Starting out as an underwriter fresh out of college, Justin Goodin started to teach himself about commercial real estate investing, relying heavily on YouTube and local meet-ups. The hard work paid off, and today he is a GP on 400 units. In this episode, Justin shares how he found his first deal, sourced investors, and created an effective direct mail campaign that helped him close an off-market deal. Founder/CEO of Next Level Equity. They focus on capital preservation while striving to deliver ...
Jan 05, 2022•30 min•Season 1Ep. 2682
In just 100 days, John Casmon closed $20,000,000 in multifamily deals. In this episode, John discusses how to find good deals during a pandemic, how to adapt your strategy, and how he was able to close on his profitable deals in such a short amount of time. John Casmon | Real Estate Background Founder of Casmon Capital Group which aims to help busy professionals invest in real estate without taking on a second job, focusing on multifamily investments. Portfolio: $40MM as GP. Total investment exp...
Jan 04, 2022•28 min•Season 1Ep. 2681
Shawn DiMartile stepped away from a six-figure salary as an air traffic controller to focus on commercial real estate full-time, and the risk has paid off. In 2021, he was able to 10x his portfolio with multifamily syndications, and currently has $27,000,000 in AUM. In this episode, Shawn shares how he found the deals that 10x his portfolio and the strategies he’s using to raise cash flow. Shawn DiMartile | Real Estate Background Managing Partner at Pac 3 Capital where they syndicate multifamily...
Jan 03, 2022•26 min•Season 1Ep. 2680
Over the past 16 years, Matt Picheny has learned a lot about active and passive investing. In this episode, Matt shares how he scaled as an investor, starting with his first deal as a limited partner and what lessons he’s learned along the way. Matt Picheny | Real Estate Background Founder of Picheny, which syndicates multifamily investments. Portfolio: Over 8,000 units total: 2,337 as a GP, approx. 6,000 as an LP. 16 years of real estate experience Based in: Brooklyn, NY Say hi to him at: https...
Jan 02, 2022•29 min•Season 1Ep. 2679
Elijah Vo went from working full-time in the Air Force to becoming a full-time active investor. In this episode, he shares how he got into multifamily syndication and how he finds deals that will fund his retirement income. Elijah Vo | Real Estate Background Partner at Atlas Multifamily Group, who help investors build generational wealth as a passive investor in multifamily real estate syndication. Portfolio: Operates 700 doors Used to work full-time in the Air Force, but after retirement, he be...
Jan 01, 2022•22 min•Season 1Ep. 2678
We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Hunter Thompson shares how you can utilize the Fund of Funds model to scale your business. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your...
Dec 31, 2021•23 min•Season 1Ep. 2677
In Travis Watt’s experience coaching and mentoring others in passive investing, he finds that there is one fundamental piece of advice that many investors fail to follow. In this episode, Travis shares his personal philosophy combined with Robert Kiyosaki’s method from Rich Dad Poor Dad for approaching asset and liability management. Want more? We think you’ll like this episode: JF2468: Following the Cash in Asset Management with Dave Sherbal Check out past episodes of the Actively Passive Inves...
Dec 30, 2021•14 min•Season 1Ep. 2676
When Sam Giordano first set out to invest in real estate, he wanted to find a way to minimize risk in any deal he joined as a limited partner. After creating a spreadsheet that helped him perform this risk-analysis, Sam quickly realized this was information other passive investors could use. In this episode, Sam discusses the syndication deal analyzer he created, along with the main red flags passive investors should look out for before closing on a deal. Sam Giordano | Real Estate Background Co...
Dec 29, 2021•26 min•Season 1Ep. 2675
Jenny Gou and Steve Louie both started out working in corporate with sales-focused jobs. After seeing the benefits of real estate investing, and the scaling they could have in multifamily, they partnered together and within 10 months, they had found and secured their first two deals as partners, closing on the same day. In this episode, Jenny and Steve share what makes their partnership a success, and the details involved with sourcing and managing these deals. Jenny Gou and Steve Louie | Real E...
Dec 28, 2021•28 min•Season 1Ep. 2674
Zain Jaffer transitioned from the tech space into commercial real estate, bringing with him a unique perspective on sourcing deals, forming partnerships, and streamlining systems to cut down on revenue and time cost. In this episode, Zain shares why trust among investors is vital to finding deals and how gatekeeping advice can harm not only your reputation, but future opportunities. Zain Jaffer | Real Estate Background General Partner at Bluefield Capital Portfolio: GP on 400 units in family off...
Dec 27, 2021•37 min•Season 1Ep. 2673
David Olds began investing in 2002 when he and his wife flipped their first house. Seeing the benefits of investing, David started to seek bigger deals in commercial real estate. Today, he has accumulated over 100 rental properties and continued to flip, having wholesaled over 1,000 deals. In this episode, David shares his secrets to wholesaling, how he survived two recessions, and how to maximize deals during market downturns. David Olds | Real Estate Background Founder of Nationwide Property L...
Dec 26, 2021•36 min•Season 1Ep. 2672
Have you ever thought about tokenizing your assets? For Shannon Robnett, it’s a no brainer; these smart contracts help provide transparency on the asset, minimize issues with liquidation, and overall are easier to manage. In this episode, Shannon shares the benefits of tokenizing your commercial real estate assets. Shannon Robnett | Real Estate Background Founder of Shannon Robnett Industries, which specializes in the acquisition of development land, and entitling it. Once ready for construction...
Dec 25, 2021•27 min•Season 1Ep. 2671
We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Ryan Smith, John Chang, Hunter Thompson, and Neal Bawa have a lively debate about whether interest rates will rise over the coming year. Ryan Smith: http://elevationcapitalgroup.com/ John Chang: www.marcusmillichap.com Hunter Thompson: https://asymcapital.com/ Neal Bawa: https://grocapi...
Dec 24, 2021•52 min•Season 1Ep. 2670
We typically hear that if we follow our passions, that will naturally lead us to success. However, in today’s episode, Travis questions the validity of this advice. What if you turn out to be bad at your passion? Or, what if you lose steam for your passion–what are you left with then? Take a walk with Travis as he discusses the idea of chasing your passion vs. chasing an opportunity. Want more? We think you’ll like this episode: JF2407: Find Your Real Estate Passion with Kristen Ray Click here t...
Dec 23, 2021•18 min•Season 1Ep. 2669
Ben Lapidus is the host and founder of the Best Ever Conference and has extensive experience in creating and overseeing networking events. In this episode, Ben shares how to maximize your experience at these events to help build new relationships, educate yourself, and ultimately grow your business. Join us for this year’s Best Ever Conference in Aurora, Colorado from February 24th-26th: www.besteverconference.com Ben Lapidus Real Estate Background Chief Financial Officer for Spartan Investment ...
Dec 22, 2021•19 min•Season 1Ep. 2668
In the past year, Ben Lapidus’ company grew from 13 operations to 51, with a portfolio of $100M AUM. Working through COVID-19, and looking to the future, Ben Lapidus provides his insight on the self-storage industry and what his strategy is for tackling the new year. Ben Lapidus Real Estate Background Chief Financial Officer for Spartan Investment Group LLC Portfolio: 51 operation, $100M AUM Founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indig...
Dec 21, 2021•32 min•Season 1Ep. 2667
Andrea Himmel’s mother went from nothing to a multibillion dollar portfolio of office buildings and warehouses in New York City. Inspired by her mother, Andrea joined the family firm and now acts as Chief Investment Officer, hunting down great opportunities in Manhattan and the boroughs. In this episode, Andrea breaks down why she’s investing in office spaces during the work from home era, and how she’s able to close on these high-profit deals. Andrea B. Himmel | Real Estate Background Career: P...
Dec 20, 2021•37 min•Season 1Ep. 2666
When James Knull first started in real estate, he leveraged his youth by asking experienced investors to critique his business plans. Most people provided him with a lot of feedback, but a few were intrigued by his plans and asked to join him. Flash forward a few years and now James is the founder of his own realty group and a multifamily investor. In this episode, James walks us through how he went from single-family homes to starting his own realty group while investing in commercial real esta...
Dec 19, 2021•28 min•Season 1Ep. 2665
Judy Brower Fancher knows how to find killer deals before anyone else. From staying on top of market trends, to being a wanted repeat-investor, Judy has developed a strategy for getting exclusive access to competitive deals. In this episode, Judy breaks down her methods into four parts so that you can find better deals first as a passive investor. Judy Brower Fancher Real Estate Background Founder of Brower, Miller & Cole, a private research firm. Portfolio: 20 senior living multifamily, one...
Dec 18, 2021•25 min•Season 1Ep. 2664
Camilla Jeffs was a burnt out, introverted landlord. When she learned about passive investing, it sounded like the perfect elixir to her fatigue. There was just one problem: commercial real estate is a team sport, and as an introvert, the idea of having to talk and network with groups of people was overwhelming. However, Camilla was able to create a strategy to work with and overcome a lot of the anxiety that surrounded the necessity of networking. In this episode, Camilla shares three great tip...
Dec 17, 2021•32 min•Season 1Ep. 2663
We’re sharing the top sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at Gaylord Rockies Convention Center in Colorado this February 24-26th. In this session, Joe Fairless will help you identify your liabilities, maximize your opportunities, and accelerate your growth for your business. Register for the Best Ever Conference here: www.besteverconference.com Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | Follo...
Dec 16, 2021•34 min•Season 1Ep. 2662
What makes a syndication operator or general partnership reputable? How do you make sure you’re working with a competent team that will lead you to success? And how do you establish your own credibility and authority? Today, Travis Watts presents four painless ways to vet future groups and how you can use these methods to boost your own credibility. Want more? We think you’ll like this episode: JF2424: What Can Go Wrong Investing in Syndications? | Actively Passive Show with Theo Hicks & Tra...
Dec 15, 2021•21 min•Season 1Ep. 2661
Brock Mogensen went from completing one house hack to an 89-unit syndication. Self-taught and with limited commercial real estate investing experience, Brock was able to successfully pitch himself to partners. In this episode, Brock details how he crafted his winning pitch and the lessons he’s learned diving headfirst into CREI. Brock Mogensen Real Estate Background Current full-time career: Real Estate Investor Company: Smart Asset Capital Current Portfolio: $10M AUM Years of real estate invest...
Dec 14, 2021•27 min•Season 1Ep. 2660
Daisy Serrano and Luc D’Abreau are a millennial husband/wife multifamily investing team that scaled their business through extensive networking. The wider their network grew, the easier it was to find the right people with the right competencies to secure good sponsors and partners. In this episode, Daisy and Luc share what it’s like to enter CREI as millennials and how they hustled to expand their circle. Daisy Serrano & Luc D'Abreau Real Estate Background Current full-time career Daisy: Re...
Dec 13, 2021•29 min•Season 1Ep. 2659
CEO and Land Coach Brent Bowers believes that anyone can get into land investing with little to no money or risk. It only took him nine months to become financially free, and he’s continued to use his strategy throughout his career. In this episode, Brent shares how he made some of his greatest deals, and three ways you can source better land investment deals. Brent Bowers | Real Estate Background Career: CEO of Zech Buys Houses LLC, and Land Coach at The Land Sharks 12 years of real estate inve...
Dec 12, 2021•33 min•Season 1Ep. 2658
When it comes to finding deals, Jake Harris likes to go granular on his market research. By deep diving on the details of potential properties, he’s been able to source deals before others can spot them. In this episode, Jake reveals the strategies he uses to find killer deals and how he stays ahead of the competition. Jake Harris Real Estate Background Current career: Full-time managing partner of private equity real estate firm, Harris Bay Harris Bay process: “fundamental opportunistic and val...
Dec 11, 2021•43 min•Season 1Ep. 2657
From youth minister to now commercial real estate investor, Slocomb Reed isn’t afraid to take chances to grow. He’s taken his portfolio from the ground up and now owner-operates over 65 units. In this episode, Slocomb discusses his past deals and how risk taking has paid off big time. Slocomb Reed Real Estate Background Director of Investment Services for The Chabris Group of Keller Williams Seven Hills Realty, the largest real estate sales team in Greater Cincinnati by number of sales. Began in...
Dec 10, 2021•32 min•Season 1Ep. 2656
Were you taught that smart investing must always follow the “buy low, sell high” structure? In today’s episode, Travis Watts shares why this mentality may not be the best choice when it comes to investing due to situations like the Lost Decade. The Lost Decade was a span of time between 2000 and 2009 where the market fluctuated so much over the years, and ended with a recession, that most people had 0% returns on their investments after ten years. This episode will discuss why this occurred and ...
Dec 09, 2021•22 min•Season 1Ep. 2655
The industrial sector can be hard to market to potential investors, but Neil Wahglen has found a way to ensure his company stands out from the rest. From their sale-leaseback strategy, to their unique, storytelling marketing, Neil has been able to not only bring in but maintain long term relationships with high-net-worth investors. In this episode, Neil details how these strategies came together to help him find his competitive advantage in the industrial space. Neil Wahglen Real Estate Backgrou...
Dec 08, 2021•26 min•Season 1Ep. 2654
In March of 2020, Jeromie and Anne Marie Sheldon closed on a 12 unit deal right as COVID-19 was taking the world by storm. The pandemic caused additional problems on top of the regular challenges that come with any property--rowdy tenants, delays, labor shortages--and yet one and a half years later, the Sheldons’ property is thriving. In this episode, the Sheldons discuss their business model and how they navigated being “COVID Closers.” Jeromie and Anne Marie Sheldon Real Estate Background Jero...
Dec 07, 2021•31 min•Season 1Ep. 2653
