REIA 420 Peter Richter: Investing Strategy in the New Interest Rate Environment

Jordan is celebrated as one of Windsor's top realtors. He's a family man at heart and a believer in authenticity. He has extensive experience in investing, both with success and navigating pitfalls within the industry.

Main point:

• Why do exit strategies matter?
• Is it still wise to invest in today's market?
• What would you have done differently if you'd had a crystal ball?
• How does your perception of the value of money change how you use it?
• Do you regret your decisions as an investor in the past two years?
• How do you qualify risks you're willing to take?

Connect with Jordan Silvester:

• Book a call for strategic planning for your next investment: https://calendly.com/jordan-silvester
• jordan@silvesters.ca
• https://www.facebook.com/jordan.silvester.3
• https://www.instagram.com/silvesters.ca
• https://www.linkedin.com/in/jordan-silvester/
• https://www.tiktok.com/@jordan_silvester
• https://www.youtube.com/@Jordan.Silvester
• http://jordansilvester.com

Julian Vogel has work over $11,000 million in real estate transactions and originated debt and equity for almost every commercial asset type and scenario. Julian Vogel began his career in a boutique sales brokerage, called Eastchester Equities, located in Eastchester, NY. During his time there, he was mentored by the head broker in capital structuring and acquisitions. The brokerage was focused on the tri-borough markets. From there Julian went to Deerwood Capital, which was rated in the top 15 commercial mortgage brokerages in the United States for three years in a row. While at Deerwood, Julian worked on over $250 million dollars of real estate transactions and originated debt and equity for almost every commercial asset type and deal scenario. After spending nearly 3 years at Deerwood, Julian started his own commercial mortgage and equity brokerage called Return Capital, LLC. While running Return Capital, Julian worked on $300 million dollars’ worth of commercial real estate deals and structured and originated both debt and equity for his clients over a 3-year period. Julian joined Colony Hills in 2019 and has since been instrumental in successfully sourcing and structuring approximately $624 million of debt and equity for both acquisitions and for the first and second Catalyst Real Estate Funds.

Main point:

• What is neutral or positive leverage? 
• How can a passive, inexperienced investor, quickly figure out if a deal is conservatively underwritten or not?
• How does your team decide what deals or markets to invest in? 
• What are the real estate investment vehicles that Colony Hills offers?
• How does an investment waterfall work?

Connect with Julian Vogel:

• Check out our website and our Fund III!
• julian.vogel@colonyhillscapital.com
• https://www.linkedin.com/in/julian-vogel-5b855930/
• http://www.colonyhillscapital.com

Marcus is an intentional husband, father, and founder of A Long Legacy Capital. Following a 21 year career as a Naval Officer, he leveraged his nearly two decades of real estate investing experience to continue a life of service to educate and bring opportunity to others.

Main point:

• After over two decades in the military, why did you become a full time real estate investor? 
• Were there lessons from the military that have translated to your real estate investing journey? 
• Why should those that are busy professionals or not interested in being an active investor consider passive investing in real estate? 
• What do you or your team do that you believe makes you different from others in the same profession? 
• What are the first steps someone should take if they are interested in passively investing and understanding if these investments are a good fit for them. 
• A lot of these are focused around benefits to or relationship with passive investors, but I am happy to discuss any other questions that you think would be useful for your audience including communication, systems, processes, etc.

Connect with Marcus Long:

• https://alonglegacy.com/connect/
• marcus@alonglegacy.com
• https://www.facebook.com/marcus.long
• https://www.instagram.com/marcus.l.long/
• https://www.linkedin.com/in/marcus-long-22278391/
• https://alonglegacy.com/

Former Career Firefighter with Baltimore City turned Real Estate Investor. We have grown our portfolio to over $70mm of assets with a concentration on Self Storage and Multi Family
Main point:

• Benefits of Self Storage 
• How To Grow An Orginization
• How To Raise Private Capital For Your Deals
• Can you share your journey from being a career firefighter in Baltimore City to becoming a real estate investor? What inspired you to make this transition?
• What factors led you to concentrate your real estate investments in self-storage and multi-family properties? Are there specific advantages or strategies you find particularly compelling in these asset classes?
• Growing a real estate portfolio to over $70 million is a significant achievement. Could you outline some key milestones or strategies that contributed to this growth?
• Self-storage is often considered a unique niche in the real estate industry. What drew you to this asset class, and what are the challenges and opportunities you've encountered while investing in self-storage facilities?
• Multi-family properties are a popular choice for real estate investors. What approaches or tactics have you used to successfully manage and grow your multi-family portfolio?
• Can you share a specific success story or deal that was instrumental in expanding your portfolio? What made it stand out, and what lessons did you learn from it?
• With your background as a firefighter, do you find any unique skills or perspectives from your previous career that have been valuable in your real estate investments?
• Real estate investing often involves various financing and funding strategies. How have you secured financing for your portfolio's expansion, and do you have any tips for others looking to finance their real estate investments?
• Property management is a critical aspect of real estate investing. How do you approach property management, especially when dealing with a diverse portfolio of self-storage and multi-family properties?
• What are your thoughts on market cycles and risk management in real estate investment? How do you adapt your strategy to changing market conditions?
• Are there any specific geographic regions or markets that you prefer for your real estate investments, and if so, what factors influence your selection of these areas?
• As someone who has transitioned from a different career, what advice would you give to individuals considering a similar shift into real estate investment? What skills or knowledge do you believe are essential for success in this field?

Connect with Ian Horowitz:

• See how we co-invest on our deals at www.equitywarhouse.com
• ian@equitywarehouse.com
• https://www.facebook.com/equitywarehouse
• https://www.facebook.com/equitywarehouse
• https://www.linkedin.com/in/ian-horowitz-255185106/
• https://www.linkedin.com/in/ian-horowitz-255185106/
• https://www.youtube.com/@EquityWarehouse
• http://www.equitywarehouse.com
• Podcast-Real Estate Reserve Podcast

Clear Investment Group invests in large distressed multi-family complexes throughout the country. Amy Rubenstein's portfolio includes multi-family properties, retail and office. She specializes in creative structuring and stabilization, maximizing the financial performance and the revitalization of acquired assets.

Main point:

• Could you tell us more about Clear Investment Group's approach to investing in distressed multi-family complexes? What sets your investment strategy apart from others in the industry?
• In your portfolio, you mention that you invest in multi-family properties, retail, and office spaces. How do you balance your investments across these different asset classes, and what factors influence your decision-making in each area?
• Can you share a specific example of a successful creative structuring and stabilization project you've worked on in the past? What challenges did you face, and how did you overcome them?
• Revitalizing acquired assets is a key part of your specialization. What strategies do you employ to enhance the value and financial performance of these properties once they are acquired?
• What are some of the most significant trends you've observed in the multi-family real estate market in recent years? How do these trends impact your investment decisions?
• Clear Investment Group invests nationwide. How do you assess and select potential investment opportunities in different regions, considering the diverse real estate markets across the country?
• When evaluating potential investment properties, what criteria do you prioritize, and what due diligence processes do you follow to ensure the viability of an investment?
• Can you provide insights into the role of sustainability and environmental considerations in your investment decisions and property management practices?
• In your experience, what are the key challenges and opportunities in the current real estate market, and how has the industry evolved during your career?
• Are there any particular markets or regions that you find particularly promising or challenging for real estate investment at the moment?
• How do you stay updated on industry trends and market dynamics to make informed investment decisions? Are there specific resources or strategies you find particularly valuable?
• What advice would you give to individuals or organizations looking to get involved in real estate investment, especially in the multi-family sector? What are some common pitfalls to avoid?

Connect with Amy Rubenstein:

• www.clearinvestgroup.com  We are heading to the close of raising on our current Fund. We have already allocated just under 50% of the total fund.
• amy@clearinvestgroup.com
• https://www.linkedin.com/company/clear-investment-group/
• http://www.clearinvestgroup.com

Mr. Richter, with extensive experience in investor relations and asset management, directs strategic initiatives at Interwest Capital. Formerly at Davlyn Investments, he managed $85 million in equity placement and led ESG initiatives. His multifamily industry expertise includes roles at Holland Residential, Pinnacle International, and UDR overseeing a diverse San Diego portfolio. Mr. Richter provides strategic direction on matters affecting investor communication, capital markets, and functions as a liaison to new investors. Prior to joining Interwest Capital, Mr. Richter served as the Director of Investor Relations and Asset Management at Davlyn Investments where he oversaw the placement of over $85 million in equity as well as spearheaded the implementation of portfolio wide ESG initiatives.  Before Davlyn, Mr. Richter spent his entire professional career learning the intricacies of the multifamily management and investment industry from the ground up working for national operators such as Holland Residential and Pinnacle International and UDR, one of the nation’s largest REITs where he oversaw their San Diego portfolio which consists of both mid-rise and high-rise, class A apartments.

Main point:

• How has investment appetite changed over the past 14 months.
• Have you experienced a change in Capital Flow on both the institutional and Retail investor side. 
• Where do you see opportunity in this new economic Landscape?
• How has your strategy Shifted?
• Are there Markets/Asset classes that you think are particularly interesting right now?
• What are some Challenges in the multifamily space?

Connect with Peter Richter:

• Reach out to me to discuss anything multifamily related and get added to our list to receive upcoming investment opportunities.
• peter@interwestcapital.com
• https://www.linkedin.com/in/peter-richter-84081382/
• http://Interwest Capital Group

Chris Prefontain is a 3-time bestselling author who has been through several real estate cycles. He understands the challenges of real estate investing and is ready to give us clarity on how we can successfully navigate the constantly changing real estate investment environment.

Main point:

• What does it mean to buy and sell real estate on terms?
• With subject to how do you handle the due on sale clause
• Does someone have to be full-time to do this business
• How can someone transition to full-time if they want to
• How would you compare this type of real estate investing to flipping, rehabbing, wholesaling, or even renting apartments?
• Is now a good time to invest in real estate and what are your predictions on the market?
• You trademarked 3 Paydays. Can you explain?
• How do you control 60-80 million of real estat4e with your Wicked Smart Community with little to no money down and not signing on loans?

Connect with Chris Prefontaine:

• www.wickedsmartbooks.com/abundance1
• chris@smartrealestatecoach.com

As Head of Investor Relations at Circuit City, Josh Ziegelbaum is responsible for managing investor communications, capital commitments, individual and commercial relationships, as well as overall support of the company's growth initiatives.

Main point:

• How did you go about relaunching an iconic brand in pursuit of disrupting the consumer electronics industry?
• How can an eCommerce platform do $120M in revenue when directly competing with Amazon?
• What is Powered by Circuit City and planned growth through strategic partnerships (JCPenney, etc.)?
• The future for third-party sellers on eCommerce platforms 
• How is Circuit City using AI to give customers a curated path to purchasing the right products?
• Can you explain the evolving customer expectations in the consumer electronics and eCommerce industries?
• What are the paths to liquidity for Series A investors?

Connect with Josh Ziegelbaum:

• Circuit City's Series A funding round is now open for investment. Investors are forecasted to realize a 7.35x equity multiple on invested capital through a 2028 exit. Visit invest.circuitcity.com for more information.
• josh.ziegelbaum@circuitcity.com
• https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
• https://invest.circuitcity.com/

Vessi Kapoulian is the Founder of Dream Believe Achieve Capital Group, a real estate investment company based in Los Angeles, CA. Vessi helps busy professionals who are tired of working 60+ hours a week create passive income streams to reach their goal of leaving a legacy for their families, diversifying their investments from the stock market, and achieving tax efficiencies.

Main point:

• Topics I can cover include:
• Underwriting (especially in the current environment),
• Making the transition from residential to multifamily investing
• Investing out of state,
• Leveraging my lender background in analyzing deals as an investor,
• Investing in RE and managing a portfolio while working a full time W2 job,
• Creating various income streams,
• Retiring early from my W2 through real estate
• Or simply having discussion on current markets and navigating through those.

Connect with Vessi Kapoulian:

• Download a complimentary digital book copy at https://21042267.hs-sites.com/multifamily-digital-book
• vessi@thevessik.com
• https://www.facebook.com/groups/915203942803851
• https://www.linkedin.com/in/vessi-kapoulian/
• https://www.youtube.com/channel/UC7Gvm6hGGKGHSerXCTj8H4w
• http://www.dbacapitalgroup.com

Zach Winner is a founding partner and the CEO of Prosperity CRE, a private equity firm specializing in providing passive investment opportunities in multifamily apartment complexes.

Main point:

• When and how did you start investing in real estate?
• Why did you transition from owning and renting single family homes to large apartment complexes?
• What is your strategy and business plan when buying large apartment complexes?
• What markets in the US are you targeting and why?
• What are the main benefits your investors receive when they invest with you?
• Real estate is one of the most tax-advantaged investment vehicles. What tax strategies do you employ?

Connect with Zach Winner:

• For more information on Prosperity CRE, go to our website, ProsperityCRE.com. Also, connect with Zach on LinkedIn at https://www.linkedin.com/in/zachwinner/
• zw@prosperitycre.com
• https://www.linkedin.com/in/zachwinner/
• http://ProsperityCRE.com
• Podcast- 10X for Gen X, Y, Z