Podcasts about Syndication

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Best podcasts about Syndication

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Latest podcast episodes about Syndication

Investor Fuel Real Estate Investing Mastermind - Audio Version
Scale Smarter, Not Harder: The Ultimate Guide to Using OPM

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 18, 2025 35:09


In this conversation, Brett McCollum and Bethany LaFlam discuss the intricacies of scaling real estate investments using other people's money (OPM). Bethany shares her journey from law to real estate syndication, emphasizing the importance of legal compliance and effective communication with investors. They explore the challenges posed by market shifts and the necessity of maintaining transparency with investors. Bethany also introduces her subscription-based model for legal services and her new book, 'The Power of OPE,' which focuses on leveraging other people's resources for business growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Real Wealth Show: Real Estate Investing Podcast
From W-2 to Full Time Real Estate Investor at 35 with Mandy McAllister

Real Wealth Show: Real Estate Investing Podcast

Play Episode Listen Later Apr 17, 2025 23:13


Ever dreamt of ditching your W-2 job and diving into real estate full-time—especially with a family depending on you? On this episode of The Real Wealth Show, host Kathy Fettke sits down with GoBundance Women's Mandy McAllister, who made that leap at age 35. After a divorce dealt a major blow to her net worth, Mandy rebuilt her financial foundation through live-in flips and small multifamily investments. Through strategic JV partnerships, she's grown her portfolio to over 370 doors. Tune in to hear how she did it, the mindset shifts that helped her succeed, and how you can start paving your own path to financial freedom through real estate. Topics Discussed:  01:01 Mandy's Real Estate Start 03:33 Mandy's Small Multifamily 05:33 JV Partnerships 07:33 JV Partnership vs a Syndication 10:10 Epic Mistakes 13:00 JV Agreements Clauses 14:30 Live in Flips 15:45 How to Leave Your W-2 17:05 How to be a Real Estate Investor and Keep Your W-2 18:06 Mandy's Portfolio 21:08 GoBundance Women LINKS: OUR GUEST Mandy McAllister:  LinkedIn: https://www.linkedin.com/in/themandymcallister Instagram: https://www.instagram.com/themandymcallister *To celebrate the 1500th episode of Real Estate News for Investors, if you would like a PDF of 'THE TOP 5 CITIES TO INVEST IN', make sure to visit http://www.Realwealth.com/1500 to download!* CHECK OUT OUR NEW WEBSITE & BECOME A MEMBER (IT'S FREE)! https://tinyurl.com/joinrws1054 FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook RealWealth® Webinars: https://realwealth.com/webinars/ Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com

Best Real Estate Investing Advice Ever
JF 3872: House Hacking, Syndication Strategies, and Maximizing Real Estate Equity Ft. Chris Lopez

Best Real Estate Investing Advice Ever

Play Episode Listen Later Apr 11, 2025 25:32


On this episode of Next Level CRE, Matt Faircloth interviews Chris Lopez, a real estate entrepreneur who transitioned from a tech-savvy internet marketer to a successful real estate broker and investor. Chris shares how he built a modern real estate brokerage by leveraging digital marketing and BiggerPockets forums to attract clients in Denver. He discusses his evolution from active investing into passive syndication opportunities, including educating clients on return on equity and “lazy 1031” strategies. Chris emphasizes the importance of agents becoming real estate wealth consultants, helping clients optimize and redeploy their capital into higher-yield opportunities. Chris Lopez Chief Marketing officer Based in: Colorado Say hi to them at propertyllama.com/ vikingcapllc.com Capital Gains Tax Solutions Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Target Market Insights: Multifamily Real Estate Marketing Tips
Use This Incredible Hack to Attract Deals and Investors with Christian Osgood, Ep. 703

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Apr 11, 2025 55:31


Christian Osgood is a real estate investor, educator, and host of the Multifamily Strategy podcast and YouTube channel. After starting his career in sales and acquiring a few rentals using the Dave Ramsey method, he made a strategic leap into multifamily through creative financing. Today, Christian owns over 300 units, operates a property management company, and helps others achieve financial independence through value-driven, relationship-based investing.     Make sure to download our free guide, 7 Questions Every Apartment Investor Should Ask, here. Key Takeaways: Christian scaled from owning duplexes to 300+ units in under five years by mastering creative finance. He focuses on building authentic relationships with property owners rather than cold prospecting or marketing. His strategy centers on two questions: “How do I buy it?” and “How do I never lose it?” Raising capital becomes simple when you bring a strong deal, a smart structure, and clear alignment with investor interests. JV deals and seller financing often offer more flexibility and alignment than traditional syndications.     Topics: From Dave Ramsey to Real Estate Freedom Started with a goal to retire his wife, transitioned from two duplexes to over 300 units. Emphasized holding properties long-term by ensuring they cash flow from day one. Avoids dependence on future sales for profitability. How a 38-Unit Seller-Financed Deal Changed Everything Acquired a distressed property listed for 12 years by offering a six-month no-payment period. Secured seller financing at 4% with a $300K down payment, raised from new connections. Repaired collections and operations, appraised at $4.1M within 11 months. Used refinance to cash out investors and retain full ownership. Deal, Debt, Equity: A Simple Capital-Raising Framework Christian emphasizes a “deal-first” approach: find the opportunity, secure the financing, then raise the remaining equity. Capital is easier to raise when you're solving problems for both the seller and investor. Transparent communication and downside protection build trust and drive investment. Joint Ventures vs. Syndication Joint ventures allow for more creative structures, faster execution, and clear alignment of roles. Syndication is not wrong—just often unnecessary for small to midsize deals with fewer partners. The Power of Relationships in Real Estate Christian meets with owners weekly for coffee instead of cold calling. His best deals and investor connections come from these low-pressure conversations. Many owners eventually offer to finance their entire portfolios after seeing his track record and integrity. Lessons from a $4.5M “Shiny Object” Mistake Bought a resort early in his journey that didn't align with his strengths or goals. Learned the importance of sticking to your lane and clarifying your business identity.    

The Wealth Flow
EP156: Self-Storage Investing Secrets for Maximum Returns - Mark Helm, CCIM

The Wealth Flow

Play Episode Listen Later Apr 9, 2025 58:55


Join us as Mark Helm, CCIM, co-founder of a leading self-storage construction company and author of "Creating Wealth Through Self Storage," shares expert insights into self-storage investments. Explore development strategies, market analysis, financial planning, and portfolio management to understand the dynamics of this lucrative sector.   Key Takeaways To Listen For The appeal of self-storage investments How the self-storage market withstands economic downturns Strategic techniques for expanding existing facilities Ingenious ways to optimize facility design Strategies for maximizing investor returns Resources/Links Mentioned In This Episode Creating Wealth Through Self Storage by Mark Helm | Kindle and Paperback The Science of Getting Rich by Wallace D. Wattles | Hardcover and Kindle   Analyze self-storage projects like a pro with Storage World Analyzer—the ultimate tool for smaller investors! Know exactly how a property will perform and what to pay for it. Get it now at https://creatingwealththroughselfstorage.com/storage-world-analyzer   About Mark Helm, CCIMMark Helm, CCIM, is a commercial real estate agent specializing in self-storage, who began his journey in the industry in the mid-1990s. By the year 2000, he purchased his first self-storage project. Mark is also an author known for his book "Creating Wealth Through Self Storage," where he shares his experiences and insights. He helped start a small construction company to address high construction costs, which has successfully reduced project costs by 15% to 27% compared to previous bids. Helm continues to contribute to the industry with over 1,000 one-on-one coaching calls and leading high-level mastermind sessions.   Connect with Mark  Website: Creating Wealth Through Self Storage | Resolve LinkedIn: Mark Helm, CCIM Facebook: Mark B. Helm, Author, Self Storage Owner Email: mark@helmproperties.com   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Passive Cash Flow Podcast
How to Pay Less Taxes with Dave McGuire

Passive Cash Flow Podcast

Play Episode Listen Later Apr 4, 2025 32:17


Dave McGuire, Co Owner of tax firm McGuire & Sponsel, joins the show to explain how to pay less taxes using a cost segregation study, savvy tax planning, and long term tax strategy. If you are seeking to keep more of your hard earned money and pay less taxes, this episode is for you. Dave McGuire has years of experience helping people implement tax saving strategies that may be unknown to many.Dave McGuire, co-founder of McGuire Sponsel, is a leading expert on cost segregation, fixed assets, and depreciation law. He has reviewed real estate portfolios ranging in size from six-figure acquisition costs to billions of dollars in value and has provided cost segregation services for companies in a wide variety of industries. While serving in consulting and management roles with the Big Four accounting firms, he acquired a thorough understanding of the Internal Revenue Code's depreciation provisions. McGuire is the primary resource for alliance firms in regards to how tax law affects depreciation and is also a trainer for Surgent CPE.McGuire earned a degree in civil engineering from the University of Notre Dame with a concentration in structural design.MCSP Homepage: Click Here! Dave's leadership page: Click Here! Let's Talk Tax page: Click Here! ━━━━━━━  Enhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/-━━━━━━━  Website - https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enTwitter- https://twitter.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg------------This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

The IDEAL Investor Show: The Path to Early Retirement
How to Build a $1B Real Estate Portfolio—Lessons from Ivan Barratt | Multifamily expert

The IDEAL Investor Show: The Path to Early Retirement

Play Episode Listen Later Apr 2, 2025 34:48


Ivan Barratt is the CEO of The BAM Companies since 2015. He has raised close to $400M in equity, acquired over 6,300 units, and currently manages $1 billion in assets. Ivan answered and gave syndication tips in just 30 minutes - enjoy.Why listen to our interview with Ivan Barratt?[00:00-04:22] Why Syndication?[04:23-06:34] The Midwest Advantage[06:35-12:21] Best Long-Term Investment[12:22- 13:29] Sponsor: Franchising made easy[13:30-14:55] Why spend time on teams[14:56-17:35] Opportunities in the details[17:36-28:10] Deep dive: future investments[32:24-32:45] Get the best advice[32:46-34:48] 5 minutes is enoughCheck out BAM at https://www.facebook.com/BAMCapitalGroup/***DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/idealAny questions?*** Interested in our $10k/month passive strategy? Just sign up for our newsletter at https://bit.ly/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

PoFU Podcast
057 | Health + Finance

PoFU Podcast

Play Episode Listen Later Apr 2, 2025 37:43


What good are strong finances without good health? Nathaniel Williams joins us in the studio for another episode where discuss the 3 pillars of health: sleep, nutrition, and exercise. We delve into the hypocrisy of modern medicine, a universal approach to nutrition (hint: eliminate processed foods!), and, possibly the most important ingredient to good health: sleep! A slight deviation from our normal personal finance content, we contend that money is useless if you're not healthy enough to enjoy it.

Target Market Insights: Multifamily Real Estate Marketing Tips
My Lessons from $145 Million of Apartments with John Casmon, Ep. 700

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Apr 1, 2025 54:59


For this special 700th episode of Multifamily Insights, we're doing something a little different! Instead of me interviewing a guest, I'm sharing an episode where I was the guest on The Mark Ferris Experience. In this conversation, I dive into my journey into multifamily investing, how I built my platform, and the key lessons I've learned along the way. Tune in to hear my thoughts on mindset, scaling a business, and finding success in real estate investing.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: Building relationships is key to securing multifamily investment opportunities. Marketing and branding play a crucial role in attracting investors. Understanding market fundamentals helps in identifying the right investment opportunities. Syndication allows investors to scale faster by leveraging partnerships. Success in real estate comes from consistency, persistence, and learning from failure     Topics: Transitioning from Marketing to Real Estate How John's marketing background gave him an edge in real estate investing. The importance of branding and storytelling in raising capital. The Power of Syndication How syndication allows investors to scale their portfolios. The key components of a successful syndication deal. Common challenges investors face when raising capital. Identifying the Right Markets What makes a market attractive for multifamily investing. Key indicators to analyze when selecting a location. How to build relationships with brokers and property managers. Lessons from Scaling a Portfolio The biggest mistakes John made and what he learned. How to structure deals that benefit both investors and operators. The importance of networking and partnerships in multifamily investing.    

Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy [SHORTS] | Inflation vs Recession: What This Means for Bond Markets

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Mar 27, 2025 3:39 Transcription Available


Best Real Estate Investing Advice Ever
JF: 3856 Multifamily Challenges, Syndication Pitfalls, and Mentoring New CRE Investors Ft. Tripp Greene

Best Real Estate Investing Advice Ever

Play Episode Listen Later Mar 26, 2025 34:42


On this episode of the Best Ever CRE Show, Amanda Cruise and Ash Patel interview Tripp Greene, founder of Trinity Capital CRE and Coast to Coast CRE Academy. Tripp shares how his diverse background across all sides of real estate deals has led him to focus on capital raising, consulting, and mentoring new investors. He dives into the current challenges in multifamily, including broken GP structures, risky syndications, and over-leveraged operators. Tripp also discusses his Academy's hands-on approach, his cautious stance on jumping into deals himself, and his thoughts on which property types fit different investor profiles. Tripp Greene Founder Based in West Palm Beach, Florida Say hi to them at www.youtube.com/@Coast2CoastCRE https://www.coast2coastcreacademy.com/ https://www.linkedin.com/company/coast2coastcre Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Westside Investors Network
164. How to Protect Your Real Estate Investments with Strategic Underwriting with Sam Morris

Westside Investors Network

Play Episode Listen Later Mar 26, 2025 35:53 Transcription Available


Click to view episode transcriptABOUT SAM MORRIS Sam is the CEO of Sunset Capital, a vertically integrated real estate investment and asset management firm based in Houston. With over 23 years of experience in real estate, he has led acquisition and disposition teams on transactions exceeding $550 million. Sam's background as a corporate banker for 18 years involved facilitating over $1B in real estate financing, equipping him with a comprehensive understanding of property lifecycle management.  THIS TOPIC IN A NUTSHELL: Sam's background and journey in real estate Lender Inspections and Proactive Communication Current market conditions and Underwriting tipsMarket Dynamics and Deal Acquisition StrategiesUnderstanding Loan-to-Value Ratios Pros and cons of floating and fixed-rate debtCost Control in Asset Management The value of investing with experienced operatorsUnderstanding local marketsRaising capital challengesConnect with Sam  KEY QUOTE: “It's okay to invest with somebody who's got some battle scars because they've been there and gone through it and they know how to get out on the other side. “     ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #RealEstateInvesting #RealEstate #CreatingWealth #PassiveInvesting #AssetManagement #UnderwritingDeals #StrategicUnderwriting #CostManagement #ProactiveCommunication #FloatingRate #FixedDebt #LoanToValueRatio #FinancingStrategies #RaisingCapital #Lenders #Acquisitions #ValueAdd #Multifamily #Syndication #NetOperatingIncome #CostControl #RiskManagement #VerticalIntegration#FinancialFreedom #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH SAM:Website: https://www.sunset-capital.comFacebook: https://www.facebook.com/sunsetcapitalre Instagram: https://www.instagram.com/sunset_capital LinkedIn:  https://www.linkedin.com/company/sunset-capital-tx/posts/?feedView=all     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy | Smart Investing in Uncertain Times with Amit Chandan

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Mar 25, 2025 51:35 Transcription Available


Check out this episode wherever you like to listen or watch podcasts! Episode Page: vinneychopra.com/podcast/ Youtube: https://youtu.be/RQveWgjwhUE Spotify: spoti.fi/423B4fz iTunes: apple.co/3tQ9Tsf   ——  

Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy [SHORTS] | Understanding GDP Decline: Will Interest Rates Drop Soon

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Mar 25, 2025 4:35 Transcription Available


Best Real Estate Investing Advice Ever
JF: 3854: Rent-Controlled Beginnings, Strategic Partnerships, and Syndication Success ft. David Saxe

Best Real Estate Investing Advice Ever

Play Episode Listen Later Mar 24, 2025 34:47


On this episode of the Best Ever CRE Show, Joe Fairless interviews David Saxe, co-founder and managing principal at Calvera Partners. David shares how he and his co-founders transitioned from working at the $30B institutional fund manager CIM Group to launching Calvera in 2010. They began by investing in small rent-controlled multifamily assets in Silicon Valley and have since scaled to syndicating large 150–300 unit value-add projects across the Sunbelt. David also touches on the institutional foundations of their strategy and how their hands-on experience across asset management, acquisitions, and investor relations shaped their approach. David Saxe Managing Principal San Francisco, CA Say hi to them at calverapartners.com/ www.linkedin.com/in/davidsaxe/ x.com/davebsaxe Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto Hipster Podcast
Transforming Family Offices and Innovating Special Purpose Vehicles for the Web3 Digital Age, with Jake Claver @ Digital Ascension Group (Video)

Crypto Hipster Podcast

Play Episode Listen Later Mar 20, 2025 34:23


Jake Claver is a pioneering force in digital assets and family office innovation, serving as Managing Director of Digital Ascension Group, a multi-family office specializing in digital wealth strategies for clients. He is the co-author of "Wealth in Numbers: The Ultimate Dealmaker's Guide to SPVs, Syndication, and Private Investment" and founder of both Digital Wealth Partners and Syndicately, a Special Purpose Vehicle investment management platform. As a Qualified Family Office Professional and R3 Corda Certified Business Professional in tokenization, Jake combines traditional wealth management expertise with cutting-edge blockchain implementation. His work focuses on transforming family offices for the digital age, creating sustainable multi-generational legacies that are digitally savvy and anti-fragile. A respected thought leader, Jake has been featured in MarketWatch, Bloomberg, and Yahoo! Finance. He studied Finance at the University of North Texas and has developed world-class educational programs for family offices and digital asset professionals.

Crypto Hipster Podcast
Transforming Family Offices and Innovating Special Purpose Vehicles for the Web3 Digital Age, with Jake Claver @ Digital Ascension Group (Audio)

Crypto Hipster Podcast

Play Episode Listen Later Mar 20, 2025 34:23


Jake Claver is a pioneering force in digital assets and family office innovation, serving as Managing Director of Digital Ascension Group, a multi-family office specializing in digital wealth strategies for clients. He is the co-author of "Wealth in Numbers: The Ultimate Dealmaker's Guide to SPVs, Syndication, and Private Investment" and founder of both Digital Wealth Partners and Syndicately, a Special Purpose Vehicle investment management platform. As a Qualified Family Office Professional and R3 Corda Certified Business Professional in tokenization, Jake combines traditional wealth management expertise with cutting-edge blockchain implementation. His work focuses on transforming family offices for the digital age, creating sustainable multi-generational legacies that are digitally savvy and anti-fragile. A respected thought leader, Jake has been featured in MarketWatch, Bloomberg, and Yahoo! Finance. He studied Finance at the University of North Texas and has developed world-class educational programs for family offices and digital asset professionals.

Westside Investors Network
163. Creating Lasting Wealth: Why Asking the Right Questions Matter with Whitney Elkins-Hutten

Westside Investors Network

Play Episode Listen Later Mar 19, 2025 38:14 Transcription Available


Click to view the episode transcriptABOUT WHITNEY ELKINS-HUTTENWhitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, founder of Ashwealth.com, and author of the award-winning #1 bestseller Money for Tomorrow: How to Build and Protect Generational Wealth. Through her proven wealth-building framework, Whitney empowers high-earning professionals and business owners to create secure, passive income streams that support a legacy of financial freedom for generations. With over $800MM in assets—including 6,500+ residential units, 15 express car washes, and 2,200+ self-storage units—Whitney guides clients to invest strategically, helping them confidently turn a single $100,000 investment into hundreds of thousands within a few years, or millions over decades.   THIS TOPIC IN A NUTSHELL: Whitney's background and journey to real estateAbout her book - Money for TomorrowCurrent market cycles and their impact on investments Understanding Investor Education and Relationships in Private EquityDiversifying Investment portfolios Investment Strategies and Risk ManagementIdentifying investment goals and risk tolerance Money management and Wealth creationUnderstanding the seven pillars of wealthConnect with Whitney Elkins-Hutten   KEY QUOTE: “I've taken my fair share of punches as a limited partner investor. If you've been investing for more than ten years, you know that not all equity deals will perform 100%.  It's all about not putting too much capital in any one deal that could sink you. I've seen investors violate that immutable law of passive investing over and over again.”      ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #CreatingWealth #PassiveInvesting #LimitedPartners #MoneyForTomorrow #InvestorEducation #InvestmentGoals #MoneyManagement #WealthCreation #PillarsOfWealth #MarketCycles #RiskManagement #GenerationalWealth #PassiveIncomeStream #FinancialFreedom #StorageUnits #Multifamily #InvestorOperator #EquityDeals #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork  CONNECT WITH WHITNEY:Website: https://ashwealth.comLinkedIn:  https://www.linkedin.com/in/whitneyelkinshutten   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Passive Investing from Left Field
Syndication Gaps Alarm Investors: Aleksey Chernobelskiy Warns on Capital Calls & Missing Analyses

Passive Investing from Left Field

Play Episode Listen Later Mar 18, 2025 49:18


Host Jim Pfeifer chats with real estate advisor Aleksey Chernobelskiy, who spent years on an institutional investment team overseeing billions of dollars in properties before shifting his focus to helping limited partners. Aleksey discusses the key lessons he's learned under “big REIT” systems and how they apply to everyday passive investors navigating the often “Wild West” of syndications. You'll hear why standardized metrics (like address, fees, and exit cap assumptions!) are so critical yet frequently missing from pitch decks, and how to interpret the elusive “sensitivity analysis” that many operators forget to include. Aleksey also lays out common mistakes he sees investors make, such as chasing big claims without verifying the operator's experience or ignoring major red flags in the fine print. He and Jim dive into the sometimes tricky world of capital calls: when they might be a necessary lifeline, how to evaluate them like a brand-new investment, and why “we never do capital calls” might not be the reassurance some investors think it is. If you're looking to sharpen your due diligence game, question operator assumptions, and understand the hidden pitfalls behind “good stories” in a pitch deck, this conversation delivers straight talk on raising your LP IQ. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Westside Investors Network
162. Diversifying Your Portfolio in International Markets with Anne-Michelle Wand

Westside Investors Network

Play Episode Listen Later Mar 12, 2025 30:08 Transcription Available


Click here to view the episode transcript ABOUT  ANNE-MICHELLE WANDInternational real estate expert and conscious investor.  Former single mom turned successful real estate entrepreneur who now lives in paradise on a Caribbean island in Panama debt free. Anne Michelle enjoys her life from this dream location, creating intentional investment opportunities for high earning professionals to diversify outside the USA.   With over 40 years of experience in real estate investments in emerging markets including Panama, Mexico, and the USA. She currently has a company called Passive Profit Partners that makes your money work for you instead of you working for your money.    THIS TOPIC IN A NUTSHELL:  Anne's initial foray into real estate investingHer journey to Panama and why she chose to invest thereGovernment initiatives to attract investorsInvestment Strategies and Future Projects in PanamaStarting a real estate franchise and creating a communityInvestment Opportunities & Advantages of Investing in PanamaReal Estate Development & Growth areasConnect with Anne-Michelle    KEY QUOTE: “For me, it's much more than about ROI at this point in my life. I have to see it benefit people and the business on multilevels, bringing business into the communities to provide services for those people. It will benefit the entire community, and it'll provide the investors with significant ROI over the long term.”  Summary of Business:Passive Profit Partners - We are a private investment fund with intentional and profitable real estate project development in Bocas del Toro, Panama.   ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #CreatingWealth #InvestmentFund #RealEstateDevelopment #LimitedPartners #RealEstateCommunity #FinancialFreedom #ConsciousInvestor #InternationalRealEstate #TrackRecord #LocationFreedom #Diversification #InternationalInvestments #BocasDelToro #Panama #BeyondBorders #InvestingAbroad #DebtFree #CarribeanIsland #PassiveProfitPartners #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH ANNE:Website: https://www.passive-profit-partners.comEmail: prosperity@a-lifeyoulove.com LinkTree: PassiveProfitPartners LinkTree  CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Real Estate Investor Goddesses
Syndication Simplified: Unlocking Real Estate Wealth with Desiree Doubrox

Real Estate Investor Goddesses

Play Episode Listen Later Mar 12, 2025 32:18


In this special episode of Getting Real with Monick Halm, we welcome Desiree Doubrox, founder and CEO of Homework, to dive deep into the world of real estate syndication—a powerful way to pool resources and invest in large-scale properties.With over 30 years of real estate experience, Desiree has been a trailblazer in co-living, co-working spaces, and syndications, raising millions to fund property acquisitions across the U.S., Canada, and Mexico. She shares her journey from entrepreneur to real estate investor and how she built a $10 million fund to scale her impact.You'll learn:✅ What is real estate syndication? (And how you can leverage it to invest in bigger deals)✅ Common myths about syndication—do you really need to be wealthy to get started?✅ Lessons from investing internationally—including a shocking escrow horror story!✅ Why the right partnerships & property management team are crucial to success✅ How you can participate in Desiree's "Syndication Simplified" Master ClassDesiree and Monick also discuss the power of giving back through real estate, the importance of leveraging OPM (Other People's Money), and how women can break into the male-dominated world of real estate investing to build wealth and financial freedom.

The Urban Property Investor
The Real Estate Wealth Engine

The Urban Property Investor

Play Episode Listen Later Mar 11, 2025 29:48


Do you want to level up your investing strategies and portfolio? In this episode learn how to build a portfolio that includes both stable buy-and-hold properties and riskier investments to accelerate wealth accumulation with an expert guide. We talk about the concept of dumbbell investing in real estate, emphasising the importance of balancing risk and reward in property investment.    Episode 243 covers strategies for all investors looking to improve their craft and get ahead to reap the rewards. Don't miss out, and tune into the Urban Property Investor.    I discuss -  00:00 - Introduction to Dumbbell Investing 02:56 - Understanding Risk in Property Investment 06:10 - The Buy and Hold Strategy 09:07 - Wealth Accumulation and Capital Growth 11:56 - Diversifying Your Portfolio 15:12 - Syndication and Joint Ventures 18:07 - De-risking Your Investments 20:58 - The Role of Sophisticated Investors 23:49 - Conclusion and Final Thoughts   Don't hesitate to hit me up on Facebook @SamSaggers. DM me any of your questions :)   If you're yet to subscribe, be sure to do so on your favourite channel.    Apple - https://pre.fyi/upi-apple   Spotify - ⁣⁣https://pre.fyi/upi-spotify ⁣ YouTube - https://pre.fyi/upi-youtube   And remember, I'm really good on 1.25 or 1.5 speed :)   Take care,  Sam   Hey Investors! It's great to see you here. To get you started on your journey we've popped a few educational resources below for FREE! ➡️ DOWNLOAD The Part Time Property Investor ebook-https://pre.fyi/yt-part-time-investor-ebook ➡️ DOWNLOAD The Property Investor's Cashflow Calculator-  https://pre.fyi/yt-cashflow-calculator  ➡️ REGISTER for a Property Investing Webinar -  https://positivere.events/learn-to-invest    Positive Real Estate's Property Investor Masterclass

John Tapp Racing
Episode 518: James Moss

John Tapp Racing

Play Episode Listen Later Mar 11, 2025 46:59


We've had a number of syndication company founders on the podcast over recent years, all sharing stories about their childhood passion for racing. James Moss is no different. His interest in the sport was  ignited by trips to the track with his father and grandfather. Further motivated by the deeds of champion mare Sunline, James was completely “hooked” by the time he reached early twenties. Family and friends were not surprised when he launched Tricolours Racing and Syndications in 2016. We talk to James about his subsequent journey. He responds  to a high compliment afforded him by one of the company's trainers. He talks of a return to equities trading once the company was up and running. James talks of the family who've supported him every step of the way. The syndicator remembers his late father Jack whose love of the Roosters NRL team inspired the company name and racing colours. James remembers early days at the track and his fascination with the mighty Kiwi mare Sunline. He pays tribute to a  couple of his favourite jockeys from the era. James agrees the choice of his second favourite horse might raise an eyebrow or two. The forty six year old talks about his career in the field of equities trading. He acknowledges the input of his business partner Paul King and communications and administration assistant Maryanne Sayers. James remembers the purchase of his very first yearling, an Uncle Mo filly for $50,000 at the 2017 Karaka Sales. Trainer John Sargent was there with him. The Tricolours founder summarises the purchase and subsequent deeds of the company's best performers to date. James says he doesn't set out to buy fillies but agrees it probably looks that way.  He talks about recent winners Manuscript, The Novelist and The Playwright two geldings and one filly all sired by Written By. James elaborates on the potential of promising two year olds Autumn Blonde and Artistic Venture. He talks about his determination to buy at the right price. Syndication has become a very important component in the burgeoning Australian racing industry. Great to chat with one of its most professional operators. 

Westside Investors Network
161. Breaking Misconceptions in a Competitive Market with Michael Voulgarakis

Westside Investors Network

Play Episode Listen Later Mar 5, 2025 29:17 Transcription Available


Check here for episode transcriptABOUT  MICHAEL VOULGARAKISMichael Voulgarakis is a seasoned commercial real estate professional with over 19 years of experience in debt and equity underwriting, capital raising, and asset management. At Southgate Ventures, he has successfully acquired 26 properties, completed 18 full cycle deals in the Puget Sound region, and asset managed real estate valued at over $300M. He holds a Master's in Commercial Real Estate Finance and a Bachelor's in Business Administration, equipping him with both the academic and practical expertise to deliver results in today's market.   THIS TOPIC IN A NUTSHELL: Insights on investing in blue citiesImportance of Evaluating Markets The impact of political perceptions Michael's background and journey in real estateInvestment focus of Southgate Ventures Understanding market dynamics Discussion on Tenant-Landlord Laws in SeattleRent control and rent increase processTenant demographics  Seattle vs. other West Coast markets.Economic growth drivers Property Taxes and Insurance Costs in Real EstateMarket Insights and Investment StrategiesEconomic Challenges in Portland and SeattleConnect with Michael KEY QUOTE: “Do not make an overarching assumption and a blanket statement about any market because I think what they're missing is opportunities to invest where other people are not. Go and talk to operators in that market and figure out what niche they have that they're making money in. “    Summary of Business:Southgate Ventures invests in value-add and core multifamily assets in the Seattle MSA, which is a talent magnet for industries of the future.  It has incredibly favorable demographic trends including a high concentration of lucrative tech, aerospace, biotech, and medical jobs which equates to a very creditworthy tenant base. A population growth projected at 3X the US rate, a job growth rate projected at 2X the US rate, and high home purchase costs, indicate increased rental demand.  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #CreatingWealth #BlueCities #Misconceptions #ValueAddMultifamily #WestCoastMarkets #CompetitiveMarkets #MarketFundamentals #DebunkingMyths #HighCostMarkets #RentControl #PacificNorthwest #CommercialRealEstate #SeattleMarket #MarketDynamics #RealEstateDynamics #UnderwritingDeals #TechCompanies #HousingDemand #HousingSupply #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork  CONNECT WITH MICHAEL:Website: https://sreventures.comLinkedIn: https://www.linkedin.com/in/michaelvoulgarakis    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Gavin J. Gallagher
243. The Wealth Elevator with Lane Kawaoka

Gavin J. Gallagher

Play Episode Listen Later Mar 5, 2025 43:45


Episode 243. The Wealth Elevator with Lane Kawaoka In this episode I speak with Lane Kawaoka, a former civil engineer turned real estate investor, about his journey in building a successful investment portfolio.  Lane is an published author with the book 'The Wealth Elevator,' providing actionable advice for wealth building beyond traditional methods.  The conversation covers various investment strategies, the importance of understanding market dynamics, and the transition from a stable job to full-time investing. He also shares valuable advice for aspiring investors, highlighting the need for long-term strategies and the importance of learning from financially successful individuals.  I hope you enjoy! Lane's Email: lane@thewealthelevator.com  About Lane: https://thewealthelevator.com/home/about-lane/  *** Join my free Newsletter

UBC News World
Marketing Strategies For Crypto, DeFi Startups In 2025: Why Use News Syndication

UBC News World

Play Episode Listen Later Mar 5, 2025 3:11


Alice In Farmland wants to take you down the rabbit hole to help you understand how to best establish credibility and trust around your new or existing crypto projects. Read their full guide at https://aliceinfarmland.com/fast-track-crypto-project-visibility-seo-success-build-trust-with-75-google-approved-news-sites/ Alice In Farmland Crypto News City: Fresno Address: 8930 North 6th Street Website: https://aliceinfarmland.com/

Real Wealth Show: Real Estate Investing Podcast
Syndication Investing 101: How to Build Wealth Through Passive Real Estate with Mauricio Rauld

Real Wealth Show: Real Estate Investing Podcast

Play Episode Listen Later Mar 4, 2025 49:14


Are you curious about real estate syndication and how it can help you build long-term wealth through passive investing? In this episode host Kathy Fettke sit down with Mauricio Rauld, a seasoned syndication attorney, to break down everything you need to know before diving into this powerful investment strategy. Mauricio explains what a syndication is and how it works, who qualifies to invest, and a how syndications are structured. He also walks us through the roles of general partners and limited partners, what a preferred return is, and how to vet a deal. Most importantly, Mauricio shares why today's market presents a strong opportunity for syndication investing. If you want to learn more, join Mauricio for an exclusive live webinar on March 12th at 5:00 PM PST, where he'll dive deeper into syndication investing. Register now at https://www.RealWealth.com/webinars.  Don't miss this opportunity to gain expert insights and take the next step in your syndication investing journey! LINKS: OUR GUEST Mauricio Rauld, Esq.:  LinkedIn: https://www.linkedin.com/in/mauriciorauld/ Instagram: https://www.instagram.com/mauriciorauld YouTube: https://youtube.com/mauriciojrauld JOIN RealWealth® FOR FREE https://tinyurl.com/joinrws1042 WILD PINE SYNDICATION https://www.Realwealth.com/wildpines FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Webinars: https://realwealth.com/webinars/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com

Target Market Insights: Multifamily Real Estate Marketing Tips
How He Launched into Syndication During a Down Economy with John Makarewicz, Ep. 692

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Mar 4, 2025 45:14


John Makarewicz is the President and Head of Operations at Faris Capital Partners, a leading real estate investment firm. With over 15 years of industry experience, he brings expertise in operations, management, growth, and sales. His strategic leadership ensures the firm's efficiency, performance, and client satisfaction while driving long-term success. Previously, John served as President and CEO of Mark Spain Real Estate, where he led the company to over 400% sales growth in four years. His ability to optimize processes, improve lead conversion, and scale businesses has earned him industry recognition. Passionate about helping stakeholders grow, John is a visionary leader dedicated to delivering high-quality results. Outside of work, he enjoys creative pursuits and quality time with family.   In this episode, we talked to John about his investment company, Faris Capital Partners and their entry into the market, having a clear business plan, vision and mission, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Real Estate Syndication;   03:29 John's background; 17:20 His entry into the market; 25:00 Working above the business and having a clear business plan; 33:31 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Not insisting enough on his old client to move forward with the work on time. Digital Resource: Audible. Most Recommended Book: The End of the World Is Just the Beginning . Daily Habit: Reading a book, breathing exercises and working out. #1 Insight for launching a syndication business today: Building a key team is critical. Best place to grab a bite in Atlanta, GA: Foundation & NFA Burger.   Contact John: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Passive Cash Flow Podcast
How to Select the Best LP Investments with Aleksey Chernobelskiy

Passive Cash Flow Podcast

Play Episode Listen Later Feb 28, 2025 32:48


LP Investment Expert and Linkedin Celebrity Aleksey Chernobelskiy joins the Passive Cash Flow Podcast to discuss how new and experienced LP (Limited Partner) investors can determine if an investment opportunity is fairly structured and a smart investment to meet their personal financial goals.Aleksey Chernobelskiy has reviewed hundreds of LP investment opportunity and can advise LP's if the GP fees are too high, is the structure fair, are the assumptions too optimistic, and how the investment opportunity compares to what else may be available in the LP space. Before you invest in your next LP deal, contact Aleksey Chernobelskiy to review the deal so you can confirm you're investing in the right opportunity for your investment goals.Aleksey Chernobelskiy advises limited partners (“LPs”) on existing and future investments. He's also the founder of GP-LP Match, a platform which allows LPs to see deals that match their specific investment criteria right in their inbox immediately after a GP submission. Aleksey writes weekly to 7,000 investors at www.LPlessons.co to explain how to properly vet and think about LP investments in the grand scheme of their portfolios. Aleksey also helps General Partners on matters relating to LPs, such as capital calls or feedback on investment decks.Prior to advising LPs, Aleksey ran STORE Capital's $10 billion commercial real estate portfolio and oversaw the firm's underwriting team. Aleksey graduated from University of Arizona with a quadruple major – Finance, Mathematics, Economics, and Accounting.Recommended articles:• Top 15 syndication mistakes - www.lplessons.co/p/top-15-syndication-mistakes• 26 questions to ask your GP -  www.lplessons.co/p/26-questions-to-ask-your-gp• Do sunk costs matter in capital calls? - www.lplessons.co/p/do-sunk-costs-matter-in-capital-callsFind Aleksey:• LinkedIn: http://www.linkedin.com/in/chernobelskiy• Twitter : https://twitter.com/chernobelskiy• Weekly newsletter (LP Investing Lessons): http://www.lplessons.co• Register for GP-LP Match: https://forms.gplpmatch.com/register ━━━━━━━  00:00 Intro01:27 Aleksey's Business Model04:37 Uptick in Real Estate Syndicators05:54 Feeder Funds08:16 Due Diligence for LPs13:15 The Wild West of Syndications15:32 The Importance of Understanding Your Investments21:35 Social Media Strategies: Value and Consistency24:00 Time Investment vs. ROI on Social Media25:47 Alternative Capital Raising Strategies27:20 Quality vs. Quantity in Networking28:26 LinkedIn vs. Twitter: Platform Effectiveness30:37 Contact Info━━━━━━━  Enhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/-━━━━━━━  Website - https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enTwitter- https://twitter.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg------------This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

Westside Investors Network
160. The Truth About Private Money and Hard Money Lending in Real Estate with Jay Conner

Westside Investors Network

Play Episode Listen Later Feb 26, 2025 35:31 Transcription Available


Click here to view the episode transcriptABOUT JAY CONNERJay Conner began investing in real estate in 2003. At the start of his career, he relied on his local banker and was able to put together a few deals. After years of feeling owned by the bank, he learned how to buy properties using creative financing, including subject to and using lease-options.  After the market crashed in 2008, he had to abandon everything he knew about how to finance his deals. Then he heard about the world of private money. He developed his own system for gathering millions of dollars for real estate deals. Jay's unique system allows him to enjoy 7-figure profits year after year.   THIS TOPIC IN A NUTSHELL: Jay's transition from traditional financing to private money Building trust and relationships with private lendersInvesting in Manufactured housing to single-family homesAdvantages of operating in a smaller marketThe distinction between private money and hard money lendingMechanics of Private Money and Self-Directed IRAsEducational conversations vs. Funding requestMisconception on raising capital Strategies for new investors to secure private moneyJay's new private money challenge About the book "Where to Get the Money Now" Connect with Jay KEY QUOTE: “The worst time to be raising money is when you need it for a deal.”    ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #RealEstateInvesting #RealEstate #CreatingWealth #HardMoney #RaisingCapital #PrivateMoney #PrivateMoneyLending #PrivateMoneyAuthority #CreativeFinancing #DealFinancing #PrivateMoneyLenders #PrivateLenders #TraditionalFinancing #FundingSolutions #SellerCarryDeals #Loans #PrivateLending #SelfDirectedIRAs #ManufacturedHousing #InvestmentStrategies #HardMoneyLending #Acquisition #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork  CONNECT WITH JAY:Website: https://www.jayconner.comFacebook:  https://www.facebook.com/jay.conner.marketing Linkedin:  www.linkedin.com/company/jay-conner-private-money-authority-real-estate-investing X:  https://x.com/JayConner Jay's book: Where To Get The Money Now    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy [SHORTS] | The Art of Securing Real Estate Deals

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Feb 25, 2025 4:15


Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy [SHORTS] | Senior Living Market: Opportunities & Trust

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Feb 23, 2025 4:23


Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy | Mindset, Systems, and Syndication: The Vinney Chopra Way with Rama Chunhu

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Feb 21, 2025 31:25 Transcription Available


How did a man with just $7 in his pocket build a $1 billion real estate empire in 45 years?  

Real Talk Personal Finance's Podcast

Subscriber-only episodeTEXT THE SHOW!!!Questions, Comments, or Show Ideas?Email the show: RealTalkPersonalFinance@gmail.comBECOME A PREMIUM SUBSCRIBER TODAY!Get some RTPF merch! Use Promo Code RTPF10 for 10% off!Interested in starting your own podcast? Get a $20 Amazon giftcard with this link! Here's the USB microphone I use for the show Here's the Pop Filter I use on my microphone for the show Here's the Headset I use for the show

Westside Investors Network
159. How This Firefighter Found Success in Real Estate Investing with Dave Seymour

Westside Investors Network

Play Episode Listen Later Feb 19, 2025 37:55 Transcription Available


Click here to view the episode transcriptABOUT DAVE SEYMOURDave Seymour, a retired 16-year veteran of the Fire Service launched his Real Estate career during the last market crash, rapidly becoming one of the Countries top investors. Dave is considered a leading expert in commercial multi-family and ground-up development transactions. His success in business and Real Estate put him on the radar of A&E television network as well as multiple news organizations like CBS, ABC, CNBC,and FOX News.“FlippingBoston” aired on A & E for multiple seasons. He has helped accredited investors on their very first deal as well as guided large investment firms through complex transactions. Dave's unwavering commitment to success is why investors seek his advice and choose to invest alongside his team at Freedom Venture Investments.   THIS TOPIC IN A NUTSHELL: Dave's Journey from Firefighting to Real Estate InvestingForeclosure, Wholesaling and Flipping Capital Raising Strategies Operational Structure and ManagementMarket Trends and DynamicsRent Increase Strategies and Market InsightsDiscretionary Spending Investor Engagement and Market ExplorationPersonal Experiences and Career TransitionsConnect with Dave  KEY QUOTE: “It goes back to the firefight. Looking to your left and right and knowing that you've got a massive skill set and capacity around you. One of the things I learned a long time ago was don't be the smartest person in the room because if you are, you're in the wrong room. “  SUMMARY OF BUSINESS: Freedom Venture - We are a private equity real estate firm offering investment opportunities for accredited investors. We specialize in multifamily acquisitions and development.   ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #CreatingWealth #FireFighter #FireFighting #CommercialRealEstate #Foreclosure #Multifamily #MultifamilyInvesting #FreedomVenture #GroundUpDevelopment #Construction #CapitalManagement #RaisingCapital #Wholesaling #Flipping #InvestmentOpportunities #MarketConditions #FreedomVenture #Florida #Acquisition #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork  CONNECT WITH DAVE:Website: http://www.freedomventure.comX: https://twitter.com/daveseymour343?lang=enLinkedIn: https://www.linkedin.com/in/daveseymour343/Facebook-Facebook: https://www.facebook.com/DaveSeymourLiveInstagram: https://www.instagram.com/daveseymour343YouTube: https://www.youtube.com/@LEGACYAllianceClub    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

The IDEAL Investor Show: The Path to Early Retirement
How He Acquired 574 Apartment Units in 4 Years | Investor Expert | Syndication series

The IDEAL Investor Show: The Path to Early Retirement

Play Episode Listen Later Feb 19, 2025 31:20


Ryan Twomey co-founded TR Capital Partners so he can help educate other sales leaders and business owners on how they can grow and protect their wealth by passively investing in apartments. Investors with TR Capital Partners have broken free from the Wall Street rollercoaster and found financial peace of mind through real estate investing.[00:00] How Ryan found Syndication[03:12] Why Syndication? Risks involved[07:11] Why Build Right Relationships and Investors[13:25] Performance and Returns of Current Deals[16:27] Challenges in the Real Estate Market[21:08] What to consider when investing[28:21] Investor Q&A | Learn more about syndicationConnect with Ryan at https://www.linkedin.com/in/ryantwomey1/Any questions?*** Interested in our $10k/month passive strategy? Just sign up for our newsletter at https://bit.ly/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

Gavin J. Gallagher
241. Put the Right People in the Right Seats with Andrew Reichart

Gavin J. Gallagher

Play Episode Listen Later Feb 19, 2025 49:54


Episode 241. Put the Right People in the Right Seats with Andrew Reichart In this conversation I speak with Andrew Reichart of Birgo Cpital and Birgo Realty, a private equity investment business active in the real estate sector and operating across 4 states in the US from its base in Pitsburgh. Andrews Book: https://www.rosjourney.com/  Birgo Capital: https://www.birgo.com/capital  Connect with Andrew: https://www.linkedin.com/in/andrewreichert/  *** Programs LEARN MORE (Accelerator) https://epa-application.scoreapp.com/  REGISTER INTEREST (Property Starter Pack) https://gavinjgallagher.kit.com/starter  Other Links CHECK OUT my YouTube Channel https://www.youtube.com/@GavinJGallagher  Sign up for my weekly Newsletter https://gavinjgallagher.ck.page/newsletter Join the FREE SKOOL Community https://www.skool.com/elite-property-accelerator/about  Show some LOVE, buy me a coffee buymeacoffee.com/gavinjgallagher  Social Media LinkedIn: https://www.linkedin.com/in/gavinjgallagher/ Instagram: https://www.instagram.com/gavinjgallagher/ TikTok: https://www.tiktok.com/@gavinjgallagher/ *** #realestate #investment #innvation #impact

Creating Wealth through Passive Apartment Investing
The Role of a Passive Investor in Apartment Syndication!

Creating Wealth through Passive Apartment Investing

Play Episode Listen Later Feb 13, 2025 5:26


Learn about the role of a passive investor in apartment syndication and how to earn passive income without being a landlord. Discover how to assess deals, understand your responsibilities, and maximize returns. You'll learn the key responsibilities of a passive investor, including evaluating syndicators, analyzing markets, reviewing deals, and monitoring performance. Also, uncover the many benefits of passive investing such as truly passive income, diversification, and leveraging professional expertise. We also address common misconceptions and provide a step-by-step guide on how to get started. Grow your wealth while focusing on what you love by partnering with the right syndicator. Support the showFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2025 virtual conference - https://mfap360.com/To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

The Wealth Flow
EP148: Master Class A Real Estate Development for Maximum ROI - Justin Goodin

The Wealth Flow

Play Episode Listen Later Feb 12, 2025 43:18


Join Justin Goodin as he shares his journey from a banking career to becoming a multifamily real estate developer. Discover the complexities of developing Class A mixed-use projects, the advantages of passive income through real estate, and his strategic shift from managing bridge loans in finance to overseeing ground-up development projects across Indiana. So, better dial in! Key Takeaways To Listen For Major upsides of large-scale syndications How ground-up development allows creative control and less competition A crucial strategy for making real estate projects feasible Why effective communication and building trust with local governments are essential Book recommendation for personal and professional development Resources/Links Mentioned In This Episode Stay Sane in an Insane World by Greg Harden | Kindle and Hardcover   Start building generational wealth with Goodin Developments' FREE 7-day email course! Learn to passively invest in real estate development opportunities and take the first steps toward financial freedom. Sign up now at https://goodindevelopment.com/course/. About Justin GoodinJustin Goodin is the founder and CEO of Goodin Development. He graduated from the Kelley School of Business, majoring in finance and supply chain management with a minor in economics. After investing in single-family homes, he discovered a more powerful way to build generational wealth and create time freedom for himself and his family- investing in multifamily apartment buildings. Justin educated himself on the powerful benefits of apartment investing and learned there are far superior ways to invest capital, other than a traditional 401K or relying on the unpredictable stock market. Now, he is passionate about helping others do the same. Connect with Justin Website: Goodin Development | Next Level Financial Modeling LinkedIn: Justin Goodin | Goodin Development Facebook: Goodin Development Instagram: @justin.goodin X: @_JustinGoodin Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

PoFU Podcast
056 | Vacation House Hack

PoFU Podcast

Play Episode Listen Later Feb 11, 2025 26:37


Special thanks to Mr Nathaniel Williams for joining us in the studio where we do a deep dive on his "Vacation House Hack", his family vacation home that also doubles as a VRBO. Merlin Hütte is a single family house in the foothills of Schuss Mountain, an all-season golf and ski resort in northern lower Michigan. With year-round amenities including golf, skiing, mountain biking, and lakes, Merlin Hütte has proven to be a good investment that also creates lasting memories for the family. Check it out on IG @merlinhutte

Zen and the Art of Real Estate Investing
214: How To Make Your Money Work Harder Through Syndication with Sam Morris

Zen and the Art of Real Estate Investing

Play Episode Listen Later Feb 6, 2025 49:38


Syndications are popular for experienced investors, but they're also gaining steam for new investors who want to make their money work harder. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Sam Morris, CEO of Sunset Capital, a Houston-based vertically integrated real estate investment and asset management firm. Sam has over 18 years of experience as a corporate banker and more than 20 years in real estate acquisition and disposition. Jonathan and Sam begin their conversation by discussing real estate cycles and why it's important to hang on despite the ups and downs of the market. Sam outlines his experiences during the 2008-09 financial crisis and how he entered real estate investing through his career as an underwriter in corporate banking. You'll hear why syndications appealed to Sam, the importance of risk mitigation, and the dangers of underinsured assets. He explains the tipping point coming with insurance costs, the importance of transparency with investors, and the two assets Sam sticks to. He shares why self-storage is catching up to multifamily in popularity, why you need to know who potential buyers of an asset are before the buy, and how vertical integration can benefit syndications. Buying into a syndication means someone else is putting in the hard work while the asset creates passive income for the investors. To learn more about making your money work harder through syndications, don't miss this episode with experienced investor Sam Morris. In this episode, you will hear: Understanding the cycles of real estate and hanging on through the ups and downs Sam Morris's experiences during the 2008-09 financial crisis How Sam entered the real estate world through a career as an underwriter Why syndications appealed to Sam and the risk mitigation associated with those deals The dangers of underinsured assets, the tipping point that's coming with insurance costs, and being transparent with investors Sam's two assets–multifamily and storage–and the avatar of his investors What ECRI is and why self-storage is quickly catching up to multifamily Recognizing who the potential buyers of an asset are before the buy and having an exit strategy in place The importance of vertical integration and the difficulties of property management Where Sam finds deals and provides advice for new investors who want more passive investments Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/214/ to download it. Supporting Resources: Sunset Capital - www.sunset-capital.com Sunset Capital on YouTube - www.youtube.com/@sunsetcapital Sunset Capital's Facebook page - www.facebook.com/sunsetcapitalre Find Sunset Capital on Instagram - www.instagram.com/sunset_capital Connect with Sunset Capital on LinkedIn - www.linkedin.com/company/sunset-capital-tx Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Best Real Estate Investing Advice Ever
JF3807: Broker-Dealer Capital Raising, Fund of Funds Structures, & Syndication Investment Strategies ft. Joseph Archbold

Best Real Estate Investing Advice Ever

Play Episode Listen Later Feb 5, 2025 24:37


Slocomb Reed interviews Joe Archbold, the owner of Anthem Investing, who shares his journey into real estate investing and the role of broker dealers in syndication. Joe discusses the benefits of passive investing through broker dealers, the vetting process for sponsors, and the compensation structures for broker dealers. He also explains why operators choose to work with broker dealers and explores the fund of funds model, providing insights into the complexities of capital raising in the real estate sector. Sponsors: Crystal View Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Westside Investors Network
158. Land Investing 101: Spotting Great Deals and Avoiding Red Flags with Mark Podolsky

Westside Investors Network

Play Episode Listen Later Feb 5, 2025 34:21 Transcription Available


ABOUT MARK PODOLSKYMark owns Frontier Properties, a land investment company. Mark (AKA The Land Geek) is widely considered the country's most trusted and foremost authority on buying and selling raw, undeveloped land in the United States.   Since 2001 Mark has completed over 6,000 raw land deals with an average return on investment of over 300% on cash purchases and over 1000% on land deals that he financed. Mark is the host of one of the top-rated podcasts in the Investing Category on iTunes aptly titled The Art of Passive Income Model.   THIS TOPIC IN A NUTSHELL: Mark's career and journey to real estate About his book "Dirt RichResilience in building a land investment businessFrom investment banking to land investingStrategies for selling land and creating cash flowLand Market IdentificationHis method of acquiring land dealsCommon pitfalls and red flags in land investingSoftware tools used to streamline the systemsCoaching and helping others succeedConnect with Mark KEY QUOTE: “If you look at the cycle in real estate, there are times that it's going to be easy to buy and it's going to be easy to sell, let's call it equilibrium. But at any one point in that cycle, you're still in a good situation, especially if you know where you are at in the cycle. “   SUMMARY OF BUSINESS: Frontier Properties, a land investment company - specializes in the acquisition of raw & developed land throughout the United States. We look for property in the path of development with compelling attributes and excellent ingress and egress.    ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #ClosingDeals #CreatingWealth #TheLandGeek #DirtRich #LandInvestment #LandInvesting #InvestmentStrategies #LandDeals #RedFlagsToAvoid #CommonPitfalls #RealEstateCycle #RawLand #LandFlipping #LandAcquisition #BuyingAndSellingLand #BestSellingAuthor #PassiveIncomeModel #LeasingRawLand #Acquisition #InvestorReturns #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork  CONNECT WITH MARK:Website: https://www.thelandgeek.comLinkedIn:  https://www.linkedin.com/in/thelandgeek     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

The IDEAL Investor Show: The Path to Early Retirement
Flipping Multifamily Properties in Wyoming | Investor Expert Interview

The IDEAL Investor Show: The Path to Early Retirement

Play Episode Listen Later Feb 5, 2025 36:07


With a Masters degree in petroleum engineering, Casey Gregersen, CEO of Bighorn Capital Fund, leverages this experience to help professionals, particularly in the oil and gas industry, achieve financial independence through strategic real estate investments. More about this interview below:00:00 Intro - Engineer turned Real Estate Investor02:24 Challenges and Insights from Working Offshore04:58 Real Estate Strategies and Market Insights06:07 Opportunities and Market Dynamics in Wyoming14:35 Grow your portfolio fast!15:45 Syndication and Fund Opportunities26:02 Creative Financing and Market Adaptation29:25 Final ThoughtsConnect with Casey at https://caseygregersen.com/Any questions?*** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

Entrepreneurial Impact
From Sales to Syndication—How Cassidy Burns Built a Real Estate Empire

Entrepreneurial Impact

Play Episode Listen Later Feb 5, 2025 27:16


In this episode of Entrepreneurial Impact, Joe Martin sits down with real estate investor and business owner Cassidy Burns, the founder of BPG Holdings, AVEC Construction, and a vertically integrated real estate firm in the Washington, D.C. metro area.Cassidy takes us through his journey from personal training to real estate sales and how he leveraged strategic investments, property management, and construction to build a multimillion-dollar portfolio. He breaks down the mindset shifts, financial strategies, and business decisions that led him to create a $500M real estate vision—and why his biggest focus today is raising capital and scaling his operations.If you're a real estate agent looking to level up, an investor exploring multifamily syndications, or an entrepreneur wondering how to systemize your business for long-term wealth, this episode is a must-listen.Main Talking Points

Multifamily Investor Nation
36-Unit Avanti In Red Wing, MN With Matt Faircloth, Apartment Syndication Expert

Multifamily Investor Nation

Play Episode Listen Later Feb 3, 2025 39:25


Whitney Elkins-Hutten of PassiveInvesting.com interviews apartment syndication expert Matt Faircloth, who pulls back the curtain on his 36-unit Avanti in Red Wing, MN. Matt's journey into real estate is anything but ordinary. He shares how DeRosa Group evolved from managing their own properties to collaborating with developers and dives deep into the nitty-gritty of his Avanti deal. Get ready for an insider's perspective as Matt candidly discusses the hurdles he overcame, including the challenge of construction costs, the strategic maneuvering required to secure valuable government incentives, and the power of building partnerships. Don't miss this opportunity to learn from a true industry expert!

Westside Investors Network
157. From Closing Deals to Creating Wealth: A Broker's Journey to Syndication with Will Matheson

Westside Investors Network

Play Episode Listen Later Jan 29, 2025 34:09 Transcription Available


ABOUT WILL MATHESONWill Matheson is the co-founder of Matheson Capital, a real estate investment firm based in Charleston, South Carolina.  Prior to forming Matheson Capital, founders Will and Evan worked as commercial brokers for Marcus & Millichap in Raleigh, NC. In just two years, they completed over 50 investment sales transactions totaling over $200 million as a part of the region's top team.  Since the start of 2018, they have completed over 16 acquisitions, and have over $100 million of multifamily assets under management.    THIS TOPIC IN A NUTSHELL: ·         Will's journey into Real Estate and Matheson Capital·         First significant venture as an investor·         Advantages of being a broker and investor·         Acquiring properties off-market·         Target Market and Networking Strategies·         Advantages of using the MLS for acquisitions·         The role of value-add strategies·         Importance of Interior Renovations ·         Matheson Capital's Current Status and Future Plans·         Identifying New Opportunities·         Selling assets at the right time ·         Importance of short-term holds for building credibility ·         Profitability of property management·         Connect with Will KEY QUOTE:  “Cold calling and dealing with constant rejection really translates nicely to raising equity because you will get rejected by a lot of investors.”  SUMMARY OF BUSINESS:Matheson Capital is a real estate investment firm based in Charleston, South Carolina. Through value-add strategies and a focus on the Southeast, we strive to deliver above-market returns. Since the start of 2018, we have completed over a dozen acquisitions and realized a weighted average investor return of 40%.       ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #AparmentInvesting #AssetManagement #CashFlow #Broker #Syndicator #Multifamily #Acquisition #ValueAdd #BrokerageBusiness #MultifamilySyndication #CommercialBrokers #MarcusAndMillichap #Charleston #ClosingDeals #CreatingWealth #BrokersJourneyToSyndication #MathesonCapital #InvestorReturns #RealEstateInvestments #SouthEast #RiskAdjustedReturns #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #RentalProperty #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH WILL:LinkedIn:  https://www.linkedin.com/in/wlmatheson X: https://x.com/WLMatheson3     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Target Market Insights: Multifamily Real Estate Marketing Tips
Avoid These Syndication Mistakes with Tilden Moschetti, Ep. 680

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Jan 21, 2025 34:21


Tilden Moschetti, Esq. is a syndication attorney that focuses exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity funds. Tilden is a highly regarded expert in syndication as an attorney, a syndication coach, General Counsel to two private equity funds, and an active syndicator himself. He has been featured on NPR, NBC News, People Magazine, the National Law Journal, the San Francisco Chronicle, and the Los Angeles Business Journal. A fundamental difference between Tilden and other attorneys is that Tilden came to the practice of syndication law as a syndicator of his own deals first. Tilden's practice as a real estate attorney changed gears when a partner showed him a deal and asked him if they could syndicate that deal together. Both investors and Tilden made a great return, so he kept syndicating. As his successes grew doing deals, 9 years ago he refocused his firm away from real estate law, to syndication law exclusively.   In this episode, we talked to Tilden about syndications, its differences with joint ventures, common mistakes made by syndicators, vetting syndication attorneys, tips for new passive investors, syndication partners, and much more.   Get ready for REWBCON 2025, happening from April 10th - 12th! Use my code JOHN at checkout for 10% off your ticket.   Syndication Law;   02:36 Tilden's background; 03:27 An insight into syndications; 04:37 Syndication vs. Joint Venture; 09:12 An insight into the common mistakes made by syndicators; 14:41 Vetting syndication attorneys; 21:03 Tips for new passive investors; 28:17 Round of Insights; 31:40 An insight into vetting the dedication of your partners   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: A deal in Arizona going sideways, teaching Tilden to pick the right people to do business with, and succeed. Digital Resource: News outlets, such as Financial Times and Bloomberg. Most Recommended Book: Sports for the Soul. Daily Habit: Focusing on gratitude and target achievements. #1 Insight for selecting the right syndication attorney: Talking to people and finding the right person to work together with that fits your needs is the key. Best place to grab a bite in Raleigh, NC: Northside Bistro.   Contact Tilden: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy [SHORTS] | Maximizing Real Estate Investment: Secrets to Success

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Jan 19, 2025 3:54


Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/oqeU5btGlYI Spotify: spoti.fi/423B4fz iTunes: https://apple.co/3H9XKBo       ——      

Best Real Estate Investing Advice Ever
JF3789: Syndication Structures, Property Management Strategies, & Scaling Through Education ft. Nico Salgado

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jan 18, 2025 29:07


Slocomb Reed interviews Nico Salgado, a principal at Small Axe Communities, who shares his journey from being a school teacher to a multifamily syndicator. Nico discusses his investment strategy, the challenges he faces in property management, and the importance of education and networking in real estate. He emphasizes the significance of syndication in his investment approach and shares insights on leasing strategies and metrics. The conversation concludes with lessons learned from past mistakes and how to contact Nico for further engagement. Sponsors: Crystal View Capital Altra Running Learn more about your ad choices. Visit megaphone.fm/adchoices