Multifamily Insights

Natalie Cloutier is a French-Canadian real estate investor who, alongside her husband, has spent over a decade building a successful build-to-rent business in Canada. With a background in architectural technology, Natalie began her journey by constructing her first home at the age of 19 using a sweat-equity loan, transforming a family "secret" into a powerful investment model. Today, she and her husband have built 53 units from the ground up, acquired and renovated four additional properties, and automated their business to support long-term growth. Her approach centers on risk-aware development, ADU maximization, and creative strategies to unlock housing value. She is also the author of The Build to Rent Strategy and co-founder of The New Build Couple.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Why building your own home with sweat equity can kickstart your investing journey The build-rent-refinance-repeat model Natalie uses instead of traditional BRRRR How legislation like Bill 23 unlocked value via ADUs The risks to watch for when analyzing land deals Why burnout forced her to scale—and how hiring a team changed her business     Topics From Architecture School to First Build How Natalie and her husband started by building their own house at 19 The sweat-equity loan that replaced a traditional down payment Living through construction while house-hacking their basement unit Scaling with Confidence Transitioning from guided help to self-led builds Building nights and weekends while working 40-hour weeks How an employee learned their model and replicated it himself Why Build-to-Rent Made Sense Existing properties in Ontario didn't pencil out Build-to-rent as a better alternative to BRRRR for their market The shift from slow beginnings to full-time real estate Shifting Strategies Through Market Changes The effects of COVID, inflation, and interest rates Navigating legislative battles with municipalities Taking a break to reassess in the face of red tape Due Diligence in Development Natalie's master checklist before buying land Zoning, sewer, easements, internet access, and environmental tests The consequences of skipping steps (like a $30k surprise for internet) How ADUs Became a Game Changer Leveraging Ontario's Bill 23 to turn a duplex into a triplex Avoiding six-figure development fees by using ADU classifications Applying the ADU model to create sixplexes with cost savings     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Natalie up for success: Burning out from doing too much herself, led to hiring a team and building better systems. Digital or mobile resource: Buildium, for managing tenant communication and operations, even with just a few units. Book recommendation: Secrets of the Canadian Real Estate Cycle by Don Campbell, great for understanding market timing and cycles. Daily habit: Running or walking: movement helps her reset and stay grounded. #1 insight for real estate investors: Do your due diligence. This is not a risk-free strategy, so run the numbers and know what you're getting into. Favorite restaurant in Mont-Tremblant, Quebec: Socal Kitchen.     Next Steps Connect with Natalie at thenewbuildcouple.com Follow her on Instagram to see project videos and updates Grab a copy of her book: The Build to Rent Strategy     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you don't miss an episode.

Vitaliy Gnezdilov is the co-founder of Raise Ready Systems, a capital-raising platform helping real estate operators attract six- and seven-figure checks through paid social campaigns. With a background in user experience design, Vitaliy blends creative branding with performance marketing to help sponsors scale beyond friends and family capital. He has raised over $40M alongside strategic partners and formerly worked at CrowdStreet to streamline investor acquisition and conversion at an enterprise level.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Social media can drive serious capital—but only if you build trust, credibility, and speed into your funnel. "Speed to lead" is the difference between a committed investor and a missed opportunity. Avoid pitching too early—use the first call to understand investor goals and qualify the fit. Human touchpoints (real calls, manual follow-up) outperform automation when raising large checks. Sophisticated investors do respond to ads—if you tailor your messaging and sales process to their needs.     Topics From UX Design to Real Estate Capital Vitaliy began his career in software and UX before partnering with a high school friend in advertising. Together, they leveraged design and paid traffic to raise capital in exchange for GP equity. Worked with sponsors across multifamily, mobile home parks, and ATMs—raising $40M+. Building Raise Ready Systems Created a framework to generate investor conversations using paid ads and optimized funnels. Emphasizes "speed to lead" and relationship-building, not just lead generation. Most clients aim to raise $1M/month per investor relations rep using his system. What Actually Works in Paid Campaigns 15–20 ad hooks are tested at launch; funnel must earn attention seconds at a time. Webinar funnels often fail due to lack of contextual awareness—must match platform behavior. Content and UX must be laser-targeted; the platform algorithm does the rest. Human Touch vs. Over-Automation Raise Ready added an appointment-setting team that calls leads within 5 minutes. Human contact builds credibility before handing leads to IR teams. Created diligence packets and follow-up sequences to support investor conversion. Common Mistakes Operators Make Lack of sales process is the biggest bottleneck—not lead volume. Founders often pitch too early; better to listen, qualify, and align investment opportunity. Raising from strangers is a different game than friends and family—adjust your approach.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Vitaliy up for success: Generating leads without a solid sales process led to client struggles—so they built internal appointment-setting and partnered with a top IR pro raising $1.5M/week. Digital or mobile resource: RaiseReadySystems.com — explore the call funnel firsthand and browse in-depth insights on their blog. Book recommendation: Buy Back Your Time by Dan Martell — a playbook for reclaiming your time and scaling your business through team leverage. Daily habit: Praying each morning—"Throne before phone"—to center himself before opening the laptop. #1 insight for raising capital: Speed to lead. But more importantly—don't pitch right away. Listen, qualify, and match your offer to investor needs. Favorite restaurant in Minneapolis, MN: Khâluna.     Next Steps Connect with Vitaliy at RaiseReadySystems.com Explore their sales funnel strategy and blog resources Reach out to see if Raise Ready is a fit for your capital-raising goals     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Catrina Craft is a CPA, tax strategist, and real estate investor with over 20 years of experience in applying the tax code to maximize wealth for investors and entrepreneurs. As the founder of Craft CFO Advisory Services, she supports real estate professionals, creative agencies, and business owners with proactive planning to reduce tax obligations and build long-term wealth. A frequent speaker and educator, Catrina brings a unique blend of compliance, strategy, and investment knowledge—helping her clients go beyond tax preparation and into true financial empowerment. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Start tax planning early—waiting until tax season puts you in reactive mode Don't structure appreciating assets in a C corp—it can lead to unnecessary tax penalties Asset protection is more than just forming an LLC; structure and exposure matter A tax strategist is proactive—meeting regularly and guiding decisions throughout the year The IRS rewards those who build and invest—use the code to your advantage Topics 1. From Debt to Wealth Building Catrina lost 80% of her income when a major client left and found herself $100K in debt This challenge drove her to learn real estate investing and the tax strategies behind wealth building Paid off her debt in 2 years while building a rental portfolio 2. The CPA vs. Tax Strategist CPAs focus on compliance and reporting what already happened Tax strategists plan proactively to reduce your tax bill before decisions are made Working with a strategist who knows your industry—especially real estate—is critical 3. Avoiding Common Structure Mistakes Many investors set up LLCs without understanding tax treatment options Holding real estate in a C corp is a costly and often irreversible mistake Asset protection includes entity structure, insurance, and understanding exposure risk 4. Planning Beats Panic Most deductions and deferrals (like cost segregation and 1031s) require advance planning Catrina meets monthly or quarterly with clients to stay ahead of key decisions Tax planning should start at the beginning of the year—not at filing time 5. Questions to Vet a Tax Professional Ask about their industry experience and how often they meet with clients Determine whether they offer strategy or just compliance services Ensure they understand your specific investing model (e.g. syndication vs. flipping) 📢 Announcement: Learn about our Apartment Investing Mastermind here. Round of Insights Failure that set Catrina up for success: Losing 80% of her income and going into debt forced her to learn real estate and rebuild—leading to lasting financial independence. Digital or mobile resource: MileIQ — tracks mileage automatically for real estate and business-related driving. Book recommendation: Tax-Free Wealth by Tom Wheelwright — foundational insights on using the tax code to your advantage. Daily habit: Morning gratitude, sunlight, a walk, and 30 minutes of educational podcast listening to stay clear and motivated. #1 insight for the best tax strategy: Hire a tax strategist—not just a tax preparer. Favorite restaurant in Dallas, TX: Houston's or Hillside. Next Steps Access Catrina's free tax planning resources. Connect with her through her LinkedIn Page. Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you don't miss an episode.  

Jon Weiskopf is the Founder and CEO of Blue Eyed Capital, a purpose-driven investment firm focused on helping people of color invest in high-performing real estate that delivers both financial returns and meaningful impact. After a successful engineering career that included designing Apple's flagship retail stores around the world, Jon left corporate life to pursue a more meaningful mission—one grounded in sustainability, social responsibility, and leaving a better world for his children. His impact-focused approach to multifamily investing prioritizes operational efficiency, environmental upgrades, and tenant well-being as pathways to long-term success.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Real estate impact investing is not charity—it's smart, sustainable business Operational efficiency matters more than rent growth for long-term value Utility cost trends are critical indicators of property performance risk Personal alignment with your investing mission prevents burnout and increases longevity Finding properties close to home can reduce risk and improve responsiveness Capital access and relationship-building are essential for resilience in tough markets     Topics From Apple to Apartment Investing Jon's career began in engineering, including 10 years leading Apple's retail development globally A burnout and desire to spend more time with family pushed him to rethink his priorities After attending a real estate event, he realized his background in construction and systems was an untapped advantage Finding Purpose in Real Estate Named after his wife and children, Blue Eyed Capital was born from a desire to create legacy and impact Jon's "why" includes modeling values for his kids and using his skills to improve the world Leaving Apple and taking a three-month leave of absence gave him clarity and relief from corporate stress Why Impact Investing Is Smart Business Jon focuses on improving underperforming Class C properties with outdated systems Instead of relying on rent increases, he drives returns through sustainability upgrades and energy efficiency Better-performing systems (HVAC, lighting, etc.) lead to tenant stability, lower expenses, and long-term ROI What Most Investors Get Wrong Many operators don't understand the compounding effects of rising utility costs Passing on utility bills to tenants only works until affordability breaks down Energy-efficient upgrades generate increasing savings year over year—unlike cosmetic renovations Choosing the Right Properties Looks for good bones: buildings that are structurally sound but need systems updates Willing to walk away from deals if fundamentals (e.g., plumbing) don't check out Proximity to home has become increasingly important for asset management responsiveness Capital Raising and Private Lending Jon warns new operators not to underestimate the difficulty of raising capital Missed investor commitments and slow funding timelines require backup plans He's built a parallel business in private lending to create consistent cash flow between deals     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Jon up for success: A high-stakes Apple project in San Francisco failed publicly at launch—but it taught Jon the value of resilience, preparation, and systems under pressure. Digital or mobile resource: FRED – the Federal Reserve's data portal. Jon uses it to track trends like auto loan defaults and consumer credit that signal housing demand and risk. Book recommendation: It Takes What It Takes by Trevor Moawad. Daily habit: Wakes up at 3:30 a.m. every day to work out—starting with physical discipline to focus and own his day. #1 insight for investing in impact properties: Purpose matters. If your plan is aligned with serving a community's needs—not just maximizing rent—you'll build a more stable, lasting business.     Next Steps Follow Jon on LinkedIn Check out Blue Eyed Capital's website.     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Justin Brennan is a third-generation real estate investor and the founder of Brennan Polley Capital and Multifamily Schooled. After his family experienced a $60 million bankruptcy during the 2008 financial crisis, Justin rebuilt from scratch—growing a $185 million apartment portfolio across 1,100+ units in multiple states. Today, he's a leader in multifamily education and mentorship, helping others build wealth through cash-flowing assets, investor relationships, and a resilient mindset.