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.

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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

• Founder of Sherlock Houses and Platinum Real Estate Mastermind. The company specializes in direct to seller marketing with a high volume of flips, rehabs, wholesales, wholetails.
• Portfolio: 200+ multifamily units.
• 15 years of real estate experience.
• Based in: Dallas, Texas
• Say hi to him at: www.linkedin.com/in/tj-kosen-a944382b/ | Facebook, Instagram: @tjkonsen
• Best Ever Book: 12 Rules for Life: An Antidote to Chaos by Jordan B. Peterson

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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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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

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

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.

• Founder/CEO of Next Level Equity. They focus on capital preservation while striving to deliver strong, risk-adjusted returns to their investors. Exclusively focused in apartments as a multifamily syndicator.
• Portfolio: 400 units as a GP
• 3 years of real estate experience
• Based in: Indianapolis, Indiana
• Say hi to him at: NextLevelEquity.com | Facebook group 'Next Level Apartment Syndications:' www.facebook.com/groups/nextlevelapartmentsyndications
• Best Ever Book: Best in Class by Kyle Mitchell and Gary Lipsky

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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

• Founder of Casmon Capital Group which aims to help busy professionals invest in real estate without taking on a second job, focusing on multifamily investments.
• Portfolio: $40MM as GP. Total investment experience as a GP is over $100MM.
• He closed $20MM in 100 days in 2021
• Based in: Cincinnati, Ohio
• Say hi to him at: casmoncapital.com/sampledeal 
• Best Ever Book: The 80/80 Marriage: A New Model for a Happier, Stronger Relationship by Nate Klemp PhD

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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

• Managing Partner at Pac 3 Capital where they syndicate multifamily value-add properties.
• Portfolio: GP of $27M in AUM across 327 units.
• Quit his job as air traffic controller this month (December 2021) to focus on building his real estate portfolio.
• Based in: San Diego, California
• Say hi to him at: shawn@pac3capital.com | pac3capital.com
• Best Ever Book: Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal by Oren Klaff

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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

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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

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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

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

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

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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

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

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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

Shannon Robnett | Real Estate Background

• Founder of Shannon Robnett Industries, which specializes in the acquisition of development land, and entitling it. Once ready for construction, they involve their syndication partners in the actual real estate.
• Involved in over $250MM in construction projects ranging from multi-family, office buildings, and municipal buildings to schools, industrial projects, and mini storage
• Based in: Boise, Idaho
• Say hi to him at:www.shannonrobnett.com
• Best Ever Book: The Creature from Jekyll Island: A Second Look at the Federal Reserve by G. Edward Griffin

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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, Ryan Smith, John Chang, Hunter Thompson, and Neal Bawa have a lively debate about whether interest rates will rise over the coming year.

Ryan Smith: http://elevationcapitalgroup.com/

John Chang: www.marcusmillichap.com

Hunter Thompson: https://asymcapital.com/

Neal Bawa: https://grocapitus.com/

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

We typically hear that if we follow our passions, that will naturally lead us to success. However, in today’s episode, Travis questions the validity of this advice. What if you turn out to be bad at your passion? Or, what if you lose steam for your passion–what are you left with then? Take a walk with Travis as he discusses the idea of chasing your passion vs. chasing an opportunity.

Want more? We think you’ll like this episode: JF2407: Find Your Real Estate Passion with Kristen Ray

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Ben Lapidus is the host and founder of the Best Ever Conference and has extensive experience in creating and overseeing networking events. In this episode, Ben shares how to maximize your experience at these events to help build new relationships, educate yourself, and ultimately grow your business.

Join us for this year’s Best Ever Conference in Aurora, Colorado from February 24th-26th: www.besteverconference.com

Ben Lapidus Real Estate Background

• Chief Financial Officer for Spartan Investment Group LLC,
• Portfolio: 51 operation, $100M AUM 
• Founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships LLC
• Say hi to him at www.spartan-investors.com

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

In the past year, Ben Lapidus’ company grew from 13 operations to 51, with a portfolio of $100M AUM. Working through COVID-19, and looking to the future, Ben Lapidus provides his insight on the self-storage industry and what his strategy is for tackling the new year.

Ben Lapidus Real Estate Background

• Chief Financial Officer for Spartan Investment Group LLC
• Portfolio: 51 operation, $100M AUM 
• Founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships LLC
• Say hi to him at www.spartan-investors.com
• Best Ever Book: Covariant Loop Quantum Gravity: An Elementary Introduction to Quantum Gravity and Spinfoam Theory by Carlo Rovelli

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

Andrea Himmel’s mother went from nothing to a multibillion dollar portfolio of office buildings and warehouses in New York City. Inspired by her mother, Andrea joined the family firm and now acts as Chief Investment Officer, hunting down great opportunities in Manhattan and the boroughs. In this episode, Andrea breaks down why she’s investing in office spaces during the work from home era, and how she’s able to close on these high-profit deals.  

Andrea B. Himmel  | Real Estate Background 

• Career: Principal and Chief Investment Officer at Himmel + Meringoff Properties
• Founded in 1978, they own a multibillion dollar portfolio of office buildings in Manhattan and last mile warehouses in the boroughs of NYC. They do not syndicate equity. They own their entire portfolio with their own equity.
• Portfolio: Multi billion dollar portfolio of ~20 properties in NYC. Over the past 40 years, they have bought and sold over 5MM SF.
• Based in: NYC, NY.
• Say hi to her at: http://linkedin.com/in/ah-ny
• Best Ever Book: A New Earth: Awakening to Your Life's Purpose by Eckhart Tolle

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When James Knull first started in real estate, he leveraged his youth by asking experienced investors to critique his business plans. Most people provided him with a lot of feedback, but a few were intrigued by his plans and asked to join him. Flash forward a few years and now James is the founder of his own realty group and a multifamily investor. In this episode, James walks us through how he went from single-family homes to starting his own realty group while investing in commercial real estate.

James Knull Real Estate Background

• Full-time career: Founder of Mogul Realty Group 
• Portfolio: 300 rental units 
• Organizes and hosts Mogul Mastermind, one of the most popular Real Estate Investing meetup groups in Western Canada.
• Based in Edmonton, Alberta, Canada
• Say hi to him at: james@mogulrg.com
• Best Ever Book: Traction: Get a Grip on Your Business by Gino Wickman

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Judy Brower Fancher knows how to find killer deals before anyone else. From staying on top of market trends, to being a wanted repeat-investor, Judy has developed a strategy for getting exclusive access to competitive deals. In this episode, Judy breaks down her methods into four parts so that you can find better deals first as a passive investor.

