Mindful Multi Family Show #263 with Chris Salerno (Investing for Military Veterans with Tim Little)

Maxwell is the founder of Fulcrum Lending, a direct balance sheet lender for multifamily properties nationwide. His background is in real estate investment and operations across wall street firms, having managed institutional private equity funds of over $1.4B in Assets Under Management and underwritten real estate acquisitions totaling over $10B. He’s leveraged this experience to build scalable PropTech platforms and products across real estate verticals. In early 2019 he was recruited to lead the spinout of a technology group within Greystone as the Chief Underwriter, leading all credit analysis, structuring, underwriting and business development. The resulting company was TapCap, a mortgage technology platform solely focused on originating multifamily GSE, bridge and CMBS loans throughout the United States. The company was subsequently sold to Walker & Dunlop (NYSE: WD).

Bethany Finch, the Remote RV Investor and founder of American Made Home Solutions. Bethany has over 27 years founding and running 4 separate companies; a credit hacking business, an executive rental business, a single family residential renovation business, and a multifamily syndication business. Her and her husband, Kurt Finch, have worked their way all their way up from a groundskeeper to owner of multifamily, at one time Kurt had over 5,000 doors all under full renovations across 20 different properties under management. Kurt & Bethany are working to utilize their God given gifts to further Christ's kingdom while utilizing their many properties in many different markets. Bethany spent many of her years also teaching both K-12 students and adults in a variety of subjects such as higher level maths and sciences. She loves to see the “lightbulb” go off for people to be able to see the door opened to opportunities they never knew were available. You can find Bethany & Kurt travelling the USA with their RV security, Blue dog.

Arunabh Dastidar has a background in engineering, starting his coding years in his teens. In fact, he was building and selling web products even prior to college. He spends most of his free time thinking about tech and startups, but when he is not, he plays acoustic guitar and attends music festivals. He enjoys traveling and trying food across the world, mentioning that Tokyo ruined Sushi for him.

Arunabh was on a very important call, and his excel sheet was crashing. He looked left and right, and couldn’t find anything to support what he needed. He found some co-founders, and built the solution he wished he had for the industry.

I'm Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles. With a $206M+ portfolio, I fuse economic foresight and real estate prowess for an exciting and value-driven discussion for podcast audiences.

We invest by two foundational beliefs:
- Wall Street is broken. Real Estate is the cure.
- Economics tells the future.

As CEO/Founder of Saint Investment Group, I lead a veteran team acquiring institutional-grade real estate assets nationwide. Our 20+ state portfolio, 24 projects, and 500+ loans showcase our strategy-driven prowess, with Saint on track to raising $100M+ yearly.

I’ve received praise from high-level podcasters like Hunter Thompson, Tyler Lyons, and Jonathan Cattani with me being the guest on some of their highest-reviewed episodes. My data-driven investing approach. For this reason, every podcast I’ve been featured on has invited me back for updates on the compelling economic insights we’ve reviewed on their shows.

My knack for simplifying complex theories allows me to provide you with dense material in an entertaining bite-size way.

Mike Sr. is a licensed Master Builder in Michigan and Florida. With over 35 years in the construction industry, he has built, renovated, and remodeled residential houses, including multi-million dollar homes for local celebrities. He is a founder of several multi-million dollar companies that build and flip houses, and invest in multifamily real estate.

Our company is ACME Development Group that is operated by our GC, Alex Montero, and Alberto Bernardoni (me). I started investing in real estate after I fleeing the dictatorship in Venezuela and relocating to Houston, TX. The oil & gas industry is where I originally started working in the USA until the 2008 recession which led to me being laid off and desperate to find an opportunity to satisfy my ambition, real estate investing. I grew my portfolio from two SFR worth 300K to a commercial portfolio worth 6.5 million all in just eighteen months. Now me and my partner are growing our portfolio through multifamily developments that offer our investors 12% COC returns in six months. I'm looking forward to speak with you and explain how developments are a low-risk option for multifamily investors who are weary of high-inflation, high interest rates, and recessions.

Brad Baldridge is one of the nation’s leading college financial experts. He teaches families the best ways to plan, save and pay for college so they can make their children’s college dreams come true without wiping out their finances or their retirement.

For over 20 years, he has shared his expertise and insights through his private practice, as a blogger and host of the Taming the High Cost of College Podcast, and as a presenter at numerous workshops and seminars.

Joel has a 42 year track record in industrial real estate. He co-founded Epic/Savage Realty Partners in 1991 where he oversaw hiring and mentoring 60 industrial real estate professionals, many of whom became his partners. His group sold the firm to an international real estate company in 2014 and Joel started Brit Properties.
As an industrial real estate broker and owner, Joel has secured over 2,000 industrial property leases and sales, totaling over $2 billion in brokerage volume and $250 million in acquisitions. His greatest accomplishment is maintaining valued relationships with brokers, tenants and investors spanning five decades.
He does fully syndicated deals, often with 0% debt, an unheard of approach in real estate which caters to his wealthy investor base primarily concerned with conservation of principal. His experiences during the Great Recession in 2008 have informed his investment approach to be hyper-conservative while still allowing an ~8% cash return, plus upside, for his
investors.
Joel attended the University of Michigan. He enjoys playing golf and spending time with his family, particularly his 3 young grandchildren.

His career began as an aerospace engineer, Charles Hamilton starting at Structural Dynamics Research Corporation (SDRC), a Computer Aided Design (CAD) company, straight out of college. During his tenure at SDRC, Charles held various positions, including sales, lead application engineer, customer service engineer, and project manager. Notably, his contributions in assisting Xerox with CAD system work processes earned him commendation and played a key role in securing Xerox as the second-largest account for SDRC upon their adoption of the CAD system.

Transitioning into software development, Charles served as a project manager at Booz Allen Hamilton, Spaceworks, and Digital Harbor. At Booz Allen Hamilton, he managed projects of diverse scales, engaged in consulting, and pursued an MBA to complement his skill set.

His involvement in real estate commenced after his father's passing, where Charles assumed responsibility for overseeing a 4-lot mobile home park and a single-family home rental. Drawing from his accumulated experience, his objective is to further invest in multifamily units and hotels.

As a member of a team, Charles recently concluded the acquisition of a 65-unit apartment complex in Charlotte, NC. His roles in this venture include being a General Partner (GP) and a Limited Partner (LP), with the deal finalized on August 10, 2023. Additionally, he actively contributes to the asset management team for this property.