21 Projects and $1.3Billion in 4 Years In this interview, Andrew Young, the founder and CEO of NorthRock Companies, shares his journey in the real estate industry, starting from his false start in the space to building a substantial portfolio of over 6,000 units and a billion dollars in acquisitions in just a few years. He talks about the challenges he faced and the grind he had to go through to build relationships and close deals. Young also discusses his future plans for NorthRock, which inclu...
Mar 21, 2023•51 min
$4 Billion in AUM, Raising $474 Million in One Year, Building an Elite Organization Starting a real estate business is challenging, but with the right advice and support, it can be a rewarding experience. In this episode, I speak with Don Wenner, the founder of DLP Real Estate Capital and the author of a new book entitled “Building an Elite Organization –The Blueprint to Scaling a High-Growth, High-Profit Business.” Don shares how he was able to build an elite organization and achieve success qu...
Mar 14, 2023•59 min
13 Deals & $400 Million in AUM in 4 Years, Integrating Property Management, Strategies for Navigating 2023 Are you looking to transition into real estate investing but don't know where to start? Today's guest Sam Rust is a managing partner at Life Bridge Capital and a full-time investor in commercial real estate. Sam graduated from Thomas Edison State University with a bachelor’s in Business Management and currently lives in Colorado with his wife and 5 children. He has been active in commer...
Mar 07, 2023•48 min
21 Projects & 1.5B in Acquisitions; Ground Up Multifamily Development; Opportunity Zones; Transition from Broker to Developer For many brokers, transitioning into investing can be a natural career progression, but it may be difficult to take the first step. In today's episode, I talk with Ryan Tobias, a Founding Partner at Triad Real Estate Partners. Ryan has a BA from the University of Michigan and is a licensed real estate broker in the states of Illinois and Michigan. After living in Chic...
Feb 28, 2023•52 min
In this episode of the "The Lead Sponsor" podcast, Andy McMullen, Managing Partner at Legacy Acquisitions, explores the benefits of Build-to-Rent (BTR) developments. BTR is a new concept in the real estate world, where purpose-built rental properties are designed to provide long-term, high-quality housing to tenants. Andy walks us through how legacy acquisitions are structured and the importance of creating long-standing personal relationships with brokers, operators, institutional lenders, and ...
Feb 21, 2023•47 min
Dan oversees all aspects of the Progress Realty Partners’ Based out of New Jersey, operations, including investment strategy, asset management and tenant negotiations. June 2019, 7 Properties, 220MM Total 70 Lead sponsor. Show Highlights: Business Overview Yield Driven Private Equity Firm Industrial, Retail Centers, Multiamily East Coast, Demographic In Return Focused. Two main Principals 22 Employees Debt Brokerage Journey Small Retail Firm Took it from 15 MM to 400MM 2016-2017 2019 - Needed a ...
Feb 14, 2023•45 min
Brian C. Adams is the President and Founder of Excelsior Capital, Based out of Nashville TN. Excelsior is a private equity firm that has acquired over 65 Total Projects worth over $450M in Acquisition Value Show Highlights: Business Overview Syndication Model versus Fund Model Type of assets they focus on. How his leadership team is structured Markets they focus on and why. 260M in AUM Management Strategy Journey His Background Wife’s family office How he found his business partner Fund business...
Feb 07, 2023•52 min
Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets. Bruce has been a full-time entrepreneur and investor fiduciary since 2000. He oversees the management of approximately $750M in investor assets. He has overseen over one hundred real estate transactions for partners. His prior experience spans hard money lending, ITIN borrower note originations, and tax lien acquisi...
Jan 24, 2023•34 min
Rob is a Principal at Lone Star Capital where he oversees acquisitions and capital markets for the firm and has acquired over $350M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, wh...
Jan 17, 2023•46 min
Iven Vian is the Co-Founder and Chief Operating Officer of Anthem Capital. Having retired as a Lieutenant Colonel from the Air Force after 20 years, he is passionate about the operational excellence and execution of his apartment communities and their impact on their surrounding communities. Iven’s mission is to grow Anthem Apartments to 300 communities and donate $2.5M in profits to charity by 2030. When he isn’t working on real estate, you can find Iven spending time with family, hiking, and t...
Jan 10, 2023•57 min
Guest Bio: Tom Staub is the CEO and Managing Principal of Red Oak Development Group, overseeing project underwriting, financial planning, debt and equity strategy, company expansion, and project development. Tom has 15 years of business expertise and focuses on project viability, partnerships, and investor relations. Red Oak has funded eight projects and has six active projects with 489 acres and 2,200 lots, with a total valuation of $188M. Show Highlights: How he got started in the real estate ...
Jan 03, 2023•43 min
G uest Bio: Gideon Pfeffer serves as the CEO and Managing Partner for The GSH Group, a full-service real estate investment firm focusing on existing residential multi-family apartment communities. Gideon is responsible for strategic partnership initiatives and ventures, equity and debt opportunities, overseeing investment performance, and approving decisions on investments and acquisitions. He also oversees daily operations. Under Gideon's leadership and direction, the GSH Group has raised and p...
Dec 27, 2022•53 min
Guest Bio: Matt Burk is the CEO of Fairway America and Chairman of its affiliate, Verivest. Originally founding Fairway Financial Services in 1992, Mr. Burk has led their growth from a small operation to the robust market leaders they are today. He is a passionate industry coach, advising many middle-market real estate entrepreneurs, fund managers, and sponsors on all aspects of 506 Regulation D fund business. Additionally, Mr. Burk authored the seminal book on capital raising for middle-market ...
Dec 20, 2022•40 min
Sam Hales is a Private Equity Real Estate fund manager with $300M+ AUM and Founder of the Saratoga Group. Saratoga Group was established in 2011 and is exclusively focused on the purchase, revitalization, and operation of Mobile Home Communities. Show Highlights: - Overview of Sam's company (Saratoga Group) - 6100 lots - across 17 states - 97 communities. - His schooling - Undergrad at BYU - Chemical Engineering - His first real estate acquisition - Sourcing Equity from Chinese Investors and buy...
Dec 13, 2022•47 min
Stewart Beal is a serial entrepreneur who brings extensive management, marketing, and leadership abilities to all Beal Capital projects. Stewart has been actively involved in real estate, construction, acquisition, development, and management since 1997. When he was nineteen years old, Stewart founded Beal Properties, LLC, and has since founded more than twenty other companies in the real estate and construction industries. Beal Properties has purchased more than 100 properties over the past 17 ...
Dec 06, 2022•50 min
Jeremiah Boucher is a value investor who specializes in the acquisition and development of alternative commercial real estate assets. He learned the real estate business from the ground up and currently owns and operates a $350M portfolio of high-performing commercial properties. He has had a hand in retail, office, industrial, multi-family, single-family, and all facets of commercial real estate, which is how he came to the conclusion that alternative commercial real estate assets are the highe...
Nov 29, 2022•45 min
Vehano is the Chief Executive Officer and Co-founder of Dreamstone, a rapidly growing multifamily investment firm with bases in Atlanta, Nashville, and Tampa MSA’s. Under his leadership, Dreamstone has moved from emerging to an established player in the multifamily space. Prior to launching Dreamstone, Vehano, Chartered Accountant/CPA from Cape Town, South Africa, was a Fortune 50 financial consultant. He managed business mergers and acquisitions in excess of 5 billion dollars. Vehano brings his...
Nov 22, 2022•49 min
Ryan Smith is the co-manager of multiple investment funds, which specialize in investing, both directly and indirectly, in mobile home parks and self-storage assets representing more than 20,000 units located in more than 25 states. Mr. Smith graduated from the University of Tampa with a Bachelor of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anah...
Nov 15, 2022•40 min
Alix has been involved in real estate, construction, and development for the last 20 years. Alix started his career in Colorado founding his own high-end construction company and grew it to be the largest and most successful firm in Southwest Colorado. After 20 years in Colorado, Alix had a successful sale and liquidity event in late 2019. Shortly after starting his own building company in 1999, Alix started investing in real estate with single-family spec homes, single-family rentals, and comme...
Nov 08, 2022•35 min
Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at the Cleveland Clinic, where he was instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Ba...
Nov 01, 2022•47 min
Ryan Lawless, Founder and Managing Principal of Renegade Capital, has over 12 years experience as a Principal in entrepreneurial real estate. His career started in 2011 with just $10,000 in capital saved from his college bartending job. That first investment, totaling just $35,000, became the framework of his thesis that still remains today - identify value-add and distressed real estate in emerging urban neighborhoods that when repositioned offers long-term stable cash flow and asset appreciati...
Oct 25, 2022•35 min
Mike is the CEO of Growth Capital Group a multifamily investment firm that has acquired 12 assets, over 1000 units and over $100M in value. GCP acquires cash-flowing multifamily properties in growing US markets. We specialize in value add properties that provide an opportunity to renovate units, bring rents to market values, and sell at a substantial profit for investors and general partners. We offer passive investments to our investors who want to invest in real estate without the hassle of ma...
Oct 18, 2022•30 min
Jacob Vanderslice is Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. By focusing on this conservative and growing real estate sector, VanWest has established a track record with over $195mm in real estate assets. Jacob and his partners’ success is driven by a commitment to delivering an expertly-executed, adaptable strategy with an institu...
Oct 11, 2022•36 min
Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets. Bruce has been a full-time entrepreneur and investor fiduciary since 2000. He oversees the management of approximately $750M in investor assets. He has overseen over one hundred real estate transactions for partners. His prior experience spans hard money lending, ITIN borrower note originations, and tax lien acquisi...
Oct 04, 2022•34 min
Mauricio is the founder and CEO of Premier Law Group, a boutique securities law firm. As a nationally recognized expert on private placements, Mauricio works with elite entrepreneurs who seek to increase and protect their wealth through syndications. Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws. CONNECT WITH OUR GUEST: mauriciorauld.com/linkedin mauriciorauld.com/fbgroup SHOW HIGHLIGHTS: The ba...
Sep 27, 2022•41 min
Andrew Keel is the CEO of Keel Team, LLC, a ‘MHU Top 100’ owner of manufactured housing communities with over 2,000 lots under management. His team currently manages over 30 manufactured housing communities and 9 self-storage facilities across more than ten states. Andrew's current commercial real estate portfolio totals $92M+ in assets under management. Join Our Passive Investor Network Download Our Passive Investor Guide to Multifamily Syndications CONNECT WITH OUR GUEST: Keelteam.com SHOW HIG...
Sep 20, 2022•38 min
Michael Becker is a Co-Founder & Principal at SPI Advisory, LLC and heads SPI’s Dallas, Texas office where he oversees all aspects of the business. Over the last 10 years, Michael and SPI Advisory have acquired over $2 billion in Multifamily Real Estate and currently have about 6000+ units under management. Join Our Passive Investor Network Download Our Passive Investor Guide to Multifamily Syndications CONNECT WITH OUR GUEST: oldcapitalpodcast.com spiadvisory.com SHOW HIGHLIGHTS: What his b...
Sep 13, 2022•35 min
Vikram is a trained cardiologist and functional medicine physician. He is an international speaker, high-performance coach, and avid real estate investor. He has been active in multifamily real estate since 2015 and is a Founding Partner and CEO of Viking Capital Investments. As a real estate private equity firm, Viking Capital over 5000 units and $600 Million of multifamily property. Vikram has raised over $100 Million in private equity from high-net-worth individuals, doctors and other profess...
Sep 06, 2022•35 min
Preston is a Co-Founder and Managing Partner of Well Capital, an impact-driven investment firm. With the support of their Impact Investor Community, Well Capital has funded 5 wells in 3rd world countries through their charitable partner, Charity: Water. Well, Capital is also quickly gaining recognition for their 10-year investment model, a differentiator in the space. This model allows investors to remain partners in deals, long after capital is exited via refinancing. Over the last four years, ...
Aug 30, 2022•32 min
Kris is a Self-Storage Managing Partner at PassiveInvesting.com where he leads deal sourcing, broker relations, and overall strategy for their self-storage investment funds. He graduated from UNC-Chapel Hill, where he served as a Fund Manager for the university’s private equity real estate fund. Kris resides in Charlotte, NC, where he enjoys spending time with his family, mountain biking, and Jiu-Jitsu. Join Our Passive Investor Network Download Our Passive Investor Guide to Multifamily Syndicat...
Aug 23, 2022•39 min
