The Best Ever CRE Show

Kristen is a Family Nurse Practitioner from Baltimore. She discovered her passion in real estate with an apartment complex. Real estate helped her get through the education for nursing. She balanced being a practitioner and real estate investor. Being able to get into real estate it became her passion and decided she wanted to focus on this field. Dr. Kristen Ray Real Estate Background Family nurse practitioner & real estate investor Started investing in 2011 Portfolio consists of 150+ units She is also a general partner & asset manager for Vital Investment Partners Based in Ellicott City, MD Say hi to her at: www.vitalinvestmentpartners.com Best Ever Book: Your Money or Your Life by Vicki Robin Best Ever Tweet: "Let some money work for you. You don't have to always work for your money." -- Kristen Ray Click here to know more about our sponsors RealEstateAccounting.co Learn more about your ad choices. Visit megaphone.fm/adchoices

AdaPia has been a guest of the show twice before, in 2014 and 2017. This time she’s here to talk about her book, Productive Intuition. She started writing it back in 2018, and the Covid lockdown gave her a push to finish the book. In the past, she’d feel that the deal would be off, yet she’d still go through with it since there was no rational reason behind the feeling. Now she’s learned how to listen to her gut, and she shows others that they can teach themselves to do it as well. AdaPia d’Errico Real Estate Background: Principal and VP of Strategy for Alpha Investing, a private real estate equity firm Alpha Investing invests in multifamily, senior housing, and affordable housing nationwide 20 years of real estate experience Author of Productive Intuition - connecting to the subtle Guest on episode JF1187 Based in Los Angeles, CA Say hi to her at: www.productiveintuition.com Best Ever Tweet: “In real estate, we use our gut all the time” - AdaPia d’Errico. Click here to know more about our sponsors RealEstateAccounting.co Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig has been representing office owners and tenants for 37 years. 25 years ago, he started acquiring buildings from his own account, making sure the two businesses do not compete. As Craig’s mentors said, there are market deals, off-market deals, and great deals. Now Craig focuses on finding great deals, and he shows his investors and other real estate professionals how to do the same. Craig Coppola Real Estate Background: Commercial real estate broker - specializing in leasing and sales of office projects 37 years of commercial real estate experience and 25 years of investing experience Portfolio consist of 17 real estate investments Based in Phoenix, AZ Say hi to him at: www.coppolacheney.com Best Ever Book: Psychology of Money Best Ever Tweet: “I get to look for unique transactions, and I encourage everyone to start looking for those” - Craig Coppola. Click here to know more about our sponsors RealEstateAccounting.co Learn more about your ad choices. Visit megaphone.fm/adchoices

Dani has been in the real estate market for over 16 years. He started investing back when he lived in Israel and continued with it after moving to the USA in 2004. He started building his portfolio by working closely with Silicone Valley residents who were looking to invest in real estate outside their zip code. Addressing the knowledge gaps that his potential investors had helped him gain their trust and secure the investment. Dani is still keen on educating and sharing his knowledge. In this episode, he offers some expert advice that the 2008 market crash has taught him that are still true today. Dani Beit-Or Real Estate Background: CEO of Simply Do It Real Estate Investments, a real estate investment boutique 16 years of real estate investing experience Has invested in and has guided others in the purchase of approximately 5,000 rentals Based in Irvine, CA Say hi to him at: www.simplydoit.net Click here for more info on groundbreaker.co Best Ever Tweet: “I’m not investing for the cash flow, but I want to have that buffer” - Dani Beit-Or. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, Theo and Travis are going to be talking about self-directed IRAs. What is a self-directed IRA? How does that differ from IRA or 401k you may currently have? Many investors use self-directed IRAs and there's almost $20 trillion of IRA money in the United States. The purpose of this episode is to provide insights obtained by one of our contributors. Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Syndication School episode, Theo Hicks, shares about ways to use technology to improve your multifamily investments. This is based on a great blog post that one of our contributors Veena Jetti. She wrote a really good blog post on how we can use technology to improve the experience of our residents at our multifamily investments, and improve the amount of money we can generate and turn them into money we can distribute to investors. To listen to other Syndication School series about the “How To’s” of apartment syndications and to download your FREE document, visit SyndicationSchool.com. Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach is the CEO & Co-Founder of Rise48 Equity, an experienced Multifamily Apartment investor, #1 Best Selling Author of "Success Habits of Super Achievers," and the Host & Founder of The Phoenix Multifamily Association. His passion for providing knowledge about financial freedom inspires him to provide passive income opportunities for investors and alike to use their time for more meaningful events such as spending time with families. Currently, he has now 420 units across five properties in Phoenix, Mesa, and Scottsdale worth over $48MM. In today's episode, Zach will be going into details about his journey and challenges as a Multifamily Apartment investor and his advice on how he got to where he is today. Zach Haptonstall Real Estate Background: Founder & President of ZH Multifamily He is lead sponsor, general partner, and equity owner of over $35,000,000 worth of commercial real estate apartment buildings Portfolio consists of 308 units Based in Scottsdale, AZ Say hi to him at: www.ZHMultifamily.com Click here for more info on groundbreaker.co Best Ever Tweet: "As a passive investor, build your presence and get to know your market while investing with people who are local as they are familiar like you." – Zach Haptonstall Learn more about your ad choices. Visit megaphone.fm/adchoices

John Stoeber is the Principal at Kronos Investment Partners. At 26, he discovered his passion in real-estate investing. Experiencing the pain of rehabilitation, John scaled himself to multifamily. He is a “spreadsheet-driven guy,” who functions well in planning and finances. John is eager to expand his repertoire of investments to heavy-valued ads and venture into growing markets. In this episode, John gets into detail on transforming his failures into a multifamily success. John Stoeber Real Estate Background: Full-time in corporate finance and Full-time in real estate 3 years of real estate experience Portfolio consists of 2 multifamilies totaling 34 units Based in Denver, CO Say hi to him at: www.kronosinvestmentpartners.com Click here for more info on groundbreaker.co Best Ever Tweet: “When analyzing your numbers, verify everything.” -John Stoeber Learn more about your ad choices. Visit megaphone.fm/adchoices

Cornelius was a podcast guest five years ago when he just started his journey as a realtor. Since then, he has worked with several brokerages. He also works as a school counselor full-time. Over the years, Cornelius has gained plenty of experience in time management and customer service. In this episode of #SkillsetSunday, he’ll be sharing his knowledge as well as some tips to manage a busy life efficiently. Cornelius Camp Real Estate Background: School counselor for Chicago Public Schools and a real estate agent 5 years of real estate experience Previous guest: JF220 Based in Chicago, IL Say hi to him at: www.CluelessRealtor.com Click here for more info on groundbreaker.co Best Ever Tweet: “Kindness always wins no matter in business or in personal life” - Cornelius Camp. Learn more about your ad choices. Visit megaphone.fm/adchoices

Operating in a crowded market has its challenges. In 2017, the return on Max’s adspend was growing smaller and smaller, and Max started looking for alternative ways of attracting clients in Dallas. Having a ton of competitors and the same list of clients as everyone else made him feel like he was worth a dime a dozen. That’s why he started niching down to the senior market and creating additional value for the deals with the help of a referral list and senior housing information. After a while, he wrote a book for his ideal client that helped him get exclusive deals and expanded his customer base. Max Keller Real Estate Background: Real estate investor, speaker, and mentor 5 years of real estate experience Max’s unique marketing approach landed him onstage with Robert Kiyosaki & the 2019 industry innovator of the year award Flipped over 100 houses Based in Dallas, TX Say hi to him at: https://dealschasingyou.com/fairless Best Ever Book: Deep work Click here for more info on groundbreaker.co Best Ever Tweet: “I’m not trying to help the whole world; I’m trying to help the people that I’m most situated to add value to” - Max Keller. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ashley was studying to be an accountant. However, 6 months into the job she decided to change her career and took on a property management job. Soon after that, she started investing into duplexes while still managing properties. Last February, she managed 82 residential and 16 commercial units all while having a portfolio of her own. Now she owns 35 units with 2 other partners. Having an Instagram account helped her grow a community of like-minded investors and introduced her to many opportunities such as hosting a Bigger Pockets podcast show. Ashley Kehr Real Estate Background: Full time buy and hold investor 6 years of real estate experience Portfolio consists of 35 units; 17 properties all buy and hold Based in Buffalo, NY Say hi to her on Instagram @wealthfromrentals Best Ever Book: Your Not Listening Click here for more info on groundbreaker.co Best Ever Tweet: “The best thing about social media for investors is the networking” - Ashley Kehr. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis will be answering their listeners’ questions and sharing their insights on investing in modern real estate development, like how important our entry cap rates versus exit cap rates in underwriting and how important are preferred returns. Rather than outsmarting the stock market, the best strategy is to mirror it in your portfolio — typically with investments based on market indexes — and afterward, sit back and see what happens. 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 for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

Theo Hicks dives deep into the themes of property management. Ensure that prior to hiring, you ask the right questions. Set expectations upfront with your management company in making sure they can accomplish the job AND have the willingness to accomplish it. Theo unpacks the five points in dealing with property management: How often do you want to interact with the management company? What types of reports do you want to receive from them? In what form would you want to receive these reports? What metrics should you be looking at? What other things can excellent asset managers do? Listen to this episode as Theo sheds a light onto these compelling questions! Weekly Performance Review Spreadsheet: https://www.dropbox.com/s/j17v0ib4euafbo0/Weekly%20Performance%20Review%20Template.xlsx?dl=0 Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie is an experienced business founder and passionate leader with a history of working in the marketing, travel, hospitality, and real estate investment industries. He is the founding partner of Akras Capital, a company that provides investment opportunities for those seeking passive income. He is currently scaling a real estate investment business focused on multifamily assets in inland growth markets across the US. Charlie is actively involved in the communities he resides, and serves as the local chapter leader for GoBundance, a Nationwide men’s and women’s group that supports “healthy, wealthy men and women leading balanced and epic lives.” In today’s episode, Charlie will be going into details about his journey in real-estate. He will share some challenges on investor relations and their strategies in business and marketing. Charlie Stevenson Real Estate Background: Founding Partner of Akras Capital 3 years of multifamily investing Portfolio consists of 4 properties totaling 450 units Based in Boulder, CO Say hi to him at: www.akrascapital.com Click here for more info on groundbreaker.co Best Ever Tweet: “If you try to go alone, you can go fast. But if you go together, you can go far. Go together and create a team. Don’t try to do it alone.” – Charlie Stevenson Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony got started in real estate straight out of school. His parents were in business for over 40 years, so it was a natural progression. Anthony got his license in June 2007. First several months of his career were great. But once the market crashed, he didn’t have a single listing for 6 months. He took that time to build relationships and rapport with people who could help him with his work. The first property he sold gave him a chance to look at the investor side of the real estate world, and Anthony was hooked. Anthony Mann Real Estate Background: CEO of A Social Strategy 13 years of investing experience Portfolio consists of 200 flips & currently owns 43 properties Based in Huntington, NY Say hi to him at: https://zeroretainer.com/optin-page Best Ever Book: Pitch Anything - Oren Klaff Click here for more info on groundbreaker.co Best Ever Tweet: “I gave up a little bit of income in the short term to be guaranteed income for the rest of my life” - Anthony Mann. Learn more about your ad choices. Visit megaphone.fm/adchoices

Melissa started out by doing flips and creating owner finance notes. After being in the business for over 17 years, she is now transitioning into the coaching space. Melissa teaches other real estate investors her skills and helps them customize and apply her guidance to their business. Melissa was finding up to 80% of her real estate deals with the help of her website. Its biggest advantage is that motivated clients come to you as opposed to you seeking leads via traditional marketing. In this interview, Melissa describes a step-by-step process of finding deals on the website if you don’t’ have any online presence yet. Melissa Johnson Real Estate Background: Full-time real estate investor, and the Co-Founder of San Antonio InvestHer meetup group 17 years of real estate experience She has completed over 1000 flips, and has a portfolio of rental properties and notes Based in San Antonio, TX Say hi to her at: www.themelissajohnson.com Click here for more info on groundbreaker.co Best Ever Tweet: “Testimonials are great for credibility” - Melissa Johnson. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ellis Hammond is living proof that a real estate investor doesn’t need to have an impressive portfolio in order to inspire and attract other investors. Having a powerful story and motivation is often enough. As a former missionary and college pastor, Ellis Hammond used to struggle with funding his ministry adequately, so he started looking for other ways to change lives for the better. Now, a full-time investor and entrepreneur, he’s built a business to a greater purpose that served others, and he helps other investors do the same. Ellis Hammond Real Estate Background: Full time multifamily investor Previous guest on JF1866 Leads a mastermind community, Kingdom REI, for other faith driven investors Based in San Diego, CA Say hi to him at: www.EllisHammond.com Click here for more info on groundbreaker.co Best Ever Tweet: “Most of my investors right now don’t really care about cash flow” - Ellis Hammond. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lauren Cohen loves real estate and fills many shoes. She’s an international lawyer, real estate investor, and a coach. She also has a non-profit organization that helps single moms invest in real estate. She often works with first-time investors, introducing them to the world of real estate and helping them form a new passive income stream. At the same time, she also works with experienced investors, helping them buy properties not only in their countries but also across borders. Lauren Cohen Real Estate Background: Serial entrepreneur, international lawyer, realtor, and cross-border expert 15 years of real estate experience Experience with flips, wholesaling, rentals, and subject-to on hundreds of properties Based in Boca Raton, FL Say hi to her at: www.ecouncilglobal.com/investintheus Best Ever Book: Take control of your life Click here for more info on groundbreaker.co Best Ever Tweet: “You have to unpack the package and look at what is right there in front of you” - Lauren Cohen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, Theo Hicks and Travis Watts will be answering the question, “Is Multifamily in a Bubble?” and sharing their insights about whether you should be investing right now? Or should we wait for the bubble to pop and take advantage of opportunities? Moreover, what should we be doing? They will also tackle the question, “Is now a good time to get started in Multifamily?” We get to know who we are potentially selling to, what the buying pool and the demand will look like, and the importance of an exit strategy. Click here for more info on groundbreaker.co 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 talks about why and when to bring apartment property management in-house. He will be basing this episode on the presentation given by the founder of Ashcroft capital Frank Roessler at the Best Ever Conference 2021. 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! Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

