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Hosted by jilliene helman
3 episodes with jilliene helman
2 episodes with jilliene helman
3 episodes with jilliene helman
2 episodes with jilliene helman
2 episodes with jilliene helman
3 episodes with jilliene helman
2 episodes with jilliene helman
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.
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!
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!
Every week, we bring you conversations with elite investors and entrepreneurs, in hopes that you'll learn from their experiences to accelerate your success.On this Best of 2022 edition of Financial Freedom with Real Estate Investing, we reflect on some of our favorite episodes and share the top insights from this year's interviews with inspiring real estate entrepreneurs.We revisit Dan Brisse's story of transitioning from professional snowboarder to full-time real estate investor and Jilliene Helman's mission to democratize real estate investing.Lee Prosenjak inspires us to live our purpose, Veena Jetti explains how to raise capital at scale, and Sterling Griffin shares creative ways to add value to high-profile people as you build a network.Listen in to understand how Alvin ‘Hope' Johnson is innovating in affordable housing and learn to fast-track your success with advice from ten of our top guests of 2022!For full episode show notes visit: https://themichaelblank.com/podcasts/session350/
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
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/
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
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
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
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Jilliene Helman is the Founder and CEO of RealtyMogul, an online marketplace for investors to invest in institutional quality real estate. To date, investors have invested over $750 million, in over $4.1 billion of real estate on the RealtyMogul platform. Learn More About Jilliene Here: RM Technologies LLC.- https://www.realtymogul.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 15 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
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!
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!
We're sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Jilliene Helman—CEO and Founder of RealtyMogul—shares seven lessons she learned while managing her real estate business during the pandemic. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss
Today on The Women Investing Network Podcast, your host Sharon Lechter is joined by an incredible example of a success in real estate, Jilliene Helman. She's the founder and CEO of Realty Mogul, a digital platform for investors with thoroughly vetted commercial real estate opportunities with the potential to generate income and grow in value. Jilliene Helman has been featured as an expert on many different networks and Realty Mogul is ranked as one of the best one-stop-shops for real estate crowdfunding. Her mission to provide broader access to this asset class led her to be at the forefront of bringing real estate and crowdfunding together in the same space. Realty Mogul has invested over $750 million with its members in over $4 billion of real estate nationwide. One of their core values is to empower the investor and part of that empowerment is choice. Realty Mogul empowers investors to build the real estate portfolio that's right for them. Sharon reminds us that real estate investing is here to stay. The richest people in the world either made their money through real estate or hold their wealth in it, so there's no time like the present to start figuring out how you can add real estate to your portfolio! 0:00 Welcome Jilliene Helman from Realty Mogul 1:05 How Jilliene got started in real estate 2:33 The inception of Realty Mogul and how it has grown 4:14 The Jobs Act legislation opened up the crowdfunding concept 6:51 There are a variety of different investment opportunities RealtyMogul.com: multifamily, self storage, industrial, office and retail 8:10 How can we get involved? What kind of returns can we expect? 9:25 Realty Mogul empowers investors to build the real estate portfolio that's right for them 10:47 Real estate is one of the best investments because people always need a place to live Mentions RealtyMogul.com SharonLechter.com Jilliene Helman on LinkedIn: https://www.linkedin.com/in/jillienehelman The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars ever created were dumped into the economy last year??? This will be devastating to some and an opportunity to others, be sure you're on the right side of this massive wealth transfer. Learn from our experiences, maximize your ROI and avoid regrets. Watch, subscribe and comment on Jason's videos on his official YouTube channel: YouTube.com/c/JasonHartmanRealEstate/videos Free Mini-Book on Pandemic Investing: PandemicInvesting.com Jason's TV Clips: Vimeo.com/549444172 CYA Protect Your Assets, Save Taxes & Estate Planning: JasonHartman.com/Protect What do Jason's clients say?: JasonHartmanTestimonials.com Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: JasonHartman.com/Fund Call our Investment Counselors at: 1-800-HARTMAN (US) or visit JasonHartman.com Free white paper on the Hartman Comparison Index™ Guided Visualization for Investors: JasonHartman.com/visualization Jason's videos in his other sites: JasonHartman.com/Rumble JasonHartman.com/Bitchute JasonHartman.com/Odysee
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
“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
“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.
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.
