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. You should get to know yourself, your goals, and your values before tackling investments. But how do you figure out what your core values are? In this episode, Travis shares a simple way to di...
Aug 03, 2023•12 min•Season 1Ep. 3255
Vikram Raya is the CEO and co-founder of Viking Capital, a multifamily boutique with nimble investment sourcing, structuring, execution and asset management capabilities. In this episode, Vikram talks about his transition from life as a practicing cardiologist to a full-time syndicator. He also warns against allowing your profession to become your personality, lessons he learned from bad syndication partnerships, and why you should stop leaning on agencies for your marketing and branding needs. ...
Aug 02, 2023•39 min•Season 1Ep. 3254
Chris Pomerleau is the co-founder and director of investment strategy at LeavenWealth, a lead sponsor of value-add multifamily properties through syndication and JVs. In this episode, Chris discusses his newest project, Rayven, which is a Regulation A fund that is seeking to expand access to real estate investing for non-accredited investors while also saving the planet. He tackles some of the objections to Regulation A funds as well as the major benefits it provides investors. Chris Pomerleau |...
Aug 01, 2023•32 min•Season 1Ep. 3253
Matthew Amabile is the owner of Amabile Investments and host of the Financial Freedom Fast podcast. He is well-known for retiring at the age of 25 through real estate investing. In this episode, Matthew lays out the four-step roadmap for how he achieved financial freedom so early in life, his trick for building relationships to find the best deals, and what to do when you can’t bring capital to the table. Matthew Amabile | Real Estate Background Owner of Amabile Investments and host of the Finan...
Jul 31, 2023•35 min•Season 1Ep. 3252
Aaron Yassin is the director of operations and design & planning at Hive Developers, which develops ground-up condominiums in Brooklyn with a focus on sustainability, energy efficiency, and design. In this episode, Aaron shares how his company maintains profitability in one of the most highly regulated markets in the world when it comes to ground-up construction and multifamily. He also discusses the design elements that are driving the future of development and the major risk factors you ha...
Jul 30, 2023•30 min•Season 1Ep. 3251
Faraz Hemani is the owner of Pebble Ridge Capital, which manages storage facilities with zero onsite staff through technology and automation. In this episode, Faraz talks about his recipe for success when it comes to acquiring and managing 10 self-storage facilities across four states. He also shares why he is expanding into flex industrial and advice for those looking to make the jump from storage. Faraz Hemani | Real Estate Background Owner of Pebble Ridge Capital Portfolio: 10 self-storage fa...
Jul 29, 2023•41 min•Season 1Ep. 3250
Ash Patel is the founder of Invest Beyond Multifamily, which invests in daily-use, necessity-based commercial real estate properties in growth markets. He is also a host of The Best Ever Show podcast. This episode features a recent talk Ash gave at the Best Ever Cincinnati Real Estate Meetup. He discusses the major lessons he’s learned over the past 10 years as a full-time investor and advice for time management and goal setting. Click here to learn more about our sponsors: Techvestor Innago BAM...
Jul 28, 2023•1 hr•Season 1Ep. 3249
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. When you’re trying to grow your net worth and forge a path to success, many people say to mimic the wealthy and successful. Well, most high-net-worth and ultra-high-net-worth individuals have ...
Jul 27, 2023•11 min•Season 1Ep. 3248
Ruben Greth is the managing partner and full-time syndicator at Legacy Acquisitions, which raises capital for commercial real estate syndications. In this episode, Ruben shares his advice for developing an infrastructure around capital raising, how he deals with common objections from LPs, and the many benefits of ground-up development as it relates to build-to-rent projects. Ruben Greth | Real Estate Background Managing partner and full-time syndicator at Legacy Acquisitions Portfolio: 475 door...
Jul 26, 2023•29 min•Season 1Ep. 3247
Shane Thomas is the co-founder and managing partner at Catalyst Equity Partners, which specializes in multifamily real estate investing and repositioning well-located assets. In this episode, Shane shares communication tactics to keep investors primed for potential opportunities when deal flow is down, how he is diversifying with other asset classes while remaining focused on multifamily, and what he would have done differently to scale faster. Shane Thomas | Real Estate Background Co-founder an...
Jul 25, 2023•36 min•Season 1Ep. 3246
Sief Khafagi is the founder of Techvestor, which provides investors with a strategic way to invest in short-term rental investment properties. In this episode, Sief discusses the short-term rental landscape as it stands today and how Techvestor is overcoming some of the common pitfalls many operators are encountering to thrive and build a strong portfolio. He also shares Techvestor’s business plan and how they identify ideal markets for their short-term rental properties. Sief Khafagi | Real Est...
Jul 24, 2023•29 min•Season 1Ep. 3245
Brooke Ceballos-Pinero is the CEO and co-founder of Empower Capital, which empowers people financially where they live, work, and play via passive investment opportunities through multifamily real estate acquisitions focusing on women and marginalized communities. In this episode, Brooke speaks the truth about why there aren’t more women in commercial real estate and how we can change that. She also discusses the power of mentorships and why showing up in person for yourself at events and master...
Jul 23, 2023•37 min•Season 1Ep. 3244
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
