The Best Ever CRE Show

Anthony Faso is a self-proclaimed recovering CPA who transitioned his financing firm towards infinity banking when the global financial crisis happened on 2008. Cameron Christiansen was a small business owner whose life was changed after reading a book by Nelson Nash. Together, they help clients utilize an infinite banking strategy to secure cash-flowing assets and create a passive income. Initially, flipping raw land was something novel and rigorous to finances for them. Infinity banking is not just for you but also something you want to leave as a legacy for the next generations to come. Today, Anthony and Cameron discuss on how to leverage infinity banking to achieve your goals. Anthony and Cameron Christiansen | Real Estate Background Full-time financial advising 10 years experience in real estate Cameron’s portfolio consists of raw land Anthony’s portfolio consists of flipping raw land and rentals Based in Las Vegas, NV Say hi to him at: www.infinitewealthconsultants.com/bestever Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Nobody's going to care more about your money than you.” –Anthony Faso Learn more about your ad choices. Visit megaphone.fm/adchoices

Ketan Patel is a high-performance coach, capital raiser, and real estate investor who started as pharmacist. Thinking about finding another source of income instead of relying on a corporate job, he decided to buy single-family units but realized how it was not the way to achieve his goals—the idea of syndication and capital raising daunted him. Ketan never runs from challenges; not having money to problematic tenants, he decided to take things at his hands and formulated a strategy that would propel him to success. In this episode, Ketan discussed the compelling journey of an immigrant to a syndication extraordinaire. Ketan Patel | Real Estate Background: A high-performance coach and capital raiser 8 years of real estate investing experience Has raised over $10M for syndications Based in Boston, MA Say hi to him at: www.ketanpatel.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “If the deal did not work out or something bad happened, it’s not the end of the world. Everyone will learn and be better next time.” –Ketan Patel Learn more about your ad choices. Visit megaphone.fm/adchoices

Anton is a full-time real-estate investor who, with his wife, climbed their way to success. They built their 40-unit portfolio through their savings – no partners, no syndications, or creative financing. Anton started buying single-family properties then recently transitioned to multifamily properties in Kansas City, Missouri Market to scale their portfolio faster. He relies on fundamental indicators, economic population and job growth, in high-growth and depressed markets to decide which market he wanted to dip his toe into. In today's #SkillsetSunday episode, Anton dives into a discussion to dissect his thought processes to build a stable and robust portfolio – by utilizing property analysis. Anton Ivanov Real Estate Background: Entrepreneur, software engineer, and founder of DealCheck.io 7 years of real estate investing experience Portfolio consists of small multi-family and single-family rentals totaling to 40 units Based in San Diego, CA Say hi to him at: www.dealcheck.io Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Being sensitive to your tenants is the way to maintain your relationship. You create a positive environment, you are on their side, and if something bad happens, you will work with them.” -- Anton Ivanov Learn more about your ad choices. Visit megaphone.fm/adchoices

