Mike DeHaan is a real estate investor with a focus on direct-to-seller marketing and discounted deals. He is also the host of the Collecting Keys podcast. In this episode, Mike shares why he considers direct mail his “bread and butter,” his targeting strategy, and why consistency is key when it comes to marketing and branding. Mike DeHaan | Real Estate Background Real estate investor with a focus on direct-to-seller marketing and discounted deals. Host of the Collecting Keys podcast. Portfolio: ...
Jan 23, 2023•25 min•Season 1Ep. 3063
Dr. Alex Tam is the founder and owner of Zephyr Equity Group, which specializes in value-add multifamily. In this episode, Alex tells us about his value-add asset management strategies, how to know when it’s time to find a new property manager, and what that transition looked like for his business. Dr. Alex Tam | Real Estate Background Full-time investor, chiropractor, and founder/owner of Zephyr Equity Group, The Streamline Team, Absolute Integrative Physical Medicine, and TeamSky Marketing. Ze...
Jan 22, 2023•26 min•Season 1Ep. 3062
Leslie Anne Morris is an investor and short-term rental property manager focused on creating a passive income source for out-of-state investors. In this episode, Leslie discusses managing short-term rental properties in the Smoky Mountains, navigating the different levels of expectations between short-term and long-term renters, and how she is currently structuring the financing for her properties. Leslie Anne Morris | Real Estate Background Investor and short-term rental property manager in the...
Jan 21, 2023•25 min•Season 1Ep. 3061
Cowboy Joe Marques is an influencer, professional speaker, and educator who has invested in numerous development projects across the U.S. including turnkey subdivisions, multifamily, 5,000-bed crew lodges, gulf-front condos, resorts, commercial buildings, and mixed-use spaces. In this episode, Cowboy Joe shares the two biggest mistakes he sees investors making right now, the importance of having adequate reserves in case of a market shift, and his top three pieces of advice for investors seeking...
Jan 20, 2023•25 min•Season 1Ep. 3060
Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis shares a fresh perspective on how to determine whether you should be an active investor, a passive investor, or a combination of the two. Join the newsletter for expert...
Jan 19, 2023•11 min•Season 1Ep. 3059
Taylor Loht is the founder of NT Capital Group and host of The Passive Wealth Strategy Show podcast. In this episode, he tells us why he switched his investment strategy from the stock market to real estate, how he vets potential operators before placing capital in their deals, and his Best Ever advice for new syndicators that are looking to scale. Taylor Loht | Real Estate Background Founder of NT Capital Group, which deals with apartment syndication and self-storage, and host of The Passive We...
Jan 18, 2023•31 min•Season 1Ep. 3058
Ed Fernandez is the CEO of 1031 Crowdfunding, which is responsible for raising $800M of equity from individuals and institutional investors through private and public real estate offerings. In this episode, Ed discusses how his company has become the leading real estate crowdfunding platform for 1031 exchanges, how investors can access the platform, and what industry problems this strategy is solving. Ed Fernandez | Real Estate Background CEO of 1031 Crowdfunding, which is responsible for raisin...
Jan 17, 2023•32 min•Season 1Ep. 3057
Ricardo Torres is the co-founder and CEO of Vectored Equity, which primarily focuses on syndications and funds. In this episode, he shares what motivated him to purchase a laundromat, the pros and cons of owning a small business, and the ins and outs of securing a small business acquisition loan. Ricardo Torres | Real Estate Background Co-founder and CEO of Vectored Equity, which primarily focuses on syndications and funds. Portfolio: GP of 163 units totaling $28M in AUM Works full time as an EC...
Jan 16, 2023•36 min•Season 1Ep. 3056
Kip Sowden is the CEO at RREAF Holdings, which works in multifamily, hospitality, ground-up construction, single-family, build-to-rent, master-planned communities, and more. In this episode, he tells us about the biggest lessons he’s learned throughout his 37 years in real estate, his advice for investors experiencing their first market downturn, and why he believes the South and Southeast U.S. will have a softer landing in the years ahead. Kip Sowden | Real Estate Background CEO at RREAF Holdin...
Jan 15, 2023•24 min•Season 1Ep. 3055
Brad Simtob is the founder of Simtob Management & Investment LLC, which purchases value-add multifamily in the Midwest. In this episode, he discusses the factors that helped him to nearly triple his unit count in 2022: Managing all of his properties in-house. Hiring a regional property manager. Staying within a focused scope when seeking out new deals. Using the Entrepreneurial Operating System (EOS) to maintain focus. Consistently prioritizing a healthy work/life balance for his team. Brad ...
Jan 14, 2023•24 min•Season 1Ep. 3054
Cris Burnam is the CEO of StorageMart, a self-storage business team deploying technology with over 100 collective years of experience. In this episode, Cris shares his thoughts on how interest rate increases have impacted self-storage deals, what makes self-storage recession-resistant, and the opportunities he sees for this asset class in 2023. Cris Burnam | Real Estate Background CEO of StorageMart, a self-storage business team deploying technology with over 100 collective years of experience. ...
Jan 13, 2023•27 min•Season 1Ep. 3053
Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis discusses the parallels between the game of Monopoly and real-life real estate investing. He highlights a few key takeaways from this comparison: The game starts with e...
Jan 12, 2023•9 min•Season 1Ep. 3052
Nick and Elaine Stageberg are the owners of Black Swan Real Estate, a real estate private equity firm that buys deep value-add residential real estate ranging from distressed single-family homes to large class-A apartment buildings and ground-up construction. In this episode, Nick and Elaine tell us how they raise capital without targeting a defined hold period or IRR, why they built their business model around putting their investors’ needs first, and how they find deals with the potential for ...
Jan 11, 2023•42 min•Season 1Ep. 3051
Corey Chonsky is a full-time real estate investor and multifamily syndicator at Fair Winds Capital, a real estate investment firm that purchases value-add multifamily properties through JV or syndicated partnerships. In this episode, Corey discusses how forming partnerships helped him 10x his unit count, why he and his partners are transitioning to a fund model, and his advice for finding great partners. Corey Chonsky | Real Estate Background Retired Navy and full-time real estate investor and m...
Jan 10, 2023•25 min•Season 1Ep. 3050
Jimmy Edwards owns High Five Multifamily, which sources, acquires, and manages multifamily assets in the B- and C-class space. In this episode, he shares the pain points that motivated him to scale his business, how he builds relationships with brokers, and how he learned the hard lesson of knowing when to walk away from a deal. Jimmy Edwards | Real Estate Background Owner of High Five Multifamily, which sources, acquires, and manages multifamily assets in the B- and C-class space. Previous epis...
Jan 09, 2023•26 min•Season 1Ep. 3049
Anna-Marie Lieb is the head of Multi-housing at CrowdStreet, where her team identifies and renews potential multifamily, student housing, and BTR offerings. In this episode, Anna-Marie tells us what kind of investors and operators access CrowdStreet, why sponsors with established track records choose to use the platform, and how the state of the economy is impacting CrowdStreet’s investor base. Anna-Marie Lieb | Real Estate Background Head of Multi-housing at CrowdStreet, where her team identifi...
Jan 08, 2023•28 min•Season 1Ep. 3048
Nancy Huynh, MD, is the founder and CEO of Clear Vision Investing, a co-GP of value-add apartment syndications that donates nearly half of its company profits to cure preventable blindness. In this episode, Nancy discusses why she chose to invest in the Cincinnati market while based in Atlanta, how she learned the importance of knowing your sponsor as a passive investor, and why she believes learning to pivot is the best real estate investing advice ever. Nancy Huynh, MD | Real Estate Background...
Jan 07, 2023•24 min•Season 1Ep. 3047
Brian Tobler is a commercial broker at Malman Commercial Real Estate, which focuses on investment sales opportunities through buyer/seller representation. In this episode, Brian shares why he left the commercial real estate banking industry after 15 years, his thoughts on the future of the multifamily and industrial asset classes, and more. Brian Tobler | Real Estate Background Commercial broker at Malman Commercial Real Estate, which focuses on investment sales opportunities through buyer/selle...
Jan 06, 2023•24 min•Season 1Ep. 3046
Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis shares his perspective on what it means to be rich versus wealthy, an admittedly subjective topic. He explains why being rich is often associated with active income whi...
Jan 05, 2023•12 min•Season 1Ep. 3045
Arti Shah works at Invest Beyond Multifamily, which invests in necessity-based commercial real estate properties in growth markets. In this episode, she tells us how syndicators can get the attention of family offices, the intensive vetting process family offices go through when vetting deals, and why these groups are increasing capital reserves to take advantage of what is likely to come in the market. Arti Shah | Real Estate Background Works at Invest Beyond Multifamily, which invests in neces...
Jan 04, 2023•37 min•Season 1Ep. 3044
Emily Zhu is the CMO of New Empire Corp, which is dedicated to all the marketing and sales of over $500M in new development condos and commercial spaces in Manhattan, Brooklyn, and Long Island City. In this episode, Emily discusses the advantages and challenges of developing commercial real estate in New York, the three ways she markets to investors, and how first-floor retail can be beneficial. Emily Zhu | Real Estate Background CMO of New Empire Corp, which is dedicated to all the marketing an...
Jan 03, 2023•31 min•Season 1Ep. 3043
Connor Gross is the owner of Atlas Storage, which buys and sells self-storage facilities. In this episode, he shares what three aspects drew him to invest in self-storage over other asset classes that he considered, why he recommends screening local property managers aggressively, and how to set local property managers up for success. Connor Gross | Real Estate Background Owner of Atlas Storage, which buys and sells self-storage facilities. Portfolio: 350 units Based in: New York City (operates ...
Jan 02, 2023•24 min•Season 1Ep. 3042
John McNellis is the principal at McNellis Partners, a commercial development firm. In this episode, he tells us why he thinks 2023 will be a challenging year for real estate, his thoughts on the current state of office and multifamily, his advice for beginners investing in retail, and why he believes real estate success is all about supply constraints. John McNellis | Real Estate Background Principal at McNellis Partners, a commercial development firm. Previous episodes: JF2470: How to Develop ...
Jan 01, 2023•40 min•Season 1Ep. 3041
Andrea Foley is the CEO/CFO of Generational Wealth Capital, which specializes in reimagining hospitality for long-term wealth. In this episode, she discusses how she is building wealth by purchasing mom-and-pop hotels in smaller towns and converting them into multifamily apartment buildings. Andrea Foley | Real Estate Background CEO/CFO of Generational Wealth Capital, which specializes in reimagining hospitality for long-term wealth. She is currently on her second hotel-to-multifamily conversion...
Dec 31, 2022•31 min•Season 1Ep. 3040
Don Spafford is a partner at Happy Camper Capital, which syndicates RV resort vacation campgrounds and marinas. In this episode, he shares why he primarily focuses on investor relations despite his financial background, how the build-to-rent and campground asset classes fulfill different needs for different investors, and how his passion for helping people has shaped his real estate career. Don Spafford | Real Estate Background Partner at Happy Camper Capital, which syndicates RV resort vacation...
Dec 30, 2022•28 min•Season 1Ep. 3039
Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. Some people get scared when they hear the word ‘recession,’ but recessions are where so many millionaires and billionaires have made the majority of their money. In this episode, Travis identi...
Dec 29, 2022•10 min•Season 1Ep. 3038
Randy Smith is the founder of Impact Equity, a fund-to-fund manager that helps W-2 employees decrease dependence on W-2 income. In this episode, Randy tells us how being laid off after 25 years in corporate America prompted him to accelerate his real estate career, the telltale signs that indicate how an operator is likely to perform, and how he is qualifying GPs in today’s rising rate environment. Randy Smith | Real Estate Background Founder of Impact Equity, a fund-to-fund manager that helps W...
Dec 28, 2022•34 min•Season 1Ep. 3037
Serena Holmes is a full-time investor who previously ran her own brand experience agency for 18 years and sold it in February to focus on real estate. She is also the author of The Accidental Entrepreneur . In this episode, Serena discusses her passive investing experience, the lessons she’s learned from investing with different groups, and the successes and challenges she’s faced along the way. Serena Holmes | Real Estate Background Full-time investor who previously ran her own brand experience...
Dec 27, 2022•23 min•Season 1Ep. 3036
Jordan Fisher is the principal at Next Wave Investors, a Southern California-based private equity investment firm with a specialized focus on value-add multifamily investments. In this episode, he shares how he’s grown his investor base organically, how he plans to formalize and boost his fundraising, and why he thinks trying to save money on payroll is a bad idea. Jordan Fisher | Real Estate Background Principal at Next Wave Investors, a Southern California-based private equity investment firm ...
Dec 26, 2022•37 min•Season 1Ep. 3035
Hiron Fernando is a civil engineer who also works with NuRoads Investments LLC, a company that invests in single-family and multifamily properties. In this episode, he tells us about investing in the stock market as a sophomore in college, what drew him to real estate, and his experience as a GP of 50 units in a fractured condo complex. Hiron Fernando | Real Estate Background Civil engineer who also works with NuRoads Investments LLC, a company that invests in single-family and multifamily prope...
Dec 25, 2022•28 min•Season 1Ep. 3034
