SA900 | Retirement Goals Fulfilled: From Single-Family to Syndicating 400-Unit Deals with Sridhar Kumar Sannidhi

This episode with Peter Neill explores the factors that make single-family and affordable housing powerful in the present real estate and economic situation. He clearly explains the need for providing high-quality yet cut-rate homes while giving value to investors, the significance of having communication skills in raising money, and his extensive knowledge of the housing market.

Grasp a different approach to leveraging the potential of single-family investing by diving into this conversation!

Key Points & Relevant Topics

• How Peter got introduced into the real estate space, his roles in the past, and his journey to building partnerships
• What it’s like to raise capital for a company
• Attributes and abilities of a successful capital raiser
• The importance of establishing proper communication and setting expectations with investors
• How real estate investing has changed over the years in terms of resources, options, and communication
• The current demand and state of single-family and Section 8 Housing
• Why it makes sense to invest in affordable housing in today’s market
• Ways to evaluate the market and housing supply and demand
• The value of having patience, giving value, and asking for other people’s help in real estate

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Peter Neill

Peter Neill is the Co-Founder and Partner at GSP REI, a vertically integrated real estate investment company specializing in acquiring, developing, and managing single-family affordable and workforce rental housing. 

Peter has over 9 years of real estate investing and capital raising experience. He plays an active role in the management of the company and its various fund offerings. Peter is chiefly responsible for fulfilling the company’s capital raising goals by marketing and communicating the company’s private fund offerings and maintaining key relationships with the company's investors. 

Get in Touch with Peter

• Website: https://gsprei.com/ 
• Email: pneill@gsprei.com 
• Phone: 610 357-2330

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Get prepared for an exciting episode featuring Donato Callahan with his story of creating success as an investor and helping others through his innovative and cutting-edge software, Bright Investor.

Don’t miss out as we discuss how Bright Investor can make market research more convenient, how this platform can help you expand and scale faster, plus his wisdom about retirement, investment, and business.

Key Points & Relevant Topics

• What kept Donato looking for a wealth-building vehicle after losing $25k in the stock market 
• Donato’s perspectives on retirement through 401(k)s
• 3 benefits of owning and investing in real estate 
• How Donato started his journey in real estate investing at a young age
• Donato’s transition from house hacking and wholesaling to commercial multifamily syndication
• The impact of mentorship on creating partnership and business relationships in the syndication space
• Bright Investor: Its background story and what this platform is all about
• The mindset it takes to successfully launch and run a real estate platform or software
• Bright Investor’s data update, special features, pricing, and advantages over other platforms 
• Ways Bright Investor can help in finding off-market deals

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Donato Callahan

Donato secured the prestigious Department of Defense SMART Scholarship following his high-school valedictorian success. He later graduated Magna Cum Laude from Boise State and dedicated time to wildlife conservation in South Africa and wildlife ecology studies in Montana. Amidst the COVID-19 lockdown, Donato discovered real estate investing, leading to the establishment of his first wholesaling company and the acquisition of an astounding 176 residential and commercial multifamily units by the young age of 23.  

He’s on track to achieve nearly 400 units and $40M in real estate in 2024, speak at numerous universities, and empowers investors through his company BrightInvestor, a cutting-edge real estate market research tool getting results for investors to grow, scale, and profit. 

Get in Touch with Donato

• Website: https://brightinvestor.com/ / https://www.donatocallahan.com/ 
• Instagram: @donato_callahan

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode, Alex Kingman proves that undervalued and troubled properties can transform into steady income-generating assets! Dive into our conversation as Alex talks through the risks and upsides of doing heavy value-add into distressed multifamily communities, building good connections with investors, and the main reasons to consider investing out of your backyard.

Keep tuning into this show and begin visualizing a fulfilling life through passive investing in real estate today!

Key Points & Relevant Topics

• How Alex discovered real estate investing and started house hacking
• The impact of Robert Kiyosaki’s books on Alex’s life trajectory and perspective
• Reasons why some investors choose to invest out-of-state instead of California
• The potential to scale and grow faster in multifamily
• Pros and cons of investing in heavy value-add and distressed properties
• Best places to find investors for deals involving distressed assets
• Giving value and maintaining a relationship with investors from meetups
• The importance of focusing on your goals and having the courage to keep going in real estate

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• The Book on Managing Rental Properties by Brandon Turner and Heather Turner
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Alex Kingman

Alex is the Director of Investor Relations at KGI Capital. Her company helps high-income and high-net-worth individuals invest passively in apartment buildings so that they can reduce their tax burden, grow passive wealth, and live life on their own terms. 

KGI capital invests in 20-100 unit distressed multifamily properties and redevelopment projects in the Southeast and Midwest. To date, they have acquired 253 multifamily units and have $30MM in assets under management. Before going full-time into real estate, Alex was one of the top Airstream salespersons in the country. She is located in the San Francisco Bay Area and is a mother of two girls.  

Get in Touch with Alex

• Website: KGI Capital - https://www.investwithkgi.com/ 
• LinkedIn: Alex Kingman

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Today, we’re bringing another fantastic guest on the show, Shane Thomas! He chats about how he ended over a decade of working in the corporate world by discovering real estate investing, reaping the benefit of shifting from single-family to multifamily space, and his company's continuous growth.

Shane also outlines top-tier strategies his company utilizes for handling potential investment risks, thousands of units, and preserving investors’ capital for a long-term goal. There's more to learn from this interview, so get right in!

Key Points & Relevant Topics

• Shane’s extensive experience in accounting, consulting, and journey to wealth-building in real estate
• The most challenging part of self-managing single-family homes out-of-state or country
• Multifamily’s evolving popularity and the importance of having a long-term vision in today’s market
• Why you should take asset management seriously
• Things to highly consider in your cadence and KPIs when managing over a thousand units or multiple deals
• Evaluating the performance of each KPI in a deal and some ways to ensure KPI goals are attainable
• Strategies for managing risks and having reserves
• The value of leveraging other people’s skills and mindset, partnerships, and networking events

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Shane Thomas

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

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

Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.  

Shane is a Certified Public Accountant (CPA, Illinois) and Chartered Accountant (CA, Canada). Shane has a bachelor of Mathematics degree and a Master of Accounting degree from The University of Waterloo located in Ontario, Canada.  

Shane resides in Houston, Texas with his wife and three daughters ages 6, 5, and 4.  

Get in Touch with Shane

• Website: https://catequity.com/
• Email: shane@catequity.com 
• LinkedIn: Shane Thomas / Catalyst Equity Partners 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Many times, we heard in this show that patience is one of the keys to success in the real estate business. It is exactly why we’ve collaborated with Justin Moy in this episode!

Justin joins us to share how he pursued investing despite failures and not earning money in the first few months of his sales career at a young age, the positive impact of deferring his gratification in the face of his wins in the commercial space, and most importantly, his deep understanding of passive investing and growing a portfolio. Listen in to resonate with his journey!

Key Points & Relevant Topics

• The reason why Justin is interested in real estate despite his family’s contradicting perspectives
• What kept Justin motivated to pursue real estate in spite of his failure for the first 6 months of his career
• The turning point that triggered Justin’s transition from sales to residential and commercial investing
• Advantages of investing in Midwest markets
• Realities of acquiring investment properties and what it really means to be passive in real estate
• Efficient ways to extraordinarily operate properties and scale your investments
• Process of starting a fund, evaluating deals, and vetting operators 
• Why it’s important to diversify into different asset classes in the current market condition 

Resources & Links

• To download Justin’s FREE retirement calculator, “The Top Secret Investing Strategy For Sales Professionals” ebook, and a bonus gift, visit https://www.presidentsclubinvestors.com/. 
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Justin Moy

Justin Moy was in real estate sales in the Bay Area of California when he was 18 years old. The most competitive market at the time, he cold-called owners all day, for 6 months straight with 0 success. He decided he was going to quit his sales job and never look at the industry again, but one more lead popped up on his dashboard, and figured he’d give it one last call before never touching the industry ever again. That call turned into his first listing and purchase, and net a $60k commission to him.

He spent the next years of his life in sales roles, consistently performing within the top 5% where he went. He realized he was transactionally rich but not wealthy. He was sacrificing his personal life for professional growth. When he went to start investing his money to hopefully buy back his time, he realized nobody in the investing space served sales professionals by taking into account their specific pain points (variable income, exposure to recessions, volatile job) and realized he was burning out. 

That’s when he realized that investing in commercial real estate could help sales professionals address all the pain points unique to them, and almost all sales pros he’d invested with have been able to replace their income with passive income with this strategy.  

Get in Touch with Justin

• Website: https://www.presidentsclubinvestors.com/ 
• LinkedIn: Justin Moy - The Presidents Club Investor 🏆

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Whether you’re a limited or general partner in multifamily syndication, lend an ear to this episode with Deepa Reddy Akula! Today, she connects with us to share her journey from engineering to passive investing to where she is today.

We’ll cover Deepa’s competence in preserving investors’ capital in a volatile market, the perks of investing in a fund, property value-add strategies, and some excellent advice when participating as a limited partner in a deal. Let's benefit from her wealth of knowledge by tuning in!

Key Points & Relevant Topics

• What attracts Deepa to invest passively in real estate syndications
• Valuable tips on what investors should be asking and looking for in a deal when investing as a limited partner
• Things to focus on to preserve investors’ capital as an asset manager and general partner
• Deepa’s amazing journey with JT Capital Group as an LP, co-GP, and Principal
• JT Capital Group’s current focus markets and its goal of increasing the living standards of its residents
• Advantages of having a fund model

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Deepa Reddy Akula, PE, MSME, M.ASCE

Deepa Akula is a highly accomplished leader and real estate investor, with over 14 years of experience in engineering and commercial real estate. Currently, she serves as the Managing Principal at JT Capital, leading the investor relations group. JT Capital is a boutique Real Estate Private Equity group specializing in institutional-grade multifamily properties in vibrant submarkets of Texas and Florida. 

She brings her love for numbers and strategic thinking from her engineering background and her experience in property management, asset management, and underwriting to the field of commercial real estate. She is passionate about generating double-digit returns for passive investors through strategic investments in Multifamily assets. 

Deepa is an alumnus of the University of Missouri, where she earned a Master of Science degree in Engineering. 

Get in Touch with Deepa

• Website: https://www.jtcapitalgroup.com/ / https://www.jtcapitalgroup.com/current-offerings 
• LinkedIn: Deepa Reddy Akula, PE, MSME, M.ASCE

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Are you struggling to get good results in your real estate investing business, such as raising capital and generating leads, despite your marketing efforts? Dive into this interview with Jesse Futia, a LinkedIn branding expert and an investor, to discover more about LinkedIn and its power in growing your brand and online presence.

Jesse provides high-powered tips on utilizing your LinkedIn account as an investor, content postings, email campaigns, newsletters, and more. Don’t miss out on this episode to start claiming your reputation in the competitive world of social media!

Key Points & Relevant Topics

• How Jesse started from a small project to getting involved in student housing, commercial space, and syndications
• Some ways to differentiate yourself from other student housing owners and landlords
• Benefits of transitioning from student housing to larger asset classes
• What makes LinkedIn a powerful platform for investors and other professionals
• Why consistency is important in LinkedIn content posting
• Authenticity and why it matters for your online presence
• Drip campaign newsletter: What it is, how it works, and how to nurture it
• Jesse’s perspectives on constantly sending emails, texts, and outreach messages to people for marketing
• How to identify real or fake (spammers, scammers, etc) people who reach out on LinkedIn
• The advantage of upgrading your LinkedIn to a premium account
• The importance of taking consistent action in getting positive results on social media branding

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Jesse Futia

Jesse Futia is the Principal and CEO of Executive Equity Investing. Jesse grew up in Albany NY and graduated from the University of Albany. He was commissioned as an officer in the US Army and served as a US Army Ranger from 2019-2021. Jesse Began investing in real estate during college where he and his family built one of the largest student housing portfolios in Albany, NY. In 2021, Jesse made the transition to commercial real estate with the goal of investing in mobile home parks, apartment buildings, and self-storage deals to achieve incredible returns for investors. 

