The Best Ever CRE Show

How much closer would you be to hitting your goal of early retirement if you had started when you were just a teenager? Author Dan Sheeks believes teenagers should have the opportunity to learn about financial freedom and the way real estate investing can help them achieve their financial goals. In this episode, Dan shares how to get teenagers involved in learning about and achieving early financial independence. Dan Sheeks | Real Estate Background Founder of Sheeks Freaks, a community in which young people can learn finance skills to help them reach early financial independence. Portfolio: Own 17 units of residential. Their portfolio includes STRs, long-term, single family, small multi-family, out-of-state properties, and BRRRRs. They also rent out their basement in their primary residence. Full-time job: Public high school business/marketing teacher. Published a book with Bigger Pockets Publishing, First to a Million, which is a teenager’s guide to achieving early financial independence. Based in: Denver, CO Say hi to him at: www.sheeksfreaks.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

What qualities should you look for in a potential operator? What if they don’t have a lot of commercial real estate experience? Does the size of their team matter? In this episode, Dan Handford answers these questions and more by sharing three red flags that passive investors should be aware of when evaluating operators. Dan Handford | Real Estate Background Managing Partner with PassiveInvesting.com, a national passive equity real estate investment firm based in the Carolinas. Portfolio: GP of 3,780+ units valued over $820M. Based in: Columbia, SC Say hi to him at https://www.passiveinvesting.com/ His previous episodes: JF1609: Successful Entrepreneur Invests In Real Estate For Tax Advantages with Dan Handford | JF2027 : Strong Team of Three With Dan Handford #SituationSaturday 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

Chad King believes there is always a way to find deals, even in competitive markets. With the right tools and mindset, Chad has sourced the majority of his deals off-market. In this episode, Chad shares his direct-to-seller deals he’s closed, how he’s scaled his portfolio, and the best ways to source multifamily properties. Chad King | Real Estate Background Principal/Owner of Titan Capital Group which purchases and repositions commercial real estate. Portfolio: 303 units as GP. 328 units as LP. Based in: Nashville TN Say hi to him at: https://titancapitalgroupllc.com/ | https://7fm.7figuremultifamily.com/chad1 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 Best Ever Conference 2022 at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, John Chang shares his top strategies for managing your investments during the pandemic, including how to navigate the economy, understanding the market changes, and what you should be aware of moving forward. 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 can you achieve the same success as a millionaire through passive investing? In this episode, Travis shares four practices that lucrative investors use to generate more passive income and navigate the market. Want more? We think you’ll like this episode: JF2515: Top 5 Best Practices for Effective Investor Relations | Actively Passive Investing Show Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. 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

Brad Simtob started investing in commercial real estate when he was just 19 years old. Now at 20, he has grown his portfolio to 350 units and has no plans of slowing down anytime soon. In this episode, Brad shares how he found his current deals and the goal-setting strategy that has helped him achieve his success. Brad Simtob | Real Estate Background Founder of Simtob Management & Investment LLC which purchases value-add multifamily in the Midwest. They are proprietary with their in house construction and property management team. They typically utilize a unit renovation value-add and are able to complete it for 30% less than the closest general contractor quote. Portfolio: GP of 350 units in Michigan. He’s 20 years old Based in: Grand Rapids, MI Say hi to him at: www.simtob.com | [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

Iven Vian managed his multifamily investments while working full-time in the Air Force for 15 years. Finding the right strategy to maximize his time spent on his investments while also ensuring he could do his job and spend time with his family has been crucial to his success. In today’s episode, Iven shares how he found his first multifamily deal, how to find a good business partner, and the key to juggling both your job and your CRE assets. Iven Vian | Real Estate Background Founder of Anthem Capital which syndicate funds to purchase multifamily properties. Portfolio: ~1,200 units over 8 properties as GP. 900 units over 5 properties as LP. Retired from the Air Force 10/1/2021. He was a Lt. Colonel who flew the B-1B. Has been investing in RE for the past 15 years and multifamily RE for the past 6 years. Based in: Oklahoma City, OK Say hi to him at: anthemcp.com | [email protected] | LinkedIn: https://www.linkedin.com/company/anthemcp/mycompany/?viewAsMember=true Best Ever Book: You Were Born Rich by Bob Proctor 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

