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

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

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

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

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

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

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

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

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!

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

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

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

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

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

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

Brad Simtob | Real Estate Background

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

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

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

Iven Vian | Real Estate Background

• Founder of Anthem Capital which syndicate funds to purchase multifamily properties.
• Portfolio: ~1,200 units over 8 properties as GP. 900 units over 5 properties as LP.
• Retired from the Air Force 10/1/2021. He was a Lt. Colonel who flew the B-1B. Has been investing in RE for the past 15 years and multifamily RE for the past 6 years.
• Based in: Oklahoma City, OK
• Say hi to him at: anthemcp.com | iven@anthemcp.com | LinkedIn: https://www.linkedin.com/company/anthemcp/mycompany/?viewAsMember=true
• Best Ever Book: You Were Born Rich by Bob Proctor

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

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

Jonathan Nichols | Real Estate Background

• Full-Time Syndicator at Apogee Capital which helps people passively invest in value-add multifamily real estate.
• Portfolio: GP of 200 multifamily units, 18 short-term rentals. LP of 250 units.
• Worked for 10 years as an aerospace engineer and went full-time in real estate in 2021.
• Based in: Arlington, TX
• Say hi to him at: www.apogeemfc.com | LinkedIn: https://www.linkedin.com/in/jonathan-nichols45/
• Best Ever Book: The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller

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

1. Trevor Thompson | Real Estate Background

• Founder of Niagara Investments LLC which focuses on apartment syndication.
• Portfolio: GP on 240 doors. LP on 17 syndicated deals.
• Based in: Austin, TX
• Say hi to him at:  www.niagara-investments.com | ktt@niagara-investments.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

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

AJ Shepard | Real Estate Background

• Owner and Managing Partner of two companies, Uptown Syndication and Uptown Properties. They focus on purchasing large multifamily assets through a partnership with passive investors. They operate under exemption 506(b) and need to have a prior relationship for them to share any opportunities. They manage these investments through their own property management company, Uptown Properties.
• Portfolio: 150+ units as GP. Managing 700+ units under his property management company.
• Based in: Portland, OR
• Say hi to him at: https://www.uptownsyndication.com and https://www.uptownpm.com | LinkedIn: https://www.linkedin.com/company/uptown-syndication | https://www.westsideinvestorsnetwork.com/
• Best Ever Book: Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman

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

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

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

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

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

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

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

John Todderud | Real Estate Background

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

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

Nick Simpson | Real Estate Background

• Founder and CEO of Mentis Capital Partners which focuses on value-add multifamily (Class B & C), and ground-up development of multifamily and student housing (Class A).
• Portfolio: $60MM as GP
• 10 years of REI experience
• Based in: Salisbury, Maryland
• Say hi to him at: www.mentiscapitalpartners.com
• Best Ever Book: Am I Being Too Subtle?: Straight Talk From a Business Rebel by Sam Zell

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

Julie Holly | Real Estate Background

• Founder of Three Key Investments which focuses on multifamily investments.
• Portfolio: Strategically partnered in 69 units in Atlanta, LP on nearly 300 units in Huntsville, Alabama.
• She manages these properties while 1,000 miles away
• Based in: Bonners Ferry, Idaho
• Say hi to her at: https://www.threekeysinvestments.com/
• Socials: LinkedIn https://www.linkedin.com/in/julie-holly/
• Best Ever Book: Stillness Is the Key by Ryan Holiday | The Alchemist by Paulo Coelho

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

Andrew LeBaron | Real Estate Background

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

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

Nick Love | Real Estate Background

• Acquisitions & Marketing Manager at Hazel Equity, an investment firm that purchases A/B Class, value-add properties in Texas, as well as educates other multifamily operators on marketing and social media strategies.
• Portfolio: 491-units under management.
• Based in: Dallas, TX
• Say hi to him at: Linkedin: www.linkedin.com/in/nicklovemultifamily
• Best Ever Book: How to Legally Raise Private Money by Kim Lisa Taylor, Esq.

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

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

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

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

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

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

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

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

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

Joel Fine | Real Estate Background

• Multifamily investor/syndicator at Lakeline Properties, which partners with investors to buy undervalued real estate assets, improve them, and resell for profit. Focus on value-add multifamily and multifamily ground-up development.
• Portfolio: GP in 1000+ doors. LP in 5000+ doors across six states.
• Based in: Austin, Texas
• Say hi to him at: https://lakelineproperties.com | joel@lakelineproperties.com
• Best Ever Book: The Hands-Off Investor by Brian Burke | Passive Investing In Commercial Real Estate by James Kandasamy

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

Charlotte Dunford | Real Estate Background

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

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

Melissa Elizondo | Real Estate Background

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

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

TJ Konsen | Real Estate Background

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

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

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

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

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

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

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

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

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

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

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

John Casmon | Real Estate Background

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

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

Shawn DiMartile | Real Estate Background

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

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

Matt Picheny | Real Estate Background

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

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

Elijah Vo | Real Estate Background

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

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