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How to Scale Commercial Real Estate

Author: Sam Wilson

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By interviewing the best minds in real estate we give you the tips, tools, and tricks to scale your investment portfolio.
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Jerome “J” Myers is a developer of people and places. He is the Founder and Chief Inspiration Officer of DreamCatchers and The Myers Development Group. Through these entities, he gets to live out his childhood dreams of helping people manifest the things they imagine and create social proof that dreams should be real.Since leaving corporate America after building a 20MM division, J has become one of the most sought-after thought leaders in the multifamily development space. His company, The Myers Development Group, built a multi-million-dollar portfolio following the principles of Myers Methods.[00:01 – 07:59] Opening SegmentGetting to Know Jerome MyersJerome’s backgroundCareer in corporate AmericaGetting in and finding success in real estate[07:58 – 18:39] The Myers MethodsTheir buy-boxPreparing and recovering from potential misstepsDue diligence on dealsAccomplishing rent bumps[18:40 – 21:42] Final Four SegmentJerome’s advice to aspiring investorsThere is no substitute for an appropriate foundation or knowledgeHow he stays on top of his gameHis way to make the world a better placeReach out to our guest– see links belowFinal wordsTweetable Quotes:“We like to buy things with a cushion. We don’t believe that everything’s gonna go right. In fact, I know most things don’t go well. So you gotta have a little bit of fudge factor in there when things don’t happen as you expect them to.” - Jerome Myers“The more efficiently you can run your unit, the better off you are.” - Jerome Myers“There is no substitute for getting the appropriate foundation or knowledge. Understanding your process, what you’re doing, in the end, is of central importance.” - Jerome Myers“Find somebody who’s an educator, who’s gonna show you the things end to end, so you can begin with the end in mind and work your way back.” - Jerome MyersResources Mentioned: Myers Development Group, LLCMyers Methods------------------------------------------------------------------------------------------Connect with Jerome, visit https://www.myersmethods.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
John Cohen Co-Founded Toro Real Estate Partners in 2015. He has been investing in real estate since 2010 and focusing on deals where tremendous value can be added. Since starting in real estate, he has been involved in the north of $500MM in various real estate transactions. John started the podcast “The Real Estate Investing Experience” to give back to the real estate community.”[00:01 – 04:19] Opening SegmentInsight into the episodeJohn’s backgroundBridging real estate and finance[04:20 – 18:03] Lessons Learned in Real EstateFirst multifamily dealLessons learned from their earliest dealsSetting your goal and not giving upFirst steps to expand your network[18:04 – 21:53] Final Four SegmentAdvice to aspiring investorsGet Involved and Take ActionHow he stays on top of his gameMaking the world a better placeReach out to our guest – links belowFinal wordsTweetable Quotes:“You need to take action, and taking action correlates to success.” - John Cohen“Get involved and Take Action.” - John Cohen“Connecting people with the right people is a way to give back.” - John Cohen“Everyone has a built-in excuse, at the end of the day it doesn’t matter. Take responsibility, own it, turn the page and fix it.” - John CohenResources Mentioned: The Real Estate Investing Experience------------------------------------------------------------------------------------------Connect with John, send him an email at john@tororep.com, Call/Text: 516-523-6205. Check out their website at https://tororep.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Spencer Montgomery is the Founder and CEO of Uinta Crypto Consulting, a cryptocurrency training, and mentoring program. He has been providing Bitcoin and cryptocurrency consulting and training for over 4 years. He has spoken to over 3000 people and has influenced over $5MM of Crypto Investing. He personally turned $13k into over $1.2MM in 18 months back in 2017 and more impressively sold in early 2018 protecting his earnings.[00:01 – 03:34] The Cryptocurrency marketGetting to Know Spencer MontgomeryGuest’s backgroundThe potential and power of crypto[03:35 – 12:48] Practical applications of CryptoPractical applications of cryptocurrencies in terms of real estate investingHow Spencer got started investing in cryptocurrenciesActively investing in cryptocurrenciesGovernment regulations and taxes on crypto[12:49 – 18:07] Crypto and Real EstateUsing bitcoins as collateral for dollar transactionsMistakes investors do in crypto investingDon’t sleep on the crypto market[18:08 – 20:22] Final Four SegmentSpencer’s advice to aspiring investorsInvest in yourselfHow he stays on top of his gameHis way to make the world a better placeHow to reach out to Spencer – links belowFinal wordsTweetable Quotes:“People are using their cryptocurrency to spend on different things.” - Spencer Montgomery“Every cryptocurrency is basically built to solve different problems. Just like every internet company is built to solve different problems.” - Spencer Montgomery“Whether it’s real estate or crypto, you should invest in yourself and invest in education.” - Spencer MontgomeryResources Mentioned: Uinta Crypto Consulting------------------------------------------------------------------------------------------Connect with Spencer on Linkedin or send him an email at uintacrypto@gmail.com Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Eric Tait, MD is a practicing physician in Internal Medicine in private practice in Houston, TX. He is the Founder and Fund Manager of Vernonville Asset Management, which has produced numerous income-producing investment projects both domestically and internationally. Vernonville Asset Management was born because Eric could not find any investment products that he felt were suitable for his own portfolio.[00:01 – 04:27] Opening SegmentGetting to Know Eric TaitEric’s BackgroundCareer in MedicineGetting into real estate[04:28 – 18:36] Top-Notch International Asset Management and Capital RaisingMacroeconomic evaluation due diligence and investor relationsBringing Capital to the tableProblems they encountered with their business modelInvesting internationallyFinding the right teamCapital RaisingAdvice from EricCapital RaisingLearning and Developing your skills[18:37 – 23:07] Final Four SegmentEric’s advice to aspiring investorsBe a life-long learnerHow he stays on top of his gameHis way to make the world a better placeHow to reach out to Eric – links belowFinal wordsTweetable Quotes:“Be a life-long learner. Always be learning your craft, because new things come out, new things happen, new funding mechanisms happen, and laws change. So be an astute person of your craft and always be learning.” - Eric Tait“If you find a need, fill it.” - Eric Tait“Do not be afraid to go out there and pay to learn a skill.” - Eric Tait“Get out there, put your own money at risk first, learn how to actually do things first before you would ever take a dime from anyone else.” - Eric Tait“Not everybody just wants real estate, but lots of people do want to create a well-rounded portfolio.” - Eric TaitResources Mentioned: Vernonville Asset ManagementRich Dad Poor Dad - Robert Kiyosaki------------------------------------------------------------------------------------------Connect with Eric, send him an email at eric@vernonville.com or visit https://vernonville.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Eric Upchurch is an Army Special Operations veteran who grew up in Central Iowa, where he learned at an early age that if you want something, you need to work for it. Eric joined the Army where he served for six years in Savannah, GA.As part of the Active Duty Passive Income team, Eric has a passion for educating the military community on how to create long-term wealth through real estate investing, while personally investing across the country for the last fourteen years.[00:01 – 06:44] Opening SegmentGetting to Know EricEric talks about his backgroundHis military careerInvesting in real estateEducating and helping the military community build wealth through real estateFinding various opportunities with Awareness and the right Team[06:45 – 16:43] Create Long Term Wealth with Real EstateFirst deal they took down as a TeamIntroducing his team to the Military communityDiscovering pain points of customersFunding their assetsSelecting their target market for their investments[16:44 – 21:07] Transitioning Members of the Military Community into Real EstateEducating and Helping Military members transition to real estate investingUsing real estate as a platform for people, specifically veterans, to build camaraderie and find purpose[21:08 – 23:15] Final Four SegmentEric’s advice to aspiring investorsLearn all you can, network, add value to people, and take consistent actionHow he stays on top of his gameHis way to make the world a better placeHow to reach out to Eric – links belowFinal wordsTweetable Quotes:“Learn all you can, network your butt off, add value to as many people as possible, and take consistent action.” - Eric Upchurch“You have to be willing to do what others are not.” - Eric Upchurch“I know that my mission in life is to educate, empower, and to help people grow.” - Eric Upchurch“Be the best at something, or be really good at it. Then show others how to do it the way.” - Eric Upchurch“Learn something new and share it with as many people as possible.” - Eric UpchurchResources Mentioned: Active Duty Passive Income------------------------------------------------------------------------------------------Connect with Eric, send him an email at eric@activedutypassiveincome.com Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Nichole Schmidt is the Founder and CEO of Source. Her career has been around the commercial construction industry. She finished her Bachelor of Fine Arts in Interior Design at the Illinois Institute of Art. She became a distributor, worked in business development, marketing, sales for various companies before ultimately focusing on the Commercial Construction Industry.[00:01 – 03:05] Opening SegmentGetting to Know Nicole SchmidtNicole talks about her backgroundHer careers before finding her way to the commercial construction industryGetting the inspiration for her company [03:06 – 16:30] The Commercial Construction IndustryThings she did right in building her businessTalk to the customersWhat they do at SourceTheir ideal clientsHow they cater to client’s needsKey industry problems they solve at SourceSustainability in their businessMaterials availability[16:31 – 19:14] Final Four SegmentNicole’s advice to aspiring investorsKnow your customer before you start a project How she stays on top of her gameHer way to make the world a better placeHow to reach out to Nicole – links belowFinal wordsTweetable Quotes:“Just like building any company, know your customer before you invest in a project, before you start building a project.” - Nicole Schmidt“Try things. If they don’t work, stop doing them. If they do work, keep doing them.” - Nicole SchmidtResources Mentioned: Source------------------------------------------------------------------------------------------Connect with Nicole, visit https://tothesource.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Erik Cabral left corporate America after 20+ years. He jumped headfirst into real estate investing in order to achieve financial freedom. Educating himself, building networks, and analyzing hundreds of deals he purchased his first multi-family building in less than one year. He is the Founder of the multi-media agency On Air Brands and the #1 podcasting, training, and networking event PodMAX. Erik is also a partner in the Renault Winery & Resort, which is the 2nd oldest winery in the US. He offers private capital to his network of investors for various projects and looks for opportunities to expand and grow his network in real estate investing podcasting, and the entrepreneurial space.[00:01 – 0:0] Opening SegmentGetting to Know Erik CabralErik talks about his backgroundFinding his inspiration and getting into real estate investingSurrounding himself with experts in the real estate space[05:55 – 20:04] From Active Real Estate Investing to Building a BusinessStepping away from active real estate investing and focusing on On Air Brands and PodMAXApplying his experience in Real Estate to build his businessBirth of On Air BrandsThe exciting future for podcastingThings people do right in podcastsThings people do wrong in podcastsErik talks about PodMAX[20:05 – 24:19] Building The Best TeamErik shares his experience in building his teamBuilding a team through relationshipsFinding people you can trust to help you operate and grow your business[24:20 – 26:56] Final Four SegmentErik’s advice to aspiring investorsTake some risksSurround yourself with people that can give you confidence How he stays on top of his gameHis way to make the world a better placeHow to reach out to Erik – links belowFinal wordsTweetable Quotes:“I quickly learned that my network is my net worth. I started to understand and surround myself with people that were doing what I wanted to do, and I wanted to learn from them.” - Erik Cabral“If you have it in you to really genuinely care about people and their goals, you’ll start attracting people that wanna work with you.” - Erik Cabral“Make the decision, take some risks, get the courage to do it, make some mistakes, and surround yourself with people that can give you the confidence that you’re lacking.” - Erik CabralResources Mentioned: Rich Dad Poor Dad - Erik CabralOn Air BrandsThe Go-Giver - Bob Burg------------------------------------------------------------------------------------------Connect with Erik and check out https://podmax.co/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Harper Jones is an advocate for Infinite Banking and joined CreateTailwind as a strategist to teach people how to become their own bankers. One of his favorite books is Becoming Your Own Banker by Nelson Nash. This book led him to the world of the Infinite Banking Concept. Residing in Knoxville, TN, Harper invests in real estate where he focuses on wholesaling, flipping, and multi-family investments. [00:01 – 05:01] Opening SegmentGetting to Know Harper JonesHarper talks about his backgroundReal estate investing careerGetting into coachingHarper talks about his early transition to the real estate worldGetting into landlording[05:02 – 14:41] Self-storageTheir primary real estate investment focusWhen to bring in property managers in a self-storage