Podcast appearances and mentions of hans box

Investing in private real estate deals can be fraught with pitfalls, so you need to get to know who you're investing with before investing. In the past five years, many multifamily operators in particular, paid too much for properties and got the wrong kind of debt with too much leverage. Unfortunately, many investors have lost their principal as a result. At the same time, there are better multifamily opportunities to invest in now since the global financial crises, as many operators are being forced to sell. Hans Box, co-founder of Box Wilson Equity, has been successful investing in multifamily properties, industrial, and Mobile Home Parks. 

Most people lose money in real estate syndications for one reason: they don't know how to properly vet a deal.In this episode, I sit down with Hans Box to unpack the exact questions savvy investors should ask before wiring funds to a sponsor.Hans is the Co-Founder of Box Wilson Equity, which has invested has invested $95MM+ in equity across various asset classes, including multifamily, self-storage, mobile home parks, distressed debt, office, and preferred equity. And he's personally been involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets.Together, we break down how to assess risk, spot red flags in offering documents, and why alignment, transparency, and track record matter more than hype or projected returns.Whether you're considering your first deal or refining your due diligence process, this conversation will help you make smarter, safer investment decisions in the world of syndications. In this episode, you'll learn: 1.) The #1 reason investors lose money in syndications—and how to avoid it by reverse-engineering a deal's risk through the capital stack, pro forma, loan terms, and sensitivity analysis. 2.) Why “projected returns” are a trap—and what smart investors look at instead, including sponsor alignment, track record, deal structure, and the questions that reveal the truth before you wire a dollar. 3.) The hidden red flags most investors miss inside the fine print, from manager replacement clauses to preferred equity terms—and how reading between the lines of the PPM could save you from disaster.Show Notes: LifestyleInvestor.com/233Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode of The Passive Income Playbook, Pascal Wagner interviews Hans Box, co-founder of Box Wilson Equity, who has invested in close to 100 real estate deals as both a general and limited partner. Hans shares his journey from recovering CPA to real estate investor, including the pivotal story of taking over his first deal as an LP when the original sponsor underperformed. He provides a comprehensive framework for evaluating investment opportunities, emphasizing the importance of assessing sponsors beyond just projected returns. Hans explains how to verify a sponsor's track record by examining NOI growth rather than IRR, why transparency is non-negotiable during due diligence, and why single-asset deals rarely have audited financials. Throughout the conversation, he emphasizes finding deals with genuine value-add components that provide a margin of safety, and advises passive investors to look for "singles and doubles" rather than home runs to build sustainable wealth. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

What can passive real estate investors learn from a deal gone wrong?   In this episode, experienced passive real estate investor Hans Box shares the story of an early real estate deal that went south and how he and other passive investors took control to turn it around. He provides his expertise in vetting sponsors, reviewing legal documents, asset classes, markets, and more.   Hans is Co-Founder of Box Wilson Equity, a firm that focuses on cash flow and value-add investments and is a Senior Director at Old Capital Lending, a top provider of commercial capital solutions in the Texas market. His background is in the accounting, business strategy consulting, and real estate industries. Hans has personally been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, has asset managed ~3,700 multifamily units, and has been the GP in ~4,300 multifamily units and ~2,000 units of self-storage. He specializes in structuring, creating, and managing partnerships to acquire multi-million dollar cash-flowing assets.    (00:00 - 7:00) Opening Segment Hans got his start in real estate investing by partnering with someone who turned out to be a poor operator. He and another passive investor led the charge to remove the sponsor and take control of a 208-unit apartment deal. By diving in to manage the property, Hans gained invaluable hands-on experience in multifamily.   (7:01 - 15:00) Evaluating Operators as a Passive Investor The most important factor is finding a great operator, not just a great salesperson. Look for transparency, articulation of the business plan, and track record over 5+ years. Get references and talk to their current investors before committing capital.   (15:01 - 22:00) Reviewing Legal Documents and Due Diligence Take diligent time to review PPMs and operating agreements, even if investing a relatively small amount. Consider having an attorney help walk through key clauses at first. It takes repetition to become comfortable reading and analyzing real estate legal documents.   (22:01 - 27:40) Switching Asset Classes and Markets No problem expanding geographically if the operator has done their homework and due diligence. More concerned about asset class change, prefer to see domain experts on the team. But comes down to vetting the operator's overall investing philosophy and track record.   (27:41 - 30:00) Closing Segment Best deal: 152-unit apartment complex in Dallas Worst deal: A hotel in Belize Top lesson learned: Take action, but start conservatively and avoid FOMO - there will always be another deal.     Quotes: "A bad operator can turn a home run into a strikeout." - Hans Box "The best way to get rich is hit singles and doubles and don't lose money" - Hans Box   Connect with Hans: Website: www.boxwilson.com   Apply to Invest with Taylor at www.investwithtaylor.com   Track your wealth for free with Personal Capital, go to www.escapingwallstreet.com   Please leave a review and help others escape Wall Street and build wealth on Main Street!

While passive investors may not have direct control over possible risks, they need to understand how operators analyze their deals to prepare for any potential negative outcomes. Also, it is important to bear in mind that the process of real estate deals, from start to close, is littered with tripwires and landmines. In this #Highlights episode, we look back at our conversations with Hans Box and Nicholas Moore.Hans highlights what passive investors should look for, including transparency, deal value-add articulation, and scenario analyses. Meanwhile, Nick details the hurdles that can be encountered early on, during financing and negotiations, and also during the closing period. Enjoy the show!

Hans Box is the Co-Founder of Box Wilson Equity, a  real estate investment and private equity company which focuses on cash flow and value-add investments. He specializes in structuring, creating, and managing partnerships to acquire multimillion-dollar assets. He began his career at PricewaterhouseCoopers LLP as a tax and strategy consultant. He attended Texas A&M University, graduating cum laude with a B.S. degree in Accounting and magna cum laude with an M.S. degree in Accounting and is a Certified Public Accountant licensed in the state of Texas. In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Hans about some core principles of investing, how he as a passive investor allows himself certain amounts of freedom and much more. You will find out a little bit about Hans' background and his journey in the real estate space. You will learn why Hans decided to pursue a career in accounting and how was that experience for him. Hans will share what made him decide to quit his corporate job and get into real estate and how was that transition for him. You will discover what is pref equity and why it's important in real estate. Hans will also talk about investing as an LP (limited partner) and his process and mindset for investing in other people's deals. Listen now and enjoy! What You'll Learn in this Show:  What made Hans decide to quit his corporate job and get into real estate and how was that transition for him?  How do Hans' investment criteria and due diligence look today? What is pref equity and why it's important in real estate An important investment that has given Hans more freedom Investing as a LP (limited partner): Hans' process and the mindset for investing in othert people's deals And so much more... Resources: https://www.catchknives.com (Catchknives.com)  https://boxwilson.com (Boxwilson.com)  hbox@boxwilson.com   Books https://www.amazon.com/Rich-Dad-Poor-Anniversary-Middle/dp/B07QPQ8WBL/ref=sr_1_1?crid=3LCAG6IIF5C8T&keywords=rich+dad+poor+dad&qid=1661518944&sprefix=rich+dad+poor+dad%2Caps%2C210&sr=8-1 (Rich Dad, Poor Dad) https://www.amazon.com/s?k=Ayn+Rand&i=audible&ref=dp_byline_sr_audible_1 (Ayn Rand's books) https://www.amazon.com/s?k=almanac+of+naval+ravikant&sprefix=almanach+of+naval+%2Caps%2C209&ref=nb_sb_ss_ts-doa-p_1_18 (The Almanack of Naval Ravikant: A Guide to Wealth and Happiness) Podcasts: https://podcasts.apple.com/us/podcast/the-tim-ferriss-show/id863897795 (The Tim Ferriss show ) https://podcasts.apple.com/us/podcast/the-lifestyle-investor-investing-passive-income-wealth/id1541009357 (The Lifestyle Investor) https://podcasts.apple.com/us/podcast/the-knowledge-project-with-shane-parrish/id990149481 (The Knowledge Project)

Hans is a Principal of Box Wilson Equity and a Senior Director at Old Capital Lending, a provider of commercial capital solutions in the Texas market (over $1B in originations last year). Old Capital specializes in 1st lien multifamily lending (but also lends on other commercial real estate). They utilize FNMA, Freddie, HUD, banks, credit unions, bridge lenders, and “soft” and “hard money” on occasion. Old Capital specializes in TX, but lends nationally as well. Their niche is education and assisting clients through the entire transaction. Most brokers/lenders don't invest in commercial real estate and even less sponsor or syndicate their own deals. However, Hans is a sponsor as well and has created 13 private equity funds with his business partner (together, Box Wilson Equity; ~$35MM+ in equity combined). They have bought or invested in multifamily, self storage, mobile home parks and distressed debt.  Hans has been directly involved in the acquisition, investment and management of over $350MM in multifamily and self-storage assets and has asset managed ~3,700 MF units and has invested in or had equity in ~4,300 MF units and ~2,000 units of self storage.

As investors, it's our goal to find opportunities to turn a passive investment into a major return. But when things go wrong, what can we do to ensure that we aren't positioned to take a major loss?  In 2009, Hans Box took a leap of faith, quit his job at PriceWaterhouseCooper, and bought a handful of rental properties. Under a client's mentorship, he invested a substantial amount of his net worth into a deal overseeing 800 units of multifamily housing. When things started to go wrong, Hans's partners voted for him and his current business partner to take over the deal, and he was able to take the investment from the negatives to a 24% return.  Today, Hans brings his CPA skills to the podcast to share the story of how salvaging a high-risk deal informed his unique outlook on investing. You'll learn what a deal should look like and how to interpret it, what you can do to minimize and mitigate your risk as you structure it, and how creating reliable streams of passive income have allowed Hans to focus on the things he loves the most about investing. Key Takeaways How Hans' first deal taught him the value of being able to remove an underperforming sponsor or manager.  How partners, sponsors, managers, and operating teams should perform under ideal circumstances. How to factor and evaluate what a return is actually going to look like, financial strength, and profitability. Why lifestyle investing isn't about sitting on a beach for the rest of your life.  The unique value of being both a mentor and a mentee - and why tracking your progress is so essential to effective coaching. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit JustinDonald.com/11 Get the Lifestyle Investor Book! To get access to The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom visit JustinDonald.com/book Rate & Review If you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button in Apple Podcasts, (or wherever you listen) so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU! Connect with Justin Donald Facebook YouTube Instagram LinkedIn Twitter

Risk mitigation is an incredibly important part of any deal. While passive investors may not have direct control of this, they need to understand how operators analyze their deals to prepare for any potential negative outcomes. This is why passive investors must know how to vet syndicators, and today's guest, Hans Box, Senior Direct at Old Capital Lending and Principal at Box Wilson Equity, joins us to share insights on how to see if the operator is right for you. In this episode, we hear Hans's story about leaving his W-2 to go into full-time real estate, the first deal (that nearly wiped him out completely), and how he met his current partner.

Today on Investing for Freedom, Mike Ayala is joined by his good friend and business partner Hans Box to discuss some of the tactical aspects of investing. Hans Box is a CPA and Senior Director at Old Capital Lending as well as the Co-Founder and Partner at Box Wilson Equity. He has done deals over a number of properties such as multi-family, self-storage, and mobile home parks while raising over 30M in equity. During this episode, Hans Box discusses some of his key advice on being successful and the many deals and syndications that he has worked throughout his career. Mike and Hans Box discuss chasing your dreams and striving for greatness. They also share the benefits of investing in passive income and how you can learn to spot a deal!

"Mr. Box is a Principal of Box Wilson Equity and a former Senior Director at Old Capital Lending, a top provider of commercial capital solutions in the Texas market. Mr. Box’s background is in the accounting, business strategy consulting and real estate industries. He has been directly involved in the acquisition, investment and management of over $290MM in multifamily and self storage assets since 2008. Prior to joining Old Capital, he spent 5 years with a DFW-based multifamily owner-operator, where he oversaw all acquisitions and asset managed ~3,000 units. Mr. Box is a Certified Public Accountant licensed in the state of Texas. In the episode, Mr Box shares various considerations of evaluating deals, sponsors and markets for multifamily investments."

Hans Box, Principal at Box Wilson equity, joins us to discuss his trial by fire introduction to multifamily investing, turning around underperforming projects, underwriting guidelines, and much more. Connect with Hans at http://boxwilson.com/

Hans Box is a Principal of Box Wilson Equity and a Senior Director at OldCapital Lending, a provider of commercial capital solutions in the Texas market ($700MMin originations last year). Mr. Box’s background is in the accounting, business strategy consulting and real estate industries. He has been directly involved in the acquisition, investment and management of over $290MM in multifamily and self-storage assets since 2008. Prior to joining Old Capital, he spent 5 years with the Conti Organization, a DFW based multifamily owner-operator, where he oversaw all acquisitions and asset managed ~3,000 units. Mr. Box also spent 11 years with PricewaterhouseCoopers LLP where he worked in tax and strategy consulting with Fortune 500 companies. He attended Texas A&M University, graduating cum laude with a B.S. degree in Accounting and magna cum laude with an M.S. degree in Accounting. Mr. Box is a CPA licensed in the state of Texas. Connect with Hanswww.boxwilson.comhans@boxwilson.comLinkedIn – Hans BoxFor today’s show, 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 EstateHave a question you would like answered on the show? Email us at info@limitless-estates.com.

Hans Box is a talented, top producing commercial loan officer for Old Capital; but also is an investor and a CPA. Hans has been a deal sponsor or a passive investor on many real estate transactions over the last few years. Hans shares his experience in real estate investing and breaks down some common jargon into easy to understand terms. Hans also coaches passive investors to be proactive with deal sponsors. He wants you to recognize that you are making an investment not only on the jockey (deal sponsor) but also the horse (the apartment building). Can the deal sponsor clearly articulate what the goal of the transaction is all about? Are they buying a value-add property or a yield property? How much rehab is needed? What is the expected rate of return? When can I expect a return on my investment? How much “skin in the game” are the deal sponsors co-investing into the transaction? What CAP rate are they using on the sale? Listen to this comprehensive discussion on how passive investors make money in apartment syndications. To contact Hans: HBox@OldCapitalLending.com or HBOX@BoxWilson.com To receive our FREE 15 page WHITE PAPER REPORT on the 2018 FUNDAMENTALS OF MULTIFAMILY FINANCING 101 and to learn more about upcoming events at Old Capital Speaker Series please visit us at OldCapitalPodcast.com Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn about Michael's Real Estate Syndication business with SPI Advisory LLC.

Growing up in Australia, his parents instilled the value of owning real estate. About two years, he made the decision to get out of the RAT RACE and began to acquire apartments. He currently lives in central Texas. He and his partners own apartment buildings in California, Arizona and Texas. Selvam purchased a FRACTURED CONDO in Arizona and explains the challenges on owning and financing a condo that you do not own 100% of all the units. Afterwards, Selvam shares his experience on purchasing a large apartment building in San Marcos, Texas. San Marcos has tremendous growth and its 30 minutes south of Austin. Selvam explains on how he found and the closed on the transaction. To contact Selvam Sabapathy: selvams@avichiholdings.com To contact Hans Box: hbox@oldcapitallending.com To receive our FREE 15 page WHITE PAPER REPORT on the 2017 FUNDAMENTALS OF MULTIFAMILY FINANCING 101 and to learn more about upcoming events at Old Capital Speaker Series please visit us at OldCapitalPodcast.com Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn about Michael's Real Estate Syndication business with SPI Advisory LLC.

Old Capital loan officers answer listeners questions. Hans Box, Ricardo Hinojosa and James Eng explain loan structure on apartments, office, and self storage. This roundtable discussion focuses on what is important on putting together successful financing for your project.