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Use sweat equity to partner with others who bring capital—start with what you have Real estate offers generational wealth, but over-leveraging can wipe it all out Begin with a single unit if needed, but learn to scale fast using other people's money Community, discipline, and market knowledge are critical for out-of-state investing Opportunities don't knock—you create them and act when the door opens     Topics Rebuilding After a Family Bankruptcy Justin's father built and lost a $60M portfolio during the 2008 crash Learned hard lessons early: never over-leverage and always prioritize cash flow Decided to restart in 2010 with a $100K condo—and a long-term mindset From Small Starts to Major Scaling Bought duplexes and fourplexes before realizing the power of OPM Partnered with a friend in tech to launch Brennan Polley Capital First major deal: 27 units in Kansas City, raised $800K with just $30K out of pocket Now owns/control 40% of a $200M portfolio—vs. 100% of $3.5M before The Power of Community and Conferences A Tom Ferry conference helped shift his mindset around raising capital Later attended a Boston syndication event, which gave him clarity and confidence Losing his sister in 2018 made him take bigger action—he chose not to live with regret Investing Out-of-State with Confidence Recommends building your team before chasing deals: brokers, PMs, contractors, lenders Emphasizes importance of in-market relationships and pre-market deal access Uses security cameras to remotely monitor properties in real-time Invests only within 25–30 miles of top 100 MSAs for strong bank financing and tenant demand     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Justin up for success: Walking away from a $33M deal after already investing $800K in due diligence. It hurt—but protected investors and built trust, leading to a more profitable deal soon after. Digital or mobile resource: Crexi.com — not for deals, but to identify the top local brokers controlling inventory in a market. Book recommendation: The Power of One More by Ed Mylett and Atomic Habits by James Clear. Daily habit: Detailed morning routine that ends with a spoken "prayer letter" in the present tense. Uses the ThinkUp app to reinforce affirmations and stay focused on vision. #1 insight for scaling a multifamily portfolio: "Never ask for money. Offer opportunity." Build trust, show results, and use a clear system for raising and managing capital. Favorite restaurant in San Diego, CA: George's at the Cove.     Next Steps Subscribe to Justin's YouTube channel. Learn more about his program at multifamilyschooled.com     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Nic Espanet is the founder of Flex Equity Group and host of the Flex Forward Podcast. After two decades as a physical therapist, Nic transitioned into real estate—starting with passive investments before becoming a lead general partner. He's now led eight out of ten multifamily deals across Texas, with a focus on operational systems, investor communication, and market strategy. Through his podcast and syndication work, he helps others build freedom through clarity, consistency, and resilience.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Start as a passive investor to learn best practices and build trust. Your first GP deal might require sacrificing equity to gain credibility. Raising capital today is about thoughtful follow-up, not just email blasts. Real estate's control and tangibility make it more appealing than stocks. Take fast action with underperforming property managers—delay can cost you.     Topics From Healthcare to Real Estate Nic spent 20+ years in physical therapy before pivoting to real estate. Originally planned to invest in single-family homes before discovering multifamily. His first steps were as a passive LP, which taught him how great GPs operate. The GP Transition Joined a Dallas real estate network to meet experienced sponsors. Partnered with a seasoned operator for his first deal and earned credibility through effort. Built his own investor systems based on what he appreciated as an LP. Capital Raising in Today's Market Early deals filled in 2–3 days. Now it often takes weeks of phone calls and reminders. Uses GoHighLevel CRM to track interest, follow-ups, and conversations. Avoids texting new investors due to new legislation (SB140 in Texas). Lessons From the Field During COVID, personally took over a failing asset and drove occupancy from 70% to 90%. Now focuses on Texas secondary markets with population growth and minimal new supply. Attributes success to consistent communication, team alignment, and market adaptability.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Nic up for success: Waiting too long to fire a failing property management company. That experience now shapes how fast he acts when performance slips. Digital or mobile resource: GoHighLevel CRM. It tracks soft commits, investor contact, and follow-up history in one place. Book recommendation: Rich Dad Poor Dad by Robert Kiyosaki. Daily habit: Early morning workouts with friends. It builds discipline, energy, and consistency. #1 insight for scaling a multifamily portfolio: Find and surround yourself with a like-minded community of investors and mentors. Growth comes from relationships. Favorite restaurant in Fort Worth, TX: Joe T. Garcia's.     Next Steps Visit flexequitygroup.com to learn more or schedule a call Listen to the Flex Forward Podcast for stories on reinvention and real estate     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Kolaiah "Fuzzy" Jardine is a real estate developer, author, and co-founder of Hui Mastermind, a Hawaii-based community focused on empowering Native Hawaiians to build generational wealth. His journey took him from serving time in federal prison to creating a multimillion-dollar real estate portfolio and developing affordable housing for local families. As the author of Priced Out of Paradise, Fuzzy is on a mission to teach others how to invest "the Pono way"—with integrity, community, and purpose.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Fuzzy's transformation from prison to property developer shows the power of mindset and purpose. "The crab in a bucket" mentality, surrounding yourself with the wrong people, keeps you stuck. Taking bold, decisive action (even when broke) can change your trajectory. Investing education is priceless when you're ready to implement it. "The Pono Way" means people before profit—help others first, and wealth follows.     Topics From Prison to Property Developer Fuzzy grew up in Oahu's multigenerational households, surrounded by love but also by poverty and addiction. After a prison sentence for drug-related charges, he discovered real estate through a white-collar inmate who taught classes on investing. Determined to change his life, Fuzzy came out of prison with a new mindset and a mission. Finding Purpose and Building Mindset Initial jobs included window washing, surfing instruction, and valet parking—three jobs just to survive in Hawaii. Realized hard work alone wasn't enough; financial education was key. Discovered Rich Dad Poor Dad and began pursuing real estate investing as a way to create generational wealth. The Turning Point: Fortune Builders While preparing to become a pilot, he heard a radio ad for a real estate training event and pivoted immediately. Borrowed $20K through a native Hawaiian loan and maxed out credit cards to join the program. His conviction came from being "sick and tired of working three jobs" and seeing his parents face foreclosure. Worked for free to gain hands-on experience and eventually became the go-to construction and development partner for other investors. Building Affordable Homes and a Legacy Now leading 60+ projects focused on affordable housing on Hawaii's Big Island. Emphasizes integrity and "The Pono Way": helping families in distress before thinking of profits. Sees real estate as a means to restore opportunity for locals priced out of their own communities.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Kolaiah up for success: Going to prison—being forced to reevaluate his life gave him clarity and purpose. Digital or mobile resource: TruePeopleSearch.com. Great for finding owners of distressed properties to connect directly. Book recommendation: Rich Dad Poor Dad by Robert Kiyosaki. Daily habit: Prayer, expressing gratitude daily for where he is and the opportunities ahead. #1 insight for building generational wealth: Dial in your "why." Once you know it, nothing can stop you from achieving success. Favorite restaurant in Honolulu, HI: Zippy's.     Next Steps Get Fuzzy's book Priced Out of Paradise on Amazon.com Visit fuzzyjardine.com to learn about his projects and mentorship opportunities Follow him on Instagram for real estate education and community impact stories     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

In this week's solo episode, John Casmon steps away from guest interviews to share hard-earned lessons from his own investing journey. After returning to Chicago to speak at the Chicago Multifamily Club—a group he co-founded years ago—John reflects on the recurring questions he heard from investors eager to scale. Drawing on his personal experience building a portfolio from the ground up, he outlines the four pillars that every multifamily investor needs to master: clarity, relationships, process, and resilience.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Clarity creates direction—understand your "why" before chasing numbers or vanity metrics. Building relationships ("Who not How") is the key to growth—find mentors, partners, and communities. Follow a proven process instead of trying to reinvent the wheel. Resilience and resourcefulness matter more than experience—problems are inevitable but solvable. Scaling isn't about doing more work—it's about building the right team to achieve freedom.     Topics The Chicago Multifamily Club Origin Story John co-founded the club in 2015 after attending too many unproductive meetups. Wanted to create an event that truly helped investors learn how to scale portfolios. Returning to speak at the same event years later was a full-circle moment of growth. 1. Get Clarity Understand why you want financial freedom, not just arbitrary goals like "100 doors." Real success comes from knowing what your investments are solving for—security, time, or impact. Clarity fuels motivation when challenges arise. 2. Identify Your "Who's" Networking consistency led John to relationships that shaped his trajectory. Relationships create shortcuts that experience alone cannot. 3. Follow a Proven Process Instead of guessing, John invested in mentorship to learn syndication and scale faster. First syndication: a 192-unit deal in San Antonio with partners from his coaching network. Proven processes eliminate guesswork and create predictable results. 4. Be Resilient and Resourceful Real estate is full of surprises: contractors stealing, investors asking tough questions, and deals going sideways. Resourcefulness—not resources—separates those who thrive from those who quit. Learn from setbacks and keep moving forward.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Next Steps Join John's investor community at casmoncapital.com Learn more about coaching and the Apartment Investing Mastermind at casmoncapital.com/coaching     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Derek Dombeck is a seasoned real estate investor, national speaker, and international bestselling author who has navigated the ups and downs of real estate since 2003. Known for his expertise in creative deal structuring, private lending, and relationship-based investing, Derek has completed thousands of transactions while helping investors gain control over their financial futures. Today, he leads Generational Wealth, where he teaches others how to build lasting legacies through intentional business and personal vision.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Learn to operate without banks by mastering creative deal structures and private lending. Building relationships—not relying on institutions—provides flexibility and resilience in any market. Investors must prioritize communication and integrity to maintain trust with lenders and partners. Success is rooted in having a clear vision for life first, and building business strategies around that. Control and freedom come from understanding "why" you want wealth, not just "how" to achieve it.     Topics From Losing Everything to Creative Control Derek started in the early 2000s with bank financing but lost nearly everything in the 2008 crash. Learned to rebuild through creative financing and raising private capital instead of relying on institutions. Founded a private lending business averaging 20–25 loans per month, lending over $3 million monthly. Why Relationships Beat Banks Institutional lending is transactional—private lending is relational. Investors who communicate transparently with private lenders can work through tough times and maintain trust. Reputation and reliability are worth more than a few basis points in interest savings. Raising Private Capital Raised over $25 million by building genuine connections and paying investors before himself. Early mistake: not developing a network soon enough. Now teaches investors to focus on building long-term trust and a solid track record. Creating a Vision-Led Life Entrepreneurs often trade a 9-to-5 job for a "5-to-9" grind—without defining what they actually want. Derek emphasizes creating a written life vision first, then building a business to support it. The question isn't how much money you want, but why you want it—and how it supports the life you envision. Rethinking Goals and Ownership Many chase status symbols (like beach houses or luxury cars) without questioning their purpose. Derek explains how experiences can be enjoyed today without waiting decades—like renting a dream home instead of owning it. True wealth is freedom to live intentionally, not accumulation of "stuff."     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Derek up for success: Not building a network early in his career—learning that relationships are the foundation of longevity. Digital or mobile resource: ChatGPT and GoHighLevel CRM, used together to automate lead management and client communication. Book recommendation: Pitch Anything and Flip the Script by Oren Klaff. Daily habit: Quiet time at 5:30 a.m. to reset, reflect, and start each day with focus and calm. #1 insight for building a strong network: Meet new people daily—whether at events or local REIAs—and prioritize face-to-face relationships.     Next Steps Visit DerekDombeck.com to explore resources, podcasts, and his books Next Level Your Life and The Transformational Journey.     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Chris Zona is a litigation partner at Mandelbaum Barrett, practicing primarily out of New York City. With nearly 100 trials under his belt, Chris helps investors and businesses turn legal conflict into capital. By leveraging litigation, non-performing loans, and distressed assets, he shows multifamily and commercial real estate investors how to uncover hidden opportunities and generate outsized returns.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Litigation doesn't have to be a cost center—it can be a source of investment opportunities. Non-performing loans (NPLs) often sell at steep discounts, creating entry points below market value. Attorneys can help investors navigate complex foreclosure timelines and risks. Judicial vs. non-judicial foreclosure states dramatically change the investment timeline. Building strong banking and attorney relationships is essential to sourcing and executing distressed note deals.     