Self-storage is a family business for John C. Lindsey. His father got started in the business in 1969, and in 2012, John and his brother started Lindsey Self Storage Group. They have participated in virtually every aspect of the business: brokerage, owning a portfolio of stores, owning a management company, and building sites. Today, he says their focus is on self-storage brokerage. In this episode, John talks about being a second-generation self-storage investor, some of the high-level tactics ...
Apr 24, 2022•23 min•Season 1Ep. 2791
Self-described “reformed attorney” Ashley Tison is passionate about helping business owners mitigate taxes through programs like Opportunity Zones. That’s why he co-founded OZPros.com — to democratize entrepreneurs’ ability to utilize Opportunity Zones to save on their taxes. In this episode, Ashley breaks down how Opportunity Zone funds work and how OZPros.com serves as both an educational tool and an investment opportunity. Ashley Tison | Real Estate Background Co-founder of OZPros.com . He’s ...
Apr 23, 2022•36 min•Season 1Ep. 2790
Bob Voelker has taken on several different titles throughout his career. He started out as a CPA, then attended law school and became the first attorney in Texas to focus on low-income tax credit projects as a practice area. He then became a real estate developer focused on urban complex, mixed-use, and high-rise residential projects. Now retired, he recently authored his own book, Managing the Complexities of Real Estate Development . In this episode, Bob explains how he got into development, t...
Apr 22, 2022•31 min•Season 1Ep. 2789
In this episode, Travis highlights three common industry practices for how general partners often predict future sale prices. Want more? We think you’ll like this episode: JF2571: How Does the Single-Family Housing Market Impact Multifamily Apartments? | Actively Passive Investing Show 59 Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices...
Apr 21, 2022•14 min•Season 1Ep. 2788
In 2014, Harvard University graduate Ryan Williams chose to step away from his promising career with Blackstone to pursue his passion for leveling the playing field when it comes to real estate investing. He began to build what he calls the next-generation leading real estate investment platform focused on enabling individuals and larger institutions to directly invest in yield-oriented commercial real estate. In this episode, Ryan breaks down the plan he has for Cadre and how the platform will ...
Apr 20, 2022•30 min•Season 1Ep. 2787
Scott Haskin accidentally became a commercial real estate investor, landlord, and property manager after purchasing a set of old cannery buildings. It was a heavy lift project from a value-add perspective, and Scott handled much of the work himself. In 2011, he 1031-ed the property into an office building in the central business district of Lincoln, NE. In this episode, Scott and Ash discuss what actions can be taken to increase the office building’s occupancy after a recent decline Scott Haskin...
Apr 19, 2022•28 min•Season 1Ep. 2786
Former wildlife management conservation biologist Mason Moreland grew up thinking he’d be the next Steve Irwin. As soon as he graduated college, however, he caught the real estate bug and started investing in single-family homes with his father and brother. Today, Mason is able to combine both his passions as GP of $15.75M n vineyards held by Texas Vine Country, where he is a managing partner. In this episode, Mason explains the ins and outs of Texas vineyard development, operation, and investme...
Apr 18, 2022•33 min•Season 1Ep. 2785
Adam Benton owns Stellar Senior Living, a family business in which he has partnered with his father and brother-in-law for the last 10 years. Today, Adam is GP of 4,000 units including independent, assisted living, memory care, and skilled nursing. In this episode, he laid out the five most important concepts investors need to understand before adding this alternative investment class to their portfolios. Adam Benton | Real Estate Background Owner of Stellar Senior Living, which develops, acquir...
Apr 17, 2022•38 min•Season 1Ep. 2784
Jeff Dulmage has been a passionate investor for most of his life. He’s been in the game since before online resources were a thing, conducting his research the old-fashioned way — by reading lots of books. Today, he is a full-time commercial broker at Hartsock Realty based in Lima, OH. In this episode, Jeff shares how he balances being both a broker and investor, the numbers on his recent 26-unit apartment deal, and why it’s a great time to be an investor in Lima. Jeff Dulmage | Real Estate Back...
Apr 16, 2022•33 min•Season 1Ep. 2783
After excelling in direct sales for 12 years, Eric Chadderdon recently made the shift to multifamily real estate. One year into the business, Eric is co-founder and managing partner of Gibby’s Capital Investments with 368 doors. He says he’s learned many things in his first 14 months and has made many mistakes, but what he’s learned has helped propel him to where he is now. Eric Chadderdon | Real Estate Background Co-founder and managing partner of Gibby’s Capital Investments, a multifamily inve...
Apr 15, 2022•25 min•Season 1Ep. 2782
In this episode, Travis Watts explains one fundamental key point about multifamily investing that is often overlooked. Like a business, multifamily apartments are primarily valued at the net operating income (NOI) that they produce. The metrics used to determine the value of a multifamily property are its income generation and what kind of multiple a buyer is willing to pay if they want to purchase that income stream. Click here to know more about our sponsors: Cornell Capital Holdings | Passive...
Apr 14, 2022•17 min•Season 1Ep. 2781
Multifamily syndicator Liz Faircloth began her real estate journey when she and her (now) husband, Matt Faircloth, purchased their first duplex 16 years ago. Since launching the DeRosa Group together in 2005, they now have $130M under control and management. Throughout this process, Liz met her partner, Andresa. As they did deals together, they realized they had a shared passion and need to bring women together in the real estate space — so together, they created the InvestHER community. Liz Fai...
Apr 13, 2022•30 min•Season 1Ep. 2780
Industrial real estate broker and investor Chad Griffiths stumbled onto the asset class he now knows and loves by complete accident. When he joined a company as a broker in 2005, his mentors were heavily involved in industrial real estate, so he naturally ended up learning all about it. Today, he is a partner at NAI Commercial Real Estate and invests in properties as well. In this episode, Chad discusses the state of the industrial space across various markets and explains why now is the ideal t...
Apr 12, 2022•33 min•Season 1Ep. 2779
Sam Wilson has always been an entrepreneur. After selling the flooring business he owned, he wasn’t sure where to focus his energy next. That’s when he discovered real estate. Today he’s focused on commercial real estate projects — mainly RV parks and boat/RV storage. He’s an enthusiastic investor with a never-ending stream of creative ideas about how to make the RV park and storage space better for himself, his investors, and his tenants. Sam Wilson | Real Estate Background Founder of Bricken I...
Apr 11, 2022•24 min•Season 1Ep. 2778
Before he became a multifamily syndicator, Brendan Chisholm worked for multiple Fortune 500 companies. His previous roles in program management, lender management, operations, and contract negotiation all helped him cultivate the skills needed to excel in asset management. In this episode, Brendan discusses his firm’s latest value-add deals, what the asset management process has been like, and his advice for syndicators who struggle with organization. Brendan Chisholm | Real Estate Background Fo...
Apr 10, 2022•27 min•Season 1Ep. 2777
L.A.-based musical composer Bryan Miller knew he needed a retirement plan, so naturally, he started buying and investing in real estate as both a GP and LP. He was so successful that he now co-owns Capital Stack Investments while still working as a composer for TV and film. After sharing how he got into development and how he develops build-to-rent deals in LA, Bryan took some time to explain in detail what he looks for in potential GPs. Bryan Miller | Real Estate Background Co-owner of Capital ...
Apr 09, 2022•32 min•Season 1Ep. 2776
Young and hungry, Jeremiah Boucher got his start in commercial real estate by sourcing mobile home park deals during the Great Recession. Since then, he’s created his own management company and branched out into the self-storage space. In this episode, Jeremiah tells us how he found his edge as a young investor, what drew him to self-storage, and what advice he has for investors in both asset classes today. Jeremiah Boucher | Real Estate Background Founder and CEO of Patriot Holdings, an investm...
Apr 08, 2022•40 min•Season 1Ep. 2775
In this week’s episode of the Actively Passive Investing Show, Travis Watts highlights the major challenges multifamily investors are currently dealing with and shares his insights on how to successfully tackle each of them. Click here to know more about our sponsors: Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices...
Apr 07, 2022•21 min•Season 1Ep. 2774
Full-time registered nurse Cody Laughlin serves as managing partner and director of acquisitions for his Houston-based multifamily firm, Blue Oak Capital. Since joining forces with his two partners in 2019, Cody has learned a thing or two about navigating the hyper-competitive multifamily market. In this episode, he explains what actions have helped his team to acquire 750+ units across four properties. Cody Laughlin | Real Estate Background Managing partner at Blue Oak Capital, a multifamily ac...
Apr 06, 2022•25 min•Season 1Ep. 2773
Marine Corps Veteran Robert Preston began wholesaling and flipping while still on active duty in order to make extra money. He then moved on to value-add Class C apartment buildings, but as cash flow and cap rates have compressed, he decided it was time to find a new niche. Robert began investing in mobile home parks next, and his current focus is on RV parks. In this episode, he shares why he is so passionate about this particular asset class. Robert Preston | Real Estate Background Co-founder ...
Apr 05, 2022•32 min•Season 1Ep. 2772
After purchasing his first property in 1998 based on little more than a gut feeling, Todd Nepola has come a long way as a commercial real estate investor. The Current Capital Real Estate Group founder shares his Best Ever advice for anyone who might be considering breaking into the industrial or retail spaces. Todd Nepola | Real Estate Background Founder of Current Capital Real Estate Group, a full-service management and leasing company that specializes in commercial retail and industrial spaces...
Apr 04, 2022•34 min•Season 1Ep. 2771
Jeffrey Holst doesn’t have bad days. His commercial real estate journey has been an unconventional one, but today he’s focusing on living his best life, which includes pursuing his passion for value-add multifamily deals — and scuba diving! Jeffrey Holst | Real Estate Background Founder of Old Fashioned Real Estate, a value-add investment company that structures deals as syndications as well as JV deals. Portfolio: 300-unit JV deal GP of an office building, a strip mall, and a 100,000-sq. ft. in...
Apr 03, 2022•32 min•Season 1Ep. 2770
Cherry Street Investments founder Kavitha Baratakke was forced to start over with virtually nothing after a divorce in 2007 followed almost immediately by the stock market crash in 2008. Since then, she transitioned from working full-time in the tech industry to passively investing in multifamily, then crossed over to the GP side where she discovered her passion for talking with and educating other investors. Kavitha Baratakke | Real Estate Background Founder of Cherry Street Investments, an inv...
Apr 02, 2022•30 min•Season 1Ep. 2769
Marine Corps veteran Wesley Yates didn’t even learn about syndication until he attended his first commercial real estate event in 2019. He started his group, VFR Capital Investments, that same year. Wesley Yates | Real Estate Background Co-founder and CEO of VFR Capital Investments, a real estate investment and acquisitions company that is owned and operated by veterans and first responders. Portfolio: GP of 1,510 units for $150M in AUM Based in: Fort Worth, TX Say hi to him at: www.vfrcapitalin...
Apr 01, 2022•28 min•Season 1Ep. 2768
Actively Passive Show host Travis Watts has dedicated his career to investing. After years of working in investor relations, reading hundreds of books from expert authors, listening to podcasts, and attending seminars, he’s compiled the top five fundamental tips he has heard again and again from expert investors. Want more? We think you’ll like this episode: JF2382: Cap Rates, Waterfalls, And Preferred Returns | Actively Passive Investing Show With Theo Hicks & Travis Watts Check out past ep...
Mar 31, 2022•22 min•Season 1Ep. 2767
Ken Gee is a longtime multifamily syndicator who recently started his own fund. Ken tells us what his journey has been like, what he’s learned, and what advice he has for other syndicators looking to make the same transition. Ken Gee | Real Estate Background Founder of KRI Partners, part of the KRI Group of companies, which is a real estate syndication and real estate private equity firm that specializes in the acquisition and management of multifamily apartment assets located in the South. Port...
Mar 30, 2022•30 min•Season 1Ep. 2766
Denver-based Sarah May and Cincinnati-based host Slocomb Reed discuss in-depth how cap rates and population growth impact the way investors operate in their very different respective markets. Sarah May | Real Estate Background Co-founder of Regency Investment Group, which owns and operates apartment communities. Their business model is to buy older properties that are in need of renovation and/or improved management. Portfolio: GP of five properties with over 450 units in Colorado, LP of 1,200+ ...
Mar 29, 2022•32 min•Season 1Ep. 2765
Tim Bratz shares his insights on starting a business, starting over, making your time count, and maintaining balance through it all. Tim Bratz | Real Estate Background Previous episode: JF1471: From Credit Card Investment To A $90 Million Real Estate Portfolio with Tim Bratz CEO and founder of Legacy Wealth Holdings, a multifamily and commercial real estate investment company. Portfolio: GP of 4,000+ doors (approx. $400M) Based in: Charleston, SC Say hi to him at: Legacywealthholdings.com Instag...
Mar 28, 2022•43 min•Season 1Ep. 2764
Ben Suttles, managing partner at Disrupt Equity, faced a problem on his deal: there was 80% occupancy, but only 35% of the tenants were paying rent. Add in the crime rates and drug deals that occurred on the property, and he soon found himself having to do massive turnovers to the complex. Ben shares the lessons learned from this challenging deal and how he was able to turn it around for a profitable outcome. Ben Suttles | Real Estate Background Managing partner at Disrupt Equity, a multifamily ...
Mar 27, 2022•34 min•Season 1Ep. 2763
How do you create a unique short-term rental that will attract renters? Rich Somers, founder of FortuneCribs, reveals his strategy for creating “Instagrammable” STRs, selecting the right market, and pitching to investors. Rich Somers | Real Estate Background Founder of FortuneCribs, which helps clients buy short-term rentals that they design and manage. Managing partner at Pac 3 Capital, a syndication company that buys multifamily and short-term rentals. Portfolio: GP of 295 units Based in: San ...
Mar 26, 2022•26 min•Season 1Ep. 2762
