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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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.
#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
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
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
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.
#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
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
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.
#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
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
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.
#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
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
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
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.
#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
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
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.
#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
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
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
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.
#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
