Best Real Estate Investing Advice Ever

U.S. Navy Veteran Melanie McDaniel had been working as a park ranger for nine years when she decided to leave her federal career behind and become a full-time real estate entrepreneur. Today, she is the founder, partner, and fund manager at Freestyle Capital Group and Freestyle Fund. In this episode, Melanie shares how she became a co-GP and capital partner, her thoughts on investing in real estate during a high inflation period, and why conducting due diligence on deal fees is more important than ever right now.

Melanie McDaniel | Real Estate Background

  • Founder and partner/fund manager at Freestyle Capital Group and Freestyle Fund. Freestyle Capital Group is a boutique private equity firm that focuses on a variety of asset classes, and Freestyle Fund is a customizable Fund.
  • Portfolio:
    • GP of:
      • 206 units across AZ, TX, and VA
      • Owns 24 units in Norfolk, VA
      • Triple net in Longview, TX
      • Three luxury residential assisted living houses
    • LP of:
      • 276 units in Huntsville, AL
  • Based in: Austin, TX
  • Say hi to her at:
  • Greatest lesson: Everyone who has made money from real estate has been a genius in the last 10 years. The coming times are going to separate the true professionals from the operators who have gotten lucky with the market cycle. Do your due diligence. I have looked at enough underwriting in the last two years to know that a large majority are underwriting aggressively based on the market cycle we just went through. It is time to play defense and look for lower-risk opportunities with strong teams with a track record.

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Direct download: JF_2838_Melanie_McDaniel_1.mp3
Category:Fully Active/Syndicators -- posted at: 3:00am EDT

In this episode, Travis discusses the future of multifamily within a 10-year time frame. His projections are based on his investor relations experience and conversations he has had with investors regarding uncertainty in the current market. By zooming out to look at things from a macro level, he hopes to help others avoid analysis by paralysis when it comes to their own investments.

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Direct download: JF_2837_Actively_Passive_Investing_Show_97.mp3
Category:Passive Investing -- posted at: 3:00am EDT

U.S. Air Force Veteran Rich Neuharth rented and rehabbed 80 single-family homes before making the switch to multifamily syndications two years ago. Today, he co-owns and handles acquisitions for Aviana Capital Group, a private real estate investment firm focused on multifamily. In this episode, Rich tells us what drew him to apartment syndications, how he’s seen Covid impact landlord/tenant relationships, and how the current economic and political climate has affected his approach to debt.

Rich Neuharth | Real Estate Background

  • Co-owner/acquisitions at Aviana Capital Group, a private real estate investment firm that focuses on multifamily.
  • Portfolio: GP of 600+ units
  • Works full-time as an air traffic control specialist
  • Based in: Denton, TX
  • Say hi to him at:
  • Best Ever Book: The Virgin Way by Richard Branson
  • Greatest lesson: Stay humble or be humbled.

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Direct download: JF_2836_Rich_Neuharth.mp3
Category:Current Events -- posted at: 3:00am EDT

Tosin Oduwole was raised in an entrepreneurial family where he was exposed to the real estate business at a young age. After attending boarding schools in Europe and Africa that nurtured his entrepreneurial spirit throughout his teens, Tosin arrived back in the states ready to get to work. Today, he is CEO and founder of Building AQuisition Partners, a regulation D 506(c) fund that invests in turnkey and distressed assets in developing markets. In this episode, Tosin discusses how he raised capital for his first fund without a track record, the creative ways he finds deals, and how to build a strong credit profile.

Tosin Oduwole | Real Estate Background

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Direct download: JF_2835_Tosin_Oduwole_.mp3
Category:Goals/Success Habits -- posted at: 7:00am EDT

In this episode, Ash, Slocomb, and Travis talk about the two sides of the coin: personal finance and investing. They discuss the importance of each practice and share tips and stories based on their own personal experiences.

Each week for the Best Ever Round Table, the three Best Ever Show hosts — Ash Patel, Slocomb Reed, and Travis Watts — come together for a deep dive into a commercial real estate investing topic.

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Direct download: JF_2834_Round_Table_5_.mp3
Category:general -- posted at: 3:00am EDT

Retired nurse and anesthetist Bobby Jones is an apartment syndication investor on a mission to spread the word about real estate investing to other healthcare professionals. Today, he is the founder of On Call Capital, which matches these professionals up with reputable operators in the real estate and alternative investing space. In this episode, Bobby shares how he discovered apartment syndications, what influenced him to move beyond passively investing to become a GP, and how he uses commonality to build his network.

Bobby Jones | Real Estate Background

  • Owner of Yellow Hammer Properties Inc, which helps others achieve financial freedom through real estate investments. He focuses on residential flips and multifamily investments.
  • Portfolio:
    • GP of 234 units in Texas
    • LP of 68 units in Alabama.
  • 20 years of real estate experience
  • Based in: Birmingham, AL
  • Say hi to him at:
  • Greatest lesson: If you want to go where everyone else is going, then do what they do. If you want to stand out and do something different, then you need to try new things.

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Direct download: JF_2833_Bobby_Jones_.mp3
Category:general -- posted at: 3:00am EDT

In this episode, Ash discusses four common limiting beliefs that keep investors from accomplishing their goals and provides solutions to overcome them based on his personal experiences.

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

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Direct download: JF_2832_Beyond_Multifamily_5_.mp3
Category:Goals/Success Habits -- posted at: 3:00am EDT

When former high school teacher Todd Dexheimer decided he wanted to get into real estate 14 years ago, he scraped up every last dollar he and his wife had to buy their first single-family rental property. Today, as a GP of 4,000 units, Todd is focused on purchasing well-located commercial multifamily and senior housing assets. In this episode, he shares how he transitioned from flipping houses to buying commercial multifamily properties, how the current market is influencing his underwriting and perspective on debt, and why understanding the current state of the market is key to survival.

Todd Dexheimer | Real Estate Background

  • CEO and owner of Endurus Capital (multifamily) and VitaCare Living (assisted living). They purchase and syndicate 100+ unit value-add multifamily and senior housing, focusing on properties with economical deficiencies in grade B+ to A locations.
  • Portfolio:
    • GP of 4,000 units, totaling $400M in AUM
    • LP of $1.5M
  • Based in: St Paul, MN
  • Say hi to him at:
  • Best Ever Book: Building a StoryBrand by Donald Miller
  • Greatest lesson: Use highly qualified professionals in areas that aren't your focus. For example, use attorneys instead of trying to do it yourself.

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Direct download: JF_2831_Todd_Dexheimer_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

In this episode, Travis shares two ways to help boost your income.

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Direct download: JF_2830_Actively_Passive_Show_96.mp3
Category:Passive Investing -- posted at: 3:00am EDT

Max Sharkansky brokered for five years at Marcus & Millichap before he began buying real estate with his childhood best friend. Today, he specializes in value-add multifamily and serves as GP of 6,000 units across California, Oregon, Colorado, and the Southeast. In this episode, Max shares his formula for getting access to deals before they reach the institutional process, how current events are changing the way he underwrites and structures debt, and why he chooses not to veer away from the multifamily asset class.

Max Sharkansky | Real Estate Background

  • Partner at Trion Properties, which invests in multifamily real estate, and specifically specializes in value-add projects.
  • Portfolio: GP of 6,000 units
  • Based in: Miami, FL
  • Say hi to him at:
  • Best Ever Book: Atomic Habits by James Clear
  • Greatest lesson: Take risks and hire good people.

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Direct download: JF_2829_Max_Sharkansky.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

Suzy Sevier’s real estate journey began only two years ago at the onset of COVID-19. During the lockdown, she and her husband Michael decided to take the opportunity to educate themselves as much as possible and get into the business. Today, the England-based investors are focused on multifamily assets in Oklahoma. In this episode, Suzy discusses how the pandemic kickstarted her real estate journey, how she finds deals in the U.S. while living in England, and why having the right partner is the key to success.

Suzy Sevier | Real Estate Background

  • Co-founder of Adventurous Real Estate Investors, which focuses on value-add multifamily investments.
  • Portfolio:
    • GP of 388 units
    • LP of three deals: short-term rental JV, one apartment complex, and ATMs
  • Based in: Cambridge, England
  • Say hi to her at:

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Direct download: JF_2828_Suzy_Sevier_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

In this episode, Ash, Slocomb, and Travis discuss financial independence as it pertains to real estate.

Each week for the Best Ever Round Table, the three Best Ever Show hosts — Ash Patel, Slocomb Reed, and Travis Watts — come together for a deep dive into a commercial real estate investing topic.

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Direct download: JF_2827_Round_Table_4_.mp3
Category:Goals/Success Habits -- posted at: 3:00am EDT

Jiries Dawaher graduated high school in 2002 with a GPA of 1.53. He then served in the Army National Guard in Ohio as a helicopter and diesel mechanic for nine years, dabbling in network marketing on the side. After getting out of the military, he was bartending in Hilton Head, SC, when he got a call from a friend who was making money by wholesaling in Cincinnati — and the rest is history. In this episode, Jiries shares about using his wholesaling background to acquire multifamily properties, his top networking strategies, and how he ventured into the hotel business. Jiries Dawaher | Real Estate Background

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Direct download: JF_2826_Jiries_Dawaher_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

In this episode, Ash shares his top 12 tips for interviewing podcast guests.

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

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Direct download: JF_2825__Beyond_Multifamily_4_.mp3
Category:Networking -- posted at: 3:00am EDT

Robert Rivani, a self-described disrupter of real estate, is the president of the commercial real estate investment company, Black Lion. He focuses on distressed and affected markets he can improve through drastic remodeling and attracting new tenants with staying power. In this episode, Robert tells us about how Black Lion is disrupting the hospitality industry in Miami, his fundamental belief regarding debt, and why he thrives on volatility.

Robert Rivani | Real Estate Background

  • President of Black Lion, a commercial real estate investment company that specializes in hospitality-focused projects.
  • Portfolio: GP of 13 properties including restaurants and retail
  • Based in: Los Angeles, CA, and Miami, FL
  • Say hi to him at:
Direct download: JF_2824_Robert_Rivani_.mp3
Category:Fully Active/Syndicators -- posted at: 3:00am EDT

In this episode of the Actively Passive Show, Travis discusses how it is possible to be twice as rich by desiring less, what that means, and how you can apply it to your own life and investing strategies.

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Direct download: JF_2823_Actively_Passive_Investing_Show_95.mp3
Category:Passive Investing -- posted at: 3:00am EDT

Robert Ritzenthaler grew up around his father’s construction business before earning his finance degree, which kickstarted his career on Wall Street. After the market crash of 2000, however, Robert reconsidered his path and decided to join his friend’s growing real estate business. Today, he is CEO and founder of REM Capital, with $350M AUM across eight states and a total door count of over 3,400. In this episode, Robert discusses how the current interest rate climate is affecting his investing decisions, the advantages of bridge debt, and the hardest lesson he’s learned so far.

Robert Ritzenthaler | Real Estate Background

  • CEO and founder of REM Capital, a real estate investment company that focuses on value-add and new development opportunities in key markets within the U.S.
  • Portfolio: $350M AUM across eight states with a total door count of over 3,400
  • Based in: Bradenton, FL
  • Say hi to him at:

Best Ever Book: Leadership in Turbulent Times by Doris Kearns Goodwin

 

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Direct download: JF_2822_Robert_Ritzenthaler_.mp3
Category:Current Events -- posted at: 3:00am EDT

By age 19, Bailey Kramer already knew that he wanted to channel his entrepreneurial mindset into commercial real estate. That was only two years ago. Since then, he has been learning, networking, and doing deals. Today he is GP of 64 units and a short-term rental property that is commercially zoned and allows weddings. In this episode, he shares how he broke into real estate at such a young age, how he acquired such a unique property, and his approach to financing.

Bailey Kramer | Real Estate Background

  • Founder and CEO of his eponymous company, Bailey Kramer, which focuses on long-term and short-term rentals.
  • Portfolio: GP of 64 units and a short-term rental property that is commercially zoned and allows weddings.
  • Bought his first investment when he was 20 years old.
  • Based in: Orlando, FL
  • Say hi to him at:

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Direct download: JF_2821_Bailey_Kramer_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

In this episode of Round Table, Ash, Slocomb, and Travis share how they discuss goals with new investors that come to them for advice.

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Direct download: JF_2820_Round_Table_3.mp3
Category:general -- posted at: 3:00am EDT

Jas Takhar grew up in Rexdale, Toronto, where he sold everything from newspapers to shoes to cars. The next step in the evolution of his sales career, he realized, was commercial real estate. He became a real estate broker 17 years ago, and still maintains that role today while making his own investments. In this episode, Jas details his long-term hold investing strategy, his philosophy when it comes to timing the market, and what’s next for investors in the landlocked city of Toronto.

Jas Takhar | Real Estate Background

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Direct download: JF_2819_Jas_Takhar_.mp3
Category:general -- posted at: 3:00am EDT

In this episode of Round Table, Ash, Slocomb, and Travis share how they discuss goals with new investors that come to them for advice.

Here is the first time Ash guested on the podcast: JF477: You Should Have Bought This Mixed-Use Property!

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Direct download: JF_2818_Beyond_Multifamily_3.mp3
Category:Goals/Success Habits -- posted at: 3:00am EDT

Nicole Pendergrass started her career in value-add commercial multifamily with a three-family house hack in the Bronx. Today, she is the founder of Noirvest Holdings, which focuses on value-add commercial multifamily with a mission to increase equity and net worth for communities of color. In this episode, Nicole shares how her first property helped her to become an LP investor, the hardest lesson she’s learned so far, and how she plans to execute her mission.

Nicole Pendergrass | Real Estate Background

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Direct download: JF_2817_Nicole_Pendergrass.mp3
Category:Passive Investing -- posted at: 3:00am EDT

In this episode, Travis argues that the “buy low, sell high” passive income investing strategy might not always be best suited for your needs. He introduces an alternative strategy to consider, using both real estate and stocks as examples.

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Direct download: JF_2816_Actively_Passive_Investing_Show_94.mp3
Category:Passive Investing -- posted at: 3:00am EDT

Logan Rankin started out leading retail operations for a Fortune 50 company, but soon realized while he was working hard, his money wasn’t working hard for him. As he developed his financial literacy, he decided to take a big risk — he bought his first investment property, leaving only $7 in his bank account. Today, Logan owns 185 buildings totaling 1,923 units. In this episode, he shares how he’s been able to scale without partners or syndications, his tips for lead generation, and the number-one rule he lives by.

Logan Rankin | Real Estate Background

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Direct download: JF_2815_Logan_Rankin_.mp3
Category:Scaling -- posted at: 3:00am EDT

Vicky Schiff started her first company when she was 30 in the self-storage industry. Since then, she has founded or co-founded five firms in real estate, real estate private equity, and capital formation, as well as a lending platform. In this episode, Vicky discusses the importance of staying power, the psychology behind economic cycles, and how she tempers the existing fear about what’s next for commercial real estate.

Vicky Schiff | Real Estate Background

  • Strategic advisor at Saul Urban LLC, which evaluates and develops multifamily sites and projects for adaptive and strategic reuse. She has founded/co-founded five firms in the real estate and finance sectors.
  • Portfolio: LP of over $10B transactions
  • Based in: Los Angeles, CA
  • Say hi to her at:
  • Best Ever Book: The Black Obelisk by Erich Maria Remarque

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Direct download: JF_2814_Vicky_Schiff.mp3
Category:Deal/Property Analysis -- posted at: 6:00am EDT

In this episode of the Best Ever Round Table, Ash, Slocomb, and Travis take turns sharing their experiences as both hosts and guests on podcasts.

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Direct download: JF_2813_Round_Table_3_.mp3
Category:Goals/Success Habits -- posted at: 6:00am EDT

Jonathan Tuttle has been in the mobile home park space since 2007. He served as a mobile home broker for 10 years and now serves as a fund manager at Midwest Park Capital, a private real estate investment firm focused on the mobile home park vertical. In this episode, Jonathan shares how the mobile home park space has changed over the last few years, what he sees in store for the future, and why despite everything, he still views mobile home parks as an undervalued asset class.

Jonathan Tuttle | Real Estate Background

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Direct download: JF_2812_Jonathan_Tuttle_.mp3
Category:Deal/Property Analysis -- posted at: 6:00am EDT

In this episode of Beyond Multifamily, Ash Patel shares his story of how he got started in real estate to demonstrate the hidden value of mixed-use buildings.

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Direct download: JF_2811_Beyond_Multifamily_2_.mp3
Category:Scaling -- posted at: 6:00am EDT

Before becoming a full-time commercial investor, Sean Katona worked at Microsoft and EA Sports selling X-Box ads to automotive manufacturers and Hollywood studios. In 2013, he turned his side hustle into a full-time career, and as he says, he’s been “failing forward ever since.” Today, Sean spends his time seeking out fixer-upper commercial deals in the Greater Phoenix area. In this episode, Sean discusses the ins and outs of value-add commercial real estate and the toughest lessons he’s learned in his career so far.

Sean Katona | Real Estate Background

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Direct download: JF_2810_Sean_Katona_1.mp3
Category:Deal/Property Analysis -- posted at: 6:00am EDT

In this episode of the Actively Passive Investing Show, Travis Watts explains the concept of dollar-cost averaging and how this strategy typically applied to stock market investments can also be used with private placements.

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Direct download: JF_2809_Actively_Passive_Investing_Show_93.mp3
Category:Passive Investing -- posted at: 6:00am EDT

Ronald “Ron” Rohde is the founder of a commercial real estate law firm where he primarily focuses on investor acquisitions and helping other investors buy commercial real estate. In this episode, Ron tells us about the importance of getting the right financing, when to consider using an open-ended fund, and the biggest lesson he’s learned as an investor himself.

Ronald “Ron” Rohde | Real Estate Background

  • Founder of Ronald Rohde Law, a commercial real estate law firm that handles commercial real estate transactions from entity formation, PSA negotiation, and due diligence review through closing.
  • Portfolio: GP of three industrial NNN properties in DFW, over 100,000 sq ft.
  • Based in: Dallas, TX
  • Say hi to him at:
  • Best Ever Book: Traction by Gino Wickman

Greatest lesson: Just because you can do something doesn’t mean you should.

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Direct download: JF_2808_Ronald_Rohde.mp3
Category:Financing -- posted at: 6:00am EDT

Perry Zheng is the founder and CEO of Cash Flow Portal, a real estate syndication software and investor portal. He got his start as a software engineer for Amazon and Twitter, then became an engineering manager for Lyft. He began syndicating during this time, which inspired him to launch Cash Flow Portal. In this episode, Perry discusses why he created the software, the factors that have contributed to its success so far, and his vision for the future of Cash Flow Portal.

Perry Zheng | Real Estate Background

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Direct download: JF_2807_Perry_Zheng_.mp3
Category:Financing -- posted at: 7:00am EDT

Welcome to the first Best Ever Round Table, where the three Best Ever Show hosts come together for a deep dive into a commercial real estate investing topic. In this episode, Ash Patel, Slocomb Reed, and Travis Watts discuss when they think active investors should consider passively investing. Here are some of their responses:

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Direct download: JF_2806_Round_Table_1.mp3
Category:Fully Active/Syndicators -- posted at: 6:00am EDT

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:
  • 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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Direct download: JF_2805_Bruce_Wuollet_.mp3
Category:Scaling -- posted at: 6:00am EDT

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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Direct download: JF_2804_Beyond_Multifamily_1.mp3
Category:Deal/Property Analysis -- posted at: 6:00am EDT

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:

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Direct download: JF_2803_Ryan_Chaw.mp3
Category:general -- posted at: 6:00am EDT

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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Direct download: JF_2802_Actively_Passive_Investing_Show_92_.mp3
Category:Passive Investing -- posted at: 6:00am EDT

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:

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

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Direct download: JF_2801_Johnny_Wolff.mp3
Category:Goals/Success Habits -- posted at: 6:00am EDT

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

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Direct download: JF_2800_Gabe_Gruszynski.mp3
Category:Scaling -- posted at: 6:00am EDT

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

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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Direct download: JF_2799_Matt_Boettinger.mp3
Category:Deal/Property Analysis -- posted at: 6:00am EDT

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:

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Direct download: JF_2798_Leka_Devatha_.mp3
Category:Scaling -- posted at: 6:00am EDT

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:
  • Best Ever Book: Think Like A Monk by Jay Shetty

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

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Direct download: JF_2797_Jeffrey_Donis.mp3
Category:general -- posted at: 6:00am EDT

Although Paul Larson got his start in multifamily, he happened to stumble upon a mobile home park in 2019 and fell in love with the asset class. He and his partner purchased a small RV park the following year and soon pivoted, accumulating 600 units and making RV parks the star of their portfolio. In this episode, Paul walks us through the challenges that come with maintaining an RV park, how he adds value to his properties, and how he finds value-add mom-and-pop deals.

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:

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Direct download: JF_2796_Paul_Larson.mp3
Category:general -- posted at: 7:00am EDT

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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Direct download: JF_2795_Actively_Passive_Investing_Show_91.mp3
Category:Passive Investing -- posted at: 7:00am EDT

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

Best Ever Book:  Traction by Gino Wickman

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Direct download: JF_2794_Kranti_Ponnam_.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EDT

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

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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Direct download: JF_2793_Kim_Radaker.mp3
Category:Deal/Property Analysis -- posted at: 7:00am EDT

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:

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Direct download: JF_2792_Joseph_Danza_.mp3
Category:Goals/Success Habits -- posted at: 3:00am EDT

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:
  • Best Ever Book:

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

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Direct download: JF_2791_John_C._Lindsey_.mp3
Category:Deal/Property Analysis -- posted at: 2:00am EDT

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:

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Direct download: JF_2790_Ashley_Tison_.mp3
Category:Financing -- posted at: 2:00am EDT

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:

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Direct download: JF_2789_Bob_Voelker_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

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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Direct download: JF_2788_Actively_Passive_Investing_Show_90.mp3
Category:Passive Investing -- posted at: 7:00am EDT

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

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Direct download: JF_2787_Ryan_Williams.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

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

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

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Direct download: JF_2786_Scott_Haskin.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

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:

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

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Direct download: JF_2785_Mason_Moreland_.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

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:

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

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Direct download: JF_2784_Adam_Benton.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

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:
  • 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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Direct download: JF_2783_Jeff_Dulmage.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

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:

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

Direct download: JF_2782_Eric_Chadderdon.mp3
Category:Deal/Property Analysis -- posted at: 3:00am EDT

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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Direct download: JF_2781_Actively_Passive_Investing_Show_89.mp3
Category:Passive Investing -- posted at: 3:00am EDT

Multifamily syndicator Liz Faircloth began her real estate journey when she and her (now) husband, Matt Faircloth, purchased their first duplex 16 years ago. Since launching the DeRosa Group together in 2005, they now have $130M under control and management. Throughout this process, Liz met her partner, Andresa. As they did deals together, they realized they had a shared passion and need to bring women together in the real estate space — so together, they created the InvestHER community.

Liz Faircloth | Real Estate Background

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Direct download: JF_2780_Liz_Faircloth.mp3
Category:Networking -- posted at: 3:00am EDT

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:

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Direct download: JF_2779_Chad_Griffiths_1.mp3
Category:general -- posted at: 1:00am EDT

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

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Direct download: JF_2778_Sam_Wilson__1.mp3
Category:general -- posted at: 1:00am EDT

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

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Direct download: JF_2777_Brendan_Chisholm_.mp3
Category:Deal/Property Analysis -- posted at: 1:00am EDT

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

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Direct download: JF_2776_Bryan_Miller.mp3
Category:Fully Active/Syndicators -- posted at: 1:00am EDT

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

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Direct download: JF_2775_Jeremiah_Boucher_.mp3
Category:general -- posted at: 1:00am EDT

In this week’s episode of the Actively Passive Investing Show, Travis Watts highlights the major challenges multifamily investors are currently dealing with and shares his insights on how to successfully tackle each of them.

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Direct download: JF_2774_Actively_Passive_Investing_Show_88.mp3
Category:Passive Investing -- posted at: 1:00am EDT

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:

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

Direct download: JF_2773_Cody_Laughlin.mp3
Category:Goals/Success Habits -- posted at: 3:00am EDT

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

Robert Preston | Real Estate Background

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

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

Todd Nepola | Real Estate Background

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

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

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

Jeffrey Holst | Real Estate Background

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

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

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

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

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

Wesley Yates | Real Estate Background

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

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

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

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

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

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

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

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

Ken Gee | Real Estate Background

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

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

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

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

Sarah May | Real Estate Background

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

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

 

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

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

Tim Bratz | Real Estate Background

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

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

Ben Suttles | Real Estate Background

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

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

Rich Somers | Real Estate Background

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

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

Phil Block | Real Estate Background

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

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:

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

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

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

Nelson Lin | Real Estate Background

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

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

Maggie Cheung | Real Estate Background

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

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

Zach Morrow | Real Estate Background

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

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

Alessandra Thompson | Real Estate Background

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

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

Soli Cayetano | Real Estate Background

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

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

Greg Scully | Real Estate Background

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

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

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

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

Danielle Lombardo | Real Estate Background

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

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

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

Dedric Polite | Real Estate Background

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

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

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

Sam Sells | Real Estate Background

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

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

Beau Beery | Real Estate Background 

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

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

Ace Karimi | Real Estate Background

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

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

Sam Primm | Real Estate Background

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

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

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

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

Sam Liebman | Real Estate Background

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

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

Sian Senior | Real Estate Background

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

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

Andrew Schutsky | Real Estate Background

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

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

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

Paul Moore | Real Estate Background

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

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

Vick Mehta | Real Estate Background

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

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

Tim Krause | Real Estate Background

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

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

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