Podcasts about jilliene

  • 35PODCASTS
  • 47EPISODES
  • 38mAVG DURATION
  • ?INFREQUENT EPISODES
  • Oct 21, 2024LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about jilliene

Latest podcast episodes about jilliene

No Cap by CRE Daily
Jilliene Helman on Building RealtyMogul & Real Estate Syndication

No Cap by CRE Daily

Play Episode Listen Later Oct 21, 2024 49:27


Season 1, Episode 12: In this episode of No Cap by CRE Daily, we sit down with Jilliene Helman, founder and CEO of RealtyMogul, to explore her entrepreneurial journey and the evolution of RealtyMogul in the real estate industry. Jilliene shares how her background inspired the launch of RealtyMogul, details the platform's first deal, and explains the three businesses that form its foundation. We discuss what RealtyMogul looks for in sponsors, the early days of crowdfunding, and the impact of the 2012 Jobs Act on real estate investing.    TOPICS 00:00 — Intro 00:47 — Jilliene's background and what led to creating RealtyMogul 02:19 — RealtyMogul's first deal 04:10 — What RealtyMogul is, and the 3 businesses that make it up 05:43 — The value RealtyMogul brings to the table 07:10 — What RealtyMogul looks for in sponsors 09:05 — The first iteration of RealtyMogul, and how it got crowdfunded 12:50 — How crowdfunding worked in its earliest stages 14:35 — What the 2012 Jobs Act changed, and what stayed the same 19:03 — How RealtyMogul handled capital calls 20:46 — What a REIT is, and why RealtyMogul got into them 23:20 — The future of RealtyMogul 25:26 — Why balancing investors and deals is so challenging 29:35 — What sponsors should be looking for 31:18 — The secret to RealtyMogul's longevity 32:34 — Jilliene's family background 34:17 — What Burning Man is like, and why so many successful people attend 37:50 — How Jilliene stays creative 39:23 — Jilliene's favorite travel destinations, and what she loves about Japan 40:43 — The potential of the new city being built outside San Francisco 43:40 — Why RealtyMogul is bullish on Columbus, Ohio 46:18 — The future of crowdfunding in real estate     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.

Entrepreneur Success Stories for Entrepreneurs
Real Estate Crowdfunding for the 21st Century (& growing to $300MM+) with Realty Mogul | 015

Entrepreneur Success Stories for Entrepreneurs

Play Episode Listen Later Apr 8, 2024 41:28


015. Realty Mogul | Jilliene Hellman is CEO and Co-Founder of RealtyMogul. She's responsible for the company's strategic direction and operations. Jilliene, who sits on RealtyMogul.com's board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University. *** For Show Notes, Key Points, Contact Info, & Resources Mentioned on this episode with Jilliene Helman, visit here. ***   Ready to part ways with your land in North Carolina? Visit our Sell My Land North Carolina webpage and discover a straightforward way to say goodbye to your property!

Thesis Driven Leader Series
The Past, Present & Future of Real Estate Crowdfunding with RealtyMogul Founder Jilliene Helman

Thesis Driven Leader Series

Play Episode Listen Later Mar 6, 2024 48:14


A pioneer in the world of real estate crowdfunding, Jilliene Helman joins Brad on the Thesis Driven Leader Series this week. She's the founder of RealtyMogul, an online investment platform that gives members access to real estate deals traditionally reserved for larger investors. Late last year, RealityMogul announced that more than $1 billion has been invested on their platform. Through her platform, Jillian has made real estate investing more accessible to individuals who want to diversify their portfolios.This episode explores Jilliene's experience innovating in the real estate investing world and the key lessons she's learned as a successful proptech entrepreneur. The conversation kicks off with her insights from the 10 years of work behind the first $1 billion, including how her team won over raving fans, designed product and UX for retail investors, and found investors who were a great fit. Jilliene and Brad go on to discuss how Jilliene plans to achieve the next $1 billion and why educating new customers about the space and building trustworthiness are essential parts of those operations. They also talk extensively about the unique landscape of real estate investing, the rise and fall of their competitors and why RealtyMogul's focus on individual investors has been critical to their success.This is a great conversation for anyone working at the intersection of real estate, investment and innovation. But it's a must-listen for proptech entrepreneurs. Jilliene shares invaluable insights that will help them immensely on their journey. Enjoy!

Shouts of Grace Radio
Pastor Steve Pierson with Jilliene from 180 ministries (Ep: 229)

Shouts of Grace Radio

Play Episode Listen Later May 21, 2023 25:00


Pastor Steve is back in the studio with Jilliene from 180 ministries 

The FORT with Chris Powers
#236: Jilliene Helman - CEO of RealtyMogul - Real Estate Crowdfunding

The FORT with Chris Powers

Play Episode Listen Later Aug 16, 2022 40:11


Jilliene Helman is the Founder and CEO of RealtyMogul, an online real estate marketplace that gives everyday investors access to institutional-quality commercial real estate deals in dozens of markets across the country. Since 2012, RealtyMogul members have collectively invested over $850 million into $4.7 billion of real estate nationwide (as of March 31, 2022). Jilliene holds Series 7, 24, and 63 investment licenses and is a Certified Wealth Strategist. She's been featured as an expert on startups and real estate investing on Bloomberg, CNBC, The New York Times, Yahoo! Finance, and Entrepreneur. On this episode, Chris and Jilliene discuss: A 10-year overview of how crowdfunding has evolved and the tailwinds driving it Building a two-sided marketplace with sponsors and LP's. How crowdfunding works from a high level What to expect from the crowdfunding industry over the next decade. Learn more about Chris Powers and Fort Capital: www.FortCapitalLP.com Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Follow Chris on Twitter: www.Twitter.com/FortWorthChris  Follow Chris on LinkedIn: www.linkedin.com/in/chrispowersjr/  Subscribe to The Fort on YouTube: https://www.youtube.com/channel/UCuJ32shRt8Od3MxMY-keTSQ (2:02) - Jilliene's career and background (4:48) - What did crowdfunding in the RE space look like when you got started in your career? (8:29) - If you had to go start a new 2-sided marketplace today, would it be harder to do? (11:47) - Was there an inflection point in the industry where crowdfunding became more mainstream? (15:07) - How distributed is the money coming from crowdfunding? Are there ever a couple of individuals that carry the bulk of a fund? (17:20) - What's the path forward to become a top brand name over the next decade? (20:12) - Is there any agreement that states the LP needs to go to you instead of the GP for questions or investments? (21:39) - How do you approve and vet sponsors? (24:57) - Have you seen institutional or family office capital get into crowdfunding? (25:55) - How do your REITs work? (29:09) - Is the push to have a more built out secondary market for LP's something on your radar? (30:55) - How do you approach Capital Call situations? (33:24) - What data are you looking at to prove the massive tailwinds for crowdfunding? (35:33) - Do you have to own a controlling position in the LP stack? (36:17) - How are you seeing most people show up in a deal? (37:44) - What's something you think deeply about that you want to see in the industry? The Fort is produced by Johnny Podcasts

Apartment Building Investing with Michael Blank Podcast
MB326: Democratizing Access to Quality Real Estate Deals – With Jilliene Helman

Apartment Building Investing with Michael Blank Podcast

Play Episode Listen Later Jul 11, 2022 39:39


Real estate investing is a critical part of a diversified portfolio. And while most Americans have easy access to stocks and bonds, most don't know where to go to find private real estate deals. That's what inspired Founder and CEO Jilliene Helman to create Realty Mogul, a crowdfunding platform committed to democratizing real estate. Jilliene's background in banking exposed her to brokers, real estate lenders and trust officers, giving her a 360-degree view of wealth management—and a comprehensive understanding of the real estate market. On this episode of Financial Freedom with Real Estate Investing, Jilliene joins Garrett and me to discuss the challenges she faced early on in building Realty Mogul and describe what inspired her to persevere through 103 coffee meetings before she found a backer! Jilliene explains how the Realty Mogul marketplace differs from traditional syndication and explores the pros and cons of investing in individual deals versus real estate investment trusts (REITs) on the site. Listen in for Jilliene's thoughtful outlook on the current real estate market and get her advice for investing in the right opportunities during an economic downturn. For full episode show notes visit: http://www.themichaelblank.com/session326/

Elevate Your Brand
Elevate Your Brand with Jilliene Helman of Realty Mogul

Elevate Your Brand

Play Episode Listen Later May 31, 2022 33:00 Transcription Available


Jilliene Helman is the Founder and CEO of RealtyMogul, an online real estate marketplace that gives everyday investors access to institutional-quality commercial real estate deals in dozens of markets across the country. Since 2012, RealtyMogul members have collectively invested over $850 million into $4.7 billion of real estate nationwide (as of March 31, 2022). Jilliene holds Series 7, 24 and 63 investment licenses and is a Certified Wealth Strategist. She's been featured as an expert on startups and real estate investing on Bloomberg, CNBC, The New York Times, Yahoo! Finance and Entrepreneur.Laurel Mintz, founder and CEO of award-winning marketing agency Elevate My Brand, explores some of the most exciting new and growing brands in Los Angeles and the US at large. Each week, the Elevate Your Brand podcast features an entrepreneurial special guest to discuss the past, present and future of their brand.

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Ep 72 - Vetting Deals, Raising Money, and Building a Successful Real Estate Business with Jilliene Hellman

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing

Play Episode Listen Later May 12, 2022 29:56


Success in real estate business has two main components. The right team, and the right deal. Adam Schroeder and Zach Lemaster talk with Jilliene Helman, founder & CEO of Realty Mogul, about her journey in real estate, how to determine what syndication fits your profile, and how she has, while still in her 30s, been named one of the 100 Most Influential Real Estate Leaders AND developed her company into one of the Top Commercial Real Estate Startups in the country. Learn more about Jilliene Helman and Realty Mogul HERE -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Ep 72 - Vetting Deals, Raising Money, and Building a Successful Real Estate Business with Jilliene Hellman

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing

Play Episode Listen Later May 12, 2022 29:56


Success in real estate business has two main components. The right team, and the right deal. Adam Schroeder and Zach Lemaster talk with Jilliene Helman, founder & CEO of Realty Mogul, about her journey in real estate, how to determine what syndication fits your profile, and how she has, while still in her 30s, been named one of the 100 Most Influential Real Estate Leaders AND developed her company into one of the Top Commercial Real Estate Startups in the country. Learn more about Jilliene Helman and Realty Mogul HERE -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist

Alexa Entrepreneurs On Fire
How to Raise $400 million on the Internet and Build a FinTech Business with Jilliene Helman

Alexa Entrepreneurs On Fire

Play Episode Listen Later Feb 13, 2022 37:44


Jilliene Helman is the Founder and CEO of RealtyMogul, a private market investing platform for commercial real estate. Top 3 Value Bombs: 1. FinTech is financial services on one end and technology on the other end. It's about using technology to provide a better customer experience to your clients. 2. Jilliene had over 100 coffee meetings to raise the first million dollars for her company - and she doesn't even drink coffee :) 3. There's no alternative to hustle and hard work. If you want to build a business or be an entrepreneur, you have to wake up every single day and hustle. Successful Entrepreneurs have One Big Idea. Follow JLD's FREE training & you'll discover Your Big Idea in less than an hour - Your Big Idea Sponsors: HubSpot: A CRM Platform that gives you exactly what you need to help your teams thrive. Learn more at HubSpot.com! Thinkific: The easiest way to turn your expertise into revenue! Try Thinkific for free today at Thinkific.com/eof!

Entrepreneurs on Fire
How to Raise $400 million on the Internet and Build a FinTech Business with Jilliene Helman

Entrepreneurs on Fire

Play Episode Listen Later Feb 13, 2022 37:44


Jilliene Helman is the Founder and CEO of RealtyMogul, a private market investing platform for commercial real estate. Top 3 Value Bombs: 1. FinTech is financial services on one end and technology on the other end. It's about using technology to provide a better customer experience to your clients. 2. Jilliene had over 100 coffee meetings to raise the first million dollars for her company - and she doesn't even drink coffee :) 3. There's no alternative to hustle and hard work. If you want to build a business or be an entrepreneur, you have to wake up every single day and hustle. Successful Entrepreneurs have One Big Idea. Follow JLD's FREE training & you'll discover Your Big Idea in less than an hour - Your Big Idea Sponsors: HubSpot: A CRM Platform that gives you exactly what you need to help your teams thrive. Learn more at HubSpot.com! Thinkific: The easiest way to turn your expertise into revenue! Try Thinkific for free today at Thinkific.com/eof!

How to Scale Commercial Real Estate
Generate Wealth And Live The Way You Want With Jilliene Helman

How to Scale Commercial Real Estate

Play Episode Listen Later Dec 20, 2021 20:39


Do you want to live the way you want? Here's how you can generate wealth through real estate. Sam Wilson presents Jilliene Helman, the CEO of RealtyMogul. Jilliene talks about how RealtyMogul is an online platform where investors invest with real estate companies and developers. You can search through the deals and choose those that meet your risk and reward criteria. If you don't want to deal with salespeople because you want to invest by yourself, this episode's for you. Join in and start generating more wealth in real estate!Love the show? Subscribe, rate, review & share! https://www.brickeninvestmentgroup.com/podcast

framework radio
framework #775: 2021.10.31 [jilliene sellner]

framework radio

Play Episode Listen Later Oct 31, 2021 59:00


framework:afield produced in the uk by jilliene sellner, featuring recordings made by heya collective on world listening day 2021. for a full playlist see https://frameworkradio.net/2021/11/775-2021-10-31/.

framework radio
framework #775: 2021.10.31 [jilliene sellner]

framework radio

Play Episode Listen Later Oct 31, 2021 59:00


framework:afield produced in the uk by jilliene sellner, featuring recordings made by heya collective on world listening day 2021. for a full playlist see https://frameworkradio.net/2021/11/775-2021-10-31/.

The Real Estate InvestHER Show
Inside the Brilliant Mind of the #1 Commercial Real Estate Crowdfunding Platform's Founder with Jilliene Helman

The Real Estate InvestHER Show

Play Episode Listen Later Oct 29, 2021 56:18


“We don't yell if people make mistakes. We want them to take risks, we want them to try things,” says Jilliene Helman, Founder and CEO of RealtyMogul. Jilliene has loved real estate since she was a little girl and always knew she wanted to go into the “money business.” After getting rejected from a handful of real estate related jobs, Jilliene decided to start her own real estate company. She compiled her experience from banking, past family real estate investments, and copious amounts of research to create a real estate company with a clear mission: helping individual investors live the lives of their dreams by generating wealth through real estate. Now, Jilliene's company, RealtyMogul has achieved impressive success and was recently named the #1 Commercial Real Estate Crowdfunding Platform by Motley Fool. On today's episode, Jilliene shares her wisdom on finding your niche in real estate. She explains that there is a subset of real estate for everyone. If you like design, Jilliene suggests looking into Airbnb where you can decorate your property to your taste. If you like math, you can focus on one piece of the market that tailors to your specific mathematical interests. Her advice is to make money, but also to fill your life and career path with something that is deeply fulfilling and that caters to your natural strengths.  Tune into today's episode of the Real Estate InvestHER Show for a conversation with Jilliene Helman about why real estate is one of the best asset classes available to individual investors, the politics behind real estate, and the importance of self-care for career-focused women. Then, be sure to check out Jilliene's features as an expert on startups and real estate on Bloomberg, CNBC, The New York Times, and Yahoo! Finance and Entrepreneur. Quotes • “So the mission has never changed. How we accomplish that mission has changed, but I wouldn't say that I had it all perfectly mapped out. You know, just things evolve, right? And you learn and things change.” (12:45-12:57)  • “So, it's a very scary time to be investing right now. And the reasons are that we've really never experienced an economy like this before. Like, we should have seen a market downturn during COVID. And it didn't happen.” (15:42-15:50) • “There's real risk in real estate investing.” (22:48-22:51)  • “One of our core values in the company is to own it.” (27:11-27:15)  • “I think that people need to figure out what is their strength, how can they play to that strength and what's their end goal and then by figuring out your strength and your end goal combine those two together and figure out the vertical within real estate that's going to be the most fun.” (37:15-37:15)  • “I'm Jewish, and one of the things that has become more and more impactful to me as I get older is like taking time off for Shabbat, like Friday nights, I'm like off my phone, and I'm having dinner with family.” (48:04-48:11)  Connect with Jilliene Helman: Website: https://www.realtymogul.com/ IG: @realty_mogul FB: https://www.facebook.com/RealtyMogul Twitter: @Realty_Mogul LinkedIn: https://www.linkedin.com/company/realty-mogul Your Voice Matters. We appreciate your feedback and would like to hear from you. Click here to answer a few questions about our podcast: https://airtable.com/shr8fJS0a0uHedcza   How To Join the InvestHER Movement  1) The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves. Subscribe via: • Apple Itunes  • Spotify • Amazon Music • Android   • Stitcher    2) The Real Estate InvestHER Membership  Our Membership focuses on three pillars: Real Estate Investing, Business Strategies, and Self-Care. We provide a financial freedom road map for women to create steady recurring income to live life on their own terms. Start today with our FREE membership level.   3) InvestHER Community on Facebook  We have thousand of members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals!    4) InvestHER Meetups Around the Globe  We have Investher Meetup members attending in-person meetings across the country and Canada. Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE!     5) InvestHER™ eXp Team Our mission is to empower women in Real Estate to live a financially free and balanced life, and we are extending our support to Real Estate agents worldwide.   We have created exclusive content and support for the InvestHER™ eXp Team: *Top skills and strategies to grow YOUR business *How to utilize your “real estate agent” advantage to become a real estate investor *Monthly live masterminds *Become part of Libertas Organization with top coaches, Tim and Julie Harris.   Jonna Hall Weber is leading our team. If you have any questions or are ready to join our team, click here to schedule a call with her.   Follow us on:  Facebook: @therealestateinvesther  Instagram: @therealestateinvesther YouTube: Watch our shows here Learn more about your ad choices. Visit megaphone.fm/adchoices

The Real Estate InvestHER Show with Elizabeth Faircloth and Andresa Guidelli
Inside the Brilliant Mind of the #1 Commercial Real Estate Crowdfunding Platform's Founder with Jilliene Helman

The Real Estate InvestHER Show with Elizabeth Faircloth and Andresa Guidelli

Play Episode Listen Later Oct 29, 2021 50:32


“We don't yell if people make mistakes. We want them to take risks, we want them to try things,” says Jilliene Helman, Founder and CEO of RealtyMogul. Jilliene has loved real estate since she was a little girl and always knew she wanted to go into the “money business.” After getting rejected from a handful of real estate related jobs, Jilliene decided to start her own real estate company. She compiled her experience from banking, past family real estate investments, and copious amounts of research to create a real estate company with a clear mission: helping individual investors live the lives of their dreams by generating wealth through real estate. Now, Jilliene's company, RealtyMogul has achieved impressive success and was recently named the #1 Commercial Real Estate Crowdfunding Platform by Motley Fool.On today's episode, Jilliene shares her wisdom on finding your niche in real estate. She explains that there is a subset of real estate for everyone. If you like design, Jilliene suggests looking into Airbnb where you can decorate your property to your taste. If you like math, you can focus on one piece of the market that tailors to your specific mathematical interests. Her advice is to make money, but also to fill your life and career path with something that is deeply fulfilling and that caters to your natural strengths. Tune into today's episode of the Real Estate InvestHER Show for a conversation with Jilliene Helman about why real estate is one of the best asset classes available to individual investors, the politics behind real estate, and the importance of self-care for career-focused women. Then, be sure to check out Jilliene's features as an expert on startups and real estate on Bloomberg, CNBC, The New York Times, and Yahoo! Finance and Entrepreneur.Quotes• “So the mission has never changed. How we accomplish that mission has changed, but I wouldn't say that I had it all perfectly mapped out. You know, just things evolve, right? And you learn and things change.” (12:45-12:57) • “So, it's a very scary time to be investing right now. And the reasons are that we've really never experienced an economy like this before. Like, we should have seen a market downturn during COVID. And it didn't happen.” (15:42-15:50)• “There's real risk in real estate investing.” (22:48-22:51) • “One of our core values in the company is to own it.” (27:11-27:15) • “I think that people need to figure out what is their strength, how can they play to that strength and what's their end goal and then by figuring out your strength and your end goal combine those two together and figure out the vertical within real estate that's going to be the most fun.” (37:15-37:15) • “I'm Jewish, and one of the things that has become more and more impactful to me as I get older is like taking time off for Shabbat, like Friday nights, I'm like off my phone, and I'm having dinner with family.” (48:04-48:11) Connect with Jilliene Helman:Website: https://www.realtymogul.com/IG: @realty_mogulFB: https://www.facebook.com/RealtyMogulTwitter: @Realty_MogulLinkedIn: https://www.linkedin.com/company/realty-mogulYour Voice Matters. We appreciate your feedback and would like to hear from you. Click here to answer a few questions about our podcast: https://airtable.com/shr8fJS0a0uHedcza How To Join the InvestHER Movement 1)  The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves.   Subscribe via:• Apple Itunes  • Spotify• Amazon Music• Android • Stitcher  2)  The Real Estate InvestHER Membership Our Membership focuses on three pillars: Real Estate Investing, Business Strategies, and Self-Care. We provide a financial freedom road map for women to create steady recurring income to live life on their own terms. Start today with our FREE membership level. 3)  InvestHER Community on Facebook  We have thousand of members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals!   4) InvestHER Meetups Around the Globe We have Investher Meetup members attending in person meetings across the country and Canada. Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE! 5) InvestHER™ eXp TeamOur mission is to empower women in Real Estate to live a financially free and balanced life, and we are extending our support to Real Estate agents worldwide. We have created exclusive content and support for the InvestHER™ eXp Team:*Top skills and strategies to grow YOUR business*How to utilize your “real estate agent” advantage to become a real estate investor*Monthly live masterminds*Become part of Libertas Organization with top coaches, Tim and Julie Harris. Jonna Hall Weber is leading our team. If you have any questions or are ready to join our team, click here to schedule a call with her. Follow us on: Facebook: @therealestateinvesther Instagram: @therealestateinvestherYouTube: Watch our shows hereSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Strong Suit Podcast
How She Built a Culture of Authenticity (Recruit Rockstars 424)

Strong Suit Podcast

Play Episode Listen Later Sep 23, 2021 21:36


Ten years ago, Jilliene Helman was working in Union Bank's wealth management group. She couldn't help but notice that the bank's wealthiest clients earned their fortunes in real estate. When our government passed the 2012 JOBS Act (intended to encourage funding of small businesses by easing securities regulations), Jilliene saw an opportunity. So she quit the bank. And created RealtyMogul. Her new way of investing in real estate has caught on. To put it mildly. Her firm has done over 300 deals, with a real estate value of $4 Billion. And lets everyday people access institutional-quality investments. Investors can participate in a deal at a time or invest in one of their REIT pooled vehicles with a diversified group of deals. Clearly, she's onto something. Top investors Canaan Partners and Sorenson Capital have backed her vision. In this 20-minute conversation, Jilliene reveals how she's built her 70-person team to shake up the real estate investment field.

Investing In The U.S.
RG274 - Building RealtyMogul From the Ground Up w/ Jilliene Helman

Investing In The U.S.

