Westside Investors Network (WIN)

182. How to Use a Self-Directed IRA to Invest in Real Estate with Kaaren Hall

AJ and Chris Shepard — Wed, 11 Mar 2026 11:00:00 -0700

ABOUT KAAREN HALL

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest in alternative assets, such as real estate, private lending, precious metals and more. Her expertise in self-directed retirement accounts has made her a sought-after speaker, and she has been a featured panelist and presenter at industry-leading conferences, including BiggerPockets’ BPCON22, 23, 24 and 25. Adding to her accolades, Kaaren is now the author of the newly published Self-Directed IRA Investing: A BiggerPockets Guide, the definitive resource for investors looking to unlock the power of self-directed IRAs to build wealth. Published by BiggerPockets Publishing, this comprehensive guide combines actionable insights, real-world examples, and Kaaren’s extensive industry knowledge to help investors confidently navigate the world of self-directed retirement accounts.

THIS TOPIC IN A NUTSHELL:

Kaaren’s journey from radio and real estate into self-directed retirement investing
What a Self-Directed IRA is and how it differs from traditional retirement accounts
The history and evolution of Self-Directed IRAs in alternative investing
How investors use retirement funds for real estate, notes, metals, and private deals
The role of the custodian and why compliance matters
Prohibited transactions and the rules investors need to understand
What IRA holders can and cannot do with IRA-owned real estate
Using Self-Directed IRAs in syndications and private placements
Why general partners typically cannot invest their own IRAs in their own deals
Proposed changes that could expand 401(k) access to alternative assets
Roth conversions, tax strategy, and long-term tax-free growth planning
Teaching kids to invest early through earned income and Roth IRAs
Comparing IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and HSAs
Using retirement capital to complement broader real estate investing strategies
UBIT, UDFI, and lessons from navigating fraud, scrutiny, and business resilience

KEY QUOTE:

“For investors, the biggest mistake is often not knowing what vehicles are available to them. The self-directed IRA lets you invest in alternative assets — it’s a vehicle to let you do that.”

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #RealEstateInvestor #PassiveInvesting #AccreditedInvestor #AlternativeInvestments #SelfDirectedIRA #RetirementInvesting #WealthBuilding #CashFlowInvesting #FinancialFreedom #MultifamilyInvesting #PrivatePlacements #SyndicationInvesting #InvestorEducation #RealEstateWealth #IRAInvesting #RothIRA #Solo401k #TaxAdvantagedInvesting #PassiveIncome #CommercialRealEstate #InvestmentStrategy #PortfolioDiversification #LongTermWealth #SmartInvesting #AssetProtection #InvestorMindset #RetirementWealth #FinancialEducation #WealthStrategy

CONNECT WITH KAAREN HALL:

LinkedIn: https://www.linkedin.com/in/kaarenhall

Facebook: https://www.facebook.com/uDirectIRA
X: https://x.com/uDirectIRA
YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A
Website: https://udirectira.com
Instagram: https://www.instagram.com/udirectiraservices

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

181. Real Estate Cycle Investing: Selling at the Peak, Buying at the Bottom with Brian Burke

AJ and Chris Shepard — Wed, 04 Mar 2026 11:00:00 -0800

Check the episode transcript here

ABOUT BRIAN BURKE

Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm, which he founded in 2001. Brian has acquired over $1 billion dollars’ worth of real estate over a 36-year career including over 4,000 multifamily units, over 1,600 senior housing units, and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, renovated a lakefront resort, and constructed self-storage, but his current focus is senior housing, specifically skilled nursing, assisted living, and memory care.

Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications, and is a frequent public speaker at real estate conferences and events nationwide.

THIS TOPIC IN A NUTSHELL:

· Brian Burke’s 36-year real estate journey

· Selling down holdings ahead of the 2022 market reset

· 2025–2026 outlook and where he sees opportunity by asset class

· Why small multifamily can outperform in today’s market

· The pivot into senior housing: assisted living, memory care, and skilled nursing

· Demographics + post-COVID distress creating a “bottom of cycle” setup

· Buying below replacement cost: the per-bed basis advantage

· Operator-first investing and structuring for operational risk

· Cash flow, hold periods, and multiple exit paths

· Raising capital: single-asset syndications vs. funds and “semi-blind pool” strategy

· Sponsor vetting and real track record beyond IRR

· Lessons learned: the power of partnerships and the danger of overleverage

KEY QUOTE:

“The best opportunities are created in chaos.”

ABOUT THE WESTSIDE INVESTORS NETWORK

We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #PassiveInvesting #PassiveIncome #CommercialRealEstate #CREInvestor #SeniorHousing #SeniorLivingInvesting #AssistedLivingInvesting #MemoryCareInvesting #SkilledNursingInvesting #MultifamilyInvesting #SmallMultifamily #RealEstateSyndication #RealEstateFund #AccreditedInvestor #InvestorEducation #DueDiligence #SponsorVetting #OperatorFirst #CashFlowInvesting #ValueAddRealEstate #ReplacementCost #MarketCycleInvesting #RiskManagement #CapitalRaising #PortfolioDiversification #InflationHedge #LongTermInvesting #WealthBuilding #FinancialFreedom

CONNECT WITH BRIAN BURKE:

Website: www.PraxCap.com

LinkedIn: www.linkedin.com/company/praxcap , www.linkedin.com/in/praxiscapital

Social Media: Facebook / X / PraxCap Instagram / Brian’s Instagram

Book: www.BiggerPockets.com/SyndicationBook

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

180. The 5 Pillars of Smart Private Real Estate Investing with Spencer Hilligoss

AJ and Chris Shepard — Wed, 25 Feb 2026 11:00:00 -0800

Check the episode transcript here

ABOUT SPENCER HILLIGOSS

Spencer Hilligoss is a passive investor who runs Madison Investing - a club where LPs gain access to the same types of niche investment opportunities where Spencer deploys his own money - including cash-flowing assets like self-storage, mobile home parks, multifamily and private credit.

Spencer Hilligoss brings over 13 years of leadership experience as a former technology executive, building and scaling high-performing teams at five companies—three of which became billion-dollar "unicorns." Before co-founding Madison Investing, he led business development and professional development at LendingHome, one of the nation’s largest private lenders.

As CEO, Spencer drives Madison Investing’s strategic vision, investor relations, and business development efforts. He is also an active investor and sought-after speaker, sharing his expertise on real estate and financial growth strategies.

THIS TOPIC IN A NUTSHELL:

· Spencer’s background in real estate investing

· From Fintech to Full-Time Investing

· Growing Up in Real Estate (And Coming Full Circle)

· First Rental Lessons in the Bay Area

· Scaling Through Long-Distance & Private Placements

· Entrepreneurship as a Lifestyle Design Tool

· Over-Education to Accelerate Confidence

· The Importance of Community & Mentorship

· Adapting to Market Cycles

· Preferred Asset Classes & Investment Focus

· The 5-Part Sponsor Vetting Framework

· Looking Beyond IRR: Evaluating True Track Record

· Getting “Under the Hood” of a Deal

· Behavioral Interviewing for Sponsors

· Sponsor Transparency & Communication

KEY QUOTE:

“If someone has been able to operate an asset, buy it, operate it, improve it, whatever that business plan might be, and sell it at a profit, they should be able to articulate that in exhaustive detail and show that on paper and somehow.”

ABOUT THE WESTSIDE INVESTORS NETWORK

We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #PassiveInvesting #RealEstateSyndication #SponsorVetting #DueDiligence #PrivateEquityRealEstate #MultifamilyInvesting #CommercialRealEstate #AccreditedInvestor #InvestorEducation #CashFlowInvesting #AssetProtection #WealthBuilding #LongTermInvesting #PortfolioGrowth #AlternativeInvestments #CapitalPreservation #InvestmentStrategy #RealAssets #InflationProtection #FinancialIndependence #MarketCycleInvesting #SmartCapital #DealAnalysis #OperatorSelection #InvestmentFramework #RiskAdjustedReturns #GenerationalWealth #HighNetWorthInvesting #RealEstateProfessionals

CONNECT WITH SPENCER HILLIGOSS:

Website: www.madisoninvesting.com
Personal site: https://spencerhilligoss.com/
LinkedIn: https://www.linkedin.com/in/shilligoss/
X: https://x.com/SpenceHilligoss

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

179. How Rising Interest Rates Are Reshaping Multifamily Investing with Ben Murphy

AJ and Chris Shepard — Wed, 11 Feb 2026 11:00:00 -0800

Check the episode transcript here

ABOUT BEN MURPHY

Ben has a proven track record of successfully closing approximately $600 million in multifamily transactions in Oregon and SW Washington since 2014. His outstanding market relationships and reputation are best in class and will significantly enhance our existing reach across all divisions that we work.

Beyond his professional accomplishments, Ben is a dedicated supporter of environmental causes, actively contributing to organizations such as the Nature Conservancy and Greenpeace. Additionally, he serves as a member of the Multifamily Northwest Government Affairs Committee.

THIS TOPIC IN A NUTSHELL:

· Guest Introduction – background and journey in real estate

· Blue State vs. Sunbelt Investing

· Market Cycles & Supply Trends

· Current Lending Environment

· Multifamily Distress Reality Check

· Broker Metrics & Prospecting Data

· Cap Rate Expansion & Value Decline

· Expense Pressure on NOI

· Transaction Volume Slowdown

· Outlook for 2026 & Market Bottom

· Affordable Housing & Policy Challenges

· Preparing Assets for Sale

· Connect with Ben

KEY QUOTE:

“The best real estate strategies are built for decades, not market cycles.”

ABOUT THE WESTSIDE INVESTORS NETWORK

We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #CommercialRealEstate #MultifamilyInvesting #CREInvestor #MultifamilyRealEstate #ApartmentInvesting #RealAssets #HardAssets #LongTermInvesting #BuyAndHold #CashFlowInvesting #CapRate #ValueAddRealEstate #RealEstatePortfolio #WealthBuilding #InflationHedge #InvestmentStrategy #PassiveIncome #RealEstateMarket #InvestorMindset #BlueStateInvesting #MarketCycles #RiskAdjustedReturns #CapitalPreservation #SmartCapital #CREWealth #FinancialFreedom #RealEstateEducation #ProfessionalInvestors #GenerationalWealth

CONNECT WITH BEN MURPHY:

Email: ben.murphy@cinw.com

LinkedIn: https://www.linkedin.com/in/ben-murphy-35968935

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

178. Money Traps to Avoid: How To Take Control of Your Finances & Time with Joey Mure

AJ and Chris Shepard — Wed, 17 Dec 2025 11:00:00 -0800

Check the episode transcript here

ABOUT JOEY MURE

Joey Muré is co-founder and Partner at Wealth Without Wall Street, dedicated to helping individuals achieve financial independence through passive income strategies. After over a decade of success in the mortgage industry, Joey shifted his focus to empowering others to break free from traditional financial systems and build lasting wealth.

As co-host of The Wealth Without Wall Street Podcast and co-author of Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income, Joey shares practical steps for achieving financial freedom.

THIS TOPIC IN A NUTSHELL:

· Guest Introduction – background and journey in real estate

· Why only asset-producing income becomes a problem

· Shift in Mindset: From Income to Passive Income

· Intentional wealth building

· Breaking Away from Wall Street

· Pivotal book that changed his financial trajectory

· Retirement is deferred living, not financial freedom

· Regaining control of capital instead of outsourcing it

· Identifying “Money Traps”

· Opportunity cost and loss of liquidity

· Cash Flow vs. Cash Accumulation

· Building a Passive Income Operating System

· Overview of Wealth Without Wall Street’s framework

· Investor DNA & Buy Box Framework

· Chasing Trends vs. Building Freedom

· Flipping and Crypto as investments

· Structured lending and cash-flowing assets

· Tax Strategy & Family Office Insights

· Final Thoughts & Closing Insights

· Free Resources and tools

KEY QUOTE:

“Passive income is what buys your time back” – Joey Mure

ABOUT THE WESTSIDE INVESTORS NETWORK

We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #PassiveIncome #FinancialFreedom #RealEstateInvestors #InvestorMindset #WealthBuilding #CashFlowInvesting #AlternativeInvestments #FinancialIndependence #TimeFreedom #MoneyMindset #GenerationalWealth #InvestingEducation #SmartInvesting #WealthWithoutWallStreet #RealEstatePodcast #InvestorEducation #AssetBasedIncome #IncomeProducingAssets #PrivateInvesting #RealAssets #BuildWealth #FinancialLiteracy #InvestmentStrategy #PassiveCashFlow #CapitalControl #InvestForFreedom #LongTermWealth #AccreditedInvestors #DealDeepDive

CONNECT WITH JOEY MURE:

Website: https://www.wealthwithoutwallstreet.com

LinkedIn: https://www.linkedin.com/in/joey-mure-b376824/

Free resource: https://go.wealthwithoutwallstreet.com/win

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

177. The 4Ds of Self-Storage: Why Demand Keeps Growing with Bill Kanatas  & Ben Salzberg

AJ and Chris Shepard — Wed, 10 Dec 2025 11:00:00 -0800

Check the episode transcript here

ABOUT BEN SALZBERG

Ben is a real estate developer, operational strategist, and business leader with over 25 years of experience building and optimizing high-performing real estate platforms. As Co-Founder and Chief Operating Officer of Self Storage Developers, Ben leads strategy, operations, and market expansion across Class “A” Self Storage, RV & Boat Storage, and Multi-Family developments nationwide. With a background in mechanical engineering, an MBA in quality management, and a Master of Arts in Teaching (MAT), Ben brings a rare blend of technical precision, process optimization, and leadership development to real estate. His engineering expertise drives smart, efficient design.

ABOUT BILL KANATAS

Bill is a visionary entrepreneur and real estate developer with a strong track record in self-storage, multi-family, and mixed-use developments. As the Co-Founder and CEO of Self Storage Developers, he leads the company’s strategic growth, site acquisition, and investment initiatives, focusing on developing Class “A” self-storage facilities across the United States. With a deep understanding of market trends and a commitment to quality, Bill has played a key role in forging partnerships with top national operators such as Public Storage, Extra Space Storage, and Life Storage.

THIS TOPIC IN A NUTSHELL:

· Guest Introduction – background and journey in real estate

· How they transitioned into self-storage from corporate and construction careers

· Why self-storage is a recession-resistant, tax-advantaged investment

· The "4 D's" driving demand

· National growth strategy using data, demographics & local relationships

· Navigating zoning, development costs, and municipal red tape

· Leveraging REIT-level management and exploring solar-powered RV storage

· Finding off-market land deals and building for future market demand

KEY QUOTE:

“Self-storage is a product that everyone needs at some point in their life.” – Bill Kanatas

“You can build wealth and help people at the same time.

That’s what this business is all about.” – Ben Salzberg

ABOUT THE WESTSIDE INVESTORS NETWORK

We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe

#SelfStorageInvesting #RealEstateDevelopers #StorageUnits #AlternativeInvestments #CREDevelopment #RealEstateDeals #BuildToRent #LandAcquisition #PassiveInvesting #CommercialDevelopment #InvestInStorage #REITStrategy #PropertyDevelopment #StorageDevelopment #InvestSmarter #PrivateEquityRealEstate #OffMarketDeals #InvestorMindset #CREOpportunities #RealEstateReturns #IncomeProducingAssets #ScalableInvesting #LongTermInvesting #StorageFacilities #DataDrivenInvesting #NationalRealEstate #RealEstateStrategy #TaxAdvantagedInvesting #StorageSyndication #WealthThroughRealEstate

CONNECT WITH BILL & BEN:

Website: https://self-storagedevelopers.com

Bill’s LinkedIn: https://www.linkedin.com/in/bill-kanatas-micp-999255141/

Ben’s LinkedIn: https://www.linkedin.com/in/bensalzberg/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

176. Generational Wealth Through Rentals with Joel Miller

AJ and Chris Shepard — Wed, 03 Dec 2025 11:00:00 -0800

Check the episode transcript here

ABOUT JOEL MILLER

After obtaining a BA in accounting, Joel Miller began investing in rental property in 1978 while simultaneously pioneering a 35-year career as a professional mobile disc jockey. He soon became a respected contributor to magazines for both trades. He has flipped over 100 houses since 1991, and as a leader of a professional organization for landlords, he teaches their Landlord 101 course and a class on house flipping. Additionally, he is now a hard money lender to other investors as well as a trusted mentor, best-selling author, and a frequent podcast guest as well as a noted benefactor and volunteer in his community.

THIS TOPIC IN A NUTSHELL:

· Guest Introduction – background and journey in real estate

· Why he wrote Build Real Estate Wealth

· Joel’s investing journey

· How to balance real estate investing with a full-time career

· Skills learned from rentals that transferred to flipping and renovations

· Importance of proper tenant selection

· From flipping to lending

· Leveraging OPM (Other People’s money)

· Teaching generational wealth

· Advice for new investors

· Why rentals offer more stability than flips

· The value of having backup exit strategies

· Where to find Joel’s book, website, and social platforms

KEY QUOTE:

“Tenant selection is the most important skill in rental real estate."

ABOUT THE WESTSIDE INVESTORS NETWORK

We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe

#RentalPropertyInvesting #TenantScreening #RealEstateWealth #LongTermRentals #PassiveIncomeTips #RealEstateEducation #HardMoneyLender #BuyAndHoldInvestor #RealEstateAuthor #RentalSuccess #CashFlowStrategy #LandlordTips #REInvesting101 #BuildYourPortfolio #TenantSelectionMatters #MindsetOfAnInvestor #FinancialFreedomPath #RealEstateGoals #RentalRevenue #PropertyManagementTips #SideHustleSuccess #SmartLandlording #LeverageRealEstate #InvestWithPurpose #OPMStrategy #WealthBuildingJourney #RentalGameStrong #LegacyInvestor #DisciplinedInvestor #BookForInvestors

CONNECT WITH JOEL:

Phone: (814) 868-1116

Website: http://www.JoelMillerBooks.com

LinkedIn: https://www.linkedin.com/in/joel-miller-42981811/

Facebook: https://www.facebook.com/joel.miller.503092

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

175. Holistic Wealth Strategy: How to Build Real Wealth Beyond Traditional Investing with Dave Wolcott

AJ and Chris Shepard — Wed, 26 Nov 2025 11:00:00 -0800

Check the episode transcript here

ABOUT DAVE WOLCOTT

Dave Wolcott is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency and upside potential as a reliable alternative to the volatility of the stock market. He is the author of "The Holistic Wealth Strategy", a framework for building real wealth and living and extraordinary life, and also the host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast.

THIS TOPIC IN A NUTSHELL:

Guest Introduction
Dave’s Origin Story
Starting the Investment Journey
Traditional vs. Alternative Investing
How the Ultra-Wealthy Allocate Wealth
Pantheon Investments Overview
Six Types of Capital
Creating a Personal & Family Vision
5 Phases - Holistic Wealth Strategy Framework
Asset Repositioning Examples
Building Passive Income
Advice for Beginners
Closing Insights
Connect with Dave

KEY QUOTE:

“True wealth is more than money — it’s health, time, relationships, and fulfillment.”

ABOUT THE WESTSIDE INVESTORS NETWORK

We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #AlternativeInvestments #PassiveIncome #WealthStrategy #HolisticWealth #RealEstateInvestor #AccreditedInvestor #InvestmentStrategy #PrivateEquityInvesting #RealEstatePortfolio #CashFlowInvesting #TaxEfficientInvesting #BuildWealth #LongTermWealth #FinancialFreedom #WealthMindset #InvestorMindset #CapitalAllocation #MultifamilyInvesting #PrivateMarkets #AssetRepositioning #VirtualFamilyOffice #PortfolioDiversification #NonCorrelatedAssets #TaxAdvantagedInvesting #RealEstateSyndication #CashFlowRealEstate #GenerationalWealth #SmartInvesting #EntrepreneurMindset

CONNECT WITH DAVE:

Website: https://pantheoninvest.com

LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306

Download the Free book: https://holisticwealthstrategy.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

174. Reverse 1031 Exchanges Made Simple with Scott Saunders

AJ and Chris Shepard — Wed, 19 Nov 2025 11:00:00 -0800

Check the episode transcript here

ABOUT SCOTT SAUNDERS

Scott Saunders is a Senior Vice President with Asset Preservation, Inc. (API), A subsidiary of Steward Information Services Corporation. Scott has an extensive background in IRC §1031 exchanges, having been involved in hundreds of thousands of 1031 exchanges during his 37 years in the exchange industry. Mr. Saunders presents classes on advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals. Mr. Saunders received his bachelor degree in Business Economics from the University of California at Santa Barbara.

THIS TOPIC IN A NUTSHELL:

Understanding the Basics of 1031 Exchanges
What qualifies as a "like-kind" property?
Why 1031 exchanges are a key tool in deferring capital gains tax
The role and importance of a Qualified Intermediary
The 45-day identification window explained
The 180-day completion requirement
How to identify replacement properties
Trading up from residential to commercial or multifamily
Simplifying your portfolio through consolidation
Geographic diversification to manage risk
Reverse and build-to-suit exchanges
The most common mistakes investors make during a 1031
Why early planning is crucial for a successful transaction
Growing interest in DSTs (Delaware Statutory Trusts)
How inflation and rising interest rates are changing investor strategy
Regional investment shifts and institutional-style diversification
Final Takeaways
Connect with Scott

KEY QUOTE:

“Deferred taxes are dollars you can reinvest — and that’s how portfolios grow faster."

ABOUT THE WESTSIDE INVESTORS NETWORK

#1031Exchange #Reverse1031 #RealEstateInvesting #RealEstateInvestor #TaxStrategy #RealEstateTaxBenefits #RealEstatePortfolio #InvestmentProperty #ReverseExchange #CashFlowRealEstate #PassiveIncome #WealthBuilding #BuildWealth #ScaleYourPortfolio #RealEstateEducation #RentalPropertyInvesting #LongTermInvesting #WealthStrategy #GenerationalWealth #AssetProtection #TaxDeferral #PropertyInvesting #RealEstateTips #InvestorMindset #FinancialFreedom #RealEstateTaxes #CostSegregation #BonusDepreciation #SmartInvesting #RealEstateGrowth

CONNECT WITH SCOTT:

LinkedIn: https://www.linkedin.com/in/scott-r-saunders-6278273

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

173. Drop & Swap Explained: How Syndicators Handle 1031 Exchange with Dugan Kelley

AJ and Chris Shepard — Wed, 15 Oct 2025 11:00:00 -0700

Check the episode transcript here

ABOUT DUGAN KELLEY

Dugan P. Kelley co-founded Kelley Clarke, PC, to provide big-firm expertise locally. The firm operates nationally and specializes in securities and real estate. Mr. Kelley, who chairs the firm’s related practice groups, has facilitated real estate transactions over $2 billion. His experience spans 20 years in trial and litigation. Additionally, he served as an adjunct law professor and has been recognized as a “Super Lawyer Rising Star.” Mr. Kelley is also a best-selling author and active in non-profit work, including efforts against human trafficking. He lives with his wife, Michelle, and their three sons, participating actively in their church and community.

THIS TOPIC IN A NUTSHELL:

Dugan’s Journey to Real Estate

Understanding 1031 Exchanges

Drop & Swap Explained

Tenant in Common (TIC) structures

Qualified Intermediaries & Safe Harbor

Integrating TICs into Syndications

Seasoning Requirements & Best Practices

Handling Investor Exits & Boot

Fees and Sponsor Compensation

Entity Structures & Disregarded Entities

Transfers, Conveyance & Operating Accounts

Final Takeaways from Dugan

KEY QUOTE:

“Remember: a 1031 exchange is a tax deferral, not a tax waiver.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#1031Exchange #RealEstateSyndication #RealEstateInvesting #CREInvestor #TaxDeferral #CommercialRealEstate #InvestmentStrategy #WealthBuilding #PassiveIncome #FinancialFreedom #TaxStrategy #RealEstatePortfolio #MultifamilyInvesting #AssetProtection #WealthStrategy #SmartInvesting #LongTermWealth #BuildWealth #CashFlowRealEstate #RealEstateEducation #RecessionProof #EconomicResilience #InvestorEducation #GenerationalWealth #RealEstateTaxBenefits #RealEstateInvestorTips #CapitalGainsTax #InvestorMindset #SyndicationStrategy #EntrepreneurMindset

CONNECT WITH DUGAN:

Website: https://kelleyclarkelaw.com

LinkedIn: https://www.linkedin.com/company/kelleyclarkelaw/

IG: https://www.instagram.com/kelleyclarkelaw

FB: https://www.facebook.com/kelleyclarkelaw

YT: https://www.youtube.com/@KelleyClarkeLaw

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

172. Mitigating Risk in Real Estate & Private Equity with Brad Johnson

AJ and Chris Shepard — Wed, 06 Aug 2025 11:00:00 -0700

Check the episode transcript here

ABOUT BRAD JOHNSON

Brad is the Founder and CIO of Evergreen Capital. Brad has 20 years of experience investing in both traditional and alternative asset classes with a primary focus on high-cash-flowing assets. Brad is also a Partner of Vintage Capital, which focuses primarily on mobile home park investments. Previously, Brad worked as a real estate private equity operator. Early in his career, Brad worked at Wells Fargo's real estate investment bank and held various investment positions with private equity firms. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career.

THIS TOPIC IN A NUTSHELL:

From investment banking to private equity

Becoming an owner/operator

Manufactured housing as a niche

Advantages & Resilience of Affordable Housing

Operational Challenges of Managing Underperforming Parks

Having the right market, occupancy levels, and management team

Evergreen Capital’s three primary verticals

Shift Toward Debt Investments

Minimizing downside risk vs. chasing 10x returns

Long-term compounding and Short-term capital gains

Open-ended investment structures

Connect with Brad

KEY QUOTE:

“Real estate isn’t about hitting home runs. It’s about consistently hitting doubles while protecting your downside.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#ManufacturedHousing #AffordableHousingCrisis #RealEstateInvesting #PrivateEquity #GPStakes #CommercialRealEstateDebt #MobileHomeParks #AlternativeInvestments #HardAssets #AssetAllocation #InvestmentBanking #CashFlowInvestments #RiskAdjustedReturns #LongTermHold #TaxEfficientInvesting #EvergreenCapital #DebtInvesting #RealEstatePortfolio #LimitedPartner #GPInvestor #PassiveIncome #CashFlowRealEstate #BuildWealth #WealthPreservation #EconomicResilience #RealAssets #CompoundGrowth #FinancialFreedom #LegacyWealth #RecessionResistant

CONNECT WITH BRAD:

Website: https://www.evergreencap.com

LinkedIn: https://www.linkedin.com/in/bradleyjohnson

Interested in Mobile Home Parks? Check this out: https://vintage-funds.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

171. How to Vet Real Estate Deals and Sponsors Before You Invest with Wayne Courreges III

AJ and Chris Shepard — Wed, 18 Jun 2025 11:00:00 -0700

Check the episode transcript here

ABOUT WAYNE COURREGES III

Wayne is passionate about helping busy professionals build generational wealth by offering the opportunity to passively invest in commercial real estate syndications. His company, CREI Partners currently has over $50 million in assets under management in Texas, Louisiana, and Alabama. To build wealth for investors, Wayne focuses primarily on acquiring apartment communities and developing RV/Boat and Business Storage in areas with strong market fundamentals along with strategic partner relationships. Based out of Central Texas, Wayne leads the investment lifecycle and investor relations for CREI Partners as the Lead Sponsor and General Partner.

Wayne started his real estate journey while serving in the US Marine Corps. After completing his service as a Marine Corps Corporal in 2007, he started a career with a Fortune 125 commercial real estate firm that spanned 16 years before focusing full-time on real estate investments.

THIS TOPIC IN A NUTSHELL:

· From serving the Marine Corps to Real Estate Investing

· Founding CREI Partners

· Getting into the Syndication space

· First Multifamily Acquisition

· Direct-to-seller approach and Due diligence

· Deal Structure & Underwriting Philosophy

· Approach to Acquisitions

· Navigating Challenges Post-Purchase and Market Dynamics

· Advice on vetting sponsors

· CREI Partners portfolio

· Connect with Wayne

KEY QUOTE:

We’re not in the business of winning bidding wars. We’re in the business of finding value."

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateSyndication #VetTheSponsor #MultifamilyInvesting #PassiveInvesting #RealEstateDeals #CREInvesting #SponsorDueDiligence #BuildWealth #FinancialFreedom #CashFlowInvesting #RealEstateStrategy #LongTermWealth #RiskManagement #EconomicResilience #AssetProtection #InvestorEducation #SmartInvesting #ApartmentInvesting #DirectToSeller #UnderwritingDeals #CRESponsors #RealEstateReturns #RealEstateCashFlow #RealEstateInvestor #CREAcquisitions #RealEstatePortfolio #WealthStrategy #GenerationalWealth #CashFlowRealEstate #InvestorRelations #EntrepreneurMindset

CONNECT WITH WAYNE:

Website: https://www.creipartners.com

LinkedIn: www.linkedin.com/in/wacourregesiii

Facebook: https://www.facebook.com/creipartners

Instagram: @creipartners

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

170. Aligning Investment Strategy with Life Goals with Jorge Vazquez

AJ and Chris Shepard — Wed, 11 Jun 2025 11:00:00 -0700

Check the episode transcript here

ABOUT JORGE VAZQUEZ

Jorge Vazquez is the CEO and co-founder of Graystone Investment Group, bringing over 20 years of experience in the real estate industry. With more than 3,500 transactions to his credit, Jorge’s expertise and dedication have been recognized in Forbes, and he led Graystone to win the prestigious Best of Florida Award in 2023. Throughout his career, Jorge has engaged in every type of real estate transaction imaginable, including “Subject to,” “house hacking,” “non-performing notes,” “corporate rentals,” Airbnb, wraparound mortgages, private notes, short sales, REOs, and more. His journey in real estate began as a licensed financial advisor, where his clients’ interest in real estate investments inspired him to transition full-time into the industry. When asked what is most gratifying, Jorge loves it when a client tells him, “Jorge, I retired because of you” or, “I was able to put my kids through college because of you.”

THIS TOPIC IN A NUTSHELL:

Jorge's journey in real estate

Aligning Investment Strategy with Life Goals

Real Estate as a Retirement Alternative

Short-term vs Long-term rentals

Owning a property vs becoming a private lender

Single-family homes vs. multifamily

Market Outlook & Florida-Specific Insight

Insights on Interest rates and inventory

Managing Risk & Growth

Property tax assessments and Insurance tips

Targeting Properties with Forced Equity

Connect with Jorge

KEY QUOTE:

“Your investment doesn’t have to be your favorite street. It has to make money.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #FinancialFreedom #RentalPortfolio #HouseHacking #BuyAndHold #EquityBuilding #PassiveIncome #LongTermWealth #DiversifyWithRealEstate #RealEstateGoals #InvestmentStrategy #RealEstateAdvisor #LegacyWealth #RiskManagement #PrivateLending #ShortTermRentals #LongTermRentals #RealEstateEmpire #SmartInvesting #FloridaInvesting #TampaRealEstate #WealthStrategy #CashFlowProperties #RealEstateTips #RealEstateMentorship #AssetBuilding #HighEquityDeals #RetirementPlanning #WealthMindset #RealEstateWisdom

CONNECT WITH JORGE:

Email: jorge@graystoneig.com

Website: https://graystoneig.com

LinkedIn: https://www.linkedin.com/in/jorgevazquezjr

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

169. How to Build a Thriving Real Estate Team by Age 25 with Chris Williams

AJ and Chris Shepard — Wed, 04 Jun 2025 11:00:00 -0700

Check the episode transcript here

ABOUT CHRIS WILLIAMS

Chris A. Williams is a 25-year-old Owner of The Assets Real Estate Team/ Owner of 1st Class Real Estate Equity Group/ Real Estate Investor & Entrepreneur. He leads a top-ranked team responsible for representing buyers and sellers of distinguished properties throughout the Hampton Roads area.

After years of being a Top Agent in his market, Chris started the Assets Real Estate Team. His goal is to train and empower others, regardless of appearance or background, to be dominant forces in the Real Estate industry and the biggest Asset to their clients. Today, Chris now specializes as a Real Estate Investor and teaches Real Estate Agents and new Real Estate Investors how to make their money.

THIS TOPIC IN A NUTSHELL:

From Football Dreams to Real Estate Hustle

Breaking In During the COVID Era

Working hard vs. working smart

Becoming a Team Leader

Training and replicating success in new agents

Turning a stale listing into a successful deal

Creative deal structuring

Strategic Investment Philosophy

Evaluating each property’s best use

Building wealth with commission dollars

Giving Back Through Education

Connect with Chris

KEY QUOTE:

“If I can replicate success with one person, I can replicate it with many.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #CreativeFinancing #SubjectToDeals #RealEstateAgentLife #BuyAndHold #RealEstateTeam #YoungInvestors #EntrepreneurMindset #FinancialFreedom #BuildingWealth #PassiveIncome #HouseHacking #FixAndFlip #WholesaleRealEstate #RealEstateCoach #RealEstateMentorship #SalesLeadership #LeadGeneration #RealEstateStrategies #AssetBuilding #RealEstateSuccess #ScalingRealEstate #REIBusiness #RealEstateBroker #LongTermWealth #InvestSmarter #StartYoung #CashFlowRealEstate #RealEstateKnowledge #PassiveIncome

CONNECT WITH CHRIS:

Website: https://www.iamchrisawilliams.com

YouTube: https://www.youtube.com/@iamchrisawilliams

Instagram: https://www.instagram.com/iamchrisawilliams

LinkedIn: https://www.linkedin.com/in/iamchrisawilliams

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

168. Self-Directed IRAs Made Simple with Adam Bergman

AJ and Chris Shepard — Wed, 21 May 2025 11:00:00 -0700

Check the episode transcript here

ABOUT ADAM BERGMAN

Adam Bergman is an author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Through Adam’s leadership, IRA Financial has helped over 25,000 clients take control over their retirement and invest over $4.6 billion of retirement funds into alternative assets. Adam has authored 9 books on self-directed retirement plans, and is a leading voice in the self-directed retirement industry.

Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association.

THIS TOPIC IN A NUTSHELL:

Adam’s career and transition to retirement advisory

What Is a Self-Directed IRA?

Tax Benefits of Self-Directed IRAs

Solo 401(k)s for Business Owners

IRA Financial’s Client Experience

Common Use Cases for Real Estate Investors

Freedom of Investment Choice

Solo 401(k) vs IRA: Key Differences

The Power of Compounding & Roth Accounts

Connect with Adam

KEY QUOTE:

"The goal isn’t just to get rich. It’s to get rich tax-free."

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #SelfDirectedIRA #Solo401k #TaxFreeInvesting #AlternativeAssets #RetirementPlanning #WealthBuilding #IRAInvesting #FinancialFreedom #PassiveIncome #InvestWithIRA #DiversifyYourPortfolio #CheckbookControl #RothIRA #PreTaxIRA #TaxDeferredGrowth #HardAssets #TangibleAssets #SelfDirected401k #RealEstateIRA #PrivateInvestments #RealAssets #IRACompliance #InvestmentFreedom #RetirementWealth #AssetControl #SmartInvesting #WealthStrategy #RecessionResistant #LongTermWealth

CONNECT WITH ADAM:

Website: https://www.irafinancial.com

YouTube: IRA Financial

LinkedIn: https://www.linkedin.com/in/adambergman1

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

167. Buy Smart, Add Value, and Scale Fast with Self Storage with Joe Downs

AJ and Chris Shepard — Wed, 14 May 2025 11:00:00 -0700

Check the episode transcript here

ABOUT JOE DOWNS

Joe is a lifelong entrepreneur with business ventures spanning securities, mortgage, hospitality, and real estate industries. He co-founded The Belrose Group to pursue opportunities within the niche Self-Storage sector of Commercial Real Estate. He is actively involved in the organization's growth and management. Under his direction, the firm has evolved from traditional self-storage acquisition & investment and expanded to include development and consulting divisions. Joe loves nothing more than connecting with people and where possible, helping them achieve specific goals. He serves as a facilitator & educator through the Self-Storage Academy and Mastermind, where he is regularly featured as an expert speaker on the asset class.

THIS TOPIC IN A NUTSHELL:

Joe's entrepreneurial journey

Exploring other Real Estate Niches

Building a Distressed Mortgage Business

Entry into Self-Storage

Scaling in the Storage Industry

Value-Add Strategies in Traditional Self-Storage

Transition to B2B/Pro Storage

Development of ‘Pro Storage’ Model

E-commerce Trends Fueling Demand

Advice for Aspiring Storage Investors

Connect with Joe

KEY QUOTE:

“Real estate without tenants, toilets, and trash—that’s what caught my attention about storage."

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #SelfStorageInvestor #ValueAddStrategy #StorageInvesting #CommercialRealEstate #B2BStorage #ProStorage #SelfStorageDevelopment #StorageConversions #StorageOpportunities #CREInvestor #AlternativeInvestments #CashFlowAssets #StorageExpansion #SelfStorageFacility #InvestInStorage #PassiveIncome #WealthBuilding #StorageUnits #StorageBusiness #CommercialStorage #IndustrialStorage #StorageGrowth #CREStrategies #LongTermWealth #RecessionResistant #HardAssets #TangibleAssets #SmartInvesting #AssetBacked

CONNECT WITH JOE:

Website: https://www.belroseam.com

Email: joe@bellroseam.com

LinkedIn: https://www.linkedin.com/in/joe-downs-7990851

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

166. Why Hard Assets Are the Key to Generational Wealth with Ben Reinberg

AJ and Chris Shepard — Wed, 07 May 2025 11:00:00 -0700

Check here to view the episode transcript

ABOUT BEN REINBERG

Ben Reinberg is the CEO of Alliance Consolidated Group of Companies, an investor, mentor, educator, and philanthropist. Ben Reinberg is living proof that wealth can start with you and last for generations to come. Becoming a principal owner at the young age of 23, Ben has spent the last 30 years building a $500 million commercial real estate empire from the ground up.

He has acquired and managed billions of dollars of properties, developing millions of square feet of office, industrial, and medical properties throughout the United States, with offices in Deerfield, Illinois and Newport Beach, California. Ben has earned a reputation as a visionary and futurist, known for being first to market and unapologetically bold in his acquisition and investment strategies.

THIS TOPIC IN A NUTSHELL:

Ben’s Origin Story

Finding a Niche in Commercial Real Estate

Building Wealth the Smart Way

The Power of Daily Discipline

Lessons in Leadership and Team Building

Mentorship and Paying It Forward

Authentic Branding and Thought Leadership

Legacy, Balance, and Living with Purpose

Connect with Ben

KEY QUOTE:

“Empires aren't built overnight. It's with the right blueprint. It's one step at a time. It's one brick at a time.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#HardAssets #TangibleAssets #RealAssets #InflationHedge #CommercialRealEstate #CREInvestor #CREInvestment #RealEstateInvesting #RealEstateInvestor #MultifamilyInvesting #RealEstatePortfolio #CashFlowRealEstate #RentalIncome #ProtectYourWealth #RiskManagement #AssetProtection #WealthStrategy #RecessionProof #EconomicResilience #PreserveCapital #BuildWealth #WealthBuilding #FinancialFreedom #PassiveIncome #CashFlow #SmartInvesting #LongTermWealth #LegacyWealth #GenerationalWealth #EntrepreneurMindset

CONNECT WITH BEN:

Website: https://www.alliancecgc.com

LinkedIn: https://www.linkedin.com/company/allianceconsolidatedgroup

Instagram: https://www.instagram.com/alliancecgc

Facebook: https://www.facebook.com/AllianceCGC

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

165. How to Understand Commercial Sectors and Market Trajectories with Caleb David

AJ and Chris Shepard — Wed, 30 Apr 2025 11:00:00 -0700

Check the episode transcript here

ABOUT CALEB DAVID

Caleb is the Principal of David Commercial Real Estate. Creating space for people to be seen, heard and known makes Caleb David come alive. His love for the Front Range community, partnership, and connecting with people has helped Caleb to become one of the leading brokers in the Colorado Springs market. He provides reliable expertise in office, medical, retail, industrial and land markets. As an investor and owner of commercial real estate himself, Caleb brings a unique perspective and solid advice to his local, national and international clients. An epicurean at heart, Caleb loves traveling and sitting down to a delicious meal with friends and family.

THIS TOPIC IN A NUTSHELL:

Caleb’s journey to Commercial Real Estate

Flex warehouse deal in Colorado Springs

Importance of maintaining a broader perspective in brokerage

Commercial real estate Insights and multiple sectors

Acquisition of CRE property and value-add plan

Market awareness and understanding local dynamics

Strategies for evaluating tenants

Connect with Caleb

KEY QUOTE:

“As a broker, my job is not to just be like, hey, let's go find you something. It's like, no, let's find the best opportunity and get you connected with all of the right people that can help you financially get to the place where in three years when I come to visit you, you're still smiling.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#CommercialRealEstate #CRE #CommercialProperty #OfficeSpace #RetailSpace #IndustrialRealEstate #CREDeals #CREMarket #CREDevelopment #CommercialBroker #RealEstateBroker #CREBroker #TopBroker #BrokerLife #RealEstateAdvisor #CREBrokerage #LicensedBroker #CommercialSector #UrbanDevelopment #CommercialGrowth #MixedUseDevelopment #BusinessRealEstate #CorporateRealEstate #RealEstateDevelopment #RealEstateInvestor #CREInvestor #InvestInRealEstate #RealEstatePortfolio #CashFlow #PassiveIncome #WealthBuilding

CONNECT WITH CALEB:

LinkedIn: www.linkedin.com/calebdavid

Instagram: www.instagram.com/calebdavid

Facebook: www.facebook.com/calebdavid

TikTok: @caleb25david

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

164. How to Protect Your Real Estate Investments with Strategic Underwriting with Sam Morris

AJ and Chris Shepard — Wed, 26 Mar 2025 11:00:00 -0700

Click to view episode transcript

ABOUT SAM MORRIS

Sam is the CEO of Sunset Capital, a vertically integrated real estate investment and asset management firm based in Houston. With over 23 years of experience in real estate, he has led acquisition and disposition teams on transactions exceeding $550 million. Sam's background as a corporate banker for 18 years involved facilitating over $1B in real estate financing, equipping him with a comprehensive understanding of property lifecycle management.

THIS TOPIC IN A NUTSHELL:

Sam’s background and journey in real estate

Lender Inspections and Proactive Communication

Current market conditions and Underwriting tips

Market Dynamics and Deal Acquisition Strategies

Understanding Loan-to-Value Ratios

Pros and cons of floating and fixed-rate debt

Cost Control in Asset Management

The value of investing with experienced operators

Understanding local markets

Raising capital challenges

Connect with Sam

KEY QUOTE:

“It's okay to invest with somebody who's got some battle scars because they've been there and gone through it and they know how to get out on the other side. “

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #CreatingWealth #PassiveInvesting #AssetManagement #UnderwritingDeals #StrategicUnderwriting #CostManagement #ProactiveCommunication #FloatingRate #FixedDebt #LoanToValueRatio #FinancingStrategies #RaisingCapital #Lenders #Acquisitions #ValueAdd #Multifamily #Syndication #NetOperatingIncome #CostControl #RiskManagement #VerticalIntegration#FinancialFreedom #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH SAM:

Website: https://www.sunset-capital.com
Facebook: https://www.facebook.com/sunsetcapitalre

Instagram: https://www.instagram.com/sunset_capital

LinkedIn: https://www.linkedin.com/company/sunset-capital-tx/posts/?feedView=all

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

163. Creating Lasting Wealth: Why Asking the Right Questions Matter with Whitney Elkins-Hutten

AJ and Chris Shepard — Wed, 19 Mar 2025 11:00:00 -0700

Click to view the episode transcript

ABOUT WHITNEY ELKINS-HUTTEN

Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, founder of Ashwealth.com, and author of the award-winning #1 bestseller Money for Tomorrow: How to Build and Protect Generational Wealth. Through her proven wealth-building framework, Whitney empowers high-earning professionals and business owners to create secure, passive income streams that support a legacy of financial freedom for generations. With over $800MM in assets—including 6,500+ residential units, 15 express car washes, and 2,200+ self-storage units—Whitney guides clients to invest strategically, helping them confidently turn a single $100,000 investment into hundreds of thousands within a few years, or millions over decades.

THIS TOPIC IN A NUTSHELL:

Whitney’s background and journey to real estate

About her book - Money for Tomorrow

Current market cycles and their impact on investments

Understanding Investor Education and Relationships in Private Equity

Diversifying Investment portfolios

Investment Strategies and Risk Management

Identifying investment goals and risk tolerance

Money management and Wealth creation

Understanding the seven pillars of wealth

Connect with Whitney Elkins-Hutten

KEY QUOTE:

“I've taken my fair share of punches as a limited partner investor. If you've been investing for more than ten years, you know that not all equity deals will perform 100%. It's all about not putting too much capital in any one deal that could sink you. I've seen investors violate that immutable law of passive investing over and over again.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #CreatingWealth #PassiveInvesting #LimitedPartners #MoneyForTomorrow #InvestorEducation #InvestmentGoals #MoneyManagement #WealthCreation #PillarsOfWealth #MarketCycles #RiskManagement #GenerationalWealth #PassiveIncomeStream #FinancialFreedom #StorageUnits #Multifamily #InvestorOperator #EquityDeals #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH WHITNEY:

Website: https://ashwealth.com

LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

162. Diversifying Your Portfolio in International Markets with Anne-Michelle Wand

AJ and Chris Shepard — Wed, 12 Mar 2025 11:00:00 -0700

Click here to view the episode transcript

ABOUT ANNE-MICHELLE WAND

International real estate expert and conscious investor. Former single mom turned successful real estate entrepreneur who now lives in paradise on a Caribbean island in Panama debt free. Anne Michelle enjoys her life from this dream location, creating intentional investment opportunities for high earning professionals to diversify outside the USA.

With over 40 years of experience in real estate investments in emerging markets including Panama, Mexico, and the USA. She currently has a company called Passive Profit Partners that makes your money work for you instead of you working for your money.

THIS TOPIC IN A NUTSHELL:

Anne's initial foray into real estate investing

Her journey to Panama and why she chose to invest there

Government initiatives to attract investors

Investment Strategies and Future Projects in Panama

Starting a real estate franchise and creating a community

Investment Opportunities & Advantages of Investing in Panama

Real Estate Development & Growth areas

Connect with Anne-Michelle

KEY QUOTE:

“For me, it's much more than about ROI at this point in my life. I have to see it benefit people and the business on multilevels, bringing business into the communities to provide services for those people. It will benefit the entire community, and it'll provide the investors with significant ROI over the long term.”

Summary of Business:

Passive Profit Partners - We are a private investment fund with intentional and profitable real estate project development in Bocas del Toro, Panama.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #CreatingWealth #InvestmentFund #RealEstateDevelopment #LimitedPartners #RealEstateCommunity #FinancialFreedom #ConsciousInvestor #InternationalRealEstate #TrackRecord #LocationFreedom #Diversification #InternationalInvestments #BocasDelToro #Panama #BeyondBorders #InvestingAbroad #DebtFree #CarribeanIsland #PassiveProfitPartners #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH ANNE:
Website: https://www.passive-profit-partners.com
Email: prosperity@a-lifeyoulove.com
LinkTree: PassiveProfitPartners LinkTree

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

161. Breaking Misconceptions in a Competitive Market with Michael Voulgarakis

AJ and Chris Shepard — Wed, 05 Mar 2025 11:06:00 -0800

Check here for episode transcript

ABOUT MICHAEL VOULGARAKIS

Michael Voulgarakis is a seasoned commercial real estate professional with over 19 years of experience in debt and equity underwriting, capital raising, and asset management. At Southgate Ventures, he has successfully acquired 26 properties, completed 18 full cycle deals in the Puget Sound region, and asset managed real estate valued at over $300M. He holds a Master's in Commercial Real Estate Finance and a Bachelor's in Business Administration, equipping him with both the academic and practical expertise to deliver results in today's market.

THIS TOPIC IN A NUTSHELL:

Insights on investing in blue cities

Importance of Evaluating Markets

The impact of political perceptions

Michael’s background and journey in real estate

Investment focus of Southgate Ventures

Understanding market dynamics

Discussion on Tenant-Landlord Laws in Seattle

Rent control and rent increase process

Tenant demographics

Seattle vs. other West Coast markets.

Economic growth drivers

Property Taxes and Insurance Costs in Real Estate

Market Insights and Investment Strategies

Economic Challenges in Portland and Seattle

Connect with Michael

KEY QUOTE:

“Do not make an overarching assumption and a blanket statement about any market because I think what they're missing is opportunities to invest where other people are not. Go and talk to operators in that market and figure out what niche they have that they're making money in. “

Summary of Business:

Southgate Ventures invests in value-add and core multifamily assets in the Seattle MSA, which is a talent magnet for industries of the future. It has incredibly favorable demographic trends including a high concentration of lucrative tech, aerospace, biotech, and medical jobs which equates to a very creditworthy tenant base. A population growth projected at 3X the US rate, a job growth rate projected at 2X the US rate, and high home purchase costs, indicate increased rental demand.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #CreatingWealth #BlueCities #Misconceptions #ValueAddMultifamily #WestCoastMarkets #CompetitiveMarkets #MarketFundamentals #DebunkingMyths #HighCostMarkets #RentControl #PacificNorthwest #CommercialRealEstate #SeattleMarket #MarketDynamics #RealEstateDynamics #UnderwritingDeals #TechCompanies #HousingDemand #HousingSupply #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH MICHAEL:

Website: https://sreventures.com

LinkedIn: https://www.linkedin.com/in/michaelvoulgarakis

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

160. The Truth About Private Money and Hard Money Lending in Real Estate with Jay Conner

AJ and Chris Shepard — Wed, 26 Feb 2025 11:00:00 -0800

Click here to view the episode transcript

ABOUT JAY CONNER

Jay Conner began investing in real estate in 2003. At the start of his career, he relied on his local banker and was able to put together a few deals. After years of feeling owned by the bank, he learned how to buy properties using creative financing, including subject to and using lease-options.

After the market crashed in 2008, he had to abandon everything he knew about how to finance his deals. Then he heard about the world of private money. He developed his own system for gathering millions of dollars for real estate deals. Jay's unique system allows him to enjoy 7-figure profits year after year.

THIS TOPIC IN A NUTSHELL:

Jay’s transition from traditional financing to private money

Building trust and relationships with private lenders

Investing in Manufactured housing to single-family homes

Advantages of operating in a smaller market

The distinction between private money and hard money lending

Mechanics of Private Money and Self-Directed IRAs

Educational conversations vs. Funding request

Misconception on raising capital

Strategies for new investors to secure private money

Jay's new private money challenge

About the book "Where to Get the Money Now"

Connect with Jay

KEY QUOTE:

“The worst time to be raising money is when you need it for a deal.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #CreatingWealth #HardMoney #RaisingCapital #PrivateMoney #PrivateMoneyLending #PrivateMoneyAuthority #CreativeFinancing #DealFinancing #PrivateMoneyLenders #PrivateLenders #TraditionalFinancing #FundingSolutions #SellerCarryDeals #Loans #PrivateLending #SelfDirectedIRAs #ManufacturedHousing #InvestmentStrategies #HardMoneyLending #Acquisition #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH JAY:

Website: https://www.jayconner.com

Facebook: https://www.facebook.com/jay.conner.marketing

Linkedin: www.linkedin.com/company/jay-conner-private-money-authority-real-estate-investing

X: https://x.com/JayConner

Jay’s book: Where To Get The Money Now

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

159. How This Firefighter Found Success in Real Estate Investing with Dave Seymour

AJ and Chris Shepard — Wed, 19 Feb 2025 11:00:00 -0800

Click here to view the episode transcript

ABOUT DAVE SEYMOUR

Dave Seymour, a retired 16-year veteran of the Fire Service launched his Real Estate career during the last market crash, rapidly becoming one of the Countries top investors. Dave is considered a leading expert in commercial multi-family and ground-up development transactions. His success in business and Real Estate put him on the radar of A&E television network as well as multiple news organizations like CBS, ABC, CNBC,and FOX News.“FlippingBoston” aired on A & E for multiple seasons. He has helped accredited investors on their very first deal as well as guided large investment firms through complex transactions. Dave’s unwavering commitment to success is why investors seek his advice and choose to invest alongside his team at Freedom Venture Investments.

THIS TOPIC IN A NUTSHELL:

Dave's Journey from Firefighting to Real Estate Investing

Foreclosure, Wholesaling and Flipping

Capital Raising Strategies

Operational Structure and Management
Market Trends and Dynamics

Rent Increase Strategies and Market Insights
Discretionary Spending

Investor Engagement and Market Exploration
Personal Experiences and Career Transitions
Connect with Dave

KEY QUOTE:

“It goes back to the firefight. Looking to your left and right and knowing that you've got a massive skill set and capacity around you. One of the things I learned a long time ago was don't be the smartest person in the room because if you are, you're in the wrong room. “

SUMMARY OF BUSINESS:

Freedom Venture - We are a private equity real estate firm offering investment opportunities for accredited investors. We specialize in multifamily acquisitions and development.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #CreatingWealth #FireFighter #FireFighting #CommercialRealEstate #Foreclosure #Multifamily #MultifamilyInvesting #FreedomVenture #GroundUpDevelopment #Construction #CapitalManagement #RaisingCapital #Wholesaling #Flipping #InvestmentOpportunities #MarketConditions #FreedomVenture #Florida #Acquisition #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH DAVE:

Website: http://www.freedomventure.com

X: https://twitter.com/daveseymour343?lang=en

LinkedIn: https://www.linkedin.com/in/daveseymour343/Facebook-

Facebook: https://www.facebook.com/DaveSeymourLive

Instagram: https://www.instagram.com/daveseymour343

YouTube: https://www.youtube.com/@LEGACYAllianceClub

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

158. Land Investing 101: Spotting Great Deals and Avoiding Red Flags with Mark Podolsky

AJ and Chris Shepard — Wed, 05 Feb 2025 11:00:00 -0800

ABOUT MARK PODOLSKY

Mark owns Frontier Properties, a land investment company. Mark (AKA The Land Geek) is widely considered the country’s most trusted and foremost authority on buying and selling raw, undeveloped land in the United States.

Since 2001 Mark has completed over 6,000 raw land deals with an average return on investment of over 300% on cash purchases and over 1000% on land deals that he financed. Mark is the host of one of the top-rated podcasts in the Investing Category on iTunes aptly titled The Art of Passive Income Model.

THIS TOPIC IN A NUTSHELL:

Mark’s career and journey to real estate

About his book "Dirt Rich

Resilience in building a land investment business

From investment banking to land investing

Strategies for selling land and creating cash flow

Land Market Identification

His method of acquiring land deals

Common pitfalls and red flags in land investing

Software tools used to streamline the systems

Coaching and helping others succeed

Connect with Mark

KEY QUOTE:

“If you look at the cycle in real estate, there are times that it's going to be easy to buy and it's going to be easy to sell, let's call it equilibrium. But at any one point in that cycle, you're still in a good situation, especially if you know where you are at in the cycle. “

SUMMARY OF BUSINESS:

Frontier Properties, a land investment company - specializes in the acquisition of raw & developed land throughout the United States. We look for property in the path of development with compelling attributes and excellent ingress and egress.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #ClosingDeals #CreatingWealth #TheLandGeek #DirtRich #LandInvestment #LandInvesting #InvestmentStrategies #LandDeals #RedFlagsToAvoid #CommonPitfalls #RealEstateCycle #RawLand #LandFlipping #LandAcquisition #BuyingAndSellingLand #BestSellingAuthor #PassiveIncomeModel #LeasingRawLand #Acquisition #InvestorReturns #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH MARK:

Website: https://www.thelandgeek.com

LinkedIn: https://www.linkedin.com/in/thelandgeek

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

157. From Closing Deals to Creating Wealth: A Broker’s Journey to Syndication with Will Matheson

AJ and Chris Shepard — Wed, 29 Jan 2025 11:00:00 -0800

Click here for the Episode Transcript

ABOUT WILL MATHESON

Will Matheson is the co-founder of Matheson Capital, a real estate investment firm based in Charleston, South Carolina. Prior to forming Matheson Capital, founders Will and Evan worked as commercial brokers for Marcus & Millichap in Raleigh, NC. In just two years, they completed over 50 investment sales transactions totaling over $200 million as a part of the region's top team. Since the start of 2018, they have completed over 16 acquisitions, and have over $100 million of multifamily assets under management.

THIS TOPIC IN A NUTSHELL:

· Will’s journey into Real Estate and Matheson Capital

· First significant venture as an investor

· Advantages of being a broker and investor

· Acquiring properties off-market

· Target Market and Networking Strategies

· Advantages of using the MLS for acquisitions

· The role of value-add strategies

· Importance of Interior Renovations

· Matheson Capital's Current Status and Future Plans

· Identifying New Opportunities

· Selling assets at the right time

· Importance of short-term holds for building credibility

· Profitability of property management

· Connect with Will

KEY QUOTE:

“Cold calling and dealing with constant rejection really translates nicely to raising equity because you will get rejected by a lot of investors.”

SUMMARY OF BUSINESS:

Matheson Capital is a real estate investment firm based in Charleston, South Carolina. Through value-add strategies and a focus on the Southeast, we strive to deliver above-market returns. Since the start of 2018, we have completed over a dozen acquisitions and realized a weighted average investor return of 40%.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #AparmentInvesting #AssetManagement #CashFlow #Broker #Syndicator #Multifamily #Acquisition #ValueAdd #BrokerageBusiness #MultifamilySyndication #CommercialBrokers #MarcusAndMillichap #Charleston #ClosingDeals #CreatingWealth #BrokersJourneyToSyndication #MathesonCapital #InvestorReturns #RealEstateInvestments #SouthEast #RiskAdjustedReturns #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #RentalProperty #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH WILL:

LinkedIn: https://www.linkedin.com/in/wlmatheson

X: https://x.com/WLMatheson3

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

156. Debunking Turnkey Investment Myths and the Truth Behind Them with Zach Lemaster

AJ and Chris Shepard — Wed, 08 Jan 2025 11:00:00 -0800

ABOUT ZACH LEMASTER

Zach Lemaster is the founder & CEO of Rent To Retirement, the nation's leading turnkey investment company. Zach is a seasoned real estate investor and licensed broker that has accumulated a large portfolio of rental properties across multiple markets including single-family, multifamily, commercial and new construction. Zach is a licensed Optometrist who practices on a volunteer basis.

Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to retire early from his career in medicine to be a professional investor by strategically investing in markets that maximize cash flow, appreciation & equity. Zach went on to build a successful wholesaling, flipping & management business working across multiple markets which led to the foundation for Rent to Retirement.

THIS TOPIC IN A NUTSHELL:

Zach's Career Journey and Transitioning to Full-Time Real Estate

The concept of Rent to Retirement and how it came about
Understanding Cash Flow and Appreciation in Real Estate Investment
Leveraging tax deductions and benefits

What is 1031 exchange and the advantage of using it?

Navigating Out-of-State Investment Opportunities

Connecting people and investments that are not in their backyard
Turnkey Rentals and Misconception on Turnkey Investments
Creative deal structure and financing options
Market Selection Strategy

Significance of supply and demand dynamics

Property Management and Insurance Strategies

The most rewarding part of being an investor

Connect with Zach

KEY QUOTE:

“What we really enjoy about working in the industry is how impactful of a difference we can make in people's lives, teach them, and help them build a strategy. It's not all sunshine and rainbows. Real estate takes work and takes grit. It's a long-term game, but if you stay committed, I believe it's the most predictable path to wealth.”

SUMMARY OF BUSINESS:

Rent To Retirement - We specialize in providing turnkey rental properties in the best markets throughout the United States. At Rent to Retirement, we've done the legwork for you. We have thoroughly researched the best markets across the United States, carefully considering the combination of cash flow, equity, and appreciation potential. Our goal is to ensure that you benefit from all the advantages of real estate investing without the headache typically associated with property management and dealing with tenants. Live where you choose and invest in the markets that offer the best returns.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #AparmentInvesting #AssetManagement #CashFlow #1031Exchange #TurnKeyRentals #TurnKeyAssets #TurnKeyInvestments #DebunkingMyths #TaxBenefits #CreativeFinancing #TaxAppreciation #RentToRetirement #Rentals #PathToWealth #CreativeDealStructure #RentalProperties #Optometrist #Residential #SeasonedInvestor #MultipleMarkets #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #RentalProperty #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH ZACH:

Email: invest@renttoretirement.com

Text REI to 33777

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

155. Why Single-Family Homes in Great School Districts Thrive with Sean O'Dowd

AJ and Chris Shepard — Wed, 18 Dec 2024 11:00:00 -0800

Click here to view the episode transcript

ABOUT SEAN O’DOWD

Sean is the General Partner for Scholastic Capital. Scholastic Capital buys single-family homes in high-end public school districts and rents them to families on long-term leases. He started his career as a consultant with Boston Consulting Group (BCG). He graduated with Honors from The Wharton School of Business. Most importantly, Sean is married with two kids and a third on the way!

THIS TOPIC IN A NUTSHELL:

Sean’s career before real estate

First few investments
What they do at Scholastic Capital
About the Deal in Illinois

What we like about this asset

Their criteria and How to Identify their target asset

Leasing & Identifying Target Rents

Underwriting process and challenges
KPIs and rent increases
Typical Expense ratio of their portfolio

Financing and hold time for this asset

About the Evergreen Fund model

Why do you think this model is working amidst the price surge?
Investor returns and distributions
Current project and Target acquisitions
Connect with Sean

KEY QUOTE:

On Investing in Single-family homes in Elite School Districts:

“This model works because of accessibility. If you're looking to move into one of these good school districts for 4-6 years for multiple kids, renting makes more sense than buying a house. “

SUMMARY OF BUSINESS:

At Scholastic Capital, we create the opportunity for investors to partner with us through our laser focused strategy of buying single family homes in elite school districts and renting them to families on 3+ year leases. Our investors love our planned monthly distributions, equity growth, depreciation pass through, minimal use of leverage, and the multi-year leases to tenants.

Scholastic Capital is a rolling, evergreen fund that continuously admits new capital. New investors will have an immediate interest in the underlying portfolio of single-family homes in high end school districts.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #AssetManagement #CashFlow #SingleFamilyHomes #HighEndDistrict #SchoolDistricts #BuyBox #MidWest #Underwriting #FundModel #InternalRateOfReturn #Acquisitions #Leases#NetOperating Income #PublicSchoolDistrict #LongTermLeases #EvergreenFund #PrivateEquityFund #InvestmentOpportunities #SteadyCashFlow #Consulting #EliteSchoolDistsrict #LatestPodcastEpisode #RentalProperty #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH SEAN:

LinkTree: https://linktr.ee/seanodowd

X: https://x.com/SeanODowd15

LinkedIn: https://www.linkedin.com/in/sean-odowd

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

154. Streamlining Asset Management in Distributed Real Estate Portfolio with Chris Lento

AJ and Chris Shepard — Wed, 11 Dec 2024 11:00:00 -0800

Click here to view the episode transcript

ABOUT CHRIS LENTO

Chris Lento is the Founder and Managing Member of EM Capital. He has a background in Mechanical Engineering from Carnegie Mellon and professional development training at Boston University and MIT. Chris has over twenty years of experience in multifamily ownership, management, and investing. In addition to his academic achievements, Chris serves as a Board Member for Bay Cove. His passion is a testament to his dedication to building a better quality of life, which carries over into his professional commitment to EM Capital and its investors.

THIS TOPIC IN A NUTSHELL:

Chris’s journey to real estate

From being an Aerospace Engineer to an Investor
First few investments before going full-time
Why choose multifamily compared to other asset classes?
What skills have you learned as an aerospace engineer that you applied to real estate?
How do you choose which market to target?
Financial metrics that you are looking for in a deal
Knowing your investor's appetite
Using your network to expand to new markets
About the 67-unit deal in Kentucky
Challenges and lessons learned from this deal
Property Management and Value-Add Plan

Connect with Chris

KEY QUOTE:

On Dealing with Property Managers:

“I learned that once you feel something's not right here, something's probably not right. You can tell by how the property is performing, and how things are being handled.”

SUMMARY OF BUSINESS:

EM Capital is a trusted real estate investment firm located in Boston, MA, led by founder Chris Lento. We cater to accredited investors seeking to diversify their portfolio through multifamily real estate investments. We focus on providing both cash flow and asset appreciation, ensuring our investors benefit from balanced a investment strategy.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #AparmentInvesting #AssetManagement #MultifamilyInvestment #CommercialRealEstate #CashFlow #MultifamilySyndication #InvestmentReturns #NewMarket #TargetMarket #DistributedPortfolio #AssetClasses #EmergingMarkets #TertiaryMarket #ValueAddPlan #StreamlinedAssetManagement #CapEx #AerospaceEngineer #CapitalExpenditures #CapitalImprovements #EconomiesOfScale #InvestorsApettite #PropertyManagement #PropertyManagers #LatestPodcastEpisode #RentalProperty #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork

CONNECT WITH CHRIS LENTO:

Website: https://emcapitalgroup.com

LinkedIn: https://www.linkedin.com/in/christopherlento

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

153. Why Transitioning to Commercial Real Estate Is Worth the Effort with Charles Seaman

AJ and Chris Shepard — Wed, 04 Dec 2024 11:00:00 -0800

ABOUT CHARLES SEAMAN

He resides in Charlotte, NC and serves as a Managing Partner of Cash Flow Champs. He’s responsible for building and maintaining broker relationships and performing and overseeing the company’s underwriting activities. He’s also involved with contract negotiation and capital raising to make sure that the deals close, remaining involved after closing to manage the assets so that they perform in a manner that provides investors with exceptional returns. He’s currently a general partner in five (5) multifamily properties totaling 663 units, having gone full cycle on six (6) multifamily properties. He’s also a Multifamily Coach with Master Passive Income and is a co-host of the Charlotte REWBCLUB and the MPI Multifamily podcast.

THIS TOPIC IN A NUTSHELL:
Charles's career and journey to real estate
Investing in single-family homes and wholesaling

Getting into the Syndication space
What’s the difference between Single Family vs Commercial RE?

Building relationships with brokers
Dealing with partners/sponsors

About the 64-unit deal in Charlotte

Price, metrics, and Value Add Plan

Section 8 tenants and rent collection
How they deal with promise-to-pay tenants
What was the projected hold time for this asset?
Average Annual Return

Challenges in the deal
Projecting expense ratios in your market

How to know that an onsite manager makes sense

Connect with Charles

KEY QUOTE:

“The fundamental difference between single-family homes and commercial real estate is that SFH tends to be transactional, whereas commercial is more relationship-based. “

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #AparmentInvesting #AssetManagement #MultifamilyInvestment #CommercialRealEstate #CashFlow #MultifamilyCoach #PropertyManagement #SingleFamilyHomes #Transactional #RelationshipBased #MultifamilySyndication #Brokers #NegotiationSkills #Charlotte #NorthCarolina #Underwriting #Section8Tenants #Landlords #Tenants #BrokerRelationships #BuildingRelationships #InvestmentReturns #AverageAnnualReturn #ExpenseRatio #CashFlowChamps #MasterPassiveIncome #RentalProperty #PassiveWealth #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHARLES:

Website: https://linktr.ee/charles_seaman

LinkedIn: https://www.linkedin.com/in/charles-seaman1

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

152. Real Estate Market Insights and How to Invest Amid Economic Shifts with Neal Bawa

AJ and Chris Shepard — Wed, 20 Nov 2024 11:00:00 -0800

Click here to view the episode transcript

ABOUT NEAL BAWA

Neal Bawa is CEO / Founder at Grocapitus and Mission 10K, two commercial real estate investment companies. Neal’s companies use cutting-edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 1,000 investors. Neal shares his team’s unique and cutting-edge real estate data methodologies to connect with geeky and nerdy (or just data-driven) investors who share his vision – that data beats gut feel by a million miles.

Over 10,000 real estate investors have taken his free Real Estate Data Analytics course on udemy.com and the course has over 1,000 five-star reviews. Neal speaks at dozens of real estate conferences across the country and virtually online. Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach its potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope.

THIS TOPIC IN A NUTSHELL:

Neal as the “mad scientist” of real estate

How Grocapitus started
What is mission 10k?

Acquisition and Development

Challenges of interest rates spike
His Insight on the real estate market in the next two years

How to Forecast Housing Demand and Supply

Knowing the different markets to invest
Effect of the spike of interest rates on Development
FED’s role in rates and impact on the economy

About the Super Value Add Deal

Location, metrics, and what they like about the property
Raising capital

Value Add Implementation and Returns

Challenges encountered along the way
Connect with Neal

KEY QUOTE:

“A lot of times you'll find opportunity in a deal, but you have to be able to follow through and solve challenges. You constantly try to look for solutions to every problem. That is the true value we created there.”

SUMMARY OF BUSINESS:

Grocapitus Investments is a very fast-growing Multifamily Real Estate Investment company based in Fremont, CA. Grocapitus sources, acquires, manages, and develops large Multifamily, Build-to-Rent, and Fourplex communities in many states across the U.S. We help people become financially free by investing in apartment buildings, student housing and self-storage properties in high-quality markets nationwide. We also build best in class new construction multiplexes and student housing.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #Syndication #AparmentInvesting #MultifamilyPortfolio #AssetManagement #MultifamilyInvestment #CommercialRealEstate #CashFlowing #PropertyManagement #MarketShift #DownTurn #Acquisitions #AssetUnderManagement #MarketInsights #MarketPrediction #DataAnalytics #DataDriven #RealEstateDataAnalytics #DataMethodologies #MadScientist #MadScientistOfMultifamily #DataGuru #RaisingCapital #RealEstateInvestment #RentalProperty #PassiveWealth #WealthBuilder #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH NEAL:

Website: https://multifamilyu.com

Grocapitus Investments: https://grocapitus.com
Free eBook: Location Magic – https://multifamilyu.com/lp/location-magic-ebook/
Join Our Investor Club – https://multifamilyu.com/club

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

151. The Art of Buying Right in a Down Market with Andrew Cushman

AJ and Chris Shepard — Wed, 13 Nov 2024 11:00:00 -0800

ABOUT ANDREW CUSHMAN

Andrew Cushman is a former chemical engineer who found his entrepreneurial calling in real estate. In 2007 Andrew left his corporate position to start a business in real estate investing, starting off flipping single-family properties in Southern California. Sensing a shift in the market, in 2011 Andrew transitioned to multifamily acquisitions and has successfully syndicated and repositioned over 2600 multifamily units.

Outside of the business world, Andrew has been a certified alpine ski instructor and when not working in real estate enjoys surfing, backcountry skiing, and trying not to be outwitted by his two young children.

THIS TOPIC IN A NUTSHELL:

Andrew’s career and what made him switch to real estate

From chemical engineer to Syndicator
Partnership with Vantage Point acquisitions
His big mistake early on
Typical hold time for assets
Which location do they focus on buying assets?
Their target buy box
Finding deals and underwriting

Building relationships with brokers
How do they approach capital raising?

About the 80-unit Deal in Carrolton Georgia
How did they find it and why did they pursue it?
Value Add plan and stabilization of the property
Buying right even with a down market
Connect with Andrew

KEY QUOTE:

“The best time to buy is when the pessimism is at the highest, you will get the best pricing with the least competition. “

SUMMARY OF BUSINESS:

Vantage Point Acquisitions (VPACQ) is a real estate private equity firm focused on acquiring, repositioning, and operating B- to A-class multifamily communities throughout the Southeast. As operators, we take pride in our hands-on asset management approach and transparent investor communications throughout the life cycle of the investment.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #RealEstate #Syndication #AparmentInvesting #Multifamily #AssetManagement #MultifamilyInvestment #PropertyManagement #GeneralPartner #LongTermInvesting #BuyRight #DownMarket #MarketShift #DownTurn #Acquisitions #AssetStabilization #Renovation #OperationValueAdd #ManagementValueAdd #CapitalImprovement #LandLordFriendlyStates #TenantFriendlyStates #Underwriting #InvestorBased #LongTermAssets #RaisingCapital #RealEstateInvestment #RentalProperty #PassiveWealth #WealthBuilder #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH ANDREW:

Website: https://www.vpacq.com

LinkedIn: www.linkedin.com/in/andrewcushmanvpa

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

150. Fix-and-Flip to Multifamily Syndication: Adapting for Bigger Wins with Brian Ferguson

AJ and Chris Shepard — Wed, 06 Nov 2024 11:00:00 -0800

Click here to view the episode transcript

ABOUT BRIAN FERGUSON

Brian is an experienced real estate investor and one of Victoria’s top business managers taking multiple awards including “Top 20 Under 40” multiple times and many “Best of the Best” awards for various businesses he owns. Brian initially started investing in single-family properties in 2008 and over the years he has grown his portfolio to include over 1000 multifamily doors, several commercial properties, and even a residential home-building company.

Since his start in real estate investing, Brian has been passionate about expanding his knowledge and sharing it with others to help them attain true financial freedom. He has been personally involved with over $400 million of real estate transactions and with $150 Million in Assets under management.

THIS TOPIC IN A NUTSHELL:

About Brian and what they do at Fergmar

Starting as Fix & Flipper
Transition to Buy & Hold Investments
Vertical Integration & adding different divisions
Exploring other Asset classes

Getting into Syndication

Which investment do you focus on?
Investing as a Limited Partner (LP) and General Partner (GP)
About the Deal in Victoria Texas
Property Details and What They Like About It

Capital Improvements and value add plan implemented

Hold time and projected returns
Underwriting a commercial value add project
Finding the right investor avatar for each deal
Connect with Brian

KEY QUOTE:

“The knowledge you get from deals and listening to how people are doing whether good or bad, that's invaluable to me. People pay that or more to go to somebody's conferences around the world. “

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #FixAndFlip #HouseFlipper #RealEstate #Syndication #AparmentInvesting #Multifamily #Development #MultifamilyInvestment #CarIndustry #PropertyManagement #GeneralPartner #LimitedPartner #LongTermInvesting #CommercialValueAdd #ValueAddPlay #InvestorAvatar #RightAvatar #SyndicationModel #LongTermAssets #MultipleAssetClasses #RaisingCapital #RealEstateInvestment #RealEstateEvolution #RentalProperty #PassiveWealth #WealthBuilder #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH BRIAN:

Altunas Capital: https://altunascapital.com
Fergmar: https://fergmar.com

Email: Bferguson@fergmar.com

LinkedIn: https://www.linkedin.com/in/brian-ferguson-05b4328a

Facebook: https://www.facebook.com/bhferguson

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

149. Consumer-Driven Innovation in Commercial Real Estate with Joe Brady

AJ and Chris Shepard — Wed, 30 Oct 2024 11:00:00 -0700

ABOUT JOE BRADY
JOE BRADY is an international corporate real estate expert who had a front-row seat to the evolution of retail, from brick and mortar to omnichannel, and is now seeing the same forces at play in office real estate. He has led real estate for Walgreens and scaled The Instant Group across the Americas while writing, speaking, and advising on the impact of accelerating technology, changing consumer behavior, and implications for consumer real estate.

Now based in Jacksonville, Florida, Brady remains one of the most sought-after voices on real estate's response to online disruption. In his best-selling book, "Work Shop: The consumer-driven transformation of Commercial Real Estate", Brady argues that omnichannel commerce and hybrid workplace models represent convergence points between traditional industry siloes.

THIS TOPIC IN A NUTSHELL:

Joe's journey in real estate
Retail business and company ventures
Brick & mortar shops vs. online e-commerce platform
Pros & Cons of opening up retail space
Creative destruction of spaces
Supply chain and demand
Leveraging technology in workspaces
Behavioral economics and work-life balance
Metrics of Productivity
Consumer-driven behavior
Work culture & collaboration
About his book - Work Shop

Connect with Joe Brady

KEY QUOTE:

“People want to engage in purposeful presence, not passive attendance.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #CommercialRealEstate #CRE #REstrategist #strategist #author #retail #RetailInvestment #OfficeSpaces #WorkShop #CommercialPortfolio #HybridWorkspace #Hybrid #WorkLifeBalance #WorkFromHome #ConsumerDriven #BehavioralEconomics #Technology #SupplyAndDemandChain #BrickAndMortar #PurposefulPresence #PassiveAttendance #CREtransformation #RealEstateInvestment #RealEstateEvolution #RentalProperty #PassiveWealth #WealthBuilder #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH JOE:

Website: www.joebrady.ai

LinkedIn: https://www.linkedin.com/in/joebrady03

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

148. From Single-Family to Multifamily: A Journey to Sustainable Wealth with Arn Cenedella

AJ and Chris Shepard — Wed, 23 Oct 2024 11:00:00 -0700

ABOUT ARN CENEDELLA

Arn Cenedella is a real estate broker and investor with over four decades in the industry. Starting in 1978, Arn built a thriving Silicon Valley residential brokerage business in Palo Alto while building a sizable portfolio of single-family rental properties in the Bay Area and across the US. In 2020, Arn transitioned his SRF rental portfolio to multifamily investments and founded Spark Investment Group to help busy professionals and parents reap the benefits of commercial real estate investment without the hassle of operating the properties. Arn currently manages and operates a multifamily portfolio as a general partner and sponsor of over 1100 units with a total value in excess of $138M.

THIS TOPIC IN A NUTSHELL:

Arn's journey to real estate

Getting into the brokerage business
Investing in Single-Family Homes

Investor avatar and target market
What does the transition to multifamily look like?

Finding the right partners with the right skillset
About the Greenville 26-unit Deal
Location and metrics of the asset

Why we like this project
Hold period, Refinancing & Mortgage options

What is the business plan & value add implemented for this project?
Why long-term investing is the key to this current market?

Advice to someone who wants to take the leap from SFH to Multifamily

Connect with Arn

KEY QUOTE:

“Is there anything in anyone's life experience that indicates the cost of housing will go down? I'm 70 years old and I've never seen it. Now, yes, there are momentary dips, but it's all that does is a logical and natural correction, and then it sets the stage for the next 5 - 7 year run-up.”

SUMMARY OF BUSINESS:

Spark Investment Group is a leading real estate investment firm, providing fully vetted, cash-flowing investment partnership opportunities in Carolina Multifamily and Build to Rent properties (BTR) for busy professionals. Spark Investment Group works with individuals who are dissatisfied with the low returns from savings accounts and bonds, or who are concerned about the turbulence of the stock market.

Founded by Arn Cenedella, the Spark team consists of seasoned operators who have the time, skills and discipline required to identify opportunities with tremendous profit potential and put together deals that have been carefully vetted.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #broker #brokerage #SiliconValley #InvestorAvatar #AssetClass #SingleFamily #SFH #DealHunter #RaisingCapital #Duplex #Builder #multifamily #Apartments #ApartmentBuilding #Syndicator #ApartmentSyndicator #MultifamilyApartments #506Boffering #LongTermInvesting #Underwriting #RentalProperty #ValueAddPlan #Underwriting #PassiveWealth #WealthBuilder #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH ARN:

Website: https://investwithspark.com
Facebook: https://www.facebook.com/investwithspark

Youtube: https://www.youtube.com/channel/UCo8iXP8V2DOBRnBpJVj-30Q

LinkedIn: https://www.linkedin.com/in/arncenedella

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

147. Why Real Estate Fuels Entrepreneurial Dreams with Vanessa Alfaro

AJ and Chris Shepard — Wed, 02 Oct 2024 11:00:00 -0700

ABOUT VANESSA ALFARO

Vanessa Alfaro is an entrepreneur, founder of six 7-8 figure companies in 3 countries, a real estate investor, innovator, and a multifamily syndicator who was recently profiled in the Real Estate book “10 Paths” as one of the ten most successful Real Estate Investor stories in 2022.

Vanessa is the Founder of Venus Capital Partners. With Vanessa’s extensive background in business, entrepreneurship, finance, capital raise, and team leadership, she led the company to $50 AUM in only 3 years.

Born in Venezuela, Vanessa founded Absot Marketing at 22, which quickly grew into a leading BTL firm. Expanding to Panama, she co-founded Octametro, hitting 7 figures in a year and earning the title “Woman of the Year.” Later, in Los Angeles, she co-established the top Hispanic content provider, Autoproyecto.

THIS TOPIC IN A NUTSHELL:

Vanessa’s entrepreneurship journey
Characteristics of an Entrepreneur
What's exciting about real estate
What got them into the Syndication game
Underwriting and Finding Deals
Leveraging Other People’s money

About the 96-unit Deal

What they like about the deal

Loan and refinance options
Ways to increase the income of the property
Dealing with cap rates and market shift

Executing the Business Plan

Challenges encountered for this project

A good metric that your company is doing well

Connect with Vanessa

KEY QUOTE:

“As an entrepreneur, what's exciting about real estate is that every property is like a new business. Each deal is a new business plan. You have to execute the marketing plan and bring it to success. “

SUMMARY OF BUSINESS:

Venus Capital is a women-owned Real Estate Investment firm focused on technology and innovation to provide investors with the best opportunities in Real Estate investing, and acquire assets in emerging markets in the US. Venus Capital delivers exceptional results by utilizing cutting-edge technology, leveraging deep industry knowledge, and constantly incorporating AI into all departments in the company to optimize operations, marketing, customer service, and asset management. This allows us to maximize profits and provide unparalleled value to our investors.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Tenants #Landlord #Entrepreneurs #Marketing #BusinessPlan #Syndication #RealEstate #Investors #Refinance #Construction #Rehab #SavvyInvestors #Investments #RepeatInvestors #NewProperty #PropertyManagement #Acquisitions #Apartments #Multifamily #RentalPortfolio #syndicator #Entrepreneurship #AssetManagement #AssetClass #GardenStyleApartments #RentalProperty #ValueAddPlan #Underwriting #PassiveWealth #WealthBuilder #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH VANESSA:

Website: https://www.venuspartners.com

Facebook: https://www.facebook.com/VanessaAlfaroCapital

Instagram: https://www.instagram.com/vanessavenuscapital

LinkedIn: https://www.linkedin.com/in/VanessaGAlfaro

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

146. Build-to-Rent Investments: What Investors Need to Know with Jim Sheils

AJ and Chris Shepard — Wed, 25 Sep 2024 11:00:00 -0700

ABOUT JIM SHEILS

Jim Sheils is a successful real estate investor, author, and mentor focused on helping entrepreneurs achieve financial freedom and work-life balance. As a partner at Southern Impression Homes, he has been instrumental in building rental portfolios in Florida’s high-growth markets, specializing in Build-to-Rent properties with management services. Jim's real estate expertise includes over 2,000 rehabs and a pivotal merger with Southern Impression Homes in 2022.

As the co-founder of 18 Summers, he provides keynotes and workshops on balancing business success with strong family relationships. With his wife Jamie, he authored the #1 Wall Street Journal bestseller The Family Board Meeting and Passive Income Playbook: Leverage Build-To-Rent Real Estate To Buy Back Your Time & Create A Legendary Family Life.

THIS TOPIC IN A NUTSHELL:

Jim’s journey to real estate

Why did he choose the Build-To-Rent niche?

What does the shift look like from doing Rehab to Ground-up construction?
What is the biggest learning curve for this transition?

Partnership and Target markets
Challenges encountered and how they overcame it

About the Deal – Details, Metrics & Location
Choosing Second-tier vs. Major markets
How long does a typical project take for the whole cycle?
Popularity and demand for this Build-To-Rent model

Returns and Performance of New Build Construction

Connect with Jim

KEY QUOTE:

For new construction, one of the biggest learning curves is growing patience. We found out that sometimes the actual cycle is longer from start to finish. That's something that you really need to get used to.

SUMMARY OF BUSINESS:

Southern Impression Homes - We specialize in the construction of large mid- to high-end residential housing projects in Florida. We’ve created successful passive income-generating portfolios for hundreds of investors, without the normal headaches. We provide in-house financing, property management and ongoing support for your success. Our track record of excellence and integrity drive our business and we have set up our company for growth, ensuring we take care of every detail, providing monthly income and equity growth for investors like you.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Tenants #Landlord #Developer #Remodel #BuildToRentInvestment #GroundUp #NewConstruction #NewBuild #BuildToRent #HomeOwner #Renter #JointVenture #Acquisition #SingleDuplex #QuadPlex #ConstructionTimeline #SecondTierMarkets #Residential #OwnLess #BetterQuality ##RentalProperty #ValueAddPlan #Underwriting #PassiveWealth #WealthBuilder #Florida #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH JIM:

Website: https://southernimpressionhomes.com

Facebook: https://www.facebook.com/SIHomesFL

X: https://twitter.com/sihomesfl

Instagram: https://www.instagram.com/southernimpressionhomes

LinkedIn: https://www.linkedin.com/in/jimsheils

Youtube: https://www.youtube.com/@SouthernImpressionHomes

Check out Jim’s book: https://jjplaybook.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

145. Traditional vs. Alternative Investments: Which is Right for You? with Denis Shapiro

AJ and Chris Shepard — Wed, 18 Sep 2024 11:00:00 -0700

ABOUT DENIS SHAPIRO

Denis began investing in real estate in 2012, when the market was just beginning to recover from the global financial crisis. He built a cash-flowing portfolio including many alternative assets, such as Note and ATM funds, mobile home parks, life insurance policies, tech start-ups, Industrial property, short-term rentals, affordable housing communities, and more. He co-founded an investment club for accredited investors in 2019. Following the success of his investor club, he launched SIH Capital Group.

Denis wrote The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways in 2021. His book is based on his own experience becoming a successful alternative asset investor and interviews with some of the best alternative asset investors in business today.

THIS TOPIC IN A NUTSHELL:

Denis's journey in real estate

Investing in mutual funds & stocks
His take on Traditional vs Alternative investments
Exploring other asset classes outside real estate

How to choose assets to invest
The commonality of alternative investments

Underwriting process on deals
From Joint Ventures to being the Operator

Implementing the business plan
Challenges in asset management

Ways to create revenue

Implementing systems to make life easier
Why they love affordable housing
Connect with Denis

KEY QUOTE:

To us, asset management is the most important aspect of investment. Sometimes, It's easy to close, but it's hard to operate.

SUMMARY OF BUSINESS:

SIH Capital Group was created with a mission to provide a consistent income to our investors using alternative investments rather than traditional Wall Street assets. We believe that alternative investments should be simple to understand, professionally vetted, and accessible to investors who want to grow their personal wealth.

Our alternative investments are designed with simplicity, transparency, and honesty in mind. Those are the three attributes that we look for when we make our investments, and we find that the returns always follow suit. We understand that your goals may change over time. That's why we offer funds and individual deals, so you can pick the investments that are right for you.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Multifamily #Consulting #AlternativeInvestments #AlternativeAssets #JointVenture #GeneralPartner #Sponsor #WallStreet #Stocks #Bonds #Equity #CommercialRealEstate #AssetManagement #Operator #PropertyManagement #BusinessPlan #RevenueCreation #AffordableHousing #Tenants #Landlord #Developer #MobileHomeParks #RUBS #TraditionalInvestments #RentalProperty #ValueAddPlan #Underwriting #PassiveWealth #WealthBuilder #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH DENIS:

Website: https://sihcapitalgroup.com

LinkedIn: https://www.linkedin.com/in/denisshapiro

Facebook: https://www.facebook.com/sihcapitalgroup

Instagram: https://www.instagram.com/sihcapitalgroup

Check out his book! https://sihcapitalgroup.com/the-alternative-investment-almanac

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

144. Texas Multifamily Deal: Why Trusting the Process is Key to Success with Shane Thomas

AJ and Chris Shepard — Wed, 11 Sep 2024 11:00:00 -0700

ABOUT SHANE THOMAS

Shane is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners. He is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst’s processes are best-in-class.

Shane is a Certified Public Accountant (CPA, Illinois) and Chartered Accountant (CA, Canada). Shane has a bachelor of Mathematics degree and a Master of Accounting degree from The University of Waterloo located in Ontario, Canada. Shane resides in Houston, Texas with his wife and three daughters.

THIS TOPIC IN A NUTSHELL:

Shane’s journey to real estate
How Catalyst Equity Partners started
His first real estate investment

Transition from a Passive investor to a General Partner

Connecting with like-minded investors
Finding the right business partner

Getting into the first deal and capital raising

Setting up an In-house Construction Company
About the 125-unit Deal in Texas
What we like about this deal

Challenges and Nuances of this deal

Post-acquisition plan for the deal

What we learned from this deal
Trusting the Process
Connect with Shane

KEY QUOTE:

“One lesson that I learned from the beginning was capitalizing your deals heavily upfront. We had a renovation budget, but many of these contingencies happen in these older deals. Looking back, we would have doubled our contingency bucket.”

SUMMARY OF BUSINESS:

Catalyst Equity Partners is a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

#RealEstateInvesting #Multifamily #Consulting #CertifiedPublicAccountant #CPA #LimitedPartner #GeneralPartner #Sponsor #RaisingCapital #Networking #BuildYourNetwork #Construction #VerticallyIntegrated #InHouseConstruction #Vacancy #Occupancy #Acquisition #Tenants #PropertyManagement #TrustTheProcess #RenovationBudget #RentalProperty #ValueAddPlan #Capex #Underwriting #PassiveWealth #WealthBuilder #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH SHANE:

Website: https://catequity.com

LinkedIn: https://www.linkedin.com/in/shanethomas-catequity/
Facebook: facebook.com/catEquity/
Instagram: https://www.instagram.com/catalystequitypartners

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

143. Investing with Confidence: Blueprint to Buying your First Property with Steven Andrews

AJ and Chris Shepard — Wed, 04 Sep 2024 11:00:00 -0700

ABOUT STEVEN ANDREWS

Steven Andrews is a real estate investor, business coach, and author with nearly a decade’s experience working in the real estate rental market. He founded SOARX Consulting in 2023 to empower individuals to turn their real estate dreams into reality.

Within nine years, Steven went from buying properties to supplement his income to pursuing real estate full-time. Today, he owns and manages hundreds of properties through his virtual property management company, Realty Management Group.

In addition to writing his new book, The New American Dream: A Simple Roadmap to Purchasing Investment Properties Steven established SOARX Consulting, where he provides an eleven-week course outlining the same process he used to create his rental property company. The program, like the book, offers a roadmap to finding the kind of success Steven has in the business called real estate.

THIS TOPIC IN A NUTSHELL:

Steven’s journey to real estate
Mentorship and inspiration
Value Add Strategy

How to deal with the first property

Buy, Rehab, Rent, Refinance, Repeat method
Giving back to others through real estate
How the book came about -The New American Dream

Consultation services and coaching program
The target market they focus on

How to find the right deal using this strategy
Real estate vs Stocks
Knowing the Real estate trends

How to approach someone if you need consultation

Connect with Steven

KEY QUOTE:

“The good thing about real estate is that the principles are the same. How you do it makes the difference. Real estate is such a great tool and wealth builder that you can do things in many different ways and can still be successful at it. “

SUMMARY OF BUSINESS:

SOARX Consulting was created to help everyday people get into real estate. With a mission to empower others, Steven founded SOARX Consulting to help individuals achieve their goals by starting their own rental property company. SOARX Consulting offers an 11-week course, which gives you a step-by-step road map on how to be successful in the business called real estate. This is the same proven process that Steven personally used to navigate the success that he had. SOARX Consulting is here to help the next generation of people achieve their dream of getting into real estate!

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Multifamily #Consulting #BusinessCoach #Buy #Rehab #Rent #Refinance #Repeat #BRRRRmethod #AmericanDream #Refinance #HouseFlipping #CapitalImprovements #CosmeticUpdates #WealthBuilder #SoarXConsulting #NewAmericanDream #PropertyManagers #InvestmentProperties #RentalProperty #RoadMapToSuccess #ValueAddPlan #Capex #Underwriting #PassiveWealth #WealthBuilding #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH STEVEN:

Website: https://www.soarxconsulting.com/

Book Page: https://www.soarxconsulting.com/thenewamericandream

Facebook: @SOARX Consulting

Instagram: @soarx_consulting

LinkedIn: @Steven Andrews

YouTube: @soarxconsulting

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

142. From Military to Multifamily: Overcoming Vacancies and Delinquencies with Chris Linger

AJ and Chris Shepard — Wed, 28 Aug 2024 11:00:00 -0700

ABOUT CHRIS LINGER

Christopher Linger is the Principal at Up Plex Capital LLC. Having built a personal portfolio valued at over $100M, Chris and his wife created significant passive income for themselves and their investors by finding the best properties today’s market can offer. Chris has an MBA, twenty-seven years of active duty Navy services (retired), now a full-time apartment syndicator.

THIS TOPIC IN A NUTSHELL:

Chris's journey to real estate

How Up Plex started
Scaling into Syndication and other asset class

Getting into coaching and other business venture
What they learn from being a passive investor first
About the 200-unit Texas deal

Details & metrics about this project
What made them pursue this deal?
Target hold time and returns for this project
What is your team's Value-add plan?
How to deal with Vacancy & Delinquency issues

Handling eviction process, section 8 tenants, and moratoriums
Pros of this project

Connect with Chris Linger

KEY QUOTE:

“Location is the key and the management. Being involved, having some surprise visits, getting collaborative with the PM as well as accounting folks and back office, to understand that you know where the money is going, and if what else can we cut back on something. “

SUMMARY OF BUSINESS:

Up Plex Multifamily Investments is a private equity firm designed to make it more attainable for investors to invest in these incredible wealth-building assets with confidence. Our partners get to leverage our time, network, and decades of experience to create peace of mind with every investment they make with us.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Multifamily #Syndication #MultiFamily #LimitedPartners #GeneralPartners #RealEstatesSyndication #PropertyManagement #Tenants #Landlord #MobileHomeParks #SelfStorage #AssetManagement #PassiveInvestors #ApartmentSyndicator #RealEstateInvestors #FloatingRateDebt #CommercialRealEstate #ValueAddPlan #Capex #CapitalExpenditures #Underwriting #Syndicator #Vacancies #Delinquencies #GeneralPartners #WealthBuilding #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHRIS:

Website: https://www.up-plex.com/homepage

Email: invest@up-plex.com

Instagram: https://www.instagram.com/popsrei

Facebook: https://www.facebook.com/hm2linger/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

141. Why In-House Property Management is a Game Changer with Sam Eddinger

AJ and Chris Shepard — Wed, 21 Aug 2024 11:00:00 -0700

ABOUT SAM EDDINGER

Sam is the founder of Ironclad Property Management, an investor-focused property management company in central CT. He has been involved in real estate from a young age and has witnessed how investing in real estate with a long-term horizon can build wealth.

In 2018, after 15 years as a nuclear engineer, he surprised his coworkers and managers by leaving his desk job to start Ironclad Property Management. Because of his experience in engineering, Sam brings a data analysis and process-based approach to property management. Because of his experience as an investor, Sam works to help each client improve their investment rate of return by renting high, renting fast, and renting well.

THIS TOPIC IN A NUTSHELL:

Sam’s career and his journey in real estate

Real estate network and community
Entrepreneur’s organization

What is NARPM?
Mortgage and loans to leverage deals
Benefits and challenges of setting up the PM company
Why go for real estate syndication?
How to add value as a syndicator
Branching out in different markets

Hurdles that you see in getting into the Syndication game
Underwriting and his take on their current market
Pain points of Property managers
Advice to his 25-year-old self
First Entrepreneurial Endeavor
Formal and informal training that shaped his journey
His biggest mistake and what he learned from it
Connect with Sam

KEY QUOTE:

“My biggest mistake was overanalyzing the numbers on everything and not taking more risks.”

SUMMARY OF BUSINESS:

Ironclad Property Management specializes in helping single and multi-family investors throughout central Connecticut. We are a process-based company and pride ourselves in removing the headaches of managing rental property while improving performance for our clients.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Multifamily #Syndication #MultiFamily #RealEstatesSyndication #PropertyManagement #AssetManagement #Investors #RealEstateInvestors #NARPM #JointVenture #EntrepreneurOrganization #NAPRMcommunity #HardMoneyLoan #SmallMultifamily #CommercialRealEstate #SeasonedInvestors #ValueAdd #Portfolio #Underwriting #InHousePropertyManagement #BlueStates #Connecticut #Syndicator #VerticalIntegration #GeneralPartners #Operators #WealthBuilding #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH SAM:

Website: www.ironcladpm.com

Email - sam@ironcladpm.com
Phone no. 860-254-7343

LinkedIn: https://www.linkedin.com/in/sameddinger

Facebook: https://www.facebook.com/tempstguru

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

140. The BRRRR Effect: Your Way to a Bigger Portfolio with Wyatt Simon

AJ and Chris Shepard — Wed, 14 Aug 2024 11:00:00 -0700

ABOUT WYATT SIMON

Washed-up basketball player turned Investor. Wyatt Simon owns and operates a $20M+ vertically integrated real estate portfolio and has mastered the BRRRR strategy. Wyatt helps students take control of their financial future by utilizing real estate. He is a member of Citylight Church, and the author of "Your First 100 Doors: A Real Estate Investor's Guide to Scaling a Rental Portfolio."

THIS TOPIC IN A NUTSHELL:
Wyatt’s journey to real estate investing
Discovering the BRRRR strategy
How he bought his first property

Scaling from SFH to Multifamily
How he added value to his first house

3 Steps and hurdles encountered to scale his portfolio
Finding partners and growing the team
Vertical integration and Property management

Their role as operators and how they complement each other

How to look for their deals

Marketing channels and strategy
Underwriting and Target market

Current portfolio in Omaha
Direct mail and how it works for them

Advice for a 20-yr-old self

First Entrepreneurial Endeavor
Formal and Informal training shaped his journey
His biggest mistake and what he learned from it
Connect with Wyatt

KEY QUOTE:

“Success is built by habits that you have. It's all the private victories underneath that you have to do in order to get to that public victory. “

SUMMARY OF BUSINESS:

Full Circle Real estate - A Full Service Multifamily Real Estate Investment Firm based out of Omaha Nebraska. We focus on strong cashflow midwest markets that are recession-resistant. Full Circle Equity partners get the added benefit of in-house property management with Wyatt’s team, Full Circle Property Management. We believe managing buildings effectively is one of the single greatest things we can do to maximize our investments.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Multifamily #BRRR #buy #rehab #refinance #rent #repeat #SingleFamilyHouse #MultiFamily #BRRRRstrategy #Skillset #wholetailing #FHAloan #CashFlow #RealEstatePortfolio #StabilizeAssets #Marketing #MarketingStrategy #underwriting #TrackRecord #coach #habits #HabitsOfEffectivePeople #Scale #CosmeticUpdates #BuildingWealth #RealEstateDeals #RealEstateOpportunities #WealthBuilding #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH WYATT:

Facebook: https://www.facebook.com/wyatt.simon

Instagram: https://www.instagram.com/wyattbuysbuildings/

Website: https://www.wyattsimon.com/, https://fcequitypartners.com/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

139. Ensuring Your Deals Pencil Out with the Right Mortgage with Rob Beardsley

AJ and Chris Shepard — Wed, 07 Aug 2024 11:00:00 -0700

ABOUT ROB BEARDSLEY
Rob Beardsley co-founded Lone Star Capital in 2018 and has overseen the acquisition, financing, and management of over $600 million in apartment communities. As CEO, Rob drives the strategic growth of the firm, while also identifying and raising capital for new investment opportunities. He leads Lone Star Capital's in-house property and construction management division, Lone Star Communities, ensuring excellence in renovation, lease-up, and ongoing management. Rob has sold over 25,000 copies of his two books on commercial real estate. He is a sought-after speaker at industry conferences nationwide and hosts the popular Lone Star Capital podcast. Prior to Lone Star Capital, Rob studied Information Systems at Carnegie Mellon University for two years before pursuing his entrepreneurial ambitions full-time.

THIS TOPIC IN A NUTSHELL:
Rob's career and journey to real estate

Challenges encountered and how to overcome them

Building your network and finding the right partners
Lessons learned along the way

How do you nurture your investors?
Rob’s take on raising capital
Acquisitions and setting up a capital stack
Pros and cons of floating rate debt vs. fixed rate debt
How to make your numbers pencil out
Kind of deals that they are actively pursuing

Capital Expenditures and returns of the project
Underwriting with the current market & rates
Advice to his 20-year-old self

First Entrepreneurial Endeavor
Formal and Informal training that shaped his journey
His biggest mistake and what he learned from it

Connect with Rob

KEY QUOTE:

“Do things when you can, not when you have to. ”

SUMMARY OF BUSINESS:

With over $500 million in acquisitions and over 30% returns since 2018, Lone Star Capital is a fast-growing real estate investment firm owning and operating over 3,000 multifamily units in Texas. We deliver superior risk-adjusted returns through diligent sourcing and selection, vertically integrated property management, and rigorous reporting.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Multifamily #MortgageRates #FixedRateDebt #FloatingDebt #mortgage #ProsAndCons #Underwriting #CapitalExpenditures #CapEx #RaisingCapital #Equity #Nurture #BuildingRelationships #PositiveLeverage #CapitalStack #InternalRateOfReturns #IRR #BridgeLoans #CurrentMarket #CapRates #ExitCapRates #LoanGuarantor #RightMortgage #InvestmentOpportunities #BuildingWealth #RealEstateDeals #InvestingInRealEstate #RealEstateOpportunities #RealEstateStrategies #WealthBuilding #InvestmentInsights #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH ROB:

Website: https://www.lscre.com

LinkedIn: https://www.linkedin.com/in/rob-beardsley

Facebook: https://www.facebook.com/RobBeardsleyLSC

YouTube: https://www.youtube.com/@RobBeardsley-LoneStarCapital/videos

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

138. How Podcasting Drives Investment Opportunities with Trevor Oldham

AJ and Chris Shepard — Wed, 31 Jul 2024 11:00:00 -0700

ABOUT TREVOR OLDHAM

In 2017, Trevor Oldham created Podcasting You in response to the necessity for outstanding real estate investors to have the opportunity to spread their narrative on high-ranking podcasts. So far, Podcasting You has worked with 400+ real estate professionals and booked 6,500+ interviews.

Trevor himself is committed to a NNN Deal, Multifamily, and Self-Storage Development Deal, in addition to investing in mortgage notes and continually enlarging his real estate portfolio.

THIS TOPIC IN A NUTSHELL:
Trevor's career journey

About PodcastingYou and what they do

What led him to real estate investing
Finding clients and growth on the podcast
About the Self-Storage Deal
Alternative Investment Opportunities

Building your network and referrals

Vetting process of sponsors/operators
Target returns and steps to pursue the deal as a limited partner
Underwriting and Target market

Where do you see yourself as a limited partner/investor?

How do you come across investing in note deals?
Connect with Trevor

KEY QUOTE:

“If it sounds too good to be true, I'm not gonna invest in it. I like deals that are underwritten conservatively.”

SUMMARY OF BUSINESS:

Podcasting You helps alternative investment companies raise capital, generate more exposure, and increase their networking opportunities by appearing on top-rated podcasts.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #InvestmentOpportunities #PodcastingForInvestors #RealEstatePodcast #InvestmentTips #LimitedPartners #PassiveInvestors #WealthThroughRealEstate #RealEstateAdvice #InvestmentStrategy #PassiveIncome #PodcastInvestmentTips #RealEstateJourney #FinancialFreedom #RealEstateWealth #RealEstateInsights #PodcastingSuccess #RealEstateEducation #BuildingWealth #RealEstateDeals #InvestingInRealEstate #RealEstateOpportunities #InvestmentAdvice #RealEstateStrategies #PodcastForInvestors #WealthBuilding #InvestmentInsights #PodcastingImpact #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH TREVOR:

Website: http://podcastingyou.com
LinkedIn: https://www.linkedin.com/in/trevorjoldham/

Facebook: https://www.facebook.com/PodcastingYou

Instagram: https://www.instagram.com/podcastingyou/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

137. From Litigator to Syndicator: How Legal Expertise Fuels Real Estate Wins with Tilden Moschetti

AJ and Chris Shepard — Wed, 26 Jun 2024 11:00:00 -0700

ABOUT TILDEN MOSCHETTI

Tilden Moschetti is a commercial real estate and syndication attorney for the Moschetti Law Group. He holds an MBA in addition to a law degree, is a Certified Commercial Investment Member, and has advanced financial analysis training that allows him to offer clients a clear view on the economic decisions they are making.

Tilden has served exclusively as legal counsel to securities and Reg D syndication clients for the last nine years. He’s been a real estate attorney for nineteen years of law practice and brokered and consulted on hundreds of thousands of square feet of commercial real estate. He’s also an active Reg D syndicator. He also has the extensive, hands-on syndication experience to lean into.

THIS TOPIC IN A NUTSHELL:

Tilden’s Journey from Attorney to Syndicator
Real estate Litigation
Partnership and first real estate deal

How Litigation Skills Help in Syndication

Finding and Underwriting Deals
Types of Deals they have done
About the Medical Office Deal

What are their baseline criteria for their target market?
Metrics of this deal and how they found it
What do they like about this deal?
Project plan, hold time, and Exit plan

Target Returns and ways to improve the NOI

Financing and Raising Capital

Why this Deal is Successful

Connect with Tilden

KEY QUOTE:

“Focusing on the story of the deal and telling investors that we're going to make this a very safe deal for them. Investors will trust you more for it because you did exactly what you were going to do.”

SUMMARY OF BUSINESS:

Moschetti Syndication Law Group – the firm specializes in providing expert legal guidance for raising capital through Regulation D. Our services cater to various sectors, including real estate, entrepreneurs, crypto-businesses, and private equity. We pride ourselves on preparing customized, attorney-drafted private placement memorandums, operating agreements, and subscription agreements. Our primary focus is to ensure compliance with Regulation D, allowing you to navigate the capital raising process confidently and successfully.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateWealth #RealEstateInvesting #MultiFamily #AssetManagement #TargetReturns #SyndicationAttorney #Syndicator #Investors #CommercialRealEstate #RaisingCapital #RegulationD #SecuritiesAttorney #Entrepreneur #SyndicationCoach #LegalExperts #PrivatePlacementMemorandums #LitigationSkills #NegotiationSkills #Underwriting #MedicalOfficeDeal #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH TILDEN:

Website: https://www.moschettilaw.com

Facebook: https://www.facebook.com/syndication.attorneys

Instagram: https://www.instagram.com/moschettilaw

YouTube: https://www.youtube.com/@syndicationattorney

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

136. From Mail to Mixed-Use: Turning a Post Office into a Multifamily Gem with Kenny Wolfe

AJ and Chris Shepard — Wed, 05 Jun 2024 11:00:00 -0700

ABOUT KENNY WOLFE

Kenny Wolfe is an experienced multifamily syndicator, the Founder and CEO of Wolfe Investments, and the published author of “Investing in the Dream”, and “Your Quest to Financial Freedom." He invested in his first multifamily property in 2010 and instantly saw the potential for real estate to transform his life – allowing him to quit his day job and start a company.

Kenny has grown Wolfe Investments to over $715 million worth of assets under management. He has been a principal in over 9,000 multifamily units, $500MM in development projects, and $150MM in Triple Net assets. He holds a BBA from Baylor University and an MBA from the University of Texas at Arlington. Kenny currently resides in Plano, Texas with his wife, daughter, and son. When he’s not scouring the market for new deals, he enjoys discovering new vegan restaurants and rooting for the Broncos.

THIS TOPIC IN A NUTSHELL:

Kenny’s journey in real estate

About Wolfe Investments

Vertical Integration

Transition from Oil & Gas industry to real estate

About the Downtown Dallas Deal

Deal Metrics and Why it's a Great Asset

Unit mix and commercial use

The project plan for this asset

Hold period and Refinance

Underwriting and Target returns

Expectations on the Dallas market

Long-term goals & projects of Wolfe Investments

Criteria for Buying Deals

Taking Advantage of Interest rates when buying

About his books: Your Quest to Financial Freedom

His Book: Investing in The Dream

Connect with Kenny

KEY QUOTE:

“It's not an operation thing. It's just a financial crisis that's causing this which is great, cause you know that you're buying at the right price. Even at these higher interest rates, you can make some really good money.”

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SUMMARY OF BUSINESS:

Wolfe Investments is a diversified private equity real estate firm focused on bringing valuable investment opportunities to our investors. Founded in 2012, Wolfe Investments began as a husband and wife company with a focus on multifamily real estate investments in the Dallas/Fort Worth area. We’ve expanded to include commercial real estate, real estate development, and hard money lending in our offerings in addition to multifamily. Our passion and purpose is to create passive income for our investors so that they can achieve their investment goals and ultimately become financially free.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateWealth #RealEstateInvesting #MultiFamily #AssetManagement #TripleNetLease #Courthouse #PostOffice #ValueAddMultifamily #CommercialRealEstate #Underwriting #Author #InvestingInTheDream #YourQuestToFinancialFreedom #OilAndGasIndustry #Dallas #Texas #Inflation #HighInterestRates #GroundUpDevelopment #AlternativeInvestments #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH KENNY:

Website - https://wolfe-investments.com

LinkedIn - https://www.linkedin.com/company/wolfe-investments

Facebook: https://www.facebook.com/kennywolfe.investments

Instagram: @realkennywolfe

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

135. Getting Creative with Deals and Leveraging Preferred Equity in Real Estate with Darin Davis

AJ and Chris Shepard — Wed, 22 May 2024 11:00:00 -0700

ABOUT DARIN DAVIS

Darin is the Principal at Club Capital. He is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He recently founded Club Capital to further address investor requirements for capital growth and cash flow.

Along with his two children, he launched The Never Quit Initiative, a 501(c)(3) non-profit organization, to address and provide solutions for the two top reasons that put families into bankruptcy: loss of income and medical expenses. Darin is an active Tiger 21 member and an honored alumnus of The University of Oklahoma.

THIS TOPIC IN A NUTSHELL:

Darin’s journey to real estate
Getting into Syndication & Raising Capital

Exploring other real estate classes & niches
About the 240-unit Land Development Deal
Acquisition and Financing
Overcoming challenges and crisis

A partnership that complements your skill
Why they consider this as the best deal they’ve done

Underwriting and trusting your gut with investments

Project cost and market value
Finding the right General Contractor
Supply and positive migration

Refinancing and Debt Service Coverage ratio
His take on interest rates and the current market

Preferred business model and target projects

Leveraging Preferred Equity
Exit plan for this project
What we learned from this deal

Goals and strategies for the upcoming year
Connect with Darin

KEY QUOTE:

“I learned not to be so excited to sell, because recreating an asset is hard, look at other options. We are looking at assets in a long-term approach because it's hard to ensure you are making money every time.”

SUMMARY OF BUSINESS:

Club Capital is an Austin-based real estate owner-sponsor specializing in multifamily acquisitions, development, private equity investments, asset management, and public-private partnerships. Combining over three decades of experience from its principals, Club Capital inherits rigorous practices in all facets of real estate investment, and launches with a new aim where vision meets value.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateWealth #RealEstateInvesting #PreferredEquity #MultiFamily #AssetManagement #LongTermApproach #Refinance #Development #InvestmentStrategies #Austin #Texas #Construction #HUDloans #RaisingCapital #LoanValuations #CreativeFinancing #HousingUrbanDevelopment #GroundUpDevelopment #NewConstruction #LandDevelopment #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH DARIN:

Website - https://clubcapital.co

Free Educational Resource: https://clubcapital.co/go

LinkedIn - https://www.linkedin.com/in/davisdarin

Facebook: @Club Capital

Instagram: @clubcapitalco

YouTube: https://www.youtube.com/@ClubCapitalCo

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

134. Deal Deep-Dive: Land of Opportunity and Passive Wealth Creation with Brent Bowers

AJ and Chris Shepard — Wed, 01 May 2024 11:00:00 -0700

ABOUT BRENT BOWERS

Brent Bowers is the Land Coach at The Land Sharks. As an Army Officer with over 8 years of service, Brent Bowers was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. His interest in real estate began in 2007 when he purchased his first home.

While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Brent chooses to live his life based on Bob Burg’s quote, “Your influence is determined by how abundantly you place other people’s interests first.” He is passionate about helping other people find success in real estate investing, particularly in land investments.

THIS TOPIC IN A NUTSHELL:

How the Landsharks came about

From military to real estate investor

Real estate network and community

Land flipping as a side hustle

What attracted him to land flipping and land deals

How to go about finding the owners of this land deals

What type of land deals are they targeting?

About the deal in Florida

Opportunity to develop

Process of sending Land offer letters

Wholesaling deals on Land

Average Timeline for Land Deals

Mass Mailing strategy

Finding a good assistant to scale your business

Overcoming Analysis Paralysis

Connect with Brent

KEY QUOTE:

“People would ask me if I am afraid that real estate is getting oversaturated, but then the more people I talk about this, the more people would send me deals. “

SUMMARY OF BUSINESS:

The Land Sharks Program is your easy, step-by-step guide for how to find land for pennies on the dollar…and quickly turn around and sell that land to an avalanche of hungry buyers for massive profits…and do it ALL without using your own money.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateWealth #LandInvesting #RealEstateInvesting #LandDevelopment #InvestmentProperty #LandAcquisition #LandOwnership #PropertyDevelopment #LandValue #LandForSale #LandROI #InvestInLand #LandPortfolio #LandMarket #LandAppreciation #LandOfferLetters #AgricultureLand #LandInvestmentStrategy #PassiveWealth #LandSharks #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH BRENT BOWERS:

Website: https://www.thelandsharks.com

LinkedIn: https://www.linkedin.com/in/brent1

Facebook: https://web.facebook.com/brentlbowers1

Instagram: https://www.instagram.com/brentlbowers

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

133. Deal Deep-Dive: Leveraging Financial Acumen for Real Estate Growth with Ryan Emrich

AJ and Chris Shepard — Wed, 24 Apr 2024 11:00:00 -0700

ABOUT RYAN EMRICH

Ryan Emrich is a real estate investor whose journey began as a full-time CPA buying a 3-family househack in Worcester, MA in 2019. Utilizing HELOCs and strategic partnerships, Ryan was able to invest in larger value-add deals. Leveraging his financial expertise and strategic acumen from working in accounting and finance, Ryan quickly expanded his portfolio, amassing nearly 90 units by the end of 2023.

Ryan has experience with househacks, rehab projects, BRRRRs, wholesaling, and multi-family syndications & joint ventures. Ryan emphasizes partnering with like-minded investors to unlock tremendous potential. In 2022, this gave birth to Blue Canyon Equity Partners, where Ryan and his co-founders raised money from investors to acquire lucrative real estate opportunities.

THIS TOPIC IN A NUTSHELL:

From CPA to Real Estate Investor

Target market and first real estate investment

How Blue Canyon Equity came about

Learning about Commercial Real Estate

BRRRR with other real estate asset classes

About the 6-unit Deal

Unit mix, purchase price, and how they found the deal

Value Add project plan

Construction budget and project timeline

Refinance & Mortgage

Overcoming challenges with asset management

Partnership and Syndication

Flip Project and Short-Term Investments

Rewarding aspect of real estate

Fiduciary duty as Managing Partner

Choosing deals that align with market trends

Connect with Ryan

KEY QUOTE:

“A very rewarding aspect of real estate investing is that as I become more proficient, there are definitely opportunities to share my knowledge, to help others learn, and we can even learn together.”

SUMMARY OF BUSINESS:

Blue Canyon Equity Partners is a real estate investment company dedicated to transforming Massachusetts communities through strategic real estate investments. We forge strong bonds with sellers, investors, and lenders, fostering an environment of collaboration and shared success. Our team of experienced professionals leverages their passion and expertise to empower our clients in achieving their individual goals, whether it's a swift sale, maximizing their property's value, or exploring creative solutions tailored to their unique needs.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateWealth #FinancialAcumen #PropertyInvesting #SmartInvestments #WealthBuilding #RealEstateGrowth #PropertyPortfolio #InvestmentStrategies #FinancialSuccess #AssetManagement #PropertyDevelopment #RealEstateInsights #InvestmentTips #RealEstateExpertise #StrategicInvesting #FinancialEducation #WealthCreation #PropertyWealth #InvestmentWisdom #RealEstateKnowledge #PropertyROI #InvestmentMindset #RealEstateStrategy #FinancialFreedom #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork

CONNECT WITH RYAN EMRICH:
Website: https://www.bluecanyonep.com

Instagram: https://www.instagram.com/ryanremrich

Tiktok: https://www.tiktok.com/@ryanremrich

Facebook: https://www.facebook.com/RREmrich

LinkedIn: https://www.linkedin.com/in/ryanremrich

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

132. Deal Deep-Dive: Finding Opportunity in Adversity with Ed Mathews

AJ and Chris Shepard — Wed, 03 Apr 2024 11:00:00 -0700

ABOUT ED MATHEWS

Ed Mathews is a seasoned real estate investor and the Founder of Clark St Capital. With over a decade of experience, Ed built a portfolio of multifamily properties in CT and Southeast US. For 24+ years, he worked for Silicon Valley start-ups, honing his skills in the go-to tech world. It wasn't until 2011 that Ed bought his first rental property. In 2018, he left the rat race to focus entirely on growing Clark St.

When he's not hunting new projects, he can be found spending time with his wife and their daughters. With deep real estate knowledge and a passion for helping others achieve their goals. Ed is a trusted mentor for anyone looking to build their own real estate empire.

THIS TOPIC IN A NUTSHELL:

Ed’s career and journey in real estate investing

Real estate as a side hustle

Transition to full-time real estate venture

About Clark St Capital and current portfolio

Acquisition and disposition of assets

Raising capital through the 1031 exchange

Takeaway from his career that is helpful in real estate business

About the 12-unit Multifamily Deal

Process of acquisition and value-add plan

Challenges encountered and what he learned from this deal

Ed’s first deal in real estate that was successful

Overcoming Analysis Paralysis

Connect with Ed

KEY QUOTE:

“If I learned anything from my Silicon Valley days, I would rather fire and then aim, make a mistake, and fix it than wait for a perfect scenario, which never arrives by the way.”

SUMMARY OF BUSINESS:

Clark St Capital LLC is a long-term holder of multi-family and mixed-use investment properties in Connecticut and throughout the US. We elevate people and their communities through sound real estate investment and management.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Syndication #Underwriting #ApartmentInvesting #RealEstatePortfolio #Rentals #PropertyManagement #RealEstateInvestor #MultiFamily #Acquisition #Connecticut #SiliconValley #FireDamage #RaisingCapital #AfterRepairValue #ClarkStCapital #LetterOfIntent #AssetManagement #Buildings #TechWorld #Assets #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH ED MATHEWS:
Website: https://www.clarkst.com

Phone: (860)675-5800

YouTube: https://www.youtube.com/@clarkstcapital

Podcast: Real Estate Underground

LinkedIn: https://www.linkedin.com/company/clark-st-capital

Twitter: https://twitter.com/clarkstcapital1

Facebook: https://www.facebook.com/ClarkStCapital

Instagram: https://www.instagram.com/clarkstcapital

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

131. Empowering Minds and Building Portfolios through Real Estate with Drew Whitson

AJ and Chris Shepard — Wed, 27 Mar 2024 11:00:00 -0700

ABOUT DREW WHITSON

Drew began his real estate career working for a boutique investment banking firm in St. Paul, MN which specialized in the syndication of public and private limited partnership real estate funds focusing on net-leased single-tenant properties. Drew began investing in real estate by purchasing single-family homes in his hometown of St. Paul MN and later expanded to apartment syndication. Drew has expanded his portfolio to over 4,400 units by acquiring multi-family properties in Minnesota, Tennessee, Kentucky, and Ohio markets. Drew has over $400M in his real estate portfolio. In addition to being a full-time real estate investor and syndicator, he is a Professor of Finance at Bethel University in St. Paul. He lives with his wife and four children in Mahtomedi, Minnesota.

THIS TOPIC IN A NUTSHELL:

Drew’s journey in real estate investing
Advantage as a buyer
From Real Estate Investor to Educator
Educating students about real estate and financial freedom
Partnership and Syndication
Knowing the local market
Landlord-Tenant laws
Ways to make money in real estate
About the 224-unit Deal

Acquisition process and due diligence

Raising capital

Partnership with Property Managers

Core Investment strategy

Finding that Value-Add component

Returns and capital expenditures
Mortgage and financing aspects of the deal

Deal structure

What type of assets are they looking for?

Connect with Drew

KEY QUOTE:

“Rent control is like cancer, it sort of spreads slowly so we know that's something that we have to consider as we assess the risks of the local investments.”

“It's better to start with the right partner up front, so when you hit the ground you already know a lot of your questions are answered and they're gonna be your partner in the long run for this asset.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Syndication #Educator #Underwriting #PropertyManagement #LocalMarket #Assets #PropertyManagers #RealEstateInvestor #MultiFamily #Minneapolis #RentControl #Landlord #Tenant #Acquisition #DueDiligence #DealStructure #InvestmentOpportunities #ReturnOfCapital #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH DREW WHITSON:

Email: drew@enduruscapital.com

Website: https://www.enduruscapital.com

LinkedIn: https://www.linkedin.com/in/drew-whitson

Facebook: https://www.facebook.com/enduruscapital

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

130. Deal Deep Dive: Wholesaling Strategies for Building Wealth in Real Estate with Jake Burhans

AJ and Chris Shepard — Wed, 20 Mar 2024 11:00:00 -0700

ABOUT JAKE BURHANS

Jake Burhans is a real estate entrepreneur who owns and operates two separate companies. With QA Home Buyers he is on a mission to empower communities by providing solutions for homeowners looking to sell their properties. Additionally, with Maple Birch Properties he is an active real estate investor with holdings in the New Hampshire area. Jake graduated from the University of New Hampshire with a degree in finance and has utilized his education and expertise to excel in the industry.

THIS TOPIC IN A NUTSHELL:

Jake’s journey to real estate

Projects and Partnerships

Trying out different facets of real estate

Starting the wholesaling biz

Using cashflow for capital expenditures

Growth and opportunities in real estate wholesaling

What is the impact of the current market on your business?

Two ways to generate leads in wholesaling

About the 12-unit Deal

Acquisition, Unit Mix & Financing

What have you learned from this deal?

Due Diligence Process

After repair value

Fix and flip vs Buy & hold

Underwriting and analyzing wholesale deals

Challenges and wins of the deal

Connect with Jake

KEY QUOTE:

“The journey is not really about the money, it's about buying our time back. The goal is not to get to a certain revenue point but to get out of the business, and automate it while generating cash flow.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Entrepreneur #Wholesaling #WholesalingRealEstate #realtor #wholesaler #MortgageBroker #Investor #multifamily #SmallMultifamily #InvestorGroup #Maintenance #Repairs #DueDiligence #LeadGeneration #ColdCallers #ColdCalling #InterestRates #LandLord #OwnerOccupied #Acquisition #AfterRepairValue #WholesalingCommunity #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JAKE BURHANS:

Website: qahomebuyers.com

Linkedin: linkedin.com/in/jacob-burhans

Instagram: https://www.instagram.com/jake_burhans

Facebook: https://www.facebook.com/jacob.burhans

YouTube: https://www.youtube.com/@jake_burhans

Tiktok: https://www.tiktok.com/@jake_burhans

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

129. Syndication Synergy: Devin's Role in Uptown's Strategic Vision

AJ and Chris Shepard — Wed, 13 Mar 2024 11:00:00 -0700

ABOUT DEVIN KELLY

Devin Kelly is a fifth-generation Oregonian and has shared a passion for adventure and the outdoors since childhood. After living in Costa Rica in 2002, he moved back to Oregon and spent 7 years as a commercial real estate broker specializing in Industrial sales and leasing.⁠ In 2006, he founded Oregon Active, a non-profit providing adventure therapy to people with disabilities and other life-challenging conditions. His TEDx Talk was based on his personal life story, which included an unknown illness that left him paralyzed and his full recovery that led him to help others.⁠ In 2016 Devin took his experience from the TEDx stage and became a TED Talk speaking coach and has helped numerous individuals and corporations with their presentation skills.⁠
⁠
In November of 2023, Devin joined the Uptown Syndication team as the Investment Manager and is looking forward to applying his years of experience in real estate and communication skills to help manage and grow Uptown Syndication’s portfolio of investment properties.⁠

THIS TOPIC IN A NUTSHELL:

Devin’s career background
A life-changing condition that led to a non-profit passion

How Oregon Active Foundation Came to Life

TED talk opportunities
Property management

His journey to commercial real estate
Representing concierge & working with homeowners

Skills & experience that Devin can bring to Uptown Syndication

Not Overpromising and Underdelivering

Your name and Your word

Good news or Bad news
Adding value and fostering a community of investors
What Uptown team is looking forward to Devin joining the team

Finding creative approaches to address the investor's needs

Goals and aspirations for 2024

Advice to his 25-year-old self
What did he learn from his first entrepreneurial endeavor?
His Formal and informal training that shaped his journey
His biggest takeaway in life

Connect with Devin

KEY QUOTE:

“Communicate the good and the bad. Sometimes you need to have that hard conversation that really builds that trust, Not overpromising and underdelivering. Give it to them straight, give it to them real, and do a good job of keeping them informed and involved in the decision-making process.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Syndication #OregonActive #NonProfitOrganization #InvestmentManager #PropertyManagement #AssetManager #IndustrialLeasings #Foundation #TedTalk #CommercialRealEstate #Oregonian #Speaker #Coach #Investor #HomeOwner #InvestorCommunication #Transparency #ToughConversations #Portland #UptownSyndication #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH DEVIN KELLY:

Phone No: 503-750-7961

Email: devin@uptownpm.com

Linkedin: https://www.linkedin.com/in/devinkelly1

Instagram: https://www.instagram.com/oregon_active

Facebook: https://www.facebook.com/devin.kelly.731

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

128. Investor's Approach to Market Fluctuations with Jordan Silvester

AJ and Chris Shepard — Wed, 28 Feb 2024 11:00:00 -0800

ABOUT JORDAN SILVESTER

With a rich history in real estate, tracing back to learning the ropes from his father, Jordan Silvester has carved a niche in Windsor, Ontario's real estate market, since 2007. Not just a realtor but a real estate investor has done more than 800 deals already. Jordan is celebrated as one of Windsor's top realtors, navigating through every facet of the journey, from first homes to investments and downsizing. For him, real estate is not merely transactional but deeply rooted in relationship-building.

He has extensive experience in investing, both with success and in navigating pitfalls within the industry. The experience includes large and smaller scales, and he is eager to honestly share the highs and lows, and help people avoid the mistakes he’s made. He wears flip-flops until it snows, doesn’t dress up with a suit and tie unless he has to, has been involved as a hockey coach, a leader in many avenues, likes to serve where he’s needed, and he’s a Leafs, Lions, and Michigan fan.

THIS TOPIC IN A NUTSHELL:

Jordan’s Career Background

His real estate journey

Being a Realtor and Investor

Canada’s real estate market

Interest rates in Canada vs. the US

How Inflation Affects Real Estate Investors

Understanding market trends and how to deal with them

The role of government in the current market

Rent control and property management

His pet peeves as an investor

How the current market affects his portfolio

Risk Mitigation of Investments

Fiduciary Obligation as Investor

Communicating with buyers and sellers

Renting vs. Buying

From leverage king to cash king

Transparency and relationship-building

Connect with Jordan

KEY QUOTE:

“Failure is only a failure if you don't learn. If it's learning, it's worth everything. We can't learn if we don't try.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #realtor #InterestRates #MarketFluctuations #MarketShift #mortgage #Inflation #MarketConditions #RealEstatePortfolio #RentControl #RiskMitigation #Fiduciary #MarketValue #RealEstateInvestor #Buying #Renting #CanadaMarket #USmarket #Ontario #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JORDAN SILVESTER:

Websites: https://jordansilvester.com
Linkedin: https://www.linkedin.com/in/jordan-silvester
Instagram: https://www.instagram.com/jordan.silvester.realtor

Facebook: https://www.facebook.com/jordan.silvester.3
Youtube: https://www.youtube.com/@Jordan.Silvester
Tiktok: https://www.tiktok.com/@jordan_silvester

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

127. The Syndicator's Journey: How to Position Yourself as a General Partner with Shannon Robnett

AJ and Chris Shepard — Wed, 21 Feb 2024 11:00:00 -0800

ABOUT SHANNON ROBNETT

Shannon is a Real Estate Developer and Syndicator focusing on Multifamily and Industrial real estate in the greater Boise area. He has financed projects with private investors, institutional investors, family offices/wealth managers, and through raising syndication capital with limited partner investors. Along with his team at Shannon Robnett Industries (SRI), Shannon is dedicated to sharing his expertise and delivering top-quality projects that bring in numerous passive income streams to his syndicate partners.

THIS TOPIC IN A NUTSHELL:

Shannon’s background and real estate journey

A family of real estate investors
Getting into Commercial Real Estate
Vertical Integration with Syndication and Construction
Assets under Management

From Builder to Capital Raiser
How did his construction background help in raising capital?
Providing investment opportunities

Raising capital and partnerships

How to vet Sponsors the right way

Underwriting fundamentals and mishaps

How do you approach a limited partner for capital calls?

Handling market shifts and challenges
What do you look for in financing options considering the current market?
Safeguarding Return of Capital
How to partner with more experienced people as a new GP
Connect with Shannon

KEY QUOTE:

“People don't wanna help you with financial stuff. When I realized that I wasn't asking them for help but instead I was presenting an opportunity that my resume said I had done many times. When I understood that, everything changed.”

SUMMARY OF BUSINESS:

Vertical Equity is the subsidiary SRI uses to raise monies, manage investors, and payout dividends as related to the purchase and sale of our investment properties.

Phoenix Commercial Construction is the licensed real estate development firm owned by SRI that we utilize as commercial builders.

Executive Management Services - a property management company.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #multifamily #InvestmentClub #Syndication #Rentals #CommercialRealEstate #RealEstateDeveloper #Construction #ApartmentComplex #Syndicator #GeneralPartner #Sponsor #LimitedPartner #CapitalRaising #AssetManagement #RiskMitigation #ReturnOfCapital #InternalRateOfReturn #BuildYourResume #Idaho #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SHANNON ROBNETT:

Websites: https://shannonrobnett.com

Linkedin: https://www.linkedin.com/in/shannonrobnett

Instagram: https://www.instagram.com/shannonrayrobnett

Facebook: https://www.facebook.com/shannon.robnett.1

Youtube: https://www.youtube.com/@ShannonRobnett

Podcast: Robnett’s Real Estate Run Down

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

126. Bridging the Gap and Building a Community of Real Estate Investors with Brian Davis

AJ and Chris Shepard — Wed, 14 Feb 2024 11:00:00 -0800

ABOUT BRIAN DAVIS

Brian Davis is a real estate investor, personal finance writer, and co-founder of SparkRental with over two decades in the real estate and finance industries. He owns fractional shares in over 2,000 units and regularly contributes as a real estate and personal finance expert for Inman, BiggerPockets, R.E.tipster, and more.

Along with his wife and daughter, he spends most of the year abroad living by his own rules. He loves hiking, cooking, pairing wine with said cooking, scuba diving, and occasionally surfing (badly). Most of all, he loves showing others how they too can create their ideal lives through real estate investing and lifestyle design.

THIS TOPIC IN A NUTSHELL:

Brian’s career background

Hard money lending experience

His real estate journey

How Spark Rental started

From Software solutions to Investment Clubs

Co-Investing and Partnerships

Getting into Real estate Syndication

Passive Investing through an Investment Club

Bridging the gap between Investors to Sponsors

How they vet deals as a community

Vetting Sponsors and Syndicators

What’s the advantage of joining an investment club?

What are the types of Investments that they do?

Communication with partners and investors

Information flow for quarterly reports

Advice to your 25-year-old Self

First Entrepreneurial Endeavor

How formal and informal education shaped his journey

What was your biggest mistake and what did you learn?

Investment Strategy and Diversification

Connect with Brian

KEY QUOTE:

“One of the challenges of being a middle-class investor or as a limited partner is trying to find good reputable sponsors who allow non-accredited investors, because they can't advertise to you.”

SUMMARY OF BUSINESS:

SparkRental is a comprehensive education and resource platform catering to all types of investors. If you're seeking high returns and tax benefits without the responsibilities of being a landlord, explore our Co-Investing Club and FIRE from Real Estate program.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #multifamily #InvestmentClub #Syndication #Rentals #HardMoney #HardMoneyLending #Author #InvestmentClubOrganizer #LimitedPartners #GeneralPartners #Syndicator #Multifamily #FractionalRealEstateInvesting #RealEstateCommunity #AccreditedInvestors #LandLord #NonAccreditedInvestors #Appreciation #PrivateEquity #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH BRIAN DAVIS:

SparkRental: https://sparkrental.com

Facebook: https://www.facebook.com/sparkrental

Facebook group: https://www.facebook.com/groups/propertymanagerslandlords

Twitter: https://twitter.com/sparkrental

LinkedIn: https://www.linkedin.com/company/14974629/

Instagram: https://www.instagram.com/sparkrental

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

125. Deal Deep-Dive: How to Handle Tough Conversations with Investors with Randy Langenderfer

AJ and Chris Shepard — Wed, 07 Feb 2024 11:00:00 -0800

ABOUT RANDY LANGENDERFER

Randy is President of InvestArk Properties, LLC focusing on creating investor value and passive income returns for the busy professional.

Randy is a former Chief Compliance and Audit Officer for a large academic medical institution, now a full-time real estate investor. With an MBA in finance, he has a keen understanding of how to analyze and review real estate investments. This expertise has enabled him to grow his portfolio from a single duplex to being invested in more than 4,000 units.

THIS TOPIC IN A NUTSHELL:

Randy’s career background

His journey in real estate investing

Transition from SFH to Multifamily

What kind of deals they are looking for as a sponsor

Target market and asset class preference

About the Deal

Unit mix, location, and capital improvements

Value Add Plan for the property

How new asset class adapts to market shift

Property management and lessons learned with PMs

Acquisition and financing

How to handle challenges as a Sponsor

Approach to Preferred Returns

Handling tough conversations with investors

Hold time for deals

Connect with Randy

KEY QUOTE:

“I would rather get singles or doubles and occasional triples than strikeouts. The person with singles or doubles will have more batting average and so it is with investing. “

SUMMARY OF BUSINESS:

InvestArk Properties' mission is to create significant passive income for our investors and partners by identifying, acquiring, and operating Multi-Family assets across the US, emphasizing Texas and Arizona.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #multifamily #DueDiligence #CurrentMarket #YieldPlay #PerformingAsset #RentalPortfolio #ValueAddProposition #InvestmentStrategy #ValueAdd #Sponsor #PropertyManagement #PreferredReturns #BusinessPlan #syndication #GeneralPartner #InvestorCommunication #Transparency #LimitedPartner #Investor #underwriting #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH RANDY LANGENDERFER:

Website: https://www.invest-ark.com

LinkedIn: https://www.linkedin.com/in/randy-langenderfer

Facebook: https://www.facebook.com/randy.langenderfer

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Tiktok| @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

124. Deal Deep-Dive: The Hidden Value of Medium-Term Rentals with Sarah Weaver

AJ and Chris Shepard — Wed, 31 Jan 2024 11:00:00 -0800

ABOUT SARAH WEAVER

Sarah Weaver is an author, speaker, coach, real estate investor, and business owner. Sarah runs three businesses that serve both real estate investors and real estate agents. She travels the country coaching real estate agents and hosting intimate retreats for investors. Talk about a dream life. Sarah owns 19 units in four states. This includes nine furnished rentals—all of which she self-manages from afar. Did we mention that Sarah is always traveling? She has traveled to 50 countries on six continents and has been fully nomadic since January 2019.

THIS TOPIC IN A NUTSHELL:

Sarah as author and speaker

Nomadic lifestyle

Her journey to MidTerm Rentals

Target clientele for MTRs

Why she loves MTRs

Her first few real estate investments

Other business ventures

Life experiences that made her a “Yes” person

About the Deal

Acquisition process

Unit mix, location, and financing

House hacking and capital improvements done

Turning units into MidTerm Rentals

Expenses and returns for this property

Tenant types for MTRs

Why people are looking for Medium Term Rentals

Vacancies and Turnover process

Property management and automation processes set up

Quitting her W2 job to become a full-time real estate investor

About Invested Adventures

Connect with Sarah

KEY QUOTE:

“Let's figure out this real estate thing because I'm telling you real estate is the vehicle to do the things that you want to do.”

SUMMARY OF BUSINESS:

Invested Adventures hosts epic events for real estate investors all over the world. Sarah takes investors on trips like hiking Patagonia and exploring Tanzania on an African Safari.

Arya Design Services helps investors analyze, furnish, and launch their furnished rentals nationwide.

The Sarah Weaver Mentorship Program serves investors looking to grow their portfolios no matter where they live.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #MidTermRentals #MTR #STR #ShortTermRentals #LongTermInvestment #AirBnBs #Author #Speaker #Entrepreneur #BucketListExperiences #InvestedAdventures #EpicAdventures #30DayStay #MediumTermRentalBook #FurnishedRentals #DigitalNomad #FourPlex #Duplex #Travel #PrimaryResidence #OwnerOccupied #AssetClass#Investor #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SARAH WEAVER:

Website: https://www.sarahdweaver.com

Instagram: https://www.instagram.com/sarahdweaver

LinkedIn: https://www.linkedin.com/in/sarahdweaver

Facebook Personal: https://www.facebook.com/sarahdweaver

Facebook Business: https://www.facebook.com/sarahdweaverpage

Twitter: https://twitter.com/sarahdweaver

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

123. Deal Deep-Dive: Why Value Add CRE is a game changer with Mike Holdwick

AJ and Chris Shepard — Wed, 24 Jan 2024 11:00:00 -0800

ABOUT MIKE HOLDWICK

Mike Holdwick is an accomplished real estate investor with a background in engineering design and construction. With a successful track record spanning over a decade, he is highly skilled in a variety of investment strategies and real estate classes. Currently, he owns and manages 5 commercial properties and a short-term rental with over 25 tenants. Mike is experienced in a wide range of investment strategies, including BRRRR, flipping, land contracts, 1031 exchanges, cost segregation studies, tax strategies, syndications, property management, and self-directed IRAs.

He has experience investing in a variety of asset classes, including self-storage, retail, mixed-use, light industrial, medical, professional office, residential, and multi-family properties.

THIS TOPIC IN A NUTSHELL:

Mike’s career background

Early retirement goals

First real estate investment

Accidental Landlord

How Mike’s career played into RE investing

Value-Add challenges of real estate

Property management and tools used

Dealing with tenants

VAs and onsite team

Why choose commercial properties?

About the Deal

Location and structure

How he found the deal

Property Details and zoning

Due diligence for the buildings

Financing and finding partners

Finding and Managing Tenants of the building

Deal structure and disposition plan

His future plan for this project

Reasons to love industrial buildings

Different ways to stabilize the property

Exit Strategies for Commercial Properties

What Financial freedom looks like

Business plan and potential partners

Connect with Mike

KEY QUOTE:

“Having a vision for what something can become is important in Value-add real estate.”

SUMMARY OF BUSINESS:

Pro Team Commercial Real Estate Investments is a partnership established in 2021 combining the experiences of a 20-year commercial real estate veteran and a high-earning commercial real estate investor.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #Syndication #ValueAdd #CommercialProperties #CRE #IndustrialBuildings #LightIndustrial #Flipping #Airports #Contractor #Tenants #Landlords #IndustrialPark #Community #StorageFacility #CommercialBuilding #DealStructure #Leases #CommercialLease #Engineer #EngineeringDesign #Construction #ProTeamCommercial #AirportConstruction #Investor #Investment Opportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH MIKE HOLDWICK:

Website: https://linktr.ee/mike.holdwick

Email: mike@proteamcommercial.com

LinkedIn: https://www.linkedin.com/in/michael-holdwick-4278999/

Instagram: https://www.instagram.com/proteamcommercial/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

122. Scaling Your Deal Flow with the Entrepreneurial Mindset with Tim Calise

AJ and Chris Shepard — Wed, 17 Jan 2024 11:00:00 -0800

ABOUT TIM CALISE

Tim is a versatile entrepreneur, investor, consultant, and podcast host who helps service business owners uncover the profits hidden inside their existing businesses. By the age of 25, Tim had raised over $325mm for his investment company before moving on to building a 7-figure tech-enabled fitness business alongside his wife. Most recently, Tim was one of the 4 Executive Team members at GymLaunch alongside Alex and Leila Hormozi where he oversaw the development and launch of ALAN, a machine learning SaaS company, which grew from zero to $20M ARR in 6 months. Currently, Tim helps make Founder’s dreams come true by implementing his Product to Profit TM Framework as a sought-after #2 to ambitious founders.

THIS TOPIC IN A NUTSHELL:

Tim’s background and entrepreneurial mindset

His first business during college

Alternative investments venture

Hedge Fund business and risk-adjusted investments

The target market for their services

Opportunity in Technology space

Partnership with Alex Hormozi

Tim as a coach and investor

Consulting vs. Coaching

Typical cycle of working with business owners

Investment strategies

Advice to someone stuck in the analysis paralysis phase

How to build the right team for you

Finding access to more deals

Setting up your Buy Box

Deal flow metrics

Connect with Tim

KEY QUOTE:

“If you're starting, you should write down your pre-established criteria of what types of deals you want so when a deal comes your way, you're not looking at it kinda ground up. Start with the end in mind and work backward to allow yourself to look at things objectively.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #Syndication #Entrepreneur #AlternativeInvestments #LowRiskInvestments #HedgeFunds #RiskAdjustedInvestments #Coach #BuyBox #PreEstablishedCriteria #DealFlow #TechnologySpace #Consulting #BusinessOwners #Equities #AnalysisParalysis #DealSources #SerialEntrepreneur #Investor #Investment Opportunity #IncomeStreams #Multifamily #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH TIM CALISE:

LinkedIn: https://www.linkedin.com/in/tcalise/
Website: https://timcalise.com/
IG: https://www.instagram.com/tim.calise/?hl=en
FB: https://www.facebook.com/timcalise/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

121. From Check-Ins to Lease Agreements: The Hotel-to-Apartment Conversion with Scott Fouser

AJ and Chris Shepard — Wed, 10 Jan 2024 11:00:00 -0800

ABOUT SCOTT FOUSER

Since September 2015, Scott has served as Chief Revenue Officer for Househappy, a leading-edge home service and technology platform. His role in the company came as a result of Househappy’s acquisition of GruntWorks, which he founded in 2011.

Scott’s other ventures have included RealNet, LeaseEasy, Tax Refund Centers, and Pacific West Properties. RealNet was one of the first real estate investment companies of its kind and made Inc. Magazine’s list of 500 fastest-growing private companies twice.

Scott graduated from Pepperdine University with a Bachelor of Science in Business Administration and Marketing. He has served as the Membership Chair for the Oregon Evergreen Chapter of the Young President’s Organization (YPO) and on the Board for the Portland Rose Festival Foundation. He has also served three times as a judge for the New Venture Championship through the University of Oregon and as a judge for Pepperdine University’s Fast Pitch competition.

THIS TOPIC IN A NUTSHELL:

Scott’s career background

His real estate journey

How Househappy came about

Syndication and 1031 exchange Ventures

What attracted him to the Syndication space?

Deal structure

The most valuable letter of the acronym of someone starting in real estate

About the Hotel Conversion Deal

Location and acquisition process

Conversion of the hotel to apartments & climate-controlled storage facility

Fundamentals and underwriting the deal

The real opportunity of this deal

How long does the conversion process take?

Challenges and opportunities encountered

Storage facility aspect

Asset management of actual units when completed

Target average annual returns

Housing and Demographics

Timelines and phases of this project

Connect with Scott

KEY QUOTE:

“The Deal is everything. Educating yourself and making sure you know what a good opportunity is. Finding it and having resources to find it whether it's your own efforts or people bringing them to you, that's where the biggest opportunity is.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #Syndication #ApartmentInvesting #ApartmentConversion #1031Exchange #LongTermLease #HotelConversion #MediumTermRentals #SelfStorage #ClimateControlled #StorageFacility #Investment Opportunity #IncomeStreams #Syndicator #Underwriting #AssetManagement #HouseHappy #PropertyManagement #Entrepreneur #Multifamily #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SCOTT FOUSER:

LinkedIn: https://www.linkedin.com/in/scott-fouser-4529895

Website: https://househappy.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

120. Deal Deep-Dive: From Tech Projects to Real Estate Deals with John Todderud

AJ and Chris Shepard — Wed, 20 Dec 2023 11:00:00 -0800

ABOUT JOHN TODDERUD

John Todderud, owner of Cardinal Oak Investments, is a multifamily investor and syndicator who focuses on sourcing, underwriting, sponsoring, and capital raising for deals. He began in real estate during his software and technology career, buying multifamily real estate. First smaller properties, focusing on finding vendors to repair, improve, and manage, then shifting his focus to partnering with other ambitious real estate investors to acquire larger properties. John is now full-time in multifamily real estate.

John creates opportunities for investors seeking stable, long-term passive income and tax-favored wealth building through investing in apartments. His team acquires properties in emerging markets where rental demand is strong, the community is growing, and smart renovations drive rent growth.

THIS TOPIC IN A NUTSHELL:

John’s career background

From software development to real estate

Investment opportunities that he can control of

First property bought as an investment

Learning how to manage the property

Getting into the Syndication space

Important Skills learned along the way

A book he wrote for Tech Professionals

About the 96-unit Deal in Oklahoma

How he found the deal

Property Details and capital improvements

Improving the occupancy and getting the leases up

Knowing tenants’ behavior and improving the community

Financing and Mortgage

Capital raise and projected returns

Cardinal Oaks’ future projects

Connect with John

KEY QUOTE:

“You got to be able to listen and take notes, respond, make sure that the people you are talking to knows that you are listening and you hear what they are saying. The listening translates to follow-up actions.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #TechProfessional #TechPreneur #SoftwareDevelopment #Syndicator #Syndication #CapitalImprovements #FinancialIndependce #LowOccupancy #BridgeLoan #multifamily #InvestmentPortfolio #CardinalOakInvestments #TechPros #Investment Opportunity #IncomeStreams #Underwriting #AssetManagement #PropertyManagement #Entrepreneur #Multifamily #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JOHN TODDERUD:

Email: john@cardinaloak.com

Instagram: https://www.instagram.com/johntodderud

Facebook: https://www.facebook.com/CardinalOakInvestments

LinkedIn: https://www.linkedin.com/in/johntodderud

Website: https://linktr.ee/johntodderud

Download your free e-book! Five Things Tech Pros Do To Guarantee They’ll Never Reach Financial Independence

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

119. Lawyer Turned Investor: Scaling up in Commercial Real Estate with Zach Winner

AJ and Chris Shepard — Wed, 13 Dec 2023 11:00:00 -0800

ABOUT ZACH WINNER

Zach is a Founding partner and the CEO of Prosperity CRE, a private equity firm specializing in providing passive investment opportunities in multifamily apartment complexes. Zach has successfully owned and operated a residential real estate company, mortgage brokerage company, and escrow company, with offices in Northern and Southern California, assisting clients in the purchase, finance, and sale of properties throughout the United States.

Zach is a licensed attorney and member of the California Bar Association. He is a graduate of the University of Southern California, and the McGeorge School of Law at the University of the Pacific.

THIS TOPIC IN A NUTSHELL:
Zach’s career background and journey to real estate
Companies built before real estate
Transition to Commercial Real Estate
Metrics they look at when looking at multifamily deals
Markets they focus on
Asset Under Management & Partnership with PM companies
About the 80-unit deal
How they found the deal
Unit mix and capital Improvements done
What are things that entice them to buy the deal?
Challenges and silver lining of this deal
Returns, split, and equity multiple
Cost segregation and 1031 exchange
Underwriting and due diligence
Different types of investors
Future business endeavors of Prosperity CRE
Connect with Zach

KEY QUOTE:

“Eventually, I realized for a variety of reasons that you're better off investing in larger properties and more commercial properties. It's a higher asset class, you have economies to scale, there are significant tax advantages, and you're dealing with much more professional property management companies.”

SUMMARY OF BUSINESS:

Prosperity CRE is a diversified commercial real estate investment firm, headquartered in Los Angeles, California. Prosperity CRE acts as operators, asset managers, and equity syndicators for commercial real estate properties throughout the US.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #ProsperityCRE #syndicator #PassiveInvestors #MultifamilyDeals #CommercialRealEstate #Attorney #AssetUnderManagement #MarketRents #CapEx #CapitalImprovements #DueDiligence #ValueAdd #Underwriting #AssetManagement #CostSegregation #PropertyManagement #LimitedPartners #GeneralPartners #Entrepreneur #Multifamily #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH ZACH WINNER:

Email: zw@prosperitycre.com

LinkedIn: https://www.linkedin.com/in/zachwinner/

Twitter: https://twitter.com/ZachWinnerCRE

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

118. Mastering the Art of Salesmanship - The Key to Captivating Investors with Sal Buscemi

AJ and Chris Shepard — Wed, 06 Dec 2023 11:00:00 -0800

ABOUT SAL BUSCEMI

Sal Buscemi is the CEO and Co-Founding Partner of HRN LLC, a private multi-family investment office, as well as the CEO of Dandrew Partners Capital Management. He also serves as the Managing Partner for several other direct investment vehicles, spanning multiple asset classes in commercial real estate and credit, fine art private credit facilities, special situations, and well-performing life sciences investments, among others.

As an author, Mr. Buscemi has penned several books on fund management and real estate private lending. A frequent speaker and guest lecturer on real estate finance, Mr. Buscemi has written numerous articles on the topic of real estate and private equity finance in various publications. Mr. Buscemi is a graduate of Fordham University and currently resides in Miami, Florida.

THIS TOPIC IN A NUTSHELL:
How Sal started from Wallstreet to Main Street
Learning the basics of Capital raising
Collaboration with Life sciences
How to vet your business partners
Raising fund worth 30 million at age 29
The second rule of real estate
Investment strategy for fundraising
The biggest takeaway of raising capital amidst the turmoil
Expanding skillsets and salesmanship
What should an investor do in this current economic market?
About Sal's books – Raising Real Money
What investors are really looking for?
How to fact-check and do your due diligence
His take on the real estate market in the next few months
Interactivity is the new currency
What’s the best way to get started in real estate?

KEY QUOTE:

“We are very protective of our track record because that's all you have at the end of the day. You're only as good as your last show in Vegas.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #RaisingCapital #FundRaising #Syndication #InvestmentStrategy #ValueAddModel #FundManager #RaisingRealMoney #author #AssetManagement #TrackRecord #Salesmanship #sales #Sponsors #Syndicator #GeneralPartner #Entrepreneur #Investment #Multifamily #CapitalCall #LifeSciences #InvestingLegacy #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SAL BUSCEMI:

LinkedIn: https://www.linkedin.com/in/salvatore-buscemi

Twitter: https://twitter.com/SMBuscemi

Instagram: https://www.instagram.com/salvatorembuscemi

Facebook: https://www.facebook.com/salvatore.buscemi.589

Amazon: https://www.amazon.com/stores/Salvatore-M.-Buscemi/author/B00O5IHPTC?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true

Get your free audible book here! Raisingrealmoney.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

117. From RN to ROI - How This Nurse Built a Real Estate Portfolio with Stacey Stegenga

AJ and Chris Shepard — Wed, 29 Nov 2023 11:00:00 -0800

ABOUT STACEY STEGENGA

Born and raised in a small town in Michigan, Stacey joined the Air Force to see the world. After 14 years of living overseas and in multiple different states, Stacey moved to Colorado to settle down closer to family. Despite being a critical care nurse for 11 years, her income was nearly cut in half from relocating. In 2018, she found the book “Set for Life” by Scott Trench and became a devout student, learning as much as she could about real estate investing. Stacey has since acquired 4 duplexes and is a passive investor in a syndication. Stacey’s love for real estate investing stems from supplementing her salary as a full-time nurse. She is passionate about improving healthcare and advocates for legislation to change the harmful work environment that so many healthcare professionals are forced to tolerate.

THIS TOPIC IN A NUTSHELL:

Stacey's career background and journey to real estate

Reading the book - Set for Life

Her WHY of the transition to real estate

How do you remain excited about buying properties after the first deal?

Power of Compounding

About the Duplex Deal in Tampa

Unit mix, description, and how she found the deal

Underwriting, Acquisition, and Negotiation Process

Value-Add projects done

Her biggest pain points in investing

Biggest takeaway

Why she prefers duplexes as an asset

Future projects and diversification of portfolio

Why did you invest as a limited partner?

Her target market for deals

Appreciation vs Cash flow in real estate

Connect with Stacey

KEY QUOTE:

“I have to make changes, in order for me to ever get ahead on a single nurse income. Investing is the only option truly.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #PowerOfCompounding #RegisteredNurse #PatientCareToPropertyCare #Appreciation #W2Job #Duplex #Tenants #Landlord #ValueAdd #multifamily #SetForLife #Leases #RentIncrease #Underwriting #Transition #NurseToInvestor #ExtendedListings #Tampa #Appreciation #diversification #OtherPeoplesMoney #PropertyManagers #HealthCare #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH STACEY STEGENGA:

Website: https://linktr.ee/investforfreedom

LinkedIn: https://www.linkedin.com/in/stacey-stegenga-655b5358

Instagram: https://www.instagram.com/investforfreedom_rn

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

116. Deal Deep-Dive: How to Maximize Returns through 1031 Exchange with Greg Lehrmann

AJ and Chris Shepard — Wed, 22 Nov 2023 11:00:00 -0800

ABOUT GREG LEHRMANN

Greg Lehrmann is an attorney who has a B.B.A. with Honors in Accounting from The University of Texas and a J.D. from The University of Texas School of Law. He is a North Texas/Oklahoma Division Manager with Asset Preservation Inc. API, a subsidiary of Stewart Title Company, is a leading national IRC 1031 Qualified Intermediary and has handled over 200,000 exchanges throughout the country.

Mr. Lehrmann has 39 years of experience in commercial and residential real estate law. He dedicates a significant portion of his time to speaking to attorneys, CPAs, escrow officers, real estate agents/brokers, and investors in Texas and Oklahoma on the many ways to improve investment returns through IRC Section 1031. His presentations feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies.

Mr. Lehrmann and his wife have two sons: Jonathan is an attorney with Wright, Close & Barger in Houston and Gregory is an attorney with The Knight Law Group in Los Angeles.

THIS TOPIC IN A NUTSHELL:

Greg's career background and journey to real estate
1031 exchange Defined
Why it’s better to defer taxes
Swap till you Drop
What kind of properties qualify for 1031 exchange?
3 Keywords in 1031 exchange that you need to know
Like-kind potential investments to consider
Intent when buying real estate
Holding period for 1031 exchange
About the 60-acre ranch Deal
Process of selling the farm and exchange of investment
Passive income from DST shares and minerals
What the client is most excited about this deal
3 Forms of mailbox money
Triple Net Lease property
Delaware Statutory trust
1031 Exchange Fees
1031 exchange process in a wrap
What does Qualified & Intermediary mean?
Connect with Greg

KEY QUOTE:

“It's always better to pay taxes later than today because if you pay later, those dollars are gonna be cheaper. Every year you defer, you make more money.”

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #Acquisition #Leasing #Attorney #RealEstateLaws #1031exchange #CapitalGains #Exchange #CommercialRealEstate #ResidentialRealEstate #TaxStrategies #Intermediary #Qualified #KindLikeInvestments #CapitalGainTax #MailboxMoney #DelawareStatutoryTrust #DeferredTaxes #Minerals #InvestmentReturns #DirtLawyer #AssetPreservation #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH GREG LEHRMANN:

Email: greg@apiexchange.com

Website: https://apiexchange.com

LinkedIn: https://www.linkedin.com/in/greg-lehrmann-4031607/
Instagram: https://www.instagram.com/greglehrmann1031

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

115. Deal Deep-Dive: Identifying Opportunities on Evergreen Investments with Jeff Toporek

AJ and Chris Shepard — Wed, 15 Nov 2023 11:00:00 -0800

ABOUT JEFF TOPOREK

Jeff is a Founding Partner and a leader in the firm’s investment and asset management platforms. He has an extensive background in principal investing, fund management, asset management, real estate investment banking, and capital markets. Jeff focuses his entrepreneurial energies on creating value from every angle of a transaction, including property operations, leasing, portfolio risk management, and capital markets execution.

He is a recognized expert in managing complicated real estate investments and successfully structuring complex deals. With nearly 30 years of experience, Jeff has completed over $8 billion of acquisitions, direct sales, and financings. He has also managed three principal investment funds and three joint ventures through which he acquired and managed more than $1 billion of office, industrial, retail, and hospitality properties. Jeff earned his B.A. in Organizational Behavior from the University of Michigan.

THIS TOPIC IN A NUTSHELL:

Jeff's career background

About FD StoneWater ventures

Asset Management Defined

Partnership with Tenants

About the Huntsville Deal

Deal structure, location, and team

Ideal types of deals they are looking for

Takeaway from this deal

Underwriting an Evergreen Investment Deal

What do returns look like for this deal?

Landlord-Tenant relations

Financing and Mortgage

Benefits and challenges of Evergreen fund

Dealing with potential expansions and downsides

Connect with Jeff

KEY QUOTE:

“If we help the tenant succeed, the real estate success just comes along with it.”

SUMMARY OF BUSINESS:

FD Stonewater LLC is a boutique real estate investment, asset management, development, and brokerage

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #PrincipalInvesting #AssetManagement #EvergreenInvestments #EvergreenFund #Development #Construction #Expansion #FederalConsulting #SingleTenant #MissionCriticalInvestments #Tenant #Landlord #Huntsville #Alabama #Underwriting #AccreditedInvestors #Institutional #GroundUp #Industrial #ProjectExpansion #Acquisition #Leasing #BuildingWealth #ComplexDeals #CapitalMarkets #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JEFF TOPOREK:

Email: jtoporek@fdstonewater.com

Website: http://www.fdstonewater.com

LinkedIn: https://www.linkedin.com/in/jeff-toporek-b8846b2b

Instagram: https://www.instagram.com/fdstonewater
Facebook: https://www.facebook.com/FDStonewater

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

114. Ways to get started on Note Investing with Fred Moskowitz

AJ and Chris Shepard — Wed, 08 Nov 2023 11:00:00 -0800

ABOUT FRED MOSKOWITZ

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank".

Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments.

THIS TOPIC IN A NUTSHELL:

Fred's background and journey to real estate
How he learned about Note Investing
Investing in Single-family homes
Finding leads and building broker relationships
What is Note Investing?

Can you buy any loan or any kind of debt?

Risk characteristics of a note
Underwriting Process of a note

Are you responsible for the due diligence of the note?

What does a typical note look like?

Two ways to get started with Note Investing
How do you compare the barrier entry to Note vs Real estate?

Ways to make money with Note Investing

Note Investment team – what does it look like?
About Fred’s book - The Little Green Book of Note Investing
Connect with Fred Moskowitz

KEY QUOTE:

“There are two ways to get started with note investing, The first is to build a portfolio by buying individual notes, and the other way is to invest in a note fund that is professionally managed.”

SUMMARY OF BUSINESS:

https://www.fredmoskowitz.com - Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20-year career devoted to entrepreneurship and investing with a mission to help people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #REInvestors #NoteInvesting #NoteInvestor #MortgageNotes #DueDiligence #MortgageInvestments #SingleFamilyHomes #loan #Notes #CapitalGains #TaxLiability #PrefReturn #Lenders #LoanOriginator #brokers #LoanServicer #Author #AlternativeAssets #Entrepreneur #FundManager #TheLittleGreenBookOfNoteInvesting #BuildingWealth #PassiveIncome #LongTermWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH FRED MOSKOWITZ:

Website: https://www.fredmoskowitz.com

OR TEXT the keyword MONEY to 215-461-4433

LinkedIn: https://www.linkedin.com/in/fred-moskowitz-3a92a9

Instagram: https://www.instagram.com/thefredmoskowitz

Facebook: https://www.facebook.com/fred.moskowitz.18

Download Fred’s special report on note investing: https://www.giftfromfred.com

Get a copy of his Book: "The Little Green Book Of Note Investing" https://amzn.to/3I0pR49

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

113. Deal Deep Dive: Tailoring Your Investing Strategy to Your Needs with John Casmon

AJ and Chris Shepard — Wed, 04 Oct 2023 11:00:00 -0700

ABOUT JOHN CASMON

John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike, and Coors Light.

THIS TOPIC IN A NUTSHELL:

John’s background and journey to real estate

About Casmon Capital Group

Leaving his W2 job and becoming an investor

Learning real estate investing’s blueprint

Duplex as a first investment

About the Deal: 8-unit property

First few deals before getting into Syndication

Lessons learned from this deal

Transition from small to large multifamily deals

Having the right people in place

How to vet the Contractor and Property manager

John’s strength as a real estate investor

His take on holding current assets in today’s market

Tailoring your investing strategy

Market Expansion and his investing philosophy

Mistakes learned on a 3-unit deal

Connect with John Casmon

KEY QUOTE:

“Some people are looking for passive income but they end up having a second job. Make sure your investing strategy allows you the flexibility you are looking for.”

SUMMARY OF BUSINESS:

Casmon Capital Group works with investors to meet their financial goals through apartment investing. We partner with investors to acquire apartment communities with value-add opportunities that will deliver strong returns. Focused on creating alternative, turnkey solutions for qualified individuals, our offerings are designed to outperform traditional investment vehicles.

ABOUT THE WESTSIDE INVESTORS NETWORK

#RealEstateInvesting #REInvestors #Syndications #InvestingStrategy #MultifamilyInvesting #Syndicator #Midwest #ApartmentInvesting #W2job #ApartmentInvestingBlueprint #GeneralPartner #LimitedPartner #GeneralContractor #JointVenture #Flexibility #AssetManagement #Underwriting #RichDad #PoorDad #RealEstateBluePrint #MultifamilyInsights#PassiveIncome #LongTermWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JOHN CASMON:

Website: https://casmoncapital.com

LinkedIn: https://www.linkedin.com/in/john-casmon-7942454

Instagram: https://www.instagram.com/jcasmon

Facebook: https://www.facebook.com/casmoncapital

Twitter: https://twitter.com/jcasmon

Youtube: @Multifamily Insights with John Casmon

Check out his Podcast: https://casmoncapital.com/podcast

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

112. Using eQRP to Take Control of Your Retirement with Damion Lupo

AJ and Chris Shepard — Wed, 27 Sep 2023 11:00:00 -0700

ABOUT DAMION LUPO

Damion is the CEO of EQRP and the best-selling author of a dozen books on personal finance, investment, and retirement strategies. He hosts the Financial Underdogs podcast, ripping conventional wisdom apart for the Main Street investor looking for truth about money and investing. Not only has he started 60+ companies, but he even founded his own martial art, Yokido®. Damion developed the ultimate investor retirement tool called the eQRP®. His strategy gives individuals total control of their retirement money to invest in real assets like real estate, gold, and crypto.

THIS TOPIC IN A NUTSHELL:

Damion's background as an entrepreneur

Having an Entrepreneurial mindset

How he got started in real estate

Learning how to be a Landlord

Getting broke over a real estate deal

When your scars become wisdom

Money lessons learned from his dad's experience

Learning about QRP and retirement accounts;

QRP book and using QRP to control retirement accounts

Common Investments on Enhanced Qualified Retirement Plans (eQRP)

What they do as a team

Stigma on retirement accounts

His take on not having money on your retirement age

Advice for someone who wants to take control of their retirement

3 Things he would do if he could go back to his life

Connect with Damion

KEY QUOTE:

“The best accountability partners will hold you accountable. Having the people who will tell you the truth is the most important thing with accountability. That's when everything really does change when you own the truth. “

SUMMARY OF BUSINESS:

eQRP - Providing retirement plans to investors and small business owners with or without employees. Delivering Checkbook Control of 401k and IRA money so clients can invest in:

* Real Estate

* Syndications

* Precious Metals

* Crypto Currency

* Flips

* and so much more!

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #REInvestors #Syndications #eQRP #QualifiedRetirementPlans #401K #IRA #Solo401k #IndividualRetirementPlans #Author #retirement #CheckbookControl #TaxFreeLife #QRPcommunity #SDIRA #RetirementAccounts #RetirementStrategy #EnhancedQualifiedRetirementPlan #RealAssets #InvestmentStrategy #Entrepreneur #TaxCodes #LongTermWealth #CashFlow #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH DAMION LUPO:

Website: www.eqrp.com

LinkedIn: https://www.linkedin.com/in/damionlupo

Instagram: https://www.instagram.com/damion.lupo

Facebook: https://www.facebook.com/damionlupoofficial

Youtube: https://www.youtube.com/c/DamionLupo

Check out his Podcast: Financial Underdogs with Damion Lupo

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

111. Investing in Mobile Homes: A Path to Affordable Housing with Franco Perez

AJ and Chris Shepard — Wed, 20 Sep 2023 11:00:00 -0700

ABOUT FRANCO PEREZ

Having grown up in a family with an unstable housing situation, Franco is on a mission to create affordable housing in Silicon Valley. He discovered that the Bay Area’s mobile home parks offer an abundance of underused land with great growth potential. After years of dedication to his vision, Franco has established a devoted team of like-minded individuals who believe that their positive impact equals success.

Inspired to reimagine mobile homes and expand affordable housing opportunities across the Bay Area, Franco's talented team strives to unlock the pathway to homeownership and help families establish financial security where it might otherwise seem impossible, especially in this time of pandemic. Beyond his drive to develop cost-effective housing, Franco also enjoys videography, showcasing some of his favorite local restaurants and local small businesses, and promoting San Jose’s unique culture to the world.

THIS TOPIC IN A NUTSHELL:

Franco’s background and his “Why” as an entrepreneur

His journey in real estate

How Franco got into mobile homes

Debunking myths about mobile homes

Condos and mobile home parks affordability

Mobile homes vs. Single-family homes

Why some people prefer to live in mobile homes

Homeownership packages offer

Construction company and partnership with modular homes

Issues encountered with mobile home venture

Process and timeline of mobile home conversion

Building awareness and changing perception of mobile homes

Renting vs. Owning homes

Future projects for Mobile homes

Connect with Franco

KEY QUOTE:

“The way I see it, mobile homes are the last stand for affordable housing, and that we have to protect the social mobility for middle-class families to get the benefits of home ownership.”

SUMMARY OF BUSINESS:

Franco Mobile Homes - Established an innovative housing option and opportunity for families through mobile homes. We can replace your old Mobile Home to increase the value, sq ft, & safety while designing your new home to fit all your needs.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #REInvestors #MobileHomes #MobileHomeParks #SexyMobileHomes #AffordableHousing #HousingSolutions #HomeOwnership #Renting #Owning #ModularHomes #SiliconValley #HousingOpportunities #MiddleClassFamilies #HousingCrisis #Construction #AffordableHousingMovement #InnovationApproach #MobileHomeAficionado #InvestmentStrategy #MobileHomesInvestor #Entrepreneur #LongTermWealth #CashFlow #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH FRANCO PEREZ:

Website: https://www.francomobilehomes.com
Franco TV: https://beacons.ai/franco.tv
LinkedIn: https://www.linkedin.com/in/francotv
Instagram: @sexymobilehomes @francosiliconvalley
Facebook: https://www.facebook.com/francoperezhomes
Youtube: @Franco Perez mobile homes

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

110. Deal Deep-Dive: Maximizing Capital Gains in Real Estate with John Foong

AJ and Chris Shepard — Wed, 13 Sep 2023 11:00:00 -0700

ABOUT JOHN FOONG

John joined Domain as Chief Revenue Officer in Sep 2021 from his most recent role as Global Director of Account Management at Uber in California. He is focused on accelerating Domain's marketplace strategy across the Residential, Commercial, Developer, Media, and Agent Solutions business, as well as Go To Market, Sales Operations and Customer Experience teams. Prior to Uber, John spent 12 years at Google holding a range of go-to-market leadership roles, including Google Cloud’s multi-billion-dollar global partner/agent sales team. John holds a Bachelor of Commerce honors degree from the University of NSW and an MBA/MA (Education) from Standford University.

THIS TOPIC IN A NUTSHELL:

John's career background in tech companies

His real estate journey in the US and Australia

His first deal at the age of 18

Living in Australia and investing in suburbs

Adding more properties through cashflow

Investing experience in the US vs. Australia

Commercial and residential real estate

Capital gain advantages from investments

His criteria when buying properties

Two objectives when investing in a primary residence

Capital gains tax

Current projects and portfolio

Maximizing leverage in real estate

Selling properties

His preferred investment strategy

Advice on investment strategy that works for you

Connect with John Foong

KEY QUOTE:

“I think real estate is life-changing. If you're buying a house, you're changing someone's life. If you're selling your house, you're changing your life. I love it when people are able to fulfill their life goals with property.”

SUMMARY OF BUSINESS:

Domain Group is a leading Australian property marketplace made up of a portfolio of brands. We are united in our Purpose to inspire confidence in life’s property decisions. Our brands offer products and solutions to consumers, agents, and parties interested in property across every step of their property journey. Headquartered in Sydney, we are a group of over 900 passionate people all across the country. Our values drive our strong culture, and we are committed to ensuring we act in a way that supports the environments and communities around us.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #REInvestors #CapitalGains #BuyingProperties #SellingProperties #HouseHacking #PrimaryResidence #InvestmentStrategy #TaxAdvantages #Residential #PropertyMarketplace #Domain #Owners #Agents #Sellers #Buyers #CapitalGainsTax #AustralianInvestor #CommercialInvesting #GreatMindset #CapitalGainAdvantages #LongTermWealth #CashFlow #DealDeepDive #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JOHN FOONG:

Website: https://www.domain.com.au/group
LinkedIn: https://www.linkedin.com/in/johnfoong
Instagram: https://www.instagram.com/domain.com.au/?hl=en
Facebook: https://www.facebook.com/domain.com.au
Youtube: https://www.youtube.com/@domaincomau/featured

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

109. Deal Deep Dive I Seller Financing 101: How to ask the right questions with Jeff Stephens

AJ and Chris Shepard — Wed, 06 Sep 2023 11:00:00 -0700

ABOUT JEFF STEPHENS

Jeff Stephens is the Founder of The Thoughtful Real Estate Entrepreneur and host of the podcast, “Racking Up Rentals.” Jeff is a full-time real estate entrepreneur by day, and a real estate investing mentor, coach, and podcaster. Jeff’s focus—both as a real estate entrepreneur and a coach to others—is on growing a rental real estate portfolio that builds long-term wealth through the timeless fundamentals of relationship and negotiation directly with the Seller to buy off-market properties with seller financing.

THIS TOPIC IN A NUTSHELL:

Jeff's background and his real estate journey
From Entrepreneur to Investor
How does the marketing business correlate to his transition to real estate
Jeff’s current portfolio
About the Deal
How did he find the deal?
Underwriting process
Seller financed strategy and how it came into play

How to communicate with the sellers
Avoiding capital gains tax
Asset management strategy

What is the awesome part of this deal?

A creative way to snowball your portfolio
Disposing of the property to close on a new property
Refinancing and flexibility in mortgage notes

Most common ways of using debt strategy security
Who is a good candidate for seller financing?
How to approach sellers and ask the right questions
On dealing with rejections for seller carry strategy

Assumptions about seller carry financing
Prepayment penalty for this loan/notes
The Art of unpacking the conversations
Connect with Jeff Stephens

KEY QUOTE:

“If we ask good questions, we can oftentimes learn the right things from the seller. You have to wait for them to tell us the clues for seller financing and use those clues to properly prescribe something that fits the diagnosis that they shared with us.”

SUMMARY OF BUSINESS:

The Thoughtful Real Estate Entrepreneur is a resource and community for moral, relationship-oriented real estate investors–both active and aspiring–who want to build stable wealth while doing right by people.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #REInvestors #SellerFinancing #Sellers #InvestmentStrategy #Acquisition #AskingTheRightQuestions #RightApproach #SellerConversation #ConventionalFinancing #Note #RackingUpRentals #SellerNegotiation #Underwriting #RentalPortfolio #ThoughtfulRealEstate #Entrepreneur #RelationshipOriented #ThoughtfulBusiness #PassiveIncome #PassiveInvesting #LongTermWealth #CashFlow #DealDeepDive #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JEFF STEPHENS:

Website: www.sellerfinancing-101.com, www.thedealsworkshop.com

LinkedIn: https://www.linkedin.com/in/jstephen37

Instagram: @thoughtfulrealestate

Facebook: https://www.facebook.com/JeffWStephens,

Join his FB group: https://www.facebook.com/groups/thoughtfulre

Podcast: https://www.thoughtfulre.com/podcast

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

108. Deal Deep-Dive: The Profit Potential of ATMs and Alternative Asset Ventures with Bronson Hill

AJ and Chris Shepard — Wed, 30 Aug 2023 11:00:00 -0700

ABOUT BRONSON HILL

As the Managing Member of Bronson Equity, Bronson is a general partner in 2000 multifamily units worth over $200M. Bronson co-leads a large in-person multifamily meetup in Pasadena, CA called FIBI Pasadena Multifamily. He is also the host of The Mailbox Money Show and he understands the investor mindset, having spoken individually over the phone with over 1500 investors and having raised over $35M for real estate and his ATM Machine Fund deals.

THIS TOPIC IN A NUTSHELL:

Bronson’s journey in real estate

Meeting his first mentor

Getting started into Syndication

Raising capital on deals

Fund to Fund deals

ATM Investments

How to diversify from multifamily to other assets

Investments as a limited partner

Return of Investment in ATMs

How is underwriting for ATM investments different from multifamily?

Target buyers for carwash deals

The average return for car wash investment

Other asset classes - Oil & gas

Caveat on investing with other asset classes

Connect with Bronson Hill

KEY QUOTE:

“I learned that people have a desire to get into investments, they have the money but don't have the way and time to be able to do it. So, if you can create something that is a win-win, it's a way you can help them scale well and scale your wealth as well.”

SUMMARY OF BUSINESS:

Bronson Equity - We help individuals become financially free through investing in apartment buildings and other real assets. We provide education, resources, and opportunities for investors to be involved in upcoming investment opportunities.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #REInvestors #ATMInvestments #CarWashInvesting #AssetVentures #AlternativeAssets #multifamily #Syndication #GeneralPartners #OilAndGas #FundToFundModel #CapitalRaisers #AssetManagement #LimitedPartners #InternalRateOfReturn #Underwriting #ApartmentBuildings #InvestmentOpportunities #MultipleInvestments #TaxSavings #PassiveIncome #PassiveInvesting #LongTermWealth #CashFlow #DealDeepDive #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH BRONSON HILL:

Website: www.BronsonEquity.com

LinkedIn: https://www.linkedin.com/company/bronson-equity

Facebook: https://www.facebook.com/BronsonEquit

Instagram: https://www.instagram.com/bronsonequity

Youtube: https://www.youtube.com/@bronsonequity/featured

Podcast: The Mailbox Money Show

Check out his book: How to use inflation to your advantage

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

107. Deal Deep Dive I Redefining Space: Co-Living in Opportunity Zones with Matthew Ryan

AJ and Chris Shepard — Wed, 23 Aug 2023 11:00:00 -0700

ABOUT MATT RYAN

With over 10 years of experience in real estate and construction, Matt Ryan founded Re-viv to re-engineer residential and commercial real estate in underserved communities. The company’s mission follows his passions for urban policy, building technology, and social impact ventures. “I’ve always been fascinated by this idea of companies that make money while addressing large, socio-economic issues.” Prior to founding Re-viv, Matt bootstrapped his first successful company, Elm Energy Group. Elm focused on energy efficiency and contracting services in residential, commercial, and historical buildings. Matt is an expert at handling all facets of commercial transactions, including duties as a broker, property manager, and general contractor. He has demonstrated a strong track record in commercial real estate, boasting a personal portfolio that has achieved a 25+% IRR since inception.

THIS TOPIC IN A NUTSHELL:

Matt's career and his investing journey

How Re-viv came into the picture

The first few investments in real estate

Community revitalization and what problems he wanted to solve

Getting into the Construction Energy Efficiency game

Their Core Values and why's

Other projects that he’s done aside from Co-Living model

Ms. Pam project

Co-living model as a minimum viable product

About the Deal

Location and asset class 20,000 sq ft; adaptive reuse

Issues dealt with the property

Necessity is the mother of invention

Financing and negotiation of an out-of-the-box deal

Capital gains tax

Matt’s 6-figure mistake

First Co-living deal in Denver

How they built the reputation and attract brokers

Marketing strategy and Opportunity cost

How the property is performing currently

Disposition plan for the property

Connect with Matt Ryan

KEY QUOTE:

“What would you pay in marketing to get that exposure and get that reputation? You get an opportunity to make a great deal work and also make an entry into the market. Because, if you start monetizing that time and opportunity cost, it's a different framework.”

SUMMARY OF BUSINESS:

Re-viv is a private equity investment company that uses real estate investment strategies that drive impactful growth for both investors and the community at large. We believe in acquiring and developing housing in up-and-coming neighborhoods that are attractive to young professionals and working families that classify as “the renter by necessity” class. While our approach borrows heavily from traditional value-add and opportunistic investment strategies in the middle market space; our value is driven by what we do differently.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #ImpactfulRealEstate #REInvestors #CoLiving #OpportunityZones #community #revitalization #EnergyEfficient #GreenBuildingAspect #AffordableHousing #AdaptiveReuse #OpportunityCost #GeneralContractor #BuildingReputation #1031Exchange #CapitalGainsTax #Marketing #ExposureToTheMarket #InvestmentStrategy #RenterByNecessity #PassiveInvesting #LongTermWealth #CashFlow #DealDeepDive #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH MATT RYAN:

Website: https://re-viv.com/

LinkedIn: https://www.linkedin.com/company/re-viv/

Facebook: https://www.facebook.com/revivrealestate

Twitter: https://twitter.com/revivrealestate

Youtube: https://www.youtube.com/channel/UCmXbHUfFsDIskCs7zgGdO3Q

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

106. Deal Deep-Dive I Turning Dirt into Gold: Maximize your Profits in Land Development with Dan Haberkost

AJ and Chris Shepard — Wed, 16 Aug 2023 11:00:00 -0700

ABOUT DAN HABERKOST

Dan Haberkost is the owner of Front Range Land LLC and has managed to build an impressive real estate business and portfolio that allows him the freedom to live and work where he wants well within his 20s. Dan's first foray into the world of real estate investing was as a teenager when he managed a portfolio of properties for his employer at the time, while still in high school. Dan took the lessons he learned from these early experiences and brought them into his own business allowing him to shorten the learning curve and make an enormous amount of progress in just a few years which has given him complete freedom in his mid-twenties.

THIS TOPIC IN A NUTSHELL:

Dan's journey to real estate

Buying his first duplex in Ohio

Meeting his mentor on land development

About Front Range land and what they do

House development route

On Having the right contractor

Criteria of land they are looking for

The caveat of developing entry-level housing

Other properties in his portfolio

About the deal

Location, specs, and how he came across the deal

Financing and unit mix

Improvements and rehab done to the property

Challenges and issues dealt with

Cashflow and returns

Diving into people's motivations and perspective

Using references with previous deals

How to properly communicate with sellers

What’s the future plan with this deal?

How to go about looking for the land

Due diligence checklist

Nuances of land investment

Current projects they are working on

The biggest takeaway from this deal

Connect with Dan

KEY QUOTE:

“In the context of investing, things are very much delayed gratification. I try to think in terms of decades which is easier said than done. So, at the moment when things are going wrong, keep the big picture in mind.”

SUMMARY OF BUSINESS:

What began as a small side business investing in rental properties has evolved into an active land and development business that continually fuels the acquisition of more rentals. Dan owns and operates Front Range Land LLC which focuses on investing in land all over the country.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #RealEstate #REInvestors #duplex #land #LandDevelopment #LandAcquisition #DirectToSeller #NewConstruction #Portfolio #craigslist #PreSold #DueDiligence #ColoradoSprings #contractor #SellerFinanced #EntryLevelHousing #ConstructionHomes #VacantLand #landowners #rehab #PassiveInvesting #LongTermWealth #CashFlow #DealDeepDive #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH DAN HABERKOST:

Website: https://danhaberkost.com

LinkedIn: https://www.linkedin.com/in/dan-haberkost-68b03371/

Facebook: https://www.facebook.com/dan.haberkost.3/

Instagram: https://www.instagram.com/danhaberkost/

Youtube: https://www.youtube.com/channel/UCuuz5cjERLvfV5vb6ZCjN3Q

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

105. Deal deep-dive: Investing across Multiple Asset Classes of Real Estate with Charles Carillo

AJ and Chris Shepard — Wed, 09 Aug 2023 11:00:00 -0700

ABOUT CHARLES CARILLO

Charles Carillo is the founder and managing partner of Harborside Partners. He has been actively involved in over $200 million worth of real estate transactions since 2006 and carries extensive knowledge in renovating and repositioning multifamily and commercial real estate.

In addition to being an active investor; Charles passively invests in many different asset classes including; commercial real estate, ATMs, and early-stage technology and agriculture (AgTech) startups. Charles oversees all acquisitions, investor relations, and strategic partnerships at Harborside Partners.

Prior to launching Harborside Partners, Charles co-founded an online payment processing company that has since processed over $1 Billion in payments for clients in 5 continents across the globe. Charles is an Eagle Scout and holds a Bachelor’s Degree from Central Connecticut State University.

THIS TOPIC IN A NUTSHELL:

Charles’s investing career in a nutshell

First investment and getting into syndication

Other investments outside of real estate

Investing in different asset classes

Angel investing

How he transitioned from a small to a larger multifamily

FHA Loans and lending

About the Deal

What led him to the deal

Location and Unit mix

Underwriting and Mortgage

Major problems encountered with the property

Renovation and value add implemented

What he likes about the deal

Refinancing and disposition of the asset

Lending environment

His take on buying an asset that does not cash flow very well

Connect with Charles

KEY QUOTE:

“At the beginning of your real estate investing career, you can push the leverage a little bit more, but as you start getting more seasoned, you're gonna pull that leverage down more. It keeps you accessing a lot of equity and deploying it to other assets but also to different markets and spreading those risks to your portfolio.

SUMMARY OF BUSINESS:

Harborside Partners - we offer busy professionals and entrepreneurs, passive investing opportunities in real estate that allow you to receive all the benefits of investing in real estate, without the hassles of being a landlord. We find the deals; we fund the deals, and we manage the deals; while you enjoy ongoing cash flow.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #RealEstate #REInvestors #AssetClass #multifamily #InvestingInDifferentAssetClass #SelfStorage #AngelInvesting #AngelFunds #Funds #CommercialRealEstate #Residential #MixUseAssetClass #GlobalInvestorsPodcast #Underwriting #HarborsidePartners #refinance #Syndications #ApartmentComplex #Lending #PassiveInvesting #LongTermWealth #CashFlow #DealDeepDive #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHARLES CARILLO:

LinkedIn: https://www.linkedin.com/in/charleskcarillo/

Facebook: https://www.facebook.com/CharlesKennethCarillo/

https://www.facebook.com/harborsidepartners/

Instagram: https://www.instagram.com/charleskcarillo

Youtube: https://www.youtube.com/c/HarborsidePartners

Listen To Charles’s Podcast, Get Your FREE Passive Investing Guide, and Join Our Investor Club at: https://harborsidepartners.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvesto...

104. Deal deep-dive I Cost segregation: Is it worth it? with Joseph Viery

AJ and Chris Shepard — Wed, 02 Aug 2023 11:00:00 -0700

ABOUT JOSEPH VIERY

USTAGI was founded by Joseph Viery to provide quality cost segregation studies. As a Cost Segregation Professional (CSP), he has helped property owners defer or eliminate millions of dollars in income taxes by leveraging IRS-compliant cost segregation studies. Since becoming a CSP in 2007, Joseph has performed thousands of cost segregation studies for clients in various industries ranging from $500,000,000 commercial properties to $50,000 single-family residences. He regularly presents at workshops nationally and is a frequent guest on industry podcasts. He has a natural ability to turn complex sets of guidelines into easy-to-understand topics.

THIS TOPIC IN A NUTSHELL:

Joseph’s career background

About USTAGI company
First few businesses and shift to the real estate industry

How he got started in cost segregation
Type of projects handled in the company
Analytical study vs. Engineering study

Does it make sense to do cost segregation for short-term rentals?
What they look for in short-term assets
Bonus depreciation and tactics
Cost segregation: Is it worth it to pay the fees?

Who is a good candidate for cost seg?
When does it make sense to use an analytical study approach?
When to use the detailed engineering approach?
The best time to start the cost seg

Common misconceptions of doing Cost Seg

What is Depreciation recapture?

What happens if you do not do cost seg?
Connect with Joseph

KEY QUOTE:

“If you're not gonna hold on to a property for at least a year and a half or two years, I tell you myself, don't do a cost segregation.”

SUMMARY OF BUSINESS:

USTAGI - US Tax Advisors Group, Inc. provides engineering-based cost segregation studies to all levels of Real Estate Investors. Cost Segregation is the process of identifying property components that are considered tangible personal property or land improvements under the federal tax code. Instead of using straight-line depreciation over 27.5 or 39 years our detailed engineering studies will identify property with a shorter tax life of 5, 7, and 15 years.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #RealEstate #REInvestors #TaxAdvisors #CostSegregation #TaxSavings #TaxSavingStrategies #commercial #residentialproperties #PropertyAnalysis #UStaxAdvisors #DetailedEngineeringStudies #AnalyticalStudy #DetailedEngineeringApproach #ShortTermAssets #multifamily #Depreciation #DepreciationRecapture #MisconceptionsOfCostSeg #BonusDepreciation #ShortTermRentals #LongTermRentals #DealDeepDive #AccelerateDepreciation #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JOSEPH VIERY:

Website: https://ustagi.com

Email: joev@ustaginc.com

LinkedIn: https://www.linkedin.com/in/joseph-viery-49b1b923

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

103. Deal deep-dive: Transforming Real estate from Bad to Good Assets with Kyle Root

AJ and Chris Shepard — Wed, 26 Jul 2023 11:00:00 -0700

ABOUT KYLE ROOT

Kyle started buying real estate in 2020. He was able to go from 0-70 units in 2 years without using any type of syndication or joint ventures. At 26 he left his W2 job. Now, at 28, he continues to scale his real estate business and coach others to do the same with little money into it. His goal is to help others understand their full potential. This can be accomplished through many different ventures. For Kyle, it was real estate investing. While Kyle does enjoy talking about real estate most of all he enjoys talking about the importance of daily habits, discipline, overcoming obstacles, and building a life worth living.

THIS TOPIC IN A NUTSHELL:

Kyle’s journey to real estate

Experience in the construction industry

Daily habits to quit W2 job and transition to real estate

Getting into his first deal

House hacking Duplex and metrics

Challenges and biggest lessons learned on this deal

Underwriting and capital expenses

Expenses to consider for deals in the Midwest

Having strong cash reserves

Future projects to add to his portfolio

Selling off Poor assets to Good assets

Catching up with current interest rates

Connect with Kyle

KEY QUOTE:

“If anyone is gonna get started, just know that things are gonna be okay. As long as you hold real estate long enough, it will work out. You get better at analyzing after the first deal. Just know that your first one is going to be the hardest. It gets better after that.”

SUMMARY OF BUSINESS:

Empire Estates, LLC was founded in August 2020. We specialize in long-term single and multi-family rentals, utilizing the simple BRRRR (buy, rehab, rent, refi, repeat) method in the Fox Valley and Green Bay Area. As a growing company, we are looking to partner and/or hire other investors to come to work with us.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #RealEstate #REInvestors #RealEstateCoach #cashflow #w2job #transition #tenants #realtor #duplex #househack #underwriting #RealEstatePortfolio #AnalysisParalysis #mortgage #capex #DueDiligence #Midwest #FromBadToGoodAssets #CashReserves #Tenants #Landlord #InterestRates #construction #PassiveWealth #FinancialFreedom #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH KYLE ROOT:

Website: https://kylejroot.com

Instagram: https://www.instagram.com/kj_root

Facebook: https://www.facebook.com/kyle.root.79

Youtube: @Kyle Root

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

102. Unlocking Opportunities: How to Grow Your Real Estate Network with Kenneth Sumners

AJ and Chris Shepard — Wed, 19 Jul 2023 11:00:00 -0700

ABOUT KENNETH SUMNERS

Kenneth Sumners is the Principal of Sumners Capital focused on placing private equity into residential multifamily real estate. He puts together a talented and highly experienced team to leverage decades of experience in the asset class.

Kenneth earned his B.B.A degree in Information and Operations Management from Texas A&M University at College Station. He was an owner of a computer network consulting firm, for 11 years honing his leadership, management, and critical thinking skills that have led to the successes he has had in real estate. He sold his stake in this company in 2017 after increasing sales and enforcing efficiencies that helped the company grow in revenue. After a successful exit from that enterprise, Kenneth began his multifamily real estate career. Being an entrepreneur has allowed him to learn how to understand and meet the expectations of clients and handle the responsibilities of managing projects with $2MM+ budgets.

THIS TOPIC IN A NUTSHELL:

Kenneth’s Journey to Real Estate
About Sumners Capital and what they do
Getting started on bigger deals
Finding key partners to scale up

Why did he choose Sumner Capital as a business name
Process of taking down a 176-unit deal
Joining Mastermind groups

Ways to enter the real estate industry
Benefits of joining networking events
Finding great deals through brokers

Dealing with Property managers and contractors

Advice to his 25-year-old self

First entrepreneurial Endeavor

Formal and informal training that shaped his journey

His biggest mistake and what he learned from it

Connect with Kenneth

KEY QUOTE:

“Having a concrete goal and being part of the mastermind groups that will have regular calls, having accountabilities, what you have done this week to get to that goal, and all the steps that you need to take and just understand that's what you wanna do.”

SUMMARY OF BUSINESS:

Sumners Capital is a private equity firm focused on placing investor capital into residential multifamily assets managed by the firm in San Antonio, TX. It has been operating since 2021 and has acquired 3 properties (368 units) with a combined $10MM investor capital. Sumners Capital manages a portfolio of 350+ units worth over $35MM in San Antonio, Texas.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate
professionals. This show is focused on the next step in your career investing, for those starting with nothing to multifamily syndication.

#realestateinvesting #RealEstate #GrowYourRealEstateNetwork #REInvestors #Multifamily #ApartmentInvesting #LeadSponsor #GeneralPartner #LimitedPartners #MastermindGroups #acquisition #PropertyManagement #GeneralContractor #ApartmentEducators #LargeMultifamily #Brokers #Mortgage #Networking #Turnovers #PrivateEquityPlacements #Guarantors #Principal #TrustButVerify #CommercialRealEstate #Texas #RESyndication #PassiveWealth #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH KENNETH SUMNERS:
Website: https://sumnerscapital.com
Instagram: https://www.instagram.com/sumnerscapital
LinkedIn: @Kenneth Sumners

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com

· LinkedIn | https://www.linkedin.com/company/71673294/admin

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

101. Crafting Your Real Estate Brand with Hayden Harrington

AJ and Chris Shepard — Wed, 12 Jul 2023 11:00:00 -0700

ABOUT HAYDEN HARRINGTON

Hayden Harrington is a real estate entrepreneur focused on large-scale multifamily syndications. He currently has $140MM AUM and actively growing the portfolio. He is one of the managing partners at Momentum Multifamily, a commercial real estate group focused on buying institutional quality assets for their investors.

THIS TOPIC IN A NUTSHELL:

Hayden’s Journey to real estate

Scaling from Single Family homes to Commercial Real estate

Current projects

Finding the Right Partners

Target Asset classes

Risk mitigation and how to identify it

Becoming a Sponsor/GP

Best practices in streamlining processes

Creating structure for management and employee incentives

Third-party vendor relationship

Building your team and maintaining a hands-on approach

Having good asset managers and contractors

Creating a brand for the property

Why they did not use momentum as their property brand

How the idea of the brand came about and how they developed it

What are the benefits of having a brand?

Asset disposition

Adapting to current interest rates

Advice to his 25-year-old self

First entrepreneurial Endeavor

Formal and informal training that shaped his journey

His Biggest mistake and what he learned from it

Connect with Hayden

KEY QUOTE:

“You can do single-family homes as a hobby on the side but in multifamily, you're buying a business. The health and strength of any business is dependent on the systems, processes, and people that you have in place.”

SUMMARY OF BUSINESS:

Momentum Multifamily is a commercial real estate group focused on buying institutional quality assets for their investors. Based in Texas, the team is focused on acquiring high-quality assets in thriving metros. With in-house construction, they can take care of small or large-scale renovation projects.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #RealEstate #CraftingYourBrand #Syndication #Multifamily #AssetManagement #Underwriting #Sponsor #GeneralPartner #LimitedPartner #SingleFamilyHomes #Contractor #Texas #Construction #LargeMultifamilyAssets #ApartmentInvesting #Investments #MomentumMultifamily #BuildReputation #RESyndication #PassiveWealth #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH HAYDEN HARRINGTON:

Email: hayden@momentummultifamily.com

Website: https://www.momentummultifamily.com

Instagram: @momentum.multifamily @hjharrington

LinkedIn: @Hayden Harrington

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

100. Deal Deep Dive: Invest and Thrive in Wholesaling the Painless Way with Nathan Payne

AJ and Chris Shepard — Wed, 14 Jun 2023 11:00:00 -0700

ABOUT NATHAN PAYNE

Nathan grew up in Atlanta Georgia but currently lives in Salt Lake City Utah. Nathan started doing door-to-door sales and soon became one of the top salesmen in the company. He worked in door-to-door sales until he decided to get into real estate. With no prior experience in real estate, Nathan decided to learn by taking massive imperfect action and by failing his way forward. 5 years now, he is the co-owner of Offer on Homes, his real estate investment company dedicated to helping wholesalers and real estate investors acquire more real estate the painless way!

THIS TOPIC IN A NUTSHELL:

Nathan's Journey to Real Estate
Why he got into coaching
What is the Payneless Wholesaling Way
His sales experience and how it benefits his journey to real estate
His company - Offer on Homes and what they do
The Marketing strategy that works for him
His personal investment portfolio -scaling wholesaling
About the Fort Myers Deal

What is the painful part of this deal and how to deal with it

Short-term vs. Long-term investments
The best wholesale deal that he's done so far

Connect with Nathan

KEY QUOTE:

“People don't want to be convinced; they want to be helped.”

SUMMARY OF BUSINESS:

Investor Thrive - a coaching company dedicated to helping wholesalers and real estate investors acquire more real estate the painless way.

Offer On Homes is a real estate solutions company located in Salt Lake City, UT that specializes in buying homes. We are experts at finding solutions for people who are in the market to sell their own home or investment property quickly for any reason. Our diverse team has experience with all types of buying and selling scenarios, and we understand how to make every transaction simple and stress-free. We are certain that we can find a win-win solution for you, whether it be a traditional or creative selling solution

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #wholesaling #InvestorThrive #PaynelessWay #InvestingThePainlessWay #ShortTermInvestment #Investor #LongTermInvestment #MarketingStrategy #Sales #Wholesaler #SellerCommunication #Buyers #WholesaleDeal #DoorToDoorSales #WholesalingClub #Community #Coaching #InvestingEducation #HomeOwners #Marketing #PaynelessWholesaling #GettingStarted #RESyndication #DealDeepDive #PassiveWealth #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH NATHAN PAYNE:

Website: https://investorthrive.com, https://www.offeronhomes.com

Instagram: @nathanpayneofficial

LinkedIn: Investor Thrive @Nathan Payne

Join his Facebook group: https://www.facebook.com/groups/investorthrive

Twitter: Investor Thrive

YouTube: Nathan Payne

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

99. Deal Deep-Dive: Sound Retirement Planning Made Simple with Jason Parker

AJ and Chris Shepard — Wed, 07 Jun 2023 11:00:00 -0700

ABOUT JASON PARKER

Jason Parker, RICP® is the best-selling author of Sound Retirement Planning, Retirement Calculator and the host of Sound Retirement Radio. He has been seen as a frequent guest on ABC, FOX, & NBC. He is the inventor of the Retirement Budget Calculator. He has earned the advanced retirement designation of a Retirement Income Certified Professional (RICP®). Jason is the President of Parker Financial LLC, which is an independent, fee-only, registered investment advisory firm, and operates as a fiduciary.

THIS TOPIC IN A NUTSHELL:

How Jason started Parker Financials

What they do as a company

Writing his book – Sound Retirement Planning

Starting a Radio podcast

How the Retirement Calculator came to be

Real Estate from his retirement standpoint

How to use the Retirement Budget Calculator and perks

Target users for Retirement Budget Calculator

Other perks of the calculator - Free and Paid features

His Take on Real Estate Investing

Tips or strategies to plan for retirement

Three Things to consider when retiring

Finding a mentor

Connect with Jason Parker

KEY QUOTE:

“Retirement really boils down to three numbers. You have to have some idea of how long you're gonna live, how much money you'll save, and how much you'll spend. When you know those three numbers, you can start to paint a clear picture of yourself.”

SUMMARY OF BUSINESS:

Parker Financial LLC - We are financial advisers focused on retirement. Parker Financial is independently owned and has no outside shareholders or corporate ownership. That means our client’s interests are second-to-none, enabling us to recommend suitable financial products from the whole of the market rather than select areas of the market chosen by corporate interests.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #SoundRetirement #RetirementPlanning #RetirementBudgetCalculator #Retirement #BeDiversified #Cashflow #FinacialIndependence #Fiducidary #PrepareForRetirement #InvestmentVehicle #TaxBenefits #Spending #PassiveInvesting #FinancialFreedom #IncomeSources #Compounding #Liquidity #Supply #Demand #WealthAccumulation #Budget #LifeExpectancy #NetWorth #Savings #Syndication #GuideToInvesting #DealDeepDive #PassiveWealth #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JASON PARKER:

Website: Parker Financial, Retirement Budget Calculator

LinkedIn: https://www.linkedin.com/in/jason-parker-a501125

Facebook: https://www.facebook.com/SoundRetirementPlanning

YouTube: https://www.youtube.com/c/Soundretirementplanning

Check out his podcast: https://soundretirementplanning.com/podcast

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

98. Deal Deep Dive - Adaptive Reuse: Investing in Distressed Assets with Jake Harris

AJ and Chris Shepard — Wed, 31 May 2023 11:00:00 -0700

ABOUT JAKE HARRIS

A sought-after expert, speaker, & gifted storyteller, Jake inspires those around him with his contagious energy & encyclopedic knowledge. His decades of experience influenced his #1 best-selling book, Catching Knives, featured in the NY Times & Yahoo Finance.

Jake is the founder and managing partner of an award-winning commercial real estate firm. To date, he has purchased & sold 1200+ properties in 23 states & amassed a portfolio of iconic properties. Jake has a Master’s in International Real Estate, sits on the FIU Real Estate Board, is an accredited Congress of New Urbanism city builder, is a member of CCIM, Urban Land Institute (ULI) & holds a CA real estate broker's license.

THIS TOPIC IN A NUTSHELL:

Jake’s Journey to real estate

Writing his first book: Catching Knives

Getting into Single family homes and House Flipping

Not giving up the golden goose

Doing something sustainable

Putting systems into place

What is Adaptive Reuse

About the Deal

Investment Thesis

Market criteria that they are looking for

How they got the deal

Condition of the property

Pros and Cons of doing Adaptive Reuse

Opportunity zone Investment

Returns for Adaptive Reuse Compared to Value-add Deals

Underwriting and Refinance

Adaptive Reuse vs. Newly Constructed Buildings

Jake’s thoughts on the current market and how to combat that

Quantitative tightening and effect or FED raising rates

Connect with Jake Harris

KEY QUOTE:

“The reality is when you start anything new, you're likely to get mistakes from that, so if you go give up the golden goose, there are times that you need to infuse more capital into that.”

SUMMARY OF BUSINESS:

Harris Bay is a US-based private equity real estate firm that focuses on commercial real estate development and investments. We believe in a collaborative work environment and use data analytics and sophisticated due diligence to make informed decisions. Our team is made up of pioneers, visionaries, and rebels who are passionate about innovative design and urban living. We partner with bold architects, designers, and artists to create unique, experiential projects in growing secondary and tertiary markets. Our approach to commercial real estate is fresh and forward-thinking, and we are always pushing the boundaries to redefine urban infill and historic preservation.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #Syndication #AdaptiveReuse #DistressedAssets #CommercialRealEstate #ShinyObjectSyndrome #HouseFlipping #SingleFamilyHomes #InvestmentThesis #MarketDriven #OpportunityZone #Construction #Rehab #OfficeBuildings #Redevelopment #Infrastructure #Investment #CapRates #Underwriting #QuantitativeTightening #Volatility #CatchingKnives #InvestmentManagement #ScalingDistressedAssets #AssetManagement #GuideToInvesting #DealDeepDive #PassiveWealth #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JAKE HARRIS:

Website: https://catchknives.com

LinkedIn: https://www.linkedin.com/in/jakeharrisrealestate

Instagram: https://www.instagram.com/jake.realestate

Facebook: https://www.facebook.com/harrisbayiconic

YouTube: @Jake Harris

TikTok: @jake.realestate

Check out his podcast: https://passivewealthpodcast.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

97. Deal deep-dive: Unleash your Next-Level Income through Syndication with Chris Larsen

AJ and Chris Shepard — Wed, 24 May 2023 11:00:00 -0700

ABOUT CHRIS LARSEN

Christopher Larsen is the founder and Principal of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21.

Chris expanded into development, private lending, buying distressed debt as well as commercial office, and ultimately syndicating commercial properties. He began syndicating deals in 2016 and has been actively involved in over $1B of real estate acquisitions. In addition to real estate, Chris owns multiple car wash locations across the Southeast. Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.

THIS TOPIC IN A NUTSHELL:

Chris’s career background and journey in real estate

Transition from the medical device industry to investing

Having an Investor Mindset

About his book: Next Level Income

His “Why” for Investing

Other Investment vehicles that he tried

Getting into Syndication and buying his first property

House hacking and lessons learned on the first deal

How to increase the value of the property

Investing in Syndication as a limited partner

Leveraging HELOC and refinance

Evaluating your exit strategy

Analysis Paralysis and his philosophy with other investments

Getting into the different asset classes of Syndication

Understanding the operation side of the business

Underwriting and Partnership

Hiring the right people on your team

Carwash Syndication model

Processes of the Carwash Syndication and How it Differs from the other asset class

Returns and variables of the Carwash Syndication business

Investor waterfall and holding period for this model

Connect with Chris Larsen

KEY QUOTE:

“Don’t let the analysis turn into paralysis. You don't have to have the perfect strategy and by the way, whatever you're doing today with your real estate strategy, probably it's gonna be a little different from 10, 15, 20 years from now.”

SUMMARY OF BUSINESS:

At Next-Level Income, we help investors achieve financial independence through education and investment opportunities. We work with those just starting out and needing to find ways to make more money in addition to busy professionals in the prime earning time of their careers that need guidance with tax issues, insurance, and strategic planning to keep their hard-earned money.

Once you are safeguarded and in a good place financially, we will assist you in evaluating the right investment strategies that work for you to develop passive income streams. At Next-Level, we offer education in the form of courses, blogs, a book/audiobook, and a weekly podcast designed to educate and inform professionals and entrepreneurs on how to make money, grow their money, and keep their money.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #Syndication #NextLevelIncome #househack #realestate #multifamily #SingleFamilyHomes #Refinance #CashFlow #Analysis #Paralysis #Investments #TrackRecord #Buying #Selling #SelfStorage #Carwash #PassiveSyndication #WinningStrategy #CommercialAssets #CarwashSyndication #Underwriting #CapEx #InternalRateOfReturn #DealDeepDive #PassiveWealth #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHRIS LARSEN:

Website: https://nextlevelincome.com

LinkedIn: https://www.linkedin.com/in/nextlevelincome

Instagram: https://www.instagram.com/thenextlevelincomeshow

Facebook: https://www.facebook.com/nextlevelincomeshow

YouTube: https://www.youtube.com/channel/UC7ryurcdx6zl1wqpb0la2JA

Check out his podcast: https://nextlevelincome.com/podcast

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram...

96. Deal deep-dive: Using Private Money for your Real Estate deals with Josh Shein

AJ and Chris Shepard — Wed, 17 May 2023 11:00:00 -0700

ABOUT JOSH SHEIN

Josh Shein is a real estate financing expert with over 20 years of lending experience, handling more than $1 billion in transactions. Josh started his career focused on the mortgage and reverse mortgage sector of real estate and is now focused on hard money and long-term rental lending as a partner at Trius Lending Partners, the Mid-Atlantic’s premier private money lending company.

Josh is passionate about helping people make the most of their real estate investments, using his experience and knowledge to provide sound advice and education through webinars, and in-person workshops to educate people at all experience levels about the real estate investment process.

As a seasoned professional with a common-sense approach to getting things done, Josh’s expertise has led his company to be named Baltimore Business Journal’s Fastest Growing Private Company of 2022 and recognized at the Inc 5000 as one the Fastest Growing Companies in Maryland and the U.S.

THIS TOPIC IN A NUTSHELL:

Josh’s career background

Getting into the mortgage business

About Trius Lending and his partners

Types of clients they work with

Lender's perspective: Criteria when looking at deals

How the market shift affects real estate investors

Finding a deal in their market that pencils out

The current trend in their chosen market

Loan terms for different asset classes and how to qualify

About the Deal: 9 units in Baltimore

Lessons learned on this deal

How to approach appraisals

What is a bridge funding gap?

Josh’s current real estate portfolio

Mortgage private lending and fund

Connect with Josh

KEY QUOTE:

“Marathon, not a sprint. Do not ever try to sprint in real estate. You have to take it slow and steady.”

SUMMARY OF BUSINESS:

Founded in 2003, Trius Lending Partners provides an individualized experience for every client. We are actively involved in each step of your investment, including developing personalized investment strategies and conducting in-person walk-throughs at all properties.

Trius offers both short-term and long-term loan products to real estate investors. Their short-term 1-year loans provide funding for the acquisition and rehab of any and all commercial and residential rental properties, with loan amounts ranging from $100k to $2.5M. Long-term (DSCR) loans are offered nationwide, providing 5-to-30-year terms for a rental property that does not need any rehab closing within 25-45 days. Trius Lending Partners has been named Baltimore Business Journal’s Fastest Growing Private Company of 2022 and recognized at the Inc 5000 as one the Fastest Growing Companies in Maryland and U.S.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #Mortgage #Lender #Financing #Partnership #BridgeLoan #Loans #PrivateMoney #HardMoney #BuyAndHold #CommercialProperty #Funding #RealEstateMarket #Buyers #Sellers #BridgeFunding #LongTermHolds #Appraisals #PrivateLending #LendersPerspective #Underwriting #RelationshipBased #ResidentialRentalProperties #DealDeepDive #PassiveWealth #newepisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JOSH SHEIN:

Email: josh@triuslendingpartners.com

Website: https://triuslending.com

LinkedIn: @Josh Shein @Trius Lending Partners

Instagram: @triuslending

Facebook: @Trius Lending

TikTok: @Trius Lending Partners

YouTube: @Trius Lending Partners

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @Wests...

95. Fostering a Culture-Driven Community with Ron Lovett

AJ and Chris Shepard — Wed, 10 May 2023 11:00:00 -0700

ABOUT RON LOVETT

Ron Lovett is a Canadian entrepreneur, globally sought-after professional speaker and thought leader, host of an award-winning podcast, and best-selling author of "Scaling Culture" and "Outrageous Empowerment".

Ron successfully scaled his Halifax-based guard security company to over 3500 staff across Canada and sold to the largest provider in the US at a 24x multiple. His leadership hallmarks of relentless learning, disrupting stale industries, fast action, and transforming staff into passionate stakeholders - inspired his first book "Outrageous Empowerment" in 2018.

Now, Ron focuses on his rapidly-expanding multi-family residential portfolio through VIDA, whose purpose is to revolutionize affordable communities across North America.

THIS TOPIC IN A NUTSHELL:

Ron’s career background and endeavors

His first company established - Source Security

How he got into multi-family

About his company -VIDA

Why VIDA culture is different than traditional

From Tenant vs. Landlord to Business & Partners

What it means to be strategic in your culture

Getting the community involve and workforce housing

VIDAs values and outcome of a great culture

Building ambassadors and how they solve the problem for their community

VIDA application process and opportunities provided

Systems, Tools, and Training for the Community

Future projects that Ron is working on

What is Vidafication?

The organizational chart and leadership team

How to scale up and their marketing strategy

Advice to his 25-year-old self

First Entrepreneurial Endeavor

Formal and Informal training shaped his journey

His biggest mistake and what he learned from it

KEY QUOTE:

“I think you need to be strategic about your culture or it's a waste. Creating your values, screening for those values, onboarding those values, coaching in private, and praising them publicly. That's how you sustain a strong culture. It is incredibly important to us. I think it's a winning formula.”

SUMMARY OF BUSINESS:

VIDA is on a mission to revolutionize affordable communities across North America. We strive to improve social, economic, and health outcomes by providing safety & security, cleanliness, opportunity, and a sense of community to our customers using creative solutions and incentives. Since 2018, VIDA has grown from one 12-unit building in Halifax to over 2,000 units in Nova Scotia, New Brunswick, and Manitoba. Our goal is to own and operate 10,000 suites in North America by 2027.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #ScalingCulture #CultureDriven #Community #Empowerment #VIDA #VIDAliving #WorkforceHousing #BuildingAmbassadors #CultureStrategy #CompanyValues #Vidafication #Decentralization #Tenants #Landlords #BusinessPartners #SecurityIndustry #GreatCulture #LeadershipSkills #Efficiency #Innovative #Innovation #StrongCulture #WinningFormula #Halifax #Canada #WealthCreation #newepisode #podcasting #RoadToFinancialFreedom #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH RON LOVETT:

Website: https://www.vidaliving.ca

LinkedIn: https://www.linkedin.com/in/ron-lovett

Instagram: https://www.instagram.com/vidaliving.ca

Facebook: https://www.facebook.com/vidacommunities

https://www.facebook.com/ronnielovett

YouTube: @VIDA Living

Check out his Podcast! Scaling Culture

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

...

94. Deal deep-dive: Why Invest According To Your Investor DNA with Russ Morgan

AJ and Chris Shepard — Wed, 03 May 2023 11:00:00 -0700

ABOUT RUSS MORGAN

Russ Morgan, Founder and Partner at Wealth Without Wall Street, is known as “The Idea Guy.” Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University 4 years earlier — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. Russ started IBC in 2009 and eventually went on to found Wealth Without Wall Street in 2015. Russ’ mother was an enormous inspiration

for him growing up. As a single mother with two young children, she took a rigorous, accelerated track through college while working multiple jobs, all with the goal of bettering her children’s lives. Russ’ creativity, fresh ideas, and knack for problem-solving are indispensable assets to his role at Wealth Without Wall Street. Russ would describe himself as competitive, creative, and passionate; his colleagues would likely add that he is helpful and abundant. Russ hopes to be remembered as an innovator who loved to teach others, and he has a goal to one day serve in the mission field. Campus Outreach and Young Business Leaders are two causes near Russ' heart.

THIS TOPIC IN A NUTSHELL:

Russ’s career background

Reaching out to more people through his podcast
Building a community and starting a mastermind
His opinion on 401k as an investment
What is Investor DNA
Past investments and what he learned from it
Transition from SFH investments to other investment vehicles

Getting into Short term rental spaces

About the Deal: Subject to deal Event Venue

Why the deal did not work out as planned and what he learned from it

Why should you pursue RE investing
Underwriting Short-Term Rentals

Good criteria when buying a deal

Pros and Cons of Short-Term Rentals

Comparison of Short-Term rentals with the apartment complex investment

Other investment endeavors and goals for this year

Why should you pursue a Passive Income

Connect with Russ

KEY QUOTE:

“Don't invest in something I do just because I do and it works. Invest in something you are gifted at so you need to understand who you are as an investor. As you have proven that, then you'll become successful in what you are trying to accomplish.”

SUMMARY OF BUSINESS:

Wealth Without Wall Street - Most people struggle to find financial independence. They follow typical financial advice that doesn't get them any closer to their real objective, Freedom. Work harder, work longer, and take more risks are the motto's they hear but it flies in the face of what people with financial freedom actually do. At Wealth Without Wall Street, we cut out all the noise and go straight to the objective.

Wealth Without Wall Street is an online community that seeks to re-educate business owners & families on how money truly works. Our goal is to teach people how to enhance savings, increase cash flow and create passive income all without the help of Wall Street. The secret to doing this is having your money work for you, not someone else.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #SubjectToDeals #ShortTermRentals #Mortgage #VacationRentals #InvestorDNA #WealthWithoutWallStreet #community #mastermind #InvestmentVehicle #401k #Underwriting #SingleFamilyHomes #PassiveInvesting #Syndication #LandFlipping #IncreaseCashFlow #EnhanceSavings #PassiveIncome #FinancialInsight #RentalProperty #EventVenue #DealDeepDive #WealthCreation #newepisode #podcasting #RoadToFinancialFreedom #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH RUSS MORGAN:

Website: https://www.wealthwithoutwallstreet.com

LinkedIn: https://www.linkedin.com/in/russ-morgan-72595519/

Instagram: https://www.instagram.com/wealthwithoutwallst

Facebook: https://www.facebook.com/wealthwithoutwallstreet

Youtube: https://www.youtube.com/channel/UC3gPe_2b_SSqnWw-llpE5zw

FREE CONTENT! https://go.wealthwithoutwallstreet.com/westsideinvestorsnetwork

Check out his Podcast! https://www.wealthwithoutwallstreet.com/podcast

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube |

93. Deal deep-dive: Due Diligence Strategies For Successful Apartment Syndications with Caleb Johnson

AJ and Chris Shepard — Wed, 26 Apr 2023 11:00:00 -0700

ABOUT CALEB JOHNSON

Caleb is the Founder of Red Sea Capital and the host of From Trial to Triumph podcast. He has been an entrepreneur since the age of 18. He joined NK Development Group in 2021 and aided in capital and acquisition to grow the company to over 450 units in 2 years. His mission is to be a faith-based professional, committed to investors, and building relationships.

THIS TOPIC IN A NUTSHELL:

How Caleb got started in real estate and his “Why”

Getting into his first few deals at age 19

How Red Sea Capital Group started

The different asset classes and their target market

Overview of the 30-unit deal

Their criteria when looking for deals

Finding the deal and Underwriting

Raising capital and financing

Partnership and Asset management

Due diligence strategies

Capex Plans and Improvements

Disposition of the property

How to look at renovation costs for multiple markets

Goals of Red Sea Capital

Connect with Caleb

KEY QUOTE:

“It's important to have a delta when charging rent for classic units compared to make-ready ones. When we acquire the property, if we don't need to invest $7k into interior renovations and we can still get 1350 a month, hey that's great. I don't want to invest capital to get a return if I don't need to. You can market the classic units at a discount and be able to project that into your numbers.”

SUMMARY OF BUSINESS:

Red Sea Capital Group - Guiding busy professionals on how to diversify their portfolio to generate passive income and legacy wealth

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #Syndication #ApartmentInvesting #Multifamily #DueDiligence #Strategies #Disposition #Capex #Renovation #Underwriting #AssetManagement #PropertyManagement #Demographics #RaisingCapital #OffMarketDeals #Partnerships #GeneralPartners #LimitedPartners #MultipleMarkets #Texas #RevenueIncrease #Delta #ClassicUnits #MakeReadyUnits #CosmeticFinishes #DealDeepDive #WealthCreation #newepisode #podcasting #RoadToFinancialFreedom #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH CALEB JOHNSON:

Email: caleb@redseacapitalgroup.com

Website: https://redseacapitalgroup.com

LinkedIn: https://www.linkedin.com/in/caleb-johnson-7b7300205

Instagram: https://www.instagram.com/redseacapitalgroup

Facebook: https://www.facebook.com/profile.php?id=100083689613341

Check out his Podcast: https://podcasts.apple.com/us/podcast/from-trial-to-triumph/id1640592078

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

92. Cultivating Diversity and Opportunities In Real Estate with Shannon West

AJ and Chris Shepard — Wed, 19 Apr 2023 11:00:00 -0700

ABOUT SHANNON WEST

Shannon joined Wyse Real Estate Advisors as a Property Manager in 2017 and was promoted to Associate Vice President in 2021. Shannon takes pride in being responsive to tenant and client requests and enjoys working collaboratively with colleagues and vendors to capitalize on the collective expertise and deliver quality service.

Motivated by opportunities to learn and grow personally and professionally, Shannon is the President of First Real Estate Social Hour and President of the IREM Oregon-Columbia River Chapter. She has participated in Toastmasters and has chaired several committees for industry organizations. Shannon is originally from Cincinnati, Ohio, and enjoys travel, bar trivia, and standup comedy.

THIS TOPIC IN A NUTSHELL:

Shannon’s background in real estate

Moving to Portland

Joining organizations and Wyse

Wyse Real Estate Advisors and the services they offer

Why is it important to join organizations?

Making a positive change as Property Manager

How to bring more people involved in organizations

IREM's vision and best practices

Increasing Diversity and empowering people

Volunteer work in organizations and committees

Shannon’s takeaway from her RE investing journey

How to get people into real estate investing

Advice to her 25-year-old self

First Entrepreneurial Endeavor

Formal and Informal training that shaped her journey

Her biggest mistake and what she learned from it

Connect with Shannon

KEY QUOTE:

“I would not go invest in property with zero research or not having the right connections or resources, that would not be smart, but just getting more comfortable in learning and trying new things, really pushing yourself out of your comfort zone, and having the support from others. That's how you get other people elevated and take risks.”

SUMMARY OF BUSINESS:

Wyse Real Estate Advisors - We make the deep bench of an institutional investment advisory team—construction, tenant relations, financing, lease structure, and market insights—available to the individual investor (without the institutional fees). We conduct a detailed analysis of all new properties to ensure you are getting the most from your asset. Every client has direct access to an asset manager, property manager, assistant property manager, and accounting team—bringing a diverse set of expertise to bear.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #Diversity #Inclusion #Equity #Opportunities #RealEstateAdvisors #Wyse #PropertyManagement #REConsulting #ConstructionManagement #PortlandNorthWest #IREM #FRESH #REBroker #AdvancingDiversityInRealEstate #REmanagement #Tenants #Clients #Empower #YoungProfessionals #AssetManagement #Organizations #Portland #LocalCommunity #PNW #WealthCreation #newepisode #podcasting #RoadToFinancialFreedom #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SHANNON WEST:

Website: https://wyserea.com/

LinkedIn:https://www.linkedin.com/in/shannon-west-mba-cpm-b4b64033/

Additional Links:

https://www.irem.org

https://www.fresh-pdx.com

https://www.revitalizeportland.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

91. Insight into Development Market and Current Interest Rates with Michael Hamilton

AJ and Chris Shepard — Wed, 12 Apr 2023 11:00:00 -0700

ABOUT MICHAEL HAMILTON

Michael Hamilton is the Managing Partner of Seneca Development Company, a premier real estate firm specializing in mid-rise multifamily development. Based in Portland, OR, Michael founded the company in 2018 and has since grown the business from $1M to over $15M in annual revenue. Seneca Development Company is a vertically integrated company, with an in-house general contracting arm, Hamilton Building Co., that allows the company to have greater control over project quality and timelines. Michael's vision, expertise, and commitment to excellence have earned him a reputation as a rising star in the industry. When he's not working on groundbreaking projects, Michael enjoys unwinding on the golf course, staying active at the gym, and spending quality time with his family.

THIS TOPIC IN A NUTSHELL:

Michael’s background in development and construction arm

FED policies and maneuver on the Development market

Development and design process

How does the FED raising rates affect the Development

Vertical Integration

Tips on starting a new project and revisiting plans

His take on FED rates and Supply and Demand

Portland’s rent control and comparison to other cities

Current market real estate and why invest in real estate?

Real estate market compared to the 2008 Crisis

Residential vs Commercial

Why go into the Development realm?

Criteria for choosing their development projects

Material costing and other factors to look at

Loan and debt assumption on deals

His thoughts on cap rates

KEY QUOTE:

“The beauty of Development is we've got a good year and a half of design, design review, and permitting, allowing us to make decisions on when and if we pull the trigger on going vertical. I think it's more of a when not so much as if so it's a good luxury to have and it's good to know that we are hopefully trending toward the top of these interest rate markets. “

SUMMARY OF BUSINESS:

Hamilton Building Co.- licensed, bonded, and insured commercial general contractor that exclusively builds products for Seneca Development Co.

Seneca Development Co. - a real estate investment company that buys, designs, develops, and operates mid-rise multifamily assets in Portland, OR.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #VerticalIntegration #Developer #Development #Construction #CurrentInterestRates #GroundUpDevelopment #Portland #DevelopmentProcess #DevelopmentReview #Permits #FedRates #Zoning #Shoring #Residential #Commercial #DevelopmentProjects #Materials #Costing #CapRates #Acquisition #Supply #Demand #FEDraisingRates #RealEstateMarket #HamiltonBuildingCo #SenecaDevelopmentCo #WealthCreation #newepisode #podcasting #RoadToFinancialFreedom #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH MICHAEL HAMILTON:

Email: Michael@senecadevco.com

Website: https://hamiltonbuildingco.com/, https://www.senecadevco.com/

Instagram: @Michaelalanhamilton, @senecadevco, @hamiltonbuilding

Twitter: @Michael____alan

LinkedIn: https://www.linkedin.com/in/michael-hamilton-13b291117/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork...

90. Why Residential Real Estate Is The Best Asset Class with Danny Kattan

AJ and Chris Shepard — Wed, 05 Apr 2023 11:00:00 -0700

ABOUT DANNY KATTAN

Danny Kattan is a co-founder of PIA Residential and has more than 20 years of real estate experience. He brings strategic planning and financing experience to PIA’s management, having worked on the acquisition of over 400 properties representing more than 2000 units and a value of more than $350 million.

In addition to PIA Residential, Danny is also the Founder of Sell2Rent, a platform that aims to revolutionize residential real estate by making a sale-leaseback a mainstream alternative to selling a home. Before founding PIA, Mr. Kattan worked at Countrywide Financial as Mortgage Advisor, gaining vast experience in the residential mortgage market.

Before starting his real estate career, Mr. Kattan participated in launching an internet media services company, an advanced telecommunications company, and a biotechnology company. Danny graduated cum laude from Northeastern University with a B.S. in Industrial Engineering and received an MBA from the Wharton School of Management at the University of Pennsylvania, where he co-founded the Wharton International Network of Entrepreneurs.

THIS TOPIC IN A NUTSHELL:

How Danny started in real estate

Buying his first house and how it accumulated

Vertical Integration and partnership

Starting with SFH and small multifamily properties

The 400-unit deal in Florida

Staying local when buying real estate

The process of scaling up

Building the real estate team

Automation of processes and tools

Due diligence

Experience with Institutional Investors

Search for Capital partners and raising money

Investing during rough times

Why Residential Real Estate is the Best Asset Class

How to scale with less headache

Building a robust platform to acquire MFH

Launching a fund to lessen the risk for investors

Identifying primary and secondary markets

His take on migration

Controlling the Internal Rate of Return and Cash on Cash returns

Advice to his 25-year-old self

First Entrepreneurial Endeavor

Formal and Informal training that shaped his journey

His biggest mistake and what he learned from it

Connect with Danny

KEY QUOTE:

“A residential asset class is perhaps the most resilient asset class that I know of. People need a place to live. If somebody is hungry in the street you can give them food, but if somebody is homeless, you don't bring them to your home. Shelter is a primary need of a person.”

SUMMARY OF BUSINESS:

PIA Group USA is a private equity real estate investment firm specializing in the acquisition, renovation, and management of Institutional Multifamily properties across the Southeast. Originally formed in 2009 to capitalize on the opportunity of acquiring large numbers of Single-Family Homes, PIA currently owns and manages a portfolio of properties valued at close to $200 MM. By leveraging its property management, construction, and acquisition know-how, PIA is now focusing on the acquisition of well-located, stabilized, and value-add, market-rate multifamily opportunities in growth markets across the Southeast and Texas.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #MultiFamily #PropertyManagement #RealEstateSyndication #Multifamily #ResidentialRealEstate #BestAssetClass #StayLocal #SingleFamilyHomes #DueDiligence #Construction #CapitalPartners #WealthPreservation #Underwriting #Fund #VerticalIntegration #GeneralPartner #LimitedPartner #MultiFamilyHomes #PassiveInvestors #WealthCreation #ApartmentInvesting #newepisode #podcasting #RoadToFinancialFreedom #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH DANNY KATTAN:

Website: www.piaresidential.com www.sell2rent.com

Facebook: @PIA Residential

Instagram: @sell2rentusa @PIA Residential

LinkedIn: @Danny Kattan

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter |

89. Helping Physicians achieve Passive Wealth through Real Estate with Pranay Parikh

AJ and Chris Shepard — Wed, 29 Mar 2023 11:00:00 -0700

ABOUT PRANAY PARIKH

Dr. Pranay Parikh is a full-time physician, Co-Founder and President of Ascent Equity Group, online course creator, and host of the MD to Entrepreneur Podcast. Dr. Parikh started out as a fresh attending with zero business experience. Despite loving his job and medicine, he didn't feel like he had financial security or control over his time. Today, he is a serial entrepreneur and practices medicine on his own terms.

He has a passion for helping other doctors reach financial independence and do more of what they love. Dr. Pranay consistently strives to become the best version of himself whether it be in business, education, fitness, marriage, or family.

THIS TOPIC IN A NUTSHELL:

Pranay’s background and why he got into real estate

Getting into his first deal and Syndication

Creating an online course

Partnership and Fund to fund deals

Building a brand with partners

The learning curve with buying properties

Investing in Real Estate from a doctor's perspective

Investing in Tools and App for Investor’s privacy

Obstacles encountered as a doctor and how to overcome those

Doing pre-mortem in all deals

Advice to his 25-year-old self

First Entrepreneurial Endeavor

Formal and informal training that shaped his journey

His biggest mistake and what he learned from it

Connect with Pranay

KEY QUOTE:

“What beats mindset or any issues is Action. You'll get past those obstacles if you just take action. The mindset issue is still gonna be there, but the more action you take, the quieter and quieter is that voice gonna get at the back of your head.”

SUMMARY OF BUSINESS:

Ascent Equity Group is a nationally focused real estate investment firm that seeks to acquire cash-flow and tax-efficient opportunities that allow our investors to grow and preserve wealth outside the stock market. Ascent Equity Group is built by doctors, for doctors. With decades of experience investing in projects covering single-family, multi-family, and mixed-use, we know all the ins and outs of introducing and onboarding new or experienced physicians to our portfolio. Our mission is to serve as a touchstone for our physicians and to give them the ability to passively invest and build returns while simultaneously shielding them from the day-to-day responsibilities of property management.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #MultiFamily #PropertyManagement #RealEstateSyndication #Doctors #Physicians #DoctorsHelpingDoctors # Podcaster #NestEgg #AscentEquity #PassiveInvesting #DoctorDads #FinancialIndependence #MedicalProfessionals #OnelineCourseCreator #Entrepreneur #PassiveInvestors #WealthCreation #Apartments #ApartmentInvesting #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH PRANAY PARIKH:

Website: https://ascentequitygroup.com

Facebook: @AscentEquityGroup @PranayParikh

Instagram: @AscentEquityGroup

LinkedIn: @ascentequitygroup @Pranay Parikh

Podcast: https://www.frommd.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

88. Deal deep-dive: How to Build Sustainable Cashflow outside the Top Real Estate Markets with Victor Bell

AJ and Chris Shepard — Wed, 22 Mar 2023 11:00:00 -0700

ABOUT VICTOR BELL

Victor Bell has transacted over $59 million in real estate transactions in seven states including Hawaii, Arizona, Texas, North Carolina, Vegas, Ohio, and Michigan. Victor is also known as one of Amazon's #1 best-selling authors, a real estate trainer, and a top speaker on leadership, real estate investing, entrepreneurship, marketing, and finance. Victor Bell has been investing in Multi-Family Real Estate since the mid-1990s.

THIS TOPIC IN A NUTSHELL:

How Victor got into real estate

The markets they cater to

Why go into bigger deals

Getting into real estate during the 90s

Learning the different aspects of real estate

Dealing with past mistakes and bankruptcy

Chasing high-priced markets vs cheap markets

How to maximize cashflow in high-priced markets

Cap rates, refinance, and revaluation

What they do at Bell Capital

Fund and waterfall structures

Connect with Victor Bell

KEY QUOTE:

“You have to be in the game. In multifamily properties and how you play this thing, it is very different. That goes back to knowing what you're doing, you have to take a look at it, not just cap rates, but you also need to understand what everybody else is looking at and when they are using them.”

SUMMARY OF BUSINESS:

Bell Capital acquires and manages real estate properties with a focus on both near-term income generation and long-term value creation. Victor Bell Founder and CEO, created Bell Capital to provide everyday investors access to institutional-level real estate deals in great markets that are normally reserved for only larger investors.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #HighPricedMarkets #CheaperMarkets #Hawaii #California #Arizona #Texas #Ohio #LasVegas #Author #MultiFamily #PropertyManagement #TopRealEstateMarkets #Revaluation #CapRates #Refinance #WaterfallStructure #RaisingCapital #WealthCreation #BellCapital #Apartments #ApartmentInvesting #DealDeepDive #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH VICTOR BELL:

Website: www.bell-capital.com

Facebook: @bellcapital

Youtube: @bellcapital

Instagram: @therealvictorbell

LinkedIn: @Victor Bell

Twitter: @VictorBell

Get a FREE digital copy of his book! How to create wealth through investing in Apartment Buildings

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

87. Deal deep-dive: Your Guide To Successful Land Flipping with Pete Reese

AJ and Chris Shepard — Wed, 15 Mar 2023 11:00:00 -0700

ABOUT PETE REESE

Pete Reese is the President of Reelvest Properties, a land development and investment company. With nearly two decades of real estate experience as a broker and investor, Pete has successfully purchased and sold hundreds of pieces of real estate for a profit over the years for himself and on behalf of his clients. He did $3.5 Million in Revenue in 2022 with his land flipping and development business, and he’s pushing to do $10 Million in 2023. Pete’s always looking for his next deal, including his longtime dream of his own private island. Besides his professional accomplishments, Pete is a proud father to three beautiful girls, keeps up with his family by working out and enjoying a vegan diet, and is the 31st great-grandson of King Henry II.

THIS TOPIC IN A NUTSHELL:

Pete’s background and journey to real estate

Main business model and why he chose it

Land flipping vs. House flipping

Starting the business and scaling up

Value add that they do on land

Metrics when buying land

Type of properties they are looking for

Net profit on deals

investing out of state

How to determine your target market and negotiate with them

Best practices when dealing with agents and brokers

The biggest challenge for this business model

Financing the deal

Partnerships on deals

Biggest Takeaway

Connect with Pete Reese

KEY QUOTE:

"The positive side is that it is really a simple business in a way, especially if you can get good or if you're not good, you can get people in your team that are good at evaluating properties. You make money when you buy, so you get all these opportunities when you buy properties. If you are confident and you understand the value that you are buying, then you're instantly creating value there. Every time you close a good deal you are basically increasing your net worth. “

SUMMARY OF BUSINESS:

Reelvest Properties is a real estate investment company that is committed to helping property owners across the United States sell their properties quickly. Instead of waiting years to find the right “retail” buyer for your property, we’re able to complete the purchase easily and efficiently in a matter of days or weeks.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #LandFlipping #YourGuideToSuccessfulLandFlipping #HouseFlip #Buyers #Sellers #MotivatedSellers #WellBalancedMarket #Land #Acres #DealHunt #Negotiate #Brokers #TopAgents #TitleSearchProcess #ReelVestProperties #TurningProfitPodcast #Offers #Location #Financing #Partnership #OutOfState #RuralAreas #Counties #PropertyEvaluation #DealDeepDive #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH PETE REESE:

Website: Reelvest, Turning Profit

Facebook: @PeteReese

Twitter: @turningprofit

Youtube: @turningprofit

Instagram: @reesepeter

Podcast IG: @turning_profit

LinkedIn: @PeteReese

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

86. Deal deep-dive: From a Near-death experience to a Path of Financial Freedom with Nick Prefontaine

AJ and Chris Shepard — Wed, 08 Mar 2023 11:00:00 -0800

ABOUT NICK PREFONTAINE

Nick Prefontaine is a two-time best-selling author of The New Rules of Real Estate Investing and Sell With Authority for Real Estate Investors. At 14, Nick suffered a life-threatening snowboarding accident. His parents were told that he'd never walk, talk or eat again on his own. He made a personal goal that he would not walk but run out of the hospital. He unknowingly used a system to do just that and less than 60 days later he ran out of the hospital.

Nick got started in the real estate industry at an early age. Most notably, he was knocking on pre-foreclosure doors at 16, doing 50+ doors a day. This experience not only shaped his career but it also was a part of his recovery. Going door to door, helping people out of their unfortunate situations.

Now, Nick specializes in helping our Associates get their lease purchase buyers on the path to home ownership. Getting buyers to the finish line of getting their own loan is something the entire team takes pride in. This is one of the many things that separates Wicked Smart from the competition.

THIS TOPIC IN A NUTSHELL:

Nick’s background and how he got started in real estate

Overcoming the snowboarding accident and recovery

The biggest takeaway from facing a near-death experience

His perspective on mindset shift

The lease purchase side of the business explained

The process involved in lease purchases

Program to help homeowners

Debt to income ratio

Getting the buyers to be mortgage-ready

Minimum credit level required for buyers

The cycle to get them to be mortgage ready

Downpayment and fix rate lease

Communication between the government and tenants

Property Appreciation

The goal for their tenants

How to look for buyers for this program

Marketing strategy implemented

Educate buyers beforehand

Process of onboarding buyers to the rent-to-own program

Connect with Nick Prefontaine

KEY QUOTE:

"The reason why our buyers love the program is they're able to treat, run, capture equity and take care of the property as if it's their own, even though they're not officially on a title yet. Once they close and get the loan, then they will start getting the tax benefits and so with the ownership."

SUMMARY OF BUSINESS:

At Smart Real Estate Coach, we empower individuals and families to create the life of their dreams. We encourage aspiring investors and entrepreneurs to take the first step towards creating REAL income with real estate. After many years of coaching and constantly doing deals himself independently, Chris Prefontaine founded Smart Real Estate Coach in 2014, bringing in his son Nick, daughter Kayla, and son-in-law Zachary as the company began to grow. The family team coaches investors on how to properly scale and automate their businesses throughout North America — all without using their own cash, credit, or taking out bank loans to buy property. Our team buys and sells homes in our own market every month. We then mentor, coach, and consult students and Associates all around North America to do the exact same thing. We stay current because we're in the trenches ourselves.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #LeasePurchases #GetWickedSmart #NearDeathExperience #OvercomingAdversity #CreativeFinancing #LifeChangingExperience #Buyers #Sellers #MortgageReady #Lenders #Disclosures #RentToOwnProgram #TenantBuyers #REInvestors #Appreciation #MinimumCreditLevel #PaydaySystem #Buy&SellTerms #homeowners #DealDeepDive #newepisode #JoinTheWINpod #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH NICK PREFONTAINE:

Website: https://smartrealestatecoach.com/

Facebook Page: https://www.facebook.com/smartrealestatecoach/

Youtube: https://www.youtube.com/user/smartrealestatecoach

Instagram: https://www.instagram.com/smartrealestatecoach/

LinkedIn: https://www.linkedin.com/in/nickprefontaine/

FREE GIVEAWAY!
https://wickedsmartbooks.com/westside/

Additional links:

Master's Class: www.smartrealestatecoach.com/mastersclass

Strategy Call: www.smartrealestatecoach.com/action

Book Request: https://wickedsmartbooks.com/westside

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @Up...

85. Deal deep-dive: Why IRR Is The Ultimate Multifamily Investing Metric with Trevor Thompson

AJ and Chris Shepard — Wed, 01 Mar 2023 11:00:00 -0800

ABOUT K. TREVOR THOMPSON

Trevor is the Founder of Niagara Investments LLC. He is a multifamily investor and passionate entrepreneur with 47+ years of experience in the attractions and entertainment industry. He is an accredited investor and Limited Partner in 20 syndicated deals and 2 as General Partner.

His investment portfolio includes multifamily apartments (2500+ doors) retail strip mall, Townhouse to Condo conversion (28 units), Single Family Rental Portfolio Fund (50 homes), ground up Multi-Family Fund (100 doors) medical office building, and land development near the new Tesla factory in Austin. He has been actively working to acquire multifamily apartments as GP/Asset Manager/Boots on Ground in TX.

THIS TOPIC IN A NUTSHELL:

Trevor’s background and how he started in real estate

Introduction to passive investments and Syndication

His transition from the entertainment industry to real estate

Comparison of the customer service industry to real estate

About the San Antonio deal:

How he found the deal in Texas

Asset class and current condition of the property

Property description and purchase price

Loans and raising capital

Renovation and Capital Expenditure plan

Developing an asset management plan

Property management and partnership

Long-term plan for this property

How to maintain a high-maintenance property

Underwriting the deal

Waterfall structure and Preferred return

Communication with Investors

Connect with Trevor

Biggest Takeaway from this deal

KEY QUOTE:

“Internal rate of Return (IRR) in my mind, that's the king. Ultimately, that's the true measure of whether you did well, so the 3-year getting out the IRR looks really good. The way we set the deal for waterfall is that if we achieve better than 16% of the IRR, the GP split gets larger. That's the biggest payday for the GP team but that's also good for the LPs. Everybody wins. “

SUMMARY OF BUSINESS:

Niagara Investments LLC - A rеаl еѕtаtе invеѕtment аnd рrореrtу mаnаgеmеnt соmраnу with fосuѕ оn multifаmilу араrtmеntѕ in the US.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #InternalRateOfReturn #Syndicator #Syndication #AssetManagement #PropertyManagement #CapEx #FullCycle #PassiveInvestor #GeneralPartner #LimitedPartner #UnderWriting #Education #Learning #PassiveInvesting #EntertainmentIndustry #CapitalExpenditures #Apartments #Multifamily #RaisingCapital #Maintenance #DealDeepDive #newepisode #JoinTheWINpod #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH TREVOR THOMPSON:

Website: https://niagara-investments.com

Facebook: https://www.facebook.com/ktrevor.thompson

Join our Facebook group: https://www.facebook.com/groups/earnandlearnwithrealestateinvesting

Subscribe to his Youtube channel: @KTrevorThompson

LinkedIn: https://www.linkedin.com/in/ktrevorthompson

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

84. Deal deep-dive I Subject-To deals: a Path to Homeownership with Zachary Beach

AJ and Chris Shepard — Wed, 22 Feb 2023 11:00:00 -0800

ABOUT ZACHARY BEACH

Zachary went from a bartender to a Real Estate Expert, Coach, and 3x bestselling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Sell with Authority for Real Estate Investors. He's the CEO of Smart Real Estate Coach, a partner in multiple 7-figure businesses, and co-host of the Smart Real Estate Coach and Not Just a Transaction podcasts.

At the age of 25, Zach decided to leave the world of bartending and personal training and jump into the family business. Through hard work, in-house training, and implementation, Zach has now completed over 100 deals and, on top of that, he coaches students around the country on how to buy and sell a property just like his family still does. He has an amazing wife Kayla and two small children, his son Remi and his daughter Bellamy. He is a prime example of how to be successful both in business and at home.

THIS TOPIC IN A NUTSHELL:

Zach’s short introduction

What is a Sub2 deal and how does it work?

The specific window of the market for Sub2 deals

Sub2 financing

Loans that can be assumed by the buyer

Financial challenges of sellers

Installment sale

Becoming your own bank in the deal

Mortgage process for Sub2 deals

Lease terms and 10-day cure

Why Sub2 is the best deal?

Target returns for Sub2 deals

Buying Dilapidated houses

What stood out from this deal

Books available from Smart Real estate coaches

Connect with Zach

KEY QUOTE:

“There's a strategy attached to different ways how you sell property, that's why creative financing is the best because there are so many options for you to use. You can get strategic on whatever state or county you're in, in order to really maximize your profits and also maximize your production.”

SUMMARY OF BUSINESS:

After many years of coaching and constantly doing deals himself independently, Chris Prefontaine founded Smart Real Estate Coach in 2014, bringing in his son Nick, daughter Kayla, and son-in-law Zachary as the company began to grow. The family team coaches investors on how to properly scale and automate their businesses throughout North America — all without using their own cash, credit, or taking out bank loans to buy property. Our team buys and sells homes in our own market every month. We then mentor, coach, and consult students and Associates all around North America to do the exact same thing. We stay current because we're in the trenches ourselves.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #SubjectToDeals #Sub2Deals # #Sub2Financing #Sub2Mortgage #Buyer #Seller #MotivatedSeller #NoMoneyDown #mortgage #LoanAssumption #TargetReturns #BecomeTheBank #FinancialChallenges #DilapidatedHouses #CreativeFinancing #GetWickedSmart #homeowners #DealDeepDive #newepisode #JoinTheWINpod #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH ZACHARY BEACH:

Website: http://www.smartrealestatecoach.com/

Facebook Page: https://www.facebook.com/smartrealestatecoach

Youtube: https://www.youtube.com/smartrealestatecoach

Instagram: https://www.instagram.com/smartrealestatecoach/

LinkedIn: https://www.linkedin.com/in/zacharyrbeach/

Twitter: https://twitter.com/smartrecoach

FREE GIVEAWAY!
https://wickedsmartbooks.com/westside/

Additional links:
Master's Class: www.smartrealestatecoach.com/mastersclass
Strategy Call: www.smartrealestatecoach.com/action
Book Request: https://wickedsmartbooks.com/westside

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/ ...

83. Deal deep-dive: Underwriting an 11-unit deal in Jacksonville with Steven McAdoo and Marc Hassan

AJ and Chris Shepard — Wed, 15 Feb 2023 11:00:00 -0800

ABOUT STEVEN MCADOO

As Director of Multifamily Investment Sales in Franklin Street’s Jacksonville office, Steven McAdoo represents investors in the acquisition and disposition of multifamily assets throughout the North Florida market. Serving as a trusted partner, his goal is to maximize value for his clients in every transaction while providing first-rate service and communication.

A Jacksonville native and the University of North Florida alumnus, Mr. McAdoo possesses a strong command of the market that allows him to represent his clients with knowledge and authority. Before transitioning to brokerage, Mr. McAdoo worked in accounting and finance for several industries, including commercial development. Today, that background provides him with meticulous attention to detail, along with expertise in analysis, underwriting, asset management, and investor relations. Prior to joining Franklin Street, Mr. McAdoo specialized in multifamily investment sales with another commercial brokerage in Jacksonville and later co-founded his own private brokerage and investment firm.

ABOUT MARC HASSAN

Marc Hassan was born and raised in Jacksonville where he graduated from Bishop Kenny High School in 1997. He then went on to graduate Magna Cum Laude from Jacksonville University with a B. A. in English (Major) and Business (Minor). In 2003, Marc earned the degree of Master of Business Administration (MBA) from Jacksonville University. Marc, his wife, Meghan, also a Jacksonville native, and their three children continue to call Jacksonville their home and remain active in the community.

In 2007, Marc founded Spectrum Realty Property Management with the primary focus of supporting the needs of his real estate development projects and companies. After extensive planning and reorganization, in 2015 Marc launched a new branding effort with the intention of growing Spectrum into the trusted leader in Northeast Florida for property management and real estate brokerage services. Marc is leading Spectrum Realty Property Management on the path to redefining the traditional model of a successful real estate firm.

THIS TOPIC IN A NUTSHELL:

Short Intro and career background – Steven & Marc

About the Deal:

Background location and opportunities

Pros and Cons of this location

Capital Expenditures, Conditions, and Capital Improvements

Target rents and unit mix

Vacancy and desirable areas in the Florida market

Tenant damage and Security deposit

Concessions, Bad debt, Loss to lease

Landscaping and contracting services

Taxes and Insurance

Portland vs. Florida market

Re-assessment of taxes and value of property

Management fee and Leasing fees

Repairs & maintenance

Natural calamity and its effect on the Insurance market

The typical expense ratio for this property

Net operating income

Strategy on loans

Projection and market rents

Debt coverage ratio

Cap rates and Interest rates

Connect with Steven and Marc

KEY QUOTE:

“Different people have different methodologies, some people want to get the rent roll as close to market rent as quickly as possible, and some people would rather know that turnover is expensive because of the repair cost & the amount of loss rent. It's really just a matter of personal preference on how you like to operate properties.” – Steven McAdoo

“You do have to be strategic about it if you've got four leases all coming up in the same month. You may not want to be testing the waters on all 4 leases on an 11-unit building all at once. You got to look at how the rules lay out but I'll start with the first renewal coming up and push it to the market. If I need to get someone new in, set the tone and I’m gonna get max rent as quickly as I can.” – Marc Hassan

SUMMARY OF BUSINESS:

Spectrum Realty Services LLC - founded in 2007, Spectrum Realty Property Management’s primary focus is supporting the needs of its real estate development projects and companies. Our core services include buying and selling residential and commercial real estate and property management. As a full-service real estate brokerage firm, Spectrum Realty Property Management provides our clients with the latest market trends, data, and analysis for Northeast Florida.

We relieve the discomfort and stress often felt when selling or buying residential real estate. Spectrum Realty Property Management is well-versed in varying commercial real estate areas. These areas include site selection, acquisition, entitlement, development, construction, investment analysis, and commercial property management.

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet the evolving needs of clients. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide. For more information on Franklin Street, please visit FranklinSt.com.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #SyndicatedDealAnalyzer #SDA #MultifamilyInvesting #FloridaMarket #ListingBroker #PropertyManager #PropertyManagement #CapitalImprovements #Underwriting #Jacksonville #CapEx #RentAnalysis #Revenue #mortgage #repairs #maintenance #tenant #vacancy #expenseratio #DealDeepDive #newepisode #podcasting #RoadToF...

82. Deal deep-dive: Rocket Engineer turned Real Estate Investor with Chad Zdenek

AJ and Chris Shepard — Wed, 08 Feb 2023 11:00:00 -0800

ABOUT CHAD ZDENEK

Chad Zdenek is a Licensed General Contractor, Professional Engineer, former CEO of Mobile Illumination, and triple Master's Degree graduate. He started in Construction Management in the mid-1990s working for Swinerton Builders before moving into Structural Engineering working for Boeing on the Space Shuttle Main engines.

Since beginning investing in Real Estate 7 years ago, he has grown his General Partner portfolio to $85M. Today he invests actively and passively in multifamily and self-storage projects across the United States. He is also one of the rare investors who invests in CA and outside of CA. Chad received his Bachelor of Science degree in Civil Engineering from Loyola Marymount University, Master’s of Science degree in Structural Engineering from USC, and MBA from UCLA.

THIS TOPIC IN A NUTSHELL:

Chad’s career background

How he got into real estate

First Syndication deal and their approach

Raising capital and mortgage

Renovation and rehab implemented

Hiring a General Contractor

Refinancing

Investing in your own deals

How to convince investors to invest with you

Appreciation of the property

Tenant Landlord laws in California

How to reduce vacancy

His take on the current economic climate

Cost of debt and rent control aspect

The biggest lesson that he learned from the first deal

How to build a solid team

Building relationships with potential investors

Connect with Chad Zdenek

KEY QUOTE:

"Real estate is a very much relationship-based business. You got to invest in those relationships. The wrong time to ask for it is when you need it. You should be developing those relationships before you need the help, and it just takes a lot of time and energy to do that but it's gonna yield better results when you need something and you've got these relationships to lean on. "

SUMMARY OF BUSINESS:

CSQ Properties Acquires, Repositions, and Manages multifamily properties throughout the United States. CSQ provides syndication with passive investors interested in investing in multifamily projects. These projects benefit from the strong, growing rental market throughout the United States. With a focus on non-rent controlled properties, the units are remodeled with a staggered approach to attain increased market rates, while minimizing operational losses during construction. Therefore, CSQ integrates property managers, financial institutions, insurance companies, real estate brokers, etc. to insure optimal return.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #SyndicationAttorneys #Sponsors #Operators #Syndicators #GeneralPartners #RaisingCapital #Rehab #RocketEngineer #TenantLandlordLaws #RentControl #Renovation #GeneralContractor #StructuralEngineer #AssetManagement #Multifamily #BuildRelationships #ApartmentInvesting #Syndication #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHAD ZDENEK:

Website: https://csqproperties.com/

LinkedIn: https://www.linkedin.com/in/chad-zdenek-9153ab4/

Facebook: https://www.facebook.com/CSQProperties

YouTube: @CSQProperties

Instagram: @CSQproperties

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

81. What Syndicators Should Know From a Syndication Attorney with Gene Trowbridge

AJ and Chris Shepard — Wed, 01 Feb 2023 11:00:00 -0800

ABOUT GENE TROWBRIDGE

As a Founding Partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 625 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D.

As a former Syndicator, who for ten years raised investor capital through the broker-dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws. As a long-time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how-to manual” on real estate syndication.

THIS TOPIC IN A NUTSHELL:

Gene's career background

Getting into law school

Learning about Syndication laws and how they evolved

Deals they've done

What to do if the Sponsor/Manager dies?

Syndication defined

Difference between 506B vs 506C regulation

Joint venture vs Syndication

Requirements to change Joint venture into security

General requirements that syndicators should deliver to passive investors

Lenders’ role in the Syndication

Are we required to give the investors an executed operating agreement?

What is required for Syndicators?

Documents that we need to send to investors

What is a springing member?

PPM that will not qualify for the 1031 exchange

Tenant in common

Raising capital and audit of General Partners

Fund-to-fund model for raising capital

What is a Blind pool Investment?

Limited partnership and General partnership

Best practices for Fundraising

Advice to his 25-year-old self

His First Entrepreneurial endeavor

Formal and Informal training that shaped his journey

His biggest mistake and what he learned from it

Connect with Gene

KEY QUOTE:

“The Manager is not supposed to commit fraud. Intentional fraud is a misrepresentation. Telling investors that everything is ok when it's not, that's really the requirement for Syndicators. “

SUMMARY OF BUSINESS:

Trowbridge Law Group - We are a team of experienced attorneys and dedicated support staff focused on ensuring our clients’ compliance with SEC and States securities laws.

We are committed to enabling our clients to raise funds for their investment opportunities and syndications with confidence. We take pride that our documents are custom crafted for our client’s needs, ensuring the highest level of quality and compliance. Collectively, we are one of the most experienced syndications law team in the country.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestateinvesting #passiveincome #REinvesting #cashflow #SyndicationAttorneys #Sponsors #Operators #Syndicators #SecurityLaws #GeneralPartners #LimitedPartners #OperatingAgreement#LLC #506B #PrivatePlacementMemorandum #PPM #SubscriptionAgreement #FundRaising #RaisingCapital #506C #SpringingMember #TenantInCommon #BlindPoolInvestments #JointVenture #Syndication #newepisode #podcasting #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH GENE TROWBRIDGE:

Phone: 949-855-8399

Website: https://trowbridgelawgroup.com/

LinkedIn: https://www.linkedin.com/company/trowbridge-law-group-llp/

Facebook: https://www.facebook.com/trowbridgelawgroup

YouTube: https://www.youtube.com/trowbridgelaw

Instagram: https://www.instagram.com/trowbridgelawgroup/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

80: How To Succeed In New Markets with Kenneth Gee

AJ and Chris Shepard — Wed, 25 Jan 2023 11:00:00 -0800

ABOUT KEN GEE

Kenneth is the Founder and Managing Partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2 billion, much of which has included the acquisition, management, and financing of various multifamily real estate projects.

Ken is a licensed Ohio Certified Public Accountant. He received his master's degree from Case Western Reserve University's Weatherhead School of Management and his B.B.A. from the University of Toledo.

THIS TOPIC IN A NUTSHELL:

Ken's background and how he got into real estate
On being a CPA and how it helps his investments

What led him to Apartment Investing

Starting his own business with a CPA background
Managing apartments and finding deals

Choosing your target market

Understanding local neighborhood

Why he chose Value-add Investments
How to mitigate taxes

Selling the property and deals that went full cycle

Challenges of owning an old building

Expanding to a new market: Florida
Building credibility with brokers

His take on recession and the current economic situation

Managing Investments and types of deals they’re buying

Trusting the numbers
Metrics to look into deals

Internal Rate of Return vs. Annual returns

Insurance expenses

Advice to his 25-year-old self

First entrepreneurial endeavor

Formal and Informal training that shaped his journey

His biggest mistake and what he learned from it

Connect with Ken Gee

KEY QUOTE:

“When underwriting, I would look at the numbers and figure out what doesn't make sense, so I would call the broker and tell them, I will show you my numbers, tell me where I'm wrong. They never got back to me. They knew that the number doesn't make sense. That's why I really got into trusting the numbers. Trust the numbers no matter what. "

SUMMARY OF BUSINESS:

The KRI Group of Companies is a vertically integrated real estate investment & management company with offices in Tampa, Orlando, Jacksonville, Florida, and Cleveland, Ohio. KRI Properties provides multifamily property management for assets owned by KRI and third parties. KRI Partners is a real estate syndication company specializing in the acquisition of multifamily apartment communities in the central and southeast U.S.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #REinvesting #cashflow #multifamily #apartmentinvesting #CPA #credibility #NewMarket #TargetMarket #ValueAddInvestor #Brokers #TrustTheNumbers #InternalRateOfReturn #Underwriting #GrowingMarkets #acquisition #MitigatingRisks #Rent #MarketRent #Florida #FloridaMarkets #Cleveland #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH KEN GEE:

Website: https://www.kripartners.com/

LinkedIn: https://www.linkedin.com/company/kri-partners/

Facebook: @KRI Properties

Youtube: @KRI Partners

Instagram: @kripartners

Twitter: @KRIpartners

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

79: Deal deep-dive: Real Estate Investing on your Terms with Chris Prefontaine

AJ and Chris Shepard — Wed, 11 Jan 2023 11:00:00 -0800

ABOUT CHRIS PREFONTAINE

Chris Prefontaine is the four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Sell with Authority for Real Estate Investors. He's also the Founder of the Wicked Smart companies and host of the Smart Real Estate Coach podcast. He's been in real estate for over 31 years. His experience ranges from constructing new homes in the 1990s and owning a realty executive franchise to running his own investments and coaching clients throughout North America.

Today Chris and his family and team run their own creative financing business and are still in the trenches every day. Their main focus is helping students across North America plan their escape from their W-2 jobs by getting in the trenches and doing deals with them.

THIS TOPIC IN A NUTSHELL:

Chris’s background in real estate

Coaching program offered

Books written about Real Estate

Deal to share:

√ Structure and how he found the deal

√ Financing and Mortgage

√ Principal-only option

√ Timeline of the process

Renovation and rehab of properties acquired

Wholesaling deals

Purchase price vs. Actual revenue

Metrics for buying a home

Sample deal of this strategy

On buying deals amidst the current economic market

Creative financing strategy and how it is compared to conventional

Seller’s behavior toward creative financing

Free giveaway

Connect with Chris Prefontaine

KEY QUOTE:

“The modern deals of creative financing vs. conventional compared to doing deals in the 90s are like quadruple. People are accepting and gravitating on purpose towards creative financing, it's a place to hang out. “

SUMMARY OF BUSINESS:

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #mortgage #principalonly #creativefinancing #coaching #coachingprogram #GetSmartWicked #SellWithAuthority #RealEstateCoach #traditionalfinancing #seller #renovation

#homeowners #3PaydaysSystem #rehab #wholesale #newepisode #podcasting #passivewealth

#assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHRIS PREFONTAINE:

Website: http://www.smartrealestatecoach.com/
Facebook Page: https://www.facebook.com/smartrealestatecoach
Google +: https://plus.google.com/+Smartrealestatecoachchannel
Youtube: https://www.youtube.com/smartrealestatecoach
Instagram: https://www.instagram.com/smartrealestatecoach/
LinkedIn: https://www.linkedin.com/in/chrisprefontaine
Twitter: https://twitter.com/smartrecoach

FREE GIVEAWAY!
https://wickedsmartbooks.com/westside

Additional links:
Master's Class: www.smartrealestatecoach.com/mastersclass
Strategy Call: www.smartrealestatecoach.com/action
Book Request: https://wickedsmartbooks.com/westside

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube |

78. Deal deep-dive: How I Transitioned from Landlord to Passive Investor with Travis Watts

AJ and Chris Shepard — Wed, 28 Dec 2022 11:00:00 -0800

ABOUT TRAVIS WATTS

Travis Watts is an investor, passive income advocate, and public speaker. He dedicates his time to educating investors who are looking to be "hands-off" when it comes to real estate investing. He used to be an active investor who owned single-family homes (fix and flips, vacation rentals and buy and hold properties) until he burned out in 2015. His rental properties were taking up too much of his time; it felt more like a job rather than an investment. Today, Travis is a full-time PASSIVE multi-family apartment investor and the Director of Investor Education at Ashcroft Capital.

THIS TOPIC IN A NUTSHELL:

Travis’s background and how he started in real estate

Owning and Managing Single-family homes

Introduction to Limited partnership

His transition from Landlord to Passive Investor

Involvement with Ashcroft capital

Investing in the stock market, REITs, and private placements

Learning curve from owning SFH to Multifamily

Underwriting a deal

Importance of mentors

Details of the deal that he wants to share

Preferred monthly distributions for LP investments

How to fund LP investments

How to look at deals as an LP investor

Trust but verify

Tools/Software used

Looking at the Track record of operators

Returns of Investments

Loans and Refinance

Capital improvements implemented

Connect with Travis

KEY QUOTE:

“I'm a cashflow-focused investor. I want to know if there will be cash flow on day 1, and how realistic it is that we can raise the yield over the next 3-5 years vs. you telling me that I'm gonna double my money in 5 years, because it may not happen. A lot of investors should keep in mind that these are just projected returns, there are no promises or guarantees.”

SUMMARY OF BUSINESS:

Ashcroft Capital is a national multifamily investment firm with over 2 billion in assets under management. Ashcroft is focused on major metropolitan statistical areas (MSA’s) which demonstrate consistent rent growth, low vacancy, and a growing Real GDP. The firm repositions properties through operational efficiencies, moderate-to-extensive renovations, and complete rebranding.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #LimitedPartner #GeneralPartner #PassiveInvestor #Syndication #Multifamily #BuyAndHold #SingleFamily #Dallas #Mentors #distributions #operators #stockmarket #TrustButVerify #InternalRateOfReturn #Transition #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH TRAVIS WATTS:

LinkedIn: https://www.linkedin.com/in/traviswatts1234/
Facebook: https://www.facebook.com/passiveinvestortips
Instagram: https://www.instagram.com/passiveinvestortips/
BiggerPockets Blog: https://www.biggerpockets.com/member-blogs/12418-the-syndication-investor-blog/blog_posts
YouTube: https://www.youtube.com/playlist?list=PLCYnr_mB0XK1JDQNEQpuAK70LcoT4DzZQ

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

77. Boots-on-the-ground Asset Management with Sandhya Seshadri

AJ and Chris Shepard — Wed, 21 Dec 2022 11:00:00 -0800

ABOUT SANDHYA SESHADRI

Sandhya Seshadri has invested as a Limited Partner, Key Principal, or General Partner in 3000+ doors totaling $200M in assets throughout the United States. Sandhya has been a leader in the equities markets for over 20 years and had moved into commercial real estate due to the tax advantages and the ability to uniquely “force appreciate” each asset.

Sandhya has lived in Dallas-Fort Worth for over 30 years and this is her primary market for investments. Her knowledge of the local market and neighborhoods makes her the ideal “boots on the ground” asset manager for properties in Dallas. Sandhya has a Bachelors’ and Master’s Degree in Electrical Engineering as well as an MBA.

THIS TOPIC IN A NUTSHELL:

How she got started in real estate

Why she chose to invest in multifamily

Choosing her mentor

What she learned as a Limited Partner

Progression from LP to GP

Timeline and size of deal flow

Raising capital

Cash reserves and Capital expenditures

What does it mean to be a boots-on-the-ground asset manager?

Deals that went full cycle

Choosing their brokers and partners

Recent projects they are working on

Underwriting from a buyer's point of view

Process of putting in foreign investors with their investments

Advice to her 25-year-old self

First Entrepreneurial Endeavor

Formal and Informal training that shaped her journey

Her biggest mistake and what she learned from it

Connect with Sandhya

KEY QUOTE:

"I think the strategy depends on how old your property is. You want to hold on to CAPEX money if you got a much older property because you just don't know when something breaks down and you might have some deferred maintenance expenses. "

SUMMARY OF BUSINESS:

Multifamily4you - We identify, acquire, and cash-flow value-add multifamily apartment communities with our investors, creating passive income backed by real estate. With over 20 years in the financial investment space, we’re an open book to help answer any questions or concerns you might have about an investment opportunity. After closing with us, we provide monthly reports, so you know exactly what’s going on with your investment.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #LimitedPartner #Syndicator #Dallas #Forthworth #mentor #bootsontheground #LPInvestor #AssetManagement #DealFlow #BrokerPartners #Underwriting #multifamily #apartmentinvesting #leverage #Seller #Buyer #capex #inspections #fullcycle #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SANDHYA SESHADRI:

Website: https://multifamily4you.com/

Email: invest@multifamily4you.com

LinkedIn: https://www.linkedin.com/in/multifamily4you/

Facebook: https://www.facebook.com/sandhya.sseshadri.9

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

76. Raising capital through funds with Noah Rosenfarb

AJ and Chris Shepard — Wed, 14 Dec 2022 11:00:00 -0800

ABOUT NOAH ROSENFARB

Noah Rosenfarb is a 3rd generation CPA that built Freedom Family Office to help entrepreneurs produce predictable income, create their ideal life and build their legacy. He has written four books, took a company he founded public, sold eight companies, and completed over 45 real estate investments. Noah lives in Parkland, Florida with his wife, Amanda, and their two kids. He’s passionate about travel and is fortunate to have visited 70 countries on 5 continents. As a lifelong learner, Noah is an active member of EO South Florida, YPO Global One, Strategic Coach, and Long Angle.

THIS TOPIC IN A NUTSHELL:

Noah’s career background and business

Private equity fund

Business built and he had taken into public

How he got into real estate

Progression to growing into larger deals

What is a Family Office?

Noah’s definition of success

Low-hanging fruit to achieve financial freedom

The process and timeline for dealing with clients

Funds vs. Single Syndication

Pros and Cons of investing in a Fund vs Syndications

His experience in raising capital through funds

Online platform used for project

What are 506B and 506C deals?

Time spent looking at deals and Creating content

Roll Over Business Startup

Tax invention and structure used in Puerto Rico

Key components needed to take advantage of tax income

Fund management

Target deals they are looking into and deal size

Advice to his 25-year-old self

First Entrepreneurial Endeavor

Formal and Informal training that shaped his journey

Biggest mistake and what he learned from it

Connect with Noah

KEY QUOTE:

“The reason why investors prefer the fund is because raising capital is time-consuming. So, if you have committed capital, you don't need to worry about raising capital when you find a deal, you have a certainty of execution, and you know that money is gonna come in. You don't have to go back every single time you find something to buy.”

SUMMARY OF BUSINESS:

Freedom Family Office - Our boutique Registered Investment Advisory (RIA) firm operates as a multi-family office. We advise your family as if it were our family. Our ideal client has built a successful company, accumulated an eight-figure net worth, and wanted to run their money like they run their business - with a clear sense of direction and strong control over performance.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #RaisingCapital #SyndicationFunds #TaxStrategy #TaxInvention #506B #506C #rolloverbusinessstartup #syndicators #singlesyndication #401k #fundmanager #highnetworth #familyoffice #RichBeyondMoney #entrepreneurs #CPA #thirdgenerationCPA #valueadd #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH NOAH ROSENFARB:

Website: https://freedomfamilyoffice.com/
LinkedIn: https://www.linkedin.com/in/noahrosenfarb/
Facebook: https://www.facebook.com/freedomfamilyoffice

FREE RESOURCES:

www.FreedomTaxStrategy.com – 23 over-looked tax strategies for entrepreneurs

www.DecidedToSell.com – A short guide for entrepreneurs that are ready to sell their company

www.TalkAboutRE.com – How My Family Generates Infinite Returns in Real Estate

www.RichBeyondMoney.com – Exercises to help entrepreneurs focus on their definition of success

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInv...

75. Deal deep-dive: Why Self-Storage Investing Makes Sense For You with Scott Krone

AJ and Chris Shepard — Wed, 07 Dec 2022 11:00:00 -0800

ABOUT SCOTT KRONE

Scott is a Chicago native whose career in architecture began in 1991 by pursuing his Master of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. In 2012, Krone founded Coda Management Group. Krone has authored High-Performance Homes - Navigating the Green Road to Your Dream Home, a book for homeowners seeking to incorporate green technology into their homes.

THIS TOPIC IN A NUTSHELL:

Scott's career background
Deal criteria and financing

Why he chose Self-storage Investment?
Restrictions and listing

Converting retail space
Refinance options

Is self-storage recession-resistant?

How to manage and operate self-storage
Vertical integration and cap rates
Dealing with the operating expenses

Self-storage vs. Multifamily

Mortgage and interest rates

Current projects they are working on
How they choose their target market

Connect with Scott

KEY QUOTE:

“For self-storage expenses, it is a much simpler version. Instead of an expense ratio of 55% for multifamily, we are within 25 to 35%. Some of our facilities are online-operated so our expense ratio is far less and it's a lot easier to manage.”

SUMMARY OF BUSINESS:

Coda Management Group - a firm that specializes in managing real estate assets. Since its inception, Coda manages a wide range of real estate including single and multi-family homes, retail, commercial warehouse, self-storage, and multi-use flex athletic spaces.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #selfstorage #recessionproof #selfstorageinvesting #multifamily #lowexpense #expenseratio #architecture #traditionalfinancing #occupancy #onlineplatform #inflation #retailspace #warehousespace #operatingexpenses #mortgage #commercialwarehouse #multiusespace #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SCOTT KRONE:

Website: www.codamg.com
LinkedIn: https://www.linkedin.com/in/scott-krone/
Facebook: https://www.facebook.com/CodaManagementGroup

Additional links:
https://onestopselfstorage.com/
Email info@codamg.com and tell Scott about this episode, you’ll get a FREE Feasibility Study and Deal Analyzer!

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

74. Underwriting and Dynamics of Senior Living Investments with Stuart Keller

AJ and Chris Shepard — Wed, 30 Nov 2022 11:00:00 -0800

ABOUT STUART KELLER

Stuart serves as SVP of Investor relations for broadly marketed investments open to accredited investors throughout the US. Stuart brings his 15 years of experience in operational leadership, asset management, and financial analysis to the firm’s Syndication division. This division provides the opportunity for accredited investors to participate in the ownership of the institutional quality real estate.

Prior to Lloyd Jones, Stuart held positions as a regional vice president for nationally ranked owner-operators of multifamily properties. Stuart earned his Master’s Degree in International Economics from the University of Oklahoma, and a Bachelor’s degree in Managerial Economics from Oklahoma City University.

THIS TOPIC IN A NUTSHELL:

Stuart's background and how he started in real estate

Joining Lloyd jones company

Starting a Syndication platform

Strategies for finding the trends to grow the business

Plan for senior living and how to jumpstart the trend

Hotel conversions and ground-up development projects

Evaluating the size of deals

Nuances of Senior living

First senior living project

Transition team to stabilize the project

Insight into multifamily plans

Deal in Crowd Street

Underwriting a senior living deal

Multifamily vs. Senior living

Vertically integration and Property management

Statistics and net migration rate

Advice to his 25-year-old self

First entrepreneurial endeavor

Formal and Informal training that shaped his journey

His biggest mistake and what he learned from it

How to connect with Stuart

KEY QUOTE:

“Senior living is all about the operating margin. If you got one more resident for an assisted living or a memory care unit, that one extra unit might necessitate additional staff members based on the staffing ratio that is required by state law. Your revenue might go up, but with the increased staffing ratio, your operating margin might go down. It's definitely one unique component that not everybody might understand how to underwrite a senior living deal.”

SUMMARY OF BUSINESS:

LLOYD JONES has become a global real estate investment firm with subsidiaries in development, construction, and senior living operations. Its focus is senior housing, multifamily, and most recently the hospitality industry.

Its investment partners include institutions, family offices, and its own principals. And now, through its new crowdfunding platform, private investors can participate in the firm’s institutional-quality acquisitions.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #propertymanagement #seniorliving #assistedliving #staffingratio #seniorcare #memorycare #operatingmargin #underwriting #dynamicsofseniorliving #CrowdStreet #stabilization #multifamily #groundupdevelopments #LloydJones #assetmanagement #syndicationplatform #verticalintegration #birthrate #population #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH STUART KELLER:

Website: https://lloydjonesllc.com/

LinkedIn: https://www.linkedin.com/in/stuart-keller-cam-27547b37/

Facebook: https://www.facebook.com/LIoydJonesLLC/

Twitter: https://twitter.com/LloydJonesLLC

YouTube: https://www.youtube.com/channel/UCakP0qjpqugjoHAxYQjeBgA

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

73. Deal deep-dive: How To Run a Profitable Short-Term Rental Business with Alex Jarbo

AJ and Chris Shepard — Wed, 23 Nov 2022 11:00:00 -0800

ABOUT ALEX JARBO

Alex Jarbo is a short-term rental developer and manager. He was born and raised in Detroit, Michigan. He served in the Marine Corps for 4.5 years where he was stationed in Washington DC. He left the Marine Corps at 22 years old to pursue his career as a real estate professional. He is the Founder and CEO of Sargon Investments. He holds an MBA with a concentration in Real Estate Development and is currently finishing a Doctorate in Business with a concentration in Leadership. He is the host of the YouTube channel Alex Builds where he teaches the ins and out of short-term development and management.

THIS TOPIC IN A NUTSHELL:

Alex’s background and how he started in real estate
Joining a flipping mentorship
Pursuing his broker's license
On choosing his mentor
Finding his niche in Short-term rentals

How he started in ground-up development
Broker and lender recommendations

Finding the right GC for the project
Loans and financing of the project

Residential vs Commercial loan
Why he prefers to do construction and development?
SBA financing vs Traditional loan
how refinancing work
Current market rents and occupancy for cabins

Ownership of the deal and partnership

Managing STRs and automation of processes
How to combat vacancy in STRs if people are not traveling
Choosing the right market

Marketing strategy

How to turn STR into a long-term investment

Current projects and long-term plan
How to connect with Alex

KEY QUOTE:

[18:45] “You can start in your own backyard, and when I say backyard in your own little bubble of the market whether it be an hour or two away. You wanna think of a city or an area where people like to vacation in your area, they take extended weekend vacations too. People don't stop traveling to those little pockets during a recession. People are gonna be looking for that unique experience on top of the market that they're going to.”

SUMMARY OF BUSINESS:

Sargon Investments is a short-term rental resort development firm. We work to provide above-average, double-digit returns to our accredited investors. We don’t like investing in populated metro areas. We like to build in areas that are 20-30 minutes away from the city. This allows our guests to have the privacy of a cabin in the woods while at the same time being close enough to the city where it isn’t a long drive. This also leads to some pretty scenic drives to and from the cabins we build.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #entrepreneurs #shorttermrentals #educationalplatform #STRdevelopment #airbnb #cabins #landappraisal #construction #residential #commercial #broker #traditionalloan #financing #propertymanagement #longtermrental #buyingland #refinancing #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH ALEX JARBO:

Email: alex@sargonivestments.com

Website: https://sargoninvestments.com/

Instagram: https://www.instagram.com/magicboyjarbo/

LinkedIn: https://www.linkedin.com/in/alex-jarbo-28a940139/

YouTube: https://www.youtube.com/c/AlexBuilds1

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

72. Deal deep-dive: Creative financing for a Street-Smart Investor with Lou Brown

AJ and Chris Shepard — Wed, 16 Nov 2022 11:00:00 -0800

ABOUT LOU BROWN

Lou Brown is the Founder and Creator of Street Smart Systems. Quoted as an expert by many publications and authors, “Lou” draws from a wide and varied background as a real estate investor having been buying property since 1977.

He’s invested in Single-family homes, apartments, hotels, developed subdivisions and built and renovated homes and apartments. He’s widely known as a creative financing genius with his deal structuring concepts.

Being a teacher at heart, he’s enjoyed sharing his discoveries with others through his Street Smart®️Investor training since 1987. Husband, Father, Author, Lecturer, Inventor, Investor, Builder, Designer, and Real Estate Expert are all descriptions of this exciting trainer, he is truly an influencer and inspiration to everyone he meets.

THIS TOPIC IN A NUTSHELL:

How he got started in real estate

The first few deals

Exploring Creative financing options

Path to Homeownership program

Dealing with the buyer and sellers

Type of deals done

In-house financing

How do they find the deals?

Which specific markets do they focus on?

The Housemonster marketing system

Programs and educational platforms launched

A thousand families, a thousand homes - program

Non-escalating, non-qualifying loans

Using Trust in real estate

Seller financing and Installment sale process

How to connect with Lou

KEY QUOTE:

[05:35] “When we talk about the concept of creative financing, it's actually creative financing in reverse because we fund our buyers first. We find out how much down payment they have to work with, how much work they will be willing to do to the property and how much they can afford on a monthly basis. Then we go about finding the property for them, in fact, they even participate in finding a property as well.”

SUMMARY OF BUSINESS:

STREET SMART SYSTEMS - founded by Lou Brown, is a multifaceted company dealing in a variety of real estate-related areas including homes for lease, sale, rent-to-own plans, and renovations of existing homes. We provide Real Estate Investment Training for investor entrepreneurs who want to make a business of buying, holding, renovating, managing, and selling single-family and multi-family properties. We also provide Private Lending typically only for Street Smart® licensees who plan to buy, renovate and sell properties for a profit

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #cashflow #streetsmartinvestor #creativefinancing #buyer #seller #homeownership #entrepreneurs #privatelending #renovation #multifamily #singlefamilyhomes #loans #offmarket deals #educationalplatform #BuyHoldSell #AffordableHousing #LearningCurve #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH LOU BROWN:

Website: https://streetsmartinvestor.com/, https://louisbrown.com/

Instagram: https://www.instagram.com/loubrown4860/

Facebook: https://www.facebook.com/StreetSmartInvestor/

Twitter: https://twitter.com/LouBrown

LinkedIn: https://www.linkedin.com/in/lou-brown-5445545/

YouTube: https://www.youtube.com/c/StreetSmartInvestor/videos

ADDITIONAL LINKS:

Grab a copy of Lou’s book here!

Wealth Builders workshop

Join the Millionaire Jumpstart event

Certified Affordable Housing provider

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.co...

71. Why You Should Invest Out of State with Christopher Levarek

AJ and Chris Shepard — Wed, 09 Nov 2022 11:00:00 -0800

ABOUT CHRISTOPHER LEVAREK

Christopher is the Operations Manager for Valkere Investment Group. He is a former firefighter in the United States Airforce, a graduate of Arizona State University, holds an Information Technology leadership role in the Banking industry, and is a full-time real estate investor as well as co-founder of Valkere Investment Group. His experience includes single-family residential acquisitions, private lender loans, joint ventures, and multifamily real estate syndications. He lives in Phoenix, Arizona with his wife, Jamie, and two sons Christopher and Julien, where he enjoys playing the guitar, spending time with family, and reading in his spare time.

THIS TOPIC IN A NUTSHELL:

[01:33] Chris’s background and Valkere’s investment portfolio

[03:48] Transition from SFH to large multifamily

[04:52] First few deals

[05:30] What they bring to the partnership

[09:50] Process of vetting partners

[11:51] Communication with partners

[12:23] Structure of partnerships and documentation

[13:58] Why do they prefer to invest out-of-state?

[17:50] Learning curve on managing the managers

[19:35] Project management tools they use

[23:47] How they manage Property managers from out of state

[25:07] Working with Lloyd jones Property Management

[27:56] Advice to his 25-year-old self

[28:38] First Entrepreneurial endeavor

[30:00] Formal and Informal training that shaped his journey

[31:12] Biggest mistake and what he learned from it-

[34:08] How to reach out to Christopher Levarek

KEY QUOTE:

[15:09] "If you take away that option you actually become a better investor because you’re forcing yourself to create a system and process and more importantly, you’re depending on partners. So, you get really good at evaluating partnerships."

[15:23] "Most of us started in real estate because we want to be passive, we want financial freedom and more time, it does not make sense for me to create another job, so I force myself to outsource all these pieces of investment. When you do that in another state, you’re forced to. There’s really no option, you can’t just fly out there every weekend. We wanted to ensure that we are building a business and systems around it."

SUMMARY OF BUSINESS:

Valkere Investment Group is a Real estate investment group providing reliable and productive investment opportunities through a private lender and equity investment in multi-family properties.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #multifamily #apartmentsyndication #airbnb #shorttermrentals #apartmentinvesting #cashflow #OutOfStateInvesting #underwriting #multifamily #projectmanagement #VettingPartners #bootsontheground #PartnershipStructure #LearningCurve #Partnerships #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH CHRISTOPHER LEVAREK:

Website: https://valkeregroup.com

Instagram: @valkereinvestmentgroup

Facebook: @valkereinvestmentgroup

Twitter: @ValkereGroup

LinkedIn: @valkere-investment-group

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

70. Deal deep-dive: Getting our First Syndication Deal with Ashton Levarek

AJ and Chris Shepard — Wed, 26 Oct 2022 11:00:00 -0700

ABOUT ASHTON LEVAREK

Ashton is an Air Force Special Operations Pararescue Jumper, holds a B.S. in Sports Health and Science, and is a full-time real estate investor as well as co-founder of Valkere Investment Group. Ashton acts as the network facilitator and acquisitions lead for the Valkere Team. Understanding that the whole is greater than the sum of its parts, Ashton is passionate about building a team of opportunity-minded investors focused on creating equity, passive income, and generational wealth for everyone involved. Action-oriented and results-focused, Ashton brings 20 years of Special Operations experience to bear upon the investment market. Married to Vivian Levarek and as the father of 2 girls, Keilana and Alayla, Ashton and his family reside in Portland, OR where he enjoys rugby, traveling the world, and teaching his girls to surf.

THIS TOPIC IN A NUTSHELL:

[01:27] Ashton’s background and how they started in real estate

[02:50] Getting to Airbnb and syndication

[04:23] First syndication deal

[06:15] Taking the leap to multifamily syndication

[07:40] Finding the deal and potential investors

[08:24] Underwriting and value-add plan

[12:25] Multifamily vs. SFH

[13:20] Working with experts in the field

[15:28] Capital improvements and expenditures

[20:20] Process of getting investors onboard

[20:51] Building your brand

[22:51] Creating your potential Investor list

[24:41] Financing aspect of the deal

[25:49] Deal Timeline and exit plan

[27:24] Sale of the asset

[28:21] How to connect with Ashton

KEY QUOTE:

[06:38] Why should we continue to do these duplexes when it’s the same amount of work if we’re gonna go a 13-unit or bigger? So, for us the rationale just made sense, there is no fear at that point. We’re hitting the books and podcasts endlessly, trying to figure out the next step. We were nervous but we don’t really have that fear. I recommend getting educated to be able to face that.

[20:43] People have to know, trust, and like you. They have to understand what you are doing. When people are confused, and they don’t understand what you are telling them, they’re gonna say no every time.

[22:45] We made a list of family and friends, and extended network who have available funds or have liquid investments who can potentially invest with us. We reach out to them, not asking for money because when you ask someone for money the first thing they say is no, but just to talk about what we are doing. A lot of times we will just ask if they know anybody interested to invest in real estate, and people start to think about that.

SUMMARY OF BUSINESS:

Valkere Investment Group is a Real estate investment group providing reliable and productive investment opportunities through a private lender and equity investment in multi-family properties.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #multifamily #firstdeal #syndication #airbnb #shorttermrentals #apartmentinvesting #cashflow #cashreserves #valueadd #propertymanagement #buildyourbrand #underwriting #multifamily #fullcycle #Fayetteville #townhomes #NorthCarolina #newepisode #podcasting #passivewealth #assetcreation #DealDeepDive #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH ASHTON LEVAREK:

Website: https://valkeregroup.com

Instagram: @valkereinvestmentgroup

Facebook: @valkereinvestmentgroup

Twitter: @ValkereGroup

Tiktok: @ashton_valkere

LinkedIn: @valkere-investment-group

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://w...

69. The Power of Strategic Partnerships with Seth Teagle

AJ and Chris Shepard — Wed, 19 Oct 2022 11:00:00 -0700

ABOUT SETH TEAGLE

After 22 years in the fire service, Seth Teagle found himself working 800-1,000 hours of overtime annually to provide for his family. Once Seth discovered multifamily real estate, he went all in…. he went from Firefighter to Millionaire after his first apartment complex BRRRR. Seth is now the CEO of The Stream Group, a private investment group with 185M AUM as well as an education platform called Firehouse Bros.

THIS TOPIC IN A NUTSHELL:

[01:20] Seth’s background and how he started in real estate

[04:30] First few deals and flipping

[06:32] Why Apartment Syndication?

[07:35] Partnership on the first investment

[10:27] Dealing with Property management and vacancy

[12:12] Starting a Joint venture

[13:48] Getting into Syndication

[15:50] Mentorship with other syndicators

[17:39] His take on starting with SFH vs. bigger deals

[18:25] Benefits of Commercial real estate

[20:08] Finding the right partners

[25:03] Vertical integration with partners

[26:26] Plans in the current market and projects working on

[30:18] Why Strategic partnership has worked for him

[37:04] Ways to optimize Vertical integration

[40:30] Five cycles of entrepreneurship

[44:07] The real work after buying the deal

[48:00] Development projects and changes happening in their market

[51:10] Advice to his 25-year-old self

[51:41] First entrepreneurial endeavor

[52:29] Formal and informal training that shaped his journey

[53:40] The biggest mistake that shaped his journey

[55:30] How to reach out to Seth

KEY QUOTE:

[16:36] I knew I had to get in the same room with people who are doing bigger things, that could be my training wheels and that accelerated our growth exponentially. Rather than me keep trying to figure it out, let me just cut to the front of the line, pay the right people for their time, learn what they know and the mistakes they’ve made, and how they’ve done things.

[21:06] A lot of people are scared to partner but I’ve always looked at it that if it’s with the right person, I can go faster and sooner than I would’ve had by myself.

[22:19] Without strategic partnerships I would still be probably on my 3rd or 4th deal by now, it would have been just a lot slower.

[29:25] Instead of buying anything that makes sense and has a huge upside, we are looking at stuff now that’s a little bit less of a headache. The upside might be less, but the headache to get to that upside or the risk is a lot less as well.

[32:25] We’ve had a few people as potential partners where they sounded great, they knew what to say, they knew how to act, and then we get some background check and find out that we’re fourth in line to get hosed by them and that helps.

SUMMARY OF BUSINESS:

The Stream Group is a professional and vertically integrated real estate investment firm. Utilizing over 50 years of combined experience, our purpose is to create investment opportunities for those who understand the power of real estate. We provide these opportunities through syndications and equitable funds.

Firehouse Bros is our education platform where we teach both new and experienced investors. Our focus is on helping students become well-rounded investors and scale to levels they only dreamed of.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment

#REinvesting #multifamily #educationclub #raisingcapital #generalpartners #operators #singlefamilyhomes #flipping #firefighter #syndicators #mentorship #strategicpartnerships #construction #propertymanagement #verticalintegration #development #exitplan #commercialrealestate #Ohio #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SETH TEAGLE:

Website: https://www.thestreamgroups.com/

Coaching and Education platform: https://www.thefirehousebros.com/

Instagram: https://www.instagram.com/seth.teagle/

Facebook: https://www.facebook.com/seth.teagle

LinkedIn: https://www.linkedin.com/in/seth-teagle-bb1930b5/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | http...

68. 3 Ways to reduce taxes on real estate with Daniel Holmlund

AJ and Chris Shepard — Wed, 12 Oct 2022 11:00:00 -0700

ABOUT DANIEL HOLMLUND

Daniel Holmlund is a managing partner of Good Samaritan Capital LLC, a private real estate investment firm that specializes in multifamily acquisitions. Daniel founded Good Samaritan Capital because he strongly believes that investors can realize great returns while building and helping communities. He is also working as Software Engineer at Intel where he started the Real estate education club to help his colleagues enjoy passive investing and live a life of financial freedom. Daniel enjoys reading, podcasts, real estate investing, and being with his wife and three kids.

THIS TOPIC IN A NUTSHELL:

[01:15] Daniel’s career background

[02:39] Experience with working for partners overseas

[06:10] Getting into multifamily

[08:15] Daniel’s favorite part of RE investing

[09:47] tax benefits of REI

[10:47] 3 Strategies for W2 employees to reduce taxes

[12:31] Land conservation easements

[16:22] Purchasing Short term rentals

[18:50] Investing in other Syndication as Limited partners

[20:00] Partnership with operators

[21:45] Criteria of their investments

[22:33] Difference between being an LP vs. raising capital for operators

[22:45] 4 Pillars of risk for Limited Partners

[26:00] Markets where they invest and Fund to fund model

[27:56] Running a Real estate education club at Intel

[30:37] Advice to his 25-year-old self

[31:53] First entrepreneurial endeavor

[34:47] Formal and informal training that shaped his journey

[37:23] Biggest mistake that shaped his journey

[40:02] How to reach out to Daniel

KEYWORD:

Conservation easement - a voluntary, written agreement between a landowner and the “holder” of the conservation easement under which a landowner voluntarily restricts certain uses of the property to protect its natural, productive, or cultural features.

KEY QUOTE:

[02:45] You’ll find out what your partner is like when things are going poorly, not when things are going great.

[04:13] In my opinion, a worst-case scenario in real estate is a whole lot better than the stock market. In the stock market, you’re stuck and good as zero, in real estate you have collateral, you have insurance, and you have a mortgage potentially that you can foreclose on. There are ways that you can get your money back.

[05:51] When times are hard, have long-term debt. If you can’t have your place free and clear, which I don’t recommend I think debt gives you leverage which is a great benefit to real estate. So have long-term debts you can get through bad times.

[09:10] One of my favorite parts of Real estate investing is Tax savings. I’d like to pay as little taxes as possible. I’m hoping this year or maybe next year I’ll actually get down to zero taxes.

[24:40] General partners get their equity from working, and limited partners get their equity by capital. A general partner should also be a limited partner, they should be working and putting in their capital. So as a GP, you have to understand the process, and the people you’re working with and it is a lot of work. If you have the capital, then being an LP is a great way to go.

SUMMARY OF BUSINESS:

Good Samaritan Capital is a leading real estate syndication company. We offer our investment partners the opportunity to leverage shares of multifamily rental properties into a passive monthly income. Our experienced investment team thoroughly evaluates properties to find assets that have vast potential but are currently devalued due to disengaged management. Once identified, we aggressively act on acquiring and improving the asset, with a proven property enhancement and management plan, resulting in exceptional returns for our investment partners.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #passiveinvesting #realestateinvestor #realestateinvestment

#REinvesting #multifamily #educationclub #landconversationeasements #taxsavings #taxbenefits #W2employees #taxstrategies #diversifiedlocations #raisingcapital #limitedpartners #generalpartners #operators #fundmanagers #PillarsOfRisk #fundtofundmodel #newepisode #podcasting #passivewealth #assetcreation #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH DANIEL HOLMLUND:

Email: daniel@goodsamaritancapital.com

Schedule an Investor Introduction Call: https://calendly.com/daniel-holmlund/investor-intro-call

Facebook: https://www.facebook.com/danielwholmlund

LinkedIn: https://www.linkedin.com/in/daniel-holmlund/

Check out Daniel’s coaching program here: The Creating Real Estate Partnerships Bootcamp

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndica...

67. Understanding the Design and Planning process with Sasha Beckwith

AJ and Chris Shepard — Wed, 05 Oct 2022 11:00:00 -0700

ABOUT SASHA BECKWITH

Sasha is a design and drafter primarily with residential properties and an investor. On a regular basis, she works with investors, homeowners, contractors, permitting offices, engineers, and many more. She’s been doing this for over 8 years now. She is also an investor, so she has an eye for what works for a space but also keeps in mind the cost of doing it as well. She has done projects all over the place primarily in the Portland Metro but in several other areas as well. She graduated from Oregon State University with degrees in Interior Design and Housing Studies.

THIS TOPIC IN A NUTSHELL:

[01:17] Sasha’s career background

[02:23] Definition of design and drafting

[03:58] Difference between designing vs. architectural aspect

[05:13] Guiding investors with cost benefits and additions

[07:55] Types of investors she works with

[08:36] What aspects to avoid during the design process

[11:10] Getting started with additions

[16:10] Evaluating the crawl space and which construction to use

[18:19] Planning steps and jurisdiction in Portland

[22:00] Permit details and submittals

[25:46] Timeline to get permits for an addition

[29:21] Garage conversion & unpermitted work

[31:38] Recommendation regarding inspections on the property

[36:30] Advice to her 25-year-old self

[36:48] First Entrepreneurial Endeavor

[37:25] Formal and Informal training that shaped her journey

[39:05] Biggest mistake and what she learned from it

[41:58] How to reach out to Sasha

KEY QUOTE:

[12:02] If you are looking to have an addition to the property, you need to know the zoning and your setbacks. That’s usually the first step I go to, what are my setbacks, and can my addition fit within those setbacks.

[31:38] I always like to review the house first before we go that route because I want to see if there’s anything that might be unpermitted work. If you are inviting an inspector in and if they do see unpermitted work, they will call you on it. I always recommend for any inspections, be there or have somebody there.

SUMMARY OF BUSINESS:

SAB Design and Drafting – provides design and drafting for residential properties focusing on space planning and structural aspects of construction.

ABOUT THE WESTSIDE INVESTORS NETWORK

TheWestside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

#realestate #realestateinvesting #passiveincome #residentialspace #passiveinvesting #realestateinvestor #realestateinvestment #REinvesting #designer #drafter #drafting #additions #ADU #AccessoryDwellingUnits #permits #ConstructionAspect #UnpermittedWork #Inspections #CrawlSpace #SpacePlanning #garageconversion #newepisode #podcasting #passivewealth #assetcreation #Portland #RoadToFinancialFreedom #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SASHA BECKWITH:

Phone: 541-231-6318

Email: sasha.a.beckwith@gmail.com

LinkedIn: https://www.linkedin.com/in/sasha-beckwith-11979454/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

66. Finding opportunities amidst inflationary times with Marco Kozlowski

AJ and Chris Shepard — Wed, 28 Sep 2022 11:00:00 -0700

ABOUT MARCO KOZLOWSKI

Marco is a boutique Real Estate Investing Mentor, Author, and trainer. For more than 22 years he’s been buying real estate, working his way up from single-family homes to, today, owning more than 6,000 units across various asset classes including multifamily, hospitality, and mobile home parks. He even recently purchased a bar in Orlando, Fl, where he lives. He is also the host of Big Fat Real estate checks.

Although technically retired from his own holdings, his "ikigai" (reason for being) is to help others achieve the level of freedom they desire, by teaching his proven processes that anyone can follow to buy cash-flowing assets using other people’s money. Marco is a big believer in supporting others and contributing to his community. He enjoys donating 10% of proceeds from each of his projects, and mentoring ambitious students to create financial success and live life on their terms.

THIS TOPIC IN A NUTSHELL:

[01:00] Marco’s career background and life experience

[03:00] Business ventures and how he started in real estate

[05:26] Why he switched to multifamily

[07:34] How to identify Property Managers/Operators

[09:53] On starting a podcast

[11:42] Coaching and mentorship in real estate

[14:39] Lessons learned from recession & downturn of the economic cycle

[17:15] His take on buying properties amidst inflationary times

[18:07] Types of deals preferred and recent projects

[23:30] Marco’s values and what it helps him to accomplish

[26:20] Opportunities during an inflationary environment

[31:30] Buying multifamily and hotel conversion

[33:42] Forbearance and credit scores

[37:53] Advice to his 25-year-old self

[38:31] His First Entrepreneurial Endeavor

[40:07] Formal and Informal training that shaped his journey

[42:07] Biggest mistake and what he learned from it

[43:50] How to reach out to Marco

KEY QUOTE:

[25:10] I’m very warm with people but very cold with numbers because if I don’t get the right price, I cannot help you. If I’m not straight up with saying no that this is not going to happen, the numbers won’t allow it and you’re asking too much then it’s creating an environment where me and the seller against the bad guy which is the numbers. Because at the end of the day, cash makes the decision at least in my world.

[25:51] It’s really helping someone serving at a level where you can be honest with them and be okay with them saying no as well. It’s okay if they don’t take an offer now, the fortune is in the follow-up. They might not be ready today but maybe in 30 days, 60 days, or 90 days follow-up.

[27:56] The more there is a disruption in the cycle, the more opportunity there is. I see a huge opportunity and we’re already seeing it, we’re buying hotels at half-price than what we’re buying a year ago. We’re buying really good deals, there’s always a segment of the market that is going to be affected by the down cycle than others so knowing what to buy will help you hedge your bets as things change.

[43:08] Everyone wants to hide and doesn’t want to admit that they did something wrong which is very cancerous but when it’s celebrated, they’re excited to share with you what didn’t go up. It actually creates a lot more growth very quickly. The culture of hiding mistakes is terrible.

SUMMARY OF BUSINESS:

Marco is well known as one of the world’s leading experts in Real Estate Investing, Platform Speaking, and Systems Process Engineering – Marco’s methodologies have proven results. Marco offers seminars and workshops throughout the United States on the subjects of business success, real estate investments, and wealth-building techniques. He is a business and executive coach who helps a selected group of already successful entrepreneurs and professionals to take them to the next level.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realestateinvesting #passiveincome #propertyinvestment #passiveinvesting #realestateinvestor #mentor #coach #realestateinvestment #REinvesting #podcasting #acquisitions #financialfreedom #valueadd #passivewealth #assetcreation #Inflation #HedgeAgainstInflation #multifamily #hotelconversion #PropertyManagers #EconomicDownturn #recession #forbearance #RoadToFinancialFreedom #Orlando #Florida #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH MARCO KOZLOWSKI:

Email: marcokozlowski@me.com

Website: https://marcokozlowski.com

LinkedIn: https://www.linkedin.com/in/marco-kozlowski/

Facebook: https://www.facebook.com/realmarcokozlowski/

Instagram: https://www.instagram.com/marco.kozlowski/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland P...

65. How to avoid the middle-class trap with Scott Trench

AJ and Chris Shepard — Wed, 21 Sep 2022 11:00:00 -0700

ABOUT SCOTT TRENCH

Scott Trench is the CEO and President of BiggerPockets. An active real estate investor and licensed agent in Denver, CO. He was named President and CEO in 2018 and continues to be a passionate real estate investor and personal finance junkie.

He is also the author of Set for Life, co-author of First Time Home Buyer, and podcast host of the BiggerPockets Money Podcast. He has contributed thousands of posts to the BiggerPockets forums, and hundreds of articles to the BiggerPockets blog and other media outlets. Scott graduated from Vanderbilt University with degrees in Economics and History, Corporate Strategy, and Finance.

THIS TOPIC IN A NUTSHELL:

[01:17] Scott’s career background

[02:29] His real estate journey

[03:30] Financial freedom concept and discovery of BiggerPockets platform

[05:00] Getting into First deal (House hack)

[07:43] Pathway to financial freedom for someone starting out

[11:52] Advice to someone who wants to escape the rat race

[12:40] How to build up your cash reserve

[17:05] What is a middle-class trap and how to avoid it?

[22:07] Scott’s take on Syndication and raising capital

[24:50] Creative ways to maximize your income

[27:00] Advice to his 25-year-old self

[27:52] First Entrepreneurial endeavor

[28:49] Formal and informal training that shaped his journey

[30:20] Biggest mistake and what he learned from it

[34:00] His take on buying more properties amidst inflationary times

[37:00] Using leverage on deals

[41:10] Utilizing HELOC

KEY QUOTE:

[09:42] Everyone talks about earning more money but you can’t really control that. What you can control is your savings rate, how you begin to invest, and whether you have a side hustle where you can begin to think of these great options, so I would start from there.

[10:49] Play a game you can win. I think a lot of companies have this corporate ladder. Can you stockpile enough cash from your hustle that helps you escape the rat race? Set yourself up in a game that you can win and that starts with a stable financial position, low expenses, and flexibility to pursue things that may not pay you back immediately.

[27:00] Advice to 25-year-old-self:

Self-educate relentlessly. Read as much as possible, and absorb as many frameworks as possible. That’s gonna pay early in due time.

SUMMARY OF BUSINESS:

BiggerPockets.com is the world's largest online network of real estate investors. We help ordinary Americans build wealth and achieve financial freedom through real estate investing. Some of our users have just a few properties and use real estate as a small part of their overall wealth-building plan, while others go all-in and use it as the primary tool in their portfolio. Our role is to help them increase the odds of success in their investing careers and help them build wealth faster and with less risk by giving them access to great content (and debate!) about nearly every aspect of real estate investing imaginable. Our members also have access to an incredible network of nearly one million investors and real estate professionals, along with a suite of tools we've designed to help them find, finance, and analyze potential investments.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realestateinvesting #passiveincome #propertyinvestment #passiveinvesting #realestateinvestor #selfeducate #realestateinvestment #REinvesting #financejunkie #spendless #thoughtplatform #acquisitions #financialfreedom #homebuyer #SetForLife #escapetheratrace #bestsellingauthor #househacking #valueadd #passivewealth #BiggerPockets #moneymanagement #buildyourcashreserves #broker #Denver #Colorado #accumulatecapital #assetcreation #buildyournestegg #HELOC #middleclasstrap #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH SCOTT TRENCH:

Website: https://www.biggerpockets.com/

LinkedIn: https://www.linkedin.com/in/scott-trench-53056a22/

Instagram: https://www.instagram.com/scott_trench/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

·...

64. Living the life in the tropics and passive income with Becca Hint

AJ and Chris Shepard — Wed, 06 Jul 2022 11:00:00 -0700

ABOUT BECCA HINT

Becca Hintergardt is the Owner of Hint Investments and a Multifamily Investor. She specializes in helping others craft a plan to live a passive income lifestyle through commercial real estate investing. She currently lives in Nosara, Costa Rica. Her life in the tropics is largely supported by passive income from her multifamily real estate investing. Becca’s team is under construction on their newest asset a 100-unit Quality Inn Motel in Arizona that they are converting to 65 multifamily units.

Additionally, she has invested in and overseen multiple projects, and she is an LP on several buildings totaling over 450+ units throughout Texas. Becca is inspired to help others live an authentic life of passive income freedom and location independence through real estate investing.

THIS TOPIC IN A NUTSHELL:

[01:30] Becca’s career background and life in the blue zones

[02:50] What is considered a blue zone?

[04:00] Life in Costa Rica

[05:50] How she started in Passive Investing

[06:15] 3 Buckets to Real-estate Investing

[08:22] House hacking

[10:00] A look at multifamily investing

[11:25] Moving from San Francisco to Costa Rica

[14:02] Primary residence as an investment

[15:29] Tax advantages and deductibles of investments

[17:30] How to look for passive investments

[19:51] Self-directed IRAs

[22:07] How to vet the operators and find them

[23:13] Co-GP model

[26:02] Hotel conversion project in Arizona

[28:06] Landmines of hotel conversions to multifamily

[32:00] Why choose value-add deals?

[33:42] Advice to her 25-year-old self

[34:11] First Entrepreneurial Endeavor

[35:05] Formal and informal training that shaped her journey

[36:23] Her biggest mistake and what did she learn from it

[38:04] How to reach out to Becca Hint

KEY QUOTE:

[05:20] We’re here in Costa Rica supported by 80% of passive income from RE investing. I love this business and I feel like this is the key to financial freedom and location independence, especially for those who align themselves with people who know how to do it.

[25:20] When my first passive investment went bad and things are going sideways, there was nobody to interpret my interest, so it’s nice to be in there, be somebody who has a seat at the co-GP table. I think it protects everybody that way.

[39:40] No growth happens in your comfort zone. If you’re not uncomfortable with it, you’re not growing. Just know that anybody can do this and live a life of passive income and location independence. It’s not as hard as you think.

SUMMARY OF BUSINESS:

HINT INVESTMENTShelp you discover if passive income investing is right for you and be your guide in the process. We find and vet the best multifamily deals in high-growth markets and share them with you. If you decide to invest, we walk you through the process step by step. Your work is done. Sit back on the beach sipping Mai Tai’s while we do all the heavy lifting and you collect cash flow, tax benefits, and the appreciation gains while we provide you with updates all the way through the project.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realestateinvesting #passiveincome #propertyinvestment #passiveinvesting #realestateinvestor #investments #realestateinvestment #REinvesting #syndication #acquisitions #financialfreedom #WIN #JointheWINpod #WestsideInvestorsNetwork #hotelconversion #multifamily #syndicator #multifamilyinvestor #househacking #bluezones #lifeinthetropics #generalpartner #limitedpartner #valueadd #Arizona #SanFrancisco #CostaRica #primaryresidence #locationindependence #passivewealth

CONNECT WITH BECCA HINT:

Email: becca@hintinvestments.com

Website: https://www.hintinvestments.com/

LinkedIn: https://www.linkedin.com/in/becca-hint-hintergardt-020a82204/

Instagram: https://www.instagram.com/beccahint/

Download my free e-book! 6 Steps to put your Income on Autopilot and Move Overseas

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram |

63. Property management law nuances with Devin Easterlin

AJ and Chris Shepard — Wed, 29 Jun 2022 11:00:00 -0700

ABOUT DEVIN EASTERLIN

Devin is the Principal of SJA property management. He graduated from college with a degree in Philosophy Pre-Law and Business. He attended law school, where he specialized in real estate transactional law. Devin practiced as a real estate attorney before co-founding SJA Property Management. He maintains a real estate broker's license and has worked in the property management industry for over 15 years. He is an active real estate investor focusing on single-family and small multifamily buildings. He currently lives in Woodinville Washington with his wife and two children.

THIS TOPIC IN A NUTSHELL:

[01:20] Devin’s career background

[02:50] Noticeable differences with Washington laws

[04:30] Statewide laws

[05:24] Comparison with rent control laws in OR

[07:20] Rental increases and the effect of inflation

[11:05] Housing supply and property management in Washington

[13:12] Eviction protection in WA

[15:08] Move-in costs and charges

[16:27] Rental agreement updates

[18:22] RUBS implementation

[21:35] Lease terms and agreements

[24:01] Acquisition and inheriting tenants

[26:50] Why cap rate is low in Washington?

[29:26] Sales comparison and Income approach

[33:27] Rent increase cap

[35:19] Partnering up with organizations

[37:45] Market trends and their effect on tenants

[38:50] Benefits of renting a home

[40:00] Rental assistance

[42:56] Dealing with eviction

[44:43] Advice to his 25-year-old self

[46:06] First entrepreneurial endeavor

[47:15] Formal and informal training that shaped his journey

[48:08] Biggest mistake and what did he learn from it?

[49:12] How to reach out to Devin Easterlin

KEYWORD:

Consumer price index (CPI) - Broadly speaking, the CPI measures the price of consumer goods and how they're trending. It's a tool for measuring how the economy as a whole is faring when it comes to inflation or deflation.

KEY QUOTE:

[35:12] It’s important to partner with a property management company to help you or join an organization that helps landlords. They have forums, you can ask questions with an attorney, and they have forms that they keep up to date. As a landlord, you have a lot of things to do and you need to keep up with compliance. The repercussions, if you do it incorrectly, will greatly impact your investment.

[45:14] My advice to my 25-year-old self from a business standpoint is to commit to an area of business and become an expert. Don’t worry that it might not be your passion at this moment, you’ll find things that will spark your interest later on as you become an expert in the business.

SUMMARY OF BUSINESS:

Established in 2009, Sterling Johnston Real Estate has been recognized as the fastest-growing privately held real estate firm in the state of Washington, averaging annual growth of 108%. Our three founders, along with our team of over 100+ professional real estate brokers and staff, value professionalism, service, and integrity. Attorney-owned and operated, our firm acts as an unwavering advocate for our client’s needs and interests. We are industry leaders in the adoption of technology, allowing us to maximize the level of service we provide our clients. We pride ourselves on providing our clients tireless, individualized attention.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realestateinvesting #passiveincome #passivewealth #propertyinvestment #investing #realestateinvestor #investments #realestateinvestment

#REinvesting #syndication #acquisitions #brokerrelationships #propertymanagement #brokerage

#financialfreedom #assetundermanagement #consumerpriceindex #inflation #multifamily

#evictionlaws #statewidelaws #supplyanddemand #housingsupply #Washington #Seattle

#inheritingtenants #markettrends #leaseterms #WIN #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH DEVIN EASTERLIN:

Email: devin@sjapm.com

Website: https://www.sterlingjohnstonre.com/, https://propertymanagersseattle.com/

LinkedIn: https://www.linkedin.com/in/devin-easterlin-13760515/

Instagram: https://www.instagram.com/sterlingjohnstonre/

Facebook: https://www.facebook.com/sterlingjohnstonre

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.u...

62. Never too young to be a multifamily investor with Alex Mandaro

AJ and Chris Shepard — Wed, 22 Jun 2022 11:00:00 -0700

ABOUT ALEX MANDARO

Alex is the founder and managing principal of Rubicon Properties, a private real estate investment firm based in South Florida. He is one of the newest mentoring students of the Michael Blank Deal Maker Incubator program, and at just 18 years old, he is one of the youngest ever to start his real estate investing journey, with multifamily syndication in his future. His "why" is to lead others to financial freedom so they can make a positive impact on the world. His accounting and management experience gives him a boost in his investing business.

THIS TOPIC IN A NUTSHELL:

[01:15] Alex’s background and how he started in real estate

[02:18] Why choose Syndication investing?

[04:00] How is he looking for deals?

[06:29] His long-term goals

[09:05] Partnership goals and fee structure

[13:55] Investing timeline and steps taken

[14:36] How many deals and what market he is looking at

[17:01] Developing relationships with brokers

[18:00] Keeping track of market trends

[18:33] What makes a good property manager and how to identify them?

[21:03] Book or mentor that inspires him

[22:33] Advice to his future 25-year-old self

[23:35] First entrepreneurial endeavor

[24:27] Formal and informal training that shaped his journey

[25:16] Biggest mistake and what did he learn from it?

[26:25] How to reach out to Alex Mandaro

KEY QUOTE:

[05:18] ”Where I fall short, I can turn it over to my partners and mentors and I can say that my mentors are working over a thousand units and we’re working together as a team. The other half is really knowing what you are talking about. “

[13:05] “I understand that where I came from is really rare and because I am so young, I have plenty of time to take risks now while the consequences are lower. “

[25:16] “My biggest mistake is trying to be the do-it-all guy specifically in Syndication. The idea is that if I do all the roles and just everything from start to finish is that I get to keep all the equity, but that not’s really sustainable, especially starting out. The best benefit you get from a partnership is you have someone to split the load with, then both of you can focus on what you’re good at. “

SUMMARY OF BUSINESS:

RUBICON PROPERTIES is a private real estate investment firm based in South Florida. Our main goals are to create a safe community that residents are proud to live in while providing stable returns and tax deductions for investors. We do our best work when we are in alignment with our mission and our core principles.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #passiveincome #propertyinvestment #investing #realestateinvestor #investments #realestateinvestment #REinvesting #syndication #realestatesyndication #multifamilyinvesting #apartmentinvesting #acquisitions #syndicator #brokerrelationships #propertymanagement #financialfreedom #assetundermanagement #WIN #JointheWINpod #WestsideInvestorsNetwork #newepisodealert

CONNECT WITH ALEX MANDARO:

Email: hello@rubiconproperties.com

Website: https://www.rubiconproperties.com/

LinkedIn: https://www.linkedin.com/in/mandaroalex/

Instagram: https://www.instagram.com/mandaroalex/

Facebook: @InvestWithRubicon @mandaroalex

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

61. Level up your portfolio with Todd Locker

AJ and Chris Shepard — Wed, 15 Jun 2022 11:00:00 -0700

ABOUT TODD LOCKER

Todd Locker is a Multifamily Investment Broker at Washington First Properties. Todd's extensive real estate skill-set encompasses a multitude of disciplines including, investment sales, asset management, development, valuation, and investment consulting. Todd has successfully managed over ten thousand apartment homes located in Washington, Idaho, and Oregon. He is currently a licensed real estate broker in both Washington and Oregon.

THIS TOPIC IN A NUTSHELL:

[01:19] Todd's career background

[02:43] Buying a triplex with family as a first investment

[04:00] Buying the next multifamily units

[06:02] Three powers that you need to buy real estate

[09:32] How to handle projected rents/proforma?

[12:47] Going sabbatical

[13:56] Challenges in property management

[17:05] Refinancing the properties bought

[22:17] Venture into condos with land

[24:16] Repeating the same business model

[27:16] Funding reserves and HOA

[28:40] RUBS implementation

[31:20] Housing loans and tax credits

[32:34] Turnkey investing

[35:00] Advice to his 25-year-old self

[37:08] First entrepreneurial endeavor

[38:19] Formal and informal training that shaped his journey

[41:22] Biggest mistake and what did he learn from it

[47:50] How to reach out to Todd Locker

KEY QUOTE:

[35:05] Advice to his 25-year-old self:

“I would be more aggressive about buying my own portfolio, I would probably start buying and selling more stuff sooner to build up more. Instead of worrying about people’s stuff, it’s better to work for yourself and just start now. “

[36:12] “I tell my manager that whatever you do with your duplex, triplex, or your house it’s the same stuff, we use the same vendors and maintenance guys, you know the work that needs to be done. The principles are all there and you understand it, so just do it. “

SUMMARY OF BUSINESS:

Oregon First, Realtors was established in 1994, adding Washington First Properties in 2006. We're a homegrown, independent Pacific NW
brokerage with around 250 agents.

We've earned our strong reputation by concentrating on what’s
really important, both to our brokers and their clients. Our business, like the
business of real estate itself, is about long-term gains earned through hard
work, professionalism, and careful attention to our fiduciary duty to our
clients.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #passiveincome #propertyinvestment #investing #realestateinvestor #investor #investments #realestateinvestment #REinvesting #beyourownboss #entrepreneurlife #brokerages #triplex #rentalportfolio #buyingpower #condos #land #development #refinancing #multifamily #turnkeys #turnkeyinvesting #propertymanagement #taxcredits #housingloans #sabbatical #businessmodel

CONNECT WITH TODD LOCKER:

Phone: 503-750-1812

Email: todd.locker@yahoo.com

Website: https://www.oregonfirst.com/

LinkedIn: https://www.linkedin.com/in/todd-o-locker-ccim-cpm%C2%AE-484b3015/

Facebook: https://www.facebook.com/todd.locker1

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

60. Deal deep dive: Stonleigh 156-unit deal: From ugly duckling to a swan with David McIlwaine

AJ and Chris Shepard — Wed, 08 Jun 2022 11:00:00 -0700

ABOUT DAVID MCILWAINE

David McIlwaine is the Founding Partner of MAC Assets and Colorado Realty Experts. David graduated from the University of Kansas with a BS in Journalism/ Advertising. His real estate experience is vast--spanning over 20 years. Experience, knowledge, and understanding have been gained firsthand by either currently owning or having owned multifamily units, commercial retail development, single-family, vacation rental properties, second homes, and custom builds. His portfolio currently includes property in the southeast and Midwest. At present, he is a General Partner or investor in over 1,000 doors. His passions include being a parent, road cyclist, outdoors enthusiast, and learning.

THIS TOPIC IN A NUTSHELL:

[01:00] Details of the 156-unit deal and how they found it

[02:25] Due diligence and important piece of info on the deal

[03:56] Improvement plans for the asset

[04:45] Exterior and interior improvements done

[06:20] Water conservation program

[08:30] The timeline and process of closing the deal

[09:29] Negotiation and type of loan used

[13:25] Holding period and refinancing options

[15:04] Deciding based on the market trend

[16:30] Option of 1031 exchange deal

[17:34] How to reach out to David

KEYWORDS:

LTV - The loan-to-value (LTV) ratio is a measure comparing the amount of your mortgage with the appraised value of the property. The higher your down payment, the lower your LTV ratio.

IRR - The internal rate of return (IRR) is a metric used in financial analysis to estimate the profitability of potential investments.

CapEx - Capital expenditures are spendings used by real estate companies to invest, purchase, renovate, and maintain physical assets such as properties, technology, or equipment. Companies often use CapEx to embark on new projects or investments.

Bridge loan - A bridge loan is a short-term loan used until a person or company secures permanent financing or pays an existing obligation. It allows the borrower to meet current obligations by providing immediate cash flow. Bridge loans have relatively high-interest rates and are usually backed by some form of collateral, such as real estate or the inventory of a business.

KEY QUOTE:

[14:58] I think that the marketplace will dictate our decision-making. As an asset management team, we will make those decisions based on what the marketplace does. Our worst-case scenario is holding it for 5 years and hitting our returns. Our best-case scenario is maybe we’ll hit on IRR for 30 on 3 years instead.

[17:02] I think this deal is a great illustration that not every duck is ugly. People thought it was an ugly duckling, and I sat back and found a piece of internal information that made it a very sexy bird.

SUMMARY OF BUSINESS:

MAC Assets was born in 2019 to help solve the disparity of wealth creation in the US. Most private placement equity in Real Estate has been limited to the highly wealthy and the connected. We see an opportunity to help others create passive income plus generational wealth by facilitating opportunities to invest in strategic multifamily assets.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #passiveincome #realestateinvestor #investor #investments #realestateinvestment #REinvesting #motivation #mindset #multifamily #cashflow #rentalproperty #investing101 #financialfreedom #apartmentinvesting #passivewealth #valueadd #investingtips #vendor #propertymanagement #bridgeloan #refinancing #loantovalue #CapEx #renovations #duediligence #uglyduckling #1031exchange #holdingperiod #refinance #negotiation #exteriorimprovement #interior

CONNECT WITH DAVID MCILWAINE

Website: https://macassets.com/

LinkedIn: https://www.linkedin.com/in/david-mcilwaine/

Facebook: https://www.facebook.com/david.mcilwaine

Instagram: https://www.instagram.com/macassetsco/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/...

59. The Fundamentals of Asset Management with David McIlwaine

AJ and Chris Shepard — Wed, 01 Jun 2022 11:00:00 -0700

ABOUT DAVID MCILWAINE

THIS TOPIC IN A NUTSHELL:

[01:30] David’s career background

[02:30] Transition from advertising to real estate

[05:29] Scaling up and hiring a 3rd party property management

[08:57] The Process of managing the property

[10:22] Identifying the holes in the acquisition

[11:18] Creating a budget plan and battle plan

[14:47] What are the low-hanging fruit that can be resolved?

[17:34] Buying other markets and budget valuations

[20:54] Finding a turnkey solution

[23:03] Building vendor relationships

[28:51] Fiduciary mindset

[31:50] Key performance indicators

[32:20] Implementing system automation

[35:33] How to structure the team

[40:12] Advice to his 25-year-old self

[40:60] First Entrepreneurial Endeavor

Formal and Informal training that shaped his journey

[44:12] Biggest mistake and what he learned from it

[47:00] How to reach out to David

KEY QUOTE:

[27:46] Had I not used that third-party vendor to help me build those budgets and to have a good business plan from the get-go, I would have ended up with that deal and my investors would have received mediocre investment returns.

[28:46] I don’t have a fiduciary duty as an asset manager in the State of Colorado. However, as a broker I do, and I think it’s crucial that we operate from that mentality that says, If my name is on it, I have to make sure that I’ll fulfill the promises that I’ve made with my investors. It’s my job that the project is over the finish line.

[39:20] If you can create the right culture, the problem-solving issues go away, and you create training and a pipeline for growth. If you can get to vertical integration, you have greater control over budget, and decision making and you’ll have a more uniform approach to problem-solving.

SUMMARY OF BUSINESS:

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #realestateinvestor #investor #investments #properties #realestateinvestment #business #REinvesting #motivation #mindset #multifamily #cashflow #rentalproperty #investing101 #financialfreedom #apartmentinvesting #passivewealth #valueadd #investingtips #vendor #thirdpartyvendor #propertymanagement #turnkey #turnkeysolution #budget #budgetvaluations #budgetplan #battleplan #vendorrelationships #referrabased #business #systemautomation #kpi #keyperformanceindicators #fiduciary #fiduciarymindset

CONNECT WITH DAVID MCILWAINE

Website: https://macassets.com/

LinkedIn: https://www.linkedin.com/in/david-mcilwaine/

Facebook: https://www.facebook.com/david.mcilwaine

Instagram: https://www.instagram.com/macassetsco/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork &...

58. Deal deep-dive: Divide-and-conquer strategy on a 90-unit deal with John Dessauer

AJ and Chris Shepard — Wed, 25 May 2022 11:00:00 -0700

ABOUT JOHN DESSAUER

John Dessauer is the Chief Creative Officer of The Dessauer Group and also runs a property management, lending, and marketing company. John has a Bachelor’s Degree in Biology and Business Administration from St. Ambrose University. He is a published author of a few books on real estate and business and is a sought-out speaker around the world regarding real estate, business, and entrepreneurship. John and Heather live right outside of Chicago on a 900-acre lake with their three children.

THIS TOPIC IN A NUTSHELL:

[01:45] 90-unit deal in Lafayette, Indiana

[02:15] How he found the deal

[03:40] Divide-and-conquer strategy

[04:30] Sales comparison approach

[06:54] Underwriting the deal

[07:20] Planning and understanding the Exit strategy

[09:18] Negotiation with the bank and 80-10-10 strategy

[10:45] Importance of good debt service ratio

[12:50] Educating the people that are involved in closing the deal

[14:51] How to reach out to John Dessauer

KEY QUOTE:

[06:19] I am using the bank’s rules that are put forth on what dictates 5-units and over (income capitalization approach) and 4-units and under, valuation systems approach that are tied to each one of those.

[07:01] When I’m underwriting a property, I always want to make sure that I have safety nets. Just like a fireman who goes into a burning building, they want to have at least two ways out. I looked at my real estate investments the same way.

SUMMARY OF BUSINESS:

John Dessauer has owned many companies in various industries, including Environmental Services, Hospitality Services, Auto Services, Marketing, Education, and Real Estate. Regarding real estate, John has transacted hundreds of deals in real estate in different sectors such as apartments, office buildings, retail, single-family homes, and condominiums all within his personal portfolio.

Anton Agency has managed and brokered over 2MM of rental and retail square feet, which translates into over $150MM in property values. As a Managing Broker in Illinois, Indiana, and Florida he has the experience, knowledge, and creativity to not only help you buy, sell and create a deal in real estate, but his team can finance it as well.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #realestateinvestor #investor #investments #properties #realestateinvestment #business #REinvesting #beyourownboss #motivation #mindset #success #entrepreneur #multifamily #realestategoals #cashflow #rentalproperty #investing101 #financialfreedom #author #coach #speaker #apartmentinvesting #passivewealth #incomeapproach #valueadd #investingtips #localcommunity #debserviceratio #divideandconquerstrategy #exitstrategy

#salescomparisonapproach #duplex #underwriting #negotiation #dealdeepdive #Indiana #Lafayette

CONNECT WITH JOHN DESSAUER

Website: https://www.thedessauergroup.com/

LinkedIn: https://www.linkedin.com/in/john-dessauer-6557164a/

Facebook: https://www.facebook.com/realwiserealestate

Instagram: https://www.instagram.com/dessauerjohn/

YouTube: https://www.youtube.com/channel/UC_QOSMdGy37WKEv87S97egg

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

57. 3 Tips to find a winning deal with John Dessauer

AJ and Chris Shepard — Wed, 18 May 2022 11:00:00 -0700

ABOUT JOHN DESSAUER

THIS TOPIC IN A NUTSHELL:

[01:31] John’s career background

[02:06] What propelled him to real estate

[03:40] Leaving the corporate world to build other businesses

[06:40] First mistake on being over-leveraged in investment

[08:11] His best practices as an investor

[11:46] Tips on how to find a winning deal

[13:20] Deals that are run by mom-and-pop operations

[14:25] Tenant-based approach that can withstand the storm

[14:40] Adding value through taxes and insurance

[17:15] Finding leads with for rent signs

[19:17] Closing the 10-unit deal

[20:57] Factors to consider when looking at deals

[25:20] Success ratio before getting that first deal

[25:42] Understanding a good local market

[27:43] Best way to converse with the owner/seller

[31:04] Advice to his 25-year-old self

[31:59] His first entrepreneurial endeavor

[33:38] His formal and informal training that shaped his journey

[35:54] Biggest mistake and what he learned from it

[39:01] Best way to reach out to John Dessauer

KEY QUOTE:

[06:32] Just because you can buy things with no money down, doesn’t mean that you should. I have learned the importance of not being over-leveraged, and it’s one of the first lessons that I learned.

[22:59] One way to look for smaller deals is that you should be proactive and call those for rent signs. Don’t be afraid to call these folks because you’ll never know what type of financial challenges they are facing and why somebody would possibly want to sell.

[38:21] History doesn’t exactly repeat itself, but it rhymes. You can lose on a 48-unit building, you can lose in a market like Austin and Texas, even though it’s 2022, and we think everything is going to be great. Just be aware that it’s the market that dictates your success or failures and the actions you take within those market changes.

SUMMARY OF BUSINESS:

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #realestateinvestor #investor #investments #properties #realestateinvestment #business #REinvesting #beyourownboss #motivation #mindset #success #entrepreneur #multifamily #realestategoals #cashflow #rentalproperty #investing101 #financialfreedom #brokerage #propertymanagement #marketing #lendingcompany #author #coach #speaker #apartmentinvesting #winningdeal #passiveincome #passivewealth #momandpopoperators #incomeapproach #forrentsigns #forsalebyowner #FSBO #overleveraged #valueadd #owner #seller #localmarket #smallerdeals #passiveincome #equity #investingtips #localcommunity

CONNECT WITH JOHN DESSAUER

Website: https://www.thedessauergroup.com/

LinkedIn: https://www.linkedin.com/in/john-dessauer-6557164a/

Facebook: https://www.facebook.com/realwiserealestate

Instagram: https://www.instagram.com/dessauerjohn/

YouTube: https://www.youtube.com/channel/UC_QOSMdGy37WKEv87S97egg

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram |

56. Deal deep-dive: Why did we turn down a 272-unit deal? with Justin Brennan

AJ and Chris Shepard — Wed, 11 May 2022 11:00:00 -0700

ABOUT JUSTIN BRENNAN

Justin Brennan is a third-generation multifamily investor and CEO of The Brennan Pohle Group. He is also a licensed general contractor, licensed real estate broker, and owns a property management company. With his finance degree from Pepperdine University and a dual master’s degree from The University of San Diego's MBA/Burnham-Moore's School of Real Estate, Justin brings a diverse background and experience. What excites Justin most is spending time with family and kiddos traveling, kiteboarding, and experiencing the world.

THIS TOPIC IN A NUTSHELL:

[01:40] Underwriting a 272-unit deal

[02:29] What is Effective gross income (EGI)

[02:58] How they came across with this deal

[03:40] Value-add play

[04:13] How to underwrite the deal

[05:48] Loan to consider for this deal size

[06:56] What they’re ultimately looking for in a deal

[08:30] Issue with the unit mix

[09:04] Why two-bedroom unit mix is a more desirable investment

[11:20] Supply and demand for a 2-bedroom unit mix

[12:24] Giving offers lower than the purchase price

[13:08] Expense ratio

[14:00] Property taxes and insurance

[15:40] How to reach out to Justin

KEY QUOTE:

[07:50] The real issue that came down with this particular property is the unit mix. It’s because 202 out of 272 units are one-bedroom and that’s fine on the surface, but I want it at least 50-50, ideally, I want more 2-bedroom than one. I knew that I can get more pop on a 2 and 3-bedroom unit from a rent and valuation standpoint than I can with the one-bedroom.

SUMMARY OF BUSINESS:

The Brennan Pohle Group is a San Diego CA & Austin TX-based private real estate firm focused on offering investment partners, accredited, family funds, and institutional firms access to multifamily real-estate opportunities with 15%+ projected annual returns*. With over 11 years of corporate experience in land acquisition, multi-unit development, and value-add apartment rehabilitation & management, The Brennan Pohle Group actively manages end-to-end operations of $10M+ assets at any given time. Through this end-to-end asset management approach, The Brennan Pohle Group has met or exceeded investor expected returns since inception.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #passiveincome #investing #realestateinvestor #investor #investments #properties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #motivation #mindset #success #entrepreneur #commercialrealestate #multifamily #CRE #CREinvesting #realestategoals #cashflow #rentalproperty #investing101 #financialfreedom #incomeapproach #partnership #syndication #generalpartner #limitedpartner #construction #brokerage #syndicator #valueadd #acquisition #apartmentbuildings #apartmentrehab #development #sandiego #california

CONNECT WITH JUSTIN BRENNAN:

Website: https://www.justincbrennan.com/

LinkedIn: https://www.linkedin.com/in/justinbrennan/

Facebook: https://www.facebook.com/brennanpohle

Instagram: @justin_c_brennan

YouTube: @JustinBrennan

To watch the full video on Youtube:
https://youtu.be/1GsH56NqWdg

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

55. Breaking in and thriving on new markets with Justin Brennan

AJ and Chris Shepard — Wed, 04 May 2022 11:00:00 -0700

ABOUT JUSTIN BRENNAN

THIS TOPIC IN A NUTSHELL:

[01:30] Justin Brennan’s career background

[02:47] 2008 crisis experience

[04:18] Learning partnerships in Real estate

[05:19] Partnership with Pohle group and how it started

[06:42] Getting started with out of state investing

[10:50] Transitioning from comparison approach to income approach

[11:54] Why do bigger deals?

[16:00] Finding those credit partners

[19:00] Partners that bring in a different perspective

[20:52] Identifying new markets

[22:07] What we look for in a new target market

[26:16] Types of loans they avail

[29:01] Should you hold the property longer or sell it?

[32:08] What can syndicators do to be compensated adequately?

[33:08] Buy three, sell one strategy

[34:02] Meeting potential partners to scale up

[37:30] Advice to his 25-year-old self

[38:51] First Entrepreneurial endeavor

[40:30] Formal and informal training that shaped his journey

[41:55] Biggest mistake and what he learned from it

[43:00] Managing the fixed costs of your investments

[45:45] How to reach out to Justin

[46:20] His new podcast and the abundance to give mindset

KEY QUOTES:

[33:00] We always try to buy three, sell one. You're always accumulating assets, but then you're disposing and getting some liquidity and having capital at the same time.

[37:35] Don't undercut your ability. Absolutely dream big. Think big. Don't live through the opinion of others. A lot of people will say you can't do it and usually, those are people close to you. It can be family and friends. They think they want to protect you, but they're just holding you back from greatness.

[42:04] My biggest mistake is not fully understanding that during the acquisition there are fixed costs regardless of the size of the asset. Also, make sure that you are prepared to manage the managers.

SUMMARY OF BUSINESS:

ABOUT THE WESTSIDE INVESTORS NETWORK

CONNECT WITH JUSTIN BRENNAN:

Website: https://www.justincbrennan.com/

LinkedIn: https://www.linkedin.com/in/justinbrennan/

Facebook: https://www.facebook.com/brennanpohle

Instagram: @justin_c_brennan

YouTube: @JustinBrennan

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn |

54. Deal deep-dive: Mobile home parks with Paul Moore

AJ and Chris Shepard — Wed, 27 Apr 2022 11:00:00 -0700

ABOUT PAUL MOORE:

Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm. He founded multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits.

He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to BiggerPockets, producing live video and blog content. He is also a co-host of a wealth-building podcast called How to Lose Money and a three-time real estate author.

THIS TOPIC IN A NUTSHELL:

[02:11] Why does Paul love mobile home parks

[03:37] Intrinsic value of self-storage

[04:33] How they found the deal

[08:34] How to partner with Tenants/owners

[09:25] Managing utility bills

[09:50] Reducing overall expenses

[10:45] Value add formula done to the property

[15:53] Leasing out mobile homes

[17:51] Tax benefits of mobile home parks

[20:04] Best way to reach out to Paul Moore

KEY QUOTE:

“Mobile home parks had been tied with the best investment I have ever made. I mean you if lease mobile homes out, you'll gonna likely be so sorry but if you leased out dirt which is the mobile home park to the tenants, it's a very high potential profit.”

SUMMARY OF BUSINESS:

Wellings Capital is a real estate private equity firm that manages a number of investment funds. We work with accredited investors and provide diversification across self-storage and mobile home park assets. Wellings Capital designates a portion of its profits to thwart human trafficking and rescue its victims.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #realty #passiveincome #investing #realestateinvestor #investor #investments #properties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #motivation #mindset #success #entrepreneur #commercialrealestate #multifamily #realestategoals #cashflow #rentalproperty #investing101 #financialfreedom #passivewealth #author #passiveopportunity #mobiehomepark #mobilehomes #selfstorage #selfstoragefacility

CONNECT WITH PAUL MOORE:

Email: paul@wellingscapital.com

Website: https://www.wellingscapital.com/

LinkedIn: https://www.linkedin.com/in/paul-moore-3255924/

BiggerPockets: https://www.biggerpockets.com/users/paultmoore

Twitter: @PaulMooreInvest

Instagram: @paulmooreinvest

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

53. What you need to know about Delaware Statutory Trust (DST) with Paul Moore

AJ and Chris Shepard — Wed, 20 Apr 2022 11:00:00 -0700

ABOUT PAUL MOORE:

THIS TOPIC IN A NUTSHELL:

[01:36] Paul’s career background
[03:07] What inspired him to write a book?
[04:50] How did DST emerge and why?
[06:12] Advantages of DST
[9:00] What is Tenant in common? (TIC)
[10:21] How is DST different from TIC
[12:18] Why value-add is not suitable with the DST asset type?
[13:46] DST compared to Syndication
[15:39] Multifamily for DST
[16:50] Creating the process of DST
[18:31] Downsides for the operator
[20:43] What happens at the end of DST?
[24:05] How can you find DST deals and people who are doing it?
[25:18] SEC rules regarding advertising
[30:35] Which goes first, the deal or the structure?
[31:28] Differences in requirements for debt on DSTs
[34:54] Biggest benefits and drawbacks of DSTs
[38:25] Advice to his 25-year-old self
[40:07] Why jump into commercial real estate?
[41:03] First entrepreneurial endeavor
[43:04] Formal and informal training that shaped his journey
[44:43] Biggest mistake and what he learned from it
[47:15] Best way to reach out to Paul

KEY QUOTES:

[08:20] We found out that it is a place where it can receive 1031 funds but is actually managed by a professional. It’s basically a way to get mailbox money but keep your 1031 going. So, that’s a DST and that’s why they exist.

[35:01] The biggest benefit of DST

The biggest benefit for investors is keeping their 1031 ball and running, keeping that capital gain, and hopefully a swap till you drop. Also, having a passive investment opportunity, investors get 100% appreciation and don’t have to take on debt. It’s really for people who want stable predictable returns.

[38:46] Speculating vs. Investing

When you’re investing your principal is generally safe and you’ve got a chance to make a return, speculating is when your principal is not at all safe and you’ve got a chance to make a return. The first Nobel prize winner of economics from the US said that “if you want to have fun investing, you’re probably not investing, you’re probably gambling. “

[40:07] Residential is great but Commercial real estate is much more scalable. Tax benefits are unbelievably amazing as a Syndicator or as a Fund manager and the opportunity to scale is so much better. Most of the Forbes wealthiest people in America are investing in Commercial real estate. There must be a reason why.

SUMMARY OF BUSINESS:

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #realestateinvesting #realty #passiveincome #investing #realestateinvestor #investor #investments #properties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #motivation #mindset #success #entrepreneur #commercialrealestate #multifamily #CRE #CREinvesting #realestategoals #cashflow #rentalproperty #investing101 #financialfreedom #passivewealth #author #DST #delawarestatutorytrust #1031exchange #swapanddrop #syndication #tenantincommon #brokerdealers #owneroperator #prosandcons #passiveopportunity

CONNECT WITH PAUL MOORE:

Email: paul@wellingscapital.com

Website: https://www.wellingscapital.com/

LinkedIn: https://www.linkedin.com/in/paul-moore-3255924/

BiggerPockets: https://www.biggerpockets.com/users/paultmoore

Twitter: @PaulMooreInvest

Instagram: @paulmooreinvest

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn |

52. Best practices for repeat business with Ben Murphy

AJ and Chris Shepard — Wed, 16 Feb 2022 11:00:00 -0800

ABOUT BEN MURPHY

Ben Murphy is a Portland native, graduating from Tigard High School in 2007. He then attended Willamette University in Salem, Oregon, receiving his Bachelor of Arts in Economics in 2011. After college, Ben worked for Colliers International Valuation & Advisory Services (CIVAS), focusing on multi-family appraisal. Ben is responsible for the day-to-day operations at Tilbury Ferguson IRE including client prospecting, marketing, website design, and underwriting/valuation.

In his free time, Ben enjoys playing lacrosse, skiing Mt. Hood, and is a travel enthusiast. His passions extend beyond commercial real estate; he is an avid supporter of The Nature Conservancy and Greenpeace USA. Ben is also a member of the Multifamily Northwest Government Affairs Committee and has over 10 years of experience in the commercial real estate world.

THIS TOPIC IN A NUTSHELL:

[01:33] Ben’s career background

[02:06] Starting in brokerage and partnership

[04:55] Investing in small multifamily

[06:32] Keys to success in developing relationships with brokers and clients

[08:19] Daily activities that gave Ben the best return of his time

[09:39] Establishing a call list

[10:41] Dealing with rejections on cold calling

[11:32] Mentorship and learnings in the brokerage business

[14:48] How to get the people to talk

[17:00] Partnership with Liz Tilbury

[18:44] How he started with his own real estate portfolio

[20:21] How to find off-market deals

[21:09] Using direct mail with a personal touch

[24:21] Insights of building a relationship with brokers

[25:23] Advantages of having a track record as a buyer

[28:41] Advice to someone who doesn’t have a solid track record in real estate

[30:00] Advice to his 25-year-old self

[31:23] First Entrepreneurial Endeavor

[32:23] Formal and Informal training that shaped his journey

[33:15] Biggest mistake and what he learned from it

[34:33] How to reach out to Ben Murphy

KEY QUOTES:

[07:45] To get a repeat seller to come back to you, I found that if you just act with integrity and honor and put the money and fee aside, people appreciate that.

[10:23] Commercial brokers are not for the faint of heart, and I think most people know that. It’s about hitting the phones early on and it’s what helped me the most.

[14:48] There are various ways to get the owner to open up. Sometimes, you get them talking and it isn’t going towards a sale at all, but they will come back to you after 3 months and out of the blue they’ll ask for a broker’s price opinion.

[24:28] The biggest thing you can do as a buyer who wants to compete and be taken seriously by other multifamily brokers is close the deal. At the end of the day, it’s just the track record. If you just keep closing the deals you’re committing to you’ll be on that kind of A-list to most brokers, you’re gonna earn that repeat business.

SUMMARY OF BUSINESS:

Ben Murphy, Multi-Family Broker, Tilbury Ferguson Investment Real Estate, Partner

Ben Murphy has closed nearly 50 apartment transactions totaling over $350,000,000 in value. He specializes in middle-market multifamily investment sales, typically priced at $3,000,000 - $10,000,000 of value. Ben is also actively expanding his rental portfolio with the acquisition of small plexes and apartment buildings throughout the Portland MSA as well as secondary markets in Oregon / SW Washington.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

#realestate #investment #realestateinvesting #realty #passiveincome #investing #realestateinvestor #investor #investments #properties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #success #entrepreneur #motivation #success #mindset #inspiration #commercialrealestate #multifamily #CRE #CREinvesting #realestategoals #cashflow #rentalproperty #businesstips #money #buildanempire #partnership #passiveincome #financialfreedom #passivewealth #brokerage #brokers #appraiser #coldcalling #coldcaller #repeatbusiness #trackrecord

CONNECT WITH BEN MURPHY:

Email: ben@tfn-ire.com

Website: https://www.tfn-ire.com/

LinkedIn: https://www.linkedin.com/in/benjamin-murphy-35968935/

Facebook: @Tilbury-Ferguson-Investment-Real-Estate

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties&nbs...

51. How to adapt to the new world of work with Keith Ferrazzi

AJ and Chris Shepard — Wed, 09 Feb 2022 11:00:00 -0800

ABOUT KEITH FERRAZZI:

Keith Ferrazzi is an entrepreneur, philanthropist, and renowned global thought leader in the future of work and leadership. As Founder and Chairman of Ferrazzi Greenlight and its research institute Go Forward to Work, he works with some of the world's most prominent organizations to maximize team performance and achieve extraordinary outcomes. Formerly, he was the CMO of Deloitte and Starwood Hotels.

Keith is a #1 New York Times best-selling author of Who’s Got Your Back, Never Eat Alone, and Leading Without Authority. His 20-year history of coaching c-suite executive teams has made him an agent of transformation and among the world’s greatest and most sought-after coaches.

THIS TOPIC IN A NUTSHELL:

[02:35] Basic principle of the book “Never eat alone” and “Leading without Authority.”

[03:44] About the new book – “Competing in the new world of work”

[04:50] Synchronous collaboration in the new world of work

[06:10] Effective collaboration with the team

[06:55] What drives collaboration

[09:14] Leading without authority

[11:10] Adapting to the new ways of the post-pandemic world

[12:33] Access for the free video series of the book: Competing in the new world of work

[14:50] Bulletproofing: Idea of using breakout rooms

[16:15] What characteristics do you see for those people to step up as a leader?

[17:37] What would you do as a leader to encourage teams to step up?

[19:25] Individuals who will thrive in the new world of work

[20:50] Professional personal check in to create empathy among others

[22:01] Rebooting assumptions of old myths of working

[24:40] New habits of working differently

[26:55 Attributes to successfully collaborate with the team

[27:39] What is leadership?

[28:17] Social contract assumptions

[30:12] Advice to his 25-year-old self

[30:28] His First Entrepreneurial Endeavor

[31:02] Formal and Informal Training that shaped his journey

[32:37] His biggest mistake and what he learned from it

[33:54] Keith’s take on partnership in business and life

KEY QUOTES:

[03:48] The biggest lesson that we didn’t learn during the pandemic is that we took old ways of working, old ways of meeting and we just moved them over into this new technology. We never reinvented our assumptions about work, about meeting in the new world of work. We just put old ways of working into a new tool and that was a real miss.

[09:28] During the pandemic if somebody had a powerful idea that would solve a problem, nobody worried about where it came from. Whoever had the solution to the problem had the authority to fix it, and we need to keep that alive in our organization.

[27:35] Leadership is not about you leading individuals. It’s about you getting a team of individuals to effectively work as the best co-elevating team possible.

Summary of Business:

Ferrazzi Greenlight is a global consulting and coaching firm based in Los Angeles. We unleash unexpected growth and enable Radical Adaptability within Fortune 500, Middle Market, and fast-growth Unicorns. We have experience across all industries, and we specialize in creating shareholder value by leveraging teams as the engine for change and transformative growth.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestate #investment #realestateinvesting #realty #passiveincome #buildingateam #investing #realestateinvestor #investor #investments #properties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realestate #entrepreneur #motivation #success #mindset #inspiration #author #writers #books #writer #bookstagram #writing #writingcommunity #bestsellingauthor #authorlife #reading #booklover #bookworm #write #authorslife #collaboration #reinvention #co-elevate #newworldofwork #postpandemic #interdependency #leadership #coelevatingteam #oldmyths #leadingwithoutauthority #collaborate #co-elevating #breakoutrooms #bhfyp

CONNECT WITH KEITH:

Email: Keith@ferrazzigreenlight.com

For marketing-related concerns:

mike@xyzmarketing.agency, jmechoso@ferrazzigreenlight.com

Website: https://www.keithferrazzi.com/, https://www.ferrazzigreenlight.com/

Get free access of the video course if you buy the book

(Competing in the New world of work) here:

http://www.radicallyadapt.com/

LinkedIn: https://www.linkedin.com/in/keithferrazzi/

Facebook: https://www.facebook.com/keithferrazzi

Instagram: https://www.instagram.com/keithferrazzi/

Twitter: https://twitter.com/ferrazzi

YouTube: https://www.youtube.com/user/keithferrazzi/featured

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https...

50. Achieving Greatness with Terry Porter

AJ and Chris Shepard — Wed, 01 Dec 2021 11:00:00 -0800

ABOUT TERRY PORTER

Portland basketball icon Terry Porter was named head men's basketball coach at the University of Portland in April of 2016. Porter, a 17-year NBA veteran player and former NBA head coach, is the 21st basketball head coach in Pilot history. Porter was a standout for the Portland Trail Blazers and had his jersey retired by the franchise in 2009. During his 17-year NBA career, Porter averaged 12.2 points, 5.6 assists, 1.2 steals, made two All-Star appearances (1991, 1993), two trips to the NBA Finals (1990, 1992) and scored 15,586 career points.

In addition to his playing and coaching accolades, Porter has been one a strong advocate for various community and charitable organizations. He was a long-time team ambassador for the Trail Blazers after his playing career ended and one of the biggest community contributors of any Portland-area celebrity. He is a Boys and Girls Club Hall of Fame member, board member at Doernbecher Children’s Hospital, and created the Milwaukee Scholars Fund in 1994, which provides college scholarships to minority students. He and his wife Susie have three children – Brianna, Franklin and Malcolm.

THIS TOPIC IN A NUTSHELL

[01:30] His career background in NBA

[02:40] Privilege to coach his boys in college basketball

[04:18] Recognition received by retiring his jersey number

[06:51] How to motivate players to be a top-notch level

[07:20] Two types of Leadership or Coaching style

[09:20] Building the culture and relationship with the players

[14:40] Determining what type of player to recruit

[16:08] Coaching between amateur and professionals

[19:10] Recruitment and evaluation of players

[21:14] How to set the right goals, measure & achieve them

[23:55] Mentorship and coaching

[24:45] Managing outside distractions

[26:21] Core values he brought into his coaching style

[29:25] Dealing with players who don’t perform and are not committed

[33:36] Achieving greatness in your chosen career

[37:07] Advice to his 25-year-old self

[38:16] First Entrepreneurial endeavor

[39:20] Formal and Informal training that shaped his journey

[40:20] Biggest mistake or disappointment and what he learned from it

[43:45] Best way to reach out to Terry

KEY QUOTES:

[10:50] In professional sports, you’ve got to be honest and be careful with how you coach them with mistakes and how to handle criticism. Some guys you can yell at them in front of others, some guys you can't. The decisions you make are best for the group, not individual. Everybody’s got to understand that their role is valued for the organization and the team.

[25:00] On managing outside distractions:

You need to have a hard conversation with them and let them know that this will not last forever. You have to be smart on how to manage your big purchases, how you're gonna live, and the importance of taking care of your body. You should enjoy the fruits of your labor, but there’s a fine line of understanding how to enjoy and also maintain the condition of your body in order to perform the next day.

[33:31] There’s a lot of different levels of greatness. Each organization has to determine what greatness is. Improving yourself from the following year is reaching greatness. There’s a lot of victories along the way, and you might not reach the ultimate goal but if you put in the effort, dedication, and commitment to achieve a portion of those goals then that’s a form of greatness too because there are always sacrifices.

[42:27] When you face adversity, It’s how you respond to it, will you quit? or will you become more determined? Will you seek people who will help you get over adversity? You have to make sure that when you’re faced with the same scenario, you don’t commit the same mistake.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network, is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visitwww.uptownpm.com. If you are interested in investing in multifamily syndication, please visitwww.uptownsyndication.com.

#investmentproperty #realestate #investment #property #realestateinvesting #realty #passiveincome #buildingateam#propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realestate #business #entrepreneur #motivation #success #mindset #inspiration #propertyinvestment #realtor #investment #coaching #coach #motivation #training #fitness #mindset #business #lifecoach #leadership #inspiration #success #lifestyle #lifecoaching #entrepreneur #mindfulness #workout #marketing #sport #basketball #nba #ballislife #sport #bball #nbabasketball #basketballneverstops #hoops #dunk #basketballislife #nbaplayoffs #basketballtraining #collegebasketball #bhfyp

CONNECT WITH TERRY:

Email: tporter8524@gmail.com

LinkedIn: https://www.linkedin.com/in/terry-porter-159a15ba/

Facebook: https://www.facebook.com/terry.porter.125

Instagram:https://www.instagram.com/tporter30/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication |https://www.uptownsyndication.com/

· LinkedIn |https://www.linkedin.com/company/71673294/admin/

For information on Portland ...

49. Grow your Social media presence with Emily McAllister

AJ and Chris Shepard — Wed, 24 Nov 2021 11:00:00 -0800

ABOUT EMILY MCALLISTER

Emily McAllister is a Realtor at Keller Williams Points East. She represents the region's finest properties with exceptional skill using the most innovative technologies currently available. Her team offers ultimate privacy and security, speed, and efficiency. Their years of full-time experience have given them a clear understanding of the mindset of home buyers and sellers and a thorough understanding of the regional marketplace. Emily is also an Investor and has a massive following on her social media platforms particularly Tiktok.

THIS TOPIC IN A NUTSHELL

[01:30] Emily’s career background

[02:45] How she got into real estate and her first job

[04:15] First mentor in real estate

[07:36] Structure of the job as a real estate agent

[08:55] Opportunity to do leasing in other brokerages

[09:18] Joining the Keller Williams Team

[10:20] Investing and how she jumped into her first deal

[14:25] Developing her online presence through social media

[15:40] Brand recognition through Tiktok

[16:37] Setting up her specific goals

[17:30] Target for this year

[19:21] Her plans for 2022

[20:55] Adding extra people to help her achieve the goals

[23:54] Advice on how to grow your online presence

[26:25] How she does her social media post and look for inspiration

[28:23] Advice to herself a year ago

[30:01] First Entrepreneurial endeavor

[32:02] Formal and Informal training that shaped her journey

[33:42] Biggest mistake and what she learned from it

[35:14] Best way to reach out to Emily

KEY QUOTES:

[06:22] I think that what people don’t understand about real estate is that you are running a business. Even if you’re employed under a specific brokerage firm or wherever entity you may hang your license. You are your own business by yourself. If you go to work for a team, it puts some of the pressure off, it allows you to be able to learn individual aspects of the job in bite-size pieces.

[14:30] On why she started Tiktok:

I started my account in Tiktok last January right after I set my goal for the year. I started it because I need it as a way for me to hold myself accountable and for other people to hold me accountable for those goals. Someone told me that the best thing I can do to myself is to share my goal with everybody who listens and give people a very specific answer “Here's what you can do to help me”.

[25:31] Emily’s advice on how to gain a lot of social media followers:

So I think that just me being very casual like and conversing with people, instead of being corporate businesslike all the time, makes it easier for people to relate to me and my platform.

[34:03] Her biggest mistake

I’m very concerned about how I am gonna be perceived, how people are gonna look at me. I try to avoid embarrassment at all costs. But my mom used to tell me that people do not spend all their time thinking about you, as you think they do. The general public does not care as much as you’re tricking yourself into believing that.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visitwww.uptownpm.com. If you are interested in investing in multifamily syndication, please visitwww.uptownsyndication.com.

#investmentproperty #realestate #investment #property #realestateinvesting #realty #passiveincome #propertyinvestment #investing #realestateinvestor #investor #investments #properties #realestateinvestment #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #entrepreneur #motivation #success #mindset #inspiration #realestatebrokers #brokerage #kellerwilliams #realtor #realestateagent #realtorlife #home #forsale #househunting #property #dreamhome #newhome #investment #realty #homesweethome #sold #luxuryrealestate #broker #realestatelife #homesforsale #house #luxuryhomes #justlisted #realtorsofinstagram #firsttimehomebuyer #homeforsale #bhfyp

CONNECT WITH EMILY:

Email: emilymcallister@kw.com

Website: https://www.emilymcallister.com/

LinkedIn: https://www.linkedin.com/in/emily-mcallister-869877172/

Facebook: https://www.facebook.com/realtoremilymcallister

Instagram: @realtoremilymcallister

Tiktok: @realtoremilymcallister

Youtube:@Emily McAllister

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication |https://www.uptownsyndication.com/

· LinkedIn |https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties |http://www.uptownpm.com

· Youtube |

48. Actor turned Real estate Investor with Brad Blumenthal

AJ and Chris Shepard — Wed, 17 Nov 2021 11:00:00 -0800

ABOUT BRAD BLUMENTHAL

Brad Blumenthal is an actor, writer on TV and films and has been on different business ventures like jewelry, clothing, music, and real estate. Some of Brad's movies are Volcano, Hook, and Pulp fiction. He started getting into the real estate biz when one of his friends invited him over to check on a house for sale and ended up buying the house for himself. He kept on buying more properties and did flipping and development mostly.

THIS TOPIC IN A NUTSHELL:

[01:36] His career background

[02:50] How he got into real estate

[03:35] Buying his first deal

[06:00] Getting into different business ventures

[07:25 His Entrepreneurial experience

[08:57] His Hollywood experience and acting gig when starting out

[10:25] How he was cast in Spielberg film

[12:00] His first role as an actor

[14:06] Learning more on acting biz and growth as an actor

[17:30] Lessons from the first few deals

[17:59] Escrow assistance on real estate investments

[19:01] Best time to make an offer in buying properties

[20:55] How to find subs and manage contractor

[25:03] Giving timeline for contractors

[26:50] Monitoring progress of work done on renovation and flips

[28:11] Finding the best litigator to protect your investments

[29:37] Advice to his 25-year-old self

[31:05] His First Entrepreneurial Endeavor

[33:42] Formal and Informal Training that shaped his journey

[35:57] His biggest mistake and what he learned from it

[41:02] Best way to reach out to Brad

KEY QUOTES:

[07:55] I’m more of a street-smart guy and so I go by Mark Twain’s favorite quote “I never let schooling interfere with my education.” I’ve learned the hard way, unfortunately, I make my mistakes by doing and not by reading and I just throw myself into it and see what happens.

[21:02] I do not recommend trying to do the house yourself with you being the general contractor, like what I did in the beginning. That to me is a huge mistake, if some subcontractors screwed up, you’re screwed, as opposed to if you have a contractor the odds and everything else falls onto the contractor. I think having a general contractor even on a small gig is important.

[25:35] When you set a timeline and specific deadline for contractors, you’ve got to be careful and be much more hands-on if you take that approach to make sure that the work being done is quality and they’re not cutting corners with materials.

[34:51] On buying real estate:

If there is an opportunity there, you go for it. When you’re at it, as long as I’m at it, It was never ever a question to me whether I was gonna make money on a project. I won’t buy a property unless I know I would double my money.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visitwww.uptownpm.com. If you are interested in investing in multifamily syndication, please visitwww.uptownsyndication.com.

#investmentproperty #realestate #investment #property #realestateinvesting #realty #passiveincome #buildingateam#propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realestate #business #entrepreneur #motivation #success #mindset #inspiration #propertyinvestment #realtor #investment #home #renovationteam #renovation #flipping #hollywoodexperience #contractor #escrow #timeline #actingcareer #firstdeal #renovation #flipping #publisher #realestatedeveloper #actor #businessventure #businessman #music #clothingbusiness #writer #films #movies #movieindustry #actinggig #sidehustle

CONNECT WITH BRAD:

Email: maxbradly@mac.com

Website: https://bradactor.com

LinkedIn: https://www.linkedin.com/in/brad-blumenthal-5b550ba/

Facebook:https://www.facebook.com/brad.blumenthal1

Instagram: https://www.instagram.com/maxbradly12/

Youtube: https://www.youtube.com/user/maxbradly/videos

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication |https://www.uptownsyndication.com/

· LinkedIn |https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties |http://www.uptownpm.com

· Youtube |@UptownProperties

Westside Investors Network

· Website |https://www.westsideinvestorsnetwork.com/

· Twitter |https://twitter.com/WIN_pdx

· Instagram |

47. Investing in Probate Real estate with Bill Gross

AJ and Chris Shepard — Wed, 10 Nov 2021 11:00:00 -0800

ABOUT BILL GROSS

Bill Gross is an expert on Los Angeles Probate. Born in Santa Monica, he has been in real estate for over 30 years, closed thousands of transactions, and gives his all to help his customers achieve their goals. He hosts a weekly call to discuss how to get sales in probate, how to engage with probate attorneys, and more probate-related topics for real estate agents and investors.

THIS TOPIC IN A NUTSHELL

[01:24] Bill’s career background

[02:38] How he got into real estate

[05:30] Aspects about real estate that he loves

[06:17] How did he find the niche in probate

[07:40] What is probate?

[08:40] Why do you need to set up a Trust?

[11:12] Probate cases via online

[12:08] Regulations of the different county on probate

[13:25] Ways to find an opportunity in probate cases

[15:50] Difficult cases in probate and why is it difficult?

[17:10] What is Partition action?

[19:45] Point of contact to find leads

[21:30] Sample of a complicated process in probate

[25:30] Process on how to track a court sales

[28:59] Deals not in RMLS

[31:49] Commissions by listing agents

[34:24] How the investor is involved as a part of the team

[35:25 ] Advice to his 25-year-old self

[37:23] First Entrepreneurial endeavor

[38:42] Formal and Informal training that shaped his journey

[39:38] Biggest mistake and what did he learn from it

[41:12 ] Best way to reach out to Bill

KEY QUOTES:

[24:55] I think the money is made by overcoming obstacles and solving problems. Too many people think that money is on easy deals like cryptocurrency or the likes. What I do know is that if you solve problems that people can't, you get paid and oftentimes a lot of money and that works for me.

[35:30] Play for the long game. I think real estate and marketing in general is a long tail to play for. You have to get to business to pay your bills right away but understand that marketing is about a two-to-three-year cycle time and a system in place is gonna yield its return over a 2-to-3-year period. Hang for it while you can but play for a longer game.

[36:45] That’s where many investors fail, they all run around and look for transactions that they come across, but it's a relationship game and if you can develop relationships, stay in touch with people for a while, you’re gonna get a lot more return for your investment whatever your marketing is.

[40:33] The quality of people that you work with is much more important than their skills and success level.

SUMMARY OF BUSINESS

EXP Realty - Whether you’re buying or selling, our agents provide deep local real estate experience and knowledge to make your experience as frictionless and empowering as possible. As an experienced Real Estate Professional, we will make sure that you are always well-informed in regard to these decisions – especially as they pertain to real estate. We will also help you with some of the difficult conversations you may have to have with family members and other heirs. If you haven’t yet secured the services of a competent probate attorney, we can help you choose one whose good work we know and are comfortable recommending.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #REinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #probate ##estateplanning #wills #realestate #powerofattorney #lawyer #trusts #estateplan #agents #estateplanningattorney #divorce #law #attorney #foreclosure #familylaw #probatelawyer #livingwill #legal #elderlaw #will #assetprotection #willsandtrusts #guardianship #livingtrust #estate #webuyhouses #lawfirm #trust #preforeclosure #bhfyp #realestateagents #brokers

CONNECT WITH BILL:

Email: bill@thelaprobateexpert.com

Website: https://billgross.exprealty.com/

LinkedIn: https://www.linkedin.com/in/billgrossexp/

Facebook: https://www.facebook.com/BillGrossEXP

Instagram: https://www.instagram.com/billgross613/

Probate weekly: www.ProbateWeekly.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

46. Creating a win-win culture for your team with Steve Roesch

AJ and Chris Shepard — Wed, 03 Nov 2021 11:00:00 -0700

ABOUT STEVE ROESCH

Steve Roesch has been practicing Real Estate on a full-time basis in the Portland Metro Area, including Southwest Washington since 1996. He finds great pleasure in educating first-time buyers on the local areas, the anatomy of a real estate transaction, and guiding them to the right home to accommodate their lifestyle and budget. Steve became the owner of Nexthome Realty connection in early 2016. They started out with a small team of strong agents and continued to add more to the team as they grew serving the Portland, Metro area.

THIS TOPIC IN A NUTSHELL

[01:30] His career background and how he got into real estate

[03:41] His first mentor in real estate

[04:19] Transition from W2 job to real estate

[06:53] Decision to run a franchise

[07:50] Finding passion on Investing

[09:39] Progression on how to develop a team

[10:34] Mentoring his team

[12:09] How he got into short sale business

[13:05] Marketing skills learned along the way

[14:05] Setting up a win-win situation with brokers

[16:31] Financial freedom in real estate

[17:15] How he motivates his people as a coach

[18:50] Creating a positive environment at work

[19:51] Coaching a small mastermind to help others

[22:23] Benefits and pitfalls of running a franchise

[25:49] Goals for Nexthome and partnering up with brokers

[28:20] Sales meeting and samples of local and national issues they discuss

[33:00] Advice to his 25-year-old self

[35:21] First entrepreneurial endeavor

[37:15] Formal and informal training that shaped his journey

[39:51] Biggest mistake and what he learned from it

[45:28] Best way to reach out to Steve

KEY QUOTES:

[14:32] “That’s when we decided that we will break up the team and open up a brokerage that will function as the team, and it’s a win-win situation. You have the same things that you have before, but the company is now ours and the leads that you get are yours. The leads that I give can be half mine and half yours and everyone seems to be happy.”

[23:20] Steve on brokers and agents:

“When they are succeeding and they reward you with some of their success, that’s one of the best feelings, when somebody reaches that all-time goal. Everybody has a certain goal that you want to help them reach and when they do, that’s super rewarding. “

[24:54] Steve on opening up a business franchise:

“My fear is that it will continue to get more and more expensive to compete with technology as an independent and if you have agents who will work for you, you have to provide the same technology. The franchise just put that out together. There are franchises out there that will allow you to have the same freedom with your own team and have that technology that is on a higher level so that is a huge factor in the franchise.”

SUMMARY OF BUSINESS

Nexthome Realty - We are a high-energy and welcoming team of Brokers that constantly strive to deliver superiority of service and expertise to our clients. To do this we embrace a strong team culture, the hottest technology, the most recent research, and reliable support staff that enthusiastically works to free up our agents’ time to produce!

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #passiveincome #buildingateam #propertyinvestment #investing #realestateinvestor #investor #investments #realestateinvestment #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realtor #realestateagent #home #property #forsale #investment #realtorlife #househunting #luxury #dreamhome #newhome #luxuryrealestate #house #inspiration #homesweethome #luxuryhomes #business #realestatelife #realty #realestateinvestor #entrepreneur #sold #broker #team #homesforsale #franchise #entrepreneur #motivation #success #mindset

CONNECT WITH STEVE:

Phone: 503-318-6351

Email: steve@nexthomepdx.com

Website:https://www.nexthomepdx.com/
LinkedIn: https://www.linkedin.com/in/steveroesch/
Facebook:@nexthomerealtyconnection; @rushsteve
Instagram:https://www.instagram.com/nexthomepdx/
Twitter: https://twitter.com/Nexthomepdx

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

...

45. Ways to get a grip on your business with Sean Tagge

AJ and Chris Shepard — Wed, 27 Oct 2021 11:00:00 -0700

ABOUT SEAN TAGGE

Sean Tagge graduated in Biomedical Engineering at the University of Utah. Upon graduating he

worked at the University of Utah Hospital doing research on artificial hearts. In 2017 he transitioned into his true passion, Real Estate Investing. Today he is the partner and Chief Operating Officer at Memphis Investment Properties. There he manages the day-to-day operations of acquiring and selling single-family Turnkey properties. He uses his engineering skills to organize and streamline the systems and processes of the business. He has been involved in over 1000 single-family real estate transactions and is partner-owner on over 600 multifamily apartment doors.

THIS TOPIC IN A NUTSHELL

[01:40] Sean’s career and company background

[02:32] Why did he get into real estate

[03:35] Transition from W2 job to full time in real estate

[04:56] Streamlining process when doubling up the volume

[07:45] Core processes after the deal acquisition

[09:30] Renovation process and team recruitment

[11:00] Warehouse management and process

[12:01] How to track historical data for renovation

[13:36] Looking at projected vs. actual budget

[16:04] Steps to improve the streamlining process

[20:41] Accountability and transparency with team members

[21:12] Quarterly rocks and goals

[21:50] How to look for qualified crews

[23:50] How to bid with prices; negotiate on prices

[25:22] Typical houses they work on

[27:00] Cost analysis of renovation works

[30:51] Technology implemented to help with the process

[31:39] Creating a dashboard of data metrics

[34:00] Property management of their business

[35:21] Tech software and app used to notify tenants

[36:12] Advice to his 25-year-old self

[37:33] First Entrepreneurial endeavor

[38:38] Formal and informal training that shaped his journey

[39:52] Biggest mistake and what he learned from it

[42:56] Best way to reach out to Sean

KEY QUOTES:

[14:48] I highly suggest that you give a performance bonus to your employees. If we win, they win, if we lose, they lose with us, although not the exact same proportion. You make it something that they have direct control and something that you want them to focus on that will earn you money and earn them money. Having some competition in the workplace is fun.

[36:36] Research emotional awareness and meditation and learn about what they truly are vs. the stigma of it. I’m not as stressed as I used to be, because I understand how to work those. For anyone running a business, it is a huge benefit and investment of your time to look into that.

[41:46] Always look at your mistakes and approach them with curiosity, ask a dozen questions and answer them all. Appreciate it, don't just avoid it, learn to appreciate and embrace those mistakes.

SUMMARY OF BUSINESS:

Memphis Investment Properties - We provide newly renovated, cash-flowing Turnkey rental properties in Memphis, TN, with in-house property management. We help investors buy, renovate and manage great properties in Memphis, TN.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #passiveincome #buildingateam#propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realestate #business #entrepreneur #motivation #success #mindset #inspiration #propertyinvestment #realtor #investment #home #keysystems #renovationteam #renovation #streamlinedprocess #tractionbook #traction #propertymanagement #syndication #memphis #projectedbudget #actualbudget #warehousemanagement #teambuilding #renovationcrews #turnkeys #turnkeyflips #wholesaling #costanalysis #bidding #performancebonus #topperformers #employeerecognition #teameffort #weeklymeetings

CONNECT WITH SEAN:

Phone: 901-500-7517

Email: seantagge@gmail.com

Website: https://www.memphisinvestmentproperties.net/

LinkedIn: https://www.linkedin.com/in/sean-tagge-2a862b38/

Facebook: https://www.facebook.com/MemphisInvestmentpropertiesllc

Instagram: https://www.instagram.com/memphisinvestmentpropertiesllc/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube |

44. What makes a good business process? with Paul Kankowski

AJ and Chris Shepard — Wed, 20 Oct 2021 11:00:00 -0700

ABOUT PAUL KANKOWSKI

Paul was born in San Diego and has graduated from the University of San Diego with a master’s in Education. He was a math teacher and administrator for 17 years before he became a broker and started House Match in 2014. Paul has been a featured speaker at NARPM and has led five conferences on systems last August 2021 and worked with over 50 property managers from around the country on creating better systems for your business. He is a mentor and coach to numerous property management companies around the United States to help them create better workflows and be more efficient within this industry. He loves skiing, mountain biking, hiking, swimming, and being active.

THIS TOPIC IN A NUTSHELL

[01:30] Paul’s career and company background

[02:50] How he transitioned from stepping out of the business

[06:50] Systems implemented in the business

[07:21] Key system process that you should prioritize

[09:41] What constitutes a good process?

[12:50] Knowing what’s wrong in the process and how to resolve it

[15:42] How to remove a judgment call in the process

[18:40] Handling objections and disputes with the tenants

[19:48] Managing move out inspections and processes

[21:45] Committee and team members who decide on disputes

[23:40] Getting ideas from the community and making it better

[24:12] Pitfalls on implementing the process

[26:08] Why consult with a systems expert?

[28:30] Motivating your team members to keep on using the system

[31:58] Implementing a new process

[34:18] Cross-training employees to fill in the gaps

[36:00] How to manage the workload of employees

[39:50] Finding work-life balance in the business

[42:00] Advice to his 25-year-old self

[44:19] First entrepreneurial endeavor

[46:24] Formal and Informal training that shaped his journey

[47:25] Biggest mistake and what he learned from it

[50:33] Best way to reach out to Paul

KEY QUOTES:

[04:03] There should be someone in the industry to hold you accountable. Find someone else outside and say this is my goal, this is what I want to do, and have a once-a-month conversation with them. I think that’s the most effective way to get out of the business, it’s piece by piece, it doesn’t happen overnight, for me it’s probably 3 years long.

[09:41] First off, a good process is that you can’t combine 5 processes in one. You can’t combine move in and move out together, that’s bad. Those are completely separate processes. Next thing is that a process should ask a question ahead of time and should avoid judgment calls. Also, a good process is good training of your team members.

[24:37] This is the biggest pitfall; everybody wants to buy a quick fix. Everybody would say, hey, can I have your move-in process? Well, it’s not gonna work for you, it’s not your company. You need not just buy something; you need to buy the expertise to get it so it works for your company. Every time I deal with the system, whoever is in charge of that, they are on the committee and they are working with us to get it right.

[42:25] Live life to its fullest, enjoy every day. Take this seriously but think of what you spend your time on doing because one thing we can’t get back is the time. I would rather work so hard, but I also wish that I would’ve not always been so driven that everything has to be like, I need to get through this.

SUMMARY OF BUSINESS

Housematch - We offer complete property management services in Temecula, Winchester, San Diego, Murrieta, Menifee, and the surrounding area to ensure that property owners are able to make a profit from their properties without having to spend a lot of time managing the day-to-day tasks such as repairs, maintenance and tenant relations.

PM Solutions Pro - offers world-class solutions for Property managers. We can develop efficient and effective business processes, helps you grow your ranking and traffic through search engine optimization, and hire a remote assistant to improve your business while reducing cost.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #passiveincome #buildingateam#propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realestate #business #entrepreneur #motivation #success #mindset #inspiration #propertymanagement #propertyinvestment #realtor #investment #home #keysystems #businessprocess #propertymanagementsystems #systemsexpert #crosstrainingemployees #nojudgementcalls #motivation #pitfalls #teammembertraining #trainingtherightway #coreprocess #moveinprocess #moveoutprocess #owners #tenants #certifiedcoach #mentors #pmsolutionspro

CONNECT WITH PAUL:

Phone: 951-225-4020

Email: Paul@housematchca.com
Website: https://www.housematchca.com/; https://pmsolutionspro.com/
LinkedIn: https://www.linkedin.com/in/paul-kankowski-5b761344/
Facebook: https://www.facebook.com/paul.kankowski; https://www.facebook.com/housematchhomes/
Instagram: https://www.instagram.com/paulkanko12/

CONNECT WITH US

<...

43. Transform your mindset with Gino Barbaro

AJ and Chris Shepard — Wed, 13 Oct 2021 11:00:00 -0700

ABOUT GINO BARBARO

Gino Barbaro is an investor, business owner, author, and entrepreneur. As a real estate entrepreneur, he has grown his portfolio to over $100,000,000 in assets under management and is teaching others how to do the same. He is the co-founder of Jake & Gino and the best-selling author of three books, Wheelbarrow Profits, The Honey Bee and Family, Food and the Friars. Gino graduated from IPEC (Institute for Professional Excellence in Coaching) where he earned his designation as a Certified Professional Coach. He currently resides in St. Augustine, Florida with his beautiful wife Julia and their six children.

THIS TOPIC IN A NUTSHELL

[01:40] Short background of Gino Barbaro

[03:10] Ultimate goals to achieve financial freedom

[05:08] Values-based decision making

[06:00] Scenario where you envision your future

[07:00] How Gino create a picture for his future and set goals with it

[08:30] Transforming your mindset

[09:55] Developing core values and how to infuse that into their culture

[11:48] 3CS when hiring people: Character, Competency, Chemistry

[12:35] Core values of their team

[13:40] Working for a cause and not just for a paycheck

[15:13] Having a long-term mindset

[16:18] Using money as a tool to achieve your goals

[19:17] Creating systems and training employees

[21:05] Outsourcing tasks to maximize efficiency

[26:20] Systematic approach to achieving goals

[27:42] Working out the strength of your employees

[30:00] Creating a brand by writing kids book to teach kids the value of money

[31:38] How do you choose what not to do?

[33:30] Advice to his 25-year-old self

[34:45] First Entrepreneurial endeavor

[36:03] Formal and Informal training that shaped his journey

[37:45] Biggest mistake and what did he learn from it

[41:10] Best way to reach out to Gino

KEY QUOTES:

[04:56] We should make value-based decision making. We look at things at 3-month, 6-month, 12-month windows when we should be looking at deals in the decades. If you’re gonna buy a deal, is it going to be good for the next 10 years?

[15:40] Think about how you want to be remembered. For me, it’s the contribution aspect that is more important than anything else. Your quality of life comes back to the experience you’ve had like helping students, being able to donate to charities, and making a difference, those memories are important.

[25:27] You need to know what’s gonna move the needle the most in your organization. Know what you need to do and set up priorities based on those needs.

[34:05] Anybody can learn what a cap rate is or what a cash-on-cash return is, not many people can get the mental hurdle of fear. If you can work on yourself and your personal development and get clarity on your Why and you’re gonna crush it, man.

SUMMARY OF BUSINESS

Jake & Gino - a multifamily real estate education company that offers coaching and training in real estate founded upon their proprietary framework of Buy Right, Manage Right & Finance Right ™. When you’re starting your multi-family investing journey, the last thing you want to do is start out on the wrong foot. Jake and Gino can guide you along the path, and give you the best chance of finding success. If you want to learn from the two of the top mentors in the business, then Jake and Gino are here to help.

ABOUT THE WESTSIDE INVESTORS NETWORK

#realestatecoach #certifiedcoach #realestatementors #transform #transformyourmindset #corevalues #character #competency #culture #financialfreedom #moneyasatool #longtermmindset #valuesbaseddecision #companyculture #kidsbook #valueofmoney #outsourcingtasks #delegate #investingtips #buyright #manageright #financeright

CONNECT WITH GINO:

Email: gino@jakeandgino.com

Website: https://jakeandgino.com/

LinkedIn: https://www.linkedin.com/in/gino-barbaro-03973b4b/

Facebook: https://www.facebook.com/jakeandgino

Youtube: https://www.youtube.com/channel/UCc3wzHivzXxcgSTtDam4vnw

Twitter: https://twitter.com/JakeandGino

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube |

42. Escalate your property management systems with Bob Preston

AJ and Chris Shepard — Wed, 06 Oct 2021 11:00:00 -0700

ABOUT BOB PRESTON

Bob Preston is the owner, founder, and President/CEO of North County Property Group and its sister company MaintenanceSync. He graduated from the University of California with a degree in Psychology and has MBA in Marketing and Executive Education Certificate from Stanford University. He has been elected as the President of the California State chapter of NARPM for the 2020-2021 term.

THIS TOPIC IN A NUTSHELL

[01:27] Bob’s career background

[02:28] What are NARPM, CRMC, and RMP?

[03:45] How he got started in real estate

[05:20] Transition to Property Management

[07:31] Involvement in NARPM to step up the business

[09:50] Building a team for property management

[11:40] Going paperless and improvement to the documentation process

[16:27] Recent implementations to improve their system

[18:03] What are the Tenant Turner app and its benefits?

[20:24] Virtual showings and their benefits

[22:37] Process automation and its challenges

[25:14] Resolving unplanned items in the process automation

[27:40] Critical aspects in the process that needs a human touch

[28:01] Resistance from employees on process implementation

[29:25] Identifying bottlenecks & resolving issues

[33:04] How to balance the marketing aspect & pain points of the business

[36:01] Advice to his 25-year-old self

[37:33] First Entrepreneurial endeavor

[39:20] Formal and Informal training that shaped his journey

[40:57] Best decision made in his life

[43:20] Best way to reach out to Bob

Keywords:

The National Association of Residential Property Managers (NARPM®) is an association of real estate professionals who know first-hand the unique problems and challenges of managing single-family and small residential properties.

Certified Residential Management Company (CRMC) - Members have attained the highest levels of education and commitment in the field. A detailed examination of the company and recommendations from clients and peers are required to earn this designation.

Master Property Manager (MPM) - is the highest level a property manager can attain. MPM designees must have already attained the RMP, and in addition have managed 500 units over a 2-year period.

KEY QUOTES

[8:20] I became more aware of NARPM and realized that there are things that I can learn from the organization. I wanted to take the company to the next level and find out what's going on out there and it really helped.

[31:12] Always stay in touch with the team and pull-out items where they might be hitting those bottlenecks and then just correct them through some process change, or technology, maybe a new tool, and having the resources to make that happen.

[31:26] I always say to my team that there are resources and then there's resourcefulness. I believe that 90% of bottlenecks can typically be handled through resourcefulness and brainstorming to resolve the issue rather than throwing money out of the problem.

SUMMARY OF BUSINESS

North County Property Group is the only San Diego property management company awarded with the Certified Residential Management Company (CRMC®) designation by the National Association of Residential Property Managers (NARPM®). The property management programs are designed to exceed expectations, build trust and confidence, and maximize the value of real estate assets. The company objective is to be the trusted advisor to protect rental property investments, achieve the real estate financial goals of our clients, and free them of the time involved in being a landlord.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #buildingateam#propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realestate #business #entrepreneur #motivation #success #mindset #inspiration #propertymanagement #propertyinvestment #realtor #investment #home #rentalproperty #propertyforsale #rent #investmentproperty #rentals #propertyinvestor #house #propertymaintenance #propertydevelopment #forrent #landlord #virtualshowings #paperless #documentation #TenantTurner #automationtools #automationprocess

CONNECT WITH BOB:

Email: bob@ncpropertygroup.com

Website: https://www.ncpropertygroup.com/

LinkedIn: https://www.linkedin.com/in/prestonbob/

Facebook: @bob.preston.7773; @NorthCountyPropertyGroup

Instagram: https://www.instagram.com/ncpropertygroup/

Twitter: https://twitter.com/NCPropertyGroup

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication |

41. How Remote Investing works with Nana Piesie

AJ and Chris Shepard — Wed, 29 Sep 2021 11:00:00 -0700

ABOUT NANA PIESIE

Nana Piesie is the joint owner of Miracle Properties Ltd. He is also the host of the Pengaflode podcast and a mentor for coal.liance (to help Afro-Swedes between 18-25). He is currently residing in Sweden with his wife and two kids and investing remotely in the UK. Nana loves traveling, macroeconomics, investment, networking, food, football & tennis.

THIS TOPIC IN A NUTSHELL

[01:15] Nana’s career background

[02:15] How he got into investing in the UK

[04:21] Building the team remotely

[05:30] Differences in the US and UK market

[07:11] How they look for deals

[08:10] Owning a property as foreign investors

[09:31] Setting up a limited company (Special purpose vehicle)

[10:34] Escrow process of owning a property

[11:56] How they manage the business remotely

[14:02] Mortgage process in the UK

[19:14] Loan terms of deals they’ve done

[21:17] Interest rates on loan terms

[24:12] What is a Lease Option?

[25:33] Rent to Rent and Option to buy

[27:36] Importance of setting up a contract (Power of attorney)

[29:26] Typical houses in the UK

[29:58] Resolving exterior issues remotely

[33:00] His advice to 25-year-old self

[34:05] First Entrepreneurial endeavor

[34:35] Formal and Informal training that shaped his journey

[35:32] Biggest mistake and what he learned from it

[36:50] Best way to reach out to Nana

KEY QUOTES

[13:06] If we are doing renovations, we trust the builder, but we need to verify, so we got someone who goes in to check, pictures can look good you know, but the next person will tell the truth hopefully and that’s how we do our deals.

[33:03] Take more risks and try to explore, fail more in life so you can find your passion. I stick too long on being safe, I should have just gone my way.

[35:40] My biggest mistake is procrastinating too long on taking the leap of faith. The path to real estate has a lot of bumps and rides, and we’re still growing. Just imagine if I started doing it ten years ago, where we would have been today?

SUMMARY OF BUSINESS

Miracle Properties Ltd - We are UK real estate company that resides in Sweden doing all remotely. We have built up a great power team both off and online to help us scale and maintain our business. Furthermore, we provide great returns to our investors as well. We focus on high cash flowing and creative strategies.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realestate #business #motivation #success #mindset #inspiration #podcaster #podcasthost #remoteinvesting #sweden #unitedkingdom #foreigninvestor #mortgageprocess #escrow #leverage #leveragingmoney #assetacquisition #foreigninvestments #propertyowners #remoteinvestors

CONNECT WITH NANA:

Email: Nana@miraclepropertiesltd.com

Website: https://www.miraclepropertiesltd.com/

Socials:

LinkedIn: https://www.linkedin.com/company/miracle-properties-ltd/

Facebook: https://www.facebook.com/miraclepropertiesltd

Instagram: https://www.instagram.com/miracle_properties_ltd/

Youtube: https://www.youtube.com/channel/UCX47jkL2qUfzn59fsZwGo6w

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/
· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com
· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/
· Twitter | https://twitter.com/WIN_pdx
· Instagram | @westsideinvestorsnetwork
· LinkedIn | https://www.linkedin.com/groups/13949165/
· Facebook |

40. Renovation 101 with Van Sturgeon

AJ and Chris Shepard — Wed, 15 Sep 2021 11:00:00 -0700

ABOUT VAN STURGEON

Van Sturgeon is an experienced entrepreneur of over 30 years who has successfully created several businesses in the real estate industry, that cover areas of land acquisition, development, construction and renovation. Van personally owns over 1,000 properties across North America, and is semi-retired from the day-to-day operations of his businesses.

THIS TOPIC IN A NUTSHELL:

[01:07] Van’s career background

[03:50] Transition from tenants to the landlord

[05:15] How he got into renovation and rehab

[06:24] External Factors that affected the vacancy rates in the late 70s

[09:50] His take on Inflation and Interest rates

[14:00] Why you should invest in real estate amidst rising interest rates

[17:30] Fundamental skillset of a successful investor

[19:05] Romanticizing DIY renovation

[20:35] Act as your own general contractor

[22:03] How to come up with the right budget

[24:20] Scope of work document: a crucial step in the rehab process

[29:12] What is inside the detailed Scope of Work?

[33:48] Biggest pains as a general contractor

[35:40] Setting milestones and scheduled payment structure

[38:10] Responsibility of contractors in handling materials

[40:50] Easy wins for novice investors

[42:06] Advice to his 25-year-old self

[45:15] First Entrepreneurial Endeavor

[45:40] Formal and Informal training that shaped his journey

[50:10] Biggest mistake and what did he learn from it

[55:20] Best way to reach out to Van

KEY QUOTES:

[19:00] Unfortunately, Hollywood romanticizes the whole DIY thing where you buy a property and 30 minutes later, you have this beautiful property that you made hundreds of thousands to profit on. We all know that it isn’t the case, it requires much more than that.

[25:18] You need to nail down the scope of work, once you have that, it's amazing how things flow beautifully from that process. It's like trying to bake a cake without a recipe. You can buy all the ingredients but if you don't have a recipe to follow, then you're not getting far from baking a good cake.

[35:35] You should always structure your payment schedules when certain milestones of that project were reached. If you were able to do that, you keep those individuals working. Money is a critical element to make sure that contractors do their job.

[43:25] Real estate is a long game. It's not a wham bam thank you, mam. It requires a lot of time, effort, and patience associated with trying to get you from where you are today to where you want to be tomorrow.

SUMMARY OF BUSINESS

VAN STURGEON One-on-one Coaching & Mentorship Program provides expert and up to date renovation advice and information for all house renovations across North America. You will have access to experts in design and renovation, and you will gain the confidence and knowledge to handle your very own house renovation.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #business #renovation #construction #design #home #architecture #homerenovation #renovationproject #remodel #realestate #homeimprovement #contractor #generalcontractor #interiors #house #building #remodeling #housebuilder #builder #mentor #coach #renovationmentor #homebuilder

CONNECT WITH VAN:

Email: info@vansturgeon.com

Website: https://vansturgeon.com/

Socials:

LinkedIn: https://www.linkedin.com/in/van-sturgeon-029018200/

Facebook: https://www.facebook.com/RealVanSturgeon

Instagram: https://www.instagram.com/vansturgeon/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook |

39. Hybrid Ventures with Victoria Jodis

AJ and Chris Shepard — Wed, 01 Sep 2021 11:00:00 -0700

ABOUT VICTORIA JODIS

Victoria Jodis is the Founder and Managing partner of Steel Wolf Ventures. She's also the host and Executive Producer of Ventures Report by BIZ stars TV. Victoria is one of the first few female CCIM-trained investment brokers before she decided to go the development route and started putting investors in with the money she made in commercial real estate. By 2016, she formed Steel Wolf, a hybrid business model, and partners with cutting-edge venture deals that we feel are going to explode and have a big market.

THIS TOPIC IN A NUTSHELL

[01:30] How she started in the commercial real estate

[03:56] How the Steel Wolf Ventures was formed

[06:36] What is a Hybrid Venture business model?

[09:43] How they deal with their business partners

[11:14] Process on partnering up with a hybrid model company

[14:48] Dealing with hard assets of the business

[16:50] Cutting-edge project that they’re currently in

[20:00] How to build the right team

[24:55] How to leverage in Venture capital business

[27:00] Creative structure to maximize their profits

[29:23] Her advice to 25-year-old self

[31:00] First Entrepreneurial endeavor

[34:34] Formal and Informal training that shaped her journey

[36:01] Her biggest mistake and what she learned from it

[37:46] Best way to reach out to Victoria

KEY QUOTES

[07:02] Our business model is that we're kind of in that middle between the angel groups, and the big guys that charge upfront to raise your money and sometimes are successful. We participate with them and help adjunct additional cash flow as needed. The goal is to blow it up, double, triple whatever we can get. If we can soft sell the real estate part of it and say, no matter what happens with this company, if it blows apart, you'll still have an exit and an asset. I think that works better for people that are a little more conservative.

[15:30] Sometimes the solution is so simple, that you wonder why they didn't think of it. But you know, when you're so close to the trees, you can't see the forest. I like to see people that are in verticals, if they're industry agnostic, that's okay, too. But sometimes it takes too much to, you know, put them on that ramp and get them up to speed on what's really happening.

[21:36] When you are building a team, you have to make that decision fast, you can switch gears, minimize your losses and go forward. If you don't do that, then you're stuck with your ego. If you don't have the freedom to express whatever was going on in your head, then I think you've lost some of the realness, creativity, and just the ability to be yourself.

SUMMARY OF BUSINESS

Steel Wolf is a trendsetting hybrid platform that selects a project to own, develop and scale business, place leaders on advisory boards, consult on next steps, and consider new marketing partners working alongside other accredited investors.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneurlife #coaching #motivation #mindset #business #success #realestate #business #entrepreneur #motivation #success #mindset #inspiration #hybridplatform #biomedical #entrepreneurship #life #businessowner #hybridmodel #hybridventures #commercialrealestate #commercialRE #hardassets #venturecapital #businessstructure #podcast #ladyboss

CONNECT WITH VICTORIA:

Email: Victoria@SteelWolfVentures.com

Website: http://steelwolfventures.com/

LinkedIn: https://www.linkedin.com/in/ruta-victoria-jodis-4317566/

Facebook: https://www.facebook.com/profile.php?id=819811039

Instagram: https://www.instagram.com/rvictoriavc/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx
&nb...

38. Understanding mortgage rates with Mike Maier

AJ and Chris Shepard — Wed, 18 Aug 2021 11:00:00 -0700

ABOUT MIKE MAIER

Michael Maier a.k.a. “Mike” is a Branch manager at Fairway Independent Mortgage. He is also a local mortgage advisor based in Portland. He is authorized to conduct business in the state of California, Oregon and Washington and licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act. Mike has been in the mortgage industry for 17 years now and he believes that a home is a platform to build a better life. It's a stepping stone to create generational wealth.

THIS TOPIC IN A NUTSHELL

[01:23] How Mike started in the mortgage industry

[04:52] Difference between self-employed vs. person with W2 job

[05:30] Income analysis for self-employed

[07:32] How to qualify for a loan

[09:00] Sample computation for a certain scenario

[11:07] Capitalizing and Expensing repair items

[12:40] Ways to reduce your qualifying income

[16:06] Understanding Cash-out refinance, Loan to Value, and Debt-to-Income ratio

[19:46] On getting low-interest rates

[22:53] Knowing your long-term goals to the property

[25:12] Guidelines to multiple units

[27:38] Owner-occupied vs. Non-occupied properties

[29:45] How FHA Financing is used?

[30:32] Conventional vs. FHA financing

[33:34] Using LLC for a loan

[36:01] His advice to 25-year-old self

[38:04] First Entrepreneurial endeavor

[39:28] Formal and Informal training that shaped his journey

[40:45] His biggest mistake and what he learned from it

[43:10] Best way to reach out to Mike

KEY QUOTES

[07:58] Ultimately, the best strategy is, make sure to talk to a good home loan consultant early. If you're self-employed and a real estate investor, you want to be having these conversations before you're going to file your tax returns. If you know, we're looking at getting you pre-approved to accomplish something, and you're not where you need to be, it's your opportunity to change that equation. I'd say go through that pre-approval process early, let's identify where you need to be from a net income standpoint.

[12:47] In theory, when I'm doing that rental income analysis, as long as we can document that this was a one-time extraordinary expense. I can add that back to the equation. So, you have to keep some good records and some documentation. What my underwriters’ need is some ammunition to say that all right, these expenses here were a one-time expense. So, I'd love to see invoices or stuff that you're not replacing every year or every couple of years. You know, presumably, you put a new roof on, that is something that potentially we can add back to your qualifying income. But painting, handyman stuff, appliances, you know, the stuff that you're going to kind of encourage yearly, so we're gonna hit you with it.

[25:06] Ultimately, duplexes are going to have different guidelines and rates, and costs compared to single-family residences and triplexes. There's lots of nuance to all those guidelines. But just in general, more units are gonna be more expensive, and you're gonna have more restrictive guidelines. And so those are certain things we want to get out in front of and get out early when you're getting ready to do a project.

[36:38] The advice I would give to myself is that I should have jumped to the next step of my career sooner. As I think of each step that I made from a home loan consultant to a branch manager and building a team and all of these steps that ultimately advanced my career, I should have done them sooner. Don't be afraid to take the leap to that next step, have some confidence and go for it. Ultimately, if you take that next step, you're going to learn a lot about that next role and realize that you can do it.

SUMMARY OF BUSINESS

Fairway Independent Mortgage Corp. - We are dedicated to finding great rates and loan options for our customers while offering some of the fastest turn times in the industry. Our goal is to act as a trusted advisor, providing highly personalized service and helping you through every step of the loan process, from application to closing and beyond. It’s all designed to exceed expectations, provide satisfaction and earn trust.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneur #entrepreneurlife #coaching #motivation #mindset #business #success #homeloan #mortgage #realestate #loan #refinance #finance #homeloans #mortgagebroker #loans #loanofficer #realtor #home #realestateagent #personalloan #firsttimehomebuyer #mortgagelender #mortgages #newhome #investment #lending #lender #creditrepair #homebuying #mortgagerates #mortgageloan #businessloan #property #business #homebuyers

CONNECT WITH MIKE:

Phone No: 503-545-9879

Email: Mike.Maier@FairwayMC.com

Website: https://www.mikemaiermortgage.com/

LinkedIn: https://www.linkedin.com/in/mikemaiermortgage/

Facebook: https://www.facebook.com/mikemaiermortgage

Instagram: https://www.instagram.com/mikemaiermortgage/

...

37. Trust and Estate Planning with Rob Fotheringham

AJ and Chris Shepard — Wed, 14 Jul 2021 11:00:00 -0700

ABOUT ROB FOTHERINGHAM

Rob is a founding partner of Vial Fotheringham, LLP. He was first admitted to practice in the states of Utah and Nevada in 1986 and later admitted to practice in Oregon after relocating in 1989. Rob regularly advises estate and business planning clients and assists with the establishment of wills, revocable and irrevocable trusts, corporations, partnerships, limited liability companies, charitable giving strategies, powers of attorney for financial decision-making, and advance directives for health care. The majority of Rob's clients are referred to him by other legal, financial, accounting, and real estate services professionals who have come to rely on him for providing their clients with competent and reasonably-priced estate and business planning legal services. Rob is a proud father of 5 children and his wife of 38+ years is his paralegal and best friend.

THIS TOPIC IN A NUTSHELL

[01:30] His career background

[02:00] Why estate planning is an upbeat law practice

[03:00] About the company: Vial Fotheringham LLP

[03:50] Concept and history of Trusts

[05:10] Law of Equity or Law of Fairness

[07:00] Main use of Trust nowadays

[11:41] Other situations or issues where estate planning is used for

[12:25] Trust as a tax reduction vehicle

[14:54] Different types of Trusts

[17:09] Gifting a property with a mortgage

[19:00] Benefits of Foundation and Charitable entity in estate planning

[22:16] Charitable Remainder Trusts

[25:26] Why should younger individuals have an estate plan?

[26:20] Importance of having a Will of testament

[29:36] Types of Trusts that are beneficial to RE investors

[30:59] Downside of Irrevocable trusts

[31:32] Taxes for Trusts

[34:33] Grantor defective trusts

[38:17] Advice to his 25-year-old self

[39:54] First Entrepreneurial endeavor

[41:36] His Formal and Informal training that shaped his journey

[43:36] The Deal that got away

[45:22] Best way to reach out to Rob

KEY QUOTES

[06:50] The main use of Trust nowadays is that it’s a way for people to hold their own assets for themselves. It’s like taking out everything in your pocket and putting it in your other pocket and calling it your Trust pocket. By doing that, it avoids a lot of disadvantages of owning a property in your own name. For example, if you die, your family has to go to a probate or court proceeding that could take months to years as a mandated process, however, if you have a Trust, it avoids the need to go to court and makes it convenient to transfer assets to your family.

[37:08] You can be a pig when it comes to tax avoidance, just don’t be a hog. Take your fair share, do as much avoidance as possible, be as aggressive as you can be, but don't be fraudulent and avoid every possible tax and creditor because usually you will pay a much higher price in the end.

[41:48] Estate planning is a deeply intimate law practice with people’s lives. When they come to me, they’re not just looking to sell or be sold a trust or a will. They’re coming to you to talk about their family, and a lot of their family issues are very painful or distressing to them. I can sit there and talk about legal structure but really a lot of times what they’re asking me is “Hey, Rob, what would you do?”. I need to take my hat off as a lawyer and be somebody who they can relate to and talk to them about how to handle their estate plan.

SUMMARY OF BUSINESS

Vial Fotheringham, LLP - A mid-sized law firm formed in 1998 with offices in Oregon, Utah, Arizona, and Colorado providing a broad range of legal services to individuals, businesses, and homeowner associations. Areas of particular emphasis include estate planning, real estate transactions, business entity formation and advising, commercial litigation, homeowner association representation and assessment collections, and construction-defect litigation.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneur #entrepreneurlife #coaching #motivation #mindset #business #success #mindfulness #goals #mentoring #success #estateplanning #trusts #estate #trustplanning #lastwillandtestament #lawyers #revocabletrusts #irrevocabletrusts #taxreductionvehicle #capitalgain #probate #attorney #wills #financialplanning #willsandtrusts #estateplan #estateplanningattorney #powerofattorney #guardianship #trusts #elderlaw #financialfreedom #law #livingwill #money #familylaw #probateattorney #legal #assetprotection

YOU MAY CONTACT ROB FOTHERINGHAM VIA:

Phone No: 503-684-4111

Email: rcf@vf-law.com

Website: https://vf-law.com/

LinkedIn: https://www.linkedin.com/in/rob-fotheringham-2253b39/

Social media:

Facebook: https://www.facebook.com/vial.fotheringham.1

Instagram: https://www.instagram.com/vf_lawyers/

Twitter: https://twitter.com/vflawyers

YouTube: https://www.youtube.com/user/VialFother...

36. How tragedy made me a successful Investor! with Steve Rozenberg

AJ and Chris Shepard — Wed, 30 Jun 2021 11:00:00 -0700

ABOUT STEVE ROZENBERG

An international commercial airline pilot who, after the tragedies of 9/11 was forced to realize that his “Safe and Secure Career” was nowhere near as safe and secure as he had thought. Steve chose real estate investing to be able to control his own destiny and create his own generational wealth.

Parlaying all of the success from real estate investing and property management growth. Steve has gone on to be one of the most well-known influencers in the Real Estate Community, he is a top contributor to BiggerPockets as well as other top level Real Estate platforms. He has been a guest and collaborated on countless panels, webinars, masterminds, conferences, podcasts as well as being a published author and popular speaker.

THIS TOPIC IN A NUTSHELL

[01:30] His career background

[01:58] Turning point of his career

[03:15] Building a property management company

[05:15] Lifestyle that he wanted to achieve

[07:00] His philosophy on the books that he wrote

[08:58] Derivatives of the life he wants

[10:30] Coaching and mentoring people

[13:05] How to get things done

[16:04] Fear as a good driver

[17:08] Ability to leverage Real estate

[18:25] His recipe for success

[22:18] Leveraging virtual assistants

[23:03] On taking massive action

[24:30] Setting a date to accomplish your goals

[27:01] Coaching style that he applies to his clients

[29:20] Leadership vs. Management

[32:10] Advice to his 25-year-old self

[32:33] First Entrepreneurial Endeavor

[34:00] Formal and Informal training that shaped his journey

[35:03] Biggest mistake and what he learned from it

[36:49] Best way to contact Steve

KEY QUOTES

[16:18] Fear is a very good driver. It is a paralyzer, but it is also a driver. Fear of being in that position when your “should” become a “must” and I had to figure out how to feed my family. The one thing that I remember the most is that someone else was in control of my life. I thought to myself that I’ve got a good airline job, I’m set for life, nothing can go wrong and because I took the path of laziness, I let someone else dictate how my life could form.