Topics Turning Conflict into Capital How Chris reframes litigation as a tool to unlock hidden opportunities. Why distressed debt and litigation finance are increasingly relevant in today's market. Understanding Non-Performing Loans NPLs often sell at 60–80% of face value, providing opportunities for investors. Secondary markets create deal flow as banks offload risky assets to redeploy capital. The Role of Litigation Attorneys Advising investors on jurisdictional risks, foreclosure timelines, and strategy. Using the threat of litigation to negotiate favorable outcomes without always going to trial. Judicial vs. Non-Judicial States Judicial foreclosures require lawsuits, trials, and long timelines. Non-judicial foreclosures are statutory, faster, and less litigious. Investors must factor timelines into their portfolio strategies. Market Conditions for Distressed Assets Rising interest rates and tighter bank policies have increased the number of NPLs. Why the next 3–5 years may provide significant opportunity for note investors.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Chris up for success: Missing his D1 football dream taught him resilience and focus, which later fueled his legal career. Digital or mobile resource: ChatGPT and Microsoft Copilot, useful for categorizing thoughts and research preparation. Book recommendation: The Mitch Rapp thriller series by Vince Flynn and Prey series by John Sandford. Daily habit: Morning workouts—cardio and lifting—before tackling the day's work. #1 insight for investing in NPLs: Be realistic, know your portfolio, patience level, and ability to handle long timelines. Favorite restaurant in Stamford, CT: Towne Parlor.     Next Steps Learn more at Mandelbaum Barrett Connect with Chris on LinkedIn  Explore how litigation strategies can complement your real estate portfolio     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Loral Langemeier is a six-time New York Times bestselling author, world-renowned financial expert, and founder of Integrated Wealth Systems. With over 20 years of experience, she has mentored thousands of entrepreneurs and investors, built multimillion-dollar companies, and partnered with legends like Bob Proctor and Robert Kiyosaki. Known as "The Millionaire Maker," Loral specializes in teaching people how to sequence their wealth and create financial independence through real estate, business, and smart investing strategies.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Sequencing your wealth: doing the right thing at the right time. The importance of mentors and surrounding yourself with the right team. Why databases and consistent communication are critical assets for raising capital. Real estate investors often make mistakes by chasing deals without having capital and credit lined up. Debt can be a powerful tool—being in "good debt" is essential to scale quickly.     Topics From Farm Life to Financial Expert Grew up in Nebraska, discovered Think and Grow Rich early, and hired Bob Proctor at 21. Transitioned from exercise physiologist at Chevron to working with the Rich Dad team as master distributor of the Cashflow game. Building Wealth Through Sequencing Success comes from taking the right steps in the right order—structure before deals. Real estate investors fail when they do the right things at the wrong time. The Power of Mentorship and Team Mentors open doors, but you must provide value and take action. Success is built with a strong, trusted team—not by going solo. Raising Millions Through Databases Used her database of 18,000 people to raise $16M for projects in Oklahoma. Consistent communication and investor education are essential for long-term success. Debt as a Wealth Tool Don't fear debt—leverage it wisely for higher returns. Millionaires use "good debt" to accelerate wealth, not avoid it.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Loral up for success: Breaking her own rules by skipping team members or systems—learned the importance of never cutting corners. Digital or mobile resource: iFlip — an AI-driven stock trading app that automatically manages entries and exits. Book recommendation: Think and Grow Rich by Napoleon Hill and The Road Less Stupid by Keith Cunningham. Daily habit: Living her values—starting the day with God, prayer, and health routines. #1 insight for building wealth: Want it with every part of your DNA—persistence, determination, and surrounding yourself with the right team. Favorite restaurant in Genoa, NV: The Pink House.     Next Steps Download free resources and connect with Loral at askloral.com/podcast Explore Integrated Wealth Systems for guidance on sequencing and wealth-building strategies     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Nathan Schiess is a personal branding strategist and marketing expert who helps real estate professionals build authority, create visibility, and attract aligned relationships through strategic content. With a background in psychology, personal development, and real estate investing, Nathan blends storytelling and strategy to position his clients as trusted leaders in the industry.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways A personal brand is not vanity — it's a system for communicating credibility to investors. Social media should be treated as a business tool, not a personal diary. High-net-worth individuals invest in people they trust, not just in advertised returns. You don't need tens of thousands of followers — a small, targeted audience can raise millions. Content should focus on solving your ideal client's problems, not showcasing yourself.     Topics From Investor to Branding Expert Nathan built a 40-unit portfolio before transitioning to focus on branding. Learned the importance of documenting and marketing expertise after losing everything in a divorce. Why Personal Branding Matters Without a brand, every investor interaction requires retelling your story. A curated online presence creates confidence and trust before the first meeting. Overcoming Objections to Social Media Branding isn't about you — it's about your Ideal Client Profile (ICP). Being shy or reluctant isn't an excuse if your goals require visibility. Branding can be outsourced like any other business function. Content That Builds Trust Define your ICP clearly and tailor content to their problems, questions, roadblocks, and desired results. Consistency and clarity build authority over time. Followers who won't invest aren't your audience — focus only on those who will. Monetizing Without Vanity Metrics 1,000 quality followers can generate six figures in deal flow. Followers must know exactly how to work with you — clear calls to action are essential. Avoid content that entertains without converting.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Nathan up for success: Having to liquidate his 40-unit portfolio without proof of his accomplishments led him to build a branding agency. Digital or mobile resource: The One Page Marketing Plan by Allan Dib. Book recommendation: No More Mr. Nice Guy by Dr. Robert Glover. Daily habit: Daily exercise to strengthen the body and sharpen the mind. #1 insight for building a personal brand: Get clear on what you want, clarity drives strategy. Favorite restaurant in Salt Lake City, UT: R&R Barbecue.     Next Steps Connect with Nathan on LinkedIn or Facebook. Explore how personal branding can accelerate capital raising and investor trust.     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.  

