Podcasts about syndications

In this conversation, Brett McCollum and Chris Robison delve into the world of real estate syndications and lending. Chris shares his journey from a young age, influenced by his family's involvement in real estate, to becoming a seasoned investor and lender. They discuss the importance of cash flow, the challenges of the current market, and the mindset needed to navigate these turbulent times. Chris emphasizes the value of diversification in investments and the lessons learned from past experiences, particularly during the 2008 financial crisis. The conversation concludes with Chris offering insights on how to connect with him for further guidance in real estate investing.   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   —--------------------

Send us a textEpisode Resources:Book: Invest Smart Spotting Red Flags in Real Estate Syndications by Gary Lipsky Email: chadackermanrealestate.comClark St Digital helps you grow your real estate company with:Amazing Overseas Talent who cost 80% less than their US equivalentsDone-For-You subscription servicesDone-For-You project servicesGo to ClarkStDigital.com to schedule your free strategy meeting. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Keyholders Collective: https://www.keyholderscollective.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstcapital LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and understanding the tax efficiencies offered by syndications through cost segregation. Join us to uncover if passive real estate syndication is right for you and learn about strategies for successful investment.08:48 Cons of Real Estate Syndications09:45 Investment Illiquidity and Portfolio Management10:54 High Minimum Investments12:12 Crowdfunding Websites: Pros and Cons13:06 Differences from Rental Property Investments13:44 Building Trust and Network in Syndications15:02 Limited Control in Syndications16:13 Prerequisites for Participation19:21 Tax Benefits of Syndications21:26 Conclusion and Additional Resources Hosted on Acast. See acast.com/privacy for more information.

How does a respected pharmacist evolve into a successful multifamily real estate syndicator? In this episode, Dave sits down with Ify Asoh to explore that exact journey. Ify shares how she shifted from wanting to quietly build a rental portfolio to stepping into the capital-raising spotlight—all while navigating the mindset shifts needed to succeed in commercial multifamily investing. She opens up about her early missteps, how she learned to build investor relationships the right way, and how introverts can still thrive in investor-facing roles. You'll also hear Ify's practical tips for optimizing LinkedIn to attract real estate investors, how she balances family life with entrepreneurship, and why she's focused on legacy-building through both wealth and education for her children. Key Takeaways: The mindset transformation Ify had to make to raise capital effectively How to avoid common mistakes when starting out in real estate syndications Why LinkedIn became her most powerful tool for investor engagement Her vision for generational wealth and legacy   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

In this conversation, Brett McCollum interviews Brian Ferguson, a seasoned real estate investor from Texas. They discuss Brian's journey from a challenging childhood to becoming a successful entrepreneur in real estate syndication. Brian shares insights on navigating the real estate market, the evolution of syndication, and the current market landscape. He emphasizes the importance of resilience, learning from past experiences, and the value of collaboration in the industry.   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   —--------------------

What is the state of syndications today? How to structure a syndication for protection purposes? Major differences between funds vs syndications and why are funds popular today? Jonathan Tavares, Managing Partner at Premier Law Group, shares his insights. Read the entire interview here: https://tinyurl.com/25hhhjsfWhat is the state of the market today? What are the IRRs looking like? Are you seeing more or fewer deals come across your desk?There has been a shift to funds in the last 6-8 mos. Traditionally, especially during COVID, a lot of clients were doing a lot of multifamily syndication. Now, granted, that's been a piece that we focused on for a long time. A lot of our clients are heavily involved in the multifamily space, but with increasing interest rates over 22 and various other factors, property taxes throughout many counties and throughout the country, going up very quickly, as well as insurance and specific markets. We have a lot of clients in various markets in Texas that have just gone crazy, places like Houston or Florida, where insurance rates have skyrocketed. It's presented some challenges for some of our clients. Instead of seeing just a straight deal with a certain percentage of debt somewhere around 70- 80%, a lot of times, there's a lot of creative financing going on to make up for that debt piece that may not be there or where those percentages of debt to purchase price may be a little bit lower than what a lot of clients were used to before.You see a lot of preferred equity. We've seen clients building out structures where, in essence, they're providing almost a debt structure to their investors too, to create a sort of debt piece as well as an equity piece in their raises. We've seen a lot of clients create funds and use their funds to come in for part of the debt piece for specific projects as well.Depending on the asset type, and I'll specifically exclude development projects, we're seeing a lot of target IRRs between 15 and 20% generally.Where do all the LLCs go for a syndication so that everyone is protected as much as they can possibly be?There's all sorts of different structures that you might use to set up a syndication or a fund and for different reasons, for tax reasons, for asset protection reasons, etc. A typical syndication structure is going to include a syndication entity, and that's typically known as the issuer entity, that's the entity that's selling securities.Why does the SEC care about what I'm doing if I'm raising capital to go buy real estate? The Supreme Court came up with a test that's called the Howie test. The SEC does an analysis to determine if you were selling securities or not, and essentially boils down to the four main tenets of the Howie test:1) Is an investor investing money? Typically, the answer is yes.2) Are they expecting some sort of return on profits? And usually the answer is yes.3) Whether the efforts are generated by someone other than the person who's investing, like some sort of promoter, or in the space we call a sponsor. In these deals, a sponsor where a GP that is raising the capital from investors. The investors are passive in the deal. 4) A common enterprise is if the investors are pooling together capital through the efforts of the GP to buy some sort of underlying investments. That's typically going to be real estate.Jonathan Tavares(508) 212-1193jonathan@plglp.comwww.premierlawgroup.netJoin our investor list at https://montecarlorei.com/investors/

In this episode of the Real Estate Pros Podcast, host Mike Stansbury interviews Larry, a data engineer turned real estate investor. Larry shares his journey from living paycheck to paycheck to successfully investing in real estate and syndications. He emphasizes the importance of mindset, building relationships, and the value of masterminds in achieving success. Larry also introduces his initiative, the Abundant Wallet, aimed at helping others reach their financial goals through smart financial strategies. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, Andrew Heymans shares his journey in real estate, discussing his experiences from military service to becoming a successful investor. He highlights the challenges he faced in funding and operations, the importance of mindset, and lessons learned from diversifying into the restaurant business. Andrew emphasizes the potential of storage units as an investment and provides insights into syndications and passive investing. He concludes with advice for new investors and encourages them to engage with the real estate community. 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   —--------------------

What if the vehicle you're using to reach financial freedom is actually slowing you down?In this solo episode, Amy Sylvis unpacks a viral tweet that slammed rental property investing—and uses it as a springboard to explore three common real estate strategies: single-family rentals, REITs, and real estate syndications. With her signature clarity and warmth, Amy walks through the pros, cons, and ideal-fit profiles for each option, helping you assess which one truly aligns with your goals, lifestyle, and risk tolerance. Whether you're tired of managing tenants, tempted by REITs, or curious about commercial syndications, this episode offers practical insight to empower your next move.Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:00 Introduction00:23 Welcome and Podcast Overview01:12 Host Introduction and Podcast Growth01:43 Discussing a Controversial Tweet07:43 Single Family Home Investing11:59 Real Estate Investment Trusts (REITs)17:27 Commercial Real Estate Syndication23:52 Conclusion and Final Thoughts

