Podcasts about successful syndication

In this episode, we were honored to have Jim Pfeifer, one of the founders of Left Field Investors and the esteemed host of the Passive Investing from Left Field podcast, join us. A seasoned professional in the realm of finance, Jim's journey from a conventional financial advisor to an innovative thought leader in passive investing is an inspiring chronicle of change and enlightenment. With a solid background in traditional financial advising, Jim once presided over the typical spectrum of wealth management, diligently shepherding the fiscal well-being of his clients through the peaks and valleys of the market. It was Jim's transformative shift toward passive investing that truly distinguished his career, marking the emergence of a reformed financial advisor with a dynamic, more expansive vision of wealth accumulation. Recognizing the limitations within the industry, Jim fervently adopted a new financial creed, advocating for the untapped potential that passive investment strategies entail. His expertise has become a powerful magnet, attracting those eager to learn how to navigate the passive investment landscape effectively and secure their financial futures outside the bounds of traditional investment dogma. In this episode, we talked about: His background and shift to real estate investing Navigating current investment challenges The importance of building investor community and networking His personal investment Strategies and goal-setting   Connect with Jim: Linkedin: https://www.linkedin.com/in/jimpfeifer/ Website: https://www.leftfieldinvestors.com/  Facebook: https://www.facebook.com/groups/707143386663412  Contact: https://form.jotform.com/240043543616045 Podcast: https://open.spotify.com/show/6eHJDWnVXKxFYWwVp0y1kE    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

Revamp your successes and unlock a fulfilling life by exploring the power of syndication and transitioning into different asset classes with real estate expert Flint Jamison. Dial in as he takes you on an empowering journey, revealing the secrets to his success in syndicating deals and enhancing property values. Don't miss out on this opportunity.Key Takeaways to Listen forPros and cons of using turnkey services to handle BRRRR dealsMethods to help you conquer mental hurdles and shift careers effectivelyValuable lessons you can learn from successful real estate syndication dealsWhy you should invest in build-to-rent propertiesThe biggest risk in the value-add space you should look out forResources Mentioned in This EpisodeBiggerPocketsFree Apartment Syndication Due Diligence Checklist for Passive Investor About Flint JamisonFlint is the founder of Vestus Capital, helping to educate engineering leaders on how they can grow and protect their wealth by passively investing in commercial real estate. He spent 20 years in aerospace as an engineer and program manager and finished his career managing a $120 million program modifying aircraft for the military. As a former engineering leader with much burnout, Flint started building a new financial future for his family by purchasing cash-flowing real estate in 2018. After his first duplex, he quickly pivoted to commercial real estate, where he found the most efficient path to financial freedom. Connect with FlintWebsite: Vestus CapitalLinkedIn: Flint JamisonTo Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Real estate syndications are made up of 7 key players. General partners, limited partners, brokers, lenders, property management, attorneys, and CPAs. Each role is valuable and cannot be cut out.General partners take the active role in sourcing deals and performing day-to-day operations, while limited partners provide the capital and collect cash flow. But cutting corners in legal work is a big no-no. Investing in legal work to protect oneself and limited partners is vital.Brokers are highly useful in securing deals, and lenders bring in 70-80% of the loan value. Renting out properties can be managed in-house or outsourced to a third-party company.At the end of the day, finding a great CPA and lawyer who specialize in real estate syndication is crucial. They can save you money in the long run and make sure legal documents are structured fairly for everyone involved.A successful syndication is managed by a cohesive team, and if you're a limited partner, or a passive investor, you HAVE to make sure you trust that team.  LEAVE A REVIEW if you liked this episode!! Keep up with the podcast! Follow us on Apple, Stitcher, Google, and other podcast streaming platforms. To learn more, visit us at https://invictusmultifamily.com/. **Want to learn more about investing with us?** We'd love to learn more about you and your investment goals. Please fill out this form and let's schedule a call: https://invictusmultifamily.com/contact/ **Let's Connect On Social Media!** LinkedIn: https://www.linkedin.com/company/11681388/admin/ Facebook: https://www.facebook.com/InvictusMultifamily YouTube: https://bit.ly/2Lc0ctX

Today's show is a live talk from The Real Estate Guys Secrets of Successful Syndication Conference in Dallas Texas, held on March 23. We're talking about the principles of raising capital with investors. -------------- Host: Victor Menasce email: podcast@victorjm.com

You can afford an $8M apartment building. Perhaps you just haven't really asked: “How?” The answer: syndication. Today's guests are The Real Estate Guys, Robert Helms and Russell Gray. They've had a profound influence on me. If you're an active real estate investor with some experience, caught the real estate bug, and want to go full-time, Robert and Russ are masters at helping you go bigger, faster with syndication. You can aggregate other investors' money to buy a deal that you could not afford on your own, like a large apartment building, self-storage unit, or car wash. You must find both deals and investors. Syndicators must follow SEC rules. When you find a deal, the numbers must work for investors. But it helps that your project has a deeper story and meaning. Russell Gray provides an example. The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action Twice annually, they host the live, in-person Secrets Of Successful Syndication event. Resources mentioned: Show Notes: www.GetRichEducation.com/441 Join the next Secrets of Successful Syndication seminar: https://ap216.isrefer.com/go/soss/A0011/  Listen to The Real Estate Guys Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Memphis & Little Rock property that  cash flows from Day One: www.MidSouthHomeBuyers.com Find cash-flowing Jacksonville property at: www.JWBrealestate.com/GRE Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review”  Top Properties & Providers: GREmarketplace.com Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free—text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Keith's personal Instagram: @keithweinhold

Working with clients' ambitions and visions is an excellent deal an investor could have. ​​In today's episode, be inspired by how Tilden Moschetti helps people syndicate law firms, and grow balance syndicators and private equity firms. He shares with us how helpful it is to know about growing real estate investment and securing every turn and taking it with a legal perspective. He also talks about people who succeed with stable investment and being an attorney—secure your healthy mindset. Don't miss this episode and find out what really is ‘successful' people!

Today, let's talk about real assets and real relationships, Wall Street investing versus Main Street investing, and the concept of syndications with Russel Gray. Real estate is a real asset. It's as tangible and physical as gold, oil, and other things people use and depend on in the real world. On the other hand, owning a share of stocks, bonds, or mutual funds are claims on wealth, but they're not real wealth. So, invest in essential things to build a resilient real asset portfolio. And if you want to scale faster, invest in real people and unlock private capital. Don't Miss this year's Secrets of Successful Syndication on September 16th-17th! Sign up here: https://ap216.isrefer.com/go/soss-mccallen/A00118/ Key Points from This Episode: Russel defines real assets. Real estate is tangible. Stocks, bonds, or mutual funds are claims on wealth but they aren't real wealth. When times are tough economically, investors must focus on things that are real and essential. Housing combined with leveraged debt is the foundation of a resilient real asset portfolio. Russel talks about an instance when he lost control of his debt which resulted in losing control of the real estate. Russel wrote a book entitled, “How to Hedge Against a Falling Dollar.” How to multiply the purchasing power of your cash. What is one characteristic Russel looks for in a business partner? Russel shares how he and Robert Helms met and the backstory of The Real Estate Guys podcast. A special gift for Capital Hacking listeners! Wall Street investing vs. Main Street investing. Main Street investing is more personal. It has a small-town feel. Russel talks about the syndication business. When you create a syndication business, pick your advisory team well, even if you have to pay more. The syndication business is in dire need of ethical competent operators. People think it's hard to go big. But it's actually hard to be small. When you're small, you don't have economies of scale. The market is so big, there's plenty of room for everyone. Russel explains the concept of syndication. In Wall Street investing, Wall Street funnels down the money to Main Street by originating loans. The money comes from Main Street, goes through Wall Street, and comes back down to Main Street. Main Street investors can invest directly in Main Street real estate projects through a capital aggregator or the syndicator. A syndicator is like a banker without the regulation. Where would Russel invest if he were to invest in the future? Russel's tips on how to pick a market. About Russel Gray Russell Gray is Robert's sidekick on The Real Estate Guys™ Radio and TV Shows. Russ is a financial strategist with a background in financial services dating back to 1986. As a faculty member for the California Association of Realtors, Russ taught Real Estate Finance to Realtors® pursuing the prestigious GRI designation. He is a popular speaker and author. Robert and Russ have co-authored the very highly rated book Equity Happens. The Real Estate Guys Radio Show is an investment talk program broadcasting on conventional radio 1997. The podcast version is heard in over 180 countries. Notable past guests include Steve Forbes, Robert Kiyosaki, Donald Trump, Peter Schiff and a variety of industry leaders and subject matter experts.

On today's show we're coming from a live event at the Real Estate Guys Secrets of Successful Syndication conference in Dallas. ------------ Host: Victor Menasce email: podcast@victorjm.com

Finding a Successful Syndication with Jim Pfiefer

In starting syndication, there are many things that one needs to know to be able to build a successful business. In this Highlights episode, we look back at our conversations with Devin Elder and Lane Kawaoka. They share valuable tips on how you can kick start your syndication business!Devin recommends a course of action for inexperienced syndicators who wish to learn the ropes of the business. He also shares how you can find and build a fruitful relationship with an experienced mentor. Meanwhile, Lane gives us a “peek” into his methodology which has held him in good stead over the years. Listen now to this information-packed show!

Hey! Jason Yarusi here.There are some major benefits to passive investments in multifamily real estate.The deal may be appealing…But is it the right deal for you?Here are a few things to consider before putting money into a multifamily syndication.Listen in now!Want to Learn More About Multifamily Real Estate Investing?If you're an experienced real estate investor and you're ready to get around a community of active multifamily real estate investors who will support you, hold you accountable, and push you to set goals that inspire you as you grow your business, check out 7 Figure Multifamily and see if it looks like a good fit. If it is, I invite you to join in. If you have any questions, please reach out!- CLICK HERE: https://7fm.7figuremultifamily.com/7fmgroup====================Want to continue your multifamily real estate journey? Here are a few more resources to check out...Multifamily Live Podcast: Subscribe and get more episodes like this one delivered to you every week! Click Here: https://www.7figuremultifamily.com/multifamily-live-podcastFacebook Group: We've built a community of serious investors who are learning and growing their businesses together. Join the Group on Facebook: https://www.facebook.com/groups/multifamilylive/7FigureMultifamily.com: Learn more about who we are, our mentoring groups, upcoming events, and the causes we support at our website. Plus, grab some free downloads and other materials to help you on your real estate investing journey! Click Here: https://www.7figuremultifamily.com/ See acast.com/privacy for privacy and opt-out information.

Robert Helms is the host of the Real Estate Guys Radio Show, now in its 25th year. Robert is a developer having developed projects all over the country and internationally. He hosts numerous live events on an annual basis. But after 18 months in the pandemic there is a certain amount of fatigue with virtual events. On today's show we're talking about the transition back to live events. Robert will also be hosting the Secrets of Successful Syndication in Dallas on September 17-18. To learn more, send an email to syndication@realestateguysradio.com.

From a stellar conference experience in March 2021, Robby articulates several key takeaways that apply universally to the businessperson, investor, and student of money. The Real Estate Guys' "Secrets of Successful Syndication" conference has lessons for everyone. Highlights Anything can be syndicated - 2:46 Scaling businesses and growing exponentially - 4:08 Robby's personal story - 6:40 Investing in yourself and learning - 9:31 Episode Resources Connect with Kim Butler and Robby Butler www.wealthrenegadepodcast.com www.prosperityeconomics.org hello@pem.email Mentioned in the show: Ansoff Matrix OPM: Other People's Money: https://realestateguysradio.com/events/how-to-raise-money-for-real-estate-investing/ rdbutler3@gmail.com 

Do you want to venture into real estate syndication but don't know how and where to start? In this Highlights episode, we look back at our conversations with Steeve Breton of Velocity Capital, Tamar Mar of Marota Group, and Angelo Christian of Christian Financial, Inc.In this episode, we get some great tips and tricks which will help inexperienced investors start and build their own successful syndication businesses. Steeve shares networking tips and tricks for raising capital in real estate syndication. Tamar shares how she educated herself about syndication. And, Angelo shares the secret to how beginners in syndication can get started and stand out from their competition. Click the play button now to get your syndication journey started!

Veritas Capital is a vertically integrated firm leveraging its in-house property management, maintenance, and construction team, in conjunction with years of high-level operational experience, to execute on value-add business plans that deliver exceptional returns to its investors. In the year to come, Dan and Anthony plan to focus on syndication as a means to provide solid investment opportunities in an environment of trust, transparency, and clarity, while developing strategic partnerships to facilitate accelerated growth.   If you like what you hear please leave us a review so we can help add value to other people.  If you like what you hear be sure to like, share, subscribe! Podcast- Mindful Multi-Family show Network on Facebook- Mindful Multi-Family Network Instagram- Chris_Salerno_ Youtube Channel- Chris Salerno Like, subscribe, share, and comment below!

Building a business is one thing. Learning how to scale it to success is another. Helping you piece out the two, Lisa Hylton sits down with the founder and CEO of Blue Lake Capital, Ellie Perlman. As a real estate investor who owns multifamily properties across the US, Ellie has the hard-earned wisdom from experience to share with us the secrets to building and scaling a successful syndication business. She tells us about her first deal while providing a greater understanding of multifamily and passive investing and looking for a sponsor to invest with. Plus, Ellie then provides some tips on finding the market to invest in and competing for deals, as well as having the right mindset to invest in real estate to achieve the financial freedom you seek.Love the show? Subscribe, rate, review, and share!Here's How »Join The Level Up REI Podcast Community today:lisahylton.comTwitterInstagramFacebookLinkedInYouTube

Great show today with Omar Khan! We discuss syndicating large multifamily properties, raising capital from institutional investors (and how it differs from "traditional" investors), and how to get into the big leagues. We also discuss the importance of getting on the ground and meeting people when entering a new market, how Omar structures his deals, and the importance of referrals when looking to raise capital from new investors.Omar has over a decade of institutional experience across real estate and commodities, advised on $3.7 billion of capital financing and M&A transactions, and is a syndicator of large multifamily deals across TX, GA, and FL.Show Notes:2:56 Omar shares his background in finance and how he learned about the benefits of commercial real estate.8:01 Omar discusses how real-life experiences are beneficial before putting your own career on the line.12:15 We discuss Omar's criteria and key signals that tell him a property is worth pursuing.14:38 Omar shares why having a flexible criteria is important when scaling. 17:30 We discuss that simplicity is key and important components of management. 18:50 Omar shares that in order to learn a new market, you need to be there and build connections. 24:27 We discuss institutional investors and the benefits of focusing on high net worth individuals to raise capital. 27:40 Omar shares that finding a wealthy investor base is key because you can find new connections through your current investor base.31:51 Omar discusses how he structures his deals. 34:30 Omar shares the importance of diligence, and commitment. 38:19 We discuss what Omar would do if he could start his business again. CONNECT WITH OMARhttps://www.linkedin.com/in/omark1/https://www.boardwalkwealth.com/CONNECT WITH AXELhttps://www.instagram.com/multifamilywealth/?hl=enhttps://www.linkedin.com/in/axelragnarsson/Download my investor toolkit (cash flow calculator, investor pitch deck, scope of work template, and renovation checklist) here.

Great show today with Omar Khan! We discuss syndicating large multifamily properties, raising capital from institutional investors (and how it differs from "traditional" investors), and how to get into the big leagues. We also discuss the importance of getting on the ground and meeting people when entering a new market, how Omar structures his deals, and the importance of referrals when looking to raise capital from new investors.Omar has over a decade of institutional experience across real estate and commodities, advised on $3.7 billion of capital financing and M&A transactions, and is a syndicator of large multifamily deals across TX, GA, and FL.Show Notes:2:56 Omar shares his background in finance and how he learned about the benefits of commercial real estate.8:01 Omar discusses how real-life experiences are beneficial before putting your own career on the line.12:15 We discuss Omar's criteria and key signals that tell him a property is worth pursuing.14:38 Omar shares why having a flexible criteria is important when scaling. 17:30 We discuss that simplicity is key and important components of management. 18:50 Omar shares that in order to learn a new market, you need to be there and build connections. 24:27 We discuss institutional investors and the benefits of focusing on high net worth individuals to raise capital. 27:40 Omar shares that finding a wealthy investor base is key because you can find new connections through your current investor base.31:51 Omar discusses how he structures his deals. 34:30 Omar shares the importance of diligence, and commitment. 38:19 We discuss what Omar would do if he could start his business again. CONNECT WITH OMARhttps://www.linkedin.com/in/omark1/https://www.boardwalkwealth.com/CONNECT WITH AXELhttps://www.instagram.com/multifamilywealth/?hl=enhttps://www.linkedin.com/in/axelragnarsson/Download my investor toolkit (cash flow calculator, investor pitch deck, scope of work template, and renovation checklist) here.

It is with a heavy heart that we bring this special episode to you featuring Bob Helms who passed away recently. Bob was known as the Godfather of Real Estate. He was a legacy broker and investor, and is the father of Robert Helms from Real Estate Guys Radio fame. He was also a real estate agent, coach, and author of “Be in the Top 1%: A Real Estate Agent's Guide”. In this special episode we revisit our interview with Bob from the Secrets of Successful Syndication event, which was originally released as Episode 60 in October of 2019. Bob shared with us his lifetime of experience in real estate, where his primary focus was turning real estate agents into Investment Property Specialists. Bob also shared tips on how to promote yourself, perfecting the elevator pitch, plus good business card etiquette. He shared some great stories about people who were influential in his life, and why giving back to the community was so important to him. Reference Links Godfather Scholarship Fund godfatherscholarship@realestateguysradio.com Be in the Top 1%: A Real Estate Agent's Guide by Bob Helms https://www.amazon.com/Be-Top-1-Investment-Property/dp/0998312592/ref=sr_1_1?keywords=Top+1%25+of+Real+Estate+Agents&qid=1571265236&s=books&sr=1-1 Secrets of Successful Syndication https://soss.realestateguysradio.com/soss-seminar Real Estate Guys Radio https://realestateguysradio.com/ The Investor Summit at Sea https://realestateguysradio.com/summit/ Tommy Hopkins http://www.tomhopkins.com/index.shtml?Screen=index Sale Begins When Customer Says “No” by Elmer G. Leterman https://www.amazon.com/Sale-Begins-When-Customer-Says/dp/1258787806/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=1571264980&sr=8-1

Veritas Capital is a vertically integrated firm leveraging its in-house property management, maintenance, and construction team, in conjunction with years of high-level operational experience, to execute on value-add business plans that deliver exceptional returns to its investors. In the year to come, Dan and Anthony plan to focus on syndication as a means to provide solid investment opportunities in an environment of trust, transparency, and clarity, while developing strategic partnerships to facilitate accelerated growth.   If you like what you hear please leave us a review so we can help add value to other people.  If you like what you hear be sure to like, share, subscribe! Podcast- Mindful Multi-Family show Network on Facebook- Mindful Multi-Family Network Instagram- Chris_Salerno_ Youtube Channel- Chris Salerno Like, subscribe, share, and comment below!

This episode is part of a series recorded at PodMAX, an event that connects podcast hosts and entrepreneurs within the real estate space who have fascinating stories to share. Justin Eaton is a serial entrepreneur, business owner, and real estate investor. He is the owner of DwellSafe, a home inspections and engineering company, as well as Eaton Home Flips and Eaton Acquisitions. With his education in engineering, Justin got started as a home inspector, which eventually led him down the path of house flipping and real estate investing. We also learn about how the home inspection business works, Justin’s first house flip mistakes, and how a deal on a friend’s company went south. Justin also discusses his future as a real estate syndicator! Reference Links DwellSafe Inspections and Engineering https://www.dwellsafenj.com/ Brandon Turner on Bigger Pockets https://www.biggerpockets.com/users/brandonatbp Matt Faircloth on Bigger Pockets https://www.biggerpockets.com/users/mfaircloth Secrets of Successful Syndication by Real Estate Guys Radio https://soss.realestateguysradio.com/soss-seminar

There's a saying that you should always make sure to hedge your bets in order to protect yourself from most risks, and the same principle holds true in real estate as well. Taking on a syndication project is, for the most part, the wisest way to function in the real estate industry so as to […]

There’s a saying that you should always make sure to hedge your bets in order to protect yourself from most risks, and the same principle holds true in real estate as well. Taking on a syndication project is, for the most part, the wisest way to function in the real estate industry so as to protect one’s investments from the most possible harm. Joel Block is a business executive and professional speaker who specializes in real estate, finance, and sales. Scott Carson interviews Joel about what goes into creating successful syndications and hedge funds when one is looking to do larger deals. Joel talks about the “Wall Street way” of raising capital, and why it’s one of the most effective and rewarding ways to do real estate and note investing on a larger scale. Love the show? Subscribe, rate, review, and share! Here’s How » Join Note Night in America community today: WeCloseNotes.com Scott Carson Facebook Scott Carson Twitter Scott Carson LinkedIn Note Night in America YouTube Note Night in America Vimeo Scott Carson Instagram We Close Notes Pinterest

In this special episode we reflect on the Secrets of Successful Syndication Event we attended in Dallas, which was hosted by the amazing Real Estate Radio Guys. We are on the road at Josh’s Renault Winery, and joining us in the discussion is Tom Migliaccio of Haddon Property Group and Blue Collar Yields podcast, Bob Wells of Keystone Properties Group, and Renault investor Scott Bindas. We discuss topics that stood out most to us, including understand the legal requirements for syndication, getting a good SEC attorney, and what to look for in a syndicator. We also cover understanding the tax code and government incentives for buying real estate, and why low fees may be a bad thing. We also reinforce the idea of building relationships, teaching others, and being true and honest to investors. Plus learn how the Capital Hacking team made a huge impact on the event! Reference Links Secrets of Successful Syndication Event https://soss.realestateguysradio.com/soss-seminar Real Estate Guys Radio https://realestateguysradio.com/ Bigger Pockets https://www.biggerpockets.com/ Thomas Migliaccio of Haddon Property Group https://haddonproperty.com/ Thomas Migliaccio’s Email thomas@haddonproperty.com Blue Collar Yields Podcast http://bluecollaryields.com/ Bob Wells of Keystone Properties Group https://keystonepartnersgroup.com/ Scott Bindas on LinkedIn https://www.linkedin.com/in/scottbindas PodMAX https://onairbrandspodmax.com/ Renault Winery https://www.renaultwinery.com/ Rich Dad Poor Dad by Robert Kiyosaki https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680178/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1573693495&sr=8-1

Bob Helms is the Godfather of Real Estate. He is a legacy broker and investor, and is the father of Robert Helms from Real Estate Guys Radio fame. He is also a real estate agent coach and author of “Be in the Top 1%: A Real Estate Agent's Guide”. We had the rare pleasure to speak with Bob at the Secrets of Successful Syndication event. He shares his lifetime of experience in real estate, where his primary focus is turning real estate agents into Investment Property Specialists. Bob also shares tips on how to promote yourself, perfect elevator pitches, plus good business card etiquette. He shares some great stories about people who were influential in his life, and why giving back to the community is so important to him. Reference Links Bob on LinkedIn https://www.linkedin.com/in/bob-helms-89a64793 Be in the Top 1%: A Real Estate Agent's Guide by Bob Helms https://www.amazon.com/Be-Top-1-Investment-Property/dp/0998312592/ref=sr_1_1?keywords=Top+1%25+of+Real+Estate+Agents&qid=1571265236&s=books&sr=1-1 Secrets of Successful Syndication https://soss.realestateguysradio.com/soss-seminar Real Estate Guys Radio https://realestateguysradio.com/ The Investor Summit at Sea https://realestateguysradio.com/summit/ Tommy Hopkins http://www.tomhopkins.com/index.shtml?Screen=index Sale Begins When Customer Says “No” by Elmer G. Leterman https://www.amazon.com/Sale-Begins-When-Customer-Says/dp/1258787806/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=1571264980&sr=8-1

Mauricio is the founder and CEO of Premier Law Group, a premier boutique securities law firm. As a nationally recognized expert on private placements, He works with elite entrepreneurs who seek to increase and protect their wealth through syndication. Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws. Known for taking complex matters and making them simple to understand, He is sometimes, jokingly, referred to as one of the few lawyers who actually speaks English. Twice a year, He joins Ken McElroy and The Real Estate Guys™ to teach a few hundred students, the ‘Secrets of Successful Syndication’... a comprehensive course on raising capital for entrepreneurs. Mauricio also shares the stage with the likes of Robert Kiyosaki (Rich Dad, Poor Dad, best selling financial author of all times), Tom Hopkins, Simon Black, Peter Schiff, Chris Martenson, and other prestigious faculty members on the annual ‘Summit at Sea’, a week long high-level summit with elite, like-minded real estate entrepreneurs. With almost 20 years of experience, He has previously been selected as a “Southern California Rising Star” by the Southern California Super Lawyers Magazine, recognizing him as one of the top 2.5% up-and-coming lawyers in Southern California. He is a graduate of The University of California at Berkeley and a graduate of Loyola Law School in Los Angeles where he obtained his Juris Doctorate degree. To read the complete podcast transcribed VIEW HERE

Investing in real estate is like chasing a squirrel; there are so many ways to do it. Gary Lipsky, the President and CEO of a consulting and investment firm called Break of Day LLC, didn't know which area to invest in when he got started in real estate. As a scale and build guy, he […]

Melanie McCallen is not only an expert syndicator, but she’s also Josh’s wife and the mother of their 9 children. She schools us on her philosophy of “care and love” when it comes to syndication, and her involvement in managing her and Josh’s ventures Vivamee Hospitality, Accountable Equity, and Renault Winery. Stay tuned for her epic stories about her first time speaking at a Secrets of Successful Syndication event, her opportunity with a reality show, plus how she contributed a very special quote to our theme song. Reference links: Accountable Equity https://www.accountableequity.com/ Accountable Equity Facebook https://www.facebook.com/accountableequity/ Accountable Equity LinkedIn https://www.linkedin.com/company/accountable-equity Vivamee Hospitality https://www.vivamee.com/ Renault Winery https://www.renaultwinery.com/ Real Estate Guys Radio https://realestateguysradio.com/ Secrets of Successful Syndication Event https://soss-anl.realestateguysradio.com/soss-seminar-feb-2019

Today's episode is a real life case study recorded live at the Real Estate Guys, "Secrets of Successful Syndication" conference in Dallas Texas. This project started like many of our projects with a clear plan and solid market data to support the thesis for the project. Everything changed when the city announced a plan to expropriate 1344 properties in the area, including the land for this project.

Steeve Breton, Founder, Velocity Capital shares some great Tips and Tricks which will help inexperienced investors start and build their own successful syndication businesses. How did Steeve learn the ropes of the syndication business? Apart from some great resources, Steeve also shares how finding the right mentor is critical for finding success. You will also […]

In this episode, Whitney interviews Tamar Mar, Principal and Managing Director, Marota Group. Tamar is a real estate entrepreneur and investor. How did Tamar venture into the syndication space with little prior experience? What are some ways inexperienced syndicators can find and connect with influencers in the syndication space? You will also learn some great business strategies for acquiring a syndicated property. This show is filled with value that will surely help you and your business. Tune in now! 

In this episode, Whitney interviews Devin Elder, Principal, DJE Texas Management Group. Devin shares his business philosophies that has helped him syndicate 778 properties in Central Texas. Why does Devin prefer to invest in properties with good cash flow? What is a recommended course of action for inexperienced syndicators who wish to learn the ropes of the business? We also share how you can find and build a fruitful relationship with an experienced mentor. Tune in to this information-packed show now!

When it comes to raising Other People's Money, syndication is both a science and an art.  There are specific and time-proven ways to do it right, and many ways to do it wrong. Today David Toupin, a Detroit-area investor and syndicator, will share his top-ten tips on Successful Syndication.  David's company, Borland and Toupin Holdings, owns and manages a $6 Million Dollar Portfolio of 120 units, as well as single-family fix & flips. David will discuss the tools he uses as an investor, he'll explain 'Preferred Returns' and 'Annual Returns', and why its important to make your investment opportunity as easy as possible for your investors to understand. This is a great episode to listen to if you're interested in Syndicating Multi-Family and Apartment investments, or if you're curious about raising Other People's Money. You can contact David through his website or facebook page: www.theborlandgroupllc.com facebook: @thedavidtoupin

Robert Helms has a passion for real estate. He is the co-host of the very popular Real Estate Guys podcast and has been educating investors for over twenty years. Investing is a team sport. To get bigger faster, you need to be able to successfully syndicate real estate transactions. Robert shares some his most essential secrets. To train with Robert Helms at the Secrets of Successful Syndication: https://ap216.isrefer.com/go/soss/A0013/ To sail with Robert Helms & Robert Kiyosaki & Michael Becker at the 16th Annual Investor Summit at Sea- 7 days on the ocean with the experts https://ap216.isrefer.com/go/summit/A0013/ To receive our FREE 15 page WHITE PAPER REPORT on the 2018 FUNDAMENTALS OF MULTIFAMILY FINANCING 101 and to learn more about upcoming events at Old Capital Speaker Series please visit us at OldCapitalPodcast.com Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn about Michael's Real Estate Syndication business with SPI Advisory LLC.

What is stopping you from achieving financial freedom through apartment building investing? Is it because you don't have single-family experience? Are you intimidated by the perceived complexity of the multi-family space? Or maybe you think you don't have enough money to consider pursuing multi-family deals? Today's guest has encountered and overcome all of these limiting beliefs, and today he reveals how to get out of your own way and get on the road to financial freedom. Tyler Sheff is the founder of CashFlowGuys.com and the host of the Cash Flow Guys Podcast. He was making six figures as a merchant mariner when he and his wife took a hard look at their future. Tyler didn't want to wait until he was 65 to enjoy life, so he took compensatory time and gave himself six months see if real estate investing would prove viable and provide the cashflow necessary to attain financial freedom. In just 11 months, Tyler had replaced his income. At that point, he had invested in 26 units in Florida and Tennessee – using none of his own money. Now he leverages his 17 years of experience to demystify the real estate investing space, encouraging others to focus on cashflow and take massive action toward their goals. Today, Tyler shares his journey, explaining how he landed his first few multi-family deals, why single-family experience is unnecessary in the apartment building space, and how he employs relationship marketing to raise capital. Listen in as he unpacks each of the limiting beliefs that held him back and reveals how to overcome ‘analysis paralysis' and move forward with your dreams of building passive income and escaping the rat race. Key Takeaways  [2:55] How Tyler got started in real estate Desire to ‘get rich quick' Made money as house flipper Sold portfolio before market crash Acquired huge tax bill Went to work for government as merchant mariner Climbed ranks to six-figure salary [4:32] Why Tyler returned to real estate Way to legally, ethically avoid taxation Focus on cashflow this time (not appreciation) Job on ship kept away from family Not feasible to continue for 20 years (physical toll) Wanted better quality of life, time on hands [8:08] Tyler's experience as a landlord ‘Accidental landlord' in late ‘90's to maximize returns on sales of fix and flips Got into multi-family in 2014 to scale quickly [9:10] Tyler's first multi-family deal Pre-approved for VA mortgage ‘For Rent' sign on four-plex Paid zero down, received check for $1700 at closing Moved into one unit, rented other three Rehabbed quickly Cashflow right away Converted one unit to vacation rental Cashflow increased from $1,200 to $5,000/month  [12:12] Tyler's next two deals Learned to raise capital (Secrets of Successful Syndication seminar, Sam Freshman book) Built team, cut teeth on ten- and 12-plex in Memphis Tennessee known for cashflow (not organic appreciation) ‘Overimproved,' didn't see anticipated ROI Learned to analyze needs of tenants Brought to total of 26 units in 11 months Capital raised through IRA lenders Tyler able to quit government job [17:22] The limiting beliefs that held Tyler back Analysis paralysis (first deal so good, couldn't stop comparing) Fear of making mistakes was crippling [19:22] Why single-family experience is unnecessary to enter the multi-family space ‘Almost better off with no experience' Tyler feels single-family background made him too conservative [21:49] How Tyler achieved multi-family deals without using any of his own money Partnered with experienced property management company Enlisted exceptional legal and accounting teams Experience of team led to capital (didn't matter that Tyler was inexperienced) [23:05] How Tyler leveraged ‘relationship marketing' to raise capital Started podcast, Cashflow 101 workshops Positioning self as expert led to referrals Matched investors with experienced syndicators Learned from those syndicators (willing to help) [24:44] Why the complexity of multi-family is a limiting belief Same as single-family, just larger scale (only one roof) Tyler contends apartments are easier to work with Many moving parts, must be able to manage others effectively [25:50] The importance of Tyler's first deal Critical in realizing he could do this Second and third deals built confidence as he encountered and overcame problems [26:56] How Tyler's life has changed Doesn't have to ‘hunt' for next check as buy and hold investor Receives mailbox money each month Continues to attract capital, source opportunities Time available to educate others with free content Freedom to spend time with family [29:51] Tyler's perfect day Watch sunrise in kayak Fish all morning Work on podcast, instructional video in afternoon Help others attain same kind of financial freedom [30:27] Tyler's advice for aspiring multi-family investors What do you have to lose? Only tangible thing is time Educate yourself and take action [31:02] How Tyler wants to be remembered As change-maker who ‘made difficult stuff simple' Connect with Tyler Cash Flow Guys Tyler's YouTube Channel Resources Secrets of Successful Syndication Principles of Real Estate Syndication by Samuel K. Freshman Free eBook: The Secret to Raising Money to Buy Your First Apartment Building

Want to learn how to get started in Syndicating Multifamily (Apartment) Properties? This week on the Old Capital Real Estate Investing Podcast we interview Robert Helms, the popular host of the Real Estate Guys Radio Show. We discuss Robert's background and how he got started syndicating real estate deals. Later, we talk about how Robert has interviewed many famous real estate icons including Rich Dad Poor Dad author Robert Kiyosaki, legendary sales trainer Tom Hopkins, Successful Real Estate Syndication Expert Ken McElroy as well as President Donald Trump, twice!! For more information about the Real Estate Guys upcoming events The Secrets of Successful Syndication and the 15th Annual Investor Summit at Sea...please send an email to ocpodcast@realestateradio.com Interested in learning more about how Multifamily Financing works? Please visit us at www.oldcapitalpodcast.com. There you can receive a copy of our 15-page white paper report titled "Fundamentals of Multifamily Financing" and to learn more about upcoming events by Old Capital Lending and connect with Michael Becker and Paul Peebles. Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn about Michael's Real Estate Syndication business SPI Advisory LLC.