Vish Muni | Real Estate Background

• Founder of PGL Properties, a multifamily firm that syndicates Class B and C properties.
• Portfolio: GP of 432 units. LP of 695 units.
• Based in: Belton, TX
• Say hi to him at:
• www.pglpropertiesllc.com
• Instagram: munivish
• Linkedin: linkedin.com/in/vishmuni
• Best Ever Book: Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes by Tom Wheelwright

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

What if you could simplify the complex strategies of investing? Chris Larsen, Founder of Next-Level Income, shares how you can create a basic and repeatable method to streamline your business. He also discusses mindset hacks and how to form a clear vision for your future.

Chris Larsen | Real Estate Background 

• Previous episode: JF2370: The Challenges Of Starting And Scaling A Syndication With Chris Larsen #SituationSaturday
• Founder and Managing Partner of Next-Level Income,
• Portfolio: GP of 3,000 doors. LP of 15 properties.
• Based in: Asheville, NC
• Say hi to him at: www.nextlevelincome.com

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

In part two of our interview with Glenn Kukla, CEO of Kukla Capital Partners, Glenn answers audience questions about pivoting his business during the 2008 recession, the most creative ways he’s found deals, and his ultimate strategy for networking.

Glenn Kukla | Real Estate Background

• CEO of Kukla Capital Partners, a real estate development company and investment fund.
• Portfolio: $4M in net value. Over $50M in real estate projects he has developed and/or financed.
• Grown and privately held his investment fund over 40% annually since 2009.
• Based in: Cincinnati, OH
• Say hi to him at: LinkedIn

Listen to part one of this series here: JF2729: 2 Effective Ways to Work with Lenders During a Recession ft. Glenn Kukla

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Are you getting good advice from your insurance broker? Do you have the right coverage for your properties? Insurance broker J.T. Lynch reveals five common mistakes investors make when dealing with multifamily insurance, and how to properly select and dissect a plan.

J.T. Lynch | Real Estate Background

• Broker at Ramey King Insurance, which is a full service, private insurance agency. They have specialized in multifamily insurance for over 35 years nationwide.
• 4 years of RE experience.
• Based in: Denton, TX
• Say hi to him at:
• Rameyking.com
• jtlynch@rameyking.com
• LinkedIn
• Best Ever Book: The Richest Man in Babylon by George S. Clason

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

You’re offered a deal that will double your investment. Sounds good, right? But there’s a drastic difference between having your money doubled in three years versus 15 years. Today, Travis Watts shares the time value of money and how to calculate if the returns on a deal will fit in with your desired timeline.

Want more? We think you’ll like this episode: JF1957: Save Time & Make Money By (Smartly) Putting Your Money To Work with Dan Kryzanowski

Check out more episodes of the Actively Passive Investing Show here!

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

How do you pursue sellers who are on the fence about selling their property? Akam Ahmedi, co-founder of Invest Capital, shares his successful follow-up strategy that has helped him close on three multifamily properties, one of which took two years to close. Akam divulges how he found these off-market deals, along with the details of these properties.

Akam Ahmedi | Real Estate Background

• Co-founder of Invest Capital, which specializes in acquiring off-market opportunities by going direct to seller and buying properties at highly favorable prices and terms. They value-add Class A and B areas, aim to refinance within two to three years, and give their investors their original principal back.
• Portfolio: GP of 240 units; $30M in AUM.
• Five years of real estate experience — entered multifamily one year ago.
• Based in: Washington, D.C.
• Say hi to him at: www.investapts.com | Socials: https://shor.by/xiOM

Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

After spending 15 years focused on single-family properties, Marcus Long took the leap to enter multifamily as a passive investor. Fast forward, and he now is General Partner of 183 units and Limited Partner of 215 units. In this episode, Marcus shares the challenges he faced when transitioning from single-family to multifamily and how he achieved his success.

Marcus Long | Real Estate Background

• Founder of Long Legacy Capital. He primarily focuses on 100+ unit Class B/C value-add properties with project scopes that allow for cash flow to commence in the first year and currently plan for 3-7 year hold periods.
• Portfolio:
• GP of 100-unit in Pryor, OK; 75-unit in College Station, TX; and an 8-unit (short term rental conversion) in Arlington, TX.
• LP of 24-unit mobile home park in Canon City, CO; 103-unit in Mobile, AL; and 88-unit in Tulsa, OK.
• Based in: Cheltenham, England
• Say hi to him at: www.alonglegacy.com | IG: @alonglegacyrei
• Best Ever Book: The Hands-Off Investor by Brian Burke

Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

 Real estate developer Glenn Kukla had closed one of his biggest deals when the 2008 recession hit. Unable to pay his mortgage, Glenn worked out a strategy to help stay afloat and survive the economic downturn. In this episode, Glenn shares his tips for working with lenders during a recession.

Glenn Kukla | Real Estate Background

• CEO of Kukla Capital Partners, a real estate development company and investment fund.
• Portfolio: $4M in net value. Over $50M in real estate projects he has developed and/or financed.
• Grown and privately held his investment fund over 40% annually since 2009.
• Based in: Cincinnati, OH
• Say hi to him at: LinkedIn

Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Kyle Mitchell, Founder of Limitless Estates and Managing Partner of Vertical Street Ventures, returns to the Best Ever Show to share his insight on multifamily asset management. In this episode, he details the importance of having a good asset manager and how to create an efficient, scalable business using this role.

Kyle Mitchell | Real Estate Background

• Previous Episode: JF1784: Doing First Multifamily Syndication Only Eight Months In with Kyle Mitchell
• Founder of Limitless Estates and Managing Partner of Vertical Street Ventures, a real estate company focused on multifamily investing. Also the best-selling author of Best in Class.
• Portfolio: GP of $107M in AUM. 
• Based in: Scottsdale, AZ
• Say hi to him at: LinkedIn | https://limitless-estates.com
• Best Ever Book: Who Not Now by Dan Sullivan

Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

David Robinson | Real Estate Background

• Managing Partner at Canova Capital, a multifamily investment firm.
• Portfolio:
• GP of 162-unit (Kansas City, MO), 72-unit (Mentor, OH).
• JV of 14-unit (Orem, UT).
• LP of 94-unit syndication (Mesa, AZ).
• 18 years of experience as a broker.
• Based in: Salt Lake City, UT
• Say hi to him at:
• www.canovocapital.com
• Linkedin
•  Facebook
•  Instagram

Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th.

In this episode, David Toupin—CEO of Real Estate Lab, a multifamily real estate software company—shares his social media hacks to help grow your real estate business.

Register for the Best Ever Conference here: www.besteverconference.com

Check out David’s previous episode on the podcast: JF2039: Experience Shouldn’t Stop You From Starting With David Toupin

Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

What are the benefits of investing in the light industrial sector? In this episode, Kim Hopkins—Principal at Iron Peaks Properties LLC—shares the ins-and-outs of this asset, including how she sources and underwrites these deals, finds good tenants, selects good property managers, and more!

Kim Hopkins | Real Estate Background

• Principal at Iron Peak Properties LLC, which specializes in multi-tenant light industrial.
• Portfolio: GP of over 300,000 sq. ft. of multi-tenant light industrial in Oregon, Washington, Utah, and Texas. LP of a multifamily syndication.
• Based in: The mountains in Flagstaff, AZ, and the desert in Scottsdale, AZ.
• Say hi to her at: www.ironpeakproperties.com | LinkedIn | info@ironpeakproperties.com
• Best Ever Book:
• The 12 Week Year by Brian P. Moran
• Who Not How by Dan Sullivan

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

How do you grow a good relationship with your investors? Margaret Kozlark, co-founder of investment firm Noblivest, shares three tips that have helped her connect with investors, and in turn, finance her deals.

Margaret Kozlark | Real Estate Background

• Co-founder of Noblivest, which helps investors build their wealth for noble causes, such as spending more time with family, volunteering in their community, and more. They are mainly focused on multifamily syndication. Down the line, they hope to expand into other asset classes such as self-storage and mobile home parks.
• Portfolio: GP of 111 units and LP of 1,000 units.
• Based in: Fairfield County, CT
• Say hi to her at:
• https://noblivest.com/
• Facebook: https://www.facebook.com/noblivest
• Instagram: @Noblivest
• LinkedIn: https://www.linkedin.com/in/margaret-kozlark-69104312/
• margaret@noblivest.com
• Best Ever Book: The Power of Moments by Chip Heath

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

In this episode, Sam Bates—CEO and Founder of Bates Capital Group—shares the advantages of investing in mixed-use developments. He also walks us through the details of his first commercial development deal, the challenges he’s faced, and how he scaled his business to $190M in AUM.

Sam Bates | Real Estate Background

• Founder and CEO of Bates Capital Group, which syndicates commercial assets.
• Portfolio: ~$190M in AUM.
• Based in Dallas, Texas
• Say hi to him at: Batescapitalgroup.com | sam@batescapitalgroup.com
• Best Ever Book: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

How do you gain credibility as a new investor? Amy Sylvis, an active investor in multifamily, developed a strategy that helped her close four deals within the first six months of her entering the commercial real estate space. In this episode, Amy shares how she sourced these deals and the methods she uses to build trust with investors and partners.

Amy Sylvis | Real Estate Background

• Founder of Sylvis Capital which buys large multifamily complexes in emerging markets throughout the U.S. with their investors.  They focus on Class B properties with a value-add component.
• Portfolio: GP of a total of 434 units: 
• 276 units in Evansville, IN
• 20 units in Huntsville, AL, 
• 58 units Clarksville, TN, 
• 80 units in Augusta, GA.
• Took her close to 10 years to enter the CRE multifamily space due to her cystic fibrosis. Has now been on the GP side of CRE for seven months.
• Based in: Los Angeles, CA
• Say hi to her at: www.thequattroway.com/amysylvis | www.sylviscapital.com | LinkedIn: https://www.linkedin.com/in/amysylvis/
• Best Ever Book: The Creature from Jekyll Island: A Second Look at the Federal Reserve by G. Edward Griffin.

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Are you interested in entering the commercial real estate development space but have no idea what to expect on your first deal? Return guest John McNellis walks us through different financial scenarios you might encounter on your first deal, their outcomes, and how to best set yourself up for financial success.

John McNellis | Real Estate Background

• Principal with McNellis Partners, a commercial development firm he co-founded in the mid-1980s in northern California.
• Previous Episode: JF2470: How to Develop Shopping Centers with John McNellis
• Portfolio: 80+ projects.
• Author of Making it in Real Estate: Starting Out as a Developer.
• Based in: Palo Alto, CA
• Say hi to him at: https://mcnellis.com/

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th.

In this episode, Ryan Gibson—CEO and co-founder of Spartan Investment Group—shares the top 10 questions you should ask an operator before investing in a deal.

Register for the Best Ever Conference here: www.besteverconference.com

Check out Ryan’s previous episodes on the podcast:

• JF1226: Why Investor Relations Are Paramount & How To Keep Investors Happy with Ryan Gibson
• JF1882: How To Grow Your Investor Base & Keep Them Happy with Ryan Gibson

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Will multifamily perform well in 2022? To answer this question, Travis researches and shares market highlights from the first quarter of 2022, focusing on what trends passive investors can expect in multifamily moving forward.

Want more? We think you’ll like this episode: JF2714: Survive Any Market Cycle: 4 Ways to Diversify Your Assets ft. David McAlvany

Check out past episodes of the Actively Passive Investing Show here!

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Jacob Garza believes that no one will manage your properties better than yourself. As GP of over 2,000 units, and also co-founder of a property management company, Jacob has been able to follow this advice and scale his portfolio over the last 10 years. In this episode, Jacob shares his strategies for self-managing his rental properties and how he was able to grow his businesses. 

Jacob Garza | Real Estate Background

• Co-founder of REEP (Real Estate Equity Partners) which focuses on acquiring under-performing, income-producing, multifamily investment opportunities in Texas.
• Portfolio: GP of 2,374 units worth over $274M.
• REEP is currently celebrating their 10th anniversary.
• Based in: San Antonio, TX
• Say hi to them at: REEP Equity  https://reepequity.com/ | REEP Management: https://reepmanagement.com/
• Best Ever Book: Good to Great: Why Some Companies Make the Leap and Others Don't by Jim Collins

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

When Josi Heron acquired her first value-add apartment complex, there were many unexpected difficulties that arose, mainly surrounding the tenants. Navigating these issues was no easy process, and in this episode, Josi shares how she turned around the culture within the property. She also discusses how she finds her deals, what systems she uses to run her analytics, and how she plans to scale her business. 

Josi Heron | Real Estate Background

• CEO of Waypoints Equity, a real estate investment firm specializing in multifamily properties with a focus on Class B and C properties.
• Portfolio: GP of 350+ units primarily in the Midwest.
• Based in: Louisville, Colorado
• Say hi to them at: WaypointsEquity.com | josi@waypointsequity.com | LinkedIn: Josie Heron, Waypoints Equity | Facebook | Instagram | YouTube
• Best Ever Book: The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Erik Hemingway traveled the world with his family for years. They’ve lived in Costa Rica, sailed through the Mediterranean, and sailed across the Atlantic Ocean. All of their travels were made possible because of Erik’s passive income from self-storage. In this episode, Erik shares his strategy for locating self-storage deals, assessing the market, and analyzing the risk on these deals.

Erik Hemingway | Real Estate Background

• Founder of Nomad Capital which focuses on heavy value-add properties, bringing an in-house general contractor component to projects such as self-storage conversions, ground up development, boutique hospitality, and commercial retail asset classes.
• Portfolio: $35M in CRE, primarily in self-storage properties.
• Erik used passive investing to leave the ‘9-5’ life and take his family on adventures, including living in Costa Rica for 1.5 years and sailing through the Mediterranean and across the Atlantic Ocean.
• Based in: Wilmington, NC
• Say hi to him at: www.nomadcapital.us | erik@nomadcapital.us
• Best Ever Book: Traction: Get a Grip on Your Business by Gino Wickman

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

What if you could minimize the risks to your investments? In this episode, David McAlvany, CEO of the mobile app Vaulted, shares why diversifying your assets with precious metals can provide stability during market dips, rising interest rates, inflation, and more. 

David McAlvany | Real Estate Background

• CEO of the McAlvany Financial Group which consists of McAlvany ICA (precious metals advisory firm), McAlvany Wealth Management (an SEC-registered investment advisor), and Vaulted (mobile app for investing in allocated and deliverable physical gold).
• A key pillar of McAlvany Wealth Management’s strategy is centered around hard assets and global real estate (specialty, niche commercial property with tight supply/ demand characteristics. Also tend to generate portfolio income.)
• Based in: Durango, CO
• Say hi to him at: https://vaulted.com/ | https://davidmcalvany.com/ | https://mwealthm.com/

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Dr. Chander Mishra | Real Estate Background

• Founder and CEO of Blue Ocean Capital which invests in value-add multifamily assets in primary markets, currently concentrating in DFW.
• Portfolio: GP of over 1,800 units. LP of over 3,000 units.
• Works full-time as a physician and anesthesiologist specializing in cardiac and transplant anesthesia.
• Based in: Colleyville, TX
• Say hi to him at: http://www.bluoceancap.com/
• Best Ever Book: The Happiness Advantage: How a Positive Brain Fuels Success in Work and Life by Shawn Achor

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th.

In this episode, Jilliene Helman—CEO and Founder of RealtyMogul—shares seven lessons she learned while managing her real estate business during the pandemic.

Register for the Best Ever Conference here: www.besteverconference.com

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

How will the events of 2021 affect your investments in 2022? In this episode, Travis reviews the variables that may make you rethink how you invest this coming year, including the pandemic, government actions, supply and demand, inflation, and more.

Want more? We think you’ll like this episode: JF2637: Sued for $68M: Cautions of Inflation and Risk Appetite with Ted Greene #SkillsetSunday

Check out past episodes of the Actively Passive Investing Show here!

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Mike Deaton and his wife, Ligia Deaton, began their real estate career by flipping land and soon expanded their portfolio to include multifamily. In this episode, Mike shares how he chose his commercial real estate markets, successfully pitched to investors, and the success-mindset that kept him going.

Mike Deaton | Real Estate Background

• Co-founder of Deaton Equity Partners which acquires and operates multifamily properties as a complement to their land business, combining real estate professional status, passive income, and tax benefits.
• Portfolio: 800 units as GP. 381 units as LP. 168 units as Key Partner.
• Based in: Woodland Park, Colorado
• Say hi to him at: www.deatonequitypartners.com | FB: Deaton Equity Partners | LinkedIn: https://www.linkedin.com/company/deaton-equity-partners
• Best Ever Book: Mindset: The New Psychology of Success by Carol S. Dweck

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Multifamily and self-storage development can be stressful to navigate. For Dallon Schultz, it became even more complicated when he had to juggle both his real estate business and his full-time job in the medical field. In this episode, Dallon shares his success habits for ground-up development and best practices for scaling your business.

Dallon Schultz | Real Estate Background

• Founder/Owner of REV Equity Group LLC which focuses on investing in apartments and self-storage assets.
• Portfolio: GP of $6.5M multifamily development in Arizona and a 140 space RV and Self Storage development.
• Hosts a multi-state monthly meetup to bring those looking to scale their existing portfolio or those interested in learning how to become actively involved.
• Based in: Phoenix, AZ
• Say hi to him at: http://investwithrev.com/ | FB: REV Multifamily Meetup | IG: @revmultifamily | dallon@revequitygroup.com
• Best Ever Book: Best Ever Apartment Syndication Book by Joe Fairless

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss