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

Although you technically don’t need to know how to underwrite a deal in order to be an LP, it can give you a huge advantage in choosing the best deals for your goals. In this episode, Travis explains the basics of underwriting that LPs should know before investing in a deal.

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From starting in college with a 12-unit apartment complex to managing multimillion-dollar portfolios in Austin and Michigan, David Toupin shares his vast experiences, challenges, and the software solution he developed for the industry.

Key Takeaways:

• The Power of Opportunistic Investment: David emphasizes the importance of being asset agnostic and open to opportunities in various sectors of real estate, from multifamily to industrial, and everything in between.
• Challenges with National Tenants: Delve into a real-world challenge David faced with a national tenant in one of his commercial properties. The discussion provides insights into lease negotiations, corporate guarantees, and strategies for damage control.
• Introducing Real Estate Lab: David shares the inception and capabilities of his software platform, Real Estate Lab. Designed as an all-encompassing tool, it aids investors in managing their entire real estate portfolio, from acquisition to exit.
  
  

David Toupin | Real Estate Background

• Owner of Real Estate Lab and Toupin Holdings
• Portfolio:
  • $140M of multifamily and commercial assets
• Based in: Austin, TX
• Say hi to him at: 
  • Instagram
  • realestatelab.com
• Best Ever Book: Never Split the Different by Christopher Voss
• Greatest Lesson: Staying open to opportunities regardless of asset class. You can make money in anything if you buy right.

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As a seasoned expert in acquiring distressed properties, Bruce shares valuable insights on vertical integration, market dynamics, and the importance of a macro thesis in investment. Whether you're new to commercial real estate or a seasoned professional, Bruce's expertise provides clarity on navigating the current landscape and capitalizing on emerging opportunities.

Key Takeaways:

• The Power of Vertical Integration: Bruce elaborates on the pros and cons of vertically integrating your portfolio, focusing on the value of in-house property management. He also shares challenges faced with third-party property management and the importance of a dedicated operational team.
• Understanding Current Market Distress: The implications of rapid interest rate changes on property refinancing and how many operators find themselves in precarious positions. Bruce shares real-time examples of distress emerging from factors like floating rate debts, maturing loans, and expiring rate caps.
• Investment Philosophy & Approaches: The value of disciplined, numbers-driven decision-making in real estate investment. Bruce emphasizes the importance of taking that first step in real estate, the "law of the first deal," and having a clear, long-term macro thesis to guide investment decisions.

Bruce Fraser | Real Estate Background

• Managing Partner Elkhorn Capital Partners, real estate private equity firm that focuses on distressed property situations
• Portfolio: 
  • 2,000 multifamily units
• Based in: Dallas, TX
• Say hi to him at: 
  • LinkedIn
  • elkhornpartners.com 
• Best Ever Book: Creature From Jekyll Island by G. Edward Griffin
• Greatest Lesson: Just buy something. Anything. Most people don’t even make that move. Even if it’s your worst deal, you will learn so much from it, and you’ll be on your way to the future.

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From flex space buildings to multifamily apartments, Seth Teagle shares his experiences, challenges, and insights into real estate development, shedding light on key elements that can make or break a deal.

Key Takeaways:

• Understand the Market Dynamics: It's essential to comprehend the current saturation levels in the real estate market, especially in multifamily apartments. Knowing where to invest and when can be the difference between a successful or a failed venture.
• Due Diligence is Crucial: Before making any property purchase, especially in land development, ensure all due diligence processes, like understanding zoning requirements and the area's economic development plans.
• Optimize for Value-Add: Whether it's ensuring properties have modern amenities or analyzing the cost-benefit ratio of construction elements, always look for opportunities to add value to the investment.
  
  

Seth Teagle | Real Estate Background

• CEO of The Stream Group
• Portfolio:
  • Multifamily and ground up projects
• Based in: Columbus, OH
• Say hi to him at: 
  • www.thestreamgroups.com
  • Instagram
  • LinkedIn
• Best Ever Book: The Creature from Jekyll Island by G. Edward Griffin
• Greatest Lesson: Not everyone in your immediate circle is happy for your successes. Surround yourself with people you’re able to share both good news and bad news with.

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Bonus Operations is a series hosted by apartment owner/operator and Best Ever Show host, Slocomb Reed. In each five- to ten-minute episode, Slocomb provides his top takes for executing your business plan and maintaining cash flow.

In this episode, Slocomb shares the three questions he asks new investors when they ask him for advice about whether or not to seek out long term buy and hold investments. These questions will help determine if long term investing is the right strategy for you.

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In this enlightening conversation with Chad Carson, we unpack the intricate journey of commercial real estate investment. From the balance between aspiration and satisfaction to understanding the deeper reasons behind urban development, Chad offers a unique perspective that integrates real estate knowledge with personal growth and community-building aspirations.

Key Takeaways:

• The Moving Goalpost Phenomenon:
  • Investors often shift their financial targets, leading to a never-ending race.
  • Recognizing your "enough" is pivotal for satisfaction and growth in the industry.
• Importance of Community Understanding:
  • Chad recommends the book "Strong Towns" that emphasizes the financial dynamics and designs of towns, which is crucial for commercial investors.
  • Engaging in local community activities and understanding urban development can influence investment decisions and enhance community welfare.
• The Power in Diversification:
  • Chad shares his strategy for investing in both single family rentals and small multifamily properties to create the ideal portfolio.
  • He also discusses the power in "doing your own thing" with the lessons you learn from others to create the lifestyle you want to live.
    
    

Chad Carson | Real Estate Background

• Owner of Coach Carson
• Portfolio:
  • 37 units, 99 units total - mix of small multifamily and single family homes
• Based in: Clemson, SC
• Say hi to him at: 
  • coachcarson.com
  • The Small and Mighty Real Estate Investor (Chad’s book) 
• Best Ever Book: Strong Towns by Charles Marohn
• Greatest Lesson: Understand your why before you scale quickly. Know where your threshold of success is and stick to it, so you don't end up chasing the ever moving goalposts.

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The Beyond Multifamily series is hosted by non-residential commercial real estate investor and Best Ever Show host, Ash Patel. Ash’s goal for this series is to introduce you to the world of non-residential commercial real estate investing and teach you how to look at and underwrite different commercial asset classes.

In this episode of Beyond Multifamily, Ash Patel dissects the Fed’s recent announcement that they anticipate another rate hike in 2023 and potentially multiple additional hikes in 2024. He shares his thoughts on how this will impact lending, real estate deals, and consumer habits, and why this is not an excuse for investors to stay on the sidelines.

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

Did you know that the purchasing power of the U.S. dollar has fallen 90% since 1950? Or that it fell 7.4% between 2021 and 2022 alone? This is often painted as a bad thing for the economy, but in this episode of Passive Investor Tips, Travis Watts explains why it’s not necessarily a bad thing for real estate investors.

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Bonus Operations is a series hosted by apartment owner/operator and Best Ever Show host, Slocomb Reed. In each five- to ten-minute episode, Slocomb provides his top takes for executing your business plan and maintaining cash flow.

In this Bonus Operations episode, Slocomb Reed shares the right questions to ask as well as the right variables and qualification criteria for rental tenants. He discusses topics like when to allow a co-signer, pet policies, how to check eviction histories, and more.

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In this episode, we sit down with Josh Cantwell, a seasoned commercial real estate investor, and discuss his journey in the industry, his strategies for success, and the secrets to raising capital effectively. Whether you're a novice or an experienced commercial real estate investor, you're sure to find valuable insights in this conversation.

Key Takeaways:

• The Power of Raising Capital: Josh emphasizes the importance of having a dedicated team member focused on raising capital. Building relationships and a strong online presence through various media channels, like podcasts and social media, can help attract investors. His advice: "Funding equals freedom."
• Lessons from Co-Syndication: Josh shares a valuable lesson learned from co-syndicating deals. He stresses the importance of thoroughly vetting boots-on-the-ground operators when partnering on syndications. Failing to do so can lead to operational challenges and missed opportunities for profit.
• Investing in Stable Markets: Josh's strategy revolves around investing in stable markets like the Midwest, focusing on C-class buildings in B-class areas. He believes in holding properties long-term for cash flow stability, often targeting a 42 to 48-month refinance period. His experience and insight into market stability are evident in his approach to real estate investing.
  
  
  

Josh Cantwell | Real Estate Background

• CEO of Freeland Ventures
• Portfolio: 
  • 3,000+ units
• Based in: Cleveland OH
• Say hi to him at: 
  • www.freelandventures.com
  • Facebook
  • YouTube
• Best Ever Book: The Infinite Game by Simon Sinek
• Greatest Lesson: Funding equals freedom. Someone on your team needs to be 100% dedicated to raising capital.

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Ever wondered how to thrive in the unpredictable world of commercial real estate? Get ready to uncover the secrets of success as we dive into the dynamic realm of commercial real estate investing with Drew Breneman, the mastermind behind Brenneman Capital. Drew specializes in transforming multifamily properties. Today he is leaning into core-plus investments, and he's here to share game-changing insights for today's savvy investors.

Key Takeaways:

• Adapting to Market Volatility: Drew discusses how his company adapted to market volatility in the past few quarters, particularly in response to the Federal Reserve's actions on interest rates. He emphasizes the importance of fixed-rate debt and minimizing variables in investment strategies.
• Market-Specific Insights: Drew provides a fascinating contrast between the performance of his Chicago and Phoenix properties. While Chicago has exceeded revenue and expense projections, Phoenix has seen slower-than-expected rent growth, highlighting the significance of understanding local market dynamics.
• Investor Sentiment and Strategy: Drew sheds light on shifting investor sentiment in commercial real estate. He discusses the balance between seeking high IRR and opting for secure, income-generating properties with lower loan-to-values. Drew emphasizes the importance of a mindset that believes in your ability to succeed in real estate investing.
  
  

Drew Breneman | Real Estate Background

• Founder of Breneman Capital
• Portfolio:
  • $220MM value
  • 28 buildings: 22 multifamily in Chicago and Phoenix, 6 commercial in Minneapolis

• Based in: Austin, TX
• Say hi to him at:
  • www.breneman.com
• Best Ever Book: Investing In Real Estate By Gary Eldred
• Greatest Lesson: Mindset can be a huge advantage. If you believe you can do it, you can. 

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

Bronson Hill | Real Estate Background

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

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

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In this episode, we dive into the lucrative world of mobile home park investments with Jason Postill, a former professional baseball player turned real estate investor. Jason shares his journey from the sports arena to assembling a successful real estate team, all while providing valuable insights into the mobile home park investment landscape. Discover how he and his team turned vacant lots into cash-flowing assets, his strategies for financing mobile home parks, and why preserving affordable housing is a top priority.

Key Takeaways:

• Overcoming the Track Record Challenge: Jason emphasizes that, even without a track record, it's possible to enter the competitive commercial real estate market. He highlights that their first deal was owner-financed, and they didn't need a significant track record to secure it. Building relationships with local community banks and having a solid business plan can open doors for investors, regardless of their experience.
• Mobile Home Park Financing Strategies: Jason discusses various financing options for mobile home parks, including owner financing and working with local community banks. He shares that they often opt for owner financing, providing down payments ranging from 10% to 50%. Jason emphasizes the importance of finding financing terms that align with your investment goals and strategy.
• Long-Term Hold Strategy and Investor Returns: While Jason's team has ambitious goals, including holding 10,000 units by 2028, they maintain a buy-and-hold strategy. They aim to refinance properties within three to five years to return capital to investors. Their typical offering includes an 8% preferred return and a 70% equity split with a seven-year hold period. This strategy allows them to maintain properties, preserving affordable housing for the long term while providing returns to investors.
  
  

Jason Postill | Real Estate Background

• Managing Partner of MHCI Group
• Portfolio: 
  • 16 mobile home parks, 749 units
• Based in: New Smyrna Beach, Florida and Little Rock, Arkansas
• Say hi to him at: 
  • www.mhcigroup.com
• Best Ever Book: The ONE Thing by Gary W. Keller
• Greatest Lesson: Don't get stuck in analysis paralysis. Do your due diligence, and take action.

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Bonus Operations is a series hosted by apartment owner/operator and Best Ever Show host, Slocomb Reed. In each five- to ten-minute episode, Slocomb provides his top takes for executing your business plan and maintaining cash flow.

To VA or not to VA, that is the question. In this Bonus Operations episode, Slocomb Reed shares the pros and cons of working with virtual assistants, how he utilizes them in his apartment operations, how he onboards and trains them, and how he saves money by doing so.

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

What are you doing with your time, and what is your time worth? It’s easy enough to answer the first question, but more challenging to answer the second. In this episode, Travis walks through the three step process to calculate your time value and shares how passive income can help you maximize your time to elevate your lifestyle.

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Bonus Operations is a series hosted by apartment owner/operator and Best Ever Show host, Slocomb Reed. In each five- to ten-minute episode, Slocomb provides his top takes for executing your business plan and maintaining cash flow.

Dumpsters are more than garbage collectors. They can tell you a lot about a property and its tenants, which gives you a leg up as a potential operator. In this episode, Slocomb Reed shares the three reasons why he loves dumpsters and what they can tell you about a multifamily investment property.

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Meet Jorge Abreu, a real estate visionary with over 17 years of experience. Buckle up as we explore the thrilling world of commercial real estate development, uncovering its unique challenges, and discovering the immense rewards it holds. From city hall showdowns to construction conundrums, Jorge spills the beans on what it takes to succeed in this high-risk, high-reward arena. So, are you ready to dig deep into the secrets of ground-up development?

Key Takeaways:

• Risk and Reward in Development: Jorge emphasizes the increased risk associated with commercial real estate development, from the entitlement stage to construction. However, with the right approach and a low basis, the potential rewards can be substantial. A lower basis ensures more room for profit, making the risk worthwhile.
• City Approvals and Entitlements: Developing commercial real estate involves navigating complex city approval processes. Jorge discusses the importance of securing approvals from city officials, zoning, and city councils. These stages can be time-consuming and challenging, requiring patience and expertise.
• Comparing Development vs. Value-Add: Jorge sheds light on the differences in returns between development and value-add projects. While both target a 15-16% IRR, ground-up development projects generally offer higher returns on equity multiples. Understanding these variations is crucial for investors when choosing their investment strategy.

Jorge Abreu | Real Estate Background

• Elevate Commercial Investment Group
• Portfolio: 
  • Multifamily properties in TX, OK, SC, SD, FL
• Based in: Dallas, TX
• Say hi to him at: 
  • Instagram
  • Facebook
  • LinkedIn
  • www.elevatecig.com 
• Best Ever Book: Traction by Gino Wickman
• Greatest Lesson: Spreading myself too thin early on taught me to focus on growing one thing at a time before moving on.

