The Best Ever CRE Show

Vanessa Alfaro discusses her journey from being a single mom opening companies at 22 to founding multiple seven-figure firms across three countries. Vanessa shares insights into her real estate portfolio, which focuses on multifamily investments. She emphasizes the necessity to embrace technological advancements, particularly AI, to optimize operations in the real estate industry. Vanessa reveals how AI can be applied in various aspects of real estate, including acquisition, underwriting, asset management, investor relations, and marketing, providing real-life examples and platforms to streamline processes. Vanessa Alfaro | Real Estate Background Founder of Venus Capital, a women-owned multifamily real estate investment firm focused on technology and innovation. Portfolio: $50M in AUM in TX, LA, MS, and MO Based in: Beverly Hills, CA Say hi to her at: Instagram - @vanessavenuscapital LinkedIn Best Ever Book: Traction by Gino Wickman Greatest Lesson: You pay for education one way or another, either through coaching or through experience and mistakes. Click here to learn more about our sponsors: Techvestor Rent to Retirement SyndicationAttorneys.com BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Clint Harris is a professional investor and capital raiser with Nomad Capital, which focuses on converting and building Class-A climate-controlled storage facilities. In this episode, Clint discusses Nomad’s conversion strategies, specifically how to assess a property and recognize when the conversion opportunity is right. He also shares the struggles he faced actively managing 14 Airbnb properties and why he chose to change his investment focus. Clint Harris | Real Estate Background Professional investor and capital raiser for Nomad Capital Portfolio: 14 AirBnB units $100 million self storage AUM Based in: Wilmington, NC Say hi to him at: NomadCapital.us Best Ever Book: Traction by Gino Wickman Greatest Lesson: Inability to think ahead past the property at hand. Don’t paint yourself into a corner by limiting your thoughts to the deal right in front of you. Click here to learn more about our sponsors: Techvestor Rent to Retirement SyndicationAttorneys.com BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Bronson Hill talks about his transition from medical device sales into multifamily real estate and other diverse investments like ATMs, car washes, and oil and gas. Hill emphasizes the importance of cash flow, risk mitigation, and seeking value-add opportunities, providing insights into various investment strategies that can generate passive wealth. The conversation explores different investment avenues, discussing their potential rewards and risks. Bronson Hill | Real Estate Background Founder and CEO of Bronson Equity Portfolio: 2,000 multifamily units ATM machines Car washes Oil and gas Based in: Pasadena, CA Say hi to him at: https://bronsonequity.com/ Best Ever Book: Never Split the Difference by Chris Voss Greatest Lesson: Life has an action bias. Get started today. Click here to learn more about our sponsors: Techvestor Rent to Retirement SyndicationAttorneys.com BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach Lemaster is the founder & CEO of Rent To Retirement, one of the nation's leading turnkey investment companies that helps people achieve financial independence through turnkey investing. In this episode, Zach discusses the misconceptions surrounding the turnkey real estate investing industry, and what prospective investors need to know. He also shares why you should explore the build-to-rent industry now as overbuilding and increasing interest rates have made many deals available at below market rates. Zach Lemaster | Real Estate Background Founder & CEO of Rent To Retirement Portfolio: Single-family rentals Multifamily Commercial retail centers & luxury short-term rentals Based in: Denver, CO Say hi to him at: renttoretirement.com Best Ever Book: The E-Myth by Michael E. Gerber Greatest Lesson: Date before you marry in partnerships. Click here to learn more about our sponsors: Techvestor Innago Rent to Retirement BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Dana Bull is a real estate advisor at Dana Bull Real Estate Consulting, where she advises clients on ways to maximize wealth through real estate. In this unique episode, Dana discusses why she chooses NOT to grow her portfolio, having acquired all of her investment properties before the age of 30. She also explores the concept of investing simply for the love of investing rather than chasing ever-increasing goals and financial benchmarks. Dana Bull | Real Estate Background Real estate advisor at Dana Bull Real Estate Consulting, where she advises clients on ways to maximize wealth through real estate. Portfolio: Small multi-family properties Single-family properties Historic homes Based in: Boston, MA Say hi to her at: danabull.com Greatest Lesson: Stay small to win big. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Cody Bjugan is the founder of Allied Development, which finds off-market raw land with development potential and sells it to homebuilders. He is also the founder of VestRight, an educational platform that's helping investors do the same. In this episode, Cody discusses why the value in land deals is in the approvals and how to go about mastering these types of investments. He also shares how he is able to provide his investors with 20% preferred returns and why he chooses to control real estate rather than own it. Cody Bjugan | Real Estate Background Founder of Allied Development and VestRight Based in Scottsdale, AZ Say hi to him at: allieddev.com vestright.com LinkedIn Best Ever Book: The Gap and the Gain by Dan Sullivan Greatest Lesson: Don’t run from personal development and think you know everything. Aim to be wise and humble, and continue to learn and grow. Click here to learn more about our sponsors: 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. You should get to know yourself, your goals, and your values before tackling investments. But how do you figure out what your core values are? In this episode, Travis shares a simple way to discover your core values as well as how they can empower you to make decisions about other aspects of your life such as work, lifestyle, and finances. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Vikram Raya is the CEO and co-founder of Viking Capital, a multifamily boutique with nimble investment sourcing, structuring, execution and asset management capabilities. In this episode, Vikram talks about his transition from life as a practicing cardiologist to a full-time syndicator. He also warns against allowing your profession to become your personality, lessons he learned from bad syndication partnerships, and why you should stop leaning on agencies for your marketing and branding needs. Vikram Raya | Real Estate Background CEO and co-founder of Viking Capital, a multifamily boutique with nimble investment sourcing, structuring, execution and asset management capabilities. CEO and founder of Limitless MD, which helps top-level doctors make more passive and active income while pursuing their passions. Founder of Vitology Institute, which empowers functional medicine practitioners to provide proactive, predictive, personalized treatment and encourages patients to take an active role in their own health. Portfolio: $718M in AUM across 23 states Based in: Fairfax, VA Say hi to him at: Vikingmultifamily.com Vikramraya.com LinkedIn Best Ever Book: The Art of Impossible by Steven Kotler Greatest Lesson: Understand your goals and vision, and get the proper education to achieve them. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Pomerleau is the co-founder and director of investment strategy at LeavenWealth, a lead sponsor of value-add multifamily properties through syndication and JVs. In this episode, Chris discusses his newest project, Rayven, which is a Regulation A fund that is seeking to expand access to real estate investing for non-accredited investors while also saving the planet. He tackles some of the objections to Regulation A funds as well as the major benefits it provides investors. Chris Pomerleau | Real Estate Background Co-founder and Director of Investment Strategy at LeavenWealth Portfolio: $240M in AUM 2,700 units Based in: Omaha, NE Say hi to him at: leavenwealth.com joinrayven.com liquidlendingsolutions.com Best Ever Book: 10x Is Easier Than 2x by Benjamin Hardy and Dan Sullivan Greatest Lesson: Be passionate about helping people. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Matthew Amabile is the owner of Amabile Investments and host of the Financial Freedom Fast podcast. He is well-known for retiring at the age of 25 through real estate investing. In this episode, Matthew lays out the four-step roadmap for how he achieved financial freedom so early in life, his trick for building relationships to find the best deals, and what to do when you can’t bring capital to the table. Matthew Amabile | Real Estate Background Owner of Amabile Investments and host of the Financial Freedom Fast podcast Portfolio: Multifamily and single-family properties throughout NJ Based in: Phillipsburg, NJ Say hi to him at: Instagram Podcast Best Ever Book: $100M Offers by Alex Hormozi Greatest Lesson: Keep expenses low to save more and invest in cash-flowing assets. Use partners to supercharge your investing. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Aaron Yassin is the director of operations and design & planning at Hive Developers, which develops ground-up condominiums in Brooklyn with a focus on sustainability, energy efficiency, and design. In this episode, Aaron shares how his company maintains profitability in one of the most highly regulated markets in the world when it comes to ground-up construction and multifamily. He also discusses the design elements that are driving the future of development and the major risk factors you have to consider before entering NYC as a developer. Aaron Yassin | Real Estate Background Director of Operations and Design & Planning at Hive Developers Portfolio: Consolidated into a few LP positions, including Hive Developers’ own projects Based in: Brooklyn, NY Say hi to him at: designdrivesvalue.com LinkedIn Best Ever Book: You Are the Brand by Mike Kim Greatest Lesson: Know the obstacles to developing in a city like New York before you start, such as how to navigate troublesome neighbors and how the process works with the Department of Buildings. Click here to learn more about our sponsors: Techvestor Innago BAM Capitals Learn more about your ad choices. Visit megaphone.fm/adchoices

Faraz Hemani is the owner of Pebble Ridge Capital, which manages storage facilities with zero onsite staff through technology and automation. In this episode, Faraz talks about his recipe for success when it comes to acquiring and managing 10 self-storage facilities across four states. He also shares why he is expanding into flex industrial and advice for those looking to make the jump from storage. Faraz Hemani | Real Estate Background Owner of Pebble Ridge Capital Portfolio: 10 self-storage facilities in four different states Land for development Based in: Houston, TX Say hi to him at: LinkedIn Twitter Best Ever Book: Sapiens by Yuval Noah Harari Greatest Lesson: Intelligence/talent only takes you so far. Personality, hard work, and risk tolerance are everything. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Ash Patel is the founder of Invest Beyond Multifamily, which invests in daily-use, necessity-based commercial real estate properties in growth markets. He is also a host of The Best Ever Show podcast. This episode features a recent talk Ash gave at the Best Ever Cincinnati Real Estate Meetup. He discusses the major lessons he’s learned over the past 10 years as a full-time investor and advice for time management and goal setting. Click here to learn more about our sponsors: 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. When you’re trying to grow your net worth and forge a path to success, many people say to mimic the wealthy and successful. Well, most high-net-worth and ultra-high-net-worth individuals have a large portion of their portfolios in private equity. There are a variety of benefits to private equity such as diversification and tax advantages, but is it the right path for you? In this episode, Travis discusses how to make this decision. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Ruben Greth is the managing partner and full-time syndicator at Legacy Acquisitions, which raises capital for commercial real estate syndications. In this episode, Ruben shares his advice for developing an infrastructure around capital raising, how he deals with common objections from LPs, and the many benefits of ground-up development as it relates to build-to-rent projects. Ruben Greth | Real Estate Background Managing partner and full-time syndicator at Legacy Acquisitions Portfolio: 475 doors Three build-to-rent subdivisions in different phases of development Based in: Phoenix, AZ Say hi to him at: capitalraisershow.com legacyacquistions.com LinkedIn Best Ever Book: How to Own Your Own Mind by Napoleon Hill Greatest Lesson: Anytime you have the opportunity to keep real estate, do so. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Shane Thomas is the co-founder and managing partner at Catalyst Equity Partners, which specializes in multifamily real estate investing and repositioning well-located assets. In this episode, Shane shares communication tactics to keep investors primed for potential opportunities when deal flow is down, how he is diversifying with other asset classes while remaining focused on multifamily, and what he would have done differently to scale faster. Shane Thomas | Real Estate Background Co-founder and managing partner at Catalyst Equity Partners Portfolio: 1,900+ units $300M in assets under management Based in: Houston, TX Say hi to him at: catequity.com LinkedIn Best Ever Book: King of Capital by David Carey Greatest Lesson: Under-capitalizing our first heavy value-add deal. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Sief Khafagi is the founder of Techvestor, which provides investors with a strategic way to invest in short-term rental investment properties. In this episode, Sief discusses the short-term rental landscape as it stands today and how Techvestor is overcoming some of the common pitfalls many operators are encountering to thrive and build a strong portfolio. He also shares Techvestor’s business plan and how they identify ideal markets for their short-term rental properties. Sief Khafagi | Real Estate Background Founder of Techvestor Portfolio: 120+ short-term rentals Based in: Los Angeles, CA Say hi to him at: techvestor.com LinkedIn Best Ever Book: Purple Cow by Seth Godin Greatest Lesson: Go after the things that scare you, and find folks that are willing to take the ride with you. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Brooke Ceballos-Pinero is the CEO and co-founder of Empower Capital, which empowers people financially where they live, work, and play via passive investment opportunities through multifamily real estate acquisitions focusing on women and marginalized communities. In this episode, Brooke speaks the truth about why there aren’t more women in commercial real estate and how we can change that. She also discusses the power of mentorships and why showing up in person for yourself at events and masterminds can make all the difference in your career. Brooke Ceballos-Pinero | Real Estate Background CEO and co-founder of Empower Capital Portfolio: LP of 676 units GP of 581 units and one NNN lease Based in: Rocklin, CA Say hi to her at: Instagram LinkedIn Best Ever Book: Tools of Titans by Tim Ferriss Greatest Lesson: No deal is better than a bad deal. Investors are your lifeline and your reputation is everything. Don't risk it. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Fredo is the key principal and founder of Spring Capital Partners, which employs the BRRRR method to add value and refinance funds quickly, holding long-term for cash flow. In this episode, Jim shares his business plan and timeline for cash-out refinancing on multifamily deals, what he learned from a recent 28-unit purchase, and how he’s overcome the biggest struggle of finding adequate contractors to cover the renovations. Jim Fredo | Real Estate Background Key principal and founder of Spring Capital Partners Portfolio: 97 doors Single-family rentals and multifamily Based in: Pittsburgh, PA Say hi to him at: springcapital.partners Facebook LinkedIn Best Ever Book: Can’t Hurt Me by David Goggins Greatest Lesson: Be creative, but don’t force a deal. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Christine Hsu is the co-founder and COO of Noblivest, which is a syndication and fund that invests in commercial real estate, offering passive income opportunities to accredited investors who are interested in minimizing risk and maximizing cash flow. In this episode, Christine discusses the importance of due diligence when it comes to vetting deals, investors, and syndicators. She also shares her tips for attracting investors outside of your circle and why it’s important to always remember your “why”. Christine Hsu | Real Estate Background Co-founder and COO of Noblivest Portfolio: Five rental properties in Philadelphia and NY GP/fund manager of 1,400+ units in AL, AZ, FL, and TX Based in: Westchester, NY Say hi to her at: noblivest.com LinkedIn Best Ever Book: Getting to Neutral by Trevor Moawad Greatest Lesson: Figure out your why, and ground yourself in it. When things aren’t going right, it’s easy to lose motivation, but remember why you're in this can get you through it. Click here to learn more about our sponsors: 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 dilemma many Americans face by not investing enough, and instead being sucked into the power of consumer culture. He shares his experience with living below his means in order to achieve his goal of earning enough passive income to retire early, and encourages people to do the same. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Corey Peterson is the CEO of Kahuna Investments, which is focused on income-producing multifamily opportunities in stable and emerging U.S. markets. They target high-yield passive cash flow and long-term capital appreciation through strategic acquisition and superior asset management. In this episode, Corey talks about how to create productive relationships with brokers, why he chose to vertically integrate his property management company, and how he would advise a new investor to approach raising capital for the first time. Corey Peterson | Real Estate Background CEO at Kahuna Investments Portfolio: 10 multifamily/student units 3,200+ beds valued at over $250M Based in: Phoenix, AZ Say hi to him at: kahunainvestments.com LinkedIn Best Ever Book: A CEO Only Does Three Things by Trey Taylor Greatest Lesson: Free advice is always expensive. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Arn Cenedella is the founder of Spark Investment Group, which helps people leverage passive real estate investments to grow their wealth, simplify their portfolios, and create the lives they’ve always wanted to live. In this episode, Arn reflects on his 40+ years of real estate investing experience to share what he’s learned from going through several market cycles. He also discusses what to focus on as a young investor and how that should change as you age. Arn Cenedella | Real Estate Background Founder of Spark Investment Group Portfolio: GP on 1100 units totaling $140 million in AUM Based in: Greenville, SC Say hi to him at: investwithspark.com LinkedIn Best Ever Book: Golf in the Kingdom by Michael Murphy Greatest Lesson: Invest in real estate over a 10- to 15-year period, and you will be much farther ahead than you are today. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Rachael Jones is the founder of Clover Capital Group, which syndicates B- and C-class, value-add multifamily and mobile home parks primarily in the Charlotte MSA. In this episode, Rachael shares her journey from being an engineer managing global projects to a real estate investor with $15 million in AUM. She also discusses her creative solution to a mobile home park investment with four vacant lots and lessons she learned from a non-performing property manager. Rachael Jones | Real Estate Background Founder of Clover Capital Group Portfolio: 150 units and $15MM AUM Based in: Charlotte, NC Say hi to her at: clovercapitalgroup.net LinkedIn Best Ever Book: The Score Takes Care of Itself by Bill Walsh Greatest Lesson: How much value there is in excellent customer service, even for lower-end assets. Click here to learn more about our sponsors: Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

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