The Best Ever CRE Show

In this episode of the Actively Passive Investing Show, Travis Watts explains the concept of dollar-cost averaging and how this strategy typically applied to stock market investments can also be used with private placements. Click here to know more about our sponsors: Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Ronald “Ron” Rohde is the founder of a commercial real estate law firm where he primarily focuses on investor acquisitions and helping other investors buy commercial real estate. In this episode, Ron tells us about the importance of getting the right financing, when to consider using an open-ended fund, and the biggest lesson he’s learned as an investor himself. Ronald “Ron” Rohde | Real Estate Background Founder of Ronald Rohde Law, a commercial real estate law firm that handles commercial real estate transactions from entity formation, PSA negotiation, and due diligence review through closing. Portfolio: GP of three industrial NNN properties in DFW, over 100,000 sq ft. Based in: Dallas, TX Say hi to him at: ronaldrohdelaw.com Facebook LinkedIn YouTube Best Ever Book: Traction by Gino Wickman Greatest lesson: Just because you can do something doesn’t mean you should. Click here to know more about our sponsors: Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Perry Zheng is the founder and CEO of Cash Flow Portal, a real estate syndication software and investor portal. He got his start as a software engineer for Amazon and Twitter, then became an engineering manager for Lyft. He began syndicating during this time, which inspired him to launch Cash Flow Portal. In this episode, Perry discusses why he created the software, the factors that have contributed to its success so far, and his vision for the future of Cash Flow Portal. Perry Zheng | Real Estate Background Founder and CEO of Cash Flow Portal, a real estate syndication software and investor portal founded in April 2020. Portfolio: GP of 830 units LP of 3,000+ units Based in: Seattle, WA Say hi to him at: cashflowportal.com Linkedin Best Ever Book: How to Get Rich: One of the World's Greatest Entrepreneurs Shares His Secrets by Felix Dennis Click here to know more about our sponsors: Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the first Best Ever Round Table, where the three Best Ever Show hosts come together for a deep dive into a commercial real estate investing topic. In this episode, Ash Patel, Slocomb Reed, and Travis Watts discuss when they think active investors should consider passively investing. Here are some of their responses: Click here to know more about our sponsors: Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Bruce Wuollet got his start in real estate by chasing tax lien foreclosures on single-family homes in 2002. That led to wholesaling, and by the time he was introduced to multifamily, he had flipped over 2,000 houses across Phoenix. Today, Bruce buys fix-and-hold multifamily properties in Arizona, New Mexico, and Texas as founder and CEO of Bakerson. In this episode, Bruce discusses how he selects the right investors for buy & hold deals. Bruce Wuollet | Real Estate Background Founder and CEO of Bakerson, which buys fix-and-hold multifamily properties in Arizona, New Mexico, and Texas. Portfolio: GP of 1,000 units Based in: Carefree, AZ Say hi to him at: bakerson.com LinkedIn Best Ever Book: Blind Ambition: How to Go from Victim to Visionary by Chad E. Foster Greatest lesson: Inflation is not an increase in prices. Rather, it is the increase of money supply. And with that, appreciation is increased value MINUS inflation. Click here to know more about our sponsors: Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the first episode of Beyond Multifamily, hosted by non-residential commercial real estate investor and Best Ever Show host, Ash Patel. Ash’s goal for this series is to introduce you to the world of non-residential commercial real estate investing and teach you how to look at and underwrite different commercial asset classes. In today’s episode, he shares the top seven reasons why he invests in non-residential commercial real estate, and why he thinks you should expand your horizons and do the same. Click here to know more about our sponsors: Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Ryan Chaw became a pharmacist in 2016, but he soon realized real estate was the best way to create generational wealth. He purchased his first property — a single-family home in Stockton, CA — that he repurposed as student housing and rented out by the room. Today, Ryan has six such properties. In this episode, he shares how he got into student housing and his tips for marketing to tenants and finding deals. Ryan Chaw | Real Estate Background Full-time pharmacist who invests in student housing. His process is purchasing single-family homes, creating extra bedrooms, and then renting out by the bedroom. Portfolio: GP of 27 doors across six properties Based in: Sacramento, CA Say hi to him at: Facebook Instagram: @caocao8888 Click here to know more about our sponsors: Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Travis shares his thoughts on two very different value-add multifamily deals he was a part of as an LP in the past. He uses these examples to explain why focusing on net operating income (NOI) versus simply evaluating an operator by previous IRRs can make a huge difference. Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Johnny Wolff is the founder of HomeRoom, a real estate investment platform that increases investors’ rent by 50% by enabling them to invest in single-family homes remotely and rent out each room separately. In this episode, Johnny walks us through how investing with the platform works, what the target markets and demographics are like, and how they identify the ideal properties for their investors. Johnny Wolff | Real Estate Background Founder of HomeRoom, which focuses on remote investing via co-living apartments and buildings. Portfolio: GP of 22 units Based in: Kansas City, MO Say hi to him at: livehomeroom.com Facebook LinkedIn Best Ever Book: The 50th Law by 50 Cent and Robert Greene Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Before becoming managing director of Gruszynski Capital, Gabe Gruszynski was a U.S. Marine, which led to a successful career in the telecom industry. He officially left the industry a few months ago, however, to focus on real estate with his wife. The two got into the business five years ago, and they’ve been focusing on multifamily, RV parks, and mobile home parks for the last two years. In this episode, Gabe dives into the numbers on his latest deals, explains why he likes to contact sellers directly, and shares how he became a commercial loan advisor. Gabe Gruszynski | Real Estate Background Managing director at Gruszynski Capital, which invests in value-add multifamily real estate (apartments, RV parks, and mobile home parks being their primary focus). Portfolio: GP of 56 units Based in: Trophy Club, TX Say hi to him at: gruszynskicapital.com Facebook Instagram: @gruszynskicapital Linkedin Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Boettinger has been in the mobile home park space as an owner, operator, and investor for six years. Throughout that time, he worked with different groups and partners before becoming a principal at M2K Partners LLC. In this episode, Matt talks to us about the challenges he’s currently facing in the mobile home parks space and the ways he and his partners are adapting to overcome the increasingly competitive market. Matt Boettinger | Real Estate Background Principal at M2K Partners LLC, which owns, invests in, and operates mobile home parks. Portfolio: GP of seven parks across four states with just under 800 sites LP of one park in AZ with 50 sites Based in: Johns Creek, GA Say hi to him at: mhpteam.com Instagram: @mhpmatt Linkedin Best Ever Book: *Tribe of Millionaires* by David Osborn Greatest lesson: The right partners are key. Partners aligning on goals is key. I sold two parks with two other partnerships because our goals didn’t align. Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Leka Devatha got into real estate in 2014 after moving to the U.S. from India in 2005. She has flipped single-family homes, office buildings, and multifamily real estate. Today, she is focused on doing her first multifamily syndication, for which she was able to raise $1M in four days. In this episode, Leka shares how she did it and why she invests solely for appreciation vs. cash flow, plus how she made $1M on a single flip. Leka Devatha | Real Estate Background President of Rehabit Homes, Inc., a company focused on residential and commercial redevelopment. Portfolio: Flipped over 50 single-family homes and four commercial buildings. Based in: Seattle, WA Say hi to her at: https://www.rehabithomes.com/ Linkedin Instagram Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

At 20 years old, Jeffrey Donis is on the fast track to success in the commercial real estate space alongside his two brothers. Through self-education, networking, and exceptional ambition, they broke into the multifamily space in early 2021. Today, the brothers have three deals under their belt and are working on their fourth. In this episode, Jeffrey discusses what drew him and his brothers to commercial real estate, how they were able to scale so quickly, and what they hope to accomplish. Jeffrey Donis | Real Estate Background Head of Investor Relations at Donis Investment Group, which syndicates apartment complexes typically over 100 units. They target value-add, B- and C-class assets in GA, NC, and FL mainly. Portfolio: GP of 636 units across three properties Based in: Durham, NC Say hi to him at: donisinvestmentgroup.com Linkedin @donisbrothers on all social platforms Best Ever Book: Think Like A Monk by Jay Shetty Greatest lesson: The only thing holding you back is you. Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Although Paul Larson got his start in multifamily, he happened to stumble upon a mobile home park in 2019 and fell in love with the asset class. He and his partner purchased a small RV park the following year and soon pivoted, accumulating 600 units and making RV parks the star of their portfolio. In this episode, Paul walks us through the challenges that come with maintaining an RV park, how he adds value to his properties, and how he finds value-add mom-and-pop deals. Paul Larson | Real Estate Background Owner of Larson Real Estate & Investments LLC, a real estate investment company that focuses on buying value-add cash flowing multifamily assets 75 units and up. Portfolio: GP of $35M multifamily that totals over 600 units with almost all being RV parks now. Based in: Fort, AL Say hi to him at: larsonrei.net Facebook Instagram: @_paul_larson LinkedIn Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Travis explains how to vet a syndication deal as a passive investor from beginning to end in five minutes or less. Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Tech entrepreneur Kranti Ponnam says commercial real estate is in his blood. Both his father and father-in-law were heavy real estate investors in India, and Kranti is passionate about commercial real estate investing — luckily, it comes naturally to him. In this episode, Kranti covers the natural correlations between tech entrepreneurship and commercial real estate investing, the benefits of in-house property management, and the business skills that have been most important to his real estate career. Kranti Ponnam | Real Estate Background Director of capital at Four Oaks Capital, a multifamily investment firm. He owns and manages five different companies varying from IT services and staffing to background checks. Portfolio: GP of 829+ units LP of 1,500 units Based in: San Diego, CA Say hi to him at: serodacapital.com krantiponnam.com Instagram: @krantiponnam Linkedin Twitter: @krantitweet Best Ever Book: Traction by Gino Wickman Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Kim Radaker has been in real estate for 15 years, and during that time, she and her team have purchased 25 properties, taking 15 of them full cycle. Every time her organization can’t find a vendor to serve their needs, they build a solution internally. As a result, Exponential Property Group handles materials import, interior construction, renovation, and graphic design in-house. In this episode, Kim discusses her motivation for vertical integration, how she finds multifamily deals today, and how prioritizing everyone her business impacts has been the key to scaling. Kim Radaker Bays | Real Estate Background Founder and principal of Exponential Property Group, a multifamily real estate investment firm that has bought and sold over 9,000 apartment units over the last 10 years. Portfolio: GP of 3,219 units Based in: Southlake, TX Say hi to her at: www.exppg.com LinkedIn Best Ever Book: Leadership and Self-Deception: Getting Out of the Box by The Arbinger Institute Greatest lesson: It is so important to remember all the people that the real estate business touches including residents, employees, and investors. Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

For the last 14 years, Simplified Real Estate Investments Founder and CEO Joe Danza has focused on cash flow. After getting his start as a buy-and-hold investor, he and his team are continuing to see returns from those investments, allowing them to branch out into different asset classes while Joe also works two W-2 jobs. In this episode, Joe discusses getting into real estate in the midst of a market crash and how trust is the key factor when it comes to vetting operators and establishing self-management in a market at a distance. Joseph Danza | Real Estate Background Founder and CEO of Simplified Real Estate Investments LLC, which invests in multiple real estate asset classes including residential, vacation rentals, and multifamily investment properties. Portfolio: LP of: 168 units in Joplin, MO 113 units in Columbia, SC Based in: Northern Virginia/Washington, D.C. Say hi to him at: Facebook Instagram: @josephdanzaofficial https://multifamilyconference.ca/ Promo Code: JOE10 Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Self-storage is a family business for John C. Lindsey. His father got started in the business in 1969, and in 2012, John and his brother started Lindsey Self Storage Group. They have participated in virtually every aspect of the business: brokerage, owning a portfolio of stores, owning a management company, and building sites. Today, he says their focus is on self-storage brokerage. In this episode, John talks about being a second-generation self-storage investor, some of the high-level tactics of how to be successful, and shares advice for multifamily operators and investors interested in transitioning to self-storage. John C. Lindsey | Real Estate Background Co-founder and President of Lindsey Self Storage Group, which focuses on self-storage brokerage, development, and management. Portfolio: Recently exited a 400k NLSF self-storage portfolio. Based in: Durham, NC Say hi to him at: www.lindseyselfstoragegroup.com LinkedIn Best Ever Book: Greatest lesson: Don't step over dollars to chase pennies. Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Self-described “reformed attorney” Ashley Tison is passionate about helping business owners mitigate taxes through programs like Opportunity Zones. That’s why he co-founded OZPros.com — to democratize entrepreneurs’ ability to utilize Opportunity Zones to save on their taxes. In this episode, Ashley breaks down how Opportunity Zone funds work and how OZPros.com serves as both an educational tool and an investment opportunity. Ashley Tison | Real Estate Background Co-founder of OZPros.com. He’s an attorney and entrepreneur focused on helping real estate investors reduce their tax liability. Based in: Charlotte, NC Say hi to him at: Linkedin OZPros.com Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Bob Voelker has taken on several different titles throughout his career. He started out as a CPA, then attended law school and became the first attorney in Texas to focus on low-income tax credit projects as a practice area. He then became a real estate developer focused on urban complex, mixed-use, and high-rise residential projects. Now retired, he recently authored his own book, Managing the Complexities of Real Estate Development. In this episode, Bob explains how he got into development, the lessons he’s learned, and how his tax credit knowledge has helped him along the way. Bob Voelker | Real Estate Background Retired after 38 years as a real estate attorney and developer focused on urban complex, mixed-use, and high-rise residential projects. Joint ventures with other developers and real estate syndications. Author of Managing the Complexities of Real Estate Development, a training manual for young developers, attorneys, and debt and equity associates. Based in: Athens, GA Say hi to him at: Linkedin Twitter: @DFWUrbanist Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Travis highlights three common industry practices for how general partners often predict future sale prices. Want more? We think you’ll like this episode: JF2571: How Does the Single-Family Housing Market Impact Multifamily Apartments? | Actively Passive Investing Show 59 Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2014, Harvard University graduate Ryan Williams chose to step away from his promising career with Blackstone to pursue his passion for leveling the playing field when it comes to real estate investing. He began to build what he calls the next-generation leading real estate investment platform focused on enabling individuals and larger institutions to directly invest in yield-oriented commercial real estate. In this episode, Ryan breaks down the plan he has for Cadre and how the platform will soon allow anyone with $100 to spare to invest in real estate. Ryan Williams | Real Estate Background Founder and CEO of Cadre, a commercial real estate investment platform. Portfolio: $3.5 billion of properties across the United States spanning office buildings, multifamily developments, industrial, and hospitality. Based in: New York, NY Say hi to him at: www.cadre.com Twitter: @RyanAWms, @CadreRE LinkedIn: Ryan Williams, Cadre Best Ever Book: The Untethered Soul by Michael Singer Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Haskin accidentally became a commercial real estate investor, landlord, and property manager after purchasing a set of old cannery buildings. It was a heavy lift project from a value-add perspective, and Scott handled much of the work himself. In 2011, he 1031-ed the property into an office building in the central business district of Lincoln, NE. In this episode, Scott and Ash discuss what actions can be taken to increase the office building’s occupancy after a recent decline Scott Haskin | Real Estate Background Founder of Has Properties LLC, where Scott focuses on asset and property management. Portfolio: GP of a commercial property (warehouse and office), an office building, fourplex, duplex, and a single-family rental. Based in: Gardnerville, NV Say hi to him at: LinkedIn Best Ever Book: Making it in Real Estate: Starting Out as a Developer by John McNellis Commercial Real Estate Investing: A Step-by-Step Guide to Finding and Funding Your First Deal by Mike Sowers Greatest Lesson: Taking the time to properly screen and select tenants. Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Former wildlife management conservation biologist Mason Moreland grew up thinking he’d be the next Steve Irwin. As soon as he graduated college, however, he caught the real estate bug and started investing in single-family homes with his father and brother. Today, Mason is able to combine both his passions as GP of $15.75M n vineyards held by Texas Vine Country, where he is a managing partner. In this episode, Mason explains the ins and outs of Texas vineyard development, operation, and investment. Mason Moreland | Real Estate Background Managing partner at Texas Vine Country (TVC), which raises capital for, develops from the ground up, and operates large mechanized wine-grape vineyards in Texas. Portfolio: GP of $15.75M in vineyards held by TVC solely (~350 acres) $13.5M of additional syndicated vineyard in development currently Based in: Midland, TX Say hi to him at: texasvinecountry.com LinkedIn Best Ever Book: How to Win Friends & Influence People by Dale Carnegie Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam Benton owns Stellar Senior Living, a family business in which he has partnered with his father and brother-in-law for the last 10 years. Today, Adam is GP of 4,000 units including independent, assisted living, memory care, and skilled nursing. In this episode, he laid out the five most important concepts investors need to understand before adding this alternative investment class to their portfolios. Adam Benton | Real Estate Background Owner of Stellar Senior Living, which develops, acquires, and operates senior housing properties in nine states. Portfolio: GP of 4,000 units including independent, assisted living, memory care, and skilled nursing LP of hotels and apartments Based in: Salt Lake City, Utah Say hi to him at: stellarliving.com LinkedIn Greatest lesson: During due diligence, sometimes the smallest question highlights the biggest issues. Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Dulmage has been a passionate investor for most of his life. He’s been in the game since before online resources were a thing, conducting his research the old-fashioned way — by reading lots of books. Today, he is a full-time commercial broker at Hartsock Realty based in Lima, OH. In this episode, Jeff shares how he balances being both a broker and investor, the numbers on his recent 26-unit apartment deal, and why it’s a great time to be an investor in Lima. Jeff Dulmage | Real Estate Background Full-time commercial agent/broker/team leader at Hartsock Realty, which helps investors find, evaluate, purchase, and manage their properties. He’s also a syndicator and focuses on small to mid-size multifamily (150 units), along with single-family. Portfolio: GP of 26 units LP of 69+ units Based in: Lima, OH Say hi to him at: www.hartsockrealty.com LinkedIn Social media: #jdthedealmaker Best Ever Book: *The Great Reset* by Glenn Beck Greatest lesson: The importance of growing a successful team and having a strong culture in your organization. Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

After excelling in direct sales for 12 years, Eric Chadderdon recently made the shift to multifamily real estate. One year into the business, Eric is co-founder and managing partner of Gibby’s Capital Investments with 368 doors. He says he’s learned many things in his first 14 months and has made many mistakes, but what he’s learned has helped propel him to where he is now. Eric Chadderdon | Real Estate Background Co-founder and managing partner of Gibby’s Capital Investments, a multifamily investment firm that focuses on large-scale value-add properties (100–350 units). Portfolio: GP of 368 units He went from 0 to 368 doors as GP within his first year. Based in: Houston, TX Say hi to him at: gibbyscapital.com Facebook LinkedIn Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Travis Watts explains one fundamental key point about multifamily investing that is often overlooked. Like a business, multifamily apartments are primarily valued at the net operating income (NOI) that they produce. The metrics used to determine the value of a multifamily property are its income generation and what kind of multiple a buyer is willing to pay if they want to purchase that income stream. Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Multifamily syndicator Liz Faircloth began her real estate journey when she and her (now) husband, Matt Faircloth, purchased their first duplex 16 years ago. Since launching the DeRosa Group together in 2005, they now have $130M under control and management. Throughout this process, Liz met her partner, Andresa. As they did deals together, they realized they had a shared passion and need to bring women together in the real estate space — so together, they created the InvestHER community. Liz Faircloth | Real Estate Background Co-founder of DeRosa Group, a large value-add multifamily syndication. Portfolio: $130M in AUM Co-founder of The Real Estate InvestHER, a community that empowers women in real estate to live a financially free and balanced life on their own terms. Based in: Philadelphia, PA Say hi to her at: www.therealestateinvesther.com derosagroup.com Facebook Instagram: @therealestateinvesther Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Industrial real estate broker and investor Chad Griffiths stumbled onto the asset class he now knows and loves by complete accident. When he joined a company as a broker in 2005, his mentors were heavily involved in industrial real estate, so he naturally ended up learning all about it. Today, he is a partner at NAI Commercial Real Estate and invests in properties as well. In this episode, Chad discusses the state of the industrial space across various markets and explains why now is the ideal time to get in on it. Chad Griffiths | Real Estate Background Partner at NAI Commercial Real Estate. He’s an industrial real estate broker and investor, focusing on cash flowing industrial properties with the goal of incrementally raising rents and values by extension. Portfolio: GP of five industrial properties ranging from $400,000 to $4,500,000 Owns several industrial REITs in the U.S. LP of one multi-tenant office/retail property Based in: Edmonton, Alberta, CA Say hi to him at: industrialize.com LinkedIn YouTube Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Wilson has always been an entrepreneur. After selling the flooring business he owned, he wasn’t sure where to focus his energy next. That’s when he discovered real estate. Today he’s focused on commercial real estate projects — mainly RV parks and boat/RV storage. He’s an enthusiastic investor with a never-ending stream of creative ideas about how to make the RV park and storage space better for himself, his investors, and his tenants. Sam Wilson | Real Estate Background Founder of Bricken Investment Group, which syndicates commercial real estate assets in RV parks and the RV and boat storage industry across the United States. Portfolio: GP in multifamily, RV, boat storage, and self-storage. Based in: Memphis, TN Say hi to him at: www.brickeninvestmentgroup.com Facebook Instagram: @howtoscalecre LinkedIn Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Before he became a multifamily syndicator, Brendan Chisholm worked for multiple Fortune 500 companies. His previous roles in program management, lender management, operations, and contract negotiation all helped him cultivate the skills needed to excel in asset management. In this episode, Brendan discusses his firm’s latest value-add deals, what the asset management process has been like, and his advice for syndicators who struggle with organization. Brendan Chisholm | Real Estate Background Founder of BKC Holding, LLC, a multifamily investment firm. Portfolio: GP of 53 units in Newnan, GA LP of: 272 units in Houston, TX 64 units in Columbia, SC Based in: Stamford, CT Say hi to him at: bkcholding.com brendanchisholm.com Email: [email protected] Instagram: @bkc_holding Linkedin Best Ever Book: Zeckendorf by William Zeckendorf Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

L.A.-based musical composer Bryan Miller knew he needed a retirement plan, so naturally, he started buying and investing in real estate as both a GP and LP. He was so successful that he now co-owns Capital Stack Investments while still working as a composer for TV and film. After sharing how he got into development and how he develops build-to-rent deals in LA, Bryan took some time to explain in detail what he looks for in potential GPs. Bryan Miller | Real Estate Background Co-owner of Capital Stack Investments, which curates development projects in the Los Angeles area. Portfolio: GP of: 37-unit small lot subdivision in Los Angeles 9-unit in Long Beach, CA 40 units of single-family and multifamily LP of 15+ deals, including mobile home, retail, multifamily, self-storage, and seven development deals Also the owner of Sensory Overload Music, a TV, commercial, and film composition company where he has worked with Disney, NBC, ABC, Lionsgate, Touchstone, Paramount, and more. Based in: Rancho Mission Viejo, CA Say hi to him at: capitalstackinvestments.com sensory-overload.com Instagram: @capitalstackinvestments Instagram: @sensoryoverloadmusic LinkedIn: Capital Stack Investments LinkedIn: Sensory Overload Music Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Young and hungry, Jeremiah Boucher got his start in commercial real estate by sourcing mobile home park deals during the Great Recession. Since then, he’s created his own management company and branched out into the self-storage space. In this episode, Jeremiah tells us how he found his edge as a young investor, what drew him to self-storage, and what advice he has for investors in both asset classes today. Jeremiah Boucher | Real Estate Background Founder and CEO of Patriot Holdings, an investment firm that focuses on self-storage, mobile home parks, and flex industrial space. Patriot Holdings also owns All-Purpose Storage, which currently operates 30+ self-storage facilities throughout New England. Portfolio: $150M in AUM Based in: Las Vegas, NV Say hi to him at: https://www.patriotholdings.com/ https://www.storeallpurpose.com/ Facebook LinkedIn Twitter: @patriot1031 Best Ever Book: Open by Andre Agassi Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode of the Actively Passive Investing Show, Travis Watts highlights the major challenges multifamily investors are currently dealing with and shares his insights on how to successfully tackle each of them. Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Full-time registered nurse Cody Laughlin serves as managing partner and director of acquisitions for his Houston-based multifamily firm, Blue Oak Capital. Since joining forces with his two partners in 2019, Cody has learned a thing or two about navigating the hyper-competitive multifamily market. In this episode, he explains what actions have helped his team to acquire 750+ units across four properties. Cody Laughlin | Real Estate Background Managing partner at Blue Oak Capital, a multifamily acquisition firm focused on existing Core/Core+ multifamily assets across Central Texas. Portfolio: GP of $105M across 787 units Works full-time as a registered nurse. Based in: Houston, TX Say hi to him at: www.blueoakinvests.com Facebook Instagram: @blueoakcapital LinkedIn Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Marine Corps Veteran Robert Preston began wholesaling and flipping while still on active duty in order to make extra money. He then moved on to value-add Class C apartment buildings, but as cash flow and cap rates have compressed, he decided it was time to find a new niche. Robert began investing in mobile home parks next, and his current focus is on RV parks. In this episode, he shares why he is so passionate about this particular asset class. Robert Preston | Real Estate Background Co-founder of Climb Capital, an investment firm with CRE operators that specialize in RV parks. Portfolio: GP of 809 units, $45M in AUM Based in: Pensacola, FL Say hi to him at: www.climbcapital.com Facebook LinkedIn Best Ever Book: Pitch Anything by Oren Klaff Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

After purchasing his first property in 1998 based on little more than a gut feeling, Todd Nepola has come a long way as a commercial real estate investor. The Current Capital Real Estate Group founder shares his Best Ever advice for anyone who might be considering breaking into the industrial or retail spaces. Todd Nepola | Real Estate Background Founder of Current Capital Real Estate Group, a full-service management and leasing company that specializes in commercial retail and industrial spaces. Portfolio: GP of 25 buildings consisting of retail and industrial. Based in: Hollywood, FL Say hi to him at: currentcapitalgroup.com Instagram: @lifeaccordingtotodd Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeffrey Holst doesn’t have bad days. His commercial real estate journey has been an unconventional one, but today he’s focusing on living his best life, which includes pursuing his passion for value-add multifamily deals — and scuba diving! Jeffrey Holst | Real Estate Background Founder of Old Fashioned Real Estate, a value-add investment company that structures deals as syndications as well as JV deals. Portfolio: 300-unit JV deal GP of an office building, a strip mall, and a 100,000-sq. ft. industrial building LP of two hotels Based in: Chattanooga, TN Say hi to him at: www.jeffreyholst.com Instagram: @jeffreyholst Twitter: @jeffreyholst Best Ever Book: The Creature from Jekyll Island by G. Edward Griffin Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Marine Corps veteran Wesley Yates didn’t even learn about syndication until he attended his first commercial real estate event in 2019. He started his group, VFR Capital Investments, that same year. Wesley Yates | Real Estate Background Co-founder and CEO of VFR Capital Investments, a real estate investment and acquisitions company that is owned and operated by veterans and first responders. Portfolio: GP of 1,510 units for $150M in AUM Based in: Fort Worth, TX Say hi to him at: www.vfrcapitalinvestments.com Facebook LinkedIn Best Ever Book: The 7 Habits of Highly Effective People by Stephen R. Covey Greatest Lesson: Take your time picking your team. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Actively Passive Show host Travis Watts has dedicated his career to investing. After years of working in investor relations, reading hundreds of books from expert authors, listening to podcasts, and attending seminars, he’s compiled the top five fundamental tips he has heard again and again from expert investors. Want more? We think you’ll like this episode: JF2382: Cap Rates, Waterfalls, And Preferred Returns | Actively Passive Investing Show With Theo Hicks & Travis Watts Check out past episodes of the Actively Passive Investing Show here! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Ken Gee is a longtime multifamily syndicator who recently started his own fund. Ken tells us what his journey has been like, what he’s learned, and what advice he has for other syndicators looking to make the same transition. Ken Gee | Real Estate Background Founder of KRI Partners, part of the KRI Group of companies, which is a real estate syndication and real estate private equity firm that specializes in the acquisition and management of multifamily apartment assets located in the South. Portfolio: They have completed 16 deals (10,000+ units) worth ~$50M. They invest as LPs in all their deals, and Ken has personally invested in two deals as LP ($100,000). They focus on B/C class value-add multifamily between 100–250 units. They are GP of several syndications and one blind pool fund. They also do some third-party management. Based in: Cleveland, OH Say hi to him at: www.kripartners.com LinkedIn: KRI PARTNERS, Ken Gee Twitter: @kripartners YouTube: KRI PARTNERS Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Denver-based Sarah May and Cincinnati-based host Slocomb Reed discuss in-depth how cap rates and population growth impact the way investors operate in their very different respective markets. Sarah May | Real Estate Background Co-founder of Regency Investment Group, which owns and operates apartment communities. Their business model is to buy older properties that are in need of renovation and/or improved management. Portfolio: GP of five properties with over 450 units in Colorado, LP of 1,200+ units Based in: Denver, CO Say hi to her at: www.regencyinvestmentgroup.com Facebook LinkedIn Best Ever Book: The Go-Giver by Bob Burg Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim Bratz shares his insights on starting a business, starting over, making your time count, and maintaining balance through it all. Tim Bratz | Real Estate Background Previous episode: JF1471: From Credit Card Investment To A $90 Million Real Estate Portfolio with Tim Bratz CEO and founder of Legacy Wealth Holdings, a multifamily and commercial real estate investment company. Portfolio: GP of 4,000+ doors (approx. $400M) Based in: Charleston, SC Say hi to him at: Legacywealthholdings.com Instagram: @timbratz Facebook LinkedIn YouTube Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Suttles, managing partner at Disrupt Equity, faced a problem on his deal: there was 80% occupancy, but only 35% of the tenants were paying rent. Add in the crime rates and drug deals that occurred on the property, and he soon found himself having to do massive turnovers to the complex. Ben shares the lessons learned from this challenging deal and how he was able to turn it around for a profitable outcome. Ben Suttles | Real Estate Background Managing partner at Disrupt Equity, a multifamily real estate syndication firm dedicated to providing investors with strong passive income opportunities. Portfolio: Over $200+ million in AUM with 2,000 units across Texas and Georgia LP of 2,500 units Based in: Houston, TX Say hi to him at: www.disruptequity.com Facebook: Ben, Disrupt Equity Instagram: ben.suttles2, disrupt_equity Best Ever Book: Traction: Get a Grip on Your Business by Gino Wickman Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you create a unique short-term rental that will attract renters? Rich Somers, founder of FortuneCribs, reveals his strategy for creating “Instagrammable” STRs, selecting the right market, and pitching to investors. Rich Somers | Real Estate Background Founder of FortuneCribs, which helps clients buy short-term rentals that they design and manage. Managing partner at Pac 3 Capital, a syndication company that buys multifamily and short-term rentals. Portfolio: GP of 295 units Based in: San Diego, CA Say hi to him at: www.fortunecribs.com www.pac3capital.com Instagram: @rich_somers Best Ever Book: The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

What are the advantages of investing in retail over multifamily? Philip Block, Managing Partner for LBX Investments, made the shift from investing in apartments to shopping centers almost four years ago, and currently has $284.5M in AUM. In this episode, Philip details his underwriting process that has helped him close multiple deals. Phil Block | Real Estate Background Managing Partner for LBX Investments, which is a diversified commercial real estate investment firm. LBX Investments has a robust platform that oversees leasing, property management, asset management, construction, marketing, finance, and accounting efforts. Portfolio: $284.5M in AUM (syndicate equity investments — primarily into shopping centers) Based in: Los Angeles, CA Say hi to him at: www.lbxinvestments.com LinkedIn Twitter: @LBXInvestments Best Ever Book: Shoe Dog: A Memoir by the Creator of Nike by Phil Knight Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Could your next great investment opportunity be in Orlando, Florida? Travis Watts and guest Stephen Tilton dissect the Orlando market, analyzing its growth potential, demographics, and budding opportunities for both active and passive investors. Stephen Tilton | Real Estate Background Realtor at FLA Real Estate Services, which sources off-market and below market value properties while selling for top market price. Say hi to him at: [email protected] Facebook LinkedIn Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices