How Did They Do It? Real Estate

Real estate has always been one of the best investment vehicles for people to build wealth and a better future. But how can you fulfill these goals within the business but outside the housing side? Grant Reaves is here to share his continuous success in the commercial space, specifically in flex industrial investing.Today, Grant tells us why they prefer finding opportunities in office spaces and flex industrial properties, how tenancy and occupancy work in this asset class, and their criteria for choosing the best markets. Join us in this episode to hear Grant’s advice for aspiring commercial investors!Key Points & Relevant TopicsGrant’s extensive background in the real estate investing business from commercial and self-storage to flex industrialWhat is flex industrial?The reason why Grant decided to acquire his first industrial real estate dealValue-add and renovation strategies for industrial propertiesThe occupancy rate for office spaces Ideal markets for industrial investments and some things to consider when choosing the right oneFlex industrial properties’ tenancy after the renovation and value-addAdvantages of applying the Triple Net Lease (NNN) structure 3 main reasons why Grant invests and will continue to invest in flex industrial propertiesGrant’s advice for anyone planning to invest in commercial real estateResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Grant ReavesGrant Reaves is a co-founder and Principal of Stoic Equity Partners in Daphne, AL. He oversees the Acquisition Department, Investor Relations, portfolio management, and the firm's debt relationships. Alongside his business partner, Jeremy Friedman, Grant has grown Stoic's real estate portfolio to over $86MM and 877,000 SF (as of April 2024) of developments/acquisitions since July 2021. Stoic began by investing in self-storage completing 4 acquisitions/developments before transitioning to multi-tenant flex industrial. The firm continues to be focused on purchasing value-added, multi-tenant flex industrial properties throughout the southeast. After studying business at Auburn University, Grant began his career in commercial real estate brokerage, focusing on selling limited-service hospitality assets nationwide. This experience equipped him with essential skills in underwriting, deal structure, and portfolio management, which he now applies to Stoic's success. Grant resides in Fairhope, AL, with his wife Lawren, and their son William. Get in Touch with GrantWebsite: https://www.stoicep.com/ Email: greaves@stoicep.comTwitter (X): @reaves_grantLinkedIn: Grant ReavesTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Today’s episode with Kevin Anderson empowers us to live a dynamic life through passive investing in real estate syndications. Despite the challenges he had to face in single-family, Kevin tells us why he kept going forward until he discovered the enormous benefits of syndication and alternative assets.Join us in this conversation to learn how to manage risks in multifamily, evaluate deals, and the benefits of being a passive investor!Key Points & Relevant TopicsKevin’s journey after 20 years in Corporate America and investing in single-familyThe importance of knowing how to manage risks and avoid over-leveragingChallenges and advantages of investing during the period of the financial crisisKevin’s discovery of syndication and alternative investmentsThe value of having a good CPA in taking advantage of the benefits as an investorDetermining the right deals and opportunities, handling risks, and overcoming fears in real estate Adjusting investment strategies based on market changesResources & LinksRich Dad Poor Dad by Robert T. KiyosakiApartment Syndication Due Diligence Checklist for Passive InvestorAbout Kevin AndersonKevin Anderson, co-founder and Managing Partner of GrowAbility Equity, has been investing in real estate since 2005. During that time, he initially focused on buy-and-hold rentals then transitioned to active multifamily investing/management and passive investing through Commercial Real Estate Syndications from multifamily to self-storage to mobile home communities to select service hotels. Kevin has implemented various cash-flowing, tax-saving financial strategies with real estate at the core over the last decade. This approach has substantially contributed to a 10X increase in net worth over the last 6 years, enabling he and his wife the opportunity to reach financial independence faster than planned, freeing them up to travel, spend time with friends and family, and supporting their church generously, including providing college scholarships.  Prior to transitioning full-time to real estate, Kevin spent 7 years running a college financial planning firm. Before that, Kevin spent 20 years in Corporate America, leading marketing teams and managing multi-million dollar P&Ls to drive market share and business success in categories from yogurt to cereal to OTC pharmaceuticals to banking services. Kevin graduated Summa Cum Laude with a B.S. Degree in Accounting from Florida A&M University and he has an MBA in Marketing from the Wharton School of Business.  At GrowAbility Equity, Kevin has direct responsibility for investor relations, marketing, market analysis, and administrative services.  Get in Touch with KevinWebsite: https://growabilityequity.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

As the market keeps changing, many investors and people from the investing side of real estate are discovering alternative niches that sustain the undeniable benefits of passive investing. So, in this episode, Alex Kholodenko joins us to share how he’s navigating different investment strategies, unlocking opportunities, and minimizing risks for the long-term game. Alex will give us an idea about the alternative assets worth considering in the current economy, downside protection, and the mindset it requires to keep going despite challenges. Key Points & Relevant TopicsWhat Alex did realize that led him to real estate investingThe importance of exploring different investment strategies based on the market situationThe changes in Alex’s career as an engineer when he entered the world of entrepreneurshipAlex’s perspectives on the current market situation from different asset classesIdentifying opportunities and mitigating risks in today’s marketWhat makes alternative assets such as medical offices and ATMs performHow does Alex prepare to capitalize from distressed opportunities in the marketAlex’s preferred markets and current focus in real estateHaving the right mindset in handling setbacks in the investing spaceResources & LinksThink and Grow Rich by Napoleon HillApartment Syndication Due Diligence Checklist for Passive InvestorAbout Alex KholodenkoAlex is a Co-Founder of Wealthy Mind Investments and has been actively involved in $2B+ of Commercial Real Estate transactions. He is a Fund Manager, General Partner, Syndicator, and Passive Investor in over 60 investments.  After investing in the stock market for many years and building a large portfolio. He started investing in single-family homes, tax deeds, mortgages, and fix and flips, then quickly realized it was taking too much time, a substantial amount of risk, and not a scalable way to build a diversified portfolio. He had discovered through studying and research the power of passive investing in syndications and never looked back since then. He spent 20+ years in Silicon Valley, working as a Tech Executive for Fortune 500 and startup companies, before leaving corporate America. His fascination with the concept of creating passive income streams to achieve financial freedom turned into a reality, so now he wants to help others do the same. At  Wealthy Mind Investments, Alex oversees Deal Structuring, Due Diligence process, Investor Relations, and Strategic Partnerships. Alex also enjoys investing in early-stage ventures and other alternative niches. He is an avid sports fan, and world traveler as well as into constant and never-ending improvement while continuing Personal Development journey such as Tony Robbins, Bob Proctor, and Joe Dispenza. He volunteers his time to feed the homeless and support cancer research. He lives in the Golden State on the Peninsula with his family and 2 sons. Get in Touch with AlexWebsite: https://www.wealthymindinvestments.com/ Facebook: Alexander KholodenkoLinkedIn: Alexander (Alex) KholodenkoTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode, we’ve got a fantastic couple joining us on the show, Tyler and Lindsey Goble. Our guests talk about how their investing journey has turned into a mission to make an impact on people and communities, what made them choose flipping over passive investing, and the importance of having an assistant in any business that can help with day-to-day tasks.Plus, Tyler and Lindsey share the value of maintaining good relationships with investors. Don’t miss out on hearing their wisdom and success in the investing business!Key Points & Relevant TopicsHow Tyler and Lindsey got into real estate investing and flipping as their way of helping people in needTyler and Lindsey on the active side of investing and the steps they had to take to grow in the flipping businessReasons why they chose Texas over other marketsThe importance of core values in building relationships with investors and communitiesChallenges and advantages of starting to grow a business during the pandemicInvaluable benefits of having a full-time virtual assistantTyler and Lindsey’s current focus in real estate and designsGiving back and impacting communities through real estateWhat does success mean for other people?Resources & LinksYour World-Class Assistant by Michael HyattApartment Syndication Due Diligence Checklist for Passive InvestorAbout Tyler and Lindsey GobleTyler grew up in Plymouth, Michigan and attended the United States Naval Academy where he played varsity football on the most successful team in school history. Upon graduating in 2016 with a Bachelor of Science in Quantitative Economics, Tyler commissioned into the USMC and went on to serve as an infantry officer, predominantly as a Weapons Platoon Commander and Weapons Company Executive Officer. Following his tour as an infantry officer, Tyler was selected to attend the Naval Postgraduate School in Monterey, CA to be trained as a Data Scientist. He obtained a Master’s of Science in Operations Research with a focus on Statistical Machine Learning. While in Monterey, Tyler and his wife Lindsey launched LTG Investments, an impact driven real estate investment firm. Tyler is currently serving as a Data Scientist for the Marine Corps Recruiting Command.Lindsey found her love for architecture and design after renovating her first hurricane-wrecked home with husband Tyler just after getting married in 2019. She was motivated to return to school and study Interior Architecture and Design at The Academy of Art University in San Francisco. Since 2019, she has designed and led project management on nearly 30 homes, including a short-term home for exploited youth in 2021. Lindsey has an intense passion to transform  spaces with tailored designs that are more than just aesthetically pleasing—they add real, tangible value to homeowners lives.Both Tyler and Lindsey channel their efforts and the success of their ventures into humanitarian causes, notably Unbound Now, a global anti-human trafficking nonprofit. They view their business as a tool to give back to worthy causes and see this as the greatest motivation to grow. Get in Touch with Tyler and Lindsey Website: https://www.lindseygoble.com/ Lindsey’s Instagram: @lindseyngobleTyler’s LinkedIn: Tyler GobleTo Connect With UsPlease visit our website www.bonavestcapital.com and click 

Whether you’re a syndicator or operator, effective underwriting and creating projections in the market are critical to your success. That’s why today, we have Jason Williams on the show to share his expertise in underwriting apartment syndication deals, how his model can help determine deals that make sense in today’s market, and the red flags everyone in the real estate investing space must be aware of. Jason also covers his current focus on providing education and programs that will help you thrive in a dynamic market, so tune in! Key Points & Relevant TopicsHow Jason got introduced into apartment syndication and what made him interested in investing in the Texas marketWhat is underwriting and why it's important to learnDisadvantages of utilizing other people’s underwriting modelJason’s advice and recommendations for properly underwriting deals and for somebody who wants to use his modelUnderwriting conservatively, assessing cap rate for an exit strategy, and focusing on one marketAn introduction to Jason’s courses and how they work for students8 red flags you should know when investing in real estateResources & LinksIronclad Underwriting Mastery and The Academy Presents CommunityApartment Syndication Due Diligence Checklist for Passive InvestorAbout Jason Williams, Ph.D.Jason has been involved in real estate investing his whole life but began his personal real estate investing journey in 2003. He is the Founder of the Ironclad Underwriting Mastery Program, Co-Founder of The Academy Presents, and a Managing Partner of Lorren Capital, LLC. Jason has experience in Single Family Home Rentals, small Multifamily Home Rentals, and Large Multifamily Apartment Syndications as well as Passive Investing in many asset types.  Jason graduated from Texas Tech University in 2002 with a BS and in 2006 with a PHD both in Chemical Engineering.  He has had a 15+ year-long career as an engineer programming and developing systems to help provide efficient and accurate results. As a full-time real estate investor, he brings his engineering experience to multifamily real estate investing with his underwriting program, Ironclad Underwriting Mastery.  Get in Touch with JasonWebsite: https://ironcladunderwriting.com/ / https://lorrencapital.com/ LinkedIn: Jason (Bow-Tie Guy) Williams, Ph.D.To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Today’s episode with Adam Lendi and Justin Hoggatt highlights another face of the hospitality business! Adam and Justin share how they found better investment opportunities outside the competition within the housing space, their strategies for making campgrounds thrive in the market, and building their brand in the hospitality industry.Tune in to learn how to take advantage of this recession-resistant asset class while giving the best experience for your consumers!Key Points & Relevant TopicsAdam and Justin’s previous background in real estate, how their business partnership was formed, and started investing in campgroundsWhy Adam and Justin chose campgrounds as their investmentsBetter opportunities from buying existing campgroundsThe importance of building a brand and presence in the hospitality industryFocusing on amenities and other strategies to build a brand in the hospitality businessCampgrounds’ historical and current trends in terms of occupancy and performanceExpenses involved in self-managing and operating campgrounds The typical process and investment model for someone who wants to invest in campgroundsThe future of campgrounds and factors affecting this asset class’ occupancyAdam and Justin’s courses and their mission to educate people about operating and managing campgroundsResources & LinksTo join Adam and Justin’s courses and FREE content for finding off-market opportunities, go to https://www.happycamperuniversity.com/. Podcast: Campground CatalystApartment Syndication Due Diligence Checklist for Passive InvestorAbout Adam Lendi Adam Lendi, a founding partner of Beyonder Holdings and Beyonder Camp, is a seasoned professional with a diverse background in real estate investment, brokerage, and business coaching.  At Beyonder, Adam leads the Acquisitions and Investor Relations divisions, leveraging his expertise to secure exclusive off-market properties for investor partners at highly competitive rates. Beyond his professional pursuits, Adam treasures quality time with family, camping adventures, a passionate private pilot and an active lifestyle that includes cycling and CrossFit. About Justin HoggattJustin Hoggatt is a versatile business leader, blending diverse experience in real estate investment, property management, and campground acquisitions. Leading his firm, Four Walls, he's managed a $20+ million Assets Under Management (AUM) portfolio. At BEYONDER Camp: Co-founder of BEYONDER Camp, Justin envisions more than campgrounds; he aims to foster communities and lasting memories. Beyond business, Justin is a licensed private pilot, NCAA All-American swimmer, and passionate outdoor enthusiast, indulging in paragliding, snow skiing, camping, hiking, and biking. Get in Touch with Adam and Justin Website: https://beyonderholdings.com/ / https://beyondercamp.com/ YouTube: Campground CatalystEmail: team@beyondercamp.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Have you ever considered incorporating the Infinite Banking Concept into your real estate investing strategy? We’ve invited Mark Hutchinson to serve as our comprehensive guide in utilizing the IBC, life insurance policies, and more details on how you can apply it effectively as an investor.Mark starts the discussion by motivating us through his ups and downs as a business owner, the beginning of his investing journey, and his discovery of Infinite Banking as a tool to fuel his investment success. Deep dive into this episode to learn more!Key Points & Relevant TopicsHow Mark ended up investing in real estate after failures in his first businesses and discovered the Infinite Banking Concept (IBC)What is Infinite Banking and how this concept worksThe interesting thing about borrowing money from your life insurance for investmentBorrowing money from a life insurance policy with cash valueWhat happens if someone can’t pay the premium for a life insurance policy?The contract in a life insurance policy How life insurance works after a policyholder’s deathMark’s advice on effectively utilizing Infinite Banking for real estate investmentsDoes having life insurance affect mortgage loans?Mark’s perspective on choosing the right insurance company, policy, and product for real estateResources & LinksTo download a FREE special report and real estate case study, go to https://www.livingbenefits-life.com/realestate. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Mark HutchinsonMark's 40+ years in the steel industry has forged him into a seasoned entrepreneur, business executive, and respected insurance professional. He's not just a passive investor across many asset classes, but also a master of "passive wealth creation" incorporating the Infinite Banking Concept (IBC) to amplify his returns. After the 2008 financial crisis, Mark discovered IBC, transforming his approach to wealth and finance. Now, he passionately empowers clients to reshape their financial mindset and uncover hidden truths. As an authorized IBC practitioner, Mark is committed to simplifying the concept for others. Through his guidance, he demonstrates how strategically incorporating dividend-paying participating whole life insurance into an overall financial plan can accelerate long-term wealth creation, even within a diverse active or passive investment portfolio.  Get in Touch with MarkWebsite: https://www.livingbenefits-life.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you’re a high-income physician or a professional in any field looking to make your life more passive, retire early, and make more time for the things that really matter in your life, Dr. Param Baladandapani is here to share how you can accelerate your way to your goals!Dr. Param shares the strategies in real estate that made her achieve financial independence, her perspectives toward passive investing and retirement, and some resources that will help fast-track your success. Don’t miss this meaningful discussion and make the best decision for your future today!Key Points & Relevant TopicsDr. Param’s quick story of finding financial and time freedom as a medical professionalThe biggest contributor to Dr. Param’s decision to get into real estate full-timeCommon misconceptions people have towards real estate investing and financial freedomWays to retire earlier in real estateWhat motivated Dr. Param to start a coaching program and her goal for peopleHow new investors can reduce the risks of investing in today’s market Dr. Param’s valuable advice for investors choosing the markets to invest inTime management and goal-setting tips for passive investorsResources & LinksDownload Dr. Param’s Financial Independence Worksheet and Retirement CalculatorFREE Guide to Fast Track Your Financial FreedomApartment Syndication Due Diligence Checklist for Passive InvestorAbout Param Baladandapani, MDParam Baladandapani is a Radiologist in Southern California who while working full time and raising two young kids built a multi-million dollar real estate portfolio that helped her become financially independent at 41 following which she quit her full-time position in medicine. She is the Founder & CEO of GenerationalWealthMD & GW Capital where she has helped thousands of physicians accelerate towards financial freedom through her coaching program and syndication opportunities. She has over a decade of real estate experience investing in long-term and short-term rentals, Apartments, and development projects in multiple domestic and international markets with over 800 doors and $150 million in assets under management, making her a sought-after speaker in the real estate space. She is passionate about paying it forward and has helped establish a non-profit educational trust in rural India that is focused on empowering and educating children with disabilities.  Get in Touch with Dr. ParamWebsite: https://www.generationalwealthmd.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode, Salvatore Buscemi will teach us how to think differently in real estate investing! He shares what sets them apart in the competitive investing space, how they work and invest with high-net-worth individuals and families, and his secrets to winning the largest deals in different types of assets.Get ready for another episode that will give us a glimpse of how the most successful people invest!Key Points & Relevant TopicsThe opportunity from distressed assets in today’s marketHow the current market impacts Sal’s strategies as an equity investorSal’s vetting process for larger deals and evaluating their performance and risksWhat makes successful investors of large offices or deals stand out from their competitionWhat does “in-kind” family mean?The kind of relationship to build when working on large deals or capitalSal’s current focus in real estate and his nicheThings that set the 0.001% successful investors apartResources & LinksStripeZaraSign up for Sal’s multifamily office newsletter by visiting https://brahminpartners.com/.To order the signed copy of Sal’s books go to https://salvatorebuscemi.com/books/ or check him on Amazon. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Salvatore BuscemiSalvatore M. Buscemi, a notable figure in the world of finance and real estate, has made a name for himself through his impressive portfolio of investments and his leadership roles in various investment offices. Currently serving as the CEO and Co-Founding Partner of Brahmin Partners, LLC, a private multi-family investment office, as well as the CEO for Dandrew Partners Capital Management, Mr. Buscemi has demonstrated a keen eye for successful investment strategies. Salvatore is the author of the books Making the Yield: Hard Money Lending Uncovered, Raising Real Money: The Handbook for the Aspiring Real Estate Fund Manager, and Investing Legacy: How the .001% Invest.Mr. Buscemi is a graduate of Fordham University and began his career at Goldman Sachs in Investment Banking in New York City and currently resides in Miami, Florida. His impressive track record of successful investments and his leadership roles in various investment offices have made him a highly respected figure in the world of finance.  Get in Touch with SalvatoreWebsite: https://salvatorebuscemi.com/ / https://www.dandrewpartners.com/ / https://brahminpartners.com/ LinkedIn: Salvatore BuscemiTwitter: @SMBuscemiInstagram: @salvatorembuscemiFacebook: Salvatore BuscemiTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Is it worth doing everything on your own in real estate investing? Today’s conversation with Maricela Soberanes focuses on the positive impact of hiring virtual assistants on her real estate success.Maricela delves into how she started small in real estate and scaled faster, the significance of partnering and networking, and the role of outsourcing in every decision she has to make in her investing career. Don’t miss out on another meaningful episode!Key Points & Relevant TopicsHow Maricela got involved in real estate investing and the challenges she had to overcome as a beginnerMaricela’s mindset towards the power of real estate investing and the impact of reading books on her journeyThe importance of building systems and processes in scaling a portfolioWhy hire virtual assistants and how they can help investors win their time back?How to effectively structure the role of a virtual assistant in your real estate businessBuilding partnerships for bigger goalsResources & LinksListen to Chris Linger’s episode on our website and your podcast platform.Free Tax Wealth by Tom WheelwrightBiggerPocketsMaricela’s book: The Ultimate Guide to Building a cash flowing Real Estate Portfolio and Retire Early: for busy professionalsApartment Syndication Due Diligence Checklist for Passive InvestorAbout Maricela SoberanesMaricela Soberanes and her husband Christopher Linger are the principals at Up Plex. They are accredited Real estate investors who have been Investing in real estate since 2006. They passively Invested in nine multifamily syndications across five states before they became general partners in nine apartment syndications or 1750+ apartments. Currently they have over 270M multifamily portfolio under management. Maricela has a business degree and a successful medical service business since 2015. Chris Linger has an MBA, twenty-six years of active-duty Navy services (ret), now full-time apartment syndicator. In addition, they successfully Joint Ventured with other specialized partners to acquire self-storage facilities and mobile home parks valued over five million dollars. Get in Touch with MaricelaWebsite: https://www.up-plex.com/ Instagram: @the_immigrant_millionaireTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you missed listening to our real estate investing experts last month, visit the links below!https://bonavestcapital.com/podcast/https://www.buzzsprout.com/1368325Watch this recap episode on YouTube:https://www.youtube.com/watch?v=iJ5LAko9EMITo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you’re tired of dealing with the hassle of self-managing your rental portfolio, listen to this episode with Chris Linger, who made his growth in the business even bigger through passive investing in multifamily syndications!Chris focuses on his journey as a passive investor turned general partner in multiple large deals, the value of networking, partnerships, and taking massive action. Pay attention to our conversation and learn how to start by having your pure intention to succeed in the syndication space!Key Points & Relevant TopicsFactors contributing to Chris’ success and growth in syndications3 things to consider when you go bigger in real estate or acquire larger dealsThe fundamentals of success in larger syndication dealsWhy it’s important to be intentional at what you do in the real estate businessRealities about the general partnership side of syndication and closing large dealsHow to successfully participate in many syndication deals in a short periodStrategies for evaluating the potential and downsides of a deal or propertyChris’ outlook on the current state of the multifamily market, interest rates, and insuranceResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Christopher LingerChristopher Linger and his wife Maricela Soberanes are the principals at Up Plex. They are accredited Real estate investors who have been Investing in real estate since 2006. Like many of their investors, they started with a small rental portfolio. They slowly built a personal portfolio valued at 4.5M and started the disposing [selling] process in 2020 to transition into larger Commercial Real Estate/apartment syndications. They passively Invested in nine multifamily syndications across five states before they became general partners in nine apartment syndications or 1750+ apartments. Currently, they have over 270M multifamily portfolio under management. Now, Chris & Maricela are Elite Business Coaches. They coach and consult other entrepreneurs to grow their business and create passive income sources. They have a Virtual Assistant Agency to help business owners delegate to elevate their revenue by 30% in 90 days.Get in Touch with ChrisWebsite: https://www.up-plex.com/ Instagram: @popsreiYouTube: Up Plex InvestTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you’re looking for a platform to find cash-flowing single-family rental properties, you landed in the right show! This episode with Andrew Kim talks about the motivation behind staying in single-family investing despite his past losses, the things he considers when choosing the right market and deals, and how he helps investors make single-family rentals even more passive.Listen in and learn how to own rental properties and earn passive income without the hassle of being a landlord!Key Points & Relevant TopicsAndrew’s background in the tech industry and the ups and downs with his first single-family investmentsThings that caused Andrew’s losses from single-family investments and BRRRR strategyThe start of Andrew’s investing journey from Canada to the United States and the reason he initially chose the Florida marketHow SHARE works and what it does for investorsThe driving force behind Andrew’s decision to grow his portfolio during the pandemicFinding single-family deals that pencil out despite the current market situation and high cost of housesAndrew’s insights on the Sunbelt and Midwest SFR marketHow SHARE find deals for its clients and win deals amidst the competitionResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Andrew KimAndrew is a technology entrepreneur and passive real estate investor. After investing and losing a lot of money trying to do BRRRs, he managed to find success by working with seasoned professionals. His real estate portfolio (20 SFRs) allows him to focus on his other passion/profession - building technology companies. His current focus is building SHARE - the easiest way to build a portfolio of rental properties. SHARE's mission is to help others seek financial security through real estate. Get in Touch with AndrewWebsite: https://sharesfr.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Deep dive into this episode with Ryan Groene and his careful analysis of mobile homes and RV park’s potential, demand, and their current state in the real estate market!Ryan tells us why he chose mobile homes and RV parks as his investment vehicle, his strategies for making these asset classes work and profitable, and some facts about affordable housing that every investor should know. Join us for another educational discussion about investing!Key Points & Relevant TopicsHow Ryan got into real estate investing from a career in financeRyan’s journey to acquiring empty lots and mobile homesThe difference in acquiring used and new mobile homes and some strategies for acquiring themThe importance of performing cost-benefit analysis when bringing homes to a mobile park, refinancing, or sellingThe ultimate goal when underwriting a mobile home park dealThe current market condition, supply, and demand in the mobile homes industry and affordable housing in generalWhat’s the main reason behind mobile homes’ dwindling supply?Why Ryan decided to invest in RV parksMobile homes vs. RV parks in terms of operation, demand, amenities, and size allocationResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Ryan GroeneAn accomplished professional, Ryan started his investment career over 10 years ago with a family owned single family rental and public equity investments. His portfolio has grown to over 900 mobile home park spaces and has overseen a portfolio of operations for over 1200 mobile home spaces.Ryan graduated from The Farmer School of Business at Miami University(OH) in 2012 with a B.S. in Finance. During his academic career, Ryan played 4 years of collegiate baseball.  He was also a member of the OCCAC All Academic team and named team captain in his senior season.Ryan has owned and operate parks in Iowa, West Virginia, Kentucky, Ohio, North Carolina, and South Carolina. Ryan is proficient in evaluating deals, networking, and operating parks.  Ryan oversees all of our operations at Treeside.Get in Touch with RyanWebsite: https://treesidecapital.com/ LinkedIn: Ryan GroeneFacebook: Ryan GroeneInstagram: @ryangroeneTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you’re ready to take the next step towards your ultimate goals, join us for another interview that will open your eyes to the countless gains of investing passively in real estate!This episode with Micy Liu covers her journey to building passive wealth from commercial real estate, syndications, and fund management. Micy also talks about the hurdles she had to overcome to get into a position where she’s now helping busy professionals and investors create their success stories. Listen in and start reaping the benefits of passive investments for a better financial future!Key Points & Relevant TopicsThe pivotal moment that made Micy transition from house hacking to passive investing and fund managementChallenges and rewards of passive investing and commercial real estateThings you should know about the limited and general partnership side of passive investingThe step Micy had to take to shift from passive investing to general partnership Why you should include short-term rentals to your portfolio and diversify across different asset classesFund management and its advantages over the general partnershipMicy’s current focus and the role of understanding the market condition in planning for your next goalThe importance of building partnerships in real estate investingResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Micy LiuMicy came to the US at 16 years old by herself as an exchange student from China. She started her real estate journey in 2019. Her life was never the same when she saw the impact commercial real estate investing can have on others and herself. That is why she started Life Mission Capital where she helps busy professionals invest in cash flowing commercial real estate so they can focus more on what matters to them. She utilizes her strong networking capabilities to find the experienced sponsor team and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. Today, she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager. She has been focusing on multi-family but is due diligence on other asset classes such as mobile home parks, extended stays and self-storage. She also is the founder of a Real Estate Investment Club with more than 600 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement. Financial literacy is her life mission. Get in Touch with MicyWebsite: https://lifemissioncapital.com/ / https://www.freedomgrowthfund.com/ Email: micy@lifemissioncapital.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Are you well-informed about the legalities and risks of syndicating deals and raising money? In this episode, Tilden Moschetti generously shares his expertise in the syndication space and its complexity, the legal steps you should know from acquiring to structuring and operating deals, capital raising, fund of funds, and more.So, whether you’re an active syndicator or someone planning to enter the syndication world and looking for an extensive guide, this conversation will help you learn about leveraging investors’ capital and equity!Key Points & Relevant TopicsTilden’s law background and the start of his real estate journey through syndicationHow Tilden made his first deal successful despite the challenges of being a new syndicator and capital raiserFinding the right deal to invest in, winning your investors’ trust, structuring a deal and its legal frameworkWays to identify investors’ motivation for investing in syndicationAdvice on how to succeed in the syndication spaceThings that set efficient syndication/security attorneys apart from others practicing the same law in real estateTypical investor questions attorneys are receiving from syndicatorsThe two biggest mistakes syndicators make in a dealWhat happens if a syndicator or deal does not have a PPM?Risks involved in the fund of funds model and finders feeTilden’s perspective on the current market trends and the evolution of AIResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Tilden Moschetti, CCIM, Esq. Tilden Moschetti, Esq. is a syndication attorney that focuses exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity funds. Tilden is a highly regarded expert in syndication as an attorney, a syndication coach, General Counsel to two private equity funds, and an active syndicator himself. He has been featured on NPR, NBC News, People Magazine, the National Law Journal, the San Francisco Chronicle, and the Los Angeles Business Journal. A fundamental difference between Tilden and other attorneys is that Tilden came to the practice of syndication law as a syndicator of his own deals first. Tilden’s practice as a real estate attorney changed gears when a partner showed him a deal and asked him if they could syndicate that deal together. Both investors and Tilden made a great return, so he kept syndicating. As his successes grew doing deals, 9 years ago he refocused his firm away from real estate law, to syndication law exclusively. Get in Touch with TildenWebsite: https://www.moschettilaw.com/ YouTube: Moschetti Syndication Law PLLCTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Today, we’ve invited one of the best proofs that starting from nothing to achieving big is attainable in real estate! DJ Hume demonstrates his transition into multifamily for bigger goals despite successfully acquiring five single-family rentals, how he changed his family’s point of view on the investing side of real estate, and how he gradually learned capital raising and acquiring multifamily deals. Don’t miss out on this episode because DJ also spills the facts about running rental properties that led to his enormous prosperity today!Key Points & Relevant TopicsWhat motivated DJ to start real estate investing by renting out his first houseThe reality of owning single-family rental propertiesWays to buy rental houses and the sacrifices that come with itThe thing DJ had realized about single-family rentals after his bad experiencesDifferences between single-family and multifamily investingChanging people’s mindset and perspective on real estate through your successWhat it takes to pitch your first deal and raise money from potential investors without prior background in the multifamily spaceDJ’s continuous growth and success in multifamily investingSome methods to find off-market deals and property ownersThe power of building partnerships in acquiring and managing propertiesResources & LinksCoStarUpworkApartment Syndication Due Diligence Checklist for Passive InvestorAbout DJ HumeDJ Hume is a nine-year veteran to the real estate business with over $20 million assets under management, started with 0 doors, no experience, and now own and operate 300+ doors. A humble start working in the medical field with start-ups and emerging tech companies, he was relied upon for business development and strategies. DJ has taken that business knowledge to build Prosper Capital and has become a preferred borrower with Fannie Mae, Freddie Mac, Life Insurance Co, and one of the fastest-growing privately held real estate companies in the Midwest. Get in Touch with DJWebsite: https://prospercapitalco.com/ LinkedIn: Daniel (DJ) HumeInstagram: @djhumeofficialTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Raise your consciousness about the chances of creating wealth while serving people through real estate investing! In this episode, Julie Holly talks more about her journey from house-hacking to multifamily and now navigating the complex but rewarding world of assisted living investing.She highlights assisted living’s growing demand and its exciting future, what she considers from acquiring deals to operating assisted living facilities, and her incredible commitment to helping residents and investors. Key Points & Relevant TopicsThe start of Julie’s real estate career and entry into house hacking and single-family investingWhat made Julie decide to invest in assisted living facilities and the value she wants to provide to people and residentsJulie’s approach to acquiring deals in the assisted living space, partnering with people, and the things she considers before investingSteps and things involved in operating an assisted living facilityThe growing demand and the future of the assisted living space Opportunities to support others through real estate investingResources & LinksJulie’s Podcast: The Conscious Investor on Apple Podcasts and YouTubeApartment Syndication Due Diligence Checklist for Passive InvestorAbout Julie HollyJulie is the founder of Three Keys Investment, helps people like you find their freedom through multifamily real estate investing so that they can live the life of their dreams! She has invested in single-family homes, house-hacked before it had a name, managed properties from 1k miles away, and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta-based and a general partner in 387 units.  Her podcast The Conscious Investor is designed to support investors at every step of their journey. Enjoy nearly 400 episodes on mindset and how highly successful investors overcome limitations and become unstoppable forces of success. Julie’s care for the financial well-being of investors as well as her experience as a public school teacher, and ability to relate with people allow her to raise capital for the team’s offering.  She regularly speaks at national and virtual events and serves clients as a performance coach.​ Her free time is filled with backcountry mountain biking with family and friends, baking delicious treats to share with others, writing grants for non-profit organizations, and mentoring young entrepreneurs. Get in Touch with JulieWebsite: https://www.threekeysinvestments.com/ / https://www.iamaconsciousinvestor.com/  To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Deep dive into another story of a thriving real estate journey with Kevin Falk and Jeff Derus! Our duo guests will start by sharing how they formed and strengthened their partnership, expanded Nordic and its brand, and built their property management business.They’ll also emphasize some challenges they had to repress along the way, Seattle’s opportunities for passive investing, and more.  Key Points & Relevant TopicsHow Kevin and Jeff started their path to real estate investing Kevin and Jeff’s journey to building a solid partnershipAn Introduction to Nordic Partners Investments, how it’s founded, its current focus, and goalsChallenges of starting and growing a real estate company from the ground up Strategies for overcoming the challenges of running an investment firm and property management companyThe difference between sellers’ and brokers’ property prices in today’s marketThe importance of having reserves when unforeseen issues and black swan events occurBenefits of expanding a property management company into different marketsThe potential and opportunities from the Seattle, WA marketWhat could have been done differently if Kevin and Jeff had to start over?Resources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Kevin Falk Kevin Falk started his real estate career back in 2010. During his tenure, Kevin has managed over 15 million square feet of Multi-Family, Office, Industrial, Retail, Medical and Data Centers. Prior to starting Nordic Partners Investments, he has worked for high-powered companies like CBRE, Kidder Mathews and Microsoft. Kevin’s main focus is to help clients maximize their real estate returns by buying distressed assets and repositioning them with Nordic’s construction team. Kevin is a University of Washington alum and has been a Seattle resident his entire life. The local knowledge gives him a unique understanding of all sub-markets and rent trends. This bodes him well for understanding the nuances of investment strategy within Nordic’s business model. About Jeff DerusJeff Derus is a reflective entrepreneur who carries with him a deep-seated appreciation for data and thoughtful strategy. His hands-on development of FreshMeal.com and 99lumen.com underscores a career hallmarked by intelligent, measured growth, exemplified by FreshMeal's early revenue success. In the realm of real estate, Jeff’s commitment shines through in his efforts to ensure NPI consistently leads with its superior management systems and advanced technology. His foundational knowledge stems from his academic pursuit of finance and entrepreneurship at the University of Washington, seamlessly transitioning to pragmatic application in his professional life. His expertise extends to his impactful work as a commercial real estate consultant with Kidder Mathews, where he advises on the viability and optimization for the Northwest's most ambitious transit-oriented development projects. Get in Touch with Kevin and JeffWebsite: https://www.nordicinv.com/ Kevin’s Phone: 425-328-8998Jeff’s Phone: 425-829-0101To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Want more of Neal Bawa’s expertise in real estate analysis and data-driven insights? We’re glad to have him back on the show for the latest trends and opportunities in the housing market!Level up your understanding of what’s real in today’s market condition, valuable information about the economy in general, and the potential of single-family and multifamily investments. Tune in because this episode might help you thrive and make better decisions in an environment surrounded by negativities.Key Points & Relevant TopicsThe unusual situation of the real estate market from 2023 to presentFed’s role in recovering the economy, cutting rates, and improving employment and rent growthNeal’s point of view on people listening to negative information and the truth behind these negative news Why 2024 is a great year and opportunistic for future investors and home buyersFreddy Mac’s single-family and multifamily space’s outlook forecasts in 2024Neal on capitalizing from 2024’s opportunities and the root cause of investors’ fearsReasons to give small real estate markets a try and stay away from hot marketsWhat is “land squatting” Resources & LinksFirst Episode with Neal: SA317 | The Future of Multifamily Real Estate Investing Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Neal BawaNeal Bawa is CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal’s companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 900 investors. Current portfolio over 4,800 units, with an AUM value (upon completion) of over $1 Billion.  Neal shares his team’s unique and cutting-edge real estate data methodologies to connect with geeky and nerdy (or just data driven) investors who share his vision - That Data beats gut feel by a million miles. Over 10,000 real estate investors have taken his free Real Estate Data Analytics course on udemy.com and the course has over 1,000 five-star reviews.  Neal speaks at dozens of real estate conferences across the country and virtually, on the Internet. Over 5,000 investors attend his multifamily webinar series each year and hundreds have attended his Magic of Multifamily boot camps. His facebook and meetup groups have tens of thousands of investors.  Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach its potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope. Get in Touch with NealWebsite: https://multifamilyu.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!