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Join us as we uncover the secrets to Clive Davis's rapid scaling in the world of commercial real estate investing. From networking epiphanies to adaptable strategies, Clive shares the key factors that propelled his journey from the corporate world to real estate riches, and how he's navigating today's dynamic market to attract investors.

Key Takeaways:

• Networking is Paramount: Clive emphasizes the transformational power of networking in real estate. He shifted his perception from underestimating networking during his corporate career to recognizing its pivotal role in building a successful real estate investing business.
• Adaptation is Key to Success: Clive's ability to adapt to different deal structures and opportunities has been instrumental in his rapid scaling. He discusses how being open to non-traditional deals, like HUD loan assumptions, and offering compelling terms to investors can make all the difference in today's competitive market.
• Teamwork Facilitates Scaling: Clive's journey is a testament to the value of strong partnerships and teams. He highlights how collaboration with partners who have expertise in specific markets or deal types allowed him to venture into new territories and successfully scale his real estate investments.

Clive Davis | Real Estate Background

• Founding Principal, Park Royal Capital
• Portfolio:
  • 750 MF GP units
  • 2,000 LP MF units
  • 90 acre development and 142 MF unit development
• Based in: Atlanta, GA
• Say hi to him at: 
  • parkroyalcapital.com
• Best Ever Book: Will by Will Smith
• Greatest Lesson: The only thing holding us back is fear of the unknown.

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In this episode, seasoned real estate investor Jonathan Twombly takes us on a journey through the world of independent hotel investments. With over a decade of experience, he shares his insights on finding, renovating, and managing these unique real estate assets.

Key Takeaways:

• Unique Opportunities in Independent Hotels: Independent hotels in smaller markets can often be found listed on platforms like LoopNet and Crexi, providing unique investment opportunities. Brokers specializing in these assets may list them on such platforms to broaden their reach. This accessibility can make finding these opportunities easier compared to larger, branded hotels.
• The Power of Hands-On Experience: To truly understand the hotel business, Jonathan emphasizes the importance of taking action and gaining hands-on experience. Learning by doing, making offers, walking properties, and engaging in real deals can provide invaluable knowledge and insight.
• Creative Strategies for Hotel Investments: Jonathan's experience showcases the potential for transforming older, undervalued properties into thriving businesses by applying creative strategies. He highlights the value of market research, renovations, and understanding the local economy to maximize revenue and returns.

Jonathan Twombly | Real Estate Background

• Managing Member - Two Bridges Asset Management LLC
• Portfolio:
  • One hotel
  • Co-GP in 2,400 apartment units
• Based in: Brooklyn, New York
• Say hi to him at: 
  • apartmentinvestorsclub.com
  • twobridgesmgmt.com
  • LinkedIn
• Best Ever Book: Who Not How by Dan Sullivan
• Greatest Lesson: Step away from your computer, and get out into the real world. You will learn multiples by taking action than you ever did from research.

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Ever dreamed of achieving financial freedom through real estate investing? Join us as we uncover the secrets of Mel and Dave Dupuis's extraordinary journey. With over 240 units across five countries, they've mastered the art of creative financing and portfolio diversification, all without their own capital or joint venture partners.

Key Takeaways:

• The Power of Creative Financing: Mel and Dave's journey began with traditional real estate investing, using their own funds. However, they soon realized that working multiple jobs wasn't the path to financial freedom. Creative financing became their game-changer. They discussed using secured funds like 401(k) and RRSPs, promissory notes, and owner financing to acquire properties with minimal risk and maximum returns.
• Expanding Across Borders: The duo shared their motivation for venturing into different countries, such as Canada, the US, Costa Rica, Mexico, and the Dominican Republic. Their aim was to diversify their portfolio, manage risk, and enjoy the perks of traveling. By implementing their creative financing strategies in international markets, they've successfully continued to grow and thrive.
• Adapting to Changing Markets: As seasoned investors, Mel and Dave discussed how they stay ahead of market changes. They emphasized the importance of researching secondary and tertiary markets, like those in Alberta, Texas, and Florida, which offer higher cap rates and cash flow potential. They also highlighted the growing interest from investors with registered funds, looking for stable, real estate-backed returns in today's uncertain economic climate.

Mel and Dave Dupuis | Real Estate Background

• Real estate investors and mentors with “The Action Family”
• Portfolio:
  • 240+ multifamily units solely owned in 5 countries
• Based in: North Bay, Ontario
• Say hi to them at: 
  • Instagram
  • Facebook

• Best Ever Book: The Ultimate Blueprint for an Insanely Successful Business by Keith Cunningham
• Greatest Lesson: You don't need to use your own money to grow your portfolio.

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This episode is the audio from our August 2023 meetup in which host Slocomb Reed guides a panel of short-term rental investment experts. The panel, which includes Danny Henry of Liberty Hill Rentals, Sarah Karakaian of Stay a While Hosting Co., and Yiwei Chang of Pink Cash Cow Property Management, talks about the latest in the short term rental market - what amenities are hot right now, how to deliver great experiences to guests, and how to scale your portfolio.

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Ever wondered how a corporate setback transformed into a self-storage success story? From unexpected career shifts to pioneering self-storage strategies, get ready to unravel the journey of Tom Dunkel, the Chief Investment Officer at Bellrose Storage Group, a seasoned investor who turned challenges into opportunities, all while carving a niche within a niche. Discover the untapped potential of contractor storage and flex space markets, and glean insights into building a powerhouse team that drives commercial real estate success.

Key Takeaways:

• Niche within a Niche: Contractor Storage and Flex Space: Tom discusses the benefits of offering climate-controlled flex industrial units with amenities like electricity and security features to attract contractors and businesses.
• Investor Insights: Building a Solid Team and Finding Deals: Tom emphasizes the importance of assembling a strong team and building a network of experts and partners. Tom also offers advice on seeking out mastermind groups, investor meetups, and networking opportunities to connect with potential team members and partners.
• Lessons from Self-Storage Success and Pivoting Strategies: Tom shares the pivotal lessons learned from transitioning from the corporate world to entrepreneurship, including facing challenges head-on. He also shares strategies for success in self-storage, such as seeking niche opportunities, embracing value-add strategies, and aligning investments with high net worth investors.

Tom Dunkel | Real Estate Background

• Chief Investment Officer, Belrose Storage Group
• Portfolio:
  • 11 self storage facilities across 7 states
• Based in: Wayne, PA
• Say hi to him at: 
  • Facebook
  • LinkedIn
• Best Ever Book: Who Not How by Dan Sullivan
• Greatest Lesson: Be intentional about who you choose to be on your team and who you choose to partner with.

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

In this episode, Travis reviews the basics of multifamily syndication - how it works, who the key players are, and the terms you need to know as an LP. He then walks through a full cycle business plan to see how much you could make by investing $100,000. 

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Ever wondered how to secure multi-million dollar acquisitions in the competitive world of commercial real estate? Join us as we unlock the strategies and insights behind Bryant Dawson's remarkable journey. He's the mastermind behind a multi-property deal worth over $50 million, and in this interview, he's sharing his playbook on successful capital raising, property evaluation, and forming strategic partnerships. 

Key Takeaways:

• Effective Capital Raising: Bryant discusses his multi-property acquisition worth over $50 million and delves into the nuances of effective capital raising in today's market. 
• Property Evaluation and Due Diligence: From on-site inspections, drone flyovers, and underwriting, discover the essential steps his team takes to ensure the success of their investments.
• Strategic Partnerships and Institutional Quality: Bryant highlights the concept of institutional quality assets, offering a comprehensive overview of what distinguishes such properties and how they attract institutional investors.

Bryant Dawson | Real Estate Background

• CEO of Ingram Capital, a real estate investment company that provides affordable housing for tenants while maximizing returns for investors.
• Portfolio:
  • Single-family and multifamily properties 
• Based in: Sedalia, MO
• Say hi to him at: 
  • ingramcapital.fund
  • LinkedIn
• Best Ever Book: Rich Dad Poor Dad by Robert Kiyosaki
• Greatest Lesson: Get started as soon as possible, and find a mentor.

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Are your real estate investments in jeopardy due to a hidden tax? Join us as we dive into the world of real estate taxation with Keith Fromm, a seasoned attorney, litigator, and real estate developer with over 40 years of experience. Based in Los Angeles, Keith exposes the shocking reality of the ULA tax, a controversial property tax that's causing waves in the industry. From misleading labels to its wide-ranging impact, discover how Keith is taking the fight against this unfair tax to the courts and why it matters to your investments.

Key Takeaways:

• Understanding the ULA Tax: Keith breaks down the ULA tax, a seemingly deceptive policy sold to the public as a "mansion tax," but in reality, it applies to all types of real estate transactions over certain thresholds. Discover the implications of this tax, from its high rates to its retroactive nature, and how it's affecting the real estate market in Los Angeles.
• Constitutional Challenges and Legal Approach: Keith sheds light on the various constitutional violations posed by the tax, from equal protection to freedom of speech, and explains how these challenges are being pursued through litigation. Learn how his efforts are not only focused on overturning the tax but also on creating a precedent that protects property rights.
• Real Estate Development Insights: Beyond the legal battle, Keith shares his journey as a real estate developer and the lessons he's learned from his experiences, from adapting to changing demographics to leveraging marketing strategies tailored to specific audiences.

Keith Fromm | Real Estate Background

• Real Estate Attorney and Litigator
• Based in: Los Angeles, CA
• Say hi to him at: 
  • fightula.com
• Best Ever Book: Great Expectations by Charles Dickens
• Greatest Lesson: Don't give up, and keep fighting. It will not only benefit you in the end, but thousands of others as well.

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Ready to unravel the secrets of successful multifamily real estate investing? Dive into a captivating discussion with Reid Bennett, a multifamily industry veteran with over 22 years of experience. Explore multifamily strategies, lender insights, and market dynamics that can reshape your investment approach and maximize your gains.

Key Takeaways:

• The Power of Networking in Commercial Real Estate: Learn how to effectively build relationships with brokers and other key players in the industry, and discover the importance of demonstrating your legitimacy as a buyer.
• Insights into Distressed Assets and REO Properties: Delve into the world of distressed multifamily assets and Real Estate Owned (REO) properties. Bennett provides valuable advice on how to approach lenders, manage properties in receivership, and navigate the challenges posed by insurance rates and market uncertainties.
• Strategies for Real Estate Success and Economic Trends: Gain valuable insights into the current economic landscape, lending trends, and rate forecasts. Bennett shares his thoughts on conservative underwriting, the impact of rising interest rates, and the potential benefits of seller financing in today's market conditions.

Reid Bennett | Real Estate Background

• National Council Chair of Multifamily Properties for SVN, a full-service commercial real estate franchisor of the SVN® brand comprised of over 1,600 commercial real estate advisors and staff that continues to expand across the globe. Multifamily real estate broker who works without council to serve multifamily clients in over 170 markets around the country.
• Based in: Chicago, IL
• Say hi to him at: 
  • LinkedIn
  • Twitter
• Best Ever Book: Insider’s Edge to Real Estate Investing by James L. Nelson
• Greatest Lesson: Hire a coach, and if you don't have an admin, you are one.

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Ever wondered how a former NFL player transitioned from the football field to thriving in the world of multifamily real estate? Get ready to uncover the playbook of Yannik Cudjoe-Virgil as he shares his remarkable journey from the gridiron to becoming a successful real estate investor. From leveraging relationships to capital raising tactics, Yannik reveals the game-changing strategies that propelled him to success in the commercial real estate arena.

Key Takeaways:

• The Power of Relationships and Networking: Yannik shares insights into how his background in the NFL and his connections within the sports community opened doors for capital raising and partnerships.
• Lessons in Partnerships and Operations: Yannik shares the benefits of having a reliable partner who complements your skills and expertise in multifamily investing. He discusses the challenges and lessons learned from operating smaller multifamily properties and the importance of building a scalable infrastructure for growth.
• Effective Deal Sourcing and Broker Relationships: Yannik shares his strategy for sourcing deals through direct broker relationships, focusing on becoming a preferred buyer. He provides advice on providing honest and constructive feedback to brokers when evaluating potential deals.

Yannik Cudjoe-Virgil | Real Estate Background

• Principal at Merlynn Acquisitions, which focuses on value-add Class C apartments in Baltimore
• Portfolio:
  • GP in 69 units
• Based in: Baltimore, MD
• Say hi to him at: 
  • LinkedIn
• Best Ever Book: The Power of Now by Eckhart Tolle
• Greatest Lesson: The importance of building your infrastructure as early as possible to scale seamlessly.

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Are you a commercial real estate investor looking to uncover hidden opportunities in the market? In this episode, Slocomb Reed interviews Anthony Scavo, President and COO of Basis Industrial, a vertically integrated real estate owner operator. Join us as Anthony shares his insights into the world of multi-tenant industrial properties and how Basis Industrial successfully pivoted their strategy. From supply-demand imbalances to adapting in a changing market, this episode provides valuable advice for investors aiming to make informed decisions.

Key Takeaways:

• Navigating Shifting Markets: Discover how Basis Industrial's pivot from self-storage to multi-tenant industrial properties was driven by recognizing supply-demand imbalances and adapting to changing market conditions.
• Investment Strategies: Anthony discusses the importance of positive leverage and finding properties that align with market trends. He highlights the significance of patient and strategic investment decisions in the current market environment.
• Learning from Mistakes: Learn from Basis Industrial's experiences as Anthony shares a key lesson about the importance of having backup plans and not repeating the same mistake twice. Find out how a nimble approach to staffing can mitigate challenges and setbacks.

Anthony Scavo | Real Estate Background

• President and COO of Basis Industrial
• Portfolio:
  • Self-storage, Industrial, Retail, Office and Residential
  • Over $750MM in AUM
• Based in: Boca Raton, FL
• Say hi to him at: 
  • Instagram
  • LinkedIn
• Best Ever Book:  Made in America by Sam Walton
• Greatest Lesson: When a mistake is made, don't panic, learn from it to make sure it doesn't happen again.

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

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

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

Key Takeaways:

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

Colm McEvilly | Real Estate Background

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

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

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

Key Takeaways:

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

Carter Malloy | Real Estate Background

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

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

Key Takeaways:

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

Joseph DelleFave | Real Estate Background

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

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

Key Takeaways:

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

Dave Spooner | Real Estate Background

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

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

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

Key Takeaways:

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

Nic McGrue | Real Estate Background

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

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

Key Takeaways:

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

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

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

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

Key Takeaways:

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

Michael Barnhart | Real Estate Background

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

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

Key Takeaways:

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

Kim Lisa Taylor | Real Estate Background

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

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

Key Takeaways:

Diverse Market Strategies for Success:

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

Balancing Risk and Return with Value-Add Investments:

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

Taking a Holistic Approach to Investment Metrics:

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

Chad Zdenek | Real Estate Background

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

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

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

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

Dave Foster | Real Estate Background

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

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

Tony Lopes | Real Estate Background

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

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

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

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

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

Key Takeaways:

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

Cody Laughlin | Real Estate Background

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

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

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

Key Takeaways:

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

Bob Lachance | Real Estate Background

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

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

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

Joshua Meyer | Real Estate Background

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

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

Andy McQuade | Real Estate Background

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

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

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

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

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

Robbie Faithe | Real Estate Background

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

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

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

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

Vanessa Alfaro | Real Estate Background

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

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

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

Clint Harris | Real Estate Background

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

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

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

Bronson Hill | Real Estate Background

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

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

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

Zach Lemaster | Real Estate Background

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

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BAM Capital

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

Dana Bull | Real Estate Background

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

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

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

Cody Bjugan | Real Estate Background

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

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

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

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

Vikram Raya | Real Estate Background

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

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

Chris Pomerleau | Real Estate Background

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

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BAM Capital

Matthew Amabile is the owner of Amabile Investments and host of the Financial Freedom Fast podcast. He is well-known for retiring at the age of 25 through real estate investing. In this episode, Matthew lays out the four-step roadmap for how he achieved financial freedom so early in life, his trick for building relationships to find the best deals, and what to do when you can’t bring capital to the table.

Matthew Amabile | Real Estate Background

• Owner of Amabile Investments and host of the Financial Freedom Fast podcast
• Portfolio:
  • Multifamily and single-family properties throughout NJ
• Based in: Phillipsburg, NJ
• Say hi to him at: 
  • Instagram
  • Podcast
• Best Ever Book: $100M Offers by Alex Hormozi
• Greatest Lesson: Keep expenses low to save more and invest in cash-flowing assets. Use partners to supercharge your investing.

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BAM Capital

Aaron Yassin is the director of operations and design & planning at Hive Developers, which develops ground-up condominiums in Brooklyn with a focus on sustainability, energy efficiency, and design.

In this episode, Aaron shares how his company maintains profitability in one of the most highly regulated markets in the world when it comes to ground-up construction and multifamily. He also discusses the design elements that are driving the future of development and the major risk factors you have to consider before entering NYC as a developer.

Aaron Yassin | Real Estate Background

• Director of Operations and Design & Planning at Hive Developers
• Portfolio:
  • Consolidated into a few LP positions, including Hive Developers’ own projects
• Based in: Brooklyn, NY
• Say hi to him at: 
  • designdrivesvalue.com
  • LinkedIn
• Best Ever Book: You Are the Brand by Mike Kim
• Greatest Lesson: Know the obstacles to developing in a city like New York before you start, such as how to navigate troublesome neighbors and how the process works with the Department of Buildings.

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Faraz Hemani is the owner of Pebble Ridge Capital, which manages storage facilities with zero onsite staff through technology and automation. In this episode, Faraz talks about his recipe for success when it comes to acquiring and managing 10 self-storage facilities across four states. He also shares why he is expanding into flex industrial and advice for those looking to make the jump from storage.

Faraz Hemani | Real Estate Background

• Owner of Pebble Ridge Capital
• Portfolio:
  • 10 self-storage facilities in four different states
  • Land for development
• Based in: Houston, TX
• Say hi to him at: 
  • LinkedIn
  • Twitter
• Best Ever Book: Sapiens by Yuval Noah Harari
• Greatest Lesson: Intelligence/talent only takes you so far. Personality, hard work, and risk tolerance are everything.

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Ash Patel is the founder of Invest Beyond Multifamily, which invests in daily-use, necessity-based commercial real estate properties in growth markets. He is also a host of The Best Ever Show podcast. This episode features a recent talk Ash gave at the Best Ever Cincinnati Real Estate Meetup. He discusses the major lessons he’s learned over the past 10 years as a full-time investor and advice for time management and goal setting.

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

When you’re trying to grow your net worth and forge a path to success, many people say to mimic the wealthy and successful. Well, most high-net-worth and ultra-high-net-worth individuals have a large portion of their portfolios in private equity. There are a variety of benefits to private equity such as diversification and tax advantages, but is it the right path for you? In this episode, Travis discusses how to make this decision.

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Ruben Greth is the managing partner and full-time syndicator at Legacy Acquisitions, which raises capital for commercial real estate syndications. In this episode, Ruben shares his advice for developing an infrastructure around capital raising, how he deals with common objections from LPs, and the many benefits of ground-up development as it relates to build-to-rent projects.

Ruben Greth | Real Estate Background

• Managing partner and full-time syndicator at Legacy Acquisitions
• Portfolio:
  • 475 doors
  • Three build-to-rent subdivisions in different phases of development 
• Based in: Phoenix, AZ
• Say hi to him at: 
  
  • capitalraisershow.com
  • legacyacquistions.com
  • LinkedIn

• Best Ever Book: How to Own Your Own Mind by Napoleon Hill
• Greatest Lesson: Anytime you have the opportunity to keep real estate, do so.

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Shane Thomas is the co-founder and managing partner at Catalyst Equity Partners, which specializes in multifamily real estate investing and repositioning well-located assets. In this episode, Shane shares communication tactics to keep investors primed for potential opportunities when deal flow is down, how he is diversifying with other asset classes while remaining focused on multifamily, and what he would have done differently to scale faster.

Shane Thomas | Real Estate Background

• Co-founder and managing partner at Catalyst Equity Partners
• Portfolio:
  • 1,900+ units
  • $300M in assets under management
• Based in: Houston, TX
• Say hi to him at: 
  • catequity.com
  • LinkedIn
• Best Ever Book: King of Capital by David Carey
• Greatest Lesson: Under-capitalizing our first heavy value-add deal.

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Sief Khafagi is the founder of Techvestor, which provides investors with a strategic way to invest in short-term rental investment properties. In this episode, Sief discusses the short-term rental landscape as it stands today and how Techvestor is overcoming some of the common pitfalls many operators are encountering to thrive and build a strong portfolio. He also shares Techvestor’s business plan and how they identify ideal markets for their short-term rental properties.

Sief Khafagi | Real Estate Background

• Founder of Techvestor
• Portfolio:
  • 120+ short-term rentals
• Based in: Los Angeles, CA
• Say hi to him at: 
  • techvestor.com
  • LinkedIn
• Best Ever Book: Purple Cow by Seth Godin
• Greatest Lesson: Go after the things that scare you, and find folks that are willing to take the ride with you.

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BAM Capital

Brooke Ceballos-Pinero is the CEO and co-founder of Empower Capital, which empowers people financially where they live, work, and play via passive investment opportunities through multifamily real estate acquisitions focusing on women and marginalized communities.

In this episode, Brooke speaks the truth about why there aren’t more women in commercial real estate and how we can change that. She also discusses the power of mentorships and why showing up in person for yourself at events and masterminds can make all the difference in your career.

Brooke Ceballos-Pinero | Real Estate Background

• CEO and co-founder of Empower Capital
• Portfolio:
  • LP of 676 units
  • GP of 581 units and one NNN lease

• Based in: Rocklin, CA
• Say hi to her at: 
  • Instagram
  • LinkedIn

• Best Ever Book: Tools of Titans by Tim Ferriss
• Greatest Lesson: No deal is better than a bad deal. Investors are your lifeline and your reputation is everything. Don't risk it.

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Jim Fredo is the key principal and founder of Spring Capital Partners, which employs the BRRRR method to add value and refinance funds quickly, holding long-term for cash flow. In this episode, Jim shares his business plan and timeline for cash-out refinancing on multifamily deals, what he learned from a recent 28-unit purchase, and how he’s overcome the biggest struggle of finding adequate contractors to cover the renovations.

Jim Fredo | Real Estate Background

• Key principal and founder of Spring Capital Partners
• Portfolio:
  • 97 doors 
    Single-family rentals and multifamily
• Based in: Pittsburgh, PA
• Say hi to him at:
  • springcapital.partners
  • Facebook
  • LinkedIn
• Best Ever Book: Can’t Hurt Me by David Goggins
• Greatest Lesson: Be creative, but don’t force a deal.

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BAM Capital

Christine Hsu is the co-founder and COO of Noblivest, which is a syndication and fund that invests in commercial real estate, offering passive income opportunities to accredited investors who are interested in minimizing risk and maximizing cash flow.

In this episode, Christine discusses the importance of due diligence when it comes to vetting deals, investors, and syndicators. She also shares her tips for attracting investors outside of your circle and why it’s important to always remember your “why”.

Christine Hsu | Real Estate Background

• Co-founder and COO of Noblivest
• Portfolio:
  • Five rental properties in Philadelphia and NY
  • GP/fund manager of 1,400+ units in AL, AZ, FL, and TX
• Based in: Westchester, NY
• Say hi to her at: 
  • noblivest.com
  • LinkedIn
• Best Ever Book: Getting to Neutral by Trevor Moawad
• Greatest Lesson: Figure out your why, and ground yourself in it. When things aren’t going right, it’s easy to lose motivation, but remember why you're in this can get you through it.

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

In this episode, Travis discusses the dilemma many Americans face by not investing enough, and instead being sucked into the power of consumer culture. He shares his experience with living below his means in order to achieve his goal of earning enough passive income to retire early, and encourages people to do the same.

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Corey Peterson is the CEO of Kahuna Investments, which is focused on income-producing multifamily opportunities in stable and emerging U.S. markets. They target high-yield passive cash flow and long-term capital appreciation through strategic acquisition and superior asset management.

In this episode, Corey talks about how to create productive relationships with brokers, why he chose to vertically integrate his property management company, and how he would advise a new investor to approach raising capital for the first time.

Corey Peterson | Real Estate Background

• CEO at Kahuna Investments
• Portfolio:
  • 10 multifamily/student units
  • 3,200+ beds valued at over $250M
• Based in: Phoenix, AZ
• Say hi to him at: 
  • kahunainvestments.com
  • LinkedIn
• Best Ever Book: A CEO Only Does Three Things by Trey Taylor
• Greatest Lesson: Free advice is always expensive.

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Arn Cenedella is the founder of Spark Investment Group, which helps people leverage passive real estate investments to grow their wealth, simplify their portfolios, and create the lives they’ve always wanted to live. In this episode, Arn reflects on his 40+ years of real estate investing experience to share what he’s learned from going through several market cycles. He also discusses what to focus on as a young investor and how that should change as you age.

Arn Cenedella | Real Estate Background

• Founder of Spark Investment Group
• Portfolio:
  • GP on 1100 units totaling $140 million in AUM
• Based in: Greenville, SC
• Say hi to him at: 
  • investwithspark.com
  • LinkedIn
• Best Ever Book: Golf in the Kingdom by Michael Murphy
• Greatest Lesson: Invest in real estate over a 10- to 15-year period, and you will be much farther ahead than you are today.

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BAM Capital

Rachael Jones is the founder of Clover Capital Group, which syndicates B- and C-class, value-add multifamily and mobile home parks primarily in the Charlotte MSA. In this episode, Rachael shares her journey from being an engineer managing global projects to a real estate investor with $15 million in AUM. She also discusses her creative solution to a mobile home park investment with four vacant lots and lessons she learned from a non-performing property manager.

Rachael Jones | Real Estate Background

• Founder of Clover Capital Group
• Portfolio:
  • 150 units and $15MM AUM
• Based in: Charlotte, NC
• Say hi to her at: 
  • clovercapitalgroup.net
  • LinkedIn
• Best Ever Book: The Score Takes Care of Itself by Bill Walsh
• Greatest Lesson: How much value there is in excellent customer service, even for lower-end assets.

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BAM Capital

Peter Neill & Ron Lockhart are the co-founders and partners at GSP REI, a vertically integrated real estate investment firm focusing on affordable and workforce single-family rentals and non-performing loans. In this episode, Peter and Ron share why they chose to build a $55 million portfolio of affordable housing and non-performing loans. They also share why they use a vertical integration approach to investing and how they are able to return an average of 20%–23% to investors annually.

Peter Neill & Ron Lockhart | Real Estate Background

• Co-founders and partners at GSP REI
• Portfolio: 
  • $55M in AUM including real estate and notes
• Based in: Philadelphia, PA
• Say hi to him at: 
  • gsprei.com
  • LinkedIn
• Best Ever Book: How to Win Friends and Influence People by Dale Carnegie and Separation of Power by Vince Flynn
• Greatest Lesson: Treat people the way you want to be treated. Tenants, investors, colleagues — everyone.

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BAM Capital

Isaac Sebbag is the founder of Golden Sky Equities, which generates long-term value through strategic renovations in the condo and multifamily sectors with a focus on the New Jersey and Florida markets. In this episode, Isaac shares his expert insights on condo conversion projects, including what makes an ideal condo, amenities to focus on, and ground-up vs. value-add deals. He also discusses how he uses LinkedIn to attract investors and structures deals depending on the level of value-add involved in the project.

Isaac Sebbag | Real Estate Background

• Founder of Golden Sky Equities
• Portfolio:
  • Multifamily
  • Mixed-use
  • Development
  • Office
• Based in: NJ and PA
• Say hi to him at: 
  • Linkedin
  • Instagram

• Best Ever Book: Rich Dad Poor Dad by Robert Kiyosaki
• Greatest Lesson: Choose your market wisely, especially with ground-up construction as they will be issuing permits and helping you through the legal process if needed.

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BAM Capital

James Eng is the national director of Old Capital, a commercial mortgage broker. In this episode, James discusses the landscape of commercial lending, especially why many investors transitioned from bridge loans to fixed-rate loans over the past few years. He also shares the true purpose of a bridge loan and shares strategies for how investors can approach the refinance process on a bridge loan in 2023.

James Eng | Real Estate Background

• National director of Old Capital
• Portfolio:
  • GP and LP positions in over 20 multifamily properties in Texas totaling over 10,000 units
• Based in: Dallas, TX
• Say hi to him at: 
  • Linktree
• Best Ever Book: The Most Important Thing by Howard Marks
• Greatest Lesson: Make sure you look at the demographics of a market in comparison to the rents you are projecting. 

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BAM Capital

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

In this episode, Travis discusses the benefits of passive income versus traditional earned income, specifically the tax advantages that many use to preserve their wealth such as depreciation, extracting equity, and 1031 exchanges.

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BAM Capital

Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. In this episode, Veena gives a mini masterclass in marketing for operators, GPs, and capital raisers. She discusses how her team uses AI to maximize efficiency, her “secret sauce” for raising capital, and things that make her cringe about multifamily investing.

Veena Jetti | Real Estate Background

• Founding Partner of Vive Funds
• Portfolio:
  • Multifamily investments
• Based in: Plano, TX
• Say hi to her at: 
  • Facebook
  • Instagram
  • Twitter
  • TikTok
• Best Ever Book: Wealth Without Cash by Pace Morby
• Greatest Lesson: Partner up fast with people that you trust to build success as quickly as possible.

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Toby Mathis is the founding partner of Anderson Law Group and managing partner of Anderson Business Advisors, which helps entrepreneurs around the world live lives free from the burden of financial imprisonment through wealth creation. In this episode, Toby guides listeners through the complicated world of tax codes and asset protection, providing expert insights into how to shelter your assets properly to reduce risk and preserve wealth.

Toby Mathis | Real Estate Background

• Founding partner of Anderson Law Group and managing partner of Anderson Business Advisors
• Portfolio:
  • 400 properties
    • Commercial
    • Self-storage
    • Single-family homes
• Based in: Las Vegas, NV
• Say hi to him at: 
  
  • Facebook
  • Instagram
  • LinkedIn
  • YouTube

• Best Ever Book: $100M Offers by Alex Hormozi
• Greatest Lesson: Don't try to do things yourself and pinch pennies over something that should be done by a true professional. It can cost you big in the long run. 

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BAM Capital

Brian C. Adams is the president and founder of Excelsior Capital, an owner-operator sponsor of commercial light industrial, flex space, and medical office properties. In this episode, Brian discusses the struggles he’s faced building a $275 million portfolio, why he prefers flex, light industrial, and medical properties, and how LPs can do next-level due diligence on GPs before committing to a deal.

Brian C. Adams | Real Estate Background

• President and Founder of Excelsior Capital
• Portfolio:
  • $275 million gross AUM
• Based in: Nashville Tennessee
• Say hi to him at: 
  • LinkedIn
• Best Ever Book: Outlive by Peter Attia
• Greatest Lesson: Put substantial resources into investor relations, and ask the right questions of your GP so you know who you’re going into business with.

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AJ Osborne is the CEO and founder of Cedar Creek Capital, which is a vertically integrated real estate private equity firm specializing in the acquisition, development, and management of self-storage facilities. In this episode, AJ discusses what caused the self-storage asset class to peak and drop in the last few years and why his firm’s buying behavior has changed completely as a result. 

AJ Osborne | Real Estate Background

• CEO & Founder of Cedar Creek Capital
• Portfolio:
  • $300 million AUM
  • 3 million square feet
  • Over 10,000 units
• Based in: Eagle, Idaho
• Say hi to him at: 
  • cedarcreekwealth.com
  • selfstorageincome.com
  • Instagram
• Best Ever Book: The Warren Buffett Way by Robert Hagstrom
• Greatest Lesson: The short-term is meant for taking action, and the long-term is meant for yielding results. Market cycles and results take time, so you need to put a structure around your deals that allow for that.

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Ross Metz is the co-founder of SIMCAP Holdings, which is a midwest asset management group with a focus on residential multifamily investing. In this episode, Ross shares how he built his portfolio up to 148 units in 15 months and how he structured a unique partnership with his property manager that ensures both of their paths to growth and profitability.

Ross Metz | Real Estate Background

• Co-Founder of SIMCAP Holdings and SIMCAP Management
• Portfolio:
  • 148 multifamily units
  • Personal portfolio of residential properties
• Based in: Cincinnati, OH
• Say hi to him at: 
  • simcapholdings.com
  • LinkedIn
• Best Ever Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins
• Greatest Lesson: Don’t be afraid to leverage your networks. Most people are willing and eager to help.

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Michael Flight is the CEO of Liberty Real Estate Funds and principal of Concordia Realty, the world’s first net lease security token fund. In this episode, Michael shares three key factors required in doing due diligence on a NNN property, tips for investors pivoting into retail, and how to attract national tenants to your retail centers.

Michael Flight | Real Estate Background

• CEO of Liberty Real Estate Funds and founding principal of Concordia Realty
• Portfolio:
  • NNN and single-tenant retail
  • $5M sale/leaseback fund
  • Hotel debt fund
• Based in: Oak Brook, IL
• Say hi to him at: 
  • michaeljflight.com
  • LinkedIn
• Best Ever Book: As a Man Thinketh by James Allen
• Greatest Lesson: Pick great partners and colleagues in all aspects of investing — not just investors, but attorneys, CPAs, etc.

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

In this episode, Travis discusses the significance of risk-adjusted returns. Using real-world examples, Watts urges listeners to balance the allure of high returns with potential risks, emphasizing the importance of personal risk tolerance and financial goals.

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Chad Freeman is the founder of MHPinvestors, which purchases undervalued and mismanaged mobile home parks and brings them back to life. He is a returning guest to the podcast, and in this episode, Chad discusses the advantages mobile home parks provide as opposed to other asset classes and how his business plan has evolved over the past year to accommodate for lower deal flow and higher interest rates.

Chad Freeman | Real Estate Background

• Founder of MHPinvestors
• Portfolio:
  • 150 mobile home spaces
  • 47 RV spaces
• Based in: Jacksonville, FL
• Say hi to him at: 
  • mhpinvestors.com
  • LinkedIn
• Best Ever Book: Scale by Jeff Hoffman and David Finkel
• Greatest Lesson: Nothing beats great due diligence and consistency.

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Patrick Grims is the CEO of Invest on Main Street, which allows investors to passively invest in syndications for alternative assets. In this episode, Patrick shares his whirlwind journey from high-tech engineer to real estate investor, which includes losing everything in the 2008 housing crisis. He also shares the importance of learning to trust others and educating investors on the history of market cycles.

Patrick Grimes | Real Estate Background

• CEO of Invest on Main Street
• Portfolio: 
  • $647 million - 4,923 multifamily units in 26 communities across 7 states
  • 138 natural gas and oil wells
• Based in: Los Angeles, CA
• Say hi to him at: 
  • Investonmainstreet.com
  • passiveinvestingmastery.com
  • LinkedIn
• Best Ever Book: A CEO Only Does Three Things by Trey Taylor
• Greatest Lesson: Don’t fear the market cycles, learn how to ride the waves and invest in the downturn.

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Marc Rutzen is the CEO of HelloData.ai, a platform that automates the due diligence process for real estate investors. In this episode, Marc discusses the disruption potential AI has in the real estate industry and how HelloData.ai works to mitigate the mundane and manual tasks associated with the due diligence process of real estate investing. 

Marc Rutzen | Real Estate Background

• CEO of HelloData.ai
• Based in: Chicago
• Say hi to him at: 
  • LinkedIn
  • hellodata.ai
• Best Ever Book: The Innovation Stack by Jim McKelvey
• Greatest Lesson: Don't try to do too much, narrow your focus, and hone in one specific area of expertise.

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Kyle Stevie is the co-founder of Sparen Capital, a concierge-style realty service that buys and sells properties through market-driven data analytics and a deep understanding of client needs. In this episode, Kyle takes a deep dive into a deal he spearheaded in 2020 to renovate and stabilize a historic building from 1908. He shares the construction timeline, the unique loan structure, and the one renovation that set the project back nearly a year.

Kyle Stevie | Real Estate Background

• Co-founder of Sparen Capital
• Author of Digital Melting: Making Illiquid Real Estate Assets Liquid Through Tokenization.
• Senior Logistics Account Executive at Total Quality Logistics, one of the largest freight brokerage firms in the nation.
• Portfolio:
  • One multi-use property
  • Two commercial properties
  • Total value: $7.6M
• Based in: Fort Thomas, KY
• Say hi to him at: 
  • LinkedIn
• Greatest Lesson: Don’t underestimate what you’re able to do.

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Kyle Root is the founder of Empire Estates and KJ Coaching. He owns 68 units of single-family and small multifamily properties in the Green Bay and Milwaukee areas. In this episode, Kyle shares his strategy for scaling a residential portfolio, which preserves cash flow and allows him to “trade up” to newer properties. Kyle also shares the journey of starting his own construction company and the advice he has for other operators looking to bring those services in-house.

Kyle Root | Real Estate Background

• Founder of Empire Estates and KJ Coaching
• Portfolio
  • 68 units of single-family and small multifamily
• Based in: Green Bay, WI
• Say hi to him at: 
  
  • kylejroot.com
  • Instagram

• Best Ever Book: The Slight Edge by Jeff Olson
• Greatest Lesson: Trust, but verify. People tend to mistrust others, and that can lead to micromanagement and overanalysis. Do your due diligence, and then trust those you’re working with.

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Anjesh Dubey is the co-founder of Dubey Investor Group, which helps high-income professionals to learn about passive investing and diversifying their portfolio. He is also a software engineer with 14 years of experience leading global teams.

In this episode, Anjesh shares his journey from investing in single family homes in the Bay Area to multifamily syndications and the power of utilizing economies of scale and capital. He also discusses the two questions he would ask general partners before investing in a deal and what he’s learned from the three multifamily deals he is currently GP on.

Anjesh Dubey | Real Estate Background

• Co-founder of Dubey Investor Group
• Portfolio:
  • GP in 3 different deals, totaling 660 units
• Based in: San Francisco Bay Area, CA
• Say hi to him at: 
  • LinkedIn
  • Facebook
• Best Ever Book: Do the Hard things First by Scott Allan
• Greatest Lesson: Be patient and set realistic goals, don't change criteria too often.

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

In this episode, Travis discusses whether you can make money in an economic environment where interest rates are higher than cap rates. Does it make sense to pay more for your debt than the property is actually producing? He shares two case studies of a value-add multifamily property and a brand new class A property to help illustrate why it does.

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David Lecko is the CEO of DealMachine, an app designed to help real estate investors and professionals streamline and automate the process of finding and contacting property owners. In this episode, David discusses the pain points he encountered as an investor that inspired him to create DealMachine, how AI is revolutionizing the world of real estate investing, and three practical steps you can take today to incorporate AI into your life.

David Lecko | Real Estate Background

• CEO of DealMachine
• Portfolio:
  • Nine single-family rentals
• Based in: Austin, TX (invests in Indianapolis, IN)
• Say hi to him at: 
  • leckoproperties.com
  • dealmachine.com
  • Instagram
• Best Ever Book: Humor, Seriously by Jennifer Aaker
• Greatest Lesson: Using AI to help with my own investing and content creation.

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Brett Swarts is the founder of Capital Gains Tax Solutions, which helps investors pursue their financial goals while navigating the exit of their highly appreciated assets and solving their capital gains tax challenges. In this episode, Brett explains how deferred sales trusts work as an alternative to 1031 exchanges, deferring capital gains taxes while still allowing investors access to the cash from their property sale.

Brett Swarts | Real Estate Background

• Founder of Capital Gains Tax Solutions
• Portfolio:
  • LP positions in
    • Multifamily
    • Industrial
    • Medical office
• Based in: FL and CA
• Say hi to him at: 
  • capitalgainstaxsolutions.com
  • LinkedIn

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Bonus Operations is a series hosted by apartment owner/operator and Best Ever Show host, Slocomb Reed. In each five- to ten-minute episode, Slocomb provides his top takes for executing your business plan and maintaining cash flow.

In this episode, Slocomb introduces the '200 unit months of operation' concept to predict when a rental property portfolio stabilizes. It emphasizes long-term planning, particularly for small landlords, and discusses the influence of vacancy rates on net operating income.

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Tim Donofrio is the owner of Allocated Assets, a CRE investment and commercial property management company that works through word of mouth. In this episode, Tim discusses his theories on why property management companies have such a bad reputation, what investors should do to properly vet property managers, and how his company succeeds despite doing no formal marketing.

Tim Donofrio | Real Estate Background

• Owner of Allocated Assets
• Portfolio:
  • Minority stake across multiple properties
• Based in: Crown Point, IN
• Say hi to him at: 
  • Instagram
• Best Ever Book: 12 Rules for Life by Jordan Peterson
• Greatest Lesson: All education costs money. It can be a mistake, being taken advantage of, or overlooking details.

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Nathan Walldorf is a multifamily property investor with Walldorf Capital Ventures, which buys class B and C, value-add apartment buildings of 100-plus units. In this episode, Nathan discusses the underwriting guidelines keeping their deals ahead of projections, the biggest challenges they’ve faced in the Dallas market this year, and how they are dealing with properties under bridge loans.

Nathan Walldorf | Real Estate Background

• Multifamily property investor with Walldorf Capital Ventures
• Portfolio:
  • GP on 836 units (five apartment buildings in Texas)
  • LP on 2000+ units
• Based in: Chattanooga, TN
• Say hi to him at: 
  • Walldorfcapitalventures.com
  • thewealthbuildingtrifecta.com
• Best Ever Book: Beyond Positive Thinking by Robert Anthony
• Greatest Lesson: Be selective about who you partner with, make sure everyone is above board.

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Rod Khleif is the director of Lifetime CashFlow Academy, host of the Lifetime Cashflow Through Real Estate Investing Podcast, and director of acquisitions for CRE Equity Capital. In this episode, Rod talks about how investors can prepare themselves for what’s possibly to come in the next 12 months, what he learned from losing $50 million in the Great Recession, and why he believes we could be headed into the greatest real estate opportunities of our lifetime. 

Rod Khleif | Real Estate Background

• Director of Lifetime CashFlow Academy, host of the Lifetime Cashflow Through Real Estate Investing Podcast, and director of acquisitions for CRE Equity Capital
• Portfolio:
  • 4,500 units in seven states
• Based in: Sarasota FL
• Say hi to him at: 
  • rodkhleif.com
  • multifamilybootcamp.com
  • Linktree
• Best Ever Book: Think and Grow Rich by Napoleon Hill
• Greatest Lesson: There is no failure. Only seminars.

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

In this episode, Travis discusses the ins and outs of working with a financial advisor and understanding their various fee structures. He shares the dangers of using a percentage-based fee and advises working with a fiduciary financial advisor who has your best interests in mind.

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Patrick Roberts is a business broker and attorney at HedgeStone Business Advisors, a full-service firm specializing in real estate, businesses, mergers, and acquisitions. In this episode, Patrick shares his strategies for investing in car washes, an undervalued asset class that delivers high returns for minimum operational involvement. 

Patrick Roberts | Real Estate Background

• Business broker and attorney at HedgeStone Business Advisors
• Portfolio:
  • Five car washes
  • One commercial office building
  • Two commercial condos
  • Three single-family homes
• Based in: Raleigh, NC
• Say hi to him at: 
  • LinkedIn
• Best Ever Book: Buddha’s Little Instruction Book by Jack Kornfield
• Greatest Lesson: If you are running a business remotely, vet employees that you trust to run things appropriately, and put a system in place to track your money remotely.

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