Bruce Wuollet got his start in real estate by chasing tax lien foreclosures on single-family homes in 2002. That led to wholesaling, and by the time he was introduced to multifamily, he had flipped over 2,000 houses across Phoenix. Today, Bruce buys fix-and-hold multifamily properties in Arizona, New Mexico, and Texas as founder and CEO of Bakerson. In this episode, Bruce discusses how he selects the right investors for buy & hold deals.

Bruce Wuollet | Real Estate Background

• Founder and CEO of Bakerson, which buys fix-and-hold multifamily properties in Arizona, New Mexico, and Texas.
• Portfolio: GP of 1,000 units
• Based in: Carefree, AZ
• Say hi to him at:
• bakerson.com
• LinkedIn
• Best Ever Book: Blind Ambition: How to Go from Victim to Visionary by Chad E. Foster
• Greatest lesson: Inflation is not an increase in prices. Rather, it is the increase of money supply. And with that, appreciation is increased value MINUS inflation.

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Welcome to the first episode of Beyond Multifamily, hosted by non-residential commercial real estate investor and Best Ever Show host, Ash Patel. Ash’s goal for this series is to introduce you to the world of non-residential commercial real estate investing and teach you how to look at and underwrite different commercial asset classes. In today’s episode, he shares the top seven reasons why he invests in non-residential commercial real estate, and why he thinks you should expand your horizons and do the same.

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Ryan Chaw became a pharmacist in 2016, but he soon realized real estate was the best way to create generational wealth. He purchased his first property — a single-family home in Stockton, CA — that he repurposed as student housing and rented out by the room. Today, Ryan has six such properties. In this episode, he shares how he got into student housing and his tips for marketing to tenants and finding deals.

Ryan Chaw | Real Estate Background

• Full-time pharmacist who invests in student housing. His process is purchasing single-family homes, creating extra bedrooms, and then renting out by the bedroom.
• Portfolio: GP of 27 doors across six properties
• Based in: Sacramento, CA
• Say hi to him at:
• Facebook
• Instagram: @caocao8888

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In this episode, Travis shares his thoughts on two very different value-add multifamily deals he was a part of as an LP in the past. He uses these examples to explain why focusing on net operating income (NOI) versus simply evaluating an operator by previous IRRs can make a huge difference.

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Johnny Wolff is the founder of HomeRoom, a real estate investment platform that increases investors’ rent by 50% by enabling them to invest in single-family homes remotely and rent out each room separately. In this episode, Johnny walks us through how investing with the platform works, what the target markets and demographics are like, and how they identify the ideal properties for their investors.

Johnny Wolff | Real Estate Background

• Founder of HomeRoom, which focuses on remote investing via co-living apartments and buildings.
• Portfolio: GP of 22 units
• Based in: Kansas City, MO
• Say hi to him at:
• livehomeroom.com
• Facebook
• LinkedIn

Best Ever Book: The 50th Law by 50 Cent and Robert Greene

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Before becoming managing director of Gruszynski Capital, Gabe Gruszynski was a U.S. Marine, which led to a successful career in the telecom industry. He officially left the industry a few months ago, however, to focus on real estate with his wife. The two got into the business five years ago, and they’ve been focusing on multifamily, RV parks, and mobile home parks for the last two years. In this episode, Gabe dives into the numbers on his latest deals, explains why he likes to contact sellers directly, and shares how he became a commercial loan advisor.

Gabe Gruszynski | Real Estate Background

• Managing director at Gruszynski Capital, which invests in value-add multifamily real estate (apartments, RV parks, and mobile home parks being their primary focus).
• Portfolio: GP of 56 units
• Based in: Trophy Club, TX
• Say hi to him at:
• gruszynskicapital.com
• Facebook
• Instagram: @gruszynskicapital
• Linkedin

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Matt Boettinger has been in the mobile home park space as an owner, operator, and investor for six years. Throughout that time, he worked with different groups and partners before becoming a principal at M2K Partners LLC. In this episode, Matt talks to us about the challenges he’s currently facing in the mobile home parks space and the ways he and his partners are adapting to overcome the increasingly competitive market.

Matt Boettinger | Real Estate Background

• Principal at M2K Partners LLC, which owns, invests in, and operates mobile home parks.
• Portfolio:
• GP of seven parks across four states with just under 800 sites
• LP of one park in AZ with 50 sites
• Based in: Johns Creek, GA
• Say hi to him at:
• mhpteam.com
• Instagram: @mhpmatt
• Linkedin
• Best Ever Book: *Tribe of Millionaires* by David Osborn

Greatest lesson: The right partners are key. Partners aligning on goals is key. I sold two parks with two other partnerships because our goals didn’t align.

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Leka Devatha got into real estate in 2014 after moving to the U.S. from India in 2005. She has flipped single-family homes, office buildings, and multifamily real estate. Today, she is focused on doing her first multifamily syndication, for which she was able to raise $1M in four days. In this episode, Leka shares how she did it and why she invests solely for appreciation vs. cash flow, plus how she made $1M on a single flip.

Leka Devatha | Real Estate Background

• President of Rehabit Homes, Inc., a company focused on residential and commercial redevelopment.
• Portfolio: Flipped over 50 single-family homes and four commercial buildings.
• Based in: Seattle, WA
• Say hi to her at:
• https://www.rehabithomes.com/
• Linkedin
• Instagram

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At 20 years old, Jeffrey Donis is on the fast track to success in the commercial real estate space alongside his two brothers. Through self-education, networking, and exceptional ambition, they broke into the multifamily space in early 2021. Today, the brothers have three deals under their belt and are working on their fourth. In this episode, Jeffrey discusses what drew him and his brothers to commercial real estate, how they were able to scale so quickly, and what they hope to accomplish.

Jeffrey Donis | Real Estate Background

• Head of Investor Relations at Donis Investment Group, which syndicates apartment complexes typically over 100 units. They target value-add, B- and C-class assets in GA, NC, and FL mainly.
• Portfolio: GP of 636 units across three properties
• Based in: Durham, NC
• Say hi to him at:
• donisinvestmentgroup.com
• Linkedin
• @donisbrothers on all social platforms
• Best Ever Book: Think Like A Monk by Jay Shetty

Greatest lesson: The only thing holding you back is you.

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Paul Larson | Real Estate Background

• Owner of Larson Real Estate & Investments LLC, a real estate investment company that focuses on buying value-add cash flowing multifamily assets 75 units and up.
• Portfolio: GP of $35M multifamily that totals over 600 units with almost all being RV parks now.
• Based in: Fort, AL
• Say hi to him at:
• larsonrei.net
• Facebook
• Instagram: @_paul_larson
• LinkedIn

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In this episode, Travis explains how to vet a syndication deal as a passive investor from beginning to end in five minutes or less.

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Tech entrepreneur Kranti Ponnam says commercial real estate is in his blood. Both his father and father-in-law were heavy real estate investors in India, and Kranti is passionate about commercial real estate investing — luckily, it comes naturally to him. In this episode, Kranti covers the natural correlations between tech entrepreneurship and commercial real estate investing, the benefits of in-house property management, and the business skills that have been most important to his real estate career.

Kranti Ponnam | Real Estate Background

• Director of capital at Four Oaks Capital, a multifamily investment firm. He owns and manages five different companies varying from IT services and staffing to background checks.
• Portfolio:
• GP of 829+ units
• LP of 1,500 units
• Based in: San Diego, CA
• Say hi to him at:
• serodacapital.com
• krantiponnam.com
• Instagram: @krantiponnam
• Linkedin
• Twitter: @krantitweet

Best Ever Book:  Traction by Gino Wickman

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Kim Radaker has been in real estate for 15 years, and during that time, she and her team have purchased 25 properties, taking 15 of them full cycle. Every time her organization can’t find a vendor to serve their needs, they build a solution internally. As a result, Exponential Property Group handles materials import, interior construction, renovation, and graphic design in-house. In this episode, Kim discusses her motivation for vertical integration, how she finds multifamily deals today, and how prioritizing everyone her business impacts has been the key to scaling.

Kim Radaker Bays | Real Estate Background

• Founder and principal of Exponential Property Group, a multifamily real estate investment firm that has bought and sold over 9,000 apartment units over the last 10 years.
• Portfolio: GP of 3,219 units
• Based in: Southlake, TX
• Say hi to her at:
• www.exppg.com
• LinkedIn
• Best Ever Book: Leadership and Self-Deception: Getting Out of the Box by The Arbinger Institute

Greatest lesson: It is so important to remember all the people that the real estate business touches including residents, employees, and investors.

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For the last 14 years, Simplified Real Estate Investments Founder and CEO Joe Danza has focused on cash flow. After getting his start as a buy-and-hold investor, he and his team are continuing to see returns from those investments, allowing them to branch out into different asset classes while Joe also works two W-2 jobs. In this episode, Joe discusses getting into real estate in the midst of a market crash and how trust is the key factor when it comes to vetting operators and establishing self-management in a market at a distance.

Joseph Danza | Real Estate Background

• Founder and CEO of Simplified Real Estate Investments LLC, which invests in multiple real estate asset classes including residential, vacation rentals, and multifamily investment properties.
• Portfolio:
• LP of:
• 168 units in Joplin, MO
• 113 units in Columbia, SC
• Based in: Northern Virginia/Washington, D.C.
• Say hi to him at:
• Facebook
• Instagram: @josephdanzaofficial
• https://multifamilyconference.ca/  Promo Code: JOE10

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Self-storage is a family business for John C. Lindsey. His father got started in the business in 1969, and in 2012, John and his brother started Lindsey Self Storage Group. They have participated in virtually every aspect of the business: brokerage, owning a portfolio of stores, owning a management company, and building sites. Today, he says their focus is on self-storage brokerage. In this episode, John talks about being a second-generation self-storage investor, some of the high-level tactics of how to be successful, and shares advice for multifamily operators and investors interested in transitioning to self-storage.

John C. Lindsey | Real Estate Background

• Co-founder and President of Lindsey Self Storage Group, which focuses on self-storage brokerage, development, and management.
• Portfolio: Recently exited a 400k NLSF self-storage portfolio.
• Based in: Durham, NC
• Say hi to him at:
• www.lindseyselfstoragegroup.com
• LinkedIn
• Best Ever Book:

Greatest lesson: Don't step over dollars to chase pennies.