Judy Brower Fancher Real Estate Background

• Founder of Brower, Miller & Cole, a private research firm.
• Portfolio: 20 senior living multifamily, one industrial, one self-storage, 2 multifamily
• Based in: Newport Beach, California
• Say hi to her at: www.linkedin.com/in/judithbrower
• Best Ever Book: Small Giants: Companies That Choose to Be Great Instead of Big by Bo Burlingham

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

Camilla Jeffs was a burnt out, introverted landlord. When she learned about passive investing, it sounded like the perfect elixir to her fatigue. There was just one problem: commercial real estate is a team sport, and as an introvert, the idea of having to talk and network with groups of people was overwhelming. However, Camilla was able to create a strategy to work with and overcome a lot of the anxiety that surrounded the necessity of networking. In this episode, Camilla shares three great tips that introverted investors can use to overcome their anxiety and seek out amazing deals.

Camilla Jeffs Real Estate Background

• Founder and CEO at Steady Stream Investments, which helps people achieve an elevated level of financial health through investing passively in cash-flowing real estate that impacts local communities, all without the hassles of being a landlord.
• Portfolio: 107 multifamily units passive, 600+ multifamily units active, 64-bed assisted living new construction, totaling to $80M AUM.
• Based in: North Dallas, TX
• Say hi to her at: www.camillajeffs.com

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

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

In this session, Joe Fairless will help you identify your liabilities, maximize your opportunities, and accelerate your growth for 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

What makes a syndication operator or general partnership reputable? How do you make sure you’re working with a competent team that will lead you to success? And how do you establish your own credibility and authority? Today, Travis Watts presents four painless ways to vet future groups and how you can use these methods to boost your own credibility.

Want more? We think you’ll like this episode: JF2424: What Can Go Wrong Investing in Syndications? | Actively Passive Show with Theo Hicks & Travis Watts

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

Brock Mogensen went from completing one house hack to an 89-unit syndication. Self-taught and with limited commercial real estate investing experience, Brock was able to successfully pitch himself to partners. In this episode, Brock details how he crafted his winning pitch and the lessons he’s learned diving headfirst into CREI.

Brock Mogensen Real Estate Background

• Current full-time career: Real Estate Investor
• Company: Smart Asset Capital
• Current Portfolio: $10M AUM
• Years of real estate investing experience: 3.5 years
• Syndication: They buy several different asset classes (multifamily, industrial, retail, and self storage). Actively involved.
• Based in Milwaukee, WI
• Say hi to him at www.smartassetcapital.com  www.capitalclub.io | www.howtoanalyzeadeal.com 
• Best Ever Book: The 10x Rule by Grant Cardone

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

Daisy Serrano and Luc D’Abreau are a millennial husband/wife multifamily investing team that scaled their business through extensive networking. The wider their network grew, the easier it was to find the right people with the right competencies to secure good sponsors and partners. In this episode, Daisy and Luc share what it’s like to enter CREI as millennials and how they hustled to expand their circle. 

Daisy Serrano & Luc D'Abreau Real Estate Background

• Current full-time career 
• • Daisy: Real Estate Professional
  • Luc: FinTech Sales 
• Company: Make it Rain Capital (Process: intro call, investor portal, invest opportunity offering, partner with us, make it rain!).
• Portfolio: 445 units as LP's & 42 units as GP's.
• 3 years of real estate investing experience
• Syndicators, both active and passive
• Based in Austin, TX
• Say hi to them at: www.makeitraincapital.com
• Best Ever Book:
• • The Energy of Money: A Spiritual Guide to Financial and Personal Fulfillment by Maria Nemeth Ph.D. 
  • Outwitting the Devil: The Secrets to Freedom and Success by Napoleon Hill

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

CEO and Land Coach Brent Bowers believes that anyone can get into land investing with little to no money or risk. It only took him nine months to become financially free, and he’s continued to use his strategy throughout his career. In this episode, Brent shares how he made some of his greatest deals, and three ways you can source better land investment deals.

Brent Bowers | Real Estate Background

• Career: CEO of Zech Buys Houses LLC, and Land Coach at The Land Sharks
• 12 years of real estate investing experience
• Based in Colorado Springs, CO
• Say hi to him at www.thelandsharks.com 

Check out Brent's other episode with us here: bit.ly/JF1490BrentBowers

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

Jake Harris Real Estate Background

• Current career: Full-time managing partner of private equity real estate firm, Harris Bay
• Harris Bay process: “fundamental opportunistic and value add investment strategies.”
• Portfolio: 150,000,000 in AUM; 200M in development pipeline
• Has over 20 years of experience in real estate & construction and investment management.
• Actively involved in CREI
• Involved in multifamily, office, land, and hotel developments.
• Based in Tahoe, CA
• Say hi to him at: www.catchknives.com
• Best Ever Book: The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success by Dan Sullivan. 

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

Slocomb Reed Real Estate Background

• Director of Investment Services for The Chabris Group of Keller Williams Seven Hills Realty, the largest real estate sales team in Greater Cincinnati by number of sales.
• Began investing in 2013. Went full-time as a sales agent in 2015 while continuing to invest.
• Portfolio: Owner-operates over 65 units ranging from single-families to apartment buildings with 20+ units.
• Based in Cincinnati, Ohio
• You can find him at www.linkedin.com/in/slocomb-reed-b7145b1a/

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

Were you taught that smart investing must always follow the “buy low, sell high” structure? In today’s episode, Travis Watts shares why this mentality may not be the best choice when it comes to investing due to situations like the Lost Decade. The Lost Decade was a span of time between 2000 and 2009 where the market fluctuated so much over the years, and ended with a recession, that most people had 0% returns on their investments after ten years. This episode will discuss why this occurred and how you can potentially prevent that outcome from happening to you.

Want more? We think you’ll like this episode: JF2305: How To Prepare For Economic Recession | Actively Passive Investing Show With Theo Hicks & Travis Watts

If you like what we’re doing, be sure to leave us a five-star review on your favorite podcast streaming platform!

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The industrial sector can be hard to market to potential investors, but Neil Wahglen has found a way to ensure his company stands out from the rest. From their sale-leaseback strategy, to their unique, storytelling marketing, Neil has been able to not only bring in but maintain long term relationships with high-net-worth investors. In this episode, Neil details how these strategies came together to help him find his competitive advantage in the industrial space.

Neil Wahglen Real Estate Background

• Works full-time as COO at MAG Capital Partners and is an Industrial Sponsor.
• He has 8 years of real estate investing experience and is both active and passive.
• Portfolio: $350M of industrial, single tenant net leased (NNN) commercial.
• Background: commissioned officer and pilot in the US Air Force and Navy.
• Based in San Francisco, California
• You can find him at www.magcp.com | neil@magcp.com

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

In March of 2020, Jeromie and Anne Marie Sheldon closed on a 12 unit deal right as COVID-19 was taking the world by storm. The pandemic caused additional problems on top of the regular challenges that come with any property--rowdy tenants, delays, labor shortages--and yet one and a half years later, the Sheldons’ property is thriving. In this episode, the Sheldons discuss their business model and how they navigated being “COVID Closers.”

Jeromie and Anne Marie Sheldon Real Estate Background

• Jeromie recently retired as an Air Force Pilot after 24 years of service and is now flying 747 overseas for UPS out of Anchorage, Alaska.
• Anne Marie is a Licensed Physical Therapist.
• They are both CREI, LPs in syndications, Active apartment owners.
• Both actively and passively involved in CREI.
• Portfolio: Started out with a SFR 2015 full cycle. Currently, Passive LP deals = 2000 + doors, Independent GPs on a 12 unit & 5 unit locally in WNY. 
• Also own a townhouse- LTR (12 beds for pilots called “crashpads”) in Anchorage, AK.
• Based in Grand Island, NY (close to Niagara Falls & Buffalo, NY)

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

Who makes the decisions in a family-run business? What metrics are used to evaluate the CEO? What kind of challenges do they face? Daniel N. Farber helps answer all these questions in today’s episode by pulling back the curtain on what being a CEO for this type of investing firm is like. From what his KPIs are to who he reports to, Daniel gives the Best Ever listeners an insider look at how this multi-generational real estate investment firm is run.

Daniel N. Farber Real Estate Background

• CEO of HLC Equity 
• HLC Equity is a multi-generational real estate investment firm that has owned and operated real estate in over 25 states throughout the USA, having owned and managed over 7,000,000 gross square feet of commercial, residential, and development land.
• Prior to real estate, he served in the Israel Defense Forces as a Staff Sergeant in an elite infantry unit.
• Based in Pittsburgh, PA 

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

Rick Martin caught the investing bug when he rented out his first house in 1998, helping to pay for film school. Rick continued to make deals while maintaining a full-time job, and just recently switched to syndicating full-time. From making good deals to choosing good partners, Rick reveals the most important lessons he’s learned over his 20+ years of CREI, including three things you can do to weather any storm as a syndicator. 

Rick Martin Real Estate Background

• Been involved in real estate since 1998 and recently made the transition to a full-time career as a syndicator.
• Founder of Fortress Federation Investments, which provides multifamily investment opportunities to its investors, helping them build wealth and multiple income streams.
• Does both active and passive investing.
• Portfolio: Throughout his career, he has bought and sold single-family and small multifamily. He still owns a fourplex, but otherwise he is now invested both actively and passively in 1,992 multifamily units.
• Based in Redondo Beach, CA.
• You can find him at www.fortressfederation.com.
• Best Ever Book: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan

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

During his senior year of college, Braeden Windham wasn’t sure what he wanted to do with his career. It wasn’t until he met his future partner at an event that he found direction. Handed a pile of books and a list of podcasts about CREI by his partner, Braeden spent the rest of the semester studying real estate investing and syndication. Fast forward a year and a half, and now Braeden is the Founding Partner of multifamily investment firm Well Capital. In this episode, Braeden talks about how clarity and transparency guided his success over the past year, along with a few lessons learned along the way.

Braeden Windham Real Estate Background

• Founding Partner of the multifamily investment firm Well Capital.
• 1.5 years of real estate investing experience
• Current portfolio: 359 units under management, owns 3 apartment complexes.
• Actively investing but looking to become more passive in the future.
• Based in Dallas, Texas
• You can find him at: www.wellcapitalinvest.com
• Best Ever Book: Free to Focus: A Total Productivity System to Achieve More by Doing Less by Michael Hyatt

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

It can be a struggle trying to break into commercial real estate investing when you have a full-time job that occupies most of your schedule. How do you even find the time to dive in, let alone keep up with your investments? Jaideep Balekar was in a similar situation when he started actively investing while working full-time as a cybersecurity consultant. In this episode, he shares his advice on how to navigate and persevere through these challenges.

Jaideep Balekar Real Estate Background

• Works full-time as a cybersecurity consultant
• Primarily an active investor, has invested passively in one syndication.
• Portfolio: 30 doors personal portfolio, 84 doors passive investment (LP), 95 doors as JV that will be closing by the end of the year.
• Based in Cincinnati, Ohio
• You can find him at www.compoundingcapitalgroup.com.
• Best Ever Books: 
• • Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan
  • Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business by Gino Wickman

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What does “rich” mean to you? When you picture a rich person, do you imagine yachts, tropical vacations, or a lavish collection of sports cars? In this episode, Travis Watts provides a different perspective on what being rich really means in terms of having to work vs. choosing to work, freedom of time, and freedom of location. 

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

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Steff Boldrini took her car wash portfolio, originally valued around $2-3M, and almost doubled its value to $4-5M in just one year. From adding credit card machines to creating subscriptions, Steff used tech to level-up her properties with a 46 percent cash on cash return. In this episode, Steff shares the wins and obstacles she’s faced managing three car washes and one storage unit, and the tech secrets that got her where she is today. 

Steff Boldrini’s Real Estate Background

• Full time, active real estate investor
• Began her real estate journey actively seeking out long-term, low maintenance, and recession resistant asset classes
• Portfolio consists of car washes, self storage, and short term rentals
• Based in San Francisco, CA
• Say hi to her at: www.montecarlorei.com
• Best Ever Book: The Untethered Soul: The Journey Beyond Yourself by Michael A. Singer

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Hayden Harrington was tired of the meet-ups he kept attending. They were usually hosted in crowded, hard to hear areas where it was difficult to effectively network with people. That’s when he decided to create his own, unique events. In this episode, Hayden shares how he broke from tradition and created a successful in-person and online networking group.

Hayden Harrington Real Estate Background

• Real estate entrepreneur focused on large-scale multifamily syndications
• Currently has $30MM AUM and actively growing the portfolio
• Managing partner at Momentum Multifamily, a commercial real estate group focused on buying institutional quality assets for their investors
• Based in Richardson, TX

• Say hi to him at: www.momentummultifamily.com

• Best Ever Book: The E-Myth Real Estate Agent by Michael E. Gerber

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When he set out to make his first deal on a 472 house subdivision, Joe Marques--better known as Cowboy Joe--thought he’d selected the right team for the development. As it turned out, the group was using him with the end result costing him $41,000,000. Today, Cowboy Joe shares with us how that first deal actually set him up for success, discussing the importance of building good relationships and how your self-worth affects your net worth.

Cowboy Joe Marques Real Estate Background

• Invested in numerous development projects across the US ranging from turnkey subdivisions, multifamily, 5,000 bed crew lodges, gulf-front condos, resorts, commercial buildings, and mix-use spaces
• Involved in unique projects in the Caribbean and South America ranging in value from $1,200,000 to $100,000,000
• Based in Pensacola, FL

• Say hi to him at: https://www.facebook.com/graywolf563

• Best Ever Book: Chasing Success: Lessons in Aligned Performance by Dr. Alok Trivedi 

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Jerome Maldonado was nearing the end of his retail center construction and about to start developing office condos when the 2008 recession hit. Overnight, his bank stopped all funding, leaving him without the remaining $300,000 needed to complete the project. Jerome takes us through his journey of navigating the recession and how he managed to pull through and succeed with his property.

Jerome Maldonado Real Estate Background

• • Say hi to him at: www.jeromemaldonado.com 

Check out our previous episode with Jerome, JF2562: $7M in Less Than 2 Years with Jerome Maldonado.

Starting off on your first deal can be daunting. How big of a deal should you aim for? How do you build a good team? Where can you find a good network? Host Joe Fairless and guest Michael Blank share their top five secrets to closing your first deal.

Michael Blank Real Estate Background

• Entrepreneur and Investor
• Helped investors purchase over 9,500 units valued at $445M through his training programs
• As CEO of Nighthawk Equity, he controls over $200M in performing multifamily assets 
• Based in Atlanta, GA
• Say hi to him at: www.themichaelblank.com

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During the 2008 recession, David Kislin’s bank that handled his construction loan filed for bankruptcy. Fearful for the future, his partners backed out of the project, causing David to lose half of his equity on the deal, totaling around $6 million. From lessons learned on relying too much on investors to the time saved on more granular deals, today David shares why he believes smaller deals can be smarter deals.

David Kislin Real Estate Background

• • Say hi to him at: https://jeldevelopment.com/

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“What mistakes did you make in your career that I should be on the lookout for as a new passive investor?” 

Travis Watts answers this listener question by sharing four mistakes he made starting out as a passive investor that you can learn from:

1. Location, location, location: You cannot overcome a bad area with good management.
2. Understand that management is key.
3. Make sure you understand the underwriting.
4. Don’t do a deal just for tax reasons or because you see a lucrative fee split structure.

Want a more in-depth look at how to vet a team, a market, or a deal? Then check out our three part mini-series starting with episode JF2396: Passive Investing Strategies | Actively Passive Investing Show With Theo Hicks & Travis Watts.

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In less than six months, and without a social media team, Carlos Reinoso went from 200 to 5,000 connections on Facebook, a growing online network that eventually helped him score an equity partnership over 240 units. In this episode, Carlos shares his best tips on how to grow your online presence, leverage your network to meet investors, and how your social media accounts can lead to big deals.

Carlos Reinoso Real Estate Background

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Growing up, Van Sturgeon witnessed firsthand how his parents saved their rental property during a rough economic period through the use of meticulous budgeting and planning. Now, as an entrepreneur with over thirty years of real estate experience, Van uses this knowledge to help people overcome their fears of renovating and rehabbing by helping them break down the details and costs of their project. In this episode, Van shares his best tips for finding good renovation properties and how to create a realistic Renovation Calculator to properly execute your next multifamily renovation.

 Van Sturgeon Real Estate Background:

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Steve White never thought he would be investing in real estate. That is, until he found a deal that he couldn’t ignore. Steve is sharing his tenant screening guidelines, how he guarantees tenants before buying the building, and which pandemic-proof tenants performed well last year and continue to do so today. 

Steve White Real Estate Background: 

• Landlord, Real Estate Investor, RentPrep CEO - a company connecting tenants with landlords serving over 150,000 landlords and 2 million tenant screenings
• Active investor with 15+ years of experience including A/B office space, and particularly with medical tenants
• Based in Buffalo, NY
• Say hi to him at: rentprep.com
• Best Ever Book: Outwitting the Devil by Napoleon Hill

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

Ted Greene joins Ash Patel in a discussion of institutional purchases, interest rates, and inflation. Ted shares his earned scar tissue of being sued for $68M and losing money on a personal venture - and how you can position yourself for an impactful retirement.

Article mentioned: Buy with Conviction

Ted Greene Real Estate Background:

• Investor Relations Manager at Spartan Investment Group
• 20+ years of real estate experience
• Portfolio consists of 14 properties, 10 of which have gone full cycle 
• Based in Golden, CO
• Say hi to him at: https://spartan-investors.com/

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

Are the general practices of general contractors just unsavory? In Joe’s experience, the contractor on his $10M project tried to take advantage every opportunity he could get and with hundreds of thousands of dollars being added, Joe had to find a way to make it work. Listen to Joe and Ash discuss enforcing a contract and penalties, working together with an enemy for a year, and how to get accurate references.

Joe DiSanto Real Estate Background:

• Works part-time as a fractional CFO for 6 companies and 1 family office
• Portfolio consists of 11 residential rentals, 2 commercial buildings, and 1 piece of raw land
• Based in Providence, RI
• Say hi to him at: https://www.playlouder.com/

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

When Tracy Hubbard went bankrupt in 1998 after a business went south, he started learning how to get into hard assets, instead. That’s when real estate came into the picture. Today, Tracy is sharing how bankruptcy made him a better businessman, why he looked into multifamily first, and his number one piece of advice for closing off-market deals. 

Tracy Hubbard Real Estate Background:

• Full time multifamily syndicator and asset manager, along with agricultural syndications and ranching
• Current portfolio consists of three properties of 400+ doors
• Based in Lubbock, Texas
• Say hi to him at: HubbardCapitalGroup.com 
• Best Ever Book: Texas Wine Pioneers

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In today’s episode of the Actively Passive Investing Show, Travis discusses the deciding factors of whether real estate is currently expensive or cheap. He talks about what metrics we are using to measure and compare real estate today, how has the dollar devalued overtime and how this inflation affects the market, and what new evaluations we use today that we may not have had 10 years ago.

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After getting her start in real estate with several single family homes, Rebecca Moore decided she needed her investments under one roof. That’s when she made the switch into multifamily. Today, Rebecca is sharing how many deals she invested in before syndicating herself, her main focus when she bought her first deal, and her thoughts on profitability of all bills paid properties.

Rebecca Moore Real Estate Background:

• Full time syndicator and clinical psychologist
• Currently passively investing in 1,534 doors
• Syndicated 5 buildings since 2017 for a total of 656 doors, with the first building in the process of going full cycle
• Based in Dallas, TX
• Say hi to her at: www.StarboardEquity.com

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When Randy Smith started his investing journey, he thought single family, turnkey homes would help reach his goals of passive income. That’s until 1 year ago when he realized multifamily and limited partnerships were the key to low-stress income. Today, Randy is talking about the main questions he asks during his due diligence process, what surprised him about passive investing, and the biggest reason he decided to make the switch.

Randy Smith  Real Estate Background:

• Manager of Business Development for a Fortune 100 financial services company
• Currently passively investing as an LP in 6 different syndications including multifamily and a mobile home fund (Portfolio consists of rentals in Atlanta and Kansas City including 2 turnkey units and 3 BRRRR units)
• Based in Phoenix, AZ
• Say hi to him at: https://www.linkedin.com/in/randallmsmith/
• Best Ever Book: Lifestyle Investor by Justin Donald 

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When Chris and Ashton Levarek got started in real estate in 2018, they quickly realized the benefits of scaling. But, they also quickly got burned by a property management company. Today, Chris and Ashton are giving their insight on vetting property managers and what questions to ask, what their biggest mistake was when hiring their first property manager, and how to become educated on a new asset and do your research before outsourcing.

Ashton & Chris Levarek Real Estate Background:

• Chris, Owner & Operations Manager and Ashton, Sales, Marketing and Acquisitions Manager of Valkere Investment Group
• Syndicators with experience in operations syndications, apartment ownership, assisted living, and 716 units in their portfolio
• Based in Phoenix, Arizona
• Say hi to him at: https://www.valkeregroup.com/

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Data obsessed, Neal Bawa, successfully created the super value add strategy to combine data and analytics with current trends to make the most informed future investing decisions. Today, Neal is talking about why real estate is the most inefficient asset, what he believes the future of real estate investing should be, and how Covid is altering current rent prices. 

Neal Bawa Real Estate Background:

• Previous episode #1298
• Real estate developer with a $500M portfolio of 22 projects in 10 states
• Approximately 3,300 units of multifamily, student housing, industrial & self storage, in 10 states
• Founder of a real estate community with over 30,000+ members
• Based in San Francisco Bay Area, CA
• Say hi to him at: https://grocapitus.com/

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

Chris Pomerleau got his start in real estate with a single family flip that took over a year to complete. Now, he specializes in multifamily in 7 different states with over 2,500 units. Today, Chris is talking about keeping his long-term investors happy with clear communication, how to identify consistent markets, and advice for someone getting into commercial real estate without a proven track record. 

Chris Pomerleau Real Estate Background:

• Full time real estate investor
• 8 years of experience actively doing syndications and JV multifamily assets
• Current portfolio consists of 2,500 units with $190M in assets under management
• Based in Omaha, NE
• Say hi to him at: www.ParkAveInvesting.com

• Best Ever Book: Who Not How

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

With a background in technology, Tim Vest’s first step into real estate was land development. Now, he’s involved as a GP, LP, KP, in several multifamily syndications. Today, Tim is talking about the importance of having an exit strategy, why he became an LP before becoming a GP, and why he spent a whole year laying the groundwork before his first syndication.

Tim Vest Real Estate Background:

• Full time Technology Manager for a large bank and investor
• Involved as a KP, GP and LP in multifamily syndications, and in a number of JV opportunities in some single family and small multifamily deals
• Current portfolio includes 4 Single Family homes, 319 units as an GP and over 800 units total as a GP/LP
• Based in Huntersville, NC
• Say hi to him at: https://harvestpg.com

• Best Ever Book: Who Not How

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

In today’s episode of the Actively Passive Investing Show, Travis discusses how to identify your goals, and actually reach them through your investments in 5 steps. He talks about identifying lifestyle vs. financial goals, honing in on a strategy specific to those goals, and how to know which form of investing fits best with your ideal lifestyle. 

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

Ruth Hiller is no novice when it comes to multifamily investing, as the 3rd generation of investors in her family. Now she’s syndicating her own deals all across the US. Ruth is discussing how she became an accidental businesswoman, investor tax benefits you may not know about, and how her mentorship program skyrocketed her success. 

Ruth Hiller Real Estate Background:

• Full time multifamily investor and syndicator
• Syndicator in one multifamily deal in Texas 143 doors, passively involved in 8 syndications totalling over 1900 doors, 50% co-owner of 118 unit multifamily in Los Angeles, CA, and 20% owner in NYC retail space
• Based in Boulder, CO
• Say hi to her at: www.yesmfnow.com

• Best Ever Book: Think and Grow Rich

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

Nate Barger continues the conversation today on mindset, comfort zone, and goal setting. He’s talking about how selling drugs helped him learn how to scale his investments, the moment he realized he was over-leveraged, and how he made his way out of being nearly bankrupt. 

Nate Barger Real Estate Background: 

• Full-time real estate investor 
• 16 years experience
• Actively involved as Syndicator, Syndication, Apartment Owner, Hotel Owner, Warehouse, Office
• 1500+ current doors. Own over 100 million dollars assets under management. 4 hotels including a Hyatt, Hilton, and Marriott
• Based in Cincinnati, OH
• Say hi to him at: www.NateBarger.com

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After spending time in prison for selling drugs, Nate Barger knew he had to switch gears. That’s when he found real estate and realized the mindset shift that had to take place in order to succeed. In this first episode of a two part series, Nate talks to us about how he created his own reality, transitioning from growing his assets to giving back, and the importance of goal setting for success. 

Nate Barger Real Estate Background: 

• Full-time real estate investor 
• 16 years experience
• Actively involved as Syndicator, Syndication, Apartment Owner, Hotel Owner, Warehouse, Office
• 1500+ current doors. Own over 100 million dollars assets under management. 4 hotels including a Hyatt, Hilton, and Marriott
• Based in Cincinnati, OH
• Say hi to him at: www.NateBarger.com

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

Serial entrepreneur, Gary Lipsky, started his entrepreneurial journey in college with a meal delivery service. Now, he has $41M of multifamily assets under management. Today, Gary is talking with us about the KPIs he uses for assets and employees, how to effectively manage your staff, and his favorite accountability tools to keep his team on track.

Gary Lipsky Real Estate Background: 

• Full-time, 19 yrs, active syndicator in multifamily
• GP on 4 properties, and an LP on another 7 properties
• $41MM AUM in multifamily, as well as some single family flips ($7MM)

• Based in Manhattan Beach, CA
• Say hi to him at:  www.breakofdaycapital.com

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

After Leaving his corporate job in 2016, Lee Yoder decided to go all in with real estate. What started as house flipping quickly turned into full time apartment syndicating. Lee is sharing how he scaled from a duplex to over 100 units and the biggest challenges doing so, how he gets most of his investors through referrals, and his best tips for finding the most valuable use of your time and outsourcing the rest. 

Lee Yoder Real Estate Background:

• Full time apartment syndicator
• Currently acquiring 40-100 unit apartment buildings
• Portfolio includes a 45 unit, 47 unit, and 96 unit building
• Based in Cincinnati, OH
• Say hi to him at: threefoldrei.com

• Best Ever Book: Who Not How

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

Growing up in real estate, Eli Randel has always been engulfed in the industry. Now, he’s the Chief Strategy Officer for the industry’s fastest growing marketplace. Today, Eli is talking with us about short and long term strategy, current commercial real estate trends, and how to determine your next investment strategy. 

