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The Real Estate Syndication Show

Author: Whitney Sewell

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The Real Estate Syndication Show is a 7-day-a-week podcast where Whitney Sewell interviews the most successful entrepreneurs in the commercial real estate business. The show was created to help every active investor learn how the syndication business works, improve their business and help passive investors understand where to invest when wanting to diversify into real estate.
1617 Episodes
Avoid the "Someday Isle" and achieve the success you desire. In this solo show with Whitney Sewell, he shares his experience and emphasizes the importance of attending conferences, building relationships, and mostly, taking action to achieve your goals. He shares how he and his wife made the decision to sell their farm and take massive action to change their lives.In today’s episode, Whitney reminds us that taking big steps may seem crazy to other people, but it's crucial in changing our future in a big way. He even discusses with us the importance of self-discipline in achieving goals. Tune in now and grab the power to change your future!Key Points From This Episode:  Whitney shares the best-ever real estate investing conference he’s attended.How do conferences ignite relationships and partnerships?The importance of choosing to take action and putting your foot forward.Whitney talks about the big action he and his wife took to change the trajectory of their life.The book ‘No Excuses!: The Power of Self-Discipline’ and how it can help people to take action now.Whitney reminds that just going with a crowd leads you exactly to where they are going and explains what self-discipline is.Why does self-discipline require delayed gratification?The importance of making sure that what you do in the short term is aligned with what you want in the long term.Tweetables:“I can look back, and even at some key relationships that I have today, that came from relationships that started five years ago at specific conferences like this.” - Whitney Sewell“You gotta keep going, you gotta get out there and put your foot forward and make some decisions.” - Whitney Sewell“If you're going to look for excuses, you're always going to find one.” - Whitney Sewell“We knew we had to take some action, do some big things right now to change the trajectory right of our lives moving forward.” - Whitney Sewell“Self-discipline is the ability to do what you should do, when you should do it whether you feel like it or not.” - Whitney Sewell“Successful people make sure that everything they do in the short term is consistent with where they want to end up in the long term.” - Whitney SewellLinks Mentioned in Today’s Episode:The 4-Hour Workweek BookNo Excuses!: The Power of Self-Discipline BookLife Bridge Capital Website
In this #Highlights episode, we look back at our conversations with Charlie Stevenson and Jay Helms. Charlie and his wife are passionate about traveling and a leap of faith led them to where they are now – real estate syndications. Find out Charlie’s secret that helped him break through in real estate.Jay also takes us back to the first property he and his wife bought. It was their first big, scary step into real estate. They were living paycheck to paycheck then and it felt like they were taking the biggest plunge of their lives. Like Charlie, Jay had something that helped him get past that first scary step into real estate. Listen now to discover their secret to breaking through in real estate investing!Key Points From This Episode: Charlie shares his background before his breakthrough into real estate.What Charlie and his wife learned from being landlords.Charlie got into syndication to gain economies of scale and leverage the systems they built.How did they learn the process of getting into syndications?Adding value to the operators they learned from through authenticity, candid communication, and complementary skills.The issues when exploring new markets and how they overcame.Jay’s initial background in real estate investing.Why Jay believes that the first scary steps should always continue to happen.How Jay and his wife arrived at a mutual decision to take their initial biggest plunge in investing despite the fear of bankruptcy.Jay’s tips on how to break through the first scary step of real estate investing.Tweetables:“A really important inflection point for us was attending a conference.” —Charlie Stevenson“Those first scary steps should always continue to happen.” —Jay HelmsLinks Mentioned in Today’s Episode:Charlie Stevenson on LinkedInAkras Capital websiteWS679: A Proactive Approach To Reach Success with Charlie StevensonJay Helms on LinkedInW2 Capitalist websiteWS1377: Overcoming Fear of Real Estate Investing | Jay HelmsAbout Charlie StevensonCharlie, together with his wife, Kristina, co-founded Akras Capital. Their mission is to help people achieve freedom, breaking free from the constraints of money, time, and unfulfilling jobs. Having worked for a decade in corporate America as Investment Portfolio Managers and Product Directors, Kristina and Charlie no longer felt inspired by their day-to-day lives, earning salaries and living according to their career tracks. So, they quit and took off for Asia and Europe, exploring 30+ countries. This freedom was fueled by the passive income they’ve generated renting their home in Boston. After founding Akras Capital, they’ve directed it to produce this same freedom to others.About Jay HelmsJay Helms is an Amazon #1 best-selling author. He has been featured twice on, and is the founder of the W2 Capitalist, a mastermind community for aspiring and experienced real estate investors. Jay now owns over a million dollars in real estate assets and escaped the rat race after just 6 years of side hustling in real estate investing. Knowing that closing on the first deal is the biggest hurdle and mental roadblock for new investors, Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth through real estate investing. When their family of five is not traveling the country, Jay and his wife, Cassie, reside in Gulf Breeze, FL with their three kids.
