Westside Investors Network (WIN)

Check the episode transcript hereABOUT SPENCER HILLIGOSSSpencer Hilligoss is a passive investor who runs Madison Investing - a club where LPs gain access to the same types of niche investment opportunities where Spencer deploys his own money - including cash-flowing assets like self-storage, mobile home parks, multifamily and private credit.  Spencer Hilligoss brings over 13 years of leadership experience as a former technology executive, building and scaling high-performing teams at five companies—three of which became billion-dollar "unicorns." Before co-founding Madison Investing, he led business development and professional development at LendingHome, one of the nation’s largest private lenders.As CEO, Spencer drives Madison Investing’s strategic vision, investor relations, and business development efforts. He is also an active investor and sought-after speaker, sharing his expertise on real estate and financial growth strategies.  THIS TOPIC IN A NUTSHELL: ·         Spencer’s background in real estate investing·         From Fintech to Full-Time Investing ·         Growing Up in Real Estate (And Coming Full Circle) ·         First Rental Lessons in the Bay Area ·         Scaling Through Long-Distance & Private Placements ·         Entrepreneurship as a Lifestyle Design Tool ·         Over-Education to Accelerate Confidence ·         The Importance of Community & Mentorship ·         Adapting to Market Cycles ·         Preferred Asset Classes & Investment Focus ·         The 5-Part Sponsor Vetting Framework ·         Looking Beyond IRR: Evaluating True Track Record ·         Getting “Under the Hood” of a Deal ·         Behavioral Interviewing for Sponsors·         Sponsor Transparency & Communication   KEY QUOTE:  “If someone has been able to operate an asset, buy it, operate it, improve it, whatever that business plan might be, and sell it at a profit, they should be able to articulate that in exhaustive detail and show that on paper and somehow.”    ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe  #RealEstateInvesting #PassiveInvesting #RealEstateSyndication #SponsorVetting #DueDiligence #PrivateEquityRealEstate #MultifamilyInvesting #CommercialRealEstate #AccreditedInvestor #InvestorEducation #CashFlowInvesting #AssetProtection #WealthBuilding #LongTermInvesting #PortfolioGrowth #AlternativeInvestments #CapitalPreservation #InvestmentStrategy #RealAssets #InflationProtection #FinancialIndependence #MarketCycleInvesting #SmartCapital #DealAnalysis #OperatorSelection #InvestmentFramework #RiskAdjustedReturns #GenerationalWealth #HighNetWorthInvesting #RealEstateProfessionals  CONNECT WITH SPENCER HILLIGOSS:Website: www.madisoninvesting.com Personal site: https://spencerhilligoss.com/ LinkedIn: https://www.linkedin.com/in/shilligoss/ X: https://x.com/SpenceHilligoss    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT BEN MURPHYBen has a proven track record of successfully closing approximately $600 million in multifamily transactions in Oregon and SW Washington since 2014. His outstanding market relationships and reputation are best in class and will significantly enhance our existing reach across all divisions that we work. Beyond his professional accomplishments, Ben is a dedicated supporter of environmental causes, actively contributing to organizations such as the Nature Conservancy and Greenpeace. Additionally, he serves as a member of the Multifamily Northwest Government Affairs Committee. THIS TOPIC IN A NUTSHELL:  ·         Guest Introduction – background and journey in real estate·         Blue State vs. Sunbelt Investing·         Market Cycles & Supply Trends ·         Current Lending Environment·         Multifamily Distress Reality Check ·         Broker Metrics & Prospecting Data ·         Cap Rate Expansion & Value Decline ·         Expense Pressure on NOI ·         Transaction Volume Slowdown ·         Outlook for 2026 & Market Bottom ·         Affordable Housing & Policy Challenges ·         Preparing Assets for Sale ·         Connect with Ben  KEY QUOTE:  “The best real estate strategies are built for decades, not market cycles.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe #RealEstateInvesting #CommercialRealEstate #MultifamilyInvesting #CREInvestor #MultifamilyRealEstate #ApartmentInvesting #RealAssets #HardAssets #LongTermInvesting #BuyAndHold #CashFlowInvesting #CapRate #ValueAddRealEstate #RealEstatePortfolio #WealthBuilding #InflationHedge #InvestmentStrategy #PassiveIncome #RealEstateMarket #InvestorMindset #BlueStateInvesting #MarketCycles #RiskAdjustedReturns #CapitalPreservation #SmartCapital #CREWealth #FinancialFreedom #RealEstateEducation #ProfessionalInvestors #GenerationalWealth CONNECT WITH BEN MURPHY:Email: ben.murphy@cinw.com LinkedIn: https://www.linkedin.com/in/ben-murphy-35968935 CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT JOEY MUREJoey Muré is co-founder and Partner at Wealth Without Wall Street, dedicated to helping individuals achieve financial independence through passive income strategies. After over a decade of success in the mortgage industry, Joey shifted his focus to empowering others to break free from traditional financial systems and build lasting wealth.As co-host of The Wealth Without Wall Street Podcast and co-author of Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income, Joey shares practical steps for achieving financial freedom.  THIS TOPIC IN A NUTSHELL: ·         Guest Introduction – background and journey in real estate·         Why only asset-producing income becomes a problem·         Shift in Mindset: From Income to Passive Income·         Intentional wealth building·         Breaking Away from Wall Street·         Pivotal book that changed his financial trajectory·         Retirement is deferred living, not financial freedom·         Regaining control of capital instead of outsourcing it·         Identifying “Money Traps”·         Opportunity cost and loss of liquidity·         Cash Flow vs. Cash Accumulation·         Building a Passive Income Operating System·         Overview of Wealth Without Wall Street’s framework·         Investor DNA & Buy Box Framework·         Chasing Trends vs. Building Freedom·         Flipping and Crypto as investments ·         Structured lending and cash-flowing assets·         Tax Strategy & Family Office Insights·         Final Thoughts & Closing Insights·         Free Resources and tools    KEY QUOTE:  “Passive income is what buys your time back” – Joey Mure      ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe #RealEstateInvesting #PassiveIncome #FinancialFreedom #RealEstateInvestors #InvestorMindset #WealthBuilding #CashFlowInvesting #AlternativeInvestments #FinancialIndependence #TimeFreedom #MoneyMindset #GenerationalWealth #InvestingEducation #SmartInvesting #WealthWithoutWallStreet #RealEstatePodcast #InvestorEducation #AssetBasedIncome #IncomeProducingAssets #PrivateInvesting #RealAssets #BuildWealth #FinancialLiteracy #InvestmentStrategy #PassiveCashFlow #CapitalControl #InvestForFreedom #LongTermWealth #AccreditedInvestors #DealDeepDive  CONNECT WITH JOEY MURE:Website:          https://www.wealthwithoutwallstreet.comLinkedIn:          https://www.linkedin.com/in/joey-mure-b376824/Free resource: https://go.wealthwithoutwallstreet.com/win   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT BEN SALZBERG Ben is a real estate developer, operational strategist, and business leader with over 25 years of experience building and optimizing high-performing real estate platforms. As Co-Founder and Chief Operating Officer of Self Storage Developers, Ben leads strategy, operations, and market expansion across Class “A” Self Storage, RV & Boat Storage, and Multi-Family developments nationwide. With a background in mechanical engineering, an MBA in quality management, and a Master of Arts in Teaching (MAT), Ben brings a rare blend of technical precision, process optimization, and leadership development to real estate. His engineering expertise drives smart, efficient design.   ABOUT BILL KANATAS Bill is a visionary entrepreneur and real estate developer with a strong track record in self-storage, multi-family, and mixed-use developments. As the Co-Founder and CEO of Self Storage Developers, he leads the company’s strategic growth, site acquisition, and investment initiatives, focusing on developing Class “A” self-storage facilities across the United States. With a deep understanding of market trends and a commitment to quality, Bill has played a key role in forging partnerships with top national operators such as Public Storage, Extra Space Storage, and Life Storage.   THIS TOPIC IN A NUTSHELL: ·         Guest Introduction – background and journey in real estate·         How they transitioned into self-storage from corporate and construction careers·         Why self-storage is a recession-resistant, tax-advantaged investment·         The "4 D's" driving demand·         National growth strategy using data, demographics & local relationships·         Navigating zoning, development costs, and municipal red tape·         Leveraging REIT-level management and exploring solar-powered RV storage·         Finding off-market land deals and building for future market demand    KEY QUOTE:  “Self-storage is a product that everyone needs at some point in their life.” – Bill Kanatas “You can build wealth and help people at the same time. That’s what this business is all about.” – Ben Salzberg     ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe#SelfStorageInvesting #RealEstateDevelopers #StorageUnits #AlternativeInvestments #CREDevelopment #RealEstateDeals #BuildToRent #LandAcquisition #PassiveInvesting #CommercialDevelopment #InvestInStorage #REITStrategy #PropertyDevelopment #StorageDevelopment #InvestSmarter #PrivateEquityRealEstate #OffMarketDeals #InvestorMindset #CREOpportunities #RealEstateReturns #IncomeProducingAssets #ScalableInvesting #LongTermInvesting #StorageFacilities #DataDrivenInvesting #NationalRealEstate #RealEstateStrategy #TaxAdvantagedInvesting #StorageSyndication #WealthThroughRealEstate  CONNECT WITH BILL & BEN:Website:          https://self-storagedevelopers.comBill’s LinkedIn: https://www.linkedin.com/in/bill-kanatas-micp-999255141/ Ben’s LinkedIn: https://www.linkedin.com/in/bensalzberg/     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT JOEL MILLERAfter obtaining a BA in accounting, Joel Miller began investing in rental property in 1978 while simultaneously pioneering a 35-year career as a professional mobile disc jockey. He soon became a respected contributor to magazines for both trades. He has flipped over 100 houses since 1991, and as a leader of a professional organization for landlords, he teaches their Landlord 101 course and a class on house flipping. Additionally, he is now a hard money lender to other investors as well as a trusted mentor, best-selling author, and a frequent podcast guest as well as a noted benefactor and volunteer in his community.   THIS TOPIC IN A NUTSHELL: ·         Guest Introduction – background and journey in real estate·         Why he wrote Build Real Estate Wealth·         Joel’s investing journey·         How to balance real estate investing with a full-time career·         Skills learned from rentals that transferred to flipping and renovations·         Importance of proper tenant selection ·         From flipping to lending·         Leveraging OPM (Other People’s money)·         Teaching generational wealth·         Advice for new investors·         Why rentals offer more stability than flips·         The value of having backup exit strategies ·         Where to find Joel’s book, website, and social platforms  KEY QUOTE:                              “Tenant selection is the most important skill in rental real estate."  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe  #RentalPropertyInvesting #TenantScreening #RealEstateWealth #LongTermRentals #PassiveIncomeTips #RealEstateEducation #HardMoneyLender #BuyAndHoldInvestor #RealEstateAuthor #RentalSuccess #CashFlowStrategy #LandlordTips #REInvesting101 #BuildYourPortfolio #TenantSelectionMatters #MindsetOfAnInvestor #FinancialFreedomPath #RealEstateGoals #RentalRevenue #PropertyManagementTips #SideHustleSuccess #SmartLandlording #LeverageRealEstate #InvestWithPurpose #OPMStrategy #WealthBuildingJourney #RentalGameStrong #LegacyInvestor #DisciplinedInvestor #BookForInvestors CONNECT WITH JOEL:Phone:             (814) 868-1116 Website:          http://www.JoelMillerBooks.com LinkedIn:          https://www.linkedin.com/in/joel-miller-42981811/ Facebook:        https://www.facebook.com/joel.miller.503092     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT DAVE WOLCOTTDave Wolcott is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency and upside potential as a reliable alternative to the volatility of the stock market. He is the author of "The Holistic Wealth Strategy", a framework for building real wealth and living and extraordinary life, and also the host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast.  THIS TOPIC IN A NUTSHELL: Guest IntroductionDave’s Origin StoryStarting the Investment JourneyTraditional vs. Alternative InvestingHow the Ultra-Wealthy Allocate WealthPantheon Investments OverviewSix Types of CapitalCreating a Personal & Family Vision5 Phases - Holistic Wealth Strategy FrameworkAsset Repositioning ExamplesBuilding Passive IncomeAdvice for BeginnersClosing InsightsConnect with Dave  KEY QUOTE: “True wealth is more than money — it’s health, time, relationships, and fulfillment.”   ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe  #RealEstateInvesting #AlternativeInvestments #PassiveIncome #WealthStrategy #HolisticWealth #RealEstateInvestor #AccreditedInvestor #InvestmentStrategy #PrivateEquityInvesting #RealEstatePortfolio #CashFlowInvesting #TaxEfficientInvesting #BuildWealth #LongTermWealth #FinancialFreedom #WealthMindset #InvestorMindset #CapitalAllocation #MultifamilyInvesting #PrivateMarkets #AssetRepositioning #VirtualFamilyOffice #PortfolioDiversification #NonCorrelatedAssets #TaxAdvantagedInvesting #RealEstateSyndication #CashFlowRealEstate #GenerationalWealth #SmartInvesting #EntrepreneurMindset CONNECT WITH DAVE:Website: https://pantheoninvest.comLinkedIn: https://www.linkedin.com/in/dave-wolcott-863306Download the Free book: https://holisticwealthstrategy.com   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT SCOTT SAUNDERS Scott Saunders is a Senior Vice President with Asset Preservation, Inc. (API), A subsidiary of Steward Information Services Corporation. Scott has an extensive background in IRC §1031 exchanges, having been involved in hundreds of thousands of 1031 exchanges during his 37 years in the exchange industry. Mr. Saunders presents classes on advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals. Mr. Saunders received his bachelor degree in Business Economics from the University of California at Santa Barbara.  THIS TOPIC IN A NUTSHELL:  Understanding the Basics of 1031 Exchanges What qualifies as a "like-kind" property? Why 1031 exchanges are a key tool in deferring capital gains tax The role and importance of a Qualified Intermediary The 45-day identification window explained The 180-day completion requirement How to identify replacement properties Trading up from residential to commercial or multifamily Simplifying your portfolio through consolidation Geographic diversification to manage risk Reverse and build-to-suit exchanges The most common mistakes investors make during a 1031 Why early planning is crucial for a successful transaction Growing interest in DSTs (Delaware Statutory Trusts) How inflation and rising interest rates are changing investor strategy Regional investment shifts and institutional-style diversification Final Takeaways Connect with Scott   KEY QUOTE:  “Deferred taxes are dollars you can reinvest — and that’s how portfolios grow faster."  ABOUT THE WESTSIDE INVESTORS NETWORK    The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.    