Play Episode Listen Later Aug 25, 2021 41:29


In this episode, we have the pleasure of speaking with one of the most powerful women in real estate, Jilliene Helman—the founder and CEO of Realty Mogul. Join us as we talk about how she built her business, the challenges in crowdfunding, and the changes that have occurred in the market over the past few years. Jilliene Helman is the founder and CEO of Realty Mogul, one of the leading real estate crowdfunding platforms for both nonaccredited and accredited investors. Recently, it was ranked as the #1 in Motley Fool's Top Real Estate Crowdfunding Sites. Jilliene is also part of Forbes' 2015 list of ‘30 Under 30' for Enterprise Technology, and her leadership has brought in more than 20,000 investors and 265 properties through Realty Mogul. We divulge in a myriad of interesting topics, including her passion for providing affordable housing, the current state of the real estate market, incorporating emotion in investing, and her foresight for the real estate market in the next ten years. Learn more about affordable housing, micro-market real estate economics, and Jilliene Helman's business strategies in this one-of-a-kind interview. KEY TAKEAWAYS 1. A big part of building a successful business is establishing brand recognition. 2. The microeconomic crystal ball is showing the importance of de-risking deals in any way, shape, or form. 3. The rate of returns can still be good despite operating amidst a housing crisis. 4. Real estate is local and you have to understand what is happening in local markets before investing. LINKS https://twitter.com/jillienehelman?lang=en https://www.realtymogul.com/ https://www.linkedin.com/in/jillienehelman/ https://twitter.com/realty_mogul

Two Smart Assets
Where Smart Investors Are Placing Their Bets Right Now with Jilliene Helman

Two Smart Assets

Play Episode Listen Later Jul 21, 2021 28:53


Join Daniel Nickles and Chris Thompson with their guest, Jilliene Helman of RealtyMogul, as they talk about the effects and opportunities brought by the pandemic to the industry of real estate. The 2nd quarter of 2020 became the great pause in operations for RealtyMogul; surprisingly, came the 1st quarter of 2021, the company started picking up and has now never been busier than before. In this episode, tune in as Jilliene sheds light on the inevitable speed bumps of the current economy, the contrasting outcomes of the pandemic in different places, and the issue with resuming office work and maintaining remote workforces. In this episode you will learn: The great pause in the Q2 of 2020 for RealtyMogul On always taking a long-term approach when investing or working with investors The pandemic affected different places differently What does the migration trend, accelerated by the pandemic, mean to investors? Repurposing and mixed-using of space are happening About Jilliene Helman: Jilliene Helman is the Chief Executive Officer of RealtyMogul and its wholly-owned subsidiaries, RM Manager, RealtyMogul Commercial Capital, RM Adviser, RM Technologies, and RM Communities. She has been involved in investments with property values over $3 billion, including over 15,000 apartment units, and is a pioneer in real estate crowdfunding.   Connect with Jilliene Helman on: Website:              https://www.realtymogul.com/ Facebook:           https://www.facebook.com/RealtyMogul/   Connect with Two Smart Assets on: Website:              https://twosmartassets.com/ Facebook:           https://www.facebook.com/TwoSmartAssets/ Instagram:          https://www.instagram.com/twosmartassets/ YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw   Join us August 9th in Conifer, CO as we tour a great self-storage facility. Meet and speak with one of the best self storage operators in the business and see how they accomplish a storage expansion in the mountains. Whether you live in the area or just want to come visit us, you can find the RSVP here (https://fb.me/e/dUMQtHM0K) or just reach out to us directly on our website or through social media Cant wait to see you there!   ✅Check out our free apartment syndication sample deal: https://twosmartassets.com/sample-deal-form  

RealtyMogul's Podcast
Reed Goossens: Real Estate Entrepreneur |10,000 Miles to the American Dream

RealtyMogul's Podcast

Play Episode Listen Later Jul 15, 2021 40:02


Reed Goossens is a real estate entrepreneur, investor, author, public speaker, and author. His professional background is in civil/structural engineering, and after nine years in the field, he took the plunge full time into real estate investing and development. Reed moved to the US in 2011, and within the first year, he had purchased his first duplex for $38,000. He subsequently started RSN Property Group, a multifamily syndication investing firm involved in the acquisition of over $60 mill worth of real estate to date. Reed also launched the podcast Investing in the US – An Aussie's guide to US real estate in early 2016, where he interviews the cream of the crop within the real estate industry to better educate other investors who want to break into the US Market.   Reed joins Jilliene on the show to share the details of his portfolio, his investment thesis, and the assets he's currently investing in. He gives listeners insights into the mindset required to overcome your fears, the importance of taking action, and the habits that he practices to keep him on track to achieve his goals. Reed also shares what he is doing in his underwriting to mitigate climate change issues in his assets, particularly in the light of the unanticipated weather in his major area of interest.   "You don't get to deal number 10 without doing deal number one." - Reed Goossens   “Investment strategy has to be value-added — I have to be able to come in and add value to the asset, it's not coming in and putting it on pause and letting it coast, and hopefully, inflation and market growth happens, I want to be forcing that that appreciation.” - Reed Goossens   This week on The Reality Mogul Podcast: How Reed made the giant leap into purchasing his first property in Syracuse, NY, and the lessons he learned from that purchase How he found networking opportunities in the USA and the moment he realized he could scale his property business Key lessons that Reed has learned as part of his growth journey Why his investments are concentrated in Austin and San Antonio in Texas and whether he saw a lot of problems with your assets during the major freeze earlier in 2021 Reed's value-added strategy of not buying fully stabilized deals Which markets other than Texas are attractive to Reed right now Reed's thoughts on where interest rates are going to go and how he is mitigating his risks What Reed thinks about the impact of and inflation as the result of COVID relief bills and other stimuli and how it will impact his portfolio and thesis moving forward What the next five to 10 years hold for the RSN Property Group   Connect with Reed Goossens: Reed Goossens Website Reed Goossens on Instagram Reed Goossens on Facebook Reed Goossens on Twitter   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

RealtyMogul's Podcast
Kathy Corton: CEO of Hillcrest Finance | Investing in Debt in 2021 and Expectations for 2022

RealtyMogul's Podcast

Play Episode Listen Later Jun 10, 2021 35:15


Kathleen 'Kathy' Corton established Hillcrest Finance in 2013 and serves as its Chief Executive Officer and Chief Investment Officer. She has over 30 years of experience in the real estate industry, primarily focused on debt investing. Before establishing Hillcrest, Kathy was Co-Owner and Partner of Brickman, a New York-based real estate equity and debt investment management firm. During her tenure at Brickman, Kathy was responsible for debt and equity investing through discretionary commingled funds.   Kathy joins Jilliene on the Mogul Insights podcast to discuss how she got into the real estate business and to tell the inception story of Hillcrest Finance. In addition, she shares her views on the competitive market today for lending and debt in general terms, compared to when Hillcrest Finance was founded in 2013. Kathy also gives her insight into the challenges and opportunities that she sees on the horizon, both for the real estate industry as a whole and specifically for the debt world.   "The opportunities are that the industry keeps evolving. There are a lot of interesting challenges ... in terms of interest rates and the profile of the asset class." - Kathy Corton   This week on The Reality Mogul Podcast: How the debt investment landscape has changed as a result of the pandemic, and what Hillcrest are doing differently today than they were pre COVID-19 Why Kathy made the strategic decision at Hillcrest Finance to focus on debt investing Which areas within debt investing Hillcrest are focusing on today, including examples of recent transactions The typical risk profiles of Hillcrest Finance's clients What Kathy considers to be most important when looking at sponsorship, location, and property performance What are the minimum requirements are for sponsors to work with Hillcrest Finance Which asset classes Kathy is favoring and disfavoring currently The challenges and opportunities Kathy sees both for the real estate industry as a whole and specifically for the debt world The challenges and opportunities that Kathy sees at the forefront of expectations for 2022   Connect with Kathy Corton: Hillcrest Finance Website   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

The Mozzachio List
A candid conversation with the CEO and Founder of Realty Mogul, Jilliene Hellman

The Mozzachio List

Play Episode Listen Later Apr 3, 2021 56:21


The Investor Mindset - Real Estate Show
E198: Starting From Scratch - Jilliene Helman

The Investor Mindset - Real Estate Show

Play Episode Listen Later Mar 4, 2021 29:35


Jilliene Helman started a digital real estate business in her living room 8 years ago and has now invested in over $2 billion of real estate. We talk about investing 101 and finding opportunities in the market. Find out how to invest with us: www.theinvestormindset.com/investJilliene is an amazing guest this week - she has incredible experience and knowledge of starting a successful business and investing successfully in real estate. If you're just starting out in the real estate investing game, or just thinking about it, then this is an episode made just for you. Jilliene drops some essential advice on the subject of investing, starting out, getting educated and spreading your investment risk. Jilliene Helman is the Founder and Chief Executive Officer of RealtyMogul, a FinTech company focused on investing in commercial real estate. In this capacity, Jilliene has invested in over $2 billion of real estate and deployed over $400 million of equity capital. She has also raised over $50 million in venture capital to finance the business from top-tier venture capital firms including Canaan Partners and Sorenson Capital.  Jilliene is also an executive on numerous RealtyMogul subsidiaries and serves as Chief Executive Officer for RM Manager, a wholly-owned exempt reporting advisor, Chief Executive Officer for RM Advisor, a wholly-owned investment advisor, Chief Executive Officer for Mogul Securities, a wholly-owned broker-dealer, Chief Executive Officer for RealtyMogul Commercial Capital, a wholly-owned real estate lender and broker and Chief Executive Officer for RM Communities, a wholly-owned owner/operator of multifamily real estate. Hit the subscribe button to join our community and let us know in the comments below: How did your first deal go? KEY TAKEAWAYS1. Get educated before you start investing in your first deal2. Think about what type of assets and deal you want to invest in3. Consider REIT deals4. You can find great deals online 5. Interest rates are super low right now - multifamily could be the way to go6. Diversify your investment in order to reduce risk 7. Real estate is still a great market to be in and the market looks promising LINKShttps://www.xfactor.ventures/https://www.linkedin.com/in/jillienehelman/https://twitter.com/jillienehelman?lang=en

RealtyMogul's Podcast
Ken Bodenstein: What a Biden Presidency Means for the Real Estate Market

RealtyMogul's Podcast

Play Episode Listen Later Feb 10, 2021 50:54


Ken Bodenstein is Director of Acquisitions for Realty Mogul Communities, the direct acquisition arm of Realty Mogul. With over 30 years of real estate experience, principally in acquisition and asset management of multifamily properties, he is responsible for sourcing and acquiring multifamily assets in the Eastern United States. Ken has also held senior positions with other prestigious real estate firms, including AIG, Rockwood Capital, and AREA Property Partners.   Realty Mogul CEO Jilliene Helman and Ken Bodenstein discuss the 2020 election, the results that show Joe Biden as President-Elect and Kamala Harris as Vice President-Elect, and what it means for commercial real estate. Ken describes the ramifications of the upcoming fork in the road depending on who wins the special run-off elections for control of the Senate in Georgia. They also consider what the focus of the Biden Administration might be and how their priorities will impact on real estate investors through 2021 and beyond.   “Although there is a light at the end of the tunnel and although six months into the future things will look pretty good the next three to four months still look very difficult.” - Ken Bodenstein   This week on The Reality Mogul Podcast: Ken's opinion on whether the Biden Administration will increase taxes or modify tax havens for real estate investors. What will happen for commercial real estate if there is a split House/Senate Expectations for capital gains tax, opportunity zone policies, and 1031 exchange policies next year Whether demand for commercial multi-family real estate will stay healthy, and pricing continue to hold up, in light of the Fed's interest rate policy Ken and Jilliene's opinion on whether Biden will push for tax increases while the pandemic is still ongoing Whether the Fed will wait until we see economic growth in the short term before changing their low rate policy The impact of two promising Covid vaccines on a long-term real estate investing strategy     Connect with Ken Bodenstein at Realty Mogul: Realty Mogul Website Ken Bodenstein on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.
#295: Real Estate Post COVID and the Future of Hospitality and Office Sectors – with Jillene Helman

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.

Play Episode Listen Later Nov 3, 2020 36:12


This week’s episode of the Real Estate Investing for Cashflow podcast features Jillene Helman. Jilliene is CEO and Co-Founder of RealtyMogul. She's responsible for the company’s strategic direction and operations. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance, and Risk Management. Jilliene is a Certified Wealth Strategist, holds Series 7, Series 63, and Series 24 licenses, and has a degree in Business from Georgetown University    Quotes:  “Retail was in a world of hurt pre-COVID. Right? We over built retail in this country. That’s just a fact. Now, this recession is different though, than a lot of the historical recessions in that, this is very micro-market. Even property level specific.”  “We invested in a shopping center transaction in Florida, and we were projecting double digit cash on cash returns in the first yea. This is a closed investment, not an open investment. But I think there is opportunity in retail because of the fear, but you have to be a very good operator and you have to have very very localized knowledge. We’re not afraid of retail with the right operator and the right knowledge.”    Highlights:  :55- Jillene's background  6:08- Jillian gives her opinion on the overall outlook for commercial real estate post COVID  14:30- Jillian tells us what the long-term projection looks like in the office segment  20:38- Jillian gives her opinion on the long-term impact of  manufacturing and multi-family housing space    Guest Website:  www.realtymogul.com    Learn About Investment and Partnership Opportunities with Kevin and His Team 

The Gold Collar Investor
TGCI 64: Crowdfunding by CEO of Realty Mogul

The Gold Collar Investor

Play Episode Listen Later Oct 12, 2020 39:17


In today's show, Pancham interviews Jilliene Helman, a certified wealth strategist. Jilliene is also the CEO and founder of RealtyMogul. Jilliene left her high-paying job when she realized her goal of helping investors generate passive income and investments. Her dedication to finding investment opportunities helped RealtyMogul gain recognition as one of the top real estate crowdfunding platforms. Today, RealtyMogul now has over 200,000 members on the platform with 20,000 investments, and counting. Jilliene was also included in Forbes' 30 under 30 list last 2015 and has been recognized as Woman of the Year by Fintech last 2017. In this episode, Jilliene shared how she came up with RealtyMogul, what she looks for in investments, and her passion of providing people a home. You'll surely learn valuable real estate and crowdfunding lesson and insights in today's episode so don't miss it!   Quote:  “One of our cultural values is details matter. And what that means is that we're willing to dive in. We're willing to understand the risks of the investment.” Timestamped Shownotes: 2:10 – Pancham introduces Jilliene to the show 3:44 – How she got into real estate business 5:54 – Her mindset when she built RealtyMogul 9:51 – Improvements in her investment portfolio 12:53 – Where she focuses her investments 15:29 – Changes in her business amidst COVID-19 20:20 – How to invest using RealtyMogul 23:45 – How journaling and gratitude has helped her 29:28 – Taking the Leap Round 29:28 – The first time she invested outside Wall Street 31:10 – Her fears when it comes to investing outside Wall Street 32:30 – One investment that did not go as expected 35:32 – One piece of advice to aspiring investors  36:54 – Jilliene's contact information   3 Key Points: Importance of knowing the risks in investments Being dedicated to achieving the goals of the company Knowing your business priorities   Get in Touch: RealtyMogul - https://www.realtymogul.com/ RealtyMogul Knowledge Center - https://www.realtymogul.com/knowledge-center The Five Minute Journal - https://www.intelligentchange.com/products/the-five-minute-journal The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com

TBG Real Estate Podcast
Driven to disrupt FinTech and commercial real estate investing with Jilliene Helman

TBG Real Estate Podcast

Play Episode Listen Later Apr 30, 2020 36:23


On this episode of the TBG Real Estate Podcast we speak with Jilliene Helman, CEO of RealtyMogul. The former Union Bank vice president quit her job to start RealtyMogul in 2012 and since then has managed to exponentially disrupt commercial real estate investing. Featured in 2015 as one of Forbes’ 30 under 30, this is episode you do not want to miss.EPISODE NOTES:02:07 - What is Realty Mogul?03:40 - Two ways of investing04:32 - "Bred to be entrepreneurial"07:15 - From idea to reality09:45 - The early days12:19 - The process15:08 - The long game20:10 - Listening, reading, watching22:25 - Women in real estate27:20 - Public vs Private REITS29:15 - The Hot Seat presented by KK ResetHelman is CEO of RealtyMogul and its wholly owned subsidiaries, RM Manager, RealtyMogul Commercial Capital, RM Adviser, Mogul Securities and RM Technologies. In these capacities, she has structured and approved investments with property values over $2 billion and is a pioneer in real estate crowdfunding. Jilliene is a Certified Wealth Strategist and holds FINRA Series 24, 7 and 63 licenses.

framework radio
framework #697: 2020.01.19 [jilliene sellner]

framework radio

Play Episode Listen Later Jan 19, 2020 59:00


framework:afield, entitled ‘women in the field', produced in the uk by jilliene sellner. for more info see https://www.jillienesellner.com.

framework radio
framework #697: 2020.01.19 [jilliene sellner]

framework radio

Play Episode Listen Later Jan 19, 2020 59:00


framework:afield, entitled ‘women in the field', produced in the uk by jilliene sellner. for more info see http://www.jillienesellner.com.

How I Built This Business
Real Estate Crowdfunding for the 21st Century (& growing to $300MM+) | Realty Mogul

How I Built This Business

Play Episode Listen Later Aug 2, 2019 41:28


015. Realty Mogul | Jilliene Hellman is CEO and Co-Founder of RealtyMogul. She's responsible for the company’s strategic direction and operations. Jilliene, who sits on RealtyMogul.com’s board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University.*** For Show Notes, Key Points, Contact Info, & Resources Mentioned on this episode with Jilliene Helman, visit here. ***

framework radio
framework #670: 2019.02.03 [jilliene sellner]

framework radio

Play Episode Listen Later Feb 3, 2019 59:00


framework:afield produced in the uk by jilliene sellner. for more info see https://www.jillienesellner.com.

framework radio
framework #670: 2019.02.03 [jilliene sellner]

framework radio

Play Episode Listen Later Feb 3, 2019 59:00


framework:afield produced in the uk by jilliene sellner. for more info see http://www.jillienesellner.com.

Entrepreneurs on Fire
How to Raise $400 million on the Internet and Build a FinTech Business with Jilliene Helman

Entrepreneurs on Fire

Play Episode Listen Later Dec 7, 2018 36:41


Jilliene is the Founder and CEO of RealtyMogul a private markets investing platform for commercial real estate. Top 3 Value Bombs: 1. FinTech is financial services on one end and technology on the other end. It’s about using technology to provide a better customer experience to your clients. 2. Jilliene had over 100 coffee meetings to raise the first million dollars for her company - and she doesn’t even drink coffee :) 3. There’s no alternative to hustle and hard work. If you want to build a business or be an entrepreneur, you have to wake up every single day and hustle. Sponsor: Shopify: Are you an independent business owner looking for a commerce platform that will be a reliable partner when it comes to selling your products? Then look no further than Shopify! Visit Shopify.com/eof to start your free trial today!

Entrepreneur Stories 4⃣ Inspiration
015: This 30-year old CEO went from $0 to $285 MILLION in Commercial Real Estate. How Jilliene Helman built RealtyMogul...

Entrepreneur Stories 4⃣ Inspiration

Play Episode Listen Later Dec 31, 2017 41:29


Jilliene Hellman is CEO and Co-Founder of RealtyMogul. She's responsible for the company’s strategic direction and operations. Jilliene, who sits on RealtyMogul.com’s board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University. *** For Show Notes, Key Points, Contact Info, & Resources Mentioned on this episode with Jilliene Helman, visit here. ***

Best Real Estate Investing Advice Ever
JF1141: How RealtyMogul.com Consistently Delivers Great Returns to Their Investors with Jilliene Helman

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 17, 2017 26:21


As Co-Founder and CEO of RealtyMogul.com Jilliene has been working hard daily to make the company what it is today.  With over $300 million invested from investors and $1 billion of financed properties, Jilliene has done an amazing job, with the help of a great team, building a company that puts their investors first. Hear what she says separates her company from the many other passive investment opportunities out there. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!   Best Ever Tweet: Hire great people   Jilliene Helman: - CEO and Co-Founder of RealtyMogul.com and is responsible for the company's strategic direction and operations - Has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management.   - Since launching, the company has funded more than $260 million in real estate transactions and raised more than $45 million from notable investors - Certified Wealth Strategist®, holds Series 7, Series 63, and Series 24 licenses - Based in Los Angeles, California - Say hi to her at: - Best Ever Book: The Everything Store   Made Possible Because of Our Best Ever Sponsors:   Fund That Flip provides short-term fix and flip loans to experienced investors. If you're looking for a reliable funding partner, their online platform makes the entire process super easy, and they can get you funded in as few as 7 days. They've also partnered with best-selling author, J Scott to provide Bestever listeners a free chapter from his new book on negotiating real estate. If you'd like to improve your bestever negotiating skills, visit to download your free negotiating guide today.

Capital Gains - Capitalism.com
How to Find the Most Lucrative Commercial Real Estate Investments

Capital Gains - Capitalism.com

Play Episode Listen Later Oct 3, 2017 34:38


If you haven’t yet invested in commercial real estate, there’s a huge cash flow which you could be missing out on. Real estate has been a cornerstone of wealth generation for a long time, which is what prompted Jilliene Helman to create RealtyMogul.com. It is now possible to make a generous passive investment without being an accredited investor thanks to the technology which Jilliene has developed. Realty Mogul came from a belief that more people should have access to commercial real estate, and since being established five years ago they’ve grown to a marketplace of 125,000 investors and have completed $300m in transaction volume. How do you take the first step into this kind of investment? Jilliene and her Investor Relations team have one on one communication with investors to help you, and she shares with us some advice on how to make a big return from commercial property. Key takeaways: What is passive commercial property investment? The growth of crowdfunding Market trends and advice to commercial real estate investors Connect with Jilliene Go to RealtyMogul.com for more advice on moving into commercial real estate investment and to sign up for your free account. Jilliene on Twitter Jilliene on LinkedIn Connect with Jonathan Twombly Find more great content from Jonathan at www.twobridgesmgmt.com. Jonathan Twombly on Twitter Jonathan Twombly on LinkedIn -> Subscribe to the Capital Gains Podcast

Apartment Building Investing with Michael Blank Podcast
MB 075: How to Harness the Power of Crowdfunding Even If You're a Newbie - With Jilliene Helman, CEO of RealtyMogul