In this #Highlights episode, we look back at our conversations with The Prolific Investor, Chris Odegard and Cashflow Ninja, M.C. Laubscher. Chris talks about conventional versus alternative investments and the pros and cons of conventional and alternative investments. M.C. speaks on cash flow investing strategies in specific niches that people rarely discuss. Consider adding these niches because they are recession-proof and provide balance in your portfolio. Tune in and start thinking out of the box!Key Points From This Episode: Chris shares how he got into the real estate business and became a prolific investor.What are conventional and alternative investments?How can you move from being a conventional investor to an alternative one?Chris elaborates on how to use your 401k to invest in alternative options like real estate or notes.What is an in-service transfer?What are the pros and cons of alternative investments?How to get conventional investors to invest in your syndications.Chris talks about his hierarchy of investors.M.C. talks about different cash flow niches.Know about agricultural niches, specifically timber and teak.Why do many wealthy and successful people invest in agricultural niches?Know about technological niches like cryptocurrencies and blockchain technology.Know about the hospitality niche.Tweetables:“So, everything that’s publicly traded – stocks, bonds, and mutual funds, those are conventional investments. Everything else is alternatives.” –Chris Odegard“My line and my focus has been people — finding the greatest people in different niches, learning and studying everything that I can, and immersing myself into a space before I invest my money there.” –M.C. LaubscherLinks Mentioned in Today’s Episode:Chris Odegard on LinkedIn The Prolific Investor websiteWS1090: Conventional vs. Alternative Investments with Chris OdegardCash Flow Ninja websiteWS1129: Cash-Flow Investing Strategies for Different Niches with M.C. LaubscherAbout Chris OdegardThe Prolific Investor is Chris Odegard. Chris is an average guy who had a white-collar job in the corporate world and followed the only thing he knew for decades, conventional wisdom and conventional investments. This worked relatively well until 2009 when he experienced an illiquidity event where he lost 55% of his assets and thousands of dollars per month in cash flow. Then, Chris read Robert Kiyosaki’s Rich Dad Poor Dad, and his mind was opened to a different type of investing, investing in real assets and private deals mostly insulated from the volatility, risk, and taxation of the stock market. In just nine years, Chris recouped the 55% he had lost and multiplied it many times over and now shares his experience and knowledge with you through this alternative investment blog.About M.C. LaubscherM.C. Laubscher is the creator and host of the top-rated business and investing podcast on Itunes, Cashflow Ninja and also the President & Chief Wealth & Investment Strategist of Producers Wealth.M.C. Laubscher grew up in Stellenbosch, South Africa. He obtained a Bachelor’s Degree in History and Economics and a Masters in Business Administration in Finance from the University of South Africa.  M.C. is Grant Cardone Certified Coach and an Authorized Infinite Banking Practitioner and member of the Nelson Nash Institute.
Investing is an excellent way to grow your wealth over time, but it can also come with risks. As an investor, it's important to understand that there's no such thing as a completely risk-free investment. However, there are strategies that you can use to mitigate those uncertainties and increase your chances of success. Simply Do It Real Estate Investments founder, Dani Beit-Or, talks to us about the most effective ways to mitigate risks in investing. Whether you're a beginner or an experienced investor, his insights can help you gain informed investment decisions. Key Points From This Episode: What are some strategies and things he found most effective to be successful in the current market? How does he define ‘normal’ in the market? As a veteran investor, what investing methods did he follow before?What are his best tips for mitigating real estate risk?How should investors ensure that they are prepared for a downturn? What’s his best source for meeting new investors right now?What are some of the most important metrics that he tracks?How does he give back to the community? Tweetables: “Let the pros come in and use that opportunity.”“A lot of the beginners are sitting down on the sidelines and watching the veterans and want to say, ‘Hey, obviously I'm sensing there's an opportunity here.”“Seller agents are now learning to work a little bit harder for the commission as they should.”“Sellers are starting to get to the point that they don't put the house in on Friday, and get multiple offers by the end of the weekend. And that's good, that's healthy.”“We're seeing a lot of people scaling down from flips. That actually means an opportunity for people who know what they're doing to step in and find that flipping opportunity.”“If you buy quality property in a good neighborhood, in a growing market, you will probably continue to enjoy a demand for that piece of property from future buyers and future renters.”“If you buy quality, hold it long term, you will very likely increase your hedging against the downturn, meaning you're already in a place that has chances to, to appreciate.”“Why panic and sell? You're not executing a loss, right? So just weather the storm, be patient. And it's easier to weather the storm when it's a quality [property].”“Give it time. It will probably do very well for you. Just be patient.”“It's really finding what fits into your lifestyle more than if this one is giving you $100 more in cash flow.”“The best generating source is my clients. I try to make sure that every client that I work with becomes not just a happy client, but an ambassador.”Link Mentioned in Today’s Episode:Simply Do It websiteDani Beit-Or on FacebookDani Beit-Or on LinkedInNo Excuses!: The Power of Self-Discipline by Brian TracyAbout Dani Beit-OrDani Beit-Or is the founder of Simply Do It Real Estate Investments. He has been a real estate investor since 2002 and since then have personally purchased multiple properties and have consulted thousands of investors. He leads hundreds of investors with hundreds of real estate property transactions in 8+ real estate metro areas.Dani earned a degree in Industrial Management from Coventry University.
There is power in taking action and stepping out of your comfort zone. In this episode, Victor Leite talks about leaving his full-time job in healthcare to pursue his passion for real estate investing. He shares how he has acquired and managed over $30 million worth of multifamily assets and generated enough passive income to achieve financial freedom. Listen in as Victor also speaks about how the multifamily deal was a success with the help of experience, confidence, and a careful approach to underwriting and finding the right team. Tune in now and also get tips on what questions you should ask your operators so you know they’re the right fit for you!Key Points From This Episode: Victor‘s backstory about his personal life and why he left the American Dream and pursued real estate.How did Victor and his wife transition their focus and skill sets to multifamily space?The importance of not just figuring out what you want to do but figuring out where you want to end up.Victor talks about his first multifamily deal, how he found it, and how he raised money for it.What gave Victor the confidence to move into a large multifamily deal and know that he will be successful?Questions passive investors can ask to ensure that the operator they are investing with has the right team for their projects.Victor’s predictions for the real estate market in the next 6, 12, and 18 months.How is Victor prepared for a possible big downturn?Victor’s biggest source for meeting new investors.The important metrics that Victor track.Tweetables:“You reached that level of American Dream that everybody's in search of. But five years plus into it, working private practice 60 hour plus long work weeks, overnight on call dealing with the medical business world, it just started taking a toll on me. You felt this burnout coming, you felt the stress coming.” -  Victor Leite“In real estate, it's a place that anyone can get started and could reach some form or some level of financial freedom.” -  Victor Leite“Everybody's trying to figure out what they want to do, how they want to do it, but they never figure out where they want to end up. Where is your outcome-driven goals? And you need to start at your outcome-driven goals, and work your way backwards and focusing on prioritizing the do's, the don'ts, the defers and then the dumps. You have to figure out that plan.” -  Victor LeiteLinks Mentioned in Today’s Episode:Twenty-Five Eight Capital WebsiteTwenty-Five Eight Capital on FacebookTwenty-Five Eight Capital on LinkedInTwenty-Five Eight Capital on InstagramTwenty-Five Eight Capital on TikTokPassive Income Brothers Podcast on YouTubeAbout Victor LeiteVictor Leite is one of the founder of Twenty-Five Eight Capital, a real estate investment company focusing on multifamily syndication.  Victor attended the George Washington University School of Medicine, and has been practicing clinicians for over 13 years. Through real estate, he has been able to generate enough passive income to leave his full time W2 jobs in healthcare. He now enjoy spending his past time raising his two kids in Virginia Beach, Virginia, and has a passion for helping other busy professionals attain the same level of freedom in their own lives.
Wholesaling properties is a lucrative way for investors to quickly acquire properties with little capital. However, it may not be for everyone because it requires sound knowledge of the market, strong negotiation skills, and a network of potential buyers. However, some investors’ success in the field serves as an inspiration for many.Safe Home Offer owner, Kyle McCorkel, shares with us how he became a full-time real estate professional with a focus on wholesaling after serving a decade in the consultancy industry. Josh McAllen of syndication company Accountable Equity sits in for Life Bridge Capital’s Whitney Sewell as host in this episode. Key Points From This Episode: Why did he make a move from a consulting role to a real estate career?How does his website fit into his ecosystem? How important is full radical transparency in his business?How much does he spend each month on marketing?What is his long-term goal?How does he manage a property once he buys it?What is his basic targeting strategy?How much does he invest in his virtual team?  Tweetables: “Passive income will be great. So eventually, that got me started on real estate. I started buying some of my own properties in 2015.”“I then started with buy and hold. Then I started flipping and then I started wholesaling. So I think the reason that that happened that way for me is because I was just always looking for deals.”“I started finding good deals, and my only strategy was to buy them and hold.”“So right now I just do like an overall portfolio snapshot. And I'll say, this is the amount we made in the portfolio this month. I think it helps to keep me accountable to my audience out there.”“There's another entity that's the wholesaling entity that actually feeds deals into the buy and hold.”“I'm very analytical on the wholesaling side as well.”“In the past four years since I've been marketing very heavily, I've gotten even more kind of fine tuned.”“We're trying to go bigger. But the biggest we've done so far is like a four- or five-unit property.”“I've been wholesaling a lot more, the kind of the percentage of deals that I'm wholesaling has been more like 80% over the last 12 months.”Link Mentioned in Today’s Episode:Kyle McCorkel on TwitterReal Life RentalsAbout Kyle McCorkelKyle McCorkel worked as a process improvement consultant for ten years, traveling 90 percent of the time. The fast-paced lifestyle allowed him to work with various organizations throughout the United States. After starting a family, he shifted to real estate, buying rental properties in 2015 before going full-time in 2019. He started his wholesaling business in 2021. He now focuses on buy and hold, flipping, and wholesaling as the owner of the Greater Harrisburg Area-based real estate investing company Safe Home Offer.Kyle earned a degree in Industrial Engineering from Penn State University.
Ensuring your sponsor’s values align with yours and they are putting your best interest as an investor are the key points you should consider and are the most important. Today’s guest, Isaac Satten, shares his experience vetting sponsors and leaping into passive investment. He also shares his current reverse engineering goal and how passive income has helped him create core memories with his family and make significant changes in his career.We also delve into his learning process, how long it took him to deploy his capital, when he started listening to podcasts, and how it helped him set up his financial life. Tune in now and learn how passive investment has allowed him to achieve this work-life balance! Don’t miss it!Key Points From This Episode: Isaac shares who he is and what he does in his day job.Isaac’s story on how he got started in multifamily investment and syndication and his portfolio.How long did it take for Isaac to deploy his capital from his learning process and when did he start listening to podcasts?What was going through Isaac’s mind when he got a hold of sponsors?Isaac talks about what’s on his mind after receiving his first Private Placement Memorandum (PPM) and how long it was.How many syndications is Isaac in now?Isaac’s metric or system in dividing which asset class he’s going into.Why is it important for Isaac to look for his sponsor’s materials and communication?Isaac explains what reverse engineering goal he’s currently working on right now.How passive income helps Isaac make core memories with his family and make big changes in his career.Isaac’s secret on how he keeps track of of many different syndications.Isaac’s advice to new investors about where they should start. Isaac’s advice for advanced investors and what he suggests them to press into and pursue. Tweetables:“I have these vivid memories of just consuming hours and hours and hours of podcasts content, of course, finding my way to the BiggerPockets forums, reading as many blog posts as I can.” - Isaac Satten“The goal was just to see kind of a sizable cash flow come in month over month and transform both my personal portfolio but then also what influence can that have on my lifestyle.” - Isaac Satten“I think the thing that stands out to me are the sponsors who actually want to get to know me and understand what my motivation is for investing. If they're really good, they'll be able to zero in on my concerns pretty quickly.” - Isaac Satten“In terms of diversification, I'm still attracted to the physical diversification across the country, but I think I'm getting more comfortable with when you have those good jockeys, you stick with them. I think that's really important, finding the sponsors that you trust that are going to do right by the investors no matter what.” - Isaac Satten“I think just because this particular deal says they're going to have the highest prep or the highest IRR, and the shortest amount of sale period, doesn't necessarily mean it's the best deal. You have to dig deeper, and maybe at the point where you're okay with the sponsors, who are saying, hey, you know, this is more of a realistic picture. If you can hit the realistic picture versus maybe get to the ideal situation, I'll take that realistic picture every single time.” - Isaac SattenLinks Mentioned in Today’s Episode:The Family Board Meeting BookIsaac Satten on LinkedInMillionaires Unveiled PodcastAbout Isaac SattenIsaac Satten is the Director of Client Communications for IBISWorld. 
Whether it’s short-term financing that covers the cost of purchasing a property, or a small loan for renovation expenses, investors need to work with lenders who can provide advice on market trends, property values, and renovation costs. But it’s rare to find lenders that offer loans to fix-and-flip investors and become a trusted partner in their journey. Kiavi CRO, Stephanie Casper, teaches us about what investors get wrong when making it big in the industry from the perspective of a lender. This is one episode you shouldn’t miss, especially if you’re new in the industry.Key Points From This Episode: What is her reaction to rising interest rates?How does she see the groups that are being successful today projecting their exit prices? What’s the central theme to thinking through the current rate environment?Is she seeing a return to normal as demand drops slightly in the housing market? What marketing efforts is her company doing today?What's her forecast for flipping in general as a business model for the year ahead?Where are the pitfalls that people need to be watching out for as the environment changes?What's something that she’s doing or has done over the last six months that she’s implemented to drive development in one of the areas?Tweetables: “Regardless of the interest rate environment, there is always going to be a need for housing, and flippers are often best suited to delivering those homes.”“It's not just the business plan and math problem [for the flipper]; it's a bit of an emotional buy because you want to prove you can do it and help your ego along. That's where a lot of new investors get caught.”“What is the return on your capital that you need? What is the cost? What’s the math? That's really how you avoid the emotional buy for sure.”“Using bridge loans to buy stabilized and then refinancing that whole BRRR Strategy for investors is another way that we are augmenting that fix-and-flip demand.” “Higher interest rates are still going to be around for a few years, but they're not going to be around forever.”Link Mentioned in Today’s Episode:KiaviStephanie Casper on LinkedInAbout Stephanie CasperStephanie Casper is the Chief Revenue Officer of Kiavi. Prior to this, she served leadership roles in CoreVest Finance, Green Street Advisors, The Renaissance Companies and Metis Financial Network. Stephanie earned a BA in Hotel Administration from Cornell University and MBA in Real Estate Finance and Development from the UNC Kenan-Flagler Business School.
Today, we reflect on our conversations with Keith Blackborg and Amy Sylvis. Ultimately, what and when you invest plays a huge role in your investing success. But what is the best way to start a real estate business and how do you find an investment that best fits you?Breaking into the real estate syndication business is not easy. It takes time, persistence, patience, and hard work. While educating yourself about the business and the industry is non-negotiable, it is also crucial to get to know and work with people who have gained extensive experience and expertise in their field. But, is there a way to fast-track your entry into real estate investing? Find out in this #Highlights episode!Key Points From This Episode: Why “concentration followed by diversification” proved to be an effective investment strategy for Keith. Keith’s advice on how to find the best investment strategy that fits you.What is the Double Dip assets strategy and why does Keith recommend it for investors?What is asymmetrical risk and what investment opportunities provide this type of risk that investors should look for?Amy answers the question: How much money does it take to get into passive real estate investing?How much capital did Amy need to start her real estate syndication business? How did Amy gain the education and confidence to enter the real estate business?Why a mentorship program, albeit costly, gives faster access to the real estate industry?Tweetables:“Some of the best investments you’ll make are the ones you never invest in.” –Keith Blackborg“Time and building trust is a tremendous way to have someone view you as a strategic partner moving forward.” –Amy SylvisLinks Mentioned in Today’s Episode:Keith Blackborg on LinkedInFinancial Journey websiteWS1416: How to Find the Best Investments | Keith BlackborgAmy Sylvis on LinkedInSylvis Capital websiteWS1437: How to Get Into RE Investing Faster | Amy SylvisAbout Keith BlackborgKeith Blackborg, CPA, reached financial freedom within 10 years due to success as an investor and tax strategist. Keith and his wife Jessica have experience with domestic and international investments, including residential and commercial real estate, lending, startups, and paper assets. Keith served as the director of acquisitions for a hedge fund that transacted the largest private sale of homes in US history. About Amy SylvisAmy is the founder and principal of Sylvis Capital with apartment investments in Alabama, Indiana, Georgia, Tennessee, and Texas providing clean, safe, affordable housing to working-class families, giving a powerful and proven investment vehicle for friends and family to participate in, and pouring profits into organizations and charities for sick and underserved children.She continues to grow her portfolio with the goal of achieving the 5 freedoms: financial, time, geographic freedom, freedom of association, and freedom of purpose. Amy lives in Los Angeles with her amazing husband, Joel. They love college football, traveling, and volunteering their time with charities that care for children in need.
In this #Highlights episode, we reflect on our conversations with Mark Davenport and Oscar Buendia. Find out what helped them break free from their fears and limiting beliefs and pushed them to invest in real estate and succeed in it! Sometimes, it takes finding yourself in a situation where your back is against the wall, with no other option but to decide for yourself and choose whether to crush your limiting beliefs or let them crush you. And when you find yourself in such a place, that is when you will truly know whether you have it within you to get it done or not.Key Points From This Episode: The key to being aggressive in investing.How to not let your fears motivate your actions.How to handle your fear of purchasing a property, getting the deal, or scaling.Fear is the real challenge.What taking a risk looked like for Mark and how was able to scale because of it.The advantage of working with a local bank to finance a local property.The first action step to break free from your limiting beliefs in investing.How small multifamily exposed Oscar’s limiting beliefs.Having true mentors is a key to break free from limiting beliefs.Systems Mark and Oscar have established that helped them scale.How Oscar found his top-notch VA.Links Mentioned in Today’s Episode:Mark Davenport on LinkedInLevare Properties websiteWS801: Not Letting Fear Motivate Your Actions To Scale Quickly with Mark DavenportOscar Buendia on LinkedInREI Brothers PodcastWS815: The Willingness To Take Risks To Reach Success with Oscar BuendiaAbout Mark DavenportMark Davenport and his partner, Phoebe, got started in real estate when they bought a single-family fixer-upper in NH in 2009. Halfway through renovations, they had an epiphany – ‘let’s not work to pay a mortgage for the next 30yrs… let’s build passive income through real estate instead’. So, they finished that single-family renovation, sold the property, and worked on a foreclosed duplex. Next was a fourplex. Nine months later, both were sold and two six-unit buildings were on the books, along with a three-unit and another foreclosed duplex. Having relocated from NH to Brooklyn, they optimized these buildings through new management and renovations. Now living in Kansas City, Mark and Phoebe have made another leap by selling their NH portfolio of 18 doors and investing in a 73-unit tower and a 33-unit historic repurposed hotel.About Oscar BuendiaIn 2019, Oscar partnered up with his brother German, initially intending to purchase a few properties in Ohio. That soon changed when they found a 20-unit rental portfolio. From there they networked and problem-solved their way to buying this portfolio.  Currently, they are working towards stabilization and then the disposition of assets. Their eyes were open to how to scale to larger assets, and from there they have set their eyes on raising capital and apartment syndication.Beginning early 2020, Oscar has now co-founded two companies with German, REI Brothers, and GoodDay Capital. The first company started was the social media outreach and education platform, where showcased are their podcast, blog, and projects. The second company developed was their Real Estate Investing Firm to syndicate apartment buildings.
To take advantage of benefits, you need to act fast! Today’s guest, Jimmy Atkinson, discusses the benefits of Opportunity Zones and how they compare to 1031 exchanges. He shares how Opportunity Zones offer significant tax advantages and can be a better option for investors looking to diversify their portfolios and invest in alternative projects.In this episode, Jimmy helps you determine if it's the right investment strategy for you as he shares his knowledge and insights about opportunity zones and how investors can take advantage of this investment opportunity. Tune in now and explore the tax advantages of investing in a qualified Opportunity Fund and compare the two popular tax incentives!Key Points From This Episode: Jimmy shares the steps he took to get to where he is right now and for him to decide that commercial real estate is for him.Jimmy explains what exactly opportunity zones are.How do you know you’re operating in an opportunity zone and how to find them.Why should you consider investing with an operator in an opportunity zone?What is the tax incentive for qualified opportunity funds?The difference between opportunity zones and 1031 exchange.How the current economy is affecting Jimmy’s plans with opportunity zones.How is Jimmy prepared for a potential downturn when looking for projects?Jimmy’s best source for meeting new investors right now.The challenge Jimmy and his business is currently facing.The most important metrics that Jimmy tracks professionally and personally.Tweetables:“You essentially get to eliminate your capital gains liability on your opportunities on investment, so long as you hold it for 10 years.” - Jimmy Atkinson“The second big benefit is that you get to eliminate capital gains liability completely on the appreciation within your opportunities on investment.” - Jimmy Atkinson“Opportunity zones get extended and possibly even made permanent at some point down the road here but it would take an act of Congress to do that.” - Jimmy Atkinson“Opportunity zone by the very letter of the law and by the regulations that define what can qualify as an opportunity as an investment, they can't be poor or poor plus holdings, they actually have to be substantially improved or ground-up construction.” - Jimmy Atkinson“We don't do a lot of outreach looking for them, they [investors] tend to find us because we have such a strong presence in the opportunity's own space.” - Jimmy AtkinsonLinks Mentioned in Today’s Episode:The Beginner’s Guide to Opportunity Zones WebsiteOpportunity DB WebsiteOpportunity Zones PodcastsAbout Jimmy AtkinsonJimmy Atkinson is the founder of OpportunityDb and host of the Opportunity Zones Podcast. He is also the co-founder of WealthChannel, the leading community for High Net Worth investors and advisors who place capital in alternative investments. Originally from Los Angeles, he graduated from the University of Notre Dame with a BA in economics in 2004.
Christ-centered leaders inspire and encourage their followers to live according to compassion, humility, honesty, and selflessness. They prioritize building positive relationships and promoting a sense of community and strive to create a workplace or organization that is guided by Christian values. In this new episode, Life Bridge Management CEO Sutton Turner teaches us about leading with a sense of purpose and meaning that goes beyond individual gain and seeks to positively impact the world. Key Points From This Episode: How did he get to lead teams in the Middle East?What transitions did he experience while working in Arab countries?What lessons did he learn from building a management company in the Middle East?What is the most important thing for him when leading a company?Why did he build Life Bridge Management?What are some of the most important metrics that he tracks?How does he give back to the community? Tweetables: “To build a culture based on love, which is based on grace, is one of the greatest opportunities that I have at age 53.”“We try our best to build a healthy culture in the property management business.”“What you guys started at Life Bridge Capital is a culture of love. And now we're just going to transfer that down, or organization because we love one another.”“When you have third-party management companies that are on a 30-day cancelable contract, there's no transparency because of fear of losing their job as the property manager. They're not going to be 100% transparent with you.”“For us to have a culture of love from the very, very top of Life Bridge Capital all the way down to the border at one of our properties in Colorado Springs, the only way to do that is to take over your own management company.”“And because you trust me, and we built that trust up, it's not like I'm not going to make mistakes. I'm going to make mistakes, actually. But I'm going to tell you my mistakes.”“I'm trying to give you guys perfect information so that you're able to make the very best investment decision possible.”Link Mentioned in Today’s Episode:Sutton Turner on TwitterSutton Turner on LinkedInLife Bridge ManagementAbout Sutton TurnerSutton Turner is the CEO of Life Bridge Management. He has 30 years of experience in real estate, property management, and C-level roles. Sutton created and led the Wentwood Companies with his brother in 1997, which managed 36 apartment communities across 13 states with over 300 employees. In 2008, Sutton was asked by a major developer (Sorouh/Aldar) in Abu Dhabi to build a property management company called Khidmah (meaning “service” in Arabic). As CEO, Sutton created the first full-service real estate management company in Abu Dhabi, UAE, with $600 million in assets and $1.8 billion under development. A critical element of Khidmah’s success was the recruitment of skilled workers and professionals from the Philippines, India, Sri Lanka, Nepal, Bangladesh, Egypt, and Syria. After establishing this management company in Abu Dhabi, Sutton moved on to Doha, Qatar, where he reorganized Qatar’s property management company, Waseef, as CEO.  Sutton has had two tenures in full-time ministry with Celebration Church (2006-2007) and Mars Hill Church (2011-2014). He is very grateful for the growth through both of these ministry experiences.
Fear can hold people back from making investments in real estate. And analysis paralysis is a common problem for many investors who have difficulty moving forward with their first deal. In today’s episode, guest Jason Baik shares how you can overcome this and his insights on the importance of leveraging analytical skills in real estate investing and the importance of understanding underwriting and the numbers behind real estate.He also teaches us how to provide practical and realistic resources for aspiring investors and explains to us the definition of primary, secondary, and tertiary markets. Tune in now and find out the key metrics they look for when analyzing a market so you can enjoy having time and financial freedom according to your will!Key Points From This Episode: Jason shares the story about his crossover from data science analytics to multifamily investing.Jason talks about the genesis behind The Underwriting Lab.How does Jason help people with analysis paralysis?The key metrics one should look at when evaluating deals.The difference between secondary and tertiary markets based on Jason’s personal experiences.What are the things that Jason looks for when analyzing the market at a high level?How to choose a market as a small investor?The places with lower margin of error when buying and why.Jason’s goal for his business, Compounding Capital.The habit that Jason practiced consistently brought him to where he is today.Tweetables:“I decided to create a product that shows you a more behind-the-scenes look at multifamily as a business, about real benchmarks and real assumptions, and tough calls that you have to make.” - Jason Baik“I tell people a lot of times to focus on the operator, especially if you tend to be working with successful people who have made money in some other industry.” - Jason Baik“If you're choosing a market, as a small investor, if you're just beginning if you just have a small team, you need to find a price differential, more than you need to focus on macro metrics.” - Jason Baik“You can't compete on price when you're competing with the BlackRocks and the Blackstones.” - Jason Baik“You can make money in most places, and it's just about finding a market where you personally have some sort of competitive advantage in.” - Jason Baik“You develop some sort of operational advantage as you buy more units and get experience.” - Jason Baik“Not overpaying for an asset is one of the only things that you can directly control at least in that phase of your career.” - Jason BaikLinks Mentioned in Today’s Episode:Jason Baik on LinkedInCompounding Capital WebsiteThe Underwriting Lab WebsiteCompounding Capital on FacebookAbout Jason BaikJason is the former director and vice president of Data Science, an apartment real estate investor, co-founder and managing principal of Compounding Capital Group, and the founder of The Underwriting Lab. He teaches others how to leverage analytical skills to break into real estate investing.
New real estate investors tend to be too risky when coming into the investing scene. But any successful multifamily investor advises against this, especially those that have built years of experience of closing large deals.In this #TechandTacticsTuesday episode, Matheson Capital co-founder, Will Matheson, explains to us how to get started on the right track in real estate investing, and how he learned to add value to another operator. Discover his important piece of advice for those who are new to investing, and why this matters a lot. Key Points From This Episode:  Why did he and his brother immediately jump into multifamily investing?How did he successfully partner with another firm?How did he reach out to these partners?Why is he focused on the Carolinas?Why did he start with heavy value-add projects?How did he use his experience as a broker to start his investing career?What are some bad investing habits that investors need to avoid?What does he mean by ‘fundamentals being in place?’How does he get prepared for a downturn?What is his best source for meeting new investors today?What are his best pieces of advice for passive investors?How does he give back to the community? Tweetables: “I believe in this market, I believe in this property. I think I can get in touch with these guys. And we made it happen.”“It's easiest to go into a market where you can get your investors comfortable, and people are most comfortable with what they know.”“Our thesis or investment thesis is, ‘I'm not going to ask an investor to marry me for the next 10 years on a 10 year hold.’”“We said, let us build our track record, let us earn your trust because there's always someone with more experience than you.”“We didn't want to offer coupon clippers for the next decade, we wanted to say, let's get you in and out. Let's prove that we know what we're doing. And let's move on to the next one.”“So being a broker definitely gave a lot of insight into property valuations.”“When you're just starting out, I always tell people, ‘Do not commit to a long term timeframe, on a project. And when you're starting out, you're probably starting with smaller properties.’” “We started out focused on very small properties because of equity raising. It's easier to raise equity when you have less of it to raise.”“You don't want to tie up a deal for too long with the debt. You don't want to over invest your own capital. You're not in this business to buy one property, you're in this business to buy 10-12, whatever that number may be.”“You don't want to over allocate your resources. You have to understand that no one cares more about this project than you do.” Link Mentioned in Today’s Episode:Matheson Capital Will Matheson on LinkedInAbout Will MathesonWill Matheson is the co-founder of Matheson Capital, a private equity firm focused on value-add multifamily assets in the southeast region. Prior to this, he was into investment sales at  Marcus & Millichap, closing more than 50 sales transactions totaling over $140 million, and also served as President of Lowcountry Veterans Home.He earned a BA in Business Administration with concentration in Finance, Strategy & Management Consulting from Emory University - Goizueta Business School, and a graduate degree in Real Estate Development from Columbia University.
When it comes to talent selection, it’s not just always about hiring more people. Rather, organizing tasks to keep them aware of what they're good at and what energizes them is more crucial. In today’s episode, our guest Jimmy Edwards talks about the importance of having the right people in the right seats in your business. He shares his journey of how he found his way into the real estate industry and multifamily market.He also discusses with us his hiring process and how he ensures that he's hiring the right people for his team and how he itemizes people's strengths and weaknesses to understand who is best suited for what role. Tune in now and learn more about what made Jimmy successful and how he delegates tasks the right way!  Key Points From This Episode: Jimmy shares how he got into real estate, his hiring process and how he finds the right talent.The current scaling of Jimmy’s business.The importance of having the right person in the right seat, as well as Jimmy’s transition from being in the wrong seat to learning what the right seat was.The process of ensuring the team is in the right place and how Jimmy thinks through their strengths and weaknesses.How did Jimmy approach his team members?How to know if there’s a person better suited for a certain role.The way Jimmy is preparing for the next recession or a downturn and how to ensure they’re prepared for the next deal.Jimmy’s best source for meeting new investors.The most important metrics that Jimmy tracks both personally and professionally.Tweetables:“We had a bunch of deals under contract that kind of fell apart, everything's kind of happens for a reason, I believe… and then you figure it out and you look back you're like awesome.” - Jimmy Edwards“I have a few deals under management right now which allows me to reorganize, restructure and systemize the business so that throughout the next expansion, we can buy 10,000 doors.” - Jimmy Edwards“I know I'm headed in the right direction when immediately my personal energy changes. I know I have the right idea because I get energized and all the weight falls off.” - Jimmy Edwards“Hopefully, we've been successful at systemizing and organizing, getting people in the right seats so that we can scale through the next expansion.” - Jimmy Edwards“I'm just trying to get back to my team, empower them, let them,  get them happy, get through some of these things so that we can keep scaling.” - Jimmy Edwards“Sometimes you miss things because you're solving a small problem along the way, but you don't realize that you took a misstep until it starts clogging up the wheel.” - Jimmy EdwardsLinks Mentioned in Today’s Episode:Rich Dad Poor Dad BookHigh Five Multifamily WebsiteAbout Jimmy EdwardsJimmy Edwards is the Founder of High Five Multifamily, a real estate solutions company that focuses on the acquisition and revitalization of distressed and value-add multifamily investment property. Since 2017, High Five Multifamily has bought and sold 868 units and is currently looking for opportunities in the DFW and San Antonio areas. Jimmy has been an investor since 2011 in both single-family and multifamily properties, has bought and sold over 100 single-family houses, and has purchased six apartment complexes.