The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #1031Exchange #Reverse1031 #RealEstateInvesting #RealEstateInvestor #TaxStrategy #RealEstateTaxBenefits #RealEstatePortfolio #InvestmentProperty #ReverseExchange #CashFlowRealEstate #PassiveIncome #WealthBuilding #BuildWealth #ScaleYourPortfolio #RealEstateEducation #RentalPropertyInvesting #LongTermInvesting #WealthStrategy #GenerationalWealth #AssetProtection #TaxDeferral #PropertyInvesting #RealEstateTips #InvestorMindset #FinancialFreedom #RealEstateTaxes #CostSegregation #BonusDepreciation #SmartInvesting #RealEstateGrowth   CONNECT WITH SCOTT: LinkedIn: https://www.linkedin.com/in/scott-r-saunders-6278273      CONNECT WITH US    For more information about investing with AJ and Chris:  · Uptown Syndication | https://www.uptownsyndication.com/  · LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  · Uptown Properties | http://www.uptownpm.com  · Youtube | @UptownProperties    Westside Investors Network  · Website | https://www.westsideinvestorsnetwork.com/  · Twitter | https://twitter.com/WIN_pdx  · Instagram | @westsideinvestorsnetwork  · LinkedIn | https://www.linkedin.com/groups/13949165/  · Facebook | @WestsideInvestorsNetwork  · Tiktok| @WestsideInvestorsNetwork  · Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT DUGAN KELLEYDugan P. Kelley co-founded Kelley Clarke, PC, to provide big-firm expertise locally. The firm operates nationally and specializes in securities and real estate. Mr. Kelley, who chairs the firm’s related practice groups, has facilitated real estate transactions over $2 billion. His experience spans 20 years in trial and litigation. Additionally, he served as an adjunct law professor and has been recognized as a “Super Lawyer Rising Star.” Mr. Kelley is also a best-selling author and active in non-profit work, including efforts against human trafficking. He lives with his wife, Michelle, and their three sons, participating actively in their church and community.  THIS TOPIC IN A NUTSHELL: Dugan’s Journey to Real EstateUnderstanding 1031 ExchangesDrop & Swap ExplainedTenant in Common (TIC) structures Qualified Intermediaries & Safe HarborIntegrating TICs into SyndicationsSeasoning Requirements & Best PracticesHandling Investor Exits & Boot Fees and Sponsor CompensationEntity Structures & Disregarded EntitiesTransfers, Conveyance & Operating AccountsFinal Takeaways from Dugan   KEY QUOTE: “Remember: a 1031 exchange is a tax deferral, not a tax waiver.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #1031Exchange #RealEstateSyndication #RealEstateInvesting #CREInvestor #TaxDeferral #CommercialRealEstate #InvestmentStrategy #WealthBuilding #PassiveIncome #FinancialFreedom #TaxStrategy #RealEstatePortfolio #MultifamilyInvesting #AssetProtection #WealthStrategy #SmartInvesting #LongTermWealth #BuildWealth #CashFlowRealEstate #RealEstateEducation #RecessionProof #EconomicResilience #InvestorEducation #GenerationalWealth #RealEstateTaxBenefits #RealEstateInvestorTips #CapitalGainsTax #InvestorMindset #SyndicationStrategy #EntrepreneurMindset CONNECT WITH DUGAN:Website: https://kelleyclarkelaw.comLinkedIn: https://www.linkedin.com/company/kelleyclarkelaw/ IG: https://www.instagram.com/kelleyclarkelaw FB: https://www.facebook.com/kelleyclarkelaw YT: https://www.youtube.com/@KelleyClarkeLaw   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT BRAD JOHNSONBrad is the Founder and CIO of Evergreen Capital. Brad has 20 years of experience investing in both traditional and alternative asset classes with a primary focus on high-cash-flowing assets. Brad is also a Partner of Vintage Capital, which focuses primarily on mobile home park investments. Previously, Brad worked as a real estate private equity operator. Early in his career, Brad worked at Wells Fargo's real estate investment bank and held various investment positions with private equity firms. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career.   THIS TOPIC IN A NUTSHELL: From investment banking to private equityBecoming an owner/operator Manufactured housing as a niche Advantages & Resilience of Affordable Housing Operational Challenges of Managing Underperforming ParksHaving the right market, occupancy levels, and management teamEvergreen Capital’s three primary verticalsShift Toward Debt InvestmentsMinimizing downside risk vs. chasing 10x returnsLong-term compounding and Short-term capital gains Open-ended investment structures Connect with Brad  KEY QUOTE: “Real estate isn’t about hitting home runs. It’s about consistently hitting doubles while protecting your downside.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #ManufacturedHousing #AffordableHousingCrisis #RealEstateInvesting #PrivateEquity #GPStakes #CommercialRealEstateDebt #MobileHomeParks #AlternativeInvestments #HardAssets #AssetAllocation #InvestmentBanking #CashFlowInvestments #RiskAdjustedReturns #LongTermHold #TaxEfficientInvesting #EvergreenCapital #DebtInvesting #RealEstatePortfolio #LimitedPartner #GPInvestor #PassiveIncome #CashFlowRealEstate #BuildWealth #WealthPreservation #EconomicResilience #RealAssets #CompoundGrowth #FinancialFreedom #LegacyWealth #RecessionResistant  CONNECT WITH BRAD:Website: https://www.evergreencap.com LinkedIn: https://www.linkedin.com/in/bradleyjohnson Interested in Mobile Home Parks? Check this out: https://vintage-funds.com    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT WAYNE COURREGES IIIWayne is passionate about helping busy professionals build generational wealth by offering the opportunity to passively invest in commercial real estate syndications. His company, CREI Partners currently has over $50 million in assets under management in Texas, Louisiana, and Alabama. To build wealth for investors, Wayne focuses primarily on acquiring apartment communities and developing RV/Boat and Business Storage in areas with strong market fundamentals along with strategic partner relationships.  Based out of Central Texas, Wayne leads the investment lifecycle and investor relations for CREI Partners as the Lead Sponsor and General Partner.  Wayne started his real estate journey while serving in the US Marine Corps. After completing his service as a Marine Corps Corporal in 2007, he started a career with a Fortune 125 commercial real estate firm that spanned 16 years before focusing full-time on real estate investments.   THIS TOPIC IN A NUTSHELL: ·         From serving the Marine Corps to Real Estate Investing·         Founding CREI Partners ·         Getting into the Syndication space·         First Multifamily Acquisition ·         Direct-to-seller approach and Due diligence ·         Deal Structure & Underwriting Philosophy·         Approach to Acquisitions·         Navigating Challenges Post-Purchase and Market Dynamics·         Advice on vetting sponsors·         CREI Partners portfolio·         Connect with Wayne  KEY QUOTE: We’re not in the business of winning bidding wars. We’re in the business of finding value."  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateSyndication #VetTheSponsor #MultifamilyInvesting #PassiveInvesting #RealEstateDeals #CREInvesting #SponsorDueDiligence #BuildWealth #FinancialFreedom #CashFlowInvesting #RealEstateStrategy #LongTermWealth #RiskManagement #EconomicResilience #AssetProtection #InvestorEducation #SmartInvesting #ApartmentInvesting #DirectToSeller #UnderwritingDeals #CRESponsors #RealEstateReturns #RealEstateCashFlow #RealEstateInvestor #CREAcquisitions #RealEstatePortfolio #WealthStrategy #GenerationalWealth #CashFlowRealEstate #InvestorRelations #EntrepreneurMindset CONNECT WITH WAYNE:Website: https://www.creipartners.comLinkedIn: www.linkedin.com/in/wacourregesiiiFacebook: https://www.facebook.com/creipartnersInstagram: @creipartners   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT JORGE VAZQUEZJorge Vazquez is the CEO and co-founder of Graystone Investment Group, bringing over 20 years of experience in the real estate industry. With more than 3,500 transactions to his credit, Jorge’s expertise and dedication have been recognized in Forbes, and he led Graystone to win the prestigious Best of Florida Award in 2023. Throughout his career, Jorge has engaged in every type of real estate transaction imaginable, including “Subject to,” “house hacking,” “non-performing notes,” “corporate rentals,” Airbnb, wraparound mortgages, private notes, short sales, REOs, and more. His journey in real estate began as a licensed financial advisor, where his clients’ interest in real estate investments inspired him to transition full-time into the industry. When asked what is most gratifying, Jorge loves it when a client tells him, “Jorge, I retired because of you” or, “I was able to put my kids through college because of you.”   THIS TOPIC IN A NUTSHELL: Jorge's journey in real estate Aligning Investment Strategy with Life GoalsReal Estate as a Retirement AlternativeShort-term vs Long-term rentalsOwning a property vs becoming a private lenderSingle-family homes vs. multifamily Market Outlook & Florida-Specific InsightInsights on Interest rates and inventoryManaging Risk & GrowthProperty tax assessments and Insurance tipsTargeting Properties with Forced Equity Connect with Jorge   KEY QUOTE: “Your investment doesn’t have to be your favorite street. It has to make money.”   ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #FinancialFreedom #RentalPortfolio #HouseHacking #BuyAndHold #EquityBuilding #PassiveIncome #LongTermWealth #DiversifyWithRealEstate #RealEstateGoals #InvestmentStrategy #RealEstateAdvisor #LegacyWealth #RiskManagement #PrivateLending #ShortTermRentals #LongTermRentals #RealEstateEmpire #SmartInvesting #FloridaInvesting #TampaRealEstate #WealthStrategy #CashFlowProperties #RealEstateTips #RealEstateMentorship #AssetBuilding #HighEquityDeals #RetirementPlanning #WealthMindset #RealEstateWisdom CONNECT WITH JORGE:Email: jorge@graystoneig.comWebsite: https://graystoneig.comLinkedIn: https://www.linkedin.com/in/jorgevazquezjr CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT CHRIS WILLIAMSChris A. Williams is a 25-year-old Owner of The Assets Real Estate Team/ Owner of 1st Class Real Estate Equity Group/ Real Estate Investor & Entrepreneur. He leads a top-ranked team responsible for representing buyers and sellers of distinguished properties throughout the Hampton Roads area. After years of being a Top Agent in his market, Chris started the Assets Real Estate Team. His goal is to train and empower others, regardless of appearance or background, to be dominant forces in the Real Estate industry and the biggest Asset to their clients. Today, Chris now specializes as a Real Estate Investor and teaches Real Estate Agents and new Real Estate Investors how to make their money.  THIS TOPIC IN A NUTSHELL: From Football Dreams to Real Estate HustleBreaking In During the COVID EraWorking hard vs. working smartBecoming a Team LeaderTraining and replicating success in new agentsTurning a stale listing into a successful dealCreative deal structuringStrategic Investment PhilosophyEvaluating each property’s best useBuilding wealth with commission dollarsGiving Back Through EducationConnect with Chris  KEY QUOTE: “If I can replicate success with one person, I can replicate it with many.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #CreativeFinancing #SubjectToDeals #RealEstateAgentLife #BuyAndHold #RealEstateTeam #YoungInvestors #EntrepreneurMindset #FinancialFreedom #BuildingWealth #PassiveIncome #HouseHacking #FixAndFlip #WholesaleRealEstate #RealEstateCoach #RealEstateMentorship #SalesLeadership #LeadGeneration #RealEstateStrategies #AssetBuilding #RealEstateSuccess #ScalingRealEstate #REIBusiness #RealEstateBroker #LongTermWealth #InvestSmarter #StartYoung #CashFlowRealEstate #RealEstateKnowledge #PassiveIncome CONNECT WITH CHRIS:Website: https://www.iamchrisawilliams.comYouTube: https://www.youtube.com/@iamchrisawilliamsInstagram: https://www.instagram.com/iamchrisawilliamsLinkedIn: https://www.linkedin.com/in/iamchrisawilliams    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT ADAM BERGMAN Adam Bergman is an author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Through Adam’s leadership, IRA Financial has helped over 25,000 clients take control over their retirement and invest over $4.6 billion of retirement funds into alternative assets. Adam has authored 9 books on self-directed retirement plans, and is a leading voice in the self-directed retirement industry.    Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association.  THIS TOPIC IN A NUTSHELL: Adam’s career and transition to retirement advisoryWhat Is a Self-Directed IRA?Tax Benefits of Self-Directed IRAsSolo 401(k)s for Business OwnersIRA Financial’s Client ExperienceCommon Use Cases for Real Estate InvestorsFreedom of Investment ChoiceSolo 401(k) vs IRA: Key DifferencesThe Power of Compounding & Roth AccountsConnect with Adam  KEY QUOTE:  "The goal isn’t just to get rich. It’s to get rich tax-free."  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #SelfDirectedIRA #Solo401k #TaxFreeInvesting #AlternativeAssets #RetirementPlanning #WealthBuilding #IRAInvesting #FinancialFreedom #PassiveIncome #InvestWithIRA #DiversifyYourPortfolio #CheckbookControl #RothIRA #PreTaxIRA #TaxDeferredGrowth #HardAssets #TangibleAssets #SelfDirected401k #RealEstateIRA #PrivateInvestments #RealAssets #IRACompliance #InvestmentFreedom #RetirementWealth #AssetControl #SmartInvesting #WealthStrategy #RecessionResistant #LongTermWealth CONNECT WITH ADAM:Website: https://www.irafinancial.comYouTube: IRA FinancialLinkedIn: https://www.linkedin.com/in/adambergman1  CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT JOE DOWNSJoe is a lifelong entrepreneur with business ventures spanning securities, mortgage, hospitality, and real estate industries. He co-founded The Belrose Group to pursue opportunities within the niche Self-Storage sector of Commercial Real Estate.  He is actively involved in the organization's growth and management. Under his direction, the firm has evolved from traditional self-storage acquisition & investment and expanded to include development and consulting divisions.  Joe loves nothing more than connecting with people and where possible, helping them achieve specific goals.  He serves as a facilitator & educator through the Self-Storage Academy and Mastermind, where he is regularly featured as an expert speaker on the asset class.   THIS TOPIC IN A NUTSHELL: Joe's entrepreneurial journeyExploring other Real Estate Niches Building a Distressed Mortgage BusinessEntry into Self-StorageScaling in the Storage IndustryValue-Add Strategies in Traditional Self-StorageTransition to B2B/Pro Storage Development of ‘Pro Storage’ ModelE-commerce Trends Fueling DemandAdvice for Aspiring Storage InvestorsConnect with Joe  KEY QUOTE:  “Real estate without tenants, toilets, and trash—that’s what caught my attention about storage."  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #SelfStorageInvestor #ValueAddStrategy #StorageInvesting #CommercialRealEstate #B2BStorage #ProStorage #SelfStorageDevelopment #StorageConversions #StorageOpportunities #CREInvestor #AlternativeInvestments #CashFlowAssets #StorageExpansion #SelfStorageFacility #InvestInStorage #PassiveIncome #WealthBuilding #StorageUnits #StorageBusiness #CommercialStorage #IndustrialStorage #StorageGrowth #CREStrategies #LongTermWealth #RecessionResistant #HardAssets #TangibleAssets #SmartInvesting #AssetBacked CONNECT WITH JOE:Website: https://www.belroseam.comEmail: joe@bellroseam.comLinkedIn: https://www.linkedin.com/in/joe-downs-7990851   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check here to view the episode transcriptABOUT BEN REINBERGBen Reinberg is the CEO of Alliance Consolidated Group of Companies, an investor, mentor, educator, and philanthropist. Ben Reinberg is living proof that wealth can start with you and last for generations to come. Becoming a principal owner at the young age of 23, Ben has spent the last 30 years building a $500 million commercial real estate empire from the ground up. He has acquired and managed billions of dollars of properties, developing millions of square feet of office, industrial, and medical properties throughout the United States, with offices in Deerfield, Illinois and Newport Beach, California. Ben has earned a reputation as a visionary and futurist, known for being first to market and unapologetically bold in his acquisition and investment strategies.  THIS TOPIC IN A NUTSHELL: Ben’s Origin StoryFinding a Niche in Commercial Real EstateBuilding Wealth the Smart WayThe Power of Daily DisciplineLessons in Leadership and Team BuildingMentorship and Paying It ForwardAuthentic Branding and Thought LeadershipLegacy, Balance, and Living with PurposeConnect with Ben   KEY QUOTE:  “Empires aren't built overnight. It's with the right blueprint. It's one step at a time. It's one brick at a time.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #HardAssets #TangibleAssets #RealAssets #InflationHedge #CommercialRealEstate #CREInvestor #CREInvestment #RealEstateInvesting #RealEstateInvestor #MultifamilyInvesting #RealEstatePortfolio #CashFlowRealEstate #RentalIncome #ProtectYourWealth #RiskManagement #AssetProtection #WealthStrategy #RecessionProof #EconomicResilience #PreserveCapital #BuildWealth #WealthBuilding #FinancialFreedom #PassiveIncome #CashFlow #SmartInvesting #LongTermWealth #LegacyWealth #GenerationalWealth #EntrepreneurMindset  CONNECT WITH BEN:Website: https://www.alliancecgc.comLinkedIn: https://www.linkedin.com/company/allianceconsolidatedgroupInstagram: https://www.instagram.com/alliancecgcFacebook: https://www.facebook.com/AllianceCGC    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript hereABOUT CALEB DAVIDCaleb is the Principal of David Commercial Real Estate. Creating space for people to be seen, heard and known makes Caleb David come alive. His love for the Front Range community, partnership, and connecting with people has helped Caleb to become one of the leading brokers in the Colorado Springs market. He provides reliable expertise in office, medical, retail, industrial and land markets. As an investor and owner of commercial real estate himself, Caleb brings a unique perspective and solid advice to his local, national and international clients.  An epicurean at heart, Caleb loves traveling and sitting down to a delicious meal with friends and family.   THIS TOPIC IN A NUTSHELL:  Caleb’s journey to Commercial Real Estate Flex warehouse deal in Colorado SpringsImportance of maintaining a broader perspective in brokerageCommercial real estate Insights and multiple sectors Acquisition of CRE property and value-add planMarket awareness and understanding local dynamicsStrategies for evaluating tenants Connect with Caleb   KEY QUOTE:  “As a broker, my job is not to just be like, hey, let's go find you something. It's like, no, let's find the best opportunity and get you connected with all of the right people that can help you financially get to the place where in three years when I come to visit you, you're still smiling.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #CommercialRealEstate #CRE #CommercialProperty #OfficeSpace #RetailSpace #IndustrialRealEstate #CREDeals #CREMarket #CREDevelopment  #CommercialBroker #RealEstateBroker #CREBroker #TopBroker #BrokerLife #RealEstateAdvisor #CREBrokerage #LicensedBroker  #CommercialSector #UrbanDevelopment #CommercialGrowth  #MixedUseDevelopment #BusinessRealEstate #CorporateRealEstate #RealEstateDevelopment #RealEstateInvestor #CREInvestor #InvestInRealEstate  #RealEstatePortfolio #CashFlow #PassiveIncome #WealthBuilding    CONNECT WITH CALEB:LinkedIn: www.linkedin.com/calebdavid Instagram: www.instagram.com/calebdavidFacebook: www.facebook.com/calebdavid TikTok: @caleb25david    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Click to view episode transcriptABOUT SAM MORRIS Sam is the CEO of Sunset Capital, a vertically integrated real estate investment and asset management firm based in Houston. With over 23 years of experience in real estate, he has led acquisition and disposition teams on transactions exceeding $550 million. Sam's background as a corporate banker for 18 years involved facilitating over $1B in real estate financing, equipping him with a comprehensive understanding of property lifecycle management.  THIS TOPIC IN A NUTSHELL: Sam’s background and journey in real estate Lender Inspections and Proactive Communication Current market conditions and Underwriting tipsMarket Dynamics and Deal Acquisition StrategiesUnderstanding Loan-to-Value Ratios Pros and cons of floating and fixed-rate debtCost Control in Asset Management The value of investing with experienced operatorsUnderstanding local marketsRaising capital challengesConnect with Sam  KEY QUOTE: “It's okay to invest with somebody who's got some battle scars because they've been there and gone through it and they know how to get out on the other side. “     ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #RealEstateInvesting #RealEstate #CreatingWealth #PassiveInvesting #AssetManagement #UnderwritingDeals #StrategicUnderwriting #CostManagement #ProactiveCommunication #FloatingRate #FixedDebt #LoanToValueRatio #FinancingStrategies #RaisingCapital #Lenders #Acquisitions #ValueAdd #Multifamily #Syndication #NetOperatingIncome #CostControl #RiskManagement #VerticalIntegration#FinancialFreedom #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH SAM:Website: https://www.sunset-capital.comFacebook: https://www.facebook.com/sunsetcapitalre Instagram: https://www.instagram.com/sunset_capital LinkedIn:  https://www.linkedin.com/company/sunset-capital-tx/posts/?feedView=all     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Click to view the episode transcriptABOUT WHITNEY ELKINS-HUTTENWhitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, founder of Ashwealth.com, and author of the award-winning #1 bestseller Money for Tomorrow: How to Build and Protect Generational Wealth. Through her proven wealth-building framework, Whitney empowers high-earning professionals and business owners to create secure, passive income streams that support a legacy of financial freedom for generations. With over $800MM in assets—including 6,500+ residential units, 15 express car washes, and 2,200+ self-storage units—Whitney guides clients to invest strategically, helping them confidently turn a single $100,000 investment into hundreds of thousands within a few years, or millions over decades.   THIS TOPIC IN A NUTSHELL: Whitney’s background and journey to real estateAbout her book - Money for TomorrowCurrent market cycles and their impact on investments Understanding Investor Education and Relationships in Private EquityDiversifying Investment portfolios Investment Strategies and Risk ManagementIdentifying investment goals and risk tolerance Money management and Wealth creationUnderstanding the seven pillars of wealthConnect with Whitney Elkins-Hutten   KEY QUOTE: “I've taken my fair share of punches as a limited partner investor. If you've been investing for more than ten years, you know that not all equity deals will perform 100%.  It's all about not putting too much capital in any one deal that could sink you. I've seen investors violate that immutable law of passive investing over and over again.”      ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #CreatingWealth #PassiveInvesting #LimitedPartners #MoneyForTomorrow #InvestorEducation #InvestmentGoals #MoneyManagement #WealthCreation #PillarsOfWealth #MarketCycles #RiskManagement #GenerationalWealth #PassiveIncomeStream #FinancialFreedom #StorageUnits #Multifamily #InvestorOperator #EquityDeals #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork  CONNECT WITH WHITNEY:Website: https://ashwealth.comLinkedIn:  https://www.linkedin.com/in/whitneyelkinshutten   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Click here to view the episode transcript ABOUT  ANNE-MICHELLE WANDInternational real estate expert and conscious investor.  Former single mom turned successful real estate entrepreneur who now lives in paradise on a Caribbean island in Panama debt free. Anne Michelle enjoys her life from this dream location, creating intentional investment opportunities for high earning professionals to diversify outside the USA.   With over 40 years of experience in real estate investments in emerging markets including Panama, Mexico, and the USA. She currently has a company called Passive Profit Partners that makes your money work for you instead of you working for your money.    THIS TOPIC IN A NUTSHELL:  Anne's initial foray into real estate investingHer journey to Panama and why she chose to invest thereGovernment initiatives to attract investorsInvestment Strategies and Future Projects in PanamaStarting a real estate franchise and creating a communityInvestment Opportunities & Advantages of Investing in PanamaReal Estate Development & Growth areasConnect with Anne-Michelle    KEY QUOTE: “For me, it's much more than about ROI at this point in my life. I have to see it benefit people and the business on multilevels, bringing business into the communities to provide services for those people. It will benefit the entire community, and it'll provide the investors with significant ROI over the long term.”  Summary of Business:Passive Profit Partners - We are a private investment fund with intentional and profitable real estate project development in Bocas del Toro, Panama.   ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #CreatingWealth #InvestmentFund #RealEstateDevelopment #LimitedPartners #RealEstateCommunity #FinancialFreedom #ConsciousInvestor #InternationalRealEstate #TrackRecord #LocationFreedom #Diversification #InternationalInvestments #BocasDelToro #Panama #BeyondBorders #InvestingAbroad #DebtFree #CarribeanIsland #PassiveProfitPartners #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH ANNE:Website: https://www.passive-profit-partners.comEmail: prosperity@a-lifeyoulove.com LinkTree: PassiveProfitPartners LinkTree  CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Check here for episode transcriptABOUT  MICHAEL VOULGARAKISMichael Voulgarakis is a seasoned commercial real estate professional with over 19 years of experience in debt and equity underwriting, capital raising, and asset management. At Southgate Ventures, he has successfully acquired 26 properties, completed 18 full cycle deals in the Puget Sound region, and asset managed real estate valued at over $300M. He holds a Master's in Commercial Real Estate Finance and a Bachelor's in Business Administration, equipping him with both the academic and practical expertise to deliver results in today's market.   THIS TOPIC IN A NUTSHELL: Insights on investing in blue citiesImportance of Evaluating Markets The impact of political perceptions Michael’s background and journey in real estateInvestment focus of Southgate Ventures Understanding market dynamics Discussion on Tenant-Landlord Laws in SeattleRent control and rent increase processTenant demographics  Seattle vs. other West Coast markets.Economic growth drivers Property Taxes and Insurance Costs in Real EstateMarket Insights and Investment StrategiesEconomic Challenges in Portland and SeattleConnect with Michael KEY QUOTE: “Do not make an overarching assumption and a blanket statement about any market because I think what they're missing is opportunities to invest where other people are not. Go and talk to operators in that market and figure out what niche they have that they're making money in. “    Summary of Business:Southgate Ventures invests in value-add and core multifamily assets in the Seattle MSA, which is a talent magnet for industries of the future.  It has incredibly favorable demographic trends including a high concentration of lucrative tech, aerospace, biotech, and medical jobs which equates to a very creditworthy tenant base. A population growth projected at 3X the US rate, a job growth rate projected at 2X the US rate, and high home purchase costs, indicate increased rental demand.  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #RealEstate #CreatingWealth #BlueCities #Misconceptions #ValueAddMultifamily #WestCoastMarkets #CompetitiveMarkets #MarketFundamentals #DebunkingMyths #HighCostMarkets #RentControl #PacificNorthwest #CommercialRealEstate #SeattleMarket #MarketDynamics #RealEstateDynamics #UnderwritingDeals #TechCompanies #HousingDemand #HousingSupply #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork  CONNECT WITH MICHAEL:Website: https://sreventures.comLinkedIn: https://www.linkedin.com/in/michaelvoulgarakis    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork