Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.

In this episode, Travis walks through a three step process to design an optimal lifestyle. By analyzing your life to identify its pains and pleasures, you can use passive income to amplify the former and minimize the latter. 

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Curious about the secrets behind building an engaged community that supercharges your investment journey? Look no further. Join us as we unlock the vault of capital raising expertise and community cultivation with Colm McEvilly. Get ready to dive deep into the art of strategic decision-making and the transformative power of community connections in the dynamic landscape of commercial real estate.

Key Takeaways:

• The Crucial Role of Decision-Making Processes: Colm emphasizes the significance of evaluating deals, risk assessment, and aligning investments with personal goals, offering listeners a comprehensive framework for making informed investment decisions.
• The Power of Building a Community: Colm shares personal experiences of how local meetups and virtual networks can provide a platform for knowledge exchange, relationship-building, and fostering trust among investors.
• Art and Science of Capital Raising: Colm provides a behind-the-scenes look at how capital raisers connect accredited investors with investment opportunities. He explains various compensation structures and the importance of clear communication with investors. 
  

Colm McEvilly | Real Estate Background

• Investor advocate at TGA Investment Partners, which focuses on long-term hold investments.
• Portfolio:
  • 24 syndications: 7 passive, 10 active
  • A few exits

• Based in: Sacramento, CA
• Say hi to him at: 
  • tgaip.com
• Best Ever Book: The Will to Change by Bell Hooks
• Greatest Lesson: Version One is better than Version None. You can't course correct if you are not on course.

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Are you missing out on lucrative opportunities in the world of commercial real estate? Join Ash Patel as he unlocks the secrets of farmland and timberland investing with Carter Malloy, the CEO of AcreTrader. Discover how these often-overlooked asset classes can offer stability and unique benefits for savvy investors looking to diversify their portfolios. From the surprising lack of competition to the strategies for identifying prime land for cultivation or development, this conversation reveals essential insights for commercial real estate enthusiasts.

Key Takeaways:

• Diversification Beyond Traditional Real Estate: Learn how farmland and timberland investing offer an alternative investment avenue, providing stable returns and low volatility compared to other commercial real estate assets.
• Operational and Risk Factors: Understand the nuances of investing in land, including factors such as location, crop types, climate risks, and tenant dynamics, which can significantly impact investment outcomes.
• Technology and Transparency: Explore how platforms like AcreTrader are revolutionizing the farmland investment landscape, providing data-driven insights, easy access, and reduced barriers for investors interested in this unique asset class.

Carter Malloy | Real Estate Background

• CEO and founder of AcreTrader, a farmland investment platform where accredited investors can fractionally own shares of farmland.
• Portfolio:
  • Row crops
  • Permanent crops
  • Timberland
• Based in: Fayetteville, AR
• Say hi to him at: 
  • acretrader.com
  • acres.com
• Best Ever Book: No Rules Rules by Reed Hastings
• Greatest Lesson: Be patient with your deals, and hold long enough to maximize profits.

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Joseph DelleFave, a seasoned real estate investor, takes us deep into the world of creative financing strategies for commercial real estate investors. Joseph shares his expertise on finding and structuring deals using unique methods that often fly under the radar. He covers a range of topics from leveraging Facebook groups to generate off-market leads to the intricacies of non-recourse debt and land trusts. This episode is a goldmine of practical advice for commercial real estate investors looking to expand their toolkit and capitalize on unconventional financing opportunities.

Key Takeaways:

• Leveraging Facebook Groups for Off-Market Leads: Joseph reveals his approach to sourcing off-market leads by tapping into the power of Facebook groups, enabling him to target any market across the country quickly and efficiently. With a well-crafted message, Joseph generates free leads by posting in these groups and engaging with potential sellers.
• Unlocking the Potential of Creative Financing: Joseph delves into the world of creative financing, a strategy that enables investors to acquire properties without the traditional hurdles of bank loans or cash purchases. He discusses the importance of non-recourse debt and explains how he structures deals to retain the seller's mortgage in their name. Joseph also sheds light on the benefits of using land trusts for privacy and legal protection.
• Navigating Challenges and Opportunities: The conversation explores the potential challenges and benefits of creative financing. Joseph shares his insights on addressing seller concerns, dealing with lenders, and educating title companies and attorneys. He emphasizes the significance of transparent communication and the role of legal experts to ensure smooth transactions and avoid pitfalls.
  

Joseph DelleFave | Real Estate Background

• Co-creator of the Creative Finance Playbook
• Portfolio:
  • Rent-to-own homes
• Based in: Tampa, FL
• Say hi to him at: 
  • creativefinanceplaybook.com
• Best Ever Book: Think and Grow Rich by Napoleon Hill
• Greatest Lesson: So many of your biggest challenges are mental. If you can free yourself of those struggles, you can really start to harness your potential.

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Ever wondered how to effectively manage your rental properties while sipping margaritas on a tropical beach or serving overseas? Get ready to unlock the secrets of remote property management with Dave Spooner, co-founder of Innago. From handling vacation getaways to military deployments, Dave spills the beans on strategies to successfully self-manage your commercial real estate investments.

Key Takeaways:

• Effective Remote Management Techniques:
  • Dave emphasizes the importance of having boots on the ground when you're unable to physically manage your properties.
  • He explains how Innago's platform facilitates remote property management by enabling users to give access to trusted individuals, coordinating maintenance, handling tenant inquiries, and more.
• Prioritizing Tenant Experience and Communication:
  • Dave highlights the common mistake of landlords neglecting tenant communication and its impact on tenant satisfaction.
  • He offers insights into maintaining strong tenant relationships through transparent communication, setting expectations, and even thoughtful gestures like providing cleaning supplies or gift cards.
• Tailoring Management to Specific Scenarios:
  • With scenarios ranging from vacation trips to military deployments, Dave explains how Innago adapts to different property management needs.
  • He discusses the importance of having a reliable representative on the ground and how Innago's multi-user access feature supports remote management by granting controlled access to designated individuals.

Dave Spooner | Real Estate Background

• Co-founder of Innago
• Portfolio:
  • 8 units, two triplexes and a duplex in Cincinnati area
• Based in Cincinnati, OH
• Say hi to him at: 
  • Facebook
  • Twitter
  • Innago.com

• Best Ever Book: Every Landlord's Tax Deduction Guide by Stephen Fishman
• Greatest Lesson: Learn to delegate, trust that others are even better than you are!

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Are you confident you're not unintentionally stepping into legal quicksand while raising capital for your real estate ventures? Join us in this episode as we unravel the intricacies of capital raising and joint ventures in the world of commercial real estate. Securities attorney Nic McGrue sheds light on the critical nuances, dispels common myths, and reveals strategies to ensure your investments are both lucrative and legally sound.

Key Takeaways:

• Demystifying Securities Laws: Nic breaks down the triggers for securities regulations and underscores the importance of compliance, providing a roadmap to navigate this complex landscape with confidence.
• Joint Ventures vs. Syndications: Uncover the real differences between joint ventures and syndications, understanding how each structure impacts decision-making, investor relations, and risk mitigation.
• Strategies for Success: Learn ingenious methods to entice investors, from exclusive perks to stress-testing deal numbers, ensuring you're prepared for both favorable and challenging scenarios.

Nic McGrue | Real Estate Background

• Securities attorney at Polymath Legal PC
• Portfolio:
  • Helped with over $2B worth of transactions and raises
• Based in: Inglewood, CA
• Say hi to him at: 
  • polymathlegal.com
• Best Ever Book: Limitless by Jim Kwik
• Greatest Lesson: Keep going.

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Ready to unlock the secrets of successful retail outparcel investments? Join us as Slocomb Reed sits down with Josh Weiner, a seasoned commercial real estate professional specializing in retail outparcel leasing and sales. Together, they dive deep into the world of outparcel investment strategies, revealing how both tenants and landlords can maximize their returns in the competitive retail sector.

Key Takeaways:

• Factors Influencing Outparcel Appeal: The size of the outparcel is crucial, with ideal sizes ranging from half an acre to two acres. Visibility and access play a significant role in the desirability of an outparcel, with high-traffic locations commanding higher rents. Understanding the local market comps and zoning regulations helps investors make informed decisions about potential outparcels.
• Strategies for Tenant-Landlord Alignment: Tenants' preferences for ground leases or purchases are often based on their business plans and capital conservation goals. National brands like Starbucks and Chipotle may opt for build-to-suit arrangements, while publicly traded companies often choose ground leases to manage immediate financial reporting.
• Market Demand and Cycle Effects: Despite the market's cyclical nature, the demand for outparcels remains robust, driven by post-COVID recovery and steady business expansion plans. Outparcels located in high-traffic areas with strong visibility continue to attract tenant interest, supporting long-term investment prospects.

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Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.

It shouldn’t be a surprise to hear that the middle income is shrinking. Gross incomes over the past 50 years have not increased at the same rate as real estate and the overall cost of living. But having an investing versus a saving mentality can protect you in the longterm from falling behind. In this episode, Travis dives into the statistics from the past 50 years to show the eroding effect of inflation.

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Ever wondered how a military background could shape a successful commercial real estate journey? Get ready to dive into the captivating story of Michael Barnhart, co-founder of AdventurousREI. From Air Force officer to savvy real estate investor, Michael shares how he and his partner managed properties while globe-trotting, tackled unexpected challenges, and achieved remarkable success in the world of commercial real estate.

Key Takeaways:

• The Power of Networking and Mentorship: Michael emphasizes the importance of networking and mentorship in real estate success. He found his mentor by attending virtual networking events and openly sharing his investment goals, leading to invaluable guidance and partnership opportunities.
• Effective Property Management Strategies: Michael reveals insights into managing properties efficiently, particularly during challenging situations. From handling multiple issues simultaneously to implementing daily routines and using project management tools, he highlights the importance of organization and staying adaptable.
• Balancing Business and Personal Relationships: Michael and his spouse work together in both business and personal capacities. He offers advice on maintaining a successful partnership, including defining clear roles, staying in one's "swim lane," and fostering open communication to ensure harmony in both aspects of life.

Michael Barnhart | Real Estate Background

• Founder of Adventurous Real Estate Investors
• Portfolio:
  • 604 Multifamily Units and Short Term Rentals
• Based in: Dayton, OH
• Say hi to him at: 
  • adventurousREI.com/info
• Best Ever Book: The Slight Edge by Jeff Olson
• Greatest Lesson: Mentors are the key to growth.

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Ready to unlock the secrets of real estate syndications and take your investment game to the next level? With nearly $3 billion of security offerings drafted under her belt, Kim spills the beans on setting up syndications, compliance mastery, and strategies for syndicating with success. From newbie investors to seasoned pros, get ready to revolutionize your syndication approach!

Key Takeaways:

• Learning the Rules of Syndication: Kim's analogy of learning to drive shines a light on the importance of mastering the legal rules of syndication to confidently navigate the landscape and drive deals to success.
• Preferred Returns and Deal Analysis: Delve into the world of preferred returns with Kim and discover the magic number for cash-on-cash returns that makes investors sit up and take notice — it's not what you think!
• Long-Term Hold Strategies: Uncover the wisdom behind aligning investor interests with realistic hold periods, and get the lowdown on market shifts that are influencing syndicators' strategies.

Kim Lisa Taylor | Real Estate Background

• Securities attorney and founder of Syndication Attorneys
• Portfolio:
  • $2.75B+ in securities offerings drafted for clients
• Based in: FL
• Say hi to her at: 
  • syndicationattorneys.com
• Best Ever Book: How to Raise Capital for Real Estate Legally by Kim Lisa Taylor and The 1-Page Marketing Plan by Allan Dib
• Greatest Lesson: Every one of our clients needs a real estate coach!

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Ever wondered how a rocket scientist turned real estate syndicator cracks the code of profitable commercial real estate investments? In this episode, Slocomb Reed sits down with Chad Zdenek, an industry veteran who's leveraging his out-of-this-world background to navigate the complexities of the market and share his invaluable insights with listeners.

Key Takeaways:

Diverse Market Strategies for Success:

• Chad Zdenek emphasizes the significance of investing in the right markets and building solid partnership teams to succeed in commercial real estate.
• By choosing partners based on their local expertise, Chad has ventured into markets such as Texas, Alabama, Florida, North Carolina, and Southern California. He explains how trusting the right teams has enabled him to tackle various challenges and navigate different markets effectively.

Balancing Risk and Return with Value-Add Investments:

• Chad shares how his background in construction has driven his focus on value-add opportunities. He discusses the importance of a value-add component in uncertain markets, providing a buffer against market fluctuations and creating forced appreciation.
• He offers insights into the need to be cautious with debt, especially in the current market environment. Chad highlights the benefits of securing longer-term fixed debt and leveraging interest rate caps to mitigate risks.