Get in Touch with Jesse

• LinkedIn: Jesse Futia
• Website: https://www.execequityinvesting.com/ / https://www.finghost.io/ 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you missed listening to our real estate experts last month, visit the links below!

https://bonavestcapital.com/podcast/
https://www.buzzsprout.com/1368325

Watch this recap episode on YouTube:
https://www.youtube.com/watch?v=0aMpb_rApTw

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode, another remarkable guest joins us, San Eng! He’s here to share his success in the industry across the US, Canada, and Asia markets, the failure he had to overcome along the way, what it’s like to live financially stable through multiple businesses, and more. Don’t miss out on another great conversation!

Key Points & Relevant Topics

• San’s business journey and his life after selling his assets
• How driving and traveling can lead to finding opportunities and great investments
• San’s business model and some of his strategies from acquiring to selling deals
• Investing in the US vs. Asia
• San’s current focus in real estate
• Why you should be persistent and treat real estate investing as a business

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About San Eng

San is an “Investorpreneur.” As an investor, San has managed billion-dollar funds and deployed US$700+ million in the technology, infrastructure, consumer, blockchain, agriculture, and real estate sectors in the USA, Canada, and Asia. San’s private equity firm has been ranked Top 30 and Top 50 in China. As an entrepreneur, San has founded and led ventures raising $200+ million. He has been seated on boards and advised founders of three dozen companies. In real estate, San has invested hundreds of millions of dollars in single-family homes, farmland, mortgage funds, retail/commercial and multifamily apartments in North America and Asia. 

San’s ikigai (reason for being) is his family and coaching his 3 daughters (and targeting one million more) through GenFIRE to achieve Financial Independence, Reach Excellence. 

San is dedicated to education through leading GenFIRE and sharing insights from his books, the Wall Street Journal & USA Today best-seller Ten Commandments of Investing (#10Cs) and its upcoming sequel Ten Commandments to Generational Wealth (#10C2). San has taught investing as Adjunct Professor at prestigious universities and served on boards of educational institutions such as the Wharton Club of Shanghai. He is currently the President of the University of Pennsylvania alumni club of Tampa Bay.

Get in Touch with San

• Website: https://skytiancapital.com/ / https://genfire.co/ 
• X (Twitter): @TheSanEng
• Facebook: Skytian Capital
• LinkedIn: Skytian Capital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

With over three decades of experience in the IT industry, what made Sridhar Sannidhi choose real estate as his investment vehicle to retire?

We’ve invited Sridhar Kumar Sannidhi to break down his journey as an investor in single-family, his smooth transition to passive investing as a limited partner, and now syndicating large deals as a general partner. Deep dive into this episode to acquire the mindset it requires to trust the process towards your retirement!

Key Points & Relevant Topics

• Why Sridhar decided to invest in real estate despite having a good career in the tech industry
• How Sridhar transitioned from single-family to passive investing in multifamily syndications
• Investing as a limited partner and choosing the right operator
• Sridhar’s journey from limited to general partnership and sponsorship
• Things to consider when looking for a good deal as a general partner and passive investor
• The point where Sridhar decided to go all-in and full-time in real estate investing

Resources & Links

• BiggerPockets
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Sridhar Kumar Sannidhi

Sridhar is the CEO and Founder of Grow Wealth 2 Retire, LLC, a real estate company focused on acquiring and building A and B-class apartment complexes and land development through syndications.   

Sridhar has been a Technologist for three+ decades spanning Legacy, Distributed, Internet, and Cloud computing. He is an Accredited, Deal Syndicator, Passive Investor in Commercial and Residential, Co-sponsored approx 3700+ units in 15 multi-family complexes in Texas and Tennessee (over 400 mil USD) three of which completed full cycles in less than 4 years, and Passively invested over 11,600+ multi-family unit syndications in US (over 1.6 Billion USD). 

Get in Touch with Sridhar
Website: http://www.growwealth2retire.com/ 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!