In this episode, hosts Tait Duryea and Ryan Gibson deliver an in-depth, pilot-friendly primer on syndications and passive real estate investing. They break down the risk spectrum from core to opportunistic deals, while sharing real-world analogies and experiences from their own projects, like the Canyon City land entitlement. Learn how to properly evaluate risk-adjusted returns, the importance of DSCR vs LTV, and what preferred return really means in a syndication waterfall. This episode is a must-listen for high-income professionals looking to navigate passive investing with clarity and confidence.Show notes:(0:00) Intro(02:23) Active vs passive investing explained(04:03) Is syndication risky? Understanding real risk(05:22) Core, Core Plus, Value Add, Opportunistic defined(10:11) Operational vs physical value-add(13:35) What are risk-adjusted returns?(17:19) How leverage impacts risk(20:02) DSCR vs LTV: What's more important?(22:59) Preferred return vs cash flow(33:50) What is an accredited investor?(38:55) Outro— You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

If you're exploring real estate syndications in 2025, this is the episode for you. We break down everything you need to know about real estate syndications — from legal structure to investor roles — so you can raise capital the right way and build real wealth through partnerships.Whether you're just starting out or ready to scale, understanding how to do it legally, clearly, and confidently is everything.In this episode, we cover:➡️ What an accredited investor actually is, and why it matters➡️ How to create a preferred return real estate syndication structure➡️ What a private placement memorandum includes and when you need it➡️ General partner vs limited partner real estate: roles, risk, and control➡️ The key differences between real estate fund vs syndication➡️ How to handle real estate syndication compliance 2025 rules➡️ Understanding real estate syndication waterfall structure➡️ Tips for raising private money for real estate legally and effectively➡️ The mindset shift needed to work with passive investing in real estate syndicationsIf you've been asking how to raise capital, structure deals, or use other people's money without risking SEC trouble — this is your blueprint.

In this episode of the Finding Financial Freedom Podcast, we sat down with Dr. Alex Schloe, a physician and real estate investor who transitioned from a traditional path in medicine to a life of autonomy and financial freedom. If you're a physician seeking more control over your time, career, and finances—this conversation is for you. Dr. Alex shares how his desire for flexibility and purpose led him to explore real estate, eventually finding success through residential assisted living and syndications. He breaks down how these investments create cash flow and how they can empower physicians to practice medicine on their own terms. Key Topics Covered: 1. Dr. Alex's Background From conventional medical training to pursuing autonomy through financial education and investing. 2. Starting the Real Estate Journey How Dr. Alex began investing in real estate and what sparked his interest. 3. Learning Syndication How he discovered real estate syndications and built confidence to get involved. 4. Residential Assisted Living Explained What it is, how it works, and why it's an opportunity for impact and profit. 5. Four Ways to Invest in Assisted Living Dr. Alex breaks down the different investment models available in this niche. 6. Cash Flow Potential A practical look at the cash flow potential in residential assisted living—and how it compares to traditional rental properties. 7. Practicing Medicine on Your Own Terms How real estate investing has allowed Dr. Alex to design a medical career that aligns with his passions and lifestyle. Resources Mentioned: Dr. Alex Schloe Website  Residential Assisted Living Academy Physicians and Properties Podcast Listener Takeaways: You don't need to leave medicine to take control of your time—you need financial freedom. Real estate investing, especially in assisted living, can provide both profit and purpose. Syndications and assisted living are powerful tools for physicians looking to diversify income. Autonomy is achievable with the right education and network. Connect with Us: Host: Dr. Disha Spath, The Frugal Physician Guest: Dr. Alex Schloe, Physician and Real Estate Investor   This episode is also sponsored by Set for Life Insurance – Providing more than just insurance policies—they deliver personalized coverage and expert guidance tailored to your needs. Whether you're looking for life, disability, or long-term care insurance, their team ensures you get the best protection at the most cost-effective rates. With priority underwriting, special discounts, and access to top-rated insurers, they make securing your future simple and stress-free. Take the next step in protecting what matters most. Visit setforlifeinsurance.com or call 1-888-553-3559 today.

If you're exploring real estate syndications in 2025, this is the episode you need. We break down everything you need to know about real estate syndications — from legal structure to investor roles — so you can raise capital the right way and build real wealth through partnerships.Whether you're just starting out or ready to scale, understanding how to do it legally, clearly, and confidently is everything.In this episode, we cover:➡️ What an accredited investor actually is, and why it matters➡️ How to create a preferred return real estate syndication structure➡️ What a private placement memorandum includes and when you need it➡️ General partner vs limited partner real estate: roles, risk, and control➡️ The key differences between real estate fund vs syndication➡️ How to handle real estate syndication compliance 2025 rules➡️ Understanding real estate syndication waterfall structure➡️ Tips for raising private money for real estate legally and effectively➡️ The mindset shift needed to work with passive investing in real estate syndicationsIf you've been asking how to raise capital, structure deals, or use other people's money without risking SEC trouble, this is your blueprint.

Tilden Moschetti, an investment fund and syndication attorney, discussed Regulation D (Reg D) exemptions for raising capital. Reg D allows unlimited funds from accredited investors without advertising, with 98% of deals using it. Rule 506(b) allows non-accredited investors, while Rule 506(c) requires accredited investor verification. Accredited investors must earn $200K annually or have $1 million in net worth. Moschetti emphasized the importance of communication to mitigate risks and maintain investor trust. He noted that only 1-2% of cases lead to legal action if proper documentation is in place. His firm's turnaround time for Reg D filings is two weeks.   https://www.moschettilaw.com/  

In this inspiring episode of The REI Agent, Mattias, Erica, and guest Andy McMullen discuss overcoming fear, building communities, and taking action to succeed in real estate investment, even when conditions aren't perfect.(00:03) - Introduction to The REI Agent(00:15) - Mattias and Erica's Welcome Message(01:02) - Discussion on Overcoming Fear and Taking Action(03:30) - Improving Production Quality and Podcast Growth(05:45) - Call to Action for Audience Engagement(07:12) - Introduction of Guest: Andy McMullen(08:30) - Overview of Andy's Investment Strategy(10:05) - The Unique Approach of Building Single-Family Developments(12:15) - Investing in Secondary and Tertiary Markets(14:30) - Benefits and Risks of Syndications in Real Estate(16:50) - Building Communities with Long-Term Residents(18:35) - Comparison Between Single-Family Rentals and Apartments(20:45) - Community Amenities and Appeal for Residents(23:10) - Andy's Experience in Real Estate and Transition to Development(25:55) - Strategies for Mitigating Development Risks(28:20) - The Importance of Speed and Efficiency in Development(30:10) - Understanding IRR and Investment Returns(33:05) - Q&A: How Investors Can Participate in Andy's Projects(35:00) - Concluding Thoughts and Key TakeawaysContact Andy McMullenLegacy Acquisitions--For more great content like this, visit reiagent.com

Have you ever wondered how velocity banking can help you retire early with real estate? In this episode of The Real Wealth Show, we catch up with Real Wealth member Kyle Nott, who was first featured in 2022. Since then, Kyle has dramatically transformed his investment strategy—scaling his portfolio to 33 rental doors, stepping away from syndications, and implementing a powerful financial tool known as velocity banking to supercharge his cash flow and accelerate his path to financial freedom.

In this episode, Brett McCollum interviews Nic Espanet, a seasoned real estate syndicator who transitioned from a career in physical therapy to real estate investing. They discuss Nic's journey, the freedom that comes with real estate, the challenges of syndication, and the importance of partnerships. The conversation also touches on navigating market changes, the significance of leadership during tough times, and the value of mentorship in the real estate industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this Topical Tuesday episode, I spoke with Aaron and Jacob Thomas who are the co-founders of Twin Lux Capital. Aaron oversees the full investment lifecycle, leveraging his background as a commercial broker and personal investor to drive strategy and performance. Jacob leads key operational areas including acquisitions, underwriting, and asset management, drawing on his experience in sales, rental property management, and investing. Together, they share practical strategies and market insights for investors looking to build long-term value. Be sure to tune in if you're interested in learning about: How a move from Michigan to Arizona turned into a strategic leap into commercial real estate investing Why conservative underwriting and macroeconomic tailwinds made their first deal in Phoenix a no-brainer Key insights into AI and chip manufacturing trends fueling Phoenix's long-term growth story What's next for Twin Lux Capital as they scale their investor base, explore co-GP roles, and eye new opportunities To your success, Tyler Lyons Resources mentioned in the episode: Aaron and Jacob Thomas Twin Lux Capital Website Aaron's LinkedIn Jacob's LinkedIn Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Today on the podcast, we unravel the complexities of passive investing with Kurt Novak, an experienced investor who's navigated nearly 50 syndications and uncovered some surprising truths on his journey.   When Kurt sold his entire real estate portfolio - rental properties, a self-storage facility, and a thriving brokerage - he thought he was settling into early retirement. Instead, he found himself deep in the world of passive investing, syndications, and allocators.   What started with crowdfunding platforms like CrowdStreet quickly expanded into direct investments, allocator-led funds, and a portfolio spanning nearly 50 syndications. But along the way, he discovered something surprising - many passive investors (including himself at first) had no idea what an allocator really is… or how they make money.   Syndications, Allocators, and the Fine Print Kurt breaks down the differences between investing directly with sponsors and going through allocators (a.k.a. fund managers, middlemen, capital raisers - pick your term). Spoiler alert: it's not always as transparent as you'd hope. In fact, many allocators present deals in a way that makes them look like sponsors, leaving investors unaware of the extra layer of fees, the loss of direct ownership, and who's really calling the shots.   Where's the Real Money? With nearly five years in the passive investing game, Kurt has seen it all - stellar returns, underperforming projections, and even outright fraud. He shares which asset classes have been the biggest winners and which ones have fallen short. Plus, he reveals what happens when an allocator steps up and fights for investors after a deal goes sideways.   What Every Passive Investor Needs to Know This episode is a masterclass in cutting through the noise, avoiding common pitfalls, and making smarter investment decisions. Whether you're a seasoned investor or just dipping your toes into the syndication business, Kurt's insights will challenge the way you think about allocators, fund structures, and who's really working in your best interest. *** If you've ever wondered where your money actually goes in a syndicated deal—how the fees break down, who's making the decisions, and whether you're really getting the best deal possible—this episode is a must-listen. Kurt pulls back the curtain on the hidden layers of passive investing, helping you understand what to look for, what to avoid, and how to make sure your money is truly working for you. *** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

Tax season is in full swing, and in this Tax Tuesday episode, Anderson Advisors attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle numerous listener tax questions with practical advice. They discuss the Section 121 exclusion for primary residences, explaining how married couples filing separately can each qualify for the $250,000 capital gains exclusion. They outline strategies for converting personal residences to rental properties using S-corporations and installment sales to maximize tax benefits. Amanda and Eliot clarify 401(k) withdrawal rules, explaining when penalties apply and options like the Rule of 55 and hardship withdrawals. You'll hear recommendations on optimal entity structures for real estate syndications, explanations of the short-term rental "loophole" for active income classification, and when to use trading partnerships versus simple LLCs for investment accounts. The episode concludes with a breakdown of key Tax Cuts and Jobs Act provisions set to expire in 2025, including individual tax brackets, standard deduction changes, child tax credits, and bonus depreciation, highlighting potential impacts for taxpayers.   Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics:   "I understand that you can sell your primary residence and receive an exclusion from capital gains taxes on the first $250,000 if you're single and $500,000 if you're married filing jointly. However, I can't find any rules regarding if you're married filing separately. Could you please confirm if married filing separate also qualifies for the exclusion? Also, could you talk about how making improvements adds to the basis?" - Yes, both spouses filing separately can each get the $250,000 exclusion. Only one spouse needs to be on the title, but both must use it as a primary residence for 2 of the last 5 years. Improvements (new floors, additions, HVAC systems) add to your basis, which reduces taxable gain when you sell. "Can I use both cost segregation and bonus depreciation from an S-corp you sell your personal residence to for the Section 121 exemption? Also, what is the accounting treatment if you sold your personal residence to an S-corp using an installment sale?" - Yes to cost seg, no to bonus depreciation (not allowed for related-party transactions). For accounting, record the property as an asset on the S-corp with a liability for the note owed to you personally. You'll recognize all gain in year of sale (which is actually beneficial to utilize the Section 121 exclusion), and interest payments will be recorded as interest income. "Do I have to officially quit my job and be retired to take disbursements from my 401k? At what age can I take disbursements from my 401k? Are there any negative tax implications from taking early disbursements?" - You don't need to quit your job to take distributions if you're 59½ or older, though your specific plan may have different rules. Early withdrawals before 59½ incur a 10% penalty plus ordinary income tax, unless you qualify for exceptions like the Rule of 55 (if you leave your job at 55+) or hardship withdrawals for specific situations. "What is the best entity for tax purposes to invest in real estate syndications?" - A Wyoming LLC (disregarded) or partnership is typically best. This gives liability protection while letting income/losses flow directly to your personal return (important for using passive losses). Avoid S-Corps (reasonable wage requirements) and C-Corps (trap gains/losses on corporate return). "Regarding bonus depreciation and the short-term rental loophole, are either the 500 hours or 100 hours and, more than anyone else, material participation tests prorated for the year? For example, if a property is purchased and put into service in November, those hours would be difficult to achieve." - No, these hours are not prorated. You must meet the full hour requirements between purchase and December 31st. Consider using the "substantially all participation" test if you personally perform nearly all work needed, even if under 100 hours. "If I purchased an investment apartment and repaired windows, floors and incurred other miscellaneous expenses to make it ready for renters, can I write the expense off on my Schedule E? I didn't receive any income for that apartment as of yet." - You can only deduct expenses after the property is "placed in service" (available for rent). If not in service yet, these costs must be added to the property's basis and depreciated. The $2,500 de minimis rule lets you expense (not capitalize) individual purchases under $2,500, but only after the property is in service. "I'm starting to do wholesale investments. I'm still a W-2 employee, yet I will resign soon. Is it recommended that I start my LLC now, and why?" - Yes, start your LLC now for liability protection when entering contracts. Begin with a disregarded LLC in the state where you're wholesaling. Once established and generating consistent income, consider making an S-Corporation election to save on self-employment taxes. "I have a trading account, but I do not actively trade in it. Should I set up a trading partnership for it?" - If you're not actively trading, a simple Wyoming LLC for asset protection is sufficient. For active traders with significant expenses, consider the limited partnership structure with a C-Corporation general partner to shift some income and deduct expenses that aren't allowed on personal returns. Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session/?utm_source=the-best-entity-for-real-estate-syndications-and-maximum-tax-benefits&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=the-best-entity-for-real-estate-syndications-and-maximum-tax-benefits&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

In this solo episode of the Secrets to Abundant Living Podcast, Amy Sylvis explores the intricacies of real estate syndications as a diversified investment strategy. She emphasizes the importance of networking and building relationships to uncover these unpublicly listed investment opportunities. Amy outlines the benefits and drawbacks of real estate syndications, dispelling the myth that large commercial real estate is only accessible to millionaires. She also discusses the role of accredited and non-accredited investors, offering practical advice on getting started. Key insights include the significance of due diligence, understanding the roles within a syndication, and the advantages of hands-off income and diversification. Amy further highlights the potential for using retirement accounts to invest in these syndications, providing valuable guidance for diversifying beyond traditional paper assets like stocks and bonds.Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:00 Introduction to Real Estate Investment Opportunities00:30 Welcome to the Secrets to Abundant Living Podcast01:18 Meet Your Host: Amy Sylvis02:06 Current Market Insights and Real Estate Syndication Basics03:36 Understanding Real Estate Syndication07:07 The Process of Investing in Syndications09:05 Benefits and Downsides of Real Estate Syndications15:29 Accredited vs. Non-Accredited Investors17:20 Final Thoughts and Additional Resources18:51 Conclusion and Farewell

HE BUILT THE DREAM AND ALMOST LOST HIMSELF IN IT.Emanuele Pani went from mopping floors and fixing leaks…to owning nearly every unit in his building.But success wasn't what he expected.In this episode, you'll hear:How he bought 39 out of 40 units using seller financing & hustleWhat happened when COVID hit, no grace period, no backup planThe creative deals that made it all possible (and profitable)Why burnout and identity loss followed after the winHow he rebuilt his purpose with long-term hospitality and legacy in mindThis isn't a how-to. It's a how-he-did-it.From broke to burned out and back to intentional growth.04:30 – From Cleaning Units to Closing Deals: The Hustle Years Begin09:00 – Bold First Move: Buying 12 Apartments with No Credit13:30 – Managing Chaos: Mortgages, Maintenance, and Mentality18:00 – Refinancing & Reinvesting: How One Refi Fueled the Next Level22:30 – Rising Too Fast: Distractions, Syndications, and Burnout27:00 – The Redemption Plan: 18-Unit Acquisition Through Sheer Will31:30 – Pandemic Pivot: Surviving COVID with Mid-Term Mastery36:00 – The Final Two: Closing the Hardest Sales with Strategic Leverage41:00 – Full Circle Wealth: STR Structure, Community, and Long-Term VisionGet FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com

HE BUILT THE DREAM AND ALMOST LOST HIMSELF IN IT.Emanuele Pani went from mopping floors and fixing leaks…to owning nearly every unit in his building.But success wasn't what he expected.In this episode, you'll hear:How he bought 39 out of 40 units using seller financing & hustleWhat happened when COVID hit, no grace period, no backup planThe creative deals that made it all possible (and profitable)Why burnout and identity loss followed after the winHow he rebuilt his purpose with long-term hospitality and legacy in mindThis isn't a how-to. It's a how-he-did-it.From broke to burned out and back to intentional growth.04:30 – From Cleaning Units to Closing Deals: The Hustle Years Begin09:00 – Bold First Move: Buying 12 Apartments with No Credit13:30 – Managing Chaos: Mortgages, Maintenance, and Mentality18:00 – Refinancing & Reinvesting: How One Refi Fueled the Next Level22:30 – Rising Too Fast: Distractions, Syndications, and Burnout27:00 – The Redemption Plan: 18-Unit Acquisition Through Sheer Will31:30 – Pandemic Pivot: Surviving COVID with Mid-Term Mastery36:00 – The Final Two: Closing the Hardest Sales with Strategic Leverage41:00 – Full Circle Wealth: STR Structure, Community, and Long-Term VisionGet FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com

Making mistakes and learning from them is all part of the real estate investing game. Today's guest shares the lessons he's learned along the way, especially when it comes to syndications. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Paul Shannon, a fund manager at InvestWise Collective. Paul has acquired more than 200 residential units by recycling equity and JV. He is a limited partner who has invested in more than 40 deals as a passive investor. Paul is also the co-host of PassivePockets, a BiggerPockets podcast on passive investing. As Jonathan and Paul start their discussion, they explore how Paul earned his investing stripes and flipped most of his single-family properties. Paul outlines his expectations as a limited partner in a syndication, the advantages of being an expert in your local market, and the one asset class Paul would never handle himself. You'll hear the greatest power an investor has, the importance of diversification, and why you need to understand your risk tolerance as a part of your investment strategy. Finally, Jonathan and Paul cover doing your due diligence, remaining patient, and knowing you have an out for an investment when you need it. Syndications are becoming more popular for those seeking passive investing opportunities, and Paul Shannon outlines what you should know before diving in headfirst. In this episode, you will hear: The first time Paul Shannon heard about syndications and how he earned his investing stripes with his first few properties How Paul used his single-family properties and why most were flips His expectations when he invests in a syndication as a limited partner The advantages of being an expert in your local market and partnering with syndications that are experts in their local markets The one asset class Paul would never handle himself, and the greatest power an investor has Remaining diversified to mitigate risk Understanding your risk tolerance as a part of your investing strategy and the connection macroeconomics has to everything Doing due diligence and the importance of patience Being prepared and having outs ready to go when you need them The formation of Paul's company and podcast, and why he's agnostic about asset classes Growing interest in syndications and where it's coming from GPs and a willingness to say no to LPs who aren't a good fit 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/232/ to download it. Supporting Resources: InvestWise Collective website - www.investwisecollective.com PassivePockets on YouTube - www.youtube.com/playlist?list=PLVOQdep-pAiJ9q6LrQzQmVx4cMo9asVS9 Connect with Paul Shannon on LinkedIn - www.linkedin.com/in/paul-shannon-68255530 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.

You make a good salary, and you're putting away savings that barely keeps up with the cost of living. You need a professional, trustworthy team to build your passive income cash flow.In The Wealth Elevator: Real estate syndications, accredited investor banking, and tax strategies for first-gen millionaires, real estate investor and fund manager Lane Kawaoka shows you how to ascend the investment floors to financial freedom.Discover how to:● Take the elevator from rentals to syndications to private funds and more● Generate cashflow of $0 to $25,000 to $100,000 per month● Harness legal tax strategies to protect your wealth● Own your money with Accredited Investor Banking● Make the ideal connections for your Family Office● Build your legacy, as you reach net assets of $10 million and beyondUsing this proven system, investors typically reach financial freedom in four to seven years. The author Kawaoka, a multi-billionaire, gives you the elevator. It's so easy, it's almost boring.Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go to thewealthelevator.com/master Hosted on Acast. See acast.com/privacy for more information.

You make a good salary, and you're putting away savings that barely keeps up with the cost of living. You need a professional, trustworthy team to build your passive income cash flow.In The Wealth Elevator: Real estate syndications, accredited investor banking, and tax strategies for first-gen millionaires, real estate investor and fund manager Lane Kawaoka shows you how to ascend the investment floors to financial freedom.Discover how to:● Take the elevator from rentals to syndications to private funds and more● Generate cashflow of $0 to $25,000 to $100,000 per month● Harness legal tax strategies to protect your wealth● Own your money with Accredited Investor Banking● Make the ideal connections for your Family Office● Build your legacy, as you reach net assets of $10 million and beyondUsing this proven system, investors typically reach financial freedom in four to seven years. The author Kawaoka, a multi-billionaire, gives you the elevator. It's so easy, it's almost boring.Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go to thewealthelevator.com/master Hosted on Acast. See acast.com/privacy for more information.

For many investors, it takes a while to become comfortable with syndications. For today's guest, he tried other real estate investing methods before becoming a syndication expert. Today's episode of Zen and the Art of Real Estate Investing features Randy Smith, founder of Impact Equity. He brings over 25 years of experience in corporate sales and leadership to real estate investing and launched Impact Equity in June 2022. Randy's company helps investors spend money with world-class operators across several projects. He also launched RAI$E Capital Coaching and Consulting to help new capital raisers start their businesses. Randy is the co-host of The Gentle Art of Crushing it. Jonathan and Randy start their conversation by exploring Randy's “Rich Dad Poor Dad” background and why it took until he was in his 40s to pursue real estate investing. He shares his first steps to move toward a real estate career, the pros and cons of turnkey properties, and Randy's initial investing mistakes. Randy shares that he moved to syndications after trying out the BRRRR strategy, the importance of doing your due diligence in syndication investing, and why debt is the biggest risk factor in these transactions. Jonathan and Randy cover the current challenges in his portfolio, the importance of diversifying, and why building a community as an investor is critical. As the discussion winds down, Randy explains the importance of understanding your syndication preferences, how he uses fund of funds, and the three most important things to look for in a deal. With a lengthy career in sales, Randy Smith brings a unique perspective to real estate syndications and offers expert advice on what to look for. In this episode, you will hear: Randy Smith's “Rich Dad Poor Dad” background and why he was in his 40s before he got started in real estate The first steps Randy took to move toward a career in real estate The pros and cons of turnkey properties and his initial mistakes What brought Randy to syndications after trying the BRRRR strategy The due diligence required when buying into a syndication Why debt is the single biggest risk factor in these deals Current challenges in Randy's portfolio and the importance of diversification General principles that apply across multiple asset classes  The importance of community as a real estate investor Understanding your preferences in a syndication Fund of funds and how they work How to find a syndication using Randy Smith's tips for finding the right buy The three most important things to look for in a deal What you can learn from Randy's coaching program 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/231/ to download it. Supporting Resources: Impact Equity website - www.impactequity.net Randy Smith on Facebook - www.facebook.com/randysmith637 Randy's Instagram - www.instagram.com/randysmithinvestor Connect with Randy on LinkedIn - www.linkedin.com/in/randallmsmith The Gentle Art of Crushing It - www.impactequity.net/blog/category/podcasts 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.

Lane Kawaoka is a seasoned real estate investor, syndicator, and financial mentor who has built an impressive portfolio of over 10,000 rental units. With a background in engineering, Lane leverages his analytical skills to reverse-engineer wealth-building strategies used by the affluent. He is the founder of the "Simple Passive Cashflow" platform and the author of The Wealth Elevator, a guide to achieving financial independence. Lane's journey from a traditional 9-to-5 job to becoming a leader in real estate syndication is both inspiring and insightful. On this episode we talk about: – How Lane transitioned from being an engineer to owning over 10,000 rental units. – The basics of real estate syndication and how it works. – The importance of vetting operators and deals in real estate investments. – Strategies for building wealth through passive income. – Diversifying investments into private equity and other asset classes beyond real estate. Top 3 Takeaways 1. Start Small but Think Big: Lane began with single-family homes but scaled to multifamily units and syndications by reinvesting profits and leveraging partnerships. 2. Vet Your Partners Thoroughly: Success in syndications depends heavily on the experience and integrity of the operators you partner with. 3. Diversify for Stability: While real estate remains a cornerstone, Lane emphasizes diversifying into businesses and other investments for long-term financial security. Connect with Lane Kawaoka: LinkedIn: https://www.linkedin.com/in/lanekawaoka Twitter/X: @SimplePassiveCF Website: https://www.simplepassivecashflow/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Brett McCollum interviews Mike Zlotnik, a seasoned real estate investor, about the intricacies of syndications and funds. Mike shares his journey from a technology executive to a full-time real estate investor, discussing the evolution of the lending landscape post-2008 crisis and the current opportunities in commercial real estate, particularly in multifamily investments. He emphasizes the importance of adapting to market changes, the benefits of passive investing, and how to choose the right syndicator. The discussion also covers the evaluation of investment opportunities and the potential for significant returns in today's market.   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   —--------------------

On this episode of the Best Ever CRE Show, Pascal Wagner interviews Bethany LeFlam, a seasoned SEC attorney who has structured thousands of real estate syndications. They dive deep into LP protections, red flags in PPMs, and what Bethany looks for before investing passively herself. She shares how she transitioned from legal advisor to active hotel investor, what makes boutique hotels attractive, and why operators' communication styles reveal more than any pitch deck. Bethany also explains the legal implications of capital raising, share class structures, and her stance on whether GPs should invest their own capital in deals. Bethany LaFlam SEC Attorney Based in Irvine, CA Say hi to them at Premier Law Group Bethany LaFlam https://www.instagram.com/bethany_laflam/?hl=en Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you want to invest in real estate without the hassle of managing tenants? Syndications offer a way to build passive income by pooling resources with other investors without dealing with property maintenance.In this episode, the financial coaches explain how syndications work, why they fit different Investor DNA profiles, and how to vet deals like a pro. They also discuss common risks and the red flags you must avoid before investing. If you're looking for an alternative way to grow wealth through real estate, this episode is a must-listen!Top three things you will learn:-How syndications work -Recognizing and avoiding red flags-Who should (and shouldn't) invest in syndicationsWant to discover your perfect investing strategy?-Follow us on Instagram → https://www.instagram.com/wealthwithoutwallst/-DM "DNA" to take the Investor DNA Quiz!The Art of Passive Income Podcast:-https://www.youtube.com/playlist?list=PLgqpzGRlkzzF9aYUSs96e5GQmL6hRzg6TTurn Active Income Into Passive Income:-https://wealthwithoutwallstreet.com/piosBook Your Free Passive Income Game Plan Session:-https://wealthwithoutwallstreet.com/freecallWealth Without Wall Street New Book:-https://wealthwithoutwallstreet.com/newbookIBC Webinar:-https://wealthwithoutwallstreet.com/ibcJoin Our Next Inner Circle Live Event:-https://www.wealthwithoutwallstreet.com/live-Promo Code: PODCASTFind Out How Close You Are to Financial Freedom: -https://wealthwithoutwallstreet.com/quizJoin the Wealth Without Wall Street Community: -https://wealthwithoutwallstreet.com/communityDiscover Your Path to Financial Freedom: -https://wealthwithoutwallstreet.com/pathJoin the Passive Income MasterMind: -https://wealthwithoutwallstreet.com/wwws-passive-income-mastermindJoin Our Short-Term Rental (STR) Course:-https://go.wealthwithoutwallstreet.com/strcourseThe Land Geek:-https://thelandgeek.com/How to Buy Online Businesses for Profit:-

In this episode, we dive deep into the essential strategies for protecting your real estate investments. Whether you're a seasoned investor or just starting out, understanding the benefits of structuring your investments through an LLC is crucial for safeguarding your assets. We'll explore when the right time is to create an LLC, how it works with trusts to provide added protection, how it protects you if there is a lawsuit, and why relying on insurance alone is a dangerous misconception. We'll also discuss common mistakes investors make when starting their businesses. This episode is packed with valuable insights to help you protect your wealth and minimize risk. Tune in and learn how to make your real estate investments more secure and successful! LINKS: FREE TAX & ASSET PROTECTION STRATEGY SESSION: https://aba.link/RealWealth JOIN RealWealth® FOR FREE https://tinyurl.com/joinrws1046 CLINT'S UPCOMING WEBINAR: MARCH 20th https://realwealth.com/events SYNDICATIONS 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 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  

Vanessa Alfaro is a serial entrepreneur, real estate investor, and multifamily syndicator who has founded multiple 7- and 8-figure companies across three different countries. She is the founder of Venus Capital, a women- and minority-owned real estate investment firm focused on technology and AI-driven innovation. With 1,400+ multifamily units, Vanessa specializes in cash-flowing value-add deals in secondary and tertiary markets and leverages AI tools to optimize deal sourcing, capital raising, and property management.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways Vanessa focuses on cash-flowing value-add deals in secondary and tertiary markets, emphasizing stability over high-risk equity plays. She leverages AI for deal analysis, investor profiling, and property management, optimizing operations and cutting expenses by 15-20%. AI chatbots and automation tools streamline leasing, capital raising, and investor communications. Vanessa believes diversification is key—investors should spread risk across different real estate strategies. Leverage is critical to scaling a business—whether through people, technology, or AI tools.     Topics Vanessa's Entrepreneurial Journey Started her first business at age 12, selling products at school. Founded multiple companies, including Venus Capital, a women- and minority-owned real estate investment firm. Balances entrepreneurship with family life, raising five kids while managing multiple businesses. Scaling with AI and Technology Uses AI for deal sourcing, market analysis, investor profiling, and property management. Highlights how AI chatbots streamline operations, including leasing and lead generation. AI helps cut expenses by 15-20%, improving NOI for multifamily properties. Vanessa emphasizes that operators not using AI are leaving money on the table. Multifamily Investment Strategy Owns 1,400+ multifamily units, focusing on cash-flowing properties since 2019. Targets secondary and tertiary markets, benefiting from post-COVID migration trends. Prefers cash flow over speculative equity gains, ensuring long-term stability. Encourages investors to diversify their portfolio and assess risk tolerance.    

Betting on yourself first is often the key to creating a real impact on your real estate investing journey. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes guests Nate Shields and Troy Zimmerman from Missional Capital Group. Missional Capital Group is a real estate investment company that believes financial success should be driven by purpose and ethical principles. Nate and Troy's journey began with a simple yet powerful vision to create a platform that aligns financial prosperity with social responsibility. Jonathan, Nate, and Troy start their discussion by delving into Troy and Nate's introductions to real estate. You'll hear how they met, the block Troy had as a financial advisor, how Nate and Troy overcame it to form Missional Capital Group, and why relationships are important to real estate transactions. Nate and Troy explain the importance of betting on yourself first, having income streams outside of syndication investments, and how they decided syndications are a good investment using the strategies they developed for investing. Finally, Nate and Troy share how they chose their market in Alabama, their primary source for finding off-market deals, the benefits of holding a real estate license as an investor, and how meetups can be a great way to connect to other investors. Syndications can create the impactful passive real estate investing many investors are seeking. Nate Shields and Troy Zimmerman outline what you need to know about this investing vehicle. In this episode, you will hear: Troy Zimmerman's initial interest in real estate through his family members Nate Shields's introduction to real estate in his early 20s after reading “Rich Dad Poor Dad” and “Rich Dad's CASHFLOW Quadrant” How Troy and Nate met and began working together, and the impact market shifts have had on their business model over the years The block Troy had as a financial advisor to form Missional Capital Group with Nate Relationships and why they matter so much in real estate transactions Betting on yourself first and the importance of having income streams outside of syndication investments Deciding to begin investing in syndications and how Troy and Nate's strategy gave them confidence Investing in Alabama and their fortune in finding that particular market Troy and Nate's leading source for finding off-market deals Opportunities for seller financing and what makes it harder to implement than most other strategies The benefits of holding a real estate license as an investor Nate and Troy's current buy box and the importance of a trusted property manager Meetups as a way to get connected to other investors and their advice for new investors 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/224/ to download it. Supporting Resources: Missional Capital Group - www.missional.group Missional Capital Group's Facebook page - www.facebook.com/missionalcapital Missional Capital on Instagram - www.instagram.com/missionalcapital Find Missional Capital on LinkedIn - www.linkedin.com/company/missional-capital-group Troy Zimmerman on Instagram - www.instagram.com/troygzimmerman Connect with Troy on LinkedIn - www.linkedin.com/in/troyzimmerman Find Nate Shields on Instagram - www.instagram.com/nate_shields Connect with Nate on LinkedIn - www.linkedin.com/in/nate-shields 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.

In this episode of the Lone Star Capital podcast, Craig McGrother and I discuss various topics related to real estate investing, including capital calls and dual tranche syndication structures. We explore the challenges of in-house construction and accounting considerations, as well as current market trends in multifamily real estate. Our conversation also touches on the importance of sleep for productivity and overall health, emphasizing how what is measured can be improved upon.Learn more about Lone Star Capital at www.lscre.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog 

The real estate industry offers incredible opportunities—but it also attracts bad actors. In this episode, we'll discuss the importance of due diligence, the risks of unqualified mentors, and how to protect yourself from fraud in investment real estate. Whether you're a wholesaler, syndicator, or investor, this episode provides essential insights on spotting red flags and making informed decisions. WHAT YOU'LL LEARN FROM THIS EPISODE   Why real estate's low barrier to entry attracts both great entrepreneurs and bad actors The importance of vetting investment opportunities and educational programs before committing Common financial mistakes real estate professionals make and how to avoid them Dangers of moving money between deals and why it can lead to legal trouble How to recognize unqualified educators selling information instead of proven strategies CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter

In this episode, Dr. Peter Kim dives into the hidden risks of real estate syndications and how to avoid them. He shares his own experiences—both good and bad—to help you make smarter investment decisions. Peter breaks down the importance of vetting sponsors, understanding market risks, reviewing deal structures, and planning for liquidity and exit strategies. Whether you're new to syndications or have been investing for years, this episode will give you the tools to invest with more confidence. Stay tuned! Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD. Eckard Enterprises brings this episode to you. Eckard Enterprises, LLC, is a family-owned and operated alternative investment and asset management firm, specializing in mineral rights and the U.S. energy industry. Eckard believes that owning tangible assets is one of the safest, long-term investment strategies available in today's investment climate. Like what you heard? Subscribe and Rate Us!

Send us a textIs your job as secure as you think? Dr. Param Baladandapani, a hysician-turned-real-estate-investor, shares how a job merger made her realize the need for financial independence. She built a real estate portfolio that replaced her medical income in just a year and now helps other professionals do the same. In this episode, she breaks down passive investing, tax-efficient wealth-building, and strategies for achieving financial freedom without sacrificing your career. [00:01 - 07:33] The Wake-Up Call: Realizing the Power of Passive IncomeA career shake-up exposed the risk of relying on a W-2 incomeDespite a high salary, her passive income was only $2,000/monthReal estate became her path to financial security[07:34 - 15:16] The Aha Moment: Real Estate vs. Stock Market ReturnsHer real estate investments outperformed the stock market 6x overThe power of leverage and tax advantages in real estateHow cash flow creates true financial freedom[15:17 - 22:59] Strategies for Success: Building a Real Estate PortfolioThree investing approaches: passive, short-term hustle, or full-time entrepreneurScaling from single-family homes to larger investmentsThe shift from active investing to fully passive income[23:00 - 31:46] Syndications and Alternative Investments for Busy ProfessionalsHow high-income earners can invest without managing propertiesThe benefits of multifamily value-add dealsHow GW Capital provides hands-off investing opportunities[31:47 - 37:37] Overcoming Barriers to Financial FreedomThe biggest mindset blocks professionals faceWhy real estate isn't as risky as many believeThe key to taking action and accelerating wealth-buildingConnect with Param:Website: https://gwcapital.com/LinkedIn: https://www.linkedin.com/company/generationalwealthmdFacebook: https://www.facebook.com/groups/generationalwealthmdInstagram: https://www.instagram.com/generationalwealthmdLEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:"Work smarter. The path to financial freedom isn't about working harder—it's about choosing the right investments and leveraging them wisely." - Dr. Param Baladandapani"High-income professionals aren't taught about alternative investments, but the wealthy have always invested in them. It's time toSupport the show

Are you trying to learn how to build trust and raise millions for syndications? Do you want to know the secrets behind successful multifamily real estate investments? In this podcast, Vinney "Smile" Chopra, a syndication champion with over 45 years of expertise and $1 billion+ in assets under management, shares his proven strategies and mindset shifts that have helped him scale his business and raise millions through effective syndications.The most valuable lesson? Trust is the foundation of raising private equity. Vinney dives into how transparency, educating investors, and fostering relationships have been critical to his success. He also discusses leveraging technology, building a winning team culture, and tapping into emerging markets like senior living and hospitality. Whether you're a seasoned investor or just starting out, you'll gain actionable tips to take your real estate game to the next level.Don't miss out on this opportunity to learn from one of the best in the industry! To find out more about multifamily investing, raising capital, and building wealth, listen now.  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

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.

Syndications can be an excellent way to add passive income to your real estate portfolio. Today's returning guest sits down with Jonathan to explain the current state of multifamily syndications. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes back Drew Breneman, founder and CEO of Breneman Capital. Breneman Capital is focused on helping its investors create passive income streams through multifamily syndications. Jonathan and Drew start by delving into the big changes for real estate investors over the past couple of years. Drew explains why many people are choosing to rent versus buy with the ever-increasing cost of housing and shares he is also a renter. You'll hear the potential downsides of markets, Drew's criteria to decide on one, the markets still doing well in the Midwest, and how he manages their properties remotely. Jonathan and Drew explore the deals Drew never buys, which ones make the most money, and what he will look for over the next two years as the market shifts. If syndications are on your radar, returning guest Drew Breneman outlines what you can expect in the near future. In this episode, you will hear: The big changes over the last couple of years for real estate investors Consciously choosing to rent versus buy with the ever-increasing cost of housing Looking at the potential downsides of markets and the criteria Drew Breneman uses to make a decision The markets still doing well in the Midwest despite perception Average unit count across all of Drew's syndications and how they manage their properties The deals he never buys and the deals that make the most money Drew's take on the best cost of capital buying multifamily with five units and up What he's looking for over the next two years The average cycle time for one of Drew's deals and how he calculates when to sell 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/212/ to download it. Supporting Resources: Breneman Capital - www.breneman.com Breneman Blueprint on YouTube - www.youtube.com/@brenemanblueprint Breneman Capital's Facebook - www.facebook.com/people/Breneman-Capital/100084325985153 Find Breneman Capital on Instagram - www.instagram.com/brenemancapital Connect with Breneman Capital on LinkedIn - www.linkedin.com/company/brenemancapital Drew Breneman on Twitter/X - twitter.com/drewbreneman Drew on Facebook - www.facebook.com/drewb Drew's Instagram - www.instagram.com/drewbreneman Connect with Drew on LinkedIn - www.linkedin.com/in/drewbreneman 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.

In this heartfelt and insightful episode of Money With Mission, Dr. Felecia Froe sits down with her daughter Reed for a candid conversation about investing, financial fears, and lessons learned over the years. From childhood memories of playing "Cashflow 101" to real-world experiences managing properties, Reed asks questions that dive deep into the emotional and practical sides of financial independence.  Dr. Froe reflects on her journey, the highs and lows of real estate investing, and how resilience and integrity have shaped her approach to wealth-building. Tune in to hear how financial decisions shape lives and how to conquer the fear of investing. 00:00 - Candid mother-daughter conversation 01:56 - Early Lessons in Money and Investing 08:08 - Navigating Challenges in Real Estate  18:30 - The Transition to Syndications and Larger Deals  30:12 - Integrity, Partnerships, and Financial Independence  39:02 - Conquering Financial Scarcity and Mindset Shifts   Subscribe to our Youtube Channel! https://www.youtube.com/@moneywithmission3142   Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission   Key Quotes: "Money is really about creativity—you can always figure out where to get it from." – Dr. Felecia Froe "Scarcity mindset is a thief of opportunities—your money should work for you." – Dr. Felecia Froe

Watch & Subscribe on YouTubeAre you curious about real estate investing but overwhelmed by the thought of managing properties? Discover how real estate syndications could be your ticket to passive income and wealth building.In this episode of the Wealthy Wealthy Podcast, Krisstina Wise sits down with Darin Davis, a seasoned real estate investor and syndication expert with over two decades of experience. Darin shares his journey from corporate America to successful real estate entrepreneur, offering invaluable insights for both novice and experienced investors.Dive deep into the world of real estate syndications as Darin breaks down the concept in layman's terms. Learn why syndications can be a more attractive option than traditional residential real estate investing, offering potentially higher returns with less hands-on management. Darin also discusses the importance of cash flow and diversification in building long-term wealth.Throughout the conversation, Krisstina and Darin touch on topics such as the pros and cons of different real estate investment strategies, how to vet potential syndication sponsors, and the critical questions every investor should ask before participating in a deal. They also reflect on the lessons learned from various market cycles and the value of experience in navigating economic downturns.Ready to explore the potential of real estate syndications and learn from a true industry veteran? Tune in to this episode of the Wealthy Wealthy Podcast and take the first step towards expanding your investment portfolio.Upcoming WorkshopMake 2025 the year of you! A goal without a plan is just a wish. Get these resources from Krisstina's planning workshop to stop wishing and start planning in 2025.wisemoneyplanningworkshop.com Key Takeaways01:52 Long-standing friendship and shared ambitions7:51 Three parts of money management14:20 Real estate syndication explained20:29 Pros and cons of rental properties32:31 Cash flow vs. cash in investments38:48 Structure and returns in syndicationsMemorable Quotes"I was damned and determined to figure out a better way to create cash flow, create wealth, minimize taxes. I just didn't know. And I did kind of bounce around that first four or five years trying to figure out what was really the best thing for me.""If you think about a single family home and a real estate syndication, if you have $50,000 and you're going to go buy a rental property, you have control, you have an asset, but you're qualifying for a loan. The upside is typically not as prominent as doing something like a syndication.""I look at the time value of money or the time for money. If I have $100,000, I've got a duplex and I'm owning, managing, reporting, accounting, everything on that, it better be a damn good duplex that I know it's going to be 100% occupied all the time."Connect with DarinLinkedIn: https://www.linkedin.com/in/davisdarin/Connect with KrisstinaWebsite - https://wealthywellthy.life/Instagram - https://www.instagram.com/krisstinawiseYouTube - https://www.youtube.com/@krisstinawiseKrisstina's Book, Falling For...

How Trevor Thompson, a VP of Investor Engagement with Massive Capital, transformed his career through real estate investing. With investments in 32 syndications—20 as an LP and 12 as a GP—Trevor shares how he built a portfolio worth over $250M in assets. In this episode, he reveals the lessons learned from deals that went full cycle, strategies for vetting operators, and the power of compounding wealth to secure financial independence. Packed with actionable insights and authentic advice, this conversation is a must-listen for investors and entrepreneurs looking to elevate their game. Key Takeaways to Listen For:Start Early and Leverage the Power of CompoundingTrevor emphasized the transformative power of compounding wealth through reinvestment. Starting with $100,000 and reinvesting over time can grow your wealth to over $3.2 million in 25 years, showcasing the importance of long-term planning and disciplined investing.The Importance of Vetting OperatorsTransparency and communication are key when choosing an operator to invest with. Trevor highlighted the value of building trust and evaluating realistic expectations to ensure alignment between the investor and operator.Learn from Failures and Diversify InvestmentsTrevor openly shared lessons from deals that underperformed, stressing the need for adequate reserves, strong local partnerships, and diversifying across asset classes to mitigate risk and improve portfolio resilience.Build Authentic RelationshipsAs VP of Investor Engagement, Trevor underscored the significance of genuine connections. He focuses on creating value for others and recommends consistent engagement to foster meaningful, trust-based relationships in the real estate community.Understand Market Conditions and Adapt StrategiesMarket dynamics, such as interest rate changes, can make or break deals. Trevor advised investors to stay informed about financing structures and adjust strategies accordingly to navigate challenges effectively.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

In this episode of Real Estate Success: The Whissel Way, Kyle Whissel hosts Robby Butler of YStreet Capital to demystify passive real estate investing for agents. They delve into the advantages of syndications and funds, explaining how realtors can leverage retirement accounts and home equity to achieve returns far beyond traditional investments. The conversation covers diversification, tax-saving strategies like depreciation and 1031 exchanges, and how to move from active to passive income. Packed with actionable insights, this episode equips agents to grow wealth while focusing on their core business. Chapters: 0:00 - Introduction to Passive Investing with Robby Butler 1:46 - Why Real Estate Agents Overlook Retirement Funds 4:07 - Syndications vs. Funds: Key Differences 6:57 - Pros and Cons of Syndications 7:56 - Benefits of Funds and Diversification 11:05 - What Passive Real Estate Investment Means 12:50 - Accreditation and Investment Minimums Explained 15:31 - Evaluating Key Terms in Deals 21:10 - Leveraging Equity for Better Returns 25:16 - Combining Tax Strategies to Build Wealth

In this episode of the Best Ever CRE Show, Amanda Cruise interviews Keith Kulow, a former US Navy test pilot turned real estate investor. Keith shares his journey into real estate, focusing on multifamily investments and joint ventures. He discusses the differences between syndications and joint ventures, the importance of having a well-defined exit strategy, and the role of contract attorneys in structuring deals. Keith also highlights his current focus on multifamily and retail investments, the challenges faced in the retail sector, and details about a new build-to-rent project in Knoxville. Sponsors: Altra Running Sunrise Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Want 100% passive income? As in no tenants, toilets, phone calls, or painting! You can get genuinely passive income through one type of investment—real estate syndications. Never heard of them before? You're about to have your world flipped upside down because today, Jim Pfeifer, host of PassivePockets: The Passive Real Estate Investing Show, is on to walk you through real estate syndications, even if you're a complete beginner! Joining Jim is a long-time syndication investor and former professional football player (seriously!) Devon Kennard. Before syndications, Devon bought single-family homes during his NFL career, but as his time got increasingly limited, he needed a passive way to invest. The obvious choice? Real estate syndications!  Jim and Devon deliver a masterclass on syndication investing, showing you how much money you'll need, how to vet a syndication deal BEFORE you invest, the profits you could make, and red flags to watch out for. If passive income is your goal, syndications are for you; here's everything a beginner needs to know! In This Episode We Cover: Real estate syndications explained and who should (and shouldn't) invest in them The minimum investment amount for real estate syndications (lower than you'd think!) How to vet a syndicator (general partner) BEFORE you invest in their deal  Why many real estate investors ditch rentals for the passivity of syndications  Preferred returns, equity payouts, and other ways a syndication will make you money What Devon and Jim look for in a syndication before they invest any money  And So Much More! Links from the Show Join BiggerPockets for FREE Let Us Know What You Thought of the Show! Ask Your Question on the BiggerPockets Forums BiggerPockets YouTube PassivePockets: The Passive Real Estate Investing Show Grab Devon's Book, “Real Estate Side Hustle” Property Manager Finder The Ultimate Guide to Real Estate Syndication Connect with Devon Connect with Jim Connect with Dave Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1061 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

 Join Gino Barbaro, co-founder of Jake and Gino, as he sits down with the inspiring Michal and Vanessa Kuca. From humble beginnings to owning 80 multifamily units, this duo shares their incredible journey of investing in Albuquerque, revitalizing neighborhoods, and achieving the American Dream. In this episode, learn how they overcame challenges like managing distressed properties, convincing each other to take risks, and balancing life as a couple in business. Whether you're a seasoned investor or just starting, Michal and Vanessa's story is packed with insights, advice, and motivation to help you scale your real estate journey! Key Takeaways:From single-family homes to multifamily units in AlbuquerqueNavigating tough deals, like tenants fixing motorcycles indoorsLessons from joining the Jake and Gino communityHow to balance business and family lifeFuture plans: JV partnerships, syndications, and ground-up constructionConnect with Michal and Vanessa:Lucasaproperties.comPhone: 505-440-7244 What inspired you the most from Michal and Vanessa's journey? Let us know in the comments below!Don't forget to like, subscribe, and hit the notification bell to never miss an episode of Movers and Shakers! Chapters:00:00 - Introduction  02:05 - The "Ugly A-Plex" Story: Convincing Vanessa to Take a Chance  07:27 - Lessons Learned and Joining Jake and Gino  10:48 - Buy Right, Manage Right, Finance Right: Evolving Strategies  19:12 - Challenges and Benefits of Working with a Spouse  21:51 - Top Advice for New Multifamily Investors  23:20 - Future Plans: JV Deals, Syndications, and Ground-Up Construction   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)