Best Real Estate Investing Advice Ever (general)

Stace is the owner of Trust Deep, a branding agency and evergreen North properties. Stacy has 20 years of investing experience and currently has four properties: a small apartment Building and syndication. Stace was involved in advertising in 20 years at the same time building a career in branding in advertising. Stace got interested in the real estate business when her mother started buying single family homes and renting them, Stace saw the profit potential and got interested in investing in the business as well. In today’s episode Stace will share how he started in the real estate business and how he faced the challenges along the way. 

 

Stace Caseria Real Estate Background:

  • Owner of Trust Deep, a branding agency and Evergreen North Properties
  • 20 years of investing experience
  • Currently has 4 properties, a small apartment building, & a syndication
  • Based in Boston, MA
  • Say hi to him at: www.trustdeepagency.com  

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“Mindset matters. Change your mindset. Don't pursue solely transactional relationships.” – Stace Caseria

Direct download: JF_2441_Stace_Caseria.mp3
Category:general -- posted at: 7:00am EDT

Lars left a cushy corporate job to do real estate. One of the requirements of the job was having to travel a lot, and he couldn’t be a good husband and a dad doing that. In 2007, Lars got his real estate license, but he quickly realized that real estate wasn’t what he thought it was. He was hoping for flexibility and more free time with his family. Instead, he was facing the 70-hour workweeks again.

Since marketing and lead generation was his favorite part of the job, he started looking for ways to restructure his business to fit his interests and life goals.

 

Lars Hedenborg Real Estate Background:

  • Founder of Real Estate B-School; providing training and coaching to top producing agents and team leaders.
  • He went from working 70 hrs a week to one day a week through his trial-and-error development of a system driven-business
  • 13.5 years of real estate experience
  • Lars has helped facilitate 4,000+ home purchases since 2007
  • Based in Charlotte, NC
  • Say hi to him at: www.realestatebschool.com 

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“Just cause you could hand-write an envelope and stick a stamp on something, doesn’t mean that it’s the best use of your time” - Lars Hedenborg.

Direct download: JF_2440_Lars_Hedenborg.mp3
Category:general -- posted at: 7:00am EDT

Lucas has been a real estate investor since January 2008. In 2017, he got into solar development.

Lucas got interested in green energy for several reasons. First, he uses it to increase the cash flow of the property. Being able to take advantage of the tax credit is also nice, and the accelerated depreciation plan is very beneficial as well. And while ROI varies depending on the area’s energy and labor costs, he believes that green energy can add value to the property and help real estate investors increase their cash flow.

Lucas Weismann  Real Estate Background: 

  • President of Blue Mustang Investments
  • 12 years of real estate investing experience
  • Portfolio consists of 4 single family rentals, & a 24-Unit Apartment 
  • Based in Denver, CO
  • Say hi to him at: www.w-consulting-group.com 
  • Best Ever Book: Miracle Morning

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 



Best Ever Tweet:

“Find a local mentor group” - Lucas Weismann.

Direct download: JF_2439_Lucas_Weismann.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis share the difference between the Capital Stack and Waterfall methods. It has a lot to do with risks, due diligence, and just being comfortable in what you’re investing in. But both are very crucial in the active and passive investing perspective.

We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow.

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Direct download: JF_2438_Activley_Passive_Investing_Show_40.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks shares his thoughts, insights, and analysis of the Yardi Matrix’s Bulletin for April 2021 about the markets that have fully recovered from the pandemic’s recession.

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow.

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Direct download: JF_2437_SS_190_Series_124.mp3
Category:general -- posted at: 7:00am EDT

Rachel is a former financial advisor, and now a real estate investor with a portfolio of 40 doors. At 27 years of age. Rachel quit her job and retired with $15,000 a month in passive income. Rachel is also the author of two books, “money honey”, “passive income, aggressive retirement”. Rachel is passionate about helping young women, millenials and Gen Z. She combined her sales skills with her passion with finance but then she realized that she wanted to invest in real estate to set a goal for early retirement. In today’s episode she will share with us her transition from being a financial advisor to her $15,000 a month in passive income investment, she will share to us the details on how she started her journey and her goals on the way.

 

Rachel Richards Real Estate Background:

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“Being good at something doesn't mean that you enjoy something, and I did not enjoy sitting in an office cold calling people all day long..” – Rachel Richards

Direct download: JF_2436_Rachel_Richards.mp3
Category:general -- posted at: 7:00am EDT

Mark is a certified financial planner with over 10 years of experience assessing commercial real estate investors. Mark also helps real estate investors become their own source of financing. Mark dug deep into some strategies to become not just debt-free but correspondingly found a solution to build wealth, to help clients invest in real estate. Mark aims to create a more secure financial life by creating contracts to determine outcomes.

Mark Willis Real Estate Background:

  • Certified Financial planner and Bank on yourself professional
  • Assessing CREI’s for 13+ years
  • Helps CREIs become their own source of financing
  • Based in Chicago, IL
  • Say hi to him at: www.nyafinancialpodast.com  

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“Know what you want your money doing for you, because if you don't do that, you'll end up chasing a lot of fancy, shiny objects. So ask yourself, sit down and make a little checklist..” – Mark Willis

Direct download: JF_2435_Mark_Willis.mp3
Category:general -- posted at: 7:00am EDT

Kris is the Founder and CEO of ArdorSEO, an Award-Winning Digital Growth Agency that directs traffic to your website. Enamored by his ego with his early success in the tech industry, Kris got a wake-up call when the global financial crisis happened—he lost his job, went back to Australia, and assessed what else he wanted to do in his life. As a business expert and tech enthusiast, he had always been interested in the framework that builds the massive global network called the internet, and today, Kris breaks down the discovery he found on unlocking the secrets of website traffic—that changed his life forever.

 

Kris Reid Real Estate Background: 

  • Founder of Ardor SEO
  • Business Growth Expert
  • Developed a simple system to direct traffic to your website
  • Based in Brisbane, Australia
  • Summit coming soon: www.ardorseo.com/bestEver  
  • Say hi to him at: www.ardorseo.com  

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“Google looks at the whole internet as a big internal web; they can’t trust what you are saying at face value. They have to look at what everyone else is saying and how your content reflects that.” – Kris Reid

Direct download: JF_2434_Kris_Reid_.mp3
Category:general -- posted at: 7:00am EDT

James shares a strategy to get in touch with sellers, to work directly with them, and get at a good price per door. Dylan explains where he buys his list, how he finds owner contact information, and how the conversation goes. Lastly, Cory goes into detail on the importance of creating the right marketing piece that addresses the owner’s pain point. He talks about tactics and provides a very unique twist on the direct mailer.

 

James Condasami Real Estate Background:

  • Found two at the time of the interview off-market, apartment opportunities, one, 45 units, another 174 units.

Dylan Borland Real Estate Background:

  • He does differently that allows him to generate more off-market apartment leads. 
  • Their firm does 106 and flips a year on the single-family side. 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“Once you do enough marketing, you build a relationship with them and they are able to trust you.”- James Condasami

Direct download: JF_2433_Mash_1_-_Find_More_Off_Market_Deals.mp3
Category:general -- posted at: 7:00am EDT

Growing up, Chris didn’t have much, but his mom taught him to dream big. With her help, he opened a skateboard and snowboard shop when he was just 16. After the dot-com bubble crash, he got a job at Wall Street and soon became a top financial advisor.

In 2006, Chris did his first flip and went on to do a few more deals until the Great Recession of 2008. At that moment, he had just purchased a dilapidated building and had his girlfriend move in with him. At the same time, he was just one mortgage payment away from bankruptcy. He experienced both wild successes and crashes throughout his career, and now he mentors others on wealth-building and the secrets of the rich.

Chris Naugle  Real Estate Background:

  • Co-founder and CEO of FlipOut Academy, The Money School, and Money Mentor
  • 16 years of real estate investing experience
  • Portfolio consists of 500+ real estate deals - flips, wholesales, rentals
  • Based in Buffalo, NY
  • Say hi to him at: www.chrisnaugle.com 
  • Best Ever Book: Profit First

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“Changing one thing, adding one step to your life changes everything” - Chris Naugle.

Direct download: JF_2432_Chris_Naugle.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis will be sharing about investing in cash flow vs. equity gain. Theo and Travis discuss the pros and cons, as well as compare the two. 80% of people in the United States are probably in the mindset of investing for equity gains: the "buy low, sell high" mentality. The bigger picture is when your passive income streams exceed your lifestyle expenses, you have financial independence, time freedom. At the end of the day, you have flexibility.

We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow.

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Direct download: JF_2431_Actively_Passive_Investing_Show_39.mp3
Category:general -- posted at: 7:00am EDT

In today’s Syndication School episode, Theo Hicks shares 6 Multifamily strategies that will succeed in the future. Greg Willet presented the six investing ideas and tactics to implement in 2021. The advice is mostly based on the reaction to the recession that occurred after the pandemic. The first tactic is to focus on the markets that outperformed the national average from a rental perspective. The second tactic, don’t bank on a flight to quality. The third tactic is to explore a low capital value add strategy. The fourth tactic is to test out new operational strategies to determine what works today because what works now most likely did not work before. The fifth tactic: focus on renewals to obtain high-quality residents. The last tactic is to make sure you’re focusing your assets of branding and marketing on lifestyle-related factors such as customer service, appearance, ease of living at the property, location, and less on the actual pricing factors.

Listen to this episode to know more about these six strategies.

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow.

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Direct download: JF_2430_SS_189_Series_123.mp3
Category:general -- posted at: 7:00am EDT

Ward is a dedicated and exemplary property owner who takes opportunities to the next level. He spent nine years working as a salesperson selling chemicals when he decided to put fate into his hands by building a business by acquiring a real-estate in bankruptcy. Ward started to take off from there up to the point where his commercial real-estate products reached almost half a million square feet! Through his patience, wisdom, and placing importance in relationship building, Ward sheds light on how he best utilized these opportunities.

 

Ward Schraeder Real Estate Background:

  • Develops commercial properties; primarily medical facilities
  • 35 years of real estate experience 
  • Portfolio consists of 50,000 sq ft of medical office space, 50,000 sq ft of rental properties, 2,000 acres of land holdings, and flipped 18 commercial properties
  • Based in Kansas City, KS
  • Say hi to him at: www.wardschraeder.com
  • Best Ever Book: “The Millionaire Next Door” by Thomas J. Stanley

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

Best Ever Tweet:

“My life has been mostly taking advantage of opportunities.” –Ward Schraeder

Direct download: JF_2429_Ward_Schraeder.mp3
Category:general -- posted at: 7:00am EDT

Matthew started his real estate journey at 16 when he purchased a two-family home with his grandmother’s money. Four years later, he bought another property that was a challenge to manage. That experience taught him a lot of lessons that he applied later in his career.

With two other partners, he acquired a two-family house that he managed and renovated. After buying several more units, getting a construction license, and founding a property management agency, they were still looking for new opportunities. That’s when Matthew met a new investor and future partner who helped them take the business to a new level.

 

Matthew Tortoriello Real Estate Background:

  • Full-time real estate investor and property manager
  • 25+ years of real estate experience
  • Portfolio consists of 250 units, flipped 100, & wholesaled over 200
  • Based in Springfield, Mass
  • Say hi to him at: www.yellowbrick.org 
  • Best Ever Book: Recession Proof RE Investing

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

Best Ever Tweet:

“Don’t focus on learning everything because you’ll never learn everything. You’ll learn a lot along the way” - Matthew Tortoriello.

Direct download: JF_2428_Matthew_Tortoriello.mp3
Category:general -- posted at: 7:00am EDT

In this #SkillsetSunday episode, Stace Caseria talks about the importance of trust. You can increase the trustworthiness of your brand by understanding its 4 fundamental parts.

Stace describes how trust works for a real estate professional who’s looking to reach out to a new lead for the first time ever. He also talks about the ways to make a brand or a business sound authentic and how to market your services on a whole different level.

 

Stace Caseria Real Estate Background:

  • Owner of Trust Deep, a branding agency and Evergreen North Properties
  • 20 years of investing experience
  • Currently has 4 properties, a small apartment building, & a passive investor in a syndication
  • Based in Boston, MA
  • Say hi to him at: www.trustdeepagency.com 
  • Best Ever Book: The Speed of Trust 

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

Best Ever Tweet:

You can’t build trust with smoke and mirrors because eventually you’ll get caught” - Stace Caseria

Direct download: JF_2427_Stace_Caseria.mp3
Category:general -- posted at: 7:00am EDT

Jonathan got his real estate start in a family fix-and-flip business. As he was growing up, family dinners resembled business meetings a lot. After the last recession, Jonathan decided to join it full-time since good jobs were hard to come by. Thanks to his deep involvement in the business, he had a chance to learn every facet of real estate.

After separating from the fix-and-flip business, Jonathan and his brother started a new company focusing on multifamily buildings. Last November, he bought his first large multifamily unit in Kansas City, and this year he closed the deal on a 72-door house in Oklahoma City. 

Jonathan Barr  Real Estate Background:

  • Full time real estate investor
  • 11 years of real estate experience
  • Portfolio consists of 14 unit building, 72 unit building, a commercial property, and has been involved in 400+ flips
  • Based in Los Angeles, CA
  • Say hi to him at: www.JB2investments.com 
  • Best Ever Book: Psychology of money 

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“Start bigger sooner” - Jonathan Barr.

Direct download: JF_2426_Jonathan_Barr.mp3
Category:general -- posted at: 7:00am EDT

John grew up in a blue-collar area just outside of Pittsburg; his family had coal miner and farmer roots. At the age of 24, John graduated college with $200k worth of student debt. By the age of 30, John had a wife and two kids to take care of, and the same student debt to pay off.

Real estate turned it all around for him. His goal was to attain $20k in passive income, and he pursued it one house after another while having a full-time job as a chiropractor. Later he wrote a book called “The Wealthy Gardner” where he talked about winning financially and taught others life lessons on prosperity.

 

John Soforic Real Estate Background:

  • Attained a net passive income of 20,000/month
  • Now a full-time property manager and author
  • 25 years of real estate experience
  • Portfolio consists of 110 doors freely owned (no loans), and has flipped 75 properties while working full-time
  • Based in Mount Pleasant, PA
  • Say hi to him at: www.wealthygardener.com 
  • Best Ever Book: The Checklist Manifesto

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

Best Ever Tweet:

“I stopped reading books that I liked. I stopped watching TV that I liked. You sacrifice.” - John Soforic.

Direct download: JF_2425_John_Soforic.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis will be sharing experiences and stories about investing in syndications. They want to ensure no one ever wants to invest in syndications. It's good to give the alternative perspective because things aren't just black and white, or good or bad in terms of investing. There are people that make money doing a lot of different things. There's no perfect investment -- there are always risks. There is definitely a risk in communication and reporting of financials.

We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow.

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

Direct download: JF_2424_Actively_Passive_Investing_Show_38.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks, shares five evolutionary ideas for your business. We are going to take advice from Joe Fairless, as he talks about  five lessons about things that you need to do once you have reached a certain size in your business which are, Number one is reduce your liability as a syndicator by hiring an in person compliance expert. Number two is set clear expectations and provide motivation for your team members,. Step number three, is to create a fund for better returns to your investors, Number four is to focus on your investing business, by hiring other people to maintain and grow your thought leadership platform. number five is how to overcome that success paradox which is to find three trusted colleagues to provide you with honest feedback. Let’s listen to this episode for these 5 lessons.

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow.

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Direct download: JF_2423_SS_188_Series_122.mp3
Category:general -- posted at: 7:00am EDT

Terry is the author of the Wiley publication "The Encyclopedia of Commercial Real Estate Advice." Since 1997, he has been the chairman of Apartment Loan Store and Business Loan Store, two mortgage banking companies specializing in commercial loans in all 50 states. He has worked as a top producer for Lasalle Bank and Lehman Brothers, and he is well-known for his excellent investment consultations and strategies. Terry has been speaking about commercial real estate investing and lending to commercial real estate investor groups and real estate experts worldwide for the past 18 years. In today's episode, Terry will be going into details about the ways to find investors in real estate.

 

Terry Painter Real Estate Background:

  • President and founder of Apartment and Business Loan Store
  • Owned real estate investments for over 40 years
  • Portfolio consist of 2 rentals and currently seeking multifamily properties
  • Based in Portland, OR
  • Say hi to him at: www.apartmentloanstore.com 
  • Best Ever Book: "The Encyclopedia of Commercial Real Estate Advice"

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

Best Ever Tweet:

"Don't talk about what-ifs. Talk about it from what you've either done in the past or what you plan to do." – Terry Painter

Direct download: JF_2422_Terry_Painter.mp3
Category:general -- posted at: 7:00am EDT

Jordan is a Real Estate Investor, Host of the Austin Real Estate Investing Podcast, and the owner of the Moorhead Team. He has been an entrepreneur since he was a kid and got into real estate investing before he got a realtor's license. He focuses on growing his business, investing in real estate, and helping others get started in real estate. In total, Jordan and the Moorhead Team have acquired 29 units along with syndications. In today’s episode, Jordan will go into the details about single families, multi-families, turn-key, and his real estate background.

 

Jordan Nicholas Moorhead Real Estate Background:

  • Full-time realtor and investor
  • 5 years of real estate investing experience
  • Portfolio consist of 25 units and 3 syndications
  • Based in Austin, TX
  • Say hi to him at: www.themoorheadteam.kw.com 
  • Best Ever Book: The Lifestyle Investor

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“It's very hard to find houses for people to buy. It's very easy to find people who want to buy houses.” – Jordan Nicholas Moorhead

Direct download: JF_2421_Jordan_Moorhead.mp3
Category:general -- posted at: 7:00am EDT

In the course of his career, Jason has trained thousands of investors and 42 acquisition teams around the nation. His specialty is creating an off-market blueprint to grab motivated seller leads in 30+ ways as opposed to the typical 5 ways that everybody uses.

This mentality allows investors to be seen as a solution in the eyes of the seller, often resulting in cash transactions on the spot and a mutually beneficial business relationship.

 

Jason Palliser Real Estate Background: 

  • Full-time real estate investor & hedge fund acquisitions consultant
  • 25 years of real estate experience
  • Has personally closed over 3,000
  • Based in St. Pete, FL
  • Say hi to him at: www.2dayblueprint.com 
  • Previous guest on JF1749

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

 

Best Ever Tweet:

“If there’s a cause you need help with, we’re always happy to help.” - Jason Palliser.

Direct download: JF_2420_Jason_Palliser_.mp3
Category:general -- posted at: 7:00am EDT

In college, Dave took a class on building an eco house. That’s when he fell in love with architecture, engineering, energy efficiency, and building in general.

Dave’s life took many unexpected turns. He spent several years in Bolivia learning the ins and outs of entrepreneurship. After that, he worked for a nonprofit organization that introduced him to fundraising. Over time, he partnered with his friends and family to start his real estate business. Now he’s a triple threat - a commercial broker, a syndicator, and an owner of a property management company.

Dave Holman  Real Estate Background:

  • Commercial broker, syndicator, and owner of a property management company
  • 9 years of real estate experience
  • Portfolio consists of 94 units across 14 buildings approximately valued at $11M
  • Based in Brunswick, ME
  • Say hi to him at: www.holmanhomes.com 
  • Best Ever Book: Investment Biker 

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

Best Ever Tweet:

“A commercial broker might misprice a residential property just like a residential broker might misprice a commercial property  ” - Dave Holman.

Direct download: JF_2419_Dave_Holman.mp3
Category:general -- posted at: 7:00am EDT

Hemal spent two decades traveling between three continents as he provided management consulting services to several fortune 100 companies. Several years ago he decided to hang up his traveling boots and join the financial world, which led him to real estate. He was both a passive and active investor, and now his portfolio consists of close to 600 apartments. His focus was multifamily syndication, and now he’s expanding to other classes as well. Thanks to his diverse background in business and management, Hemal was able to scale his company into a billion dollar business very quickly.

Hemal Badiani Real Estate Background:

  • Sr. Vice President in the Financial Space
  • 8 Years of real estate investing experience 
  • Portfolio consist of actively sponsoring or managing close to 600 apartments
  • Based in Charlotte, NC 
  • Say hi to him at: www.exponential-equity.com 
  • Best Ever Book: Indestructible 

 

 

 

 

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

Best Ever Tweet:

“A vision for a million-dollar company is different from a vision for a billion-dollar company ” - Hemal Badiani.

Direct download: JF_2418_Hemal_Badiani.mp3
Category:general -- posted at: 7:00am EDT

In this Episode of Actively Passive Investing show, we will talk about when we should not passively invest. We are here Travis as well to share his thoughts as well.  They will go through the pros and cons on Passively Investing based on your goals and where you are at. They will discuss the general overview of the differences between active investing and passive investing. And then some of the potential pros and cons for each

Click here to know more about our sponsors RealEstateAccounting.co

thinkmultifamily.com/coaching 

 

Direct download: JF_2417_Actively_Passive_Investing_Show_37.mp3
Category:general -- posted at: 7:00am EDT

Theo is on the podcast to discuss what it takes to become one of the nation’s top companies. Founding a company without any prior experience is a challenging concept to fathom with no one to turn into when unforeseen situations occur. With a majority of companies being founded at a young age, the Founder Syndrome is something to be expected when scaling is at stake— coming from an abrupt success with little to no foundation. From the presentation made by the Co-Founder and CEO of Spartan Investment Group, who experienced 1,479% growth in 2020, any company with the grand ambition to scale should know the three tips to be at the top-most echelon.

Define your culture, develop your plan, and create your team. How can you effectively utilize these points to navigate your company to success? In this episode, Theo dissects and dives deeper into these three vital points to achieve what you have always envisioned.

Click here to know more about our sponsors RealEstateAccounting.co

 

Direct download: JF_2416_SS_187_Series_121.mp3
Category:general -- posted at: 7:00am EDT

Abiel is the Vice President and Founder of SAR Apartment Capital, a Miami-based real estate investment and asset management firm specializing in multifamily apartment syndication.   He is also the Principal Broker for United Dream Real Estate, a full-service real estate brokerage in Florida with over $150 million in sales. He focuses on sourcing, acquiring, and managing multi-family assets with low risk and high ROI potential for our investors. The key to his excellence is his competence and dedication in helping his investors gain financial freedom and build sustainable wealth. In this episode, Abiel takes us through the importance of strong relationships and partnerships and why it became the foundation of their success.

Abiel Ballesteros Real Estate Background:

  • Full-time real estate investor
  • 16 years of real estate investing experience
  • Portfolio consist of 845 units 
  • Based in Miami, FL
  • Say hi to him at: www.abielballesteros.com

Click here to know more about our sponsors RealEstateAccounting.co

Best Ever Tweet:

“Having partnerships allows you to see the things that you don't see.” – Abiel Ballesteros

Direct download: JF_2415_Abiel_Ballesteros.mp3
Category:general -- posted at: 7:00am EDT

Jason is a real estate broker, a home builder, a developer and an appraiser. With more than 20 years of experience he has the foundation for what properties are worth and can help you get familiar with the real estate industry. Gaining over 160 rental units and 120 flips in wholesale, he too has his career ups and downs. He has an exciting story to tell explaining how he crawled his way to success!

Jason Moss Real Estate Background

  • Real Estate Broker, Home Builder and an Appraiser. 
  • More than 20 years’ Experience
  • Portfolio consist of 160 rental units and 120 flips in sales
  • Based in Queen Creek, AZ
  • Say hi to him at:

https://m.youtube.com/c/RealEstateGettingStarted/?sub_confirmation=1

Click here to know more about our sponsors RealEstateAccounting.co

Best Ever Tweet:

"Don't be afraid to buy old. Just get started. Because that if I were to tell if I convinced myself years before that, you know this has all happened within the last four years." -- Jason Moss

Direct download: JF_2414_Jason_Moss.mp3
Category:general -- posted at: 7:00am EDT

Chris grew up in a low-income family, but he learned to dream big. His business experience ranged from creating a clothing line and opening a chain of snowboarding shops to working on Wall Street and being one of his firm’s top three financial advisors.

After the stock market crash, Chris started focusing on his real estate portfolio, which was more of a side project at the time. By 2014, he had a sizable portfolio and several other things in the works. Unfortunately, that’s when he learned that banks aren’t always friendly, so he started to find ways to fund his ventures by becoming his own bank. Now Chris mentors others and helps them take charge of their finances.

Chris Naugle  Real Estate Background:

  • Co-founder and CEO of FlipOut Academy, The Money School, and Money Mentor
  • 16 years of real estate investing experience
  • Portfolio consists of 500+ real estate deals - flips, wholesales, rentals
  • Based in Buffalo, NY
  • Say hi to him at: www.chrisnaugle.com 
  • Best Ever Book: Profit First

Click here to know more about our sponsors RealEstateAccounting.co

Best Ever Tweet:

“If we didn’t need a conventional bank anymore, what would life look like?” - Chris Naugle.

Direct download: JF_2413_Chris_Naugle.mp3
Category:general -- posted at: 7:00am EDT

Stacy started her real estate quest by applying for a job at a local real estate company when she was in high school. What started as a bet ended up becoming her profession. At 19, Stacy got her real estate license and started working hard at filling the gap the local market had at the time.

Stacy started her career in 2006, just a couple of years before the housing market crash. In 2020, her experience surviving the recession is as relevant as ever.

Stacy Bahrenfuss Real Estate Background:

  • Founder & CEO of Catalyst Group
  • Started her real estate company at 19, surviving the housing crisis of 2007-2010
  • She built her real estate company into a 7-figure operation
  • Based in Eagle, ID
  • Say hi to her at: https://www.catalystidaho.com/ 
  • Best Ever Book: The 5am Club

Click here to know more about our sponsors RealEstateAccounting.co

Best Ever Tweet:

“What you do in a bad market is what protects you in the good market” - Stacy Bahrenfuss.

Direct download: JF_2142_Stacy_Bahrenfuss.mp3
Category:general -- posted at: 7:00am EDT

Zach started his career back in 2014 by purchasing a garage apartment. Over the next couple of years, he and his wife focused on small multifamily houses, building up their portfolio to 28 units.

When they were on vacation, Zach noticed a self-storage facility that gave him an idea for a new business. He got rid of all his residential units, and now he owns self-storage properties across 3 states.

Zach Quick  Real Estate Background:

  • Full-time self-storage owner/operator 
  • 6 years of real estate experience
  • Portfolio consist of 7 self-storage facilities in Arkansas and Missouri
  • Based in Northwest Arkansas 
  • Say hi to him at: zach@zachquick.com 
  • Best Ever Book: Profit First

Click here to know more about our sponsors RealEstateAccounting.co

 

Best Ever Tweet:

“Listen to what you feel called to do and don’t fight that” - Zach Quick.

Direct download: JF_2411_Zach_Quick.mp3
Category:general -- posted at: 7:00am EDT

Today, Theo will talk with Travis about the 15 different types of passive income streams that he is somehow involved in.  They’ll share insights about investment opportunities, private placement investing, the concept of being a passive investor, and the effective ways to generate passive income.

If you have questions for us or have a topic you want to discuss, you can email that to me at theo@joefairless.com, and we’ll cover it on the Actively Passive Investing Show.

We also have a Syndication School series about the “How To’s” of apartment syndications, and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow.

Click here to know more about our sponsors RealEstateAccounting.co

 

Direct download: JF_2410_Actively_Passive_Investing_Show_36.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks is going to go back to cover some of his favorite presentations at the best ever conference 2020. We'll be talking about Jillian Helman of Realty Mogul. Realty Mogul has purchased over $2.8 billion in real estate. Jillian provided tips on things you learned managing a large portfolio during COVID.

Click here to know more about our sponsors RealEstateAccounting.co

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow.

Direct download: JF_2409_SS_186_Seres_120.mp3
Category:general -- posted at: 7:00am EDT

Savannah started investing in real estate while she was on maternity leave with her second daughter. She and her husband were looking for different ways they could start investing their money, growing their wealth, working towards financial freedom, and they stumbled upon real estate. They started investing in single-family homes and then switched into multifamily. Right now they’re doing value-add multifamily syndication deals. Within 1 year, they acquired 15 units. Today, Savannah will be explaining which details helped her team reach their goals.

Savannah Arroyo Real Estate Background

Best Ever Tweet:

“The more you share, the more you network, the more you help other people grow, it has the potential of coming back to you.” -- Savannah Arroyo

Click here to know more about our sponsors RealEstateAccounting.co

 

Direct download: JF_2408_Savannah_Arroyo.mp3
Category:general -- posted at: 7:00am EDT

Kristen is a Family Nurse Practitioner from Baltimore. She discovered her passion in real estate with an apartment complex. Real estate helped her get through the education for nursing. She balanced being a practitioner and real estate investor. Being able to get into real estate it became her passion and decided she wanted to focus on this field.

Dr. Kristen Ray Real Estate Background

Best Ever Tweet:

"Let some money work for you. You don't have to always work for your money." -- Kristen Ray

Click here to know more about our sponsors RealEstateAccounting.co

 

Direct download: JF_2407_Kristen_Ray.mp3
Category:general -- posted at: 7:00am EDT

AdaPia has been a guest of the show twice before, in 2014 and 2017. This time she’s here to talk about her book, Productive Intuition. She started writing it back in 2018, and the Covid lockdown gave her a push to finish the book.

In the past, she’d feel that the deal would be off, yet she’d still go through with it since there was no rational reason behind the feeling. Now she’s learned how to listen to her gut, and she shows others that they can teach themselves to do it as well.

AdaPia d’Errico  Real Estate Background: 

  • Principal and VP of Strategy for Alpha Investing, a private real estate equity firm
  • Alpha Investing invests in multifamily, senior housing, and affordable housing nationwide 
  • 20 years of real estate experience 
    Author of Productive Intuition - connecting to the subtle
  • Guest on episode JF1187
  • Based in Los Angeles, CA
  • Say hi to her at: www.productiveintuition.com  

Best Ever Tweet:

“In real estate, we use our gut all the time” - AdaPia d’Errico.

Click here to know more about our sponsors RealEstateAccounting.co

 

Direct download: JF_2406_AdaPia_DErrico_.mp3
Category:general -- posted at: 7:00am EDT

Craig has been representing office owners and tenants for 37 years. 25 years ago, he started acquiring buildings from his own account, making sure the two businesses do not compete.

As Craig’s mentors said, there are market deals, off-market deals, and great deals. Now Craig focuses on finding great deals, and he shows his investors and other real estate professionals how to do the same.

