Podcasts about wellings capital

Most investors think preferred equity is only for "rescue deals"... But what if that's dead wrong? In my latest episode of Cashflow Connections, I sat down with Paul Moore—founder of Wellings Capital, $195M+ raised, and a two-time finalist for Michigan's Entrepreneur of the Year. He revealed how the best investors are using preferred equity not as a last resort but as a strategic weapon in today's market. We cover: Why preferred equity with a 17%+ return is still alive and thriving How “JV Hybrid Equity” is changing the capital stack game What Buffett got wrong about diversification—and how Paul fixed it Why floating-rate debt might actually be safer now than in 2022 This one is for serious investors who want to understand how capital is really moving in 2025. Take Control, Hunter Thompson Resources mentioned in the episode: Paul Moore Website Resources Previous Episodes: Speculating vs Investing The Ultimate Checklist for Self-Storage Investing   Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Here's the truth nobody talks about: investing isn't about saying “yes” to every shiny opportunity that comes your way. It's about discipline. It's about mastering the art of saying “no.” It's about boring consistency, and yes, sometimes it feels plain, but that's where real wealth is quietly built. Paul Moore's journey from rags to riches didn't just end with his financial exit. He wiped out his debt and embraced the mindset that no matter what, you never stop giving. Because giving fuels growth, relationships, and opportunity in ways money alone never can. What if saying “no” more often is actually the key to unlocking your financial freedom? Are you prepared to keep giving, even when it feels like you've given enough and things get tough? In this episode, founder of Wellings Capital Paul Moore, joins me to talk about real estate investing, how he went from rags to riches, and why the way out is to always give.   Things You'll Learn In This Episode  -Learning to say NO The most successful investors achieve their results by saying no to nearly every opportunity. How can learning to say no improve decision-making and long-term success? -The real housing crisis Many real estate developers prioritize luxury apartments, overlooking the growing demand for affordable housing. What is the impact of this unbalanced supply and demand? -Warren Buffett: rules for real estate Warren Buffett emphasizes investing in real estate with a long-term mindset, focusing on value, not hype. How can adopting a long-term, value-focused approach improve real estate investment strategy? Guest Bio Paul Moore is the Founder of Wellings Capital. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They scaled and sold the company to a publicly traded firm five years later. After a brief “retirement” in his early 30s, Paul began investing in real estate in 1999 to protect and grow his own wealth. He completed over 85 real estate investments and exits, appeared on HGTV's House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus to commercial real estate in 2011. Paul is married with four children and lives in Central Virginia. Visit https://www.wellingscapital.com/resources for more information. Find Paul's books on Amazon here To give to help save children from human trafficking go to https://aimfree.org/      About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.     Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you!

Paul Moore is the founder of Wellings Capital, a seasoned real estate investor, author, and entrepreneur. With a background that spans engineering, Fortune 500 management, and multiple successful business exits, Paul has built a reputation for turning setbacks into comebacks. He's passionate about commercial real estate, financial education, and using wealth to make a positive impact. Paul's journey from $2.5 million in debt to financial freedom—and his focus on “boring” but reliable investments—makes his story both inspiring and instructive. On this episode we talk about: Paul's unconventional journey from engineer to real estate investor The difference between speculation and true investing How a mindset of generosity helped Paul escape massive debt Why boring investments like self-storage and mobile home parks can outperform flashier options Actionable steps for getting started in commercial real estate—even with little money or experience Top 3 Takeaways Real wealth is built through steady, reliable investments—not speculation or chasing trends. Giving and building relationships can open doors to opportunities that money alone can't buy. Anyone can break into commercial real estate by finding deals and connecting with experienced operators. Notable Quotes "Investing should be boring—if it's exciting, you're probably speculating." "You can give your way out of debt. Generosity attracts opportunity." "Money only solves your money problems, but it makes solving other problems a lot easier." Connect with Paul Moore: LinkedIn: https://www.linkedin.com/in/paul-moore-3167a33/ Twitter/X: https://twitter.com/PaulMooreInvest Website: https://wellingscapital.com/resources

On this episode of the Passive Income Playbook, Pascal Wagner interviews Paul Moore, founder of Wellings Capital, to unpack one of the most misunderstood concepts in real estate investing: the capital stack. They dive deep into the distinctions between common equity, preferred equity, and mezzanine debt—breaking down how each affects risk, return, and control. Paul shares why his firm has shifted from common to preferred equity over the last five years and explains how LPs can benefit from this approach—especially in today's volatile lending environment. He also introduces a new hybrid strategy that balances preferred protections with common equity upside, and closes with key tips on how LPs can avoid fraud and conduct meaningful due diligence. Paul Moore Current role: Founder & Managing Partner, Wellings Capital Based in: Blue Ridge Mountains, Virginia Say hi to them at: https://wellingscapital.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason talks about the increase in customs revenue under Trump's policies, highlighting a significant rise from $4 billion in 2015 to $22.3 billion, though he noted it would not solve government debt issues. He predicted a likely decrease in interest rates due to the disappearance of the inflation threat, which could lead to a surge in home buyers, potentially wiping out current inventory if rates drop by half a percent. Jason emphasized the importance of focusing on fundamentals and staying in the market long-term for success, even during a "boring" time in real estate with moderate appreciation and flat rents. He also mentioned opportunities in note investing for high returns and encouraged listeners to explore this option. Then Jason and Paul Moore of  WellingsCapital.com discuss the concept of "boring investors" who focus on long-term, passive investing strategies that prioritize consistent returns and personal fulfillment over speculative trading and quick profits. They explore how successful investors like Warren Buffett demonstrate the benefits of careful, methodical investing through steady growth and avoidance of emotional decision-making, while emphasizing the importance of diversification within proven asset classes like real estate. They conclude with reflections on legacy investing and social impact, highlighting the value of disciplined, boring investment approaches that prioritize long-term happiness and meaningful contributions to society. Join the fight against human trafficking AIMFree.org #BoringInvestor #Investing #WealthBuilding #FinancialFreedom #RealEstate #Diversification #PassiveIncome #WarrenBuffett #Consistency #LongTermInvesting #AvoidFOMO (FearOfMissingOut)  #EmbraceJOMO (JoyOfMissingOut) #CharlieMunger #WellingsCapital    Key Takeaways: Jason's editorial 1:36 Aaron Russo on democracy 3:48 America's monthly customs revenues 5:18 Buying power and sensitivity 7:32 Words to live by 9:31 Note investing Paul Moore's interview 10:25 The Boring Investor 17:30 Charlie Munger & Warren Buffet- learning from our mistakes 20:25 Invest in diverse, boring assets 22:15 Sponsor: https://www.monetary-metals.com/Hartman 24:13 Shiny objects, simpletons FOMO 28:20 Imitate patterns, Not outliers 32:38 Crystal balls, patience and saying NO 36:17 Relationships and the unseen realm     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com    

In this episode, We sit down with Paul Moore, Founder at Wellings Capital, to map out his full journey—from Ford Motor Company engineer to flipping homes, to building one of the most respected names in commercial real estate. Paul opens up about the challenges of overpaying, the dangers of shiny object syndrome, and why long-term thinking beats chasing quick wins every time.We go deep into what makes an operator trustworthy, why the top 10% of deals matter most, and how Paul's team is finding value in places others overlook—like self-storage, RV parks, and mobile home communities. Paul also breaks down real deals, real risks, and how he learned to say no to bad opportunities so he could say yes to the right ones.Tune in if you're ready to think bigger, invest smarter, and build real wealth by learning from someone who's seen it all—mistakes, pivots, and all the wins in between.===Key Topics:-Paul Moore's career journey and pivot to real estate-Challenges and lessons in multifamily investing-Diversifying across commercial asset classes-Value-add strategies in self-storage and mobile home parks-Long-term mindset and avoiding costly investment mistakes===

In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Paul Moore, Founder and Managing Partner of Wellings Capital, a private equity firm specializing in recession-resistant real estate investments. With a rich background in entrepreneurship and investing, Paul shares his evolution from speculative investor to a disciplined advocate of Warren Buffett's principles, emphasizing the power of saying “no” and prioritizing long-term, stable investments. The conversation explores the importance of rigorous due diligence, operator selection, and maintaining a conservative investment strategy. Paul explains how Wellings Capital evaluates hundreds of deals to handpick only the most viable ones, ensuring a high margin of safety for investors. He also dives into undervalued asset classes such as self-storage and mobile home parks, highlighting their growing demand and often misunderstood reputation. You'll gain insight into the mechanics of private equity investing, including how Wellings structures its diversified funds, the role of trust and relationship-building with operators, and the social impact of responsible investing. Paul also shares his firm's commitment to combating human trafficking through philanthropic efforts. This episode is a must-listen for high-earning professionals looking to deploy capital wisely and anyone seeking a mindful, value-driven approach to real estate. In this episode, you will hear: The best investors say “no” to most deals The importance of discipline Mobile home parks and self-storage offer stable, recession-resistant returns Due diligence should be multi-layered and uncompromising Investing with integrity can align with creating social impact Diversified private equity funds offer reduced risk and access to top-tier operators Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Wellings Capital website - www.wellingscapital.com Wellings Capital on Facebook - www.facebook.com/wellingscapital Paul Moore's Instagram - www.instagram.com/paulmooreinvest Connect with Paul Moore on LinkedIn - www.linkedin.com/in/paul-moore-3255924 Paul Moore on X - x.com/paulmooreinvest Wellings Capital on LinkedIn - www.linkedin.com/company/wellings-capital-llc Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

There's a big difference between investing and speculating. Speculating is exciting. Investing is less exciting, but more predictable over time. Great investors like Warren Buffet, Charles Munger, Howard Marks and others, are boring investors. With the right asset classes and the right operators, Real Estate is a slow and steady, boring investment vehicle, but can also entail risk. Over the past couple years, many investors have lost money. One way to mitigate this risk is to invest with experienced fund operators who vet the operators and the opportunities for you. Paul Moore, The Boring Investor and Founder of Wellings Capital, is operating his sixth successful fund that invests across recession resistant asset classes.

