Passive Investing from Left Field
Today's episode featured Infielder Dan Reece. Dan was a Financial Planner turned High School Athletic Director/Football Coach, turned full time Real Estate Investor. Listen in to learn what sparked Dan to take the first step into passive investing. Learn what his advice is for those that are looking into the industry. If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.
On this episode, we chat with Aharon Goins about using what's around you to succeed. Many times we get caught in the paralysis by analysis phase and fail to get anything done, we get caught up in the next "big thing". Aharon shares tips to help avoid these pitfalls. Resources surround us everywhere, its up to us to make the best use of them in order to find success. Aharon is an active real estate investor and retired military veteran. Aharon hosts the weekly All in on a real estate meetup every Thursday at 7:00 pm EST. The mission of the meetup is to teach the attendees the benefits of real estate investing.Aharon got into real estate because he wanted to get out of the “Rat Race” of working for someone else and to change lives for the better. He is determined to help people build generational wealth through real estate not only for them but for their families.
You can afford an $8M apartment building. Perhaps you just haven't really asked: “How?” The answer: syndication. Today's guests are The Real Estate Guys, Robert Helms and Russell Gray. They've had a profound influence on me. If you're an active real estate investor with some experience, caught the real estate bug, and want to go full-time, Robert and Russ are masters at helping you go bigger, faster with syndication. You can aggregate other investors' money to buy a deal that you could not afford on your own, like a large apartment building, self-storage unit, or car wash. You must find both deals and investors. Syndicators must follow SEC rules. When you find a deal, the numbers must work for investors. But it helps that your project has a deeper story and meaning. Russell Gray provides an example. The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action Twice annually, they host the live, in-person Secrets Of Successful Syndication event. Resources mentioned: Show Notes: www.GetRichEducation.com/441 Join the next Secrets of Successful Syndication seminar: https://ap216.isrefer.com/go/soss/A0011/ Listen to The Real Estate Guys Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE or e-mail: info@RidgeLendingGroup.com Memphis & Little Rock property that cash flows from Day One: www.MidSouthHomeBuyers.com Find cash-flowing Jacksonville property at: www.JWBrealestate.com/GRE Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review” Top Properties & Providers: GREmarketplace.com Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free—text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Keith's personal Instagram: @keithweinhold
Whitney Elkins-Hutten of PassiveInvesting.com interviews Matt Faircloth, an Apartment Syndication Expert, to talk about his 670-Unit Multifamily Portfolio. Matt realizes how easier he could take down larger projects if you've got the wherewithal of the team, the capital raising capacity, asset management, the balance sheet, and more. That is why he emphasizes the value of doing due diligence. He dives deep into how they did that in this deal, along with the surprises, both the good and the bad, they encountered. So grab a pen and paper, and learn the process of acquiring a deal this big in this insightful episode.
Passive Investing from Left Field
This week, Jim Pfeifer joined me to share updates to our communication and meeting schedule. We've made a lot of improvements to how we connect with the community and felt it was worth summarizing this in the podcast for current LFI members and for those that are new to our community. Listen in and learn how to keep track of our schedule. Starting with how to find our Events Calendar on the website. Additionally, we pointed out where to find the Deal Tracker to look at what opportunities Sponsors have been sharing with LFI.See the links below:https://leftfieldinvestors.com/eventcalendar/https://leftfieldinvestors.com/lfi-group-deal-tracker/ Jim also shared the cadence of emails and meetings that we are targeting going forward. We are attempting to streamline all of this information and make it more efficient for the community to keep track. If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field
In today's episode of the Share the Wealth Show, Sonya Rocvil explores the important topic of self-care and why it's not selfish, the discussion centers around the importance of learning to choose what you truly want to do and being able to let go of the things that are not aligned with your goals. Sonya Rocvil is the Principal and Founder of Bedrock Real Estate Investors, a privately-owned real estate company, specializing in the acquisitions and asset management of multifamily apartments in the United States. She has syndicated and operated multifamily deals totaling 462 units and valued at over $25m. Sonya has successfully life-cycled four apartment complexes totaling 374 units. She has also been an equity partner for multifamily investments totaling 438 units and valued at $28.7m. Sonya began her career as an auditor and later transitioned to finance at a Fortune 500 Company. Her depth of knowledge in business analytics and strategic implementations that drive growth has made her successful in acquiring and operating multifamily properties. Join us as we share tips and insights on how to create your own not to-do list and make self-care a priority in your life. Let's get started! ________________________________ FREE Discovery call for The Microfamily Investing Accelerator https://calendly.com/noirvest/themicrofamilyinvestingaccelerator ________________________________ [2:15 - 8:45] The Importance of Prioritizing Goals and Finding Alignment - discusses the importance of letting go of activities that are not aligned with our goals and priorities. - Volunteering is highlighted as a means to meet new people and learn from them. - Sonya stresses the significance of alignment, where our actions and decisions should be aligned with our chosen direction. - Nicole acknowledges the challenges of juggling multiple activities and how it can lead to self-doubt. - They explain that holding onto things that we thought were aligned with us could hinder our growth. - Sonya shares about a friend who realized that taking on more activities did not necessarily result in the desired outcome. [12:10 - 17:15] Finding the Right Balance Between Prioritizing and Letting Go - How juggling multiple activities can be time-consuming, especially for mothers who also need to give time for their family. - They stress the importance of knowing which activities to prioritize and which ones to let go. - They also highlight the significance of transitioning smoothly, as it enables individuals to pass on their knowledge and skills to others. By doing so, they can help the next generation learn and carry on with the task at hand. [12:10 - 17:15] Who is Sonya Rocvil? - Sonya recommends the Real Estate Associate Program (REAP), which provides opportunities to expand one's network and learn from peers. - Sonya shares her personal journey of pursuing her passion for real estate and how she started exploring this field [23:45 - 27:15] Importance of Establishing Credibility and Syndication - Nicole asks about Sonya's initial investment. - Sonya describes her experience as a passive investor and emphasizes the importance of leveraging the knowledge gained from such ventures. - She also stresses the significance of establishing a strong foundation of credibility at the outset of any investment endeavor. - Syndication involves pooling funds from multiple investors to participate in a deal. Quote "You cannot help anybody if you're not okay." - Sonya Rocvil "You only have this limited amount of space, in your mind, and if you keep cramming things in there, you're not going to be able to function at your best." - Sonya Rocvil Connect with Sonya! Website: www.bedrockreinvestors.com Instagram: https://www.instagram.com/sonyarocvil/?hl=en LinkedIn: https://www.linkedin.com/in/sonyarocvil/ ___________________________________________ Let's get connected! You can find Nicole on LinkedIn https://www.linkedin.com/in/nicole-pendergrass/ Instagram https://www.instagram.com/nvestornikki/?hl=en Facebook https://www.facebook.com/nvestornikki or Visit her website https://noirvestholdings.com LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here. https://podcasts.apple.com/us/podcast/share-the-wealth-show/id1622218163