propertyOptimizing their processesCost-segregation study on a self-storage unitGrowing and scaling their self-storage holdings[14:42 – 18:51] Infinite Banking ConceptThe Infinite Banking ConceptBecoming Your own bankerLife Insurance Efficiency Spectrum[18:52 – 22:03] Final Four SegmentHarper’s advice to aspiring investorsFigure out your objectives and what you really want to accomplishHow he stays on top of his gameHis way to make the world a better placeHow to reach out to Harper – links belowFinal wordsTweetable Quotes:“Figure out your objectives and what you really want to accomplish. Figure it out, simplify it. Then find people that have accomplished that, and try to get around two or three people like them and just add whatever value you can. So you can be in their presence, their atmosphere, get connected and understand how they did it and you’re gonna be able to do it much quicker.” - Harper JonesResources Mentioned: Life Insurance Efficiency Spectrum - CreateTailwindBecoming Your Own Banker - R. Nelson Nash------------------------------------------------------------------------------------------Connect with Harper, send him an email at harper@createtailwind.com Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Gary Lipsky is a Managing Partner at APT Capital Group, which buys opportunistic value-add B and C Class properties. He has been a real estate investor since 2002 and has invested over 1,900 units with 41MM dollars. Gary is a Real Estate Financial Modeling Certified and has been a successful business operator for over 30 years. He is also the Co-Founder of the Asset Management Summit which is focused on teaching people how to become the best in class operators. He has launched Asset Management Mastery and is the author of the upcoming book Best in Class. [00:01 – 05:36] Opening SegmentGetting to Know Gary LipskyGary talks about his backgroundHe also talks about determining his buy-boxInvesting in C-Class Value-add Multifamily opportunities [05:37 – 14:42] Scaling up through Asset Management Mastery Management trick to own C-Class Properties Leadership Platform helps to Scale-up the businessThe Asset Management Summit Asset Management knowledge turns into a SummitThings he has done differently to scale the business quickerPassive investment as training ground on Real Estate industryJoining as Key Principal of the projectThe APT Capital Group in the futureObstacles looming around the horizons and the solutions to it[14:43 – 16:28] Final Four SegmentGary’s advice to aspiring investorsKeep learning.How he stays on top of his gameHis way to make the world a better placeHow to reach out to Gary – links belowFinal wordsTweetable Quotes:“Keep learning no matter how long you have been in this game.” – Gary Lipsky“I don’t care if someone’s a newbie, or someone that’s, you know, doing this game forever… you keep these tidbits everywhere. Podcasts, conferences, meet-ups, someone’s doing something different and maybe something that you should be trying.” – Gary LipskyResources Mentioned: APT Capital GroupAsset Management Summit 2021------------------------------------------------------------------------------------------Connect with Gary on LinkedIn, Facebook, Instagram and send him an email at glipsky@aptcapitalgroup.com.If you are interested to join the Asset Management Summit, visit and sign up at amsummit2021.com.  Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
John Azar is the Executive Vice President and Managing Member of MACC Venture Partners where he directs acquisition, strategic development, capital management, and growth. He co-directed the company’s recent growth from a 2,500 units owner/operator to a current 6,500 units by developing a market brand and proliferating and growing a portfolio of institutional and individual investors in the syndications of the company’s assets as well as the launch of several closed-end asset funds. John Azar is also the Managing Partner and Founder of Peak15 Capital which he launched in 2019 to help other CRE operators and sponsors with their capital stack.  [00:01 – 09:53] Opening SegmentGetting to Know John AzarJohn talks about his backgroundBoston Venture PartnersJoined Micro Venture Partners in 2014 MACC Venture PartnersPeak15 CapitalHe also talks about closing shops and zero clients back in 2008Lessons he learned in this experienceThings they could have done to prevent closing shops Their experience in 2008 VS experience in present time with Covid Pandemic[09:54 – 23:44] Sourcing and Securing Equity CapitalMACC Venture PartnerInternal and External Growth of the company Stepping back a little on the Acquisition cycle and start transitioning into sellingLaunching the Peak15 CapitalRaising equity capital for deals Structure of the equity capital The terms of Equity Partners Where does Peak15 name come from[23:45 – 25:15] Final Four SegmentJohn’s advice to aspiring investorsDon’t be afraid to collaborate.How he stays on top of his gameHis way to make the world a better placeHow to reach out to John– links belowFinal wordsTweetable Quotes:“Your company that serves you well in 1,00 doors, may not serve you well in 3,000 doors. And what serve you well in 3,000 doors is probably gonna not serve you the same at 5,000 doors.” – John Azar“Don’t be afraid to collaborate. Collaboration is key. Collaboration is king. Collaboration will get you to next level.” – John Azar“Stay informed. Stay connected. Read more, don’t just take things for granted. Read more, inform yourself and not just from one source but from multiple resources.” – John Azar Resources Mentioned: Boston Venture PartnersPeak15 CapitalMACC Venture Partner------------------------------------------------------------------------------------------Connect with John on and Instagram. Send him an email at azar@peak15cap.com or visit their website at https://peak15cap.com/. Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Joseph Sabbagh is a Public Adjuster that is licensed in over 15 states. He deals most of the commercial property, has over 15years in the business, and is exclusively a property owners’ representative.He is also an Insurance Appraiser and Claims Consultant throughout the country. Joseph is at the forefront of multi-family insurance claims, hazard insurance claims, and complex multi-party claims on behalf of the policyholders.[00:01 – 08:10] Opening SegmentGetting to Know Joseph SabbaghJoseph talks about being Public Adjuster Insurance Policies and Percentage of Policy Maximum Pay-outUnderstanding your Insurance Deductibles of property[08:11 – 16:51] The Public Adjuster in a Commercial PropertiesThe Public Adjuster coming as game-changerDamages paid by Insurance company Insurance in a Commercial Project Advice to people who actively acquire propertiesKnow and understand the insurance policy upfrontThe best method for someone to engage or reach Joseph’s services.[16:52 – 19:05] Final Four SegmentJoseph’s advice to aspiring investorsUnderstand your insurance policy and understand the property side of it. How he stays on top of his gameHis way to make the world a better placeHow to reach out to Joseph – links belowFinal wordsTweetable Quotes:“It’s also building relationships. I always tell my clients; I prefer if you call me before loss than after loss.” – Joseph Sabbagh     “Know your insurance policy. That’s what I first thing tell people, even just getting an understanding through it. Just knowing what your properties are.” – Joseph Sabbagh   Resources Mentioned: Maximum Insurance Adjusters, Inc.------------------------------------------------------------------------------------------Connect with Joseph! Send him an email at joseph@maximiuminsuranceadjusters.com  Call him here 305-788-4528.Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Anthony Pinto is stationed in Japan, has about 20 million dollars in assets under management, a little over 300 doors, and has found a way to passively invest and actively invest with himself and other members of the military halfway around the world.His purpose in life is to add value to others, whether that is talking real estate shop with new investors or providing incredible passive investment to their clients. His life goals are to visit every country in the world, visit space, and open a half bookstore, half coffee shop, a half brewery called Pinto’s Beans, and Books and Brews.[00:01 – 11:03] Opening SegmentGetting to Know Anthony PintoAnthony talks about his backgroundThe process of raising the capitalHe also talks about the investors and networking people through posting onlineOverview of Financial Literacy in military [11:04 – 22:05] Growing your Fund with Mission First CapitalMission First Capital fund set-upTime-period for investor’s fundEarly investor’s incentivePartnerships and Methods in funding dealsGeneral PartnersWorking with other VeteransSkillbridge Program within the militaryMarketing Fund[22:06 – 25:10] Final Four SegmentAnthony’s advice to aspiring investorsMulti-family is a team sport and you need to build your team sooner.How he stays on top of his gameHis way to make the world a better placeHow to reach out to Anthony – links belowFinal wordsTweetable Quotes:“The more time you can have your money working for you, the better overall it’s gonna be for you.” – Anthony Pinto“Multi-family is a team sport and you need to build your team sooner rather than later. Don't make the constant mistake to think that you can make everything yourself because you can’t. You don’t have enough time, energy, money, in the world to take that all a deal especially when you are super ambitious.” - Anthony Pinto“Life, in general, is about constantly learning.” - Anthony Pinto Resources Mentioned: Mission First Capital------------------------------------------------------------------------------------------Connect with Anthony on LinkedIn, visit https://missionfirstcapital.co/. You can also send him an email at anthony@missionfirstcapital.co Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Drew Wahlgren is the Director of Capital Markets at MAG Capital Partners, a Texas-based firm that is primarily focused on single-tenants, industrial assets, and triple-net leases.He works with busy, high-income professionals who want to live in commercial real estate for the high returns and tax advantages that have no time or experience to purchase and operate properties themselves. [00:01 – 07:24] Opening SegmentGetting to Know Drew WahlgrenDrew talks about his backgroundOut-raising capital with MAG Capital PartnersGetting done deals in Finance in the beginningHow the relationship started with MAG Capital Partners[07:25 – 25:25] Sale and Leaseback Asset InvestmentMAG Capital Partners focusing on Industrial Asset InvestmentThe Sale and Leaseback Acquisition transactionPurchasing a companyFinding leasebacks through Private Equity Companies and Brokers The Credit Analysis and making sure Tenants are solventGrowth of company as important as the Strength of the CreditGood Return profile on Triple-net LeaseOne scenario that has not gone as planned and how they managed it[25:26 – 28:59] Final Four SegmentDrew’s advice to aspiring investorsStart reading your details and start looking into your market to make comparables.How he stays on top of his gameHis way to make the world a better placeHow to reach out to Drew – links belowFinal wordsTweetable Quotes:“Start reading your details and start looking into your market so you can make comparables.” - Drew Wahlgren“Do a lot of education. I do, I would say education really is keeping up in the market, keeping up with trends.” - Drew Wahlgren“Even if there’s something that you think you are not really interested in, go check it out. Go spend some time if you can.” - Drew Wahlgren Resources Mentioned: MAG Capital Partners------------------------------------------------------------------------------------------Connect with Drew! Send him an email at drew@magcp.com. Call him at 925-5771-800.Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Danny Newberry is the Founder and President of Value Investment Group. He has built Value Investment Group into an integrated and successful firm that specializes in the acquisition, improvement, repositioning management of commercial investment properties.He has acquired more than 30 properties since its inception in 2008 and he has purchased and managed a few hundred multi-family units and over 800 thousand square feet of retail office industrial and multi-family properties in a total of over 90 million dollars in transactions.[00:01 – 05:49] Opening SegmentGetting to Know Danny NewberryDanny talks about his background Triple-net Properties Discovering the different type of Assets by joining a mastermind group[05:50 – 15:57] Making a Good Retail InvestmentWhat makes a Good Retail InvestmentFocusing on Neighborhood Shopping CentersBuying the right pad site for good single-tenant deals The Team, The Right Centers, and The DemographicsStaffing for Operation Side and Lease Agents for finding and making dealsBuilding up “The Team” members  [15:58 – 27:18] Investing in Industrial Assets Owning Industrial AssetsCompeting with Institutional Investors to Industrial Identifying value-add components in Industrial Developing an initial list of buildings and connecting to leasing agentsMaking deals and the value of an assetValuation based on Income and Hard Assets Funding the projects from starting the business up until now [27:19 – 29:46] Final Four SegmentDanny’s advice to aspiring investorsHang out with people that would make you elevate your game.How he stays on top of his gameHis way to make the world a better placeHow to reach out to Danny – links belowFinal wordsTweetable Quotes:“When everyone is fearful, be greedy. When everyone is greedy, be fearful.” - Danny Newberry“It’s really important to have the right team because if you don’t, you can miss a lot of things and due diligence and at the end of the day, a Team is what makes everything happen.” - Danny Newberry“You don't have to have a huge team, but you have to have a very effective one.” - Danny Newberry“Hang out with people that are gonna make you elevate your game, absolutely. Every time I hang out with those kinds of people, you continue to hang out with them, I just keep up in my game. Because you can’t hang out with them if you’re not up in your game.” - Danny NewberryResources Mentioned: Value Investment Group------------------------------------------------------------------------------------------Connect with Danny, visit their website at http://valueinvestmentgroup.com/. Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Kay Battle lives in Cincinnati Ohio, United States. She’s an active investor and currently owns about 30 apartment units and as well as an active investor in single-family flips. She’s looking to scale and grow her portfolio and Kay has unbelievable knowledge in the institutional lending space. Let’s learn from Kay!   [00:01 – 04:06] Opening SegmentGetting to Know Kay BattleKay talks about her backgroundStarting single-family rentals and growing portfolioShe also talks about doing things differently when she started to scale business quicker[04:07 – 10:34] Establishing Partnerships in Investment CareerLeveraging relationships and establishing partnerships to scale up businessEquity partner as First strategic person to partner up within the business Strategy in Equity partnership in ‘buy and hold’ situationStructure of Returns to Equity Partners   [10:35 - 18:08] Commercial Lending Business and Real Estate IndustryCommercial Lending BusinessCommon Sense Capital SolutionsHelping people to understand loan products Brokers establishing partnerships with various LendersPartnerships and the team set-up for future acquisitions[18:09 – 20:15] Final Four SegmentKay’s advice to aspiring investorsNetwork. Find strategic partners and make that a focus area of your business.How she stays on top of her gameHer way to make the world a better placeHow to reach out to Kay – links belowFinal wordsTweetable Quotes:“You can scale your business so much quicker if you have 50% of something versus 0% of nothing.” - Kay Battle“I think it is important for borrowers to understand that these loan products are here to help them but it also wants to make sure that they know what they are getting themselves into.” - Kay Battle“I strongly believe in partnerships. Make sure you're networking, finding strategic partners - and make that the focus area of your business.” - Kay BattleResources Mentioned: Rich Dad Poor DadCommon Sense Capital SolutionsThink and Grow Rich ------------------------------------------------------------------------------------------Connect with Kay in Linkedin and visit their website at https://cscapitalsolutions.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
David Chesnosky specializes in multifamily leasing in the San Francisco Bay Area. He does quite a bit of sales, is also an active apartment investor himself, and works for one of the largest landlords in San Francisco.[00:01 – 03:59] Opening SegmentGetting to Know David ChesnoskyDavid talks about his backgroundGetting into the real estate industry back in 2004 as a general managerBecoming an agent himself[04:00 – 20:21] California Real Estate MarketDecrease in rent rates in San Francisco during the 2020 Covid crisisHow work-from-home opportunities affected the marketRent control in San FranciscoDavid’s advice to Landlords[20:22 – 23:52] Final Four SegmentDavid’s advice to aspiring investorsDon’t wait and start smallHow he stays on top of his gameHis way to make the world a better placeHow to reach out to David – links belowFinal wordsTweetable Quotes:“Don’t wait, and start small. With whatever money you have, and what you can afford, figure out a way to invest it.” - David ChesnoskyResources Mentioned: Compass CommercialVeritas Investments------------------------------------------------------------------------------------------Connect with David on Instagram, visit https://rentingsf.co/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
David Disraeli started his career as a stockbroker in 1986 and has been an independent financial adviser since 1992. The Personal CFO Inc. was incorporated in 2003, prior to which he operated as Disraeli and Associates. He is also the president of the Austine chapter of The Society for Financial Awareness, a nonprofit speakers bureau. [00:01 – 05:45] Opening SegmentLet’s get to know David DisraeliDavid talks about his backgroundBrokerage business[05:46 – 16:29] Financial Services and Real EstateGetting into asset protectionForming LLCsPrivacy for investorsAnonymous LLC’sThe efficiency of the world of finance[16:30 – 17:24] Closing Segment How to reach out to David– links belowFinal wordsTweetable Quotes:“The world of finance in an economic sense is pretty efficient.” - David Disraeli------------------------------------------------------------------------------------------Connect with David, visit his website at https://360networth.com/ Call 512-464-1110Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Ian Walsh is a skilled and experienced real estate professional with over 10 years of experience investing in PA and NJ. He is the Managing Partner at Hard Money Bankers PA. For Ian, lending is a passion, and making the loan work for its borrower excites him. [00:01 – 08:30] Opening SegmentGetting to Know Ian WalshIan talks about his backgroundWholesaling Company and Property Management CompanyLaunching the Hard Money BankersUnderwriting deals and sourcing capital before and during CoVid [08:31 – 21:22] Real Estate and LendingTerms and Structures of Lender and Potential Investor Ensuring the Integrity in Underwriting and dealing with funding capitalTheir large-scale filters when it comes to making a dealProtecting the company on the Lending side Take-back Strategies and flexible solution for borrower and lenderThings they’ve done 7-years ago that they would have done differentlyScaling the business and lessons learned along the journey  [21:23 – 23:11] Final Four SegmentIan’s advice to aspiring investorsLearn your market and learn to market. How he stays on top of his gameHis way to make the world a better placeHow to reach out to Ian – links belowFinal wordsTweetable Quotes:“Learn your market and learn to market.” - Ian Walsh“My routine and consistency are probably what keeps me on track every day.” - Ian WalshResources Mentioned: HMB - Private Real Estate Lending------------------------------------------------------------------------------------------Connect with Ian! Contact him at 215-839-3271 and send an email at ian@hardmoneybankers.com. Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Rick Martin runs Fortress Federation, a multi-family company that focuses mainly in the Southeastern United States. He has been in Real Estate since 1997 and currently invested in over 1,300 units. In addition to real estate, he has led a career in Entertainment and Commercial Advertising. [00:01 – 08:15] Opening SegmentGetting to Know Rick MartinRick talks about his backgroundOwning both Single and Multi-family PropertiesEstablished partnership at Southeastern US [08:16 – 15:09] Bringing Net Worth to your dealsWhat is KP (Key Principal) and how does it affect real estateRisk Capital Winning and losing Risk Capital[15:10 – 22:12] Strategies to execute the Game Plan Vetting Operators as part of strategiesHaving a track record and beating projectionsConservative UnderwritingHandling and overcoming hard deals situationUnderwriting and due diligence when it comes to making deals [22:13 – 27:20] Final Four SegmentRick’s advice to aspiring investorsDon’t fall in love with a deal no matter how far down the river you are.How he stays on top of his gameHis way to make the world a better placeHow to reach out to Rick – links belowFinal wordsTweetable Quotes:“I’ve not taken a deal where I just jumped in. The deals that I’ve done, I have known these people for a while, I have seen how they’ve run their ship. I see how they underwrite. I can run for a deal really quickly in just a few moments, just looking at the underwrite.” - Rick Martin“Before you do anything in a day, before you turn on your phone or check your email or social media, just get present with yourself. Just tune in to you before you plug in to the rest of the world.” - Rick Martin Resources Mentioned: Fortress Federation Investments------------------------------------------------------------------------------------------Connect with Rick on LinkedIn and email him at rick@fortressfederation.com. Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
Daniel Wood is an entrepreneur, property investor, coach, and Co-Founder of Momentum Property Education. He has over 10 years of experience in business and specializes in raising finance. Over the years he has co-founded 6 companies together with his wife Gisela.Daniel is also the CEO and Chairman of the Board of the Swedish Wealth Institute AB, which supports entrepreneurs and investors by bringing teaching experts from all over the world to the Nordics.[00:01 – 08:38] Opening SegmentGetting to Know Daniel WoodDaniel talks about his backgroundGetting into property Investing in SwedenFinding more opportunities at other European marketsGoing bankrupt and starting overThe birth of Momentum Property Education[08:39 – 16:27] International Real Estate InvestingSelecting their target European marketsAsset class they mainly focus onManaging various asset classes from various markets across EuropeLearning from their mistakes[16:28 – 22:39] Starting Over with the right coachesFinding the right coaches to help guide him and get back upThe challenge of raising capitalLeveraging the brand of othersRaising capital across multiple countries[22:40 – 28:46] Final Four SegmentDaniel’s advice to aspiring investorsTheir success formulaK.A.P.(Knowledge, Action, People)How he stays on top of his gameHis way to make the world a better placeHow to reach out to Daniel– links belowFinal wordsTweetable Quotes:“Make sure you understand what you’re doing.” - Daniel Wood“Without action there’s no results.” - Daniel Wood“It’s all about people. People are the key to success.” - Daniel Wood“A smart person learns from his mistakes, but a truly wise person learns from the mistakes of others..” - Ken Schramm“Never Invest in a business you don’t understand.” - Warren BuffetResources Mentioned: Rich Dad Poor Dad - Robert T. KiyosakiGlobal Capital FamilySwedish Wealth InstituteMomentum Property EducationMomentum Investing Podcast------------------------------------------------------------------------------------------Connect with Daniel on Linkedin, visit https://momentuminvestingpodcast.com/. Check out their Facebook group, Youtube, and Instagram.Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com
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