Jim Fredo is the key principal and founder of Spring Capital Partners, which employs the BRRRR method to add value and refinance funds quickly, holding long-term for cash flow. In this episode, Jim shares his business plan and timeline for cash-out refinancing on multifamily deals, what he learned from a recent 28-unit purchase, and how he’s overcome the biggest struggle of finding adequate contractors to cover the renovations. Jim Fredo | Real Estate Background Key principal and founder of Spri...
Jul 22, 2023•24 min•Season 1Ep. 3243
Christine Hsu is the co-founder and COO of Noblivest, which is a syndication and fund that invests in commercial real estate, offering passive income opportunities to accredited investors who are interested in minimizing risk and maximizing cash flow. In this episode, Christine discusses the importance of due diligence when it comes to vetting deals, investors, and syndicators. She also shares her tips for attracting investors outside of your circle and why it’s important to always remember your...
Jul 21, 2023•30 min•Season 1Ep. 3242
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 dilemma many Americans face by not investing enough, and instead being sucked into the power of consumer culture. He shares his experience with living bel...
Jul 20, 2023•12 min•Season 1Ep. 3241
Corey Peterson is the CEO of Kahuna Investments, which is focused on income-producing multifamily opportunities in stable and emerging U.S. markets. They target high-yield passive cash flow and long-term capital appreciation through strategic acquisition and superior asset management. In this episode, Corey talks about how to create productive relationships with brokers, why he chose to vertically integrate his property management company, and how he would advise a new investor to approach raisi...
Jul 19, 2023•39 min•Season 1Ep. 3240
Arn Cenedella is the founder of Spark Investment Group, which helps people leverage passive real estate investments to grow their wealth, simplify their portfolios, and create the lives they’ve always wanted to live. In this episode, Arn reflects on his 40+ years of real estate investing experience to share what he’s learned from going through several market cycles. He also discusses what to focus on as a young investor and how that should change as you age. Arn Cenedella | Real Estate Backgroun...
Jul 18, 2023•34 min•Season 1Ep. 3239
Rachael Jones is the founder of Clover Capital Group, which syndicates B- and C-class, value-add multifamily and mobile home parks primarily in the Charlotte MSA. In this episode, Rachael shares her journey from being an engineer managing global projects to a real estate investor with $15 million in AUM. She also discusses her creative solution to a mobile home park investment with four vacant lots and lessons she learned from a non-performing property manager. Rachael Jones | Real Estate Backgr...
Jul 17, 2023•34 min•Season 1Ep. 3238
Peter Neill & Ron Lockhart are the co-founders and partners at GSP REI, a vertically integrated real estate investment firm focusing on affordable and workforce single-family rentals and non-performing loans. In this episode, Peter and Ron share why they chose to build a $55 million portfolio of affordable housing and non-performing loans. They also share why they use a vertical integration approach to investing and how they are able to return an average of 20%–23% to investors annually. Pet...
Jul 16, 2023•38 min•Season 1Ep. 3237
Isaac Sebbag is the founder of Golden Sky Equities, which generates long-term value through strategic renovations in the condo and multifamily sectors with a focus on the New Jersey and Florida markets. In this episode, Isaac shares his expert insights on condo conversion projects, including what makes an ideal condo, amenities to focus on, and ground-up vs. value-add deals. He also discusses how he uses LinkedIn to attract investors and structures deals depending on the level of value-add invol...
Jul 15, 2023•31 min•Season 1Ep. 3236
James Eng is the national director of Old Capital, a commercial mortgage broker. In this episode, James discusses the landscape of commercial lending, especially why many investors transitioned from bridge loans to fixed-rate loans over the past few years. He also shares the true purpose of a bridge loan and shares strategies for how investors can approach the refinance process on a bridge loan in 2023. James Eng | Real Estate Background National director of Old Capital Portfolio: GP and LP posi...
Jul 14, 2023•29 min•Season 1Ep. 3235
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 benefits of passive income versus traditional earned income, specifically the tax advantages that many use to preserve their wealth such as depreciation, ...
Jul 13, 2023•14 min•Season 1Ep. 3234
Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. In this episode, Veena gives a mini masterclass in marketing for operators, GPs, and capital raisers. She discusses how her team uses AI to maximize efficiency, her “secret sauce” for raising capital, and things that make her cringe about multifamily investing. Veena Jetti | Real Estate Background Founding Partner of Vive Funds Portfolio: ...
Jul 12, 2023•43 min•Season 1Ep. 3233
Toby Mathis is the founding partner of Anderson Law Group and managing partner of Anderson Business Advisors, which helps entrepreneurs around the world live lives free from the burden of financial imprisonment through wealth creation. In this episode, Toby guides listeners through the complicated world of tax codes and asset protection, providing expert insights into how to shelter your assets properly to reduce risk and preserve wealth. Toby Mathis | Real Estate Background Founding partner of ...
Jul 11, 2023•46 min•Season 1Ep. 3232
Brian C. Adams is the president and founder of Excelsior Capital, an owner-operator sponsor of commercial light industrial, flex space, and medical office properties. In this episode, Brian discusses the struggles he’s faced building a $275 million portfolio, why he prefers flex, light industrial, and medical properties, and how LPs can do next-level due diligence on GPs before committing to a deal. Brian C. Adams | Real Estate Background President and Founder of Excelsior Capital Portfolio: $27...
Jul 10, 2023•28 min•Season 1Ep. 3231
AJ Osborne is the CEO and founder of Cedar Creek Capital, which is a vertically integrated real estate private equity firm specializing in the acquisition, development, and management of self-storage facilities. In this episode, AJ discusses what caused the self-storage asset class to peak and drop in the last few years and why his firm’s buying behavior has changed completely as a result. AJ Osborne | Real Estate Background CEO & Founder of Cedar Creek Capital Portfolio: $300 million AUM 3 ...
Jul 09, 2023•37 min•Season 1Ep. 3230
Ross Metz is the co-founder of SIMCAP Holdings, which is a midwest asset management group with a focus on residential multifamily investing. In this episode, Ross shares how he built his portfolio up to 148 units in 15 months and how he structured a unique partnership with his property manager that ensures both of their paths to growth and profitability. Ross Metz | Real Estate Background Co-Founder of SIMCAP Holdings and SIMCAP Management Portfolio: 148 multifamily units Personal portfolio of r...
Jul 08, 2023•24 min•Season 1Ep. 3229
Michael Flight is the CEO of Liberty Real Estate Funds and principal of Concordia Realty, the world’s first net lease security token fund. In this episode, Michael shares three key factors required in doing due diligence on a NNN property, tips for investors pivoting into retail, and how to attract national tenants to your retail centers. Michael Flight | Real Estate Background CEO of Liberty Real Estate Funds and founding principal of Concordia Realty Portfolio: NNN and single-tenant retail $5M...
Jul 07, 2023•42 min•Season 1Ep. 3228
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 significance of risk-adjusted returns. Using real-world examples, Watts urges listeners to balance the allure of high returns with potential risks, emphas...
Jul 06, 2023•13 min•Season 1Ep. 3227
Chad Freeman is the founder of MHPinvestors, which purchases undervalued and mismanaged mobile home parks and brings them back to life. He is a returning guest to the podcast, and in this episode, Chad discusses the advantages mobile home parks provide as opposed to other asset classes and how his business plan has evolved over the past year to accommodate for lower deal flow and higher interest rates. Chad Freeman | Real Estate Background Founder of MHPinvestors Portfolio: 150 mobile home space...
Jul 05, 2023•27 min•Season 1Ep. 3226
Patrick Grims is the CEO of Invest on Main Street, which allows investors to passively invest in syndications for alternative assets. In this episode, Patrick shares his whirlwind journey from high-tech engineer to real estate investor, which includes losing everything in the 2008 housing crisis. He also shares the importance of learning to trust others and educating investors on the history of market cycles. Patrick Grimes | Real Estate Background CEO of Invest on Main Street Portfolio: $647 mi...
Jul 04, 2023•39 min•Season 1Ep. 3225
Marc Rutzen is the CEO of HelloData.ai, a platform that automates the due diligence process for real estate investors. In this episode, Marc discusses the disruption potential AI has in the real estate industry and how HelloData.ai works to mitigate the mundane and manual tasks associated with the due diligence process of real estate investing. Marc Rutzen | Real Estate Background CEO of HelloData.ai Based in: Chicago Say hi to him at: LinkedIn hellodata.ai Best Ever Book: The Innovation Stack b...
Jul 03, 2023•29 min•Season 1Ep. 3224
Kyle Stevie is the co-founder of Sparen Capital, a concierge-style realty service that buys and sells properties through market-driven data analytics and a deep understanding of client needs. In this episode, Kyle takes a deep dive into a deal he spearheaded in 2020 to renovate and stabilize a historic building from 1908. He shares the construction timeline, the unique loan structure, and the one renovation that set the project back nearly a year. Kyle Stevie | Real Estate Background Co-founder ...
Jul 02, 2023•30 min•Season 1Ep. 3223
Kyle Root is the founder of Empire Estates and KJ Coaching. He owns 68 units of single-family and small multifamily properties in the Green Bay and Milwaukee areas. In this episode, Kyle shares his strategy for scaling a residential portfolio, which preserves cash flow and allows him to “trade up” to newer properties. Kyle also shares the journey of starting his own construction company and the advice he has for other operators looking to bring those services in-house. Kyle Root | Real Estate Ba...
Jul 01, 2023•33 min•Season 1Ep. 3222
Anjesh Dubey is the co-founder of Dubey Investor Group, which helps high-income professionals to learn about passive investing and diversifying their portfolio. He is also a software engineer with 14 years of experience leading global teams. In this episode, Anjesh shares his journey from investing in single family homes in the Bay Area to multifamily syndications and the power of utilizing economies of scale and capital. He also discusses the two questions he would ask general partners before i...
Jun 30, 2023•28 min•Season 1Ep. 3221
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 whether you can make money in an economic environment where interest rates are higher than cap rates. Does it make sense to pay more for your debt than the pr...
Jun 29, 2023•13 min•Season 1Ep. 3220
David Lecko is the CEO of DealMachine, an app designed to help real estate investors and professionals streamline and automate the process of finding and contacting property owners. In this episode, David discusses the pain points he encountered as an investor that inspired him to create DealMachine, how AI is revolutionizing the world of real estate investing, and three practical steps you can take today to incorporate AI into your life. David Lecko | Real Estate Background CEO of DealMachine P...
Jun 28, 2023•28 min•Season 1Ep. 3219
Brett Swarts is the founder of Capital Gains Tax Solutions, which helps investors pursue their financial goals while navigating the exit of their highly appreciated assets and solving their capital gains tax challenges. In this episode, Brett explains how deferred sales trusts work as an alternative to 1031 exchanges, deferring capital gains taxes while still allowing investors access to the cash from their property sale. Brett Swarts | Real Estate Background Founder of Capital Gains Tax Solutio...
Jun 27, 2023•33 min•Season 1Ep. 3218
Bonus Operations is a series hosted by apartment owner/operator and Best Ever Show host, Slocomb Reed. In each five- to ten-minute episode, Slocomb provides his top takes for executing your business plan and maintaining cash flow. In this episode, Slocomb introduces the '200 unit months of operation' concept to predict when a rental property portfolio stabilizes. It emphasizes long-term planning, particularly for small landlords, and discusses the influence of vacancy rates on net operating inco...
Jun 26, 2023•12 min•Season 1Ep. 3217
Tim Donofrio is the owner of Allocated Assets, a CRE investment and commercial property management company that works through word of mouth. In this episode, Tim discusses his theories on why property management companies have such a bad reputation, what investors should do to properly vet property managers, and how his company succeeds despite doing no formal marketing. Tim Donofrio | Real Estate Background Owner of Allocated Assets Portfolio: Minority stake across multiple properties Based in:...
Jun 25, 2023•39 min•Season 1Ep. 3216
Nathan Walldorf is a multifamily property investor with Walldorf Capital Ventures, which buys class B and C, value-add apartment buildings of 100-plus units. In this episode, Nathan discusses the underwriting guidelines keeping their deals ahead of projections, the biggest challenges they’ve faced in the Dallas market this year, and how they are dealing with properties under bridge loans. Nathan Walldorf | Real Estate Background Multifamily property investor with Walldorf Capital Ventures Portfo...
Jun 24, 2023•21 min•Season 1Ep. 3215
Rod Khleif is the director of Lifetime CashFlow Academy, host of the Lifetime Cashflow Through Real Estate Investing Podcast, and director of acquisitions for CRE Equity Capital. In this episode, Rod talks about how investors can prepare themselves for what’s possibly to come in the next 12 months, what he learned from losing $50 million in the Great Recession, and why he believes we could be headed into the greatest real estate opportunities of our lifetime. Rod Khleif | Real Estate Background ...
Jun 23, 2023•35 min•Season 1Ep. 3214