Eli Randel Real Estate Background: 

• Chief Strategy Officer at Crexi, the commercial real estate industry's fastest-growing marketplace, data, and technology platform
• 10+ years experience in residential and commercial real estate at Blackstone and other top networks
• Based in Raleigh, North Carolina
• Say hi to him at: https://www.crexi.com/ 

• Best Ever Book: Shoe Dog

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Today, Joe Fairless is sharing the 7 metrics you should be tracking while raising money for a fund. He discusses the biggest challenge of funds, his best advice from what he’s learned, how often to review metrics, and the one tool you need to maximize your efforts. 

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Matt Green started in the real estate industry by partnering with his father. Now, they’ve grown to $80M assets under management, all through building relationships with property owners. Matt is sharing how he finds his deals, the key to keeping up with investors, and the challenges of land development and why he would do it all over again. 

Matt Green Real Estate Background:

• Owner at The Green Organization, property development
• Full time real estate investor and developer that owns and managers over $80MM of real estate assets
• Specializing in multifamily real estate, Matt has built a portfolio of over 500 apartment units
• Matt's goal is to build a multi-billion dollar real estate portfolio, currently adding 30-50MM each year.
• Based in Buffalo, NY
• Say hi to him at: https://thegreenorganization.com/ 

• Best Ever Book: Seller Be Sold

Click here to know more about our sponsors: Deal Maker Mentoring 

In today’s episode of the Actively Passive Investing Show, Travis discusses how to maintain the purchasing power of the dollar during inflation. He talks about keeping up with inflation and how to level up your assets, 3 ways inflation can actually benefit you as an investor, and 3 ways to succeed in syndications during an inflationary period. 

Click here to know more about our sponsors: Deal Maker Mentoring

Full time firefighter, Seth Teagle, started his investing journey 5 years ago. Now, he focuses on multifamily and commercial properties. Today, Seth’s sharing how he gained thousands of units in a short amount of time, the process of raising undermarket rents, and how he offloaded mundane tasks to scale his investments further.

Seth Teagle Real Estate Background:

• Firefighter/paramedic and owner/operator of the Stream Group, a vertically integrated commercial real estate company based out of Columbus, OH 
• Focused on buying large multifamily assets and apartment complexes, as well as some retail and mixed use spaces
• As a team, currently operating 2,162 doors and own over 75% of this portfolio, themselves
• Based in Columbus, OH
• Say hi to him at: www.thestreamgroups.com 

• Best Ever Book: Who Not How

Click here to know more about our sponsors: Deal Maker Mentoring

Vikram Brar and Princi Gill were led to multifamily investing, because they knew it was the road to financial freedom. Since then they’ve both quit their jobs and focus fully on Waahe Capital. Today, Vikram and Princi are talking about how they divide business roles, their #1 piece of advice for vertically integrating, and how they create the blueprint for their next buyer to be successful. 

Vikram Brar & Princi Gill Real Estate Background:

• Vikram and Princi are Co-Founders of Waahe Capital 
• Vikram leads acquisitions, investor relationships, and operations, while Princi focuses on true value creation through modern design, strategic sourcing, and cost-effective renovations
• Portfolio consists of over 700 units and over $100M assets under the management, and just acquired 8th multifamily property
• As a vertically-integrated organization, we are very actively involved with focuses including: Multifamily asset acquisition, property management (in-house), redevelopment (including in-house construction & design teams), and asset management
• Based in San Francisco, CA
• Say hi to him at: WaaheCapital.com
• Best Ever Book: Rich Dad Poor Dad

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Deal Maker Mentoring

A 20 year friendship turned into a business partnership when Nick Earls and Eric DiNicola started building condos. They found an opportunity and converted office buildings into apartments. Nick and Eric are giving us the inside scoop on the top 3 qualities to look for in an office building, pros and cons of construction on existing buildings vs. new builds, and the one thing to look for in your location. 

Nick Earls and Eric DiNicola Real Estate Background:

• Full time real estate developers and investors
• Focused on multifamily as well as condominiums
• Developed over $56 million of real estate with an additional $40 million in upcoming projects, most of which are luxury condominiums
• Based in Boston, MA
• Say hi to him at: https://winterspringcapital.com/

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Deal Maker Mentoring

Neil Bertrand has had experience in all classes of real estate, with assets in 9 states and 33 different markets. Today, Neil is discussing the challenges of developing large-scale, mixed use properties, why he believes the success of any deal relies on the underwriting, and how to get private equity groups to bite on a deal.

Neil Bertrand Real Estate Background:

• Full time real estate investor, acquisitions specialist, and asset manager
• Portfolio consists of 431 existing units, 2,184 units in development along with over 1M sq ft of retail/office under development, and new development projects breaking ground Q1 of 2022
• REIT Group is modeled after institutional investment firms, working with private equity groups, family offices, and high net worth individuals
• Based in Dallas, TX
• Say hi to him at: www.reitgroupventures.com

• Best Ever Book: Trammell Crow, Master Builder

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

In today’s episode of the Actively Passive Investing Show, Travis is joined by Jeremy Roll to discuss the hands off investor lifestyle and what it’s like being a cash flow investor. They talk about why multifamily is one of the top asset classes to invest in over the next 10 years, the benefits of class B multifamily over class A, and the 3 factors of diversification you need in order to reduce your risk. 

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

After buying 8 properties in small town Indiana and failing miserably, Mike Stohler didn’t touch real estate for 10 years. Today, Mike is sharing 3 tactical mistakes he made looking back, his #1 tip for starting something out of your comfort zone, and why he would prefer paying significantly more for a partner than hiring a property manager. 

Mike Stohler Real Estate Background:

• Full time Managing Partner of Gateway Private Equity Group where they have owned or currently own multifamily, single family rentals, and hotels
• Currently does hotel syndications and owns a virtual assistant company that specializes in helping people in real estate
• Portfolio consists of over 1500 multifamily units owned or managed, around 20 single family properties, and 2 branded hotels
• Based in Scottsdale, AZ
• Say hi to him at: www.gatewaype.com

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

After graduating with an engineering degree, Fernando Angelucci only lasted 1 year before he dove into the investing world. But, when his passive investments didn’t feel so passive anymore, he made the switch to a new asset class and drastically decreased his working hours. Today, Fernando is sharing his 3 criteria for buying self storage facilities, and his secret to get them cash flowing fast. 

Fernando Angelucci Real Estate Background: 

• Full time self storage investor and syndicator
• Invested $50M in self storage throughout the last 3 years, all before turning 30 years old
• Based in Chicago, IL
• Say hi to him at: ImpactSelfStorage.com & TitanWealthGroup.com

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

Coming from the tech world, Yomesh Deliwala started his investing career by investing in townhomes. From humble beginnings, he grew his portfolio steadily over time. Today, Yomesh is sharing 5 key items that attracted him to his first syndication, the top 3 reasons he was able to raise rent on day 1, and how he’s able to offer his investors 25-30% returns. 

Yomesh Deliwala Real Estate Background:

• Full time IT Executive aiming to go full time in real estate
• owner, operator and syndicator, passively investing in 3 deals, Co-GP in 2 deals (336 units total), leap operator in 3 deals (419 units), multifamily (value add and ground up development), and 100,000 square foot storage (ground up development)
• Based in Charlotte, NC
• Say hi to him at: www.Exponential-equity.com

• Best Ever Book: Measure What Matters

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

With a start in construction, Joe Evangelisti now runs several self-sustaining self storage businesses. On today’s #SkillsetSunday, Joe is telling us how he created efficient and scalable business models, why he skipped multifamily and went straight to self storage, and why raising rents is much easier with self storage tenants than multifamily tenants.

Joe Evangelisti Real Estate Background:

• CEO of 3 different companies. Legacy Developers (Self Storage Development), Mammoth Conversions (Digital Marketing), and Hero Home Buyers (Wholesale)
• Has been investing in real estate for 15+ years, actively and passively
• Focusing more on self storage development with multiple Class A facilities breaking ground within the next few months
• Based in Haddonfield, NJ
• Say hi to him at: elevatewithjoe.com 

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

When Brian Adams went from $25M assets under management to $250M in 2 years, his biggest challenge was managing that growth. What fell through the cracks was his investor experience, and he ended up with some not-so-happy investors. Today, Brian is sharing his biggest mistake with his investor communication and his business model, what his investor journey looks like now, and what you should be doing today to scale efficiently. 

Brian Adams Real Estate Background:  

• Full-time in commercial real estate
• 11 years of experience 
• Portfolio consist of 2.7M square feet; $400M gross asset value; 14 markets
• Based in Nashville, TN
• Say hi to him at: www.excelsiorgp.com 

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

With a background in music producing, Rich Frierson decided to go into real estate when he saw the profits he was capable of earning. Now, he’s the go-to for many others in the music industry. Rich is discussing how he balances his relationships with lenders and owners alike, how he is able to buy these properties on short sales, and his expectations for what the multifamily market might bring in 2022. 

Richard Frierson Real Estate Background:

• Full time career as a music publisher
• Currently focused on multifamily units in the Bronx and Mt. Vernon areas of New York
• Current properties acquired through short sales and negotiated for 65% of ARV
• Developed a screening process to deliver consistently good tenants
• Based in Washington, DC
• Say hi to him at: https://www.10flipcommandments.com

• Best Ever Book: Oversubscribed

Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

In today’s episode of the Actively Passive Investing Show, Travis discusses why it’s so important to find a CPA that specializes in what you do, implications of investing in the stock market vs. real estate, why he believes depreciation is the key to all tax deductions, and the benefits of being a real estate professional. 

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Travis Watts is joining us today to discuss inflation and how Covid has affected the market. Travis is talking about what might significantly impact real estate markets in the near future, how to mitigate fixed renewal rates for non-residential properties, and 3 ways real estate investors can make money in this climate. 

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Born and raised in Germany, Bastian Kneuse played professional basketball and worked in finance before pursuing multifamily properties. He now works a full time job, and still makes just as much time to work on his real estate career. Today, Bastian is talking about passively investing while also working on his own syndications, 4 steps to syndicating deals, and his innovative idea for adding value to his tenants as well as the community. 

Bastian Kneuse Real Estate Background:

• W2 job in finance for a bank, but spends just as much, if not more, time on real estate
• Currently passively invested in 3 multifamily deals in Houston, Phoenix, and Oklahoma equaling about 350 doors
• Based in San Francisco, CA
• Say hi to him at: https://www.linkedin.com/in/bkneuse/

• Best Ever Book: The Hands-Off Investor

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Although Stony Stonebraker wasn’t able to invest in real estate until after retirement, he went all in and is now a GP. Today, Stony is talking about his experience finding partners and creating a solid team, his due diligence process, and his main hesitation when looking at different asset classes.

Stony Stonebraker Real Estate Background:

• Started his career with NASA in the Apollo space program
• Currently full time commercial real estate investor
• Invested in over 1,000 multifamily units in Florida and Texas
• Based in Miami, FL
• Say hi to him at: PassivoREI.com

• Best Ever Book: Passive Investing Made Simple

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Growing up with a frugal upbringing, Travis Watts knew how to be careful with his money and live within his means. Now, he’s a full time passive investor and helps other busy professionals do the same. Today, Travis is sharing his best advice for investors that may not have the capital for big investments yet, resources for the new investor, and how he deals with skepticism in the industry. 

Travis Watts Real Estate Background:

• Director of Investor Relations for Ashcroft Capital
• Full time LP investor 
• Say hi to him at: https://ashcroftcapital.com/travis/

• Best Ever Book: Green Lights

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Jim Pfeifer spent most of his professional career as an educator before becoming a full time passive investor. Now, he helps educate others on how to do the same. Jim is sharing his 4-step sponsor screening process, today’s hottest asset class, and red flags you may not recognize at first glance. 

Jim Pfeifer Real Estate Background:

• Full time, passive commercial investor 
• Currently invested in over 60 passive investments
• Founder of a Community that educates people about passive syndication investing and offers networking with other like minded people
• Based in Columbus, OH
• Say hi to him at: www.leftfieldinvestors.com

• Best Ever Book: The Hands-Off Investor

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In today’s episode of the Actively Passive Investing Show, Travis discusses the differences between self-directed IRA investing and eQRP plans with Damion Lupo. They’re explaining why you may consider paying for this service instead of a “free” account with a major brokerage firm, and how they’re squashing skepticism on these new plans. 

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When Lennon Lee moved from Venezuela in 2010, he knew he wanted to search for passive investment opportunities to provide for his family. Today, Lennon is diving into the difference between being an LP vs. a GP in a deal, the role of the GP with investor communications, and the importance of capital raising through partnership building. 

Lennon Lee Real Estate Background: 

• Invested his family’s life savings into real estate to build a solid future for his parents and siblings
• Involved as both an LP and GP in the acquisition of over 2000 multifamily units, with an approximate market value of $200M
• Based in Miami, FL
• Say hi to him at: bldcapitalgroup.com

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After finding out about the high demand for industrial, single tenant net lease opportunities, Randy Blankstein decided to take advantage of that at the young age of 26. Now, 30 years later, he’s been continually active in this niche. Today, Randy is sharing his fundamental criteria for properties, common misconceptions of triple net leases, and what specific type of real estate to buy for best returns. 

Randy Blankstein Real Estate Background:

• Senior commercial real estate executive with over 30 years of experience focused on advisory services in the single tenant net lease sector
• Owner of commercial real estate investment brokerage firm
• JV equity partner in 1 retail property, 1 flex property and 12 industrial properties
• Based in Wilmette, IL
• Say hi to him at: https://www.bouldergroup.com/

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Although Hendra Tambunan has been in real estate investing for 15 years, he officially made the switch into multifamily 2 years ago for higher income potential. Today, Hendra is talking about how he became a general partner in his first syndication, what value he brought to the table to earn that title, and why he’s looking to diversify his asset classes even further into commercial properties. Bonus: hear Ash’s top tips for anyone entering the commercial market. 

Hendra Tambunan Real Estate Background:

• Full time Technology CRM Consultant
• Syndicator, LP and owner in multifamily units and Short Term Rentals 
• Has ownership interest over 1000 units of multifamily
• Based in Hayward, CA
• Say hi to him at: www.ideaboxcapital.com

• Best Ever Book: The Go Giver

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After buying his first property 20 years ago and working full time for a real estate investing firm, Dmitriy Fomichenko started Sense Financial to help people gain control of their retirement savings. Today, Dmitriy is telling us about the Solo 401K for small business owners, how his business dramatically shifted when he introduced them, and why he thinks they’re a no-brainer when compared to traditional retirement savings strategies. 

Dmitriy Fomichenko Real Estate Background:

• Founder and president of Sense Financial, a boutique financial firm specializing in self-directed retirement accounts with checkbook control
• Passive investor, owns interest in multiple MF & self-storage syndications, a private lender and is a licensed California Real Estate Broker. 
• Based in Orange County, CA
• Say hi to him at: SenseFinancial.com

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When Ryan Barone started college, he never knew how complicated the process would be to rent an apartment. This led him to creating an app for tenants to simplify the process for their renters. His college passion project eventually became RentRedi. Ryan is sharing why landlords love using this software, how it streamlines each step of the renting process, and added benefits it provides renters as well.

Ryan Barone Real Estate Background:

• Co-Founder, CEO, and CTO of RentRedi – modern, end-to-end landlord software that streamlines self-management of rental properties to make financial freedom attainable for landlords and renting a truly amazing experience for tenants
• Before launching RentRedi, he worked at Goldman Sachs and PricewaterhouseCoopers (PwC)
• Based in New York, NY
• Say hi to him at: https://rentredi.com/

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Former Project Manager, Derek Clifford, used his multifamily incomes to retire from his W2 position just this year. Keeping his life vision in mind, he’s currently working with his wife to acquire deals in Indianapolis. Derek is sharing with us his top 3 goals as a result of his investments, why he chose to focus on small multifamily in the Midwest, and his most creative approach to reaching investors. 

Derek Clifford  Real Estate Background:

• Recent full time real estate investor
• Converted all single families to apartments, and now does syndications and JV's in apartments
• Currently controls around 100 units in JV's, and involved in 2 syndications as an LP (125 units + 42 units), and in another 2 syndications as a GP (44 units + 108 units)
• Currently AirBNB nomading around the country
• Say hi to him at: https://elevateequity.org

• Best Ever Book: Raising Capital for Real Estate & Can’t Hurt Me

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In today’s episode of the Actively Passive Investing Show, Travis discusses the current housing and affordable rent shortage we’re currently experiencing in the US. We dive into the imbalance we’ve been seeing in the market and how the pandemic had an impact on that, the future of renting, and Travis’ best advice for property owners based on these trends. 

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When Blake Selby started his real estate journey as an investor, he tried a little bit of everything before eventually morphing into a private lender. But not before scaling to 80 units within 1.5 years, then turning that into 100 units free and clear. Blake is sharing with us how he scaled without always going through the bank, what he found was the most efficient way to grow his money, and his top 3 steps for qualifying investors. 

Blake Selby Real Estate Background:

• Full time, active investor and private lender
• Currently owns over 100 units free & clear, 2 million cash liquid, 7 figures in notes owned
• Based in Davenport, Iowa
• Say hi to him at: SelbyRentals.com

• Best Ever Book: Shoe Dog

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With a background in medicine, Stephanie Betters struggled to decide between being a Nurse Practitioner or full time investor. So she decided, why not both? Her goal of owning 3 rentals/child turned into a booming real estate career that she never anticipated. Today, she’s sharing her tips for growing a team with an aligned vision, private vs. traditional financing, and her very detailed due diligence for choosing which syndications to be involved in.

Stephanie Betters Real Estate Background:

• Full time real estate investor and part time nurse practitioner
• First flip in 2007, and formed her Investment company in 2015
• Passively involved as an LP and GP in several large multifamily assets
• Flipped hundreds of homes, built near 100 new construction spec homes, and wholesales 200 homes/year
• Based in Charlotte, NC
• Say hi to her at: www.leftmainrei.co

• Best Ever Book: Good to Great

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While investing in real estate, Michael Waters kept running into the same problem many other investors face as well - he was running out of cash quickly. That’s until he realized the huge pool of money sitting in the crypto world. Today, Michael is talking about how he’s bringing that money into the real world with some actual backing, legally funding with cryptocurrency, and how this method is leveling the real estate investing playing field. 

Michael Waters Real Estate Background:

• CTO of Quest Crypto (The world's first Real Estate Backed Cryptocurrency) and also a Full Time Real Estate Investor
• Co-Founder of 4RealEstateLeads and Co-Author of 4Real Estate Success
• Currently working on deals consisting of small hotels, commercial shopping centers, large apartment complexes and medical tourism projects to name a few
• Over 25 years of investing experience, with over 200 transactions
• Based in Salt Lake City, UT
• Say hi to him at: https://questcrypto.com/ 

• Best Ever Book: No BS Guide to Marketing

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On today’s #SkillsetSunday, we’re talking to Brian Adams about reverse engineering your pitch in order to accelerate funding. Brian is discussing the 3 problems he’s focused on solving for investors, blindfold, commingled funds vs. syndications, and what you need to do before even making your pitch. 

Brian Adams Real Estate Background: 

• Full-time in commercial real estate
• 11 years of experience 
• Portfolio consist of 2.7M Sq Ft; $400M gross asset value; 14 markets
• Based in Nashville, TN
• Say hi to him at: www.excelsiorgp.com 

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On today’s #SituationSaturday, we’re talking to Steeve Breton about how to make your transition from a W2 employee, to full-time in real estate, as smooth as possible. Steeve is sharing some action steps he took right out of the gate, what he took into account when he decided his timeline for leaving his W2 job, and how he juggled work, his side-hustle, and most importantly, family, to bring his vision to life. 

Steeve Breton  Real Estate Background:

• Full time real estate investor
• 10 years of real estate investing experience
• Syndicated 1,300 units in 5 states
• Based in Boston, MA
• Say hi to him at: www.velocitycap.com 

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