Karen spent over 25 years in the traditional investment business. Her specialty was helping clients with fixed income. Since interest rates have plummeted in the past decade, Karen started looking for new investment opportunities for her clients. That’s why she left the traditional business and turned to the real estate market. She started with single-family properties. But since her focus was on helping people mitigate risk, she went on to pursue multifamily property investment. She had the right skill set, so the transition was easy. Karen Oeser Real Estate Background: She left 25 years of traditional investing experience to pursue real estate Have been investing in single-family for a few years and recently transitioned into multifamily Portfolio consist of 3 single-family rentals and seeking new multifamily deals Based in Greenville, SC Say hi to her at: www.eastlightinvest.com Best Ever Book: Hidden Investing - Holly Williams Click here for more info on groundbreaker.co Best Ever Tweet: “I started with single-family, and that is a really great way to get your toe in the water ” - Karen Oeser. Learn more about your ad choices. Visit megaphone.fm/adchoices

John’s background is in engineering. In the 1990s, he took his engineering degree to get a job in the finance sector. Later, he joined the New York Stock Exchange. Transitioning into real estate was an easy choice after he flipped his primary residence that was purchased back in the 1990s. His focus is now on multifamily syndications. He knew that it was a big jump in terms of capital required to run that business, so he started looking for a mentor and a team. John C Paniagua Real Estate Background: Works at the NYSE full-time in regulatory technology software development 3 years as a flipper and 1 year as a GP/LP in 3 multifamily syndications Portfolio consists of 3 syndications Based in Rego Park, NY Say hi to him at: https://www.onewayholdingsllc.com/ Click here for more info on groundbreaker.co Best Ever Tweet: “When you build a team, you definitely want to not supplement each other but complement each other” - John C Paniagua Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott is a CEO of BiggerPockets, and Mindy is the Community Manager. Together they wrote a book for first-time homebuyers, helping them avoid rookie mistakes. They focus on primary resident homeowners who have a lifetime worth of earnings and savings to work with. They teach people how to spend their money without severely impeding their ability to make other investments. Scott and Mindy Real Estate Background: Scott is CEO of BiggerPockets Mindy is the Community Manager for BiggerPockets Scott has 6 years of REI experience while Mindy has 20+ years Scott’s Portfolio consists of 3 multifamily projects Mindy has 9 live-in flips, 2 rentals, a mobile home park, and a few syndications Based in Denver, CO Say hi to them at: www.biggerpockets.com/homebuyerbook Click here for more info on groundbreaker.co Best Ever Tweet: “You’re spending hundreds of thousands of dollars in most markets. You should know what you’re doing” - Mindy Jensen. 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 for more info on groundbreaker.co 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

Aurelien started his real estate journey in 2013 after getting inspired by David Azrieli, a Canadian real estate mogul. He picked up some books on the topic and started by acquiring a fourplex. A couple of years ago, he got interested in mobile parks and pursued that market. Now he has properties in both Canada and the US. We discussed the differences between managing a mobile park and regular multifamily properties. We also talked about the value of strong personal relationships and rapport when working in the real estate business. Aurelien Bonin Real Estate Background: Founder of The Mindful Investor 7 years of real estate experience Portfolio consists of 60 units in Canada from single family to 8-plex, 11 pad mobile home park in Arizona Based in Ontario, CA Say hi to him at: www.themindfulinvestor.net Best Ever Book: Confessions of a Real Estate Investor Click here for more info on groundbreaker.co Best Ever Tweet: “Rapport is key in our industry” - Aurelien Bonin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis will be answering the podcast listeners’ questions. They cover the topics of cap rates and return split structure. Even though some deals may look great on the surface and offer you great returns, you still have to do your due diligence and make sure that you know what you’re getting into. Theo and Travis provide examples showing how easily the numbers can be skewed or manipulated when it comes to projected returns. We also have a Syndication School series about the “How To’s” of apartment syndications, so be sure to download your FREE document by visiting SyndicationSchool.com. Thank you for listening. Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, Theo Hicks introduces a new host of the Best Real Estate Investing Advice Ever podcast show, Ash Patel. His background is in IT, and he stumbled upon the world of real estate because of the tax advantages. In 2011, he purchased his first property, a mixed-use building. Pretty quickly he noticed that the commercial part of the building required way less involvement on his side, while the residential apartments always needed additional investment of time and money. From then on, his biggest focus was on acquiring more commercial properties. Ash has a wide span of qualifications. He does his own property management, chases his deals, and invests in bigger projects with Joe. He is a great addition to the podcast, so be sure to check the interviews he’ll be doing! Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

Moneeka was aware of the real estate business opportunities since she was a child. Following the American Dream, her parents saved their hard-earned nickels and dimes to buy properties. She graduated college during the recession and started a real estate business of her own. Moneeka used cash gifted at her wedding as a down payment for her first property. From then on, her real estate business took an intuitive path. 27 years later, Moneeka’s portfolio value is over $12M. Being based in San Jose, California, she specializes in buying executive houses for great long-term renters, and she secures her renters before investing her money into a new property. Moneeka Sawyer Real Estate Background: Full-time Podcast host and Investor 27 years of investing experience Portfolio consist of 5 executive homes, also started a ground-up construction project Current portfolio value is about $12M Based in San Jose, CA Say hi to her at: www.blissfulinvestor.com Best Ever Book: The One Thing - Gary Keller Click here for more info on groundbreaker.co Best Ever Tweet: “Everybody has stress and money issues. Do you want poor people money issues, or rich people money issues?” - Moneeka Sawyer. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lauren started working in real estate right out of college. Her journey began in a corporate environment, and she was mostly dealing with commercial properties. Once she had a child, Lauren decided to leave her job and work for herself. At the time, her brother was flipping houses, and he offered her to join the business. In 2016, she started looking for properties outside of the competitive southern California market in order to expand her business. Now, Lauren has a coaching program for those who’d like to go virtual and reach markets all over the country regardless of where they live. Lauren Hardy Real Estate Background: Real estate investor, coach, and host of wholesaling Inc. Podcast Over 10 years of real estate experience Has invested in 100s of properties, including developing spec houses, and flips Based in Orange, CA Say hi to her at: https://www.wholesalinginc.com/virtual/ Click here for more info on groundbreaker.co Best Ever Tweet: “Flipping the house opened up a lot of ways that you could get ripped off by contractors” - Lauren Hardy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Darrah used to be an entrepreneur who built businesses thinking that bigger was better and more was the way to go. Over time, the four companies she has built took over her life, and Darrah hit the burnout phase. She restructured her businesses and her life in order to spend more time traveling and learning. That’s how she got into mentorship and coaching, helping other entrepreneurs and investors who are at a burnout point find their passion again. Darrah Brustein Real Estate Background: Founder of four businesses; Equitable Payments, Network Under 40, Network Over 40, & Mind Your Business Accelerator Author of “Finance Whiz Kids” Prolific writer & interviewer for Forbes & other outlets working with Shaq, Seth Godin, Bobbie Brown & many more Her mission is to connect people to the resources they need to elevate what they do. Based in Atlanta, GA Say hi to her at: www.darrah.co Previous guest on JF151 Click here for more info on groundbreaker.co Best Ever Tweet: “We don’t know when it’s enough and why we’re building it in the first place.” - Darrah Brustein. Learn more about your ad choices. Visit megaphone.fm/adchoices

Twelve years ago, Ashley and her husband started looking for investment strategies other than the stock market. They started with a few short-term and long-term rentals, eventually expanding to single-family units with historical background and multifamily units. Before she formed a company of her own, she was a partner with another investor on a 225-unit multifamily property. Despite having a solid business plan, the company lost 120 people within the first ninety days through evictions and skipping. Ashley tells how she managed to turn around the sticky situation and raise the occupancy to 90% even with Covid-19 as a backdrop. Ashley Wilson Real Estate Background: Full-time real estate investor 10 years of real estate experience Portfolio consists of 600 units Based in Philadelphia, PA Say hi to her at: www.BadAshInvestor.com Click here for more info on groundbreaker.co Best Ever Tweet: “The name of the game is to increase your equity.” - Ashley Wilson Learn more about your ad choices. Visit megaphone.fm/adchoices

Bruce started his real estate journey by buying and repositioning single-family units and worked his way into the multi-family market. His company, Bakerson, now focuses on legacy ownership, making sure that his clients have a solid investment to pass on to their future generations. Bruce’s dad owned a bakery and employed his family members. It’s no wonder that his own company now centers around family values too. Legacy ownership doesn’t have to be about status and social rank. Instead, one could build something of value to pass on to their children while also teaching them how to make a living. Bruce Wuollet Real Estate Background: Owner of Bakerson, & full-time multifamily syndicator Over 18 years of real estate investing experience Bakerson has bought thousands of individual units, repositioned them, and sold them The personal portfolio consists of 250 units Track record of 16 multifamily - 850 units and transacted over 2,000 single-family homes Based in Scottsdale, AZ Say hi to him at: www.bakerson.com Best Ever book: Life is Magic by John Dorenbos Click here for more info on groundbreaker.co Best Ever Tweet: “As an individual, I’m not so concerned whether I’m remembered, but I do want to pass on the work ethic and what got us where we are” - Bruce Wuollet. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis are talking about three things that allow people to succeed in the real estate business. While many people focus on the markets, demographics, projections, and other specifics of the business plan, some fundamental things should be right about the deal for it to work. Occasionally, real estate investors get lucky and make a decent return even when some of these laws are bypassed. However, those are exceptions, not the rule. 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. Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Syndication School episode, Theo Hicks talks about building a team that lasts. As we’ve mentioned in the previous episodes, your team is one of the risk points of your deal-making process. Nobody wants the hassle of working with people that are not right for your business, and you don’t want to lose credibility by having a high team turnover rate. Theo gives a step-by-step process of putting together a team that lasts and shares some ways of presenting it the right way to your prospective investors. 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! Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

David started his real estate career back when he was working as a hospital administrator in the Democratic Republic of Congo. He was looking for financial freedom and the ability to live and work wherever he wanted. David partnered with his father, and they started a real estate business together. By the time he went back to the United States, his company has already had an impressive portfolio. To acquire these properties, they followed a simple recipe that worked: save, pay the 20% down payment, rinse and repeat. They now mostly work with small multifamily units, but they also work with commercial properties. David Grabiner Real Estate Background: Full time multi-family real estate investor 6 years of real estate experience Portfolio consist of 137 multifamily units and 14 commercial units Based in Chattanooga, TN Say hi to him on Instagram @Diy_landlord Best Ever Book: Never split the difference - Chris Voss Click here for more info on groundbreaker.co Best Ever Tweet: “Normally, what hurts the revenue and increases expenses is when you have inefficient turnovers” - David Grabiner. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chad quit engineering because it pigeonholed him into a very narrow career path. Real estate, however, offered him plenty of opportunities without limits. His family had a real estate business, and he followed in their footsteps. He started by acquiring a 35-unit multifamily property. It was an off-market opportunity, and the business took off from there. Since then, Chad has taught several classes on how to approach real estate brokers and leverage your perceptual position into getting off-market deals even if you’re a first-time investor. Chad Sutton Real Estate Background: Full-time real estate investor, formerly Aerospace/Mechanical Engineer 2 years Portfolio consists of 138 units, 5 properties Based in Nashville, TN Say hi to him at: www.thequattroway.com Best Ever Book: The Honey Bee Click here for more info on groundbreaker.co Best Ever Tweet: “What you really have to do is build that perceptual position” - Chad Sutton. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ravi’s business started with a Google search “How to make money online.” After investing in a course, he started running ads for other people. That’s how he started an advertising agency and massively scaled it. Ravi believes that the foundations of advertising hold true no matter what business you’re in. Once you write sales letters that convert, that skill can be applied to any industry. Ravi Abuvala Real Estate Background: #SkillsetSunday Law school dropout and founder of Scaling With Systems Scaling With Systems is an accelerator that works to bootstrap and scale businesses In the past 14 months, he has scaled two 7-figure businesses with less than $1,000 of his own capital & 4 commission-based employees. Based in Miami, FL Say hi to him at: www.scalingwithsystems.com Click here for more info on groundbreaker.co Best Ever Tweet: “Everyone offers leads; no one offers closings” - Ravi Abuvala. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Larsen started investing at 21. He was racing bicycles for 7 years on a professional level at the time, but he knew that he could do more with his life. Investing gave him the feeling of freedom that riding a bicycle once did. He went on to build a portfolio of single-family rentals. Over time, he moved on to multi-family units and commercial real estate and did his first syndication in 2016. Four years and nine syndications later, Chris is here to share his perspective and experience. Chris Larsen Real Estate Background: #SituationSaturday Full-time real estate investor, author, and sales executive Founder of Next-level income, through which he helps investors become financially independent 20+ years of investing experience Experience in development, private-lending, buying distressed debt, commercial offices, and syndication Based in Asheville, NC Say hi to him at www.nextlevelincome.com Best Ever Book: Who Not How Click here for more info on groundbreaker.co Best Ever Tweet: “You don’t identify the deal first. You identify the market first.” - Chris Larsen. Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2010, Sharad started looking for a source of passive income. That’s how he bought his first investment property. A couple of years later, he built a real estate portfolio that allowed him to quit his job as an accountant and become a full-time investor. His business is now 60% wholesale and 40% retail deals. Now that his business is scaled and streamlined, he started looking for new venues. His company, REsimpli, was built to manage various parts of his business. Now creating a one-stop business solution is his main focus. Having a superstar team allows him to run three successful businesses at the same time. Sharad Mehta Real Estate Background: Founder and CEO of REsimpli.com, a business in a box for real estate investors 10 years of investing experience Portfolio consists of 75 units 90% free & clear and completed 600 deals in the last 10 years Based in Toronto, CA Say hi to him at: www.resimpli.com Best Ever Book: Book of Joy Click here for more info on groundbreaker.co Best Ever Tweet: “The goal is always to keep scaling” - Sharad Mehta. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis will be making a case for multifamily real estate as an asset class. This episode builds on previous episodes of the Actively Passive podcast that covered various industry reports and showcased in-depth information about the multifamily market. This time, Theo and Travis are explaining why multifamily real estate is a great choice for passive investment in 2021. And while there are many nuances for each market and specific deals, some common indicators show how profitable and secure the multifamily asset class investments can currently be. 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! Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Syndication School episode, Theo Hicks shares three valuable tips that will help you maximize your profits and build trust with potential investors. These tips were originally used specifically for the crowdfunding environment. However, they can be easily adapted for raising capital in other ways. 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! Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

From the music industry to IT, and then to real estate, Frank has always been fond of receiving education and learning something new. While working in IT, he picked up a few properties on the side. In 2011, he walked away from the corporate world and became a full-time investor. Back then, he started by utilizing the power of tried and true methods of reaching people such as direct mail and networking. In 2020, people are still happy to share what they do in a casual conversation and get on the phone to discuss a deal, so old tricks do work when used properly. Frank Iglesias Real Estate Background: Full-time investor 11 years of investing experience Portfolio consist of several rentals, construction projects, has completed 100s of deals as a wholesaler & flipper Based in Atlanta, GA Say hi to him at: www.buyinvestmentassets.com Best Ever Book: Think and Grow Rich Click here for more info on groundbreaker.co Best Ever Tweet: “Surround yourself with the best people you can afford” - Frank Iglesias. Learn more about your ad choices. Visit megaphone.fm/adchoices

Like many other real estate investors, Mike started his journey at a corporate 9 to 5 job. His buddy suggested branching out and becoming a landlord. Since then, has Mike grown his portfolio and has now become a property manager. Most of his properties were built before the 1940s, and few construction companies in the area could handle that kind of work. That’s why he opened his own construction company. He now has a nice cash flow coming from these adjacent fields, and his companies are working in synchrony with each other. Mike Bonadies Real Estate Background: Full-time landlord and owner of Side By Side MRO, a construction company that specializes in pre-1940 construction & property preservation Co-owns TerraVestra Property Management 5 years of construction experience His personal portfolio consists of 25 units TerraVestra manages 250 doors, and his construction company works with 600 rental units Based in Sewell, NJ Say hi to him at www.sidebysidemro.com Click here for more info on groundbreaker.co Best Ever Tweet: “The system includes more problem-solving in pre-1940s construction.” - Mike Bonadies. Learn more about your ad choices. Visit megaphone.fm/adchoices

John cut his teeth as a traditional real estate broker. He escaped the “hamster wheel” of chasing sales thanks to a mentor who put him on the fast track to investing. That paradigm shift made him see licensed agents as problem-solvers for homeowners rather than just salespeople. Now John teaches real estate agents how to leverage their license into creating 8-10 various income streams as opposed to relying on commission alone. In this episode, he talks about his lead intake process that helps licensees make the most out of their leads. John Chin Real Estate Background: John and Ron are the founders of Investor Agent Together they have done 2,800 rentals and flip properties (mostly short sales, foreclosures, and REOs) Closed over $260 Million in residential investments He currently manages over 470 cash flow rentals Based in Orlando, FL Say hi to him at www.investoragent.com Click here for more info on groundbreaker.co Best Ever Tweet: “You’ve got to look at your listing as just one tool in your tool chest. It’s not the main driver of your business ” - John Chin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Gary Beasley is the Co-Founder and CEO of RoofStock, a real estate investment marketplace. He was a previous guest on episode JF1129 where he shared more of his journey and start into real estate but today he is going to share a sticky situation where he was in the middle of a deal and lost his funding while in the middle of it and only had one month left of cash. Gary Beasley Real Estate Background: Co-Founder and CEO of RoofStock, a real estate investment marketplace Gary was co-CEO of Starwood Waypoint Residential Trust - which owned and managed 15,000 single-family rentals A previous guest on episode JF1129 Based in Oakland, CA Say hi to him at www.roofstock.com Click here for more info on groundbreaker.co Best Ever Tweet: “It’s amazing how resilient our industry is, especially after COVID19” - Gary Beasley Learn more about your ad choices. Visit megaphone.fm/adchoices

Gary’s father’s death pushed him into the real estate investment path. In 2007, he emigrated to Canada from the UK, and that’s when he got serious about doing real estate full-time. Utilizing his electrical engineering background, Gary became an owner and a contractor of several single-family properties. Through joint venturing, he managed to create a portfolio, eventually refinancing and moving on to a different phase of his life. Gary Spencer-Smith Real Estate Background: A full-time investor for the past 8 years 20 years of investing experience The portfolio consists of 24 single-family homes, 5 cabin holiday resort, 110 person restaurant, houseboat, and converted a 24,000 sqft dealership into offices, storefronts, storages, and a warehouse, Based in British Columbia, Canada Say hi to him at: www.revnyou.com Best Ever Book: Sapiens Click here for more info on groundbreaker.co Best Ever Tweet: “I looked at what real estate could do for my life, and that was like a switch.” - Gary Spencer Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today Theo and Travis will discuss the importance of thinking about the exit strategy before entering a deal. In a way, this is not the topic that gets covered often since most investors are not thinking ahead far enough. However, selling the asset is a vital part of the investment process. Travis gives an example of how something that looks like a great buy at first can turn out to be a lemon if nobody wants to take it off your hands. And just because a property is at a great acquisition point, it doesn’t mean that you should jump into the deal. 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! Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Syndication School episode, Theo Hicks shares some of the best practices used by Ted Greene, the Investor Relations Manager of Spartan Investment Group. Theo shares several techniques that’ll help you build trust and form a relationship with potential passive investors. Many syndicators have been in the business for such a long time that it’s hard for them to put themselves into the shoes of someone who’s looking to become a limited partner for the very first time. And while numbers are of immense importance, one shouldn’t underestimate the power of human connection when sealing the deal. 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! Click here for more info on groundbreaker.co Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2008, Gustavo’s wife got her real estate license. Seeing how well she was doing, Gustavo followed her in 2010. He was doing the real estate hustle part-time as he was still working as a Microsoft Senior Engineer. In 2013, he went full time, and in 2015 he transitioned into inside sales. Now his agents utilize Facebook to get motivated leads, making over 50k outbound calls every day. Gustavo Munoz Castro Real Estate Background: Former Microsoft Senior Engineer turned Real Estate agent turned inside sales guru Runs one of the largest inside sales teams for real estate in North America, 65 agents making 50k outbound dials a day His Agent set 100 appointments with buyers and sellers every day, mostly from Facebook leads 10 years of real estate experience Based in Mexico and working in the US and Canada Say hi to him at: www.powerisa.com Best Ever Book: High Output Management Click here for more info on groundbreaker.co Best Ever Tweet: “The magic of Facebook is that it can be used for both scenarios, the motivated buyer and the motivated seller.” - Gustavo Munoz Castro Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian’s first experience with real estate started when he purchased his first house after reading Kiyosaki’s “Rich Dad, Poor Dad”. As an active duty Marine, Brian was relocated every couple of years. Every time he moved, he added a new single-family home to his portfolio. In 2016, he did the math and found out that he was nowhere close to his passive income goal. Looking for ways to scale, he jumped into multifamily units and formed a real estate investment firm with three partners. With his latest acquisition being a 167-unit property, he’s finally approaching his income goal and getting ready to retire from the Marine Corps. Brian Briscoe Real Estate Background: Active duty US Marine assigned to the Pentagon and co-founder of Four Oaks Capital, a multifamily investing firm Host of a new podcast called “Diary of an Apartment Investor” In 2007 he started in real estate with a single-family home, & in 2018 he jumped into multifamily His current portfolio consists of 5 apartment complexes; 250 units Based in DC Say hi to him at: www.fouroakscapital.com Click here for more info on groundbreaker.co Best Ever Tweet: “Wherever you’re at, just start small. ” - Brian Briscoe Learn more about your ad choices. Visit megaphone.fm/adchoices