Best Real Estate Investing Advice Ever

Marine Corps Veteran Robert Preston began wholesaling and flipping while still on active duty in order to make extra money. He then moved on to value-add Class C apartment buildings, but as cash flow and cap rates have compressed, he decided it was time to find a new niche. Robert began investing in mobile home parks next, and his current focus is on RV parks. In this episode, he shares why he is so passionate about this particular asset class.

Robert Preston | Real Estate Background

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Direct download: JF_2772_Robert_Preston__1.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EST

After purchasing his first property in 1998 based on little more than a gut feeling, Todd Nepola has come a long way as a commercial real estate investor. The Current Capital Real Estate Group founder shares his Best Ever advice for anyone who might be considering breaking into the industrial or retail spaces.

Todd Nepola | Real Estate Background

  • Founder of Current Capital Real Estate Group, a full-service management and leasing company that specializes in commercial retail and industrial spaces.
  • Portfolio: GP of 25 buildings consisting of retail and industrial.
  • Based in: Hollywood, FL
  • Say hi to him at:

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Direct download: JF_2771_Todd_Nepola_.mp3
Category:general -- posted at: 3:00am EST

Jeffrey Holst doesn’t have bad days. His commercial real estate journey has been an unconventional one, but today he’s focusing on living his best life, which includes pursuing his passion for value-add multifamily deals — and scuba diving!

Jeffrey Holst | Real Estate Background

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Direct download: JF_2770_Jeffrey_Holst_.mp3
Category:general -- posted at: 3:00am EST

Cherry Street Investments founder Kavitha Baratakke was forced to start over with virtually nothing after a divorce in 2007 followed almost immediately by the stock market crash in 2008. Since then, she transitioned from working full-time in the tech industry to passively investing in multifamily, then crossed over to the GP side where she discovered her passion for talking with and educating other investors. Kavitha Baratakke | Real Estate Background
  • Founder of Cherry Street Investments, an investment firm focused on creating multiple passive sources of income through investments in various assets such as apartment complexes, mobile home parks, senior assisted living facilities, self-storage, and more.
  • Portfolio:
    • GP of:
      • 2,200 units across Texas
      • 179 beds of senior living new construction in Florida
      • 1 townhome new construction in Austin MSA
      • 2 land development deals in Austin MSA
    • LP of senior living, land development, energy, and ATM investments; also 200+ doors of new multifamily construction
  • Based in: Austin, TX
  • Say hi to her at:
  • Best Ever Book: The Alchemist by Paulo Coelho

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Direct download: JF_2769_Kavitha_Baratakke.mp3
Category:general -- posted at: 3:00am EST

Marine Corps veteran Wesley Yates didn’t even learn about syndication until he attended his first commercial real estate event in 2019. He started his group, VFR Capital Investments, that same year.

Wesley Yates | Real Estate Background

  • Co-founder and CEO of VFR Capital Investments, a real estate investment and acquisitions company that is owned and operated by veterans and first responders.
  • Portfolio: GP of 1,510 units for $150M in AUM
  • Based in: Fort Worth, TX
  • Say hi to him at:
  • Best Ever Book: The 7 Habits of Highly Effective People by Stephen R. Covey
  • Greatest Lesson: Take your time picking your team.

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Direct download: JF_2768_Wesley_Yates_.mp3
Category:Scaling -- posted at: 3:00am EST

Actively Passive Show host Travis Watts has dedicated his career to investing. After years of working in investor relations, reading hundreds of books from expert authors, listening to podcasts, and attending seminars, he’s compiled the top five fundamental tips he has heard again and again from expert investors.

Want more? We think you’ll like this episode: JF2382: Cap Rates, Waterfalls, And Preferred Returns | Actively Passive Investing Show With Theo Hicks & Travis Watts

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

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Direct download: JF_2767_Actively_Passive_Investing_Show_87.mp3
Category:Passive Investing -- posted at: 3:00am EST

Ken Gee is a longtime multifamily syndicator who recently started his own fund. Ken tells us what his journey has been like, what he’s learned, and what advice he has for other syndicators looking to make the same transition.

Ken Gee | Real Estate Background

  • Founder of KRI Partners, part of the KRI Group of companies, which is a real estate syndication and real estate private equity firm that specializes in the acquisition and management of multifamily apartment assets located in the South.
  • Portfolio:
    • They have completed 16 deals (10,000+ units) worth ~$50M.
    • They invest as LPs in all their deals, and Ken has personally invested in two deals as LP ($100,000).
    • They focus on B/C class value-add multifamily between 100–250 units.
    • They are GP of several syndications and one blind pool fund.
    • They also do some third-party management.
  • Based in: Cleveland, OH
  • Say hi to him at:

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Direct download: JF_2766_Ken_Gee.mp3
Category:Scaling -- posted at: 3:00am EST

Denver-based Sarah May and Cincinnati-based host Slocomb Reed discuss in-depth how cap rates and population growth impact the way investors operate in their very different respective markets.

Sarah May | Real Estate Background

  • Co-founder of Regency Investment Group, which owns and operates apartment communities. Their business model is to buy older properties that are in need of renovation and/or improved management.
  • Portfolio:
    • GP of five properties with over 450 units in Colorado, LP of 1,200+ units
  • Based in: Denver, CO
  • Say hi to her at:
  • Best Ever Book: The Go-Giver by Bob Burg

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Direct download: JF_2765_Sarah_May_.mp3
Category:Current Events -- posted at: 3:00am EST

Tim Bratz shares his insights on starting a business, starting over, making your time count, and maintaining balance through it all.

Tim Bratz | Real Estate Background

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Direct download: JF_2764_Tim_Bratz_.mp3
Category:Goals/Success Habits -- posted at: 3:00am EST

Ben Suttles, managing partner at Disrupt Equity, faced a problem on his deal: there was 80% occupancy, but only 35% of the tenants were paying rent. Add in the crime rates and drug deals that occurred on the property, and he soon found himself having to do massive turnovers to the complex. Ben shares the lessons learned from this challenging deal and how he was able to turn it around for a profitable outcome.

Ben Suttles | Real Estate Background

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Direct download: JF_2763_Ben_Suttles_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EST

How do you create a unique short-term rental that will attract renters? Rich Somers, founder of FortuneCribs, reveals his strategy for creating “Instagrammable” STRs, selecting the right market, and pitching to investors.

Rich Somers | Real Estate Background

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Direct download: JF_2762_Rich_Somers_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EST

What are the advantages of investing in retail over multifamily? Philip Block, Managing Partner for LBX Investments, made the shift from investing in apartments to shopping centers almost four years ago, and currently has $284.5M in AUM. In this episode, Philip details his underwriting process that has helped him close multiple deals.

Phil Block | Real Estate Background

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Direct download: JF_2761_Phil_Block.mp3
Category:Fully Active/Syndicators -- posted at: 3:00am EST

Could your next great investment opportunity be in Orlando, Florida? Travis Watts and guest Stephen Tilton dissect the Orlando market, analyzing its growth potential, demographics, and budding opportunities for both active and passive investors.

Stephen Tilton | Real Estate Background

  • Realtor at FLA Real Estate Services, which sources off-market and below market value properties while selling for top market price.
  • Say hi to him at:

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Direct download: JF_2760_Actively_Passive_Investing_Show_86_.mp3
Category:Passive Investing -- posted at: 3:00am EST

Want to up your underwriting game? Nelson Lin, a data scientist and multifamily syndicator, shares his strategies for analyzing data, including how to create your own database, ways to deduce value-add opportunities, rent pricing, and more!

Nelson Lin | Real Estate Background

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Direct download: JF_2759_Nelson_Lin.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EST

How do you make the jump from being Limited Partner to General Partner? Maggie Cheung, co-founder of Sage Investing Group, took the same leap and now is GP of over 2,800 units. Maggie reveals how she went from LP to GP, and discusses her business’ strategy for targeting financial experts as investors.

Maggie Cheung | Real Estate Background

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Direct download: JF_2758_Maggie_Cheung.mp3
Category:Fully Active/Syndicators -- posted at: 3:00am EST

How do you know what asset class is right for you? In this episode, Zach Morrow—VP of Investor Relations at Boron Capital—shares how he selects his investment assets and the advantages of long-term holds.

Zach Morrow | Real Estate Background

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Direct download: JF_2757__Zach_Morrow_.mp3
Category:Fully Active/Syndicators -- posted at: 3:00am EST

When a mentor offered to grab coffee with Alessandra Thompson if she was ever in town, Alessandra didn’t hesitate. The next day, she showed up to Nashville, and that coffee date ended with a business partnership. Alessandra shares how she made the bold move to move across the country from California to Tennessee, her experience as an underwriter and asset manager, and what she’s planning for the future.

Alessandra Thompson | Real Estate Background

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Direct download: JF_2756_Alessandra_Thompson.mp3
Category:Goals/Success Habits -- posted at: 3:00am EST

Investor Soli Cayetano was able to retire at the age of 23 thanks to her popular Instagram account, Lattes and Leases. In this episode, Soli reveals the social media strategy that helped her connect with private money lenders to fund her deals and how she plans to grow in the future.

Soli Cayetano | Real Estate Background

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Direct download: JF_2755_Soli_Cayetano_.mp3
Category:Financing -- posted at: 3:00am EST

Are the returns on RV resorts worth the risk? For Greg Scully, an apartment and RV resort syndicator, the numbers don’t lie: with risk comes reward. Greg divulges why the market for RV resorts has high-growth potential, and also shares how he found and value-added his RV resorts.

Greg Scully | Real Estate Background

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Direct download: JF_2754_Greg_Scully_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EST

In this encore episode, Travis Watts and Theo Hicks provide their insight on reaching early retirement, navigating financial freedom, and setting goals following retirement.

Want more? We think you’ll like this episode: The Best Ever Q1 2022 Multifamily Update | Actively Passive Investing Show with Travis Watts

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

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Direct download: JF_2753_Actively_Passive_Investing_Show_85.mp3
Category:Passive Investing -- posted at: 7:00am EST

Do you find insurance and risk management hard to navigate? In this episode, Danielle Lombardo, Senior Vice President at Lockton, offers her expertise on selecting good insurance brokers and what common mistakes she sees investors make when choosing insurance plans.

Danielle Lombardo | Real Estate Background

  • Chair of Global Real Estate Practice within Lockton Companies, a global insurance broker and risk management consultant.
  • She’s an insurance broker and consultant for a variety of types of CRE firms. Within her specific team, they are focused on providing these services to real estate firms (owners, operators, developers, REITs, etc.) operating in all asset classes.
  • Based in: NYC, NY
  • Say hi to her at: LinkedIn
  • Best Ever Book: Twelve Hours' Sleep by Twelve Weeks Old by Suzy Giodarno

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Direct download: JF_2752_Danielle_Lombardo_.mp3
Category:Financing -- posted at: 7:00am EST

Struggling to find off-market deals? Dedric Polite, co-host of A&E series 50/50 Flip, shares his strategy for finding direct-to-seller deals, and how his method helped him close on his latest mobile home park.

Dedric Polite | Real Estate Background

  • Chief Investment Officer of Be Polite Properties LLC, which owns and operates income producing single-family, multifamily, and commercial real estate.
  • Portfolio: GP of 42-unit mobile home park and 66 units.
  • He and his wife, Krystal Polite, host the A&E home series 50/50 Flip, a six-episode series following the Polites as they renovate and flip 10 single-family and multifamily homes, each one for under $50,000 and all in under 50 days.
  • Based in: Burlington, NC
  • Say hi to him at:
  • Best Ever Book: Never Split the Difference by Chris Voss

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Direct download: JF_2751_Dedric_Polite_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

Sam Sells went from buying his first mobile home park with a credit card to having $66,000,000 in assets under management. In this episode, Sam shares how he scaled his portfolio, along with his experiences working with institutional investors and how it compares to syndication.

Sam Sells | Real Estate Background

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Direct download: JF_2750_Sam_Sells_.mp3
Category:Financing -- posted at: 8:00am EST

What’s the best way to find multifamily deals? According to Beau Beery, it’s having a good relationship with a broker! As a multifamily broker, Beau reveals how high-net-worth investors find and make deals, how they increase the probability of making more deals, and what you can learn from their strategies to scale your portfolio.

Beau Beery | Real Estate Background 

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Direct download: JF_2749_Beau_Beery_.mp3
Category:Scaling -- posted at: 8:00am EST

Ace Karimi, co-founder of Invest Capital, began his real estate journey with his business partner focusing on single family wholesale and flipping. Together, they scaled into multifamily and now are GPs of 238 units. Ace shares how his partnership thrives, the ins and outs of the first multifamily deal he closed, and his tips for pitching to investors and finding deals.

Ace Karimi | Real Estate Background

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Direct download: JF_2748_Ace_Karimi_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

What’s the best way to find equity partners for long-term hold deals? Sam Primm—owner of FasterFreedom, FasterHouse, and Midwest Property Group—shares how he finds private investors for his deals and his strategy for refinancing and turning around these properties.

Sam Primm | Real Estate Background

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Direct download: JF_2747_Sam_Primm_.mp3
Category:Fully Active/Syndicators -- posted at: 7:00am EST

Want to enhance your professionalism and authority as an investor? In this episode, Travis Watts shares four ways you can elevate your knowledge, work ethic, and mindset to gain credibility as an investor.

Want more? We think you’ll like this episode: JF2515: Top 5 Best Practices for Effective Investor Relations | Actively Passive Investing Show

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

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Direct download: JF_2746_Actively_Passive_Investing_Advice_Show_84.mp3
Category:Passive Investing -- posted at: 7:00am EST

Sam Liebman, Founder of WealthWay Equity Group, has witnessed the drastic changes one election can have on an entire real estate market. In this episode, Sam shares his decades of experience navigating politically changing markets and his strategies for adapting to these shifts to keep business thriving.

Sam Liebman | Real Estate Background

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Direct download: JF_2745_Sam_Liebman_.mp3
Category:Fully Active/Syndicators -- posted at: 7:00am EST

What’s the best way to navigate raising rents with your current tenants? Sia Senior, Principal and asset manager at Arrowhead Capital, shares with us the best ways to work with tenants during rent raises to avoid turnover and sour relationships among the community.

Sian Senior | Real Estate Background

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Direct download: JF_2744_Sia_Senior.mp3
Category:Property Management -- posted at: 7:00am EST

You’ve found a great deal, but are the people working on it right for you? Andrew Schutsky, Founder of Redline Equity LLC, believes that partners can make or break a deal for an investor. In this episode, Andrew shares his insight on networking and how to properly select a business partner.

Andrew Schutsky | Real Estate Background

  • Founder of Redline Equity LLC, a real estate syndication firm specializing in the acquisition, improvement, and management of large apartment buildings.
  • Portfolio: Ownership interest in over 1,100 units including both GP and LP positions.
  • In his first five months, he closed two deals as a GP: 94 units and 43 units.
  • Based in: Thornton, PA
  • Say hi to him at:
  • Best Ever Book: Principles: Life and Work by Ray Dalio

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Direct download: JF_2743_Andrew_Schutsky_.mp3
Category:Networking -- posted at: 7:00am EST

Are you tired of fighting for multifamily deals in a competitive market? Return guest Paul Moore suggests looking into self-storage, an asset class he believes is often overlooked despite its many advantages. Paul shares why he transitioned from multifamily to self-storage, how he finds deals, and how he’s grown his portfolio to where it is today.

Paul Moore | Real Estate Background

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Direct download: JF_2742_Paul_Moore.mp3
Category: -- posted at: 7:00am EST

Are you in residential or multifamily and curious about how to transition into retail? Vick Mehta, Founder of Indvestia Capital, lays out the best practices for retail syndication, including sourcing tenants (national and local), structuring leases, selecting properties, and more must-know insights for creating strong cash flow.

Vick Mehta | Real Estate Background

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Direct download: JF_2741_Vick_Mehta.mp3
Category:Fully Active/Syndicators -- posted at: 7:00am EST

After watching his parents’ single-family investments crash during the 2008 recession, Tim Krause swore off real estate. Years later, after many career switches, Tim finally came across land investing, and ever since he’s been all in. Tim shares why you should invest in land, along with the tips and tricks that helped him kickstart his business and continue to grow his portfolio.

Tim Krause | Real Estate Background

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Direct download: JF_2740_Tim_Krause_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

How much importance should a cap rate have when analyzing a new deal? Today, Travis teaches us how to analyze a cap rate, and then how to determine how much weight this metric should hold when looking into a new investment opportunity.

 

Want more? We think you’ll like this episode: JF2382: Cap Rates, Waterfalls, And Preferred Returns | Actively Passive Investing Show With Theo Hicks & Travis Watts

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

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

Direct download: JF_2739_Actively_Passive_Investing_Show_83.mp3
Category:Passive Investing -- posted at: 7:00am EST

Veteran Joe Riley saw an opportunity in the market when he rented his home while on deployment: creating temporary housing for families near military bases. Now with over 300 properties, Joe has continued to grow his portfolio to fit this overwhelming need for military housing. Joe talks about how he created Patriot Homes and how to scale your short-term rental portfolio.

Joe Riley | Real Estate Background

  • Founder of Patriot Family Homes, a veteran-owned company that meets the need for short-term housing near military bases.
  • Portfolio: Owner of 300+ properties.
  • Prior to starting this company, Joe was a Captain in the Army, having multiple overseas deployments, and previously served on the National Security Council at the White House.
  • Based in: Chattanooga, TN
  • Say hi to him at: www.patriotfamilyhomes.com
  • Best Ever Book: The Politics of Diplomacy by James A. Baker III

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Direct download: JF_2738_Joe_Riley.mp3
Category:Property Management -- posted at: 7:00am EST

Does networking online really work? How do you make sure you stand out? Vish Muni, Founder of PGL properties, reveals the tips and tricks that have helped him excel at networking to find new deals. He also discusses what he looks for in an operator and reviews his latest deals.

Vish Muni | Real Estate Background

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Direct download: JF_2736_Vish_Muni_.mp3
Category:Networking -- posted at: 7:00am EST

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

Chris Larsen | Real Estate Background 

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Direct download: JF_2735_Chris_Larsen_.mp3
Category:Goals/Success Habits -- posted at: 7:00am EST

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

Glenn Kukla | Real Estate Background

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

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

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Direct download: JF_2734_Glenn_Kukla_.mp3
Category:Goals/Success Habits -- posted at: 7:00am EST

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

J.T. Lynch | Real Estate Background

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Direct download: JF_2733_J.T._Lynch.mp3
Category:Financing -- posted at: 7:00am EST

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

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

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

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Direct download: JF_2732_Actively_Passive_Investing_Show_82_.mp3
Category:Passive Investing -- posted at: 7:00am EST

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

Akam Ahmedi | Real Estate Background

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

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

Direct download: JF_2731_Akam_Ahmedi_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

Marcus Long | Real Estate Background

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

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

Direct download: JF_2730_Marcus_Long.mp3
Category:Fully Active/Syndicators -- posted at: 7:00am EST

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

Glenn Kukla | Real Estate Background

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

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Direct download: JF_2729_Glenn_Kukla_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

Kyle Mitchell | Real Estate Background

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Direct download: JF_2728_Kyle_Mitchell.mp3
Category:Property Management -- posted at: 7:00am EST

Closing deals isn’t always a quick process. Multifamily investor David Robinson spent a year working with a seller who originally backtracked on the deal before finally closing with him. In this episode, David reveals the follow-up strategy he used for 12 months that eventually led to making this deal happen, along with how he sourced the property and the details of his exit plan.

David Robinson | Real Estate Background

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

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Direct download: JF_2727_David_Robinson_.mp3
Category:Fully Active/Syndicators -- posted at: 7:00am EST

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

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

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

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

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

Direct download: JF_2726_David_Toupin.mp3
Category:Scaling -- posted at: 7:00am EST

When is the right time to sell your real estate? Today, Travis Watts shares his insight on what to consider when making the decision to sell, factoring in how value-adds, inflation, and rent increases can affect this choice. Want more? We think you’ll like this episode: JF2710: 4 Strategies to Scale as a Multifamily Syndicator ft. Mike Deaton Check out past episodes of the Actively Passive Investing Show here!

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Direct download: JF_2725_-_Actively_Passive_Investing_Show_81_.mp3
Category:Passive Investing -- posted at: 7:00am EST

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

Kim Hopkins | Real Estate Background

  • Principal at Iron Peak Properties LLC, which specializes in multi-tenant light industrial.
  • Portfolio: GP of over 300,000 sq. ft. of multi-tenant light industrial in Oregon, Washington, Utah, and Texas. LP of a multifamily syndication.
  • Based in: The mountains in Flagstaff, AZ, and the desert in Scottsdale, AZ.
  • Say hi to her at: www.ironpeakproperties.com | LinkedIn | info@ironpeakproperties.com
  • Best Ever Book:

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Direct download: JF_2724_Kim_Hopkins.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

Margaret Kozlark | Real Estate Background

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Direct download: JF_2723_Margaret_Kozlark_.mp3
Category:Financing -- posted at: 7:00am EST

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

Sam Bates | Real Estate Background

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Direct download: JF_2722_Sam_Bates_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

Amy Sylvis | Real Estate Background

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Direct download: JF_2721_Amy_Sylvis.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

John McNellis | Real Estate Background

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Direct download: JF_2720_John_McNellis_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

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

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

Check out Ryan’s previous episodes on the podcast:

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Direct download: JF_2719_Ryan_Gibson_.mp3
Category:Goals/Success Habits -- posted at: 7:00am EST

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

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

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

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

Direct download: JF_2718_Actively_Passive_Investing_Show_80.mp3
Category:Passive Investing -- posted at: 7:00am EST

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

Jacob Garza | Real Estate Background

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Direct download: JF_2717_Jacob_Garza.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

Josi Heron | Real Estate Background

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Direct download: JF_2716_Josi_Heron_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

Erik Hemingway | Real Estate Background

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

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Direct download: JF_2715_Erik_Hemingway_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

David McAlvany | Real Estate Background

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

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Direct download: JF_2714_David_McAlvany.mp3
Category:Financing -- posted at: 7:00am EST

Chandra Mishra has amassed a portfolio of over 4,800 units as both GP and LP while working full-time as a physician and anesthesiologist. To add to his work, Chander has also honed in on the competitive Dallas-Fort Worth market. In this episode, he shares how he balances his full-time job with commercial real estate investing, his strategy for underwriting deals in a competitive market, and how he grew his portfolio.

Dr. Chander Mishra | Real Estate Background

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Direct download: JF_2713_Chander_Mishra_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

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

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

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

Direct download: JF_2712_Jilliene_Helman_.mp3
Category:Current Events -- posted at: 7:00am EST

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

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

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

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

Direct download: JF_2711_-_Actively_Passive_Investing_Show_79.mp3
Category:Current Events -- posted at: 7:00am EST

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

Mike Deaton | Real Estate Background

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Direct download: JF_2710_Mike_Deaton.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

Dallon Schultz | Real Estate Background

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

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Direct download: JF_2709_Dallon_Schultz.mp3
Category:Goals/Success Habits -- posted at: 7:00am EST

How much closer would you be to hitting your goal of early retirement if you had started when you were just a teenager? Author Dan Sheeks believes teenagers should have the opportunity to learn about financial freedom and the way real estate investing can help them achieve their financial goals. In this episode, Dan shares how to get teenagers involved in learning about and achieving early financial independence.

Dan Sheeks | Real Estate Background

  • Founder of Sheeks Freaks, a community in which young people can learn finance skills to help them reach early financial independence.
  • Portfolio: Own 17 units of residential. Their portfolio includes STRs, long-term, single family, small multi-family, out-of-state properties, and BRRRRs. They also rent out their basement in their primary residence.
  • Full-time job: Public high school business/marketing teacher.
  • Published a book with Bigger Pockets Publishing, First to a Million, which is a teenager’s guide to achieving early financial independence.
  • Based in: Denver, CO
  • Say hi to him at: www.sheeksfreaks.com

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Direct download: JF_2708_Dan_Sheeks_.mp3
Category:Goals/Success Habits -- posted at: 7:00am EST

What qualities should you look for in a potential operator? What if they don’t have a lot of commercial real estate experience? Does the size of their team matter? In this episode, Dan Handford answers these questions and more by sharing three red flags that passive investors should be aware of when evaluating operators. 

Dan Handford | Real Estate Background

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Direct download: JF_2707_Dan_Handford.mp3
Category:Goals/Success Habits -- posted at: 7:00am EST

Chad King believes there is always a way to find deals, even in competitive markets. With the right tools and mindset, Chad has sourced the majority of his deals off-market. In this episode, Chad shares his direct-to-seller deals he’s closed, how he’s scaled his portfolio, and the best ways to source multifamily properties.

Chad King | Real Estate Background

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Direct download: JF_2706_Chad_King_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the Best Ever Conference 2022 at the Gaylord Rockies Convention Center in Colorado this February 24-26th.

In this episode, John Chang shares his top strategies for managing your investments during the pandemic, including how to navigate the economy, understanding the market changes, and what you should be aware of moving forward.

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

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

Direct download: JF_2705_John_Chang.mp3
Category:Current Events -- posted at: 7:00am EST

How can you achieve the same success as a millionaire through passive investing? In this episode, Travis shares four practices that lucrative investors use to generate more passive income and navigate the market.

Want more? We think you’ll like this episode: JF2515: Top 5 Best Practices for Effective Investor Relations | Actively Passive Investing Show

Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow.

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Direct download: JF_2704_Actively_Passive_Investing_Show_78.mp3
Category:Passive Investing -- posted at: 7:00am EST

Brad Simtob started investing in commercial real estate when he was just 19 years old. Now at 20, he has grown his portfolio to 350 units and has no plans of slowing down anytime soon. In this episode, Brad shares how he found his current deals and the goal-setting strategy that has helped him achieve his success.

Brad Simtob | Real Estate Background

  • Founder of Simtob Management & Investment LLC which purchases value-add multifamily in the Midwest. They are proprietary with their in house construction and property management team. They typically utilize a unit renovation value-add and are able to complete it for 30% less than the closest general contractor quote.
  • Portfolio: GP of 350 units in Michigan.
  • He’s 20 years old
  • Based in: Grand Rapids, MI
  • Say hi to him at: www.simtob.com | brad@simtob.com
  • Best Ever Book: Traction: Get a Grip on Your Business by Gino Wickman

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

Direct download: JF_2703_Brad_Simtob_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

Iven Vian managed his multifamily investments while working full-time in the Air Force for 15 years. Finding the right strategy to maximize his time spent on his investments while also ensuring he could do his job and spend time with his family has been crucial to his success. In today’s episode, Iven shares how he found his first multifamily deal, how to find a good business partner, and the key to juggling both your job and your CRE assets. 

Iven Vian | Real Estate Background

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Direct download: JF_2702_Iven_Vian_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

For many commercial real estate investors, C-Class and B-Class properties are almost synonymous with the term “value-add.” But for Jonathan Nichols, he’s found that there’s still value-add opportunities in Class-A properties that investors might otherwise miss. In this episode, Jonathan reviews his recent deals, including a Class-A student housing property, and why value-adds can also apply to Class-A properties.

Jonathan Nichols | Real Estate Background

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Direct download: JF_2701_Jonathan_Nichols_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

When K. Trevor Thompson joined as a Limited Partner on a 170-unit deal, it turned out that he’d been misled about the property and the investment plan. Between mislabeling the class of the property to poor financial decisions, Trevor quickly realized it was inevitable that the deal would go south. In this episode, Trevor reviews his recent deals, how he transitioned from passive to active investing, and the lessons he’s learned on how to vet multifamily deals. 
  1. Trevor Thompson | Real Estate Background

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Direct download: JF_2700_K._Trevor_Thompson.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

As AJ Shepard started taking on bigger multifamily investments, he knew he would need to find a way to generate more income to qualify for more financing. That’s when he realized he could start his own property management company and oversee his own investments as well as others, bringing in the necessary cash and then some. In this episode, AJ shares the benefits of not only being an investor, but also running your own property management company.

AJ Shepard | Real Estate Background

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Direct download: JF_2699_AJ_Shepard.mp3
Category:Property Management -- posted at: 7:00am EST

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

In this episode, Kathy Fettke—Co-CEO of Real Wealth Network, Host of the Real Wealth Show, and author of Retire Rich with Rentals—shares what to really look for when forecasting the real estate market.

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

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Direct download: JF_2698_Kathy_Fettke_.mp3
Category:Passive Investing -- posted at: 7:00am EST

Maintaining a good work-life-balance can be difficult to accomplish. In this episode, Travis shares the lessons he’s learned trying to navigate a good balance between work and the other aspects of his life, such as health, relationships, and more.

Want more real estate advice? We think you’ll like this episode: JF2627: 5 Ways to Align Your Investments to Achieve Your Goals | Actively Passive Investing Show 67

Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow.

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

Direct download: JF_2697_Actively_Passive_Investing_Show_77.mp3
Category:Goals/Success Habits -- posted at: 7:00am EST

Focusing on smaller, growing markets for multifamily properties has provided John Todderud a chance to get ahead of the competition. Existing competition is low, and opportunity for cash-flow heavy properties is high—if you know what you’re looking for. In this episode, John discusses what to look for when selecting a potential business partner and how to find and evaluate multifamily markets.

John Todderud | Real Estate Background

  • Founder of Cardinal Oak Investments which buys multifamily properties in growing markets with cash flow and limited competition for deals. They work with partners to help them manage the asset, fund the equity, maintain the books, and communicate with investors.
  • Portfolio: 96-unit in Tulsa, OK as GP. Two investments as LP.
  • Recently sold two properties: a 32-unit he syndicated in Greenville, SC, and a 15-unit in Yakima, WA. He’s doing a 1031 exchange from the 15-unit, buying a 40-unit apartment complex in Kansas City.
  • Based in: Renton, Washington
  • Say hi to him at: www.cardinaloak.com | Instagram: @johntodderudoutdoors | john@cardinaloak.com
  • Best Ever Book: Killers of the Flower Moon: The Osage Murders and the Birth of the FBI by David Grann.

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

Direct download: JF_2696_John_Tudderud.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

It can be hard to find good deals in a competitive market, but Nick Simpson has found a possible, profitable solution: Opportunity Zones. Opportunity Zones are low-income areas that are set up to encourage an increase in economic growth. For Nick, these areas hold a lot of possibility for multifamily value-adds. In this episode, Nick breaks down two of his deals and shares why we should look to Opportunity Zones for investments. 

Nick Simpson | Real Estate Background

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Direct download: JF_2695_Nick_Simpson.mp3
Category:general -- posted at: 7:00am EST

Multifamily investor Julie Holly’s properties are 1,000 miles away, and there’s a reason for that. In this episode, Julie reveals why she went outside of her backyard to find deals, how she selected her market location, and how she sourced her recent deals.

Julie Holly | Real Estate Background

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Direct download: JF_2694_Julie_Holly_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

Andrew LeBaron decided he needed to niche down his real estate strategy. That’s when he had the idea to convert motels into long-term stays. Varying slightly from an apartment, Andrew’s motel conversion strategy allows him to cut certain costs and hurdles that typically accompany multifamily properties. In this episode, Andrew walks through the benefits of long-term stays over apartments, the budget differences between motels and multifamily, and how he’s created his conversion strategy.

Andrew LeBaron | Real Estate Background

  • Syndicator, Apartment Motel Owner. His business model is reviewing small to midsize motel/hotel assets, underwriting the deal, purchasing, converting, and refinancing.
  • Portfolio: GP on motel assets: 42-unit, 13-unit, 22-unit, and an 18-unit.
  • Upcoming deal for a 129-unit Motel that he will convert to apartments.
  • Based in: Phoenix, AZ
  • Say hi to him at: buymoretime.com | Facebook and Twitter: @andrewinvestor
  • Best Ever Book: Raising Capital for Real Estate by Hunter Thompson

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Direct download: JF_2693_Andrew_LeBaron_1.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

There are a plethora of marketing tools you can use to find real estate deals, but which ones work best in the multifamily space? In this episode, marketing expert Nick Love shares how you can source multifamily deals through strategic marketing.

Nick Love | Real Estate Background

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Direct download: JF_2692_Nick_Love_.mp3
Category:Goals/Success Habits -- posted at: 7:00am EST

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

In this episode, Neal Bawa presents how climate change could greatly affect the real estate space.

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

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

Direct download: JF_2691_Neal_Bawa_.mp3
Category:Current Events -- posted at: 7:00am EST

Attending conferences and events is one of the best ways to expand your network. But how do you make sure you make the most out of your experience? In this episode, Travis shares the critical elements to networking at conferences and how to create your own game plan for your next event.

Looking for your next real estate conference? Join us in Denver, Colorado at the Gaylord Rockies Convention Center from February 24th-26th for the Best Ever Conference! Register here: www.besteverconference.com

Want more real estate advice? We think you’ll like this episode: JF2668: 3 Ways to Grow Your Business at a Networking Event with Ben Lapidus

Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow.

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Direct download: JF_2690_-_Actively_Passive_Show_76.mp3
Category:Networking -- posted at: 7:00am EST

Starting out as a Limited Partner, Joel Fine did everything he could to learn about multifamily syndication: he read books, listened to podcasts, and even asked to be part of a weekly GP meeting on one of his passive deals. In this episode, Joel discusses how he scaled from being a Limited Partner to a General Partner.

Joel Fine | Real Estate Background

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Direct download: JF_2689_Joel_Fine_1.mp3
Category:Scaling -- posted at: 7:00am EST

What’s the best way to beat the competition? For Charlotte Dunford, it’s figuring out how to avoid it in the first place. Focused on mobile home parks with 50 or fewer units, Charlotte’s niche-down approach has allowed her more opportunities to find and close deals in the market than she would otherwise have access to. In this episode, she shares what is most important to look for in a mobile home park deal, as well as the importance of finding your niche in any market. 

Charlotte Dunford | Real Estate Background

  • Managing Partner at Johns Creek Capital, “creating wealth through mobile home park investments.”
  • Portfolio: 24 mobile home parks acquired through syndication, value-added and flipped 1 single-family home and 1 duplex. $4.2M AUM.
  • 3 years of REI experience
  • Based in Atlanta, GA
  • Say hi to her at: https://www.johnscreekcapital.com/
  • Best Ever Book: The Ultimate Sales Machine by Chet Holmes

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

Direct download: JF_2688_Charlotte_Dunford_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

Melissa Elizondo wanted to branch out from her marketing firm and looked to add commercial real estate investments to her portfolio. In this episode, Melissa shares her current business strategy and analyzes her methods for closing on her first GP deal.

Melissa Elizondo | Real Estate Background

  • Partner at 1 Vision Capital which is a syndication group focused on converting existing landlords with single family portfolios into LPs on multifamily deals.
  • Portfolio: Limited Partner for 118-unit in Savannah, GA.
  • Full-time career as owner of marketing firm, Heartwood Marketing Solutions.
  • Based in: New Braunfels, Texas
  • Say hi to her at: 1visioncapital.com | Facebook and Instagram: @therealmelissaelizondo
  • Best Ever Book: The Energy of Money by Maria Nemeth Ph.D.

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

Direct download: JF_2687_Melissa_Elizondo__1.mp3
Category:Scaling -- posted at: 7:00am EST

TJ Konsen got his start in real estate with single-family flips. Now, he’s expanded to rehabs, wholesales, and wholetails, including in the multifamily and self-storage space. In this episode, TJ shares his expertise on direct to seller marketing and how it has helped sourced his self-storage deals. 

TJ Konsen | Real Estate Background

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Direct download: JF_2686_TJ_Konsen.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

Denis Shapiro has diversified his portfolio ranging from apartment buildings to self-storage to mobile home parks. Now, Denis has branched out into Affordable Housing, a market that few people decide to invest in. In this episode, Denis shares why Afford Housing can be a lucrative investment, along with five benefits you can gain from this asset type.

  • Fund Manager at SIH Capital Group, which has an income fund and allows their investors to invest in specific deals they are GPs on. The income fund mirrors what one would find in a REIT but more consistent and is not publicly traded.
  • Portfolio: LP on multiple syndications in various asset classes such as apartment buildings, mhps, self storage and atm funds. Also has 10 Residential syndications, including Ashcroft deals
  • Has two upcoming GP deals in the works: a 50 unit Affordable Housing community closing in 01/22; and a 9 unit STR community closing in 02/22.
  • Based in: Freehold, NJ
  • Say hi to him at: www.sihcapitalgroup.com | https://www.facebook.com/sihcapitalgroup
  • Best Ever Book: The 5 Love Languages of Children by Gary Chapman

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Direct download: JF_2685_Denis_Shapiro.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

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

In this episode, Brandon Turner shares six lessons he’s learned about what it takes to be a better leader.

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

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


There are a lot of variables to consider when selecting a deal, which means there is a lot that could go wrong with your potential investments. Today, Travis Watts outlines three risk areas investors should investigate before closing on a multifamily deal. Want more? We think you’ll like this episode: JF1386: How Do You Remove As Much Risk As Possible In Real Estate Investing? With Chad Doty

Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow.

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

Direct download: JF_2683_Actively_Passive_Investing_Show_75.mp3
Category:Passive Investing -- posted at: 7:00am EST

Starting out as an underwriter fresh out of college, Justin Goodin started to teach himself about commercial real estate investing, relying heavily on YouTube and local meet-ups. The hard work paid off, and today he is a GP on 400 units. In this episode, Justin shares how he found his first deal, sourced investors, and created an effective direct mail campaign that helped him close an off-market deal.

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

Direct download: JF_2682_Justin_Goodin.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

In just 100 days, John Casmon closed $20,000,000 in multifamily deals. In this episode, John discusses how to find good deals during a pandemic, how to adapt your strategy, and how he was able to close on his profitable deals in such a short amount of time.

John Casmon | Real Estate Background

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Direct download: JF_2681_John_Casmon_.mp3
Category:Scaling -- posted at: 7:00am EST

Shawn DiMartile stepped away from a six-figure salary as an air traffic controller to focus on commercial real estate full-time, and the risk has paid off. In 2021, he was able to 10x his portfolio with multifamily syndications, and currently has $27,000,000 in AUM. In this episode, Shawn shares how he found the deals that 10x his portfolio and the strategies he’s using to raise cash flow.

Shawn DiMartile | Real Estate Background

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Direct download: JF_2680_Shawn_DiMartile_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

Over the past 16 years, Matt Picheny has learned a lot about active and passive investing. In this episode, Matt shares how he scaled as an investor, starting with his first deal as a limited partner and what lessons he’s learned along the way.

Matt Picheny | Real Estate Background

  • Founder of Picheny, which syndicates multifamily investments.
  • Portfolio: Over 8,000 units total: 2,337 as a GP, approx. 6,000 as an LP.
  • 16 years of real estate experience
  • Based in: Brooklyn, NY
  • Say hi to him at: https://picheny.com | www.linkedin.com/in/picheny

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

 

Direct download: JF_2679_Matt_Picheny_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

Elijah Vo went from working full-time in the Air Force to becoming a full-time active investor. In this episode, he shares how he got into multifamily syndication and how he finds deals that will fund his retirement income.

Elijah Vo | Real Estate Background

  • Partner at Atlas Multifamily Group, who help investors build generational wealth as a passive investor in multifamily real estate syndication.
  • Portfolio: Operates 700 doors
  • Used to work full-time in the Air Force, but after retirement, he began to do CRE full-time as of October 2021.
  • Based in: DFW, Texas
  • Say hi to him at: https://www.investwithamg.com/
  • Best Ever Book: The Laws of Human Nature by Robert Greene

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

Direct download: JF_2678_Elijah_Vo.mp3
Category:Fully Active/Syndicators -- posted at: 7:00am EST

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

In this episode, Hunter Thompson shares how you can utilize the Fund of Funds model to scale your business.

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

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

Direct download: JF_2677_Hunter_Thompson_-_Unlocking_the_Fund_of_Funds_Model.mp3
Category:Financing -- posted at: 7:00am EST

In Travis Watt’s experience coaching and mentoring others in passive investing, he finds that there is one fundamental piece of advice that many investors fail to follow. In this episode, Travis shares his personal philosophy combined with Robert Kiyosaki’s method from Rich Dad Poor Dad for approaching asset and liability management.

Want more? We think you’ll like this episode: JF2468: Following the Cash in Asset Management with Dave Sherbal

Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow.

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

Direct download: JF_2676_Actively_Passive_Investing_Show_74_.mp3
Category:Passive Investing -- posted at: 7:00am EST

When Sam Giordano first set out to invest in real estate, he wanted to find a way to minimize risk in any deal he joined as a limited partner. After creating a spreadsheet that helped him perform this risk-analysis, Sam quickly realized this was information other passive investors could use. In this episode, Sam discusses the syndication deal analyzer he created, along with the main red flags passive investors should look out for before closing on a deal.

Sam Giordano | Real Estate Background

  • Co-founder of Passive Advantage, which is a website designed to help passive investors vet real estate syndication deals on the path to financial freedom. They’ve created an LP Deal Analyzer tool that uses specific metrics and questions that limited partner investors can use when analyzing a real estate syndication deal.
  • Portfolio: 10 syndication deals as LP.
  • Full-time job is as a practicing gastroenterologist
  • Based in: New Jersey
  • Say hi to him at: passiveadvantage.com

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

Direct download: JF_2675_Sam_Giordano.mp3
Category:Passive Investing -- posted at: 7:00am EST

Jenny Gou and Steve Louie both started out working in corporate with sales-focused jobs. After seeing the benefits of real estate investing, and the scaling they could have in multifamily, they partnered together and within 10 months, they had found and secured their first two deals as partners, closing on the same day. In this episode, Jenny and Steve share what makes their partnership a success, and the details involved with sourcing and managing these deals.

Jenny Gou and Steve Louie | Real Estate Background

  • Both Managing Partners at Vertical Street Ventures, which was established to help individuals achieve their financial goals through passive investing in real estate.
  • Jenny’s Portfolio: 1,650+ units across AZ, TX, and GA.
  • Steven’s Portfolio: 3,200+ units across AZ, CA, FL, and TX.
  • Based in: Brea, California
  • Say hi to them at: www.verticalstreetventures.com

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

Direct download: JF_2674_Jenny_Gou_and_Steven_Louie_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EST

Zain Jaffer transitioned from the tech space into commercial real estate, bringing with him a unique perspective on sourcing deals, forming partnerships, and streamlining systems to cut down on revenue and time cost. In this episode, Zain shares why trust among investors is vital to finding deals and how gatekeeping advice can harm not only your reputation, but future opportunities.

Zain Jaffer | Real Estate Background

  • General Partner at Bluefield Capital
  • Portfolio: GP on 400 units in family office, 4000+ at Bluefield Capital.
  • Focuses on multifamily, hospitality, senior care, and industrial.
  • Based in San Francisco, CA.
  • Say hi to him at: zain@proptechvc.com | https://www.bluefieldcap.com/
  • Best Ever Book: Blitzscaling by Chris Yeh

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

Direct download: JF_2673_Zain_Jaffer.mp3
Category:Scaling -- posted at: 7:00am EST

David Olds began investing in 2002 when he and his wife flipped their first house. Seeing the benefits of investing, David started to seek bigger deals in commercial real estate. Today, he has accumulated over 100 rental properties and continued to flip, having wholesaled over 1,000 deals. In this episode, David shares his secrets to wholesaling, how he survived two recessions, and how to maximize deals during market downturns.

 

David Olds | Real Estate Background

  • Founder of Nationwide Property Liquidators
  • Portfolio: Wholesaled 1000+, Rehabbed to flip 27, Rehab to rent 30, 62 rentals.
  • 20 years of REI experience, both active and passive.
  • Based in: Chattanooga, TN
  • Say hi to him at: https://www.davidoldsrei.com/| nationwidepropertyliquidators.com
  • Socials: Instagram @davidoldsrei

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

Direct download: JF_2672_David_Olds_.mp3
Category:Scaling -- posted at: 7:00am EST