Ben Michel is the founder and principal of Ridgeview Property Group, a real estate investment firm focused on value-add multifamily properties in the Twin Cities. After a decade as a multifamily broker, Ben transitioned into investing during the pandemic and has since grown Ridgeview's portfolio to $25 million in assets. He specializes in heavy-lift renovations using construction debt, transforming underperforming properties into long-term holds that generate stable returns.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways A decade as a broker provided Ben with credibility and deal-analysis skills that investors trusted. Raising capital requires confidence, credibility, and broad connections—not just a handful of close contacts. Expanding his outreach from 50 contacts to thousands transformed his ability to raise funds. Coaching and mentorship were critical for learning construction loans, renovations, and repositioning strategies. Long-term success depends on planning for market cycles with reserves, staggered debt maturities, and strong operations.     Topics From Broker to Investor Ten years as a multifamily broker built experience analyzing deals and observing operators. First investment came from converting a failed listing into a purchase with an investor partner during Covid. Early Capital Raising Lessons First deal funded by a single $1 million investor—a stroke of luck. Learned the hard way that a tiny investor list made future raises difficult. Expanded his outreach by adding thousands of past contacts to his newsletter, enabling a $2.2M raise. Mentorship and Scaling Immediately hired a mentor to learn construction debt, repositioning, and property branding. Shifted from "softball" deals to larger renovations requiring professional systems. Twin Cities Market Strategy Avoids restrictive areas like St. Paul (rent control) and focuses on stable suburbs. Considered Nashville and Bentonville but doubled down locally due to his network and knowledge. Value-Add Execution Renovates 1960s–70s properties with $18–25K per-unit budgets. Upgrades include flooring, cabinets, granite, stainless appliances, dishwashers, and modern lighting. Strategy creates long-term, easier-to-manage assets with better tenant profiles.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Ben up for success: Jumping into his first duplex without guidance or capital taught him the value of mentorship. Digital or mobile resource: X (formerly Twitter) — bookmarking threads from operators sharing multifamily insights. Book recommendation: Elon Musk by Walter Isaacson. Daily habit: Visualizing goals, from office setup to portfolio growth, to drive daily focus. #1 insight for scaling a multifamily portfolio: Market cycles are inevitable—plan ahead with reserves and staggered debt maturities. Favorite restaurant in Minneapolis, MN: World Street Kitchen.     Next Steps Connect with Ben on LinkedIn Subscribe to his newsletter for multifamily updates and deal insights     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Nicole Handy is a chemical engineer turned real estate powerhouse and co-owner of Braden Real Estate Group. After more than a decade in corporate America, she transitioned into full-time real estate, where she has become one of Houston's top-producing agents. Today she leads a brokerage of 75 agents across Houston and Dallas while investing in residential and commercial real estate, building generational wealth, and mentoring the next wave of agents.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Nicole leveraged her corporate income to build her real estate business before transitioning full-time. Real estate investing runs deep in her family, shaping her views on generational wealth and long-term ownership. Building a personal brand through consistency and education has helped her stand out in a competitive market. Even during downturns, she has achieved her best years by focusing on adding value and solving client needs. Scaling from agent to brokerage owner requires documented systems and processes.     Topics From Corporate Engineer to Real Estate Entrepreneur Nicole's early real estate exposure through her grandparents' investments. Buying her first property out of college and realizing the power of appreciation. Using corporate income as a foundation before leaving to grow her brokerage. Building a Personal Brand Established her presence through consistent education and social media. Focused on being the most valuable resource to her audience, not just following trends. Braden Real Estate Group is rooted in excellence, values, and polished presentation. Navigating Market Shifts 62% of agents may have exited in 2023, but Nicole had her best year. Positioned herself as a trusted expert during slower markets. Duplexes in Houston are currently trading at discounts, providing investor opportunities. Giving Back Through Nonprofits Active supporter of Move-In Day Mafia, a nonprofit helping foster children transition into college. Provides dorm essentials, monthly care packages, and mentorship to set students up for success.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Nicole up for success: Nearly losing her brokerage early on due to poor business management—saved by hiring coaches. Digital or mobile resource: AI tools — using ChatGPT to build strategies, processes, and systems. Book recommendation: How to Win Friends and Influence People by Dale Carnegie. Daily habit: Wakes up at 4:30 a.m. to clear emails, follow-ups, and priorities before the day begins. #1 insight for scaling a brokerage: Document every process so that new team members can execute flawlessly. Favorite restaurant in Houston, TX: Pappadeaux.     Next Steps Connect with Nicole on Instagram: @mrsnikkihandy Learn more about Braden Real Estate Group in Houston and Dallas     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.  