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Self-described “reformed attorney” Ashley Tison is passionate about helping business owners mitigate taxes through programs like Opportunity Zones. That’s why he co-founded OZPros.com — to democratize entrepreneurs’ ability to utilize Opportunity Zones to save on their taxes. In this episode, Ashley breaks down how Opportunity Zone funds work and how OZPros.com serves as both an educational tool and an investment opportunity.

Ashley Tison | Real Estate Background

• Co-founder of OZPros.com. He’s an attorney and entrepreneur focused on helping real estate investors reduce their tax liability.
• Based in: Charlotte, NC
• Say hi to him at:
• Linkedin
• OZPros.com

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Bob Voelker has taken on several different titles throughout his career. He started out as a CPA, then attended law school and became the first attorney in Texas to focus on low-income tax credit projects as a practice area. He then became a real estate developer focused on urban complex, mixed-use, and high-rise residential projects. Now retired, he recently authored his own book, Managing the Complexities of Real Estate Development. In this episode, Bob explains how he got into development, the lessons he’s learned, and how his tax credit knowledge has helped him along the way.

Bob Voelker | Real Estate Background

• Retired after 38 years as a real estate attorney and developer focused on urban complex, mixed-use, and high-rise residential projects.
• Joint ventures with other developers and real estate syndications.
• Author of Managing the Complexities of Real Estate Development, a training manual for young developers, attorneys, and debt and equity associates.
• Based in: Athens, GA
• Say hi to him at:
• Linkedin
• Twitter: @DFWUrbanist

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In this episode, Travis highlights three common industry practices for how general partners often predict future sale prices.

Want more? We think you’ll like this episode: JF2571: How Does the Single-Family Housing Market Impact Multifamily Apartments? | Actively Passive Investing Show 59

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In 2014, Harvard University graduate Ryan Williams chose to step away from his promising career with Blackstone to pursue his passion for leveling the playing field when it comes to real estate investing. He began to build what he calls the next-generation leading real estate investment platform focused on enabling individuals and larger institutions to directly invest in yield-oriented commercial real estate. In this episode, Ryan breaks down the plan he has for Cadre and how the platform will soon allow anyone with $100 to spare to invest in real estate.

Ryan Williams | Real Estate Background

• Founder and CEO of Cadre, a commercial real estate investment platform.
• Portfolio: $3.5 billion of properties across the United States spanning office buildings, multifamily developments, industrial, and hospitality.
• Based in: New York, NY
• Say hi to him at:
• www.cadre.com
• Twitter: @RyanAWms, @CadreRE
• LinkedIn: Ryan Williams, Cadre
• Best Ever Book: The Untethered Soul by Michael Singer

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Scott Haskin accidentally became a commercial real estate investor, landlord, and property manager after purchasing a set of old cannery buildings. It was a heavy lift project from a value-add perspective, and Scott handled much of the work himself. In 2011, he 1031-ed the property into an office building in the central business district of Lincoln, NE. In this episode, Scott and Ash discuss what actions can be taken to increase the office building’s occupancy after a recent decline

Scott Haskin | Real Estate Background

• Founder of Has Properties LLC, where Scott focuses on asset and property management.
• Portfolio: GP of a commercial property (warehouse and office), an office building, fourplex, duplex, and a single-family rental.
• Based in: Gardnerville, NV
• Say hi to him at:
• LinkedIn
• Best Ever Book: 
• Making it in Real Estate: Starting Out as a Developer by John McNellis
• Commercial Real Estate Investing: A Step-by-Step Guide to Finding and Funding Your First Deal by Mike Sowers

Greatest Lesson: Taking the time to properly screen and select tenants.

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Former wildlife management conservation biologist Mason Moreland grew up thinking he’d be the next Steve Irwin. As soon as he graduated college, however, he caught the real estate bug and started investing in single-family homes with his father and brother. Today, Mason is able to combine both his passions as GP of $15.75M n vineyards held by Texas Vine Country, where he is a managing partner. In this episode, Mason explains the ins and outs of Texas vineyard development, operation, and investment.

Mason Moreland | Real Estate Background

• Managing partner at Texas Vine Country (TVC), which raises capital for, develops from the ground up, and operates large mechanized wine-grape vineyards in Texas.
• Portfolio: GP of $15.75M in vineyards held by TVC solely (~350 acres)
• $13.5M of additional syndicated vineyard in development currently
• Based in: Midland, TX
• Say hi to him at:
• texasvinecountry.com
• LinkedIn

Best Ever Book: How to Win Friends & Influence People by Dale Carnegie

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Adam Benton owns Stellar Senior Living, a family business in which he has partnered with his father and brother-in-law for the last 10 years. Today, Adam is GP of 4,000 units including independent, assisted living, memory care, and skilled nursing. In this episode, he laid out the five most important concepts investors need to understand before adding this alternative investment class to their portfolios.

Adam Benton | Real Estate Background

• Owner of Stellar Senior Living, which develops, acquires, and operates senior housing properties in nine states.
• Portfolio:
• GP of 4,000 units including independent, assisted living, memory care, and skilled nursing
• LP of hotels and apartments
• Based in: Salt Lake City, Utah
• Say hi to him at:
• stellarliving.com
• LinkedIn

Greatest lesson: During due diligence, sometimes the smallest question highlights the biggest issues.

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Jeff Dulmage has been a passionate investor for most of his life. He’s been in the game since before online resources were a thing, conducting his research the old-fashioned way — by reading lots of books. Today, he is a full-time commercial broker at Hartsock Realty based in Lima, OH. In this episode, Jeff shares how he balances being both a broker and investor, the numbers on his recent 26-unit apartment deal, and why it’s a great time to be an investor in Lima.

Jeff Dulmage | Real Estate Background

• Full-time commercial agent/broker/team leader at Hartsock Realty, which helps investors find, evaluate, purchase, and manage their properties. He’s also a syndicator and focuses on small to mid-size multifamily (150 units), along with single-family.
• Portfolio:
• GP of 26 units
• LP of 69+ units
• Based in: Lima, OH
• Say hi to him at:
• www.hartsockrealty.com
• LinkedIn
• Social media: #jdthedealmaker
• Best Ever Book: *The Great Reset* by Glenn Beck

Greatest lesson: The importance of growing a successful team and having a strong culture in your organization.

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After excelling in direct sales for 12 years, Eric Chadderdon recently made the shift to multifamily real estate. One year into the business, Eric is co-founder and managing partner of Gibby’s Capital Investments with 368 doors. He says he’s learned many things in his first 14 months and has made many mistakes, but what he’s learned has helped propel him to where he is now.

Eric Chadderdon | Real Estate Background

• Co-founder and managing partner of Gibby’s Capital Investments, a multifamily investment firm that focuses on large-scale value-add properties (100–350 units).
• Portfolio: GP of 368 units
• He went from 0 to 368 doors as GP within his first year.
• Based in: Houston, TX
• Say hi to him at:
• gibbyscapital.com
• Facebook
• LinkedIn

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In this episode, Travis Watts explains one fundamental key point about multifamily investing that is often overlooked. Like a business, multifamily apartments are primarily valued at the net operating income (NOI) that they produce. The metrics used to determine the value of a multifamily property are its income generation and what kind of multiple a buyer is willing to pay if they want to purchase that income stream.

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Liz Faircloth | Real Estate Background

• Co-founder of DeRosa Group, a large value-add multifamily syndication.
• Portfolio: $130M in AUM
• Co-founder of The Real Estate InvestHER, a community that empowers women in real estate to live a financially free and balanced life on their own terms.
• Based in: Philadelphia, PA
• Say hi to her at:
• www.therealestateinvesther.com
• derosagroup.com
• Facebook
• Instagram: @therealestateinvesther

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Industrial real estate broker and investor Chad Griffiths stumbled onto the asset class he now knows and loves by complete accident. When he joined a company as a broker in 2005, his mentors were heavily involved in industrial real estate, so he naturally ended up learning all about it. Today, he is a partner at NAI Commercial Real Estate and invests in properties as well. In this episode, Chad discusses the state of the industrial space across various markets and explains why now is the ideal time to get in on it.

Chad Griffiths | Real Estate Background

• Partner at NAI Commercial Real Estate. He’s an industrial real estate broker and investor, focusing on cash flowing industrial properties with the goal of incrementally raising rents and values by extension.
• Portfolio:
• GP of five industrial properties ranging from $400,000 to $4,500,000
• Owns several industrial REITs in the U.S.
• LP of one multi-tenant office/retail property
• Based in: Edmonton, Alberta, CA
• Say hi to him at:
• industrialize.com
• LinkedIn
• YouTube

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Sam Wilson has always been an entrepreneur. After selling the flooring business he owned, he wasn’t sure where to focus his energy next. That’s when he discovered real estate. Today he’s focused on commercial real estate projects — mainly RV parks and boat/RV storage. He’s an enthusiastic investor with a never-ending stream of creative ideas about how to make the RV park and storage space better for himself, his investors, and his tenants.

Sam Wilson | Real Estate Background

• Founder of Bricken Investment Group, which syndicates commercial real estate assets in RV parks and the RV and boat storage industry across the United States.
• Portfolio: GP in multifamily, RV, boat storage, and self-storage.
• Based in: Memphis, TN
• Say hi to him at:
• www.brickeninvestmentgroup.com
• Facebook
• Instagram: @howtoscalecre
• LinkedIn

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Before he became a multifamily syndicator, Brendan Chisholm worked for multiple Fortune 500 companies. His previous roles in program management, lender management, operations, and contract negotiation all helped him cultivate the skills needed to excel in asset management. In this episode, Brendan discusses his firm’s latest value-add deals, what the asset management process has been like, and his advice for syndicators who struggle with organization.

Brendan Chisholm | Real Estate Background

• Founder of BKC Holding, LLC, a multifamily investment firm.
• Portfolio:
• GP of 53 units in Newnan, GA
• LP of:
• 272 units in Houston, TX
• 64 units in Columbia, SC
• Based in: Stamford, CT
• Say hi to him at:
• bkcholding.com
• brendanchisholm.com
• Email: brendan@bkcholding.com
• Instagram: @bkc_holding
• Linkedin
• Best Ever Book: Zeckendorf by William Zeckendorf

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L.A.-based musical composer Bryan Miller knew he needed a retirement plan, so naturally, he started buying and investing in real estate as both a GP and LP. He was so successful that he now co-owns Capital Stack Investments while still working as a composer for TV and film. After sharing how he got into development and how he develops build-to-rent deals in LA, Bryan took some time to explain in detail what he looks for in potential GPs.

Bryan Miller | Real Estate Background

• Co-owner of Capital Stack Investments, which curates development projects in the Los Angeles area.
• Portfolio:
• GP of:
• 37-unit small lot subdivision in Los Angeles
• 9-unit in Long Beach, CA
• 40 units of single-family and multifamily
• LP of 15+ deals, including mobile home, retail, multifamily, self-storage, and seven development deals
• Also the owner of Sensory Overload Music, a TV, commercial, and film composition company where he has worked with Disney, NBC, ABC, Lionsgate, Touchstone, Paramount, and more.
• Based in: Rancho Mission Viejo, CA
• Say hi to him at:
• capitalstackinvestments.com
• sensory-overload.com
• Instagram: @capitalstackinvestments
• Instagram: @sensoryoverloadmusic
• LinkedIn: Capital Stack Investments
• LinkedIn: Sensory Overload Music

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Young and hungry, Jeremiah Boucher got his start in commercial real estate by sourcing mobile home park deals during the Great Recession. Since then, he’s created his own management company and branched out into the self-storage space. In this episode, Jeremiah tells us how he found his edge as a young investor, what drew him to self-storage, and what advice he has for investors in both asset classes today.

Jeremiah Boucher | Real Estate Background

• Founder and CEO of Patriot Holdings, an investment firm that focuses on self-storage, mobile home parks, and flex industrial space. Patriot Holdings also owns All-Purpose Storage, which currently operates 30+ self-storage facilities throughout New England.
• Portfolio: $150M in AUM
• Based in: Las Vegas, NV
• Say hi to him at:
  • https://www.patriotholdings.com/
  • https://www.storeallpurpose.com/
  • Facebook
  • LinkedIn
  • Twitter: @patriot1031
• Best Ever Book: Open by Andre Agassi

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Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss

Full-time registered nurse Cody Laughlin serves as managing partner and director of acquisitions for his Houston-based multifamily firm, Blue Oak Capital. Since joining forces with his two partners in 2019, Cody has learned a thing or two about navigating the hyper-competitive multifamily market. In this episode, he explains what actions have helped his team to acquire 750+ units across four properties.

Cody Laughlin | Real Estate Background

• Managing partner at Blue Oak Capital, a multifamily acquisition firm focused on existing Core/Core+ multifamily assets across Central Texas.
• Portfolio: GP of $105M across 787 units
• Works full-time as a registered nurse.
• Based in: Houston, TX
• Say hi to him at:
• www.blueoakinvests.com
• Facebook
• Instagram: @blueoakcapital
• LinkedIn

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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

• Co-founder of Climb Capital, an investment firm with CRE operators that specialize in RV parks.
• Portfolio:
• GP of 809 units, $45M in AUM
• Based in: Pensacola, FL
• Say hi to him at:
• www.climbcapital.com
• Facebook
• LinkedIn
• Best Ever Book: Pitch Anything by Oren Klaff

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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:
• currentcapitalgroup.com
• Instagram: @lifeaccordingtotodd

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Jeffrey Holst | Real Estate Background

• Founder of Old Fashioned Real Estate, a value-add investment company that structures deals as syndications as well as JV deals.
• Portfolio:
• 300-unit JV deal
• GP of an office building, a strip mall, and a 100,000-sq. ft. industrial building
• LP of two hotels
• Based in: Chattanooga, TN
• Say hi to him at:
• www.jeffreyholst.com
• Instagram: @jeffreyholst
• Twitter: @jeffreyholst
• Best Ever Book: The Creature from Jekyll Island by G. Edward Griffin

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• 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:
• cherrystreetinvestments.com 
• LinkedIn: @cherrystinvestments, @kbaratakke
• Instagram: @cherrystinvestments, @kbaratakke
• Facebook: @cherrystinvestments, @kbaratakke
• Best Ever Book: The Alchemist by Paulo Coelho

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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:
• www.vfrcapitalinvestments.com
• Facebook
• LinkedIn
• 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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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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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:
• www.kripartners.com
• LinkedIn: KRI PARTNERS, Ken Gee
• Twitter: @kripartners
• YouTube: KRI PARTNERS

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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:
• www.regencyinvestmentgroup.com
• Facebook
• LinkedIn
• Best Ever Book: The Go-Giver by Bob Burg

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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

• Previous episode: JF1471: From Credit Card Investment To A $90 Million Real Estate Portfolio with Tim Bratz
• CEO and founder of Legacy Wealth Holdings, a multifamily and commercial real estate investment company.
• Portfolio: GP of 4,000+ doors (approx. $400M)
• Based in: Charleston, SC
• Say hi to him at:
• Legacywealthholdings.com
• Instagram: @timbratz
• Facebook
• LinkedIn
• YouTube

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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

• Managing partner at Disrupt Equity, a multifamily real estate syndication firm dedicated to providing investors with strong passive income opportunities.
• Portfolio:
• Over $200+ million in AUM with 2,000 units across Texas and Georgia
• LP of 2,500 units
• Based in: Houston, TX
• Say hi to him at:
• www.disruptequity.com
• Facebook: Ben, Disrupt Equity
• Instagram: ben.suttles2, disrupt_equity
• Best Ever Book: Traction: Get a Grip on Your Business by Gino Wickman

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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

• Founder of FortuneCribs, which helps clients buy short-term rentals that they design and manage.
• Managing partner at Pac 3 Capital, a syndication company that buys multifamily and short-term rentals.
• Portfolio: GP of 295 units
• Based in: San Diego, CA
• Say hi to him at:
• www.fortunecribs.com
• www.pac3capital.com
• Instagram: @rich_somers
• Best Ever Book: The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber

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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

• Managing Partner for LBX Investments, which is a diversified commercial real estate investment firm. LBX Investments has a robust platform that oversees leasing, property management, asset management, construction, marketing, finance, and accounting efforts.
• Portfolio: $284.5M in AUM (syndicate equity investments — primarily into shopping centers)
• Based in: Los Angeles, CA
• Say hi to him at:
• www.lbxinvestments.com
• LinkedIn
• Twitter: @LBXInvestments
• Best Ever Book: Shoe Dog: A Memoir by the Creator of Nike by Phil Knight

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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:
• tiltonteam@gmail.com
• Facebook
• LinkedIn

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

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

• Multifamily syndicator, data scientist, and founder of Subtle Asset Management, which consults data science for other commercial real estate firms to help them organize data and apply machine learning algorithms.
• Portfolio:
• GP of 164 units (72 in Chicago, 92 in Jacksonville)
• LP of 3,000+ units and two industrial properties
• Based in: Austin, TX
• Say hi to him at:
• subtleassets.com
• Instagram: @subtlerealestate
• Facebook
• Best Ever Book: The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success by Dan Sullivan

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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

• Co-founder of Sage Investing Group, which provides multifamily real estate investment opportunities to investors who are auditors, accountants, or finance by trade.
• Portfolio: 
• GP of ~2,800 units ($227M in AUM)
• LP of ~1,700 units
• Based in: Bergen County, NJ
• Say hi to her at:
• www.sageinvestinggroup.com
• Instagram: @sage_investing_group
• Facebook
• YouTube
• Best Ever Book: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear

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Zach Morrow | Real Estate Background

• VP of Investor Relations at Boron Capital, which sets up investment structures to help accredited investors invest confidently in alternative assets.
• Portfolio: GP of self-storage, mobile home communities, corporate housing, wedding/event venues, blockchain, and crypto assets
• Based in: Lubbock TX
• Say hi to him at:
• boroncap.com
• Instagram: @zjmorrow
• Facebook
• Text “info” to 877-771-0615
• Best Ever Book: Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio

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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

• Analyst/underwriter and asset manager at Yarusi Holdings, a multifamily investment firm.
• Portfolio: 36-unit syndication as GP
• Currently working on a multifamily Airbnb conversion and raising capital for a 76-unit.
• Based in: Nashville, TN
• Say hi to her at:
  • authenticacquisition.com
  • alessandra@yarusiholdings.com
• Best Ever Book: Psycho-Cybernetics: Updated and Expanded by Maxwell Maltz

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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

• Principal at Queen City Communities, a real estate investment firm focused on value-add acquisitions.
• Portfolio: GP of 25 doors (four flips and several buy-and-hold properties ranging from 1-10 units).
• 24-year-old investor who is building additional capital through single family flips to fund multifamily projects.
• Based in: Cincinnati, OH
• Say hi to her at:
• Instagram: @lattes.and.leases
• LinkedIn
• Best Ever Book: The Comfort Crisis: Embrace Discomfort To Reclaim Your Wild, Happy, Healthy Self by Michael Easter

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Greg Scully | Real Estate Background

• Co-founder of Real Wealth Solutions, which focuses on apartment syndication.
• Portfolio: GP of 171 units and a total of 226 pads across three RV resorts.
• Based in: Johnson City, TN
• Say hi to him at:
• www.realwealth.solutions
• LinkedIn
• Best Ever Book: You're About to Make a Terrible Mistake!: How Biases Distort Decision-Making and What You Can Do to Fight Them by Olivier Sibony

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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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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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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:
• www.dedricandkrystal.com
• 50/50 Flip
• Facebook: Dedric, Krystal
• Instagram: @dedricpolite, @bepoliteproperties
• LinkedIn: Dedric, Krystal
• Twitter
• YouTube
• Best Ever Book: Never Split the Difference by Chris Voss

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Sam Sells | Real Estate Background

• Founder of Wild Mountain Capital, a real estate syndication firm.
• Portfolio: GP of 1,230 units for $66M in AUM. The firm is currently in the process of selling a portion of their assets and are projected to provide an average 30%+ annualized return to their investors.
• Syndicated 21 multifamily, self-storage, and mobile home community deals in the last three years, with a current focus on multifamily in Texas and Oklahoma.
• Based in: San Antonio, TX
• Say hi to him at:
• www.wildmountaincapital.com
• LinkedIn
• Best Ever Book: The Mission, the Men, and Me: Lessons from a Former Delta Force Commander by Pete Blaber

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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 

• Founder of Beau Beery Multifamily Advisors.
• Multifamily broker specializing in conventional and student housing over 10 units in the northern half of Florida.
• Author of Multifamily Investors Who Dominate
• Based in: Gainesville, FL
• Say hi to him at:
• www.beaubeery.com
• Facebook
• Instagram
• LinkedIn
• TikTok
• Twitter
• YouTube
• Best Ever Book: Deep Work: Rules for Focused Success in a Distracted World by Cal Newport

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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

• Co-founder of Invest Capital, a multifamily acquisition business.
• Portfolio: GP of 238 units
• Based in: Fairfax, VA
• Say hi to him at:
• www.investapts.com
• Instagram: @ace.invest
• TikTok: @ace.invest
• Facebook
• LinkedIn
• Best Ever Book: The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies by Chet Holmes

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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

• Owner of FasterFreedom, FasterHouse, and Midwest Property Group. They focus on multifamily, single-family, and self-storage.
• Portfolio: GP of 109 units and three covered storage facilities totaling 50,000 sq. ft.
• Based in: St. Louis, MO
• Say hi to him at:
• www.fasterfreedom.com
• Instagram
• TikTok
• YouTube
• Best Ever Book: Think and Grow Rich by Napoleon Hill

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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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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

• Founder and Managing Member of WealthWay Equity Group, a privately held real estate investment company that primarily focuses on syndication.
• Portfolio: GP of over 30 properties in New York and Texas with approximately 1,800 units.
• Author of Harvard Can’t Teach What You Learn from the Streets
• Based in: NYC, NY
• Say hi to him at: 
• samliebman.com 
• Facebook 
• Instagram 
• Twitter 
• LinkedIn 
• YouTube: Sam Liebman "Street Success"
• Best Ever Book: The E-Myth by Michael E. Gerber

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

Sian Senior | Real Estate Background

• Principal and asset manager at Arrowhead Capital, a real estate firm that acquires multifamily assets in the Mid-Atlantic and Southeast.
• Portfolio:
• 134 units as LP
• Self-manages 20+ single-family and small multifamily units
• 16-unit asset acquired through a JV partnership
• Started investing in real estate while she was a high-school math teacher.
• Based in: Upper Marlboro, MD
• Say hi to her at:
• www.arrowheadcap.com
• LinkedIn
• Instagram
• Twitter
• sia@arrowheadcap.com
• Best Ever Book: The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results and The Millionaire Real Estate Investor by Gary Keller

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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:
• www.investwithredline.com
• Crushing Cashflow Podcast
• LinkedIn
• andrew@investwithredline.com
• Best Ever Book: Principles: Life and Work by Ray Dalio

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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

• Previous Episodes: JF809: Creating a $10 Million Fund, Building a Hotel, and Focusing on Multifamily | JF1594: Expanding & Growing Your Strategy When Deal Flow Slows #SkillSetSunday with Paul Moore
• Founder and managing director at Wellings Capital, a real estate investment firm.
• Portfolio: Invested $71.3 million with 11 operators and have a total of 229 assets across all combined funds.
• Author of Storing Up Profits: Capitalize on America’s Obsession with Stuff by Investing in Self-Storage
• Based in: Roanoke, VA
• Say hi to him at:
• wellingscapital.com
• Twitter: @PaulMooreInvest

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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

• Founder of Indvestia Capital, a real estate syndication company with a focus on the retail sector.
• Portfolio:
• $22M in AUM
• GP of five buildings
• LP of one industrial property
• Based in: Downers Grove, IL
• Say hi to him at: indvestia.com | LinkedIn
• Best Ever Book: Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals by Hunter Thompson

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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

• Manager of Done with Land, which does direct mail buying and selling of land.
• Portfolio:
• 30 acres of oyster fields
• Has bought and sold over 50 properties
• Full-time land investor for the past two years
• Based in: Tacoma, WA
• Say hi to him at: 
• investmentscrafted.com 
• info@investmentscrafted.com
• LinkedIn
• Best Ever Book: $100M Offers: How To Make Offers So Good People Feel Stupid Saying No by Alex Hormozi

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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 

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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Vish Muni | Real Estate Background

• Founder of PGL Properties, a multifamily firm that syndicates Class B and C properties.
• Portfolio: GP of 432 units. LP of 695 units.
• Based in: Belton, TX
• Say hi to him at:
• www.pglpropertiesllc.com
• Instagram: munivish
• Linkedin: linkedin.com/in/vishmuni
• Best Ever Book: Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes by Tom Wheelwright

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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 

• Previous episode: JF2370: The Challenges Of Starting And Scaling A Syndication With Chris Larsen #SituationSaturday
• Founder and Managing Partner of Next-Level Income,
• Portfolio: GP of 3,000 doors. LP of 15 properties.
• Based in: Asheville, NC
• Say hi to him at: www.nextlevelincome.com

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

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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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

• Broker at Ramey King Insurance, which is a full service, private insurance agency. They have specialized in multifamily insurance for over 35 years nationwide.
• 4 years of RE experience.
• Based in: Denton, TX
• Say hi to him at:
• Rameyking.com
• jtlynch@rameyking.com
• LinkedIn
• Best Ever Book: The Richest Man in Babylon by George S. Clason

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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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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 

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 

 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

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

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

• Previous Episode: JF1784: Doing First Multifamily Syndication Only Eight Months In with Kyle Mitchell
• Founder of Limitless Estates and Managing Partner of Vertical Street Ventures, a real estate company focused on multifamily investing. Also the best-selling author of Best in Class.
• Portfolio: GP of $107M in AUM. 
• Based in: Scottsdale, AZ
• Say hi to him at: LinkedIn | https://limitless-estates.com
• Best Ever Book: Who Not Now by Dan Sullivan

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

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:
• www.canovocapital.com
• Linkedin
•  Facebook
•  Instagram

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

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 

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

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:
• The 12 Week Year by Brian P. Moran
• Who Not How by Dan Sullivan

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

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

• Co-founder of Noblivest, which helps investors build their wealth for noble causes, such as spending more time with family, volunteering in their community, and more. They are mainly focused on multifamily syndication. Down the line, they hope to expand into other asset classes such as self-storage and mobile home parks.
• Portfolio: GP of 111 units and LP of 1,000 units.
• Based in: Fairfield County, CT
• Say hi to her at:
• https://noblivest.com/
• Facebook: https://www.facebook.com/noblivest
• Instagram: @Noblivest
• LinkedIn: https://www.linkedin.com/in/margaret-kozlark-69104312/
• margaret@noblivest.com
• Best Ever Book: The Power of Moments by Chip Heath

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

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

• Founder and CEO of Bates Capital Group, which syndicates commercial assets.
• Portfolio: ~$190M in AUM.
• Based in Dallas, Texas
• Say hi to him at: Batescapitalgroup.com | sam@batescapitalgroup.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

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

• Founder of Sylvis Capital which buys large multifamily complexes in emerging markets throughout the U.S. with their investors.  They focus on Class B properties with a value-add component.
• Portfolio: GP of a total of 434 units: 
• 276 units in Evansville, IN
• 20 units in Huntsville, AL, 
• 58 units Clarksville, TN, 
• 80 units in Augusta, GA.
• Took her close to 10 years to enter the CRE multifamily space due to her cystic fibrosis. Has now been on the GP side of CRE for seven months.
• Based in: Los Angeles, CA
• Say hi to her at: www.thequattroway.com/amysylvis | www.sylviscapital.com | LinkedIn: https://www.linkedin.com/in/amysylvis/
• Best Ever Book: The Creature from Jekyll Island: A Second Look at the Federal Reserve by G. Edward Griffin.

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

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

• Principal with McNellis Partners, a commercial development firm he co-founded in the mid-1980s in northern California.
• Previous Episode: JF2470: How to Develop Shopping Centers with John McNellis
• Portfolio: 80+ projects.
• Author of Making it in Real Estate: Starting Out as a Developer.
• Based in: Palo Alto, CA
• Say hi to him at: https://mcnellis.com/

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

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:

• JF1226: Why Investor Relations Are Paramount & How To Keep Investors Happy with Ryan Gibson
• JF1882: How To Grow Your Investor Base & Keep Them Happy with Ryan Gibson

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

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 

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

• Co-founder of REEP (Real Estate Equity Partners) which focuses on acquiring under-performing, income-producing, multifamily investment opportunities in Texas.
• Portfolio: GP of 2,374 units worth over $274M.
• REEP is currently celebrating their 10th anniversary.
• Based in: San Antonio, TX
• Say hi to them at: REEP Equity  https://reepequity.com/ | REEP Management: https://reepmanagement.com/
• Best Ever Book: Good to Great: Why Some Companies Make the Leap and Others Don't by Jim Collins

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

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

• CEO of Waypoints Equity, a real estate investment firm specializing in multifamily properties with a focus on Class B and C properties.
• Portfolio: GP of 350+ units primarily in the Midwest.
• Based in: Louisville, Colorado
• Say hi to them at: WaypointsEquity.com | josi@waypointsequity.com | LinkedIn: Josie Heron, Waypoints Equity | Facebook | Instagram | YouTube
• Best Ever Book: The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke

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

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

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

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/

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

Dr. Chander Mishra | Real Estate Background

• Founder and CEO of Blue Ocean Capital which invests in value-add multifamily assets in primary markets, currently concentrating in DFW.
• Portfolio: GP of over 1,800 units. LP of over 3,000 units.
• Works full-time as a physician and anesthesiologist specializing in cardiac and transplant anesthesia.
• Based in: Colleyville, TX
• Say hi to him at: http://www.bluoceancap.com/
• Best Ever Book: The Happiness Advantage: How a Positive Brain Fuels Success in Work and Life by Shawn Achor

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

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 

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 

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

• Co-founder of Deaton Equity Partners which acquires and operates multifamily properties as a complement to their land business, combining real estate professional status, passive income, and tax benefits.
• Portfolio: 800 units as GP. 381 units as LP. 168 units as Key Partner.
• Based in: Woodland Park, Colorado
• Say hi to him at: www.deatonequitypartners.com | FB: Deaton Equity Partners | LinkedIn: https://www.linkedin.com/company/deaton-equity-partners
• Best Ever Book: Mindset: The New Psychology of Success by Carol S. Dweck

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

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

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

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

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

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

• Managing Partner with PassiveInvesting.com, a national passive equity real estate investment firm based in the Carolinas. 
• Portfolio: GP of 3,780+ units valued over $820M.
• Based in: Columbia, SC  
• Say hi to him at https://www.passiveinvesting.com/
• His previous episodes: JF1609: Successful Entrepreneur Invests In Real Estate For Tax Advantages with Dan Handford | JF2027 : Strong Team of Three With Dan Handford #SituationSaturday

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

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

• Principal/Owner of Titan Capital Group which purchases and repositions commercial real estate.
• Portfolio: 303 units as GP. 328 units as LP.
• Based in: Nashville TN
• Say hi to him at: https://titancapitalgroupllc.com/ | https://7fm.7figuremultifamily.com/chad1

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

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