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
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
Chris Aiello is the Co-founder and current board member of Six Peak Capital, a real estate private equity firm solely focused on developing environments that change the way we live, work, sleep, and interact with our world. He leads all Los Angeles Sourcing, Acquisitions, Underwriting, Capital Markets, and Development at Six Peak Capital. Chris is also the former Chief Financial Officer and Head of Real Estate Acquisitions & Investments at Pan Brothers Associates. On this episode of the Mogul Insights podcast, Chris Aiello and Jilliene Helman discuss the affordable turn-key flexible living solution of co-living and changing housing expectations for the post-pandemic world. Chris outlines why co-living is a great affordable housing option that allows renters to more readily support their career, lifestyle, and mobility. Chris also shares his insights on why investors should consider a co-living deal instead of traditional multifamily and how co-living deals are typically financed. "What's happened over the last five or so years is that technology has made it easier to lease and manage the co-living space." - Chris Aiello This week on The Reality Mogul Podcast: What co-living is, and when the concept got started What Six Peak Capital expects from their property managers, how they choose them and how they hold them accountable Chris's insights into the demand for co-living during COVID and how his company has managed to keep clients safe during the pandemic What happened with rent collections in the heart of COVID, how that compares to Class B workforce housing, and how they leveraged technology to streamline their processes Why co-living works so effectively in expensive markets like Los Angeles What Chris is looking for strategically when choosing a location for a purpose-built co-living development Where Chris sees the co-living concept in 10 years Connect with Chris Aiello: Six Peak Capital Website Chris Aiello on LinkedIn Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
John Sebree is the senior vice president and national director of Marcus & Millichap's Multi-Housing Division. He began his career as an agent with Marcus & Millichap and earned numerous awards, including eight National Achievement Awards, Top 20, and Chairman's Club designations. John's extensive background as a major multifamily specialist spans more than 20 years, and his primary focus is guiding the strategic expansion of the multifamily sales force by working closely with the firm's agents and developing relationships with clients. Today on the Mogul Insights podcast, John Sebree and Jilliene Helman discuss the data supporting John's opinion that multifamily has performed consistently and steadily over the past few months. He shares his insights into what's happening in multifamily real estate nationally and why some areas are becoming more attractive to investors while others drop in popularity. John also dives into the impact of rising rates on multifamily and whether he feels that we will see yield compression in the near future. “From a high level 30,000 foot view it's it's looking very positive going out over the next few years.” - John Sebree This week on The Reality Mogul Podcast: Broad brushstrokes of what John is seeing in the multifamily real estate industry Whether he thinks the fundamentals of multifamily will change dramatically in the next three to five years. Why it almost feels like there has not been a recession in the multifamily industry John's opinions on what is going to happen to cap rates How the possible federal minimum wage increase would impact multifamily The three central issues that John thinks will have repercussions on multifamily real estate in Spring 2021 What the data is telling John about tracking the young adult population and why real estate investors should be interested Connect with John Sebree: Marcus and Millichap Website John Sebree on LinkedIn Marcus and Millichap on Facebook Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
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
Jared Morgan has served as Senior Vice President, Head of Acquisitions at Four Springs Capital Trust in Maryland since August 2016. He supports the real state investment trust in acquiring and managing a diversified portfolio of single-tenant income-producing commercial properties. Jared has 27 years of real estate underwriting acquisitions and dispositions experience, with over 15 years of experience in the net lease sector. Jared was also the former Vice President of Acquisitions at Spirit Realty Capital, where he originated and acquired retail, industrial special use. In this episode of the Mogul Insights podcast, Jared Morgan shares the central principle he keeps in mind when making a retail sector purchase with Realty Mogul's CEO Jilliene Helman. He discusses terms and whether he currently favors long terms left on leases or whether he's willing to take the risk if there are only a few years left remaining on the lease term. Jared also shares some case studies of recent deals that he has bought and the key tenants of those deals from both a credit perspective and a real estate fundamentals perspective “You've got to always go back to real estate fundamentals. It's, you know, it's what we do with what we buy. It should be the first and the last metric you're looking at when you're making decisions.” - Jared Morgan This week on The Reality Mogul Podcast: What are the key factors that have driven people into the net lease sector, recently Why Jared favors playing close attention to the data and proxy metrics to inform investment decisions, particularly in the medical sector What the true fundamentals of real estate are, and why investors need to be keeping them at the forefront of their mind Whether Jared is investing in medical deals today and why Industrial sector deals right now where Jared can generate a risk-adjusted return that meets his thresholds Credits that Jared is explicitly avoiding at the moment and the kids of companies that he is wary of currently What's next in terms of deals that Jared has on the table and the geographies he's looking at Connect with Jared Morgan: Four Springs Capital Trust Website Jared Morgan on LinkedIn Four Springs Capital Trust on Facebook Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Blake Okland is Vice Chairman and Head of Multifamily Investment Sales for Newmark Knight Frank. His role is to increase collaboration and improve client services nationwide by identifying and executing strategic initiatives. He previously served as president of ARA Asset Management, led the company's governing body, the National Executive Committee, and is currently an Executive Committee member of the National Multifamily Housing Council (NMHC). Blake has also worked as an acquisitions and dispositions analyst with Archstone-Smith Communities Trust, where he was directly involved with transactions totaling $500 million. Today, Realty Mogul's CEO, Jilliene Helman, and Blake discuss what the US Multifamily trade expectations were prior to COVID-19 and how the pandemic impacted on those expectations. Blake shares what he is seeing in investments, which global investors continue to invest in the US, how the pandemic has altered the US multifamily market, and what is happening to global demand because of travel difficulties. Drawing on his experience of seeing Multifamily from many different angles, Blake also gives his opinion on whether now is the right time to sell Multifamily assets and discusses where you should put your money if you do decide to sell. “We've got a lot of headwinds that COVID-19 has created, we've have a ton of workarounds which are going to make this messy middle of the rest of 2020, 2021 and into 2022, for Multifamily a lot more manageable than any of us would have imagined.” - Blake Okland This week on The Reality Mogul Podcast: Blake's thoughts on distress in Multifamily housing and why we haven't been inundated with widespread COVID discounts Whether now a good time to be a net buyer, and why Another financial cycle this time reminds Blake of and his recommendations of how operators should navigate through it from an assets management point of view Why government intervention is affecting Multifamily - how should they underwrite the stimulus package drying up, and why the eviction moratorium is troubling Human, underwriting, and operational elements of why foreign investors decide to invest in the US and how current government regulations will affect that confidence What brokers are enjoying about the situation right now and the advancements that would come out of the pandemic How Newmark Knight Frank is evolving and developing to continue to be a successful brokerage in this downturn Newark Knight Frank's orientation to managing assets that will potentially be exposed to climate change problems Opportunity zones and why they're an added area of interest rather than a focus Connect with Blake Okland: Newmark Knight Frank Website Blake Okland on LinkedIn Newmark Knight Frank on Instagram Newmark Knight Frank on Facebook Newmark Knight Frank on Twitter Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Tyler Griffin is Senior Managing Director and Chief Operating Officer for the Mortgage Banking Business of ORIX Real Estate d/b/a Lument, a national leader in commercial real estate finance for investors in multifamily, affordable housing, seniors housing, and healthcare real estate. She is responsible for managing business operations across all loan platforms and overseeing transaction management and communications. Tyler also supports initiatives to integrate technology with current practices to facilitate production in these challenging times. Listen in as our CEO, Jilliene Helman, speaks with Tyler Griffin, and they dive into how COVID-19 continues to impact real estate deals that Fannie Mae and Freddie Mac, and the Federal Housing Administration (FHA) have made. They discuss what real estate investors can expect from Fannie and Freddie and the FHA after the upcoming election's uncertainties and over the next two years. Tyler also explains how Lument and other lenders are leveraging technology during COVID-19 to stay one step ahead of the game and make sure to get deals done. “Everyone wants the best properties and the best sponsors, and so as long as there is competition for sponsors and properties, there will be competition in the lending market as well.” - Tyler Griffin This week on The Reality Mogul Podcast: How large multi-family real estate has held up and how the stimulus contributed to that result Lument's Internal predictions on their debt servicing book and the trends that they are currently seeing What impact Fannie and Freddie's targets and quotas will have on rates into 2021 The disruption to the bridge market and where Lument see rates and leverage Geographies that Tyler is looking to avoid or augment and why How the election will impact rates and debt availability and why Tyler is looking back at 2016 for the answers Tyler's thoughts on what will happen to the stimulus after the election The impact of COVID-19 on the senior living asset class and the changes being made on the ground to stabilize it The eviction moratorium, whether Tyler expects it to be extended by the CDC, and whether she anticipates challenges being made to the policy Tyler's predictions for real estate over the next two years Connect with Tyler Griffin: Lument Real Estate Website Tyler Griffin on LinkedIn Lument Real Estate on Facebook Lument Real Estate on Twitter Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Ryan Davis serves as Chief Operating Officer at Witten Advisors and provides fact-based research, analysis, and discussion to inform investment decisions for multifamily development and help clients formulate their market strategies. After completing a Ph.D. in Economics from The University of Texas, Ryan joined Witten Advisors as a Senior Economist, having previously been Vice President of Royal Bank of Canada's Capital Markets and a Director at BMC Capital, a multifamily and commercial mortgage-banking firm. Ryan is in demand as a keynote speaker and currently serves as president the board of the DFW Association for Business Economics. Listen to Realty Mogul's CEO, Jilliene Helman, and Ryan Davis in conversation about the differences between concerns this year and last year for multi-family real estate investors and Ryan's thoughts on what lies ahead for the real estate industry in the 43 unique local markets Witten Advisors covers. Ryan discusses the macroeconomic picture and drills down into the markets that he believes will perform best through this cycle. Ryan also reveals his top strategic picks for markets in which to buy and hold for the long term taking into consideration job growth, rent growth, demographics, and rent control laws. “Housing will be a driver during this recovery so long as we have an active home-buying market and a home construction market.” - Ryan Davis This week on The Reality Mogul Podcast: If the worst is past, when do opportunities emerge? - Ryan's position on the current recession How housing supply is different now than in 2008/9 with particular reference to multi-family What Ryan anticipates will happen to property prices over the next few months Whether now the right time to make investments and when to expect positive net absorption Markets that Ryan thinks will thrive in the long and short term across the nation Why dense urban locations are not doing so well at the moment What Witten Advisors believes will happen to cap rates over the coming months When is the right time to buy apartments to take advantage of possible opportunities Connect with Ryan Davis: Witten Advisors Website Witten Advisors on LinkedIn Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Mr. Schwartz co-founded Waterton Associates, and as CEO, he works with the senior leadership team to set the strategic direction of the company and its investment programs, lead the Leadership Committee, Investment Committee, and assist the team in investments and fundraising. David is a member of the executive committee, a senior officer, and serves as Chairman of the National Multi-Housing Council (NMHC); he is also a member of the Urban Land Institute (ULI) and the Pension Real Estate Association (PREA). Before founding Waterton in 1995, David was vice president of acquisitions for Equity Residential Properties Trust (EQR-NYSE) and from 1985 to 1989 worked with AMLI Realty Co. Listen in as Realty Mogul's CEO, Jilliene Helman, and David Schwartz discuss what Waterton Associates are doing to stay connected to other team members during the COVID-19 quarantine and how they are managing to achieve the best possible outcomes regarding multi-family. He shares the latest news on how he's helping to shape politics through the NMHC, outlines the current initiatives they are working on, and how much of his role at the NMHC is around educating Congress on real estate concerns. David also discusses how this recession compares to previous ones and what can we learn from the past despite the lack of a playbook for the current times “2022 is going to be a robust recovery - get through to 2022 because there is going to be a pretty strong U shape recovery when this pandemic is over.” - David Schwartz This week on The Reality Mogul Podcast: David's professional mentors and how he got started in the real estate business The Waterton way and how it shapes company culture Why David prioritizes giving back to the community via his company How the COVID-19 pandemic impacts on the real estate industry How the Cares Act functions as a critical facet to keeping people in their homes The availability of emergency rent relief vouchers and whether David thinks we will see them extended in the next stimulus package The eviction moratorium and David's predictions on the possibility of an extension at a federal level David's opinion on the best way to prevent mass evictions and how the proposed alternatives would work Predictions on how the economic recovery will play out What's next for David personally and professionally Connect with David Schwartz: Waterton Associates website David Schwartz on LinkedIn Waterton Associates on Facebook Waterton Associates on Instagram Waterton Associates on Twitter Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Diane Batayeh is the Chief Executive Officer of Village Green Holding LLC, and plays a pivotal role in the development and implementation of their business plans and strategic initiatives. She is an example of Village Green's "Promotion from Within" philosophy joining Village Green Holding in 1980, as a part-time sales consultant before eventually becoming the Chief Operating Officer and a Board Member in 2011, then President/COO, and ultimately Chief Executive Officer in 2017. Diane and Village Green firmly believe in the upward spiral of good fortune and are proud to support various charitable causes, including Ronald McDonald House Charities and the Live Like Roo Foundation. Listen in as Realty Mogul's CEO, Jilliene Helman, and Diane Batayeh discuss the value of working in and having an intimate understanding of all facets of a business and why Diane spent her whole career as one company. They consider the best practices in property management in the current climate and whether owner-operators are more reliable and effective than third party operators in getting problems resolved. Diane also shares a little about her role on the NMHC Executive Board's Executive Committee and gives us a macro perspective on what she anticipates the coming months holding for real estate. “Get comfortable being uncomfortable. You never know where life will take you.” - Diane Batayeh This week on The Reality Mogul Podcast: ● What led Diane into becoming a part-time leasing agent for Village Green Holding ● How she is keeping her employees motivated and focused both in regular times and in these challenging times ● Why she is an advocate for servant leadership ● The biggest mistakes property managers make and how to overcome them ● The crucial 4 Ps and how to use them to manage well ● Evolution of Village Green Holdings and why they value the family feel of the business ● The impact of the property manager on the collections rate ● Ways Village Green Holding have they changed their practices in light of COVID-19 ● The impact of technology and virtual leasing on their business and how they have protected their online security ● How underwriting has changed over the last six months ● How Village Green Holdings are managing bad debt in different asset classes Connect with Diane Batayeh: Village Green Holdings website Diane Batayeh on LinkedIn Village Green Holdings on Facebook Village Green Holdings on Instagram Village Green Holdings on Twitter Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Burl East is the CEO of American Assets Capital Advisers, and his career spans over 30 years on Wall Street as a Managing Director and as an NASD Broker-Dealer member-owner. He serves on the Board of Advisors of Comunidad Realty Partners, a real estate investment firm specializing in multifamily apartment communities. Burl has also served on the Leadership Council at USC‘s Lusk Center for Real Estate and the Board of Directors of Excel Trust Inc, is in demand as a speaker at international real estate industry events and as a contributor for highly regarded financial publications such as Barron's. Listen in as Realty Mogul's CEO, Jilliene Helman, and Burl East discuss the state of market volatility in the wake of the COVID-19 pandemic. Burl shares his thoughts on which assets could make a strong recovery and how private real estate investors can best position themselves to take advantage of current market conditions. Burl also gives listeners the benefit of his considerable experience in real estate investment and shares exactly why you shouldn't let valuation dominate your investing strategy and how to be intentional with your portfolio. “Favor quality over price.” - Burl East This week on The Reality Mogul Podcast: Burl's experience of Black Monday 1987 and the valuable lessons he learned Where Burl sees value opportunities today The three worst sectors to buy into in this climate The bright spots in retail in public companies Burl's thoughts on the Simon Property Group and Taubman Properties deal The best performing sectors currently What to do if you already own in the worst sectors? To sell or not to sell Horizontal markets and why Burl thinks they'll be part of a structural seachange How American Assets Capital Advisors intentionally designed their portfolio Apartments and investing and why rent control has changed the landscape of investing Burl's thoughts on which direction cap rates are moving Connect with Burl East: American Assets Capital Advisors website Burl East on LinkedIn American Assets Capital Advisors on Facebook Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Peter Linneman is a multi-award-winning economist who combines practical business insight and academic excellence has won him accolades, such as PREA's prestigious Graaskamp Award for Real Estate Research, and Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award. He founded Linneman Associates, a leading real estate advisory firm, and currently serves as CEO of American Land Fund and CEO of KL Realty and has advised leading corporations and sat on numerous public and private boards. Peter's academic career centered around The University of Chicago and the Wharton School of Business at the University of Pennsylvania, his book Real Estate Finance and Investments: Risks and Opportunities in now on it's fourth edition, and he still distributes the Linneman Letter report. In this episode, Realty Mogul's CEO, Jilliene Helman, and Dr. Peter Linneman compare this economic slowdown and the recession of 2008/09. Peter gives his opinion from the economist's perspective on whether the cure has proved worse than the disease and the reasoning behind his thoughts. He also shares his tips on working out when it's time to jump back into the market, how to create your own barometer, and what unusual data sets you can leverage to be successful in real estate investing. "Treading water is very different to making progress and swimming forward. Holding a business together remotely is do-able, building a business remotely is pretty close to impossible." - Dr. Peter Linneman This week on The Reality Mogul Podcast: Peter's thoughts on adaptations we have to make regarding COVID-19 Peter's predictions for when we are going to come out of the recession How the virus will impact unemployment in the short and long term What the adjusted unemployment percentage is likely to look like by the end of 2021 The efficacy of models in predicting the shape of the recovery Thoughts on the stimulus and its political impact The rate of Inflation and the impact on real estate Whether this is the start of the great de-organization? What impact does the remote working trend have on the realty market Connect with Peter Linneman: Linneman Associates website Linneman Associates on Facebook Peter Linneman on LinkedIn Peter Linneman on Twitter Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Andrew Rybcyzynski, Managing Consultant at CoStar, provides analysis and ideas to help place capital for high-value clients, including pension funds, private equity, and developers pursuing investments in commercial real estate. He leads the multifamily team in researching paths for investment using spatial analytics through ArcGIS and Python to determine geographic relationships between target properties and their surroundings. Andrew also researches and writes on real estate trends and has contributed articles to the Journal of Portfolio Management and CoStar's Real Estate Portfolio Strategist and provides data to publications including The Wall Street Journal, The New York Times, and National Real Estate Investor. Listen in to Realty Mogul's CEO, Jilliene Helman, and Andrew Rybcyzynski discuss markets that will perform well despite COVID-19 according to the data, and Andrew's thoughts on some specific cities and their long and short term futures in terms of CRE. Andrew shares the intricacies of his work on population growth and draws some conclusions on how this recession may differ from the recession of 2008. They also drill down into when Andrew anticipates distress coming to the market, and he gives his pick of short term and long term buoyant markets, including his number one positive choice. "Remote working is a trend going forward, but we're not predicting that offices will be completely unused - we expect that workers will still be tied to their geographical location in some way." - Andrew Rybcyzynski This week on The Reality Mogul Podcast: Andrew's perspective on the recession and how it affects community real estate The new pattern of remote flexibility and why he believes that the office is not dead The markets that Andrews is most concerned about right now How an increase in property tax affects supply and demand Andrew's take on the data that shows online searches for rental property and what the statistics say about whether those searches are coming from within outside the metro and how that data compares to last year The best performing secondary and tertiary markets Southern growth markets and the short term problems in tourist areas The forecast for student accommodation countrywide The effect of the federal stimulus on the markets Connect with Andrew Rybcyzynski: CoStar website Andrew Rybcyzynski on LinkedIn CoStar on Facebook CoStar on Instagram CoStar on Twitter Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Manus Clancy, Senior Managing Director at Trepp, spearheads the development of Commercial mortgage-backed securities (CMBS) research and commentary at the company. He established Trepp as a pioneer in offering critical information for the daily workflow of the CMBS and Commercial Real Estate (CRE) finance industries, and his expertise has won Trepp a reputation of dependability that stretches all the way up to the US Federal Reserve. Manus has served on the US and UK Investor Reporting Package Committees of the Commercial Mortgage Securities Association and is often quoted on financial matters in the Wall Street Journal and New York Times in addition to his articles written for The Handbook of Commercial Mortgage Backed Securities and Whole Loan CMOS. Listen to the conversation between Realty Mogul's CEO, Jilliene Helman, and Manus Clancy that focuses on where the opportunities will lie in this unusual climate and on understanding what distress looks like in the CRE markets. Manus shares his thoughts on where the CRE hotspots lie and how they perform in relation to non-hotspots and when he sees the tipping point into distress happening. They also discuss the changing patterns of household formation and the impact of COVID-19 on lease renewal that Trepp sees in their current research. “Markets that have done well attracting tech companies will continue to survive; they continue to gobble up space in epic proportion, not only for office but for multi family and retail.” - Manus Clancy This week on The Reality Mogul Podcast: The effect of the federal stimulus on rents Which multi-family markets Manus is optimistic and pessimistic about Effect of remote working on multi-family markets Data and news from the retail markets What the numbers look like in the hospitality sector Asset classes poised to do well that Manus is excited about and why Manus' observations on the commercial CRE collateralized loan obligation market The CNBS market - how the markets works and what Manus is seeing currently Manus' predictions for the economy going forward Connect with Manus Clancy: Trepp website Manus Clancy on LinkedIn Trepp on Facebook Trepp on Twitter Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Ethan Penner is a founder of Mosaic Real Estate Investors and its Managing Partner and is credited as the creator of the Commercial Mortgage-Backed Securities (CMS) market. He was named among the U.S. Real Estate Industry's 100 icons of the 20th century, and the Real Estate Forum recognized him as one of the Real Estate Industry's 65 living legends in their 65th-anniversary issue. Ethan is also an adjunct professor at Graziadio School of Business at Pepperdine University and is passionate about educating people on the intricacies of real estate investing through his weekly blog and articles in publications including the Wall Street Journal, the Wharton Real Estate Review, and the Institutional Real Estate Investor. Listen in as our CEO, Jilliene Helman, discusses with Ethan Penner the current challenging climate and why he remains is optimistic about real estate investment opportunities during and after the Covid-19 pandemic. Ethan shares his perspective on what we can expect to see in Commercial Real Estate (CRE) in the future and offers his advice on the possible courses of action for real estate investors. He also discusses how the global health calamity has brought out the compassionate side of human nature in contrast to the crisis of 2007/8, why people are kinder and gentler in the face of the human suffering going on. “Real estate in America, despite the crisis, will continue to be the favored investment for the world.” - Ethan Penner This week on The Reality Mogul Podcast: The gulf between Wall Street and Main Street and why it happened Why Ethan was inspired to create the CMBS market and what he sees as its advantages and flaws The problems of not being able to see and understand what is happening with your investments What the strategy should be for borrowers who are struggling The relationship between the lender and the borrower and why it is vital to embrace the concept of fluidity How Covid-19 has created opportunities for real estate investors in the public markets Ethan's take on whether we will see negative rates in the near future and what that means Why it is critical not to lose purchasing power Connect with Ethan Penner: Mosaic Real Estate Partners Website Mosaic Real Estate on Facebook Mosaic Real Estate on Instagram Mosaic Real Estate on Twitter Ethan Penner Blog Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Antonio Marquez is the Principal and Managing Partner of Comunidad Realty Partners, a real estate investment firm specializing in workforce housing communities in culturally diverse neighborhoods. Antonio has over 20 years of experience in companies that serve the Hispanic marketplace and focuses on urban real estate and affordable housing. Antonio graduated from California Polytechnic – San Luis Obispo then completed the Stan Ross Program in Real Estate at the University of Southern California's Lusk Center for Real Estate. Michael Brennan is a Co-Founder, Chairman, and Managing Principal of Brennan Investment Group. He began his industrial real estate career in 1984 as an Investment Specialist with CB Commercial and since then has orchestrated more than $14 billion in industrial real estate transactions in the course of his career. Michael currently acts as Executive Director of the University of Wisconsin's James A. Graaskamp Center for Real Estate in addition to appearing as an industry expert CNBC, CNNfn, and Bloomberg Television. Listen in as our CEO, Jilliene Helman, converses with Antonio and Michael about the strategies for responding to the ongoing Covid-19 pandemic. These two industry experts share their experiences and opinions of how the health crisis is affecting residential and commercial real estate and the programs they have in place to manage current issues on the ground. The conversation also turns to how Comunidad Realty and Brennan Investments are dealing with the constantly evolving legislation and how both companies see their sectors being affected by the pandemic through the remainder of 2020. “By no means has transactional activity come to a halt - banks are stronger than they've ever been and are now so strong they could withstand losses equal to that of the Great Depression and still make it.” - Michael Brenner This week on The Reality Mogul Podcast: How Comunidad Partners are formulating a holistic rent relief planning strategy How to put in place measures around expense containment in the multi-family sector Comunidad Realty's nonprofit scheme and how they are working to support residents through the crisis Preparation to manage rent relief for tenants and management How Brennan Investment Group is weathering the storm of the pandemic How Michael's company is looking after their workforce and the ways they are supporting remote working Real estate investment activity in the first half of 2020 and why Michael is still cautious The Care Act and the contrast between residential and commercial tenants' rights and responsibilities The state of new loans in housing finance with Fanny Mae and Freddie Mac and with private lenders Connect with Antonio Marquez: Comunidad Real Estate Partners Website Comunidad Real Estate on Instagram Comunidad Real Estate on Twitter Connect with Michael Brenner: Brennan Investment Group Website Brennan Investment Group on Facebook Brennan Investment Group on Instagram Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Jeremy Roll has been a full-time passive cash flow investor since 2007, and as Founder and President of Roll Investment Group, he currently manages over 1,000 investors seeking opportunities in real estate and business asset investment. He has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes), and has been an Advisor here at Realty Mogul since we launched in 2012. Jeremy is also one of the co-founders of For Investors By Investors (FIBI), a non-profit organization that allows real estate investors to meet and network with the rule of ‘no sales pitches' as its core foundation. Jeremy is also a sought after speaker at conferences and seminars and enjoys discussing passive cash flow investing, commercial and residential real estate investing, and the economy at events and on podcasts. Listen, as Jeremy shares his thoughts with Realty Mogul CEO, Jilliene Helman, on the current climate for commercial real estate investors and how he sees the investment landscape over the coming months. He discusses the relationship between the upcoming election and the economy and why it is vital to delve deeper behind the headlines to understand the intricacies of the shape that a downturn is likely to take. Jeremy also gives his predictions on current investment opportunities and responds to a request to advice for anyone coming into the working world with pointers on where in the world of real estate investment they should focus. “Debt is what really kills people in the downturn.” - Jeremy Roll This week on The Reality Mogul Podcast: What Jeremy sees in the current economy and how he is staying objective How the lack of a vaccine impacts on the financial situation in the USA How the oil markets impact on CRE investing and debt Whether Jeremy feels that corporate debt is a real threat to the economy Why the stock market looks as strong today as it did in 2019 What Jeremy thinks will happen to Interest rates in the US and his opinion on negative interest rates Jeremy's recommendations on what investors and partners operators and sponsors should do in all asset classes for the next few months Distressed debt and current investment opportunities How to invest for stability and recurring income Connect with Jeremy Roll: Jeremy Roll on LinkedIn Jeremy Roll on Instagram Jeremy Roll on Twitter Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Warren has been an active commercial real estate investor for the past 25 years in addition to his extensive experience a CPA. He is the co-founder of JRW Investments, Inc. and a managing member of ExchangeRight Real Estate, LLC where he focuses on empowering people to be independent by providing income funds and 1031-exchangeable investments that target secure capital and stable income. Warren has a B.S. in Business from Biola University and later earned a Master's degree in Taxation from Golden Gate University. Listen in to the discussion between RealtyMogul's CEO, Jilliene Helman, and Warren Thomas, Managing Partner of ExchangeRight where we talk about the current and future state of retail/NNN investing. Warren shares his thoughts on the current state of the economy and his biggest concerns going forward and details the investment criteria that ExchangerRight apply and the reasoning behind them. He also details the 1031 exchange extension rules and recent changes to their structure and discusses the effect of the upcoming election on 1031 exchanges and investments. “In the triple net and double net world its all about the credit quality and the nature of the tenants business.” - Jeremy Roll This week on The Reality Mogul Podcast: The type of tenants that ExchangeRight have and how COVID-19 has effected rental payments How best to manage a 2 to 3 month lag in your business Warren's biggest concern about the economy going forward Where to invest for future opportunities What defines an essential business and why that's important for investors How Investment ratings are categorized and what different categories mean to the default rate The future for online commerce and NNN post-COVID-19 Why Warren is cautiously optimistic and what shape he sees the recovery taking Warren's policy for clients who have asked for rent relief Which way he sees interest rates and cap rates moving Connect with Warren Thomas: ExchangeRight website Warren Thomas on LinkedIn ExchangeRight on Facebook ExchangeRight on Twitter Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Scott has over 25 years of experience in commercial real estate investment, focusing on multi-housing investment sales and realizing over $2 billion in transactions during that time. Scott is a managing director in the San Francisco office of Jones Lang Lasalle (JLL), having joined from HFF, and is responsible for institutional-grade investment advisory for multi-housing assets across the western United States. Previously the Owner and President of commercial brokerage firm Atlas IREG which offered strategic financial services to multi-housing investment and development companies, Scott is a member of professional organizations, NAREIT and ICSC, and got his degree from the University of Colorado at Boulder. Listen in to Realty Mogul's CEO, Jilliene Helman, and Scott Bales as they discuss the information from JLL's database on May 2020's residential collections and why they offer a unique perspective on the impact of COVID-19. Scott shares his insights on developments in the debt and equity markets and identifies some specific markets that have been hit harder than others. We also discuss international companies' approach to ensuring tenants are happy and healthy, moving forward, and how and why investments are being affected by politics and the upcoming election. “Democrat or Republican I think the diminution of uncertainty would be beneficial to the market.” - Scott Bales This week on The Reality Mogul Podcast: How and why JLL is judging the time frames for returning to normalcy region by region Impacts on various industries An update of the steps JLL clients are taking at the moment and why The damage done to the markets over the past few months and what the new normal might look like The forward outlook over 6-12 months for leasing and capital markets Multi-family assets collection data in May as compared to previous months The impact of the implosion of Airbnb rentals on the long term rental market What design changes in multi-family units Scott expects to come out of the pandemic Scott gives his tips on which markets to invest in or avoid in the coming months. Whether JLL is seeing distress in the retail and hospitality sectors Scott's thoughts on where interest rates are going to go and what the recovery will look like Connect with Scott Bales: Jones Lang Lasalle Scott Bales on LinkedIn Jones Lang Lasalle on Facebook Jones Lang Lasalle on Twitter Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
Vicky Schiff is a Founder and Managing Partner of MREC Management and is also the functional Chief Operating Officer of Mosaic Realty. She is an entrepreneur who has co-founded five companies since 1996, including real estate investment, a boutique investment banking firm, and Oro Capital Advisors which focuses on investors interested in acquiring commercial real estate debt and distressed assets across the USA. Vicky also has served on not for profit Advisory Boards such as the Robert Toigo Foundation and the USC Lusk Center of Real Estate and is committed to supporting women and minority emerging real estate firms throughout the US Listen in as Realty Mogul's CEO, Jilliene Helman, and Vicky Schiff deep dive into the intricacies of the current economic landscape and where they see investment opportunities over the coming months. Vicky shares what she has learned over the course of her career and what the last series of downturns taught her about trusting the data and doing her homework. Vicky also gives practical advice on how long a foreclosure generally takes and how Mosaic mitigates the risk of a longer timeline and goes on to share how long it will be until distressed transactions hit the market and her thoughts on how investors should time their action. “Doing your due diligence and knowing what questions to ask are the most important things - it's all about protecting the capital you've been entrusted with.” - Vicky Schiff This week on The Reality Mogul Podcast: An overview of economic drivers in the current climate Vicky's opinion on whether it's a good time to get back into the market Where Vicky sees opportunity today How Mosaic is making plans for the future The asset classes and target areas that make good opportunities The practical process of buying distressed loans The three most critical things to underwrite in good times and bad The rate of return Mosaic looks for when taking on a distressed fund. How Vicky thinks cap rates will adjust between now and 2022 Markets she is interested in and avoiding because of COVID-19 Connect with Vicky Schiff: Mosaic Real Estate Vicky Schiff on LinkedIn Mosaic Real Estate on Facebook Mosaic Real Estate on Instagram Mosaic Real Estate on Twitter Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter
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
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.
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. ***
Hey everyone, today I share the mic with Jilliene Helman, CEO of Realty Mogul who was included in Forbes’ 30 Under 30 list in 2015. Tune in to hear Jilliene share how the JOBS Act inspired her to take the leap from her bank job to starting her own online investing company, her struggles of being a CEO, how she got their first 1,000 customers through Angel pitch competitions, and why she does a micronutrient test once every quarter. Click here for show notes and transcript. Leave Some Feedback: What should I talk about next? Who should I interview? Please let me know on Twitter or in the comments below. Did you enjoy this episode? If so, leave a short review here. Subscribe to Growth Everywhere on iTunes. Get the non-iTunes RSS feed Connect With Eric Siu: Growth Everywhere Single Grain Twitter @ericosiu
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!
Bulletproof Cashflow: Multifamily & Apartment Investing for Financial Freedom
Jilliene Helman is the founder and CEO of RealtyMogul, a crowdfunding platform for real estate that allows investors to pool money online and buy shares of pre-vetted real estate investments. Throughout her career, she has underwritten over $3 billion of real estate ranging from retail, multifamily, office, residential, mobile home parks, and self-storage. Previously, she was a Vice President at Union Bank and ran large sales teams that coordinated the efforts of registered investment advisors, lenders, trust advisors, and wealth planners.
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. ***
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.
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
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
Offering products to retail investors is something a lot of online platforms have struggled with as they look for diverse funding sources; the panel at LendIt USA 2017 entitled: New Models of Raising Debt and Equity Funding: eREITs & More with Kendall Davis of Fundrise, Jilliene Helman of RealtyMogul.com and moderator Mesh Lakhani of Mark 2 Capital discussed one of these retail options; panelists focused on how they source deals, inbound versus outbound sales teams, and how you must learn to be selective when looking at dealflow; the eREIT is a good portfolio addition for investors, it is long term and lacks volatility; panelists also discussed their thoughts on the new Trump administration and future innovative ideas for their platforms.
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 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!
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!
Today's guest is Jilliene Helman, CEO of Realtymogul.com, with an incredible interview discussing the opportunities offered by the company she founded in the crowdfunding space. We dig into the difference between debt and equity opportunities in crowdfunding, the risks involved, rates of return for investors interested in crowdfunding, and how to work with her firm as a passive real estate investor. Quote of the day, “Be fearful when others are greedy.”—Warren Buffett. An episode for both experienced and newbie investors don't want to miss!!!
Jillien Helman, co-founder and CEO of RealtyMogul.com, discusses apartment investment trends and explains how her company matches investors to properties.
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.
August 5, 2015 RealtyMogul.coms Jilliene Helman & LinkedIn B2B Lead Generator Cory Michael Sanchez
Platforms Shifting from Retail to Institutional Investors with Chris Ganan, Co-Founder & President of AssetAvenue; William Skelley, Founder, Chairman & CEO of iFunding; James Herbert, Co-Founder & President of LendingHome; Dan Miller, Co-Founder & President of Fundrise; Jilliene Helman, Founder & CEO of RealtyMogul; and moderator Ethan Penner, Professor at USC Marshall School of Business.
Presentation: The Future of Real Estate Investing by Jilliene Helman, Founder & CEO of Realty Mogul. Jilliene Helman was categorical about how technology will massively disrupt everything we know about real estate investing. She is frustrated that many other CEO's do not share her predictions. She sees collaborative consumption as a major issue for real estate and used Uber as an example relating to the falling cost of parking. In addition, online retail could decimate the retail real estate market, but will also lead to very exciting opportunities in industrial real estate, especially in large warehouse spaces required to service delivery. In addition, bank branches are likely to close as more Millennials now trust Google Wallet over Bank of America.
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
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.
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
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 […] The post Podcast 18: Jilliene Helman of Realty Mogul on Real Estate Investing appeared first on Lend Academy.
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 […] The post Podcast 18: Jilliene Helman of Realty Mogul on Real Estate Investing appeared first on Lend Academy.
Crowdfunding is changing the way many people invest. Real estate crowdfunding, in particular, has seen massive interest as investors now have the opportunity to invest in some of the top properties in the world, alongside top institutional investors -- all from their laptops or tablet computers. Jilliene Helman is the co-founder and CEO of Realty Mogul, one of the leaders in the real estate crowdfunding sector and she joins me on the Tradestreaming Podcast to talk about how investors are using her platform to invest in cash flows and hard assets. ***Thanks for joining us on Tradestreaming Radio -- I'm very grateful for your time. It's awesome learning about these new tools and technologies together. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.****
May 14, 2014 - Read the Forbes article and watch the interview here: http://onforb.es/1jETx8D. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. While tech entrepreneurship continues to be dominated by men (see Cheryl Snapp Conner’s piece), women appear to be playing a larger role in the crowdfunding ecosystem. Note that Sally Outlaw, included in this article, is one of my clients. There is a growing list of influential women leading the crowdfunding industry. Sara Hanks, CEO of CrowdCheck, Jilliene Helman, CEO of Realty Mogul, Jenny Kassan, CEO of Cutting Edge Capital, Lesley Mansford, CEO of Razoo, Sally Outlaw, CEO of Peerbackers, Danae Ringelmann, Co-founder of Indiegogo, Joy Schoffler, CEO of Leverage PR, and Joanna Schwartz, CEO of EarlyShares will all join me for a live discussion about the crowdfunding industry.
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.
Jilliene Helman is the CEO of Realty Mogul. She was the 2013 Crowdfunding CEO of the Year and was also named one of the 100 Most Influential Real Estate Leaders in 2013. Realty Mogul was named one of the Top Startups in the Country for 2013. Helman discusses the kind of properties Realty Mogul allows investors to buy through crowdfunding, which she thinks will disrupt the real estate industry. She believes Title III and the SEC will affect the future of this business. Helman also explains how Realty Mogul is different from other real estate crowdfunding platforms. Helman is only 26-years-old. She talks about how she got into real estate entrepreneurship. Visit Realty Mogul at www.realtymogul.com.
We’ve got a couple of interviews on emerging technology this week. First, Jilliene Helman the CEO of RealtyMogul talks about moving real estate investing into the cloud. RealtyMogul is a marketplace for accredited investors to pool money online and buy shares of pre-vetted investment properties. Then Michael Sheehan (@hightechdad), one of our favorite recurring guests, gives his thoughts on new tech gadgets - health monitors, high-tech cars, and home automation.
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