In this powerful real estate investing interview, Paul Moore, author, investor, and founder of Wellings Capital, breaks down what it truly means to invest like Warren Buffett in real estate. This isn't about risky flips or speculative trends—it's about a calm, calculated, and proven approach to real estate investing that creates passive income and long-term wealth.Whether you're a doctor, a high-income professional, or just someone tired of flashy promises and want to understand how to invest in real estate the Warren Buffett way, Paul delivers. He shares his journey from losing millions to becoming a disciplined investor focused on sustainable growth and impact investing real estate.You'll also gain insight into:Why Paul calls himself the “boring investor” and how that mindset creates real financial freedom.How the difference between investing vs speculating explained his own downfall—and comeback.Why this episode is essential for those pursuing passive income for doctors, especially through real estate investing for beginners.If you're exploring investment property, real estate investing, or the Warren Buffett real estate principles in today's market, this episode provides the clarity, wisdom, and structure you need to stop chasing hype and start building real wealth.To learn more about Paul Moore, visit: https://www.wellingscapital.com/To check out Paul's authored works on Amazon, visit: https://amzn.to/3FEIejn#RealEstateInvesting #PaulMoore #PassiveIncome #BoringInvestor #CommercialRealEstate #WarrenBuffettInvesting #ImpactInvesting #RVParkInvesting #MobileHomeInvesting #RealEstateForDoctors Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdEnhance your productions through Descript (affiliate): https://get.descript.com/gaei637mutikCheck out TubeBuddy, the all-in-one platform that helps you grow and scale your YouTube channel (affiliate): https://www.tubebuddy.com/pricing?a=FinancialFreedomPodcastClick here to check out our Amazon product of the day (affiliate): https://amzn.to/3ZLseCCWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Paul Moore joins us today to talk about strategies, avoiding mistakes, and what advice he would give to those starting on their multifamily journey.---Continue the conversation with Brian on LinkedInJoin our multifamily investing community for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitanThis episode originally aired on March 21, 2025----Watch the episode on YouTube: https://www.youtube.com/channel/UCcsYmSLMxQCA9hgt_PciN3g?sub_confirmation=1 Listen to us on your favorite podcast app:Apple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Instagram: https://www.instagram.com/diary_of_an_apartment_investor Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv ----Your host, Brian Briscoe, has owned over twenty apartment complexes worth hundreds of millions of dollars and is dedicated to helping aspiring apartment investors learn how to do the same. He founded the Tribe of Titans as his platform to educate aspiring apartment investors and is continually creating new content for the subscribers and coaching clients.He is the founder of Streamline Capital based in Salt Lake City, Utah, and is probably working on closing another apartment complex in the greater SLC area. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021 after 20 years of service.Connect with him on LinkedIn----Paul MoorePaul Moore's journey to success is anything but ordinary. After starting his career at Ford Motor Company, Paul co-founded a staffing firm and became a 2x finalist for Michigan Entrepreneur of the Year. After selling the company to a publicly traded firm, Paul discovered his passion for real estate. Over the years, he has founded multiple investment and development companies, appeared on HGTV, and successfully completed over 100 commercial and residential real estate investments and exits.Today, Paul serves as the Founder of Wellings Capital, a real estate private equity firm committed to helping investors achieve consistent, above-market returns. Wellings Capital raises money and awareness to combat human trafficking and rescue its victims, aligning business success with a higher purpose.Learn more about him at: wellingscapital.com, or  Email: paul@wellingscapital.com

This episode is brought to you by HalloCasa, the SEO-ranked digital business card for real estate agents. Looking to find the right agent, no matter where you are?Visit https://home.hallocasa.com/ to discover and connect with top real estate agents globally.Explore and get started today: https://hallocasa.com/brokersIn this episode of the HalloCasa Podcast, we sit down with Paul, Managing Partner and Founder of Wellings Capital, based in Lynchburg, Virginia. With over $330 million in assets under management, Paul shares his expertise in passive commercial real estate investing, due diligence on operators, and identifying recession-resistant opportunities.We also dive into his podcast, “How to Lose Money”, his fight against human trafficking, and his most valuable business lessons from failure.

Paul Moore is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm. After beginning his career at Ford Motor Company, he co-founded a staffing firm, becoming a two-time finalist for Michigan Entrepreneur of the Year. Following its sale to a publicly traded company, Paul transitioned into real estate, launching multiple investment and development companies and completing over 100 commercial and residential deals.   A recognized industry expert, Paul has contributed to Fox Business, The Real Estate Guys Radio, and BiggerPockets, where he produces live shows, videos, and blogs. He has been featured on over 200 podcasts and co-hosted *How to Lose Money.* He is also the author of Storing Up Profits and The Perfect Investment.   In this episode, we talked to Paul about the fund structure, his book, The Perfect Investment, the ideal investor for this structure, the future of the market, and much more.   Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.   Real Estate Investment;   02:33 Paul's background; 05:42 Paul's book, The Perfect Investment 12:50 An insight into the fund structure 17:40 The ideal investor for this; 21:35 An insight into the future of the market; 24:10 Round of Insights   Announcement: Learn about our Apartment Investing Mastermind here.   Round of Insights   Apparent Failure: Making a wrong investment choice back in late 90's. Digital Resource: Slack & Voxer. Most Recommended Book: The Unsold Mindset. Daily Habit: Meditating, reading and journaling every morning. #1 Insight for thinking like an investor and not a speculator: Become an expert in the one thing you're focusing on. Best place to grab a bite in Lynchburg, VA: William & Henry.   Contact Paul: Website Check out our first interview with Paul: Episode 154   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a question about what happens when you take out a loan from your 401(k) to invest in real estate. We talk about what to consider and prioritize when buying into partnership then discuss some thoughts around managing your portfolio. We also have a short interview with our friend Paul Moore from Wellings Capital. Today's episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

This hospitalist paid off $380,000 of student loans in only 3 years! She had a goal and a plan from the moment she completed training. She poured every cent she could into her debt while living like a resident. She shared that it is not complicated but it does take determination to do something like this. As she was riding her bike to work and skipping on buying the fancy new car her coworkers thought she was a little nuts. She also took advantage of the student loan freeze and saved roughly $40K a year in interest by continuing to pay down the debt during that time. After the interview we will be talking about Target Date Funds. Many investors know about the historic returns, tax advantages, and wealth-building opportunities of commercial real estate investing, but they're confused about where to start or who to trust. Wellings Capital has created a diversified fund that offers investors an easy on-ramp to access carefully vetted commercial real estate operators and opportunities. Their goal is to provide income, growth, and tax benefits with limited downside risk. With a minimum investment of $50,000, investors get a stake in a portfolio of self-storage, manufactured housing, RV parks, industrial properties, and more. To learn more, go to https://whitecoatinvestor.com/wellings The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones  Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

Connect with the host:LinkedIn: https://www.linkedin.com/in/brandon-e-jenkins/Website: https://www.birchprosper.com/ --About the guest:Paul Moore is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm. He transitioned from a successful stint at Ford and co-founding a staffing firm—earning him 2x Finalist for Michigan Entrepreneur of the Year—to becoming a prominent real estate investor. Paul has completed over 100 commercial and residential deals, appeared on HGTV, and contributed to Fox Business and BiggerPockets. He also co-hosted the podcast "How to Lose Money" and authored Storing Up Profits and The Perfect Investment. Connect with Paul Moore: Email: invest@wellingscapital.comWebsite: https://www.wellingscapital.com/Episode Highlights:✔️ How to find your 'Big Why'✔️ True investing vs speculation✔️ Surviving debt and financial crisis✔️ Impact of FOMO on investment decisions✔️Advice for new investors--

This Orthopedist has grown his wealth to $3 million only 3 years out of training. He tackled his student loans quickly and started saving and investing aggressively. As we talk about regularly, a big income is super helpful but it doesn't get you anywhere if you aren't financially literate. He and his wife got on the same page early and put their high incomes to work. Getting their financial ducks in a row is going to give them both the freedom to work fewer hours and create a balanced work and family life. After the interview we talk about that you do not have to invest in everything to have success. Many investors know about the historic returns, tax advantages, and wealth-building opportunities of commercial real estate investing, but they're confused about where to start or who to trust. Wellings Capital has created a diversified fund that offers investors an easy on-ramp to access carefully vetted commercial real estate operators and opportunities. Their goal is to provide income, growth, and tax benefits with limited downside risk. With a minimum investment of $50,000, investors get a stake in a portfolio of self-storage, manufactured housing, RV parks, industrial properties, and more. To learn more, go to https://whitecoatinvestor.com/wellings The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones  Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

Investing for cash flow should be the top priority for any investor.In this episode of the Real Estate Investor MBA podcast, we explore the concept of being a "boring investor" and why prioritizing reliable cash flow is more important than the thrill of speculation. Join us as we dive deep into this topic with a returning special guest, Paul Moore, a seasoned real estate investor and fund manager at Wellings Capital.During the conversation, Tejas and Paul explore the characteristics of a "boring investor" and how their focus on consistent cash flow sets them apart. They discuss Warren Buffett's investment philosophy and why it aligns with the idea of being a boring investor. The necessity of a margin of safety and the dangers of over-leveraging is also highlighted, helping listeners understand how to protect their investments.If you're ready to become a "boring investor" and prioritize reliable cash flow in your real estate investments, this episode is a must-listen. Gain valuable insights from our conversation with Paul Moore and start building a solid investment portfolio.Share this episode with fellow investors and subscribe to the Real Estate Investor MBA podcast for more valuable episodes like this one.Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!===The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target* Apply Here: https://www.lvpefund.com/questionnaireBook Fund Manager, Tejas Gosai: https://www.lvpefund.com/invest

Over the past year and a half, the unprecedented rise in interest rates has had many ripple effects across the commercial real estate investing world. These ripple effects have put many investments that were made in the past two to three years in jeopardy. Today we discuss those ripple effects and how preferred equity is being used to bolster the capital stack on new acquisitions or provide rescue funds for projects that are struggling due to increased costs. And I can think of no better person to help us make sense of this than friend of the show Paul Moore. You've seen Paul's articles on Bigger Pockets, and he's been on the show many times. Today Paul talks about preferred equity, and how it's being used to bring additional funds into many different types of projects. Paul is the founder and managing partner of Wellings Capital, and a best-selling author on multifamily and self-storage. Find out more: www.wellingscapital.com Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com

Paul Moore is the principal at Wellings Capital who are now on their sixth fund. Their latest fund is focused on preferred equity and on today's show we're talking about one company's take on how to use preferred equity effectively in deals. To connect with Paul, visit wellingscapital.com where they have some useful resources on their resource page. -------------- Host: Victor Menasce email: podcast@victorjm.com

I'm really a pretty nice guy. I've met hundreds of you in person and spoken to a few thousand more prospects/investors by phone or on Zoom. So, hopefully, most of you agree.  But as I write this, I'm a bit miffed. You see, our Wellings Capital team is like family. We love and care for each other. So, I hate to see anyone on our team taken advantage of. But it feels like that's what happened here.  Our team recently spent over five weeks heads-down on what should have been a straightforward preferred equity investment. I did the due diligence trip in the fall. It was a beautiful mobile home park, and we were eager to add it to our investment portfolio.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing in Real Estate syndications can be risky, especially if you don't have the necessary years of experience and the knowledge to effectively vet the operator and the specific opportunity. As a result, many investors have lost money, especially in the last year. One way to mitigate this risk is to invest in a fund that's run by a fund operator with a lengthy track record of success and diversified holdings within the fund. Paul Moore, Founder of Wellings Capital, is operating his sixth fund for accredited investors to invest across recession resistant asset classes that are positioned to do well over the next several years. In Paul's latest fund, he's investing in Pref Equity deals that provide in-place cash flow plus significant potential upside in the form of refinances or sale events.  