Taking a Holistic Approach to Investment Metrics:

• Chad offers a fresh perspective on investment metrics, stressing the need to consider risk profiles alongside return percentages. He explains how a lower IRR deal can sometimes outperform a higher IRR deal due to various market dynamics and assumptions.
• He shares the importance of diversification within real estate asset classes, recounting his journey from exclusively multifamily properties to branching into self-storage investments. Chad's adaptable approach showcases the value of understanding different asset subclasses to optimize a real estate portfolio.

Chad Zdenek | Real Estate Background

• Real estate syndicator, investor, and founder of CSQ Properties, which acquires, repositions, and manages apartments and self storage properties across the United States.
• Portfolio:
  • Almost $200MM in AUM
• Based in: Los Angeles, CA
• Say hi to him at: 
  • csqproperties.com
  • Instagram
  • YouTube

• Best Ever Book: The One Thing by Gary Keller
• Greatest Lesson: The most important trait a real estate investor should have is a long-term investment horizon.

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This episode is the audio from our July 2023 meetup in which Cincinnati Meetup host Slocomb Reed discusses how to adjust your investing strategy depending on your goals. He also shares how he delegates tasks to others vs. what decisions he keeps for himself in order to protect those goals and scale his business.

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Dave Foster is the CEO and founder of The 1031 Investor, which helps real estate investors navigate tax-saving strategies within the 1031 exchange. In this episode, Dave shares invaluable ways to use the 1031 exchange to exponentially increase your wealth and navigate the often complicated world of real estate investing. 

Dave Foster | Real Estate Background

• CEO and founder of The 1031 Investor
• Portfolio:
  • Residential subdivision
  • Multifamily rentals
  • Single-family rentals
  • Agricultural land investment
• Based in: St. Petersburg, FL
• Say hi to him at: 
  • the1031investor.com
  • LinkedIn
• Best Ever Book: Lifetime Tax-Free Wealth: The Real Estate Investor's Guide to The 1031 Exchange by Dave Foster
• Greatest Lesson: Time is your greatest commodity. Downsizing your portfolio can actually supersize your life.

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Tony Lopes is the CEO of Dirty Boots Capital, which focuses on helping clients achieve more freedom, wealth, peace, and certainty. In this episode, Tony discusses how he utilized real estate investing to retire at 44 years old and the lessons he’s learned along the way. He reflects on the value of knowing your own strengths and using the power of networking in an industry where most people share their knowledge for free.

Tony Lopes | Real Estate Background

• CEO of Dirty Boots Capital
• Portfolio:
  • 200+ assets under management
• Based in: NH and FL
• Say hi to him at: 
  • dirtybootscapital.com
  • Instagram
  • LinkedIn
  • YouTube

• Best Ever Book: Who Not How by Dan Sullivan
• Greatest Lesson: Once you've learned something, put a system in place and move onto the next thing you need to learn.

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Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.

Using leverage means using other people’s money to buy an investment property. How do you decide what’s best for your financial future? In this episode, Travis weighs the pros and cons of using leverage to acquire investment properties and discusses how to make your decision depending on your investing goals.

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Ever wondered how to turbocharge your real estate portfolio by strategically merging two seemingly different asset classes? In this episode, Cody Laughlin reveals his powerful insights into the symbiotic relationship between multifamily and industrial investments. Discover how Cody harnessed the combined potential of these two worlds to create a robust and diversified investment strategy, ensuring both cash flow and long-term growth. Learn from his journey as he shares tactics on navigating new asset classes, forging connections, and elevating your credibility in the ever-evolving market landscape.

Key Takeaways:

• Diversifying With Purpose: Cody unveils his innovative approach of blending industrial real estate investments with multifamily properties to harness higher cash flow without compromising future returns.
• Credibility Through Track Record: Leveraging his multifamily expertise, Cody demonstrates how to break into new asset classes by capitalizing on existing success and aligning with industry experts.
• Keep it Simple: Cody's mantra emphasizes the power of simplicity and exceptional customer experiences to navigate market uncertainties and build lasting investment success.

Cody Laughlin | Real Estate Background

• Co-founder of Blue Oak Capital
• Portfolio:
  • 950 multifamily units
  • 350K sq. ft. industrial
• Based in: Houston, TX
• Say hi to him at: 
  
  • blueoakinvests.com
  • LinkedIn

• Best Ever Book: The One Thing by Gary Keller
• Greatest Lesson: Never buy a floating rate deal without a rate cap.

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Are you tired of juggling endless tasks in your commercial real estate business? Wondering if there's a way to boost productivity without burning out? Join Ash Patel as he sits down with Bob Lachance, founder of Reva Global, to uncover the game-changing potential of virtual assistants. Discover how these dynamic assistants can revolutionize your workflow, from lead generation to administrative duties, allowing you to focus on what truly matters: scaling your commercial real estate empire.

Key Takeaways:

• Start Small, Gain Confidence: Virtual assistants (VAs) can significantly enhance your business efficiency, but starting with one VA and gaining confidence is often the best approach. Gradually add more VAs as you identify specific tasks that can be outsourced effectively.
• Clear Task Identification: Successful utilization of VAs hinges on precisely defining the tasks you want them to handle. Categorize income-producing tasks from non-income-producing ones and offload the latter. Remember, even if a VA performs at 80% of your level, the time saved can significantly grow your business.
• Avoiding Burnout and Overcoming Skepticism: Monitoring burnout is crucial, but VA tasks are typically specialized and structured, which can prevent burnout in comparison to monotonous assembly line work. Skepticism about VAs can be countered by giving it a try, ensuring clarity on the tasks you need assistance with, and utilizing tracking metrics if necessary.

Bob Lachance | Real Estate Background

Bob Lachance is the founder and CEO of Reva Global, a trailblazing virtual assistant training and staffing company that caters to real estate professionals. Bob is also at the helm of PurchRock, specializing in property acquisitions across Connecticut, Massachusetts, and Rhode Island.

• CEO and founder of REVA Global and PurchRock
• Portfolio:
  • Flipping
  • Syndications
• Based in: West Hartford, CT
• Say hi to him at: 
  • revaglobal.com
  • Facebook
  • Instagram
• Best Ever Book: The Compound Effect by Darren Hardy
• Greatest Lesson: Don't get shiny object syndrome!

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Joshua Meyer is the founder of Meyer REI, which creates win-win opportunities between the company and those struggling with foreclosure. In this episode, Joshua gives a step-by-step process for approaching direct-to-seller financing and shares some of the pain he endured by scaling his portfolio and his team too quickly.

Joshua Meyer | Real Estate Background

• Founder of Meyer REI
• Portfolio:
  • 36 units buy-and-hold multifamily
  • Does 3–5 wholesale flips per month
• Based in: Milwaukee, WI
• Say hi to him at: 
  • Instagram
• Best Ever Book: The Book on Rental Property Investing by Brandon Turner
• Greatest Lesson: If you're in the middle of a project with contractors, you have to be a part of that project. Be there every day. Because they will try to get one over on you if you let them.

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Andy McQuade is the principal at The ARM Companies, which provides consulting and advisory services for individuals and businesses working in the real estate industry. In this episode, Andy discusses the biggest mistakes operators make when dealing with construction on investment projects. He also shares expert recommendations on saving big on development deals, and what not to do when dealing with suppliers.

Andy McQuade | Real Estate Background

• Principal at The ARM Companies
• Portfolio:
  • Self-storage 
• Based in: Rochester, NY
• Say hi to him at: 
  • andymcquade.com
  • LinkedIn
  • Podcast
• Best Ever Book: Never Split the Difference by Christopher Voss
• Greatest Lesson: Just get started, and live below your means. Spend your 20s working your tail off at a W-2, and invest your money. It’s the best thing you can do.

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The Best Ever Book Club is a special monthly series hosted by Best Ever founder Joe Fairless. In each insightful episode, Joe dives into influential books that shape the world of investing, exploring key principles, strategies, and lessons to enrich both the seasoned investor and the curious novice.

In this episode, Joe unravels the wisdom found in "The Wealthy Gardener" by John Soforic, delving into the parables and teachings that cultivate a prosperous mindset. They discuss how the book's lessons can be applied to real estate and personal growth, inspiring listeners to reflect on their own financial paths and aspirations.

If you would like to join the book club and participate live, go to www.bebookclub.com to sign up!

