After spending 15 years focused on single-family properties, Marcus Long took the leap to enter multifamily as a passive investor. Fast forward, and he now is General Partner of 183 units and Limited Partner of 215 units. In this episode, Marcus shares the challenges he faced when transitioning from single-family to multifamily and how he achieved his success. Marcus Long | Real Estate Background Founder of Long Legacy Capital. He primarily focuses on 100+ unit Class B/C value-add properties wit...
Feb 22, 2022•28 min•Season 1Ep. 2730
Real estate developer Glenn Kukla had closed one of his biggest deals when the 2008 recession hit. Unable to pay his mortgage, Glenn worked out a strategy to help stay afloat and survive the economic downturn. In this episode, Glenn shares his tips for working with lenders during a recession. Glenn Kukla | Real Estate Background CEO of Kukla Capital Partners, a real estate development company and investment fund. Portfolio: $4M in net value. Over $50M in real estate projects he has developed and...
Feb 21, 2022•32 min•Season 1Ep. 2729
Kyle Mitchell, Founder of Limitless Estates and Managing Partner of Vertical Street Ventures, returns to the Best Ever Show to share his insight on multifamily asset management. In this episode, he details the importance of having a good asset manager and how to create an efficient, scalable business using this role. Kyle Mitchell | Real Estate Background Previous Episode: JF1784: Doing First Multifamily Syndication Only Eight Months In with Kyle Mitchell Founder of Limitless Estates and Managin...
Feb 20, 2022•27 min•Season 1Ep. 2728
Closing deals isn’t always a quick process. Multifamily investor David Robinson spent a year working with a seller who originally backtracked on the deal before finally closing with him. In this episode, David reveals the follow-up strategy he used for 12 months that eventually led to making this deal happen, along with how he sourced the property and the details of his exit plan. David Robinson | Real Estate Background Managing Partner at Canova Capital, a multifamily investment firm. Portfolio...
Feb 19, 2022•25 min•Season 1Ep. 2727
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, David Toupin —CEO of Real Estate Lab , a multifamily real estate software company—shares his social media hacks to help grow your real estate business. Register for the Best Ever Conference here: www.besteverconference.com Check out David’s previous episode on the podcast: JF2039: Experie...
Feb 18, 2022•26 min•Season 1Ep. 2726
When is the right time to sell your real estate? Today, Travis Watts shares his insight on what to consider when making the decision to sell, factoring in how value-adds, inflation, and rent increases can affect this choice. Want more? We think you’ll like this episode: JF2710: 4 Strategies to Scale as a Multifamily Syndicator ft. Mike Deaton Check out past episodes of the Actively Passive Investing Show here ! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.c...
Feb 17, 2022•18 min•Season 1Ep. 2725
What are the benefits of investing in the light industrial sector? In this episode, Kim Hopkins—Principal at Iron Peaks Properties LLC—shares the ins-and-outs of this asset, including how she sources and underwrites these deals, finds good tenants, selects good property managers, and more! Kim Hopkins | Real Estate Background Principal at Iron Peak Properties LLC, which specializes in multi-tenant light industrial. Portfolio: GP of over 300,000 sq. ft. of multi-tenant light industrial in Oregon,...
Feb 16, 2022•37 min•Season 1Ep. 2724
How do you grow a good relationship with your investors? Margaret Kozlark, co-founder of investment firm Noblivest, shares three tips that have helped her connect with investors, and in turn, finance her deals. Margaret Kozlark | Real Estate Background Co-founder of Noblivest, which helps investors build their wealth for noble causes, such as spending more time with family, volunteering in their community, and more. They are mainly focused on multifamily syndication. Down the line, they hope to ...
Feb 15, 2022•25 min•Season 1Ep. 2723
In this episode, Sam Bates—CEO and Founder of Bates Capital Group—shares the advantages of investing in mixed-use developments. He also walks us through the details of his first commercial development deal, the challenges he’s faced, and how he scaled his business to $190M in AUM. Sam Bates | Real Estate Background Founder and CEO of Bates Capital Group, which syndicates commercial assets. Portfolio: ~$190M in AUM. Based in Dallas, Texas Say hi to him at: Batescapitalgroup.com | sam@batescapital...
Feb 14, 2022•32 min•Season 1Ep. 2722
How do you gain credibility as a new investor? Amy Sylvis, an active investor in multifamily, developed a strategy that helped her close four deals within the first six months of her entering the commercial real estate space. In this episode, Amy shares how she sourced these deals and the methods she uses to build trust with investors and partners. Amy Sylvis | Real Estate Background Founder of Sylvis Capital which buys large multifamily complexes in emerging markets throughout the U.S. with the...
Feb 13, 2022•29 min•Season 1Ep. 2721
Are you interested in entering the commercial real estate development space but have no idea what to expect on your first deal? Return guest John McNellis walks us through different financial scenarios you might encounter on your first deal, their outcomes, and how to best set yourself up for financial success. John McNellis | Real Estate Background Principal with McNellis Partners, a commercial development firm he co-founded in the mid-1980s in northern California. Previous Episode: JF2470: How...
Feb 12, 2022•28 min•Season 1Ep. 2720
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, Ryan Gibson—CEO and co-founder of Spartan Investment Group —shares the top 10 questions you should ask an operator before investing in a deal. Register for the Best Ever Conference here: www.besteverconference.com Check out Ryan’s previous episodes on the podcast: JF1226: Why Investor Rel...
Feb 11, 2022•22 min•Season 1Ep. 2719
Will multifamily perform well in 2022? To answer this question, Travis researches and shares market highlights from the first quarter of 2022, focusing on what trends passive investors can expect in multifamily moving forward. Want more? We think you’ll like this episode: JF2714: Survive Any Market Cycle: 4 Ways to Diversify Your Assets ft. David McAlvany Check out past episodes of the Actively Passive Investing Show here ! Click here to know more about our sponsors: Deal Maker Mentoring | Passi...
Feb 10, 2022•23 min•Season 1Ep. 2718
Jacob Garza believes that no one will manage your properties better than yourself. As GP of over 2,000 units, and also co-founder of a property management company, Jacob has been able to follow this advice and scale his portfolio over the last 10 years. In this episode, Jacob shares his strategies for self-managing his rental properties and how he was able to grow his businesses. Jacob Garza | Real Estate Background Co-founder of REEP (Real Estate Equity Partners) which focuses on acquiring unde...
Feb 09, 2022•30 min•Season 1Ep. 2717
When Josi Heron acquired her first value-add apartment complex, there were many unexpected difficulties that arose, mainly surrounding the tenants. Navigating these issues was no easy process, and in this episode, Josi shares how she turned around the culture within the property. She also discusses how she finds her deals, what systems she uses to run her analytics, and how she plans to scale her business. Josi Heron | Real Estate Background CEO of Waypoints Equity, a real estate investment firm...
Feb 08, 2022•28 min•Season 1Ep. 2716
Erik Hemingway traveled the world with his family for years. They’ve lived in Costa Rica, sailed through the Mediterranean, and sailed across the Atlantic Ocean. All of their travels were made possible because of Erik’s passive income from self-storage. In this episode, Erik shares his strategy for locating self-storage deals, assessing the market, and analyzing the risk on these deals. Erik Hemingway | Real Estate Background Founder of Nomad Capital which focuses on heavy value-add properties, ...
Feb 07, 2022•29 min•Season 1Ep. 2715
What if you could minimize the risks to your investments? In this episode, David McAlvany, CEO of the mobile app Vaulted, shares why diversifying your assets with precious metals can provide stability during market dips, rising interest rates, inflation, and more. David McAlvany | Real Estate Background CEO of the McAlvany Financial Group which consists of McAlvany ICA (precious metals advisory firm), McAlvany Wealth Management (an SEC-registered investment advisor), and Vaulted (mobile app for ...
Feb 06, 2022•37 min•Season 1Ep. 2714
Chandra Mishra has amassed a portfolio of over 4,800 units as both GP and LP while working full-time as a physician and anesthesiologist. To add to his work, Chander has also honed in on the competitive Dallas-Fort Worth market. In this episode, he shares how he balances his full-time job with commercial real estate investing, his strategy for underwriting deals in a competitive market, and how he grew his portfolio. Dr. Chander Mishra | Real Estate Background Founder and CEO of Blue Ocean Capit...
Feb 05, 2022•27 min•Season 1Ep. 2713
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, Jilliene Helman—CEO and Founder of RealtyMogul—shares seven lessons she learned while managing her real estate business during the pandemic. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInv...
Feb 04, 2022•32 min•Season 1Ep. 2712
How will the events of 2021 affect your investments in 2022? In this episode, Travis reviews the variables that may make you rethink how you invest this coming year, including the pandemic, government actions, supply and demand, inflation, and more. Want more? We think you’ll like this episode: JF2637: Sued for $68M: Cautions of Inflation and Risk Appetite with Ted Greene #SkillsetSunday Check out past episodes of the Actively Passive Investing Show here ! Click here to know more about our spons...
Feb 03, 2022•26 min•Season 1Ep. 2711
Mike Deaton and his wife, Ligia Deaton, began their real estate career by flipping land and soon expanded their portfolio to include multifamily. In this episode, Mike shares how he chose his commercial real estate markets, successfully pitched to investors, and the success-mindset that kept him going. Mike Deaton | Real Estate Background Co-founder of Deaton Equity Partners which acquires and operates multifamily properties as a complement to their land business, combining real estate professio...
Feb 02, 2022•29 min•Season 1Ep. 2710
Multifamily and self-storage development can be stressful to navigate. For Dallon Schultz, it became even more complicated when he had to juggle both his real estate business and his full-time job in the medical field. In this episode, Dallon shares his success habits for ground-up development and best practices for scaling your business. Dallon Schultz | Real Estate Background Founder/Owner of REV Equity Group LLC which focuses on investing in apartments and self-storage assets. Portfolio: GP o...
Feb 01, 2022•26 min•Season 1Ep. 2709
How much closer would you be to hitting your goal of early retirement if you had started when you were just a teenager? Author Dan Sheeks believes teenagers should have the opportunity to learn about financial freedom and the way real estate investing can help them achieve their financial goals. In this episode, Dan shares how to get teenagers involved in learning about and achieving early financial independence. Dan Sheeks | Real Estate Background Founder of Sheeks Freaks, a community in which ...
Jan 31, 2022•22 min•Season 1Ep. 2708
What qualities should you look for in a potential operator? What if they don’t have a lot of commercial real estate experience? Does the size of their team matter? In this episode, Dan Handford answers these questions and more by sharing three red flags that passive investors should be aware of when evaluating operators. Dan Handford | Real Estate Background Managing Partner with PassiveInvesting.com , a national passive equity real estate investment firm based in the Carolinas. Portfolio: GP of...
Jan 30, 2022•26 min•Season 1Ep. 2707
Chad King believes there is always a way to find deals, even in competitive markets. With the right tools and mindset, Chad has sourced the majority of his deals off-market. In this episode, Chad shares his direct-to-seller deals he’s closed, how he’s scaled his portfolio, and the best ways to source multifamily properties. Chad King | Real Estate Background Principal/Owner of Titan Capital Group which purchases and repositions commercial real estate. Portfolio: 303 units as GP. 328 units as LP....
Jan 29, 2022•32 min•Season 1Ep. 2706
We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the Best Ever Conference 2022 at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, John Chang shares his top strategies for managing your investments during the pandemic, including how to navigate the economy, understanding the market changes, and what you should be aware of moving forward. Register for the Best Ever Conference here: www.besteverconference.com Click her...
Jan 28, 2022•27 min•Season 1Ep. 2705
How can you achieve the same success as a millionaire through passive investing? In this episode, Travis shares four practices that lucrative investors use to generate more passive income and navigate the market. Want more? We think you’ll like this episode: JF2515: Top 5 Best Practices for Effective Investor Relations | Actively Passive Investing Show Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow. Click here to know more about our spons...
Jan 27, 2022•27 min•Season 1Ep. 2704
Brad Simtob started investing in commercial real estate when he was just 19 years old. Now at 20, he has grown his portfolio to 350 units and has no plans of slowing down anytime soon. In this episode, Brad shares how he found his current deals and the goal-setting strategy that has helped him achieve his success. Brad Simtob | Real Estate Background Founder of Simtob Management & Investment LLC which purchases value-add multifamily in the Midwest. They are proprietary with their in house co...
Jan 26, 2022•27 min•Season 1Ep. 2703
Iven Vian managed his multifamily investments while working full-time in the Air Force for 15 years. Finding the right strategy to maximize his time spent on his investments while also ensuring he could do his job and spend time with his family has been crucial to his success. In today’s episode, Iven shares how he found his first multifamily deal, how to find a good business partner, and the key to juggling both your job and your CRE assets. Iven Vian | Real Estate Background Founder of Anthem ...
Jan 25, 2022•37 min•Season 1Ep. 2702
For many commercial real estate investors, C-Class and B-Class properties are almost synonymous with the term “value-add.” But for Jonathan Nichols, he’s found that there’s still value-add opportunities in Class-A properties that investors might otherwise miss. In this episode, Jonathan reviews his recent deals, including a Class-A student housing property, and why value-adds can also apply to Class-A properties. Jonathan Nichols | Real Estate Background Full-Time Syndicator at Apogee Capital wh...
Jan 24, 2022•28 min•Season 1Ep. 2701
