EP32 | How to Navigate Real Estate Wiser and Scale Faster with Vessi Kapoulian

In this episode, Sharad Mehta, CPA, shares his wisdom and expertise as an active real estate investor and software entrepreneur. Learn why you should prioritize quality over quantity in entrepreneurship. Stay tuned for straightforward and effective ways to succeed in the evergrowing real estate landscape!

 

 

Key takeaways to listen for:

• How Sharad expanded his investments from duplexes to house flipping
• Why is courage important in entrepreneurship?
• REsimpli: Their origin, goals, and advantages offered
• The effects of high inflation on house flipping and small rental property markets
• Pro tips to get you started in real estate investing

 

 

Resources:

• Flip by Rick Villani and Clay Davis | Paperback and Kindle 
• The Millionaire Real Estate Investor by Gary Keller et al. | Kindle and Paperback
• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• MLS.com 
• BiggerPockets Real Estate Podcast
• Ramsey’s Investing Philosophy 
• The One Thing by Gary Keller and Jay Papasan | Paperback, Hardcover and Kindle

 

 

About Sharad Mehta, CPA

Sharad, founder of REsimpli, has completed over 400 deals in the past six years. Operating from Carlsbad, California, he actively invests in the Lake County, Indiana, market. Sharad develops an automated leveraging system and efficiently manages 3-4 rehabs monthly despite the geographical distance. 

 

 

Connect with Sharad 

• Website: REsimpli
• Email: sharad@resimpli.com 

 

 

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Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

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Ben Soifer joins us in this episode to chat about the importance of adaptability, networking, and a proactive mindset in real estate investing. Explore opportunities in different markets and learn about tax-deferred investment strategies for passive investors by listening until the end!

 

 

Key takeaways to listen for:

• Why it’s crucial to be with experienced mentors in the RE industry
• The advantages of using a triple net lease on a property
• How passive investing helps keep your money moving
• Money Management: Who they are and how they help passive RE investors
• An expert’s outlook on the 2024 real estate market

 

 

Resources:

• A Manual for the Ultimate Real Estate Investor by Ben Soifer, Brielle Soifer, et al. | Paperback
• Real Estate Investor Kevin Harrington Interviews MMIFL Founder

 

 

About Ben Soifer

Ben is the founding partner of the Soifer Group Inc. He helps investors build wealth, both by providing opportunities for institutional investors looking to invest in the private capital market and for real estate investors looking to grow their portfolios through investment property acquisitions. 

 

 

Connect with Ben

• Website: Money Management
• LinkedIn: Ben Soifer
• Facebook: Money Management 
• Instagram: @moneymanagement.today

 

 

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Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

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Connect on LinkedIn: Justin Dixon

Email: Justin@GreatVentureCapital.com

In this episode, military commander Tim Little, MBA, shares his experience, powerful insights, and efficient strategies to help you ace passive investing through real estate syndication. He’ll also provide valuable perspectives on leveraging real estate knowledge in supercharging your journey to wealth-building, so tune in!

 

 

Key takeaways to listen for:

• Pivotal moments that led Tim to real estate 
• The power of learning through active participation in passive investing
• Key concepts for understanding real estate asset management
• Why you should foster adaptability when investing in real estate markets
• A practical approach to growing your retirement funds

 

 

Resources:

• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• BiggerPockets Real Estate Podcast 
• Influence by Robert B. Cialdini | Kindle, Paperback, and Hardcover

 

 

About Tim Little, MBA

Tim is a military, passive real estate investor, podcast host, and the founder and CEO of ZANA Investments. His passion lies in helping fellow military veterans escape the "landlord trap" and get competitive returns by providing opportunities to invest passively in apartment buildings. His real estate journey began with a duplex in 2014 and has grown to a portfolio of over $90 million. 

 

Tim also has an MBA and has served several years as an active duty Army Officer, a Strategic Communications Consultant, and the Head of Multifamily Communications for the Dept. of Housing and Urban Development (HUD) before transitioning full-time to real estate. He is the Commander of an Army Reserve Public Affairs battalion based in San Antonio, TX.

 

 

Connect with Tim 

• Website: ZANA Investments
• Podcast: Journey to Multifamily Millions
• LinkedIn: Tim Little, MBA
• Email: tim@zanainvestments.com 

 

 

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Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

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Email: Justin@GreatVentureCapital.com

Step into Julie Holly's world of real estate excellence, where transparency and effective communication are key. Gain invaluable insights into the significance of nurturing investor relationships for long-term success and must-ask questions for sizing up potential investors to make informed decisions for your ventures. Hop in!

 

 

Key takeaways to listen for:

• Reasons to not rely on your W2 job and invest in passive income opportunities
• What does it take to be an effective active investor?
• Investor Relations (IR): What it is and why it’s important
• Crucial questions to ask in vetting potential investors
• 2 highly essential traits to navigate volatile markets

 

 

Resources:

• EP306: How to Go From a Few Units to Over 1,000 with Monick Halm
• Financial Freedom with Real Estate Investing | Apple Podcasts and Spotify
• Financial Freedom with Real Estate Investing by Michael Blank | Kindle, Paperback, and Hardcover
• Real Estate Syndication Training
• Rod Khleif
• EP452: 3 Key Predictions for 2024 | Apple Podcasts and Spotify
• Business Made Simple by Donald Miller | Kindle and Paperback
• Hero on a Mission by Donald Miller |  Kindle, Paperback, and Hardcover
• Marketing Made Simple by Donald Miller | Kindle, Paperback, and Hardcover
• Building a StoryBrand by Donald Miller | Kindle, Paperback, and Hardcover

 

 

About Julie Holly

Julie is a speaker and founder of Three Keys Investment. She helps people find their freedom through multifamily real estate investing to live the life of their dreams. She had invested in single-family homes, house-hacked before it had a name, managed properties from one thousand miles away, and passively invested in multifamily assets. Her podcast, 'The Conscious Investor,' is designed to support investors at every step of their journey. 

 

 

Connect with Julie

• Website: Three Keys Investments
• Podcast: The Conscious Investor | Apple Podcasts 

 

 

CONNECT WITH US

Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

Follow Our Social Media Pages

Facebook: Great Venture Capital

LinkedIn: Great Venture Capital

Connect on LinkedIn: Justin Dixon

Email: Justin@GreatVentureCapital.com

Build wealth the passive way by tuning in to this conversation with Dan Lewkowicz as we unveil the secrets of triple net leases and why it’s a profitable structure worth diving into. Hop in to learn about the risks of being a triple net lease owner, value-add strategies, and the dynamics of the commercial arena in the current market.

 

 

Key takeaways to listen for:

• The power of self-learning in finding lucrative real estate opportunities
• Key differences between triple net and multifamily leases
• 3 main types of value-add strategies in triple net lease properties
• Risks of being a triple net lease owner
• An overview of the commercial leasing market in recent months

 

 

Resources:

• LinkedIn
• Influence by Robert B. Cialdini | Kindle, Paperback, and Hardcover
• Multi-Family Millions by David Lindahl | Kindle and Hardcover
• Think and Grow Rich by Napoleon Hill | Kindle and Paperback

 

 

About Dan Lewkowicz

Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career in “house hacking,” he quickly moved on to flip houses in and around metro Detroit. Eventually, he created a company called Renaissance Real Estate Ventures, which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.

Before joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease, specializing in commercial real estate investment sales. He is also a former business development executive for Amazon. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive repair and parts stores. 

 

 

Connect with Dan

• Website: DISABILITY MADE EASY
• LinkedIn: Dan Lewkowicz
• Phone Number: (248) 943 2838

 

 

CONNECT WITH US

Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

Follow Our Social Media Pages

Facebook: Great Venture Capital

LinkedIn: Great Venture Capital

Connect on LinkedIn: Justin Dixon

Email: Justin@GreatVentureCapital.com

Are you ready to supercharge your understanding of family wealth management? Dive into an enlightening episode featuring Trey Taylor, a seasoned expert in family office management. So press play to join us in unraveling the complexities of managing family wealth today!

 

 

Key takeaways to listen for:

• Trey’s journey into establishing a family office
• Valuable insights for people looking to set up a family office for investing
• A great investment strategy for new family offices
• The inspiration behind “A CEO Only Does Three Things”
• One piece of advice that will kickstart your real estate investing journey

 

 

Resources:

• Republic
• AngelList
• A CEO Only Does Three Things by Trey Taylor | Kindle, Paperback, and Hardcover
• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• The Alchemist by Paulo Coelho | Kindle, Paperback, and Hardcover
• Traction by Gino Wickman | Kindle, Paperback, and Hardcover
• Profit First by Mike Michalowicz | Kindle and Hardcover
• The Goal by Eliyahu M. Goldratt and Jeff Cox | Kindle and Paperback
• Linked by Gordon Korman | Kindle, Paperback, and Hardcover

 

Subscribe to Trey’s newsletter by visiting https://plantyourflag.com/ and stay up to date on the best content about leadership, investing, and business from around the web for FREE!

 

 

About Trey Taylor

Trey Taylor is the managing director of Threadneedle, the Taylor Family Office, the chief executive officer of Taylor Insurance Services, the managing director of Trinity Blue Consulting, and the founding partner of Ascend Partners. He holds a Bachelor’s degree in History from Emory University, & a Juris Doctor degree in Tax and corporate Transactions from Tulane. In 2013, Trey was named one of Georgia Trend Magazine’s 40 Under 40.

 

In 2020, Trey published his first book, A CEO Only Does Three Things. Since that publication, he has appeared on 60+ podcasts and been featured in publications like INC., Entrepreneur, SHRM, and others.

 

 

Connect with Trey

• Website: Trey Taylor | TRINITY | BLUE
• LinkedIn: Trey Taylor, J.D.
• Facebook: Trey Taylor
• X: @TreyTaylorCEO

 

 

CONNECT WITH US

Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

Follow Our Social Media Pages

Facebook: Great Venture Capital

LinkedIn: Great Venture Capital

Connect on LinkedIn: Justin Dixon

Email: Justin@GreatVentureCapital.com

Whether it's your first property or you're eyeing multifamily ventures in this evolving landscape, Jenny Gou’s expertise will guide you to success. Stay tuned as she dives into the crucial aspects of real estate investment and equip yourself with invaluable insights to navigate and excel in your property ventures.

 

 

Key takeaways to listen for:

• Essential things you need to know before buying your first investment property 
• Strategic mindset shifts for going from single-family to multifamily investing 
• The significance of mentorship and underwriting in multifamily real estate
• How Vertical Street Ventures Academy assists aspiring syndicators
• Practical advice for making sound investment decisions in real estate 

 

 

Resources:

• Power Shift by Daymond John and Daniel Paisner | Kindle, Paperback, and Hardcover
• Who Not How by Dan Sullivan | Kindle, Audiobook, and Hardcover
• Rise and Grind by Daymond John and Daniel Paisner | Kindle, Paperback, and Hardcover

 

 

About Jenny Gou

Jenny focuses on company operations at Vertical Street Ventures and leads the VSV Multifamily Academy. Prior to VSV, she was a Sales Director at Procter & Gamble, setting national sales strategies for several billion-dollar brands and launching key initiatives across top retailers in the U.S. Her overall experience in leading teams, strategy, and project management gives her a unique ability at VSV and helping others achieve success through the VSV Academy.

Jenny received a Bachelor’s in Business Management at the University of Arizona and her MBA at the University of Minnesota. She currently lives in Southern California with her husband and kids.

 

 

Connect with Jenny

• Website: Vertical Street Ventures
• LinkedIn: Jenny Gou | Vertical Street Ventures
• Facebook: Jenny Gou 
• Instagram: @vertical_street_ventures

 

 

CONNECT WITH US 

Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

Follow Our Social Media Pages

Facebook: Great Venture Capital

LinkedIn: Great Venture Capital

Connect on LinkedIn: Justin Dixon

Email: Justin@GreatVentureCapital.com

Did you know you can invest in real estate without doing the heavy lifting? Tune into this episode with Todd Sulzinger as he breaks down the unique potential of RV and mobile home parks, seller financing tips, and how to participate in these deals as a passive investor. Press the play button to learn more!

 

 

Key takeaways to listen for:

• The most common way to get started in real estate investing
• Advantages of investing in the mobile home park niche
• A basic guide to being a passive investor in a syndication
• The unique dynamics of seller financing for buyers and sellers
• How to navigate the complexities of the current real estate market

 

 

Resources:

• The Real Estate Guys™
• Real Estate Investing for Cash Flow with Kevin Bupp 
•  Mobile Home Park Investors with Jefferson Lilly & Brad Johnson
• Who Not How by Dan Sullivan | Kindle, Audiobook, and Hardcover

 

Get a copy of Todd’s co-authored ebook called Success Habits of Super Achievers for FREE by simply visiting https://blueelminvestments.com/. 

 

 

About Todd Sulzinger

Todd Sulzinger is the founder and CEO of Blue Elm Investments, a boutique private equity real estate firm based in San Francisco, CA. Leveraging a successful corporate finance career in Silicon Valley, Todd founded Blue Elm to offer investors a strategic way to diversify their investment portfolios by creating passive investment opportunities by acquiring apartments, mobile home parks, and RV parks.

Todd is the co-author of Success Habits of Super Achievers, an Amazon bestseller with tips and inspiring stories to accelerate your success, and leads the Multifamily Masters meetup for Silicon Valley real estate investors.

 

 

Connect with Todd 

• Website: Blue Elm Investments
• LinkedIn: Todd Sulzinger | Blue Elm Investments LLC
• Facebook: Todd Sulzinger, Private Equity Real Estate
• YouTube: Blue Elm Investments – Real Estate Investing 
• Email: todd@blueelminvestments.com 

 

 

CONNECT WITH US

Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

Follow Our Social Media Pages

Facebook: Great Venture Capital

LinkedIn: Great Venture Capital

Connect on LinkedIn: Justin Dixon

Email: Justin@GreatVentureCapital.com

 

Today, Marc Kuhn unveils the massive opportunities in luxury storage construction and development and how he creates win-win situations for himself, his investors, and his local community. Stay tuned to learn more about his journey and the commercial real estate construction niche!

 

 

Key takeaways to listen for:

• A fascinating story of Marc's transition to real estate and self-discovery
• The ultimate strategy for scaling and growing your business
• Attractive features of investing in storage facilities
• How to do property management in storage facilities today
• Expert tip on negotiating and financing storage deals

 

 

Resources:

• Grant Cardone
• John C. Maxwell Books
• Nine-Figure Mindset by Brandon Dawson | Kindle, Audiobook, and Hardcover

 

 

About Marc Kuhn

Marc Kuhn started his construction career in 1994 with his father. He started at $1 per hour and got a $1 yearly raise as he worked for his father's construction company. 2010, he left his hourly job with $2,500 in his bank account.

He started his entrepreneurial path and opened MAK Construction, his first business. Marc grew the construction company to over $25 million a year. They develop commercial projects, both 3rd party and investment projects for their investors. Since 2018, they have added over 200 units in the Midwest. The benefits of real estate have given him the freedom of time. His goal is to help investors reach financial freedom through real estate. Today, Marc owns and operates three successful companies, earning eight figures yearly.

 

 

Connect with Marc

• Website: Mak Construction | Mak Capital 
• LinkedIn: Marc Kuhn - President - MAK Capital
• YouTube: Marc Kuhn
• Instagram: @marc.kuhn.mak 
• Linktree: Marc Kuhn 

 

 

CONNECT WITH US

Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

Follow Our Social Media Pages

Facebook: Great Venture Capital

LinkedIn: Great Venture Capital

Connect on LinkedIn: Justin Dixon

Email: Justin@GreatVentureCapital.com

Tune in to our conversation with Bryan Escudero, where we uncover why he dipped his toes in multifamily real estate investing and established a top-tier company despite having a W-2 job. Learn more about his impressive story and strategy by checking this episode out!

 

 

Key takeaways to listen for:

• Bryan’s unique journey into the realm of real estate
• The power of a well-thought-out business plan in real estate
• How to set up a successful remote real estate team
• An overview of the Dallas-Fort Worth real estate market
• First Gen Foundations’ outlook for 2024

 

 

Resources:

• Long-Distance Real Estate Investing by David M. Greene | Kindle, Audiobook, and Paperback
• BiggerPockets 
• BiggerPockets Real Estate Podcast 
  

 

 

About Bryan Escudero

Bryan Escudero is President and Co-Founder of First Gen Foundations. As he began his real estate journey, Bryan noticed a problem for people like him – first-generation investors who might not have all the foundational knowledge to get in the game. First Gen Foundations was created to bridge that gap and represent real estate's incredible qualities as an investment vehicle for generational wealth to new investors.

 

Bryan resides in South Florida with his wonderful wife, Jessica. Along with his partner and Co-Founder, Eduardo Escudero, they have over 20 years of project management experience. Together, they have grown to $8.5m (55 doors) AUM in a short time.

 

 

Connect with Bryan 

• Website: First Gen Foundations
• LinkedIn: Bryan (First Gen Investor) Escudero 
• Instagram: @firstgenfoundations

 

 

CONNECT WITH US

Are you looking for the easiest way to grow your passive real estate portfolio? Visit Great Venture Capital to join our Investor Club today!

 

 

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Facebook: Great Venture Capital

LinkedIn: Great Venture Capital

Connect on LinkedIn: Justin Dixon

Email: Justin@GreatVentureCapital.com