Podcasts about realty mogul

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization founded in 2007 with the goal of helping real estate investors network and learn in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Chapters 00:00 Introduction to Passive Investing with Jeremy Roll 01:04 Current Market Assessment and Its Impact on Passive Investments 06:04 Jeremy Roll's Background and Investment Journey 08:19 Learning Process and Networking in Real Estate 15:44 Diversification Strategies for Passive Investors 20:49 Cashflow Targets and Investment Strategies 23:27 Tax Abatement and Unique Investment Opportunities 24:59 Tax Abatement Trends and Future Outlook 28:41 Investment Strategies and Risk Management 31:44 Understanding Debt Funds and Economic Cycles 35:12 Essential Resources for New Investors 39:07 Key Due Diligence Questions for Passive Investors 42:37 Personal Insights and Future Aspirations RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

In 2020, everyone thought e-commerce would destroy retail shopping centers… But the investors who ignored that narrative and bought quality retail centers are now reaping massive rewards. Now, the same fear has created a historic opportunity in multifamily... …and the smart investors are paying attention. Today I sat down with Heath Binder from LBX Investments, who built a $725M retail portfolio when everyone else was scared… …are now finding incredible deals in multifamily… ...including a recent $90M mixed-use acquisition at pricing that would have been impossible just 18 months ago. Listen in as we discuss why the best investments often come from going against the crowd… Heath runs investor relations at LBX and previously worked at Realty Mogul during the early days of real estate crowdfunding. In today's episode, we break down: Why they avoided floating rate debt when everyone else embraced it How to buy from institutions that need to sell The unique opportunity in mixed-use properties right now What national retail tenants they target (and why) Plus, he shares how they're finding multifamily deals 250 basis points cheaper than 2022... If you want to learn how contrarian operators identify the next opportunity listen to the podcast now. Take Control, Hunter Thompson Resources mentioned in the episode: Heath Binder Website Email Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones. Whether you're an experienced investor or just getting started, this episode is packed with actionable insights to help you build wealth and diversify your portfolio.In this episode, you will learn:The tax implications of property sales, and how a 1031 exchange helps How to prepare for a successful 1031 exchange, including strategies to meet the strict identification and closing deadlines.What a Delaware Statutory Trust is (DST), and how it can provide diversification and a hands-off investment option.How Qualified Opportunity Zones (QOZs) work and their benefits, including tax deferral for non-real estate assets and tax-free appreciation after 10 years.The latest trends in real estate investing, including a discussion on the use of technology to optimize investment decisions.And more!Resources:Episode Transcript & Blog | www.realtymogul.com | stephen.haskell@realtymogul.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Season 1, Episode 12: In this episode of No Cap by CRE Daily, we sit down with Jilliene Helman, founder and CEO of RealtyMogul, to explore her entrepreneurial journey and the evolution of RealtyMogul in the real estate industry. Jilliene shares how her background inspired the launch of RealtyMogul, details the platform's first deal, and explains the three businesses that form its foundation. We discuss what RealtyMogul looks for in sponsors, the early days of crowdfunding, and the impact of the 2012 Jobs Act on real estate investing.    TOPICS 00:00 — Intro 00:47 — Jilliene's background and what led to creating RealtyMogul 02:19 — RealtyMogul's first deal 04:10 — What RealtyMogul is, and the 3 businesses that make it up 05:43 — The value RealtyMogul brings to the table 07:10 — What RealtyMogul looks for in sponsors 09:05 — The first iteration of RealtyMogul, and how it got crowdfunded 12:50 — How crowdfunding worked in its earliest stages 14:35 — What the 2012 Jobs Act changed, and what stayed the same 19:03 — How RealtyMogul handled capital calls 20:46 — What a REIT is, and why RealtyMogul got into them 23:20 — The future of RealtyMogul 25:26 — Why balancing investors and deals is so challenging 29:35 — What sponsors should be looking for 31:18 — The secret to RealtyMogul's longevity 32:34 — Jilliene's family background 34:17 — What Burning Man is like, and why so many successful people attend 37:50 — How Jilliene stays creative 39:23 — Jilliene's favorite travel destinations, and what she loves about Japan 40:43 — The potential of the new city being built outside San Francisco 43:40 — Why RealtyMogul is bullish on Columbus, Ohio 46:18 — The future of crowdfunding in real estate     For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/   Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily     About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate.     About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Doug Hebenthal is a seasoned technology leader with over 30 years of experience in various high-impact roles, including CTO positions at Realty Mogul, International Sports Sciences Association, and Knowable. At Knowable, he gained expertise in Machine Learning and Natural Language Processing (NLP) by developing a Contract Intelligence platform. His extensive career includes 21+ years at Microsoft, where he was a founding member of the Xbox team and led significant consumer and payment projects. He also spent time at Amazon, Change Healthcare, and Axiom, focusing on driving technological innovation, cloud adoption, and team building. Hebenthal excels at simplifying complex technologies to deliver customer value and has a strong track record of leading large-scale, impactful projects.

In the realm of modern leadership, Doug Hebenthal, Chief Technology Officer at RealtyMogul, champions a philosophy that resonates deeply: there's no singular smartest person in any room; rather, the collective intelligence of a team drives true success. Doug exemplifies this belief through his role at RealtyMogul, where he not only oversees technological innovation but also fosters a culture of collaboration and shared knowledge. His approach underscores the transformative power of embracing diverse perspectives and pooling expertise, essential in navigating the complexities of real estate investment technology. By enabling a culture where every voice matters and every idea contributes, Doug Hebenthal embodies how collective intelligence propels organizations like RealtyMogul towards continual growth and achievement.Here's more about Doug HebenthalI am a 30+ year veteran in the business and technology world, former CTO of Realty Mogul, CTO of International Sports Sciences Association and CTO of Knowable. At Knowable we built a Contract Intelligence platform where I gained a wealth of knowledge in Machine Learning, NLP, and what it means to unlock the data assets that are hidden in contracts.Previous to Knowable I was at Axiom as CTO for 15 months, 21+ years at Microsoft, 2 years at Amazon, 3 years at Change Healthcare. Founding member of the Xbox team at Microsoft, I was one of the earliest working on the Internet, Project leader on some of the largest consumer projects ever, Engineering Manager of very large consumer projects and one of the largest payment platforms in the world.My super powers are clearly identifying, understanding and driving very difficult, complicated and high impact projects. I am very good at simplifying complex technology into solutions that ultimately drive customer value. My leadership has had a direct impact on extreme scale projects that impacted millions of people. I am very good at building highly functional teams, and finding the perfect alchemy of talent, focus and teamwork to drive for results. My experience at Microsoft, ranging from Technical Sales, Marketing, Engineering, Project Management and Leadership has uniquely prepared me to have a significant impact in any number of different industries or companies.At Change Healthcare I helped lead the drive to substantial change in Healthcare and in particular leapfrogging the technology gap that exists by driving cloud adoption as an accelerator for solution modernization. Work I started there is still going strong and will forever change US Healthcare. I was a 2.5 year member of the Amazon Web Services CIO Advisory Board while driving the Cloud Platform at Change.Specialties: Leadership, Management, Technology, ML/AI, Cloud, Consumer Hardware, Consumer Software, Gaming, Healthcare, Mentoring, Commerce, Payments, Legal Technology and Team Building.

My guest is Nikki Gilbreth! Nikki is the Director, Business Development at North Capital Private Securities. She is responsible for establishing and maintaining relationships with institutional and retail investors. Prior to working at North Capital, Nikki worked at RealtyMogul as an Investor Relations Associate. Prior to that, she was a Financial Advisor with AXA Advisors. She graduated from the University of Utah with a B.S. in Business Finance. Nikki currently holds the Series 7 and 66 registrations. Social and Website: Linkedin: https://www.linkedin.com/in/nikki-gilbreth-a01632ab/ Website: http://www.northcapital.com Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: https://www.facebook.com/digitalniche... Linkedin: https://www.linkedin.com/company/digi... Instagram: DNA - Digital Niche Agency @digitalnicheagency • Instagram photos and videos. Twitter: https://twitter.com/DNAgency_CA YouTube: https://www.youtube.com/channel/UCDlz…

I had the honor of interviewing Aaron Halfacre, CEO of Modiv Industrial, where we got to chat about the manufacturing side of industrial real estate! 0:00 - Introduction 1:17 - A REIT focused on manufacturing space 5:01 - Manufacturing vs warehousing 11:35 - Breaking down manufacturing 17:47 - What an opportunity looks like 25:40 - Building vs Tenant 31:02 - Getting in touch with Aaron About Aaron: As Modiv's Chief Executive Officer, Mr. Halfacre is charged with crafting company-wide strategy, expanding our investor base and identifying opportunities for business growth. With his long track record of effective leadership and institutional-grade investing, he has sparked a new vision and direction for Modiv that prioritizes responsible stewardship, innovation and purposeful growth that drives value for our shareholders. A seasoned executive with over 25 years in the real estate industry, Mr. Halfacre has been involved in myriad REIT mergers and acquisitions transactions over the course of his career, totaling more than $17 billion in transaction value. His previously held positions include President at RealtyMogul, President and CIO of Campus Crest, and senior leadership roles at Cole Real Estate Investments, BlackRock and Green Street Advisors. Mr. Halfacre holds both Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) designations and earned a Masters of Business Administration degree in Finance from Rice University. Connect with Aaron: Modiv Industrial: https://modiv.com/ LinkedIn: / aaron-halfacre --

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

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

"What abundance means is you have more than enough. That means ‘your cup spilleth over,' and you can give to others. It's hard to feel generous when you're living a small life." ~ Vikram RayaWhat does it take to become a medical millionaire? And why do most physicians struggle with financial success and financial freedom? In today's inspiring episode – Rich Doctor, Poor Doctor – I share my five critical strategies for becoming a medical millionaire.Why do doctors feel poor? To answer this question, I'll be sharing my experience as a young MD and how I set about reverse engineering my financial freedom.I discuss asset accumulation, which you can even start while you're still in med school. I also cover how to be a time architect, as well as income versus net worth versus cash flow. Trust me, by the end, you'll understand exactly what it takes to go from feeling "rich but poor" to living an abundant dream retirement where your cup runneth over. As a bonus, I'm going to show you how to become a level five elite investor who can actually create your own investments that other people invest in. So tune in - your future self will thank you!Resources:- Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ - Check out my programs - https://vikramraya.com/programs/ - Group Coaching Now Open - https://www.freedom5doc.com/home58481126 Resources Mentioned:- CrowdStreet - https://www.crowdstreet.com/ - Realty Mogul - https://www.realtymogul.com/ - Yieldstreet - https://www.yieldstreet.com/ Connect with Vikram:- Website: https://vikramraya.com - Instagram: https://www.instagram.com/vikramraya/ - Facebook: https://www.facebook.com/Vikramrayamd - LinkedIn: https://www.linkedin.com/in/vikramraya/ -

Ben Miller is the co-founder and CEO of Fundrise, the largest direct-to-consumer alternative asset manager in the US. Under his leadership, Fundrise has grown to over 2 million active users and over $3 billion in real estate private equity, private credit, and growth-stage venture capital. Ben also serves as Chairman of the Board of three publicly-registered investment companies and, during his 25-year career, has acquired more than $8 billion of real estate assets, including 37,000 residential units and 5 million square feet of industrial and commercial space. (00:26) - Fundrise's journey to revolutionizing private market investing(8:13) - Benefits of end-to-end platform experience(12:49) - Growth-stage Venture Capital fund (Part I)(15:43) - Real Estate investment strategy(19:20) - Feature: Housing Trust SV (site) - Housing finance & public-private partnerships to create more equitable & affordable communities(20:31) - AI impact on Commercial Real Estate(28:14) - Macro trends impacting Real Estate(29:46) - Economy outlook for 2024(35:24) - Growth-stage Venture Capital fund (Part II)(46:25) - Long-term vs. short-term lessons(48:59) - Collaboration Superpower: Alexander Hamilton

Get ready for an electrifying ride in Part 2 of the Keynote Address from the Left Field 2023 Meetup! The audience comes in hot with burning questions, turning this episode into a rollercoaster of insights for savvy passive investors hungry for stability and growth.Jeremy Roll, a seasoned market observer, not only explores the current state of market investments and his strategies for the next decade but also shares invaluable advice on what LP investors should prioritize. Packed with wisdom, this episode is a must-listen for those seeking stability and growth, providing a roadmap to navigate the evolving investment landscape with confidence and strategic foresight.About Jeremy Roll Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Here are some power takeaways from today's conversation: 00:30 What to do when an operator isn't cooperating?02:56 The correlation of the quality of communication with the operator and the ROI04:49 If you negotiate $25,000 off the investment and will the operator walk away?06:30 How do you do background checks on operators?09:38 What is the cost of a private investigator?10:05 Do you need permission to perform background checks?11:22 What is his biggest pull back when investing?13:41 The impact of the fed on ATMs14:47 How often do you meet with the operator in person before a deal?16:11 Value add limited partner 18:21 How long does it take for him to evaluate a deal and how many deals does he have going on right now?20:04 Mobile home park investing23:26 Managing cashflow25:02 Thank you for watching This 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: Email: jroll@rollinvestments.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

Welcome to an extraordinary episode of Passive Investing from Left Field!If you attended the meetup in Left Field, this is your second chance to hear this informative episode, and if you didn't, well, you're in luck.Guest Jeremy Roll and I tackle the essentials of passive real estate investing. We delve deep into the importance of meticulous due diligence and the critical role of investment documents. He discusses the state of market investments for the next decade, his current investment strategies, and what LP investors should focus on. This episode is packed with insights for the discerning passive investor seeking stability and growth in their investments.About Jeremy RollJeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Here are some power takeaways from today's conversation: 00:07 Meet Jeremy Roll01:31 Tribevest 00:51 Insights into Market Trends03:38 Examination of Jeremy's Market Concerns for the Next 6 to 12 Months05:58 Factors Influencing Jeremy's Return to Investment07:56 Analysis of Defensive and Offensive Asset Classes10:13 Exploration of ATM Investments13:15 Negotiating Operational Agreement Changes with Operators15:15 Importance of Reviewing Deal Documents Prior to Execution18:20 Conducting Background Checks in Collaborative Ventures20:14 Reflection on Past Deal Challenges22:55 Understanding the Significance of Private Placement Memorandum (PPM)24:43 Pros and Cons of ATM Investments26:14 Future Projections for Multifamily Deals28:15 Speculation on Banks' Approaches to Loans and Property Foreclosures29:12 Identifying Promising Asset Classes for the Coming Years31:15 Navigation of Capital Calls in Investments This 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:Email: jroll@rollinvestments.com Avoiding 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

Today's guest, Lew Feldman, is a prominent figure in real estate crowdfunding and the founder of Heritage CRETech. Lew shares insights from his time in the world of real estate crowdfunding and his role on major advisory boards, discussing its current state, trends, and future prospects. Lew begins by examining the challenges and adaptations within the real estate crowdfunding industry, especially under the pressure of rising interest rates. He discusses on the performance of leading platforms like Fundrise, RealtyMogul, and CrowdStreet, highlighting how their business models and investor bases have responded to the fluctuating market conditions. This discussion provides a view of the sector's resilience and adaptability in the face of economic shifts. Our conversation then pivots to the broader real estate market, exploring the impact of increased interest rates and liquidity issues on financing options and Lew discusses the struggles facing sponsors and investors due to these challenging conditions. A significant portion of our conversation covers governmental interventions in the real estate industry. Lew elaborates on historical and current government programs, emphasizing their role in supporting and stabilizing the market during downturns. Additionally, he touches on the transformation of crowdfunding entities into broker-dealers, bringing more fiduciary responsibility and transparency to the industry. Venture capital's influence on real estate crowdfunding is another critical topic Lew addresses. He explores how this type of investment shapes the business strategies of crowdfunding platforms. Moreover, he provides predictions for the future of the sector, considering the ongoing economic and regulatory changes. Lew also discusses sustainable development initiatives and contrasts publicly traded REITs with private real estate markets, highlighting their differences in liquidity, transparency, and market responses. Concluding with his predictions for the commercial real estate market in 2024, Lew offers a unique and informed perspective on navigating the complexities of today's market. This podcast is a must-listen for anyone interested in real estate crowdfunding, market analysis, and strategic investment planning in the real estate space. **** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our free newsletter here. 

Diversification isn't just good investing wisdom - it's essential to survival. At least, according to Jeremy Roll.  Jeremy has been investing in real estate for over two decades. He's the founder and President of Roll Investment Group, where he manages a group of over 1,500 investors.   So what secrets have helped Jeremy go from working in the corporate world before 2007 to being invested in more than 60 opportunities across more than $1 Billion worth of real estate and business assets?  Listen to find out.  Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. During our conversation, Jeremy also shares:

Diversification isn't just good investing wisdom - it's essential to survival. At least, according to Jeremy Roll.  Jeremy has been investing in real estate for over two decades. He's the founder and President of Roll Investment Group, where he manages a group of over 1,500 investors.   So what secrets have helped Jeremy go from working in the corporate world before 2007 to being invested in more than 60 opportunities across more than $1 Billion worth of real estate and business assets?  Listen to find out.  Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. During our conversation, Jeremy also shares:

In this episode of Passive Income Pilots, Tait and Ryan interview Jeremy Roll.Jeremy started investing in real estate and businesses in 2002, and left the corporate world in 2007, to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1B worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007, with the goal of facilitating networking and learning among real estate investors in a strict, no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California, with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy shares how to snowball a passive income of $150-300 a month into replacing a full-time income of $30-50,000 a month and the tax benefits that come with it. Jeremy is a very technical investor who diversified across different asset classes, including office, retail, industrial, storage, RV parks and mobile home parks.  Enjoy the show!Show notes:[05:06] Passive real estate investing[07:27] Turning active income into passive income[08:45] How Jeremy started[11:21] What went into his first investment[14:19] What would Jeremy do differently with the knowledge and experience he hasnow?[18:25] Diversification[21:31] Investing in individual ATMs[23:06] Giving up control[26:31] Top deal killers[33:06] How to learn about underwriting[36:20] Crowdfunding[38:05] The difference between private and public securities[43:19] Jeremy's favorite investment[46:58] Tax rates[48:41] What Jeremy did at the beginning[50:35] His advice to those  planning to leave the corporate world[51:46] How to connect with JeremyConnect with Jeremy Roll:Email: JRoll@RollInvestments.comLinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing....

Eric Chadderdon & Stace Caseria talk about ways to network and gain credibility while making use of all tools necessary for being successful.Join our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.instagram.com/diary_of_an_apartment_investor This episode originally aired on December 12, 2022----Your host, Brian Briscoe, has been a general partner in 655 units worth $50 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on LinkedIn----Eric Chadderdonis one of the Founders and Managing Partners with Gibby's Capital  Investments, a real estate investment firm headquartered in Houston, Texas. Having grown up in and around real estate in Oregon, primarily in single-family, he later saw the transition to multi-family investments being the way of the future for him and his family. Eric has a Bachelor of Science in Health Science Studies and also General Business from Boise State University. He's made some of the strongest partnerships with other fast- moving, calculated, and successful real estate investment entrepreneurs. He frequently shares his experience and knowledge with other Multifamily operators and students looking to enter the multifamily investment space by participating with the Multifamily Mindset's educational program and 3-day training workshops.  Connect with Eric: https://bit.ly/3FIxvSF----Stace Caseria Stace Caseria is an active and passive real estate investor with properties in the US Southeast, Texas and Northeast  He has been part of 3 syndications as an LP, and is currently lending private money. He is the founder of Trust Deep Branding Agency (www.trustdeepagency.com) and an award-winning writer and branding expert with 20-years of experience. He got his start at MAD Magazine in the 90s and has since created communication content and strategy for brands like RealtyMogul, Bose, Delta Air Lines, Panasonic, Vail Resorts, and others. He's been investing in real estate for more than 20 years, and is currently both an active and passive investor.Learn more about him at: https://www.linkedin.com/in/stace/

Are we heading into a recession or are we already in it? No matter the answer, a downturn, says Jeremy Roll of Roll Investment Group is part of an economic cycle and therefore, to be expected. One strategy that we, investors, can build against the negative effects of a down cycle is to educate ourselves about economic and market data, analyze the interplay of factors, and dive deep into the headlines and news to get the real essence of the messages. Only with an educated mind can we make sensible decisions about investing.   Join us in today's episode as Jeremy goes into detail about where the real estate market is heading given the present economic conditions and the feds' regulation of the financial system. He offers action steps to investors who want to protect and grow their investments in a recession. Learn why even as a passive investor, Jeremy spends tremendous efforts studying and analyzing the market. Find out what's in Jeremy's daily reading list, the key to his mental sharpness, his warning when reading and interpreting headlines, and more. Click now!   Key Points from This Episode: Jeremy shares his personal background and upbringing. Jeremy's prediction about another downturn for the real estate market. How long the next down cycle will last and how to strategically position investments. What to expect after the next down cycle has passed? Will the rules of the economy change as far as the role of the Federal Reserve is concerned and the supremacy of the dollar as the global currency?  Jeremy's outlook on the trajectory of interest rates and cap rates. Jeremy's advice for passive investors who want to protect and grow their capital in the current environment. Should investors demand a premium on yield in the current environment? As a passive investor, why does Jeremy exert immense effort studying and analyzing the market? What reading resources does Jeremy consume to aid his market study and analysis? Jeremy's advice on reading and interpreting headlines. What role does mindset play for Jeremy? What's the key to Jeremy's mental dexterity that allows him to distill complex data and be able to make sharp decisions? Jeremy answers the Rare-Air Questionnaire.   Tweetables: “There are always deals out there. And if you're not going to be open-minded to them, you're gonna miss opportunities.”- Jeremy Roll   “Always look for unique opportunities to shield you from a potential downturn.” - Jeremy Roll    “As an investor, I like to see a spread between the cap rate and the interest rate for positive leverage.”- Jeremy Roll   “I work very hard to keep on top of all this because the pressure is on me to get this right so that I'm avoiding the landmines. If I got it wrong, I'm gonna lose all my money in a downturn.” - Jeremy Roll   “You have to get educated enough to look at the real data and not necessarily what the media is telling you so that you're making the right investment decisions.”- Jeremy Roll   “Look at the data and let the data make a decision for you and stay away from emotional decisions.”- Jeremy Roll   “I've been waiting for this downtrend to come for a long time. And now it'll be much more clear sailing for me to participate again. But it takes a lot of discipline to know that the cycle is going to come to avoid getting caught up on the rest of it.”- Jeremy Roll   “There's a certainty of cycles; it's eventually going to happen.”- Jeremy Roll   “If you're standing still, you're falling behind on being able to make the right decisions.“ - Jeremy Roll   Links Mentioned:   Send an email to Jeremy Roll For Investors By Investors (FIBI) Drudge Report Calculated Risk Zero Hedge Shadow Government Statistics Richard Dad Poor Dad by Robert Kiyosaki Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert Kiyosaki CF Capital   About Jeremy Roll Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is an investor in more than 70 opportunities across more than $1 billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash-flowing investments in real estate and business. He's also the co-founder of For Investors By Investors, a nonprofit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 27,000 members. He has an MBA from the Wharton School, is a licensed California real estate broker for investing purposes only and is an advisor for RealtyMogul, the largest real estate crowdfunding website in the US.

Take control of your future by listening to this episode in which Jeremy Roll outlines how understanding market cycles and timing, successful investment habits, and recession-resistant investing may help you gain much knowledge. So, whether you're an active or passive investor, this podcast is for you!WHAT YOU'LL LEARN FROM THIS EPISODE Top real estate investments with predictable cash flow returnHow to know if a market cycle has reset?Secrets of a successful investorWhy you shouldn't invest in volatile housing markets right nowValuable investing lessons from a successful investorInvesting tips for low-risk passive investorsABOUT JEREMY ROLLJeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets.  He is the Founder and President of Roll Investment Group and the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. CONNECT WITH JEREMYEmail: jroll@rollinvestments.comCONNECT WITH USTo book an exclusive FREE consulting session with Tate or to view his current investment offerings, please go to www.investwithgreenlight.com.Want a list of top-rated real estate conferences, virtual meetups, and mastermind groups? Send Tate an email at tate@glequitygroup.com to learn more about real estate using a relational approach.Special Announcement! Tate's brand-new audiobook "F.I.R.E.-Financial Independence Retire Early Through Apartment Investing" is downloadable! Go to: Green Light Equity Group: http://www.investwithgreenlight.com/.Do you have difficulty underwriting deals? Never worry about getting your numbers wrong with Real Estate Lab, a cloud-based platform for investors. Sign up at https://www.realestatelab.com/ using the promo code TAG2 to get 10% off your first 12 months. Automate your acquisitions and underwriting like a boss now!

Some might say that Retail Real Estate Industry has been hit hard in recent years, but this could not be further from the truth. In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Heath Binder strip away a lot of the noise and correct the narrative regarding Retail. Heath shares that although e-commerce sales have been increasing, they could not replace the need for a physical store that gives a different kind of shopping experience.   In this episode, Heath talks about:   Heath, after reading The Economist Cap rates in the retail sector The truth about the retail apocalypse narrative LBX Investment's particular type of geographic market Evaluating the quality of tenants and so much more!   About Heath Binder:   Heath Binder manages Investor Relations for LBX Investments. In this role, he oversees investor relationships with both high net worth and institutional capital, financial reporting, and marketing efforts for LBX.   Heath has 16 years of experience in commercial real estate and financial services. Prior to joining LBX, he managed investor relations for Big V Capital and previously for RealtyMogul.com.   Prior, he worked with ultra-high net worth real estate investors at Barclays Wealth in Los Angeles. Previously, he began his real estate career with Colliers in 2002, then worked as an equity REIT analyst at UBS.   Heath has an MS in Real Estate Finance from New York University.   Follow Heath Binder on:   Website:          https://www.lbxinvestments.com/ Email:              heath@lbxinvestments.com     Connect with Mo Bina on:   Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/ YouTube:        https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram:        https://www.instagram.com/highrisecapital/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index        

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

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

In this Topical Tuesday's episode, I spoke with Philip Block who is a managing partner at LBX Investments, which is a a diversified commercial real estate investment firm that invests primarily in Retail retail estate. Prior to launching LBX, he was a partner at Big V Capital and a Senior Managing Director at Realty Mogul. Be sure to tune in if you're interested in learning about: Why Retail assets with longer term leases might be a better inflation hedge than you think How his contrarian view on asset classes and markets has allowed him to unlock opportunities How the risk profile of Retail real estate compares with multifamily The impetus behind some of his recent acquisitions being located in Midwest markets To your success, Tyler Lyons Resources mentioned in the podcast: 1. LBX Investments 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

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

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets. In this episode, we talk with Jeremy Roll, Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI). This non-profit organization was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California, with over 27,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the US's largest real estate crowdfunding website. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Jeremy talks with us about why he started investing in passive cashflow opportunities and the difference in real estate syndication now versus when he first started. He shares how he manages his investments, the importance of diversifying your investments, and the pros/cons of passive investing. Watch this episode with the incredibly knowledgable Jeremy Roll and learn how you can achieve success in your investing career! ----------------------------------------------------------------------------------------------------------------------- I learned at a young age that people do not really care about you. They only care about what you can do for them. Then I thought, how could I leverage that into helping me build a career. I said early on when I started selling real estate that I wanted to be where everyone came for information, and I would sell real estate along the way. Well, so far, that has worked out really well. As I close in on 1 billion in real estate sold, I am proud to announce that I am just getting started. We are excited to roll forward to next year and the next and the next by providing the value people look for, by giving them information and helping them out when they need it, and selling a little real estate along the way. Let's learn together. Yes, together, I want to learn from you as well.

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

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

Jilliene Helman is the Founder and CEO of RealtyMogul, an online marketplace for investors to invest in institutional quality real estate. To date, investors have invested over $750 million, in over $4.1 billion of real estate on the RealtyMogul platform.  Learn More About Jilliene Here: RM Technologies LLC.-  https://www.realtymogul.com/  Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 15 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

Episode 110: Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. He is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment.FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.For today's episode we will cover: [ 00:00 - 04:10] Opening Segment.Getting to know Jeremy Roll. [ 04:10 - 15:06 ] What to look for in asset classes before investing passively.Relying on predictability.Opportunities in the different classes.Being cautious of the current market.Why you shouldn't stop investing.Be in line with your investing thesis.When you should start investing, [ 15:06 - 27:35 ] Jeremy's 3 current buckets in finding assets.Unique properties with unique pricingShort term opportunitiesWhy Jeremy doesn't invest in cryptocurrency.Looking at the asset prices and predictability.Investing In ATM's. [ 27:35 - 32:45 ] Why there might be a coming economic downturn.Why Jeremy sees a coming economic downturnWhy it is inevitable because of 2020 and the Ukraine-Russia Situation [  32:45 - 41:15 ] Knowing where you are in an economic cycle.The most liquidity is by the end of an economic cycle.What to think about before investing.Finding the right fit to your personality before investing. [ 41:15 - 48:50 ] Buying assets with Debt nowLower cap rates in the next 2 to 5 years.Invest now if the cash flow is good enough.Projected timeline of seeing the impact.Assuming that real estate will adjust slowly.Looking at the yield curve for the next 5 to 10 years.The upcoming inflation rate. [ 48:50 - 51:54 ] Closing SegmentRapid fire questions for JeremyHow to reach JeremyTweetable Quotes: Connect With Guest:SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!    Invest with us! Check out Blue Oak Investments  Cody on LinkedIn, Facebook, and Instagram J

From investment banking to venture investing to founding a fintech company, Tracy McWilliams shares how she's fighting fragmentation to help investors find and evaluate startups. Tracy McWilliams created Jaspy because she noticed an enormous gap between corporates and early stage companies. As the founder and CEO of Inspire Global Ventures and a former investment banker, Tracy is passionate about both investing and entrepreneurship and wants to simplify the investment process for people interested in funding startups. In this episode, Tracy breaks down the key factors that contribute to a successful startup, including criteria to look at when evaluating a potential investment. She also talks about the idea that anyone can be an entrepreneur, and she shares advice for founders who want to pivot but aren't sure if the timing is right. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. Key Insights: * The problem with early stage investing * Careers are not linear * Characteristics of a great entrepreneur * How to pivot the right way * Advice for investing in startups Guest Bio: Tracy McWilliams is an investor, board member and advisor to teams, technologies and firms that disrupt their industries. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. As an investment banker, Tracy rapidly advanced inside of corporate financial services firms, financing debt and equity for corporates, government agencies and manufacturers. She was the founder of Heritage Capital, CEO of Heritage Advisory, and served as a banker at Kemper Securities before leading a private family trust. Tracy has invested in and advised a portfolio of 20+ companies in financial technology, real estate technology, artificial intelligence, and crowdfunding industries. Companies include: PayForward, Crowdstreet, Realty Mogul, Wavemaker Labs, Potrero Medical and PopID. Tracy invested in the seed round and served as an advisor to Random Forest Capital, which was purchased within 18 months from inception by Franklin Templeton. She serves as an advisor and board member to numerous early stage founders and established the Early Stage Leadership Council to connect early stage companies with communities and governments where they operate. Tracy earned a bachelor's degree in business finance from the University of Southern California. Resources: Real Wealth Real Health Alpha Investing [odcast@alphai.com Inspire Global Ventures Jaspy Learn more about your ad choices. Visit megaphone.fm/adchoices

We all have different investment styles, and we feel it's important to learn about the motives behind various approaches. Our guest today certainly has a more bearish approach than our bullish take on things, and today, he talks us through his thought processing when it comes to committing to an investment. Jeremy Roll started investing in real estate in 2002, and in 2007, he left the corporate world to become a full-time passive cash flow investor. He is the President at Roll Investment Group, the co-founder of For Investors by Investors, and is an advisor for Realty Mogul. In this episode, Jeremy shares his greatest concerns, pertaining to the current multi-family market, and his data-driven approach to risk assessment. We find out why he is sitting on the fence when it comes to regular multi-family investments in the current climate, which opportunities he feels comfortable seizing, and when he might dive back into his principal field of interest (namely, multi-family). We discuss the effects of the impending increase in interest rates and inflation, as well as population migration and cap rate adjustments over time. Tune in to find out what will happen in the case of a recession, how to ensure you have enough padding if things go south, and so much more!Key Points From This Episode:Introducing Jeremy Roll and the work he does.How Jeremy became a passive cash flow investor.What he bases his biases on when it comes to asset classes and markets.What his greatest concerns are, pertaining to the current multi-family market.Why he predicts an increase in interest rates and what that means for multi-family investors.The true inflation percentage and the likelihood of rapid property devaluation.Why Jeremy is taking a bearish approach to investing in 2022.How rent prices in Arizona are being adjusted according to inflation.Why you should take population migration into consideration and analyze specific markets.The three tiers of opportunities Jeremy is comfortable with investing in at the moment.Why Jeremy invests in ATM machines.Where his interest truly lies in terms of asset classes.Under what conditions Jeremy will dive back into regularly investing in multi-family.Predictions of cap rate adjustments.What generally happens in the case of a recession.The effects of a lack of liquidity on the lending side.An example of how to ensure padding if things go south.Links Mentioned in Today's Episode:Jeremy Roll on LinkedInJeremy Roll EmalFor Investors by InvestorsRealty MogulKen McElroyAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YoutubeGary Lipsky on LinkedInBest in ClassGarzella Group

Join co-hosts Richard Coyne & Bill Zahller as they interview guests who left a successful career to pursue a different path on the Road Less Traveled Show! In this episode, we spend time with Jeremy Roll!  Jeremy worked in the marketing and finance world working for companies like Disney and Toyota.  Jeremy later left to be a full-time passive investor!   A bit more about Jeremy: Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learn among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.   Contact Jeremy:          LinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/ Email: jroll@rollinvestments.com   Contact Bill Zahller Phone: 828-275-5035 Email: Bill@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/billzahller   Contact Richard Coyne Phone: 404-245-9732 Email: Richard@ParkCapitalPartnersLLC.com LinkedIn: linkedin.com/in/richardjcoyne   If you would like to learn more about: How Park Capital Partners connects investors with passive income-generating opportunities through real estate, Our Park Capital Value-Add Fund (a 506c fund), or The Park Capital Partners Foundation, Inc. (a 501(c)3 non-profit). please contact Park Capital Partners LLC in the following ways:    Website: ParkCapitalPartnersLLC.com Email us: info@ParkCapitalPartnersLLC.com Facebook: https://www.facebook.com/ParkCapitalPartners/ Linkedin: https://www.linkedin.com/company/park-capital-partners-llc/   Music by Aliaksei Yukhnevich/Jamendo. Audio and Video production by Kerry Webb.   If you would like to be a guest on our show and have a “path change” story, please reach out to Richard at Richard@ParkCapitalPartnersLLC.com.  We would love t

It is our honor to have Mr. Jeremy Roll on the Elevate Your Equity podcast! Jeremy's experience in seeking out alternative investments is peer-to-none. Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.Learn more about Jeremy and his business by connecting with him on LinkedIn https://www.linkedin.com/in/jeremy-roll-655107. You can send him an email and ask him investing questions at jroll@rollinvestments.com.What book has had the biggest impact on you and why?Cashflow Quadrant by Robert KiyosakiIf people wanted to be JUST like you, what is the first actionable thing they could do to follow in your footsteps? Start learning one asset class first that you relate to best and learn as much as possible.What small thing/s do most people not know about you?I'm a Canadian citizen, spent half of my life in the US and half in Canada.How do you like to unwind and restore your own creative juices? Driving at night when the roads are not busy.Favorite vacation spot?Cabo, Mexico If you really enjoyed this content and are looking for more, you can continue to learn more about us in several different places for free!on our website for blogs & other podcast interviews! elevateequity.orgour YouTube channel! youtube.com/channel/derekcliffordour book/audiobook! amazon.com/dp/ebookIf you'd like to have a FREE copy of our 7 Ways Commercial Real Estate Syndications Protect and Build Wealth, simply click the link below. We are here and vested in your long-term success! elevateequity.org/7waysEbook

Christopher Rising is Co-founder & CEO of Rising Realty Partners Estate and manages their day-to-day business activities while also serving on its Investment Committee. Drawing on his experience as Senior Vice President, Asset Transactions at MPG Office Trust, Inc., Chris is skilled at managing acquisitions and creative development. He is a current member of the Pasadena Chapter of the Young Presidents Organization and is a member of the Board of Overseers at Loyola Law School and a member of the board of RiverLA. Chris received his J.D. Law, Real Estate from Loyola Law School and his B.A. in History and Political Science from Duke University.   Chris joins me on the Realty Mogul podcast to share his insights into sourcing great acquisitions in office and industrial real estate and why he is passionate about leveraging technology in the sector. He discusses what he loves about the industrial space and why Rising Realty made the leap from office to industrial. Chris also dives into his post-COVID-19 predictions for office real estate, his belief that they will become hubs for teams as opposed to rows of cubicles.   “There's great real estate all across the country, and you got to be a sharpshooter — you have to understand what you don't know and hire for that.” - Chris Rising   This week on The Reality Mogul Podcast: Why Chris moved from law into real estate and how his family background impacted his decision Chris' vision of building a company that was technologically forward and how that vision has evolved over the last 18 months Chris' theory of investing in office space — what he is looking at when underwriting office lease rates What Tenant Improvements (TI) and Leasing Commission (LC) are and how they affect Rising Realty's decision to invest in office space Who is making the decisions on where companies position their offices in 2021 and why it's changed Why Chris believes that the office isn't dead, even after the COVID-19 pandemic how to find the ‘great bones' of a building The supply and demand of office real estate and whether you are better off in a growth market with a lot of supply and the economic potential to make development attractive Markets that Chris is bullish on in office real estate and those he is more cautious about How Chris is taking his expertise in office real estate and bringing that to industrial Chris' predictions of how industrial and office real estate markets will look in 5-10 years   Connect with Chris Rising: Rising Realty Partners Website Rising Realty Partners on LinkedIn Rising Realty Partners on Instagram   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter      

In this episode of The Propcast, Louisa talks with Roger Smith, CEO of TermSheet, about how productivity in real estate deals can be maximised through centralised data, workflows and collaboration tools to bring together all functions of a  firm, saving time, increasing efficiency and extrapolating data in meaningful ways.    Companies Mentioned Fundrise https://fundrise.com/ RealtyMogul https://www.realtymogul.com/  CrowdStreet https://www.crowdstreet.com/  Platform Ventures https://platformventures.com/ CRE Tech https://newyork.cretech.com/  Lincoln Property Company https://www.lpc.com/   Shoutouts Michael Beckerman, CRE Tech https://www.linkedin.com/in/michael-beckerman/  Eric Roseman, Lincoln Property Company https://www.linkedin.com/in/eric-roseman-ab010912/  Jordan Kovalsky, Faropoint https://www.linkedin.com/in/jordankovalsky/  Jacob Emery, Lincoln Property Company https://www.linkedin.com/in/jacob-emery-8037a7b1/    Key Highlights from this Episode The power of Excel and the excessive use of Excel is interesting, but like the amount of insight and data that's generated, because of my data background, like generated in those Excel spreadsheets is massive and it's untapped right now. - Roger first and foremost, our core problem we're trying to solve is to build workflows that help real estate professionals manage their deals better. - Roger So our purpose is really to help them surface insights from their own data. Not necessarily for us as a company to surface insights from their data. - Roger What we're hearing on is like platform fatigue, where I have to go to all these different places to understand one thing. - Roger When you build a tool inside a private equity firm, it's great because you have access to all the problems. But that's not great because you think the world thinks exactly like that. - Roger   About our Guests   Roger Smith https://www.linkedin.com/in/rogesmith/ Roger Smith is the CEO of TermSheet, which he co-founded in 2020. He is a seasoned entrepreneur with extensive experience in technology companies and deep roots in proptech. Prior to founding Term Sheet, Roger served as Chief Technology Officer for a real estate-focused private equity firm based in Kansas City. He was responsible for the creation and maintenance of internal, advisor-facing,and investor-facing technology systems. Previously, Roger was chief technology officer at Groundbreaker, Inc., where he built the firm's white-label real estate crowdfunding product, which powers a number of current applications. Prior to Groundbreaker, Roger was lead engineer for PlotWatt, Inc., a start-up energy disaggregation technology company, growing the client base from zero to several thousand. Roger earned a Bachelor of Science in Math and Computer Science from the University of North Carolina at Chapel Hill, was a Researcher in Duke University's Computational Neuroscience Laboratory, and earned a Master of Science in Machine Learning from Columbia University.   Sahil Rattan https://www.linkedin.com/in/sahil-rattan-88389b15a/ Sahil Rattan is the COO of TermSheet, which he co-founded in 2020. He spent the early half of his career focused on real estate private equity covering diverse transactions on both the acquisitions and asset management side.  He spent the latter half doing technology investment banking in Deutsche Bank's San Francisco office focusing mergers and acquisitions, and debt/equity capital raises for leading software businesses. He holds a Bachelor's degree in economics from the University of Southern California where he graduated with honors.   About Our Host Louisa Dickins https://www.linkedin.com/in/louisa-dickins-ab065392/?originalSubdomain=uk Louisa started her career in property working at a well-known estate agency in London. Realising her people skills, she moved over to Lloyd May to pursue a career in recruitment. She now is a Director at LMRE, who are a specialist recruitment firm driven by PropTech and recruitment professionals, and Louisa oversees their 5 core areas. Louisa co-founded LMRE and provides a constructive recruitment platform to the new disruptors in real estate. Louisa is also on the board of Directors at UK PropTech Association (UKPA).   About LMRE www.lmre.tech LMRE believe there is a better way to recruit. LMRE focus on a more comprehensive, client led focus delivering exceptional talent to the place at the time. They are passionate about the industry and passionate about people's careers. LMRE spend time with each client to become and an extension of the business, and their transparency and core values help them grow with the sector. LMRE simplify recruitment and innovate with our clients and evolve the people driven, PropTech community.

Dave Eisenberg is the founder, and Managing Director of Zigg Capital, a venture capital fund focused on the real estate and construction industries. He invests in companies that provide novel software and hardware solutions to the real estate industry or that create new uses of space entirely. Before founding Zigg Capital, Dave was the global Senior Vice President of technology at CBRE Group, which he joined due to their acquisition of Floored, which Dave also founded. Dave graduated from Harvard with a degree in psychology and lives in Manhattan with his wife and two daughters.   Dave joins me on the Realty Mogul podcast to talk about what Zigg Capital is, what they're doing, their core focus, and why they are exclusively looking for technology-based businesses. He also educates us on the different buckets that PropTech investments fall into, from Software as a Service (SaaS) to transaction platforms and hardware companies. Dave also describes just how much net new activity there is in the broader PropTech ecosystem and shares the PropTech niches he is most excited to see develop over the next 10-20 years.   “There's a lot that's working against you when you're a startup: no one's heard of you, you have no brand, but what you have is you have the ability to take risks that are hard for big companies to take for fear of cannibalizing existing profit streams. You are also able to build on very, very modern infrastructure.” - Dave Eisenberg   This week on The Reality Mogul Podcast:  Dave's career trajectory so far and how his previous fascinating roles led to him founding a capital venture fund Why Dave believes that startups are better suited to innovate in the PropTech world than large companies How Zigg capital sets itself apart when working with entrepreneurs and the competitive advantage it gives them Why Dave thinks that artificial intelligence is going to impact real estate Some clear applications for upcoming PropTech Why the innovation in the broader real estate ecosystem inspired Dave to start his own fund How cryptocurrency will impact the real estate industry over the next 20 years   Connect with Dave Eisenberg: Zigg Capital Website Dave Eisenberg on LinkedIn Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

Title: Predictable Cash Flow with Jeremy Roll   Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.   Let's tune in to his story!   [00:01 - 04:29] Opening Segment   Get to know my guest Jeremy Roll Jeremy shares how he found the best investment for him  Taking the risk and leaving his corporate career   [05:44 - 11:20] Passionate Passive Investing   Full-Time Passive Investing Jeremy talks about why he chose full-time passive investing Jeremy shares why he is passionate about passive investing A responsibility to help the next generation Minimizing everything else and helping people   [11:21 - 24:06] Predictable Cash Flow   Real estate versus the stock market Predictability, cash flow, and maximizing everything Cash flow metric for success The Dangers of Quick Compounding Return How to Manage Over 60 Assets Simultaneously Finding deals through networking Missing other deals by just focusing on 506c How to Start Networking Jeremy's investment philosophy   [24:07 - 25:51] Closing Segment   Final words Connect with my guest, Jeremy in the links below   Resources Mentioned Meetup.com   Tweetable Quotes   “A lot of stuff I invest in ends up [going] towards money that is helping people.” - Jeremy Roll   “You just never know when to find a deal and it takes a lot of work… Networking has always been the number one way for me.” - Jeremy Roll   “I give up control in place of diversification.” - Jeremy Roll   ------------------------------------------------------------------------ Reach Jeremy through jroll@rollinvestments.com and LinkedIn WANT TO LEARN MORE?   Connect with me through LinkedIn   Or send me an email sujata@luxe-cap.com    Visit my website www.luxe-cap.com or my Youtube channel Thanks for tuning in!     If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!  

Larry Bond co-founded Bond Companies along with his brother Robert Bond in 1987 and serves as its Chairman. The company has won dozens of awards for its innovative developments throughout the United States. Larry has been developing mixed-use properties for more than twenty years, including the award-winning, Sunset & Vine, a 750,000 square foot mixed-use project in Hollywood at the intersection bearing its name. Sunset & Vine won more than a dozen national awards, including “Project of the Year,” “Best Urban Mixed-Use Project,” “Best Urban Retail Center,” and “Best Residential Project.” This includes the highly coveted “Golden Nugget” award for best real estate development. Bond Companies has offices in Los Angeles and Chicago, and Larry heads up the Los Angeles office.   Larry joins the Realty Mogul podcast to discuss how Bond Companies acquire the land for their developments, the attributes they are looking for, and how they take their first steps with a project. He shares how the company determines the best use for locations in terms of choosing to build mixed-use, multifamily housing, or multi-family with retail or office space. Bond Companies was founded in 1987 and since then has won many prestigious real estate industry awards, so Larry also discusses where they see themselves going in the future.   “One of the ways to create hidden value is literally diving into the details.” - Larry Bond   This week on The Reality Mogul Podcast: How Bond Companies find the neighborhoods that are ripe for development and their vision for pre-gentrified locations Whether they are making different decisions post COVID for their developments Why they have a tenant avatar in mind when building a development How Bond Companies dig into the detail of zoning regulations to determine the possibilities for specific locations Larry gives a breakdown of the steps needed to bring a successful real estate development to fruition How Larry got his start in retail development The timelines and financing of Bond companies developments   Connect with Larry Bond: Bond Companies Website Larry Bond on LinkedIn   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

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

Jared Morgan has served as Senior Vice President, Head of Acquisitions at Four Springs Capital Trust in Maryland since August 2016. He supports the real state investment trust in acquiring and managing a diversified portfolio of single-tenant income-producing commercial properties. Jared has 27 years of real estate underwriting acquisitions and dispositions experience, with over 15 years of experience in the net lease sector. Jared was also the former Vice President of Acquisitions at Spirit Realty Capital, where he originated and acquired retail, industrial special use.   In this episode of the Mogul Insights podcast, Jared Morgan shares the central principle he keeps in mind when making a retail sector purchase with Realty Mogul's CEO Jilliene Helman. He discusses terms and whether he currently favors long terms left on leases or whether he's willing to take the risk if there are only a few years left remaining on the lease term. Jared also shares some case studies of recent deals that he has bought and the key tenants of those deals from both a credit perspective and a real estate fundamentals perspective   “You've got to always go back to real estate fundamentals. It's, you know, it's what we do with what we buy. It should be the first and the last metric you're looking at when you're making decisions.” - Jared Morgan   This week on The Reality Mogul Podcast: What are the key factors that have driven people into the net lease sector, recently Why Jared favors playing close attention to the data and proxy metrics to inform investment decisions, particularly in the medical sector What the true fundamentals of real estate are, and why investors need to be keeping them at the forefront of their mind Whether Jared is investing in medical deals today and why Industrial sector deals right now where Jared can generate a risk-adjusted return that meets his thresholds Credits that Jared is explicitly avoiding at the moment and the kids of companies that he is wary of currently What's next in terms of deals that Jared has on the table and the geographies he's looking at   Connect with Jared Morgan: Four Springs Capital Trust Website Jared Morgan on LinkedIn Four Springs Capital Trust on Facebook   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

Diane Batayeh is the Chief Executive Officer of Village Green Holding LLC, and plays a pivotal role in the development and implementation of their business plans and strategic initiatives. She is an example of Village Green's "Promotion from Within" philosophy joining Village Green Holding in 1980, as a part-time sales consultant before eventually becoming the Chief Operating Officer and a Board Member in 2011, then President/COO, and ultimately Chief Executive Officer in 2017. Diane and Village Green firmly believe in the upward spiral of good fortune and are proud to support various charitable causes, including Ronald McDonald House Charities and the Live Like Roo Foundation.   Listen in as Realty Mogul's CEO, Jilliene Helman, and Diane Batayeh discuss the value of working in and having an intimate understanding of all facets of a business and why Diane spent her whole career as one company. They consider the best practices in property management in the current climate and whether owner-operators are more reliable and effective than third party operators in getting problems resolved. Diane also shares a little about her role on the NMHC Executive Board's Executive Committee and gives us a macro perspective on what she anticipates the coming months holding for real estate.   “Get comfortable being uncomfortable. You never know where life will take you.” - Diane Batayeh   This week on The Reality Mogul Podcast: ●      What led Diane into becoming a part-time leasing agent for Village Green Holding ●      How she is keeping her employees motivated and focused both in regular times and in these challenging times ●      Why she is an advocate for servant leadership ●      The biggest mistakes property managers make and how to overcome them ●      The crucial 4 Ps and how to use them to manage well ●      Evolution of Village Green Holdings and why they value the family feel of the business ●      The impact of the property manager on the collections rate ●      Ways Village Green Holding have they changed their practices in light of COVID-19 ●      The impact of technology and virtual leasing on their business and how they have protected their online security ●      How underwriting has changed over the last six months ●      How Village Green Holdings are managing bad debt in different asset classes   Connect with Diane Batayeh: Village Green Holdings website Diane Batayeh on LinkedIn Village Green Holdings on Facebook Village Green Holdings on Instagram Village Green Holdings on Twitter   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter        

Mr. Schwartz co-founded Waterton Associates, and as CEO, he works with the senior leadership team to set the strategic direction of the company and its investment programs, lead the Leadership Committee, Investment Committee, and assist the team in investments and fundraising. David is a member of the executive committee, a senior officer, and serves as Chairman of the National Multi-Housing Council (NMHC); he is also a member of the Urban Land Institute (ULI) and the Pension Real Estate Association (PREA). Before founding Waterton in 1995, David was vice president of acquisitions for Equity Residential Properties Trust (EQR-NYSE) and from 1985 to 1989 worked with AMLI Realty Co.   Listen in as Realty Mogul's CEO, Jilliene Helman, and David Schwartz discuss what Waterton Associates are doing to stay connected to other team members during the COVID-19 quarantine and how they are managing to achieve the best possible outcomes regarding multi-family. He shares the latest news on how he's helping to shape politics through the NMHC, outlines the current initiatives they are working on, and how much of his role at the NMHC is around educating Congress on real estate concerns. David also discusses how this recession compares to previous ones and what can we learn from the past despite the lack of a playbook for the current times   “2022 is going to be a robust recovery - get through to 2022 because there is going to be a pretty strong U shape recovery when this pandemic is over.” - David Schwartz   This week on The Reality Mogul Podcast: David's professional mentors and how he got started in the real estate business The Waterton way and how it shapes company culture Why David prioritizes giving back to the community via his company How the COVID-19 pandemic impacts on the real estate industry How the Cares Act functions as a critical facet to keeping people in their homes The availability of emergency rent relief vouchers and whether David thinks we will see them extended in the next stimulus package The eviction moratorium and David's predictions on the possibility of an extension at a federal level David's opinion on the best way to prevent mass evictions and how the proposed alternatives would work Predictions on how the economic recovery will play out What's next for David personally and professionally   Connect with David Schwartz: Waterton Associates website David Schwartz on LinkedIn Waterton Associates on Facebook Waterton Associates on Instagram Waterton Associates on Twitter   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

Blake Okland is Vice Chairman and Head of Multifamily Investment Sales for Newmark Knight Frank. His role is to increase collaboration and improve client services nationwide by identifying and executing strategic initiatives. He previously served as president of ARA Asset Management, led the company's governing body, the National Executive Committee, and is currently an Executive Committee member of the National Multifamily Housing Council (NMHC). Blake has also worked as an acquisitions and dispositions analyst with Archstone-Smith Communities Trust, where he was directly involved with transactions totaling $500 million.   Today, Realty Mogul's CEO, Jilliene Helman, and Blake discuss what the US Multifamily trade expectations were prior to COVID-19 and how the pandemic impacted on those expectations. Blake shares what he is seeing in investments, which global investors continue to invest in the US, how the pandemic has altered the US multifamily market, and what is happening to global demand because of travel difficulties. Drawing on his experience of seeing Multifamily from many different angles, Blake also gives his opinion on whether now is the right time to sell Multifamily assets and discusses where you should put your money if you do decide to sell.   “We've got a lot of headwinds that COVID-19 has created, we've have a ton of workarounds which are going to make this messy middle of the rest of 2020, 2021 and into 2022, for Multifamily a lot more manageable than any of us would have imagined.” - Blake Okland   This week on The Reality Mogul Podcast: Blake's thoughts on distress in Multifamily housing and why we haven't been inundated with widespread COVID discounts Whether now a good time to be a net buyer, and why Another financial cycle this time reminds Blake of and his recommendations of how operators should navigate through it from an assets management point of view Why government intervention is affecting Multifamily - how should they underwrite the stimulus package drying up, and why the eviction moratorium is troubling Human, underwriting, and operational elements of why foreign investors decide to invest in the US and how current government regulations will affect that confidence What brokers are enjoying about the situation right now and the advancements that would come out of the pandemic How Newmark Knight Frank is evolving and developing to continue to be a successful brokerage in this downturn Newark Knight Frank's orientation to managing assets that will potentially be exposed to climate change problems Opportunity zones and why they're an added area of interest rather than a focus   Connect with Blake Okland: Newmark Knight Frank Website Blake Okland on LinkedIn Newmark Knight Frank on Instagram Newmark Knight Frank on Facebook Newmark Knight Frank on Twitter   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

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

Ryan Davis serves as Chief Operating Officer at Witten Advisors and provides fact-based research, analysis, and discussion to inform investment decisions for multifamily development and help clients formulate their market strategies. After completing a Ph.D. in Economics from The University of Texas, Ryan joined Witten Advisors as a Senior Economist, having previously been Vice President of Royal Bank of Canada's Capital Markets and a Director at BMC Capital, a multifamily and commercial mortgage-banking firm. Ryan is in demand as a keynote speaker and currently serves as president the board of the DFW Association for Business Economics.   Listen to Realty Mogul's CEO, Jilliene Helman, and Ryan Davis in conversation about the differences between concerns this year and last year for multi-family real estate investors and Ryan's thoughts on what lies ahead for the real estate industry in the 43 unique local markets Witten Advisors covers. Ryan discusses the macroeconomic picture and drills down into the markets that he believes will perform best through this cycle. Ryan also reveals his top strategic picks for markets in which to buy and hold for the long term taking into consideration job growth, rent growth, demographics, and rent control laws.   “Housing will be a driver during this recovery so long as we have an active home-buying market and a home construction market.” - Ryan Davis   This week on The Reality Mogul Podcast: If the worst is past, when do opportunities emerge? - Ryan's position on the current recession How housing supply is different now than in 2008/9 with particular reference to multi-family What Ryan anticipates will happen to property prices over the next few months Whether now the right time to make investments and when to expect positive net absorption Markets that Ryan thinks will thrive in the long and short term across the nation Why dense urban locations are not doing so well at the moment What Witten Advisors believes will happen to cap rates over the coming months When is the right time to buy apartments to take advantage of possible opportunities Connect with Ryan Davis: Witten Advisors Website Witten Advisors on LinkedIn   Connect with Realty Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter          

Manus Clancy, Senior Managing Director at Trepp, spearheads the development of Commercial mortgage-backed securities (CMBS) research and commentary at the company. He established Trepp as a pioneer in offering critical information for the daily workflow of the CMBS and Commercial Real Estate (CRE) finance industries, and his expertise has won Trepp a reputation of dependability that stretches all the way up to the US Federal Reserve. Manus has served on the US and UK Investor Reporting Package Committees of the Commercial Mortgage Securities Association and is often quoted on financial matters in the Wall Street Journal and New York Times in addition to his articles written for The Handbook of Commercial Mortgage Backed Securities and Whole Loan CMOS.   Listen to the conversation between Realty Mogul's CEO, Jilliene Helman, and Manus Clancy that focuses on where the opportunities will lie in this unusual climate and on understanding what distress looks like in the CRE markets. Manus shares his thoughts on where the CRE hotspots lie and how they perform in relation to non-hotspots and when he sees the tipping point into distress happening. They also discuss the changing patterns of household formation and the impact of COVID-19 on lease renewal that Trepp sees in their current research.   “Markets that have done well attracting tech companies will continue to survive; they continue to gobble up space in epic proportion, not only for office but for multi family and retail.” - Manus Clancy   This week on The Reality Mogul Podcast: The effect of the federal stimulus on rents Which multi-family markets Manus is optimistic and pessimistic about Effect of remote working on multi-family markets Data and news from the retail markets What the numbers look like in the hospitality sector Asset classes poised to do well that Manus is excited about and why Manus' observations on the commercial CRE collateralized loan obligation market The CNBS market - how the markets works and what Manus is seeing currently Manus' predictions for the economy going forward   Connect with Manus Clancy: Trepp website Manus Clancy on LinkedIn Trepp on Facebook Trepp on Twitter   Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter        

Burl East is the CEO of American Assets Capital Advisers, and his career spans over 30 years on Wall Street as a Managing Director and as an NASD Broker-Dealer member-owner. He serves on the Board of Advisors of Comunidad Realty Partners, a real estate investment firm specializing in multifamily apartment communities. Burl has also served on the Leadership Council at USC‘s Lusk Center for Real Estate and the Board of Directors of Excel Trust Inc, is in demand as a speaker at international real estate industry events and as a contributor for highly regarded financial publications such as Barron's.   Listen in as Realty Mogul's CEO, Jilliene Helman, and Burl East discuss the state of market volatility in the wake of the COVID-19 pandemic. Burl shares his thoughts on which assets could make a strong recovery and how private real estate investors can best position themselves to take advantage of current market conditions. Burl also gives listeners the benefit of his considerable experience in real estate investment and shares exactly why you shouldn't let valuation dominate your investing strategy and how to be intentional with your portfolio.   “Favor quality over price.” - Burl East   This week on The Reality Mogul Podcast: Burl's experience of Black Monday 1987 and the valuable lessons he learned Where Burl sees value opportunities today The three worst sectors to buy into in this climate The bright spots in retail in public companies Burl's thoughts on the Simon Property Group and Taubman Properties deal The best performing sectors currently What to do if you already own in the worst sectors? To sell or not to sell Horizontal markets and why Burl thinks they'll be part of a structural seachange How American Assets Capital Advisors intentionally designed their portfolio Apartments and investing and why rent control has changed the landscape of investing Burl's thoughts on which direction cap rates are moving   Connect with Burl East: American Assets Capital Advisors website Burl East on LinkedIn American Assets Capital Advisors on Facebook   Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter        

Our guest this week, Jeremy Roll, has built his entire 16-year career around passive investing and has more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors in the US and Canada who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is originally from Montreal, is a licensed California Real Estate Broker (for investing purposes only), has an MBA from The Wharton School, and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.We go into why Jeremy became an investor, what he learned along the way, and how you can achieve success in your investing career without hitting those common pitfalls. Jump into this episode and learn what the pros/cons of passive investing are and if it's the right choice for you and your personal situation.  Are you a passive investor and have something to add to this discussion? If so then subscribe and drop a comment below! KEY TAKEAWAYSALWAYS do your due diligence and make sure you really know who you're doing business with.Be careful about projections and assumptions from operators. Sometimes these numbers can be inflated and dressed up to hook investors in. Conversative numbers are more safe and can show you who you're really working with.You can have two properties that are identical but the operator who manages the property better is going to achieve the best return on your investment.Review current mainstream consumer sentiment to give you an idea of what's happening in the market.Think ahead. Is asset X going to be valuable in 10 years? Look at what's going on in terms of the market, technology, and job growth. LINKSJRoll@RollInvestments.comhttps://www.linkedin.com/in/jeremy-roll-655107/