The Best Ever CRE Show

Want to up your underwriting game? Nelson Lin, a data scientist and multifamily syndicator, shares his strategies for analyzing data, including how to create your own database, ways to deduce value-add opportunities, rent pricing, and more! Nelson Lin | Real Estate Background Multifamily syndicator, data scientist, and founder of Subtle Asset Management, which consults data science for other commercial real estate firms to help them organize data and apply machine learning algorithms. Portfolio: GP of 164 units (72 in Chicago, 92 in Jacksonville) LP of 3,000+ units and two industrial properties Based in: Austin, TX Say hi to him at: subtleassets.com Instagram: @subtlerealestate Facebook Best Ever Book: The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success by Dan Sullivan 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 make the jump from being Limited Partner to General Partner? Maggie Cheung, co-founder of Sage Investing Group, took the same leap and now is GP of over 2,800 units. Maggie reveals how she went from LP to GP, and discusses her business’ strategy for targeting financial experts as investors. Maggie Cheung | Real Estate Background Co-founder of Sage Investing Group, which provides multifamily real estate investment opportunities to investors who are auditors, accountants, or finance by trade. Portfolio: GP of ~2,800 units ($227M in AUM) LP of ~1,700 units Based in: Bergen County, NJ Say hi to her at: www.sageinvestinggroup.com Instagram: @sage_investing_group Facebook YouTube Best Ever Book: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear 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 know what asset class is right for you? In this episode, Zach Morrow—VP of Investor Relations at Boron Capital—shares how he selects his investment assets and the advantages of long-term holds. Zach Morrow | Real Estate Background VP of Investor Relations at Boron Capital, which sets up investment structures to help accredited investors invest confidently in alternative assets. Portfolio: GP of self-storage, mobile home communities, corporate housing, wedding/event venues, blockchain, and crypto assets Based in: Lubbock TX Say hi to him at: boroncap.com Instagram: @zjmorrow Facebook Text “info” to 877-771-0615 Best Ever Book: Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio 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

When a mentor offered to grab coffee with Alessandra Thompson if she was ever in town, Alessandra didn’t hesitate. The next day, she showed up to Nashville, and that coffee date ended with a business partnership. Alessandra shares how she made the bold move to move across the country from California to Tennessee, her experience as an underwriter and asset manager, and what she’s planning for the future. Alessandra Thompson | Real Estate Background Analyst/underwriter and asset manager at Yarusi Holdings, a multifamily investment firm. Portfolio: 36-unit syndication as GP Currently working on a multifamily Airbnb conversion and raising capital for a 76-unit. Based in: Nashville, TN Say hi to her at: authenticacquisition.com [email protected] Best Ever Book: Psycho-Cybernetics: Updated and Expanded by Maxwell Maltz 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

Investor Soli Cayetano was able to retire at the age of 23 thanks to her popular Instagram account, Lattes and Leases. In this episode, Soli reveals the social media strategy that helped her connect with private money lenders to fund her deals and how she plans to grow in the future. Soli Cayetano | Real Estate Background Principal at Queen City Communities, a real estate investment firm focused on value-add acquisitions. Portfolio: GP of 25 doors (four flips and several buy-and-hold properties ranging from 1-10 units). 24-year-old investor who is building additional capital through single family flips to fund multifamily projects. Based in: Cincinnati, OH Say hi to her at: Instagram: @lattes.and.leases LinkedIn Best Ever Book: The Comfort Crisis: Embrace Discomfort To Reclaim Your Wild, Happy, Healthy Self by Michael Easter 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

Are the returns on RV resorts worth the risk? For Greg Scully, an apartment and RV resort syndicator, the numbers don’t lie: with risk comes reward. Greg divulges why the market for RV resorts has high-growth potential, and also shares how he found and value-added his RV resorts. Greg Scully | Real Estate Background Co-founder of Real Wealth Solutions, which focuses on apartment syndication. Portfolio: GP of 171 units and a total of 226 pads across three RV resorts. Based in: Johnson City, TN Say hi to him at: www.realwealth.solutions LinkedIn Best Ever Book: You're About to Make a Terrible Mistake!: How Biases Distort Decision-Making and What You Can Do to Fight Them by Olivier Sibony 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

In this encore episode, Travis Watts and Theo Hicks provide their insight on reaching early retirement, navigating financial freedom, and setting goals following retirement. Want more? We think you’ll like this episode: The Best Ever Q1 2022 Multifamily Update | Actively Passive Investing Show with Travis Watts Check out more episodes of the Actively Passive Investing Show here! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you find insurance and risk management hard to navigate? In this episode, Danielle Lombardo, Senior Vice President at Lockton, offers her expertise on selecting good insurance brokers and what common mistakes she sees investors make when choosing insurance plans. Danielle Lombardo | Real Estate Background Chair of Global Real Estate Practice within Lockton Companies, a global insurance broker and risk management consultant. She’s an insurance broker and consultant for a variety of types of CRE firms. Within her specific team, they are focused on providing these services to real estate firms (owners, operators, developers, REITs, etc.) operating in all asset classes. Based in: NYC, NY Say hi to her at: LinkedIn Best Ever Book: Twelve Hours' Sleep by Twelve Weeks Old by Suzy Giodarno 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

Struggling to find off-market deals? Dedric Polite, co-host of A&E series 50/50 Flip, shares his strategy for finding direct-to-seller deals, and how his method helped him close on his latest mobile home park. Dedric Polite | Real Estate Background Chief Investment Officer of Be Polite Properties LLC, which owns and operates income producing single-family, multifamily, and commercial real estate. Portfolio: GP of 42-unit mobile home park and 66 units. He and his wife, Krystal Polite, host the A&E home series 50/50 Flip, a six-episode series following the Polites as they renovate and flip 10 single-family and multifamily homes, each one for under $50,000 and all in under 50 days. Based in: Burlington, NC Say hi to him at: www.dedricandkrystal.com 50/50 Flip Facebook: Dedric, Krystal Instagram: @dedricpolite, @bepoliteproperties LinkedIn: Dedric, Krystal Twitter YouTube Best Ever Book: Never Split the Difference by Chris Voss 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

Sam Sells went from buying his first mobile home park with a credit card to having $66,000,000 in assets under management. In this episode, Sam shares how he scaled his portfolio, along with his experiences working with institutional investors and how it compares to syndication. Sam Sells | Real Estate Background Founder of Wild Mountain Capital, a real estate syndication firm. Portfolio: GP of 1,230 units for $66M in AUM. The firm is currently in the process of selling a portion of their assets and are projected to provide an average 30%+ annualized return to their investors. Syndicated 21 multifamily, self-storage, and mobile home community deals in the last three years, with a current focus on multifamily in Texas and Oklahoma. Based in: San Antonio, TX Say hi to him at: www.wildmountaincapital.com LinkedIn Best Ever Book: The Mission, the Men, and Me: Lessons from a Former Delta Force Commander by Pete Blaber 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’s the best way to find multifamily deals? According to Beau Beery, it’s having a good relationship with a broker! As a multifamily broker, Beau reveals how high-net-worth investors find and make deals, how they increase the probability of making more deals, and what you can learn from their strategies to scale your portfolio. Beau Beery | Real Estate Background Founder of Beau Beery Multifamily Advisors. Multifamily broker specializing in conventional and student housing over 10 units in the northern half of Florida. Author of Multifamily Investors Who Dominate Based in: Gainesville, FL Say hi to him at: www.beaubeery.com Facebook Instagram LinkedIn TikTok Twitter YouTube Best Ever Book: Deep Work: Rules for Focused Success in a Distracted World by Cal Newport 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

Ace Karimi, co-founder of Invest Capital, began his real estate journey with his business partner focusing on single family wholesale and flipping. Together, they scaled into multifamily and now are GPs of 238 units. Ace shares how his partnership thrives, the ins and outs of the first multifamily deal he closed, and his tips for pitching to investors and finding deals. Ace Karimi | Real Estate Background Co-founder of Invest Capital, a multifamily acquisition business. Portfolio: GP of 238 units Based in: Fairfax, VA Say hi to him at: www.investapts.com Instagram: @ace.invest TikTok: @ace.invest Facebook LinkedIn Best Ever Book: The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies by Chet Holmes 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’s the best way to find equity partners for long-term hold deals? Sam Primm—owner of FasterFreedom, FasterHouse, and Midwest Property Group—shares how he finds private investors for his deals and his strategy for refinancing and turning around these properties. Sam Primm | Real Estate Background Owner of FasterFreedom, FasterHouse, and Midwest Property Group. They focus on multifamily, single-family, and self-storage. Portfolio: GP of 109 units and three covered storage facilities totaling 50,000 sq. ft. Based in: St. Louis, MO Say hi to him at: www.fasterfreedom.com Instagram TikTok YouTube Best Ever Book: Think and Grow Rich by Napoleon Hill 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

Want to enhance your professionalism and authority as an investor? In this episode, Travis Watts shares four ways you can elevate your knowledge, work ethic, and mindset to gain credibility as an investor. Want more? We think you’ll like this episode: JF2515: Top 5 Best Practices for Effective Investor Relations | Actively Passive Investing Show Check out more episodes of the Actively Passive Investing Show here! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Liebman, Founder of WealthWay Equity Group, has witnessed the drastic changes one election can have on an entire real estate market. In this episode, Sam shares his decades of experience navigating politically changing markets and his strategies for adapting to these shifts to keep business thriving. Sam Liebman | Real Estate Background Founder and Managing Member of WealthWay Equity Group, a privately held real estate investment company that primarily focuses on syndication. Portfolio: GP of over 30 properties in New York and Texas with approximately 1,800 units. Author of Harvard Can’t Teach What You Learn from the Streets Based in: NYC, NY Say hi to him at: samliebman.com Facebook Instagram Twitter LinkedIn YouTube: Sam Liebman "Street Success" Best Ever Book: The E-Myth 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’s the best way to navigate raising rents with your current tenants? Sia Senior, Principal and asset manager at Arrowhead Capital, shares with us the best ways to work with tenants during rent raises to avoid turnover and sour relationships among the community. Sian Senior | Real Estate Background Principal and asset manager at Arrowhead Capital, a real estate firm that acquires multifamily assets in the Mid-Atlantic and Southeast. Portfolio: 134 units as LP Self-manages 20+ single-family and small multifamily units 16-unit asset acquired through a JV partnership Started investing in real estate while she was a high-school math teacher. Based in: Upper Marlboro, MD Say hi to her at: www.arrowheadcap.com LinkedIn Instagram Twitter [email protected] Best Ever Book: The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results and The Millionaire Real Estate Investor by Gary Keller 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

You’ve found a great deal, but are the people working on it right for you? Andrew Schutsky, Founder of Redline Equity LLC, believes that partners can make or break a deal for an investor. In this episode, Andrew shares his insight on networking and how to properly select a business partner. Andrew Schutsky | Real Estate Background Founder of Redline Equity LLC, a real estate syndication firm specializing in the acquisition, improvement, and management of large apartment buildings. Portfolio: Ownership interest in over 1,100 units including both GP and LP positions. In his first five months, he closed two deals as a GP: 94 units and 43 units. Based in: Thornton, PA Say hi to him at: www.investwithredline.com Crushing Cashflow Podcast LinkedIn [email protected] Best Ever Book: Principles: Life and Work by Ray Dalio 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

Are you tired of fighting for multifamily deals in a competitive market? Return guest Paul Moore suggests looking into self-storage, an asset class he believes is often overlooked despite its many advantages. Paul shares why he transitioned from multifamily to self-storage, how he finds deals, and how he’s grown his portfolio to where it is today. Paul Moore | Real Estate Background Previous Episodes: JF809: Creating a $10 Million Fund, Building a Hotel, and Focusing on Multifamily | JF1594: Expanding & Growing Your Strategy When Deal Flow Slows #SkillSetSunday with Paul Moore Founder and managing director at Wellings Capital, a real estate investment firm. Portfolio: Invested $71.3 million with 11 operators and have a total of 229 assets across all combined funds. Author of Storing Up Profits: Capitalize on America’s Obsession with Stuff by Investing in Self-Storage Based in: Roanoke, VA Say hi to him at: wellingscapital.com Twitter: @PaulMooreInvest 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

Are you in residential or multifamily and curious about how to transition into retail? Vick Mehta, Founder of Indvestia Capital, lays out the best practices for retail syndication, including sourcing tenants (national and local), structuring leases, selecting properties, and more must-know insights for creating strong cash flow. Vick Mehta | Real Estate Background Founder of Indvestia Capital, a real estate syndication company with a focus on the retail sector. Portfolio: $22M in AUM GP of five buildings LP of one industrial property Based in: Downers Grove, IL Say hi to him at: indvestia.com | LinkedIn Best Ever Book: Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals by Hunter Thompson 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

After watching his parents’ single-family investments crash during the 2008 recession, Tim Krause swore off real estate. Years later, after many career switches, Tim finally came across land investing, and ever since he’s been all in. Tim shares why you should invest in land, along with the tips and tricks that helped him kickstart his business and continue to grow his portfolio. Tim Krause | Real Estate Background Manager of Done with Land, which does direct mail buying and selling of land. Portfolio: 30 acres of oyster fields Has bought and sold over 50 properties Full-time land investor for the past two years Based in: Tacoma, WA Say hi to him at: investmentscrafted.com [email protected] LinkedIn Best Ever Book: $100M Offers: How To Make Offers So Good People Feel Stupid Saying No by Alex Hormozi 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 much importance should a cap rate have when analyzing a new deal? Today, Travis teaches us how to analyze a cap rate, and then how to determine how much weight this metric should hold when looking into a new investment opportunity. Want more? We think you’ll like this episode: JF2382: Cap Rates, Waterfalls, And Preferred Returns | Actively Passive Investing Show With Theo Hicks & Travis Watts Check out more episodes of the Actively Passive Investing Show here! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Veteran Joe Riley saw an opportunity in the market when he rented his home while on deployment: creating temporary housing for families near military bases. Now with over 300 properties, Joe has continued to grow his portfolio to fit this overwhelming need for military housing. Joe talks about how he created Patriot Homes and how to scale your short-term rental portfolio. Joe Riley | Real Estate Background Founder of Patriot Family Homes, a veteran-owned company that meets the need for short-term housing near military bases. Portfolio: Owner of 300+ properties. Prior to starting this company, Joe was a Captain in the Army, having multiple overseas deployments, and previously served on the National Security Council at the White House. Based in: Chattanooga, TN Say hi to him at: www.patriotfamilyhomes.com Best Ever Book: The Politics of Diplomacy by James A. Baker III Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Does networking online really work? How do you make sure you stand out? Vish Muni, Founder of PGL properties, reveals the tips and tricks that have helped him excel at networking to find new deals. He also discusses what he looks for in an operator and reviews his latest deals. Vish Muni | Real Estate Background Founder of PGL Properties, a multifamily firm that syndicates Class B and C properties. Portfolio: GP of 432 units. LP of 695 units. Based in: Belton, TX Say hi to him at: www.pglpropertiesllc.com Instagram: munivish Linkedin: linkedin.com/in/vishmuni Best Ever Book: Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes by Tom Wheelwright Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could simplify the complex strategies of investing? Chris Larsen, Founder of Next-Level Income, shares how you can create a basic and repeatable method to streamline your business. He also discusses mindset hacks and how to form a clear vision for your future. Chris Larsen | Real Estate Background Previous episode: JF2370: The Challenges Of Starting And Scaling A Syndication With Chris Larsen #SituationSaturday Founder and Managing Partner of Next-Level Income, Portfolio: GP of 3,000 doors. LP of 15 properties. Based in: Asheville, NC Say hi to him at: www.nextlevelincome.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

In part two of our interview with Glenn Kukla, CEO of Kukla Capital Partners, Glenn answers audience questions about pivoting his business during the 2008 recession, the most creative ways he’s found deals, and his ultimate strategy for networking. Glenn Kukla | Real Estate Background CEO of Kukla Capital Partners, a real estate development company and investment fund. Portfolio: $4M in net value. Over $50M in real estate projects he has developed and/or financed. Grown and privately held his investment fund over 40% annually since 2009. Based in: Cincinnati, OH Say hi to him at: LinkedIn Listen to part one of this series here: JF2729: 2 Effective Ways to Work with Lenders During a Recession ft. Glenn Kukla Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you getting good advice from your insurance broker? Do you have the right coverage for your properties? Insurance broker J.T. Lynch reveals five common mistakes investors make when dealing with multifamily insurance, and how to properly select and dissect a plan. J.T. Lynch | Real Estate Background Broker at Ramey King Insurance, which is a full service, private insurance agency. They have specialized in multifamily insurance for over 35 years nationwide. 4 years of RE experience. Based in: Denton, TX Say hi to him at: Rameyking.com [email protected] LinkedIn Best Ever Book: The Richest Man in Babylon by George S. Clason Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

You’re offered a deal that will double your investment. Sounds good, right? But there’s a drastic difference between having your money doubled in three years versus 15 years. Today, Travis Watts shares the time value of money and how to calculate if the returns on a deal will fit in with your desired timeline. Want more? We think you’ll like this episode: JF1957: Save Time & Make Money By (Smartly) Putting Your Money To Work with Dan Kryzanowski Check out more episodes of the Actively Passive Investing Show here! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you pursue sellers who are on the fence about selling their property? Akam Ahmedi, co-founder of Invest Capital, shares his successful follow-up strategy that has helped him close on three multifamily properties, one of which took two years to close. Akam divulges how he found these off-market deals, along with the details of these properties. Akam Ahmedi | Real Estate Background Co-founder of Invest Capital, which specializes in acquiring off-market opportunities by going direct to seller and buying properties at highly favorable prices and terms. They value-add Class A and B areas, aim to refinance within two to three years, and give their investors their original principal back. Portfolio: GP of 240 units; $30M in AUM. Five years of real estate experience — entered multifamily one year ago. Based in: Washington, D.C. Say hi to him at: www.investapts.com | Socials: https://shor.by/xiOM Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

After spending 15 years focused on single-family properties, Marcus Long took the leap to enter multifamily as a passive investor. Fast forward, and he now is General Partner of 183 units and Limited Partner of 215 units. In this episode, Marcus shares the challenges he faced when transitioning from single-family to multifamily and how he achieved his success. Marcus Long | Real Estate Background Founder of Long Legacy Capital. He primarily focuses on 100+ unit Class B/C value-add properties with project scopes that allow for cash flow to commence in the first year and currently plan for 3-7 year hold periods. Portfolio: GP of 100-unit in Pryor, OK; 75-unit in College Station, TX; and an 8-unit (short term rental conversion) in Arlington, TX. LP of 24-unit mobile home park in Canon City, CO; 103-unit in Mobile, AL; and 88-unit in Tulsa, OK. Based in: Cheltenham, England Say hi to him at: www.alonglegacy.com | IG: @alonglegacyrei Best Ever Book: The Hands-Off Investor by Brian Burke Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Real estate developer Glenn Kukla had closed one of his biggest deals when the 2008 recession hit. Unable to pay his mortgage, Glenn worked out a strategy to help stay afloat and survive the economic downturn. In this episode, Glenn shares his tips for working with lenders during a recession. Glenn Kukla | Real Estate Background CEO of Kukla Capital Partners, a real estate development company and investment fund. Portfolio: $4M in net value. Over $50M in real estate projects he has developed and/or financed. Grown and privately held his investment fund over 40% annually since 2009. Based in: Cincinnati, OH Say hi to him at: LinkedIn Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Kyle Mitchell, Founder of Limitless Estates and Managing Partner of Vertical Street Ventures, returns to the Best Ever Show to share his insight on multifamily asset management. In this episode, he details the importance of having a good asset manager and how to create an efficient, scalable business using this role. Kyle Mitchell | Real Estate Background Previous Episode: JF1784: Doing First Multifamily Syndication Only Eight Months In with Kyle Mitchell Founder of Limitless Estates and Managing Partner of Vertical Street Ventures, a real estate company focused on multifamily investing. Also the best-selling author of Best in Class. Portfolio: GP of $107M in AUM. Based in: Scottsdale, AZ Say hi to him at: LinkedIn | https://limitless-estates.com Best Ever Book: Who Not Now by Dan Sullivan Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing deals isn’t always a quick process. Multifamily investor David Robinson spent a year working with a seller who originally backtracked on the deal before finally closing with him. In this episode, David reveals the follow-up strategy he used for 12 months that eventually led to making this deal happen, along with how he sourced the property and the details of his exit plan. David Robinson | Real Estate Background Managing Partner at Canova Capital, a multifamily investment firm. Portfolio: GP of 162-unit (Kansas City, MO), 72-unit (Mentor, OH). JV of 14-unit (Orem, UT). LP of 94-unit syndication (Mesa, AZ). 18 years of experience as a broker. Based in: Salt Lake City, UT Say hi to him at: www.canovocapital.com Linkedin Facebook Instagram Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, David Toupin—CEO of Real Estate Lab, a multifamily real estate software company—shares his social media hacks to help grow your real estate business. Register for the Best Ever Conference here: www.besteverconference.com Check out David’s previous episode on the podcast: JF2039: Experience Shouldn’t Stop You From Starting With David Toupin Click here to learn more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

When is the right time to sell your real estate? Today, Travis Watts shares his insight on what to consider when making the decision to sell, factoring in how value-adds, inflation, and rent increases can affect this choice. Want more? We think you’ll like this episode: JF2710: 4 Strategies to Scale as a Multifamily Syndicator ft. Mike Deaton 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

What are the benefits of investing in the light industrial sector? In this episode, Kim Hopkins—Principal at Iron Peaks Properties LLC—shares the ins-and-outs of this asset, including how she sources and underwrites these deals, finds good tenants, selects good property managers, and more! Kim Hopkins | Real Estate Background Principal at Iron Peak Properties LLC, which specializes in multi-tenant light industrial. Portfolio: GP of over 300,000 sq. ft. of multi-tenant light industrial in Oregon, Washington, Utah, and Texas. LP of a multifamily syndication. Based in: The mountains in Flagstaff, AZ, and the desert in Scottsdale, AZ. Say hi to her at: www.ironpeakproperties.com | LinkedIn | [email protected] Best Ever Book: The 12 Week Year by Brian P. Moran Who Not How by Dan Sullivan Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you grow a good relationship with your investors? Margaret Kozlark, co-founder of investment firm Noblivest, shares three tips that have helped her connect with investors, and in turn, finance her deals. Margaret Kozlark | Real Estate Background Co-founder of Noblivest, which helps investors build their wealth for noble causes, such as spending more time with family, volunteering in their community, and more. They are mainly focused on multifamily syndication. Down the line, they hope to expand into other asset classes such as self-storage and mobile home parks. Portfolio: GP of 111 units and LP of 1,000 units. Based in: Fairfield County, CT Say hi to her at: https://noblivest.com/ Facebook: https://www.facebook.com/noblivest Instagram: @Noblivest LinkedIn: https://www.linkedin.com/in/margaret-kozlark-69104312/ [email protected] Best Ever Book: The Power of Moments by Chip Heath Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Sam Bates—CEO and Founder of Bates Capital Group—shares the advantages of investing in mixed-use developments. He also walks us through the details of his first commercial development deal, the challenges he’s faced, and how he scaled his business to $190M in AUM. Sam Bates | Real Estate Background Founder and CEO of Bates Capital Group, which syndicates commercial assets. Portfolio: ~$190M in AUM. Based in Dallas, Texas Say hi to him at: Batescapitalgroup.com | [email protected] Best Ever Book: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you gain credibility as a new investor? Amy Sylvis, an active investor in multifamily, developed a strategy that helped her close four deals within the first six months of her entering the commercial real estate space. In this episode, Amy shares how she sourced these deals and the methods she uses to build trust with investors and partners. Amy Sylvis | Real Estate Background Founder of Sylvis Capital which buys large multifamily complexes in emerging markets throughout the U.S. with their investors. They focus on Class B properties with a value-add component. Portfolio: GP of a total of 434 units: 276 units in Evansville, IN 20 units in Huntsville, AL, 58 units Clarksville, TN, 80 units in Augusta, GA. Took her close to 10 years to enter the CRE multifamily space due to her cystic fibrosis. Has now been on the GP side of CRE for seven months. Based in: Los Angeles, CA Say hi to her at: www.thequattroway.com/amysylvis | www.sylviscapital.com | LinkedIn: https://www.linkedin.com/in/amysylvis/ Best Ever Book: The Creature from Jekyll Island: A Second Look at the Federal Reserve by G. Edward Griffin. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you interested in entering the commercial real estate development space but have no idea what to expect on your first deal? Return guest John McNellis walks us through different financial scenarios you might encounter on your first deal, their outcomes, and how to best set yourself up for financial success. John McNellis | Real Estate Background Principal with McNellis Partners, a commercial development firm he co-founded in the mid-1980s in northern California. Previous Episode: JF2470: How to Develop Shopping Centers with John McNellis Portfolio: 80+ projects. Author of Making it in Real Estate: Starting Out as a Developer. Based in: Palo Alto, CA Say hi to him at: https://mcnellis.com/ Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Ryan Gibson—CEO and co-founder of Spartan Investment Group—shares the top 10 questions you should ask an operator before investing in a deal. Register for the Best Ever Conference here: www.besteverconference.com Check out Ryan’s previous episodes on the podcast: JF1226: Why Investor Relations Are Paramount & How To Keep Investors Happy with Ryan Gibson JF1882: How To Grow Your Investor Base & Keep Them Happy with Ryan Gibson Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Will multifamily perform well in 2022? To answer this question, Travis researches and shares market highlights from the first quarter of 2022, focusing on what trends passive investors can expect in multifamily moving forward. Want more? We think you’ll like this episode: JF2714: Survive Any Market Cycle: 4 Ways to Diversify Your Assets ft. David McAlvany Check out past episodes of the Actively Passive Investing Show here! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Jacob Garza believes that no one will manage your properties better than yourself. As GP of over 2,000 units, and also co-founder of a property management company, Jacob has been able to follow this advice and scale his portfolio over the last 10 years. In this episode, Jacob shares his strategies for self-managing his rental properties and how he was able to grow his businesses. Jacob Garza | Real Estate Background Co-founder of REEP (Real Estate Equity Partners) which focuses on acquiring under-performing, income-producing, multifamily investment opportunities in Texas. Portfolio: GP of 2,374 units worth over $274M. REEP is currently celebrating their 10th anniversary. Based in: San Antonio, TX Say hi to them at: REEP Equity https://reepequity.com/ | REEP Management: https://reepmanagement.com/ Best Ever Book: Good to Great: Why Some Companies Make the Leap and Others Don't by Jim Collins Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

When Josi Heron acquired her first value-add apartment complex, there were many unexpected difficulties that arose, mainly surrounding the tenants. Navigating these issues was no easy process, and in this episode, Josi shares how she turned around the culture within the property. She also discusses how she finds her deals, what systems she uses to run her analytics, and how she plans to scale her business. Josi Heron | Real Estate Background CEO of Waypoints Equity, a real estate investment firm specializing in multifamily properties with a focus on Class B and C properties. Portfolio: GP of 350+ units primarily in the Midwest. Based in: Louisville, Colorado Say hi to them at: WaypointsEquity.com | [email protected] | LinkedIn: Josie Heron, Waypoints Equity | Facebook | Instagram | YouTube Best Ever Book: The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Erik Hemingway traveled the world with his family for years. They’ve lived in Costa Rica, sailed through the Mediterranean, and sailed across the Atlantic Ocean. All of their travels were made possible because of Erik’s passive income from self-storage. In this episode, Erik shares his strategy for locating self-storage deals, assessing the market, and analyzing the risk on these deals. Erik Hemingway | Real Estate Background Founder of Nomad Capital which focuses on heavy value-add properties, bringing an in-house general contractor component to projects such as self-storage conversions, ground up development, boutique hospitality, and commercial retail asset classes. Portfolio: $35M in CRE, primarily in self-storage properties. Erik used passive investing to leave the ‘9-5’ life and take his family on adventures, including living in Costa Rica for 1.5 years and sailing through the Mediterranean and across the Atlantic Ocean. Based in: Wilmington, NC Say hi to him at: www.nomadcapital.us | [email protected] 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

What if you could minimize the risks to your investments? In this episode, David McAlvany, CEO of the mobile app Vaulted, shares why diversifying your assets with precious metals can provide stability during market dips, rising interest rates, inflation, and more. David McAlvany | Real Estate Background CEO of the McAlvany Financial Group which consists of McAlvany ICA (precious metals advisory firm), McAlvany Wealth Management (an SEC-registered investment advisor), and Vaulted (mobile app for investing in allocated and deliverable physical gold). A key pillar of McAlvany Wealth Management’s strategy is centered around hard assets and global real estate (specialty, niche commercial property with tight supply/ demand characteristics. Also tend to generate portfolio income.) Based in: Durango, CO Say hi to him at: https://vaulted.com/ | https://davidmcalvany.com/ | https://mwealthm.com/ Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Chandra Mishra has amassed a portfolio of over 4,800 units as both GP and LP while working full-time as a physician and anesthesiologist. To add to his work, Chander has also honed in on the competitive Dallas-Fort Worth market. In this episode, he shares how he balances his full-time job with commercial real estate investing, his strategy for underwriting deals in a competitive market, and how he grew his portfolio. Dr. Chander Mishra | Real Estate Background Founder and CEO of Blue Ocean Capital which invests in value-add multifamily assets in primary markets, currently concentrating in DFW. Portfolio: GP of over 1,800 units. LP of over 3,000 units. Works full-time as a physician and anesthesiologist specializing in cardiac and transplant anesthesia. Based in: Colleyville, TX Say hi to him at: http://www.bluoceancap.com/ Best Ever Book: The Happiness Advantage: How a Positive Brain Fuels Success in Work and Life by Shawn Achor Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Jilliene Helman—CEO and Founder of RealtyMogul—shares seven lessons she learned while managing her real estate business during the pandemic. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

How will the events of 2021 affect your investments in 2022? In this episode, Travis reviews the variables that may make you rethink how you invest this coming year, including the pandemic, government actions, supply and demand, inflation, and more. Want more? We think you’ll like this episode: JF2637: Sued for $68M: Cautions of Inflation and Risk Appetite with Ted Greene #SkillsetSunday Check out past episodes of the Actively Passive Investing Show here! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Deaton and his wife, Ligia Deaton, began their real estate career by flipping land and soon expanded their portfolio to include multifamily. In this episode, Mike shares how he chose his commercial real estate markets, successfully pitched to investors, and the success-mindset that kept him going. Mike Deaton | Real Estate Background Co-founder of Deaton Equity Partners which acquires and operates multifamily properties as a complement to their land business, combining real estate professional status, passive income, and tax benefits. Portfolio: 800 units as GP. 381 units as LP. 168 units as Key Partner. Based in: Woodland Park, Colorado Say hi to him at: www.deatonequitypartners.com | FB: Deaton Equity Partners | LinkedIn: https://www.linkedin.com/company/deaton-equity-partners Best Ever Book: Mindset: The New Psychology of Success by Carol S. Dweck Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Multifamily and self-storage development can be stressful to navigate. For Dallon Schultz, it became even more complicated when he had to juggle both his real estate business and his full-time job in the medical field. In this episode, Dallon shares his success habits for ground-up development and best practices for scaling your business. Dallon Schultz | Real Estate Background Founder/Owner of REV Equity Group LLC which focuses on investing in apartments and self-storage assets. Portfolio: GP of $6.5M multifamily development in Arizona and a 140 space RV and Self Storage development. Hosts a multi-state monthly meetup to bring those looking to scale their existing portfolio or those interested in learning how to become actively involved. Based in: Phoenix, AZ Say hi to him at: http://investwithrev.com/ | FB: REV Multifamily Meetup | IG: @revmultifamily | [email protected] Best Ever Book: Best Ever Apartment Syndication Book by Joe Fairless Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices