The Best Ever CRE Show

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

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