In this #Highlights episode, we look back at our conversations with Pam Sacramando, Founder of The C.R.E.A.T.E Wealth Network and Dusten Hendrickson, Founder of Mailbox Money. They share the keys they discovered to make their side hustle in real estate investment a steady income stream. Pam recounts her early days in real estate, which she believes was the most difficult stage in her investing journey. Yet, it set the tone for the success she enjoys today. Dusten shares eye-opening principles for investing in different markets and the strategies he used to scale his portfolio even during the pandemic. Enjoy the show!Key Points From This Episode: The transition process from being an aerospace engineer to a real estate investor.Support from family and friends will keep you going along your chosen path.Finding a mentor is instrumental in keeping your focus and mindset straight.The hardest part of syndication.The biggest misconception in multifamily investing.How to pick the right market to invest in.Some rules of thumb for investing in different markets.Tip-offs to look for for a good operator.What is Dusten’s wellness design for apartment investors?How Dusten refinanced his entire portfolio in 2020 during the Covid-19 pandemic.What was his debt strategy?Tweetables:“Once you find a way that works for you and you set it up properly, then things will start to flow in.” –Pam Scamardo“If something becomes very important, we can just focus just on that ’cause almost everything we do now is proactive, it’s not reactive.” –Dusten Hendrickson“Your biggest enemy is not the scam artist, but it’s the guy who’s just operating in a mediocre fashion.” –Sam RustLinks Mentioned in Today’s Episode:Pam Scamardo on LinkedIn Create Wealth NetworkEpisode 783 (full episode)Dusten Hendrickson on LinkedInDusten Hendrickson on FacebookEpisode 989 (full episode)About Pam ScamardoEntrepreneur Pam Scamardo is the Founder of The C.R.E.A.T.E Wealth Network – a top free educational resource for commercial real estate investing. Officially ‘retired,’ Pam is a mother and wife who discovered the benefits of passive income after realizing she did not need to be a millionaire to begin investing in commercial real estate. An aerospace engineer by trade, having been employed by Lockheed Martin, Boeing, and UTC Aerospace, Pam made a career pivot almost 10 years ago and founded her first company TPK Properties. She is passionate about helping others achieve “job optional” status through commercial real estate investing and wants to empower men and women along their journey to financial freedom.About Dusten HendricksonDusten develops real estate, purchases existing value add real estate, and invests passively as an LP. He also helps others invest in the same deals he invests in.  He has been involved in RE his whole career. He has a passion for green building and collaborated with South Dakota State University – Department of Architecture to build the first certified Passive House in South Dakota. He owns and asset manages over 300 units and he passively invests in over 1000 units. He also helps raise money for the deals he invests in. He has developed a skill set that is perfect for value add multifamily because of all the affordable design-build he has participated in by living in a very frugal community. 
In this #Highlights episode, we look back at our conversations with Dan Handford of and Dave Codrea of Greanleaf as they share their knowledge and insights on how to make your investments perform better in the midst of inflation or the current economic conditions.Dan, with his extensive successful background on educating multifamily investors, focuses on the red flags or warning signs for passive investors especially now that we’re dealing with the economic effects of the Covid-19 pandemic. Dave shares his outlook on whether it is time to buy, sell or hold, based on his years of experience in investment management and operational execution. You surely don’t want to miss this episode!Key Points From This Episode: Is it the proper time to invest in real estate in the midst of economic slowdown and the aftereffects of the Covid-19 pandemic?Red flags to watch out for in the underwriting or structure of deals in this kind of economic condition.What kind of adjustments to mitigate risks should be made in the business plan for A, B and C-class assets?Things to expect from the operator if you are an investor.Three major things to look for when vetting operators.The pros and cons of investing in the multifamily asset class in the midst of inflation.As an investor, what are things to expect this year?What’s a good cash reserve strategy or threshold?Tweetables:“You have to be decisive and having somebody who has some sort of successful background in business is a very crucial piece.” –Dan Handford“We think about our strategy with our businesses really like a triangle of relationships. So we have our investors on one side, we have our tenants and residents, and then we have our team. And the more things we can do that really bring those three pieces together on a piece of real estate, the more comfortable everyone can be with it.” –Dave CodreaLinks Mentioned in Today’s Episode:Dan Handford on LinkedInDan Handford on TwitterPassiveInvesting.comEpisode 554 full episodeDave Codrea on LinkedInGreenleaf websiteEpisode 1556 full episodeAbout Dan HandfordDan and his wife, Dennae, along with their 4 children (3 girls and a boy), reside and work in Columbia, SC. Dan has an extensive successful background in starting multiple seven-figure businesses from scratch, including a large group of non-surgical orthopedic medical clinics located in South Carolina. His family of companies has annual budgets in excess of $10MM. He is the founder of the Multifamily Investor Nation, where he educates a nationwide group (9,000+ members) of multifamily investors on how to properly invest in multifamily assets. He is the co-host, along with his wife, Dennae, of the Tough Decisions for Entrepreneurs podcast, which can be found on iTunes and Google Podcasts.About Dave CodreaDave is co-founder of Greenleaf, an Atlanta-based real estate investment firm. From the very beginning, Dave built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. Since its inception as a two-man venture, Greenleaf has grown its geographic footprint to encompass several states in the Southeastern US. The growing portfolio currently includes Apartments, Mobile Homes, and Commercial properties. Our investment, management, and construction platforms work in sync providing top-level customer experience, impressive investment returns, and a culture of innovation and goal setting.
Market diversification is one thing that’s always emphasized in investing circles. But there are those who dare to concentrate on a particular market and have grown their businesses to success.In this episode, Harvard Grace Corporation CEO Stewart Heath explains to us why his hyper-focused property investing strategy has worked for him. Life Bridge Capital’s Whitney Sewell gets to know more of this industry veteran in this new episode. Key Points From This Episode: How did he start in real estate investing?How has the property industry changed through the years?Why is he committed these days to syndications?Why did he decide to be hyper-focused on a particular market?What is his philosophy behind focusing on one asset class?What are some factors that he thinks can break a deal for him?How should investors calculate the amount of reserves that they need to have?What is his best source for meeting new investors today?How does he give back to the community? Tweetables: “So these days, I do syndications, not only to give other people opportunities to get into real estate deals. But it's also risk diversification.”“We make sure that there are plenty of reserves in all of our deals from the get-go.”“And because you don't know what's going to happen, I've also focused completely on cash flowing properties.”“That's what investing is about. It's about recurring cash flow.”“Hyper-focus is really for me, I'm not saying that I will never do anything. In other markets, the Tennessee Valley is fairly target rich, and I like to be one hour away from our deals.”“We manage our properties, we do the property management. I think the property management model is broken. And so we sort of do that.""We take a customary fee for that, but trust me, we're losing our shirts doing that. But to me, it is so important to do the boots on the ground management to deliver on the proforma that has been sold to the investors.”“The model is broken, where you can't really hire top notch people without them basically taking on more than they can handle and make that make that a business itself.”“Self-storage is a great way to play the multifamily movement.”“We feel like being an expert in the community makes it not so necessary for us to focus on asset class expertise if there is such a thing as asset class expertise.”“If we can deliver our investors a reasonable return and still have a 1.2X debt service coverage to us, that's a good deal.”Link Mentioned in Today’s Episode:Harvard Grace CapitalHarvard Grace AdvisorsStewart Heath on LinkedInEmail Stewart HeathAbout Stewart HeathStewart Heath, CPA is the CEO of Harvard Grace Corporation and Harvard Grace Capital. He previously held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. In 2016, he was recognized as a finalist for the Nashville Business Journal’s CFO Awards.He earned his CPA license in 1987 and has since held several senior financial and operating positions. Heath also holds a B.S. in Business Administration  from Auburn University. He also  sits on several boards, including Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living.
Self-storage can be a lucrative investment opportunity for those who do their due diligence and invest wisely. Take it from our guest Kris Benson as he talks about his path to real estate and how he ended up in self-storage and stabilized his assets. He also discusses the potential risks that investors should consider and the competition from new operators. Kris also notes the importance of standing out to make a lasting impression on potential investors and finding the great people you know will act on your behalf when there’s a downhill. Listen in as he gives a bonus tip on why expansion is the biggest lever to grow net operating income and maximize return on investment for investors.Key Points From This Episode: Kris talks about his path in real estate and his investments before getting into self-storage.Kris’ overview of where the industry stands today and the benefits and potential risks of investors considering self-storage.Why is America just a culture built on consumerism?Why is market dynamics considered the biggest risk for investors investing in storage?How Kris goes about learning the occupancy of their competitors in their market.The ways, as an operator, to maximize return on investment.Expansion as the biggest lever that Kris and his company is pulling off right now.Are there many mom-and-pops owning 100 to 200 units?What are the exit strategies operators should consider in the long term?Kris’ best source for meeting new investors right now.What makes Kris’ business stand out and what also worked out for Whitney and Life Bridge Capital?The challenging part about investing passively.The importance of finding great people and building a relationship with operators.The locations where Kris is going to do deals and partnerships.Tweetables:“The more storage there is, the more people use it.” - Kris Benson“The thing I would say from an investor standpoint is, the people who trust you, as an operator, they're going to be the people who write your check.” - Kris Benson“I was interested in self-storage as an asset class, I was convinced that cap rates and apartments couldn't possibly compress any further than they were at that moment.” - Kris Benson“As an investor, you're trusting the operator to find good opportunities for an exit. For us, it's mostly been institutional capital and the REITs that have provided those exits for us.” - Kris Benson“I've done a fair amount of passive investing in my career. And what I bet on is team and track record..” - Kris Benson“I want to know the people first because, generally, if you have great people, that's a good place to start. When things go downhill, you know those people are going to act on your behalf.” - Kris BensonLinks Mentioned in Today’s Episode:Reliant Real Estate Management, LLC WebsiteReliant on LinkedInAbout Kris BensonKris Benson oversees the equity-raising arm of the business, sits on the investment committee, and manages investor relations. In the past 24 months, the Reliant team has been responsible for over $200 million in self-storage acquisitions across the southeastern U.S. Kris, an executive sales professional brings a wealth of knowledge from his own experience in the commercial multi-family arena. Prior to joining Reliant, he worked for Intuitive Surgical, the developer of the da Vinci surgical robot. Mr. Benson graduated from the State University of Binghamton. Kris currently lives with his wife and children in Roswell, Georgia.
Can winning habits be learned? In the case of real estate syndication, anyone can take advantage of success stories from investors who have learned the ropes through the years.In this episode, Sean Donnelly of Left Field Investors shares valuable insights on how to thrive in a real estate syndication. Life Bridge Capital’s Deana Berg gets to uncover his journey into passive investing and how he continues to make a mark in the industry. Key Points From This Episode:What made him decide to venture into real estate investing?What role does his wife play in the business?What were the lessons he realized from his first investment?What motivated him to go into passive investing?How was his experience doing his first phone call to propose a deal?How does he approach PPM today?What investment advice did he learn that is still relevant today?How has he demonstrated the power of real estate investment to his kids? How does he keep track of his investments? Tweetables:"You don't have to be the first, just be the swiftest. So just keep going.”“Have grit, have that hustle, have that passion.” “Never give up on yourself, whatever it is that you're going to, go after it with passion.”“What we want to do is educate people in this passive investing space and make them smarter and better and understand the importance of due diligence.”“Think differently, invest passively.”“Our goal is not to go after the shiny object, but to go after people that go after knowledge, to share that knowledge, and then find operators and sponsors that we know, like and trust.”Link Mentioned in Today’s Episode:Sean Donnelly on LinkedInLeft Field Investors Email Sean DonnellyAbout Sean DonnellySean Donnelly started his real estate investing journey in 2007. However, the recession tested his determination to which he credits today for inspiring him to be one of the best in the industry. Today, he is active in multi-family and funding opportunities through syndications. Sean earned a degree in finance from Iowa State University and then completed his MBA in 2007 from Otterbein University. 
Comments (1)

Damaris Maria

excellent show. so much valuable information. thanks you

Jan 25th
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