K Trevor Thompson is a real estate investor and active syndicator based in Austin, Texas. After a long career in attractions and entertainment—including Ripley's Believe It or Not!, Guinness World Records, and iFly Indoor Skydiving—he transitioned into multifamily real estate in 2018. Since then, Trevor has invested in 34 syndications (20 as a limited partner and 14 as a general partner) and is on a mission to help 100,000 people invest in commercial real estate to achieve financial independence.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Why starting as a limited partner (LP) can provide invaluable perspective before becoming a general partner (GP). How transparency and communication from operators builds trust—and what happens when it doesn't. Lessons Trevor learned from losing $75,000 on his first GP deal. The importance of vetting the "who" in syndications, not just the numbers. Why compounding is critical: leverage makes you money, but compounding makes you wealthy.     Topics From Attractions to Real Estate Spent decades in the attractions industry before entering real estate. Always wanted to invest but mistakenly thought commercial real estate was only for millionaires. Starting as a Passive Investor Began as an LP while working full-time and traveling extensively. Learned what investors value most: responsiveness, transparency, and consistent communication. Lessons from Early Deals Experienced the downside of poor operator communication during a property fire. Gained conviction that the operator's character and competence are more important than deal marketing. Transition to GP Moved into the GP role after running out of personal capital. Lost $75,000 on his first GP deal, a setback that taught him discipline and risk awareness. Found traction by joining Massive Capital and leveraging the power of a strong, diverse team. The Importance of the "Who" Syndications succeed or fail based on the people leading them. Trevor emphasizes building partnerships with operators who think long-term and act with integrity.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Trevor up for success: Losing $75,000 on his first GP deal forced him to double down on diligence and secure partnerships. Digital or mobile resource: Social media platforms — his main tool for networking, learning, and sharing opportunities. Book recommendation: 10X Rule and Be Obsessed or Be Average by Grant Cardone. Daily habit: Morning fitness while listening to audiobooks to sharpen both body and mind. #1 insight for multifamily investing: "People don't care what you know until they know you care." Favorite restaurant in Austin, TX: North Italia.     Next Steps Connect with Trevor on LinkedIn to follow his investing journey. Explore opportunities with Massive Capital. Start as a passive investor to learn the ropes before transitioning to active syndication.     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Ryan Sudeck is the CEO of Sage Investment Group, where he leads a team focused on addressing the affordable housing crisis through hotel-to-apartment conversions. With a background in mergers and acquisitions at Amazon, Samsung, and Redfin, Ryan has overseen more than 24 successful adaptive reuse projects nationwide. Under his leadership, Sage operates an evergreen fund with over 400 investors, creating high-quality, naturally affordable housing at scale.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Hotels are valued differently than apartments, creating a 40%+ value lift when converted to residential use. Sage Investment Group has completed 24 hotel-to-apartment conversions across six states, with 100–200 units per property. Units are typically 300-square-foot studios with full kitchens and modern amenities. Strong diligence on entitlements, construction, and lease-up is critical for success. Patience in acquisitions—sometimes two years per deal—is key to meeting return thresholds.     Topics From M&A to Affordable Housing Ryan's career in corporate acquisitions prepared him to lead Sage. Joined as CEO to scale a mission-driven approach to solving the housing shortage. Why Hotel Conversions Work Hotels trade at higher cap rates than apartments, creating built-in arbitrage. Conversion costs average $100K per unit—about half the replacement cost of new builds. Final product: fully renovated studios with fitness centers, coworking, and community amenities. Execution Risks and Lessons Learned Entitlements: converting from commercial to residential requires local approvals. Construction: inspections, sewer scopes, and cutting open walls before purchase to avoid surprises. Lease-up: conservative rent assumptions and regional property managers ensure stabilized occupancy. Capital Stack and Returns Evergreen fund supplies 25–35% of equity alongside LPs. Senior debt from community banks or private debt funds covers 60–75%. Renovation costs run $35K–$45K per unit; recent refis have returned significant equity. Why Not Ground-Up or Value-Add? Ground-up costs 2x more per unit and faces supply delays. Value-add multifamily is overpriced with thin margins post-2021. Conversions provide stronger risk-adjusted returns.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Ryan up for success: Holding on to tasks too long instead of delegating, learning that hiring the right people unlocks scale. Digital or mobile resource: Superhuman (email client), OpenSpace AI for construction tracking, and Athena for executive support. Book recommendation: Buy Back Your Time by Dan Martell. Daily habit: Starting each morning with a Kanban board review of personal, professional, and delegated tasks. #1 insight for commercial real estate conversions: Basis is everything. Be patient, buy right, and don't compromise on return thresholds. Favorite restaurant in Seattle, WA: Mbar.     Next Steps Learn more at sageinvestment.com Explore opportunities to invest through Sage's evergreen fund Follow Ryan and his team's projects to see how adaptive reuse can scale affordable housing     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Pascal Wagner is a former venture capitalist turned real estate investor who has built a $250,000 annual passive income portfolio through over 30 investments. As a VC at Techstars, he deployed $150 million into 300 companies, where he learned how top institutions analyze deals and manage risk. Today, he applies that same institutional approach to passive real estate investing while coaching others to invest with clarity and confidence.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Most passive investors make the mistake of analyzing deals in isolation instead of starting with a clear investment thesis. Institutional investors use a scientific method—macro themes first, then micro criteria, then deal selection. Diversification is essential: Pascal built co-living homes in Atlanta but realized his mom's retirement couldn't rest on one asset class or city. Following institutional or family office investors can provide a safer entry point for LPs. Separate your "cash flow bucket" from your "equity growth bucket" to align investments with goals.     Topics From Techstars to Real Estate Built early wealth through co-living rentals before joining Techstars as an investor. Learned institutional-level due diligence by reviewing thousands of deals. After his father's passing, managed his mother's retirement income and shifted focus to reliable passive strategies. How Institutions Invest Define a thesis first, then filter deals that fit. See hundreds of opportunities before investing in a few. Don't chase returns—find inevitable long-term trends and align investments accordingly. Developing Guardrails for LP Investing Criteria like vintage, roof types, and market selection come from experience and costly lessons. Partnering with operators who have already learned those lessons is critical. Institutional investors demand reporting, audits, and controls—retail investors can "follow" their lead. Buckets of Cash Flow vs. Equity Growth Co-living homes and private credit provide stable cash flow. High-risk equities (tech stocks, crypto) are placed in long-term equity growth buckets. Structured his mother's long-term holdings for inheritance tax advantages while using his own portfolio for near-term cash needs.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Pascal up for success: Investing in Jamba Juice stock as a teenager and losing most of his savings, pushing him to become a smarter, disciplined investor. Digital or mobile resource: Passive Investing Starter Kit, a free weekly email with curated deal flow. Book recommendation: Atomic Habits by James Clear. Daily habit: Planning his day the night before. #1 insight for building a passive income portfolio: Find someone who is already doing it, and learn from them. Favorite restaurant in Miami, FL: Shiso.     