[17:05] The one thing I love about real estate is the ability to leverage. You can leverage money, people, time, and even knowledge from other people. Conversely, the challenge with real estate is knowing who to leverage, how much to leverage, and to what extent you should leverage people at.

[18:25] Success has a recipe, it’s not magic. If you look at successful people, they follow a very simple recipe for what they do. Every day the best thing about us living and breathing is we get to wake up and make a decision of what we are going to be today. Are we gonna be a loser or we gonna be a winner? So, every day it resets and you can’t carry across yesterday and you don’t know what tomorrow is. So, I’m a big believer that every day I reset my day, I know what I have to do and I execute.

[25:20] Being the hardest worker in the room only makes you the most tired. If the people who worked the hardest were the most successful, construction workers and day laborers would be the wealthiest people on the planet, but they’re not. We think that being busy we’re gonna be successful and it’s a lie that we tell ourselves. The way that you are successful by being action-oriented is by being very focused.

SUMMARY OF BUSINESS

Steve created the fastest growing property management company in the state of Texas. Managing over 1,000 properties across 3 major metropolitan cities. Steve built the business up and created maximum cash flow positioning his company for a very profitable exit. Along with growing his property management company, Rozenberg has flipped, owned, and wholesaled hundreds of single-family homes and apartment complexes across the US.

Steve Rozenberg University was established in 2013 with its mission to increase investor education and wealth building to others around the world. It has produced over 100 video seminars for its “Owner Education Series” and “Steve Rozenberg On the Road”.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #propertyinvestment #investing #realestateinvestor #investor #investments #invest #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneur #entrepreneurlife #coaching #coach #motivation #mindset #business #lifecoach #leadership #success #mindfulness #entrepreneur #lifecoaching #goals #mentoring #success #mentorship #motivationalspeaker #author #tragedy #focus #leverage #goalsetting #leadership #management #propertymanagement #airlinepilot #influencers #speaker #educator #contributor #podcasthost #fear #derivatives #mentoring #leverage #recipeforsuccess #massiveaction

YOU MAY CONTACT STEVE ROZENBERG VIA:

Email: sw.rozenberg@gmail.com

Website:https://steverozenberg.com/

BiggerPockets: https://www.biggerpockets.com/users/stever4

LinkedIn: https://www.linkedin.com/in/steve-rozenberg-20593553/

Social media:

Facebook: https://www.facebook.com/SteveRozenberg1

Instagram: https://www.instagram.com/rozenbergsteve/

Youtube:

35. Design-build technology with Keeley O'Brien

AJ and Chris Shepard — Wed, 16 Jun 2021 11:00:00 -0700

ABOUT KEELEY O’BRIEN

Keeley O’Brien is the CEO and President of O’Brien Company and LLC. With more than three decades of experience in the construction and development industries, Keeley began his career in construction as a Laborer digging ditches. He graduated with a Bachelor’s degree in both Construction Engineering Management and Business Administration. Keeley has worked on a diverse array of projects that ranged from light rail construction in New Jersey to luxury condo development in Arizona. In 2011, Keeley founded O'Brien and Company LLC, a leading design-build firm that was recently recognized by Inc 5000 as Portland's 5th fastest-growing private company.

THIS TOPIC IN A NUTSHELL:

[01:27] About O’Brien company

[02:01] How he got started in the Construction and Development Industry

[05:36] What does it mean to be technologically advanced?

[07:10] Building information on management system libraries

[08:50] Virtual Designs and accessibility for clients

[09:48] e-Permit process for virtual designs

[10:48] Biggest gain for virtual design-build technology

[13:07] Platform they use for designs and architecture

[14:40] How they minimize paperwork for projects

[17:30] On duplicating designs and custom-building structures

[18:44] Benefits on the material list and pricing

[19:00] Changes in the development industry for the next 10 years

[20:00] Animation and 3D designs via virtual reality

[24:29] Collaboration with contractors

[25:40] Incorporating the program into ongoing projects

[26:45] Challenges during Implementation of virtual process

[29:40] People in the team adverse to the use of technology

[32:25] Advice to his-25-year-old self

[33:28] First Entrepreneurial endeavor and the deal that got away

[34:38] Formal and Informal training that shaped his journey

[36:24] His biggest mistake and what he learned from it

[37:38] Best way to reach out to Keeley

KEY QUOTES:

[04:50] Real estate and construction are probably the most grinding industry there is but also the most rewarding. Because at the end of the day, when you see all these people enjoying that year and a half’s work that you put into this beautiful winery, or brand-new hotel and they’re having fun. You can say “I did that” and it’s super rewarding that way.

[09:01] Our goal is to remove the change orders and changes in the field. If we can get rid of all those items, it’s gonna be faster, clients will be happier and there’s a lot less frown in the field. Because our clients can actually visualize it before we even start the construction, we like the real-time design changing so that’s what we’re pushing hard for.

[17:46] What is really powerful in my mind is the custom building of unique stuff. If you can master this technology, it will make this very complex and challenging project a lot simpler and that's our ultimate goal - to make design and construction simple.

[29:37] I think it is human nature that people are sometimes reluctant to use this advanced technology especially for those who are in their mid-40s or 50s. Things have changed so much and we are starting in this industry where it’s just mind-blowing, you just can’t almost keep up with it. You just need to spend some time and learn, especially the visualization side of it.

SUMMARY OF BUSINESS

O’Brien & Company is a mid-sized general contractor and design-build firm that services Central Oregon, the Oregon Coast, Willamette Valley, and Portland Metro communities. The company exists to build projects that excite our clients and the community alike. O'Brien & Company specializes in unique projects such as wineries, breweries, distilleries, restaurants, hotels, event venues, single-family residential homes, small projects, maintenance, public works, etc. Our public works projects include ground-up and renovation of schools, fire stations, churches, etc. We have in-house design, estimating, project management professionals including expertise in land use, pro forma modeling conceptual design, and development.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #realty #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realtorlife #properties #investmentproperties #realestateinvestment #business #REinvesting #wineries #entrepreneur #entrepreneurlife #construction #architecture #design #building #interiordesign #renovation #engineering #contractor #home #concrete #constructionlife #civilengineering #builder #interior #architect #heavyequipment #civil #homedecor #engineer #work #house #constructionsite #carpentry #homeimprovement #tools #art #roofing #constructionworker #virtualdesign #designbuild #designbuildtechnology #virtualreality #developmentindustry #construction #constructionindustry #generalcontractor #designbuildfirm #breweries #distilleries #renovation #inhousedesign #estimating #conceptualdesign

YOU MAY CONTACT KEELEY O’BRIEN VIA:

Email: keeley@obrien-co.com

Website: https://obrien-co.com/

LinkedIn:

34. Cross-border Investing with Lauren Cohen

AJ and Chris Shepard — Wed, 09 Jun 2021 11:00:00 -0700

ABOUT LAUREN COHEN

Lauren Cohen is an International Lawyer, Realtor and Foreign Investor Expert. Originally from Toronto and now in South Florida, Lauren is also a best-selling author and sought-after speaker, and she launched her podcast, Investing Across Borders, in late 2020. Lauren and her turnkey team believe in overcoming obstacles and navigating global expansion for business owners and real estate investors while offering access to unique passive income options. Lauren’s superpower rests in paving a path to immigration visas through real estate and business investment, navigating the path for clients to invest, live, work and play across borders.

THIS TOPIC IN A NUTSHELL:

[01:23] Lauren’s career background

[02:20] Her mission and motto in life

[02:35] How she got started in the immigration space

[04:11] What made her decide to get into real estate

[05:11] Creating a support system and strategy on Investing across borders

[06:26] Challenges of investing internationally

[07:25] 8 Elements of Cross-border investing

[09:04] Different regulations on Investing from different countries

[09:50] Short and Long-term goals in getting a visa

[10:06] Additional requirements for passive foreign investors

[11:46] Avoiding double taxation issue from both countries

[13:18] Benefits of Tax treaty

[14:57] Pitfalls of Cross-border investing

[15:34] Real estate as a path to immigration

[17:00] Benefits of getting a visa

[19:50] Time Frame on getting a visa for foreign investors

[22:22] Steps or requirements that foreign investor should comply

[26:30] Currency issues and compliance to receiving foreign money

[30:14] Advice to realtors who want to partner with foreign investors

[30:57] Additional opportunities for foreign investors

[32:03] Visa benefits that apply to your family member

[34:20] Advice to her 25-year-old self

[35:22] First Entrepreneurial endeavor

[36:00] Formal and Informal training that shaped her journey

[38:22] Her biggest mistake and what she learned from it

[39:50] How to reach out to Lauren Cohen

KEY QUOTES

[05:49] If you’re a foreign investor, you are navigating through that complex maze that will cost you so much, if you don’t do it right. There are so many people who wait until it's too late to get that guidance and get that help. It’s always much more costly to fix the problem as opposed to preventing it.

[16:06] The biggest pitfall I see with foreign investors is the lack of strategy and planning, because if you do ever want to think about the visa, then you should definitely plan it from the get-go. The other thing is, a lot of people think that getting a visa means you have to move to the US but that’s not true. A visa is an option, it gives you flexibility, a visa right now is a big asset in your pocket. It’s all about having those short-term and long-term goals planned out from the get-go, so you can achieve them instead of having to reinvent the wheel later.

[28:12] The worst thing that realtors, investors, or anybody can do to their clients is to try to touch on something that isn’t in their lane, and realtors do it all the time. They try to guide their clients on what they should do. Just defer and refer, because at the end of the day, it’s gonna save you so much trouble. I know a lot of syndicators who worked with foreign nationals, so there's an opportunity for you, it’s just a matter of handling the compliance side of it.

SUMMARY OF BUSINESS

At eCouncil Global, our concierge offerings include customized strategic advisory and risk management solutions for growing businesses. We build an overall support team to advise, guide, and travel alongside our clients in every aspect of the process of growing their businesses, whether through our internal team members or our fully-vetted strategic resource partners. Our unique combination of expertise and experience proves invaluable for domestic business owners and foreign nationals alike seeking a quarterback to coordinate all of the moving parts whether to attract capital, assist foreign nationals seeking entrée to the U.S., and companies seeking to expand and grow their businesses in creative ways, to name a few.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #REinvesting #entrepreneur #entrepreneurlife #cashflow #multifamily #foreigninvestors #immigrants #immigration #visa #canada #immigrationlawyer #immigrationlaw #immigrant #citizenship #undocumented #greencard #usa #permanentresidency #migration #dreamers #america #immigrantstories #lawyer #taxtreaty #crossborder #crossborderinvesting #foreignmoney #doubletaxation #opportunities #foreignnationals #realestatepath #visatimeframe

YOU MAY CONTACT LAUREN COHEN VIA:

Email: Founder@ecouncilglobal.com

My virtual biz card: ezcard.com/laurenesq

Website: https://ecouncilglobal.com/

LinkedIn: @lauren-a-cohen,

33. Student housing acquisitions with Mark Weinstein

AJ and Chris Shepard — Fri, 04 Jun 2021 11:00:00 -0700

ABOUT MARK WEINSTEIN

Mark Weinstein is the President and Founder of MJW Investments. After beginning his career as an attorney, he founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Since then, he has acquired over $1,500,000,000 of student housing, apartment, commercial, industrial, and self-storage buildings. MJW currently owns a portfolio worth 1,000,000,000 MJW was rated 7th largest Commercial Developer by LABJ and Mark was voted one 500 most influential people in LA for 6th straight year.

THIS TOPIC IN A NUTSHELL:

[01:16] How he got into real estate

[03:10] Acquiring student housing properties during college days

[06:10] Challenges or hurdles in the development sector

[07:36] Value-add projects

[10:30] Opportunity cost from first few deals

[11:45] Insights learned on drifting away from your niche

[14:00] How to analyze deals to increase NOI

[16:45] Ways they add value to properties

[19:00] Organizational groups joined for networking

[21:00] Seasonal arena on student housing

[21:28] Difference between Student housing from Multifamily

[22:30] How the pandemic affected the student housing industry

[22:51] Why student housing is more difficult to manage?

[24:27] Student housing renovations

[28:00] Advice to investors

[30:00] Starting a coaching program

[31:07] Philanthropy activities and mentorship program

[33:48] Co-GP platform

[38:04] Advice to his 25-year-old self

[39:15] First Entrepreneurial endeavor

[39:48] His Formal and Informal training that shaped his journey

[41:08] The Deal that got away

[42:57] How to reach out to Mark

KEY QUOTES:

[10:30] I tell people that the loss of money there wasn’t a big deal, it was the opportunity cost. What people tend to not focus on is not that you lose money on a particular deal, but that I lost the opportunity to do all the things that were really making me a lot of money, which is much simpler, much more on my core competency and much more controllable.

[29:59] When you do good things, great things come back. Just do good in the community, be a good person, it's infectious and it gets others to do things. I do a lot of philanthropy with other real estate people, so those people that I’ve mentored over the years want to partner with us. So that platform also helped us see more great deals and great sponsors.

[42:27] I’d say some of the best deals that you do are the ones that you don’t do because often you don’t make a mistake, you made the right decision, you didn’t do it and that freezes you up to do so many other great things. Your time is a commodity and getting involved in a bad deal can make you go sideways, you worry about it, you’ll get engrossed in that bad deal and you’ll miss all the good deals around you.

KEYWORDS:

NOI (Net of Income) - is the amount an individual earns after subtracting taxes and other deductions from gross income.

Cost segregation - is a commonly used strategic tax planning tool that allows companies and individuals who have constructed, purchased, expanded, or remodeled any kind of real estate to increase cash flow by accelerating depreciation deductions and deferring federal and state income taxes.

SUMMARY OF BUSINESS

MJW Investments specializes in the acquisition, development, and asset management across a diverse portfolio. Our successful emphasis on revitalizing and repositioning multifamily and student housing properties has grown our current portfolio to nearly 1,000 multifamily units and 6,500 student housing beds across eight states.

Throughout its more than 35-year history, MJW Investments maintains its passionate vision to stimulate economic prosperity, build communities and enrich individual lifestyles by pioneering intelligent urban redevelopment projects. MJW’s unrelenting effort to achieve success for its partners and investors is responsible in part for the company being named one of the largest developers in Southern California by the Los Angeles Business Journal.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #REinvesting #entrepreneur #entrepreneurlife #cashflow #multifamily #passiveincome #multifamilyinvesting #mentors #organization #netincome #businessportfolio #multifamilyrealestate #investment #passivewealth #passiveinvestor #nestegg #commercialrealestate #financialfreedom #studenhousing #costsegregation #philantrophy #opportunitycost #coachingprogram #valueaddprojects #valueadd

YOU MAY CONTACT MARK WEINSTEIN VIA:

Email: MWeinstein@mjwinvestments.com

Website:https://mjwinvestments.com/

LinkedIn: @MarkWeinstein, @MJW_Investments

Social media:

Facebook: https://www.facebook.com/mjwinvestmentsinc/?ref=hl

Twitter:

32. Understanding Liability coverage with Jeremy Goodrich

AJ and Chris Shepard — Wed, 26 May 2021 11:00:00 -0700

ABOUT JEREMY GOODRICH

Jeremy is the owner of Shine Insurance agency and the host of the REI Clarity podcast. He’s a teacher at heart and he simplifies insurance by giving step-by-step guidance along the way. Before Shine, he was an elementary school teacher, helping countless kids fall in love with art, math, science, and writing. After 13 years of teaching, he decided it was time to change the way people feel about insurance. Jeremy carried the heart of an educator over and he's been making insurance simple for first-time homebuyers and real estate investors even since. He's also the host of Youtube's #1 most-watched independent insurance agency channel.

THIS TOPIC IN A NUTSHELL:

[01:25] His career background

[02:06] How Shine Insurance started

[04:40] Pain points of Insurance coverage for Realtors

[05:23] Two ways to purchase insurance

[05:30] Buying insurance as Captive Provider

[06:30] Buying as an Independent Insurance agent

[10:11] On getting quotes from insurance companies

[14:50] Timeline in getting a quote

[16:45] Determining the coverage of Insurance policies

[18:00] Replacement cost policies and ACV coverage

[20:03] Differences of DP1, DP2, and DP3 Insurance policies

[22:46] Importance of Liability coverage insurance

[25:00] How do you write coverage for each asset

[25:56] Pros and cons of coverage for multifamily

[27:01] Pricing of insurance companies

[29:55] Property’s track record and risks considered in coverage

[32:35] Why Insurance companies have different pricing?

[34:25] Advice to his 25-year-old

[35:21] First Entrepreneurial Endeavor

[36:14] His Formal and Informal training that shaped his journey

[37:44] The Opportunity that got away

[39:43] How to reach out to Jeremy

KEY QUOTES

[22:45] In my opinion no matter what you’re asset-based is, no matter how much money you have, no matter how many properties you have, going without liability coverage is a huge mistake. Liability coverage covers when bad things happen to other people because of you or your property.

[23:19] The reason why Liability coverage is so important is that you just have no idea what the number is. Like, if your single-family home burns down, you just lost $200,000 or if you have to deal with lawyers it will cost you money too. All those things that you should have been doing yourself and you’ve been dealing with lawyers and paying for yourself is just happening with the Insurance company and you don’t even necessarily know it’s being dealt with because it’s just taken care of.

[28:00] For insurance pricing, I can say without question that there is no magic ball, it’s not a number that just comes from nowhere, though I agree that it feels like that. These numbers are based on claim experience for a given type of property. All these data points create a hard reason for insurance pricing. Having said that, especially in commercial real estate insurance, there is flexibility and that’s what makes it feel like a magic ball. Pricing is based on hard numbers, especially in multifamily.

KEYWORDS:

DP1 Policy - is a type of home insurance policy that protects a house from 11 named perils – most notably fire. It's usually used to ensure vacant homes but can also be used for rental properties if landlords are on a tight budget.

DP2 Policy - is a type of home insurance policy that protects a house from 16 named perils including burst frozen pipes.

DP3 Policy - is a type of insurance policy that covers everything else except for what is mentioned specifically as excluded in the coverage.

SUMMARY OF BUSINESS

Shine is an independent insurance agency committed to making our clients & our community better. Not only are we able to provide the best insurance experience you never imagined, but our Rise by Lifting Others program also directs a portion of every policy premium to organizations that address homelessness. Whether it’s insurance for HOME & AUTO or REAL ESTATE INVESTORS, the result is smart policies, with the highest rated companies, at incredible prices. Our mission is to change the way you feel about insurance. We take something complicated and make it understandable. Advice is provided every step of the way and advocacy when you need us most. When you get insurance from Shine it actually counts for something, whether you need to use it or not.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network, is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

#investmentproperty #realestate #investment #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #realtorlife #properties #investmentproperties #realestateinvestment #REinvesting #entrepreneur #entrepreneurlife #money #business #finance #financialfreedom #wealth #entrepreneurship #passiveincome #multifamily #commercialrealestate #insurance #insuranceagent #insurancebroker #business #autoinsurance #homeinsurance #finance #insuranceagency #businessinsurance #financialplanning #insuranceclaim #protection #financialfreedom #insurancepolicy #liabilitycoverage #insurancepricing #insurancequote #creditscore #trackrecord #insurancecompany #shineinsurance

YOU MAY CONTACT JEREMY GOODRICH VIA:

Email: jeremy@shineinsurance.com

31. Verified Investing with Lance Pederson

AJ and Chris Shepard — Fri, 21 May 2021 11:00:00 -0700

ABOUT LANCE PEDERSON

Lance Pederson is the Founder of Verivest and the host of The Real estate Risk Report podcast. He is also the Principal of Fairway America, a private equity real estate firm based in Portland. He has worked in the middle-market real estate space for more than 13 years and has helped over 180 entrepreneurs' architects pooled investment funds. He’s passionate about the power of transparency in building trust between sponsors and investors.

THIS TOPIC IN A NUTSHELL:

[01:25] His career background

[03:30] How Verivest started

[05:21] Verivest as Fund managers

[06:10] Mutual fund structure

[09:13] Advisory consulting practice

[12:00] Work they do at the back end

[12:55] Measuring engagements with Investors

[14:45] How to structure Syndication deals

[15:53] Removing friction between Sponsors and Investors

[16:58] Verifying track record as middlemen for both parties

[19:35] Tracking post-investments for deals

[21:13] Pros and cons of Single-asset syndication vs. Fund-type space

[24:25] Benefits of GP co-invest fund

[26:10] Advice to new Syndicators

[29:42] Track record that you need to move up the ladder

[31:50] Having a robust pipeline

[33:40] Leveraging your own team

[34:40] Having a good analyst on the team

[39:11] Advice to his 25-year-old self

[40:13] His First Entrepreneurial endeavor

[41:06] Formal and Informal training that shaped his journey

[42:02] The Deal that got away

[44:05] How to reach out to Lance

KEY QUOTES:

[10:42] All the stuff that most real estate guys hate, we try to create services to do those things so they can just focus on acquisitions and asset management and fundraising at the highest level.

[18:35] What I see in the industry is that it’s stopping people from participating because they don’t know who to trust. So, to me, how can we solve that problem? Well, we have to be that third-party fund administrator, we have to be as independent as we can be. I’m not the investor and I’m not the guy who's taking the money. We have to make sure that they are doing what they’re supposed to do and we offer a track record verification service.

[27:35] If you obsess with the metrics or the economics on the deals or the only thing that how investors make decisions, you’re sunk, right now. What you need to be more focused on is your narrative, what’s your story? What makes you different? How do you look for deals and how do you get that deal?

[28:03] As much as I’d like people to be more analytical about it, all investors are still making emotional decisions. So, I’m saying get your story down and have them fall in love with you before they even find out what the damn terms are. But when they do find out the terms, send a signal to them that says you’re being intellectually honest with yourself about the realities. Show them that you’re willing to be aggressive and prove yourself.

SUMMARY OF BUSINESS

Verivest is a first-of-its-kind platform designed to bring transparency and trust to middle- market real estate investing. Sponsors are verified through background due diligence and portfolio monitoring, allowing investors to find, assess, choose, and monitor the right deals for their investment goals more confidently.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #REinvesting #entrepreneur #entrepreneurlife #money #business #finance #financialfreedom #wealth #entrepreneurship #passiveincome #investments #verified #middlemarketing #backgroundcheck #blindpoolfund #raisingcapital #syndication #accreditation #businessportfolio #accreditedinvestors #beyourownboss

YOU MAY CONTACT LANCE PEDERSON VIA:

Email: lance@verivest.com

Website: https://verivest.com/company

LinkedIn: @lancepederson, @verivest, @real-estate-risk-report

Social media:

Facebook: @Verivest @realestateriskreport

Instagram @Verivestverified @Realestateriskreport

Twitter: @Verivest

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication |

30. Level up your Sales process with John Martinez

AJ and Chris Shepard — Mon, 17 May 2021 11:00:00 -0700

ABOUT JOHN MARTINEZ

John Martinez is a serial entrepreneur, and highly sought-after sales expert. John is best known for his sales training in the real estate investment industry. Having trained over 500 of the country’s top Real Estate Investors and their teams, his scripts and sales & negotiation strategies have transformed the real estate investment industry and are now widely accepted as the industry's gold standard.

THIS TOPIC IN A NUTSHELL:

[01:30] His career background

[02:50] How he started with opening up a sales training

[04:30] Why choose sales?

[07:13] Taking the leap from W2 job into being an entrepreneur

[08:40] Dealing with rejection on sales

[10:42] What kept him to pursue sales

[12:24] Burn the ships mentality

[13:15] Foundations of what he teaches his clients

[14:21] Deal killers of the sale process

[15:36] Lead conversion instead of lead generation

[16:54] Developing a system for sales process

[17:50] Data-driven sales process

[20:00] The first step: Outline what’s wrong and how we fix it.

[21:20] Inside-out methodology

[22:44] Why sales process is important

[23:26] Focus of their sales training

[26:05] Uncovering seller’s motivation

[27:30] Finding out the influencers of the decision-maker

[28:34] The Secret sauce: Negotiation

[29:29] Resetting their expectations

[31:00] Negotiation tactics and techniques

[33:25] Sample of influencers in decision making

[39:00] How to address the decision-makers and influencers

[40:00] What is a good sales call?

[41:10] Advice to his 25-year-old self

[43:28] His First Entrepreneurial endeavor

[45:33] His Formal and Informal training that shaped his journey

[46:38] The Deal that got away

[48:13] How to reach out to John

KEY QUOTES:

[09:43] The biggest challenge was forcing myself to go out there and deal with the massive amount of rejection. Once I started to make sales though, my mind started to shift a bit and I realized that you’ll start to get used to it over time.

[15:36] The majority of what we do is Lead conversion. The first thing that we usually look for is to look for leads and once you have them, you’ve got to convert them. If you don’t convert those into deals, somehow all the leads in the world are worthless. Lead generation is great but converting a lead into a deal is where we focus.

[19:17] In every industry, we use the exact sale process. At the end of the day, a sale is a sale, the way people make decisions whether you are a small or big business, it doesn’t change how human beings think or make decisions. Whether it’s a small or big client, in and out of real estate investment, we teach the exact same thing.

[23:40] The most successful sales team that we trained did not come from real estate nor sales, they’re just good people who can follow directions. At the end of the day, sales are like any other part of the organization. It’s a process, a checklist that needs to be repeated over and over again.

[44:30] My whole vision of success was just people who know how to win all the time. What I’ve learned from my experience is that there’s a lot to lose, but if you keep on losing, inevitably you get enough wins to keep on climbing up that ladder. It’s not just taking action but it’s about not giving up.

SUMMARY OF BUSINESS

Midwest Revenue Group's sales training and coaching provides companies and independent professionals with a proven, practical road map for filling their prospecting pipelines, improving their closing ratio and increasing sales and profits. The process, in and of itself, helps business professionals differentiate themselves from their competition when selling.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #REinvesting #entrepreneur #entrepreneurlife #influencer #decisionmakers #salesacademy #salescoach #sales #salestips #salestraining #salescoaching #salesfunnel #salesstrategy #saleslife #salesmanager #salestrainer #businesscoach #salesman #salesteam #salesperson #entrepreneur #business #salesforce #marketing #salespeople #businesstips #salesandmarketing #motivation #salesmanagement #entrepreneurmindset #success #salesalesale

YOU MAY CONTACT JOHN MARTINEZ VIA:

Email: john@midwestrev.com

Website: https://midwestrev.com/

LinkedIn: @johnmartinezsalestraining

Social media:

Facebook – @JohnMartinezSalesTrainer

Instagram – @johnmartinez.official

Youtube: The REI Sales Academy

CONNECT WITH US

For more ...

29. The Go-giver way with Bob Burg

AJ and Chris Shepard — Wed, 12 May 2021 11:00:00 -0700

ABOUT BOB BURG

Bob Burg is a sought-after speaker and the author of a number of books on sales, marketing, and influence, with total book sales of well over a million copies. His book, The Go-Giver, coauthored with John David Mann, itself has sold over 975,000 copies and has been translated into 29 languages.

His and John’s newest parable in the Go-Giver Series is The Go-Giver Influencer. Bob is an advocate, supporter, and defender of the Free Enterprise system, believing that the amount of money one makes is directly proportional to how many people one serves. He is also an unapologetic animal fanatic and is a past member of the Board of Directors of Furry Friends Adoption, Clinic & Ranch in his town of Jupiter, Florida.

THIS TOPIC IN A NUTSHELL:

[01:23] His career background

[02:35] How the book started and how people can relate to it

[03:50] Shifting your focus from getting to giving

[04:40] What sustainable success means

[06:00] About the book “Go-giver”

[06:22] Five Laws of Stratospheric Success

[06:39] Law 1: Value

[07:26] Law 2: Compensation

[07:52] Law 3: Influence

[09:05] Law 4: Authenticity

[10:00] Law 5: Receptivity

[11:46] Law of life when it comes to giving

[12:50] Tips on how to provide value to others

[13:10] Difference between a price and value

[13:50] Value in the eyes of the beholder

[15:24] Understanding your customers

[16:20] Unconscious operating system

[17:50] The great influencer

[20:00] Breaking down barriers with people

[21:20] Seeking what other people really mean

[24:52] Advice to his 25-year-old self

[25:40] First Entrepreneurial Endeavour

[27:27] His Formal and Informal Training that shaped his journey

[28:48] The Deal or Opportunity that got away

[31:58] How to reach out to Bob Burg

KEY QUOTES:

[03:01] The basic premise is simply shifting your focus from getting to giving and by giving we simply mean constantly and consistently providing immense value to others. Understanding that doing so, is not only a more pleasant way of conducting business, but it’s the most financially profitable way of wealth.

[08:26] The golden rule of business is that all things being equal people will do business with and refer business to those people they know, like, and trust. There’s no faster, more powerful or more effective way to elicit those feelings toward you from others than by genuinely moving from an “I” focus to “other” focus. Make your win all about the other person’s win.

[17:50] The great influencers asked themselves the question that has the other person in focus. How does it align with their goals, how does it help them solve the problem? No one is going to do business with you because you need the money; they’re going to do business with you because they believe they’re going to be better off by doing so and that it’s in their best interest.

[21:30] Most people want to talk to someone who listens to them and wants to solve their problems and help them. So, you have to listen, not just with your ear, but with your eyes, and with your posture, to listen with your full self is very powerful. It is also important that you totally understand what they mean by that answer because we all see the world through our own eyes and we define terms in different ways.

SUMMARY OF BUSINESS

Burg Communications Inc.- Bob Burg shares how a subtle shift in focus is not only a more uplifting and fulfilling way of conducting business but the most financially profitable way, as well. For 30 years he’s helped companies, sales leaders, and their teams to more effectively communicate their value, sell at higher prices with less resistance, and grow their businesses based on Endless Referrals.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #REinvesting #entrepreneur #entrepreneurlife #cashflow #passiveincome #organization #thegogiver #value #compensation #influence #influencer #authenticity #receptivity #marketing #speaker #givingback #success #mentor #motivate #giving #inspire #mindset #author #bestsellingauthor #lawoflife #price #value #greatinfluencer

YOU MAY CONTACT BOB BURG VIA:

Email: bob@burg.com

Website: www.Burg.com www.TheGoGiver.com

LinkedIn: https://www.linkedin.com/in/bobburg/

Social media:

Twitter: https://twitter.com/bobburg

IG: https://www.instagram.com/realbobburg/

FB: https://www.facebook.com/burgbob

Youtube: @burgcommunications

...

28. Profiling your Investors with Paul Hassebroek

AJ and Chris Shepard — Fri, 07 May 2021 11:00:00 -0700

ABOUT PAUL HASSEBROEK

Paul Hassebroek founded Six Four in 2019 after a successful career in the financial advisory and family office field. During the past 12 years, Paul has been through due diligence on dozens of private equity and real estate projects and successfully fundraised $25,000,000 from investors and has acquired or built over $62,000,000 of real estate. Paul earned a B.A. in Business Administration from Augustana University (S.D.) where he was a scholarship athlete in football. Paul’s personal mission statement is to be a catalyst for growth. Paul loves helping investors identify real estate investments that help them achieve their goals.

THIS TOPIC IN A NUTSHELL:

[01:24] His career background

[02:40] Transition from financial planning to syndication

[04:24] Managing portfolios and experience with asset under management

[06:10] Having a good Investor portal and CRM system

[07:48] CRM process and how it has evolved from a financial planning background

[08:28] Prospecting and using LinkedIn to build relationships online

[09:16] Educating investors by providing value-add information

[10:50] His two types of investors: Growth and Income Investors

[12:30] Creating an Ideal avatar for Investors

[13:02] Matching specific investors with the right deal

[14:00] Automation in signing up of clients and profiling investors

[15:32] Ideal questions to ask investors

[17:38] Demonstrating your expertise in the CRM

[19:30] Pulling off a different asset class (Hospitality-driven asset)

[20:30] Comparison of multifamily to a limited-service hotel

[23:00] Navigating through pandemic in the hotel industry

[24:47] Property management in hotels

[26:52] Types of investors attracted in hospitality-driven asset

[28:03] His goal as a Syndicator

[28:38] What it means for Investors to have good experience

[29:59] Current projects working on

[32:35] Communication with the right audience and right message

[36:56] Advice to his 25-year-old self

[38:35] First Entrepreneurial Endeavor

[40:08] Formal and Informal training that shaped his journey

[41:05] The Deal that got away

[42:20] How to reach out to Paul

KEY QUOTES:

[6:34] One of the most important things for me is having a good CRM system and saying how am I going to target these people, how am I going to stay in touch with them, let them know what I am doing. In particular with high-net-worth people, if I don’t have a personal relationship with them, they’re judging me based on some of the shiny stuff like is my website easy to use. So, I built the CRM the way high-net- worth investors would want it.

[10:49] I start to categorize the investors based on whether they are the Growth investor and the Income investor. I’ve got some investors that would be happy to just get a solid rental income forever. The other one is they like to build something, they’re okay if there’s no distribution while we are building the project and when there’s a liquidation event, then they want to be paid up for the rest of what they took during the project, I call them the Growth investor.

[18:30] When I reach out to people, they know that we’re gonna stay in our focus area of expertise because they’re gonna write checks and make investments if they know that you’re going to be successful. They believe that you know that area and that you have an edge there.

[28:03] Our goal as a Syndicator is for our investors to have a good experience and have this money come back to them so that they can redeploy it to the next project. That’s probably the part of the whole cycle that I’m most excited about is people having good experience and wanting to invest in the next deal.

[29:20] When I say I want investors to have a good experience with us, it simply means that I along with my sponsor are gonna deliver what we say we’re gonna do. We underwrite conservatively and try to be as realistic as possible. So, achieving the rate of return, having good communication, so they know what’s going on is important. I want to be proactively reaching out to them to let them know what's happening.

SUMMARY OF BUSINESS

Six Four is a real estate investment firm. We believe that well-located, cash-flowing multi-family property is an attractive asset in nearly all economic conditions. We work with accredited investors looking to generate passive income from real estate. We buy, improve and operate multi-family, mixed-use, and hospitality projects in the Midwest and the southeast U.S.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #REinvesting #entrepreneur #entrepreneurlife #cashflow #multifamily #passiveincome #multifamilyinvesting #mentors #passiveinvesting #organization #businessportfolio #multifamilyrealestate #investment #passivewealth #passiveinvestor #crmsoftware

#hospitality #hotels #financialplanning #linkedin #syndication #prospecting

#automation #profilinginvestors #multifamily #propertymanagement #hospitalitysector

#incomeinvestors #growthinvestors #qualifiedinvestors #apartments

YOU MAY CONTACT PAUL VIA:

Phone: (561) 448-9648
<...

27. Business growth with Cliff Hockley

AJ and Chris Shepard — Mon, 03 May 2021 11:00:00 -0700

ABOUT CLIFF HOCKLEY:

Cliff is a Certified Property Manager® (CPM) and a Certified Commercial Investment Member (CCIM). He is the President of Bluestone and Hockley Real Estate Services and has extensive experience representing owners of commercial, investment, and residential properties. In addition to property management, he has served as an advisor, developed budgets, made value improvements to buildings, and trained on- and off-site staff.

Cliff is a frequent contributor to industry newsletters and serves as an adjunct professor at Portland State University, where he teaches real estate-related topics. He is the author of two books 21 Fables and Successful Real Estate Investing; Invest Wisely Avoid Costly Mistakes and Make Money, books that help investors navigate the rough shoals of real estate ownership.

THIS TOPIC IN A NUTSHELL:

[01:26] His career background

[03:01] Joining Bluestone Hockley company

[04:29] Growth of the company over the years

[06:50] Retention of good employees

[07:35] Constant communication to clients

[08:12] Surviving the recession

[11:10] the Best part of his book

[14:30] Difficulties in managing properties with tenants

[17:00] Multifamily vs Commercial properties

[17:40] Why Multifamily is more labor intense

[20:12] Successful stories with the company’s growth

[23:31] Transition program for employees to work from home

[24:40] Importance of having a good operations team

[26:26] How their organizational structure grew

[28:00] Implementations done to generate more income

[34:40] Understanding the business and planning for it

[36:43] Business visibility and referrals from friends

[40:00] Handling the management team

[41:35] Why he likes to be involved in the Brokerage department

[42:40] Handling the most important aspect of the business

[44:59] Golden rule of real estate

[46:43] Syndication business

[47:58] Drop & Swap - Dissolution of Partnerships

[48:58] Innovation of technology in the business

[52:12] Advice to his 25-year-old self

[53:26] His First Entrepreneurial endeavor

[55:25] Formal and Informal Training that shaped his journey

[56:53] His Moby Dick of real estate or the Deal that got away

[59:54] How to reach out to Cliff Hockley

KEY QUOTES:

[16:40] One of the most difficult lessons we learned is that you can’t make enough money in certain parts of the business

[21:16] One of the pieces of the puzzle for us is that helping our clients grow, helps us grow as well.

[27:11] The most important thing a business can do is to have monthly financials that the owner of the company can review. It’s absolutely critical, you’ve got to ask are we making money? Where are we losing money? It takes a lot of discipline and that’s just a critical piece of the puzzle. Then you’ve got to figure out where your revenue is coming from.

[31:02] The way investors make money is by owning real estate. Property management companies it’s a step to see what is working and what does not work, but owning your own real estate is really the magic to personal wealth and increasing your net worth.

[35:40] If you have a company and you don’t have a roadmap, you will not grow. You might grow a little by accident, but if you have a roadmap and you set goals, then you will grow.

Summary of Business:

Founded in 1972, Bluestone & Hockley Real Estate Services is a leading full-service real estate company managing over 2 billion dollars in assets, which include 1650 Residential units, 7000 HOA units and 2 million square feet of commercial property in the Pacific Northwest.

Bluestone & Hockley's well-balanced portfolio includes both urban retail and large anchored retail centers, medical, industrial, mixed-use office buildings, apartment communities, houses mobile home parks, condominiums, and homeowner associations.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #REinvesting #entrepreneur #entrepreneurlife #cashflow #multifamily #passiveincome #apartmentinvesting #multifamilyinvesting #mentors #passiveinvesting #organization #businessportfolio #multifamilyrealestate #investment #passivewealth #passiveinvestor #nestegg #commercialrealestate #financialfreedom #syndication #brokerage #apartmentbuildinginvesting #survivingrecession #employeeretention

You may contact Cliff Hockley via:

Phone: (503) 459-4359

Email: chockley@bluestonehockley.com

Website: https://www.bluestonehockley.com/

LinkedIn: @bluestone-&-hockley-real-estate-services/

Social media:

FB:

26. Achieve your goals with Jim Roman

AJ and Chris Shepard — Wed, 28 Apr 2021 11:00:00 -0700

ABOUT JIM ROMAN

Jim Roman is the Director of the Business Owner’s Institute. He has been helping small business owners and professionals build better businesses and better lives for themselves, their families, and their communities for more than 20 years. A highly respected speaker, trainer, and coach, Jim’s results-oriented programs and talks inspire and empower people to take action. Jim has worked with thousands of businesses and organizations to figure out what is holding them back so they can break through their barriers, accelerate their growth and work to live instead of living to work.

THIS TOPIC IN A NUTSHELL:

[01:22] His career and business background

[02:01] How he started with coaching in property management

[04:31] Finding out the Five drivers to people’s dreams and aspirations

[07:30] Getting the work done in a way that gives you the life that you want

[08:03] Building up a process that scales up

[10:06] The principles of “Cash flow Quadrant”

[10:47] Choosing your business maturity date

[11:50] Waypoint - What is the next step that you need to take

[12:40] Timeframe that you set for your goals

[13:06] Setting up realistic goals

[14:20] Contribution to Business Networking International (BNI)’s growth

[18:50] How you get referrals by offering solutions to prospects

[19:28] Pains and struggles in growing the BNI chapter

[22:20] Benefits of having a regular mentoring meeting with the team

[23:53] How powerful credit works

[25:10] Building a business that can run by itself

[25:26] Getting your Number 2 to think like Number 1

[27:10] Current projects and building a network list of contractors

[28:39] Shortage of Contractors and Vendors

[29:30] Advice to his 25-year-old self

[30:22] First Entrepreneurial Endeavour

[31:15] His formal and Informal training that shaped his journey

[32:28] The Deal that got away

[35:08] How to reach out to Jim

KEY QUOTES:

[05:23] Finding out what drives them to achieve their dreams and aspirations makes a big difference. You can see people’s spirit lift when you get them to dream again, so asking their 5 drivers and where they want to be, their dreams and aspirations is better than just asking them why you do what you do.

[11:10] Most people set a 10-year goal and I tell you it’s hard to set a 10-year goal when most people give up in 5 years or less. If you set a business maturity date for 2 to 3 years from now, you’re going to push harder than you would 10 years from now.

[13:00] Successful people set realistic goals. A lot of people would like to double their business in 6 months and give up when they’re not even close and quit. Given where you are today, what should be the next step? You need to take that one-way point and break it down into more bite-size pieces and it might take time for you depending on the waypoint that you want to achieve.

Summary of Business:

Business Owners Institute® (BOI) is a management mentoring system that provides advice and guidance for small business owners and their teams through a hands-on approach (in the trenches). BOI guides our clients and customers through the UPS and DOWNS of business by working alongside you to take your business from entrepreneurial management to professionally manage (where it can run with or without you so you have time to do the things you want to do). Our experts enable small business owners and their teams to develop the knowledge, skills, and mindset necessary to create a more productive and profitable business.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #REinvesting #entrepreneur #entrepreneurlife #mentors #businesscoaching #businesscoach #business #coaching #businesstips #entrepreneur #businessgrowth #businessowner #motivation #success #lifecoaching #entrepreneurship #businessstrategy #leadership #businessmindset #growyourbusiness #coach #marketing #businessconsultant #mindset #businessmentor #businessquotes #growyournetwork #financialfreedom #realisticgoals #goalsetting #fivedrivers

You may contact Jim Roman via:

Phone: 804-938-8326

Email:jim@boiva.com

Website: https://www.jimromanonline.com/

LinkedIn: https://www.linkedin.com/in/jimromanonline/

Blog: www.jimromanonline.com/blog

Social media:

▪ Facebook: https://www.facebook.com/JimRomanSpeaker/

▪ YouTube: www.youtube.com/user/JimRomanOnline/videos

▪ Twitter: https://twitter.com/JimRomanOnline

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn |

25. Sell the Farm level commitment with Whitney Sewell

AJ and Chris Shepard — Fri, 23 Apr 2021 11:00:00 -0700

ABOUT WHITNEY SEWELL:

Whitney is the Founder of Life Bridge Capital LLC. His passion is helping investors secure financial security via the exceptional opportunities that multifamily syndication offers. He is also the host of The Real Estate Syndication Show, where he has now interviewed over 850 experts providing cutting-edge tools and strategies for the syndication business. Whitney and his wife Chelsea are on a mission to help other families through the process of adoption. They have personally endured the financial burdens that the process puts on families and have committed 50% of their profits to this goal. Whitney and Chelsea have three children by adoption.

THIS TOPIC IN A NUTSHELL:

[02:00] The Why of the business

[03:00] How Life Bridge Capital started with the mission of adoption

[05:38] Transition from a military background to real estate

[09:06] Exposure to Commercial Real estate

[09:59] His journey toward Syndication

[11:55] Lessons learned from deals and hiring experts to fill in the gap

[13:04] Reaching out to the right mentors to help you

[14:43] Investing in yourself with the knowledge you need

[17:06] Advice to first-time investors on getting started

[18:30] On giving up the horse training business and selling the farm

[20:20] Level of commitment that you need to have

[21:30] Launching a daily podcast

[22:40] Building a team and system for the daily podcast

[24:39] Process that you can automate in the business

[29:02] Automation of Podcast process

[35:37] Advice to his 25-year-old self

[36:33] First Entrepreneurial Endeavor

[37:51] His formal and Informal training shaped his journey

[38:39] The Deal that got away

[42:20] How to reach out to Whitney

KEY QUOTES:

[06:10] One thing though that military has taught me is the “Never give up” mentality. When you’re at war it’s not an option to give up. I mean people’s lives are counting on you performing. So, that has helped me in business as well as in many areas

[19:30] Having that level of commitment to focus on the syndication business allowed us to get to where we are now. It gave us a passion for that, faith for it, and stamina because It was such a sacrifice to commit to the daily podcast, start doing deals, working with investors, doing the adoption process, all those things at the same time, it took just massive levels of commitment. So, I would ask our listeners like are you committed to this? Because it’s not going to be easy.

[31:28] Having the system automated for the podcast guest is very crucial. I don’t have time to go back and forth with the guests to 3 or 4 times about their bio, or the questions that they want me to ask on the show and things like that. So, it has to be very automated and it helps us a lot.

[35:40] My advice to my younger self is to “think bigger”. Think about where you are going. Back then, I don’t have much focus and guidance on where I wanted to go. I did not have the vision of building a business and it’s difficult to break free from the mindset of just having a “stable job”. You have to believe that you can accomplish bigger things.

Summary of Business:

Life Bridge Capital is a leading real estate syndication company. We offer our investment partners the opportunity to leverage shares of multifamily rental properties into a passive monthly income. Our experienced investment team thoroughly evaluates properties to find assets that have vast potential but are currently devalued due to disengaged management. Once identified, we aggressively act on acquiring and improving the asset, with a proven property enhancement and management plan, resulting in exceptional returns for our investment partners.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #REinvesting #entrepreneur #entrepreneurlife #raisingfunds #syndication #cashflow #multifamily #passiveincome #apartmentinvesting #multifamilyinvesting #mentors #passiveinvesting #multifamilyrealestate #investment #entrepreneur #passiveinvestor #commercialrealestate #multifamilysyndication #financialfreedom #biggerpockets #finance #apartmentsyndication #passivewealth #apartmentbuildinginvesting #syndicator

You may contact Whitney Sewell via:

Email: whitney@lifebridgecapital.com

Website: https://lifebridgecapital.com/

LinkedIn: https://www.linkedin.com/in/whitney-sewell/

Social media:

▪ Facebook: https://www.facebook.com/lifebridgecapital

▪ Instagram: https://www.instagram.com/whitneysewell/

▪ Twitter: https://twitter.com/whitney_sewell

▪ Youtube: @WhitneySewell

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/
· LinkedIn |

24. Going all in with Trent Werner

AJ and Chris Shepard — Mon, 19 Apr 2021 11:00:00 -0700

ABOUT TRENT WERNER

Trent is a Real Estate Broker, Investor, and Portfolio Facilitator. In Trent's professional career he strives to help as many people as possible create wealth through real estate and wants to help his clients achieve financial independence. He is also a Co-Host of the Desk Talk Podcast that focuses on business, personal development, and ALL things real estate. Outside of his career, Trent coaches a high school baseball team, has an amazing wife and enjoys playing golf whenever possible.

THIS TOPIC IN A NUTSHELL:

[01:23] His career background

[02:37] How he got started in Real Estate and Investing

[04:40] Major life event that altered his life perspective

[09:35] First project: Buying a Duplex

[10:52] Starting a rental portfolio

[11:38] Opportunities to partner with some people to buy more real estate

[12:46] Benefits of buying Duplex compared to Single Family homes

[15:43] Process on closing the deal

[17:25] Takeaways from first few projects

[18:32] Using hard money loan to finance the property

[19:07] Rewards that you get from serving tenants

[20:18] Finding value-add properties through MLS

[22:02] Negotiation process on buying a condo

[23:54] Key to success on doing his last 3 deals

[27:34] Using an offsite professional to become more efficient

[29:31] What is an offsite professional and how they can help you

[30:40] Biggest learning curve and challenges on Coaching

[33:10] Using technology (Loom video) to train team members

[35:31] Advice to his younger self

[36:20] First Entrepreneurial Endeavor

[37:43] How Formal and Informal training shaped his journey

[39:20] The Deal that got away

KEY QUOTES:

[07:47] When someone goes through a traumatic experience, it alters their perspective on life. It forces them to understand life at a deeper level. Going and hanging out with your friends is always a fun time but doing something more with your life is even cooler, in my opinion.

[19:10] I had tenants who were thanking me because they feel like the property was not taken care of by the previous owners. So now I understand the reward that you get outside of the financial piece and just being able to get a 120-year-old building back to what it should be and it was even more rewarding than fixing and saving money on contractors, that sort of thing.

[23:58] I think the key to the success of deals that I have done is just taking action and not getting stuck on analyzing a bunch of deals. It’s okay to fail and I try to learn everything I can from them and take that on the next deal. The ability to not be afraid of making mistakes and understand that mistakes are going to be made is something that helped me grow in the last 2 or 3 years.

SUMMARY OF BUSINESS

Trent has been a Real Estate Broker in Oregon for three years and Washington for two years. He has an ownership interest in six rental units and is in the process of flipping a condo in Southwest Portland. Over the last three years in real estate, he has increased sales business by 40% on average year over year while doubling his investment portfolio in the same time frame.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #investors #REinvesting #entrepreneur #entrepreneurlife #portfoliofacilitator #broker #brokerage #realestateagent #realty #realtors #listing #househunting #luxuryrealestate #homegoals #housegoals #luxuryliving #greatvalue #home #forsale #realestateexperts #newlisting #sold #realestatebroker #homes #coaching #podcasthost #passivewealth #podcast#destalkpodcast #duplex #multifamily #portland #portlandoregon

You may contact Trent Werner via:

Email: Trent@uptownpm.com

LinkedIn: https://www.linkedin.com/in/trent-werner-6a8b40ab/

Portfolio: https://www.trentwerner.com/

Podcast: https://desktalkpodcast.buzzsprout.com/

Social Media:

▪ Facebook: https://www.facebook.com/TJWRealEstate

▪ IG: https://www.instagram.com/realtortrentw/

▪ Podcast: https://www.instagram.com/desktalkpodcast/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www....

23. Bluefishing with Steve Sims

AJ and Chris Shepard — Wed, 14 Apr 2021 11:00:00 -0700

ABOUT STEVE SIMS

Steve is the visionary founder of the world’s first luxury concierge that delivers the highest level of personalized travel, transportation, and cutting-edge entertainment services to corporate executives, celebrities, professional athletes, and other discerning individuals interested in living life to its fullest.

Quoted as “The Real-Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve is the best-selling author of "Bluefishing - the art of making things happen”, sought-after coach and a speaker at a variety of networks, groups, and associations as well as the Pentagon and Harvard – twice!

THIS TOPIC IN A NUTSHELL:

[01:28] His career background

[03:10] How he started offering quality life experiences

[05:28] Pillars of his Philosophy

[06:30] How his book (Bluefishing) started and why he wrote it

[08:48] Recent activities and Inner Circle

[09:15] Methods of his principles and belief

[11:50] Aspirational marketing

[12:56] Solution-based marketing

[14:18] People’s aversion to change

[16:20] How he offers a solution for his clients

[17:34] Win-win solution

[19:30] How Podcast brings in people to you

[22:06] What you bring to the table

[25:01] How successful-minded people think

[25:40] The Beauty of Failure

[26:10] Challenges and Experience as his mentor

[29:30] Sole purpose of the podcast today

[32:10] Advice to his 25-year-old self

[32:54] First Entrepreneurial endeavor

[33:25] His Formal and Informal Training that shaped his journey

[34:43] The Opportunity that got away

[36:45] How to reach out to Steve Sims

KEY QUOTES:

[21:59] Any relationship you get into whether it will be real estate investing, or trying to get a deal, whether you are trying to brand yourself, what do you bring to the table, and how is that a solution to somebody else’s problem?

[25:01] The billionaires and millionaires lean into failure. They lean in and go where did that go wrong? The beautiful thing about failure is no one remembers it when you got it right. Failure is the education on how to get the next one better.

[32:28] I don’t want my younger self to miss out on all the empowerment he’s going to get from all the mistakes he makes, and to remove yourself from that, would be doing myself a disservice.

SUMMARY OF BUSINESS

Bluefish is an internationally famous company that makes once-in-a-lifetime events happen for the rich and the famous. We offer the highest level of personalized travel, transportation, and cutting-edge entertainment services to corporate executives, VIPs, celebrities, professional athletes, and other discerning individuals interested in living life to its fullest. Bluefish serves quality life experiences to the elite of taste and mind.

ABOUT THE WESTSIDE INVESTORS NETWORK

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #investors #REinvesting #entrepreneur #entrepreneurlife #luxuryconcierge #lifeexperience #concierge #events #podcast #motivation #reality #aspirtionalmarketing #marketing #solutionbasedmarketing #solutionbased #affluent #wealthy #richkid #challenges #successfulmindedpeople #success #speaker #coach #famous #celebrities #winwinsolution #bluefishing #makethingshappen #solutions #luxury

You may contact Steve Sims via:

Email: Steve@stevedsims.com

LinkedIn: https://www.linkedin.com/in/sdsims/

Website: http://stevedsims.com, https://www.thebluefish.com/

Podcast: https://www.stevedsims.com/podcast/

Social Media:

▪ FaceBook: @stevedsims

▪ Twitter: @stevedsims

▪ IG: @stevedsims

▪ Youtube: @stevedsims

Additional Links:

The Book: https://www.stevedsims.com/book/

Join my Inner Circle: https://simsdistillery.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Net...

22. Private Note Lending with Michael Jones

AJ and Chris Shepard — Fri, 09 Apr 2021 11:00:00 -0700

ABOUT MICHAEL JONES:

Mike was born and raised in Upstate New York. With a career spanning working at a craft brewery, sound, and electronic engineering, and 5 years as a STEM tutor, Mike began studying note investing and soon focused on owner-occupied single-family residential debt. The math of amortized debt made sense as well as helping others stay in their home. With the success from his first fund and his investors paid, Mike and his wife Shelly now work and travel the country in their RV. Mike’s mission is to help improve the lives of others.

THIS TOPIC IN A NUTSHELL:

[01:06] Company background: First Position Capital LLC

[01:59] Introduction to Note Investing and how it works

[04:38] How he got into Note Investing

[06:50] Definition and characteristics of a Note

[07:50] Examples of Notes

[09:00] Buying Criteria on Note Investing

[10:00] How you can earn through Note Investing

[14:25] Process when buying a Note

[17:18] Due diligence and Foreclosure

[19:25] His first few deals and lessons learned from it

[25:40] Raising funds and difference between syndication and note investing

[27:30] Structure of Return on Note Investing

[30:20] Having a Fiduciary mindset

[31:15] His experience with mentors and gurus

[34:00] Future of Note market

[36:20] Non-performing and performing notes

[37:45] Forbearance notes

[40:20] Communication with Investors on Return

[43:48] His advice on his 25-year-old self

[44:50] First Entrepreneurial Endeavor

[46:18] His formal and informal training that shaped his journey

[48:50] The Deal that got away

KEY QUOTES:

[20:17] On dealing with sellers when I’m reducing my offer price, I present evidence on why I do that. Like you just found out that the buyer is three years behind on taxes or they’re in bankruptcy, so that calls for a discount. So, if I get a bigger discount, I get a bigger return, which means my risk is bigger too.

[25:23] When I got through that first deal, it opened up like a whole new world for me. I remember when I’m writing the investment summary and my hands are shaking. You make these choices in life and you knew that when you’ve come up on the other side, you’re not going to be the same person, so that’s terrifying sometimes.

[32:08] When people trust you, some people abuse and use that. I foresee that if I want to stay in this business, you’ve got to have that fiduciary mindset.

Keywords:

▪ Arbitrage - the simultaneous buying and selling of securities, currency, or commodities in different markets or derivative forms to take advantage of differing prices for the same asset.

▪ Rule 506(c) - allows companies to advertise their securities offerings to the general public without having to register with the SEC, as long as the securities are only sold to accredited investors and the company verifies that the investors are accredited.

▪ Rule 506b - can raise an unlimited amount of money and can sell securities to an unlimited number of accredited investors. However, it is subject to the following requirements: no general solicitation or advertising to market the securities.

Summary of Business:

First Position Capital LLC is a company investing in paying first position loans, mortgages and trust deeds secured and backed by Insured Real Estate. On a mission to help accredited investors replace their job income with non-leveraged, secured, insured, and cash flowing first position real estate backed notes.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #realty #realtorlife #properties #investmentproperties #realestateinvestment #business #investors #REinvesting #entrepreneur #entrepreneurlife #raisingfunds#lending #mortgage #finance #lender #loans #loanofficer #refinance #money #mortgagebroker #financing #business #mortgagelender #homeloan #mortgagebrokers #mortgagelending #homeloans #mortgagetips #mortgages #banking #funding #note #notelending #promissory #mortgageloans #privatelending #mortgagerates #autoloan #hardmoneyloan #noteinvesting #firstpositioncapital #trustdeeds

You may contact Michael Jones via:

Phone: 503.432.6070

Email: michael.raymond.jones@gmail.com

Website: https://1stpositioncapital.com/

LinkedIn: https://www.linkedin.com/in/michaelraymondjones/

Social media:

Instagram: @first_position_capital

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

·&...

21. Apartment Investing for 30 years with Steve Rose

AJ and Chris Shepard — Mon, 05 Apr 2021 11:00:00 -0700

ABOUT STEVE ROSE:

Steve Rose founded Bristol Equities, Inc. in January 1990 and remains as Chief Executive Officer and Principal. He graduated from Woodbury University with a degree in Business Administration and Marketing / Economics. Steve is an active member of various government and legislative groups such as the Oregon Legal Services Legislative committee and State of Oregon Seismic Safety Policy Advisory Commission.

WHAT YOU WILL HEAR:

[01:28] How Bristol equities started

[02:17] His journey in Apartment investing

[05:20] Difference of investing back then and now

[06:02] Reasons on how to stay in the business for long

[07:20] Steps taken to have that first investment

[09:20] Challenges of First Few deals

[13:50] How to be competitive in the market

[18:20] Why Portland is a good market?

[19:40] Progress on deals over the years

[22:32] Partnerships on business

[24:04] Business operations and partnering with vendors

[27:56] How to find a good market for Apartment investing

[35:27] Leveraging your employees

[37:12] Advice to his 25-year-old self

[39:59] First entrepreneurial Endeavor

[41:54] His formal and informal training shaped his journey

[46:05] The Deal that got away

KEY QUOTES:

[32:10] Dealing with investors is a huge challenge and a lot of my experience prepared me for the upside and the downside of running the business. In our 31 years of business, we had 3 recessions and there have been downsides for sure. Those early experiences I had helped me understand the basics of the business.

[42:40] Don’t rely on others to do your homework. Do it yourself. Understand the investment and realize that the success of the investment is ultimately your responsibility.

[43:00] If the deal is right, pay up and shut up. I’ve seen too many people trying to negotiate small amounts of money and lose deals that were the right fit for them. Ultimately there will be some regrets trying to shed a nickel here and there.

Summary of Business:

Bristol Equities, Inc. was established in 1990. In 2014, Bristol Equities, Inc. created Bristol Urban Apartments, a division that is focused on the management of our residential properties. Our specialty is vintage and historic properties ranging from 1890 to 1965 with an interest in enhancing the classic features which appeal to our residents.

Our current portfolio includes 38 multifamily properties in the city of Portland with 919 apartment units and 6 commercial/retail properties located in Oregon and Georgia. As general contractors, we have extensively renovated over 60 projects over the past 31 years and most buildings have historical significance. In addition to our apartment portfolio, we have engaged in the business of converting apartments to condominiums.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperty #realestate #investment #realtor #property #realestateinvesting #propertyinvestment #investing #realestateinvestor #investor #investments #invest #propertymanagement #home #rentalproperty #realty #realtorlife #properties #forrent #investmentproperties #realestateinvestment #business #investors #apartmentinvesting #apartmentliving #architecture #bristolequities #bristolurban #portland #REinvesting #portlandpropertymanagement #apartmentbuildings #tenants #landlords #modernhomes

You may contact Steve Rose via:

Email: steve@bristolequities.com

Website: https://www.bristolurban.com/

LinkedIn: https://www.linkedin.com/in/steve-rose-739b7713/

Social media:

Instagram: @steelheadrose @bristolurban

Facebook: @Steverose @BristolUrbanApartments

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linked...

20. Customer Retention with esteemed author Joey Coleman

AJ and Chris Shepard — Wed, 31 Mar 2021 11:00:00 -0700

ABOUT JOEY COLEMAN

Joey Coleman is a recognized expert in customer experience design and an award-winning speaker. He works with organizations around the world ranging from small startups to major brands such as Volkswagen Australia, Zappos, and Whirlpool. His First 100 Days® methodology fuels the remarkable experiences his clients deliver and dramatically improves their profits. His Wall Street Journal #2 best-selling book, Never Lose a Customer Again, offers strategies and tactics for turning one-time purchasers into lifelong customers. When not speaking to audiences around the globe (both virtually and in-person), Joey enjoys spending quality time with his amazing wife and two young sons.

WHAT YOU WILL HEAR:

[01:40] His career background

[02:28] What influenced him to write the book “Never lose a customer again”

[03:30] How human psychology applies to different career tracks

[06:40] Values learned from parents that influenced his career

[10:05] Success stories of implementing the principles of his book

[12:30] Most important aspect for tenants and customers

[15:30] Using technology and preferred mode of communication for the tenants

[18:00] Benefits of regularly communicating with clients

[20:00] Affirmation Phase of the customer or Buyer’s remorse

[24:30] Improvement on stages and process in Property management

[28:20] Using other people’s positive experience to grow your network

[34:24] Eight phases that customers go through

[38:28] About the book “Never lose a Customer again”

[41:55] Advice to his 25-year-old self

[42:53] First Entrepreneurial Endeavor

[45:06] His formal and Informal training that shaped his journey

[48:43] The opportunity that got away

[51:10] Importance of acknowledging your accomplishments

KEY QUOTES:

[2:57] In every job that you have, the way to succeed is to have a key understanding of the human condition. Why do humans do the things they do? And what can we do to convince or persuade them to do the things that we like them to do

[13:25] Often people confuse the finish line in the conversation with our customers. We anticipate the finish line is at one point when the reality is our customers see the finish line much later, and if we’re not paying attention to where they think the finish line is, you’re not going to have happy clients for the long-term.

[18:45] We have to look at what’s the most important to the audience that we’re serving, what’s most important to tenants and owners. A lot of times those little extra touches can go a long way towards making deposits to a bank account for when things go wrong.

[22:50] If we don’t address that in the relationship early on, that difference between our excitement that we got the deal, and the other side of the table which is fear, doubt, and uncertainty on how this relationship will work out. That gap only increases over time, so you have to do things to affirm the decision that they’ve made to work with us.

Summary of Business

Design Symphony is a customer experience branding firm. We're a Creative Digital Agency focused on the development of Apps, Web Design, Interactive Installations, Print, & Creative Consulting / Direction. We tell stories, paint pictures, and create compelling environments to enrich a new generation of Interactive Design. Hello, we are Design Symphony, LLC.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#humanexperience #entrepreneurs #thinkandgrowrich #neverloseacustomeragain #humanpsychology #investing #financialfreedom #wealth #success #motivation #entrepreneurship #investinginyou #entrepreneurlife #financialeducation #mindset #financialindependence #investingtips #goals #customersfirst #customerengagement #consumerinsights #customersatisfaction #customers #customercare #customerjourney #customersuccess #customerloyalty #customerretention #customerexperience #tenants #landlords #owners #clients #customerservice #customerappreciation #happycustomer #customerfeedback #customerreviews #business

You may contact Joey Coleman via:

Email: joey@joeycoleman.com

LinkedIn: https://www.linkedin.com/in/joeycoleman1/

Website: https://joeycoleman.com/

Podcast: https://www.experiencethisshow.com/

Social Media:

▪ Twitter: @thejoeycoleman

▪ Facebook: @joey.coleman.18

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

...

19. Finding the Right partners with Brian Burke

AJ and Chris Shepard — Fri, 26 Mar 2021 11:00:00 -0700

ABOUT BRIAN BURKE

Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm. He has acquired over half a billion dollars’ worth of real estate over a 30-year career including over 3,000 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, and constructed self-storage, but prefers to reposition existing multifamily properties.

Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications and is a frequent public speaker at real estate conferences and events nationwide.

WHAT YOU WILL HEAR:

[01:25] His career background and journey to real estate

[04:35] Raising capital from his cop friends

[05:30] How he survived the great recession

[06:49] Fundamentals of investing in a recession-proof market

[08:43] Flipping model and buying properties amidst market trends

[12:25] Ways to build a good track record

[14:02] Advice to someone who wants to invest

[14:55] Three Trust curves of Real estate

[19:40] Two ways to approach the Real estate industry

[20:15] Criteria on finding business partners

[22:30] How he found the right partner

[24:00] Benefits of having the right partnership

[29:13] What Multi-partners bring to the table

[33:50] Advice to his-25-year-old self

[34:18] First Entrepreneurial Endeavor

[36:14] How his formal and informal training shaped his journey

[38:00] Hiring experts that are out of your league

[38:50] The Deal that got away

KEY QUOTES:

[14:55] You have to get across 3 different Trust Curves. The first trust curve is that they have to trust that real estate is a good place to invest money. The second is that they have to trust you and the third is the deal. You have to show them a deal where they can make money. So, if you can’t hit on three of those, you’re not raising money from anyone.

[19:55] The two different ways to approach this business is that you can either start small then grow it or you can try to go straight to the top, but the failure rate for choice B is a lot higher.

[22:10] The last thing you need is yourself for a partner, because that adds no value. You need someone to bring something that you don’t have. If you can find the right partner, you can go from a small-time business person that no one’s ever heard of to someone who’s in the front page of a newspaper.

SUMMARY OF BUSINESS:

Praxis Capital, Inc. is a vertically integrated real estate private equity investment firm that combines an entrepreneurial approach with an institutional infrastructure. The executive team at Praxis combines more than 100 years and $5 billion of experience in the multifamily sector; including ownership and/or management of over 100,000 apartment units. With over $200 million in assets under management, the focus at Praxis is to implement both tactical and strategic models to acquire underperforming residential real estate assets in US growth markets that we can transform through renovation and repositioning. At Praxis, we aren’t content merely to see opportunities others don’t. Or to simply seize opportunities others can’t. We believe in “creating” value…and we have done just that over 750 times since 2001.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #realestate #investor #additionalincome #propertymanagement #passiveincome #investmentproperties #realtors #investments #investing #investment #money #business #realestate #financialfreedom #wealth #success #motivation #entrepreneurship #passiveincome #realestateinvesting #investinginyou #futurefunding #propertymanager

#passiveincomestream #hustle #businessowner #entrepreneurlife #financialeducation #businesspartners #wealthy #residualincome #realestateinvestor #earnmoney #financialindependence #investingtips #passiveincomeinvesting #goals #sidehustle

You may contact Brian Burke via:

Email: brian@praxcap.com

LinkedIn: www.linkedin.com/company/praxcap

Website: www.PraxCap.com

Biggerpockets: www.BiggerPockets.com/SyndicationBook

Social Media:

▪ Instagram: @praxcap/ @investorbrianburke

▪ Facebook: @praxcap/

▪ Twitter: @praxcap

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube |

18. Multifamily Investing with Michael Becker

AJ and Chris Shepard — Mon, 22 Mar 2021 11:00:00 -0700

ABOUT MICHAEL BECKER

Michael Becker is a Principal at SPI Advisory LLC and heads SPI’s Dallas, Texas office. Under Michael's leadership, over the past 8+ years, SPI Advisory has acquired approximately 10,000 units in the Dallas & Austin markets. Before forming SPI Advisory, Michael was a 15-year veteran Commercial Real Estate Banker. Over the last 5 years of his banking tenure, Michael focused exclusively on multi-family properties, where he was the number one loan producer for his division at a Top 3 National lender for his last 3 consecutive years. Michael is a lifelong resident of North Texas and a graduate of The University of North Texas with a BBA in Finance.

WHAT YOU WILL HEAR:

[01:14] His Career Background

[02:30] His journey to Real estate

[07:06] Tipping point to Investing

[11:12] Prioritizing high-value task and delegation to team members

[12:31] The two most important things that Syndicator do

[15:38] Dealing with Brokers

[16:38] Tips on consistently getting deals

[18:30] First Few Deals

[23:20] Dallas market and other competition

[25:29] Advice on someone who wants to invest

[29:50] Cap rates, Migration, and Interest rates on Current market

[35:50] Advice to his-25-year-old self

[36:37] First Entrepreneurial Endeavor

[37:05] How his formal and informal training shaped his journey

[40:25] The Deal that got away

KEY QUOTES:

[7:15] I told myself if this guy can invest in real estate with no money, no professional skillset, and connections, what am I doing? I am not utilizing what I have at my disposal, all the relationships, connections, and knowledge that I have. So, I decided to jump now and take the risk, or else I might regret it later.

[12:55] If you’re a syndicator, two things are most important that drive revenue. You’ve got to find deals and you’ve got to find the money. You have to talk to investors and brokers, look for deals, then everything else is noise.

[38:11] One thing that we did really well is that every time we had a transaction, we would do a post mortem on it. We would go back on what worked well and what’s not, what should we adapt and change and it’s a matter of finding better ways of doing things along the way.

SUMMARY OF BUSINESS:

SPI Advisory specializes in repositioning multi-family assets. Through professional asset management and a high level of integrity, SPI Advisory increases the value of properties while improving quality of life for its residents. SPI Advisory derives stakeholder value through hands on asset management and construction oversight. Our exclusive multi-family focus enables better pricing of value and risk to identify projects with superior risk-adjusted returns.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #realestate #investor #additionalincome #propertymanagement #passiveincome #investmentproperties #realtors #investments #investing #investment #money #invest #business #realestate #financialfreedom #wealth #success #motivation #entrepreneurship #passiveincome #realestateinvesting #investinginyou #futurefunding #propertymanager

#passiveincomestream #hustle #businessowner #entrepreneurlife #financialeducation #mindset #wealthy #residualincome #realestateinvestor #earnmoney #financialindependence #investingtips #passiveincomeinvesting #goals #sidehustle

You may contact Michael Becker via:

Email: mbecker@spiadvisory.com

LinkedIn: https://www.linkedin.com/in/michael-becker-spiadvisory/

Website: https://www.spiadvisory.com/

Watch: http://www.multifamilyinvestingshow.com/

Social Media:

▪ Instagram: @multifamilyinvestingshow

▪ Facebook: @multifamilyinvestingshow

▪ Twitter: @MultifamilyS

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn |

17. Passive Real Estate Investment Strategies with Taylor Loht

AJ and Chris Shepard — Wed, 17 Mar 2021 11:00:00 -0700

ABOUT TAYLOR LOHT

Taylor, the host of Passive Wealth Strategies for Busy Professionals, invests in real estate syndications both actively and passively. He highlights and distills the knowledge, experiences, and lessons of expert real estate investors through his podcast, YouTube channel, and email newsletter. He believes that building passive streams of income is the best path to wealth generation. Taylor lives in Richmond, Virginia, where he started and runs the monthly Richmond Multifamily Investors Meetup, trains Brazilian Jiu-Jitsu, and actively contributes to BiggerPockets.

WHAT YOU WILL HEAR:

[01:09] His journey and motivation towards Real Estate

[04:54] Values learned from parents

[11:32] Inbound and Outbound strategy

[14:28] Steps to foster the relationship to investors

[17:25] Applying a proven model and strategy from mentors

[18:52] Raising capital for Syndicators

[21:19] Building your brand and connections with people

[25:22] Benefits of having a coach and a mentor

[28:21] People in the industry who have inspired him

[31:02] Learning from the experiences of other people

[34:12] Advice to his-25-year-old self

[35:08] First Entrepreneurial Endeavor

[37:08] How his Formal and Informal shaped his journey

[40:05] The Deal that got away

KEY QUOTES:

[22:03] Building a brand comes with time and can accelerate by listening to others who have done it before you, copying their ideas, taking the ones that resonate with you, and applying them to your business. Those partnerships come with time and effort too in building relationships.

[25:04] The most successful people in the syndication space are very good at forging those connections and finding out people’s deeper motivations and desires and doing their best to add value to that as much as they can.

[36:12] If you look at it and see how tall it is you need to climb, it’s going to be a lot harder to climb. But if you just look at the next step in front of you and take that step, it’s a lot easier to just keep on doing that, rather than to stare and peak the whole time.

SUMMARY OF BUSINESS:

Passive Wealth Strategy helps passive investors participate in large, passive real estate investments. Taylor invests in value-add multifamily and self-storage properties using syndication. He partners with accredited and sophisticated investors to acquire multifamily real estate in investor-friendly markets, primarily in the Southeast United States.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #realestate #investor #additionalincome #propertymanagement #passiveincome #investmentproperties #realtors #investments #investing #investment #money #invest #business #realestate #financialfreedom #wealth #success #motivation #entrepreneurship #passiveincome #realestateinvesting #investinginyou #futurefunding #propertymanager #syndication

#passiveincomestream #hustle #businessowner #entrepreneurlife #financialeducation #mindset #wealthy #residualincome #realestateinvestor #earnmoney #syndicators #financialindependence #investingtips #passiveincomeinvesting #sidehustle

You may contact Taylor Loht via:

Email: taylor@passivewealthstrategy.com
BiggerPockets: https://www.biggerpockets.com/users/TaylorLoht
Social Media:
▪ Instagram: @passive_wealth_strategies/
▪ Facebook: @PassiveWealthStrategies @taylor.loht

Additional Link:
Richmond Multifamily Investors Meetup: Richmond-Multifamily-Meetup
Website: www.passivewealthstrategy.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· &nbs...

16. Why Real Estate? with Arie Van Gemeren

AJ and Chris Shepard — Fri, 12 Mar 2021 11:00:00 -0800

ABOUT ARIE VAN GEMEREN:

Arie is the Founder & Managing Member of Lombard Equities Group. Prior to founding Lombard Equities, he was a Principal at Rising Tide Ventures, a technology and healthcare investments firm, where he focused on FinTech and real estate technology companies.

He went to UC Davis with a dual major in History and Political Science. He is a Chartered Financial Analyst and lives in the San Francisco Bay Area with his wife and two young children. He speaks Spanish fluently, an aspiring fiction author, and loves to play tennis and do Brazilian Jiu Jitsu in his free time.

WHAT YOU WILL HEAR:

[1:11] His career background and his journey in Real estate Industry

[3:45] Why Real estate is the best investment

[5:31] Investing on Stock market versus Real Estate

[9:30] How he started with Syndication

[11:23] Choosing the right market to invest

[14:23] Investment property in Portland and why it’s a good location

[17:00] More Factors to consider on choosing your market

[19:05] Bridging the gap from white collar job to financial freedom

[20:51] Comparison on Benefits of Retirement Plan vs. Real estate Investing

[25:47] Benefits of Passive Income Investment

[30:28] Two Kinds of Syndications

[32:38] Objections from Partners and other Investment options

[35:26] His advice on his 25-year-old self

[39:09] First Entrepreneurial Endeavor

[40:41] His Formal and Informal Training that shaped his journey

[45:35] The Deal that Got away

KEY QUOTES:

[8:08] The benefit of real estate is that if you maintain strict controls going in and if you know what you’re doing, you have a base level of education, I think you can control the risk pretty well. There’s a probability to weigh your outcomes in real estate in a way that you can’t with stocks. So, you can actually control the returns.

[31:08] You get the most benefit in real estate if you hold it for the long-term. If you pick the right location, pick a good asset, add some value into it, and cash flow the asset. The tax benefits and inflation over time really outweigh the benefits of selling it.

[36:54] Trust the Process. Trust that you’re on the path to something and do the best with what you’re doing and the right thing will come for you.

47:17 Don’t ever let fear dictate your decisions. Let the potential be opportunities. The rich never ask if they can afford something, instead, they say how can I afford it.

KEYWORDS:

▪ Arbitrage - is the practice of taking advantage of a price difference between two or more markets: striking a combination of matching deals that capitalize upon the imbalance, the profit being the difference between the market prices at which the unit is traded.

▪ Liquid market - refers to any market which is always available, clear and free flowing.

SUMMARY OF BUSINESS:

Lombard Equities Group, LLC is a multi-family investment company partnering with ultra-wealthy investors from the SF Bay Area and abroad to acquire value-add real estate in the Pacific Northwest, California and selective other regions. We and our investors hold for the long term. We strive to achieve liquidity through a cash-out refinance, and hold the property for the long term.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #realestate #investor #multifamilyinvesting #multifamilyrealestate #apartmentinvesting #multifamily
#syndication #apartments #investmentopportunity #realestateeducation #success #motivation #propertymanager

#cashflow #raisingcapital #alternativeinvestments #networth #richdadpoordad #entrepreneurship #futurefunding

#additionalincome #propertymanagement #passiveincome #investmentproperties #passiveincome #investinginyou

#realtors #investing #investment #money #invest #business #realestate #financialfreedom #wealth #realestateinvesting

YOU MAY CONTACT ARIE VIA:

Email: arie@lombardequities.com

Website: www.lombardequities.com

LinkedIn: https://www.linkedin.com/in/arievangemeren/

Social media:

▪ Facebook: @arie.vangemeren

▪ Instagram: @arievangemeren

▪ Twitter: https://twitter.com/arievangemeren

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

15. Business Optimization with Zach Berkompas

AJ and Chris Shepard — Mon, 08 Mar 2021 11:00:00 -0800

ABOUT ZACH BERKOMPAS

From an early age Zach has been interested in technology and how it is shaping and changing our world. His interest in technology and refining the product development process launched him into a deep interest in Ops & process automation. He now works at LeadSimple as the Head of Customer Success to help plan, develop, and train people to use the leading sales & process automation tool in the Property Management Industry. He enjoys helping companies leverage technology to grow and scale their businesses. He will go above and beyond to ensure you are successful and achieve the outcome of improving your business processes & ultimately enjoying the entrepreneurial dream.

WHAT YOU WILL HEAR

[02:35] Overview of LeadSimple

[04:17] Start of career in Automation Technology

[06:20] What led him to Real Estate Industry

[07:00] Current Investments in Real estate as side hustle

[08:32] Flexibility of Using Leadsimple as CRM and how to maximize it

[09:36] Identifying the Constraints in the business and how to resolve it

[11:36] An example of Constraint in the business - Lack of use of technology

[15:02] Scenarios on how Leadsimple can optimize the process

[18:11] Benefits of Implementing the System

[20:35] Two cycles in Property Management

[25:58] How to Personalize Automation technology

[28:26] Structure of Communication between Landlords, Owners and Tenants

[31:25] Technology Highlights that LeadSimple can do

[37:02] Advice to his 25-year-old self

[38:53] His First Entrepreneurial Endeavor

[39:50] His Formal and Informal Training that helped his journey

[42:00] Moby Dick of Real Estate / The Deal that Got Away

KEY QUOTES:

[19:23] You have to streamline your day-to-day operations before you start filling your funnel with a bunch of new leads. If your operations are messed up and you can’t leverage your team to execute well, then you’re going to have a terrible customer experience and all the marketing efforts that you spent up front, will ultimately be wasted as you lose those clients to a bad experience.

[32:30] If you can contact the owner within 5 minutes when they reach out to you, you have a higher chance on getting that client, because you got to them first, before they can check out another competitor’s site. It’s one of what Lead simple can do for you - key automation on response time.

[37:59] Build your story. Something that relates to life and not just your career, because people buy stories, they don’t buy resumes. A story that is compelling and you can execute on later in life.

SUMMARY OF BUSINESS:

LeadSimple is a platform that combines a full-featured CRM with a process management module that integrates with your property management software. It is designed to help ‍property managers simplify sales, streamline operations, and scale their businesses. We exist to tame small business chaos.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #realestate #investor #additionalincome #propertymanagement #passiveincome #investmentproperties #realtors #investments #investing #investment #money #invest #business #realestate #financialfreedom #wealth #success #motivation #entrepreneurship #passiveincome #realestateinvesting #investinginyou #futurefunding #propertymanager

#automation #technology #engineering #innovation #tech #industryautomation #industrialautomation #businesstechnology #automationengineering #software

YOU MAY CONTACT ZACH VIA:

Email: zach@leadsimple.com

Phone No: 888 626-3259 ext. 7

LinkedIn: https://www.linkedin.com/in/zachary-berkompas/

Website: https://www.leadsimple.com/

Social Media:

▪ Facebook: @zacharyberkompas

▪ Instagram: @zberkom

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitt...

14. Expanding your Network with Bryan Jenkins and Jonathan Cook

AJ and Chris Shepard — Wed, 03 Mar 2021 11:00:00 -0800

ABOUT BRYAN JENKINS AND JONATHAN COOK

Bryan Jenkins is the Principal Broker of AHI Properties. He has been a NARPM member since 2011 and holds his MPM and RMP designations. Bryan is currently serving as the NARPM Southeast Region Vice President and is a past President of the Atlanta NARPM Chapter. Bryan is the co-host of Profitable Powerhouse Properties podcast and also a veteran of both the US Navy and the US Army.

Jonathan Cook is the Business Development Manager for AHI Properties. He joined AHI Properties in late 2018 to determine strategies and incorporate new industry innovations. Jonathan is currently an RMP Candidate, a member of the Atlanta Chapter of NARPM and slated to be the Membership Committee Chair for 2021 for the Atlanta Chapter of NARPM. He is a licensed REALTOR in Alabama, and co-host of Profitable Powerhouse Properties podcast. Jonathan is married to Katie and has 3 children ages 5 to 13.

WHAT YOU WILL HEAR:

[2:04] Their journey towards Real estate Industry

[5:17] How AHI Properties started as a company

[10:45] Their Focus on quality and being hands-on across the markets

[14:00] Importance of having a larger operation with more systems in placed

[15:58] Why it is a great time to be in Rental properties

[17:57] Expanding their network to build relationships with Investors

[20:07] Dynamics of Real estate perspective used

[27:20] Adapting Technology in property management business

[32:14] Diversified strategies offered to Investors

[34:10] Educating their agents on how to properly deal with Investors

[39:00] Transition model from Accidental Landlord to Intentional Investor

[42:15] Why some Real estate professionals are not Investing

[50:15] Difference of Reactive from Proactive manager

[52:30] How to leverage other people’s money

[54:20] Importance of Cash Reserves

[56:35] Advice to their-25-year-old self

[59:00] First Entrepreneurial Endeavor

[01:03] How Informal and Informal Training shaped their journey

[01:05] Moby Dick or The Deal that Got away

KEY QUOTES:

[20:26] One of the key ingredients to our success is to bring opportunities for investors to have other investment options in multiple areas. To be that firm that brings them the opportunity to use their knowledge in multiple platforms and help them even if they’re outside our marketplace.

[22:20] To be successful in business, the two golden rules to follow is that you have to do what you say and tell them when you’re gonna do what you say.

[25:50 It’s great to meet some investor personally and be able to sit with them but it’s not exactly an effective business strategy. You’re not displaying your expertise or knowledge in the market just by talking to them, but if you can show them on their own screen and show the data and explain details why it is important, then it’s much better.

[32:14] Combination of those strategies seem to work well and once they dive in to different layers of that and understand that we don’t need to get stuck in one mole, we can do multiple things with this and not only create some instant cash flow but also longer-term stuff.

[47:55] It takes someone that understands from a bigger picture and be educated on how it makes sense in real estate. You have all the tools and knowledge to make it the least risk possible, but there will always gonna be a risk. It’s the lack of confidence and education that’s why some people don’t invest in real estate.

Summary of Business:

AHI Properties is one of Alabama's largest property management companies and currently manages over 1200 single family homes, condos and townhomes as well as some light commercial property and company assets spanning 6 states. Whether you're looking to purchase a home, or sell one, AHI Properties' real-estate staff will put their combined years of experience to work for you. AHI Properties teams up with property owners and works together to market and professionally manage properties properly and our residents can conveniently pay rent and send service request to our management staff 24 hours a day.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #realestate #investor #additionalincome #propertymanagement #passiveincome #investmentproperties #realestaterecap #undercontract #listings #realtors #investments #NARPM #NARPMSmart #investing #investment #money #invest #business #realestate #financialfreedom #wealth #success #motivation #entrepreneurship #millionaire #passiveincome #realestateinvesting #investinginyou #futurefunding #propertymanager

You may contact them via:

Website: https://www.ahiproperties.com/

Email: podcast@ahiproperties.com

Bryan's LinkedIn: @BryanJenkins

Jonathan's LinkedIn: @JonathanCook

Social Media:
▪ Facebook: @PPPwithAHI
▪ Instagram: @PPPwithAHI
▪ Twitter: https://twitter.com/PPPwithAHI

▪ Podcast page: Profitable Powerhouse Properties

CONNECT WITH US

For more information about i...

13. Assisted Senior Living with Brandon Schwab

AJ and Chris Shepard — Fri, 26 Feb 2021 11:00:00 -0800

ABOUT BRANDON SCHWAB

Brandon is a brilliant business entrepreneur who started his first company detailing boats and RVs. He had grown that business and turned his creative energy to learning real estate acquisition, development, finance and recruiting incredible partners to offer a fresh alternative to senior care in the Midwest.

WHAT YOU WILL HEAR

[01:15] How he got started in Real estate Industry

[02:40] His observation on Conditions of Nursing homes

[06:00] The hustle that he did prior to having a passive income

[07:50] Club of Investors that he opened up and how he builds his network

[14:45] How he looks for property to open up as a nursing home

[17:25] Process of Converting a house to a Nursing Facility

[19:00] How he found a partner to operate the facility

[19:38] Ways to raise the capital to open up and start the business

[22:50] How he dealt with Business partners

[27:34] Challenges of a Service-driven Industry

[29:20] Recent deals and properties converted to nursing homes

[35:13] How Typical Deal looks like for him

[38:20] Ways to Level up Home-care using Technology

[40:50] Advice to his 25-year-old self

[43:37] First Entrepreneurial Endeavor

[45:17] His Formal and Informal Training that shaped his journey

[47:02] His Moby Dick or The Deal that Got Away

Key Quotes:

[25:42]

That property taught me a ton. It was a deal that if I ought to have bought it early but at that time, I couldn’t get a bank financing that would give me a capital to buy it on our own.

[42:15]

Have I gotten into a business that always pays into actual assets over time, that would have been the best thing that could have happened. If I could only take back 14 years ago, I would be doing things differently.

[45:40]

The best education I have is joining groups and meeting other people. As I join different groups like collective genius back then, it started opening up doors for me that I don’t even know possible.

Summary of Business:

Shepherd Premier Senior Living offers a fresh alternative to Senior Care in the Midwest. Residents are attended by trained and qualified caregivers at a rate of 1 caregiver to 5 residents, Brandon’s vision has become a reality. Their homes are exactly that – renovated homes that are upgraded with sprinkler systems, state-of-the-art keypad entry systems and HD video monitoring in common areas and outdoors. Boutique Senior Living Fund is the financing arm for Shepherd that provides investors the ability to diversify into senior living with a twist. Our fund only invests in boutique senior living homes (10-20 bed) throughout the Midwest. Our funds Offering both debt and a unique hybrid of debt/equity for investors to pick from.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#brokers #investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #additionalincome #propertymanagement #passiveincome #realestate #investmentproperties #realestaterecap #undercontract #listings #realtors #investor #motivation #assistedliving #seniorliving #seniorcare #memorycare #eldercare #elderlycare #homecare #healthcare #alzheimers #caregiver #independentliving #retirement #caregiving #elderly #seniors #seniorlivingcommunity #caregivers #homehealthcare #health #care #caregiversupport #dementiacare #nursinghome #family #homehealth #assistedlivingfacility

You may contact Brandon via:

Email: brandon@shepherdpremierseniorliving.com

Online Calendar: http://www.brandonschwab.com/

LinkedIn: https://www.linkedin.com/in/brandonschwab/

Website: http://www.boutiqueseniorlivingfund.com/

Biggerpockets: https://www.biggerpockets.com/users/BrandonS432

Social media:

• Facebook: @brandonschwab

• Instagram: @brandonschwab99

• Twitter: https://twitter.com/brandonschwab

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram |

12. Hiring within Culture with Sarah Laidler

AJ and Chris Shepard — Mon, 22 Feb 2021 11:00:00 -0800

ABOUT SARAH LAIDLER

Sarah Laidler is the Designated Broker / President of Accolade Properties in Yakima and Ellensburg, Washington. Coming from a development family, she recognized first-hand the need for professional property management services. Thus, began her passion to create that which they could not find. By default, Accolade Property Management was born. Sarah is currently the President of the Washington State National Association of Rental Property Managers (NARPM). She lives outside of Yakima, Washington with her husband and two children.

WHAT YOU WILL HEAR

[1:43] How she got started in her journey to real estate

[3:50] How she got involved in management side of family business

[6:00] The best lesson she learned from her parents

[9:40] Reasons why people don’t invest in Real estate

[10:50] Advice for people to take the leap on Investing

[12:24] How to leverage the team

[14:31] Advice on how to create a great culture in the company

[16:32] Best practice and activities they implemented to connect with employees

[23:12] Benefits of having a great culture in the business

[24:45] Advice on hiring an employee and proper communication with the team

[31:44] Choosing a team member through acquaintances and relationship

[35:53] What contributes to their companies’ success

[38:13] Advice to her 25-year-old self

[39:13] First Entrepreneurial Endeavor

[41:01] How Formal and Informal Training shaped her journey

[44:20] The Deal that Got away

KEY QUOTES:

[7:01] The willingness to take the risk and have the confidence to figure it out when opportunity comes, is the core trait that I have learned from my parents.

[15:00] Having someone on your team question “the why’s” is important and recognize that they see things differently.

[15:55] To empower your employees to make decisions about their role so when they excel, they know that they have added value to the company and at the same time, when they fail, they also have the accountability in placed.

[23:12] The benefit of having a great culture is that you create a happy atmosphere in the workplace knowing that you spend a lot of time with your colleagues and that we have each other’s back. Also, there is check and balance in placed.

Summary of Business:

Accolade Properties is a company that handles property management for residential, multifamily and commercial. Our team is responsible for taking care of all aspects of managing your rental(s). For commercial rental management, these services include property maintenance and compliance, retail vacancy marketing and tenant placement, rent collection and accounting, on-call property managers, web-based portals for property owners and tenants. Also, Accolade Properties provides comprehensive and flexible real estate brokerage and consulting services.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperties #listings #realtors #investor #motivation #brokers #investments #thinkandgrowrich #rentals #businessopportunity #earnmore #additionalincome #investing #propertymanagement #passiveincome #realestate #realestate #realestateinvesting #entrepreneurship #hustle #businessowner #realestateinvestor #careers #recruiting #girlboss #business #womeninbusiness #teamwork #business #businesswomen #companyculture #employeeengagement #humanresources #teambuilding #company #leadership #workculture #culture #employeeexperience #employeeappreciation #management #workplaceculture #companyculturematters #humanresourcesmanagement #teamwork #officeculture #retention #coaching #team #companyvalues #corporateculture #entrepreneur #employeebenefits #businessgrowth

You may contact Sarah via:

Phone no: 509-969-3893

Email: sarah@accolade-properties.com

Website: https://www.accolade-properties.com/

LinkedIn: https://www.linkedin.com/in/sarah-laidler-a20b7b16/

Social Media:

▪ Facebook: @AccoladeProperties

▪ Instagram: @Accolade.Properties

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork
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11. Real Estate Development, Private Lending, Out of State Rentals with Jay Hinrichs

AJ and Chris Shepard — Wed, 17 Feb 2021 11:00:00 -0800

ABOUT JAY HINRICHS

Jay began his career in Real Estate in 1975 and has been involved in all aspects of the industry including timber and wood product harvesting, hard money lending, and single-family residential development. He became President of Langer Mortgage in Oakland, California, began a company called Cedar Mountain and Silverado Group LLC. Jay’s current business is Short Term Lending in a Capital Partner Model. Jay has also become a new home builder in two markets; Portland, Oregon and Charleston, South Carolina.

WHAT YOU WILL HEAR

[1:21] His journey on Real estate career

[5:38] How Fractional mortgages differ in California from Oregon

[7:30] His experience on getting out of bankruptcy

[9:50] How he started with building subdivisions

[13:40] How he bridge the gap from being a Real estate professional to an Investor

[16:40] When and how he started buying properties

[19:13] Good Structure for Hard money deals

[20:28] Stigma of Using hard money

[23:24] Examples of good hard money deals to use for

[29:45] Advice on how to raise capital without using hard money

[30:48] Most Recent Deals

[36:16] How to start building your track record

[38:51] Advice to his-25-year-old self

[40:03] First Entrepreneurial Endeavor

[42:18] His Formal and Informal training that shaped his journey

[43:26] The Deal that Got Away

KEY QUOTES:

[10:58] I tell my staff, “You see, 3 or 4 years from now, what we are doing today, we will not be doing that, we’ll be doing something else. It will be real estate-based, but it will be completely something different and something new.’’

[14:32] Generally speaking, you can’t earn enough money just by selling real estate to become a massive investor. You can start small and over time, you definitely can if you’re buying in the right places, if the market is good and you keep on rolling it up.

[20:53] “Some people find it scary to use hard money because they don’t fully understand the full scope of our financial system”.

[28:11] We all lose money in Real estate, if you haven’t lost money, it’s either you’re the smartest guy in the planet or you haven’t done many.

Keywords:

▪ ARV (After Repair Value) = the estimate of a property’s value after all repairs and upgrades are completed.

▪ PPM (Private Placement Memorandum) = is a legal document provided to prospective investors when selling stock or another security in a business

Summary of Business:

JLH Capital Partners is a family-run business with industry expert Jay Hinrichs at the helm. Our primary lines of business have grown to include residential development, commercial and bridge lending, and partnering with seasoned real estate professionals to pursue a myriad of joint venture projects.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperties #realestaterecap #undercontract #listings #realtors #investor #motivation #brokers #investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #additionalincome #propertymanagement #rentals #passiveincome #realestate #success #wealth #financialfreedom #motivation #money #debtfree #finance #debtfreedom #debts #mortgage #lender #home #mortgagelender #loangoals #realestate #investing #realestateinvesting #entrepreneurship #hustle #businessowner #realestateinvestor

You may contact Jay via:

Email: jay@jaylhinrichs.com

LinkedIn: https://www.linkedin.com/in/jay-hinrichs-732a802b/

Website: https://jlhcapitalpartners.com/

Social Media:

▪ Facebook: https://www.facebook.com/jay.hinrichs.395

▪ Instagram: https://www.instagram.com/jlhcapital/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· &nbs...

10. Finding your Niche with Kellie Tollifson

AJ and Chris Shepard — Fri, 12 Feb 2021 11:00:00 -0800

ABOUT KELLIE TOLLIFSON:

Kellie Tollifson is the owner of T-square properties and a sought-after speaker. She is also an active member of NARPM and also served as 2020 President of NARPM and is currently serving as the Past President. She started her journey in real estate by managing properties of family and friends and eventually the business has grown with the help of his business partner and her husband.

WHAT YOU WILL HEAR:

[1:30] How she started her journey in Real estate

[2:28] The Kind of Niche she chose on start of her career

[5:54] Her previous work experience before real estate

[9:05] Family values that she brings to the business

[10:04] How family hardships affected her values in life

[11:28] Her Long-and short-term goals

[14:10] Her ‘’Why” of Investing

[17:30] How NARPM helped the business

[23:30] Advice to those who wants to Invest

[27:05] Advice to her 25-year-old-self

[28:29] First Entrepreneurial Endeavor

[31:40] How Formal and Informal Training shaped her journey

[34:05] The Deal that Got Away

[41:30] Why she chose Property management as a career

[42:50] Reasons why people are afraid to Invest in Real estate

KEY QUOTES:

[10:34] As husband and wife, we blended together and worked really well because he’s got more of a business sense than I do and I’ve got more of a personal or relationship sense. There’s need to be a boundary for each.

[12:33] Sometimes it’s just the work ethic. If you just work hard and make the right choices, things will come around.

[14:40] ‘’The Why’’ is important in anything we do.

[16:30] The greatest thing about NARPM is the people I’ve met. They know my journey and can relate to what I do.

[24:35] My husband is patient enough to wait for the right deal to come along. It needs to be the right transaction for you, the right environment financially or whatever.

[29:19] I was not born a risk-taker but I have grown into one.

Summary of Business:

T-Square Properties is a licensed real estate brokerage company that specializes in managing residential homes, multiplexes, apartments, and commercial properties. T-Square Properties offers a superior level of service for those property owners that value expertise and understand the importance of a truly professional management company. We pride ourselves on our ability to deliver value to our clients by building uncompromising and long-lasting relationships with our property owner clients.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperties #realestaterecap #undercontract #listings #realtors #investor #motivation #brokers #investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #additionalincome #propertymanagement #rentals #passiveincome #realestate #investinginyou #futurefunding #propertymanager #NARPM #NARPMSmart #investment #propertyinvestment #properties #empoweredwomen #findingyourniche #Leased #RealEstate #money #business #stocks #finance #stockmarket #success #wealth #financialfreedom #motivation @kellie.tollifson
@katollifson

You may contact Kellie Tollifson via:

Email: ktollifson@tsquaremanagement.com

LinkedIn: @KellieTollifson

Social Media:

▪ Facebook: @kellie.tollifson

▪ Instagram: @katollifson

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

9. Making it through hard times with Gary Komenaka

AJ and Chris Shepard — Mon, 08 Feb 2021 11:00:00 -0800

ABOUT GARY KOMENAKA

Gary was born and raised in Hawaii. He is a dentist at Ala Moana Dental care. He graduated at Washington University and got his dental degree from Oregon Health Sciences University. He invested in single family homes and multifamily properties but also got involved in syndications, crowdfunding and lending. He recently started teaching and enjoys spending time with family and friends, along with running, kendo and golf.

THIS TOPIC IN A NUTSHELL:

[2:38] His journey in Real estate

[4:25] How he made connections in the industry

[7:34] How he acquired his 1st property

[7:52] What he did to survived the great recession

[11:04] Key concepts learned from financial struggle

[13:00] His criteria to look for in a property

[14:44] His goals to improve portfolio given the market status

[16:53] Opinion on Fear or greed and how it affects decision making

[22:30] Decision to join syndication and experience

[27:05] Toughest part of rebuilding and motivation to start again

[30:16] Take away from overcoming great recession

[35:22] His advice on 25-year-old self

[36:42] First Entrepreneurial Endeavor

[37:30] How Formal and Informal training help his journey

[39:27] The Deal that got away

KEY QUOTES:

[5:59]” You go to work and you do the same thing every day”. So, I said to myself, “There’s no way that I can do this for 40 years. I needed some other outlet and I think that Real estate is the key. In this industry, you’re always learning.”

[12:37] Be careful on using leverage. Definitely it can be used, but don’t go too crazy with it. That’s what I’ve learned, so I tried to keep my loan a little more moderate.

[17:37] I am the only one who can control my destiny. If there are some mistakes that I have made, it will definitely become a part of me.

[19:10] You should not let things go out of control. Definitely, you wouldn’t like to make the same mistake again.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#beyourownboss #additionalincome #propertymanagement #rentals #passiveincome #realestate #portlandpropertymanagment #realtor #income4u #portlandrealestate #landlord #landlording #propertymanagementportlandor #portlandor #economy #stockmarket #investing #gold #onlinebusiness #collapse #realestate #business #silver #economiccollapse #financialeducation #survival #financialcrisis #debt #bonds #money #budget #finance #wealth #cash #investments #work #retirement #freedom #financialintentionality #everydollar #success #financiallyintentional #goals #passiveincome #businessopportunity #grinding #moneymotivated #getrich #noexcuses #hustlehard #abundance @gary.komenaka @geezeemz

You may contact Gary Komenaka via:

Email: gary.komenaka@gmail.com

LinkedIn: @GaryKomenaka

Social media:

▪ Facebook: @gary.komenaka

▪ Instagram: @GaryKomenaka

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

8. Investor Relationships through Property Management with Liz Cleyman

AJ and Chris Shepard — Wed, 03 Feb 2021 11:00:00 -0800

ABOUT LIZ CLEYMAN

Liz is an Executive Property Manager at Grace Property Management and has been in the industry for over 10 years. She is also the President-elect of NARPM for 2021 and has earned the Master Property Manager designation. She loves working with both investors and tenants and assist them with high energy expert service. In her spare time, she loves spending time with her family, playing golf and exploring the Rocky Mountains.

WHAT YOU WILL HEAR

[1:09] Her journey in Real estate Industry

[3:25] About NARPM and why you should join this organization

[5:20] Her Advice to Investors looking to hire property managers

[6:50] Her Experience working with NARPM

[7:40] What sets NARPM affiliated property managers apart from the others

[8:34] What NARPM has done for the business

[9:21] Leadership skills learned from real estate experience

[11:50] How she deals with different types of Investors

[13:22] Advice on Investors on how to be good at relationships

[15:20] What held her back from Investing at first and why bridge the gap

[20:39] Liz’s advice to her 25-year-old self

[20:56] First Entrepreneurial Endeavor

[21:31] How Formal and Informal training shaped her journey

[22:40] Liz’s Moby Dick or Opportunity that got away

Key Quotes:

[2:29] I love helping people and that’s the number one that we do. The most intriguing thing for me is that it’s something different every day. It’s always something new and exciting, it’s a challenge so that’s what I love about it as well.

[14:35] It’s just the wow factor that helps build the connection and trust. You got to have trust with the relationship, especially when you are managing such a big investment with them.

[15:39] It’s such a great retirement plan to invest in real estate.

ABOUT THE COMPANY

Grace Property Management and Real Estate help investors manage, lease, buy and sell from single-family homes to retail and office properties. Our purpose is to improve the lives of real estate investors and residents through property management solutions. We help people find stable rental housing that is fair-priced, clean, and safe.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperties #realestaterecap #undercontract #realestatesuperagent #listings #realtors #investor #motivation #brokers #investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #additionalincome #propertymanagement #rentals #passiveincome #realestate #portlandpropertymanagment #realtor #income4u #portlandrealestate #landlord #landlording #propertymanagementportlandor #portlandor #realestateinvesting #investinginyou #futurefunding #propertymanager #portlandpropertymanagement #NARPM #NARPMSmart #realestateagent #investment #propertyinvestment #properties #propertyagent #forrent #Leased #RealEstate #REInvesting #Investing #RealEstateInvestor #Realtor #HomeForSale #PropertyForSale #HouseHunting #firsttimehomebuyer #JustListed #RealtorsLife #greatvalue #HomeSearch #turnkeyinvestment #HomeSweetHome #Instahome #development #Listings #justsold #SmartRealtor #RealEstateSales #Sell #Townhomes #MegaHome #realestatetricks #LuxuryLiving #Building #realestateinvesting101 #modelhome #justRealtorthings @lizgulleycleyman @lizcleyman

You may contact Liz Cleyman via:

Email: lizcleyman@gmail.com

Phone No: 813 770 4149

Social media:

▪ FB: https://www.facebook.com/liz.cleyman

▪ Instagram: @lizcleyman

LinkedIn: https://www.linkedin.com/in/liz-cleyman-mpm-rmp-35768b70/

Company Website: https://www.rentgrace.com/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· ...

7. Vertical and Horizontal Businesses in Real Estate with Mike Nuss

AJ and Chris Shepard — Fri, 29 Jan 2021 11:00:00 -0800

About Mike Nuss

Mike is the CEO of Rarebird Real Estate based in Portland, Oregon. Having a background as a licensed appraiser for the last 20 years, he is a recognized expert in valuing, negotiating, and expanding Portland properties. He also founded Investor Lab, a membership-based community that hosts events with community-powered education, authentic dialogue, and opportunities to lead and inspire in the world of real estate investing. He enjoys golf, basketball, and spending time with his family.

THIS TOPIC IN A NUTSHELL:

[01:40] Mike’s journey to real estate

[04:26] Transition from Appraisal industry to Investing in Real estate

[06:50] How Mike grew his network as an Investor

[08:50] How Rarebird started as a company

[10:56] What made him flip and switch from Appraisal to becoming an entrepreneur

[13:50] His inspiration to become an Entrepreneur

[15:08] How Mike started in Brokerage and how they run it differently from others

[19:58] How the company grew vertically and horizontally

[26:41] His definition of Leverage and effective ways to use it

[30:12] Partnership as a form of Leverage

[32:38] Good structure for Joint Venture

[37:10] Mike’s advice to his 25-year-old self

[39:30] Formal and Informal training that shaped his journey

[40:37] The Deal that got away

Key Quotes:

[21:10] At the end of the day, being a successful entrepreneur is just having a bunch of tools in one toolbelt and understanding how to use the right tool for different scenarios.

[38:33] You don’t have to win every single battle; you just need to stay in the game.

Summary of Mike Nuss’ Business:

Rarebird Real Estate is a collection of real estate companies dedicated to helping people buy and sell real estate, build an investment portfolio or get help in managing your property. We leverage our carefully designed processes to maximize owner investments and foster positive resident relationships. Our focus is on educating sellers and guiding them on the right path to reach their specific goals by exploring all their options.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperties #realestaterecap #undercontract #realestatesuperagent #listings #realtors #investor #motivation #brokers #investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #additionalincome #propertymanagement #rentals #passiveincome #realestate #portlandpropertymanagment #realtor #income4u #portlandrealestate #landlord #landlording #propertymanagementportlandor #portlandor #realestateinvesting #investinginyou #futurefunding #propertymanager #portlandpropertymanagement #NARPM #NARPMSmart #IREM #multnomahvillagepdx #realestateagent #investment #propertyinvestment #properties #propertyagent #forrent #Leased #RealEstate #REInvesting #Investing #RealEstateInvestor #Realtor #HomeForSale #PropertyForSale #HouseHunting #RealEstateExpert #JustListed #RealtorsLife #DreamHome #HomeSearch #MillionDollarListing #HomeSweetHome #Instahome #development #Listings #SmartRealtor #RealEstateSales #Sell #Townhomes #MegaHome #realestatetricks #LuxuryLiving #Building #realestateinvesting101 #richlife @rarebirdmike @investorlab @rarebirdrealestate

You may contact Mike Nuss via:

Email: mike@myrarebird.com

Phone No: 503 789 9821

Social Media:

• Instagram: @rarebirdmike @investorlab @rarebirdrealestate

• Facebook: https://www.facebook.com/mike.nuss.3

LinkedIn: https://www.linkedin.com/in/mike-nuss-03098b8/

Company Website: http://www.myrarebird.com

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | https://www.instagram.com/westsideinvestorsnetwork/

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | https://www.face...

6. Wholesaling Secrets with Scott Dalinger

AJ and Chris Shepard — Mon, 25 Jan 2021 11:00:00 -0800

About Scott Dalinger

Scott has been wholesaling in the Portland metro area since 2019. Previously he worked as a Sales manager, Defense sector and spent several years doing business in Latin America. He also served as a head of Green Coffee sales for Axiom specialty coffee and Account Executive for Xerox in Southern California. Now he runs his own company who helps distressed sellers by providing them with a hassle-free sale of their house on their terms. He is an avid Formula1 fan and loves to fish, ski, surf and do pretty much any outdoor activity.

What You will Hear:

[01:17] How he got started in Wholesaling business

[04:38] What is interesting about wholesaling and traits needed for this business

[08:35] Aspects of Wholesaling

[13:48] Pillars of Pre-qualification of Leads

[15:00] How to Identify a motivated seller

[18:35] Cold calling preferences on local vs. foreign cold callers

[20:21] Right way to do cold calling

[23:58] Core values implemented and basic foundation strategies

[27:00] Best way to find motivated leads and negotiate with them

[36:24] Scott’s Advice to his 25-year-old self

[39:23] His First Entrepreneurial Endeavor

[41:44] His Formal and Informal Training that shaped his journey

[44:18] The Deal that Got Away

Key Quotes:

■ [11:24] Real Estate Investing is an option. It’s a path.

■ [20:28] People can hear the smile through the phone.

■ [22:18] On the phone, active listening is everything. Given that audible feedback that lets them know that you’re listening and you gain their trust because you’re really helping them.

■ [38:49] Stop thinking how you can save money and start thinking how you can increase your income.

■ [42:55] I’m a huge believer in paying for formal education. You just get to where you want to go much, much faster.

■ [44:09] The only way to learn is by making mistakes.

Summary of Scott’s Business:

Coast 2 Coast House Buyers helps distressed sellers by providing them with a hassle-free sale of their house on their terms. There is a flipping division as well as a wholesaling division that provides off-market real estate deals to investors that they can't get anywhere else.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperties #realestaterecap #undercontract #realestatesuperagent #listings #realtors #investor #motivation #brokers #investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #additionalincome #propertymanagement #rentals #passiveincome #realestate #portlandpropertymanagment #realtor #income4u #portlandrealestate #landlord #landlording #propertymanagementportlandor #portlandor #realestateinvesting #investinginyou #futurefunding #propertymanager #portlandpropertymanagement #IREM #multnomahvillagepdx #realestateagent #investment #propertyinvestment #properties #propertyagent #forrent #Leased #RealEstate #REInvesting #Investing #Wholesaling #ColdCallers #MotivatedLeads #ScottDalinger #Coast2CoastHouseBuyers

You may contact Scott Dalinger via:

Email: scott@coast2coasthousebuyers.com

Phone No: 503 891 0643

Social Media:

▪ FB: https://www.facebook.com/scott.chisum

LinkedIn: https://www.linkedin.com/in/scott-dalinger-a122352a/

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | https://www.instagram.com/westsideinvestorsnetwork/

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | https://www.facebook.com/WestsideInvestorsNetwork

· Youtube | https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A

5. Market Economics and Business with Scott Brady

AJ and Chris Shepard — Wed, 20 Jan 2021 17:00:00 -0800

The real estate business does not discriminate against anyone; everyone is welcome. Just do it right, diversify and retire.

For today's episode, we will have Scott Brady. He's a real estate business owner with multiple businesses in the Southern California area.

Scott got an enthusiastic opinion on real estate. We discussed the trends in the property management industry. We talked about macroeconomics, debt, development, and how that affects opportunities in the marketplace. So we're excited to present this episode to you today. Enjoy this conversation with Scott Brady.

ABOUT SCOTT BRADY.

He is the owner of Progressive Property Management, Inc., Progressive Association Management, and Partners Real Estate Group

He is an entrepreneur at heart who loves building companies, properties, and improving businesses. He loves what he does and doesn't "work" a day in his life and doesn't look forward to "retiring" from these endeavors.

WHAT YOU WILL HEAR

[1:38] Scott´s journey in association management.
[14:58] The importance of finding people that fit your business model.
[17:06] From banking to real estate: How Scott got into real estate.
[19:48] Using marketing as a business tool.
[23:51] The wealthy retirement.
[32:17] The issues of buying multi-familiar real estate.
[34:07] The inflation and deflation in the economy.
[39:13] The relation between tax increases and pensions.
[45:22] Scott advises his 25 years old self.
[47:22] Scott first entrepreneurial.
[52:14] How Scott´s formal or informal training shaped his journey.
[53:40] Scott real estate Moby Dick, the one that got away.

Key Quotes:

■ [45:18] If you make people wealthy, they tell their friends. Everyone will go rich and they will find you. There’s a lot of rich people out there and they want to work their money for them.

Scott Brady is the owner and president of Progressive Association Management Inc., where he manages 1,100 doors and is expecting 300 new doors in 2021. He also owns and manages Brady Consulting Group and offers marketing packages and "How to Build a Profitable Property Management Business" at www.AddMoreDoors.com

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

#investmentproperties #realestaterecap #undercontract #realestatesuperagent #listings #realtors #investor #motivation #brokers #investments #wholesaleproperties #entrepreneurs #thinkandgrowrich #businessopportunity #earnmore #beyourownboss #additionalincome #propertymanagement #rentals #passiveincome #realestate #portlandpropertymanagment #realtor #income4u #portlandrealestate #landlord #landlording #propertymanagementportlandor #portlandor #realestateinvesting #investinginyou #futurefunding #propertymanager #portlandpropertymanagement #NARPM #NARPMSmart #IREM #multnomahvillagepdx #realestateagent #investment #propertyinvestment #properties #propertyagent #forrent #Leased #inflationdeflation #marketeconomy #retireearly #multifamilyinvesting #pensions #wealthyretirement @scott.p.brady

You may contact Scott Brady via:

Email: scottbrady1963@gmail.com

Facebook: https://www.facebook.com/scott.p.brady

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | https://www.instagram.com/westsideinvestorsnetwork/

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | https://www.facebook.com/WestsideInvestorsNetwork

· Youtube | https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A

4. Pre Foreclosure and Before Auction with Chris Schwindt

AJ and Chris Shepard — Wed, 13 Jan 2021 11:00:00 -0800

Chris has been involved as a principal in real estate projects throughout Oregon and SW Washington for over 17 years. He is a former practicing attorney and has deep expertise in foreclosures & redemption rights, probates, bankruptcy, land development, renovation/value-add projects, and creative financing & transaction structures within all real estate classes. He currently manages a portfolio of residential and commercial assets, and is active in buy-sell, development and redevelopment projects throughout the area. He enjoys the challenge and variety in bringing creative, mutually beneficial solutions to challenging real estate-related problems, as well as the lifestyle this work affords.

What makes Chris different from the other Attorneys

[3:43]

Chris has a very entrepreneurial mindset. He got tired of working the billable hour and so he looked for something outside of that. He was willing to take the risk of being an entrepreneur and he knew the risks of losing money or not making it sooner and aggressively.

Competition

[6:43]

It’s always been competitive. Back then it wasn't as competitive as it became. There were fewer players and more people that were just waiting for the auctions and going to buy at auction at that time. If you're trying to jump ahead of that and figure out ways to transact deals and structure deals ahead of that, that would be profitable and resolve the problems. Fewer people were doing that so it worked.

[7:29]

There are always competitors and there always has been certainly getting more competitive over the years in terms of activity, pre-foreclosure activity, and just the type of marketing that you do for that.

Chris’s Solution

[9:13]

Buying the property. Generally, you're just trying to buy properties. You're trying to buy properties below market and create a spread to market or retail or unlock some type of value in the property through development or redevelopment.

[9:47]

Doing a lease-purchase option back with the seller was one way to allow them to stay in the property and even potentially buy it back for profitable spread to the investors.

The Lease-Purchase Option

[12:39]

Doing the lease-purchase option, the transaction is pretty much been eliminated at this point in time, because of some statutes that came on the books a little while back.

Keys to Success

[13:30]

Having the legal background gave Chris a bit of a leg up in terms of understanding the statutory processes. Understanding how to read and decipher title reports, manufacture and deliver and negotiate the contracts involved. Familiarizing yourself with all three of those and building relationships with attorneys who understand it.

The Learning Curve

[14:44]

It just depends where you're coming from. There's a lot to learn. I wouldn't probably start doing that as a novice real estate investor off the bat on my own. I would probably be looking to partner with somebody who's already been doing it for a while and knows all of them and kind of bring them leads or do some of the grunt work.

[15:39]

There’s an element of just taking some risk and getting in there. I’ve learned way more just by doing deals and dealing with different unique situations than I've ever learned from any book or seminar. Just getting in there and actively doing it and giving it a shot and then learning as you go.

Motivated Seller

[16:43]

It just kind of grew more just diversifying into different ways of finding a motivated seller. Most of what we do boils down to finding a motivated seller that they have some motivation to sell on terms or on how to price it provides a profit potential and then managing that transaction through to the end sale.

Growing and adapting

[17:27]

Being adaptable, being creative, and learning and trying new things. It’s how you grow and build it over time.

Predictions and Opinions

[19:38]

January and February are going to be the highest number of eviction filings ever all across the country due to the Pandemic.

Where Chris will focus his efforts on the Future

[23:35]

I've got a lot of different irons in the fire and over time, my business and experience have grown and I've gotten into commercial and development projects and things like that so I’m not as focused on single-family, distressed properties as it once was, but it's still a good business and there's still opportunity to bring value and make a lot of money doing it.

[24:00]

I think it makes sense to be positioned as having already gained experience, knowledge, and background dealing with all that to be ready for it. I assume that there's going to be a lot more opportunity in that area probably for several years.

Chris’s Advice

[24:52]

Understand the title of what you're bidding on is important.

[25:25]

Make sure that you're capitalized well enough to bear whatever risk you're taking. You have to really understand the risk you're taking and be willing to bear the risk of loss. Calculate that you have a greater chance of gain and loss in any given deal or transaction.

[26:46]

When you're starting out, you got to rely on a third party so make sure you build in the time you need to figure it out so you can get the people in there that have that experience to tell you what you don't know.

[28:55]

The number one thing to also keep in mind is that you're gonna make your money when you buy. If you didn't make your money when you bought you probably gonna lose money.

[30:23]

Understand that you're going to make your money on that purchase and not to pull the trigger until you've lined it up to where that's almost an irrefutable fact that will keep you out of trouble.

Chris’s advice to his 25-Year-old self

[30:52]

Just start that process of learning and education. I had learned through school and books and things so starting to take action.

[31:23]

Get involved with technology and the technological side of things.

First Entrepreneurial Endeavor

[32:11]

When I was in college, I worked for a moving company and the way they did everything was everybody was an independent contractor and so you had to start your own business, essentially. I started my first LLC which was done right moving and by the end of the summer, I was definitely a lot stronger.

The Key

[36:08]

3. Brother who played poker with Chris Shepard

AJ and Chris Shepard — Sun, 10 Jan 2021 17:25:09 -0800

When you have siblings, each one is different. In this case, we have two: the one who left the nest and the poker player. Despite the differences, the partnership of these brothers has worked wonderfully.

Today we will interview Chris Shepard, our co-host. Passionate about poker and frisbee at an early age, as an adult, Chris discovered his talent for real estate and decided to follow in his father's footsteps.

From buying his college house, playing frisbee in New Zealand to forming a partnership with his brother AJ. This is Chris Shepard's story.

ABOUT CHRIS SHEPARD

Chris Shepard is a licensed broker in Oregon and professionally manages properties in the Portland Metro area. Managing investments since 2009 Chris has extensive experience with all phases of property management and cares for each property as though they were his own. With this background, it's simple for him to discern whether to replace an appliance or get it fixed, whether to spend the money to replace some carpet or to just have it cleaned. He has the investor's best interests at heart.

WHAT YOU WILL HEAR

[0:24] Getting to know Chris.
[1:59] How does Chris get into poker.
[4:23] From college freebie to a world championship.
[8:00] Chris' first house investment.
[10:24] Brothers and partners.
[12:15] The win-win situation.
[19:21] Chris' advice for his 25 years old self.
[20:05] Chris' first entrepreneurial endeavor.
[21:25] How his informal training shaped his journey.
[23:11] Chris real estate Moby Dick; the one that got away.

Key Quotes:

• [19:45] My advice to myself is to save a portion of your income and invest that in stock market, forget about it and let that money grow.

• [25:03] Something that I learned from Real estate is that you have to be quick to give your offer out to get that deal.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | https://www.instagram.com/westsideinvestorsnetwork/

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | https://www.facebook.com/WestsideInvestorsNetwork

· Youtube | https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A

2. Brother who left the nest with AJ Shepard

AJ and Chris Shepard — Sun, 10 Jan 2021 17:23:15 -0800

West Side Investors Podcast – AJ Shepard

In this episode of the West Side Investors Podcast, AJ joins the show as he talks about his background and how he started his real estate business. AJ is a licensed real property manager and also a licensed contractor in Oregon. He has been an active member of NARPM (National Association of Residential Property Managers) community so he knows the latest property management industry trends.

How it All Started

[00:30]

When in college, I worked in a construction company doing take offs ultimately going in their industrial division and I really got used to construction and how the process works. I made my way to Portland after that and bought my first house at age 23.

First Few Projects

[2:15]

I had a job in Gold mountain Nevada and it was a 20-million-dollar project so it was pretty cool. The last project we had was in Dubai in a recycle plant. I came in to Real Estate with tons of Construction background experience. Also, it was pretty awesome having the resources and we can use the guys from the other company even on weekend side hustle. Chris and I worked in a first project together and we were able to refinance that property. We almost got our money back and we had this light bulb moment, so we thought of doing it all over again.

Decision to Open up the business

[7:02]

It was a light bulb moment when we were able to complete that value-add project. The first project was pretty monumental. We worked with the first few people that helped us and guide us on financing. Also, our Dad has been extremely helpful and he makes sure that we knew what we were doing. It was when 2010 that we have acquired enough property and we think there was an opportunity to gain some more income.

Significant thing for the Partnership

[10:02]

Probably the advent of getting more employees. It allowed us to free up and do more. We also joined NARPM and it was very influential in helping us grow our property management business.

AJ’s advice to his 25-Year-old self
[11:38]

You should be quick to hire people. Learn how people get to do the work for you. The ability to leverage their time and allow you to have more time to do high level things is what I will probably say to my 25-Year-old self.

First Entrepreneurial Endeavor
[12:20]

During high school, our golf coach let me take over a ski trip and I ended up making like $2,000 and it was probably more than what I earned in an hourly job. It wasn’t that much work and I have more way fun doing that.

Formal and Informal Training

[14:17]

I felt like I’ve got a lot of formal training. I’ve taken up Masters in Engineering Systems Management and also got a degree on Mechanical Engineering in University of Washington. My informal training comes mostly with our dad. We’ve never been good at hearing “No”. We should have the ability to get things done.

The Deal that Got Away

[16:23]

Most recently we had 40 unit project that kind of got sneaked out. Ultimately, we’re working with another broker and we put in an offer for a certain amount and they pretty much bought it for the same amount. It was sold for less than what our offer was.

Key Quotes:

[15:36-16:00] ‘’Whenever someone says No, our immediate question is like if you can’t do that, then how can we do something very similar to it? It is knowing that there is a way to get it done, because someone else had got it done beforehand.

[11:48-12:06] Learn how to get people do the work for you either by partnership or by paying them. The ability to leverage their time and allow you to have more time to do high level things is the best advice I can give to my 25-Year-old self.”

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | https://www...

1. Where it all started with Jon Shepard

AJ and Chris Shepard — Sun, 10 Jan 2021 17:11:23 -0800

Welcome to the first episode of Westside Investors Network.

This is our first episode, which will kick off this journey. You will learn how to become a successful entrepreneur. You will learn how to invest. We will teach you the tools, and we will bring you the stories of great successful investors.

We wanted to start this podcast in the right way, bringing today's guest Jon Shepard, who has been the person who started everything in our family. He instilled in us the knowledge and passion for entrepreneurship, and now we are following in his footsteps.

In this episode, we will know the story of Jon, an entrepreneur who has dedicated himself to real estate doing it successfully. He will talk to us about how he got started in real estate, how to get a great deal, and his strategy behind them. Also, we will learn about the role that taxes play in investments. He will share what his first venture was and much more.

Be part of the beginning and growth of this wonderful podcast. Press play and join us on this journey.

ABOUT JON SHEPARD

Jon Shepard was born in Eugene, lived in Portland. He is a proud father, entrepreneur, and adamant about investing in real estate. He is also a bridge player passionate about sailboats and water.

With over 40 years of career, he has owned more than 34 houses and sells others.

WHAT YOU WILL HEAR

· [0:47] Where it all started: Getting to know Jon Shepard.

· [1:08] Investing time: Jon shares the worst and best property investments he has ever made.

· [5:17] What does a great deal look for Jon, and what's his strategy.

· [6:57] Tax role-play in investing.

· [8:19] Finally free: Jon talks about the moment he quit working.

· [9:58] Jon mentors and partners

· [11:48] Jon advises his 25 years old self.

· [12:14] Jon first entrepreneurial.

· [13:10] Jon real estate Moby Dick, the one that got away.

· [15:02] The importance of agreements in investment.

Key Quotes:

· [11:03] We learn from people around us and others in the business.

· [11:54] Anyone can be a success if they spend less than they make.

· [13:04] You learn, grow, develop and try things if it works, keep doing it but If it doesn't, don't do it.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas please visit www.uptownpm.com. If you are interested in investing in multifamily syndication please visit www.uptownsyndication.com.

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | https://www.instagram.com/westsideinvestorsnetwork/

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | https://www.facebook.com/WestsideInvestorsNetwork

· Youtube | https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A

Westside Investors Network (WIN)

182. How to Use a Self-Directed IRA to Invest in Real Estate with Kaaren Hall

181. Real Estate Cycle Investing: Selling at the Peak, Buying at the Bottom with Brian Burke

180. The 5 Pillars of Smart Private Real Estate Investing with Spencer Hilligoss

179. How Rising Interest Rates Are Reshaping Multifamily Investing with Ben Murphy

178. Money Traps to Avoid: How To Take Control of Your Finances & Time with Joey Mure

177. The 4Ds of Self-Storage: Why Demand Keeps Growing with Bill Kanatas & Ben Salzberg

176. Generational Wealth Through Rentals with Joel Miller

175. Holistic Wealth Strategy: How to Build Real Wealth Beyond Traditional Investing with Dave Wolcott

174. Reverse 1031 Exchanges Made Simple with Scott Saunders

173. Drop & Swap Explained: How Syndicators Handle 1031 Exchange with Dugan Kelley

172. Mitigating Risk in Real Estate & Private Equity with Brad Johnson

171. How to Vet Real Estate Deals and Sponsors Before You Invest with Wayne Courreges III

170. Aligning Investment Strategy with Life Goals with Jorge Vazquez

169. How to Build a Thriving Real Estate Team by Age 25 with Chris Williams

168. Self-Directed IRAs Made Simple with Adam Bergman

167. Buy Smart, Add Value, and Scale Fast with Self Storage with Joe Downs

166. Why Hard Assets Are the Key to Generational Wealth with Ben Reinberg

165. How to Understand Commercial Sectors and Market Trajectories with Caleb David

164. How to Protect Your Real Estate Investments with Strategic Underwriting with Sam Morris

163. Creating Lasting Wealth: Why Asking the Right Questions Matter with Whitney Elkins-Hutten

162. Diversifying Your Portfolio in International Markets with Anne-Michelle Wand

161. Breaking Misconceptions in a Competitive Market with Michael Voulgarakis

160. The Truth About Private Money and Hard Money Lending in Real Estate with Jay Conner

159. How This Firefighter Found Success in Real Estate Investing with Dave Seymour

158. Land Investing 101: Spotting Great Deals and Avoiding Red Flags with Mark Podolsky

157. From Closing Deals to Creating Wealth: A Broker’s Journey to Syndication with Will Matheson

156. Debunking Turnkey Investment Myths and the Truth Behind Them with Zach Lemaster

155. Why Single-Family Homes in Great School Districts Thrive with Sean O'Dowd

154. Streamlining Asset Management in Distributed Real Estate Portfolio with Chris Lento

153. Why Transitioning to Commercial Real Estate Is Worth the Effort with Charles Seaman

152. Real Estate Market Insights and How to Invest Amid Economic Shifts with Neal Bawa

151. The Art of Buying Right in a Down Market with Andrew Cushman

150. Fix-and-Flip to Multifamily Syndication: Adapting for Bigger Wins with Brian Ferguson

149. Consumer-Driven Innovation in Commercial Real Estate with Joe Brady

148. From Single-Family to Multifamily: A Journey to Sustainable Wealth with Arn Cenedella

147. Why Real Estate Fuels Entrepreneurial Dreams with Vanessa Alfaro

146. Build-to-Rent Investments: What Investors Need to Know with Jim Sheils

145. Traditional vs. Alternative Investments: Which is Right for You? with Denis Shapiro

144. Texas Multifamily Deal: Why Trusting the Process is Key to Success with Shane Thomas

143. Investing with Confidence: Blueprint to Buying your First Property with Steven Andrews

142. From Military to Multifamily: Overcoming Vacancies and Delinquencies with Chris Linger

141. Why In-House Property Management is a Game Changer with Sam Eddinger

140. The BRRRR Effect: Your Way to a Bigger Portfolio with Wyatt Simon

139. Ensuring Your Deals Pencil Out with the Right Mortgage with Rob Beardsley

138. How Podcasting Drives Investment Opportunities with Trevor Oldham

137. From Litigator to Syndicator: How Legal Expertise Fuels Real Estate Wins with Tilden Moschetti

136. From Mail to Mixed-Use: Turning a Post Office into a Multifamily Gem with Kenny Wolfe

135. Getting Creative with Deals and Leveraging Preferred Equity in Real Estate with Darin Davis

134. Deal Deep-Dive: Land of Opportunity and Passive Wealth Creation with Brent Bowers

133. Deal Deep-Dive: Leveraging Financial Acumen for Real Estate Growth with Ryan Emrich

132. Deal Deep-Dive: Finding Opportunity in Adversity with Ed Mathews

131. Empowering Minds and Building Portfolios through Real Estate with Drew Whitson

130. Deal Deep Dive: Wholesaling Strategies for Building Wealth in Real Estate with Jake Burhans

129. Syndication Synergy: Devin's Role in Uptown's Strategic Vision

128. Investor's Approach to Market Fluctuations with Jordan Silvester

127. The Syndicator's Journey: How to Position Yourself as a General Partner with Shannon Robnett

126. Bridging the Gap and Building a Community of Real Estate Investors with Brian Davis

125. Deal Deep-Dive: How to Handle Tough Conversations with Investors with Randy Langenderfer

124. Deal Deep-Dive: The Hidden Value of Medium-Term Rentals with Sarah Weaver

123. Deal Deep-Dive: Why Value Add CRE is a game changer with Mike Holdwick

122. Scaling Your Deal Flow with the Entrepreneurial Mindset with Tim Calise

121. From Check-Ins to Lease Agreements: The Hotel-to-Apartment Conversion with Scott Fouser

120. Deal Deep-Dive: From Tech Projects to Real Estate Deals with John Todderud

119. Lawyer Turned Investor: Scaling up in Commercial Real Estate with Zach Winner

118. Mastering the Art of Salesmanship - The Key to Captivating Investors with Sal Buscemi

117. From RN to ROI - How This Nurse Built a Real Estate Portfolio with Stacey Stegenga

116. Deal Deep-Dive: How to Maximize Returns through 1031 Exchange with Greg Lehrmann

115. Deal Deep-Dive: Identifying Opportunities on Evergreen Investments with Jeff Toporek

114. Ways to get started on Note Investing with Fred Moskowitz

113. Deal Deep Dive: Tailoring Your Investing Strategy to Your Needs with John Casmon

112. Using eQRP to Take Control of Your Retirement with Damion Lupo

111. Investing in Mobile Homes: A Path to Affordable Housing with Franco Perez

110. Deal Deep-Dive: Maximizing Capital Gains in Real Estate with John Foong

109. Deal Deep Dive I Seller Financing 101: How to ask the right questions with Jeff Stephens

108. Deal Deep-Dive: The Profit Potential of ATMs and Alternative Asset Ventures with Bronson Hill

107. Deal Deep Dive I Redefining Space: Co-Living in Opportunity Zones with Matthew Ryan

106. Deal Deep-Dive I Turning Dirt into Gold: Maximize your Profits in Land Development with Dan Haberkost

105. Deal deep-dive: Investing across Multiple Asset Classes of Real Estate with Charles Carillo

104. Deal deep-dive I Cost segregation: Is it worth it? with Joseph Viery

177. The 4Ds of Self-Storage: Why Demand Keeps Growing with Bill Kanatas  & Ben Salzberg