Join us on the latest episode of Passive Investing from Left Field, with guest Paul Moore from Wellings Capital. In this episode, we unravel the art of building confidence with LPs, explore the resurgence of preferred equity, and share insights on diversification strategies. Discover Paul's journey from speculator to seasoned investor, gaining actionable advice for consistent returns. Don't miss these gems of wisdom that could steer your investment journey toward consistent returns and stronger strategies.  About Paul Moore  After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He launched multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits. He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to Bigger Pockets, producing live shows, recorded videos, and blog content. Paul also co-hosted a wealth-building podcast called How to Lose Money and he's been featured on over 200 podcasts. Paul is the author of Storing Up Profits – Capitalize on America's Obsession with Stuff by Investing in Self-Storage (Bigger Pockets Publishing 2021) and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm. Here are some power takeaways from today's conversation: 03:33 His real estate journey?05:20 Transition from speculator to investor07:32 Preferred equity vs preferred returns09:27 What is preferred equity?14:55 Why aren't the lenders lending more?16:42 Should the LP know about the preferred equity?04:35 The Evolution of His Real Estate Journey20:29 Are all pref equity the same?30:44 What to look for in the common equity?33:04 How do you protect yourself from deals failing?37:46 How does an LP get into pref equity?30:41 How does the LP evaluate this?43:48 Podcast recommendations44:42 Contact Paul45:05 Thank you for watchingThis show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.    Resources Mentioned:Contact the Guest:Instagram- @paulmooreinvestFacebook- @wellingscapitalLinkedIn- https://www.linkedin.com/in/paul-moore-3255924/Email- paul@wellingscapital.comAvoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve SuhPodcast Recommendations:Motley Fool MoneyThe Walker WebcastAdvertising Partners:Left Field Investors - BECTribevestRise48Aspen FundsGSP REISpartan Investment GroupVyzer

EPISODE SUMMARY: Could the key to thriving in the ever-shifting sands of real estate investment be a lesson in simplicity from Warren Buffet's playbook? Real estate investor and author Paul Moore rejoins us to share the wisdom of his journey, emphasizing the power of a lean, diversified approach akin to Berkshire Hathaway's model. Paul, a beacon of experience, unpacks the virtues of collaborating with top-tier professionals across various asset classes. We examine the idea that you don't need to wear every hat yourself to strike gold; instead, focus on the 20% that yields 80% of the results and leave the fine details to the experts. As interest rates climb, they reshape the landscape of real estate investing, creating a labyrinth of new challenges and opportunities. We navigate through the complexities of alternative financing methods which rise in prominence as traditional lending tightens its belt. Mezzanine debt, preferred equity, and their potential to blend risk with reward enter our discourse, highlighting the importance of adaptability and keen insight when one is charting a course through the tumultuous waters of today's economy. Paul's mission transcends the boundaries of business, as he turns his gaze to the prevailing issue of human trafficking. With a passion that stirs the soul, he shares how he dedicates a portion of his success to combating this harrowing global crisis, championing a crusade that intertwines purpose with profit. This episode is not just a treasure trove of financial acumen but also a clarion call to harness our achievements for a cause far greater than ourselves. Join us for an exploration of investment strategies intertwined with a heartfelt appeal to make a tangible difference in the world. PAUL'S BIO: Paul's professional journey began with a notable stint at Ford Motor Company before co-founding a successful staffing firm. His entrepreneurial prowess earned him the distinction of being a 2x Finalist for Michigan Entrepreneur of the Year. After the firm's successful acquisition by a publicly traded company, Paul redirected his focus towards real estate investment. A trailblazer in the real estate arena, Paul has established and led multiple investment and development ventures. His expertise has been showcased on platforms like HGTV, Fox Business, and The Real Estate Guys Radio. A prolific contributor to BiggerPockets, Paul produces live shows, recorded videos, and insightful blog content. Notably, Paul co-hosted the wealth-building podcast "How to Lose Money" and has been a sought-after guest on over 200 podcasts. His literary contributions include "Storing Up Profits – Capitalize on America's Obsession with Stuff by Investing in Self-Storage" (BiggerPockets Publishing 2021) and "The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing." Paul Moore is the visionary Founder and Managing Partner of Wellings Capital, a distinguished real estate private equity firm. GET IN TOUCH WITH PAUL : www.wellingscapital.com EPISODE CHAPTERS: (0:00:00) - Diversification and Investing With Experts Paul Moore shares insights on diversification, working with top operators, and the current economy's impact on investments. (0:09:47) - Challenges and Opportunities in Interest Rates Challenges in real estate investment due to rising interest rates, reduced leverage, and shift towards preferred equity. (0:17:33) - Inflation, Economy, and Investing Options Inflation and interest rates may remain high, multifamily properties are resilient, and alternative assets are popular due to JOBS Act and social media. (0:30:37) - Investing and Fighting Human Trafficking Mixing market-rate and affordable housing increases asset appraisal, eliminates property taxes, and raises awareness for human trafficking. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode. Today, we bring together three experts in real estate and alternative assets: Paul Moore, Dave Zook, and Michael Flight. Paul Moore, an author, BiggerPockets expert, and Founder/Managing Partner of Wellings Capital, shares his insights. With an engineering degree and an MBA from Ohio State, Paul co-founded and strategically sold a staffing firm. In 1999, he shifted to real estate, accumulating over 85 investments and exits. His journey includes appearances on HGTV's House Hunters and roles in property management, contributing notably to the development of a Hyatt hotel and a thriving multifamily project. Dave Zook, Founder & CEO at The Real Asset Investors and Owner at Horizon Structures, is a successful business owner and investment strategist. He has placed over $800 million across various asset classes, including ATMs, car washes, energy, and self-storage. As a top 5 ATM fund operator and early investor in Bitcoin and digital assets, Dave is an expert in tax strategy and investments. He founded The Real Asset Investor in 2015, becoming a sought-after speaker sharing his knowledge on various media platforms. Michael Flight, a founding principal of Concordia Realty Corporation and CEO of Liberty Real Estate Fund, is a real estate entrepreneur and Blockchain Real Estate evangelist. With a career starting in 1985, Michael is an expert in retail real estate, redevelopment, real estate tokenization, and blockchain applications. He has partnered with major banks, insurance companies, hedge funds, and institutional investors in successful projects. Michael has been featured on CNBC Arabia, CEO Magazine, and quoted in financial publications. In this episode, our guests discuss alternative asset classes for real estate investing, navigating a tightening real estate market, preservation of capital, changing markets, retail investment in the digital age, and investing in preferred equity, retail, art royalties, and ATM machines. The conversation also covers tax planning strategies, the tax benefits of owning land and real estate, and a deep dive into the risks and opportunities of real estate investment. Tune in now for an insightful exploration of net lease investing and tokenization in the ever-evolving landscape of real estate and alternative assets! ANCHOR TIMESTAMPS 01:46 - Guest Introduction: Paul Moore, Dave Zook, and Michael Flight 02:45 - Alternative asset classes for real estate investing 05:02 - Navigating a Tightening Real Estate Market 09:59 - Investing in Real Estate: Preservation of Capital 15:01 - Navigating changing markets 19:57 - Investing in Retail in the Digital Age 24:55 - Investing in asset classes and preferred equity 30:01 - Investing in Preferred Equity, Retail, and Art Royalties 35:02 - Investing in Art and ATM Machines 39:54 - Tax Planning Strategies 44:57 - Tax benefits of owning land and real estate 49:59 - Investing in Real Estate: Risks and Opportunities 55:00 - Net lease investing and tokenization Connecting with the Guest: Paul Moore Website: https://www.wellingscapital.com/ Linkedin: https://www.linkedin.com/in/paul-moore-3255924/ Facebook: https://www.facebook.com/wellingscapital Instagram: https://www.instagram.com/paulmooreinvest/?hl=en Dave Zook Website: https://www.therealassetinvestor.com/ Linkedin: https://www.linkedin.com/in/dave-zook-63765a15 Instagram: https://www.instagram.com/zook.dave/ Michael Flight Website: https://libertyfund.io/ Podcast: https://www.triplenet.re/ LinkedIn: https://www.linkedin.com/in/michael-flight/ Instagram: https://www.instagram.com/mjflight1/ BiggerPockets: https://www.biggerpockets.com/users/michaelflight Blockchain Real Estate 2022: https://libertyfund.io/tokenization-and-blockchain-investing-in-real-estate/ #RealEstate #AlternativeAssets #InvestmentStrategies

Real estate is a fascinating industry to follow, because it's always changing. No matter what market you're in, you can always find new trends and new ways to make money in the field. And right now, the real estate world has some exciting developments that are attracting attention from investors across the nation. Let's take a look at what's attractive in real estate now with Paul Moore of Wellings Capital! In this episode, you will discover… The serious impact of rate caps In-depth discussion of Multi-family homes The acquisition of RV Resources Mentioned in this Podcast:  Contact Dave for a free 30mins strategy session: ‪833-343-2986 or (612) 284-2409 Connect w/ Paul Moore: Website: https://www.wellingscapital.com/resources 

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation What's the best way to Vet Operators and deals in today's market? Our featured guest, Paul Moore—an author, expert from BiggerPockets, and Founder and Managing Partner of Wellings Capital, shares expert insights in today's episode. Paul Moore stands as a seasoned authority with an engineering degree and an MBA from Ohio State. His journey includes co-founding and strategically selling a staffing firm. In 1999, he shifted to real estate, marking the beginning of a chapter filled with over 85 investments and exits. Beyond business, Paul's journey includes appearances on HGTV's House Hunters and influential roles in property management, notably contributing to the development of a Hyatt hotel and a thriving multifamily project. In this episode, Paul talks about the intricacies of self-storage facility investments. As the Founder and Managing Partner of Wellings Capital, he takes a pragmatic dive into real estate risks, reflects on the dynamics of opportunities and risks in 2020, and sheds light on the rising demand for RV parks. Discover seven practical paths to financial success and gain insights into investing in education and passive income. Join us as Paul shares seasoned, down-to-earth perspectives, providing valuable insights into the strategic world of real estate ventures. Tune in now! TIMESTAMPS 00:45 - Guest Introduction: Paul Moore 05:38 - Investing in Self-Storage Facilities 10:37 - Risks of Real Estate Investment 15:38 - Investing opportunities and risks in 2020 20:35 - RV Parks in High Demand 25:35 - Seven paths to financial success 30:37 - Investing in Education and Passive Income Connecting with the Guest: Website: https://www.wellingscapital.com/ Linkedin: https://www.linkedin.com/in/paul-moore-3255924/ Instagram: https://www.instagram.com/paulmooreinvest/?hl=en #OperatorVetting #DealVetting #RealEstateOpportunities