Apartment Building Investing with Michael Blank Podcast

Play Episode Listen Later Aug 22, 2017 21:39


Yes, crowdfunding is out of reach for the average newbie syndicator. But if you've got a great deal and a willingness to hustle, it is possible to partner with a larger real estate company and take advantage of the capital available through crowdfunding. Platforms like Realty Mogul are looking for sponsors with a track record, so if you don't have one—find someone who does. Jilliene Helman is the CEO of Realty Mogul, the premiere online marketplace for real estate investing. The platform employs cutting-edge technology to connect its network of 130,000 registered investors looking for passive investments in commercial real estate with established real estate companies looking to acquire and operate commercial properties. Realty Mogul is a marriage of Jilliene's affinities for financial services and technology. She founded the company in 2013 to take advantage of the opportunities around crowdfunding afforded by the JOBS Act. Today she discusses why Realty Mogul chose to focus on the commercial space, the types of investments the platform offers, and the Realty Mogul definition of a good deal. Learn about the evolution of the crowdfunding industry, and heed Jilliene's advice about partnering for aspiring syndicators. Key Takeaways [2:33] How the crowdfunding industry has evolved Started five years ago with passage of JOBS Act Has become more and more mainstream Began with donation-based sites (e.g.: Kickstarter, Indiegogo) Evolved into investment-based crowdfunding (i.e.: commercial real estate) Since 2013, Realty Mogul has raised $300M online Will continue to grow, scale Over $1B in invested capital through crowdfunding this year alone Provides investors access to private transactions [3:55] Why Realty Mogul chose to focus on the commercial space Huge opportunity in single-family space early on (2013-2015) Banks off-loading residential properties Not easy to make money doing fix and flips Chose to focus on existing properties, tenants and cashflow Less risky than vacant residential property being renovated [4:54] The types of investments Realty Mogul offers Joint venture (common) equity investments Paid last (riskiest part of capital stack) Gets piece of appreciation Preferred equity investments Paid before joint venture equity Receives flat, pre-negotiated rate (doesn't get any of appreciation) Mezzanine debt investments Senior mortgage debt investments [6:54] What Realty Mogul is looking for in a sponsor Don't do business with first-time sponsors History, track record of success Real estate company with experience in market, property type Investors want to work with sophisticated real estate companies Typically don't work with solo operators Looking for full-time sponsors with own company, employees Serious and professional about execution in investing in real estate  [8:34] Jilliene's advice for aspiring syndicators Do a transaction Raise capital from friends, family Add value, build a track record [10:12] Jilliene's guidance around partnering with a larger real estate company to employ crowdfunding If have solid deal, no reason you can't partner Will have to pay real estate company Won't have control of transaction Realty Mogul requires one sponsor to have final say [11:47] What Realty Mogul defines as a good deal Every deal is different Focus on cashflowing real estate (existing tenants) Majority of deals are Class B assets in secondary markets Look for opportunity to value-add 7-8% average cash-on-cash return to investors 15% IRR net to investors [14:13] The requirements for passive investors on Realty Mogul Public, non-traded REIT open to all investors (diversified pool of commercial real estate investments) Private transactions limited to accredited investors (income above $200,000 or net worth above $1M) [15:28] The process of becoming a passive investor with Realty Mogul Sign up for user account Select transaction Entire experience is digital REIT is blended vehicle Accredited investors pick and choose specific properties [16:40] The benefits of working with Realty Mogul Track record Over $300M invested in commercial real estate Real estate companies do multiple transactions (speaks to experience) Network of 130,000 investors [17:23] How Realty Mogul came to be Jilliene worked in banking (wealth management) Wealthiest clients were real estate investors With JOBS Act, Jilliene saw opportunity Blends her passions—financial services and technology Mission to help people generate wealth via real estate investing [18:22] Jilliene's take on the future of crowdfunding Will continue to grow More and more mainstream Investors more comfortable with doing transactions on internet Billion-dollar industry Connect with Jilliene Realty Mogul Resources  Deal Desk Free eBook: The Secret to Raising Money to Buy Your First Apartment Building

Invest Like a Boss
61: RealtyMogul CEO Jilliene Helman, Transforming Commercial Real Estate Investing

Invest Like a Boss

Play Episode Listen Later Jul 5, 2017 39:21


Jilliene Helman is the CEO of RealtyMogul, the largest online marketplace for investors to pool money and crowdfund pre-vetted real estate investments. Prior to RealtyMogul, Jilliene served as Vice President at Union Bank, where she spent time in wealth management, finance and risk management. The RealtyMogul team brings over 200 years of collective experience underwriting, managing, and acquiring over $20 billion in real estate across asset classes and markets nationally. During the show, Jilliene will explain why RealtyMogul has over 125,000 investors and what real estate investing can do for you. You’ll learn about popular cash on cash returns, investing limitations and options including the legal underwriting process. Find out how they’ve returned back over 60 million dollars to their investors.   Links: Realtymogul.com @JillieneHelman   Where are we: Johnny FD - Kiev, Ukraine Sam - Chiang Mai, Thailand Jilliene - LA, California   Book: Start Here – Recommended Reading   Time Stamps: 05:04 - Jilliene’s background 08:01 - Defining commercial real estate 10:30 - What a Trump presidency means to commercial real estate 12:35 - When researching platforms to invest on 15:12 - The growth behind RealtyMogul 16:59 - Understanding/ analyzing the market data 19:46 - Daily routine and workload 20:53 - Investor Education 21:56 - Legal underwriting 23:11 - Popular cash on cash returns 24:42 - Investing limitations and options 29:16 - Opening a saving in foreign countries 32:34 - Investing in stocks and real estate   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.

Real Estate Investing Secrets - FlipNerd (Audio Version)
Expert Interview #067: Real Estate Crowd Funding

Real Estate Investing Secrets - FlipNerd (Audio Version)

Play Episode Listen Later Jun 29, 2017 26:12


Real Estate Crowdfunding is HOT right now. It's a space that will continually get more define and fleshed out, but Jilliene Helman, CEO and Co-Founder of Realtymogul.com is leading the way. To learn more about this exciting space, please join us for this FlipNerd.com VIP Expert Interview. Do you want to be a real estate investor but need step-by-step guidance to help get you started? The Investor Machine is a 90-day program with training, weekly tasks, bi-weekly group calls, and more! Schedule a free call to discuss your goals today!

Real Estate Investing Secrets - FlipNerd (Audio Version)
SPECIAL: Fund Your Deals with RealtyMogul.com

Real Estate Investing Secrets - FlipNerd (Audio Version)

Play Episode Listen Later Jun 29, 2017 17:42


Jilliene Helman, CEO of RealtyMogul.com joins us today for a special session to discuss how RealtyMogul.com can help members of FlipNerd.com get financing for your next deal. RealtyMogul is a leading online platform, currently offering incredible rates and priding themselves on providing great service to investors. Don't miss this interview to learn more! Do you want to be a real estate investor but need step-by-step guidance to help get you started? The Investor Machine is a 90-day program with training, weekly tasks, bi-weekly group calls, and more! Schedule a free call to discuss your goals today!

Women Rocking Wall Street - A podcast dedicated to women in financial services

Episode 51: Success through Hustling and ResiliencyGuest: Jilliene Helman Hello and happy spring! I am so excited to welcome my guest this week. She is a young entrepreneur who has been a game changer in the real estate and finance industries. At 28, she made the Forbes magazine 2015 list of 30 Under 30 Rising Stars of Enterprise Technology and has underwritten over $5 billion of real estate. Jilliene Helmen, the former Vice President of Union Bank quit her job to start RealtyMogul.com in 2013. Her team’s mission is to simplify real estate investment through crowdfunding, allowing entrepreneurs and investors to get in the game. Sitting on the RealtyMogul.com board, Jilliene is responsible for the company’s strategic direction and operations. Today, her company is a leading online real estate capital marketplace with over 73,000 members and 65 employees. Working in financial services as well as technology, Jilliene is no stranger to the male-dominated industries. Having grown up in an entrepreneurial and real estate savvy family, she found that she had a passion for both. After working in the banking circle for several years, Jilliene found it was stifling and decided as a result to become an entrepreneur. Knowing that her company needed investment to be successful, Jilliene went through the process of securing venture capital (VC). She had to work extremely hard, and hold plenty of meetings but as a result was successful in raising $45 million in capital across the company. Jilliene attributes hustle and resilience as the keys to being a successful entrepreneur, especially in male-dominated industries. Even if she doesn’t know the path, she knows her destination and works towards that every day. Through hustling, Jilliene has built a strong network that she can reach out to and leverage to her company’s advantage. An avid reader, Jilliene has found that she reads books based on the life stage of her company. If you’re starting a company, Jilliene recommends reading Topgrading: The Proven Hiring and Promoting Method that Turbocharges Company Performance by Bradford D. Smart and The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter by Michael Watkins. Several other books that she recommends include The Everything Store: Jeff Bezos and the Age of Amazon by Brad Stone, Hatching Twitter: A True Story of Money, Power, Friendship, and Betrayal by Nick Bilton, and Onward: Engaging the Culture without Losing the Gospel by Russell Moore. Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

Accredited Investor Markets Radio
Episode 48 with Jilliene Helman

Accredited Investor Markets Radio

Play Episode Listen Later Aug 14, 2015 32:03


This week Accredited Investor Markets talks with Jilliene Helman, CEO of RealtyMogul in Episode 48. She discusses different kinds of collective investment opportunities for accredited investors and institutional investors including real estate equity and real estate debt, as well as how such investments might bear upon an investment portfolio. The larger story is the opening of real estate investment--in many of its various modes--to more investors.   You can learn more about Jilliene Helman and Realty Mogul here.   You can also find them here: Twitter: @Realty_Mogul; @JillieneHelman LinkedIn  Facebook Google+ YouTube    About Jilliene Helman Jilliene is the CEO and Founder of Realty Mogul. She is responsible for strategic direction, operations and sits on Realty Mogul’s Board of Directors and Investment Committee. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7 and Series 63 licenses and has a degree in Business from Georgetown University.​

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.
Ep #73: Crowdfunding talk with Realty Mogul Founder and CEO - Jilliene Helman

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.

Play Episode Listen Later Jun 8, 2015 36:39


This week we're going to speaking with Realty Moguls founder and CEO, Jilliene Helman. Realty Mogul was founded in 2012 with a singular objective: Make it easy for investors to invest in real estate together. With over 15,000 active accredited and institutional investors the Realty Mogul community has invested over $70 million dollars in over 240 properties and there are no signs of slowing down. When seeking out a crowdfunding expert to bring onto the show, several people told me that Jilliene is the person that I needed to talk to. It didn't take more than a few moments on the phone together to realize that she was the person with the expertise I was looking for.  She is wise beyond her years, gets straight to the point and says it like it is. If you didn't know it you would think she had been in the real estate industry for 30+ years based on her knowledge and the way she presents herself but she is only 28 years young and I'm positive that you'll be just as impressed with her as I was. Here’s a few things you’ll learn in our interview with Jilliene today: ·       How crowdfunding is changing the real estate investment landscape as we currently know it ·       The benefits that Realty Mogul provides accredited investors who have an interest in participating in premium grade investment properties ·       The benefits that Realty Mogul offers to Real Estate investors who have the need for capital to fund their deals ·       The process Realty Mogul goes through to vet both the properties as well as the investors to achieve the best match ·       How realty mogul has been able to achieve an average return of 6-10% for their passive investors. ·       How they have been able to separate themselves from the other crowdfunding platforms available in the marketplace ·       What the future holds for real estate crowdfunding and why you need to be paying attention ·       What advice Jilliene recommends for those who are actively pursuing their first capital raise for a real estate investment. ·       And much more   Recommended Resources: Download my free success guide,  “7 habits of highly successful multi-family investors” by going to www.KevinBupp.com/guide Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2 Looking to invest in Mobile Home Parks? Want to JV with me on deals? If so, schedule a call with me and let’s talk. Click here https://www.timetrade.com/book/FGF7S Learn more about Jilliene and his company, please visit www.RealtyMogul.com

Accredited Investor Markets Radio
Episode 15 with Jilliene Helman

Accredited Investor Markets Radio

Play Episode Listen Later Dec 19, 2014 36:43


In Episode 15 of Accredited Investor Markets Radio, host Alicia Purdy, Managing Editor of AccreditedInvestorMarkets.com, chats with Jilliene Helman, CEO of Realty Mogul. Their discussion covers real estate crowdfunding; accessing equity and debt through non-traditional channels; the top three things investors should know before moving ahead with a real estate crowdfunding transaction; and what's trending right now in the market.   You can find more here:   Twitter: @Realty_Mogul  LinkedIn     About Jilliene Helman   Jilliene is the CEO and Founder of Realty Mogul. She is responsible for strategic direction, operations and sits on Realty Mogul’s Board of Directors and Investment Committee. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7 and Series 63 licenses and has a degree in Business from Georgetown University.​

Lend Academy Podcast
LAP18: Jilliene Helman of Realty Mogul on Real Estate Investing

Lend Academy Podcast

Play Episode Listen Later Jun 27, 2014 33:44


Without question real estate is one of the hottest sectors in marketplace lending right now. We have gone from just a couple of platforms two years ago to nearly 100 today. And more seem to be launching every week.At the forefront of this movement is Realty Mogul. It was co-founded by Jilliene Helman less than two years ago but it has already become one of the leaders in this burgeoning new industry. Jilliene came on the Lend Academy Podcast to give investors a deeper understanding of not just her business but how and why real estate investing is becoming so popular.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

#plugintodevin - Your Mark on the World with Devin Thorpe
Episode 20: Crowdfunding Experts on SEC Draft Rules

#plugintodevin - Your Mark on the World with Devin Thorpe

Play Episode Listen Later May 13, 2014 25:56


October 24, 2013 - Read the Forbes article and watch the interview here: http://onforb.es/1hcwY8Q. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes. Yesterday the Securities and Exchange Commission voted to approve its first rules under Title III of the 2012 JOBS Act governing crowdfunding. Experts Jilliene Helman of Realty Mogul, a crowdfunding site for real estate investments, Doug Ellenoff, a securities lawyer specializing in crowdfunding law, Ryan Feit of SeedInvest, and Bill Clark of MicroVentures will join me for a live discussion and instant reaction to the proposed rules at 11:00 AM Eastern today, October 24, 2013. The following is my summary of Title III of the JOBS Act adapted from my book, Crowdfunding for Social Good. The law limits businesses that raise money through crowdfunding to $1 million of crowdfunded investments per twelve month period. The SEC is likely to clarify when such periods start and end, though such limits may not be part of the rules issued today. Limits are set by the Act on the amount of money non-accredited (those without a million-dollar net worth excluding their home or without a $200,000 personal income) investors may invest. For those with both income and net worth less than $100,000, they will be allowed to invest the greater of $2,000 or 5 percent of the greater of their annual income or net worth. For those with either net worth or income greater than $100,000 they will be allowed to invest up to 10 percent of the greater of their annual income or net worth. The Act requires that all crowdfunded transactions be completed using a registered portal or broker-dealer. You are not allowed to set up your own website to conduct your offering or to use a website like Kickstarter or Indigogo that are not registered with the SEC or FINRA. (FINRA is expected to issues rules soon that will govern the registration and conduct of portals and broker-dealers conducting crowdfunding.) The Act also provides some specific rules for intermediaries (portals and broker-dealers). The Act requires that Intermediaries: Register with the SEC and FINRA as either a portal or a broker-dealer. Provide all of the disclosure of risk that the SEC may require. Ensure that investors complete investor education requirements established by the SEC and understand the risks of investing in crowdfunded securities, including the fact that they can lose their entire investment. Deter fraud by conducting background checks and taking other measures as required by the SEC. Protect the privacy of investors. Ensure that investors are not violating their individual investment limits across all of the crowdfunded investments. (The SEC is rumored to have decided not to enforce this provision.) Shall not pay “finders” or “affiliates” of any sort for bringing investors to the opportunities. Prohibit its own directors and officers from investing in companies issuing securities on their platforms. Issuers, that is to say the companies raising money by issuing the new securities, are required by law to disclose the following information (note that the SEC has rulemaking authority to expand and clarify this list): Directory information for the company so that people can find and verify its existence. Officers, directors and large shareholders (those holding more than 20 percent of the ownership) are required to be disclosed. A complete business plan will also be required. A description of the financial condition of the company, including tax returns and financial statements. Those raising less than $100,000, the financial statements needn’t be reviewed or audited. Those raising between $100,000 and $500,000 are required to have their financial statements reviewed. Finally, those raising more than $500,000 are required to have their financial statements audited. Companies must explain the use of “proceeds” or the money raised. The price of the securities offered must be disclosed, or, in the event the platform uses an auction or other process to determine a price, the process for setting the price must be disclosed and the price must be made available to investors prior to making a final commitment to participate. The ownership structure of the entity must be explained, including the rights of each class of stock so that investors understand how their new shares of ownership (in the case of an equity offering) will compare to the rights of other shareholders. Please be sure to tune in to the discussion to learn more about today’s newly issued rules; the summary above pertains to the law as passed in 2012 and not to today’s announcements and is provided only for context. Please help me continue this conversation on Twitter at @devindthorpe and at my personal website yourmarkontheworld.com.

Today's Leading Women with Marie Grace Berg ~ Real Stories. Real Inspiration. Real Take-aways. 7-Days A Week!

JILLIENE Hleman, is the CEO and Co-Founder of Realty Mogul, a crowdfunding for real estate. Jilliene is responsible for strategic direction and operations. She has underwritten over $1 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 63 and Series 7 licenses and has a degree in Business from Georgetown University.