When K. Trevor Thompson joined as a Limited Partner on a 170-unit deal, it turned out that he’d been misled about the property and the investment plan. Between mislabeling the class of the property to poor financial decisions, Trevor quickly realized it was inevitable that the deal would go south. In this episode, Trevor reviews his recent deals, how he transitioned from passive to active investing, and the lessons he’s learned on how to vet multifamily deals. Trevor Thompson | Real Estate Backg...
Jan 23, 2022•26 min•Season 1Ep. 2700
As AJ Shepard started taking on bigger multifamily investments, he knew he would need to find a way to generate more income to qualify for more financing. That’s when he realized he could start his own property management company and oversee his own investments as well as others, bringing in the necessary cash and then some. In this episode, AJ shares the benefits of not only being an investor, but also running your own property management company. AJ Shepard | Real Estate Background Owner and M...
Jan 22, 2022•32 min•Season 1Ep. 2699
We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Kathy Fettke—Co-CEO of Real Wealth Network, Host of the Real Wealth Show, and author of Retire Rich with Rentals —shares what to really look for when forecasting the real estate market. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about ...
Jan 21, 2022•33 min•Season 1Ep. 2698
Maintaining a good work-life-balance can be difficult to accomplish. In this episode, Travis shares the lessons he’s learned trying to navigate a good balance between work and the other aspects of his life, such as health, relationships, and more. Want more real estate advice? We think you’ll like this episode: JF2627: 5 Ways to Align Your Investments to Achieve Your Goals | Actively Passive Investing Show 67 Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPas...
Jan 20, 2022•23 min•Season 1Ep. 2697
Focusing on smaller, growing markets for multifamily properties has provided John Todderud a chance to get ahead of the competition. Existing competition is low, and opportunity for cash-flow heavy properties is high—if you know what you’re looking for. In this episode, John discusses what to look for when selecting a potential business partner and how to find and evaluate multifamily markets. John Todderud | Real Estate Background Founder of Cardinal Oak Investments which buys multifamily prope...
Jan 19, 2022•25 min•Season 1Ep. 2696
It can be hard to find good deals in a competitive market, but Nick Simpson has found a possible, profitable solution: Opportunity Zones. Opportunity Zones are low-income areas that are set up to encourage an increase in economic growth. For Nick, these areas hold a lot of possibility for multifamily value-adds. In this episode, Nick breaks down two of his deals and shares why we should look to Opportunity Zones for investments. Nick Simpson | Real Estate Background Founder and CEO of Mentis Cap...
Jan 18, 2022•25 min•Season 1Ep. 2695
Multifamily investor Julie Holly’s properties are 1,000 miles away, and there’s a reason for that. In this episode, Julie reveals why she went outside of her backyard to find deals, how she selected her market location, and how she sourced her recent deals. Julie Holly | Real Estate Background Founder of Three Key Investments which focuses on multifamily investments. Portfolio: Strategically partnered in 69 units in Atlanta, LP on nearly 300 units in Huntsville, Alabama. She manages these proper...
Jan 17, 2022•27 min•Season 1Ep. 2694
Andrew LeBaron decided he needed to niche down his real estate strategy. That’s when he had the idea to convert motels into long-term stays. Varying slightly from an apartment, Andrew’s motel conversion strategy allows him to cut certain costs and hurdles that typically accompany multifamily properties. In this episode, Andrew walks through the benefits of long-term stays over apartments, the budget differences between motels and multifamily, and how he’s created his conversion strategy. Andrew ...
Jan 16, 2022•30 min•Season 1Ep. 2693
There are a plethora of marketing tools you can use to find real estate deals, but which ones work best in the multifamily space? In this episode, marketing expert Nick Love shares how you can source multifamily deals through strategic marketing. Nick Love | Real Estate Background Acquisitions & Marketing Manager at Hazel Equity, an investment firm that purchases A/B Class, value-add properties in Texas, as well as educates other multifamily operators on marketing and social media strategies...
Jan 15, 2022•39 min•Season 1Ep. 2692
We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Neal Bawa presents how climate change could greatly affect the real estate space. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choic...
Jan 14, 2022•25 min•Season 1Ep. 2691
Attending conferences and events is one of the best ways to expand your network. But how do you make sure you make the most out of your experience? In this episode, Travis shares the critical elements to networking at conferences and how to create your own game plan for your next event. Looking for your next real estate conference? Join us in Denver, Colorado at the Gaylord Rockies Convention Center from February 24th-26th for the Best Ever Conference! Register here: www.besteverconference.com W...
Jan 13, 2022•26 min•Season 1Ep. 2690
Starting out as a Limited Partner, Joel Fine did everything he could to learn about multifamily syndication: he read books, listened to podcasts, and even asked to be part of a weekly GP meeting on one of his passive deals. In this episode, Joel discusses how he scaled from being a Limited Partner to a General Partner. Joel Fine | Real Estate Background Multifamily investor/syndicator at Lakeline Properties, which partners with investors to buy undervalued real estate assets, improve them, and r...
Jan 12, 2022•27 min•Season 1Ep. 2689
What’s the best way to beat the competition? For Charlotte Dunford, it’s figuring out how to avoid it in the first place. Focused on mobile home parks with 50 or fewer units, Charlotte’s niche-down approach has allowed her more opportunities to find and close deals in the market than she would otherwise have access to. In this episode, she shares what is most important to look for in a mobile home park deal, as well as the importance of finding your niche in any market. Charlotte Dunford | Real ...
Jan 11, 2022•31 min•Season 1Ep. 2688
Melissa Elizondo wanted to branch out from her marketing firm and looked to add commercial real estate investments to her portfolio. In this episode, Melissa shares her current business strategy and analyzes her methods for closing on her first GP deal. Melissa Elizondo | Real Estate Background Partner at 1 Vision Capital which is a syndication group focused on converting existing landlords with single family portfolios into LPs on multifamily deals. Portfolio: Limited Partner for 118-unit in Sa...
Jan 10, 2022•35 min•Season 1Ep. 2687
TJ Konsen got his start in real estate with single-family flips. Now, he’s expanded to rehabs, wholesales, and wholetails, including in the multifamily and self-storage space. In this episode, TJ shares his expertise on direct to seller marketing and how it has helped sourced his self-storage deals. TJ Konsen | Real Estate Background Founder of Sherlock Houses and Platinum Real Estate Mastermind. The company specializes in direct to seller marketing with a high volume of flips, rehabs, wholesale...
Jan 09, 2022•26 min•Season 1Ep. 2686
Denis Shapiro has diversified his portfolio ranging from apartment buildings to self-storage to mobile home parks. Now, Denis has branched out into Affordable Housing, a market that few people decide to invest in. In this episode, Denis shares why Afford Housing can be a lucrative investment, along with five benefits you can gain from this asset type. Fund Manager at SIH Capital Group, which has an income fund and allows their investors to invest in specific deals they are GPs on. The income fun...
Jan 08, 2022•38 min•Season 1Ep. 2685
We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Brandon Turner shares six lessons he’s learned about what it takes to be a better leader. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad...
Jan 07, 2022•31 min•Season 1Ep. 2684
There are a lot of variables to consider when selecting a deal, which means there is a lot that could go wrong with your potential investments. Today, Travis Watts outlines three risk areas investors should investigate before closing on a multifamily deal. Want more? We think you’ll like this episode: JF1386: How Do You Remove As Much Risk As Possible In Real Estate Investing? With Chad Doty Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow....
Jan 06, 2022•30 min•Season 1Ep. 2683
Starting out as an underwriter fresh out of college, Justin Goodin started to teach himself about commercial real estate investing, relying heavily on YouTube and local meet-ups. The hard work paid off, and today he is a GP on 400 units. In this episode, Justin shares how he found his first deal, sourced investors, and created an effective direct mail campaign that helped him close an off-market deal. Founder/CEO of Next Level Equity. They focus on capital preservation while striving to deliver ...
Jan 05, 2022•30 min•Season 1Ep. 2682
In just 100 days, John Casmon closed $20,000,000 in multifamily deals. In this episode, John discusses how to find good deals during a pandemic, how to adapt your strategy, and how he was able to close on his profitable deals in such a short amount of time. John Casmon | Real Estate Background Founder of Casmon Capital Group which aims to help busy professionals invest in real estate without taking on a second job, focusing on multifamily investments. Portfolio: $40MM as GP. Total investment exp...
Jan 04, 2022•28 min•Season 1Ep. 2681
Shawn DiMartile stepped away from a six-figure salary as an air traffic controller to focus on commercial real estate full-time, and the risk has paid off. In 2021, he was able to 10x his portfolio with multifamily syndications, and currently has $27,000,000 in AUM. In this episode, Shawn shares how he found the deals that 10x his portfolio and the strategies he’s using to raise cash flow. Shawn DiMartile | Real Estate Background Managing Partner at Pac 3 Capital where they syndicate multifamily...
Jan 03, 2022•26 min•Season 1Ep. 2680
Over the past 16 years, Matt Picheny has learned a lot about active and passive investing. In this episode, Matt shares how he scaled as an investor, starting with his first deal as a limited partner and what lessons he’s learned along the way. Matt Picheny | Real Estate Background Founder of Picheny, which syndicates multifamily investments. Portfolio: Over 8,000 units total: 2,337 as a GP, approx. 6,000 as an LP. 16 years of real estate experience Based in: Brooklyn, NY Say hi to him at: https...
Jan 02, 2022•29 min•Season 1Ep. 2679
Elijah Vo went from working full-time in the Air Force to becoming a full-time active investor. In this episode, he shares how he got into multifamily syndication and how he finds deals that will fund his retirement income. Elijah Vo | Real Estate Background Partner at Atlas Multifamily Group, who help investors build generational wealth as a passive investor in multifamily real estate syndication. Portfolio: Operates 700 doors Used to work full-time in the Air Force, but after retirement, he be...
Jan 01, 2022•22 min•Season 1Ep. 2678
We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Hunter Thompson shares how you can utilize the Fund of Funds model to scale your business. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your...
Dec 31, 2021•23 min•Season 1Ep. 2677
In Travis Watt’s experience coaching and mentoring others in passive investing, he finds that there is one fundamental piece of advice that many investors fail to follow. In this episode, Travis shares his personal philosophy combined with Robert Kiyosaki’s method from Rich Dad Poor Dad for approaching asset and liability management. Want more? We think you’ll like this episode: JF2468: Following the Cash in Asset Management with Dave Sherbal Check out past episodes of the Actively Passive Inves...
Dec 30, 2021•14 min•Season 1Ep. 2676
When Sam Giordano first set out to invest in real estate, he wanted to find a way to minimize risk in any deal he joined as a limited partner. After creating a spreadsheet that helped him perform this risk-analysis, Sam quickly realized this was information other passive investors could use. In this episode, Sam discusses the syndication deal analyzer he created, along with the main red flags passive investors should look out for before closing on a deal. Sam Giordano | Real Estate Background Co...
Dec 29, 2021•26 min•Season 1Ep. 2675
Jenny Gou and Steve Louie both started out working in corporate with sales-focused jobs. After seeing the benefits of real estate investing, and the scaling they could have in multifamily, they partnered together and within 10 months, they had found and secured their first two deals as partners, closing on the same day. In this episode, Jenny and Steve share what makes their partnership a success, and the details involved with sourcing and managing these deals. Jenny Gou and Steve Louie | Real E...
Dec 28, 2021•28 min•Season 1Ep. 2674
Zain Jaffer transitioned from the tech space into commercial real estate, bringing with him a unique perspective on sourcing deals, forming partnerships, and streamlining systems to cut down on revenue and time cost. In this episode, Zain shares why trust among investors is vital to finding deals and how gatekeeping advice can harm not only your reputation, but future opportunities. Zain Jaffer | Real Estate Background General Partner at Bluefield Capital Portfolio: GP on 400 units in family off...
Dec 27, 2021•37 min•Season 1Ep. 2673
David Olds began investing in 2002 when he and his wife flipped their first house. Seeing the benefits of investing, David started to seek bigger deals in commercial real estate. Today, he has accumulated over 100 rental properties and continued to flip, having wholesaled over 1,000 deals. In this episode, David shares his secrets to wholesaling, how he survived two recessions, and how to maximize deals during market downturns. David Olds | Real Estate Background Founder of Nationwide Property L...
Dec 26, 2021•36 min•Season 1Ep. 2672
Have you ever thought about tokenizing your assets? For Shannon Robnett, it’s a no brainer; these smart contracts help provide transparency on the asset, minimize issues with liquidation, and overall are easier to manage. In this episode, Shannon shares the benefits of tokenizing your commercial real estate assets. Shannon Robnett | Real Estate Background Founder of Shannon Robnett Industries, which specializes in the acquisition of development land, and entitling it. Once ready for construction...
Dec 25, 2021•27 min•Season 1Ep. 2671