We're hearing a lot in the media about impending doom in the commercial real estate market. Should we be bracing ourselves for a repeat of 2008 and 2009? You might have seen Paul Moore's recent BiggerPockets article titled "What's Really Behind the Slew of Recent Commercial Failures", in which he urges us not to overgeneralize the term ‘commercial real estate', and instead recognize that there are many asset classes in many locations, and many of them will be just fine. I've invited Paul back to the show to share his perspective on whether we should be bracing ourselves for a commercial real estate crash, and what he's hearing from his network on where the distress really exists. Paul is the founder and managing partner of Wellings Capital, and a best-selling author on multifamily and self-storage. Find out more: www.wellingscapital.com Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com

Paul Moore of Wellings Capital returns to share if HE is still investing in self-storage units with interest rates about doubling since he was last one!We also discussed a very interesting way to make money off RVs and addressed a severe problem in the US and globally that is not getting enough coverage and what you as a listener can do about it.Tip/Trivia – Self storage isn't new, in fact instances of it have been found in China from over 6,000 years ago! RESOURCES MENTIONED:Paul's first appearance on Episode 21Sound of FreedomOutdoorsyRVsharePaul's BookAIM to END human trafficingCONNECT WITH PAUL:Wellings CapitalTwitter - @paulmooreinvestSHOW SPONSORSSimple Passive Cashflow Freedom FamilyHero Lending Support the show

Uncover the secrets of the flourishing RV park investment trend with our guest, Paul Moore of Wellings Capital. This episode dives into the dynamics that have escalated the demand for RV parks, making them a promising investment opportunity. Tune in as we examine the impact of global shifts like the COVID situation, remote work revolution, and the rise of RV rentals on platforms like RV Share and Outdoorsy, and how these factors are driving the growth of this asset class.Join us as we navigate through the intricacies of RV park development, discussing the different types, challenges of expansion, labor involvement, and the need for solid cash flow projections. With Paul's expert insights, we highlight the crucial role of having a reliable operator with a solid track record. We also delve into the current real estate market scenario and how it could influence investment decisions in the near future.Expand your investment horizons with wisdom from industry giants like Warren Buffett, Peter Lynch, and Howard Marx. We also discuss the resilience of the multifamily market, the importance of due diligence, and the role of private investor clubs in providing honest syndicator feedback. Whether you're a seasoned investor or just starting, this episode promises a treasure trove of knowledge, potentially steering you towards a rewarding addition to your investment portfolio. Join us!Connect with Paul on LinkedIn to stay updated with his latest insights and visit his website for more information on how you can take your real estate investments to the next level. Get ready to elevate your investment game!http://www.wellingscapital.com/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

Discover the secrets of successful real estate investing with Paul Moore, the mastermind behind Wellings Capital. With a diverse portfolio encompassing self-storage units, manufactured housing, and multifamily properties, Paul has become a leading authority in the industry. In our exclusive conversation, he shares his journey from Ford Motor Company to real estate mogul, unveiling the strategies that have propelled him to success.Learn about Paul's ten-year hold approach and how meticulous diversification across geographies, asset classes, and the capital stack can secure your investments. Delve into the fascinating world of acquisition equity and discover its growing importance in the market. Paul provides invaluable insights into the types of deals that benefit from rescue capital and the considerations that are essential when investing in a fund focused on acquisition equity.If you're considering a career transition into real estate, Paul's experience with pre-equity will inspire you. Explore how this strategy maximizes returns on value-add deals and facilitates a seamless shift from the corporate world. Don't miss out on this opportunity to learn from a true expert in the field. Tune in to our latest episode and unlock the secrets of successful real estate investing with Paul Moore.Connect with Paul on LinkedIn to stay updated with his latest insights and visit his website for more information on how you can take your real estate investments to the next level. Get ready to elevate your investment game! http://www.wellingscapital.com/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

This episode's guest is Paul Moore with Wellings Capital. Paul is a seasoned entrepreneur and has started companies across multiple industries. Paul has a ton of real estate experience and has written multiple books on different asset classes in the space. This episode we discuss Paul's journey as an entrepreneur. We talk about the raw land development projects he has done over the years and the creative marketing methods he's used to flip water front lots. I listen to Paul's advice on entrepreneurship and the lessons he's learned from his different pursuits. This episode is full of a ton of wisdom and I enjoyed it immensely, hope you do as well!Our Energy Company: ancova.comMountain Fork River Development: https://www.mountainforkresort.comOur Broken Bow Cabin Rentals: https://mountainforkvacations.com/ Max's Twitter: https://twitter.com/max_gagliardiPodcast Twitter: https://twitter.com/Always_Building

In this episode of the Multifamily Wealth Podcast, we welcome back Paul Moore of Wellings Capital. With over 20 years of experience in real estate, Paul has a diverse background that includes residential and commercial investments, as well as ventures in oil and gas. He is the author of "The Perfect Investment" and has a deep understanding of the multifamily syndication space.In this episode, Paul and Axel dive into the topic of preferred equity, a hot topic in the multifamily and commercial real estate sectors. They discuss the different types of preferred equity, including its use in development, value-add deals, refinancing, and as rescue capital. Paul explains the benefits of investing in preferred equity, such as immediate cash flow, future upside, and lower downside risk exposure. He also shares insights on what to look for in a preferred equity investment and the importance of partnering with experienced operators.In this episode we discuss:What is preferred equity and why is it a hot topic in the multifamily and commercial real estate sectors?How does preferred equity differ from preferred returns or preferred hurdle rates?What are the different types of preferred equity investments, such as development, value-add acquisitions, refinancing, and rescue capital?What are the benefits of investing in preferred equity for LPs, including immediate cash flow, future upside, and lower downside risk exposure?How can preferred equity help operators reduce their blended cost of capital and capture more of the upside in a deal?What attributes does Wellings Capital look for in preferred equity deals, such as experienced operators, reasonable underwriting, and clean backgrounds?What are some signs that a preferred equity deal may not be a good investment, such as red flags in the operator's background, changing deal terms, or lack of a cohesive team?Are you tired of competing with other buyers and waiting on brokers to send you deals? Want to learn exactly how you can find more discounted multifamily deals than you know what to do with? Click here to check out our Off-Market Multifamily Deals course, where we teach investors how to develop a robust pipeline of discounted, off-market multifamily deals in six weeks or less.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedInSubscribe to our YouTube channelLearn more about Aligned Real Estate PartnersConnect with Paul:Follow him on TwitterLearn more about Wellings CapitalHelp us fight human trafficking with AIM

You may already be taking actions such as investing in properties that align with your values, incorporating sustainable practices, or supporting local communities, but the impact you desire may still be eluding you. Instead, you may find yourself facing challenges such as difficulty finding suitable properties, encountering resistance from traditional real estate practices, or struggling to measure and communicate the social and environmental impact of your investments.Join us on Average Joe Finances as our guest Paul Moore shares the secrets to success in commercial real estate.In this episode:Discover the most effective real estate investing strategies to maximize your profits.Uncover the hidden benefits of investing in self-storage and how it can be a game changer for your portfolio.Learn about value-add opportunities in the self-storage industryExplore the untapped markets in real estate investing and find out how to tap into their potential for lucrative opportunities.And so much more!Key Moments:00:00:46 - Paul's Background and Transition to Real Estate00:03:13 - Value Investing in Real Estate00:06:30 - Success Stories in the Current Market00:08:25 - Shift in Capital Stack Strategy00:14:06 - Importance of Due Diligence and Partner Selection00:15:02 - Self Storage as an Attractive Investment00:17:51 - Value Creation in Self-Storage00:19:32 - Blue Ocean Strategy for Self-Storage Investments00:23:46 - Lack of Online Presence in Mom and Pop Self Storage Facilities00:27:19 - The Appalling Situation at the Wall00:28:03 - Making an Impact on the World00:29:22 - Fighting Human Trafficking Find Paul Moore on:Website: www.wellingscapital.comTwitter: twitter.com/PaulMooreInvestAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

Paul Moore, the dynamic Founder of Wellings Capital, wears many hats in the realm of real estate. With a firm belief in putting investors first, Wellings Capital is renowned for its conservative approach, its dedication to integrity, and an unwavering commitment to providing a top-tier investor experience. Beyond just being a financial endeavor, the company stands tall on the principles of giving back and aligns itself with operators possessing stellar track records and immense experience in recession-resistant asset classes. Paul's journey with Wellings Capital is not just about investing but also about ensuring a legacy built on trust and performance.In this episode of Gathering The Kings with Host Chaz Wolfe, Paul dives deep into the nuances of being a full-time investor and the lessons learned. With a candid take on why one should never invest with someone who hasn't tasted failure, Paul emphasizes the invaluable importance of family time, urging listeners to seize the present moment. Drawing from his vast experience, he also shares his wisdom on beginning endeavors sooner rather than later and his contributions to Bigger Pockets, from insightful blogs to standing ovation-worthy stage talks. For those seeking a goldmine of insights on intelligent investing and much more, this episode is a must-listen. Dive in to unravel the secrets of successful investing!During this episode, you will learn about;00:00 Introduction01:18 Intro to Paul and Wellings Capital02:36 Paul's why06:25 Paul's backstory 09:50 Why Paul recommends his type of investing12:41 A good decision Paul made in business17:10 A bad decision Paul made in business22:10 Why you should listen to your spouse33:09 Going all in on family and business36:46 What Paul would tell his younger self40:42 How to connect with Paul41:59 How to connect with Chaz & Gathering The Kings Books and Resources Recommended:80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More by Perry Marshallhttps://www.amazon.com/80-20-Sales-Marketing-Definitive/dp/1599185059The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller & Jay Papasanhttps://www.amazon.com/ONE-Thing-Surprisingly-Extraordinary-Results/dp/1885167776Let's Connect!Paul Moore:LinkedIn: https://www.linkedin.com/in/paul-moore-3255924/Instagram: https://www.instagram.com/paulmooreinvest/Podcast: https://smallaxe.libsyn.com/episode-157-how-to-get-a-fund-to-invest-in-your-dealFacebook: https://www.facebook.com/wellingscapitalTwitter: https://twitter.com/PaulMooreInvest?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorWebsite: www.wellingscapital.com/resourcesChaz Wolfe (Host): Linktree: https://linktr.ee/chazwolfeWebsite: www.gatheringthekings.comFacebook: https://www.facebook.com/chazwolfe/Facebook: https://www.facebook.com/gatheringthekingsInstagram: https://www.instagram.com/gatheringthekings/LinkedIn: https://www.linkedin.com/in/chaz-wolfe-86767054/Linkedin: https://www.linkedin.com/company/91415421/TikTok: https://www.tiktok.com/@chazwolfe_kingsIf you liked this episode, please LIKE, SUBSCRIBE, drop us a REVIEW, and share with your friends. We appreciate you, and your support enables us to keep bringing you the goods on the show!#business #podcast #entrepreneur #entrepreneurship

