Podcasts about preferred equity

In this episode, Christian interviews Paul Monsen, a seasoned expert in commercial real estate investing. Paul shares his journey from a small farm in Wisconsin to becoming a key player in the co-GP and preferred equity space. He discusses his first deal, the importance of understanding co-GP and preferred equity, and why he focuses on deals in the $1 million to $20 million range. Paul also provides insights into navigating rising interest rates, market predictions, and the significance of long-term thinking in real estate investing. He emphasizes the importance of building trust and relationships with potential investors and encourages open communication and education in the investment process.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this special “Coaching Call” Jake Wurzak goes solo to share everything he's learned from over a decade of raising capital in real estate. Drawing on personal experience—from his first $7 million deal with no clear path to funding, to building DoveHill into a hospitality investment platform—Jake walks through the real, unfiltered playbook for getting deals financed. This episode is packed with insights on how to approach high-net-worth individuals, build trust with investors, and create compelling deal collateral that actually converts. Jake also breaks down how he structures investor communications, designs pitch decks and memos, leverages tools like Juniper Square, and uses short personalized videos to bring deals to life. It's the same method he's using today to raise preferred equity for a current hotel redevelopment project in Savannah, Georgia. Key lessons include: - Why raising money for a single deal is easier than launching a fund - The importance of being honest, conservative, and clear with investors - How to use storytelling, design, and delivery to drive commitments - Tips for building investor databases, managing follow-ups, and closing deals - Real talk on sharing upside, walking away from bad capital, and learning through failure Whether you're about to raise your first $1 million or scaling to institutional capital, this behind-the-scenes coaching call gives you a candid, detailed roadmap for how to actually get it done. Connect & Invest with Jake: Follow Jake on X: https://x.com/JWurzak 1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo Topics: (00:00:00) - Intro (00:00:38) - More on DoveHill (00:05:05) - Jake's First Deal and Lessons Learned (00:08:57) - Raising Capital: Strategies and Tips (00:14:44) - Creating Effective Investment Memos (00:16:59) - Designing Investment Decks (00:35:26) - Engaging Investors with Video Pitches (00:40:21) - Investor Intake Process (00:44:01) - Negotiation Tips (00:45:09) - Q&A: Meeting Potential Investors (00:48:59) - Q&A: Handling Design and Pre-Development Costs (00:53:06) - Q&A: Capital Structure and Investor Profiles (00:56:22) - Q&A: Overcoming Appraisal Challenges (00:59:28) - Q&A: Partnering in New Markets (01:02:06) - Q&A: Preferred Equity and Fund Structures (01:17:58) - Q&A: Subscription Process and Investor Relations (01:22:27) - Unexpected Investor Stories

What does it take to raise $25 million and be involved in over $400 million worth of assets - all in just four years? In this episode, we sit down with Kevin Chow, managing partner of Column Capital, who has mastered the art of capital raising and high-stakes investing. Kevin shares his journey from luxury sales to private banking, revealing the strategies that helped him build strong investor relationships, leverage LinkedIn for deal flow, and dominate the preferred equity space. Whether you're an investor looking for safer, high-yield opportunities or an entrepreneur eager to scale your capital-raising game, this episode is packed with insights you can't afford to miss. Key Takeaways to Listen For:Build Trust Through Professionalism – Raising capital starts with credibility. Kevin emphasizes the importance of having a professional online presence, including a company domain, polished LinkedIn profile, and an established brand to attract high-net-worth investors.Leverage Warm Connections for Investor Outreach – Instead of solely relying on friends and family, Kevin found success by reaching out to past clients and professional contacts who already trusted him. Identifying shared backgrounds, such as alumni networks, can make introductions more effective.Preferred Equity as a Safer Investment Strategy – Unlike common equity, preferred equity provides a more secure position in the capital stack, offering predictable cash flow and reduced downside risk. Kevin highlights why this structure has become his go-to strategy in a high-interest-rate environment.Master LinkedIn for Capital Raising – LinkedIn is a powerful tool for investor prospecting. Kevin shares how he systematized outreach with virtual assistants and personalized messages to create a steady pipeline of accredited investors.Vetting Sponsors Is Key to Long-Term Success – The quality of a deal is only as good as the sponsor behind it. Kevin stresses the importance of partnering with sponsors who prioritize integrity, transparency, and strong communication with capital raisers.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

This episode is a deep dive into Preferred Equity with audience Q&A. Enjoy!Connect & Invest with Jake:Follow Jake on TwitterTake the Hospitality Investing MasterclassLearn How to Invest with DoveHillTopics:(00:00:00) - Intro(00:02:32) - Introducing preferred equity(00:06:15) - Preferred equity and returns(00:13:03) - Last Dollar Basis(00:15:55) - Basic structures of preferred equity(00:19:30) - Control and rights(00:20:50) - Non-subordination(00:23:50) - Preferred Equity doesn't need to be paid current(00:25:05) - Pitfalls(00:27:49) - Terms(00:30:38) - Why Preferred Equity is Better than Private Credit(00:33:11) - Deal sizes for Preferred Equity(00:39:20) - Common objections(00:41:35) - Q&A

Are you ready to learn how to make smart investment decisions in today's challenging real estate market? In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt speaks with Darin Davis, the principal at Club Capital, about navigating the complexities of real estate investing. Darin shares his journey from working in tech sales to becoming a successful investor, providing insights into preferred equity and how it can be a strategic option for new and seasoned investors. He discusses the importance of understanding market data, avoiding emotional investment decisions, and seizing upcoming opportunities in the multifamily sector. Key Takeaways:

Hi This is Brad Weisman - Click Here to Send Me a Text MessageUnlock the secrets of real estate investing with Darin Davis, the brilliant founder of Club Capital. Discover how Darin transitioned from managing single-family rental homes to becoming a syndication expert, making high-stakes investing accessible even for beginners. Learn what terms like Preferred Equity and Common Equity mean and how you can start small, raise funds incrementally, and gain invaluable insights from mentors. Darin's real-world examples and practical advice will inspire you to take your first steps into the world of real estate with confidence.Stay ahead of the curve as we discuss the big picture of commercial real estate trends, including the challenges developers face with maturing construction loans and climbing interest rates. With $600 billion in multifamily debt maturing soon, find out how positioning yourself with rescue capital can turn these challenges into opportunities. We also delve into alternative investment strategies like Preferred Equity, which offers higher returns and prioritized payouts. Explore the potential for repurposing commercial spaces into residential units, especially in areas with older infrastructure. Don't miss this chance to glean expert strategies and actionable tips for navigating the ever-changing real estate landscape. #bradweisman #preferredequity #DarinDavis #commonequity #tbws2024 #thebradweismanshow"This is such an eye opening episode into the world of real estate investing on a whole different level.  Darin explains the differences between Common Equity and Preferred Equity, and that you don't need to be a millionaire to invest in multi million dollar properties.  Get in on a piece of the action for a fraction of the costs that you think.  Don't miss it!" - Brad Weisman ---Welcome to The Brad Weisman Show (formerly known as Real Estate and YOU), where we dive into the world of real estate, real life, and everything in between with your host, Brad Weisman!

Chasing knowledge, not money, is the guiding principle discussed in this episode of The Richer Geek Podcast. Joining us today is Darin Davis, co-founder of Club Capital, to discuss the critical role of preferred equity in today's real estate market. With over 20 years of experience, Darin shares his journey from traditional employment to becoming a successful real estate investor. Tune in to learn how Darin utilizes preferred equity to support developers and secure safe, profitable investments, ensuring sustainable growth even during volatile market conditions In this episode, we're discussing... Mindset Shift: Darin Davis emphasizes the importance of shifting from a paycheck mentality to focusing on financial independence and asset control. The Power of Mentorship: Davis shares how invaluable mentorship and learning opportunities are, sometimes more valuable than immediate financial gains. Raising Capital: Learn about the pivotal role of raising capital in real estate and how leveraging others' money can accelerate your success. Navigating Market Shifts: Insight into how to adapt and thrive through major market changes, particularly in the real estate sector. Strategic Partnerships: Davis highlights the importance of choosing the right development partners and staying focused on your market. Preferred Equity Investments: Explore how preferred equity can provide investors with safer, cash-flowing, short-term opportunities in volatile markets.   Resources from Darin LinkedIn | Club Capital  Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

If you've been reading our stuff for the past year or so, you know we're bullish on preferred equity. And we believe there is a short window of opportunity to achieve this asymmetric risk/return opportunity.  Investors are asking a lot of questions about preferred equity, so we thought you might be interested in some details on the most recent preferred equity opportunity our fund invested in.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Why listen to our interview with Darin Davis:He is an industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP.He is an active managing partner at Presario Ventures and recently founded Club Capital further to address investor requirements for capital growth and cash flow.Darin has a foundational commitment to learning and firmly believes you will grow and prevail with education and execution.and more see below

Welcome to the Wealth Architect podcast with your host, Mark Yegge, wealth architect and lifestyle investor. In this episode, Mark sits down with Darin Davis, an industry leader and real estate entrepreneur, to discuss the current state and future of real estate investing. Darin, the founder of Club Capital, brings over two decades of expertise, guiding investors through market shifts to achieve exceptional returns. He also launched the Never Quit initiative in 2022, aimed at educating young adults on financial stability through private equity and cash flow investments. Join us as Darin shares invaluable insights on becoming a savvy passive investor and navigating today's real estate landscape. Tune in for an engaging conversation on cash flow, market trends, and strategic investing. To reach Darin - https://clubcapital.co/architect/

Welcome back to the Live Off-Rent Show! In this episode, host Brian Davis sits down with Jay Scott, entrepreneur, investor, advisor, and partner at Bar Down Investments. Jay has an impressive track record with over $150 million in real estate transactions and is the author of five BiggerPockets books on real estate investing. Jay shares his journey from flipping single-family homes to focusing on large multifamily properties and discusses his current strategy of low-risk preferred equity investments. Learn how to invest safely in real estate, mitigate risks, and achieve consistent returns.

Stay updated about the current trends and future opportunities in real estate in this episode with Ben Fraser!Ben walks us through his career, from the financing and lending side to investing and capital raising. He also provides some strategies for building trust with potential investors, data-driven market insights, and thriving amidst rising interest rates. Key Points & Relevant TopicsBen's background in the commercial space specifically as a Commercial Credit Underwriter and Commercial LenderBen's journey to the investing side and raising capital, his thought process, and mindset shiftHow to attract investors and gain their trustCurrent trends and opportunities in today's real estate marketBen's perspectives on what to expect in the market and the impact of interest rates on the current trendsInvestors' sentiments and how their decision is impacted by the distress in the marketResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Ben FraserBen Fraser is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature with a passion for delivering outstanding client service and strong returns through out-of-the-box investments. With a professional background that spans over a decade, Ben has become an expert in the field of investment management and has worked for several reputable financial institutions. Ben is the co-host of the Invest Like a Billionaire podcast, where he joins his father, Robert, co-founder and CFO of Aspen Funds, along with co-founder Jim Maffuccio, to discuss economic trends and best practices for alternative investing. Prior to joining Aspen, Ben served as a Commercial Lender at First Business Bank, one of the top SBA lenders in the nation. There, he specialized in government-backed loan originations, specifically SBA and USDA loans. Before that, he worked as a Commercial Credit Underwriter for Crossfirst Bank, where he personally underwrote over $125MM in C&I and CRE loans across various industries. Ben also has experience working in the asset management industry, having served as a key member of the team at Tortoise Capital Advisors. At Tortoise, he helped grow institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben holds an MBA from Azusa Pacific University and a Bachelor of Science in Finance from the University of Kansas, where he graduated magna cum laude. Ben's commitment to excellence and his ability to deliver strong returns for clients make him an invaluable asset to the Aspen Funds team.Get in Touch with BenWebsite: https://aspenfunds.us/ Podcast: https://aspenfunds.us/podcast/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Join us for an insightful conversation with Darin Davis, Principal at Club Capital, as we explore the intricacies of preferred equity. In this episode, Darin delves into why preferred equity is a once-in-a-decade opportunity, its benefits, and how it can be a game-changer for your investment strategy. Tune in to gain valuable insights and strategies from a leading expert in the field. Don't miss this chance to elevate your financial knowledge! Visit this site to connect with Darin: https://clubcapital.co/practical/     Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Darin  Davis darin@clubcapital.com https://clubcapital.co/practical/ https://darindavis.investments/ https://clubcapital.co/ https://clubcapital.co/practical/ Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession  Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

ABOUT DARIN DAVISDarin is the Principal at Club Capital. He is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He recently founded Club Capital to further address investor requirements for capital growth and cash flow. Along with his two children, he launched The Never Quit Initiative, a 501(c)(3) non-profit organization, to address and provide solutions for the two top reasons that put families into bankruptcy: loss of income and medical expenses. Darin is an active Tiger 21 member and an honored alumnus of The University of Oklahoma.  THIS TOPIC IN A NUTSHELL: Darin's journey to real estateGetting into Syndication & Raising CapitalExploring other real estate classes & nichesAbout the 240-unit Land Development DealAcquisition and Financing Overcoming challenges and crisis A partnership that complements your skillWhy they consider this as the best deal they've done Underwriting and trusting your gut with investmentsProject cost and market value Finding the right General ContractorSupply and positive migration Refinancing and Debt Service Coverage ratioHis take on interest rates and the current marketPreferred business model and target projectsLeveraging Preferred EquityExit plan for this project What we learned from this dealGoals and strategies for the upcoming yearConnect with Darin   KEY QUOTE: “I learned not to be so excited to sell, because recreating an asset is hard, look at other options. We are looking at assets in a long-term approach because it's hard to ensure you are making money every time.”    SUMMARY OF BUSINESS: Club Capital is an Austin-based real estate owner-sponsor specializing in multifamily acquisitions, development, private equity investments, asset management, and public-private partnerships. Combining over three decades of experience from its principals, Club Capital inherits rigorous practices in all facets of real estate investment, and launches with a new aim where vision meets value.    ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #RealEstateWealth #RealEstateInvesting #PreferredEquity #MultiFamily #AssetManagement #LongTermApproach #Refinance #Development #InvestmentStrategies #Austin #Texas #Construction #HUDloans #RaisingCapital #LoanValuations #CreativeFinancing #HousingUrbanDevelopment #GroundUpDevelopment #NewConstruction #LandDevelopment  #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork     CONNECT WITH DARIN:Website - https://clubcapital.co Free Educational Resource:  https://clubcapital.co/goLinkedIn - https://www.linkedin.com/in/davisdarin Facebook: @Club Capital Instagram: @clubcapitalco YouTube: https://www.youtube.com/@ClubCapitalCo       CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

For the most part, construction lending has dried up across the country, with more and more regional banks pulling back from financing ground-up real estate projects. But Kennedy Wilson, a lender based out of Los Angeles, sees opportunity in that. With more lenders on the sidelines, Kennedy Wilson can take advantage of lending to what it determines are the best borrowers and the best projects. And by being active, it can help take some construction loans off regional banks' balance sheets. The Real Deal's Deconstruct chatted with Thomas Whitesell, Kennedy Wilson's head of debt originations, about how the firm is choosing what to lend on, its optimism for multifamily and the difficulties with office-to-resi conversions.

In this episode, Jonny chats with Deepa Akula, a mechanical and aerospace engineer turned Real Estate Investor. Deepa breaks down different ways to save deals that may be in trouble due to floating rate or bridge debt. Together they take a deep dive into Preferred Equity (Pref Equity) and Mezzanine Debt, and how they can be used to recapitalize an asset that be on the bring of default. Deepa also explains her debt fund at JT Capital and how you can invest. The fund is a 506c, available to accredited investors only. Connect with Deepa:www.linkedin.com/in/deepaakulaAbout Deepa: I am the Managing Principal at JT Capital and spearhead investor relations team and capital markets team for retail investors. I am based in Seattle and hold a Master's degree in Mechanical and Aerospace Engineering from the University of Missouri-ColumbiaConnect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Jonny's Instagram: https://www.instagram.com/jonnycattani/TikTok: https://www.tiktok.com/@jonnycattaniYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

In this episode, Dr. Peter Kim talks about preferred equity investments and how to invest in them. Discover the advantages of preferred equity, potential risk and returns, how to get paid, benefits for investors, and the importance of due diligence in making intentional investment decisions. We talk in-depth about all of this and more in our course–Passive Real Estate Academy. Want to learn everything about investing in real estate with confidence? You can grab your seat right here! Like what you heard? Subscribe and Rate us!

Vicky Schiff, CEO at Avrio Management, joins host Joe Cornwell on the Best Ever Show. In this episode, Vicky — a CRE entrepreneur and Adjunct Professor of Real Estate at Pepperdine Graziadio Business School — discusses preferred equity, its place in the capital stack, and the opportunity it presents for investors in the current CRE landscape. She illustrates this by breaking down a specific case study and goes on to discuss how rising interest rates have given rise to pref equity, all while explaining what's really happening in the world of multifamily distress.   Previous Episode Vicki Schiff | Real Estate Background  AVRIO Hires and trains virtual assistants, primarily for real estate companies. Based in: Los Angeles Say hi to her at:  www.avriore.com Best Ever Book: Greatest Salesman in the World - OG Mandino   Sponsors: Monarch Money My1031Pros Viking Capital

Darin Davis, Principal at Club Capital, joins host Joe Cornwell to discuss the opportunity in today's market to capitalize on preferred equity. In this episode, Darin explains what preferred equity is, how it differs from common equity, and why the current climate has created a huge opportunity for investors to capitalize on pref equity. He also explains what he loves about the Texas and Florida markets and why Texas is an economic juggernaut. Darin Davis | Real Estate Background Club Capital Based in: Austin, Texas Say hi to him at:  ClubCapital.co Best Advice: "The power of passive and residual income."   Sponsors: Monarch Money My1031Pros

Over the past year and a half, the unprecedented rise in interest rates has had many ripple effects across the commercial real estate investing world. These ripple effects have put many investments that were made in the past two to three years in jeopardy. Today we discuss those ripple effects and how preferred equity is being used to bolster the capital stack on new acquisitions or provide rescue funds for projects that are struggling due to increased costs. And I can think of no better person to help us make sense of this than friend of the show Paul Moore. You've seen Paul's articles on Bigger Pockets, and he's been on the show many times. Today Paul talks about preferred equity, and how it's being used to bring additional funds into many different types of projects. Paul is the founder and managing partner of Wellings Capital, and a best-selling author on multifamily and self-storage. Find out more: www.wellingscapital.com Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com

Paul Moore is the principal at Wellings Capital who are now on their sixth fund. Their latest fund is focused on preferred equity and on today's show we're talking about one company's take on how to use preferred equity effectively in deals. To connect with Paul, visit wellingscapital.com where they have some useful resources on their resource page. -------------- Host: Victor Menasce email: podcast@victorjm.com

In this insightful highlight episode, we had the pleasure of reconnecting with Paul Moore, a long-time friend and the driving force behind Welling's Capital. Paul shared his journey from writing "The Perfect Investment" to recognizing the need for a more robust acquisition strategy in multifamily investing. He detailed how his team expanded into various asset classes, including self-storage, mobile home parks, RV parks, and more, ultimately transitioning into a fund manager role.Paul explained the concept of preferred equity, a topic that has generated significant interest among investors. He broke down the capital stack, illustrating how preferred equity fits between senior debt and common equity, offering a blend of immediate cash flow, future upside, and payment priority over common equity. He emphasized the importance of due diligence and the unique opportunities presented by preferred equity, especially in the current economic climate where traditional lending has tightened.We also delved into the world of RV parks, an asset class that has seen tremendous growth, particularly during the pandemic. Paul categorized RV parks into four types: overnight, extended stay, workforce housing, and destination parks. He highlighted the profitability potential of each type, with a special focus on destination parks that offer a range of amenities and activities.Listeners can expect to gain a deeper understanding of the nuances of real estate investing, the benefits of preferred equity, and the burgeoning RV park market. For those interested in learning more about Paul's work or exploring investment opportunities with Welling's Capital, visit wellingscapital.com or follow Paul on Twitter at @PaulMooreInvest.Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are keen on expanding their real estate investment knowledge.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Welcome to Viking Capital's podcast! In this episode, hosts Nathan Loy and Ravi Gupta explore the shift from common to preferred equity in multifamily syndication. Gain insights into the nuances, risks, and returns of each, backed by real-world case studies. From syndication basics to key considerations when choosing between equity types, we equip you with essential knowledge for informed decision-making. Join us on this insightful journey into the transition from common to preferred equity in real estate finance. Subscribe for more!  

Preferred Equity is one of the best opportunities in Real Estate Right now. This is a time when you can earn equity-like returns with debt-like risk. They don't come often.On this episode, I do a solo-deep dive on Pref Equity and some Q&A done with a live audience! Enjoy.Links:Deal Reward ProgramHospitality Investing MasterclassFollow Jake on XTopics:(00:00:00) - Intro(00:02:32) - Explaining Preferred Equity(00:05:27) - Pref equity vs. mezzanine financing(00:11:27) - Asymmetric returns(00:13:49) - An example of using Pref Equity(00:18:39) - Uses for Pref Equity(00:22:33) - What Pref Equity is NOT used for(00:24:23) - Where the magic happens: Structuring a Pref Equity deal(00:37:49) - The Hospitality Investing Masterclass & Deal Rewards Program(00:39:16) - Audience Q&A

Join us on the latest episode of Passive Investing from Left Field, with guest Paul Moore from Wellings Capital. In this episode, we unravel the art of building confidence with LPs, explore the resurgence of preferred equity, and share insights on diversification strategies. Discover Paul's journey from speculator to seasoned investor, gaining actionable advice for consistent returns. Don't miss these gems of wisdom that could steer your investment journey toward consistent returns and stronger strategies.  About Paul Moore  After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He launched multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits. He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to Bigger Pockets, producing live shows, recorded videos, and blog content. Paul also co-hosted a wealth-building podcast called How to Lose Money and he's been featured on over 200 podcasts. Paul is the author of Storing Up Profits – Capitalize on America's Obsession with Stuff by Investing in Self-Storage (Bigger Pockets Publishing 2021) and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm. Here are some power takeaways from today's conversation: 03:33 His real estate journey?05:20 Transition from speculator to investor07:32 Preferred equity vs preferred returns09:27 What is preferred equity?14:55 Why aren't the lenders lending more?16:42 Should the LP know about the preferred equity?04:35 The Evolution of His Real Estate Journey20:29 Are all pref equity the same?30:44 What to look for in the common equity?33:04 How do you protect yourself from deals failing?37:46 How does an LP get into pref equity?30:41 How does the LP evaluate this?43:48 Podcast recommendations44:42 Contact Paul45:05 Thank you for watchingThis show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.    Resources Mentioned:Contact the Guest:Instagram- @paulmooreinvestFacebook- @wellingscapitalLinkedIn- https://www.linkedin.com/in/paul-moore-3255924/Email- paul@wellingscapital.comAvoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve SuhPodcast Recommendations:Motley Fool MoneyThe Walker WebcastAdvertising Partners:Left Field Investors - BECTribevestRise48Aspen FundsGSP REISpartan Investment GroupVyzer

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode. Today, we bring together three experts in real estate and alternative assets: Paul Moore, Dave Zook, and Michael Flight. Paul Moore, an author, BiggerPockets expert, and Founder/Managing Partner of Wellings Capital, shares his insights. With an engineering degree and an MBA from Ohio State, Paul co-founded and strategically sold a staffing firm. In 1999, he shifted to real estate, accumulating over 85 investments and exits. His journey includes appearances on HGTV's House Hunters and roles in property management, contributing notably to the development of a Hyatt hotel and a thriving multifamily project. Dave Zook, Founder & CEO at The Real Asset Investors and Owner at Horizon Structures, is a successful business owner and investment strategist. He has placed over $800 million across various asset classes, including ATMs, car washes, energy, and self-storage. As a top 5 ATM fund operator and early investor in Bitcoin and digital assets, Dave is an expert in tax strategy and investments. He founded The Real Asset Investor in 2015, becoming a sought-after speaker sharing his knowledge on various media platforms. Michael Flight, a founding principal of Concordia Realty Corporation and CEO of Liberty Real Estate Fund, is a real estate entrepreneur and Blockchain Real Estate evangelist. With a career starting in 1985, Michael is an expert in retail real estate, redevelopment, real estate tokenization, and blockchain applications. He has partnered with major banks, insurance companies, hedge funds, and institutional investors in successful projects. Michael has been featured on CNBC Arabia, CEO Magazine, and quoted in financial publications. In this episode, our guests discuss alternative asset classes for real estate investing, navigating a tightening real estate market, preservation of capital, changing markets, retail investment in the digital age, and investing in preferred equity, retail, art royalties, and ATM machines. The conversation also covers tax planning strategies, the tax benefits of owning land and real estate, and a deep dive into the risks and opportunities of real estate investment. Tune in now for an insightful exploration of net lease investing and tokenization in the ever-evolving landscape of real estate and alternative assets! ANCHOR TIMESTAMPS 01:46 - Guest Introduction: Paul Moore, Dave Zook, and Michael Flight 02:45 - Alternative asset classes for real estate investing 05:02 - Navigating a Tightening Real Estate Market 09:59 - Investing in Real Estate: Preservation of Capital 15:01 - Navigating changing markets 19:57 - Investing in Retail in the Digital Age 24:55 - Investing in asset classes and preferred equity 30:01 - Investing in Preferred Equity, Retail, and Art Royalties 35:02 - Investing in Art and ATM Machines 39:54 - Tax Planning Strategies 44:57 - Tax benefits of owning land and real estate 49:59 - Investing in Real Estate: Risks and Opportunities 55:00 - Net lease investing and tokenization Connecting with the Guest: Paul Moore Website: https://www.wellingscapital.com/ Linkedin: https://www.linkedin.com/in/paul-moore-3255924/ Facebook: https://www.facebook.com/wellingscapital Instagram: https://www.instagram.com/paulmooreinvest/?hl=en Dave Zook Website: https://www.therealassetinvestor.com/ Linkedin: https://www.linkedin.com/in/dave-zook-63765a15 Instagram: https://www.instagram.com/zook.dave/ Michael Flight Website: https://libertyfund.io/ Podcast: https://www.triplenet.re/ LinkedIn: https://www.linkedin.com/in/michael-flight/ Instagram: https://www.instagram.com/mjflight1/ BiggerPockets: https://www.biggerpockets.com/users/michaelflight Blockchain Real Estate 2022: https://libertyfund.io/tokenization-and-blockchain-investing-in-real-estate/ #RealEstate #AlternativeAssets #InvestmentStrategies

In the past couple years, there's been an unprecedented amount of new multifamily developments under construction. With so many construction loans coming due over the next couple years, there will be many opportunities to provide preferred equity to developers who need gap funding in order to stay alive in their deals. With interest rates having more than doubled, and lenders requiring less leverage, borrowers will need to bring more outside money to the table. Darin Davis, Co-founder and Principal of Presario Ventures, is a seasoned Texas multifamily operator, who is providing preferred equity to builders of new multifamily apartments. 

Discover the secrets of successful real estate investing with Paul Moore, the mastermind behind Wellings Capital. With a diverse portfolio encompassing self-storage units, manufactured housing, and multifamily properties, Paul has become a leading authority in the industry. In our exclusive conversation, he shares his journey from Ford Motor Company to real estate mogul, unveiling the strategies that have propelled him to success.Learn about Paul's ten-year hold approach and how meticulous diversification across geographies, asset classes, and the capital stack can secure your investments. Delve into the fascinating world of acquisition equity and discover its growing importance in the market. Paul provides invaluable insights into the types of deals that benefit from rescue capital and the considerations that are essential when investing in a fund focused on acquisition equity.If you're considering a career transition into real estate, Paul's experience with pre-equity will inspire you. Explore how this strategy maximizes returns on value-add deals and facilitates a seamless shift from the corporate world. Don't miss out on this opportunity to learn from a true expert in the field. Tune in to our latest episode and unlock the secrets of successful real estate investing with Paul Moore.Connect with Paul on LinkedIn to stay updated with his latest insights and visit his website for more information on how you can take your real estate investments to the next level. Get ready to elevate your investment game! http://www.wellingscapital.com/VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

In this episode of the Multifamily Wealth Podcast, we welcome back Paul Moore of Wellings Capital. With over 20 years of experience in real estate, Paul has a diverse background that includes residential and commercial investments, as well as ventures in oil and gas. He is the author of "The Perfect Investment" and has a deep understanding of the multifamily syndication space.In this episode, Paul and Axel dive into the topic of preferred equity, a hot topic in the multifamily and commercial real estate sectors. They discuss the different types of preferred equity, including its use in development, value-add deals, refinancing, and as rescue capital. Paul explains the benefits of investing in preferred equity, such as immediate cash flow, future upside, and lower downside risk exposure. He also shares insights on what to look for in a preferred equity investment and the importance of partnering with experienced operators.In this episode we discuss:What is preferred equity and why is it a hot topic in the multifamily and commercial real estate sectors?How does preferred equity differ from preferred returns or preferred hurdle rates?What are the different types of preferred equity investments, such as development, value-add acquisitions, refinancing, and rescue capital?What are the benefits of investing in preferred equity for LPs, including immediate cash flow, future upside, and lower downside risk exposure?How can preferred equity help operators reduce their blended cost of capital and capture more of the upside in a deal?What attributes does Wellings Capital look for in preferred equity deals, such as experienced operators, reasonable underwriting, and clean backgrounds?What are some signs that a preferred equity deal may not be a good investment, such as red flags in the operator's background, changing deal terms, or lack of a cohesive team?Are you tired of competing with other buyers and waiting on brokers to send you deals? Want to learn exactly how you can find more discounted multifamily deals than you know what to do with? Click here to check out our Off-Market Multifamily Deals course, where we teach investors how to develop a robust pipeline of discounted, off-market multifamily deals in six weeks or less.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedInSubscribe to our YouTube channelLearn more about Aligned Real Estate PartnersConnect with Paul:Follow him on TwitterLearn more about Wellings CapitalHelp us fight human trafficking with AIM

Why preferred equity for commercial deals is strategic todayHow preferred equity works in real estate investingPreferred equity vs. traditional debt investmentsPros and cons of investing in preferred equity projectsReal estate cycles and the opportunities they present The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now?Life & Money in the World: What's the one thing you're doing right now to make the world a better place? RESOURCES/LINKS MENTIONEDFannie MaeFreddie Mac To check any of our existing open investment opportunities, simply visit https://goodegginvestments.com/deals/ and if you're interested in investing alongside Annie and Susan, let them know by taking the survey at https://goodegginvestments.com/pref-equity-survey. Visit our official blog at https://goodegginvestments.com/blog/, where we compiled a range of valuable resources for unique opportunities, and go to our YouTube channel, https://www.youtube.com/@GoodeggInvestments, to find a collection of informative videos on preferred equity and more about the world of real estate. CONNECT WITH US To connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook. To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club. Be sure to also grab your free copy of the Investing For Good book (just pay S&H)-- Thanks for listening, and until next time, keep investing for good!

Are you looking to understand the ins and outs of passive real estate investing? In this episode, Justin will be discussing the different deal structures and capital stacks associated with syndication deals. He will discuss Preferred Equity and Preferred Return, two terms that are often used interchangeably but mean slightly different things. He will also discuss the use of waterfalls and hurdles, as well as the catchup pool in a waterfall distribution system. This discussion is designed to help career driven individuals understand passive investing so they can take advantage of these opportunities and determine if it is right for them. Tune in now to gain insight into the world of passive real estate investing!Key Highlights:[00:01 - 08:54] Uncovering the Extensive Process Behind Syndication Deals: What Goes Into Bringing a Great Deal to Investors?• If a property performs as projected or exceeds projections, investors not in the preferred equity pool will make a greater return• Return of capital needs to be returned first 100% before paying out any distributions• General partnership had a guarantee of $50,000 in returns per year over a five year period• GPS get paid out a greater share of profits as property is more successful• Complex structures should be reserved for sophisticated investorsKey Quotes:"By doing our physical inspections, that means we're bringing in more contractors, we're bringing inspectors, engineers, or anything else that the property needs." - Justin MoyDownload our FREE ebook, The Definitive Guide To Passive Real Estate Strategies.Check out our Multifamily Syndication Group, and sign up for our NEWSLETTER.Want to invest with us? Schedule a brief call here. Get in touch: Justin@arealminvestor.com and let me know what topics you'd like me to cover or what guests I should have on.If you like our content, please give us a rating on the platform you're listening on!

In this podcast episode we interview Paul Moore, Managing Partner and Founder of Wellings Capital. He advises limited partners (LPs) on what to look out for in the current market when investing in real estate deals. LPs should look for low leverage, high skin in the game, and operating expense ratios below industry norms. They should also be cautious about reversion cap rates, which may not work in all cases, and inflated rent growth assumptions, which can be misleading. LPs must scrutinize the sponsor and the deals and avoid confirmation bias while investing in real estate. Apart from that he also discussed the opportunities to navigate through the uncertain markets.Read the FULL PODCAST EPISODE SUMMARY HERE!Visit us here at: https://www.thelimitedpartner.com/ If you'd like to say hello, you can find Jake at @JJakeWiley on Instagram and Twitter, and on LinkedIn. You will hear quite a bit of real estate terminology in every episode. We've aggregated the most common questions for you in the link below! https://bit.ly/learn-the-lingo

In this episode of Real Estate Runway, Chad delves into the art of using debt to maximize earning and staying power. He explains the differences between short-term, medium-term, and long-term debt and how to optimize proceeds for the best outcome. Chad emphasizes the importance of considering the longevity of loans and avoiding high interest rates that may not benefit you in the future. He also explores ways to optimize debt in uncertain times, such as using short-term bridge debt or buying an interest rate cap. Tune in as he explains how each type of debt impacts your earning and staying power.   Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com    [00:00 - 07:58] Understanding the Importance of Debt in Real Estate The capital stack, particularly debt, is the most important aspect of any real estate deal Debt can make or break a deal, and the different flavors of debt can impact staying power and earning power. Overly leveraged deals can minimize staying power and negatively impact cash flow Cognizing the importance of debt can help investors maximize earning power and minimize staying power   [07:59 - 15:24] Understanding Debt Management in Real Estate Loans for real estate can be classified as short-term, medium-term, or long-term Life companies usually focus on long-term debts due to their preference to allow the invested money to grow Locking a long-term rate for a loan when interest rates are high may not be the best decision It is best to focus on medium to short-term debt for optimization of proceeds to avoid regretting when rates drop in the future   [15:25 - 23:09] Lessons on Mezzanine Debt and Preferred Equity  Mezzanine lenders use equity pledges as a way to secure their position and ensure their money doesn't get lost to the senior lender Mezzanine debt and preferred equity are similar in terms of their economic impact, but preferred equity also shares in taxable losses and depreciation Mezzanine and preferred equity lenders can provide additional financing to a deal, but they charge more than senior lenders and their risk is higher The cost of capital can be optimized by blending senior debt with mezzanine or preferred equity, but it's important to consider staying power and the ability to service debt     Quotes:   “Debt can make you or break you. It can make a wonderful deal better, and it can make a wonderful deal awful if you do it.“ -Chad Sutton     LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

The Market is Changing…  Interest Rates are high, LTVs are coming down, and it's harder to raise capital… With all of these changes, it's advantageous to make some changes to your capital stack.  Today I walk through a few strategies that could boost your business! The first structure that is gaining in popularity during this uncertain time is:  Preferred Equity.  It's an additional class of equity that returns a moderate rate of return with limited upside but is senior to the GP and LP positions.  Additionally, I recommend looking into creating tranches of equity in your deal that pay a higher rate of return or give a better split to larger check writers.  This will attract fund managers that can raise money for your deals from their investors! If you want to hear me explain these strategies in more detail, tune in today! Take Control, Hunter Thompson Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

Welcome to Strategy Saturday; I'm Charles Carillo and today we're going to be discussing Preferred Return vs Preferred Equity. Over the years, real estate syndication structures have become more and more sophisticated, with more and more terms being used to describe how returns will be distributed to investors. In this episode, Charles discusses the difference between a preferred return and preferred equity. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

The world's economy has stumbled after the series of lockdowns because of the Covid-19 pandemic. Now, countries are opening again, travels are back, and people are out and about again. But, the effects of this on the economy are felt now more than ever. And, industries, including real estate are trying to weather the storm.In the last part of our three-part conversation with Rob Beardsley of Lone Star Capital, he talks about the current economic climate, how have those things changed, and how he is looking at deals now versus 12 months ago and putting these pieces together to structure the deal for investors. Rob also talks about preparing for a downturn, what to expect in the next six to twelve months, and why the most important thing for operators nowadays is to make sure to provide investors the ability to sleep and feel comfortable and confident in their investment. Click the play button now and start learning how to find deals amid the current economic climate! Key Points From This Episode: Rob talks about the current economic climate and how to find deals amid this situation.How has the fastest inflation in 4 decades affected the real estate market?What has changed in Rob's way of structuring deals from a year ago to now?Rob says he's optimistic about the future.Rob reiterates that everything should be evaluated on a risk-adjusted basis.How does Rob find investors amid the slow acquisition time?How does Rob build relationships with family offices?The difference between dealing with family offices and individual investors?How do you prepare for risks?How does Rob prepare for a downturn?Rob's best advice for passive investors.The metrics that Rob tracks professionally and personally.The habit that has produced the highest return for Rob.The number one thing that contributed to Rob's success is having a direction.How does Rob like to give back?Tweetables:“Debt magnifies projected returns.”“Everything should be evaluated on a risk-adjusted basis.”“The most important thing that we can provide investors is the ability to sleep and feel comfortable and confident in their investment. And that is not easy.”Links Mentioned in Today's Episode:Rob Beardsley on LinkedInLone Star Capital websiteStructuring and Raising Debt & Equity for Real EstateThe Definitive Guide to Underwriting Multifamily Acquisitions: Develop the skills to confidently analyze and invest in multifamily real estateWS186: The Fundamentals Of Underwriting with Rob BeardsleyWS849: Close More Deals with Preferred Equity with Rob BeardsleyWS1513: How to Structure Debt and Equity  | Rob BeardsleyAbout Rob BeardsleyRob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has identified, negotiated, and structured over $100M of multifamily real estate transactions. He has evaluated thousands of opportunities using proprietary underwriting models. He has a popular newsletter read by hundreds of real estate professionals and has published over 50 articles about underwriting, deal structures, and capital markets. Rob also helps run Greenoaks Capital, his family's real estate investment and advisory firm.

What is a deal structure? How do debt and equity play a part in it? What are the different ways to look at those things as we look at structuring a deal to make it make sense? And, how much risk is too much risk? In this second episode of our three-part series with Rob Beardsley, he answers all these questions.Rob says debt is your number one source of risk in a real estate deal. He then talks about how to avoid being forced to sell when you don't want to in a down market, how you can set yourself to more success by doing loan-to-value, loan-to-cost, debt service coverage ratio, stress tests, and sensitivity analyses, and how to familiarize yourself with options you have while structuring a deal. Listen now!Key Points From This Episode: What is deal structure and why should real estate investors care about it?Why is debt the riskiest source in a real estate deal?How to avoid being forced to sell when we don't want to in a down market?Set yourself to more success by doing loan-to-value, loan-to-cost, debt service coverage ratio, stress tests, and sensitivity analyses.What questions does Rob ask before getting a loan?Why does Rob try to avoid recourse as much as possible?Rob shares preferred equity or any type of gap financing is interesting these days.Rob talks about how mezzanine debt and preferred equity are the same economic concepts.How does Rob structure a deal?Rob discusses what a joint venture scenario looks like.Tweetables:“In my opinion, debt is your number one source of risk in a real estate deal. And I would guess something around 98% of real estate deals include that in one shape or another. So, it is in your best interest to be well versed in the nuances of it and why it is the riskiest part of the deal, and what is attributed to that risk.”“Our number one concern when investing is the preservation of capital. Now, what does that really mean? Well, that means we want to avoid permanent loss of capital.”“What we must avoid is being forced to sell when we don't want to in a down market. And that is often debt related.”“Real estate is a business built on debt, and unleveraged returns, which means no debt involved is not an attractive return profile for investors to invest in, so they just won't invest.”Links Mentioned in Today's Episode:Rob Beardsley on LinkedInLone Star Capital websiteStructuring and Raising Debt & Equity for Real EstateThe Definitive Guide to Underwriting Multifamily Acquisitions: Develop the skills to confidently analyze and invest in multifamily real estateWS186: The Fundamentals Of Underwriting with Rob BeardsleyWS849: Close More Deals with Preferred Equity with Rob BeardsleyWS1513: How to Structure Debt and Equity | Rob BeardsleyAbout Rob BeardsleyRob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has identified, negotiated, and structured over $100M of multifamily real estate transactions. He has evaluated thousands of opportunities using proprietary underwriting models. He has a popular newsletter read by hundreds of real estate professionals and has published over 50 articles about underwriting, deal structures, and capital markets. Rob also helps run Greenoaks Capital, his family's real estate investment and advisory firm.

How do you know you are using the right debt with the right terms? How do you know if you have negotiated the right deal? Or are you leaving money on the table by not pushing certain buttons on the lenders' term sheet to get ourselves the best deal? These questions will be answered in this three-part series with Rob Beardsley of Lone Star Capital.In this first episode with Rob, he talks in details about how to structure debt and equity. The knowledge from his new book Structuring and Raising Debt & Equity for Real Estate. Rob warns if you finance your deal incorrectly, you might be setting yourself up for a downside scenario that you are not willing to accept. He also elaborates why his new book is not just for multifamily entrepreneurs but for real estate as a whole. Enjoy the show!Key Points From This Episode: Rob talks about his new book Structuring and Raising Debt & Equity for Real Estate.How much experience do you need to be able to understand the book? Why does structuring deal an important part of the multifamily syndication business?Debt and equity are the two main things to consider when structuring a deal.What should go first – learning to underwrite or learning to properly structure a deal?Rob says it's important to brush up on different debt concepts and debt options.Would Rob's books be helpful for people in other asset classes outside of multifamily?How did Rob gain the knowledge to structure deals?Tweetables:“It's a passionate topic of mine because the deal structure is nuanced. You can make it as simple or as complicated as you like. And it really one of the key factors to a good deal.”“A good deal is the right price, the right structure, and the right execution.”“Debt is one of the most important parts of your deal because, in my opinion, it's the largest source of risk.”Links Mentioned in Today's Episode:Rob Beardsley on LinkedInLone Star Capital websiteStructuring and Raising Debt & Equity for Real EstateThe Definitive Guide to Underwriting Multifamily Acquisitions: Develop the skills to confidently analyze and invest in multifamily real estateWS186: The Fundamentals Of Underwriting with Rob BeardsleyWS849: Close More Deals with Preferred Equity with Rob BeardsleyAbout Rob BeardsleyRob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has identified, negotiated, and structured over $100M of multifamily real estate transactions. He has evaluated thousands of opportunities using proprietary underwriting models. He has a popular newsletter read by hundreds of real estate professionals and has published over 50 articles about underwriting, deal structures, and capital markets. Rob also helps run Greenoaks Capital, his family's real estate investment and advisory firm.

*NEW ITEM!* Purchase my newest book! "15 Conversations with Real Estate Millionaires" https://amzn.to/3CGOWOU

If you or anyone you know has been sitting on the sidelines, YOU WILL WANT TO READ THIS. We are obviously in a very volatile time given the uncertainty with interest rates and inflation but… What we DO KNOW is that INFLATION IS EATING YOUR MONEY if it is sitting in the bank. But what if there was a structure that could keep you in the markets while reducing a significant portion of investment risk…   In today's episode, long-time guest of the show, Steven Pesavento, and I discuss: THE PREFERRED EQUITY FUND STRUCTURE Preferred equity is in between common equity and debt, which means… Pref equity holders get seniority over common equity but still get many of the same benefits! Preferred shareholders take on far less risk because they are the first to get paid back after debt, But… they still have the privilege of earning a return that beats inflation!!! There are countless variations within this structure, so make sure to dive into this episode if you are looking for safer ways to stay in the market! Take Control, Hunter Thompson Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

Preferred Equity. It's like equity, but more preferable. Right?

Preferred Equity is a unique strategy that is typically only available to those in the institutional world or in opportunities where you're investing with a much lower return percentage. In this episode, Steven will talk about the different types of preferred equity, what that looks like, what the benefit is, when it makes sense to invest in preferred equity and why and when it makes sense to focus on common equity.Key TakeawaysPreferred equity is a unique hybrid investment strategy that combines debt and equity and provides downside protection while providing a preferred return to investors.It's the first time in over a decade that it's made sense to focus on the preservation of capital over exclusively focused on appreciation.It's important to look for opportunities that have a good risk-adjusted return to get that same place from a cash flow perspective.We're in a current market where the economy overall is performing quite well. The real problem that we're dealing with today is that we've put a lot of money into it and we're seeing inflation. Resources MentionedLearn more about Preferred Equity and Anti-Inflation Strategies at https://vonfinch.com/prefInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. 

Guest Bio:I have built a business from the ground up with my own capital while working as a w2( attorney) including affiliated property management and construction company. Spent close to a decade investing with my own capital before starting to pool capital 2 years ago, which allowed us to exponentially scale. We are on the path to closing $100m of real estate by year-end. Recently merged with a Colorado-based property management and construction company to have true vertical integration across markets.Join Our Passive Investor NetworkDownload Our Passive Investor Guide to Multifamily SyndicationsConnect with our guest:mike@crossmountaincapital.comhttps://www.crossmountaincapital.com/We Discuss:His background as in-house counsel for investment banksHow he acquired a 20 unit high caprate deal in a remote market as his first real estate deal.Building up a portfolio of 100 small multifamily units in the North East US.How he grew his portfolio from 100 to 600 units in a period of about 18-24 months.How he started investing 1700 miles across the country.How he targeted off-market deals.How he built strategic partners with Property Management Construction and Preferred Equity.How he's sourced equity from Funds and Family Offices.CONNECT WITH US! Visit our Website: https://www.canovocapital.com/podcastConnect with us on Facebook: https://www.facebook.com/theleadsponsorFollow us on YouTube: https://www.youtube.com/c/TheLeadSponsorFollow us on Instagram: https://www.instagram.com/theleadsponsor/Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-lead-sponsor-podcast-real-estate-investing/id1464256464LOVE THE SHOW? PLEASE SUBSCRIBE, RATE, REVIEW & SHARE

Today, we're speaking with Stuart Page whose background includes investment banking, M&A, and private equity. Stuart launched GREA's equity platform after a proven track record of capital introductions. Stuart's focus is JV and Preferred Equity with check sizes in the $1M - $50M range for middle market multifamily developers and value-add investors. He has deep relationships with high-net-worth individuals, private equity and family offices. Stuart addresses control provisions, current market terms and appetite of equity, demand for private equity and when and how to get involved talking to equity groups. If you would like to get in touch Stuart, please email him at stuart.page@grea.com or call his cell at 512-963-7243

IN THIS EPISODE, YOU'LL LEARN:01:35 - How to compete in competitive real estate markets and why conservative underwriting is necessary for longevity.08:08 - Ways to reduce your tax bill by investing in CRE.09:30 - Who CRE firms and funds go to for debt financing and what the debt structure can be for large real estate firms.12:02 - How real estate investors are taxed.25:03 - The difference between preferred equity and common equity.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESTIP's Real Estate podcastMultifamily Investor Nation conferencePassiveInvesting.com's Mariner Grove offeringPassiveInvesting.com's Self-Storage fundJoe Fairless' book Best Ever Apartment SyndicationAll of Robert's favorite booksFind Pros & Fair Pricing for Any Home Project for Free with Angi.Buying or selling Gold is as easy as buying a stock with Vaulted. No minimum investment required.Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Send, spend and receive money around the world easily with Wise.Instantly elevate your ketone levels with just one dose with Ketone-IQ, a drinkable ketone technology created by H.V.M.N and the US Military. The first 50 people to use the code ALPHA will get 20% off.Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.Live local in Melbourne and enjoy $0 Stamp Duty*!The interval fund, a breakthrough innovation. Only at Mackenzie.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Invest in crypto and trade it without tax headaches with AltoIRA.Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.Design is already in your hands with Canva. Start designing for free today.If you're a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Paul and David discuss the most popular financing vehicles for startup companies, the pros and cons of each and some of the reasons to consider one or the other as an Angel and as a Founder.

A review of the nuts and bolts of Term Sheets, from SAFEs to Convertible Notes to Preferred Equity.

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. Bullet Points:•        Underwriting: Basic overview, key metrics, sensitivity analyses, stress tests, comparables, cap rates•        Partnership Structures: How to structure deals with investors, waterfalls, preferred equity, matching your strategy •        Raising Capital: How to partner with institutional investors, how to form joint ventures and co-GPs•        Financing: Overview of debt options for multifamily, matching debt product to investment strategy, loan term nuances Call to Action:  www.lscre.com

In the 52nd episode of the ABF Journal Podcast. Jordan Suppan, managing director of Leste Credit, stopped by to discuss direct real estate lending, specifically outlining why preferred equity and smaller transactions are becoming more popular in the space, what current rates of return in the market are looking like in 2021 and a lot more.

Today we talk with Ken Avalos, VP of Electra Capital, about alternative lending with a focus on multifamily financing solutions. Alternative lending is a great option when traditional lenders are unable to meet an investor's needs. The benefit of an alternate loan is more leverage (which means you put in less capital), speed, and the flexibility and creativity to work around odd structures and difficult issues. Depending on your situation, this can potentially allow you a greater rate of return.   Most investors use traditional lenders like Fannie and Freddie, or use a traditional community bank - all of which typically offers low cost and long term fixed rate financing. However, these traditional lenders will usually at best give you 65%-70% leverage, and their underwriting criteria is fairly strict. And in today's world of 3%-5% cap rates, it's hard to generate a decent internal rate of return.     Key Discussion Points [00:57] Opening remarks by Eric Odum & Steven Silverman [03:31] About our guest: Ken Avalos [04:56] How did you get into real estate and finance? [09:35] Do you think the Florida market is overheated? [14:50] Are you monitoring the rent to household income, and what are you seeing? [17:13] Explain about your alternative financing services [26:14] Does the bridge loan convert into a permant loan at the end of 3 years? [27:44] What deal size is attractive for your loan service? [28:42] Do you mainly loan to multifamily? Or do you also look at other asset classes? [30:03] Tell us about Mezzanine Debt vs. Preferred Equity as it relates to your product [42:09] How can folks reach you? [43:20] Closing comments by Eric & Steven   About Our Guest Ken Avalos is the VP of underwriting and analysis at Electra Capital. He is a graduate of Boston college, and has an M.B.A. from the Stern School of business.  

For today's episode, we will be discussing part four of the capital stack, preferred debt.This week we're covering the preferred debt or also known as equity position. We will talk about these things…and more in another episode of Multifamily Investing Made Simple in under 10 minutes.Tweetable Quotes:"Essentially the as you go higher and higher on the capital stack, you become less and less of a priority as far as paying" - Dan Kreuger"Generally, you, as the passive investing partner on most private placements, will be coming in some kind of equity position." - Anthony Vicino"there's a lot of investors who love this vehicle because it's a strong return still and they get slightly better placement than everybody else" - Anthony Vicino LEAVE A REVIEW if you liked this episode!!Keep up with the podcast! Follow us on Apple, Stitcher, Google, and other podcast streaming platforms.To learn more, visit us at https://invictusmultifamily.com/**Want to learn more about investing with us?**We'd love to learn more about you and your investment goals. Please fill out this form and let's schedule a call: https://invictusmultifamily.com/contact/**Let's Connect On Social Media!**LinkedIn: https://www.linkedin.com/company/11681388/admin/Facebook: https://www.facebook.com/invictuscapitalventures/YouTube: https://bit.ly/2Lc0ctX

Thinking whether you'll benefit more from Preferred Equity or Traditional Equity?Let this video enlighten you!We'll discuss the pros and cons of each and how investment approaches can be customized depending on your risk appetite.Unite with other professionals on the same investment wavelength and join our community.Visit www.simplepassivecashflow.com/clubCome and join us ‘IN PERSON' as the exclusive Hui Mastermind & Retreat commence once again!Visit www.simplepassivecashflow.com/2022retreat/ to know more. See acast.com/privacy for privacy and opt-out information.

Thinking whether you'll benefit more from Preferred Equity or Traditional Equity? Let this video enlighten you! We'll discuss the pros and cons of each and how investment approaches can be customized depending on your risk appetite. Unite with other professionals on the same investment wavelength and join our community. Visit www.simplepassivecashflow.com/club Come and join us ‘IN PERSON' as the exclusive Hui Mastermind & Retreat commence once again! Visit www.simplepassivecashflow.com/2022retreat/ to know more.

Michael Episcope is the CEO of Origin Investments with over 5,000 units and $2 billion in assets. He co-chairs the Investment Committee and oversees investor relations, marketing, and company operations.  Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth. If you are interested in multifamily and want to review a sample deal, check out our special download of a sample deal package on casmoncapital.com/sampledeal, and join our mailing list to get tips on exclusive investment opportunities.   [00:01 – 05:04] Opening Segment  Michael shares more about his business and his journey. Various types of funds and their benefits in Michael's business Market goals, being able to pick and choose the best investment. [05:04 – 12:18] The Strategy on the Different Funds Who is our customer? Michael's suite of products for the different customers. What is Preferred Equity? How is ground up development beneficial? Buy and compete or build? Why are the building costs and existing properties more valuable? [12:18 – 23:21] The Process of Creating Funds The main differentiators in a fund. A better way of investing. Why you should measure the cash track How investors with Capital Gains can defer the taxes. Funds vs Syndication The downside of investing in a fund [23:21 – 28:55] The Bull's Eye round Apparent Failure: Investing mistakes Digital Resource: Birdeye Most Recommended Book: Swim with the Sharks without Being Eaten Alive Best Place to Grab a Bite in Chicago: Twin Anchors Tweetable Quotes: “Funds are a better way of investing for the investor.” - Michael Episcope. “We have to be very disciplined for any deal that goes into the fund because that can take the entire performance, so there is an alignment of interest” - Michael Episcope You can connect with Michael LinkedIn, Twitter, or check out his website at https://origininvestments.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING AND REVIEW,  and be sure to hit that subscribe button so you do not miss an episode. To enhance your multifamily knowledge and achieve greater success in your business, you can connect with me on LinkedIn or check out www.casmoncapital.com  

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Robert oversees acquisitions and capital markets for the firm and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, https://www.amazon.com/Definitive-Guide-Underwriting-Multifamily-Acquisitions-ebook/dp/B087114QRT (The Definitive Guide to Underwriting Multifamily Acquisitions). He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the https://lonestarcapgroup.com/capital-spotlight-podcast (Capital Spotlight) podcast, which is focused on interviewing institutional investors.   [00:01 – 02:24] Opening Segment Rob shares what keeps him busy these days [02:25 – 09:25] Rob's Story Rob talks about his background and how his journey began Learning a way not only to earn an income in real estate but also to build wealth Why he didn't want to get into the brokerage side of real estate [09:26 – 17:39] Lone Star Capital The A to Z of how Lone Star Capital was built Rob's advice on forming partnerships Why Texas? Rob explains why they chose to build their business in Texas [17:40 – 29:14] The Transition Rob shares what it's like for him to be an introverted person in the real estate industry He talks about the story behind his book An in-depth guide on how to underwrite multifamily acquisitions [29:15 – 45:18] Navigating Through the Market Rob shares his thoughts on the current state of the market Rob explains Preferred Equity and why it's a strong play on the current market [45:19 – 50:55] The Contrarian 3-Pack What would you say is the most contrarian investment you've made? Invest in the Stock Market during the decline in March of 2020 What's your favorite activity to do with your friends and family outside of work? I love to travel What actions, whether within work or family, offer you the most fulfillment in life? Being a teacher or a coach in some capacity.  Connect with Rob. Links below   Tweetable Quotes: "I don't think I ever thought about the possibility of failure. I didn't just take a risk thinking that 'oh, I'm fine because I can fail.' I never wanna fail. So, I thought to myself, 'okay, this is where I'm going, and I'm going to be successful.'" – Rob Beardsley   You can connect with Rob onhttps://robbeardsley.me/ ( https://robbeardsley.me/) or athttps://lonestarcapgroup.com/ ( https://lonestarcapgroup.com/) LEAVE A REVIEW + help the podcast grow by sharing it with your friends, family, or someone in need. Follow me on https://www.linkedin.com/in/joblanto/ (LinkedIn) or visit our http://contrariancashflow.com/ (website) to know more.  Think Different. Earn Different. Live Fulfilled.

Austin Walker joined Arbor's New York City office in November 2015. In his current capacity as an Originator, Austin focuses on nationwide Fannie Mae, Freddie Mac, FHA, SFR Portfolios, CMBS, Bridge, Mezzanine and Preferred Equity transactions. Before joining Arbor, Austin worked at Wells Fargo as a Financial Advisor of private clients. Prior to that, he served as a Manager of Strategic Partnerships at Merisel, Inc. and a Business and Marketing Analyst at LGD Communications. Austin graduated from Johns Hopkins University of Maryland with a Bachelor of Arts in Political Science.Arbor Realty TrustArbor is not just another commercial and multifamily lender, but your financial partner that personally works with you to customize the right loan solution, deal after successful deal.For close to 25 years, Uniondale, NY-based Arbor Realty Trust, Inc. (NYSE: ABR) has helped multifamily and commercial real estate clients achieve their financial goals by focusing on growing long-term relationships and conducting business as not simply another real estate lender, but as a partner. We value our clients to such an extent that we're more comfortable calling them partners, and their relationships with Arbor are the foundation of our business.Contact Austin Walker and Arbor:Visit Arbor: LinkAustin Walker on LinkedIn: LinkContact Austin Walker: 631-707-1313Email Austin Walker: awalker@arbor.com

There are two main purposes to include preferred equity into your business plan: one, financial leverage, and two, raising a large amount of capital from one place. A repeat guest on the show, Rob Beardsley, has spoken in several previous episodes where he talked about underwriting. He has since become an expert on this very complex issue, and it is always great to know guys like Rob, who is fluent in structuring deals and thinking outside the box. At only 23, Rob oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100 million of multifamily real estate.

Preferred equity is not something you tackle when starting out as a new syndicator. It comes with a large amount of added paperwork, legalities, due diligence, and much more. Today on the show we talk to a leader in this field, Ellie Perlman, founder of Blue Lake Capital. Ellie has over 10 years of experience in real estate investment, law, and property management. She started her career in Israel as a commercial real estate lawyer, leading commercial real estate transactions for Israel's largest development company. Later, as a property manager for one of Israel's most prominent oil and gas companies, she oversaw properties worth over $100M. Ellie leads Blue Lake Capital, which owns and manages multifamily properties across the U.S., with a focus on Texas, Florida, and Georgia. At Blue Lake, Ellie oversees the acquisitions and asset management of the company's portfolio. She is a Forbes author on real estate investing, the host of the podcast “REady2Scale,” and an avid real estate investing blogger. Ellie holds an MBA from MIT Sloan School of Management and a Bachelor's and Masters in Law from Bar-Ilan University in Israel. Stay tuned as we dive into what pref. equity means, the pros and cons thereof, tips on doing your first pref. equity deal, and more, with Ellie Perlman! Key Points From This Episode:Ellie shares more about herself and her background in real estate.She explains what pref. equity is and when one would use it.How investors feel being in 3rd position when returns are paid out and how she combats this.Ellie goes over some of the pros and cons of using pref. equity.Ellie's advice for doing your first deal with a pref. equity group.How to deal with net worth and liquidity when working with pref. equity groups.Whether or not Ellie would use pref. equity groups again in the future and why.Ellie's asset manager superpower: Attention to detail.Links Mentioned in Today's Episode:Ellie Perlman on LinkedInEllie Perlman on TwitterEllie PerlmanBlue Lake CapitalPassive Income Through Multifamily Real Estate Facebook GroupRedIQ

NYDFS to credit banks that finance "Climate Resiliency" projects in LMI communities. SEC Acting Chair delegates issuance of formal order of investigation to senior officials. Federal Reserve extends PPP exception for certain loans to bank officers, directors and shareholders. Firm settles FINRA charges for suitability violations. Broker-Dealer settles FINRA charges for inaccurate trade reporting. Effective date set for FRB to lower reserve requirement ratios to zero. Cadwalader Client & Friends Memo: New York Assembly Sponsored Legislation Proposes New Tax on Mezzanine Debt and Preferred Equity.

Questions? Comments? We love feedback! Email us at info@baishavaad.org 

Questions? Comments? We love feedback! Email us at info@baishavaad.org 

Questions? Comments? We love feedback! Email us at info@baishavaad.org 

In this episode, Kim Zar Bloorian and Yaakov Zar sit down with Ari Short of Arbor Realty Trust to find out more about whether if it really is the 'LEND' of the world as we know it. Based in Arbor's Manhattan office, Ari Short is responsible for originating Fannie Mae, Freddie Mac, FHA, SFR Portfolios, CMBS, Bridge, Mezzanine and Preferred Equity transactions nationwide. Since joining Arbor in 2014, Mr. Short has successfully grown a repeat client-base consisting of mortgage brokers and property owners, and has originated close to $1B in multifamily loans. Prior to joining Arbor, Mr. Short worked as a real estate broker at First Choice Realty in Boston, Massachusetts. Mr. Short graduated from Boston University's School of Management with a Bachelor of Science in Finance and Business Administration. To contact Ari Short, email Ari at ashort@arbor.com.

Today's episode is all about preferred equity — so we're going to try and keep it light and fun. Firstly, we talk about what equity is and how preferred equity differs from it — then, we get into common reasons for using preferred equity in a real estate or private equity deal. We also give some examples of the differences between it and common equity and explain why, more and more, we're seeing preferred equity in deals.Preferred equity may not be sexy — but it can be sexy when the payments are coming to you.Key Takeaways:[:13] About our topic today: preferred equity.[:55] What is equity?[1:40] The two types of capital: debt and equity.[2:29] An example of common equity in a real estate project.[3:49] What is preferred equity?[4:30] An example of preferred equity in a real estate project.[6:42] Why do we typically see preferred equity in deals?[8:00] Another reason for preferred equity.[9:16] Expect to see preferred equity in your future deals and do more research on the topic!Mentioned in this Episode:Capital StackPreferred EquityFor More on The Alternative Investor, Check Out:TheAlternativeInvestorShow.com See acast.com/privacy for privacy and opt-out information.