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Robbie Faithe is the CEO of Faithe Real Estate and co-founder of Integrity Home Buyers. In this episode, Robbie talks about his journey from flipping houses to investing in a variety of commercial real estate assets, ranging from multifamily to warehouses. He shares the marketing tactics he uses to find off-market deals and how he’s getting creative with seller financing to find cash-flowing deals in a difficult economy.

Robbie Faithe | Real Estate Background

• CEO of Faith Real Estate and Co-founder of Integrity Home Buyers
• Portfolio:
  • Residential, commercial, storage, warehouse development, mobile home parks, and multifamily
  • Just under $20MM AUM, all in New Mexico
• Based in: Albuquerque, New Mexico
• Say hi to him at: 
  • Instagram
  • TikTok
  • YouTube
• Best Ever Book: $100M Offers by Alex Hormozi
• Greatest Lesson: Find whoever it is that is doing what you want to do and do whatever you can to work for them for free. Find a mentor who is already functioning at a level that you see yourself at, and offer some value to them and see if there's anything you can do to get in their world.

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Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.

In this episode, Travis walks through his personal five-step process for vetting an apartment syndication deal and encourages listeners to add their own personal preferences to make the process their own.

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Vanessa Alfaro discusses her journey from being a single mom opening companies at 22 to founding multiple seven-figure firms across three countries. Vanessa shares insights into her real estate portfolio, which focuses on multifamily investments. She emphasizes the necessity to embrace technological advancements, particularly AI, to optimize operations in the real estate industry. Vanessa reveals how AI can be applied in various aspects of real estate, including acquisition, underwriting, asset management, investor relations, and marketing, providing real-life examples and platforms to streamline processes.

Vanessa Alfaro | Real Estate Background

• Founder of Venus Capital, a women-owned multifamily real estate investment firm focused on technology and innovation.
• Portfolio: 
  • $50M in AUM in TX, LA, MS, and MO
• Based in: Beverly Hills, CA
• Say hi to her at: 
  • Instagram - @vanessavenuscapital
  • LinkedIn

• Best Ever Book: Traction by Gino Wickman
• Greatest Lesson: You pay for education one way or another, either through coaching or through experience and mistakes.

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Clint Harris is a professional investor and capital raiser with Nomad Capital, which focuses on converting and building Class-A climate-controlled storage facilities. In this episode, Clint discusses Nomad’s conversion strategies, specifically how to assess a property and recognize when the conversion opportunity is right. He also shares the struggles he faced actively managing 14 Airbnb properties and why he chose to change his investment focus.

Clint Harris | Real Estate Background

• Professional investor and capital raiser for Nomad Capital
• Portfolio: 
  • 14 AirBnB units
  • $100 million self storage AUM
• Based in: Wilmington, NC
• Say hi to him at: 
  • NomadCapital.us

• Best Ever Book: Traction by Gino Wickman
• Greatest Lesson: Inability to think ahead past the property at hand. Don’t paint yourself into a corner by limiting your thoughts to the deal right in front of you.

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Bronson Hill talks about his transition from medical device sales into multifamily real estate and other diverse investments like ATMs, car washes, and oil and gas. Hill emphasizes the importance of cash flow, risk mitigation, and seeking value-add opportunities, providing insights into various investment strategies that can generate passive wealth. The conversation explores different investment avenues, discussing their potential rewards and risks.

Bronson Hill | Real Estate Background

• Founder and CEO of Bronson Equity
• Portfolio:
  • 2,000 multifamily units
  • ATM machines
  • Car washes
  • Oil and gas
• Based in: Pasadena, CA
• Say hi to him at: 
  • https://bronsonequity.com/

• Best Ever Book: Never Split the Difference by Chris Voss
• Greatest Lesson: Life has an action bias. Get started today.

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Zach Lemaster is the founder & CEO of Rent To Retirement, one of the nation's leading turnkey investment companies that helps people achieve financial independence through turnkey investing. In this episode, Zach discusses the misconceptions surrounding the turnkey real estate investing industry, and what prospective investors need to know. He also shares why you should explore the build-to-rent industry now as overbuilding and increasing interest rates have made many deals available at below market rates.

Zach Lemaster | Real Estate Background

• Founder & CEO of Rent To Retirement
• Portfolio:
  • Single-family rentals
  • Multifamily 
  • Commercial retail centers & luxury short-term rentals
• Based in: Denver, CO
• Say hi to him at: 
  • renttoretirement.com
• Best Ever Book: The E-Myth by Michael E. Gerber
• Greatest Lesson: Date before you marry in partnerships.

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Dana Bull is a real estate advisor at Dana Bull Real Estate Consulting, where she advises clients on ways to maximize wealth through real estate. In this unique episode, Dana discusses why she chooses NOT to grow her portfolio, having acquired all of her investment properties before the age of 30. She also explores the concept of investing simply for the love of investing rather than chasing ever-increasing goals and financial benchmarks.

Dana Bull | Real Estate Background

• Real estate advisor at Dana Bull Real Estate Consulting, where she advises clients on ways to maximize wealth through real estate. 
• Portfolio:
  • Small multi-family properties
  • Single-family properties
  • Historic homes
• Based in: Boston, MA
• Say hi to her at: 
  • danabull.com
• Greatest Lesson: Stay small to win big.

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Cody Bjugan is the founder of Allied Development, which finds off-market raw land with development potential and sells it to homebuilders. He is also the founder of VestRight, an educational platform that's helping investors do the same.

In this episode, Cody discusses why the value in land deals is in the approvals and how to go about mastering these types of investments. He also shares how he is able to provide his investors with 20% preferred returns and why he chooses to control real estate rather than own it.

Cody Bjugan | Real Estate Background

• Founder of Allied Development and VestRight
• Based in Scottsdale, AZ
• Say hi to him at: 
  • allieddev.com
  • vestright.com
  • LinkedIn
• Best Ever Book: The Gap and the Gain by Dan Sullivan
• Greatest Lesson: Don’t run from personal development and think you know everything. Aim to be wise and humble, and continue to learn and grow.

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Techvestor

Innago

BAM Capital

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.

You should get to know yourself, your goals, and your values before tackling investments. But how do you figure out what your core values are? In this episode, Travis shares a simple way to discover your core values as well as how they can empower you to make decisions about other aspects of your life such as work, lifestyle, and finances.

Click here to learn more about our sponsors:

Techvestor

Innago

BAM Capital

Vikram Raya is the CEO and co-founder of Viking Capital, a multifamily boutique with nimble investment sourcing, structuring, execution and asset management capabilities. In this episode, Vikram talks about his transition from life as a practicing cardiologist to a full-time syndicator. He also warns against allowing your profession to become your personality, lessons he learned from bad syndication partnerships, and why you should stop leaning on agencies for your marketing and branding needs.

Vikram Raya | Real Estate Background

• CEO and co-founder of Viking Capital, a multifamily boutique with nimble investment sourcing, structuring, execution and asset management capabilities.
• CEO and founder of Limitless MD, which helps top-level doctors make more passive and active income while pursuing their passions.
• Founder of Vitology Institute, which empowers functional medicine practitioners to provide proactive, predictive, personalized treatment and encourages patients to take an active role in their own health.
• Portfolio:
  • $718M in AUM across 23 states
• Based in: Fairfax, VA
• Say hi to him at: 
  • Vikingmultifamily.com
  • Vikramraya.com
  • LinkedIn
• Best Ever Book: The Art of Impossible by Steven Kotler
• Greatest Lesson: Understand your goals and vision, and get the proper education to achieve them.

Click here to learn more about our sponsors:

Techvestor

Innago

BAM Capital

Chris Pomerleau is the co-founder and director of investment strategy at LeavenWealth, a lead sponsor of value-add multifamily properties through syndication and JVs. In this episode, Chris discusses his newest project, Rayven, which is a Regulation A fund that is seeking to expand access to real estate investing for non-accredited investors while also saving the planet. He tackles some of the objections to Regulation A funds as well as the major benefits it provides investors.

Chris Pomerleau | Real Estate Background

• Co-founder and Director of Investment Strategy at LeavenWealth
• Portfolio:
  • $240M in AUM 
  • 2,700 units
• Based in: Omaha, NE
• Say hi to him at: 
  • leavenwealth.com
  • joinrayven.com
  • liquidlendingsolutions.com
• Best Ever Book: 10x Is Easier Than 2x by Benjamin Hardy and Dan Sullivan
• Greatest Lesson: Be passionate about helping people.

Click here to learn more about our sponsors:

Techvestor

Innago

BAM Capital