Eng Taing was born in Thailand in a refugee camp. Growing up, his background gave him a strong push to seek more and hustle in order to achieve success. When Eng grew up, he started looking for ways to invest his money. He disliked the stock market for its volatility, and the crash of 2007 proved him right. So Eng put his money into a triplex which gave him a predictable and stable income. He scaled his business by becoming a limited partner in syndicates, and now he helps other investors do the same. Eng Taing Real Estate Background: CEO and Founder of Touzi (Toe-Zee) Capital Born in a refugee camp in Thailand 12 years of investing experience Touzi Capital portfolio consist of 625 units with $85M under management Based in San Francisco, CA Say hi to him at: www.touzicapital.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “I gravitate towards those who are open to sharing and educating ” - Eng Taing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan started working in real estate right out of college. He put together the money he made doing odd jobs, invited two other investors, and purchased a property in Manhattan. He fixed the property, refinanced it, and made his money back within the next couple of years. Thanks to his networking skills, he learned a lot of insider information about refinancing and flipping, so he managed to make a hefty profit relatively quickly. Twenty years later, Dan’s investments amount to $80 million, and he owns 850 units. He now mentors aspiring investors and helps them acquire wealth by investing wisely. Dan Tokayer Real Estate Background: Founder of Simplicity Capital 21+ years of real estate experience Has acquired, operated, and invested in $80 million of commercial real estate across 850 units Based in New Jersey Say hi to him at: www.simplicitycap.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “When the market is bad, that should be the best time to raise money because things are substantially cheaper” - Dan Tokayer. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis share the differences between Accredited Investors and Qualified Purchasers. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s Syndication School episode, Theo Hicks shares with you part 2 of 2 on how you can automate your money-raising process to help you succeed in your syndication business. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Listen to this episode to know more about these six strategies. To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bronson is the founder and CEO of Bronson equity. Bronson began investing in real estate 13 years ago, first developing a solid single-family portfolio before moving on to multifamily. He’s an expert dedicated to educating practitioners and business owners about how to gain financial independence by fully passive investing. Bronson is now the General Partner for 225 houses, and he is adamant about spreading the word about the advantages of passive investments in multifamily syndications. Bronson shares his first investment property story and how his mentor constantly pushed him to improve as an investor. Bronson Hill Real Estate Background: Founder and CEO of Bronson Equity 15 + years’ experience Portfolios consist of 800 units as a GP, and over $60M of multifamily real estate Based in Pasadena, CA Say hi to him at: www.bronsonequity.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “If you make yourself valuable to valuable people, you will find a place for yourself in any industry.” – Bronson Hill Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Ham is a full-time real estate operator and syndicator who started as a corporate pilot. After discovering that the job was not as exciting as he thought, he learned how his friends made money for a month was the same as how much he made in a year as a pilot. He first sold a duplex, earned $300, and that was the start of his real estate journey. Out of a thousand units, his first 402 units were completed through “creative financing”, while the rest are through seller financing and master lease. In this episode, Bill dissected his experience and insights in real estate investing by utilizing these three forms of financing. Bill Ham | Real Estate Background Full-time real estate operator and syndicator 15 years of experience Portfolio consist of 1100 units Based in Georgia Say hi to him at: www.creativeapartmentdeals.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “You should build, refresh, reset, and keep in touch with your network constantly.” –Bill Ham Learn more about your ad choices. Visit megaphone.fm/adchoices

For 10 years, Dan participated in many industries, landing him in the hospitality industry and Apartments.com. They layer a full online leasing platform that covers the entire transaction: find the place you want to live, apply, get screened, pay rent, and submit maintenance requests through the platform. In today’s episode, Dan will discuss the best practices to ensure the apartment rental business continues to succeed during uncertain times. Dan Russotto Real Estate Background: Vice President of Product at Apartments.com 25+ years of extensive startup & Fortune 500 experience Based in Atlanta, GA Say hi to him at www.apartments.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “One of the big things we wanted to try to accomplish with this rental tool was to ease the chief complaints of our renters, which is not having to pay multiple times for our screening and only getting a soft credit check instead of a hard credit check.” - Dan Russotto Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s episode, three experts tell us ways to raise more money from passive investors. Three people give us tips and secrets on how to raise more money. Set yourself up for success raising money via crowdfunding. We'll discuss the best practices to raise capital using a very unique approach on LinkedIn. You'll discover advice on how to best position yourself, your deal, the specific real estate niche you invest in, to your passive investors . Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Chris's advice on how to set ourselves up for success and maximize the amount of money we can raise via crowdfunding. He talks about doing the right research on the crowdfunding website to make sure it's a good fit.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Adrian was a police officer when he started investing in real estate. Originally, he wanted to subside his pension and create a stream of passive income. Half a decade later, he had his lending power leveraged to its full extent, and that’s when he started branching out. He started creating joint ventures and partnerships with other like-minded investors. Now Adrian is a full-time realtor and investor with a portfolio consisting of 2 commercial and 54 residential properties. Thanks to his decade-long real estate experience, he managed to retire early from the police force, and he now focuses on creating joint ventures and attracting new capital. Adrian Pannozzo Real Estate Background: Full-time realtor and investor 10 years of real estate experience Portfolio consists of 54 properties totaling 210 units and 2 commercial properties Based in Ontario, Canada Say hi to him at: www.investwithepc.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Think abundance, first and foremost” - Adrian Pannozzo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis share 10 questions to ask before passively investing. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s Syndication School episode, Theo Hicks shares how you can automate your money-raising process to help you succeed in your syndication business. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Listen to this episode to know more about these six strategies. To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andy Heller has been investing in real estate since the 1990s. His career started when he attended a seminar on how to purchase properties from a foreclosure list. However, that strategy was very taxing emotionally. So Andy and his partner modified their initial plan, opting to work with banks once the property has been foreclosed. And if they couldn’t find a buyer quickly enough, they offered a lease option. This strategy was much easier to execute. Moreover, it was scalable. Listen to the episode to learn how Andy Heller makes money flipping real estate in detail. Andy Heller Real Estate Background: Owner of Regular Riches 30+ years of real estate experience Bought hundreds of properties Based in San Francisco, CA Say hi to him at: www.regularriches.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “You can’t always assume you’re going to buy a property and flip it because a buyer may not walk in the door. You’ve got to have a backup” - Andy Heller. Learn more about your ad choices. Visit megaphone.fm/adchoices

Coming from a family of medical professionals, Dr. Bender studied to be a dentist. Originally located in Baghdad, Iraq, his family had to move to Dubai, and that’s where he got introduced to the world of real estate. After the 2008 market crash, Dr. Bender had to go back to dentistry to support his family. They moved to Canada, and then to Boston. In 2019, Dr. Bender got back into real estate by purchasing a 45-unit multifamily house in North Carolina. He’s now in the process of acquiring a 200-unit together with two other investors. Dr. Bender Real Estate Background: CEO of American Dental Group with 5 dental offices, real es tate investor, e-commerce, and day trading 3 years investing in Abu Dhabi and 2 years in the USA Portfolio consisting of 45 units, in process of selling to buy a 200 unit asset before the end of 2020 Based in Boston, MA Say hi to him on www.benderscapital.com Best Ever Book: Best Ever Syndication book Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Even if you do not have the money, you probably have friends who believe in you” - Dr. Bender. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stace is the owner of Trust Deep, a branding agency and evergreen North properties. Stacy has 20 years of investing experience and currently has four properties: a small apartment Building and syndication. Stace was involved in advertising in 20 years at the same time building a career in branding in advertising. Stace got interested in the real estate business when her mother started buying single family homes and renting them, Stace saw the profit potential and got interested in investing in the business as well. In today’s episode Stace will share how he started in the real estate business and how he faced the challenges along the way. Stace Caseria Real Estate Background: Owner of Trust Deep, a branding agency and Evergreen North Properties 20 years of investing experience Currently has 4 properties, a small apartment building, & a syndication Based in Boston, MA Say hi to him at: www.trustdeepagency.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Mindset matters. Change your mindset. Don't pursue solely transactional relationships.” – Stace Caseria Learn more about your ad choices. Visit megaphone.fm/adchoices

Lars left a cushy corporate job to do real estate. One of the requirements of the job was having to travel a lot, and he couldn’t be a good husband and a dad doing that. In 2007, Lars got his real estate license, but he quickly realized that real estate wasn’t what he thought it was. He was hoping for flexibility and more free time with his family. Instead, he was facing the 70-hour workweeks again. Since marketing and lead generation was his favorite part of the job, he started looking for ways to restructure his business to fit his interests and life goals. Lars Hedenborg Real Estate Background: Founder of Real Estate B-School; providing training and coaching to top producing agents and team leaders. He went from working 70 hrs a week to one day a week through his trial-and-error development of a system driven-business 13.5 years of real estate experience Lars has helped facilitate 4,000+ home purchases since 2007 Based in Charlotte, NC Say hi to him at: www.realestatebschool.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Just cause you could hand-write an envelope and stick a stamp on something, doesn’t mean that it’s the best use of your time” - Lars Hedenborg. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lucas has been a real estate investor since January 2008. In 2017, he got into solar development. Lucas got interested in green energy for several reasons. First, he uses it to increase the cash flow of the property. Being able to take advantage of the tax credit is also nice, and the accelerated depreciation plan is very beneficial as well. And while ROI varies depending on the area’s energy and labor costs, he believes that green energy can add value to the property and help real estate investors increase their cash flow. Lucas Weismann Real Estate Background: President of Blue Mustang Investments 12 years of real estate investing experience Portfolio consists of 4 single family rentals, & a 24-Unit Apartment Based in Denver, CO Say hi to him at: www.w-consulting-group.com Best Ever Book: Miracle Morning Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Find a local mentor group” - Lucas Weismann. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis share the difference between the Capital Stack and Waterfall methods. It has a lot to do with risks, due diligence, and just being comfortable in what you’re investing in. But both are very crucial in the active and passive investing perspective. We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Syndication School episode, Theo Hicks shares his thoughts, insights, and analysis of the Yardi Matrix’s Bulletin for April 2021 about the markets that have fully recovered from the pandemic’s recession. To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Learn more about your ad choices. Visit megaphone.fm/adchoices

Rachel is a former financial advisor, and now a real estate investor with a portfolio of 40 doors. At 27 years of age. Rachel quit her job and retired with $15,000 a month in passive income. Rachel is also the author of two books, “money honey”, “passive income, aggressive retirement”. Rachel is passionate about helping young women, millenials and Gen Z. She combined her sales skills with her passion with finance but then she realized that she wanted to invest in real estate to set a goal for early retirement. In today’s episode she will share with us her transition from being a financial advisor to her $15,000 a month in passive income investment, she will share to us the details on how she started her journey and her goals on the way. Rachel Richards Real Estate Background: Former financial advisor and real estate investor At 27 Rachel quit her job and retired with $15,000/month in passive income Author of 2 books; “Money Honey” and “Passive Income, aggressive retirement.” Portfolio consists of 40 doors Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Being good at something doesn't mean that you enjoy something, and I did not enjoy sitting in an office cold calling people all day long..” – Rachel Richards Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark is a certified financial planner with over 10 years of experience assessing commercial real estate investors. Mark also helps real estate investors become their own source of financing. Mark dug deep into some strategies to become not just debt-free but correspondingly found a solution to build wealth, to help clients invest in real estate. Mark aims to create a more secure financial life by creating contracts to determine outcomes. Mark Willis Real Estate Background: Certified Financial planner and Bank on yourself professional Assessing CREI’s for 13+ years Helps CREIs become their own source of financing Based in Chicago, IL Say hi to him at: www.nyafinancialpodast.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Know what you want your money doing for you, because if you don't do that, you'll end up chasing a lot of fancy, shiny objects. So ask yourself, sit down and make a little checklist..” – Mark Willis Learn more about your ad choices. Visit megaphone.fm/adchoices

Kris is the Founder and CEO of ArdorSEO, an Award-Winning Digital Growth Agency that directs traffic to your website. Enamored by his ego with his early success in the tech industry, Kris got a wake-up call when the global financial crisis happened—he lost his job, went back to Australia, and assessed what else he wanted to do in his life. As a business expert and tech enthusiast, he had always been interested in the framework that builds the massive global network called the internet, and today, Kris breaks down the discovery he found on unlocking the secrets of website traffic—that changed his life forever. Kris Reid Real Estate Background: Founder of Ardor SEO Business Growth Expert Developed a simple system to direct traffic to your website Based in Brisbane, Australia Summit coming soon: www.ardorseo.com/bestEver Say hi to him at: www.ardorseo.com Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Google looks at the whole internet as a big internal web; they can’t trust what you are saying at face value. They have to look at what everyone else is saying and how your content reflects that.” – Kris Reid Learn more about your ad choices. Visit megaphone.fm/adchoices

James shares a strategy to get in touch with sellers, to work directly with them, and get at a good price per door. Dylan explains where he buys his list, how he finds owner contact information, and how the conversation goes. Lastly, Cory goes into detail on the importance of creating the right marketing piece that addresses the owner’s pain point. He talks about tactics and provides a very unique twist on the direct mailer. James Condasami Real Estate Background: Found two at the time of the interview off-market, apartment opportunities, one, 45 units, another 174 units. Dylan Borland Real Estate Background: He does differently that allows him to generate more off-market apartment leads. Their firm does 106 and flips a year on the single-family side. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Once you do enough marketing, you build a relationship with them and they are able to trust you.”- James Condasami Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing up, Chris didn’t have much, but his mom taught him to dream big. With her help, he opened a skateboard and snowboard shop when he was just 16. After the dot-com bubble crash, he got a job at Wall Street and soon became a top financial advisor. In 2006, Chris did his first flip and went on to do a few more deals until the Great Recession of 2008. At that moment, he had just purchased a dilapidated building and had his girlfriend move in with him. At the same time, he was just one mortgage payment away from bankruptcy. He experienced both wild successes and crashes throughout his career, and now he mentors others on wealth-building and the secrets of the rich. Chris Naugle Real Estate Background: Co-founder and CEO of FlipOut Academy, The Money School, and Money Mentor 16 years of real estate investing experience Portfolio consists of 500+ real estate deals - flips, wholesales, rentals Based in Buffalo, NY Say hi to him at: www.chrisnaugle.com Best Ever Book: Profit First Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Changing one thing, adding one step to your life changes everything” - Chris Naugle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis will be sharing about investing in cash flow vs. equity gain. Theo and Travis discuss the pros and cons, as well as compare the two. 80% of people in the United States are probably in the mindset of investing for equity gains: the "buy low, sell high" mentality. The bigger picture is when your passive income streams exceed your lifestyle expenses, you have financial independence, time freedom. At the end of the day, you have flexibility. We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s Syndication School episode, Theo Hicks shares 6 Multifamily strategies that will succeed in the future. Greg Willet presented the six investing ideas and tactics to implement in 2021. The advice is mostly based on the reaction to the recession that occurred after the pandemic. The first tactic is to focus on the markets that outperformed the national average from a rental perspective. The second tactic, don’t bank on a flight to quality. The third tactic is to explore a low capital value add strategy. The fourth tactic is to test out new operational strategies to determine what works today because what works now most likely did not work before. The fifth tactic: focus on renewals to obtain high-quality residents. The last tactic is to make sure you’re focusing your assets of branding and marketing on lifestyle-related factors such as customer service, appearance, ease of living at the property, location, and less on the actual pricing factors. Listen to this episode to know more about these six strategies. To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Learn more about your ad choices. Visit megaphone.fm/adchoices

Ward is a dedicated and exemplary property owner who takes opportunities to the next level. He spent nine years working as a salesperson selling chemicals when he decided to put fate into his hands by building a business by acquiring a real-estate in bankruptcy. Ward started to take off from there up to the point where his commercial real-estate products reached almost half a million square feet! Through his patience, wisdom, and placing importance in relationship building, Ward sheds light on how he best utilized these opportunities. Ward Schraeder Real Estate Background: Develops commercial properties; primarily medical facilities 35 years of real estate experience Portfolio consists of 50,000 sq ft of medical office space, 50,000 sq ft of rental properties, 2,000 acres of land holdings, and flipped 18 commercial properties Based in Kansas City, KS Say hi to him at: www.wardschraeder.com Best Ever Book: “The Millionaire Next Door” by Thomas J. Stanley Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “My life has been mostly taking advantage of opportunities.” –Ward Schraeder Learn more about your ad choices. Visit megaphone.fm/adchoices

Matthew started his real estate journey at 16 when he purchased a two-family home with his grandmother’s money. Four years later, he bought another property that was a challenge to manage. That experience taught him a lot of lessons that he applied later in his career. With two other partners, he acquired a two-family house that he managed and renovated. After buying several more units, getting a construction license, and founding a property management agency, they were still looking for new opportunities. That’s when Matthew met a new investor and future partner who helped them take the business to a new level. Matthew Tortoriello Real Estate Background: Full-time real estate investor and property manager 25+ years of real estate experience Portfolio consists of 250 units, flipped 100, & wholesaled over 200 Based in Springfield, Mass Say hi to him at: www.yellowbrick.org Best Ever Book: Recession Proof RE Investing Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Don’t focus on learning everything because you’ll never learn everything. You’ll learn a lot along the way” - Matthew Tortoriello. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this #SkillsetSunday episode, Stace Caseria talks about the importance of trust. You can increase the trustworthiness of your brand by understanding its 4 fundamental parts. Stace describes how trust works for a real estate professional who’s looking to reach out to a new lead for the first time ever. He also talks about the ways to make a brand or a business sound authentic and how to market your services on a whole different level. Stace Caseria Real Estate Background: Owner of Trust Deep, a branding agency and Evergreen North Properties 20 years of investing experience Currently has 4 properties, a small apartment building, & a passive investor in a syndication Based in Boston, MA Say hi to him at: www.trustdeepagency.com Best Ever Book: The Speed of Trust Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “You can’t build trust with smoke and mirrors because eventually you’ll get caught” - Stace Caseria Learn more about your ad choices. Visit megaphone.fm/adchoices

Jonathan got his real estate start in a family fix-and-flip business. As he was growing up, family dinners resembled business meetings a lot. After the last recession, Jonathan decided to join it full-time since good jobs were hard to come by. Thanks to his deep involvement in the business, he had a chance to learn every facet of real estate. After separating from the fix-and-flip business, Jonathan and his brother started a new company focusing on multifamily buildings. Last November, he bought his first large multifamily unit in Kansas City, and this year he closed the deal on a 72-door house in Oklahoma City. Jonathan Barr Real Estate Background: Full time real estate investor 11 years of real estate experience Portfolio consists of 14 unit building, 72 unit building, a commercial property, and has been involved in 400+ flips Based in Los Angeles, CA Say hi to him at: www.JB2investments.com Best Ever Book: Psychology of money Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “Start bigger sooner” - Jonathan Barr. Learn more about your ad choices. Visit megaphone.fm/adchoices

John grew up in a blue-collar area just outside of Pittsburg; his family had coal miner and farmer roots. At the age of 24, John graduated college with $200k worth of student debt. By the age of 30, John had a wife and two kids to take care of, and the same student debt to pay off. Real estate turned it all around for him. His goal was to attain $20k in passive income, and he pursued it one house after another while having a full-time job as a chiropractor. Later he wrote a book called “The Wealthy Gardner” where he talked about winning financially and taught others life lessons on prosperity. John Soforic Real Estate Background: Attained a net passive income of 20,000/month Now a full-time property manager and author 25 years of real estate experience Portfolio consists of 110 doors freely owned (no loans), and has flipped 75 properties while working full-time Based in Mount Pleasant, PA Say hi to him at: www.wealthygardener.com Best Ever Book: The Checklist Manifesto Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “I stopped reading books that I liked. I stopped watching TV that I liked. You sacrifice.” - John Soforic. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis will be sharing experiences and stories about investing in syndications. They want to ensure no one ever wants to invest in syndications. It's good to give the alternative perspective because things aren't just black and white, or good or bad in terms of investing. There are people that make money doing a lot of different things. There's no perfect investment -- there are always risks. There is definitely a risk in communication and reporting of financials. We also have a Syndication School series about the “How To’s” of apartment syndications and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Syndication School episode, Theo Hicks, shares five evolutionary ideas for your business. We are going to take advice from Joe Fairless, as he talks about five lessons about things that you need to do once you have reached a certain size in your business which are, Number one is reduce your liability as a syndicator by hiring an in person compliance expert. Number two is set clear expectations and provide motivation for your team members,. Step number three, is to create a fund for better returns to your investors, Number four is to focus on your investing business, by hiring other people to maintain and grow your thought leadership platform. number five is how to overcome that success paradox which is to find three trusted colleagues to provide you with honest feedback. Let’s listen to this episode for these 5 lessons. To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Learn more about your ad choices. Visit megaphone.fm/adchoices

Terry is the author of the Wiley publication "The Encyclopedia of Commercial Real Estate Advice." Since 1997, he has been the chairman of Apartment Loan Store and Business Loan Store, two mortgage banking companies specializing in commercial loans in all 50 states. He has worked as a top producer for Lasalle Bank and Lehman Brothers, and he is well-known for his excellent investment consultations and strategies. Terry has been speaking about commercial real estate investing and lending to commercial real estate investor groups and real estate experts worldwide for the past 18 years. In today's episode, Terry will be going into details about the ways to find investors in real estate. Terry Painter Real Estate Background: President and founder of Apartment and Business Loan Store Owned real estate investments for over 40 years Portfolio consist of 2 rentals and currently seeking multifamily properties Based in Portland, OR Say hi to him at: www.apartmentloanstore.com Best Ever Book: "The Encyclopedia of Commercial Real Estate Advice" Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: "Don't talk about what-ifs. Talk about it from what you've either done in the past or what you plan to do." – Terry Painter Learn more about your ad choices. Visit megaphone.fm/adchoices

Jordan is a Real Estate Investor, Host of the Austin Real Estate Investing Podcast, and the owner of the Moorhead Team. He has been an entrepreneur since he was a kid and got into real estate investing before he got a realtor's license. He focuses on growing his business, investing in real estate, and helping others get started in real estate. In total, Jordan and the Moorhead Team have acquired 29 units along with syndications. In today’s episode, Jordan will go into the details about single families, multi-families, turn-key, and his real estate background. Jordan Nicholas Moorhead Real Estate Background: Full-time realtor and investor 5 years of real estate investing experience Portfolio consist of 25 units and 3 syndications Based in Austin, TX Say hi to him at: www.themoorheadteam.kw.com Best Ever Book: The Lifestyle Investor Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “It's very hard to find houses for people to buy. It's very easy to find people who want to buy houses.” – Jordan Nicholas Moorhead Learn more about your ad choices. Visit megaphone.fm/adchoices

In the course of his career, Jason has trained thousands of investors and 42 acquisition teams around the nation. His specialty is creating an off-market blueprint to grab motivated seller leads in 30+ ways as opposed to the typical 5 ways that everybody uses. This mentality allows investors to be seen as a solution in the eyes of the seller, often resulting in cash transactions on the spot and a mutually beneficial business relationship. Jason Palliser Real Estate Background: Full-time real estate investor & hedge fund acquisitions consultant 25 years of real estate experience Has personally closed over 3,000 Based in St. Pete, FL Say hi to him at: www.2dayblueprint.com Previous guest on JF1749 Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “If there’s a cause you need help with, we’re always happy to help.” - Jason Palliser. Learn more about your ad choices. Visit megaphone.fm/adchoices

In college, Dave took a class on building an eco house. That’s when he fell in love with architecture, engineering, energy efficiency, and building in general. Dave’s life took many unexpected turns. He spent several years in Bolivia learning the ins and outs of entrepreneurship. After that, he worked for a nonprofit organization that introduced him to fundraising. Over time, he partnered with his friends and family to start his real estate business. Now he’s a triple threat - a commercial broker, a syndicator, and an owner of a property management company. Dave Holman Real Estate Background: Commercial broker, syndicator, and owner of a property management company 9 years of real estate experience Portfolio consists of 94 units across 14 buildings approximately valued at $11M Based in Brunswick, ME Say hi to him at: www.holmanhomes.com Best Ever Book: Investment Biker Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “A commercial broker might misprice a residential property just like a residential broker might misprice a commercial property ” - Dave Holman. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hemal spent two decades traveling between three continents as he provided management consulting services to several fortune 100 companies. Several years ago he decided to hang up his traveling boots and join the financial world, which led him to real estate. He was both a passive and active investor, and now his portfolio consists of close to 600 apartments. His focus was multifamily syndication, and now he’s expanding to other classes as well. Thanks to his diverse background in business and management, Hemal was able to scale his company into a billion dollar business very quickly. Hemal Badiani Real Estate Background: Sr. Vice President in the Financial Space 8 Years of real estate investing experience Portfolio consist of actively sponsoring or managing close to 600 apartments Based in Charlotte, NC Say hi to him at: www.exponential-equity.com Best Ever Book: Indestructible Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Best Ever Tweet: “A vision for a million-dollar company is different from a vision for a billion-dollar company ” - Hemal Badiani. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Episode of Actively Passive Investing show, we will talk about when we should not passively invest. We are here Travis as well to share his thoughts as well. They will go through the pros and cons on Passively Investing based on your goals and where you are at. They will discuss the general overview of the differences between active investing and passive investing. And then some of the potential pros and cons for each Click here to know more about our sponsors RealEstateAccounting.co thinkmultifamily.com/coaching Learn more about your ad choices. Visit megaphone.fm/adchoices

Theo is on the podcast to discuss what it takes to become one of the nation’s top companies. Founding a company without any prior experience is a challenging concept to fathom with no one to turn into when unforeseen situations occur. With a majority of companies being founded at a young age, the Founder Syndrome is something to be expected when scaling is at stake— coming from an abrupt success with little to no foundation. From the presentation made by the Co-Founder and CEO of Spartan Investment Group, who experienced 1,479% growth in 2020, any company with the grand ambition to scale should know the three tips to be at the top-most echelon. Define your culture, develop your plan, and create your team. How can you effectively utilize these points to navigate your company to success? In this episode, Theo dissects and dives deeper into these three vital points to achieve what you have always envisioned. Click here to know more about our sponsors RealEstateAccounting.co Learn more about your ad choices. Visit megaphone.fm/adchoices

Abiel is the Vice President and Founder of SAR Apartment Capital, a Miami-based real estate investment and asset management firm specializing in multifamily apartment syndication. He is also the Principal Broker for United Dream Real Estate, a full-service real estate brokerage in Florida with over $150 million in sales. He focuses on sourcing, acquiring, and managing multi-family assets with low risk and high ROI potential for our investors. The key to his excellence is his competence and dedication in helping his investors gain financial freedom and build sustainable wealth. In this episode, Abiel takes us through the importance of strong relationships and partnerships and why it became the foundation of their success. Abiel Ballesteros Real Estate Background: Full-time real estate investor 16 years of real estate investing experience Portfolio consist of 845 units Based in Miami, FL Say hi to him at: www.abielballesteros.com Click here to know more about our sponsors RealEstateAccounting.co Best Ever Tweet: “Having partnerships allows you to see the things that you don't see.” – Abiel Ballesteros Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason is a real estate broker, a home builder, a developer and an appraiser. With more than 20 years of experience he has the foundation for what properties are worth and can help you get familiar with the real estate industry. Gaining over 160 rental units and 120 flips in wholesale, he too has his career ups and downs. He has an exciting story to tell explaining how he crawled his way to success! Jason Moss Real Estate Background Real Estate Broker, Home Builder and an Appraiser. More than 20 years’ Experience Portfolio consist of 160 rental units and 120 flips in sales Based in Queen Creek, AZ Say hi to him at: https://m.youtube.com/c/RealEstateGettingStarted/?sub_confirmation=1 Click here to know more about our sponsors RealEstateAccounting.co Best Ever Tweet: "Don't be afraid to buy old. Just get started. Because that if I were to tell if I convinced myself years before that, you know this has all happened within the last four years." -- Jason Moss Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris grew up in a low-income family, but he learned to dream big. His business experience ranged from creating a clothing line and opening a chain of snowboarding shops to working on Wall Street and being one of his firm’s top three financial advisors. After the stock market crash, Chris started focusing on his real estate portfolio, which was more of a side project at the time. By 2014, he had a sizable portfolio and several other things in the works. Unfortunately, that’s when he learned that banks aren’t always friendly, so he started to find ways to fund his ventures by becoming his own bank. Now Chris mentors others and helps them take charge of their finances. Chris Naugle Real Estate Background: Co-founder and CEO of FlipOut Academy, The Money School, and Money Mentor 16 years of real estate investing experience Portfolio consists of 500+ real estate deals - flips, wholesales, rentals Based in Buffalo, NY Say hi to him at: www.chrisnaugle.com Best Ever Book: Profit First Click here to know more about our sponsors RealEstateAccounting.co Best Ever Tweet: “If we didn’t need a conventional bank anymore, what would life look like?” - Chris Naugle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stacy started her real estate quest by applying for a job at a local real estate company when she was in high school. What started as a bet ended up becoming her profession. At 19, Stacy got her real estate license and started working hard at filling the gap the local market had at the time. Stacy started her career in 2006, just a couple of years before the housing market crash. In 2020, her experience surviving the recession is as relevant as ever. Stacy Bahrenfuss Real Estate Background: Founder & CEO of Catalyst Group Started her real estate company at 19, surviving the housing crisis of 2007-2010 She built her real estate company into a 7-figure operation Based in Eagle, ID Say hi to her at: https://www.catalystidaho.com/ Best Ever Book: The 5am Club Click here to know more about our sponsors RealEstateAccounting.co Best Ever Tweet: “What you do in a bad market is what protects you in the good market” - Stacy Bahrenfuss. Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach started his career back in 2014 by purchasing a garage apartment. Over the next couple of years, he and his wife focused on small multifamily houses, building up their portfolio to 28 units. When they were on vacation, Zach noticed a self-storage facility that gave him an idea for a new business. He got rid of all his residential units, and now he owns self-storage properties across 3 states. Zach Quick Real Estate Background: Full-time self-storage owner/operator 6 years of real estate experience Portfolio consist of 7 self-storage facilities in Arkansas and Missouri Based in Northwest Arkansas Say hi to him at: [email protected] Best Ever Book: Profit First Click here to know more about our sponsors RealEstateAccounting.co Best Ever Tweet: “Listen to what you feel called to do and don’t fight that” - Zach Quick. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, Theo will talk with Travis about the 15 different types of passive income streams that he is somehow involved in. They’ll share insights about investment opportunities, private placement investing, the concept of being a passive investor, and the effective ways to generate passive income. If you have questions for us or have a topic you want to discuss, you can email that to me at [email protected], and we’ll cover it on the Actively Passive Investing Show. We also have a Syndication School series about the “How To’s” of apartment syndications, and be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening, and I will talk to you tomorrow. Click here to know more about our sponsors RealEstateAccounting.co Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Syndication School episode, Theo Hicks is going to go back to cover some of his favorite presentations at the best ever conference 2020. We'll be talking about Jillian Helman of Realty Mogul. Realty Mogul has purchased over $2.8 billion in real estate. Jillian provided tips on things you learned managing a large portfolio during COVID. Click here to know more about our sponsors RealEstateAccounting.co To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Thank you for listening and I will talk to you tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices

Savannah started investing in real estate while she was on maternity leave with her second daughter. She and her husband were looking for different ways they could start investing their money, growing their wealth, working towards financial freedom, and they stumbled upon real estate. They started investing in single-family homes and then switched into multifamily. Right now they’re doing value-add multifamily syndication deals. Within 1 year, they acquired 15 units. Today, Savannah will be explaining which details helped her team reach their goals. Savannah Arroyo Real Estate Background Full-time registered nurse and a Multifamily Syndicator Manager The portfolio consists of 15 units Based in Sacramento, CA Say hi to her at www.thenetworthnurse.com Best Ever Book: Crushing It by Gary V. Best Ever Tweet: “The more you share, the more you network, the more you help other people grow, it has the potential of coming back to you.” -- Savannah Arroyo Click here to know more about our sponsors RealEstateAccounting.co Learn more about your ad choices. Visit megaphone.fm/adchoices