For many commercial real estate investors, C-Class and B-Class properties are almost synonymous with the term “value-add.” But for Jonathan Nichols, he’s found that there’s still value-add opportunities in Class-A properties that investors might otherwise miss. In this episode, Jonathan reviews his recent deals, including a Class-A student housing property, and why value-adds can also apply to Class-A properties. Jonathan Nichols | Real Estate Background Full-Time Syndicator at Apogee Capital which helps people passively invest in value-add multifamily real estate. Portfolio: GP of 200 multifamily units, 18 short-term rentals. LP of 250 units. Worked for 10 years as an aerospace engineer and went full-time in real estate in 2021. Based in: Arlington, TX Say hi to him at: www.apogeemfc.com | LinkedIn: https://www.linkedin.com/in/jonathan-nichols45/ Best Ever Book: The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results 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

When K. Trevor Thompson joined as a Limited Partner on a 170-unit deal, it turned out that he’d been misled about the property and the investment plan. Between mislabeling the class of the property to poor financial decisions, Trevor quickly realized it was inevitable that the deal would go south. In this episode, Trevor reviews his recent deals, how he transitioned from passive to active investing, and the lessons he’s learned on how to vet multifamily deals. Trevor Thompson | Real Estate Background Founder of Niagara Investments LLC which focuses on apartment syndication. Portfolio: GP on 240 doors. LP on 17 syndicated deals. Based in: Austin, TX Say hi to him at: www.niagara-investments.com | [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

As AJ Shepard started taking on bigger multifamily investments, he knew he would need to find a way to generate more income to qualify for more financing. That’s when he realized he could start his own property management company and oversee his own investments as well as others, bringing in the necessary cash and then some. In this episode, AJ shares the benefits of not only being an investor, but also running your own property management company. AJ Shepard | Real Estate Background Owner and Managing Partner of two companies, Uptown Syndication and Uptown Properties. They focus on purchasing large multifamily assets through a partnership with passive investors. They operate under exemption 506(b) and need to have a prior relationship for them to share any opportunities. They manage these investments through their own property management company, Uptown Properties. Portfolio: 150+ units as GP. Managing 700+ units under his property management company. Based in: Portland, OR Say hi to him at: https://www.uptownsyndication.com and https://www.uptownpm.com | LinkedIn: https://www.linkedin.com/company/uptown-syndication | https://www.westsideinvestorsnetwork.com/ Best Ever Book: Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman 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 second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Kathy Fettke—Co-CEO of Real Wealth Network, Host of the Real Wealth Show, and author of Retire Rich with Rentals—shares what to really look for when forecasting the real estate market. 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

Maintaining a good work-life-balance can be difficult to accomplish. In this episode, Travis shares the lessons he’s learned trying to navigate a good balance between work and the other aspects of his life, such as health, relationships, and more. Want more real estate advice? We think you’ll like this episode: JF2627: 5 Ways to Align Your Investments to Achieve Your Goals | Actively Passive Investing Show 67 Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. 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

Focusing on smaller, growing markets for multifamily properties has provided John Todderud a chance to get ahead of the competition. Existing competition is low, and opportunity for cash-flow heavy properties is high—if you know what you’re looking for. In this episode, John discusses what to look for when selecting a potential business partner and how to find and evaluate multifamily markets. John Todderud | Real Estate Background Founder of Cardinal Oak Investments which buys multifamily properties in growing markets with cash flow and limited competition for deals. They work with partners to help them manage the asset, fund the equity, maintain the books, and communicate with investors. Portfolio: 96-unit in Tulsa, OK as GP. Two investments as LP. Recently sold two properties: a 32-unit he syndicated in Greenville, SC, and a 15-unit in Yakima, WA. He’s doing a 1031 exchange from the 15-unit, buying a 40-unit apartment complex in Kansas City. Based in: Renton, Washington Say hi to him at: www.cardinaloak.com | Instagram: @johntodderudoutdoors | [email protected] Best Ever Book: Killers of the Flower Moon: The Osage Murders and the Birth of the FBI by David Grann. 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

