Neil Wahlgren is a partner at MAG Capital Partners, which focuses on triple-net leased industrial properties, lease structures, and tenants. In this episode, Neil shares his insights on investing in triple-net leased industrial properties, how a multifamily syndicator can pivot into this asset class, and what to look for when qualifying single tenants. Neil Wahlgren | Real Estate Background Partner at MAG Capital Partners, which focuses on triple-net leased industrial properties, lease structure...
Feb 04, 2023•31 min
Fred Moskowitz is a fund manager and investor who buys and manages residential mortgage notes. In this episode, Fred tells us about how he buys notes on the secondary market and the profitability of this business strategy and investment vehicle. Fred Moskowitz | Real Estate Background Fund manager and investor who buys and manages residential mortgage notes. Author, speaker, advisor, and trainer on various topics related to entrepreneurship and investing. Portfolio: 450 doors GP in a mortgage no...
Feb 03, 2023•33 min•Season 1Ep. 3074
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 to change the way you think about money and use it as a tool to better your life. Join the newsletter for expert tips & investing content. Sign up to ...
Feb 02, 2023•13 min•Season 1Ep. 3073
Jason Lee is the president of and full-time multifamily broker at JLM Real Estate Inc., a commercial real estate team focusing on multifamily sales and 1031 exchanges in San Diego County. In this episode, Jason discusses the three most important actions he takes when hiring a contractor, three tips for breaking into commercial real estate through sales and brokering, and the hardest lesson he’s learned in his career so far. Jason Lee | Real Estate Background President of and full-time multifamil...
Feb 01, 2023•25 min•Season 1Ep. 3072
Dusten Hendrickson is the president of Mailbox Money Real Estate, which finds land and creates a vision for it — usually a multifamily project. In this episode, Dusten shares what drew him to multifamily development, why being a developer requires more vision than strategy, and why he recommends starting with a small project before scaling. Dusten Hendrickson | Real Estate Background President of Mailbox Money Real Estate, which finds land and creates a vision for it — usually a multifamily proj...
Jan 31, 2023•20 min•Season 1Ep. 3071
Rob Beardsley is the founder of Lone Star Capital, which focuses on Texas workforce housing through vertically integrated operations. In this episode, Rob provides observations, insights, and practical examples of debt and equity from his latest book, Structuring and Raising Debt & Equity for Real Estate . Rob Beardsley | Real Estate Background Founder of Lone Star Capital, which focuses on Texas workforce housing through vertically integrated operations. Portfolio: 2,500+ multifamily units ...
Jan 30, 2023•26 min•Season 1Ep. 3070
Mark Khuri is the VP and co-founder of SMK Capital Management, a family-owned private equity firm that raises capital and partners with operators in apartments, mobile homes, self-storage, and ATMs. In this episode, Mark shares how he calculates risk adjustment as an operator and capital provider, which asset classes he plans to focus on most in 2023, and his tips for ensuring you’re entering into a strong partnership. Mark Khuri | Real Estate Background VP and co-founder of SMK Capital Manageme...
Jan 29, 2023•27 min•Season 1Ep. 3069
Nathan Guinane is the director of investor relations and strategic partnerships at Divergent Capital Partners, a fund for investors to deploy money into apartment complexes. In this episode, Nathan tells us how he and his partners closed out their first fund’s equity raise, what insights they gained that they plan to apply to their second fund, and the advantages and challenges that come with focusing on 20- to 60-unit properties. Nathan Guinane | Real Estate Background Principal and director of...
Jan 28, 2023•29 min•Season 1Ep. 3068
Mario Dattilo is the owner of Celebrate Communities, which raises capital to invest in mobile home parks that his management company runs. He also hosts the Mario Dattilo Show podcast. In this episode, Mario discusses his decision to build peripheral businesses to scale his portfolio, when he recommends bringing community operations in-house, and why he thinks there’s safety in scaling for mobile home park investors. Mario Dattilo | Real Estate Background Owner of Celebrate Communities, which ra...
Jan 27, 2023•35 min•Season 1Ep. 3067
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 explains what it means to achieve an infinite return and how you can do so in both real estate and the stock market. Join the newsletter for expert tips & investing...
Jan 26, 2023•13 min•Season 1Ep. 3066
Sandhya Seshadri is an apartment syndicator at Engineered Capital, which acquires and operates value-add multifamily to build legacy wealth for engineers and busy professionals. In this episode, she shares her seven steps to achieving stellar investor returns in a subpar economy. Sandhya Seshadri | Real Estate Background Apartment syndicator at Engineered Capital, which acquires and operates value-add multifamily to build legacy wealth for engineers and busy professionals. Portfolio: 1,400 doors...
Jan 25, 2023•29 min•Season 1Ep. 3065
Dan Brisse is the co-founder and principal at Granite Towers Equity Group, which focuses on multifamily syndication. In this episode, he discusses how he got into apartment syndication after competing as a professional snowboarder for nearly 15 years, the changes he has seen in the market recently, and why right now is the time to underwrite conservatively and get your debt right. Dan Brisse | Real Estate Background Co-founder and principal at Granite Towers Equity Group, which focuses on multif...
Jan 24, 2023•26 min•Season 1Ep. 3064
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
