Podcasts about syndicator

In the high-stakes world of real estate and investment partnerships, fraud is an unfortunate reality that can wreak havoc on your finances and reputation. Whether you're a passive investor, a co-GP, a Syndicator or Fund Manager, safeguarding your investment against fraudulent activity is crucial. Join Attorney Kim Lisa Taylor as she interviews Marc Hurwitz of Crossroads Investigations about his extensive expertise in fraud prevention and resolution. Crossroads is uniquely positioned to help you navigate these challenges. Summary:This podcast episode of Raise Capital Legally features a discussion on protecting investments from fraud, particularly in real estate syndication. Hosted by Krisha Young and attorney Kim Lisa Taylor, the episode features Marc Hurwitz from Crossroads Investigations. Marc, a former CIA officer, discusses various types of fraud prevalent in real estate investments, including partner fraud, email scams, and international investment risks. He emphasizes the importance of thorough background checks, due diligence, and using proper investigative methods. The conversation covers topics such as the 'triangle of fraud', the significance of using unrelated individuals for financial controls, and the challenges of verifying foreign investors. Marc details Crossroads' services, including comprehensive background checks starting at $500, and more in-depth investigations at $350/hour. The episode also addresses how to respond to suspected fraud and the importance of documenting communications. The discussion concludes with practical advice on protecting investments and ensuring proper due diligence.Chapters: Introduction to Crossroads Investigations and Fraud Prevention (00:00:02)Marc Hurwitz introduces Crossroads Investigations, based in Miami, founded in 2008. He shares his background as a former CIA officer and explains the company's comprehensive investigative services, including asset searches, background checks, employee screening, and international research.Common Types of Fraud in Real Estate Investments (00:03:42)Marc discusses various fraud schemes, including partners taking money and disappearing, email impersonation scams, and sophisticated methods used by fraudsters to hide their tracks, such as using crypto and anonymous LLCs.Understanding the Triangle of Fraud (00:06:44)Kim explains the triangle of fraud concept, detailing how access, unshareable need, and justification create a pathway for fraudulent behavior. She shares a case study illustrating how small thefts can escalate into larger fraud schemes.Importance of Background Checks and Due Diligence (00:14:50)Marc emphasizes the necessity of thorough background checks, including bad actor checks for syndication partners. He discusses the importance of context in evaluating past criminal records and financial issues.International Investment Risks and Due Diligence (00:26:03)Marc explains how Crossroads conducts background checks on foreign investors, including checking US federal databases and using local agents for manual records checks in other countries.Responding to Suspected Fraud (00:35:43)Marc outlines steps to take if fraud is suspected, including documenting communications, knowing which law enforcement agency to contact, and considering legal guidance for reporting.  Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

What separates transactional hustlers from industry titans? Discover the secrets of how Tyler Chesser—co-founder of CF Capital pulls back the curtain on building a $200M multifamily portfolio by mastering transformational relationships and long-term strategy. From his early days as “the apartment guy” to navigating institutional capital and market volatility, Tyler shares hard-earned insights on partnerships, capital raising in a tough economy, and why patience, prudence, and relationships still rule the game. If you're an investor or entrepreneur serious about scaling with substance, this is one conversation you can't afford to miss. 5 Key takeaways to learn from this episode1. Transformational Relationships Trump Transactional OnesTyler emphasizes the long-term power of building genuine, value-driven relationships rather than chasing short-term wins. This approach not only fuels repeat investments but also opens unexpected doors—like a small early lease turning into hundreds of thousands in future investments.2. Conservative Underwriting and Patience Pay OffUnlike many operators who rushed into deals during the market high of 2021-2022, Tyler's team at CF Capital exercised caution. Their selective acquisitions, based on below-replacement-cost assets and long-term fundamentals, allowed them to weather market headwinds without distress.3. Partnerships Enable Exponential GrowthTyler credits much of CF Capital's success to having a strong, complementary partnership from day one. Dividing responsibilities between strategic capital raising and operational execution helped them scale faster and smarter without overwhelming any one individual.4. Capital Raising is Three to Five Times Harder in Today's MarketRaising capital in 2024 is significantly more challenging than during the boom years. Tyler notes a steep increase in investor caution, requiring more effort, conversations, and relationship nurturing to secure commitments—even for high-quality deals.5. Thought Leadership and Investor Experience Drive GrowthTyler built credibility through his top 200 podcast, speaking engagements, and consistent investor communication. Combined with excellent execution and referrals, this multifaceted approach has fueled CF Capital's investor base—while his shift to leveraging others' platforms continues expanding their reach.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

Cody Bundura spent years coaching real estate investors, helping them close deals and raise capital. But when he decided to start his own syndication business, he realized he wasn't taking his own advice. In this episode of The Property Profits Podcast, Cody shares the biggest lessons from his coaching days, what separates successful investors from the rest, and how he finally took action to build his own investing business. ✅ How Cody transitioned from coaching to doing real deals ✅ The #1 thing successful investors do differently ✅ The biggest mistake Cody made when starting his business ✅ Why raising capital from your network is easier than you think   ======================== ======================== ================= Want to grow your real estate investing business and portfolio?  You're in the right place. Welcome to the Property Profits Real Estate Podcast

Today's show is pt 2 of our conversation with Brandon Turner!Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

In this episode, Jake and Gino sit down with Jeremy Thomason, Managing Principal of Convolo Capital, to discuss his journey from corporate banking to real estate syndication. Jeremy shares his experiences in passive investing, multifamily deals, asset management, and raising capital.He reveals insider knowledge from his time at CoreLogic, breaks down how institutional investors operate, and explains why Dallas and Atlanta are his top picks for 2025.If you're looking to scale your real estate portfolio, improve your asset management skills, or understand the nuances of multifamily investing, this episode is for you.Topics Covered:How Jeremy transitioned from banking to real estateLessons learned from single-family investingRaising capital as a first-time GPThe power of institutional investors in multifamilyThe risks of floating-rate loans and why fixed debt is kingHow to avoid cash management disasters in multifamilyThe future of real estate investing in 2025Subscribe for more insights on multifamily investing and wealth-building strategies! Chapters:00:00 - Introduction  02:59 - What is a Finance Bro?  07:32 - Transitioning from Passive Investor to Syndicator  11:40 - How Big Data and AI Are Changing Real Estate  19:20 - Understanding Multifamily Debt: Agency vs. Bridge Loans  23:15 - Cash Management vs. Spreadsheet Management  31:03 - Asset Management vs. Property Management  36:37 - Why NOI Growth Matters More Than Cap Rate Compression  40:17 - The State of the Multifamily Market in 2025  45:46 - Top Real Estate Podcasts & Resources  51:04 - Best U.S. Markets for 2025  52:29 - Gino Wraps it Up 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)

Rochelle Petersen shares her journey into real estate with her son Cade, discussing education, networking, multifamily investing, long-term strategies, social impact, and key lessons for aspiring investors.Join Tyler Deveraux's TIME Method, Goal-Setting Mastermind to help you reach those goals! JOIN HERE!We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Multifamily Capital Partners►Dallas Pruitt (@dalpruitt), Founder of LIVE LIFE Mission and Resident Mindset Consultant at the Multifamily Mindset►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Kyle Brown, Fulfillment Acquisitions Manager at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Whitney Elkins-Hutten of PassiveInvesting.com interviews Nick Stageberg to discuss his latest investment journey at Mandolin Place. With its 72 units in Austin, Minnesota, this property exemplifies the transformation of distressed assets into thriving communities. Nick delves into his creative negotiation strategies, financing challenges, and value-add approaches that set this project apart. Whether you are a seasoned investor or new to multifamily real estate, this episode delivers insights into unlocking the potential of underperforming properties.

Whitney Elkins-Hutten of PassiveInvesting.com interviews Devin Elder to discuss the acquisition and management of Stratton Park, a 127-unit multifamily asset in San Antonio, Texas. Devin shares his journey from corporate life to building a thriving real estate business, emphasizing the importance of broker relationships and strategic financing decisions. Discover actionable insights on navigating challenges, creating value in multifamily properties, and the operational strategies that drive success. Whether you're a seasoned investor or new to real estate, this episode offers practical advice to inspire your next move.

In this episode of Multifamily Minute, Kyle Brown highlights building authentic relationships with General Partners, leveraging networks, and teamwork as crucial strategies for securing multifamily syndication success.Join the best multifamily real estate conference of the year in 2025. Get your Peak Partnership tickets today! You won't miss it!Join Tyler Deveraux's TIME Method, Goal-Setting Mastermind to help you reach those goals! JOIN HERE!We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Multifamily Capital Partners►Dallas Pruitt (@dalpruitt), Founder of LIVE LIFE Mission and Resident Mindset Consultant at the Multifamily Mindset►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Kyle Brown, Fulfillment Acquisitions Manager at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Discover how Eddie Austin, a serial entrepreneur and fund manager, raised $24 million for his first real estate fund in record time! In this episode, Eddie dives deep into his journey from humble beginnings to managing over $310 million in assets. Learn the strategies he used to build a passionate community of investors, why he pivoted from syndications to funds, and how his transparent communication style has set him apart.Key Takeaways to Listen For:The Power of Community: Eddie shares how focusing on relationships and adding value at every interaction helped him raise $24 million in one event.Pivoting to Funds: Learn why Eddie transitioned from syndications to funds and how this strategic move benefits both investors and operators.Transparent Communication: Discover Eddie's philosophy of over-communicating with investors to build trust and prevent costly misunderstandings.Scaling Wealth Creatively: Hear how Eddie leveraged partnerships and innovative strategies to overcome challenges and grow his portfolio.Building Trust with Investors: Insights on how Eddie's background, detailed PPMs, and personal touch instill confidence among high-net-worth individuals.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 the Property Profits Real Estate Podcast, we sit down with Dr. Tom Burns, a highly successful real estate syndicator and orthopedic surgeon based in Austin, Texas. With over 2,600 units under his belt, plus industrial, office, and student properties, Tom shares his journey from medicine to multifamily real estate, proving that even the busiest professionals can thrive in real estate investing. What We Cover in This Episode: Tom's Portfolio Today: Over 2,600 units, industrial properties, and more. How He Got Started: From a young doctor in the late '80s with no capital to his first investments in the mid-'90s. Balancing a Busy Career with Real Estate: Practical advice for managing time and priorities while building wealth. The Long-Term Game: Why Tom's syndication strategy focuses on holding properties for the long haul. Finding Investors and Deals: The importance of relationships, communication, and transparency. Networking Tips: How to connect with people at seminars and conferences without being “salesy.” Exciting Plans for 2025: Navigating market changes, seeking cash-flowing deals, and overcoming development challenges. - 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/

Whitney Elkins-Hutten of PassiveInvesting.com interviews Mike Moe about his experience with the Copper Canyon deal, a 77-unit multifamily property in Tucson, Arizona. In this episode, they dive into the details of how the property was acquired, the unique challenges faced during due diligence, and how operational efficiencies were achieved. Mike shares insights on securing financing, managing property renovations, and strategies for navigating the complexities of multifamily investing in today's market. Tune in to learn more about Copper Canyon and valuable lessons from this exciting real estate journey.

In this episode of the Hero Capital Raising Show, host Tim Mai interviews Beth Bungay, a rising star in real estate syndication who has made remarkable strides in just 18 months. Beth, the force behind Cash Cow Investments, brings over 25 years of real estate experience to the table, including expertise in appraisals and hedge fund management. Despite being relatively new to syndication, she has already raised $2.4 million since February, acquiring over $43 million in assets totaling 338 doors. This episode offers valuable insights for both seasoned investors and newcomers to the syndication space, showcasing Beth's journey and strategies in capital raising and real estate success. Key Takeaways to Listen For:Rapid success in syndication: Beth Bungay raised over $2.4 million in just 7 months as a new syndicator.Diverse real estate background: 25 years of experience, including personal investing and appraisal expertise.Transition from hedge funds: Beth's hedge fund management experience provided valuable skills in risk management and investor relations.Substantial asset acquisition: In 18 months, Beth acquired over $43 million in assets, totaling 338 doors.FHA and VA certifications: Beth's appraisal company, Advantage Appraisals Inc., specializes in FHA and VA certifications, ensuring strong asset valuations.Tim 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 MaiConnect with UsTo learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/.To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.

In this episode of the Hero Capital Raising Show, host Tim Mai interviews Beth Bungay, a rising star in real estate syndication who has made remarkable strides in just 18 months. Beth, the force behind Cash Cow Investments, brings over 25 years of real estate experience to the table, including expertise in appraisals and hedge fund management. Despite being relatively new to syndication, she has already raised $2.4 million since February, acquiring over $43 million in assets totaling 338 doors. This episode offers valuable insights for both seasoned investors and newcomers to the syndication space, showcasing Beth's journey and strategies in capital raising and real estate success. Key Takeaways to Listen For:Rapid success in syndication: Beth Bungay raised over $2.4 million in just 7 months as a new syndicator.Diverse real estate background: 25 years of experience, including personal investing and appraisal expertise.Transition from hedge funds: Beth's hedge fund management experience provided valuable skills in risk management and investor relations.Substantial asset acquisition: In 18 months, Beth acquired over $43 million in assets, totaling 338 doors.FHA and VA certifications: Beth's appraisal company, Advantage Appraisals Inc., specializes in FHA and VA certifications, ensuring strong asset valuations.Tim 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 MaiConnect with UsTo learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/.To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.

Visit PassivePockets, your resource for passive investing with syndications.  Passive investing is most people's goal, especially if they're trying to achieve FIRE. They don't want to be weighed down by managing a dozen rental properties, an active business, or a complicated stock portfolio that requires constant check-ins. Instead, many of us want that “mailbox money,” with checks coming in without us having to do the work ourselves so we can focus on doing what we love. Sounds enticing, right? Then “syndication” real estate investing might be perfect for you.  We're thrilled to have the newest member of the BiggerPockets podcast network, Jim Pfeifer, host of PassivePockets, on today to talk about this one investment type that changed his life. Jim has invested in over 100 syndications and has been able to reap the significant rewards of passive income, massive tax benefits, and diversification through real estate syndications. Today, he gives a beginner-friendly breakdown, touching on what a syndication is, why it's an excellent investment for FIRE, how to vet a syndication BEFORE you invest, questions to ask a syndicator, and the unbeatable tax benefits you can get from sitting back and collecting passive income checks! Ready to make real estate returns without all the work? This one's for you! In This Episode We Cover Welcoming PassivePockets, the newest BiggerPockets podcast network show! Real estate syndications explained and why they're such an unbeatable investment How to vet a syndication operator and the questions you MUST ask before you invest The two barriers to entry for syndications and why you DON'T need to be an accredited investor to get in the game Tax benefits galore and how Jim is paying $0 in taxes on his syndication profits How much a syndication can make YOU (and why it might beat owning rental properties!) And So Much More! Links from the Show BiggerPockets Money Facebook Group Network with Other Investors on The Path to FIRE Through the BiggerPockets Forums Finance Review Guest Onboarding Join BiggerPockets for FREE Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Apply to Be a Guest on The Money Show Podcast Talent Search! Find an Investor-Friendly Agent in Your Area Find Investor-Friendly Lenders BiggerPockets Money Group BiggerPockets Forums BiggerPockets Money 456 - The Harsh Reality Real Estate Syndicators (and Investors) Face in 2024 w/J Scott Grab the Book on Syndication Real Estate Investing, “The Hands-Off Investor” Property Manager Finder See Mindy at BPCON2024 in Cancun! Syndications: Everything You Need to Know BEFORE You Invest w/ J Scott 01:01 Syndications Explained 03:30 Better for FIRE? 07:19 How to Vet a Syndicator 13:45 Questions You MUST Ask 21:28 Interest Rate Risks 24:16 Can Anyone Invest Passively? 28:27 Passive Retirement Investing 31:00 Advice for Investors   Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-564 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

Whitney Elkins-Hutten of PassiveInvesting.com interviews Karl Krauskopf to dissect his ingenious strategy behind the Eastmont Townhomes project in East Wenatchee, WA. Karl dives deep into his secret weapon: acquiring the 33-unit gem off-market. We're talking about unlocking hidden potential through value-add renovations. Karl breaks down his plan to transform the property, including converting those underutilized daylight basements. Plus, get a sneak peek at his innovative vision – could these townhomes become individually sellable units? This episode is a goldmine for investors seeking to maximize value in the multifamily market. Tune in and discover how Karl plans to transform Eastmont Townhomes!

Ever wondered how to skyrocket from single-family homes to a $100M real estate fund? Chris Bounds unveils his explosive journey from modest SFH investor to multifamily syndicator and now, a powerhouse fund manager. This episode is your backstage pass to the strategies that propelled Chris through each phase of real estate investing, offering a blueprint for your own ascent. Discover the pivotal moves that allowed him to scale rapidly, including the subtle mindset shifts that separate small-time landlords from real estate moguls. Chris reveals the insider secrets to attracting high-net-worth investors and structuring deals that snowball into empires. Don't let this game-changing wisdom slip through your fingers—hit play now and unlock the keys to your own real estate revolution! Key Takeaways to Listen ForScaling Strategies: Learn Chris Bounds' methods for transitioning from single-family to multifamily investments, and ultimately to fund management.Syndication Secrets: Uncover the techniques Chris used to successfully syndicate multifamily deals and attract investors.Fund Formation: Gain insights into the process of creating and managing a $100M real estate fund, including legal and operational considerations.Investor Relations: Discover how to build and maintain relationships with high-net-worth individuals to fuel larger-scale investments.Mindset Evolution: Understand the critical mental shifts required to progress from small-scale landlord to fund manager, and how to cultivate a growth-oriented perspective in real estate investing.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 MaiConnect with UsTo learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/.To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.

Learn the secrets of real estate syndication with Kenneth Gee as he reveals the keys to successful investing, choosing the right syndicator, and why Florida's market offers unparalleled opportunities for building wealth. (0:00) - Introduction to the Episode (0:19) - Kenneth Gee's Personal Life and Hobbies (1:06) - Kenneth Gee's Family and Their Careers (1:54) - What is Real Estate Syndication? (2:20) - Transitioning from Syndication to Fund Model (4:48) - Addressing Investors' Preference for DIY Investments (5:25) - Four Key Rules for Choosing a Syndicator or Fund (9:30) - Reasons for Kenneth Gee's Real Estate Investing Journey (12:01) - Kenneth Gee's Favorite Aspect of Real Estate Investing (14:06) - Overcoming Challenges During the 2008 Financial Crisis (16:27) - Lessons Learned from the Aviation Business (19:39) - Why Kenneth Gee Stays Committed to Real Estate Investing (20:07) - Current Focus on Growth and Geographic Expansion (21:21) - Leveraging Technology in Real Estate Investment (23:27) - Overview of the KRI Partners Portfolio (27:52) - Florida's Booming Real Estate Market (31:48) - How to Connect with Kenneth Gee (32:51) - What Kenneth Gee is Most Grateful For (33:48) - Defining Real Estate Investing Success ⁠⁠⁠⁠Click here for the full episode article and show notes.⁠⁠⁠⁠ If you'd like to get started in real estate investing, download our free guide, 5 Step Beginners Guide To Real Estate Investing, at ⁠⁠⁠⁠https://unitedstatesrealestateinvestor.com/freeguide/⁠⁠⁠⁠ Follow us on social: Facebook, ⁠⁠⁠⁠https://www.facebook.com/UnitedStatesREI/⁠⁠⁠⁠ Instagram, ⁠⁠⁠⁠https://www.instagram.com/unitedstatesrei/⁠⁠⁠⁠ Twitter, ⁠⁠⁠⁠https://twitter.com/unitedstatesrei⁠⁠⁠⁠ LinkedIn, ⁠⁠⁠⁠https://www.linkedin.com/company/unitedstatesrei⁠⁠⁠⁠ TikTok, ⁠⁠⁠⁠https://www.tiktok.com/@unitedstatesrei?⁠⁠⁠⁠ Spotify, ⁠⁠⁠⁠https://open.spotify.com/show/6f2Xz83KMZA43OUIUmuJ34?si=DxWjeG6ESOmRii9Eivvb8Q&dl_branch=1⁠⁠⁠⁠ Helping you achieve real estate investing financial freedom through media, networking, and knowledge. Enjoy listening to United States Real Estate Investor content to gain more knowledge and strategies of real estate investing and real estate investment in finance, landlording, property wholesaling, property rehabbing, entrepreneurship, building wealth, learning, teaching, professional networking, property law, tips and tricks, inspiration, motivation, and creating true financial freedom. ⁠⁠⁠⁠United States Real Estate Investor⁠⁠⁠⁠ ⁠⁠⁠⁠Universe Media Mastering: Your audio, more listenable.

We'd love to hear from you. What are your thoughts and questions?Lee Yoder, CEO of Threefold REI, shares his journey from physical therapist to apartment syndicator and the growth of his real estate portfolio. Over the past two years, Lee has acquired several apartment complexes and transitioned from third-party property management to in-house management. He discusses the challenges and rewards of this transition, including implementing property management software and managing employees. Lee emphasizes the importance of patience in the current real estate market and advises investors to focus on the long-term game. He also highlights the mission-focused approach of Threefold REI and the company's commitment to providing quality housing for residents.Main Points:Transitioning from third-party property management to in-house management can be challenging but can also lead to cost savings and greater control over the properties.Implementing property management software requires a learning curve, but it allows for better financial management and streamlining of processes.Hiring and managing employees can be rewarding but also comes with its own set of challenges, such as payroll, benefits, and team dynamics.In the current real estate market, patience is key as prices remain high and interest rates are increasing. Opportunities may arise as distressed owners look to sell.Real estate is a long-term game, and success comes from operating properties well and focusing on providing quality housing for residents.Connect with Lee Yoder:lee@threefoldrei.comhttps://threefoldrei.com/linkedin.com/in/lee-yoder-25793215a

Whitney Elkins-Hutten of PassiveInvesting.com interviews the founder of Streamline Capital Group, Brian Briscoe, to share how he accomplished his recent acquisition, the 43-unit Eleanor Rigby Apartments in Salt Lake City, UT. This stunning 43-unit apartment complex, built in 1929 and boasting a complete renovation, was originally listed for a cool $12 million; through strategic negotiation and market timing, Brian secured the property for a steal at $10.1 million. Perhaps even more impressive than the purchase price is the financing Briscoe secured; by assuming the existing loan, he landed an unbelievable 3.1% interest rate – a true game-changer in today's rising rate environment. Brian isn't interested in flipping this property for a quick buck; he has a vision for a long-term hold with a 20-year horizon. His challenges and triumphs in acquiring this property are a great real estate rollercoaster ride you don't want to miss. With a sound acquisition strategy, a long-term vision, and a focus on investor returns, Brian Briscoe's acquisition of Eleanor Rigby Apartments is a masterclass in multifamily investing. So, join Brian Briscoe today as he reveals how a savvy and strategic investor navigates the field of real estate investing.

Whitney Elkins-Hutten of PassiveInvesting.com interviews the owner of Ridgeview Property Group, Ben Michel, about the 71-unit The Morada in Crystal, Minnesota. The property had boasted new windows, roofs, and boilers, but these hidden gems weren't translating to rent premiums; like a diamond in the rough, Ben saw an opportunity to unlock the true value of the property. He navigated the tricky market to secure financing, leveraging network and expertise to land a competitive loan. By building strong relationships with investors and a dedicated property management team, Ben was able to raise the capital needed to bring The Morada to life. Today, this acquisition is a thriving community, attracting tenants with its modern upgrades and efficient operations. The Morada is more than just a property deal; it's a testament to the power of vision, collaboration, and strategic execution. Join Ben Michel and discover the story behind the rise of Morada Apartments, where modern luxury meets convenience in the heart of Crystal, Minnesota.

ABOUT TILDEN MOSCHETTITilden Moschetti is a commercial real estate and syndication attorney for the Moschetti Law Group. He holds an MBA in addition to a law degree, is a Certified Commercial Investment Member, and has advanced financial analysis training that allows him to offer clients a clear view on the economic decisions they are making.  Tilden has served exclusively as legal counsel to securities and Reg D syndication clients for the last nine years. He's been a real estate attorney for nineteen years of law practice and brokered and consulted on hundreds of thousands of square feet of commercial real estate. He's also an active Reg D syndicator. He also has the extensive, hands-on syndication experience to lean into.      THIS TOPIC IN A NUTSHELL: Tilden's Journey from Attorney to SyndicatorReal estate Litigation Partnership and first real estate deal How Litigation Skills Help in SyndicationFinding and Underwriting DealsTypes of Deals they have doneAbout the Medical Office Deal What are their baseline criteria for their target market? Metrics of this deal and how they found itWhat do they like about this deal?Project plan, hold time, and Exit planTarget Returns and ways to improve the NOIFinancing and Raising CapitalWhy this Deal is SuccessfulConnect with Tilden   KEY QUOTE:  “Focusing on the story of the deal and telling investors that we're going to make this a very safe deal for them. Investors will trust you more for it because you did exactly what you were going to do.”    SUMMARY OF BUSINESS: Moschetti Syndication Law Group – the firm specializes in providing expert legal guidance for raising capital through Regulation D. Our services cater to various sectors, including real estate, entrepreneurs, crypto-businesses, and private equity. We pride ourselves on preparing customized, attorney-drafted private placement memorandums, operating agreements, and subscription agreements. Our primary focus is to ensure compliance with Regulation D, allowing you to navigate the capital raising process confidently and successfully.  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #RealEstateWealth #RealEstateInvesting #MultiFamily #AssetManagement #TargetReturns #SyndicationAttorney #Syndicator #Investors #CommercialRealEstate #RaisingCapital #RegulationD #SecuritiesAttorney #Entrepreneur #SyndicationCoach #LegalExperts #PrivatePlacementMemorandums #LitigationSkills #NegotiationSkills #Underwriting #MedicalOfficeDeal #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork   CONNECT WITH TILDEN:Website:  https://www.moschettilaw.com Facebook: https://www.facebook.com/syndication.attorneys Instagram: https://www.instagram.com/moschettilaw YouTube: https://www.youtube.com/@syndicationattorney       CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

C-Roc welcomes Buck Joffrey, a former board-certified surgeon turned real estate entrepreneur, bestselling author, and podcaster. Buck shares his incredible journey from the operating room to building a multimillion-dollar real estate empire and helping high-paid professionals manage their wealth through his podcast, Wealth Formula, and his Wealth Formula Investor Club. During their engaging conversation, Buck reveals the pivotal moments and lessons that shaped his career, including his transformative experience with Robert Kiyosaki's books, his transition from medicine to business, and the importance of having multiple streams of income. He also discusses his philosophy on risk management, diversification, and the power of manifestation. Listeners will gain valuable insights into Buck's approach to syndication, the significance of partnering with experts, and his latest passion for the longevity space. Buck's story is a testament to the impact of curiosity, resilience, and strategic thinking in achieving financial success and personal fulfillment. Tune in to be inspired and learn actionable strategies to elevate your journey. Don't forget to subscribe, rate, and review the What Are You Made Of? Show, and follow C-Roc on Instagram for more great content! Website - https://www.wealthformula.com/ Social Media Links/Handles: https://www.facebook.com/wealthformulapodcast https://www.instagram.com/wealth.formula https://www.linkedin.com/company/wealth-formula-podcast https://x.com/_wealthformula

Welcome back to The Fully Funded Show! This week, we're joined by real estate syndicator Tory Sheffer, who shares his incredible journey from being a real estate agent to becoming a successful multifamily investor. Tory reveals his strategies for identifying high-return suburban properties, the importance of efficient markets, and how to build a reliable LP base using social media. Whether you're a seasoned investor or just starting, Tory's insights will help you navigate the complex world of real estate syndication. Don't miss this episode!Key Points From The Episode:1. Tory Sheffer discusses his transition from a real estate agent to a multifamily syndicator, emphasizing the importance of building equity over earning commissions.2. Tory explains his preference for investing in suburban multifamily properties, citing their inefficiencies and potential for significant value add.3. The episode highlights the necessity of raising capital, with Tory sharing how he uses Twitter and LinkedIn to build and engage his LP base.4. Tory provides a detailed breakdown of syndicator compensation, focusing on the long-term benefits of selling properties to achieve liquidity.Contact The Guest:Website: https://sheffercapital.com/blog/the-capital-stack-newsletter-1/LinkedIn: https://www.linkedin.com/in/torysheffer/Twitter: https://x.com/ToryJSheffer?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorFollow Us On Social Media:LinkedIn: @thefullyfundedshowFacebook:  @thefullyfundedshowWebsite: www.Fullyfunded.capital

Is it possible to achieve true happiness and abundance in real estate investing?Let us all be inspired by Dan Zitofsky's story and his decades of experience! Dan shares his insights on finding opportunities in the current market condition, the importance of building connections with the right people in the industry, and a motivating story that everyone should hear. Dive in to learn more!Key Points & Relevant TopicsDan's extensive background in real estate and his current focus on seller financing and turnkey rentalsWhat does a transactional mindset mean for Dan?The kind of people in real estate you need to be surrounded withDan's approach to getting opportunities and providing value in times when the interest rate is highEmerging and opportunistic marketsOptions for high-income professionals to attain financial stability and build legacy wealth in real estatePrioritizing relationships with people over chasing moneyResources & LinksPassive to Prosperous by Dan ZitofskyTo sign up for Dan's FREE Seller Financing Cheat Sheet, go to https://www.passivewealthacademy.com/sellerfinancing. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Dan ZitofskyReal Estate Mogul! Dan is a Real Estate Investor, Syndicator, and Passive Wealth and Private Money Educator, with an incredible journey from $400 to over $300 million in Properties's and seller financed notes.  Best-Selling Author! He's not just a Real Estate Coach and speaker - Dan is also an International Best-Selling Author of his life changing book, Passive to Prosperous. A Diverse Portfolio! From Single Family Rentals in Emerging Markets, Over 400 seller financed notes as the Bank with almost zero debt to his name. Dan's expertise knows no bounds! A Heart of Gold! But what truly sets Dan apart is his passion for philanthropy, reaching people around the world and helping them live fulfilled lives full of positivity and purpose. Get in Touch with DanWebsite: http://www.zitofskycapitalmanagement.com/ YouTube: Dan Zitofsky - Zitofsky Capital ManagementFacebook: Dan ZitofskyFacebook Group: Become A Real Estate Investor With Dan ZitofskyInstagram: @danzitofskyTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Join us as we delve into Eric Upchurch's remarkable journey from Army Special Ops to becoming a leading figure in commercial real estate syndication. With over $150 million in assets under management, Eric discusses his strategies, challenges, and successes in servicing Active Duty, Veterans, and Families through his Reg A fund. Don't miss this insightful episode of the Hero Capital Raising Show.Key Takeaways to Listen ForReal Estate Profitability Principle: Eric stresses making money from real estate, not investors directly.Eric's Background: Army veteran turned real estate investor with diverse experience.ADPI Co-founder: Eric is dedicated to educating the military community about real estate investing through ADPI.Reg A Fund Launch: ADPI recently launched a Reg A fund for inclusive investing.Connector Role: Eric connects deals with investors, leveraging his network and experience.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 MaiConnect with UsTo learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/.To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.

Today, David Holman shares the key to his decade of success in the commercial and residential space, from being a passive investor, active investor, and syndicator. Dave gives excellent advice on making investors feel secure about investing with you as a syndicator, his definition of a good deal in a dynamic market, and the value of protecting investors' capital in building your credibility. Key Points & Relevant TopicsDave's entrepreneurial spirit, approach to doing MBA, and path to real estate investingWhy Dave decided to invest in his first deal as a passive investorDave's approach to financing and management as an active investorThe importance of working with a reputable buyer agentOvercoming self-doubt in trying different things in real estate  Dave's perspectives on choosing the right syndicator to work withWhat is considered a good deal in today's marketThe mindset that contributed to Dave's success in real estateProtecting your reputation and credibility as a syndicatorResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout David HolmanDave Holman believes in doing well by doing good. With over a decade of experience, Dave is a triple threat; commercial broker, syndicator/investor, and co-owner of Katahdin Property Management.  Dave grew up in Maine and attended Carleton College in Minnesota, focusing on Latin American Studies and Environment and Technology Studies. His first investment took place right out of college when he co-founded a multi-lingual retail chain in Bolivia, The Spitting Llama Bookstore and Outfitter. After earning his MBA and spending 9 years in non-profit leadership and fundraising, Dave dove into real estate investing to make the world a healthier and happier place.  Dave manages over 350 commercial and residential units in Maine, most of which he owns or co-owns. Dave specializes in driving NOI through energy efficiency and creative solutions with refugee and immigrant tenants. Outside of real estate, Dave loves running, hiking, travel, and wrote 3 books: Youth Rewinding the Countryside, Coffee Smuggler, and Cyber Fire.  Get in Touch with DavidWebsite: https://www.holmanhomes.com/ / https://www.holmangrouprealty.com/ / https://www.katahdinmanagement.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

As the market keeps changing, many investors and people from the investing side of real estate are discovering alternative niches that sustain the undeniable benefits of passive investing. So, in this episode, Alex Kholodenko joins us to share how he's navigating different investment strategies, unlocking opportunities, and minimizing risks for the long-term game. Alex will give us an idea about the alternative assets worth considering in the current economy, downside protection, and the mindset it requires to keep going despite challenges. Key Points & Relevant TopicsWhat Alex did realize that led him to real estate investingThe importance of exploring different investment strategies based on the market situationThe changes in Alex's career as an engineer when he entered the world of entrepreneurshipAlex's perspectives on the current market situation from different asset classesIdentifying opportunities and mitigating risks in today's marketWhat makes alternative assets such as medical offices and ATMs performHow does Alex prepare to capitalize from distressed opportunities in the marketAlex's preferred markets and current focus in real estateHaving the right mindset in handling setbacks in the investing spaceResources & LinksThink and Grow Rich by Napoleon HillApartment Syndication Due Diligence Checklist for Passive InvestorAbout Alex KholodenkoAlex is a Co-Founder of Wealthy Mind Investments and has been actively involved in $2B+ of Commercial Real Estate transactions. He is a Fund Manager, General Partner, Syndicator, and Passive Investor in over 60 investments.  After investing in the stock market for many years and building a large portfolio. He started investing in single-family homes, tax deeds, mortgages, and fix and flips, then quickly realized it was taking too much time, a substantial amount of risk, and not a scalable way to build a diversified portfolio. He had discovered through studying and research the power of passive investing in syndications and never looked back since then. He spent 20+ years in Silicon Valley, working as a Tech Executive for Fortune 500 and startup companies, before leaving corporate America. His fascination with the concept of creating passive income streams to achieve financial freedom turned into a reality, so now he wants to help others do the same. At  Wealthy Mind Investments, Alex oversees Deal Structuring, Due Diligence process, Investor Relations, and Strategic Partnerships. Alex also enjoys investing in early-stage ventures and other alternative niches. He is an avid sports fan, and world traveler as well as into constant and never-ending improvement while continuing Personal Development journey such as Tony Robbins, Bob Proctor, and Joe Dispenza. He volunteers his time to feed the homeless and support cancer research. He lives in the Golden State on the Peninsula with his family and 2 sons. Get in Touch with AlexWebsite: https://www.wealthymindinvestments.com/ Facebook: Alexander KholodenkoLinkedIn: Alexander (Alex) KholodenkoTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Vinney shares his insights on real estate investing, stock market strategies, and raising capital from accredited investors. 

Amanda Han and Mauricio Rauld are Brandon's personal CPA and attorney, respectively. They both work with real estate investors of all stripes to help them avoid taxes (legally) and protect their assets.In this episode, they speak directly to 6 different types of investors ranging from newbie to syndicator – and break down how each type of investor should approach their tax strategy, entity formation, insurance, estate planning, and more.Amanda and Mauricio also talk about: - LLCs: how, when, and where you should form them- How to avoid a nasty surprise tax bill (common LLC mistake)- What accelerated depreciation is and how to use it to supercharge your returns- How to know when it's time to bring in a CPA or attorney- When to consider an S Corp structure- How flippers can minimize their liability- Whether your rental properties need to be in separate LLC's- What real estate professional status can do for you- What Mauricio learned from a near-death experience- How they run their businesses and the habits that let them live a BetterLife- And much more!Books Mentioned:- Atomic Habits by James Clear- The 4-Hour Workweek by Tim Ferriss- Legal Strategies for Everyone by Mauricio Rauld- The Book on Tax Strategies for the Savvy Real Estate Investor by Amanda Han and Matthew MacFarland- Rich Dad, Poor Dad by Robert Kiyosaki- Traction by Gino Wickman- Buy Back Your Time by Dan MartellConnect with Amanda: Book: https://www.amazon.com/Book-Strategies-Savvy-Estate-Investor/dp/0990711765Website: https://keystonecpa.comInstagram: https://www.instagram.com/amanda_han_cpaTikTok: https://www.tiktok.com/@amandahancpaConnect with Mauricio:Book: https://www.amazon.com/Legal-Strategies-Everyone-Maximizing-Protecting/dp/B0CVKWWLQ5Website: https://www.premierlawgroup.net/Instagram: https://www.instagram.com/mauriciorauld/?hl=enTikTok: https://www.tiktok.com/@mauriciorauldConnect with us!Website: https://abetterlife.com/Instagram: https://www.instagram.com/betterlife/?hl=enhttps://www.instagram.com/beardybrandonMauricio's charitable cause (100% of ad revenue goes here):- Tim Tebow Foundation https://timtebowfoundation.orgAmanda's charitable cause- Animals for Armed Forces, her nonprofit which covers the cost of pet adoption for veteran families https://www.animalsforarmedforces.org/Show Sponsor:- The BetterLife REI Summit May 3-5 in Denver, CO. The most actionable “how to” real estate event for new and experienced investors. Grab your tickets here: https://reisummit2024.com/Interested in building wealth without losing your soul? Join the BetterLife Tribe here: https://join.abetterlife.com/tribe

Whether you're new to commercial real estate or looking to diversify your investment portfolio, Ben Kogut's insights into triple net investments provide a valuable perspective on achieving stable, passive income. Join us in exploring how to navigate the opportunities and challenges in the commercial real estate market with proven strategies and innovative approaches.     Key takeaways to listen for: Retail investments profitability: Malls vs. Shopping centers What you need to know about triple net leases for retail spaces A strategic approach for successful real estate syndication The role of third-party management in handling property operations Market outlook in commercial real estate space for 2024      Resources: Mission Matters by Adam Torres and Benjamin Kogut | Paperback     About Ben Kogut Ben Kogut, based in Austin, TX, has been involved in commercial real estate since 2005. For the past five years, he has been a partner in a mid-sized syndication firm specializing in acquiring retail, medical, and industrial properties. He raised $110M+ in the last five years. As of July 2023, he started a new company focused on raising private equity capital for CRE assets and as a fund-of-funds model.     Connect with Ben Website: Rooster – Equity Partners Instagram: @benkogut LinkedIn: Benjamin Kogut     CONNECT WITH US Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!     Follow Our Social Media Pages Facebook: Great Venture Capital LinkedIn: Great Venture Capital Connect on LinkedIn: Justin Dixon Email: Justin@GreatVentureCapital.com

Are you well-informed about the legalities and risks of syndicating deals and raising money? In this episode, Tilden Moschetti generously shares his expertise in the syndication space and its complexity, the legal steps you should know from acquiring to structuring and operating deals, capital raising, fund of funds, and more.So, whether you're an active syndicator or someone planning to enter the syndication world and looking for an extensive guide, this conversation will help you learn about leveraging investors' capital and equity!Key Points & Relevant TopicsTilden's law background and the start of his real estate journey through syndicationHow Tilden made his first deal successful despite the challenges of being a new syndicator and capital raiserFinding the right deal to invest in, winning your investors' trust, structuring a deal and its legal frameworkWays to identify investors' motivation for investing in syndicationAdvice on how to succeed in the syndication spaceThings that set efficient syndication/security attorneys apart from others practicing the same law in real estateTypical investor questions attorneys are receiving from syndicatorsThe two biggest mistakes syndicators make in a dealWhat happens if a syndicator or deal does not have a PPM?Risks involved in the fund of funds model and finders feeTilden's perspective on the current market trends and the evolution of AIResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Tilden Moschetti, CCIM, Esq. Tilden Moschetti, Esq. is a syndication attorney that focuses exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity funds. Tilden is a highly regarded expert in syndication as an attorney, a syndication coach, General Counsel to two private equity funds, and an active syndicator himself. He has been featured on NPR, NBC News, People Magazine, the National Law Journal, the San Francisco Chronicle, and the Los Angeles Business Journal. A fundamental difference between Tilden and other attorneys is that Tilden came to the practice of syndication law as a syndicator of his own deals first. Tilden's practice as a real estate attorney changed gears when a partner showed him a deal and asked him if they could syndicate that deal together. Both investors and Tilden made a great return, so he kept syndicating. As his successes grew doing deals, 9 years ago he refocused his firm away from real estate law, to syndication law exclusively. Get in Touch with TildenWebsite: https://www.moschettilaw.com/ YouTube: Moschetti Syndication Law PLLCTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Dive into the world of commercial real estate (CRE) investment with a game-changing episode of "Commercially Speaking." Join Bo Barron, CCIM, as he shares his enlightening journey from being a broker to becoming an owner and investor in CRE, all thanks to the power of syndication deals. In this episode, the spotlight shines on Gene Trowbridge, a seasoned expert in syndication, who joins Bo and Timmy Barron, ADHD, to demystify the process of pooling resources for CRE investments. What You'll Learn: Syndication Explained: Understand the fundamentals of syndication deals and how they can be the key to unlocking your CRE investment journey. Gene Trowbridge's Insights: Get step-by-step guidance from Gene, whose workshop opened new doors for Bo. Discover the strategies, legal considerations, and best practices for successful syndication. From Clueless to Confident: This episode is tailored for the aspiring investor who's puzzled about financing large-scale deals. Learn how syndication can bridge the gap between your investment dreams and reality. Timmy's Journey: Follow along as Timmy asks the "stupid questions" we all want answers to, making complex concepts accessible and understandable for everyone. Bo and Gene not only outline the "how-tos" of syndication but also share personal anecdotes and insights, making this complex topic approachable and exciting. Whether you're a seasoned broker, an aspiring investor, or simply curious about the mechanics of CRE syndication, this episode offers invaluable lessons and inspiration. Tune in to "Commercially Speaking" and take your first step towards becoming a savvy CRE investor. Don't miss the chance to transform your understanding of CRE investments and discover the financial strategies that can make large-scale investments attainable. CONNECT WITH GENE TROWBRIDGE: YOUTUBE: https://www.youtube.com/channel/UClKK5l9ng1bkW-ihHufDgGA/videos WEBSITE: https://tnllp.com/ GET A FREE COPY OF HIS BOOK “A WHOLE NEW BUSINESS” : https://tnllp.com/product/its-a-whole-new-business-fourth-edition/ WATCH BO AS A GUEST ON GENE'S PODCAST TNLTALKS: https://www.youtube.com/watch?v=YdrA6dHIeFA ⏰Time Code⏰ 00:00 - Start 03:02 - How It All Started For Gene 05:53 - Gene's Life As A Syndicator 07:17 - Syndicator to Attorney 09:13 - How Do You Do Your 1st Syndication Deal? 12:32 - The Securities Law 13:39 - The Potential Consequences Of Cutting Corners 18:45 - Doing Your 1st Syndication Deal Step By Step 19:31 - 1. Continuity (Find A Partner With More Experience Than You and Get The 1st Deal Done!) 21:45 - 2. Developing Your Database Of Investors 22:16 - 3. Focus On A Specific Property 22:35 - 4. Your 1st Raise $1,000,000 or Less 22:52 - 5/6. Hire Professional Advisors/Structure Deal To Get Paid As Investors Get Paid 23:13 - 7/8/9. Don't Count On Other's To Raise Money For You/Don't Count On Others To Communicate With The Investors/Run Your Syndication As A Business 24:14 - The F Word (Fraud With a Capital F) 26:24 - What Type Of Professionals Should I Hire On The First Deal? 30:19 - Pop Quiz

In this episode, Tudor Francu, M.D., shares his expertise and wisdom as an immigrant with a medical degree turned multimillion-dollar multifamily investor. Discover how Tudor transitioned from single-family investments to leading multifamily syndications and the advantages of being a general partner (GP). Tap on the play button now to learn more!     Key takeaways to listen for: Tudor's transition from single-family homes to multifamily investments Advantages of being in a collaborative multifamily investing environment Valuable insights on the responsibilities of a general partner (GP)  Why it's crucial to have an asset management team in multifamily investing Pros of starting your investment journey as early as possible     Resources: Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback Rich Dad's Guide to Investing by Robert T. Kiyosaki | Kindle and Paperback The Compound Effect by Darren Hardy | Kindle, Paperback, and Hardcover     About Tudor Francu, M.D. Tudor Francu, M.D. boasts over 15 years of experience as a successful real estate investor. Managing over 30 single-family rental properties in Baltimore and overseeing multifamily buildings, he's proven his versatility and ability to handle diverse investments. His strategic passive investments in over 5000 units across Texas reflect his keen eye for lucrative opportunities.   Beyond real estate, Tudor is a dynamic entrepreneur who has built two medical service companies focused on patient satisfaction. His strength lies in delegating and managing staff across different sites, while his active engagement with fellow medical professionals has fostered a community for sharing knowledge and expertise.      Connect with Tudor Website: Stellar Multifamily Enterprise Facebook: Stellar Multifamily Enterprise  YouTube: Stellar Multifamily Enterprise Instagram: @stellarmultifamily LinkedIn: Tudor Francu, MD, DipWSET     CONNECT WITH US Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!     Follow Our Social Media Pages Facebook: Great Venture Capital LinkedIn: Great Venture Capital Connect on LinkedIn: Justin Dixon Email: Justin@GreatVentureCapital.com

Whitney Elkins-Hutten of PassiveInvesting.com interviews Ben Fraser. Ben is the Chief Investment Officer at Aspen Funds, and he unravels the story behind the acquisition of a 200-unit property in Overland Park, Kansas. From navigating loan assumptions to raising capital during the holiday season, discover the strategic decisions and partnership dynamics that propelled this deal to success. Gain valuable insights into due diligence, financial structuring, and overcoming unexpected challenges. Whether you're a seasoned investor or new to multifamily real estate, this episode offers a wealth of knowledge and inspiration for your investment journey.

Reed shares his two cents on the dilemmas of capital raising and what the right mindset needs to be.   On the full episode we discussed: From Triplex to 4500 units Scaling was not possible by himself  Learning from Australia about real estate Networking here in USA is like other countries but on steroids Experiences working with WildHorn Capital then building his own brand Scaling and Management of People Marketing via exposure including books and podcasts Building credibility by telling stories Scaling from retail investors to family offices  War Stories How big do you want to grow it? Find Reed at reedgoossens.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

I'm not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.When you purchase an item, launch a campaign or invest after clicking a link here, we may earn a commission. Engage to support our work.Devin: What is your superpower?Joel: That's a loaded question, but my ability and desire to help the next generation, if you will, behind me and train them on what needs to be done to shorten the learning cycle toward their success.Wall Street Capital Partners, a big real estate developer in Northern Virginia, is tackling a project in historic Old Town Alexandria. CEO Joel Miller joined me to discuss the project, including the unusual step of offering shares to small investors in the community.The project is interesting on many levels, including the fact that the development will replace some surface parking where the project will be built with multi-use structures that include affordable housing, market-rate housing, retail and high-tech parking.The project, six blocks from both the waterfront and the DC Metro, is conveniently located in a prime–read that expensive–location.“We're having a percentage of units affordable, which is something people kept scratching their heads on and were blown away by, especially,” Joel says. “Folks in the city and other investors–they're like, ‘How are you going to do that?' But we found a way to get it done.”The parking system uses automation to park the cars for tenants who use an app or fob to retrieve their vehicles, receiving them almost as if from a vending machine.The $48 million project doesn't require funding from the public or the local community, Joel says. Opening investment to the community is part of a strategy for allowing the community to participate directly in the economic benefits of the project. It also grows out of Joel's superpower–mentoring. This decision gives rising developers an inside look at the business of real estate development.To make the shares available, Joel is using Small Change, a FINRA-member regulated investment crowdfunding portal led by Eve Picker. “Eve is outstanding,” he says. “She's great to work with. She knows her stuff. She really gets the job done.”AI Episode Summary1. Devin Thorpe, the host, introduces Joel Miller, CEO and founder of Wall Street Capital Partners, during the "Superpowers for Good" show.2. Wall Street Capital Partners is a development firm in the Northern Virginia area, originally branching out from its sister company, Wall Street Capital Advisors.3. The company has a history of providing debt and equity for various commercial projects, including office, multifamily, and retail, and is now also engaged in development.4. They are working on a unique project called Old King Henry in Alexandria, Virginia—a historic district with limited supply and affordability issues where development is challenging due to restrictions.5. The Old King Henry project involves redeveloping surface parking into multifamily housing over retail, located conveniently near the waterfront and metro.6. The project provides a percentage of affordable housing units, which is unusual and challenging to achieve in Old Town Alexandria but was important to the developers.7. A mechanical parking system is utilized in the project, which allows for efficiency by reducing the need for deep underground or large above-ground parking structures. Cars are parked and retrieved by the system, reducing space requirements.8. Part of the project includes townhomes with private balconies, and Joel emphasizes the opportunity for minority visibility in the retail spaces.9. Joel's partner has an extensive background, having developed over 15,000 units of multifamily housing, with the Lumen in Tysons Corner being a notable example of past successful projects.10. The capital raise for Old King Henry through the platform Small Change is highlighted, demonstrating Joel's commitment to community involvement and allowing people to invest in the project for as little as $1,000.Develop your mentoring skills by sharing this post to help others learn from it.How to Develop Mentoring As a SuperpowerHelping the next generation of real estate professionals is a genuine passion for Joel. One of the ways he does this is with his podcast, Mornings with Joel. He shared the story of the podcast came to be:I was the capital markets instructor for an organization called REAP–this is an organization that exposes minorities and others to the basics of commercial real estate and all the different paths that they could take as it relates to generating their wealth. One of the questions that always came up was, “I want to learn more. I want to talk more. But we often get these CEOs that come to talk to us and I can never reach them after the event. So, is there any way we can reach you after the event?”And so what we started doing was we started having our staff meetings and letting those people listen in on the staff meetings where they can, in essence, look over our shoulder and see on a regular day-to-day basis how we get deals done, how do we structure, what are the challenges, what's this, what's that, how do we price them and how do we do all those things. And then that grew to, well, I'm not just interested in capital markets, I'm interested in this [other topic].It was like, “Do you know anybody that does XYZ?” It was like, “Yeah, I do. So why don't I invite that person to our staff meeting and you could call in and listen to our conversation?” It grew to the point where it was like, “Wait a minute, that's a podcast!” People wanting to see and learn from others. So, we opened up our Rolodex, and we said, “Hey, I know slews of people in top-level positions in commercial real estate. Why don't I do a show with them? No charge, no fee, no nothing. Just let people come and learn from the masters in commercial real estate.”So we started doing that. It's been very successful–the Mornings with Joel podcast. We did that specifically to help people, the next generation behind us, really learn what it's all about to get into this commercial real estate space.He describes his decision to open this round of funding on the project to his passion for helping the next generation. “We wanted to be able to work with people in the community, other minorities that are trying to get started in the commercial real estate space and give a hand back and say, ‘Hey, if you got a thousand bucks, you can get in this deal, look over our shoulder and see how it all works from the inside out and learn that business,'” he says.You can develop your mentoring ability by following Joel's example. With practice, you can make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileGuest-Provided ProfileJoel Miller  (he/him):CEO / Managing Partner, Wall Street Capital PartnersAbout Wall Street Capital Partners: Wall Street Capital Partners is a Real Estate Developer, Investor, and Syndicator and lender of Debt and Equity for the Commercial Real Estate markets. Website: wallstreetcapitalpartners.netX/Twitter Handle: @WallStCapitalOther URL: smallchange.co/projects/the-King-HenryBiographical Information: Joel Miller serves as CEO of Wall Street Capital Partners (Advisors), a Real Estate Syndication firm based out of Atlanta, GA, which specializes in sourcing and arranging debt and equity for acquisitions, development and recapitalization of Commercial Real Estate. The firm also invests in its own acquisition and development projects as a GP investor. The current pipeline includes over 1,100 Multifamily units, primarily in Atlanta and the mid-Atlantic region.Joel Miller has also been responsible for the intrinsic planning of site development for the execution of conservation strategies. He formerly served as head of Private Equity Fund Management & Investor relations related to Real Estate tax mitigation strategies forCambridge Capital Partners (CCP). A boutique international investment bank focused on tax mitigation, capital markets, conservation easement strategies, and management advisory services. CCP was built on a platform of delivering tax efficiency with global business solutions. CCP's clients include numerous banks, investors, and Fortune 500 companies throughout the Americas and Europe.Mr. Miller began his career in New York City at U.S. Trust Co. After strengthening his acumen under some of Wall Street's most influential financial strategists, he founded what would become Wall Street Capital Funding. Under the tutelage of Prudential Securitiesexecutives, at 28, he became one of the youngest CEO mortgage bankers in the history of the United States. The firm was ranked as one of the Top 10 Most Dependable Mortgage Companies in the SE.Mr. Miller has served as strategic adviser to one of the nation's top ten wholesale mortgage banks and has served as a consultant on financial institution mergers. He has served as an adjunct Professor of Economics at the Clayton State University - Management School of Business. In late 2008, he received the privilege of being a tertiary adviser to President Barack Obama's Transition Team on the topics of housing & the economy related to the residential Real Estate crisis of 2008. The Atlanta Business Journal named Mr. Miller one of the Top 40 under 40. He was also the host and producer of the "Mortgage Minute" and "The JoelMiller Show" on Business Radio 1160AM The CFO, as well as a regular contributor to CNBC.Currently, he also produces and hosts the Mornings w/ Joel Commercial Real Estate Podcast, which interviews and highlights the achievements of minorities in the CRE space.He also teaches the Capital Markets class for Project REAP. This fulfilled a commitment he made to stay accessible and to open his "Rolodex" to expose and encouragethe next generation of CRE minorities to opportunities in the CRE space.Joel lives in Atlanta, has been married over 30 years, and has two sons. He enjoys worldwide travel, swimming and spending his free time researching and sampling fine wines for hiscellar.Linkedin: linkedin.com/in/joelamiller/Upcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.* SuperCrowdBaltimore, March 21, 2024: This in-person event at the B&O Rail Museum features some of Baltimore's prominent citizens and community leaders. Use the discount code “SuperCrowd” to save 30 percent!* Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on March 26, 2024, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. Everyone is welcome to join the free events.* SuperCrowdHour, March 27, 2024 at 1:00 Eastern. Devin Thorpe will explain the three surprising reasons impact investors should seek to make money from impact investing.* Superpowers for Good - Kinect Capital Live Pitch, March 28 at 9 PM Eastern/6 PM Pacific: Four companies currently raising via crowdfunding will pitch their offerings live via the Superpowers for Good streaming television show on e360tv. Kinect Capital will host the pitch. Applications to pitch are open now through March 8! * SuperCrowd24, April 17-18: This two-day virtual event is our biggest of the year. Don't miss it. Use the discount code “SuperCrowd” to save 50 percent.* SuperCrowdChicago, June 12, 2024. Save the date! More information is coming soon!* Recently, we created an AI GPT to help you learn more about The Super Crowd, Inc., a public benefit corporation, and our upcoming events. Click here to try it.SuperCrowd Community Event Calendar* Successful Funding with Karl Dakin, Tuesdays at 10:00 AM ET * Crowdfunding to Bankability, CAMEO/Crowdfund Better, March 12, 11AM PT* Digital Peacebuilding Expo, March 13, 12-5 PM, Washington, DC, hybrid* Crowdfunding Professional Association Webinar Series - March 13, 2:00 PM ET* AMIBA's “Community Investment Funds,” March 14, 2:00 PM ET* Investment Crowdfunding Demystified, Crowdfund Better, April 23 at 2:00 PM ET* Move Your Money Month, April 2024, American Independent Business AllianceIf you would like to submit an event for us to share with the 4,000+ members of the SuperCrowd, click here. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

In this episode of The Real Estate Syndication Show, host Whitney Sewell welcomes back guest Mauricio Rauld to discuss critical considerations for syndicators regarding entity formation, asset protection, and estate planning.This episode is specifically tailored for real estate operators and syndicators and explores common mistakes they make when structuring their businesses.Key takeaways:Understand the intricacies of LLCs and separate investor classes: Learn about the different LLC structures and the importance of creating separate classes for your investors. This ensures clear ownership and voting rights for each group.Distinguish between manager and owner roles: Grasp the crucial separation between the entity managing daily operations and the entity holding your carried interest. This distinction is vital for asset protection and mitigating potential legal liabilities.Develop a comprehensive estate plan: Implement a solid estate plan to safeguard not only your personal assets but also the continuity of your syndication business. Mauricio offers practical advice to ensure your business and investors remain protected in case of unforeseen circumstances.Ready to take your real estate syndication to the next level? Equip yourself with the legal knowledge you need to navigate the complexities and protect your business. Grab your copy of Mauricio Rauld's book, "Legal Strategies for Everyone: The Complete Guide to Covering Your Assets, Maximizing Wealth, and Protecting Your Family".Remember, real estate syndication success goes beyond acquiring properties. Effective management and proactive protection are paramount. Thank you for joining The Real Estate Syndication Show! Like, subscribe, and share this episode with fellow investors and syndicators. Together, let's build knowledge and empower informed decision-making in the real estate market.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

I got to dive into Reed's scaling and how he raises capital amongst many other items of interest. He is a wealth of knowledge that you will enjoying hanging out with today. Some themes we covered are: From Triplex to 4500 units Scaling was not possible by himself  Learning from Australia about real estate Networking here in USA is like other countries but on steroids Experiences working with WildHorn Capital then building his own brand Scaling and Management of People Marketing via exposure including books and podcasts Building credibility by telling stories Scaling from retail investors to family offices  War Stories How big do you want to grow it? Find Reed at reedgoossens.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.   Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com  

A retired orthopedic surgeon, entrepreneur, and seasoned real estate investor, Dr. Burns brings over 25 years of experience in acquiring and developing over $730 million in real estate. As a co-founder of Presario Ventures and author of the best-selling personal finance book "Why Doctors Don't Get Rich," Dr. Burns offers unique insights into achieving financial independence and living life to the fullest. In this episode, he shares his journey from medicine to real estate, the power of mentorship, and strategies for thriving in both good and challenging market conditions. Join us for an engaging conversation filled with expert advice, market insights, and Dr. Burns' unique approach to building wealth and living a rich life.Key Takeaways to Listen ForCareer Shift: Dr. Tom Burns transitioned from medicine to real estate, demonstrating career adaptability and income diversification.Financial Independence: Emphasizes achieving financial freedom, based on over 25 years in real estate.Mentorship & Networking: Highlights the importance of learning from experienced mentors and building networks.Market Strategies: Discusses navigating market fluctuations with conservative investment strategies.Investor Relations: Focuses on strong investor relationships and diversification for business growth.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 MaiConnect with UsTo learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/.To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.

In this episode, military commander Tim Little, MBA, shares his experience, powerful insights, and efficient strategies to help you ace passive investing through real estate syndication. He'll also provide valuable perspectives on leveraging real estate knowledge in supercharging your journey to wealth-building, so tune in!     Key takeaways to listen for: Pivotal moments that led Tim to real estate  The power of learning through active participation in passive investing Key concepts for understanding real estate asset management Why you should foster adaptability when investing in real estate markets A practical approach to growing your retirement funds     Resources: Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback BiggerPockets Real Estate Podcast  Influence by Robert B. Cialdini | Kindle, Paperback, and Hardcover     About Tim Little, MBA Tim is a military, passive real estate investor, podcast host, and the founder and CEO of ZANA Investments. His passion lies in helping fellow military veterans escape the "landlord trap" and get competitive returns by providing opportunities to invest passively in apartment buildings. His real estate journey began with a duplex in 2014 and has grown to a portfolio of over $90 million.    Tim also has an MBA and has served several years as an active duty Army Officer, a Strategic Communications Consultant, and the Head of Multifamily Communications for the Dept. of Housing and Urban Development (HUD) before transitioning full-time to real estate. He is the Commander of an Army Reserve Public Affairs battalion based in San Antonio, TX.     Connect with Tim  Website: ZANA Investments Podcast: Journey to Multifamily Millions LinkedIn: Tim Little, MBA Email: tim@zanainvestments.com      CONNECT WITH US Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!     Follow Our Social Media Pages Facebook: Great Venture Capital LinkedIn: Great Venture Capital Connect on LinkedIn: Justin Dixon Email: Justin@GreatVentureCapital.com

Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. The founder and CEO of The BAM Companies, Barratt joins host Ash Patel on the Best Ever Show to discuss how his company not only weathered the high-interest-rate storm in 2023, but thrived, and is in a position to continue thriving in 2024 and beyond. In this episode, Barratt discusses why and how his company prioritizes an operational value of traditional physical value-add approach, creating a company culture that cultivates loyal team members, how his company deploys and distributes its capital, how he's finding deals today in a competitive market, and much, much more.   NOTE: He was previously on the show way back in 2018. Ivan Barratt | Real Estate Background  Founder/CEO of The BAM Companies ~7500 apartments total (sold about 2,000 so far) Based in Carmel, IN Say hi to him at BamCapital.com Sponsors: Monarch Money My1031Pros

ABOUT SHANNON ROBNETTShannon is a Real Estate Developer and Syndicator focusing on Multifamily and Industrial real estate in the greater Boise area. He has financed projects with private investors, institutional investors, family offices/wealth managers, and through raising syndication capital with limited partner investors.  Along with his team at Shannon Robnett Industries (SRI), Shannon is dedicated to sharing his expertise and delivering top-quality projects that bring in numerous passive income streams to his syndicate partners.   THIS TOPIC IN A NUTSHELL: Shannon's background and real estate journeyA family of real estate investorsGetting into Commercial Real EstateVertical Integration with Syndication and ConstructionAssets under ManagementFrom Builder to Capital RaiserHow did his construction background help in raising capital?Providing investment opportunitiesRaising capital and partnershipsHow to vet Sponsors the right wayUnderwriting fundamentals and mishapsHow do you approach a limited partner for capital calls?Handling market shifts and challengesWhat do you look for in financing options considering the current market?Safeguarding Return of CapitalHow to partner with more experienced people as a new GPConnect with Shannon   KEY QUOTE: “People don't wanna help you with financial stuff. When I realized that I wasn't asking them for help but instead I was presenting an opportunity that my resume said I had done many times. When I understood that, everything changed.”     SUMMARY OF BUSINESS: Vertical Equity is the subsidiary SRI uses to raise monies, manage investors, and payout dividends as related to the purchase and sale of our investment properties. Phoenix Commercial Construction is the licensed real estate development firm owned by SRI that we utilize as commercial builders. Executive Management Services - a property management company.    ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.        #RealEstateInvesting #Acquisition #multifamily #InvestmentClub #Syndication #Rentals #CommercialRealEstate #RealEstateDeveloper #Construction #ApartmentComplex #Syndicator #GeneralPartner #Sponsor #LimitedPartner #CapitalRaising #AssetManagement #RiskMitigation #ReturnOfCapital #InternalRateOfReturn #BuildYourResume #Idaho #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork       CONNECT WITH SHANNON ROBNETT:Websites: https://shannonrobnett.comLinkedin: https://www.linkedin.com/in/shannonrobnettInstagram: https://www.instagram.com/shannonrayrobnettFacebook: https://www.facebook.com/shannon.robnett.1Youtube: https://www.youtube.com/@ShannonRobnettPodcast: Robnett's Real Estate Run Down    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/      For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties      Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

With his nearly two decades of career in real estate, Evan Polaski joins the show to enlighten us about the pitfalls that he observed with operators and syndicators, his expertise as a limited partner in evaluating a good deal, and his sentiments on what the future of the real estate looks like.So, regardless of your role in the real estate investing business, there's a ton to take advantage of from this episode!Key Points & Relevant TopicsEvan's extensive background in real estate investing across different aspects and asset classesEvan's perspectives on the current real estate market environmentWhat should be your focus when determining a good deal? How a syndicator or operator's work ethic can impact the deals' performanceProblems with some syndicators underwriting and analyzing projected yields and returnsFactors affecting the operator's ability to run and operate a dealInsights about the future of real estate in the next two yearsEvan's current focus in real estateThe value of learning from mistakes, making better decisions, and taking actionResources & LinksBiggerPocketsApartment Syndication Due Diligence Checklist for Passive InvestorAbout Evan PolaskiEvan is the Director of Investor Relations for Axia Partners, a diversified real estate fund operator focused on recession-resilient assets.As such, he spends his days working with investors to better understand their investment goals and background. With over 16 years in real estate, he has seen all sides of real estate from acquisitions, to capital raising on the equity and debt side, to operations, and actively invests himself. Feel free to connect with Evan on Linkedin, where he shares his insights into the syndication space, where both his professional career and personal investments primarily sit.Get in Touch with EvanWebsite: https://www.axiapartners.com/ LinkedIn: Evan PolaskiEmail: evan@axiapartners.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Explore the highs and lows of property investing in this kickoff episode, where we take an in-depth look at a real estate auction. Stay tuned as we share firsthand experiences and priceless insights to prepare, secure funding, and place winning bids in the competitive real estate arena.    Topics on Today's Episode How to manage real estate financing and deal opportunities  The power of being a servant leader as an entrepreneur  Actionable steps to prepare yourself for a property auction  Key lessons from Corey's successful property auction bid Qualities an investor must have when making investment decisions    Resource/Link mentioned Chandler Compadres    Want to invest alongside the Kahuna Investments team? Save your spot in our upcoming webinar, where we discuss how you can join our Private Investor Club and get access to our deal rooms exclusively. Now's your chance to start apartment investing, so visit kahunainvestments.com/webinar to register!   Take the first step towards financial success by learning more about Kahuna Investments, and if your investment goals align with our formulas and approaches – book a short 15-minute Virtual Coffee call with us at kahunainvestments.com/coffee today!    Are you ready to experience the cash flow life? Just text “BOOK” to (480) 500-1127 to get a FREE copy of Corey's book, Copy Your Way to Success, and learn how apartment investing can change your life today!   Don't forget to download my Free Workshop Quick Start Video Series, and if you like what you have heard, please leave a review on iTunes.

Whether it's your first property or you're eyeing multifamily ventures in this evolving landscape, Jenny Gou's expertise will guide you to success. Stay tuned as she dives into the crucial aspects of real estate investment and equip yourself with invaluable insights to navigate and excel in your property ventures.     Key takeaways to listen for: Essential things you need to know before buying your first investment property  Strategic mindset shifts for going from single-family to multifamily investing  The significance of mentorship and underwriting in multifamily real estate How Vertical Street Ventures Academy assists aspiring syndicators Practical advice for making sound investment decisions in real estate      Resources: Power Shift by Daymond John and Daniel Paisner | Kindle, Paperback, and Hardcover Who Not How by Dan Sullivan | Kindle, Audiobook, and Hardcover Rise and Grind by Daymond John and Daniel Paisner | Kindle, Paperback, and Hardcover     About Jenny Gou Jenny focuses on company operations at Vertical Street Ventures and leads the VSV Multifamily Academy. Prior to VSV, she was a Sales Director at Procter & Gamble, setting national sales strategies for several billion-dollar brands and launching key initiatives across top retailers in the U.S. Her overall experience in leading teams, strategy, and project management gives her a unique ability at VSV and helping others achieve success through the VSV Academy. Jenny received a Bachelor's in Business Management at the University of Arizona and her MBA at the University of Minnesota. She currently lives in Southern California with her husband and kids.     Connect with Jenny Website: Vertical Street Ventures LinkedIn: Jenny Gou | Vertical Street Ventures Facebook: Jenny Gou  Instagram: @vertical_street_ventures     CONNECT WITH US  Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!     Follow Our Social Media Pages Facebook: Great Venture Capital LinkedIn: Great Venture Capital Connect on LinkedIn: Justin Dixon Email: Justin@GreatVentureCapital.com

Investing in real estate funds requires navigating a complex landscape. In this episode, we take a practical approach to navigating this environment with Kathy Fettke. Explore effective investment strategies, learn how to make informed decisions aligned with your goals, and gain the confidence to build a thriving real estate portfolio.KEY TAKEAWAYSDo's and don'ts of investing in real estate syndication Understanding fund creation in real estate investment Crucial factors to consider when evaluating a fund Strategies to maximize your profit in your real estate ventures RESOURCES/LINKS MENTIONEDGateway Investors: https://www.linkedin.com/company/gatewayinvestors/ The Seven Principles for Making Marriage Work by John Gottman, Ph.D., and Nan Silver: https://amzn.to/48XJA2f ABOUT KATHY FETTKEWith a passion for researching and sharing the most important facts on real estate and economics, Kathy is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR, CBS MarketWatch, and the Wall Street Journal. She is the author of the #1 best-seller, Retire Rich with Rentals, and host of two long-running RealWealth podcasts – “The Real Wealth Show” and “Real Estate News for Investors.” You'll also find her on the recently launched BiggerPockets “On the Market” podcast as one of several co-hosts. Kathy received her BA in Broadcast Communications from San Francisco State University and worked in CNN, FOX, CTV, and ABC-7 newsrooms. She's past president of American Women in Radio & Television.CONNECT WITH KATHYWebsite: RealWealth: https://realwealth.com/ | Grow Developments: https://growdevelopments.com/ Podcast: The Real Wealth Show: https://apple.co/48jYbVG | Real Estate News For Investors: https://apple.co/3tDGeSO LinkedIn: Kathy Fettke: https://www.linkedin.com/in/kathyfettke/ CONNECT WITH USSchedule a 20-min get-to-know each other call - bit.ly/3OK31kISchedule a 30-min call to learn about investing with Three Keys Investments - bit.ly/3yteWhxVisit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!If you're looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IGo deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76  Please RSS: Review, Subscribe, Share!

With over 42 years in industrial real estate, what key lessons has Joel learned about building trust and mitigating risk when the market inevitability shifts?   In this episode, veteran industrial real estate professional Joel Friedland shares his decades of wisdom, including how to build trustworthiness with investors, properly assess risk tolerance, and create win-win relationships built to last. With over 2,000 industrial real estate deals under his belt and experience across four major market cycles, Joel provides a unique historical perspective on industrial investing.    Joel has a 42 year track record in industrial real estate. He co-founded Epic/Savage Realty Partners in 1991 where he oversaw hiring and mentoring 60 industrial real estate professionals, many of whom became his partners. His group sold the firm to an international real estate company in 2014 and Joel started Brit Properties.   As an industrial real estate broker and owner, Joel has secured over 2,000 industrial property leases and sales, totaling over $250 million in acquisitions. His greatest accomplishment is maintaining valued relationships with brokers, tenants and investors spanning five decades.   He does fully syndicated deals with 0% debt, an unheard-of approach in real estate which caters to his wealthy investor base primarily concerned with conservation of principal. His experiences during the Great Recession in 2008 have informed his investment approach to be hyper-conservative while still allowing an ~8% cash return, plus upside, for his investors.   (00:01 - 00:07) Gaining Investor Trust Through Vulnerability Start by openly discussing past mistakes and failures Highlight previous market downturns and how you worked through them Ask investors insightful questions rather than selling   (00:07 - 00:13) Mitigating Downside Risk Before Issues Arise Minimize debt exposure whenever possible Conduct comprehensive due diligence on all aspects of a property   (00:13 - 00:19) Assessing Risk Tolerance in Shifting Markets Many new investors aren't prepared for decreasing tenant demand It's vital that sponsors properly gauge their own and investors' risk appetites   (00:19 - 00:25) Ensuring Alignment Through Shared Experiences Look for operators who show appropriate judgment given market conditions There are no shortcuts for experience; seek out veteran perspectives   (00:25 - 00:31) Cultivating Meaningful Relationships for the Long-Term Property investment facilitates rich personal connections Focus on win-win relationships with tenants, partners, and community Book recommendation: Who inspires Joel? : His 96-year-old business partner and friend.   Quotes:   "How do you trust somebody? They start with their vulnerability." -Joel Friedland "Keep your loved ones close and don't get into fights and wars with people. It's just not worth it." - Joel Friedland   Connect with Joel:   Website: https://britproperties.com/   Apply to Invest with Taylor at www.investwithtaylor.com   Track your wealth for free with Personal Capital, go to www.escapingwallstreet.com   Please leave a review and help others escape Wall Street and build wealth on Main Street!    

Learn how you can change your mindset about investing to make it more profitable and passive at the same time today with Shannon Robnett. Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. Shannon is a Real Estate Developer and Syndicator with a principal focus on Multifamily and Industrial real estate in the greater Boise area. He has been involved in the Boise Real Estate Market for 35+ years. He is a 2nd Generation Builder & Developer and a 4th Generation Realtor. He is involved in over $250MM in construction projects ranging from multi-family, office buildings, and municipal buildings to schools, industrial projects, and mini storage. Shannon has a history of over $140MM in successful developments and has under management over $100MM with a wide range of investors. 3 Pillars 1. Your health 2. Your network 3. Integrity Books: Never Split the Difference by Chris Voss, Can't Hurt Me by David Goggins You can connect with Shannon at www.shannonrobnett.com Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Connect with Pillars Of Wealth Creation on Facebook: www.facebook.com/PillarsofWealthCreation/ Subscribe to our email list at www.pillarsofwealthcreation.com Subscribe to our YouTube channel: www.youtube.com/c/PillarsOfWealthCreation