Today's guest is Alex Jarbo.   Alex Jarbo is the founder and CEO of Sargon Investments. He is a regular contributor to some of the top real estate investing podcasts in the world. He is also the host of the YouTube channel Alex Builds where he teaches how to properly build and manage short term rentals.   Show summary:  In this episode, Alex Jarbo, founder of Open Atlas Investments, shares his journey from the Marine Corps to building a $40 million real estate portfolio in vacation rentals. He discusses the importance of treating vacation rentals as a business, being present on multiple platforms, and building an email list of guests. Jarbo also talks about the changing preferences of short-term rental consumers, the influx of people into the vacation rental market during the COVID-19 pandemic, and his expansion plans. He credits his success to understanding the principles of scaling from multifamily real estate and applying them to vacation rentals.   -------------------------------------------------------------- Intro [00:00:00]   Starting in Real Estate [00:00:55]   Scaling the Vacation Rental Portfolio [00:03:06]   Investing in Bigger Short-Term Rental Deals [00:05:00]   Treating Vacation Rentals as a Business [00:10:10]   The Flood of New Market Entrants [00:11:00]   The Benefits and Challenges of Syndicating Short Term Rental Opportunities [00:13:20]   The shift in management [00:20:25]   Passion for negotiating deals [00:21:39]   Time to fire myself [00:23:08] -------------------------------------------------------------- Connect with Alex: Linkedin: https://www.linkedin.com/in/alex-jarbo-28a940139/ Web: https://openatlas.investments/   Connect with Sam: I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook: https://www.facebook.com/HowtoscaleCRE/ LinkedIn: https://www.linkedin.com/in/samwilsonhowtoscalecre/ Email me → sam@brickeninvestmentgroup.com   SUBSCRIBE and LEAVE A RATING. Listen to How To Scale Commercial Real Estate Investing with Sam Wilson Apple Podcasts: https://podcasts.apple.com/us/podcast/how-to-scale-commercial-real-estate/id1539979234 Spotify: https://open.spotify.com/show/4m0NWYzSvznEIjRBFtCgEL?si=e10d8e039b99475f -------------------------------------------------------------- Want to read the full show notes of the episode? Check it out below: Alex Jarbo (00:00:00) - I think gone are the days of just taking any type of random property and just throwing it on one site like Airbnb and just being done with it. Like I said, you need to treat it like a business. You need to be on multiple platforms like Airbnb, Vrbo, Booking.com. You need to be building your own email list of guests.   Intro (00:00:15) - Welcome to the how to Scale Commercial real Estate show. Whether you are an active or passive investor, we'll teach you how to scale your real estate investing business into something big.   Sam Wilson (00:00:28) - Alex Jarboe is the founder of Open Atlas Investments. Alex is at the forefront of revolutionizing the vacation rental and hospitality industry with his focus on custom, unique micro resort developments. Alex, welcome to the show.   Alex Jarbo (00:00:42) - Oh, thanks for having me on, man. Absolutely.   Sam Wilson (00:00:44) - The pleasure's mine. Alex. There are three questions I ask every guest who comes on the show in 90s or less. Can you tell me where did you start? Where are you now? And how did you get there?   Alex Jarbo (00:00:52) - Uh, started out of the Marine Corps.   Alex Jarbo (00:00:55) - Directly. Moved here to Asheville, North Carolina and got my real estate license. Started looking for a property. Realized really quickly I couldn't purchase anything that was in my price range. So my very first real estate investment was a ground up development, 800 square foot A-frame that we own to this day, and that over the last seven years snowballed into close to a $40 million real estate portfolio. Either were acquiring, purchasing or managing over $40 million in vacation rentals just in this market alone.   Sam Wilson (00:01:24) - Wow. Yeah, in Asheville is a great a great market for that. I I'm guilty of actually looking. Was it Airbnb this morning? Maybe I was looking at short term rentals in Asheville. So maybe maybe I need to come to you first here when this calls over and see what you got. But no, seriously, that's that's impressive. What year did you get out of the Marine Corps and start investing in real estate?   Alex Jarbo (00:01:46) - Yeah, 2017 is when I moved here. Yeah. So relatively I mean, I've been in it for roughly six years now, six, seven years.   Alex Jarbo (00:01:54) - But I started reading up on real estate books like my last year in the Marine Corps. And just I originally turned to flipping. And then there was a, I joined like a flipping mentorship. And the gentleman that was a part of that flipping mentorship he had, like just briefly, I'd mentioned that back in 2016, like all of his like, long term wealth was tied into short term rentals. And that really, like perked my ears, got on a one on one call with him. He sort of taught me how to, like, invest like in a market, like how to choose a good vacation rental market. There was like 3 to 5 markets that we had decided on. And my fiance at the time, wife now was like, yeah, Asheville looks really cool. I'm like, screw it, let's go. Like, I was open to really moving anywhere. I'm originally from Detroit, Michigan, but we've been here ever since 2017.   Sam Wilson (00:02:40) - Yeah, and you picked one of the prettiest parts of the country, in my opinion, to live in.   Sam Wilson (00:02:44) - I've got obvious envy for where it is that you call home. But that's. Let's get back on track, though. I mean, that's that's impressive. 2017 till now, a $40 million portfolio, but not just a $40 million portfolio. I think it's one thing to say, oh, hey, we got a $40 million portfolio in multifamily. Again, not to be discounted by any stretch, but you can do that with one deal.   Alex Jarbo (00:03:05) - One deal.   Sam Wilson (00:03:06) - That's really tough to do. I would imagine in the short term, rental space would have been some of the keys that have really helped you scale that.   Alex Jarbo (00:03:15) - One of the biggest things is just understanding that and this, this most of the stuff I know about the larger vacation rental deals or just vacation rentals in general, talking to, talking to investors, everything I learned from multifamily books, it's like the like the way we the way we pitch our deals with preferred returns and equity splits between general partners and limited partners. All that stuff was taught through mentors or multifamily mentors or multifamily books.   Alex Jarbo (00:03:40) - So I realized really quickly the same thing with multifamily. Going from single family long term rentals to owning multifamily, is that scaling, doing larger deals, like I call them, micro resorts, anywhere between 7 to 20 units, 40 units. It's not. It's to go from one unit to ten. Unit is not ten times as hard. So I learned that really quickly with the development piece that in terms of my time, me looking at a property that we can build two cabins on, or me looking at a property that we can build 20 properties on, it was the same use of my time. Obviously it was more for my engineer and my GC, but for me to look at like just driving out to parcels, it was the same time. It was just the number was obviously way bigger. So that's where that came from. Was like I looked at my goals and I wanted to see where I wanted to get to, and I didn't want to just focus on Wednesday and Tuesday cabins here and there.   Alex Jarbo (00:04:36) - Granted, those still make I mean, all those properties that we've developed in the last six years have cash flow very well. But doing these larger deals, I mean, the numbers are just crazy compared to what what I was doing say, like just four years ago alone.   Sam Wilson (00:04:51) - Give me give me a case study on that. Like what? What sort of. What is a bigger deal in the short term rental space, and how do you identify that?   Alex Jarbo (00:05:00) - So the when the we developed six cabins which that doesn't sound like that much, but like we developed a six cabin one and then we purchased a seven cabin or it was a historic house with six cabins on it. The one that we're purchasing right now is a $20 million development, and that one is only 20 units. But these properties cash flow like crazy, like just the seven units alone have done close to seven figures in in revenue just in this year alone. So when I when I say like bigger deals, I would say anything over like 6 to 8 units to start that are in the same area.   Alex Jarbo (00:05:35) - So like you're purchasing and I've said this before, there's a lot of mom and pop owners on of bed and breakfast and some of these like larger cabin communities that like, existed prior to when Airbnb and Vrbo were a thing. And now those mom and pop owners are of retirement age, and they're looking to sell off some of these properties. And what I've realized, I've looked at a lot of these. I purchased a couple of them in just the last year and a half. A lot of these are undervalued, like significantly. And so that's what I would say to your original question is the like I would say anything over like 4 or 5 units that are in the same area would be a little bit of a bigger deal compared to just purchasing 1 or 2.   Sam Wilson (00:06:15) - Yeah. No. Absolutely, absolutely. And that's and there's scale is relative to what it is that you are working on. How do you. So please don't mind the cash flow. Yeah, absolutely. I mean that's insane cash flow.   Sam Wilson (00:06:29) - Insane cash flow. What do you feel like? I mean, you made you made a point there where you said that, you know, a lot of these these these styles of. Short term rentals have been around for a long time. This is not anything new, but absolutely, I would argue and maybe you can confirm or tell me, put more clarification on this, because I'm not in the short term rental space, but that investor preference has changed in what those short term rentals look like. Amenities mean all of those things kind of kind of give us some broader overview on that and how you guys are setting these things up for today's consumer.   Alex Jarbo (00:07:04) - So for the on the consumer part it's like market then property. So market investing in properties that tend to be a little bit less or investing in markets that tend to be a little bit less seasonal. So Asheville mountain markets that aren't necessarily ski resorts like cities, those tend to do really well because they're less seasonal. Nothing gets more picturesque than a cabin or a property on the side of a cliff in the winter, right in the mountains.   Alex Jarbo (00:07:30) - Right? So so that's market when it comes to properties. We're investing in unique properties or developing or purchasing unique properties where the property itself is an experience outside of the city that the guest is visiting. That's really important. And you're right about the guest expectation changing. It has definitely gone full circle, and we can talk about that in a second. About back in the day, you had to pick up a phone to book a vacation rental, and now it's like it's sort of hospitality. And vacation rentals are sort of moving towards like direct booking sites, which is almost practically full circle, where I look at Airbnb, Vrbo, Booking.com, they're always going to be a part of my business, but I look at them as marketing arms to my business. It's where the eyeballs are at, but the eventual goal is to be able to take the guests off of those platforms after they stay with you. That's the key there, after they stay with you, not when they're trying to stay and put them into your own ecosystem through a direct booking site.   Alex Jarbo (00:08:23) - And that way you're treating all of this like a business, and not just when someone asked me like, it tears me apart when I go, hey, what do you do? Or how many properties do you have? And they're like, I'm an Airbnb. So you're like, no, you're not in Airbnbs, you're in vacation rentals. And if you want to take it a step further, you're in hospitality, right? So when when it comes to like guest like the guest expectation back in the day when you had to pick up that phone, you had to. A lot of times you have to bring in your own silverware, your own linens, like stuff like that is completely changed. And then just there's a higher level of expectation now, especially with the flooding of vacation rentals that has happened in the last like 4 or 5 years into the markets. I think people are looking for those more unique stays, those more, I call them Instagrammable properties where people would be proud to put them on the like on their social media, where your guest practically turns into your own little influencer because they're putting it on their social media and showing their their people.   Alex Jarbo (00:09:16) - And then that redirects you to your website or your Instagram account or whatever social media account you want to use, right?   Sam Wilson (00:09:22) - No, I love that, I love that, yeah. And I've heard that from other people who've come on the show saying, hey, look, you know, one of the strategies, obviously, is to get them off of the Airbnbs and back to your direct booking sites. I think that's really cool. Let's talk a little bit. You hit on flooding the vacay or you said flooding the vacation rental markets. What? I mean, we've seen that. And, you know, I actually saw something and I don't I don't look on social media actually very often maybe like once every 2 or 3 months. And I just happened to see a guy in the short term rental space buying a short term rental. He gave a quick, you know, paragraph about why the previous owner really stunk at being a vacation rental owner. So yeah, we see this flooding of them. But then what are people doing wrong and how does that present opportunity for people like yourself?   Alex Jarbo (00:10:06) - Yeah, it's exactly what I said about the like I'm an Airbnb.   Alex Jarbo (00:10:10) - So it's like I think gone are the days of like just taking any type of random property and just throwing it on one site like Airbnb and just being done with it. Like I said, you need to treat it like a business. You need to be on multiple platforms like Airbnb, Vrbo, Booking.com. You need to be building your own email list of guests. And one of the easiest ways to do that. And I've plugged this company ever since I've started like interviewing with about properties is a company called Staffie, and it's a Staffie sells these little discs that plug into the back of your router very cheap to purchase these. And then the subscription is incredibly cheap, but it creates a landing page for your internet. So like imagine when you go into Starbucks, you go into the airport, you have to put your email address in to get access to the internet. It's the same thing, except you have your own branding for your company. That way when a guest stays with us, we then capture their email, and then we do seasonal emails to them to get them to book.   Alex Jarbo (00:11:00) - Hey, you can save way more money where you don't have to pay these crazy service fees anymore, and you can book directly through us that way. Like I said, you're creating this, this massive wheel, this massive circle. And that's that's one thing that people, I think weren't ready for when they just saw someone on social media, or maybe they saw their friends doing real in vacation rentals, like really well in vacation rentals. And also during Covid 2020, 2021, tail end of 2022, vacation rentals saw record numbers because people were stuck here. Like people were like you could only travel domestically. So obviously occupancies were up that 95, 98, close to 100% people were charging up the craziness. I mean, I was I was part of it like my my occupancies were through the roof, but I was in vacation rentals prior to that knowing that that was not normal. So I think a lot of people that flooded the market the last like three years were just people who got into it during Covid, where interest rates were low.   Alex Jarbo (00:11:51) - If they purchased, interest rates were low. So it was really relatively easier to get a property. All of these vacation rental lenders sort of came out of nowhere as well in the last like three years, which is not necessarily a bad thing, but. That compares with like just everyone just putting their numbers out there and be like, this is how much I make. It was like, okay, cool, I can just get a property, throw it on Airbnb and be good to go. So I think that's where the flooding of the market came, was just people thinking that you could just be on one platform and be good to go.   Sam Wilson (00:12:20) - Right. Yeah. Absolutely. Absolutely. Love. And so everything you guys are doing there is in the broader Asheville area. Yeah, it's.   Alex Jarbo (00:12:28) - In Buncombe County. Yeah. After this larger deal that we're working on, I do. There are 2 or 3 other markets that I've identified in the country that I want to get into, because it's it's good and bad to have a massive concentration of like your properties in one area.   Alex Jarbo (00:12:45) - I just want to diversify into different markets after that. It's just fun to do it. I mean, these are these are cool vacation markets that are like some of the top markets in the country. So it's just it's cool to like come into a market and develop something unique that actually complements the city that you're getting into. I've always been a huge fan of that. Just whole strategy in general.   Sam Wilson (00:13:04) - Absolutely. Well, let's talk about this. I mean, you said you were taking you're taking the things you learned in the multifamily space and applying it to the short term rental space. And it sounded like you're syndicating short term rental opportunities. Talk to us about that.   Alex Jarbo (00:13:20) - Yeah, I mean, that that came from I mean, phenomenal mentors like Paul Moore from Wellings Capital is the first person that comes to mind. Just learning. The Vinnie Smiley was another one that like I've been on his podcast, I read his book. That's sort of what got me into multifamily or just understanding the the metrics around multifamily to apply for short term rentals.   Alex Jarbo (00:13:41) - But yeah, I originally got into that world just to learn and understand that, like just talking to my different mentors that like, I mean, even I mean, I don't know how it is now because I haven't really kept up with it. But during like the Covid era, even before then, like cap rates were severely compressed during during that time. So it was a pretty easy conversation to to have with a multifamily investor be like, hey, this is the preferred return. This is the general partner, limited partner split. This is the cash on cash. This is the equity multiple. It's like we practically just took the metrics that multifamily investors were used to, like, used to seeing and dealing with like in terms of a syndication and just apply that to these larger vacation rental deals.   Sam Wilson (00:14:24) - Did you do are you doing those as a one off syndication or did you launch a five?   Alex Jarbo (00:14:29) - Now it's a one off. I quickly learned it should have been a fund just just based off of the timeline that we had to close on this first deal.   Alex Jarbo (00:14:36) - So my next one will definitely be a fun. But yeah, this first one was just a single asset syndication. But yeah, that's a it's funny because I was just thinking about that this morning. I was like, I should have done a fund instead of a syndication.   Sam Wilson (00:14:48) - Yeah, well tell tell us why, I guess. Can you give us give our listeners some color on as to why you say that?   Alex Jarbo (00:14:53) - It's like. Getting the deal, finding the money compared to having the money, and then finding the deal or starting to work on the deal. Just the timeline type thing. It's like, okay, I have technically I have this closing date that I have to meet, and this is when the money has to be raised and anything and everything can happen with dealing with investors and getting. There's a big difference between a soft commitment and actually getting that money wired. So that's the biggest thing, is just the pressure of I would rather have dug that well before I needed it is what I've always told myself of, like having that money there waiting so I can then deploy it into a deal compared to the other way around.   Sam Wilson (00:15:31) - Right. And that's a challenge. It certainly is a challenge. And I think one of the. Things that you have in your favor. Having a fund is that you already know what types of assets you're buying. You've already got a proven track record. This is what we're buying. Here's the type of assets you can give a long history of the things that you're buying. A lot of times I as a personally as a passive investor, I'm not a big fan of funds because especially if it's a blind, entirely blind fund where you're like, all right, so you say you're going to buy that, but I'm not quite sure. You're like, hey, no, like, here's the 8500 previous I'm making number up. But properties we've bought that, this is what's going in it.   Alex Jarbo (00:16:08) - So yeah, that's a good point. I mean the I have so there's a fund that we've teamed up with and I'm completely open to doing that with this deal. But there was a there was a fund that we teamed up with where.   Alex Jarbo (00:16:21) - Like some of the some of the assets in that fund where like the investors were like, okay, I would rather just I wish it was a single asset syndication where I can just invest in this one property. So it's a double edged sword. It is honestly.   Sam Wilson (00:16:32) - Yeah, it is. And I will say that openly because we have a fund open right now that raising capital in a fund is twice as hard as raising for a single asset. So cut. Like you said, it cuts both ways. And I've heard that from a lot of sponsors. Like it's harder it's harder in a fund than it is in a single asset deal. But yet the ability, like you said, to continue to acquire, to continue to raise money constantly as opposed to going, all right, well, now it's go time. Now we raise a bunch of money. Okay, we closed and then you start the whole process over again. It's it cuts both ways. So making that decision obviously on a case by case basis.   Sam Wilson (00:17:04) - But I just loved hearing hearing your insights on that okay. So we talked a little bit. Focus on bigger deals syndicating these deals. Um Alex one of the things that we talked about before this or before this show started recording was that you have coached over 5000 people in the short term rental game. What has that process been like? Talk to us about that, because I'm sure I'm sure you've got a lot of insights from working with so many different coaching clients.   Alex Jarbo (00:17:34) - Yeah, that came from I had purchased a course through Brian Page of B&B formula when it was just it was like a, I think 1 or $2000 course. When I first started, I knew I wanted to get into vacation rentals. That's why I moved here. But it was cool. He was like one of the first people to create a course. And then I had actually pitched him on one of my deals where I was like, hey, like, I would love for you to invest. And then that that had spiraled, gone into like, he had a podcast at that time, too.   Alex Jarbo (00:18:00) - And I was like, I would love to hop on the podcast and pitch the deal. And he's like, I actually don't do the podcast anymore. But I'm looking for coaches and we only have like two of them right now. And that course had morphed into a coaching program. And I've been with B&B formula, teaching an hour or two a week for the last year and a half, and then it's morphed into over 6000 students at this point. And we do group coaching one on one, all that fun stuff. But yeah, it's just it's been really cool to see students go from like zero, like learn this in the Marine Corps. Like just to just general leadership is it's really cool seeing like some of your mentees sort of surpass you and seeing some of these students build these massive vacation rental companies, management companies and a massive portfolio as well. I mean, one of our students has over like 350 listings. So it's been it's really cool to be a part of a community like that, too, because you're sort of you have your finger on the pulse when it comes to like changing the things in the economy.   Alex Jarbo (00:18:55) - So like, you'll see, like students be like it's way harder to find a deal in X, x, X, or like every 2 or 3 months. There's always like a new topic that students are constantly asking about. So the biggest thing I've seen is like the rental arbitrage deals. It's, in my opinion, still the easiest way to get into real estate investing in general when it comes to vacation rentals. But there you have to be a little bit more strategic when it comes to choosing a market compared to just like I said, going into any market, getting any type of property and just throwing it on Airbnb. So that's just what I've learned from coaching so many students. Is that the biggest thing I've learned about coaching students is that. You're a lot of times you're going to be your biggest enemy where it's like students get in their own way. It's a mindset thing outside of you. We can give you all the tools in the world, give you the best coaches in this industry. But if your mindset is not there, or like you have a negative mindset that is going to severely impact the way you talk to owners or just talking to like negotiating your deals and whatnot and managing your properties.   Sam Wilson (00:19:54) - Absolutely. Absolutely. That's that's really great. That's awesome man I can't believe that. 5000 plus 6000. Would you say coaching students at this point?   Alex Jarbo (00:20:01) - 6000 students.   Sam Wilson (00:20:02) - Yeah, that's wild man. And I think that's an added benefit maybe I probably would never have thought about was just the fact that you get that consistent feedback from the people you're talking to of what's going on in the market. It's kind of your.   Alex Jarbo (00:20:15) - Yeah, I've gotten things like, hey, have you used this service or this new service or tool for your company? I'm like, no, but it sounds really interesting. Let me check it out. And then I end up putting it in my company.   Sam Wilson (00:20:25) - Right. That's cool. Let's talk about your company for just a quick second here. How do you balance being an operator? And I'm not I'm maybe use the wrong word here, but an operator and then also a capital allocator because obviously more than capital allocator. But you're raising capital and you're operating your deals. How do you balance that.   Alex Jarbo (00:20:42) - Yeah. So the, the, the biggest shift the last six months is finding we interviewed all the top managers in this area. And we're still I'm still in the management portion of it, but I'm not in the day to day. So I found a manager had him run projections for us that were without giving him obviously our numbers. And I found a manager that projected our number like did significantly more than us, and that was because they had access to specific channels that we didn't, just because of how big they are. So I've recently delegated a big portion of like my cleaning, my maintenance, my event planning, because we have a wedding venue in this market as well that's attached to one of our vacation rental properties. All of the operations piece has been delegated to a local manager. My goal is in my management side of my company is just strategy and social media, because a lot of our properties, with them being unique, social media is a big portion of that. And then when it comes to capital raising, I love putting together these deals like that.   Alex Jarbo (00:21:39) - That is where I realized my passion is is like negotiating, not necessarily negotiating this deal in particular, we were almost practically exclusively working with the sellers because they were representing themselves. But negotiating the deals and just understanding the different pieces and just fitting them together, that's really what I really specialize in. And the types of properties we're showing investors. I mean, they do sell themselves like they truly do sell themselves. We're running a big like Facebook and LinkedIn marketing towards like raising these capital. And the leads are just flowing in every single day is just how picturesque these properties are. So in terms of selling them on, on social media or just showing, like we shot a massive investor video that took us four days to shoot, that's easy to do. And then as long as you back it up with the numbers, you're good to go. So that's what I truly enjoy. So that's how I balance it. Finding a manager. Or you can hire someone in house if you wanted to do it that way to take take all the stuff that you don't want to do, like almost an operations manager and just focusing on the, the the stuff that you enjoy doing and time blocking, just dedicating three hours a day to 1 or 2 items snowballs into a ridiculous result over the course of 3 to 6 months or a year or whatever.   Sam Wilson (00:22:52) - I love it, man. That's awesome. Yeah, in the consistently improving what your strategy is, I think it's one of the things you say, okay, I've done it this way for a long time, but let's look at another way. Yeah.   Alex Jarbo (00:23:03) - Time to time to fire myself like the, the what I came to.   Sam Wilson (00:23:08) - Absolutely, man. That's that's that's it. There was, there was somebody inside of our company there today. What she say to me, she goes, you need to stop doing that. Like now I'm like, thank you. Yeah, yeah, that's my love language. She's like, just get out of the way. Like.   Sam Wilson (00:23:22) - Seriously I'm trying.   Alex Jarbo (00:23:23) - Yeah. Like I'm like trying to focus on, like how to, like, split all my time up. And I'm like, I think I just need to remove myself. Like, yeah.   Sam Wilson (00:23:30) - It's fast as you can, man. Alex, I got one more thing here that for those of you that don't know that, listen to this show.   Sam Wilson (00:23:37) - I always ask our guests on the onboarding side of things, you know, what's a unique something unique about you or a strange hobby or something that you might find interesting or I might find interesting? And Alex shared with me that he is a Guinness Book World record holder. Alex, here at the end of the show, just break it down for us man. What world record do you hold?   Alex Jarbo (00:24:02) - Furthest distance to roll a coin. It's one of the most random things if you don't know anything about me. Yeah.   Sam Wilson (00:24:08) - Furthest distance to roll.   Sam Wilson (00:24:11) - How far was it?   Alex Jarbo (00:24:12) - I forgot, man. It was like, I don't know, like I don't I had a friend that would like, was like manager of like a Gold's Gym. And this Gold's Gym had a massive long stretch of concrete like up front when you first walk into the gym, I think it was like it wasn't that far. It was like 60, 70m. It was honestly harder to find that than it was to like actually do the record.   Alex Jarbo (00:24:32) - But yeah, I did it back in 2019 when I was bored out of my mind for 2018. And. I submitted everything to Guinness and they sent me a certificate like six months later. It's pretty funny.   Sam Wilson (00:24:46) - That's hysterical. Furthest distance to roll a coin. All right, well, on that note, Alex, that's awesome, man. You never know what you're going to get out of Alex Jarboe, a short term rental expert. Thank you for taking the time to come on the show today and share with us all of your insights here. You've got some really cool stuff going on there in the Asheville market, and look forward to hearing what you do in those other couple of markets that you've identified to move into next. If our listeners want to get in touch with you, learn more about you and or your current opportunity. Raising capital for what is the best way to do that?   Alex Jarbo (00:25:19) - LinkedIn is really easy. That's a lot of stuff. Lives on. LinkedIn is just Alex Jarboe. We actually also built a website specifically just for this deal.   Alex Jarbo (00:25:27) - So that's Open Atlas Dot investments, investments with an S. I'm sure it's going to be linked somewhere in the show notes. But the deal is also on my LinkedIn, which is probably the easiest way to get to it. And then you guys can check out all the videos that we shot for it. Pitch deck there. You guys can sign up to to just schedule a call with us, and then we can go from there.   Sam Wilson (00:25:46) - Rock and roll Alex. Open Atlas Dot investments. We'll make sure of course as Alex said to include that there in the show notes. Thank you for coming on the show today. I certainly appreciate your time. This was great.   Alex Jarbo (00:25:55) - Appreciate you man. It was fun. Hey, thanks for.   Sam Wilson (00:25:57) - Listening to the How to Scale Commercial Real Estate podcast. If you can do me a favor and subscribe and leave us a review on Apple Podcasts, Spotify, Google Podcasts, whatever platform it is you use to listen. If you can do that for us, that would be a fantastic help to the show.   Sam Wilson (00:26:13) - It helps us both attract new listeners as well as rank higher on those directories. So appreciate you listening. Thanks so much and hope to catch you on the next episode.

Paul Moore & Derek Buescher discuss managing risk, what type of returns they have been dealing with in the current market, challenges they have faced, and steps they took to overcome them.Join our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.instagram.com/diary_of_an_apartment_investor This episode originally aired on September 11, 2023----Your host, Brian Briscoe, has been a general partner in 1000+ units worth over $100 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on  LinkedInBrian@Steamlinecapital.com----Paul MooreAfter a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. Paul is the author of Storing Up Profits – Capitalize on America's Obsession with Stuff by Investing in Self-Storage  and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm.Learn more about him at: https://www.wellingscapital.com/His Book: https://rb.gy/mf835If you prefer to make a one-time donation, you can do so here: www.aimfree.org----Derek BuescherDerek has brokered $45 million in investment real estate throughout his 13-year career as a commercial real estate broker. He has transacted on all property types, including multi- family, mobile home parks, retail centers, office properties, industrial properties, and land. Derek holds a bachelor's degree in Real Estate & Business from the W.P. Carey School of Business at Arizona State University. He is also a Navy Veteran who served aboard the USS Ashland LSD-48 out of Virginia Beach, Virginia.Contact him at: Phone Number 480-213-2531

Why it was selected for "CBNation Architects": This episode on I AM CEO Podcasts features Paul Moore, a real estate investor and podcast host of Wellings Capital. Paul has an extensive background in both engineering and business, having earned an engineering degree and an MBA from Ohio State. After a successful career in the corporate world, he ventured into entrepreneurship and started a staffing company with a partner, which they eventually sold for $2.9 million. Paul later transitioned into the real estate sector and has since completed 85 real estate investments and exits. He has appeared on HGTV, rehabbed and managed numerous rental properties, and developed a waterfront subdivision. Paul also started two successful online real estate marketing firms. His experience led him to the commercial investment arena, where he manages two private equity funds. During the episode, Paul shares his CEO hack of focusing on one thing and doing it really well. He advises entrepreneurs to consider pursuing commercial real estate as it has the potential for longer-term investments and growth. Paul defines being a CEO as ruling like a servant and serving like a king, emphasizing the importance of leadership and service.   Check out our CEO Hack Buzz Newsletter--our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!   Previous Episode: https://iamceo.co/2019/06/21/iam312-real-estate-investor-and-podcast-host-helps-entrepreneurs-grow-their-wealth-passively/  

On today's episode, Dr. Mark Costes continues the engaging conversation with Paul Moore, Founder and Managing Partner of Wellings Capital. They dive deeper into Warren Buffett's investment principles and explore strategies for building enduring wealth. Introducing Paul Moore: As a seasoned entrepreneur with a diverse background encompassing engineering, business management, and real estate investment, Paul Moore brings a wealth of experience to the discussion. His journey from corporate America to successful entrepreneurship sets the stage for valuable insights. Expanding Investment Insights: The conversation shifts towards creating passive wealth and managing the balance between active involvement and quality of life. Paul and Mark highlight the importance of making deliberate choices and setting boundaries to prioritize meaningful experiences and relationships over excessive commitments. Unveiling True Investment Value: Listeners gain further understanding of the concept that an investment's value transcends its initial price tag. Paul and Mark delve into the significance of identifying businesses with robust competitive advantages or "moats," a philosophy that aligns closely with Warren Buffett's principles. If you missed Part 1 of this conversation, be sure to catch up and enhance your understanding of Warren Buffett's investment principles and Paul Moore's journey. EPISODE RESOURCES www.wellingscapital.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Dr. Mark Costes engages in a conversation with Paul Moore, Founder and Managing Partner of Wellings Capital. They delve deep into Warren Buffett's investment principles and discuss how they can be applied for financial success. Introducing Paul Moore, the Managing Partner of Wellings Capital. With a background that includes an engineering degree, an MBA, and a journey in entrepreneurship, Paul's experiences have led him to a focus on real estate investment and wealth preservation. Key Investment Insights: The conversation begins with exploring the idea that the worst deals are often made in the best times, while the best deals can emerge in challenging times. Paul and Mark discuss the significance of generating passive income for long-term wealth accumulation. They also dive into the concepts of intrinsic value and market efficiency in investment decision-making. Navigating Investment Challenges: The importance of competence in making investment decisions outside one's comfort zone is discussed. The conversation also touches on the balance between risk and returns, shedding light on how seasoned investors manage this trade-off. Paul and Mark introduce the concept of "skinny dipping" and its relevance to investment strategies. They elaborate on how market turbulence can expose the strengths and weaknesses of investments. Stay tuned for Part 2 of this episode to gain a comprehensive understanding of Buffett's investment rules and how to build wealth strategically. EPISODE RESOURCES www.wellingscapital.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

EPISODE 114: Should you quit or keep going? That's the million-dollar question every real estate investor wants to know. Unfortunately, there is no straightforward answer to this.  According to today's guest, Paul Moore, it's about wisdom, intuition, gut feeling, and good counsel. Paul is the founder and managing partner of Wellings Capital, a real estate private equity firm that manages several investment funds. Their mission is to help high earners protect and grow their wealth through real estate investing.  In my interview with Paul, we talked about the 2008 financial crisis, how covid-19 impacted the real estate market, investing in RVs, and what Warren Buffet would say if he were a real estate investor.  Tune in and learn how to invest, not speculate!   Key Takeaways: Intro (00:00) Paul's background and how he got into real estate (00:34) What are funds? (02:31) Investing in RVs (03:37) Paying off a $2.5 million debt (13:36) What if Warren Buffet was a real estate investor? (17:39) Paul's RV park special report (23:49) Paul's favorite book (26:46) Outro (30:37)   —   Connect with Paul Moore: 

Welcome to another episode of the Small Axe Podcast! Join Nico Salgado as he engages in a captivating conversation with the seasoned investor Paul Moore. Together, they explore Paul's remarkable transition from self-storage operator to a pioneering fund that ventures into diverse assets through strategic partnerships with different operators. Tune in as Paul sheds light on their 1940 act fund, driven by a commitment to providing diversification across various asset types, geographies, and operators. Discover how their rigorous due diligence process ensures successful collaborations, and learn valuable insights from Paul about what aspiring operators need to become potential partners.  Here's a breakdown of what to expect in this episode: Move into Preferred Equity: Benefits and Position in the Capital Stack Raising Money for Investments: Podcasts, Blogs, Books, and social media Investing in Affordable Housing through Tax Abatement in Texas Rising Demand for RV Parks: Remote Work and the Sharing Economy Market Outlook: Challenges in Multifamily, Focus on Recession-Resistant Assets And so much more! About Paul Moore: Paul Moore is the Founder and Managing Partner of Wellings Capital. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They scaled and sold the company to a publicly traded firm five years later. After a brief “retirement” in his early 30s, Paul began investing in real estate in 1999 to protect and grow his own wealth. Connect with Paul Moore on… Website: https://www.wellingscapital.com/about LinkedIn: https://www.linkedin.com/in/paul-moore-3255924/ Twitter: https://twitter.com/PaulMooreInvest Instagram: https://www.instagram.com/paulmooreinvest/?hl=en Connect with Nico Salgado! Website: www.smallaxecommunities.com Facebook: https://www.facebook.com/nicosalgado456, Podcast: https://podcasts.apple.com/us/podcast/small-axe-podcast/id1528971543 LinkedIn: https://www.linkedin.com/in/nicosalgado456/ Spotify: https://open.spotify.com/show/6edqbvXc6JCXuSg2lbSJeD YouTube: https://www.youtube.com/@nicosalgado1753 Amazon: https://www.amazon.com/-/es/dp/B08K4T9YTH

What are RV Parks, and why are they a compelling asset class right now? In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Paul Moore as he talks about RV Parks. What are the current trends and opportunities in this new type of asset class?  Paul's decades of experience in real estate investing helps provide a value driven perspective in this type of investment.     Here's what you will expect in this episode: Big picture thoughts on FUD from investors On finding undervalued assets On RV Parks as a compelling asset class Finding the right operators for projects Trends in RV Camping since COVID Impact of remote work revolution An RV sharing platform Types and Classifications of RV Parks RV Amusement Parks with activities Value Adding opportunities in RV Park space. Profile of RV Park owners On typical operations for parks Preferred locations for RV Parks On balancing asset allocations On RV gas mileage and affordability Advice on entering this type of investment.   About Paul Moore: Paul Moore is the Founder and Managing Partner of Wellings Capital. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They scaled and sold the company to a publicly traded firm five years later. After a brief “retirement” in his early 30s, Paul began investing in real estate in 1999 to protect and grow his own wealth. He completed over 85 real estate investments and exits, appeared on HGTV's House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus on commercial real estate in 2011. Paul is married with four children and lives in Central Virginia. Paul Moore Links: Website: https://www.wellingscapital.com/resources   Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Paul Moore is a returning guest to Real Estate Investing Abundance.   Paul has launched multiple investment and development companies.  He completed over 100 commercial and residential investments. He has appeared on HGTV, contributed to Fox Business, The Real Estate Guys Radio, and is a regular contributor to BiggerPockets.  He is the co-host of the wealth-building podcast, How to Lose Money.  Paul is the author of two publications: Storing Up Profits – Capitalizing on America's Obsession with Stuff by Investing in Self-Storage, and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing.Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm. Main Points:Tell us about your RV Park Special Report (released in January 2023). Why did your firm add RV Park investing to your portfolio? Why are multifamily investors turning to RV parks, self-storage, and mobile home parks for double-digit returns in this turbulent environment? Tell us why you're passionate about generating funding to fight human trafficking and rescue its victims. Why is it important for investors, entrepreneurs, and executives to find their “big why”? Many investors are sitting on the sidelines right now. How is Wellings Capital navigating this economic downturn?Connect with Paul Moore: Get a free copy of our RV Park Special Report by going to our Resources Link at www.wellingscapital.com/resourcespaul@wellingscapital.com

On today's episode, Dr. Mark Costes continues his interview with Paul Moore, the Managing Partner at Wellings Capital. This is Part 2 of their discussion on boring investments and true wealth. Building on the insights shared in Part 1, Dr. Costes and Paul Moore explore the concept of protecting the downside in investments. They delve into strategies for minimizing risk and maintaining a resilient portfolio. Additionally, they delve into the fascinating notion of investing in the "unseen realm" – ventures that may not have an immediate or apparent return on investment but contribute to long-term fulfillment and happiness. Join Dr. Costes and Paul Moore as they conclude their conversation, revealing the hidden potential and wealth-building opportunities in overlooked investment avenues. Before diving into Part 2, make sure to listen to Part 1 of this thought-provoking interview. EPISODE RESOURCES www.wellingscapital.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, Dr. Mark Costes interviews Paul Moore, the Managing Partner at Wellings Capital. In this insightful discussion, they explore the concept of boring investments and how they can lead to true wealth. Paul Moore shares his expertise in passive commercial real estate investing and highlights the benefits of investing in seemingly mundane opportunities. They discuss the importance of considering the potential downside and protecting against losses, shifting the focus from "how much could I make" to "how much could I lose." The conversation delves into the unconventional idea of investing in happiness and the "unseen realm" that may not have an apparent return on investment. Join Dr. Costes and Paul Moore as they uncover the hidden opportunities and strategies for building wealth through overlooked investment avenues. Make sure to listen to Part 1 of this engaging interview to gain valuable insights from Paul Moore's expertise. Stay tuned for Part 2, where they continue their discussion on building wealth through boring investments. EPISODE RESOURCES www.wellingscapital.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

RV parks represent a growing and profitable segment of the CRE universe, but it's hard to find and information on investment opportunities. Paul Moore, founder of Wellings Capital, joins Andy Hagans to discuss why RV parks are "a little bit undiscovered." Show notes: https://wealthchannel.com/2023/06/paul-moore-149/

The Commercial Real Estate Academy podcast was created to demystify the commercial real estate industry for the masses. During our weekly episodes, we interview industry experts on a host of different commercial real estate-related topics. Through these interviews, we hope to arm you with the knowledge, references, and tools you'll need to confidently pursue commercial real estate opportunities as a business owner and/or an investor. Raphael Collazo and Jeff Walston are excited to introduce their guest for this week! In today's episode, we hosted Paul Moore, Managing Partner and Founder at Wellings Capital, for a lively conversation about how he analyzes opportunities in RV Parks. ▶️ During our conversation, we explored topics such as: • The value proposition of Wellings Capital, • How he analyzes opportunities in RV Parks, • What value-added opportunities are there in RV Parks, • What he believes the future of the industry is, • As well as much more... ▶️ If you're interested in learning more about Paul, feel free to reach out to him via the following links: ▶ LinkedIn: https://www.linkedin.com/in/paul-moore-3255924/ ▶ Website: https://www.wellingscapital.com/ ▶ Email: paul@wellingscapital.com Below I've provided links to books that were referenced during the episode: 1. The ONE Thing - https://www.amazon.com/ONE-Thing-Surprisingly-Extraordinary-Results/dp/1885167776 If you find value in these episodes, please SUBSCRIBE and don't forget to leave us a 5

On today's episode of The Dentalpreneur Podcast, Dr. Mark Costes interviews Paul Moore of Wellings Capital. Paul is a real estate expert and founder of Wellings Capital, a company that specializes in real estate investments. In this episode, Mark and Paul delve into the world of real estate investments and discuss when is the right time to invest, the various strategies involved, and the opportunities that can be leveraged in real estate investments. They also touch upon some strange investment opportunities and the importance of being proactive in the real estate market. Join Dr. Mark Costes and Paul Moore as they share their expertise and insights on real estate investments. Tune in to this episode and get ready to take your real estate game to the next level! EPISODE RESOURCES www.wellingscapital.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In today's #Highlights episode, Paul Moore, Fernando Angelucci, Jacob Vanderslice, and Scott Krone takes us back to the best episodes and takeaways about the lending environment. Paul discusses with Whitney the challenges in finding deals and the many opportunities to add value in self-storage. Moving forward, Fernando talks about how self-storage is adapting to technology and why it remains to be an attractive investment opportunity. Meanwhile, Jacob shares the benefits of being in the self-storage space during the pandemic and Scott reminds us that aside from the market, we should also worry about the level of competition in the space.Tune in now and get access to the best tips in the self-storage space just for free!Key Points From This Episode: The number of self-storage facilities in the US and how did it give opportunities.How do you find value in self-storage and how that can grow your wealth?Why self-storage has been slow to adapt to technology but has still remained to be an attractive investment opportunity.The competition in the self-storage industry and how is it divided into two brackets: REITs or pseudo-REITs, and independent operators.What are the benefits of self-storage during pandemic?The challenges of operating a fund and the risks of not being able to deploy capital.Why is competition the biggest hurdle in self-storage?Links Mentioned in Today's Episode:Paul Moore on LinkedInFernando Angelucci on LinkedInJacob Vanderslice on LinkedinScott Krone on LinkedIn About Paul MoorePaul Moore is the Founder and Managing Partner of Wellings Capital. Paul entered the real estate sector, where he completed 85 real estate investments and exits, appeared on an HGTV Special Real Estate episode, rehabbed and managed dozens of rental properties, developed a waterfront subdivision, and started two successful online real estate marketing firms. About Fernando AngelucciFernando Angelucci is founder and presidVISIT 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

Join Nick Lamagna as he sits down with guest Paul Moore, one of the most seasoned and experienced real estate investors to date on the show.  Paul is the author of such books as "The Perfect Investment" and "Storing Up Profits," published by the world famous BiggerPockets, as well as being featured on HGTV's House Hunter's Paul is now best known as the Founder and Managing Partner of Wellings Capital who Help high earners and high net worth individuals protect and grow their wealth through passive commercial real estate with a heavy focus on self storage units. Paul has done it all from fix and flips, selling waterfront lots, oil and gas, mobile home parks and more and brings a lifetime of experiences to keep you from wasting time and losing money on your journey to financial freedom. You will not want to miss this incredible individual share his knowledge. Topics for this episode include: ✅ How to lose money in Real Estate ✅ Why are Self Storage Units A Good Asset Class To Invest In ✅ How Shiny Object Syndrome can cost you your health and money ✅ How to invest in changing real estate market cycles ✅ How real estate is the best way to protect your money against inflation ✅ Fighting Human Trafficking  ➡️ More! See the show notes to connect with Paul Text Nick today to do some real estate deals together whether you are new or experienced at (516) 540-5733  --- Connect with Paul: https://www.wellingscapital.com/ https://www.wellingscapital.com/resources Paul's Book "Storing Up Profits" Here --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers