Multifamily Insights

Tim Little is the founder and CEO of ZANA Investments, a Tampa-based real estate investment firm named after his two daughters, Zara and Lana. He's passionate about helping fellow military veterans escape the "landlord trap" and get competitive returns by providing opportunities to invest passively in apartment buildings.

Tim started investing in real estate with a duplex in 2014 and has grown to a portfolio of 693 co-owned units valued at over $90 million. Practicing what he preaches, he also passively invests.

In this episode, we talked to Tim about investing strategies, developing the right mentality, analyzing deals, and much more.

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Property Ventures;

02:28 Tim’s background;

06:40 Tim’s duplex in Richmond;

13:01 An insight on investing strategies;

16:51 The apartment syndication and Tim’s first deal there;

20:51 Setting the right mentality;

23:51 Where Tim’s at today;

28:12 Deciding which deals are worth it;

33:47 Round of Insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Not experiencing a great deal due to different vision sets between partners.

Digital Resource: ChatGPT.

Most Recommended Book: Atomic Habits

Daily Habit: Taking some time out to think clearly, or going for a walk.

#1 Insight for Multifamily Investing: No need to be an expert, but know enough to ask intelligent questions.  

Best Place to Grab a Bite: Edison Food & Drink Lab

Contact Tim:

tim@zanainvestments.com 

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Anthony Winston III, the driving force behind Winston Engineering Inc., embarked on his engineering journey in Chicago, IL. Armed with a Bachelor of Science degree in Electrical Engineering from Arizona State University, specializing in Power Transmission and Distribution, Anthony was poised to make a meaningful impact on the construction industry while cherishing moments with his family.

Before founding Winston Engineering, Inc, Anthony accumulated extensive experience, coordinating automated Lutron lighting design, developing controlled plug load systems, and designing temporary power systems for projects like Loma Linda Children’s/Adult Hospital. These endeavors shaped his expertise and formed the bedrock for the values that define Winston Engineering, Inc. today.

In this episode, we talked to Anthony about key aspects of building a successful company, finding clients, effective pricing strategies, commonly made mistakes in the sector, and much more.

Announcement: Check out the Apartment Investing Mastermind

Pre-construction Strategies;

02:29 Anthony’s background;

05:41 Working on missiles and radar technology;

06:27 How Anthony built his company;

09:34 Tips for finding your initial clients;

11:12 Recommendations on pricing strategy;

12:40 Typical projects in the market;

14:33 Ideal process flow in Anthony’s viewpoint;

17:46 Commonly made mistakes in the sector;

19:28 Advices on first-time developers;

21:17 Anthony’s favorite project so far;

24:40 Round of Insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Failing a big project due to COVID-19 outbreak.

Digital Resource: Monday.

Most Recommended Book: 

1) King Leopold’s Ghost

2) Adversity for Sale: Ya Gotta Believe

Daily Habit: Planning the next day on a whiteboard, right before leaving the office.

#1 Insight for Building an effective and powerful website: Setting clear expectations with one’s team, and setting up proper timelines.

Best Place to Grab a Bite: Bar Sofia

Contact Anthony:

https://winstoneng.com/ 

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Chris Finlay is the CEO and CIO of Lloyd Jones LLC. His journey began in the early 1970s when, in tandem with his father-in-law, he ventured into an avocado grove, even while he soared the skies as a pilot for Eastern Airlines for a remarkable 16-year stretch. As his entrepreneurial spirit took flight, Chris transitioned into the multifaceted world of real estate, leaving an indelible mark on the industry.

A pioneer in commercial brokerage, Chris Finlay revolutionized the industry with his "white shirt and tie" ethos at the helm of the Finlay companies. This catapulted the firm to become one of New England's largest real estate organizations. With divisions in appraisal, property management, and an esteemed educational arm, Finlay's legacy continues to shape the trajectory of real estate professionals today. 

In this episode, we talked to Chris about market dynamics, strategic planning for pivoting when the market changes, why they now focus on senior housing, and much more.

Announcement: Check out the Apartment Investing Mastermind

Multifamily and Senior Housing;

02:23 Chris’ background;

04:46 A high-level perspective on the market;

11:44 Planning the timeframe;

13:57 Transition into senior housing;

16:28 Types of senior housing;

23:12 Identifying the correct location;

29:45 Round of insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: An unexpected historical renovation that resulted in a loss.

Digital Resource: The free data provided by major brokerage firms and their websites.

Most Recommended Book: Billionaires' Row

Daily Habit: Getting up early and thinking about goals and accomplishments.

#1 Insight for Building an effective and powerful website: Having a proper operating platform for managing assets.

Best Place to Grab a Bite: Terry Black’s BBQ

Contact Chris:

https://www.lloydjonesllc.com/ 

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Peter Guirguis, a seasoned digital expert, is the dynamic force behind SwiftPress Support, a game-changing venture offering unparalleled technical support to WordPress website owners. With a rich history as the founder of Grace Digital Solutions, Peter has a proven track record in crafting exceptional websites for a diverse clientele, from businesses to personal brands. His commitment to excellence is evident in his ability to communicate intricate technical details to non-tech-savvy clients, ensuring they achieve their digital goals.

Now, with SwiftPress Support, he’s expanding his horizons to offer SEO, Google Ads, landing page design, and comprehensive care plans including web hosting. A recognized figure in the digital space, Peter has been honored multiple times by the Wells Fargo Leaders Club. When he’s not revolutionizing the digital landscape, he’s actively engaging with his community, sharing insights, and building connections.

In this episode we talked to Peter about WordPress’ advantages, effective SEO strategies, key elements of website design, Swift Press and its offerings, optimizing websites and enhancing online presence, and much more.

Announcement: Check out the Apartment Investing Mastermind

Digital Discourse;

02:20 Peter’s background;

04:18 WordPress vs. other platforms;

06:04 An insight on SEO;

07:06 SEO on WordPress and building up your website;

12:12 Key pillars of website design;

14:47 Content and the context of information within a website;

16:50 Evolving technology and AI;

19:43 The challenges of AI in terms of privacy;

22:06 Offerings of Swift Press;

27:57 Ideal clients of Swift Press;

30:49 Round of insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Cleaning up the pool without professional help.

Digital Resource: Sider.ai

Most Recommended Book: Thinking, Fast and Slow

Daily Habit: Spiritual practices.

#1 Insight for Building an effective and powerful website: Seeking professional help, especially if it’s not your expertise.

Best Place to Grab a Bite: Green Olive

Contact Peter:

peter@swiftpresssupport.com 

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Darryl Murphy Sr is a Managing Partner with a proven track record in real estate investing since the early 1990s. With extensive experience owning and managing properties across multiple states, he has a comprehensive understanding of real estate markets and the investment landscape. Currently, he owns 24 units with 42 self-storage units in Dayton, TX, 80 units in Vicksburg, MS, and land in Chester, Pennsylvania, and has gone full cycle on 104 units in Augusta, GA. Darryl is also part of a team that collectively owns over $90 million worth of apartments and over 6,500 units.

With a focus on continuous learning and professional development, Darryl has completed various educational programs and courses related to real estate. His qualifications include completion of Nursing, as well as advanced real estate courses such as Commercial Real Estate Certification, Real Estate Syndication, and Multifamily Real Estate Investing. Darryl is also an advisor and board member for several investment groups with a strong community focus.

In this episode, we talked to Darryl about his extensive experience in real estate, insights on managing properties from a distance, the importance of on-site management, the significance of investor relations, and much more.

Announcement: You can join the Invest Beyond Multifamily Conference here.

Asset Management;

02:40 Darryl’s background;

03:07 What Darryl is working on these days;

03:40 Managing a property in Texas from New Jersey;

07:06 Key lessons learned on a particular asset;

15:42 Insights on “boots on the ground” management;

22:07 Insights on asset management;

26:29 How to take good care of the investors;

28:16 Info on Darryl’s Mastermind event;

29:52 Round of Insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Darryl’s first ever deal.

Digital Resource: ActiveCampaign

Most Recommended Book: Frederick Douglass: Prophet of Freedom

Daily Habit: Praying to god every morning for all the opportunities, and the experiences to learn something new.

#1 Insight for Diving into Managing Investor Relationships: Maintaining constant vigilance over one's property and actively tending to its requirements.

Best Place to Grab a Bite:

1. Moorestown, NJ: Firebirds

2. Houston, TX: The Brisket House

Contact Darryl:

darryl@murphybaynardgroup.com 

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Maribeth Ross is a high-energy, award-winning marketing exec with over two decades of industry experience. A visionary leader in strategic planning and change management, Maribeth brings a consultative style and a knack for influencing at all levels. Armed with a deep understanding of statistics and marketing metrics, she excels in persona-based marketing and statistical analysis. 

With outstanding communication skills, both written and verbal, and a technical prowess spanning various industries, Maribeth is here to share insights that can transform your marketing game.

In this episode, we talked to Maribeth about key marketing insights and the impact of digitalization, A.I. technology, the value of tools like PERQ, the evolving landscape of the industry, and much more.

Announcement: You can join the Invest Beyond Multifamily Conference here.

How A.I. and Tech Impact Multifamily;

02:23 Maribeth’s background;

03:12 Insights on marketing within the industry;

04:15 The surprise “a-ha moments” of a buyer’s journey;

06:16 Digitalized industry and how to capitalize on that;

09:52 How are the operators adjusting to this digital revolution;

11:19 A.I. technology and its impact on the business;

17:31 What’s the return on investment for utilizing these tools;

18:53 How does this technology help with conversion rates;

22:26 How PERQ works and who its ideal clients are;

25:53 Round of insights;

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Working on marketing and sales at the same time, and not being cut out for the sales realm.

Digital Resource: Revyse

Most Recommended Book: Zag: The Number One Strategy of High-Performance Brands

Daily Habit:

1. Zen walking,

2. Riding cross trainer.

#1 Insight for Creating Great Resident Experiences: Consistent brand experience is the key.

Best Place to Grab a Bite: The Lost Fire.

Contact Maribeth:

https://perq.com/ 

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

With over 20 years of multifamily management and investment consulting experience, Julie leads NSE’s corporate operations as well as multifamily operations, including capital projects and asset management in the Western U.S.  Additionally, she has oversight responsibilities of NSE’s regional operations teams, human resources, and investor relations efforts. She provides real estate expertise to multifamily investors, owners, developers, and operators of income-producing properties. Julie is a reputable leader and strategic thinker with a proactive approach to business and solutions. She holds her real estate salesperson license in California and is a Certified Public Accountant (inactive).

Julie is also the Founder and President of Point Blank Consulting providing advisory services including asset management, financial and operational management, and capital business plan formation to multifamily real estate owners, operators, and developers.  Additionally, Julie is a Co-Founder and Partner of BlankWolffCord, LLC providing pre- & post-audit reviews for universities, colleges, and other educational institutions.

In this episode we talked to Julie about her insights on effective operations, key considerations for investors, construction management and asset management, navigating the real estate industry, and much more.

Announcement: You can join the Invest Beyond Multifamily Conference here.

Real Estate Expertise in Property Management, Construction and Asset Management;

02:17 Julie’s background;

04:16 From public accounting to the real estate industry;

07:56 How to be an effective operator;

09:43 What an investor should ask a property management company;

10:40 Best practices for construction management;

13:38 An insight into managing construction timelines;

18:34 Who is the main project coordinator for efficiency;

20:06 What it takes to be a great asset manager;

22:11 Challenges in managing properties;

25:58 Round of insights;

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Not getting buy-in from the employees and the team early on.

Digital Resource: LinkedIn

Most Recommended Book: The Bible

Daily Habit: Spending 2-3 hours every morning in silence and solitude.

#1 Insight for Asset Management: Consistency, knowledge, collaboration, and buy-in.

Best Place to Grab a Bite: Home.

Contact Julie:

jblank@newstandardequities.com 

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Thomas Castelli is a Tax Strategist and investor who helps real estate investors keep more of their hard-earned dollars in their pockets and out of the government’s. Over his tax career, he has worked 1-1 with 100+ investors to help them reduce their tax bills.

On the investing side, he was on the sponsorship team of an 82-unit apartment community and has invested in multiple syndicates/funds as an LP.

In this episode we talked to Thomas about his insights on passive investing, tax benefits of commercial real estate, practical tips on tax strategies, ensuring investor success, bonus depreciation in regards to what the future holds, and much more.

Announcement: You can join the Invest Beyond Multifamily Conference here.

Strategic Investments;

01:58 Thomas’ background;

04:45 Passive investing as an LP;

06:21 Multifamily vs. stock market

08:49 Tax benefits in commercial real estate;

15:50 Future outlook on bonus depreciation;

17:16 Why you don’t need the “real estate professional” status;

21:06 The benefits of investing;

23:48 Making sure of the investor’s success;

26:02 Tips on investing and tax strategies;

29:56 Round of insights;

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Working on recruiting to build a network for investments.

Digital Resource: Audible

Most Recommended Book: Atomic Habits

Daily Habit: Reviewing the tasks of the next day every night.

#1 Insight for Diving into Managing Investor Relationships: Don’t overlook the importance of Partial Asset Disposition.

Best Place to Grab a Bite: Texas Roadhouse

Contact Thomas:

To learn more go to www.therealestatecpa.com 

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Lauren Brychell is the Investor Relations Manager for Spartan Investment Group, LLC. In this role, Lauren brings her skills in capital raising and self-storage investing to assist the team with capital raise projects and investor education. Lauren graduated from Belmont Abbey College with a bachelor’s degree in Business Management with a concentration in Marketing and a minor in Entrepreneurship.

In this episode we talked to Lauren about how to market real estate, what makes self-storage great for investors, metrics to pay attention for when finding self-storage deals, managing properties from a distance, common questions that investors ask and much more.

Announcement: You can join the Invest Beyond Multifamily Conference here.

Investor Relationships & Self Storage;

00:00 Lauren’s background;

02:59 How do I market real estate;

04:33 The investor experience;

08:26 Metrics to pay attention for when finding self-storage deals;

11:41 The key to long term value-add;

13:20 Managing properties from a distance;

15:57 What’s next for Spartan Investment Group;

18:20 Common questions investors ask;

Announcement: Download Our Sample Deal and Join Our Mailing List

20:15 Round of Insights

Apparent Failure: A hotel contract that didn’t work.

Digital Resource: Audible

Most Recommended Book: Think and Grow Rich

Daily Habit: Sleeping a lot.

#1 Insight for Diving into Managing Investor Relationships: Being your honest self.

Best Place to Grab a Bite to Denver: Perdida Kitchen

Contact Lauren:

To learn more go to spartan-investors.com/investors

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Meet Jessie Dillon, the entrepreneur rewriting the rules of real estate. Hailing from Hopedale, MA, Jessie's journey is a testament to relentless ambition. From Beauty to Real Estate: In 2021, Jessie transitioned from beauty to real estate, driven by a hunger for financial independence. Her timeline reads like a whirlwind - closing her first duplex in 2022, followed by a lucrative short-term rental deal and a savvy househack. In July 2023, she secured a 13-unit multifamily property and launched a profitable joint venture deal.

In this episode we talked to Jessie about her transition into real estate, her first deal in today’s tight market, partners and the vetting process, what her portfolio looks like today, and the power of social media.

Announcement: Join the Invest Beyond Multifamily Fall Conference here.

Partnerships;

00:00 A transition into real estate investing;

05:29 A first deal in a tight market;

08:24 Partners & The vetting process;

13:28 Jessie’s portfolio today;

14:34 The power of social media;

Announcement: Join our Apartment Investing Mastermind

19:15 Round of Insights

Apparent Failure: Not being as profitable with her short-term rental as expected.

Digital Resource: Social media

Most Recommended Book: Discovering Your Dharma

Daily Habit: Sleeping a lot.

#1 Insight for Diving into Partnerships: Treat it like dating. You wouldn’t get engaged on the second phone call.

Best Place to Grab a Bite to Massachusetts: Monahan's Clam Shack

Contact Jessie:

You can find Jessie on Instagram.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Jeff Greenberg is the CEO and Managing member of Synergetic Investment Group, LLC (SIG). For over 12 years he has managed all aspects of commercial real estate ownership including acquisitions, investor relations, operations, value add implementation, and dispositions. 

Through SIG Wealth Fund, a diversified and customizable Equity Fund, SIG provides the opportunity for high net worth individuals to passively invest in Commercial Real Estate with best in class Commercial Deal Syndicators. Jeff uses his extensive experience and network to help investors to discover and invest in high quality alternative investments Jeff has been involved in projects worth nearly $150 million consisting of over 2000 units. He has been involved with stabilized and value add properties including Student Housing, as well short term rental, and Market Rate MF properties. 

In this episode we talked to Jeff about how to qualify strategic partners and their importance, why you should invest in a private equity fund, what’s a customizable fund and how it helps you to choose between cash flow and appreciation and much more.

Announcement: Join our Apartment Investing Mastermind

Customizable Funds;

00:00 Jeff’s background;

04:00 Investing in people & Giving up the control;

08:32 Qualifying strategic partners;

11:18 What’s a private equity fund and why you should invest in it;

14:51 Why people invest in customizable funds;

16:41 Being hands on to passive investing;

18:05 Cash flow vs. Appreciation;

19:45 Advice for those just starting out;

Announcement: Download Our Sample Deal and Join Our Mailing List

22:25 Round of Insights

Apparent Failure: His first deal.

Digital Resource: ActiveCampaign

Most Recommended Book: The Hands-Off Investor

Daily Habit: Making a priority list for the next day before he goes to bed.

#1 Insight for Raising Capital in a Fund: Help people and answer questions.

Best Place to Grab a Bite to California: Home cooked meals

Contact Jeff:

To learn more go to synergeticig.com. You can find Jeff on LinkedIn.

Listen to the episode with Brian Burke here.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

David Lecko is the founder and CEO of DealMachine, the highest-rated mobile app to help real estate investors find off-market deals.

David created DealMachine in 2017 when he was new to real estate investing himself. He knew from reading that the best way to find off-market deals was to go driving for dollars and send direct-mail. He drove around, manually wrote down the addresses of distressed properties, and sent mail to the addresses he wrote down. One day, he realized he missed out on a deal because he failed to follow up with his leads. He knew he needed a solution to automate the process. So he wrote the first line of code that became DealMachine. Shortly after, he acquired his first rental property through driving for dollars and went on to build a $2 million rental portfolio with the DealMachine app. 

David also co-hosts the DealMachine Real Estate Investing Podcast, which helps listeners start their journey to financial freedom through real estate. 

In this episode we talked to David about how he got into real estate, building successful partnerships, challenges that investors face when it comes to acquisitions of off-market properties, why a seller would choose to sell off-market, off-market VS. listing with a broker and what makes DealMachine unique in the space.

Announcement: Join our Apartment Investing Mastermind

Off-market Deals;

00:00 A true motivation to get started in real estate investing;

10:55 Building a successful partnership;

15:38 Main challenges when it comes to acquisitions of off-market properties;

22:16 Why would a seller choose to sell off-market;

28:13 Off-market VS. Listing with a broker;

21:20 What makes DealMachine unique in the space;

Announcement: Download Our Sample Deal and Join Our Mailing List

33:00 Round of Insights

Apparent Failure: Thinking that pleasing your boss is the way to make more money in his corporate job.

Digital Resource: ZoomOffers

Most Recommended Book: Humor Seriously

Daily Habit: Working out

#1 Insight for Finding Off-Market Deals: Talk to somebody in your market who’s had success and be persistent on finding the deals.

Best Place to Grab a Bite to Eat: Pasta Bar

Contact David:

To learn more go to dealmachine.com. You can find David on LinkedIn.

Check out the DealMachine Podcast here.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Taylor Loht is an experienced Multifamily and Self Storage real estate investor, who decided to break into real estate in 2015 following Wall Street's major correction that year.  In the time since he made the shift, Taylor has acquired, invested in, partnered on, or otherwise had a hand in over $250 million dollars in Multifamily & Self Storage Real Estate Investment Deals.

He teaches others how to build passive income through real estate investing and the personal finance concepts of the FIRE movement. He focuses on real estate because it has features and a track record unlike any other asset class.  He’s also knowledgeable about real estate syndication, multifamily investing, self storage, turnkey real estate, personal finance, and other financial independence related topics. 

In this episode we talked to Taylor about what his multifamily portfolio looks like today, his shifting approach to investing in apartments, why it’s difficult to find a good deal in self-storage, how hiring and podcasting helped him grow, and why he became a licensed broker-dealer.

Announcement: Join our Apartment Investing Mastermind

Creating Opportunities;

00:00 A need for updating Taylor’s bio ;

03:55 A shifting approach to investing in apartments;

07:58 Why it’s difficult to find a good deal in self-storage;

11:03 Creating an opportunity through hiring & podcasting;

17:13 Buying your time - Rewards & what’s holding you back;

21:20 How becoming a licensed broker-dealer can help;

25:30 What’s a broker-dealer;

Announcement: Download Our Sample Deal and Join Our Mailing List

28:15 Round of Insights

Apparent Failure: Coming up short with a deal.

Digital Resource: ActiveCampaign

Most Recommended Book: Crucial Conversations

Daily Habit: Training Brazilian Jiu-Jitsu

#1 Insight for Raising Capital for Real Estate: Help people and answer questions.

Best Place to Grab a Bite to Richmond: Goatocado

Contact Taylor:

To learn more go to ntcapitalgroup.com or investwithtaylor.com

Click here to listen to the previous episode we did with Taylor. You can find the book The Strangest Secret here.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

After 15 years owning national commercial and local residential construction/remodeling companies, Jake Harris created BuildWallet, a payment platform that eliminates STRE$$ and restores TRU$T and $PEED for any project.  His company NextGen Tech combines Banking + Blockchain under industry framework.  

In this episode we talked to Jake about BuildWallet, an app that combines Banking + Blockchain to make it easier for investors, project managers, and contractors. We get in the nits of how the technology works and how it’s going to change the future.

Announcement: Join our Apartment Investing Mastermind

Project Management with Blockchain;

00:00 A more effective way;

05:20 BuildWallet - How it helps investors and project managers;

07:34 Who is BuildWallet for;

09:13 Transparency & Accountability;

11:28 How BuildWallet works for contractors and project managers;

12:41 Construction to residential

16:08 Building into the future - Banking & Blockchain

Announcement: Download Our Sample Deal and Join Our Mailing List

20:22 Round of Insights

Apparent Failure: Not taking venture capital.

Digital Resource: Smart Contracts

Most Recommended Book: Traction

Daily Habit: Pray

#1 Insight for Project Management: Don’t leave the meeting without talking about three things: scope, schedule and budget.

Best Place to Grab a Bite in Raleigh: The Raleigh Barbeque

Contact Jake:

To learn more go to www.buildwallet.com

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

While working in corporate, Sandhya Seshadri saw firsthand how people dedicate so much of themselves to work, while simultaneously missing out on crucial opportunities to protect and grow their wealth.That’s why she loves spreading knowledge about the power of passive investments in multifamily real estate. You get to leverage her knowledge and experience in management, versatility, and metrics-focused investment decisions, so you too can do what it takes to take control of your financial future and build a legacy for your family.

In this episode we talked to Sandhya about the great tax benefits of real estate, top questions to ask whenever you are evaluating a deal, the things you’ll find out when you transition to the active side, the ins and out of asset management, and the book she co-authored “Next Level Your Life”.

Announcement: Join our Apartment Investing Mastermind

Asset Management;

00:00 Stocks to real estate investing;

03:54 Great tax benefits;

05:26 Top questions to ask whenever you are evaluating a deal;

08:45 The things you’ll find out when you transition to the active side;

21:32 Asset management and property management;

25:50 “Next Level Your Life”

Announcement: Download Our Sample Deal and Join Our Mailing List

27:13 Round of Insights

Apparent Failure: Thinking that she could raise money from friends and family easily.

Digital Resource: Calendly

Most Recommended Book: Atomic Habits

Daily Habit: Time blocking 

#1 Insight for Asset Management: Make sure your property management company and your on site personnel are bought into your business plan and believe in your vision.

Best Place to Grab a Bite to Dallas: Uncle Julio’s

Contact Sandhya:

To learn more go to www.engineered-capital.com. Click here to get the book.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Fernando Angelucci is the Co-Founder and CEO of Self Storage Syndicated Equities, a real estate investment firm with a portfolio of $250M+ built over the past four years. They specialize in self-storage investments, purchasing existing cash-flowing assets, and building ground-up facilities nationwide. Before getting into self-storage, Fernando worked as an engineer at Dow Chemical, a Fortune 50 company, where he rolled out a flagship product estimated to gross $1B in global revenues. After a year, he left this lucrative job, and the night after he quit, he applied for 64 credit cards. He received approval for 12 and used the cards to raise $97,000 to begin his real estate investing career. He was in his early 20s at the time, and this was the only way he could think of to get capital without turning to his parents. Before turning 30, he owned a multi-million dollar portfolio of residential properties covering the Midwest, which he sold in 2018 to focus on self-storage.

In this episode we talked to Fernando about finding your niche, reasons for transitioning to this industry, comparing self-storage to retail, how he created impressive deal flow in, and showcasing how he built a $220 million portfolio.

Announcement: Join our Apartment Investing Mastermind

Self Storage 101;

00:00 Finding your niche;

04:41 Some good reasons to transition into self-storage;

10:23 Self-storage VS. Retail;

14:25 Wholesaling in self-storage;

25:19 $220,000,000 portfolio;

Announcement: Download Our Sample Deal and Join Our Mailing List

24:05 Round of Insights

Apparent Failure: Rushing a multifamily deal.

Digital Resource: Audible

Most Recommended Book: Traction

Daily Habit: Time blocking 

#1 Insight for Building a Self-storage Portfolio: Never burn bridges.

Best Place to Grab a Bite to Eat in Chicago: Fogo De Chao

Contact Fernando:

To learn more go to ssse.com

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Based out of Fargo, ND, Kyle is the Founder of Passive 25K Group—a company with a mission to build wealth through passive income for ourselves and others. And the belief that, once financial freedom is achieved, you can truly start making decisions based on merit, not money, and start spending your time solving the problems that fascinate you. With The Passive 25K Podcast, Passive Income University, and Cashflow Coaching, Kyle brings his real life experience to the table. Creating a community of people all marching toward their passive income vision. Kyle believes financial freedom can be better completed together than apart.

In this episode we talked to Kyle about his story in investing, his platform The Passive 25k Group, the importance of having a bigger goal and a vision, how community and giving plays a role in success and how multiple income streams can help.

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If There's a Road, There's a  Way

00:00 If there is a road, there is a way;

07:40 Leverage & High interest rates;

09:32 The Passive 25k Group;

14:03 Having a bigger goal and a bigger vision;

17:44 The importance of community;

20:19 Five income streams at $5k get you to $25,000;

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24:05 Round of Insights

Apparent Failure: His spending approach earlier in his career.

Digital Resource: Boomerang for Gmail

Most Recommended Book: Profit First

Daily Habit: Reading the Bible 

#1 Insight for Creating Multiple Streams of Income: You have to have your GPS set on the exact door you want to knock on.

Best Place to Grab a Bite to Eat in Fargo, North Dakota: Crisp & Green

Contact Kyle:

To learn more go to www.p25kg.com. Click here to listen to Kyle’s podcast.

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Ryan Chaw has so far invested in ten single-family houses on the side of his full-time job (He’s a pharmacist). He has previously been featured on sites like Business Insider, Yahoo Finance, and BiggerPockets. His speciality is student rental investments.He also helps others get started in real estate investing at NewbieRealEstateInvesting.com. 

In this episode Ryan gets specific about room hacking, how he is making $25,000 cash flow a month from a house, the administration & regulations of student housing, how student housing is resilient to a recession, the administration & regulations of student housing and much more.

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 $25,000 Cashflow a Month from a House;

00:00 Room hacking;

05:43 $25,000 cashflow a month from a house;

06:49 The administration & regulations of student housing;

12:46 How is student housing resilient to a recession;

14:09 3-4 unit Vs. a single family house in student housing ;

15:28 Retrofitting in student housing;

16:54 Helping other investors;

18:00 Managing properties;

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20:40 Round of Insights

Apparent Failure: His first property.

Digital Resource: Zillow

Most Recommended Book: Rich Dad Poor Dad

Daily Habit: The Gap and the Gain 

#1 Insight for Room Hacking: Finding a property near a good college.

Best Place to Grab a Bite to Eat in Sacramento: Seoulzip

Contact Ryan:

To learn more go to www.newbierealestateinvesting.com

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Sief Khafagi is an ex-techie turned real estate investor who has helped thousands diversify into real estate after spending nearly 5 years at Facebook where he built the second largest engineering organization across the world. 

Today, he’s the founder of Techvestor, which helps accredited real estate investors and busy professionals passively invest in the emerging asset class of short term rentals with a focus on higher than average cash flows and lifestyle by design. Investors can invest as little as $25,000, get all the benefits like cash flow, tax benefits and more, without doing any of the work. 

In this episode Sief Khafagi delves into the intersection of technology with the real estate industry, highlighting its significance, his insights into confidently transitioning from a traditional salaried job, the implementation of algorithms and automations in real estate processes, optimizing efficiency, the challenges and strategies behind evaluating an impressive volume of 100,000 deals monthly.

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Leveraging Tech - Drive, Scale, and Win

00:00 Tech to real estate;

04:07 $16,000,000 in two years;

09:13 Leaving your W2 job with confidence;

11:21 Algorithms & Automations;

16:25 Underwriting 100,000 deals a month;

28:34 Managing contractors efficently;

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22:21 Round of Insights

Apparent Failure: His first short term rental.

Most Recommended Book: Unreasonable Hospitality

Daily Habit: Working out

#1 Insight for Investing in Short Term Rentals: Ask yourself if you want to be passive or active.

Best Place to Grab a Bite to Eat in LA: Sugarfish

Contact Sief:

To learn more go to techvestor.com

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After playing in the NFL, Chase decided he wanted to pursue his entrepreneurial dreams and founded multiple successful companies. In 2019 Chase was listed on Forbes 30 Under 30 as CEO of his company EZ Turn, a digital platform for commercial and residential property managers to better manage the tenants, vendors, and contractors at their properties. 

In this episode, Chase Minnifield discusses founding EZ Turn, a property management software. He talks about his NFL-to-entrepreneurship transition, collaborating with student housing firms, and addressing industry needs. A key focus is on automation's role in efficiency, highlighting how EZ Turn's versatility across property management amplifies its impact. 

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EZ Turn Management

00:00 How EZ turn came about;

06:17 NFL to Entrepreneurship;

10:13 Working with the student housing companies;

12:33 A software that fills a need in student housing;

16:54 Don’t miss a beat with the help of automation;

19:44 The range of EZ Turn;

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22:21 Round of Insights

Apparent Failure: His injuries.

Digital Resource: Slack

Most Recommended Book: You2

Daily Habit: Working out

#1 Insight for Managing Turns: Be prepared.

Best Place to Grab a Bite to Eat in DC: Ben’s Chili Bowl

Contact Chase:

To learn more go to ezturn.net. 

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.