It can be hard to find good deals in a competitive market, but Nick Simpson has found a possible, profitable solution: Opportunity Zones. Opportunity Zones are low-income areas that are set up to encourage an increase in economic growth. For Nick, these areas hold a lot of possibility for multifamily value-adds. In this episode, Nick breaks down two of his deals and shares why we should look to Opportunity Zones for investments. Nick Simpson | Real Estate Background Founder and CEO of Mentis Capital Partners which focuses on value-add multifamily (Class B & C), and ground-up development of multifamily and student housing (Class A). Portfolio: $60MM as GP 10 years of REI experience Based in: Salisbury, Maryland Say hi to him at: www.mentiscapitalpartners.com Best Ever Book: Am I Being Too Subtle?: Straight Talk From a Business Rebel by Sam Zell 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 investor Julie Holly’s properties are 1,000 miles away, and there’s a reason for that. In this episode, Julie reveals why she went outside of her backyard to find deals, how she selected her market location, and how she sourced her recent deals. Julie Holly | Real Estate Background Founder of Three Key Investments which focuses on multifamily investments. Portfolio: Strategically partnered in 69 units in Atlanta, LP on nearly 300 units in Huntsville, Alabama. She manages these properties while 1,000 miles away Based in: Bonners Ferry, Idaho Say hi to her at: https://www.threekeysinvestments.com/ Socials: LinkedIn https://www.linkedin.com/in/julie-holly/ Best Ever Book: Stillness Is the Key by Ryan Holiday | 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

Andrew LeBaron decided he needed to niche down his real estate strategy. That’s when he had the idea to convert motels into long-term stays. Varying slightly from an apartment, Andrew’s motel conversion strategy allows him to cut certain costs and hurdles that typically accompany multifamily properties. In this episode, Andrew walks through the benefits of long-term stays over apartments, the budget differences between motels and multifamily, and how he’s created his conversion strategy. Andrew LeBaron | Real Estate Background Syndicator, Apartment Motel Owner. His business model is reviewing small to midsize motel/hotel assets, underwriting the deal, purchasing, converting, and refinancing. Portfolio: GP on motel assets: 42-unit, 13-unit, 22-unit, and an 18-unit. Upcoming deal for a 129-unit Motel that he will convert to apartments. Based in: Phoenix, AZ Say hi to him at: buymoretime.com | Facebook and Twitter: @andrewinvestor Best Ever Book: Raising Capital for Real Estate 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

There are a plethora of marketing tools you can use to find real estate deals, but which ones work best in the multifamily space? In this episode, marketing expert Nick Love shares how you can source multifamily deals through strategic marketing. Nick Love | Real Estate Background Acquisitions & Marketing Manager at Hazel Equity, an investment firm that purchases A/B Class, value-add properties in Texas, as well as educates other multifamily operators on marketing and social media strategies. Portfolio: 491-units under management. Based in: Dallas, TX Say hi to him at: Linkedin: www.linkedin.com/in/nicklovemultifamily Best Ever Book: How to Legally Raise Private Money by Kim Lisa Taylor, Esq. 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 second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Neal Bawa presents how climate change could greatly affect the real estate space. 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

Attending conferences and events is one of the best ways to expand your network. But how do you make sure you make the most out of your experience? In this episode, Travis shares the critical elements to networking at conferences and how to create your own game plan for your next event. Looking for your next real estate conference? Join us in Denver, Colorado at the Gaylord Rockies Convention Center from February 24th-26th for the Best Ever Conference! Register here: www.besteverconference.com Want more real estate advice? We think you’ll like this episode: JF2668: 3 Ways to Grow Your Business at a Networking Event with Ben Lapidus Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. 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

Starting out as a Limited Partner, Joel Fine did everything he could to learn about multifamily syndication: he read books, listened to podcasts, and even asked to be part of a weekly GP meeting on one of his passive deals. In this episode, Joel discusses how he scaled from being a Limited Partner to a General Partner. Joel Fine | Real Estate Background Multifamily investor/syndicator at Lakeline Properties, which partners with investors to buy undervalued real estate assets, improve them, and resell for profit. Focus on value-add multifamily and multifamily ground-up development. Portfolio: GP in 1000+ doors. LP in 5000+ doors across six states. Based in: Austin, Texas Say hi to him at: https://lakelineproperties.com | [email protected] Best Ever Book: The Hands-Off Investor by Brian Burke | Passive Investing In Commercial Real Estate by James Kandasamy 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 beat the competition? For Charlotte Dunford, it’s figuring out how to avoid it in the first place. Focused on mobile home parks with 50 or fewer units, Charlotte’s niche-down approach has allowed her more opportunities to find and close deals in the market than she would otherwise have access to. In this episode, she shares what is most important to look for in a mobile home park deal, as well as the importance of finding your niche in any market. Charlotte Dunford | Real Estate Background Managing Partner at Johns Creek Capital, “creating wealth through mobile home park investments.” Portfolio: 24 mobile home parks acquired through syndication, value-added and flipped 1 single-family home and 1 duplex. $4.2M AUM. 3 years of REI experience Based in Atlanta, GA Say hi to her at: https://www.johnscreekcapital.com/ Best Ever Book: The Ultimate Sales Machine 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

Melissa Elizondo wanted to branch out from her marketing firm and looked to add commercial real estate investments to her portfolio. In this episode, Melissa shares her current business strategy and analyzes her methods for closing on her first GP deal. Melissa Elizondo | Real Estate Background Partner at 1 Vision Capital which is a syndication group focused on converting existing landlords with single family portfolios into LPs on multifamily deals. Portfolio: Limited Partner for 118-unit in Savannah, GA. Full-time career as owner of marketing firm, Heartwood Marketing Solutions. Based in: New Braunfels, Texas Say hi to her at: 1visioncapital.com | Facebook and Instagram: @therealmelissaelizondo Best Ever Book: The Energy of Money by Maria Nemeth Ph.D. 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

TJ Konsen got his start in real estate with single-family flips. Now, he’s expanded to rehabs, wholesales, and wholetails, including in the multifamily and self-storage space. In this episode, TJ shares his expertise on direct to seller marketing and how it has helped sourced his self-storage deals. TJ Konsen | Real Estate Background Founder of Sherlock Houses and Platinum Real Estate Mastermind. The company specializes in direct to seller marketing with a high volume of flips, rehabs, wholesales, wholetails. Portfolio: 200+ multifamily units. 15 years of real estate experience. Based in: Dallas, Texas Say hi to him at: www.linkedin.com/in/tj-kosen-a944382b/ | Facebook, Instagram: @tjkonsen Best Ever Book: 12 Rules for Life: An Antidote to Chaos by Jordan B. Peterson 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

Denis Shapiro has diversified his portfolio ranging from apartment buildings to self-storage to mobile home parks. Now, Denis has branched out into Affordable Housing, a market that few people decide to invest in. In this episode, Denis shares why Afford Housing can be a lucrative investment, along with five benefits you can gain from this asset type. Fund Manager at SIH Capital Group, which has an income fund and allows their investors to invest in specific deals they are GPs on. The income fund mirrors what one would find in a REIT but more consistent and is not publicly traded. Portfolio: LP on multiple syndications in various asset classes such as apartment buildings, mhps, self storage and atm funds. Also has 10 Residential syndications, including Ashcroft deals Has two upcoming GP deals in the works: a 50 unit Affordable Housing community closing in 01/22; and a 9 unit STR community closing in 02/22. Based in: Freehold, NJ Say hi to him at: www.sihcapitalgroup.com | https://www.facebook.com/sihcapitalgroup Best Ever Book: The 5 Love Languages of Children by Gary Chapman 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, Brandon Turner shares six lessons he’s learned about what it takes to be a better leader. 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

There are a lot of variables to consider when selecting a deal, which means there is a lot that could go wrong with your potential investments. Today, Travis Watts outlines three risk areas investors should investigate before closing on a multifamily deal. Want more? We think you’ll like this episode: JF1386: How Do You Remove As Much Risk As Possible In Real Estate Investing? With Chad Doty Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. 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

Starting out as an underwriter fresh out of college, Justin Goodin started to teach himself about commercial real estate investing, relying heavily on YouTube and local meet-ups. The hard work paid off, and today he is a GP on 400 units. In this episode, Justin shares how he found his first deal, sourced investors, and created an effective direct mail campaign that helped him close an off-market deal. Founder/CEO of Next Level Equity. They focus on capital preservation while striving to deliver strong, risk-adjusted returns to their investors. Exclusively focused in apartments as a multifamily syndicator. Portfolio: 400 units as a GP 3 years of real estate experience Based in: Indianapolis, Indiana Say hi to him at: NextLevelEquity.com | Facebook group 'Next Level Apartment Syndications:' www.facebook.com/groups/nextlevelapartmentsyndications Best Ever Book: Best in Class by Kyle Mitchell and Gary Lipsky 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 just 100 days, John Casmon closed $20,000,000 in multifamily deals. In this episode, John discusses how to find good deals during a pandemic, how to adapt your strategy, and how he was able to close on his profitable deals in such a short amount of time. John Casmon | Real Estate Background Founder of Casmon Capital Group which aims to help busy professionals invest in real estate without taking on a second job, focusing on multifamily investments. Portfolio: $40MM as GP. Total investment experience as a GP is over $100MM. He closed $20MM in 100 days in 2021 Based in: Cincinnati, Ohio Say hi to him at: casmoncapital.com/sampledeal Best Ever Book: The 80/80 Marriage: A New Model for a Happier, Stronger Relationship by Nate Klemp PhD 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

Shawn DiMartile stepped away from a six-figure salary as an air traffic controller to focus on commercial real estate full-time, and the risk has paid off. In 2021, he was able to 10x his portfolio with multifamily syndications, and currently has $27,000,000 in AUM. In this episode, Shawn shares how he found the deals that 10x his portfolio and the strategies he’s using to raise cash flow. Shawn DiMartile | Real Estate Background Managing Partner at Pac 3 Capital where they syndicate multifamily value-add properties. Portfolio: GP of $27M in AUM across 327 units. Quit his job as air traffic controller this month (December 2021) to focus on building his real estate portfolio. Based in: San Diego, California Say hi to him at: [email protected] | pac3capital.com Best Ever Book: Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal by Oren Klaff 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

Over the past 16 years, Matt Picheny has learned a lot about active and passive investing. In this episode, Matt shares how he scaled as an investor, starting with his first deal as a limited partner and what lessons he’s learned along the way. Matt Picheny | Real Estate Background Founder of Picheny, which syndicates multifamily investments. Portfolio: Over 8,000 units total: 2,337 as a GP, approx. 6,000 as an LP. 16 years of real estate experience Based in: Brooklyn, NY Say hi to him at: https://picheny.com | www.linkedin.com/in/picheny 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

Elijah Vo went from working full-time in the Air Force to becoming a full-time active investor. In this episode, he shares how he got into multifamily syndication and how he finds deals that will fund his retirement income. Elijah Vo | Real Estate Background Partner at Atlas Multifamily Group, who help investors build generational wealth as a passive investor in multifamily real estate syndication. Portfolio: Operates 700 doors Used to work full-time in the Air Force, but after retirement, he began to do CRE full-time as of October 2021. Based in: DFW, Texas Say hi to him at: https://www.investwithamg.com/ Best Ever Book: The Laws of Human Nature by Robert Greene 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 second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Hunter Thompson shares how you can utilize the Fund of Funds model to scale your business. 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

In Travis Watt’s experience coaching and mentoring others in passive investing, he finds that there is one fundamental piece of advice that many investors fail to follow. In this episode, Travis shares his personal philosophy combined with Robert Kiyosaki’s method from Rich Dad Poor Dad for approaching asset and liability management. Want more? We think you’ll like this episode: JF2468: Following the Cash in Asset Management with Dave Sherbal Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. 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 Sam Giordano first set out to invest in real estate, he wanted to find a way to minimize risk in any deal he joined as a limited partner. After creating a spreadsheet that helped him perform this risk-analysis, Sam quickly realized this was information other passive investors could use. In this episode, Sam discusses the syndication deal analyzer he created, along with the main red flags passive investors should look out for before closing on a deal. Sam Giordano | Real Estate Background Co-founder of Passive Advantage, which is a website designed to help passive investors vet real estate syndication deals on the path to financial freedom. They’ve created an LP Deal Analyzer tool that uses specific metrics and questions that limited partner investors can use when analyzing a real estate syndication deal. Portfolio: 10 syndication deals as LP. Full-time job is as a practicing gastroenterologist Based in: New Jersey Say hi to him at: passiveadvantage.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

Jenny Gou and Steve Louie both started out working in corporate with sales-focused jobs. After seeing the benefits of real estate investing, and the scaling they could have in multifamily, they partnered together and within 10 months, they had found and secured their first two deals as partners, closing on the same day. In this episode, Jenny and Steve share what makes their partnership a success, and the details involved with sourcing and managing these deals. Jenny Gou and Steve Louie | Real Estate Background Both Managing Partners at Vertical Street Ventures, which was established to help individuals achieve their financial goals through passive investing in real estate. Jenny’s Portfolio: 1,650+ units across AZ, TX, and GA. Steven’s Portfolio: 3,200+ units across AZ, CA, FL, and TX. Based in: Brea, California Say hi to them at: www.verticalstreetventures.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

Zain Jaffer transitioned from the tech space into commercial real estate, bringing with him a unique perspective on sourcing deals, forming partnerships, and streamlining systems to cut down on revenue and time cost. In this episode, Zain shares why trust among investors is vital to finding deals and how gatekeeping advice can harm not only your reputation, but future opportunities. Zain Jaffer | Real Estate Background General Partner at Bluefield Capital Portfolio: GP on 400 units in family office, 4000+ at Bluefield Capital. Focuses on multifamily, hospitality, senior care, and industrial. Based in San Francisco, CA. Say hi to him at: [email protected] | https://www.bluefieldcap.com/ Best Ever Book: Blitzscaling by Chris Yeh 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

David Olds began investing in 2002 when he and his wife flipped their first house. Seeing the benefits of investing, David started to seek bigger deals in commercial real estate. Today, he has accumulated over 100 rental properties and continued to flip, having wholesaled over 1,000 deals. In this episode, David shares his secrets to wholesaling, how he survived two recessions, and how to maximize deals during market downturns. David Olds | Real Estate Background Founder of Nationwide Property Liquidators Portfolio: Wholesaled 1000+, Rehabbed to flip 27, Rehab to rent 30, 62 rentals. 20 years of REI experience, both active and passive. Based in: Chattanooga, TN Say hi to him at: https://www.davidoldsrei.com/| nationwidepropertyliquidators.com Socials: Instagram @davidoldsrei 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

Have you ever thought about tokenizing your assets? For Shannon Robnett, it’s a no brainer; these smart contracts help provide transparency on the asset, minimize issues with liquidation, and overall are easier to manage. In this episode, Shannon shares the benefits of tokenizing your commercial real estate assets. Shannon Robnett | Real Estate Background Founder of Shannon Robnett Industries, which specializes in the acquisition of development land, and entitling it. Once ready for construction, they involve their syndication partners in the actual real estate. Involved in over $250MM in construction projects ranging from multi-family, office buildings, and municipal buildings to schools, industrial projects, and mini storage Based in: Boise, Idaho Say hi to him at:www.shannonrobnett.com 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

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Ryan Smith, John Chang, Hunter Thompson, and Neal Bawa have a lively debate about whether interest rates will rise over the coming year. Ryan Smith: http://elevationcapitalgroup.com/ John Chang: www.marcusmillichap.com Hunter Thompson: https://asymcapital.com/ Neal Bawa: https://grocapitus.com/ 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

We typically hear that if we follow our passions, that will naturally lead us to success. However, in today’s episode, Travis questions the validity of this advice. What if you turn out to be bad at your passion? Or, what if you lose steam for your passion–what are you left with then? Take a walk with Travis as he discusses the idea of chasing your passion vs. chasing an opportunity. Want more? We think you’ll like this episode: JF2407: Find Your Real Estate Passion with Kristen Ray 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 Lapidus is the host and founder of the Best Ever Conference and has extensive experience in creating and overseeing networking events. In this episode, Ben shares how to maximize your experience at these events to help build new relationships, educate yourself, and ultimately grow your business. Join us for this year’s Best Ever Conference in Aurora, Colorado from February 24th-26th: www.besteverconference.com Ben Lapidus Real Estate Background Chief Financial Officer for Spartan Investment Group LLC, Portfolio: 51 operation, $100M AUM Founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships LLC Say hi to him at www.spartan-investors.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 the past year, Ben Lapidus’ company grew from 13 operations to 51, with a portfolio of $100M AUM. Working through COVID-19, and looking to the future, Ben Lapidus provides his insight on the self-storage industry and what his strategy is for tackling the new year. Ben Lapidus Real Estate Background Chief Financial Officer for Spartan Investment Group LLC Portfolio: 51 operation, $100M AUM Founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships LLC Say hi to him at www.spartan-investors.com Best Ever Book: Covariant Loop Quantum Gravity: An Elementary Introduction to Quantum Gravity and Spinfoam Theory by Carlo Rovelli 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

Andrea Himmel’s mother went from nothing to a multibillion dollar portfolio of office buildings and warehouses in New York City. Inspired by her mother, Andrea joined the family firm and now acts as Chief Investment Officer, hunting down great opportunities in Manhattan and the boroughs. In this episode, Andrea breaks down why she’s investing in office spaces during the work from home era, and how she’s able to close on these high-profit deals. Andrea B. Himmel | Real Estate Background Career: Principal and Chief Investment Officer at Himmel + Meringoff Properties Founded in 1978, they own a multibillion dollar portfolio of office buildings in Manhattan and last mile warehouses in the boroughs of NYC. They do not syndicate equity. They own their entire portfolio with their own equity. Portfolio: Multi billion dollar portfolio of ~20 properties in NYC. Over the past 40 years, they have bought and sold over 5MM SF. Based in: NYC, NY. Say hi to her at: http://linkedin.com/in/ah-ny Best Ever Book: A New Earth: Awakening to Your Life's Purpose by Eckhart Tolle 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 James Knull first started in real estate, he leveraged his youth by asking experienced investors to critique his business plans. Most people provided him with a lot of feedback, but a few were intrigued by his plans and asked to join him. Flash forward a few years and now James is the founder of his own realty group and a multifamily investor. In this episode, James walks us through how he went from single-family homes to starting his own realty group while investing in commercial real estate. James Knull Real Estate Background Full-time career: Founder of Mogul Realty Group Portfolio: 300 rental units Organizes and hosts Mogul Mastermind, one of the most popular Real Estate Investing meetup groups in Western Canada. Based in Edmonton, Alberta, Canada Say hi to him at: [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

Judy Brower Fancher knows how to find killer deals before anyone else. From staying on top of market trends, to being a wanted repeat-investor, Judy has developed a strategy for getting exclusive access to competitive deals. In this episode, Judy breaks down her methods into four parts so that you can find better deals first as a passive investor. Judy Brower Fancher Real Estate Background Founder of Brower, Miller & Cole, a private research firm. Portfolio: 20 senior living multifamily, one industrial, one self-storage, 2 multifamily Based in: Newport Beach, California Say hi to her at: www.linkedin.com/in/judithbrower Best Ever Book: Small Giants: Companies That Choose to Be Great Instead of Big by Bo Burlingham 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

Camilla Jeffs was a burnt out, introverted landlord. When she learned about passive investing, it sounded like the perfect elixir to her fatigue. There was just one problem: commercial real estate is a team sport, and as an introvert, the idea of having to talk and network with groups of people was overwhelming. However, Camilla was able to create a strategy to work with and overcome a lot of the anxiety that surrounded the necessity of networking. In this episode, Camilla shares three great tips that introverted investors can use to overcome their anxiety and seek out amazing deals. Camilla Jeffs Real Estate Background Founder and CEO at Steady Stream Investments, which helps people achieve an elevated level of financial health through investing passively in cash-flowing real estate that impacts local communities, all without the hassles of being a landlord. Portfolio: 107 multifamily units passive, 600+ multifamily units active, 64-bed assisted living new construction, totaling to $80M AUM. Based in: North Dallas, TX Say hi to her at: www.camillajeffs.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 sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at Gaylord Rockies Convention Center in Colorado this February 24-26th. In this session, Joe Fairless will help you identify your liabilities, maximize your opportunities, and accelerate your growth for your business. 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

What makes a syndication operator or general partnership reputable? How do you make sure you’re working with a competent team that will lead you to success? And how do you establish your own credibility and authority? Today, Travis Watts presents four painless ways to vet future groups and how you can use these methods to boost your own credibility. Want more? We think you’ll like this episode: JF2424: What Can Go Wrong Investing in Syndications? | Actively Passive Show with Theo Hicks & Travis Watts Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. 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

Brock Mogensen went from completing one house hack to an 89-unit syndication. Self-taught and with limited commercial real estate investing experience, Brock was able to successfully pitch himself to partners. In this episode, Brock details how he crafted his winning pitch and the lessons he’s learned diving headfirst into CREI. Brock Mogensen Real Estate Background Current full-time career: Real Estate Investor Company: Smart Asset Capital Current Portfolio: $10M AUM Years of real estate investing experience: 3.5 years Syndication: They buy several different asset classes (multifamily, industrial, retail, and self storage). Actively involved. Based in Milwaukee, WI Say hi to him at www.smartassetcapital.com www.capitalclub.io | www.howtoanalyzeadeal.com Best Ever Book: The 10x Rule by Grant Cardone 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

Daisy Serrano and Luc D’Abreau are a millennial husband/wife multifamily investing team that scaled their business through extensive networking. The wider their network grew, the easier it was to find the right people with the right competencies to secure good sponsors and partners. In this episode, Daisy and Luc share what it’s like to enter CREI as millennials and how they hustled to expand their circle. Daisy Serrano & Luc D'Abreau Real Estate Background Current full-time career Daisy: Real Estate Professional Luc: FinTech Sales Company: Make it Rain Capital (Process: intro call, investor portal, invest opportunity offering, partner with us, make it rain!). Portfolio: 445 units as LP's & 42 units as GP's. 3 years of real estate investing experience Syndicators, both active and passive Based in Austin, TX Say hi to them at: www.makeitraincapital.com Best Ever Book: The Energy of Money: A Spiritual Guide to Financial and Personal Fulfillment by Maria Nemeth Ph.D. Outwitting the Devil: The Secrets to Freedom and Success 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