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
Rama Krishna Chunchu is the founder of Rama Real Estate and Rama: Usha Investment Group, which invests in value-add multifamily deals. In this episode, he discusses how he achieved his goal of becoming a multifamily syndicator, becoming a passive multifamily investor to establish credibility before going active, and how persistence and consistency have helped him in his career. Rama Krishna Chunchu | Real Estate Background Founder of Rama Real Estate and Rama: Usha Investment Group, which invest...
Dec 24, 2022•28 min•Season 1Ep. 3033
Derek Dombeck is the co-owner of Best REI Funding, a private money lending company. In this episode, he shares how he reinvented himself and his business after losing everything in the Great Recession, why he’s not a fan of banks, and how working alongside borrowers as a financial partner has helped him maintain a low default rate. Derek Dombeck | Real Estate Background Co-owner of Best REI Funding, a private money lending company. Portfolio: Two mineral quarries Several residential complexes Ba...
Dec 23, 2022•31 min•Season 1Ep. 3032
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 how, as a passive investor or limited partner in a syndication or real estate private placement, you must first decide which asset class(es) you want to inves...
Dec 22, 2022•16 min•Season 1Ep. 3031
Daniel Apke is the owner of Land Investing Online, a company that purchases off-market land deals and sells them for market value. In this episode, he tells us how he got into the business of land investing, what he looks for in a deal, which buyers and sellers he tends to target, and common pitfalls to avoid in this asset class. Daniel Apke | Real Estate Background Owner of Land Investing Online, a company that purchases off-market land deals and sells them for market value. Portfolio: GP of 55...
Dec 21, 2022•29 min•Season 1Ep. 3030
Melanie Bajrovic is an entrepreneur, real estate investor, international best-selling author, speaker, and educator. She went from being a waitress to owning multiple investment properties, became a millionaire at the age of 27, and is the author of The Wealthy Barmaid: From Minimum Wage to Millionaire . In this episode, Melanie discusses why she loves to self-manage her properties, how her Airbnb became her most profitable investment, and the net income she receives from each of her properties ...
Dec 20, 2022•30 min•Season 1Ep. 3029
August Biniaz is the co-founder of CPI Capital, an investment firm focused on multifamily value-add assets. In this episode, he shares his business approach from a marketing standpoint, how he approaches building and nurturing relationships with investors, and which tactics have worked best for him. August Biniaz | Real Estate Background Co-founder of CPI Capital, an investment firm focused on multifamily value-add assets. CPI Capital is a Canadian-based real estate investment firm with a mandat...
Dec 19, 2022•25 min•Season 1Ep. 3028
Carlos Salguero is a professional real estate investor and mentor who runs CS3 Investments, which is on track to acquire $1B worth of real estate properties. In this episode, he discusses how he scaled from a fourplex to 1,000 units in one year and his biggest challenges in scaling and increasing his unit count across various markets. Carlos Salguero | Real Estate Background Professional real estate investor and mentor who runs CS3 Investments, which is on track to acquire $1B worth of real esta...
Dec 18, 2022•30 min•Season 1Ep. 3027
David Cruz-Palmer is the principal at Corridor Capital Partners, an industrial real estate investment company. In this episode, David tells us how he gained a competitive advantage as a warehouse investor using his understanding of supply-constrained markets, his ability to recognize and take advantage of market inefficiencies, and going directly to the seller whenever possible. David Cruz-Palmer | Real Estate Background Principal at Corridor Capital Partners, an industrial real estate investmen...
Dec 17, 2022•21 min•Season 1Ep. 3026
Robert Band is Vice President of Commercial Insurance at AssuredPartners, one of the fastest-growing insurance brokers in the U.S. that uses risk reduction tools to reduce property and liability risk and premiums. In this episode, he shares his insights on the insurance industry, what drew him to become a risk advisor, and why he is so passionate about his work. Robert Band | Real Estate Background Vice President of Commercial Insurance at AssuredPartners, one of the fastest-growing insurance br...
Dec 16, 2022•24 min•Season 1Ep. 3025
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 why he believes track record is the most important due diligence metric. Using stocks and real estate private placements as examples, he explains how to prope...
Dec 15, 2022•11 min•Season 1Ep. 3024
Isaac Chiang is the founder of The Jackson Property Holdings LLC, which conducts value-add, tenancy stabilization, and value preservation for multifamily apartments. In this episode, he shares how he built and sold a semiconductor sales company in Dubai before becoming a New York-based real estate investor, his rationale behind shifting asset classes in order to support his retirement goal, and why he’s on the hunt for a unicorn for his next deal. Isaac Chiang | Real Estate Background Founder of...
Dec 14, 2022•19 min•Season 1Ep. 3023
Emma Powell is the owner of Highrise Group, where she works as a multifamily owner, operator, and capital raiser. In this episode, she tells us about the investing strategies she has used to work toward her goal of becoming a purely passive investor, the deals she’s doing right now, and how her biggest financial loss helped her pivot her business in a major way. Emma Powell | Real Estate Background Owner of Highrise Group, where she works as a multifamily owner, operator, and capital raiser. She...
Dec 13, 2022•31 min•Season 1Ep. 3022
Galit Ventura-Rozen has multiple businesses and has been a broker/owner for over 25 years. In this episode, she discusses her 25+ years of experience in real estate, how being asset agnostic allows her to focus on finding great deals with great returns, and why she’s recently been shifting into development. Galit Ventura-Rozen | Real Estate Background Has multiple businesses and has been a broker/owner for over 25 years. Portfolio: Self-storage Land Office Retail Development Based in: Las Vegas,...
Dec 12, 2022•32 min•Season 1Ep. 3021
Tilden Moschetti is the managing partner of Moschetti Syndication Law Group, a boutique syndication law firm. In this episode, he shares his expertise on securities law, the different deal structures he’s seen, and some of the common mistakes he’s seen clients make. Tilden Moschetti | Real Estate Background Managing partner of Moschetti Syndication Law Group, a boutique syndication law firm. Based in: Raleigh, NC, and Los Angeles, CA Say hi to him at: moschettilaw.com Join the newsletter for the...
Dec 11, 2022•23 min•Season 1Ep. 3020
Litan Yahav is the co-founder of Vyzer, a digital-first, holistic solution that helps investors track, monitor, and gain insights into where their money is going and how to best maximize its potential. In this episode, he discusses his passion for investing in real estate syndications as a limited partner, what inspired him to create Vyzer, and how operators he’s invested with have earned his trust. Litan Yahav | Real Estate Background Co-founder of Vyzer, a digital-first, holistic solution that...
Dec 10, 2022•24 min•Season 1Ep. 3019
Craig Stevens is the founder and president of Groundbreaking Real Estate and Shore Term Rentals. In this episode, he tells us how he left his insurance career to take on real estate, working his way up from the bottom by educating himself in order to become a successful capital raiser and owner of his own property management company. Craig Stevens | Real Estate Background Founder and president of Groundbreaking Real Estate and Shore Term Rentals. Groundbreaking Real Estate works with trusted syn...
Dec 09, 2022•40 min•Season 1Ep. 3018
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 an impactful and profound piece of advice he once received from a mentor: Double down on what’s working. He explains why this advice has been so life-changing fo...
Dec 08, 2022•12 min•Season 1Ep. 3017
Rinku Patel works at Invest Beyond Multifamily, which invests in necessity-based commercial real estate properties in growth markets. She is also starting a women-only CRE Mastermind with the goal to empower women to get into commercial real estate. In this episode, she discusses her journey from the restaurant industry to commercial real estate investing, tips she’s picked up along the way, and the nuances of women in commercial real estate. Rinku Patel | Real Estate Background Works at Invest ...
Dec 07, 2022•37 min•Season 1Ep. 3016
