ways in which personal experiences and values can influence one's approach to real estate investing and business in generalAnd so much more...Resources:Twinoakscap.com Twin Oaks Capital YouTube ChannelBooksMaximum Achievement

Charlie Kao is an expert in many aspects of commercial real estate, with a concentration in self-storage acquisitions and development. He's recognized nationally as an expert in self-storage and consults with investors all over the country. He'll be speaking next week at the Inside Self-Storage World-Wide Expo at Caesars Palace in Las Vegas.  Charlie is also a friend of the show who first appeared way back on episode #96 and he interviewed me on episode #100. Since then, we've actually partnered on several self-storage deals together. Today Charlie is going to break down his process in locating a self-storage development site, determining its feasibility, designing it, and instituting cost-savings and technology that will improve the net operating income. Charlie also shares his tips on achieving a work/life balance. Find out more: www.youtube.com/@twinoakscapital Instagram @charlesckao Facebook www.facebook.com/cck21 Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. 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. https://www.rcbassociatesllc.com

In this episode of the Real Estate Power Play Podcast, hosted by Mark Monroe, Ronald Walker, Marty Grizzanti, and Gabe Rodarte. Gabe, together with Mark introduces their guest, Charlie Kao and got to know him and how he multiple jobs before he came to love the real estate industry. Charles grinded on real estate for many hours at the same time working on his other job and later on built relationships that made his W2 jobs easier.In addition, the Real Estate Power Play Podcast, presented by Mark Monroe, Ronald Walker, Marty Grizzanti, and Gabe Rodarte. Charles also discusses investor models, his business plans, and the rumors circulating in the community about joint ventures involving storage facilities. He will elaborate on how the success of his business came about.In this episode of the Real Estate Power Play Podcast, hosted by Mark Monroe, Ronald Walker, Marty Grizzanti, and Gabe Rodarte. In addition to this, we are going to investigate the ways in which connections, efficiency, and getting into a certain type of development contributed to his success as a business owner and a strategist. On this episode of the Real Estate Power Play Podcast with Mark Monroe, Ronald Walker, Marty Grizzanti, and Gabe Rodarte talked about:● Storage Facilities are Hot in the Market! ● Advice on Getting in a Certain Type of Development● How Connections Contribute To EfficiencyConnect with Real Estate Power Play Podcast Hosts:Facebook: https://bit.ly/3mMZcAiMark Monroe: https://linktr.ee/markmonroeRonald Walker: https://linktr.ee/RonniewalkerMarty Grizzanti: http://linktr.ee/MgrizzantiGabe Rodarte: https://linktr.ee/gaberodarte

Want to watch to Tribe of Millionaires? YouTube: https://www.youtube.com/channel/UCbczkBHANH9ULLQiSt56bQA/ Looking to invest in self storage? Already have investments in self storage but want to learn more? GoBundance member Charlie Kao is the guy to learn from! Charlie is the founder of Twin Oaks Capital is a national commercial real estate firm that finds semi-distressed and value-add opportunities in multiple asset classes primarily in Michigan. His experience has been in transacting over 110 million in assets with a localized strategy to focus on growing metropolitan statistical areas which demonstrate rent growth, low vacancy, and growing GDP. To learn more about self storage and connect with Charlie add him on instagram @charlesckao Powerful Moments From The Episode 00:00 - Self Store Keeps Evolving 00:52 - Welcome To Tribe of Millionaires 01:37 - Meet Charlie Kao 07:00 - Making the most of a W2 13:23 - Why I got into self storage 14:50 - What's your buying criteria for self storage? 16:12 - Where are you buying self storage? 20:23 - Is self storage saturated right now? 25:20 - Biggest risk in self storage 30:40 - Buying assets in California 32:27 - Demographic of people using self storage 36:40 - Dealing with self storage tenants 41:49 - Learning to much in the industry 42:50 - How many employees do you need in self storage? 45:27 - The value of GoBundance 49:13 - Greatest feat of physical endurance? 51:25 - How to connect with Charlie Kao? Learn More About Our Tribe! https://www.gobundance.com/ $150m Net Worth In Under 2 Years! https://www.youtube.com/watch?v=cGzZSEofyGk Want to connect with our community? Instagram: https://www.instagram.com/gobundance Facebook: https://www.facebook.com/gobundance Twitter: https://twitter.com/GoBundance Tribe of Millionaires Podcast by GoBundance is the podcast for healthy wealthy generous people who choose to live epic lives. Each week we connect with featured guest and GoBundance members to bring you the best in our community.

On this week's episode we bring on Charlie Kao. Charlie is a CRE Investor and Asset Manager. If you want to learn more about Charlie or check out what he is doing and invest in his deals check out the show links below!    Charlie dives into his story how at a young age he was introduced to real estate investing through an opportunity with his dad and before he was even interested in it. He worked as a personal trainer and in financing and commercial lending. He shares about how all that experience has helped him create and manage his commercial deals.    This is such a cool episode diving into Charlie's story and all the changes and things that happened that lead him to where he is today. It's a great testament about how people from all different backgrounds and situations can create the type of freedom they want through hard work and creating opportunities.  Show Links: Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Joe's Instagram Charlie Kao's Instagram twinoakscapital.investnext.com

Real estate investor and lender Charlie Kao shares his experience using short term rentals like Airbnb to fill his apartments before a planned sale.

As a repeat guest and an experienced investor, Charlie knows a thing or two about real estate. Today’s subject is all about open houses and how to get a lot of people to show up to your open houses. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!   Best Ever Tweet: “Get multiple offers on your listings” - Charlie Kao   Charlie Kao Real Estate Background: Owner of iBuyHousesMichigan Core business is flipping, but also does some STR Active member of Listen to his previous episodes: Say hi to him at Based in Grand Rapids, MI   Get more real estate investing tips every week by subscribing for our newsletter at   Best Ever Listeners: Do you need debt, equity, or a loan guarantor for your deals? Eastern Union Funding and Arbor Realty Trust are the companies to talk to, specifically Marc Belsky. I have used him for both agency debt, help with the equity raise, and my consulting clients have successfully closed deals with Marc’s help. See how Marc can help you by calling him at 212-897-9875 or emailing him

For the 100th Episode we decided to shake things up a little.  Charlie Kao is back in the studio and turning the table on host Brian Hamrick, making him answer the questions this time. Charlie gets Brian to discuss the new asset classes he been investing in this past year, including office, self-storage, and notes.  They also discuss the different members of Brian's team, and what he looks for in successful partnerships. Brian shares his outlook on the market and whether or not he believes there will be another real estate bubble, and how he's positioning his real estate assets to protect his portfolio in a downturn. This is a fun and informative conversation marking our 100th episode.  If you've been enjoying our show over the past two years, please let us know by giving us a rating and review on itunes. Enjoy!

Charlie Kao negotiated a Commercial Land Lease for one of his father's properties when he was only 25 years old.  But it wasn't until he had a medical scare that he began taking real estate investing seriously and created a mission statement that would guide him as a "Lifestyle Investor". Today Charlie shares the many types of investments he's succeeded with, as well as the big loss he took on one of his flips.  Charlie discusses the lessons he learned from his father, why he likes to live in his flips, his airbnb experiences, tools he uses to enhance his efficiency, returns he strives for, and why he under-prices his rentals. You'll also learn Charlie's personal reasons for working with certain non-profit organizations as a way to give back to refugee youths, as well as his future plans to invest in self-storage, and the unique criteria he's using that will lead to bigger profits. I know you'll find this episode to be highly informative.  Please take a moment to leave a review & rating on itunes. Charlie can be contacted by email or phone: mckmanagement@gmail.com (616) 378-5044 Enjoy!

In today's episode we speak with Charlie Kao who is based out of Grand Rapids, Michigan and currently works in the pharmaceutical industry. Charlie is primarily focused on single family flips but is also a buy and hold investor. He has incredible passion for real estate and has experienced both the highs and the lows of house flipping. Charlie gives some great insight on the mistakes he's made so you can avoid them yourself. If you're looking to get into the flipping business this show is for you!

Trying to build a real estate portfolio when you are brand new and work a full-time job can be tough. That’s why today we are excited to bring you an interview with an investor (and moonlighting stand-up comedian) with a remarkable story of using various “house hacks” to jump into the game. Charlie Kao, who hails from the Detroit, Michigan market, covers his entire investing journey, from condo investing to house flipping to landlording and more. And don’t miss Charlie’s powerful — and incredibly unique — strategy for finding deals through networking! Today’s show is sure to bring new strategies to your business, and the humor will leave you smiling all day!In This Episode We Cover:Where Charlie comes fromHow he learned real estate from his dadThoughts on starting off with $5-40k housesA discussion about DetroitThe details of his first dealHow he realized how to live and flip via working at the bankWhat exactly an underwriter isCharlie’s first true flip in Grand RapidsThoughts on valuing your time when it comes to flippingTips for living in your flipHow he started out as a househackerHow he lived in the house for two yearsHow it might be difficult to live and flip with kidsTips for getting your spouse on boardHow to flip while having a full time w-2 jobHow many flips Charlie has done so farHow he finds properties and the price range he looks forThe mailman and the foundation specialist as sources of leadsHow he manages to get stated income loansSome of the worst deals he’s hadWhat would have he done differently if he started all over againAnd SO much more!Links from the ShowBP Podcast 170: The Journey From Flipping Houses to Owning 1,470 Units with Andrew CushmanBiggerPockets EventsThe Secret to Unlocking Bank FinancingBooks Mentioned in this ShowRich Dad Poor Dad by Robert KiyosakiThe 4-Hour Workweek by Timothy FerrisMaximum Achievement by Brian TracyThe Psychology of Selling by Brian TracyTweetable Topics:“The more tools you have in your toolbox, the more projects you can take on.” (Tweet This!)“This is going to be the last time I make this mistake because I’m going to learn from it.” (Tweet This!)“It doesn’t matter how many things you’ve done; there are always things that could happen.” (Tweet This!)Connect with CharlieCharlie’s BiggerPockets ProfileCharlie’s Company Profile