Money Girl's Quick and Dirty Tips for a Richer Life
Laura interviews Denise Piazza, CPA from One Street Capital, about making profitable real estate investments on your own or through passive syndication, where someone else handles all the details.Money Girl is hosted by Laura Adams.Have a money question? Send an email to firstname.lastname@example.org or leave a voicemail at 302-365-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links: https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/
What is build-to-rent? How does it differ from traditional multifamily properties? And how exactly does it work? Ruben Greth, a seasoned BTR developer, is here with us this week to tell us everything we need to know about this unique space. Ruben Greth is a multifamily build-to-rent syndicator, the Managing Partner of Legacy Acquisitions, and the Capital Raiser Show host. With Legacy Acquisitions, Ruben and his team provide investors with off-market BTR cash flow opportunities in the best submarkets and neighborhoods. Ruben and I punch through a multitude of topics in this week's interview—syndications, working with passive investors, development, build-to-rent, and more. Build-to-rent is a relatively new space, and Ruben explains how it differs from other niches, how he works with other partners (engineers, developers, etc.), and how these “horizontal multifamily” subdivisions came about. The build-to-rent space has a lot of potential, and we're glad to have an expert on the show to discuss how it works. If you're interested in finding new multifamily investment opportunities, you certainly don't want to miss this episode. KEY TAKEAWAYS 1. Syndication and joint ventures involve passive investors. 2. Allowing people to invest directly in real estate empowers passive investors to learn more about direct investing instead of working through brokers. 3. In the context of build-to-rent, development varies depending on the market's location. 4. If you want to have an A-class build-to-rent, you have to have attractive amenities. LINKS https://www.linkedin.com/in/rubengreth/ https://capitalraisershow.com/ https://legacyacquisitions.com/ INVESTMENT OPPORTUNITIES Want to invest alongside Reed? All investments are 100% PASSIVE. Historical returns to accredited investors have ranged 18-31% annualized! To find out more, head on over to… www.reedgoossens.com
Todd Sulzinger is the CEO of Blue Elm Investments, a private equity real estate firm based in San Francisco, CA. Todd is a former Silicon Valley finance executive turned real estate investor. He founded Blue Elm in 2018 to create curated real estate investment opportunities for investors to allow them to passively invest in real estate as a strategic way to diversify their portfolios outside of the stock market. Todd is the co-author of Success Habits of Super Achievers, an Amazon bestseller with inspiring stories to accelerate your success. In this episode, Todd Sulzinger shares his knowledge on passive real estate investing through syndication. He'll provide tips on how to save time and avoid costly mistakes. Plus, discover the differences between C, B, and A class properties and how each can offer great returns when done correctly. Learn about how to make money off of investments with distributions and increased property value as well as the higher turnover of C properties and the potential risks associated with them. And hear about adding additional income streams for tenants and being two hours away from a major metropolitan area to get supplies. Don't miss out - tune in now! [00:01 - 05:50] Transitioning Into Real Estate Syndications He started investing in single family homes in 2013 and eventually transitioned into real estate syndications He advises people to share their real estate investing stories so that potential investors know they are serious about it Passive residential real estate is vastly different from passive multi-family real estate [05:51 - 11:40] Investing in Real Estate: From Mailbox Money to Flipping Apartment Complexes Passive multi-family real estate allows for deposits to be made directly into an account Many apartment buildings are owned by groups of people rather than billionaires Syndication is a great way for people to get started in real estate investing without having to put in large amounts of money It is beneficial to invest in one's own backyard as it is easier to manage and understand the local market Investing in Class C single family homes can yield significantly higher cash flows than Class B single family homes [11:41 - 17:31] Closing Segment Todd shares why offering covered parking and reserved parking can create additional income streams To learn more about Todd and his work, listeners can visit blueelminvestments.com! Tweetable Quotes: “When you're in a market as closely as you are, that's so valuable. ” – Todd Sulzinger “It wasn't called syndication back in the fifties or sixties, but that's how these things get purchased and create legacy wells and cash flow and all those things.” – Todd Sulzinger You can connect with Todd Sulzinger through his: Website: blueelminvestments.com Email: email@example.com Social Media: LinkedIn, LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.
Get your real estate gears ready, as Brock Mogensen shows us the potential of syndication in wealth building and business scaling. Listen in to learn the skills and knowledge you need to achieve investing success, one step at a time! WHAT YOU'LL LEARN FROM THIS EPISODE How to maximize occupancy in an industrial asset rental Investing in multifamily vs. industrial properties Communication strategies behind good broker connections Benefits you can get from a steady broker relationship track record Why background knowledge is crucial in the syndication business RESOURCE/LINK MENTIONED The 10X Rule by Grant Cardone | Hardcover, Paperback, and Kindle (missed resource) ABOUT BROCK MOGENSEN Brock previously worked as a call center agent until he owned real estate assets, which led him to quit and focus on a syndication career that became a Billion dollar figure income. He used mentorship courses and events to learn and be educated in the field, inspiring people that anyone can do this. CONNECT WITH BROCK Website: Smart Asset Capital | CRE Syndicator (missed resources) LinkedIn: Brock Mogensen Instagram: @brockmogensen Twitter: @Brock_Mogensen CONNECT WITH US Email: firstname.lastname@example.org Instagram: Shawn Winslow YouTube: Shawn Winslow LinkedIn: Shawn Winslow Facebook: Shawn Winslow
Creating Wealth through Passive Apartment Investing
With Fortune 50 management and Big 4 leadership experience under his belt, Hendra Tambunan, Principal at Idea Box Capital, has turned his entrepreneurial ambitions towards Single Family investing eventually turned into multifamily investment in late 2018, a decision that has allowed him to access new opportunities and expand his financial interests. His portfolio includes more than 700 apartment units in Texas and Kentucky. Key Highlights- Getting started in multifamily investments- Plugging in the right community of investors- Investing in Joint Venture deals over Syndication deals- Picking up an investment target market- Investment markets for the next 12-18monthsConnect with HendraPhone: 510-270-2920Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: email@example.comWebsite: www.ushacapital.com Register for this year's Multifamily AP360 virtual conference - multifamilyap360.com
There is confusion around what tax breaks are available to those investing with syndications compared to active property investing. Tune in as Brian and Deni discuss these differences!