Next Steps Download the Passive Investing Starter Kit to access Pascal's curated deal flow. Connect with Pascal on LinkedIn. Listen to him Thursdays on The Best Ever CRE Show.     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Michael Gifford is the CEO and co-founder of Splitero, a financial technology company helping homeowners unlock home equity without adding more debt or monthly payments. A longtime real estate investor and licensed broker, Michael has flipped hundreds of properties across the West Coast and now focuses on scalable solutions that solve the challenges of trapped equity for homeowners and investors alike.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Splitero provides homeowners cash upfront—up to $500K—without monthly payments. Instead of debt, the product shares in a portion of the home's future value. Qualification is simple: as low as a 500 FICO and minimal documentation. Investors can also benefit by unlocking equity from investment properties without disturbing low-rate mortgages. Consumer protection and transparency are central to making the product accessible and trustworthy.     Topics From Fix-and-Flip to FinTech Michael started in 2009 buying foreclosures, scaling to 100+ transactions a year from San Diego to Seattle. Realized fix-and-flip was not scalable due to construction demands. Shifted focus to lending and eventually to building Splitero. How Splitero Works Homeowners receive a lump sum of cash today in exchange for sharing a portion of their home's future value. No monthly payments; repayment happens at maturity or sale. A homeowner protection cap ensures fair repayment limits. Why It's Different from Traditional Debt Unlike HELOCs or cash-out refinances, Splitero doesn't require high credit scores, income documentation, or DTI ratios. Qualification is faster and simpler—just a driver's license and mortgage statement. Works for both homeowners and investors with trapped equity. Adoption Challenges and Consumer Education Biggest hurdle: awareness of a non-debt equity option. Splitero emphasizes education, disclosures, and licensed staff to explain the product. State-level work underway to provide additional guidelines and oversight.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Michael up for success: Buying a mid-construction deal where the developer walked away taught him invaluable lessons about risk and due diligence. Digital or mobile resource: Using Siri voice commands to create notes and reminders while on the go. Book recommendation: The Comfort Crisis by Michael Easter. Daily habit: Self-care—lifting, Peloton rides, or walking the dogs to clear mental blocks. #1 insight for scaling a business: Hyperfocus on one or two goals across the organization to avoid distractions and accelerate growth. Favorite restaurant in San Diego, CA: Taco Surf in Pacific Beach.     Next Steps Learn more at splitero.com Explore how Splitero can unlock home or investment property equity without monthly payments Follow Michael's updates on LinkedIn for fintech and real estate insights     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Jessie Dillon is a Massachusetts-based beauty salon owner turned real estate investor and mentor. Since starting in 2021, she has built a portfolio of over 50 units, primarily long-term rentals, while also managing short- and mid-term rentals. Jessie specializes in partnerships, scaling through collaboration after quickly realizing the limitations of investing solo.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Jessie transitioned from solo investor to partnerships after running out of capital. Attending conferences like BP Con shifted her mindset and opened doors to strategic relationships. She uses a clear, intentional process for identifying and attracting capital partners. Building a portfolio requires patience—sometimes long stretches of "no deals" precede major breakthroughs. Aligning partnerships and balancing equity-building with cash flow are key to long-term success.     Topics From Beauty Salon Owner to Real Estate Investor Began investing in 2021 with three small multifamily properties. Quickly tapped out of capital and realized the need for partnerships. Overcoming Resistance to Partnerships Initially hesitant due to her solo entrepreneurial background. A breakthrough at BP Con 2022 reframed partnerships as essential for scaling. Building Partnerships Intentionally Created an avatar of her ideal partner and listed 50 potential connections. Sent messages asking for referrals, which led to her first successful capital partner. Replicated this process to form additional partnerships. Deal Criteria and Strategy Focused on value-add multifamily between 8–15 units, ~$80K per door. Looks for proforma rents at least 1.5% of purchase price. Now pivoting toward more cash-flow-heavy assets like self-storage and short-term rentals. The Role of Mentorship and Community Found mentors through BiggerPockets and Women Invest in Real Estate (WIIRE). Attends retreats and conferences to stay surrounded by action-takers. Emphasizes balancing education with taking action.     📢 Announcement: Learn about our Apartment Investing Mastermind here.     Round of Insights Failure that set Jessie up for success: A deal fell apart when a capital partner pulled out last minute, forcing her to be more selective and intentional with partnerships. Digital or mobile resource: Apple Podcasts app: accessible, free learning on the go. Book recommendation: In the FLO by Alisa Vitti. Daily habit: Using the Reminders app for everything to stay focused. #1 insight for building partnerships: Only pursue partnerships that feel aligned and mutually beneficial; both sides should feel like they're winning. Favorite restaurant in Hopkinton, MA: Arcos.     Next Steps Follow Jessie on Instagram: @jessiedillon_ Connect through Women Invest in Real Estate for resources and mentorship opportunities. Check out our previous episode with Jessie: Link     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Chris Naugle is America's #1 money mentor, a former pro snowboarder turned entrepreneur and founder of The Money School. He has built and managed multiple businesses, authored books on wealth, and now teaches people how to take back control of their finances using the infinite banking concept. Through his methods, Chris has helped thousands of investors and entrepreneurs rethink how money really works.     📢 Announcement: Get 25% off your first two months with Hemlane's property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways Why traditional banking keeps people trapped in financial dependency. The power of infinite banking and using specially designed whole life policies to grow wealth. How Chris recovered from financial failure during the 2008 crash by changing his money mindset. Why controlling the flow of money is more important than chasing higher returns. Common myths about money and investing that keep people stuck.     Topics From Snowboarding to Finance Chris' transition from professional snowboarding to financial advising. Lessons learned from losing everything during the 2008 crash. The Infinite Banking Concept How whole life insurance can be structured as your own personal banking system. Why borrowing against your policy allows you to keep your money growing while using it elsewhere. Why Control Beats Returns Most people focus on rate of return, but controlling cash flow is more powerful. The wealthy don't work harder for money—they make money work harder for them. Breaking Money Myths Common misconceptions about banks, debt, and retirement accounts. Why conventional financial advice often benefits institutions more than individuals.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Chris up for success: Losing everything during the 2008 market crash forced him to relearn how money truly works. Digital or mobile resource: Money Multiplier calculator tools. Book recommendation: Becoming Your Own Banker by Nelson Nash. Daily habit: Visualization and affirmations every morning. #1 insight for creating financial freedom: It's not about how much you make, it's about how much control you have over your money. Favorite restaurant in Buffalo, NY: Two Nines.     Next Steps Learn more at chrisnaugle.com Watch Chris' educational videos on YouTube: The Chris Naugle Channel Explore resources at The Money School Check out his previous Multifamily Insights Podcast episode     Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.