The Best Ever CRE Show

Peter Neill & Ron Lockhart are the co-founders and partners at GSP REI, a vertically integrated real estate investment firm focusing on affordable and workforce single-family rentals and non-performing loans. In this episode, Peter and Ron share why they chose to build a $55 million portfolio of affordable housing and non-performing loans. They also share why they use a vertical integration approach to investing and how they are able to return an average of 20%–23% to investors annually. Peter Neill & Ron Lockhart | Real Estate Background Co-founders and partners at GSP REI Portfolio: $55M in AUM including real estate and notes Based in: Philadelphia, PA Say hi to him at: gsprei.com LinkedIn Best Ever Book: How to Win Friends and Influence People by Dale Carnegie and Separation of Power by Vince Flynn Greatest Lesson: Treat people the way you want to be treated. Tenants, investors, colleagues — everyone. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Isaac Sebbag is the founder of Golden Sky Equities, which generates long-term value through strategic renovations in the condo and multifamily sectors with a focus on the New Jersey and Florida markets. In this episode, Isaac shares his expert insights on condo conversion projects, including what makes an ideal condo, amenities to focus on, and ground-up vs. value-add deals. He also discusses how he uses LinkedIn to attract investors and structures deals depending on the level of value-add involved in the project. Isaac Sebbag | Real Estate Background Founder of Golden Sky Equities Portfolio: Multifamily Mixed-use Development Office Based in: NJ and PA Say hi to him at: Linkedin Instagram Best Ever Book: Rich Dad Poor Dad by Robert Kiyosaki Greatest Lesson: Choose your market wisely, especially with ground-up construction as they will be issuing permits and helping you through the legal process if needed. Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

James Eng is the national director of Old Capital, a commercial mortgage broker. In this episode, James discusses the landscape of commercial lending, especially why many investors transitioned from bridge loans to fixed-rate loans over the past few years. He also shares the true purpose of a bridge loan and shares strategies for how investors can approach the refinance process on a bridge loan in 2023. James Eng | Real Estate Background National director of Old Capital Portfolio: GP and LP positions in over 20 multifamily properties in Texas totaling over 10,000 units Based in: Dallas, TX Say hi to him at: Linktree Best Ever Book: The Most Important Thing by Howard Marks Greatest Lesson: Make sure you look at the demographics of a market in comparison to the rents you are projecting. Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis discusses the benefits of passive income versus traditional earned income, specifically the tax advantages that many use to preserve their wealth such as depreciation, extracting equity, and 1031 exchanges. Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. In this episode, Veena gives a mini masterclass in marketing for operators, GPs, and capital raisers. She discusses how her team uses AI to maximize efficiency, her “secret sauce” for raising capital, and things that make her cringe about multifamily investing. Veena Jetti | Real Estate Background Founding Partner of Vive Funds Portfolio: Multifamily investments Based in: Plano, TX Say hi to her at: Facebook Instagram Twitter TikTok Best Ever Book: Wealth Without Cash by Pace Morby Greatest Lesson: Partner up fast with people that you trust to build success as quickly as possible. Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Toby Mathis is the founding partner of Anderson Law Group and managing partner of Anderson Business Advisors, which helps entrepreneurs around the world live lives free from the burden of financial imprisonment through wealth creation. In this episode, Toby guides listeners through the complicated world of tax codes and asset protection, providing expert insights into how to shelter your assets properly to reduce risk and preserve wealth. Toby Mathis | Real Estate Background Founding partner of Anderson Law Group and managing partner of Anderson Business Advisors Portfolio: 400 properties Commercial Self-storage Single-family homes Based in: Las Vegas, NV Say hi to him at: Facebook Instagram LinkedIn YouTube Best Ever Book: $100M Offers by Alex Hormozi Greatest Lesson: Don't try to do things yourself and pinch pennies over something that should be done by a true professional. It can cost you big in the long run. Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian C. Adams is the president and founder of Excelsior Capital, an owner-operator sponsor of commercial light industrial, flex space, and medical office properties. In this episode, Brian discusses the struggles he’s faced building a $275 million portfolio, why he prefers flex, light industrial, and medical properties, and how LPs can do next-level due diligence on GPs before committing to a deal. Brian C. Adams | Real Estate Background President and Founder of Excelsior Capital Portfolio: $275 million gross AUM Based in: Nashville Tennessee Say hi to him at: LinkedIn Best Ever Book: Outlive by Peter Attia Greatest Lesson: Put substantial resources into investor relations, and ask the right questions of your GP so you know who you’re going into business with. Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

AJ Osborne is the CEO and founder of Cedar Creek Capital, which is a vertically integrated real estate private equity firm specializing in the acquisition, development, and management of self-storage facilities. In this episode, AJ discusses what caused the self-storage asset class to peak and drop in the last few years and why his firm’s buying behavior has changed completely as a result. AJ Osborne | Real Estate Background CEO & Founder of Cedar Creek Capital Portfolio: $300 million AUM 3 million square feet Over 10,000 units Based in: Eagle, Idaho Say hi to him at: cedarcreekwealth.com selfstorageincome.com Instagram Best Ever Book: The Warren Buffett Way by Robert Hagstrom Greatest Lesson: The short-term is meant for taking action, and the long-term is meant for yielding results. Market cycles and results take time, so you need to put a structure around your deals that allow for that. Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Ross Metz is the co-founder of SIMCAP Holdings, which is a midwest asset management group with a focus on residential multifamily investing. In this episode, Ross shares how he built his portfolio up to 148 units in 15 months and how he structured a unique partnership with his property manager that ensures both of their paths to growth and profitability. Ross Metz | Real Estate Background Co-Founder of SIMCAP Holdings and SIMCAP Management Portfolio: 148 multifamily units Personal portfolio of residential properties Based in: Cincinnati, OH Say hi to him at: simcapholdings.com LinkedIn Best Ever Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins Greatest Lesson: Don’t be afraid to leverage your networks. Most people are willing and eager to help. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Flight is the CEO of Liberty Real Estate Funds and principal of Concordia Realty, the world’s first net lease security token fund. In this episode, Michael shares three key factors required in doing due diligence on a NNN property, tips for investors pivoting into retail, and how to attract national tenants to your retail centers. Michael Flight | Real Estate Background CEO of Liberty Real Estate Funds and founding principal of Concordia Realty Portfolio: NNN and single-tenant retail $5M sale/leaseback fund Hotel debt fund Based in: Oak Brook, IL Say hi to him at: michaeljflight.com LinkedIn Best Ever Book: As a Man Thinketh by James Allen Greatest Lesson: Pick great partners and colleagues in all aspects of investing — not just investors, but attorneys, CPAs, etc. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis discusses the significance of risk-adjusted returns. Using real-world examples, Watts urges listeners to balance the allure of high returns with potential risks, emphasizing the importance of personal risk tolerance and financial goals. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Chad Freeman is the founder of MHPinvestors, which purchases undervalued and mismanaged mobile home parks and brings them back to life. He is a returning guest to the podcast, and in this episode, Chad discusses the advantages mobile home parks provide as opposed to other asset classes and how his business plan has evolved over the past year to accommodate for lower deal flow and higher interest rates. Chad Freeman | Real Estate Background Founder of MHPinvestors Portfolio: 150 mobile home spaces 47 RV spaces Based in: Jacksonville, FL Say hi to him at: mhpinvestors.com LinkedIn Best Ever Book: Scale by Jeff Hoffman and David Finkel Greatest Lesson: Nothing beats great due diligence and consistency. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick Grims is the CEO of Invest on Main Street, which allows investors to passively invest in syndications for alternative assets. In this episode, Patrick shares his whirlwind journey from high-tech engineer to real estate investor, which includes losing everything in the 2008 housing crisis. He also shares the importance of learning to trust others and educating investors on the history of market cycles. Patrick Grimes | Real Estate Background CEO of Invest on Main Street Portfolio: $647 million - 4,923 multifamily units in 26 communities across 7 states 138 natural gas and oil wells Based in: Los Angeles, CA Say hi to him at: Investonmainstreet.com passiveinvestingmastery.com LinkedIn Best Ever Book: A CEO Only Does Three Things by Trey Taylor Greatest Lesson: Don’t fear the market cycles, learn how to ride the waves and invest in the downturn. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Marc Rutzen is the CEO of HelloData.ai, a platform that automates the due diligence process for real estate investors. In this episode, Marc discusses the disruption potential AI has in the real estate industry and how HelloData.ai works to mitigate the mundane and manual tasks associated with the due diligence process of real estate investing. Marc Rutzen | Real Estate Background CEO of HelloData.ai Based in: Chicago Say hi to him at: LinkedIn hellodata.ai Best Ever Book: The Innovation Stack by Jim McKelvey Greatest Lesson: Don't try to do too much, narrow your focus, and hone in one specific area of expertise. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Kyle Stevie is the co-founder of Sparen Capital, a concierge-style realty service that buys and sells properties through market-driven data analytics and a deep understanding of client needs. In this episode, Kyle takes a deep dive into a deal he spearheaded in 2020 to renovate and stabilize a historic building from 1908. He shares the construction timeline, the unique loan structure, and the one renovation that set the project back nearly a year. Kyle Stevie | Real Estate Background Co-founder of Sparen Capital Author of Digital Melting: Making Illiquid Real Estate Assets Liquid Through Tokenization. Senior Logistics Account Executive at Total Quality Logistics, one of the largest freight brokerage firms in the nation. Portfolio: One multi-use property Two commercial properties Total value: $7.6M Based in: Fort Thomas, KY Say hi to him at: LinkedIn Greatest Lesson: Don’t underestimate what you’re able to do. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Kyle Root is the founder of Empire Estates and KJ Coaching. He owns 68 units of single-family and small multifamily properties in the Green Bay and Milwaukee areas. In this episode, Kyle shares his strategy for scaling a residential portfolio, which preserves cash flow and allows him to “trade up” to newer properties. Kyle also shares the journey of starting his own construction company and the advice he has for other operators looking to bring those services in-house. Kyle Root | Real Estate Background Founder of Empire Estates and KJ Coaching Portfolio 68 units of single-family and small multifamily Based in: Green Bay, WI Say hi to him at: kylejroot.com Instagram Best Ever Book: The Slight Edge by Jeff Olson Greatest Lesson: Trust, but verify. People tend to mistrust others, and that can lead to micromanagement and overanalysis. Do your due diligence, and then trust those you’re working with. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Anjesh Dubey is the co-founder of Dubey Investor Group, which helps high-income professionals to learn about passive investing and diversifying their portfolio. He is also a software engineer with 14 years of experience leading global teams. In this episode, Anjesh shares his journey from investing in single family homes in the Bay Area to multifamily syndications and the power of utilizing economies of scale and capital. He also discusses the two questions he would ask general partners before investing in a deal and what he’s learned from the three multifamily deals he is currently GP on. Anjesh Dubey | Real Estate Background Co-founder of Dubey Investor Group Portfolio: GP in 3 different deals, totaling 660 units Based in: San Francisco Bay Area, CA Say hi to him at: LinkedIn Facebook Best Ever Book: Do the Hard things First by Scott Allan Greatest Lesson: Be patient and set realistic goals, don't change criteria too often. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis discusses whether you can make money in an economic environment where interest rates are higher than cap rates. Does it make sense to pay more for your debt than the property is actually producing? He shares two case studies of a value-add multifamily property and a brand new class A property to help illustrate why it does. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

David Lecko is the CEO of DealMachine, an app designed to help real estate investors and professionals streamline and automate the process of finding and contacting property owners. In this episode, David discusses the pain points he encountered as an investor that inspired him to create DealMachine, how AI is revolutionizing the world of real estate investing, and three practical steps you can take today to incorporate AI into your life. David Lecko | Real Estate Background CEO of DealMachine Portfolio: Nine single-family rentals Based in: Austin, TX (invests in Indianapolis, IN) Say hi to him at: leckoproperties.com dealmachine.com Instagram Best Ever Book: Humor, Seriously by Jennifer Aaker Greatest Lesson: Using AI to help with my own investing and content creation. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Brett Swarts is the founder of Capital Gains Tax Solutions, which helps investors pursue their financial goals while navigating the exit of their highly appreciated assets and solving their capital gains tax challenges. In this episode, Brett explains how deferred sales trusts work as an alternative to 1031 exchanges, deferring capital gains taxes while still allowing investors access to the cash from their property sale. Brett Swarts | Real Estate Background Founder of Capital Gains Tax Solutions Portfolio: LP positions in Multifamily Industrial Medical office Based in: FL and CA Say hi to him at: capitalgainstaxsolutions.com LinkedIn Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Bonus Operations is a series hosted by apartment owner/operator and Best Ever Show host, Slocomb Reed. In each five- to ten-minute episode, Slocomb provides his top takes for executing your business plan and maintaining cash flow. In this episode, Slocomb introduces the '200 unit months of operation' concept to predict when a rental property portfolio stabilizes. It emphasizes long-term planning, particularly for small landlords, and discusses the influence of vacancy rates on net operating income. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim Donofrio is the owner of Allocated Assets, a CRE investment and commercial property management company that works through word of mouth. In this episode, Tim discusses his theories on why property management companies have such a bad reputation, what investors should do to properly vet property managers, and how his company succeeds despite doing no formal marketing. Tim Donofrio | Real Estate Background Owner of Allocated Assets Portfolio: Minority stake across multiple properties Based in: Crown Point, IN Say hi to him at: Instagram Best Ever Book: 12 Rules for Life by Jordan Peterson Greatest Lesson: All education costs money. It can be a mistake, being taken advantage of, or overlooking details. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Nathan Walldorf is a multifamily property investor with Walldorf Capital Ventures, which buys class B and C, value-add apartment buildings of 100-plus units. In this episode, Nathan discusses the underwriting guidelines keeping their deals ahead of projections, the biggest challenges they’ve faced in the Dallas market this year, and how they are dealing with properties under bridge loans. Nathan Walldorf | Real Estate Background Multifamily property investor with Walldorf Capital Ventures Portfolio: GP on 836 units (five apartment buildings in Texas) LP on 2000+ units Based in: Chattanooga, TN Say hi to him at: Walldorfcapitalventures.com thewealthbuildingtrifecta.com Best Ever Book: Beyond Positive Thinking by Robert Anthony Greatest Lesson: Be selective about who you partner with, make sure everyone is above board. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Rod Khleif is the director of Lifetime CashFlow Academy, host of the Lifetime Cashflow Through Real Estate Investing Podcast, and director of acquisitions for CRE Equity Capital. In this episode, Rod talks about how investors can prepare themselves for what’s possibly to come in the next 12 months, what he learned from losing $50 million in the Great Recession, and why he believes we could be headed into the greatest real estate opportunities of our lifetime. Rod Khleif | Real Estate Background Director of Lifetime CashFlow Academy, host of the Lifetime Cashflow Through Real Estate Investing Podcast, and director of acquisitions for CRE Equity Capital Portfolio: 4,500 units in seven states Based in: Sarasota FL Say hi to him at: rodkhleif.com multifamilybootcamp.com Linktree Best Ever Book: Think and Grow Rich by Napoleon Hill Greatest Lesson: There is no failure. Only seminars. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis discusses the ins and outs of working with a financial advisor and understanding their various fee structures. He shares the dangers of using a percentage-based fee and advises working with a fiduciary financial advisor who has your best interests in mind. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick Roberts is a business broker and attorney at HedgeStone Business Advisors, a full-service firm specializing in real estate, businesses, mergers, and acquisitions. In this episode, Patrick shares his strategies for investing in car washes, an undervalued asset class that delivers high returns for minimum operational involvement. Patrick Roberts | Real Estate Background Business broker and attorney at HedgeStone Business Advisors Portfolio: Five car washes One commercial office building Two commercial condos Three single-family homes Based in: Raleigh, NC Say hi to him at: LinkedIn Best Ever Book: Buddha’s Little Instruction Book by Jack Kornfield Greatest Lesson: If you are running a business remotely, vet employees that you trust to run things appropriately, and put a system in place to track your money remotely. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

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. In this podcast episode, the Ash Patel discusses the state of the economy and real estate. He mentions concerns about banking collapses and the need for diversification. Additionally, he highlights oversupply in the multifamily market and the resilience of suburban downtown shopping centers. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Will Matheson is the co-founder and managing partner at Matheson Capital, a South Carolina-based real estate investment firm that focuses on multifamily and student housing. In this episode, Will shares the “Matheson Method” for growing into apartment investing as a new investor, including five things not to do. He also discusses the benefits of investing in student housing and how to select the best properties in that asset class. Will Matheson | Real Estate Background Co-founder and managing partner at Matheson Capital Portfolio: Total of $100M in AUM Based in: Charleston, SC Say hi to him at: mathcap.com LinkedIn Best Ever Book: Letters of a Businessman to His Son by G. Kingsley Ward Greatest Lesson: Start small. You can pick up small unit properties as you go, and then brokers will take you more seriously on the larger deals. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Reed Goossens is a multifamily syndicator, podcast host, and owner/founder of RSN Property Group, a full-service multifamily investment company that buys assets across select MSAs in the U.S. In this episode, Reed shares his strategy for acquiring $100 million in assets over the past 12 months and how he is solving for affordability in high real estate tax states. Reed Goossens | Real Estate Background Multifamily syndicator, podcast host, and owner/founder of RSN Property Group Portfolio: $685M in AUM Based in: Los Angeles, CA Say hi to him at: reedgoossens.com rsnpropertygroup.com Podcast Best Ever Book: Traction by Gino Wickman Greatest Lesson: A fool and their money are easily parted. Continue to be a student and learn. The day you think you’ve arrived is the day you’ll lose a lot of money. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach Haptonstall is the CEO and co-founder of Rise48 Equity, a real estate investment services firm that focuses on multifamily syndication. In this episode, Zach discusses why Rise48 continues to underwrite five to ten deals a week despite only penciling a fraction of them and how his company was able to build a $1.4 billion portfolio by controlling various aspects of the value-add supply chain. Zach Haptonstall | Real Estate Background CEO and co-founder of Rise48 Equity Portfolio: $1.4B in AUM Based in: Phoenix, AZ Say hi to him at: LinkedIn Best Ever Book: Mastery by Robert Greene Greatest Lesson: If you as the owner will not be doing this, you need to hire someone who is going to source, bid out, and manage all of your subcontractors. You have to be able to adequately manage your construction process. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Culby Culbertson is the founder of Culbertson Holdings. He has $20 million in assets under management, including multifamily, self-storage, boat storage, and single-family rentals. In this episode, Culby discusses what his day job as a mortgage broker has taught him about commercial real estate, how he approaches investor cold calls, and how he stress tests his investment deals. Culby Culbertson | Real Estate Background Founder of Culbertson Holdings Portfolio: $20M in AUM Multifamily Self-storage Boat storage Single-family rentals Based in: Dallas, TX Say hi to him at: LinkedIn Best Ever Book: Emotional Intelligence 2.0 by Travis Bradberry Greatest Lesson: Be as involved as you possibly can. Even if it doesn’t hit right away, it will. Real estate is a numbers game. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis discusses his strategy for managing a portfolio of investments: the 8% rule. This is similar to the 4% rule many people live by who invest in the stock market, which says that when you reach retirement or financial independence, you sell off 4% of your portfolio each year and live off of that income. The 8% rule is similar, except you are living off of the income your portfolio generates rather than having to sell off pieces of it. Travis shares how he’s used this rule for the past eight years. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Blake Leavitt is a multifamily and commercial broker at KW Commercial. In this episode, Blake shares the marketing tactics he uses to get in front of buyers and sellers at the optimal time. He also shares how he is overcoming a 90% drop in his market’s sales volume in the past year and how he identifies which properties are likely to sell in the near future. Blake Leavitt | Real Estate Background Director, Multifamily and Commercial Broker at KW Commercial Portfolio: Principal of a 48-unit property in Las Vegas Two LP positions spanning over 3,000 units Based in: Las Vegas, NV Say hi to him at: blakerealtyventures.com blakemultifamily.com Instagram Best Ever Book: Shift by Gary Keller Greatest Lesson: Contact owners and keep in touch with them, otherwise another broker will get the listing. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Christopher Stout is the principal at StoutCap, which acquires high-performing assets in growing Southern markets. In this episode, Christopher discusses how he leveraged his experience in construction to garner success in value-add multifamily investing. He also shares the biggest struggles he’s encountered operating in a landlord-unfriendly market as well as advice for investors looking to get into development or bring construction in-house. Christopher Stout | Real Estate Background Principal at StoutCap Portfolio: 479 units Based in: New York, NY Say hi to him at: stoutcap.com Instagram LinkedIn Best Ever Book: $100M Offers by Alex Hormozi Greatest Lesson: Keep your foot on the gas as if it’s the hottest real estate market ever. That way, when deals start to pop up, you’ll be in line for them. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Raphael Collazo is a commercial real estate specialist at Grisanti Group, which helps business owners and investors buy, sell, and lease commercial real estate. In this episode, Raphael discusses his path from software engineer to commercial real estate broker. He also dispels retail real estate myths, shares trends in the industrial and storage spaces, and reveals why the mixed-use asset class is one of his favorites. Raphael Collazo | Real Estate Background Commercial real estate specialist at Grisanti Group Portfolio: 4 units Based in: Louisville, KY Say hi to him at: Raphaelcollazo.com LinkedIn Best Ever Book: The 48 Laws of Power by Robert Greene Greatest Lesson: Consistency is the key to success. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Cameron Pimm is the co-founder and principal of UrbanLandings, which purchases and repositions apartments in Atlanta and surrounding metros. In this episode, Cameron discusses his journey from financial advisor to real estate investor, how UrbanLandings has managed 10 years of successful deals, and the focus of their latest fund. Cameron Pimm | Real Estate Background Co-founder and principal of UrbanLandings Portfolio: 2,000 units (done $750MM in deals currently $450MM in AUM) Based in: Atlanta, GA Say hi to him at: urbanlandings.com LinkedIn Best Ever Book: The Richest Man in Babylon by George S. Clason Greatest Lesson: Have a very detailed business plan, and execute on it very quickly. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Greenberg is the CEO of Synergetic Investment Group, which acquires multifamily assets in emerging domestic markets. In this episode, Jeff discusses his decision to transition away from being a syndicator to a capital raiser. He also shares insights on investor relations and the benefits of managing and investing in a customizable fund. Jeff Greenburg | Real Estate Background CEO of Synergetic Investment Group Portfolio: 1,300+ multifamily units 60+ short-term rental units Bitcoin miners Based in: Los Angeles, CA Say hi to him at: synergeticig.com LinkedIn Best Ever Book: Cashflow Quadrant by Robert T. Kiyosaki Greatest Lesson: It is better to work with quality operators than to be the operator. Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Linger is a multifamily syndicator at Up Plex Capital, making it attainable for investors to invest in wealth-building assets with confidence. In this episode, Chris discusses how Up Plex is preparing for a constantly changing real estate landscape to best protect investors and how they were able to double the size of their deals by finding quality partnerships. Chris Linger | Real Estate Background Multifamily syndicator at Up Plex Capital Portfolio: Current portfolio is $300MM, GP in almost 1,900 doors Based in: Austin, Texas Say hi to him at: up-plex.com LinkedIn Instagram Best Ever Book: Rocket Fuel by Gino Wickman Greatest Lesson: Partnership and leveraging others' resources are the best ways to scale and diversify in real estate. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. 68% of the world’s richest people are self-made. Frugality certainly has its place in any financial strategy, but how can it help you achieve your goals? In this episode, Travis discusses the role frugality can play in designing your lifestyle and why you have to be adaptable as an investor to survive. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Stuart Gethner is the president of Gethner Education & Consulting, which finds, funds, and manages off-market properties with double-digit returns for investors. In this episode, Stuart discusses his business plan for value-add multifamily properties with the goal of creating long term wealth for his investors. He also shares his subject-to financing strategy and why cash-on-cash is always the focus of his deals. Stuart Gethner | Real Estate Background President of Gethner Education & Consulting Portfolio: 80+ multifamily & manufactured housing units Based in: Scottsdale, AZ Say hi to him at: stuartgethner.com LinkedIn Best Ever Book: Illusions: The Adventures of a Reluctant Messiah by Richard Bach Greatest Lesson: When you go into business with someone, it’s like you’re getting married. Do your due diligence and really get to know your partners. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Andy Smith is a partner at Lewis Brisbois Law, a national, full-service law firm with more than 1,600 attorneys and 54 offices in 30 states and the District of Columbia. In this episode, Andrew breaks down his most recent acquisition of a 32-unit apartment community in Cincinnati. He also discusses the entity transfer tax loophole and some of the most common mistakes he’s seen people make in contracts with contractors and leases with tenants. Andy Smith | Real Estate Background Partner at Lewis Brisbois Law Portfolio: 50 units Several Airbnbs Based in: Cincinnati, OH Say hi to him at: lewisbrisbois.com Twitter Best Ever Book: Rich Dad, Poor Dad by Richard Kiyosaki Greatest Lesson: Don’t give up. Real estate is very forgiving. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Brody Garcia is a general contractor and real estate syndicator with KGI Capital, which invests in distressed multifamily properties in the southeast and midwest. In this episode, Brody shares the details of KGI’s latest acquisition - a 72-unit multifamily property built in the early 1970s. He also discusses the differences in value-add projects between states like California and Oklahoma and the biggest struggles he’s encountered as a remote construction manager. Brody Garcia | Real Estate Background General contractor and real estate syndicator with KGI Capital Portfolio: 80 multifamily units Say hi to him at: LinkedIn Best Ever Book: The 10X Rule by Grant Cardone Greatest Lesson: Trust but verify. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Gino Barbaro is the co-founder of Jake & Gino, a vertically integrated multifamily real estate company that focuses on assets within their Buy Right(c) Criteria. In this episode, Gino discusses the value of relationships and personal accountability when it comes to raising capital. He also shares advice for those looking to get into coaching as well as those seeking real estate education resources. Gino Barbaro | Real Estate Background Co-founder of Jake & Gino Portfolio: 1,600 units $250 million AUM Based in: St. Augustine, FL Say hi to him at: Linktree Best Ever Book: Lead with a Story by Paul Smith Greatest Lesson: No deal is better than a bad deal. Focus on the long term. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Andy Crawford is the director of investor relations at Prosper Capital Co., a vertically integrated value-add multifamily syndicator. In this episode, Andy breaks down his most recent acquisition of a 27-unit property as well as discussing how his lack of delegation early on cost him scaling opportunities. Andy Crawford | Real Estate Background Director of Investor Relations at Prosper Capital Co. Portfolio: Prosper Capital Roughly 200 units Personal ownership 105 units Say hi to him at: Facebook LinkedIn Best Ever Book: Who Not How by Dan Sullivan & Benjamin Hardy Greatest Lesson: Partnerships are key! You truly go further together in commercial real estate. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeremy Dyer is the founder and managing partner of Starting Point Capital, which raises capital through co-GP and SPV structures. In this episode, Jeremy discusses why he prefers working with vertically integrated sponsors, the deal-specific questions he asks to evaluate investments, and the lessons he’s learned from not doing due diligence on sponsors. Jeremy Dyer | Real Estate Background Founder and managing partner of Starting Point Capital Portfolio: 24 LP investments (mostly multifamily) Three GP deals Three fund-of-funds deals Based in: Minneapolis, MN Say hi to him at: startingpointcapital.com LinkedIn Best Ever Book: The Hands-Off Investor by Brian Burke Greatest Lesson: Dig deep as an LP into the sponsor. It’s not enough to know, like, and trust them. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Luis Belmonte is the owner of Seven Hills Properties, a group of small-time developers who have built a portfolio of $150 million over the last 20 years. In this episode, Luis discusses why he has invested so heavily in affordable multifamily housing in the Bay Area, what his secrets are for getting retail tenants, and some of the key factors that negatively affect the real estate market. Luis Belmonte | Real Estate Background Owner of Seven Hills Properties Portfolio: Retail Industrial Multifamily — owns and manages six apartment buildings Based in: San Francisco, CA Say hi to him at: LinkedIn Best Ever Book: The Power Broker by Robert A. Caro Greatest Lesson: Be wary of the herd. When everyone is going in one direction, it might be time to try another. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. The average millionaire has between three and 10 income streams, proving the fact that in order to maximize your wealth building, you need to diversify. In this episode, Travis talks about three key ways to build those income streams to not only protect your financial future but create passive income that supports your lifestyle today. Click here to learn more about our sponsors: MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach Alms is managing partner at 507 Capital, a real estate private equity company focusing on acquiring assets in the Midwest. In this episode, Zach discusses why he loves retail real estate, what ideal vacancy rates are in a retail shopping center, and how to stress test a retail deal. Zach Alms | Real Estate Background Managing Partner at 507 Capital Portfolio: Retail strip centers Small multifamily properties Based in: Mankato, MN Say hi to him at: 507capital.llc LinkedIn Best Ever Book: Who Not How by Dan Sullivan Greatest Lesson: Take the leap. Whatever the lesson is, be willing to take the leap and learn as you go! Click here to learn more about our sponsors: MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Grant Smith is the Principal at Sharper Capital Partners, an Ohio-based hard money lender committed to funding great projects for residential rehabbers. In this episode, Grant discusses how he studied hard money lending from the ground up to grow a substantial business and how he built a unique real estate portfolio consisting of self-storage, raw land, and an auto repair shop. Grant Smith | Real Estate Background Principal at Sharper Capital Partners Portfolio: 80,000 square feet of self-storage 18 acres of raw land A NNN auto repair shop Based in: Cincinnati, OH Say hi to him at: sharpercapitalpartners.com LinkedIn Best Ever Book: Atomic Habits by James Clear Greatest Lesson: It’s ok to trust, but verify as well. Do your due diligence before getting involved with a partner or deal. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices

Bonus Operations is a series hosted by apartment owner/operator and Best Ever Show host, Slocomb Reed. In each five- to ten-minute episode, Slocomb provides his top takes for executing your business plan and maintaining cash flow. In this episode, Slocomb shares various options for bringing construction management in-house as you scale your portfolio and four of the reasons he chose to do so, including reducing overall expenses and adding a valuable skill to his resume. Click here to learn more about our sponsors: CASKX Techvestor MFINCON BAM CAPITAL Learn more about your ad choices. Visit megaphone.fm/adchoices