Craig Coppola  Real Estate Background:

  • Commercial real estate broker - specializing in leasing and sales of office projects 
  • 37 years of commercial real estate experience and 25 years of investing experience
  • Portfolio consist of 17 real estate investments
  • Based in Phoenix, AZ
  • Say hi to him at: www.coppolacheney.com 
  • Best Ever Book: Psychology of Money

 

Best Ever Tweet:

“I get to look for unique transactions, and I encourage everyone to start looking for those” - Craig Coppola.

Click here to know more about our sponsors RealEstateAccounting.co

 

Direct download: JF_2405_Craig_Coppola.mp3
Category:general -- posted at: 7:00am EDT

Dani has been in the real estate market for over 16 years. He started investing back when he lived in Israel and continued with it after moving to the USA in 2004. He started building his portfolio by working closely with Silicone Valley residents who were looking to invest in real estate outside their zip code. 

Addressing the knowledge gaps that his potential investors had helped him gain their trust and secure the investment. Dani is still keen on educating and sharing his knowledge. In this episode, he offers some expert advice that the 2008 market crash has taught him that are still true today.  

Dani Beit-Or  Real Estate Background:

  • CEO of Simply Do It Real Estate Investments, a real estate investment boutique
  • 16 years of real estate investing experience
  • Has invested in and has guided others in the purchase of approximately 5,000 rentals
  • Based in Irvine, CA
  • Say hi to him at: www.simplydoit.net 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“I’m not investing for the cash flow, but I want to have that buffer” - Dani Beit-Or.

Direct download: JF_2404_Dani_Beit-Or.mp3
Category:general -- posted at: 7:00am EDT

Today, Theo and Travis are going to be talking about self-directed IRAs. What is a self-directed IRA? How does that differ from IRA or 401k you may currently have? Many investors use self-directed IRAs and there's almost $20 trillion of IRA money in the United States. The purpose of this episode is to provide insights obtained by one of our contributors.

Click here for more info on groundbreaker.co 

Direct download: JF_2403_Actively_Passive_Investing_Show_35.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks, shares about ways to use technology to improve your multifamily investments. This is based on a great blog post that one of our contributors Veena Jetti. She wrote a really good blog post on how we can use technology to improve the experience of our residents at our multifamily investments, and improve the amount of money we can generate and turn them into money we can distribute to investors.

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com.

Click here for more info on groundbreaker.co 

Direct download: JF_2402_SS_185_Series_119.mp3
Category:general -- posted at: 7:00am EDT

Zach is the CEO & Co-Founder of Rise48 Equity, an experienced Multifamily Apartment investor, #1 Best Selling Author of "Success Habits of Super Achievers," and the Host & Founder of The Phoenix Multifamily Association. His passion for providing knowledge about financial freedom inspires him to provide passive income opportunities for investors and alike to use their time for more meaningful events such as spending time with families. Currently, he has now 420 units across five properties in Phoenix, Mesa, and Scottsdale worth over $48MM. In today's episode, Zach will be going into details about his journey and challenges as a Multifamily Apartment investor and his advice on how he got to where he is today.

Zach Haptonstall Real Estate Background:

  • Founder & President of ZH Multifamily
  • He is lead sponsor, general partner, and equity owner of  over $35,000,000 worth of commercial real estate apartment buildings
  • Portfolio consists of 308 units
  • Based in Scottsdale, AZ
  • Say hi to him at: www.ZHMultifamily.com  

Click here for more info on groundbreaker.co 

Best Ever Tweet:

"As a passive investor, build your presence and get to know your market while investing with people who are local as they are familiar like you." – Zach Haptonstall

Direct download: JF_2401_Zach_Haptonstall.mp3
Category:general -- posted at: 7:00am EDT

John Stoeber is the Principal at Kronos Investment Partners. At 26, he discovered his passion in real-estate investing. Experiencing the pain of rehabilitation, John scaled himself to multifamily. He is a “spreadsheet-driven guy,” who functions well in planning and finances. John is eager to expand his repertoire of investments to heavy-valued ads and venture into growing markets. In this episode, John gets into detail on transforming his failures into a multifamily success.

John Stoeber Real Estate Background:

  • Full-time in corporate finance and Full-time in real estate
  • 3 years of real estate experience
  • Portfolio consists of 2 multifamilies totaling 34 units 
  • Based in Denver, CO
  • Say hi to him at: www.kronosinvestmentpartners.com 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“When analyzing your numbers, verify everything.” -John Stoeber

Direct download: JF_2400_John_W_Stoeber.mp3
Category:general -- posted at: 7:00am EDT

Cornelius was a podcast guest five years ago when he just started his journey as a realtor. Since then, he has worked with several brokerages. He also works as a school counselor full-time. Over the years, Cornelius has gained plenty of experience in time management and customer service. In this episode of #SkillsetSunday, he’ll be sharing his knowledge as well as some tips to manage a busy life efficiently.  

Cornelius Camp Real Estate Background: 

  • School counselor for Chicago Public Schools and a real estate agent
  • 5 years of real estate experience
  • Previous guest: JF220
  • Based in Chicago, IL
  • Say hi to him at: www.CluelessRealtor.com 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Kindness always wins no matter in business or in personal life” - Cornelius Camp.

Direct download: JF_2399_Cornelius_Camp.mp3
Category:general -- posted at: 7:00am EDT

Operating in a crowded market has its challenges. In 2017, the return on Max’s adspend was growing smaller and smaller, and Max started looking for alternative ways of attracting clients in Dallas. Having a ton of competitors and the same list of clients as everyone else made him feel like he was worth a dime a dozen. That’s why he started niching down to the senior market and creating additional value for the deals with the help of a referral list and senior housing information. After a while, he wrote a book for his ideal client that helped him get exclusive deals and expanded his customer base.

Max Keller Real Estate Background: 

  • Real estate investor, speaker, and mentor
  • 5 years of real estate experience
  • Max’s unique marketing approach landed him onstage with Robert Kiyosaki & the 2019 industry innovator of the year award
  • Flipped over 100 houses 
  • Based in Dallas, TX
  • Say hi to him at: https://dealschasingyou.com/fairless 
  • Best Ever Book: Deep work

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“I’m not trying to help the whole world; I’m trying to help the people that I’m most situated to add value to” - Max Keller.

Direct download: JF_2398_Max_Keller.mp3
Category:general -- posted at: 7:00am EDT

Ashley was studying to be an accountant. However, 6 months into the job she decided to change her career and took on a property management job. Soon after that, she started investing into duplexes while still managing properties. Last February, she managed 82 residential and 16 commercial units all while having a portfolio of her own.

Now she owns 35 units with 2 other partners. Having an Instagram account helped her grow a community of like-minded investors and introduced her to many opportunities such as hosting a Bigger Pockets podcast show. 

Ashley Kehr Real Estate Background:

  • Full time buy and hold investor
  • 6 years of real estate experience 
  • Portfolio consists of 35 units; 17 properties all buy and hold
  • Based in Buffalo, NY
  • Say hi to her on Instagram @wealthfromrentals
  • Best Ever Book: Your Not Listening

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“The best thing about social media for investors is the networking” - Ashley Kehr.

Direct download: JF_2397_Ashley_Kehr.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis will be answering their listeners’ questions and sharing their insights on investing in modern real estate development, like how important our entry cap rates versus exit cap rates in underwriting and how important are preferred returns.

Rather than outsmarting the stock market, the best strategy is to mirror it in your portfolio — typically with investments based on market indexes — and afterward, sit back and see what happens.

We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow.

Click here for more info on groundbreaker.co 

Direct download: JF_2396_Actively_Passive_Investing_34.mp3
Category:general -- posted at: 7:00am EDT

Theo Hicks dives deep into the themes of property management. Ensure that prior to hiring, you ask the right questions. Set expectations upfront with your management company in making sure they can accomplish the job AND have the willingness to accomplish it.

Theo unpacks the five points in dealing with property management: How often do you want to interact with the management company? What types of reports do you want to receive from them? In what form would you want to receive these reports? What metrics should you be looking at? What other things can excellent asset managers do? Listen to this episode as Theo sheds a light onto these compelling questions!

Weekly Performance Review Spreadsheet: https://www.dropbox.com/s/j17v0ib4euafbo0/Weekly%20Performance%20Review%20Template.xlsx?dl=0

Click here for more info on groundbreaker.co 

Direct download: JF_2395_SS_184_Series_118.mp3
Category:general -- posted at: 7:00am EDT

Charlie is an experienced business founder and passionate leader with a history of working in the marketing, travel, hospitality, and real estate investment industries. He is the founding partner of Akras Capital, a company that provides investment opportunities for those seeking passive income. He is currently scaling a real estate investment business focused on multifamily assets in inland growth markets across the US. Charlie is actively involved in the communities he resides, and serves as the local chapter leader for GoBundance, a Nationwide men’s and women’s group that supports “healthy, wealthy men and women leading balanced and epic lives.” In today’s episode, Charlie will be going into details about his journey in real-estate. He will share some challenges on investor relations and their strategies in business and marketing.

Charlie Stevenson Real Estate Background:

  • Founding Partner of Akras Capital
  • 3 years of multifamily investing
  • Portfolio consists of 4 properties totaling 450 units
  • Based in Boulder, CO
  • Say hi to him at: www.akrascapital.com

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“If you try to go alone, you can go fast. But if you go together, you can go far. Go together and create a team. Don’t try to do it alone.” – Charlie Stevenson

Direct download: JF_2394_Charlie_Stevenson.mp3
Category:general -- posted at: 7:00am EDT

Anthony got started in real estate straight out of school. His parents were in business for over 40 years, so it was a natural progression.

Anthony got his license in June 2007. First several months of his career were great. But once the market crashed, he didn’t have a single listing for 6 months. He took that time to build relationships and rapport with people who could help him with his work. The first property he sold gave him a chance to look at the investor side of the real estate world, and Anthony was hooked.

Anthony Mann Real Estate Background: 

 

 

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“I gave up a little bit of income in the short term to be guaranteed income for the rest of my life” - Anthony Mann.

Direct download: JF_2393_Anthony_Mann.mp3
Category:general -- posted at: 7:00am EDT

Melissa started out by doing flips and creating owner finance notes. After being in the business for over 17 years, she is now transitioning into the coaching space. Melissa teaches other real estate investors her skills and helps them customize and apply her guidance to their business.

Melissa was finding up to 80% of her real estate deals with the help of her website. Its biggest advantage is that motivated clients come to you as opposed to you seeking leads via traditional marketing. In this interview, Melissa describes a step-by-step process of finding deals on the website if you don’t’ have any online presence yet.

Melissa Johnson  Real Estate Background:

  • Full-time real estate investor, and the Co-Founder of San Antonio InvestHer meetup group
  • 17 years of real estate experience
  • She has completed over 1000 flips, and has a portfolio of rental properties and notes
  • Based in San Antonio, TX
  • Say hi to her at: www.themelissajohnson.com  

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Testimonials are great for credibility” - Melissa Johnson.

Direct download: JF_2392_Melissa_Johnson_.mp3
Category:general -- posted at: 7:00am EDT

Ellis Hammond is living proof that a real estate investor doesn’t need to have an impressive portfolio in order to inspire and attract other investors. Having a powerful story and motivation is often enough.

As a former missionary and college pastor, Ellis Hammond used to struggle with funding his ministry adequately, so he started looking for other ways to change lives for the better. Now, a full-time investor and entrepreneur, he’s built a business to a greater purpose that served others, and he helps other investors do the same.

Ellis Hammond Real Estate Background: 

  • Full time multifamily investor 
  • Previous guest on JF1866
  • Leads a mastermind community, Kingdom REI, for other faith driven investors
  • Based in San Diego, CA
  • Say hi to him at: www.EllisHammond.com

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Most of my investors right now don’t really care about cash flow” - Ellis Hammond.

Direct download: JF_2391_Ellis_Hammond_.mp3
Category:general -- posted at: 7:00am EDT

Lauren Cohen loves real estate and fills many shoes. She’s an international lawyer, real estate investor, and a coach. She also has a non-profit organization that helps single moms invest in real estate. 

She often works with first-time investors, introducing them to the world of real estate and helping them form a new passive income stream. At the same time, she also works with experienced investors, helping them buy properties not only in their countries but also across borders.

Lauren Cohen  Real Estate Background:

  • Serial entrepreneur, international lawyer, realtor, and cross-border expert
  • 15 years of real estate experience
  • Experience with flips, wholesaling, rentals, and subject-to on hundreds of properties
  • Based in Boca Raton, FL
  • Say hi to her at: www.ecouncilglobal.com/investintheus   
  • Best Ever Book: Take control of your life

 

 

 

Click here for more info on groundbreaker.co 



Best Ever Tweet:

“You have to unpack the package and look at what is right there in front of you” - Lauren Cohen.

Direct download: JF_2390_Lauren_Cohen.mp3
Category:general -- posted at: 7:00am EDT

Today, Theo Hicks and Travis Watts will be answering the question, “Is Multifamily in a Bubble?” and sharing their insights about whether you should be investing right now? Or should we wait for the bubble to pop and take advantage of opportunities? Moreover, what should we be doing? They will also tackle the question, “Is now a good time to get started in Multifamily?” We get to know who we are potentially selling to, what the buying pool and the demand will look like, and the importance of an exit strategy.

Click here for more info on groundbreaker.co 

 

We also have a Syndication School series about the “How To’s” of apartment syndications, and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow.

Direct download: JF_2389_Actively_Passive_Investing_Show_33.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks talks about why and when to bring apartment property management in-house. He will be basing this episode on the presentation given by the founder of Ashcroft capital Frank Roessler at the Best Ever Conference 2021.

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening!

Click here for more info on groundbreaker.co 

Direct download: JF_2388_SS_183_Series_117.mp3
Category:general -- posted at: 7:00am EDT

Karen spent over 25 years in the traditional investment business. Her specialty was helping clients with fixed income. Since interest rates have plummeted in the past decade, Karen started looking for new investment opportunities for her clients. That’s why she left the traditional business and turned to the real estate market.

She started with single-family properties. But since her focus was on helping people mitigate risk, she went on to pursue multifamily property investment. She had the right skill set, so the transition was easy.

Karen Oeser Real Estate Background:

  • She left 25 years of traditional investing experience to pursue real estate
  • Have been investing in single-family for a few years and recently transitioned into multifamily
  • Portfolio consist of 3 single-family rentals and seeking new multifamily deals
  • Based in Greenville, SC
  • Say hi to her at: www.eastlightinvest.com 
  • Best Ever Book: Hidden Investing - Holly Williams

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“I started with single-family, and that is a really great way to get your toe in the water ” - Karen Oeser.

Direct download: JF_2387_Karen_Oeser.mp3
Category:general -- posted at: 7:00am EDT

John’s background is in engineering. In the 1990s, he took his engineering degree to get a job in the finance sector. Later, he joined the New York Stock Exchange. Transitioning into real estate was an easy choice after he flipped his primary residence that was purchased back in the 1990s.

His focus is now on multifamily syndications. He knew that it was a big jump in terms of capital required to run that business, so he started looking for a mentor and a team.

John C Paniagua  Real Estate Background:

  • Works at the NYSE full-time in regulatory technology software development
  • 3 years as a flipper and 1 year as a GP/LP in 3 multifamily syndications
  • Portfolio consists of 3 syndications 
  • Based in Rego Park, NY
  • Say hi to him at: https://www.onewayholdingsllc.com/ 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“When you build a team, you definitely want to not supplement each other but complement each other” - John C Paniagua

Direct download: JF_2386_John_C_Paniagua.mp3
Category:general -- posted at: 7:00am EDT

Scott is a CEO of BiggerPockets, and Mindy is the Community Manager. Together they wrote a book for first-time homebuyers, helping them avoid rookie mistakes. 

They focus on primary resident homeowners who have a lifetime worth of earnings and savings to work with. They teach people how to spend their money without severely impeding their ability to make other investments.

Scott and Mindy  Real Estate Background:

  • Scott is CEO of BiggerPockets
  • Mindy is the Community Manager for BiggerPockets
  • Scott has 6 years of REI experience while Mindy has 20+ years
  • Scott’s Portfolio consists of 3 multifamily projects
  • Mindy has 9 live-in flips, 2 rentals, a mobile home park, and a few syndications 
  • Based in Denver, CO
  • Say hi to them at: www.biggerpockets.com/homebuyerbook 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“You’re spending hundreds of thousands of dollars in most markets. You should know what you’re doing” - Mindy Jensen.

Direct download: JF_2385_Scott_Trench_and_Mindy_Jensen.mp3
Category:general -- posted at: 7:00am EDT

Matthew started his real estate journey at 16 when he purchased a two-family home with his grandmother’s money. Four years later, he bought another property that was a challenge to manage. That experience taught him a lot of lessons that he applied later in his career.

With two other partners, he acquired a two-family house that he managed and renovated. After buying several more units, getting a construction license, and founding a property management agency, they were still looking for new opportunities. That’s when Matthew met a new investor and future partner who helped them take the business to a new level.

 

Matthew Tortoriello Real Estate Background:

  • Full-time real estate investor and property manager
  • 25+ years of real estate experience
  • Portfolio consists of 250 units, flipped 100, & wholesaled over 200
  • Based in Springfield, Mass
  • Say hi to him at: www.yellowbrick.org 
  • Best Ever Book: Recession Proof RE Investing

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Don’t focus on learning everything because you’ll never learn everything. You’ll learn a lot along the way” - Matthew Tortoriello. 

Direct download: JF_2384_Matthew_Tortoriello.mp3
Category:general -- posted at: 7:00am EDT

Aurelien started his real estate journey in 2013 after getting inspired by David Azrieli, a Canadian real estate mogul. He picked up some books on the topic and started by acquiring a fourplex. A couple of years ago, he got interested in mobile parks and pursued that market. Now he has properties in both Canada and the US.

We discussed the differences between managing a mobile park and regular multifamily properties. We also talked about the value of strong personal relationships and rapport when working in the real estate business.

Aurelien Bonin Real Estate Background:

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Rapport is key in our industry” - Aurelien Bonin.

Direct download: JF_2383_Aurelien_Bonin.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis will be answering the podcast listeners’ questions. They cover the topics of cap rates and return split structure. Even though some deals may look great on the surface and offer you great returns, you still have to do your due diligence and make sure that you know what you’re getting into. Theo and Travis provide examples showing how easily the numbers can be skewed or manipulated when it comes to projected returns.

We also have a Syndication School series about the “How To’s” of apartment syndications, so be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening.

Click here for more info on groundbreaker.co 

Direct download: JF_2382_Actively_Passive_Investing_Show_32.mp3
Category:general -- posted at: 7:00am EDT

In today's episode, Theo Hicks introduces a new host of the Best Real Estate Investing Advice Ever podcast show, Ash Patel. His background is in IT, and he stumbled upon the world of real estate because of the tax advantages.

In 2011, he purchased his first property, a mixed-use building. Pretty quickly he noticed that the commercial part of the building required way less involvement on his side, while the residential apartments always needed additional investment of time and money. From then on, his biggest focus was on acquiring more commercial properties.

Ash has a wide span of qualifications. He does his own property management, chases his deals, and invests in bigger projects with Joe. He is a great addition to the podcast, so be sure to check the interviews he’ll be doing!

Click here for more info on groundbreaker.co 

Direct download: JF_2381_SS_182_Series_116.mp3
Category:general -- posted at: 7:00am EDT

Moneeka was aware of the real estate business opportunities since she was a child. Following the American Dream, her parents saved their hard-earned nickels and dimes to buy properties. She graduated college during the recession and started a real estate business of her own.

Moneeka used cash gifted at her wedding as a down payment for her first property. From then on, her real estate business took an intuitive path. 27 years later, Moneeka’s portfolio value is over $12M. Being based in San Jose, California, she specializes in buying executive houses for great long-term renters, and she secures her renters before investing her money into a new property.

Moneeka Sawyer  Real Estate Background:

  • Full-time Podcast host and Investor
  • 27 years of investing experience
  • Portfolio consist of 5 executive homes, also started a ground-up construction project
  • Current portfolio value is about $12M
  • Based in San Jose, CA
  • Say hi to her at: www.blissfulinvestor.com 
  • Best Ever Book: The One Thing - Gary Keller

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Everybody has stress and money issues. Do you want poor people money issues, or rich people money issues?” - Moneeka Sawyer.

Direct download: JF_2380_Moneeka_Sawyer.mp3
Category:general -- posted at: 7:00am EDT

Lauren started working in real estate right out of college. Her journey began in a corporate environment, and she was mostly dealing with commercial properties. Once she had a child, Lauren decided to leave her job and work for herself. At the time, her brother was flipping houses, and he offered her to join the business. In 2016, she started looking for properties outside of the competitive southern California market in order to expand her business. Now, Lauren has a coaching program for those who’d like to go virtual and reach markets all over the country regardless of where they live.

Lauren Hardy Real Estate Background:

  • Real estate investor, coach, and host of wholesaling Inc. Podcast
  • Over 10 years of real estate experience
  • Has invested in 100s of properties, including developing spec houses, and flips
  • Based in Orange, CA
  • Say hi to her at: https://www.wholesalinginc.com/virtual/

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Flipping the house opened up a lot of ways that you could get ripped off by contractors” - Lauren Hardy.

Direct download: JF_2379_Lauren_Hardy_.mp3
Category:general -- posted at: 7:00am EDT

Darrah used to be an entrepreneur who built businesses thinking that bigger was better and more was the way to go. Over time, the four companies she has built took over her life, and Darrah hit the burnout phase.

She restructured her businesses and her life in order to spend more time traveling and learning. That’s how she got into mentorship and coaching, helping other entrepreneurs and investors who are at a burnout point find their passion again.

 

Darrah Brustein Real Estate Background: 

  • Founder of four businesses; Equitable Payments, Network Under 40, Network Over 40, & Mind Your Business Accelerator
  • Author of “Finance Whiz Kids”
  • Prolific writer & interviewer for Forbes & other outlets working with Shaq, Seth Godin, Bobbie Brown & many more
  • Her mission is to connect people to the resources they need to elevate what they do.
  • Based in Atlanta, GA 
  • Say hi to her at: www.darrah.co 
  • Previous guest on JF151

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“We don’t know when it’s enough and why we’re building it in the first place.” - Darrah Brustein.

Direct download: JF_2378_Darrah_Brustein.mp3
Category:general -- posted at: 7:00am EDT

Twelve years ago, Ashley and her husband started looking for investment strategies other than the stock market. They started with a few short-term and long-term rentals, eventually expanding to single-family units with historical background and multifamily units.

Before she formed a company of her own, she was a partner with another investor on a 225-unit multifamily property. Despite having a solid business plan, the company lost 120 people within the first ninety days through evictions and skipping. Ashley tells how she managed to turn around the sticky situation and raise the occupancy to 90% even with Covid-19 as a backdrop.

 

Ashley Wilson  Real Estate Background:

  • Full-time real estate investor
  • 10 years of real estate experience
  • Portfolio consists of 600 units
  • Based in Philadelphia, PA
  • Say hi to her at: www.BadAshInvestor.com 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“The name of the game is to increase your equity.” - Ashley Wilson

Direct download: JF_2377_Ashley_Wilson_.mp3
Category:general -- posted at: 7:00am EDT

Bruce started his real estate journey by buying and repositioning single-family units and worked his way into the multi-family market. His company, Bakerson, now focuses on legacy ownership, making sure that his clients have a solid investment to pass on to their future generations. 

Bruce’s dad owned a bakery and employed his family members. It’s no wonder that his own company now centers around family values too. Legacy ownership doesn’t have to be about status and social rank. Instead, one could build something of value to pass on to their children while also teaching them how to make a living.

Bruce Wuollet Real Estate Background:

  • Owner of Bakerson, & full-time multifamily syndicator
  • Over 18 years of real estate investing experience
  • Bakerson has bought thousands of individual units, repositioned them, and sold them 
  • The personal portfolio consists of 250 units
  • Track record of 16 multifamily - 850 units and transacted over 2,000 single-family homes
  • Based in Scottsdale, AZ
  • Say hi to him at: www.bakerson.com 
  • Best Ever book: Life is Magic by John Dorenbos 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“As an individual, I’m not so concerned whether I’m remembered, but I do want to pass on the work ethic and what got us where we are” - Bruce Wuollet.

Direct download: JF_2376_Bruce_Wuollet.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis are talking about three things that allow people to succeed in the real estate business. While many people focus on the markets, demographics, projections, and other specifics of the business plan, some fundamental things should be right about the deal for it to work. Occasionally, real estate investors get lucky and make a decent return even when some of these laws are bypassed. However, those are exceptions, not the rule.

We also have a Syndication School series about the “How To’s” of apartment syndications, and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening. 

Click here for more info on groundbreaker.co 

 

Direct download: JF_2375_Actively_Passive_Investing_Show_31.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks talks about building a team that lasts. As we’ve mentioned in the previous episodes, your team is one of the risk points of your deal-making process. Nobody wants the hassle of working with people that are not right for your business, and you don’t want to lose credibility by having a high team turnover rate. Theo gives a step-by-step process of putting together a team that lasts and shares some ways of presenting it the right way to your prospective investors.

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening!

Click here for more info on groundbreaker.co 

Direct download: JF_2374_SS_181_Series_115.mp3
Category:general -- posted at: 7:00am EDT

David started his real estate career back when he was working as a hospital administrator in the Democratic Republic of Congo. He was looking for financial freedom and the ability to live and work wherever he wanted.

David partnered with his father, and they started a real estate business together. By the time he went back to the United States, his company has already had an impressive portfolio. To acquire these properties, they followed a simple recipe that worked: save, pay the 20% down payment, rinse and repeat. They now mostly work with small multifamily units, but they also work with commercial properties.

 

David Grabiner Real Estate Background:

  • Full time multi-family real estate investor
  • 6 years of real estate experience
  • Portfolio consist of 137 multifamily units and 14 commercial units
  • Based in Chattanooga, TN
  • Say hi to him on Instagram @Diy_landlord
  • Best Ever Book: Never split the difference - Chris Voss

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Normally, what hurts the revenue and increases expenses is when you have inefficient turnovers” - David Grabiner.

Direct download: JF_2373_David_Grabiner_.mp3
Category:general -- posted at: 7:00am EDT

Chad quit engineering because it pigeonholed him into a very narrow career path. Real estate, however, offered him plenty of opportunities without limits. His family had a real estate business, and he followed in their footsteps.

He started by acquiring a 35-unit multifamily property. It was an off-market opportunity, and the business took off from there. Since then, Chad has taught several classes on how to approach real estate brokers and leverage your perceptual position into getting off-market deals even if you’re a first-time investor.

Chad Sutton Real Estate Background:

  • Full-time real estate investor, formerly Aerospace/Mechanical Engineer
  • 2 years
  • Portfolio consists of 138 units, 5 properties
  • Based in Nashville, TN
  • Say hi to him at: www.thequattroway.com 
  • Best Ever Book: The Honey Bee

Click here for more info on groundbreaker.co 

 

 

 

Best Ever Tweet:

“What you really have to do is build that perceptual position” - Chad Sutton.

Direct download: JF_2372_Chad_Sutton.mp3
Category:general -- posted at: 7:00am EDT

Ravi’s business started with a Google search “How to make money online.” After investing in a course, he started running ads for other people. That’s how he started an advertising agency and massively scaled it.

Ravi believes that the foundations of advertising hold true no matter what business you’re in. Once you write sales letters that convert, that skill can be applied to any industry. 

Ravi Abuvala Real Estate Background: #SkillsetSunday

  • Law school dropout and founder of Scaling With Systems
  • Scaling With Systems is an accelerator that works to bootstrap and scale businesses
  • In the past 14 months, he has scaled two 7-figure businesses with less than $1,000 of his own capital & 4 commission-based employees.
  • Based in Miami, FL
  • Say hi to him at: www.scalingwithsystems.com

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Everyone offers leads; no one offers closings” - Ravi Abuvala. 

Direct download: JF_2371_Ravi_Abuvala.mp3
Category:general -- posted at: 7:00am EDT

Chris Larsen started investing at 21. He was racing bicycles for 7 years on a professional level at the time, but he knew that he could do more with his life.

Investing gave him the feeling of freedom that riding a bicycle once did. He went on to build a portfolio of single-family rentals. Over time, he moved on to multi-family units and commercial real estate and did his first syndication in 2016. Four years and nine syndications later, Chris is here to share his perspective and experience.

 

Chris Larsen  Real Estate Background: #SituationSaturday

  • Full-time real estate investor, author, and sales executive
  • Founder of Next-level income, through which he helps investors become financially independent
  • 20+ years of investing experience
  • Experience in development, private-lending, buying distressed debt, commercial offices, and syndication
  • Based in Asheville, NC
  • Say hi to him at www.nextlevelincome.com 
  • Best Ever Book: Who Not How

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“You don’t identify the deal first. You identify the market first.” - Chris Larsen.

Direct download: JF_2370_Chris_Larsen_.mp3
Category:general -- posted at: 7:00am EDT

In 2010, Sharad started looking for a source of passive income. That’s how he bought his first investment property. A couple of years later, he built a real estate portfolio that allowed him to quit his job as an accountant and become a full-time investor.

His business is now 60% wholesale and 40% retail deals. Now that his business is scaled and streamlined, he started looking for new venues. His company, REsimpli, was built to manage various parts of his business. Now creating a one-stop business solution is his main focus. Having a superstar team allows him to run three successful businesses at the same time.

Sharad Mehta Real Estate Background:

  • Founder and CEO of REsimpli.com, a business in a box for real estate investors
  • 10 years of investing experience
  • Portfolio consists of 75 units 90% free & clear and completed 600 deals in the last 10 years
  • Based in Toronto, CA
  • Say hi to him at: www.resimpli.com 
  • Best Ever Book: Book of Joy

 

 

 

Click here for more info on groundbreaker.co 



Best Ever Tweet:

“The goal is always to keep scaling” - Sharad Mehta.

Direct download: JF_2369_Sharad_Mehta.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis will be making a case for multifamily real estate as an asset class. This episode builds on previous episodes of the Actively Passive podcast that covered various industry reports and showcased in-depth information about the multifamily market.

This time, Theo and Travis are explaining why multifamily real estate is a great choice for passive investment in 2021. And while there are many nuances for each market and specific deals, some common indicators show how profitable and secure the multifamily asset class investments can currently be.

We also have a Syndication School series about the “How To’s” of apartment syndications, and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening!

Click here for more info on groundbreaker.co 

Direct download: JF_2368_Actively_Passive_Investing_Show_30.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks shares three valuable tips that will help you maximize your profits and build trust with potential investors. These tips were originally used specifically for the crowdfunding environment. However, they can be easily adapted for raising capital in other ways.

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening!

Click here for more info on groundbreaker.co 

Direct download: JF_2367_SS_180_Series_114.mp3
Category:general -- posted at: 7:00am EDT

From the music industry to IT, and then to real estate, Frank has always been fond of receiving education and learning something new. While working in IT, he picked up a few properties on the side. In 2011, he walked away from the corporate world and became a full-time investor.

Back then, he started by utilizing the power of tried and true methods of reaching people such as direct mail and networking. In 2020, people are still happy to share what they do in a casual conversation and get on the phone to discuss a deal, so old tricks do work when used properly. 

Frank Iglesias  Real Estate Background:

  • Full-time investor 
  • 11 years of investing experience
  • Portfolio consist of several rentals, construction projects, has completed 100s of deals as a wholesaler & flipper 
  • Based in Atlanta, GA
  • Say hi to him at: www.buyinvestmentassets.com 
  • Best Ever Book: Think and Grow Rich

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Surround yourself with the best people you can afford” - Frank Iglesias.

Direct download: JF_2366_Frank_Iglesias.mp3
Category:general -- posted at: 7:00am EDT

Like many other real estate investors, Mike started his journey at a corporate 9 to 5 job. His buddy suggested branching out and becoming a landlord. Since then, has Mike grown his portfolio and has now become a property manager. Most of his properties were built before the 1940s, and few construction companies in the area could handle that kind of work. That’s why he opened his own construction company. He now has a nice cash flow coming from these adjacent fields, and his companies are working in synchrony with each other.

Mike Bonadies  Real Estate Background:

  • Full-time landlord and owner of Side By Side MRO, a construction company that specializes in pre-1940 construction & property preservation
  • Co-owns TerraVestra Property Management
  • 5 years of construction experience 
  • His personal portfolio consists of 25 units 
  • TerraVestra manages 250 doors, and his construction company works with 600 rental units
  • Based in Sewell, NJ
  • Say hi to him at www.sidebysidemro.com 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“The system includes more problem-solving in pre-1940s construction.” - Mike Bonadies.

Direct download: JF_2365_Mike_Bonadies.mp3
Category:general -- posted at: 7:00am EDT

John cut his teeth as a traditional real estate broker. He escaped the “hamster wheel” of chasing sales thanks to a mentor who put him on the fast track to investing. That paradigm shift made him see licensed agents as problem-solvers for homeowners rather than just salespeople.

Now John teaches real estate agents how to leverage their license into creating 8-10 various income streams as opposed to relying on commission alone. In this episode, he talks about his lead intake process that helps licensees make the most out of their leads.

John Chin Real Estate Background: 

  • John and Ron are the founders of Investor Agent
  • Together they have done 2,800 rentals and flip properties (mostly short sales, foreclosures, and REOs)
  • Closed over $260 Million in residential investments
  • He currently manages over 470 cash flow rentals
  • Based in Orlando, FL
  • Say hi to him at www.investoragent.com 

Click here for more info on groundbreaker.co 

 

 

Best Ever Tweet:

“You’ve got to look at your listing as just one tool in your tool chest. It’s not the main driver of your business ” - John Chin.

Direct download: JF_2364_John_Chin_.mp3
Category:general -- posted at: 7:00am EDT

Gary Beasley is the Co-Founder and CEO of RoofStock, a real estate investment marketplace. He was a previous guest on episode JF1129 where he shared more of his journey and start into real estate but today he is going to share a sticky situation where he was in the middle of a deal and lost his funding while in the middle of it and only had one month left of cash. 

Gary Beasley Real Estate Background:

  • Co-Founder and CEO of RoofStock, a real estate investment marketplace
  • Gary was co-CEO of Starwood Waypoint Residential Trust - which owned and managed 15,000 single-family rentals
  • A previous guest on episode JF1129
  • Based in Oakland, CA
  • Say hi to him at www.roofstock.com 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“It’s amazing how resilient our industry is, especially after COVID19” - Gary Beasley

 

 

 

 

Direct download: JF_2363_Gary_Beasley_.mp3
Category:general -- posted at: 7:00am EDT

Gary’s father’s death pushed him into the real estate investment path. In 2007, he emigrated to Canada from the UK, and that’s when he got serious about doing real estate full-time.

Utilizing his electrical engineering background, Gary became an owner and a contractor of several single-family properties. Through joint venturing, he managed to create a portfolio, eventually refinancing and moving on to a different phase of his life.

Gary Spencer-Smith  Real Estate Background:

  • A full-time investor for the past 8 years
  • 20 years of investing experience
  • The portfolio consists of 24 single-family homes, 5 cabin holiday resort, 110 person restaurant, houseboat, and converted a 24,000 sqft dealership into offices, storefronts, storages, and a warehouse,
  • Based in British Columbia, Canada
  • Say hi to him at: www.revnyou.com 
  • Best Ever Book: Sapiens

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“I looked at what real estate could do for my life, and that was like a switch.” - Gary Spencer Smith.

Direct download: JF_2362_Gary_Spencer_Smith.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis will discuss the importance of thinking about the exit strategy before entering a deal. In a way, this is not the topic that gets covered often since most investors are not thinking ahead far enough. However, selling the asset is a vital part of the investment process.

Travis gives an example of how something that looks like a great buy at first can turn out to be a lemon if nobody wants to take it off your hands. And just because a property is at a great acquisition point, it doesn’t mean that you should jump into the deal.

We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening!

Click here for more info on groundbreaker.co 

Direct download: JF_2361_Actively_Passive_Investing_Show_29.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks shares some of the best practices used by Ted Greene, the Investor Relations Manager of Spartan Investment Group.

Theo shares several techniques that’ll help you build trust and form a relationship with potential passive investors. Many syndicators have been in the business for such a long time that it’s hard for them to put themselves into the shoes of someone who’s looking to become a limited partner for the very first time. And while numbers are of immense importance, one shouldn’t underestimate the power of human connection when sealing the deal.

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening!

Click here for more info on groundbreaker.co 

Direct download: JF_2360_SS_179_Series_113.mp3
Category:general -- posted at: 7:00am EDT

In 2008, Gustavo’s wife got her real estate license. Seeing how well she was doing, Gustavo followed her in 2010. He was doing the real estate hustle part-time as he was still working as a Microsoft Senior Engineer. 

In 2013, he went full time, and in 2015 he transitioned into inside sales. Now his agents utilize Facebook to get motivated leads, making over 50k outbound calls every day.

Gustavo Munoz Castro  Real Estate Background:

  • Former Microsoft Senior Engineer turned Real Estate agent turned inside sales guru
  • Runs one of the largest inside sales teams for real estate in North America, 65 agents making 50k outbound dials a day
  • His Agent set 100 appointments with buyers and sellers every day, mostly from Facebook leads
  • 10 years of real estate experience
  • Based in Mexico and working in the US and Canada
  • Say hi to him at: www.powerisa.com 
  • Best Ever Book: High Output Management 

 

 

 

Click here for more info on groundbreaker.co 



Best Ever Tweet:

“The magic of Facebook is that it can be used for both scenarios, the motivated buyer and the motivated seller.” - Gustavo Munoz Castro

Direct download: JF_2359_Gustavo_Munoz_Castro.mp3
Category:general -- posted at: 7:00am EDT

Brian’s first experience with real estate started when he purchased his first house after reading Kiyosaki’s “Rich Dad, Poor Dad”. As an active duty Marine, Brian was relocated every couple of years. Every time he moved, he added a new single-family home to his portfolio. 

In 2016, he did the math and found out that he was nowhere close to his passive income goal. Looking for ways to scale, he jumped into multifamily units and formed a real estate investment firm with three partners. With his latest acquisition being a 167-unit property, he’s finally approaching his income goal and getting ready to retire from the Marine Corps.

Brian Briscoe Real Estate Background:

  • Active duty US Marine assigned to the Pentagon and co-founder of Four Oaks Capital, a multifamily investing firm
  • Host of a new podcast called “Diary of an Apartment Investor”
  • In 2007 he started in real estate with a single-family home, & in 2018 he jumped into multifamily 
  • His current portfolio consists of 5 apartment complexes; 250 units
  • Based in DC
  • Say hi to him at: www.fouroakscapital.com 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Wherever you’re at, just start small. ” - Brian Briscoe

Direct download: JF_2358_Brian_Briscoe.mp3
Category:general -- posted at: 7:00am EDT

Matthew is a returning guest from episode JF1432 and today he talks about figuring out new ways to accomplish old goals. Matt has been a full-time investor for 15 years and in that time has successfully completed projects involving dozens of fix and flips, office buildings, single-family homes, and apartment buildings.

Matt Faircloth  Real Estate Background:  

  • A full-time investor for 15 years 
  • Completed dozens of flips, office building, single-family, and apartment deals
  • He started with a 30,000 private loan and has completed over $40 million in transactions
  • A previous guest on JF1432
  • Based in Trenton, NJ
  • Say hi to him at www.DeRosaGroup.com

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Move forward with faith and take action” - Matt Faircloth

Direct download: JF_2357_Matt_Faircloth.mp3
Category:general -- posted at: 7:00am EDT

Paul has 7 years of real estate investing experience and currently completes 30-50 fix and flips per year. He also teaches students how to fix and flip and how they can create wealth with rentals to change their life.

Paul Tompkins  Real Estate Background:

  • Full-time real estate investor with his wife Kelsey
  • 7 years of real estate investing experience
  • Portfolio consist of 30-50 flips per year and holds 5 rentals per year
  • Teaches students how to flip homes and create wealth with rentals
  • Based in Tallahassee, FL
  • Say hi to him at: www.flippinexperts.com 
  • Best Ever Book: Capital Gains

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Take a step. Focus on taking one step at a time. Take a step.” - Paul Tompkins

Direct download: JF_2356_Paul_Tompkins.mp3
Category:general -- posted at: 7:00am EDT

After leaving the Marine Corps, Megan used the GI Bill to finance her MBA. With her savings, she and her husband invested in their first house. When they moved into their second home, they rented it out and then sold it. They acquired and flipped several types of properties since then.

A career in real estate gave Megan the flexibility she needed to spend more time with her family. Just a few years into this business, she now has an impressive portfolio. Megan also hosts a local real estate meetup that has awarded her new professional relationships and opportunities.

Megan Greathouse Real Estate Background:

  • Real estate investor and mom
  • In 2019 she left her W2 to focus on family and building her real estate portfolio
  • She started by turning her first home into a rental in 2015 & buying her first outright rental in 2017
  • Portfolio consist of 10 rental units, farmland, 2 flips, & 1 wholesale
  • Based in St. Louis, MO
  • Say hi to her at: www.linkedin.com/in/mkgreathouse/

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“There’s a lot of power in having a very strong network” - Megan Greathouse.

Direct download: JF_2355_Megan_Greathouse.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis will be sharing a list of 5 risk profiles in real estate. And while these risk profiles are the same for any real estate, the hosts will be focusing specifically on multifamily properties.

The list ranges from A-list properties located in the country’s top markets that are considered to be cash flow properties to buildings that are considered to be high-risk investments.

And while it’s important to invest within your risk tolerance, having the property be flagged as “high risk” may not mean that it’s a bad investment. Theo and Travis share their thoughts on what can make a risky investment attractive to a limited partner.

We also have a Syndication School series about the “How To’s” of apartment syndications, and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening! 

Click here for more info on groundbreaker.co 

Direct download: JF_2354_Actively_Passive_Investing_Show_28.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks shares a list of markets that experienced the highest rent growth in 2020. These markets performed well because of the migration trends we discussed several episodes ago. Due to Coronavirus and the increased possibilities that remote work allows nowadays, many young professionals are moving from expensive big cities to smaller towns and suburban areas that allow a lower cost of living.

Theo also shares a list of 25 markets that are projected to have the highest rent growth in 2021. This list is based on the 2021 Multifamily National Report prepared by Yardi Matrix

Click here for more info on groundbreaker.co 

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow.

Direct download: JF_2353_SS_178_Series_112.mp3
Category:general -- posted at: 7:00am EDT

A divorce moved Kevin to change his career path. After working in retail, he decided to try himself in the financial sector working with mortgages. In 2007, he started a Done For You Real Estate company together with his three friends. They make investing in real estate easy by educating their clients about the market and guiding them through the closing process. Their mission is to help people replace their income and secure their future by making a conservative investment that will hold no matter what the economy’s like.

Kevin Clayson  Real Estate Background:

  • Owner of Done For You Real Estate a multi-million dollar real estate investment company
  • 15 years of real estate investing experience
  • His company has transacted around 4,000 single-family homes
  • Based in Utah
  • Say hi to him at www.dfy-realestate.com 
  • Best Ever Book: Go-Giver

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Leave people better off” - Kevin Clayson.

Direct download: JF_2352_Kevin_Clayson.mp3
Category:general -- posted at: 7:00am EDT

Noah Rosenfarb is a full-time investor who counsels entrepreneurs that are looking for ways to enhance their wealth while working less, living more, and enjoying abundance. He has 20 years of real estate investment experience and believes that owning fractional pieces in large assets is an excellent tool to create multiple passive income streams.

Noah Rosenfarb  Real Estate Background:

  • Full-time investor
  • 20 years of real estate experience 
  • Portfolio consist of 3,500+ doors plus 500,000+ feet retail office space
  • Based in Parkland, FL
  • Say hi to him at: www.linkedin.com/in/noahrosenfarb 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“The key is having a map so you will know where you are, where you wanna be, and how you're going to get there. ” - Noah Rosenfarb

Direct download: JF_2351_Noah_Rosenfarb.mp3
Category:general -- posted at: 7:00am EDT

Sterling is a multifamily investor specializing in value-add apartments in Indianapolis and other Midwestern markets. With just over a decade of experience in the real estate industry, Sterling was involved with the management of over $10MM in capital, which is deployed across a $18.9MM real estate portfolio made up of multifamily apartments. In today we Sterling will be going into details about one of his most powerful sales tool, the follow-up.

Sterling White  Real Estate Background:  

  • Full-time real estate investor and author of “From Zero to 400 Units”
  • Over a decade of experience
  • Previous episode - JF1236
  • Portfolio consists of 400 Units
  • Based in Indianapolis, IN
  • Say hi to him at: https://www.sonderinvestmentgroup.com/ 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“The art of the followup separates the newbies from the pros” - Sterling White

Direct download: JF_2350_Sterling_White.mp3
Category:general -- posted at: 7:00am EDT

Lee Kiser was on a previous episode JF1694 so make sure to go listen to get his best ever advice on that episode. A little bit about Lee, he is a principal and managing broker of Kiser Group, and today he will be sharing with you which option you should focus on, single vs multifamily investing. 

Lee Kiser Real Estate Background:

  • Principle and Managing Broker of Kiser Group
  • Before starting Kiser Group, Lee was the top producing apartment broker in Chicago at his brokerage
  • Previous guest on JF1694
  • Based in Chicago, IL
  • Say hi to him at: www.kisergroup.com 

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Going for single-family or multifamily will depend on your goals & what you are trying to accomplish” - Lee Kiser

Direct download: JF_2349_Lee_Kiser.mp3
Category:general -- posted at: 7:00am EDT

Dave Seymour was a firefighter for 16 years and is now a full-time real estate investor who also was on the A&E’s hit TV show “Flipping Boston”. Dave has done millions in real estate transactions and now manages a 100 million dollar fund investing in multi-family.

Dave Seymour Real Estate Background:

  • A  firefighter for 16 years and now is a full-time real estate investor
  • He was acclaimed as the star of A&E’s hit TV show “Flipping Boston” 
  • Has done millions in real estate transactions
  • Now manages a $100 million dollar fund investing in multi-family 
  • Based in Boston, MA
  • Say hi to him at: https://www.freedomventure.com/ 

Click here for more info on groundbreaker.co 

 

 

Best Ever Tweet:

“Educate don’t speculate” - Dave Seymour

Direct download: JF_2348_Dave_Seymour_.mp3
Category:general -- posted at: 7:00am EDT

Today Theo and Travis will be talking about being a passive investor in fund deals and individual deals. They’ll be discussing them from a factual point of view. Hopefully, this detailed comparison will help you figure out which deals are right for you and your real estate business. 

We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. 

Click here for more info on groundbreaker.co 

Direct download: JF_2347_Actively_Passive_Investing_Show_27.mp3
Category:general -- posted at: 7:00am EDT

In today's Syndication School episode, Theo Hicks shares 6 insightful tips on how to scale your multifamily real estate business in the best way possible. The paths you can take will vary depending on your personal goals and business objectives, but Theo’s advice will be helpful no matter if you work all by yourself, have partners, or employees. It will help you utilize your best skills and preserve your vision as you scale.

 

To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow.

Click here for more info on groundbreaker.co 

Direct download: JF_2346_SS_177_Series_111.mp3
Category:general -- posted at: 7:00am EDT

Peak Financing CEO, Anton Mattli, has decades of experience in commercial and investment banking, private equity, and commercial real estate. Throughout his career, he and his team have closed over 5 billion commercial transactions.

Anton Mattli  Real Estate Background: 

  • CEO of Peak Financing
  • He has 20 years of real estate experience 
  • Personal portfolio consists of 200+ units (not syndicated)
  • Based in Dallas, TX
  • Say hi to him at www.peakfinancing.com 
  • Best Ever Book: Tipping Point

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Focus on cash flow” - Anton Mattli

Direct download: JF_2345_Anton_Mattli.mp3
Category:general -- posted at: 7:00am EDT

Elisa Zhang is the owner/principal of 1000+ unit apartment buildings via 1031 exchange and syndication. After quitting her day job to invest in real estate full-time, she is passionate about teaching others to do the same. She now focuses her time and expertise on helping typical nine-to-fivers to quit their job in 10 years or less.

Elisa Zhang Real Estate Background:

  • Quit her W2 in November 2019 to go full-time into syndication and education
  • 11 years of real estate experience
  • Portfolio consists of 8 properties as a general partner and over 1,000 units in Phoenix & Dallas.
  • Also passively invest in an additional 1,000 units
  • Based in Seattle, WA
  • Say hi to her at www.ezfiuniversity.com 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Get out there and do it” - Elisa Zhang

Direct download: JF_2344_Elisa_Zhang_.mp3
Category:general -- posted at: 7:00am EDT

Ryan is a returning guest from the previous episode JF1999 so be sure to check it out to get a full idea of Ryans background in real estate because today Ryan is going to be going into the importance of networking and why you should focus on this skill to improve your real estate business.

Ryan Groene Real Estate Background: 

  • Full-time mobile home park owner and operator
  • Has owned 7 mobile home parks totaling in 300 spaces
  • A previous guest on episode JF1999
  • Based in Charleston, SC
  • Say hi to him at ryan.groene55@gmail.com  

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“The old saying really is true - Your network is your net worth” - Ryan Groene

Direct download: JF_2343_Ryan_Groene_.mp3
Category:general -- posted at: 7:00am EDT

Lindsey Meringer and Amanda Schneider are the power couple of the month with Lindsey being a green beret and an operator in the 10th special forces group, and Amanda was also in the military and later decided to become a full-time real estate agent. They began their journey into the world of real estate in 2016 and currently have a portfolio of 5 single-family rentals, a triplex, and working on growing their portfolio even more.

Lindsey Meringer & Amanda Schneider Real Estate Background:

  • Lindsey is an operator in the 10th Special Forces Group (Airborne), a green beret
  • Amanda is a full-time real estate agent
  • They started their real estate journey in 2016
  • Portfolio consists of 5 single-family rentals, a Triplex, and currently working on a duplex to turn into a 5 unit
  • They have added 11 doors in the past 12 months with 14 overall with the goal of reaching 20 by end of 2020
  • Based in Colorado Springs, CO
  • Say hi to them at: www.TheVeteranREaltor.com 
  • Best Ever Book: The One Thing

 

 

 

Click here for more info on groundbreaker.co 

Best Ever Tweet:

“Both mentorship and your community is important.” - Lindsey Meringer & Amanda Schneider

Direct download: JF_2342_Lindsey_Meringer_and_Amanda_Schneider.mp3
Category:general -- posted at: 7:00am EDT