Diary of an Apartment Investor
Ashley Garner talks with Bob Mason about the different units he has acquired, the challenges he has faced along the way, strategies he will use to acquire more units, and what he plans to do in the future with multifamily.Interested in learning from me? Visit https://www.thetribeoftitans.info/coachingJoin our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.instagram.com/diary_of_an_apartment_investor This episode originally aired on March 10, 2023----Your host, Brian Briscoe, has been a general partner in 1000+ units worth over $100 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on LinkedIn----Ashley GarnerAshley Garner is a highly successful real estate investor and broker based in Wilmington, North Carolina. With a passion for the industry and a strong track record of success, Ashley has established himself as a leading expert in the field of real estate investing and brokerage. His deep understanding of the real estate market, combined with his ability to identify opportunities and execute complex transactions, has helped him build a reputation as a savvy and reliable real estate professional. Throughout his career, Ashley has consistently demonstrated a commitment to providing excellent service and results to his clients. Whether working with individual investors, property owners, or tenants, Ashley is dedicated to ensuring their needs are met and their goals are achieved. With his extensive knowledge, experience, and expertise, Ashley is well positioned to continue his success as a leading real estate investor and broker in Wilmington, North Carolina and beyond.Learn more about him at: @abgmultifamily @firstname.lastname@example.org ----Bob MasonMr. Mason is a 2001 engineering graduate of The Pennsylvania State University with a Bachelor of Architectural Engineering and Master of Architectural Engineering. After finishing college, his work focused on Mr. Mason has broad experience in all aspects of contact negotiation, planning, design, and construction. Learn more about him at: email@example.com 412-880-1313
How to Scale Commercial Real Estate
✨Join with us today is Kyle Mitchell, a Vertical Street Ventures whose passion is in helping others reach their goals in all areas of life by doing things the right way and creating long lasting relationships based on trust and clarity. Kyle has been investing in income producing real estate since 2010 and currently manages and operates $107M AUM in multifamily assets in the Arizona markets. Kyle has been a successful business operator/owner for more than 20 years. Kyle is also the Co-Founder of the Asset Management Summit which is focused on teaching people how to become best in class operators. He is also the author of the best-selling book, Best In Class. Kyle was previously a Regional Manager for a golf management company where he oversaw 250+ employees and $20MM+ in revenue on a daily basis. His overall experience in management, operations and real estate helps position Limitless Estates as an industry leader in multifamily operations and acquisitions. Connect with Kyle : https://www.instagram.com/vertical_street_ventures/ Website: https://verticalstreetventures.com/ Connect with me: https://brickeninvestmentgroup.com/ I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns. #commercialrealestate #realestate #brickeninvestmentgroup #realestateinvestment #realestatetips #syndication #buildwealth #propertyinvestments
Roman Handshake: Jim questions the origin of the tough guy forearm handshake and if people do it in real life. Also what is the longest running podcast!? Media Preservation: Jim is all for physical media but has questions on the entitlement of people around streaming services and programming. Hogwarts Legacy: Jim and Mike have been playing Hogwarts Legacy and is this GAME OF THE YEAR!? Also does Halloween Horror Nights count as a theme park? Jim categorizes it as more of a "Haunt". SO FUCKING COOL!, PLAY SOME RAP MUSIC!, THE LAST BOY SCOUT!, A TRIBE CALLED QUEST!, VIVRANT THING!, Q-TIP!, SHOCK JOCKS!, REMIX!, MR SANDMAN!, MR. RETARD!, DECLARATION!, BUTT LICKED!, LADIES!, QUICK QUESTION!, TOUGH GUY HANDSHAKE!, FOREARM SHAKE!, ROMAN HANDSHAKE!, JAKE'S DAD!, MANLY!, MASCULINITY!, PREDATOR SHAKE!, ARM WRESTLE!, TIFFANY PROBLEM!, MODERN DAY!, PAINTINGS!, IN PRACTICE!, GUINESS BOOK OF WORLD RECORDS!, LONGEST RUNNING PODCAST!, FILM JUNK!, FILM JAUNK!, BAD VAMPER!, KEITH AND THE GIRL!, ONSTAGE WITH JIM AND TOM!, PICARD!, SWITCHING SUBJECTS IN A NATURAL FASHION!, MEDIA PRESERVATION!, PHYSICAL MEDIA!, 4K BLURAYS!, STEELBOOKS!, WESTWORLD!, HBO MAX!, WARNER BROS DISCOVERY!, STREAMING!, GAMING!, BACKWARDS COMPATIBLE!, RERUNS!, ENTITLEMENT!, SYNDICATION!, MASTERCHEF!, TUBI!, THE OFFICE!, NETFLIX!, DIGITAL PURCHASES!, LICENSING!, MICROSOFT!, DOWNGRADE!, NINTENDO SWITCH!, HOGWARTS LEGACY!, PS5 EXCLUSIVE QUEST!, SPOOKY!, UNFORGIVABLE SPELLS!, SEBASTIAN!, MOONS!, CRUCIO!, IMPERIO!, RPG!, GAME OF THE YEAR!, ROOM OF REQUIREMENT!, PROFESSOR FIG!, PROFESSOR GARLICK!, THIRSTING!, SLYTHERIN!, HARRY POTTER!, WIZARDING WORLD!, SPIDERS!, SPELLS!, UNSPEAKABLE!, THEME PARKS!, CASINO!, PESCI!, SUBWAY!, HALLOWEEN HORROR NIGHTS!, HAUNT!, SANDWICH DAY!, EL CORTEZ!, TWEAKER!, FUNERAL GEEKING!, HUMPING! You can find the videos from this episode at our Discord RIGHT HERE!
Passive Investing from Left Field
This week's episode features a spotlight on Steven and Becca Taylor from the Boston area. Both are classically trained scientists who recently started passively investing in real assets. You'll have to listen to hear who gave them the idea. They have also helped start a local LFI Meetup in the Boston area which we love to see.
Robnett's Real Estate Run Down
As a founding partner of Trowbridge Law Group LLP, Gene's law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 650 clients in this area of practice. In today's episode, Gene is going to go over the basics of syndication, and his advice on how (and if) you should get involved with it. “What you need to do is you need to build a database. And the database has to be number one, made of people who are interested in real estate. Number two, determine what part of the real estate industry are you involved with? The third thing you have to do is you have to show the investors that you put together a team that can capture the opportunities that you think are out there, and sell them on the team.” 1:28 What's going to happen when you're 50? 5:44 "It's a Good Thing to Go to Law School". 10:28 What's going on in the market today? 16:37 What does it mean to be “experienced”? 19:28 What are some of the things that you should be concerned about? 22:28 What's the difference between a real estate agent and a promoter? 29:33 How do you run a business when you don't have any investors? 33:23 What's the biggest risk in real estate? Guest Bio: As a founding partner of Trowbridge Law Group LLP, Gene's law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000, but he has done individual offerings of over $6 Billion. His practice writes offerings under Rules 506b and506(c) of Regulation D. As a former syndicator, who for ten years raised investor capital through the broker-dealer community, he can communicate with his clients on both the technical and the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It's a Whole New Business!” is really a “how-to manual” on real estate syndication
How Did They Do It? Real Estate
Do you want to quickly scale and grow your multifamily business? Catch today's episode as Justin Dixon talks about how he started his journey of venturing into real estate investment from his previous role as a recruiter and how he generates passive income for himself and others through capital raising.Key Takeaways to Listen forWhat to look for in a real estate syndication mentorBenefits of establishing a tightly-knit investor networkTools and systems that keep investors updated about your dealsWhy it's a good idea to invest in real estate right awayImpact of building trust and networking with potential investorsResources Mentioned in This EpisodeRich Dad Poor Dad by Robert T. Kiyosaki | Kindle and PaperbackBiggerPocketsWix.comSyndicationProFree Apartment Syndication Due Diligence Checklist for Passive Investor About Justin DixonJustin grew up in a very small town in central Pennsylvania, and after graduating from college, he found himself working in the recruiting industry, which he has remained in for the last 16+ years. In January 2020, he left a very stable, six-figure salaried job to start his own recruiting firm and a Real Estate Investing Business - not great timing to start a recruiting business in 2020 when the world shut down with Covid, and no one was hiring. But over the last 3 years, he has grown his recruiting business to a very sustainable level and has been able to acquire over 650 multifamily units, as a general partner, across 4 states. He is passionate about helping those working W2 jobs, who thought real estate investing was only for the ultra-wealthy or for people with a lot of extra time, get access to this amazing asset class.Connect with JustinWebsite: Great Venture CapitalLinkedIn: Justin DixonEmail: firstname.lastname@example.orgTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams
Syndication Made Easy with Vinney (Smile) Chopra
The Vinney and Beau Show!!! This week's special guest is "Ike" Mutabanna. Here's a little information about him. He is the CEO of 110 Equity, owning and operating multifamily and commercial real estate assets. Currently, Ike's portfolio includes over 1,300 multifamily units representing over $270M in assets under management. His deal completion history includes over 2,500 multifamily units in Texas, Florida, and North Carolina. Ike has also invested in industrial and office properties, as well as in specialized infrastructure development projects across the sunbelt. Prior to his investment venture, Ike was a C-level executive with expertise in building marketing and customer research tech products. He holds an MS in Electrical and Computer Engineering with a specialization in mathematical modeling and optimization problems. • Ike Mutabanna is a legend in multi-family real estate with extensive knowledge in owning and operating multi-family and commercial real estate assets. • Ike's present company has about 1,300 multi-family units in its portfolio, and he has invested in industrial and office properties. • Syndication is a good avenue for scalability and building long-term wealth. • The core focus of Ike's investment is multi-family, which falls into the core housing need. • Ike believes that the market is shifting, and he is looking for a better balance of risk. • Ike got into real estate by accident after having a conversation with a head of sales who mentioned investing in an apartment building in Cincinnati. • The concept of syndication is similar to the Indian concept of a chit fund, where a group of people put their money together to invest in businesses. multifamily #realestate #syndication Please Join Us, LIVE every Friday at 9:00 am PST or 12:00 pm EST on All Social Media Platforms! We talk about life, entrepreneurship, real estate, motivation, and moving the needle forward. Watch the Full Video Here: https://www.youtube.com/live/Xpho3i5VQoc?feature=share vinneychopra.com | beaueckstein.com Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 INVEST with Vinney [Accredited Investors ONLY]: https://vinneychopra.com/invest/ https://www.accreditedinvestor.blog/book-a-call LEARN from Vinney: https://vinneychopra.com/mentoring Want more information about value-add multifamily investment properties? Click here: https://multifamilymentor.blog
CASHFLOW is the name of the game and in this weeks episode, we speak with Jennifer Beadles about why she is Addicted to ROI, why she looks for assets that cashflows Day 1, buying assets in areas that are less desirable which has helped her amass a portfolio consisting of over 265+ doors and counting.Jennifer is a multifamily investor and coach, specializing in value-add multifamily. She owns just under 265 units in 8 different states. With just under 15 years of experience in the real estate industry, Jennifer has experience with many investing strategies including BRRR, value-add multifamily, build-to-rent, and investing out of state. Through the company she founded, Addicted to ROI, Jennifer helps hundreds of investors build and scale their own rental portfolios using her proven framework for achieving financial freedom
How Did They Do It? Real Estate
Are you up to date on what today's commercial finance market is like? If not, this is your chance to catch up on all the latest tactics and trends to help you expand your real estate business quickly. Don't miss this episode to get Jennifer Santoso's insider tips on qualifying for affordable loans in the current market!Key Takeaways to Listen forLoan financing: Why lenders decline applications and how you can get approvedWhat beginner syndicators should know before applying for loansTechniques to minimize risks in business financingCommon mistakes syndicators make during financing and how to solve themHow Tauro Capital Advisor can help entrepreneurs ease debt financingResources Mentioned in This EpisodeBiggerPockets Real Estate PodcastSan Diego Opportunity Knocks Real Estate Investor MeetupFree Apartment Syndication Due Diligence Checklist for Passive Investor About Jennifer SantosoJennifer joined Tauro Capital Advisors in 2020. In 2018, she founded and now owns a San Diego-based commercial real estate investing meetup. She has sourced limited partner equity for the multifamily, mobile home park, and short-term rental projects in San Diego, CA; Kansas City, MO; Greensboro, NC and Phoenix, AZ. Her career began in 2006 as a management and business leadership consultant, most notably at Booz Allen Hamilton and Deloitte. Due to her passion for leadership, economies of scale, and client dedication, she transitioned to capital advisory for commercial real estate.Connect with Jennifer Website: Tauro Capital Advisors LinkedIn: Jennifer SantosoTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams
The Dave Ramsey's of the world will tell you that credit cards are evil and debit cards are the only way to go. We could not disagree more! Like everything, there are pros and cons to each. We break it all down for you in episode 48.
A new bill has been passed in the state of Michigan requiring all students (starting with the 8th grade class in Fall 2023) to complete a personal finance class in order to graduate high school. How man times have we heard "I was taught the pythagorean theorem but I was never taught how to balance a checkbook"? In the state of Michigan, that's all about to change.Kudos to State Representative Diana Farrington for sponsoring the bill and her efforts to get it endorsed by the governor. This is a step in the right direction. In episode 47 we discuss the implications, question the curriculum, and even volunteer to teach this class!
Zen and the Art of Real Estate Investing
Data is key when it comes to making informed decisions in the real estate investing world. Whether you love spreadsheets or not, data allows you to develop some level of trust with the person doing the data analysis. While some people take comfort in having mentors, others only trust the numbers. And for a lot of people, especially beginners, data allows them to get over the early hump. But is it enough to solely rely on it? Today, Dave Meyer talks about how to use data and analytics to get bigger pockets. Dave is the VP of Growth & Analytics at BiggerPockets. By having a firm understanding of what your options are and what's happening through the data you have, you can continue to build a strong portfolio over time. But going out there and seeing the day-to-day operations of the business shouldn't be discounted. In this episode, you will hear: The flexibility of real estate investing The value of having a data portal for investors Adding a contextual nature to real estate investing Real estate trends for 2023 Syndication tips for beginners Subscribe and Review Have you subscribed to our podcast? We'd love for you to subscribe if you haven't yet. 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 http://www.trustgreene.com/podcast/zen/033 to download it. Supporting Resources: Dave Meyer Website - www.biggerpockets.com Instagram - https://www.instagram.com/thedatadeli/ LinkedIn - https://www.linkedin.com/in/dave-meyer-5660846/ On the Market podcast - https://podcasts.apple.com/us/podcast/on-the-market/id1615086704 Zen and the Art of Real Estate Investing Resources Website - www.streamlined.properties YouTube - https://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/Streamlined%20Prop%20eXp Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties/ Email - email@example.com 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.
Passive Investing from Left Field
This week'sepisode features Infielder Trevor Oldham. Trevor is starting off his journey in passive investing and shared his story with us on how he's been able to get started including getting into a tribe to invest with a group of people to allow him to investor for lower amounts of capital but meet more sponsors. Trevor has been working to develop multiple income streams and has some interesting pieces of advice from what he's learned along the way.To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field
Achieve Wealth Through Value Add Real Estate Investing Podcast
K. Trevor Thompson, a successful investor and businessman, shares his strategies for leveraging your time and resources so that you can invest in tax-advantaged assets. Learn Passive Investing In Commercial Real Estate with my #1 best-selling audiobook: https://achieveinvestmentgroup.com/freeaudiobook Listen To Our Podcast: https://podcasts.apple.com/in/podcast/achieve-wealth-through-value-add-real-estate-investing/id1462906371 Subscribe to our channel and click on the bell icon to get notifications when new content is uploaded! #passiveinvesting #realestateinvesting #infinitebanking #realestatesyndication #passiveinvestingincommercialrealestate
Todays episode is brief introduction to syndication and current Market talk with Beth Underhill. She is the founder of Lifestyle Equities Group. She has an extensive background in construction, hospitality, and home renovations. As a real estate investor, Beth has redeveloped over $5mm in single family homes. Lifestyle Equities Group is Co-GP on over 500 multifamily units, holds equity in a hotel repositioning in Panama along with an RV park in northeast Ohio, and is working to solidify two development opportunities. To learn more about Beth visit https://www.lifestyleequitiesgroup.com For more information about the Oklahoma Real Estate Market or to see our homes for sale visit: https://www.oklahomarealestateshow.com
Apartment Building Investing with Michael Blank Podcast
The name Grant Cardone is synonymous with scale. Each new venture he launches quickly grows 10X bigger than anyone else in the business.So, what drives that desire to push the boundaries of what's possible? How might you apply the same principles to scale your real estate syndication business?Jarrod Glandt is President of Grant Cardone Enterprises, where he has served as Grant's right-hand man for the last 12 years and helped grow company revenues from $2M in annual sales to well over nine figures.Jarrod is also Cohost of Young Hustlers, a podcast that offers its millennial audience tips on sales, marketing, money and entrepreneurship.On this episode of Financial Freedom with Real Estate Investing, Jarrod joins Garrett Lynch and me to give us a look under the hood at Grant Cardone Enterprises.Jarrod discusses the benefit of building a brand before you raise capital for real estate deals and describes how to apply Cardone Capital's marketing tactics to your syndication business.Listen in for insight on creating a culture of accountability on your multifamily team and learn how to leverage what Jarrod calls ‘divine discontentment' to do the next big thing in your business!For full episode show notes visit: https://themichaelblank.com/podcasts/session359/
Going into a new year we normally talk about goal setting. In episode 46 we have a different take on the subject: habit-setting instead of goal-setting. Habits are controllable and allow you to take "digestible" actions toward hitting a goal. In 2023 we are all about setting new habits!
PoFU Nation we are back! Surgeries, vacations, holidays, and of couse Jeremiah Time has kept us out of the studio, but we are back and ready to charge into 2023! This episode we discuss what worked and what didn't in 2022 and are excited to move the financial needle forward in 2023.
Passive Investing from Left Field
Self-storage has been one of the best performing real estate asset classes over the past two decades, especially in uncertain economic times. Join Jim Pfeifer as he talks to real estate investor turned self-storage investor, Scott Meyers. Self-storage is a simple and predictable asset class and Americans love to store their stuff - in good times and in bad times. You can add value and raise rents much more quickly than in multifamily and other assets. Tune in to learn how the storage business works, how to vet sponsors, analyze deals and become a successful passive investor in self-storage!
Ask Me How I Know: Multifamily Investor Stories of Struggle to Success
In this episode you'll walk away with an understanding of what apartment syndication is. Well cover three main areas:What IS apartment syndication?What are the benefits of apartment syndication?What are the risks involved in apartment syndication?Schedule 20 minutes to get to know each otherSchedule 20 minutes to explore performance coaching with JulieApply to invest with Three Keys InvestmentsJoin the Book and Networking club via Zoom at: bit.ly/3HBPnQw or sign up at: bit.ly/3c0dr1u to access and interact with an extraordinary group that will help you level up!To find out more about partnering or investing in a multifamily deal, schedule a call here: https://calendly.com/threekeysinvestments/get-acquainted-callVisit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!Looking to reduce your taxes so you can build wealth? Mode Wealth is a boutique financial firm helping real estate professionals, investors, and entrepreneurs ethically and morally optimize their tax strategy to reduce their tax liability. Learn more and schedule a FREE consultation today! https://modewealth.com/Looking for an affordable healthcare solution? Check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I Please RSS: Review, Subscribe, Share!
BD Dweik is a successful real estate investor with over 25 years of experience. He purchased his first property in 1997. He is a partner at DA Commercial Investors working on value add QSR and Commercial Retail properties. BD is on the Board of Directors for Miraval Community (267 units) and has been Service President for 6 years. BD holds a Bachelor's in Electrical and Computer Engineering and an MBA, Magna Cum Laude. He received his Commercial Real Estate Certificate in 2019 and has been focusing on value-add investment through syndications in multifamily, retail, and storage with ventures totaling north of $400M. In this episode, BD discusses the advantages of setting up a fund to invest in deals. He explains how his fund works differently than others, allowing for different classes of investors and creating diversified portfolios like an ETF. He also shares his experience maturing in the real estate investment world, and tips for those looking to get involved but don't have the time. Further topics include understanding what is required to properly evaluate and invest in a deal, debt structure, market dynamics, building trust with partners and operators, and different asset classes to look out for in 2023. Don't miss this informative episode for all things related to real estate investing! [00:01 - 06:11] Investing Your Own Money Investors negotiate side letters differently when investing their own money Fund managers can create a diversified portfolio of real estate investments Returns, K1s, and depreciation are allocated to individual investors based on their investment in a specific deal [06:12 - 12:10] Investing Across Multiple Deals and Geographies: The Benefits of a Fund Platform Platform used for both passive and active investments Investors can invest in one deal without committing to the full fund Investors can track their investments in one location [12:11 - 17:52] Investing in Startups: A Win-Win Solution for Passive and Active Investors Investing in a startup is treated as a long-term capital gain Raising funds for deals can be done through a portal Having a fund helps with active deals and passive investing Lowering capital deals may have higher returns than expected [17:53 - 23:13] Closing Segment BD shares why working with newcomers is key To learn more about DB and his work, listeners can visit BFI-Fund! Tweetable Quotes: “So that's really the value of our ecosystem, is being able to get those curated.” – BD Dweik “When you're investing into a startup, if it's more than a year now, it's actually a long-term capital gain.” – BD Dweik You can connect with BD Dweik through his: Website: https://www.bfi-fund.com/webinar Email: firstname.lastname@example.org LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.
In January of 2023, we held our first live event in 5 years. To everyone that joined us, thank you so much. I hope you got a ton of value from it. After dealing with COVID and shifting our focus to new deals and our Masterminds, we finally had the opportunity to get together with investors at all levels to talk about how to build and scale passive income–despite the potential for a major economic downturn in 2023 and 2024. With that in mind, I want to share the biggest takeaways from this event: the power of brand syndications. In this episode, you'll learn why it works so well, and the steps you can take right now to start building a powerful brand. And if you want to learn more and visit our next in-person event, simply visit ForeverPassiveIncome.com to get your ticket! Key Takeaways with Josh Cantwell How brand syndication systems keep you at top of mind when your peers start thinking about real estate. Why you can never judge a book by its cover in the world of investing. The three cardinal rules of successful brand syndications. How I've used brand syndication to market myself, build a steady stream of referrals, and ensure I'm ready for whatever the markets throw my way. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit https://acceleratedinvestorpodcast.com/345 Rate & Review If you enjoyed today's episode of The Accelerated Real Estate Investor Podcast, hit the subscribe button on Apple Podcasts, Spotify and YouTube so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review over on Apple Podcasts. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU! Connect with Josh Cantwell Facebook YouTube Instagram LinkedIn Twitter Sign up for the Forever Passive Income Partnering, Mastermind and Coaching Program with Josh Cantwell To unlock your potential and start earning real passive income, visit joshcantwellcoaching.com
Episode Highlights: - Christion discussed his experience of losing almost all of his real estate investments during the 2007-2008 market crash, and how he had to rebuild himself and his business from the ground up. - Christion talked about syndication, which is the legal way of pooling funds together to purchase a specific real estate asset. He also discussed the importance of structuring the syndication properly to avoid any issues with the SEC. - What is PREIshare? PREIShare is a platform that provides liquidity to real estate syndication investments by allowing investors to list and sell their fractional shares. - Who are the usual investors in Real Estate syndication? Typical investors in real estate syndications are doctors, attorneys, successful business people, or real estate agents who have done well and want to invest their money for a guaranteed return. - Syndication requires more than just forming an LLC and assigning equity positions. It is important to have the proper attorneys in place and understand securities. - PREIshare offers top-off services and preferred equity to help real estate syndicators close deals and cover unexpected costs. These services are more expensive than traditional investors, but offer the option to backfill and pay out with profits. - PREIshare is a platform that provides liquidity to fractional real estate investments, allowing investors to easily buy and sell their shares. - Real estate agents can work with PREIshare from the start of syndication by writing liquidity into the operating agreement and introducing the platform to their clients.
Passive Investing from Left Field
This week's episode features ME - Chad Ackerman. Realizing I hadn't told my own story, this week I recorded my journey to share with the community. Listen in to the lessons learned and advice I have to give that I've picked up throughout my time investing passively in real estate. Maybe my goals will be aligned with yours? Or maybe our "whys" will be similar. Perhaps you too are thinking about liquidating your 401k. Enjoy hearing more about my story.To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.
Passive Wealth Strategies for Busy Professionals
Taylor interviews Trevor Crow, an experienced attorney who specializes in real estate syndication law. They dive into what institutional investors look for when investing as a limited partner in a syndication deal and how Main Street investors can apply those lessons and strategies to their investments. From understanding the typical size of deals that Trevor works on, ranging from one-off syndicated deals to packages of 16 hotels at a time, to the negotiation process between individual investors and larger capital providers, this conversation offers valuable insight into the potential risks and protections that passive investors need to be aware of. Listen in as they discuss key factors such as fees and decision rights, removal of the manager for gross negligence or fraud, arbitration agreements, and bankruptcy of the manager - all so you can make sure you're protected when investing in a syndication deal! [00:01 - 05:01] Digging into Institutional Real Estate Investors: What Big Guys Look for in Syndicated Deals with Trevor Crow Trevor discusses his experience working with institutional investors and what they look for when investing as a limited partner in real estate Syndications How Main Street investors can apply the strategies of institutional investors to their investments in real estate syndications Deals range from first-time syndicators to 150-million-dollar real estate funds Negotiations are different depending on the size of the deal [05:02 - 14:31] Negotiating Terms of Deals with Large Capital Providers: Fraud, Loss of Promote, and Removal of Manager LP-sided document vs. sponsor-favorable documents Major decision section requiring approval for certain actions Negotiation of fees and distribution waterfall Tiered structure to ensure capital provider receives money along the way Removal of manager and loss of promotion due to fraud, gross negligence, reckless conduct, etc. [14:32 - 21:55] Protecting Yourself as a Passive Investor in Syndication Deals Fraud, gross negligence, breach of contract, and taking unauthorized actions are key issues to look out for The bankruptcy of the manager can lead to a loss of promote Arbitration agreements should be tailored to the situation and may not always be faster or cheaper than court Check if there are any major decision rights granted Be aware that retail investors may have less power in these situations [21:56 - 27:01] Closing Segment What is the best investment you ever made: buying a town in 2007 See the links below to connect with Trevor Connect with Trevor through email@example.com, or visit www.DoidaCrow.com. Invest passively in multiple commercial real estate assets such as apartments, self-storage, medical facilities, hotels, and more through https://www.passivewealthstrategy.com/crowdstreet/ Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your terms. Join our Passive Investor Club for access to passive commercial real estate investment opportunities. LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or clicking here to listen to our previous episodes. Quotes: "I've learned that the network is a much better way of getting out there and finding qualified clients that are good fits." - Trevor Crow "Getting rid of risk, but make sure that it's not fully written in this indicator's favor, and you're just up a creek without a paddle." - Trevor Crow
The Property Management Mastermind Show
Don't have a lot of capital, but want to invest in properties? Or lessen the risks in your portfolio? There are plenty of opportunities in multi-family syndications that create great returns on your investment while lowering the risk of being the sole owner of a property. Reed Goossens has had plenty of success with the multi-family syndication business models. He talks with Brad about what you can do to find success with these multi-family syndications. Learn more about Reed! Connect with Brad's team at www.rentwerx.com!
On this episode we sit with Lisa Hylton as she details her journey to becoming a fund manager in the multifamily space. We discuss topics such as the A to Z's of starting a fund, the proper way to manage a fund, avoiding securities issues, SPVs and much more. She is the host of the The Level Up REI Podcast, and VP of Finance for a Real Estate tech start up and founder of The Fund Manager Accelerator Course and Lisahylton.com - A commercial real estate Fund management firm that was created to help accredited investors gain diversification across private commercial real estate investments.
How to Scale Commercial Real Estate
Join with us today is Brian S. Penn, who earned a PhD (1994) in Igneous Petrology from the Colorado School of Mines and a Masters of Computer Science (1988) from the University of Texas as Arlington. Although he worked most of his career in Industry, Brian possesses an entrepreneurial spirit. After finding out that most long-term wealth is created through real estate, he took it upon himself to learn how to invest in real estate. Since 1995, Brian has successfully invested in real estate, learning and applying various types and methods of real estate investing. Initially, he began investing in single family houses, his current focus is vacant land. As the market changed, so did he. Consequently, he has extensive experience in many areas of real estate investing. Connect with Brian : www.realestatesuccess4u.com www.coloradoland4u.com Watch More: https://youtu.be/Ai5ArEqo8aA Connect with me: https://brickeninvestmentgroup.com/ I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns. #commercialrealestate #realestate #brickeninvestmentgroup #realestateinvestment #realestatetips #syndication #buildwealth #propertyinvestments
Passive Investing from Left Field
This week's episode featured Infielder Michael Son from Seattle, WA. Michael is working in the tech industry in his W2, but he is building his wealth through passive investing and by investing in a franchise that he and his wife will be running. Michael has been able to get into several different passive investments and diversify his portfolio by investing within a Tribe. He looks to continue to educate himself and network with more investors to develop more knowledge as well as sharing what he's learned with others.
Courtney is general partner at EMPR Investment Group, Bitcoin Mining Womxn, Invest on Main and Co-host of the Vodcast Ladies Kickin Assets. She proudly served five years in the United States Navy, in the Persian Gulf, supporting Operation Iraqi Freedom. After the Navy, Courtney learned about real estate as a realtor in West Texas for ten years. She was very successful and was working non-stop. That's when she realized it's not about just earning money, but rather about affording the lifestyle you want, and the lifestyle Courtney had didn't allow her to spend any time with her husband and kids. She then realized it's not about just earning money. It became about affording the lifestyle she wanted, and the lifestyle Courtney had didn't allow her to spend any time with her husband and kids. She decided to begin investing: investing to accumulate the wealth she needed to live the life she wanted. Courtney is heavily involved in the cryptocurrency space from mining bitcoin to traditional investing to developing a real estate tokenization platform. She invests in ownership of petroleum and carbon capture with more than 60 wells throughout Texas. She also invests in traditional real estate. She is passionate about delivering quality financial education. Courtney believes wealth is not about accumulating money and assets. It's about accumulating the means to live the life you want, and never settling for less. She believes in using what she's learned to help others grow. Courtney's main goal is to help you achieve financial freedom through syndications with superior returns and amazing tax benefits. 3:15 - Courtney's life before passive income 6:10 - Courtney's control problem 8:00 - Learning about Syndication 9:45 - Making money but not having time 10:45 - Inheriting a business 11:30 - Asking for help 13:00 - Building a network to be able to scale 14:30 - Courtney's path to having control of her finances 18:30 - What is Blockchain? 2330 - Bitcoin vs tokens 26:00 - Centralized vs decentralized Exchanges 27:00 - FTT tokens 29:20 - Crypto mining 33:30 - $90,000 a month in electric bills!? 36:30 - Tax benefits 40:15 - Depreciation and passive income 44:30 - Money With Mission Investment Club 46:30 - Courtney's favorite book 47:00 - Courtney's Tokenization platform firstname.lastname@example.org 50:00 - Connecting with Courtney Courtneymoeller.com
On the last episode of CFO at Home we discussed a number of different ways to invest in Real Estate, both active and passive. In this episode, Vince and Whitney Elkins-Hutten, Director of Investor Education at Passiveinvesting.com discuss a popular form of passive Real Estate investing, Real Estate Syndications, which provide an opportunity to invest in large real estate projects that would otherwise be out of reach for most individual investors. Key Takeaways Real Estate Syndication Passive investment that creates time freedom for the investor Groups of investors coming together to purchase an asset Syndication roles General Partner (ex: PassiveInvesting.com) Acquires deals Performs Due Diligence on the deal Secures lending if needed Operates the deal Takes the deal to Capital Events, delivering investor capital back Brings other key members to the table (brokers, Property Managers, lenders, Legal, Accounting, etc) Limited Partner (Investor) Underwrites the Operator Brings Capital to the table Reads monthly communication, quarterly financial and recording Responds to General Partner requests Ways to connect/follow PassiveInvestingWithWhitney.com LinkedIn - Whitney Elkins-Hutten Contact the Host - email@example.com
Join the Club https://SimplePassiveCashflow.com/club to get access to our deal flow and book a free strategy call with Lane.-In today's podcast, we had another coaching call with a doctor (Derek) who thought traditional investment like retirement funds, stocks and bonds are the way to go. Investing in syndication and getting used to the IBC strategy takes time and Derek accepts the challenge to figure them out.4:55 Introduction | Financial Background 13:44 About Retirement Accounts28:32 Timeline Deployment Plans35:53 Where can you park your money (lazy equity)41:39 Why you need to network with other investors46:30 Simple living to have more time Hosted on Acast. See acast.com/privacy for more information.
Achieve Wealth Through Value Add Real Estate Investing Podcast
Achieve Investment Group is happy to present to you the guest speaker, Harold McGee. Harold has 21+ years in the real estate brokerage and financial services industries including customer service, sales, investing, and lending. He successfully started, grew, and sold a 120+ unit property management company. In 2014, he learned about the financial concepts of Infinite Banking (IBC) and became an authorized practitioner. Harold specializes in working with real estate entrepreneurs to leverage IBC to grow two assets with the same dollar. Learn Passive Investing In Commercial Real Estate with my #1 best-selling audiobook: https://achieveinvestmentgroup.com/freeaudiobook #passiveinvesting #realestateinvesting #infinitebanking #realestatesyndication #raisecapital #passiveinvestingincommercialrealestate
Maurice is a captivating personality. He has a lot of success in syndication, international travel, he was in the military, and was a police officer too. Make sure to follow him on LinkedIn. On the show we coverred: Life is never about Money Philanthropy can require a lot of capital Acquiring $200M in Real Estate in last few years Teaching your kids how to make money grow. Traveling the world with purpose and learning languages. Being a Citizen of the world. Taking real estate ideas from foreigners Financial Freedom Passive Income Getting out of the rat race Creating a lifestyle of design Hiring business coaches Communication infrastructure and being treated like a piece of paper Resilience: The Documentary that Maurice will be Featured on thequattroway.com Get your videos produced at pitchdecks.com like the Capital Raiser Show. If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth
Lifetime Cash Flow Through Real Estate Investing
Matt Burk Ep #787 - Syndication vs. Pooled Investment Fund Founder, CEO and Chairman of Fairway America and Verivest. Seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven (11) real estate asset based Reg D pooled investment funds over more than 22 years. Discretionary underwriter/approval authority of thousands of real estate asset based investments with total asset value in the billions, including pooled investment funds, real estate secured loans (newly originated and discounted acquisitions), syndications, participations, GP and LP equity interests, and more. Here's some of the topics we covered: Different Types of Syndications The Deals You Take Down Determine Your Deal Structure How To Influence an Investor Into Your Fund Passive Investing In Pooled Funds To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com Please Review and Subscribe
Passive Investing from Left Field
This week's episode features a spotlight on Tribevest, another one of LFI's Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments. Brittany Barchalk, Head of Marketing,at Tribevest, joined us to talk about the company and how they have been assisting Limited Partner Investors build wealth since 2018. She also shares a bit of her personal wealth building journey as she has taken her first steps in the passive investing industry. Brittany also shared exciting developments that Tribevest is planning to roll out in 2023 including a mobile app, the Open Tribe concept, and more. If you would like to connect with Brittany or anyone else at Tribevest, you can go on to their website at https://www.tribevest.com/.
Today we are talking about passive investing and our guest is Ken Gee of kripartners.com. What do you think of when you hear the phrase passive investing? I think of sitting in a comfortable chair under a palm tree looking out at the ocean, sipping on something tropical, while my money is working hard to earn enough to pay for this. Let's get you there. Ken Gee has been pursuing the thoughtful path to wealth from an early age. He discovered multi-family and invested while keeping his day job and in time realized that the investing side was much more promising. His attention to detail, high character, and flawless performance have made him a formidable force as an investor and someone to trust with my money.
Target Market Insights: Multifamily Real Estate Marketing Tips
Travis Smith is the Founder and CEO of Tribevest, a platform that makes it easy to invest as a group and do deals together in as little as 48 hours. He started his career with Morgan Stanley but realized the most direct path to wealth and financial freedom wasn't through the public stock markets but by taking ownership in real assets. To overcome the many barriers to entry into the private markets, he is a member of several investor groups (he calls tribes) that invest in various real estate deals, startups, and cryptocurrencies. But his favorite investor group is the one that enables him to own vacation homes and even a racehorse with his brothers. Travis is obsessed with building a platform that standardizes and streamlines and ultimately de-risks group investing. He won't stop until every single deal on and off the internet is an opportunity for a multi-player experience. We talked to Travis about group investing, their journey in forming their platform “Tribevest” and what this platform enables for group investing. Midwest Real Estate Networking Summit: May 6 and 7 in Chicago. Tickets are available here, use promo code "podcast" to save on your ticket today! [00:01] Opening Segment Travis talks about his background; He talks about how his journey started; Why they built “Tribevest” platform; [03:52] Investing as a group Things you need to do to invest as a group; Some of the mistakes that they made early on in group investing; A platform that enables investing as a group in 48 hours; [16:16] Tribevest Investing as a group with family and friends; Why alignment is important in group investing; The importance of having a clear vision on how things work What Tribevest enables; Announcement: Download Our Sample Deal and Join Our Mailing List [26:18] Round of Insights Apparent Failure: His career choice out of college Digital Resource: An ROI calculator Most Recommended Book: Rich Dad Poor Dad Daily Habit: Following his morning routine consistently #1 Insight for Multifamily Investing: Get started. Move forward with the people that you can trust. Best Place to Grab a Bite in Columbus: Tommie's Pizza Contact Travis: To learn more go to tribevest.com Tweetable Quotes: “All my success is based on failure. It's experiential learning” - Travis Smith 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.