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    Real Estate Investing Abundance

    Unlock Your Full Financial Potential!  This Inspiring Show Empowers Fulfilled Professionals to Enhance their Financial Well-being through Passive Real Estate Investing.


    The Real Estate Investing Abundance Show premieres 3-days a week.

    en-usAllen Lomax425 Episodes

    Episodes (425)

    I wish I had a Crystal Ball with Jordan Silvester - REIA 425

    I wish I had a Crystal Ball with Jordan Silvester - REIA 425

    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:

    How to financially structure your multifamily deal! With Julian Vogel - REIA 424

    How to financially structure your multifamily deal! With Julian Vogel - REIA 424

    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:

    REIA 423 Marcus Long: A Life of Service: From Military to Multifamily

    REIA 423 Marcus Long: A Life of Service: From Military to Multifamily

    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:

    REIA 422 Ian Horowitz: The Best Way To Go From Residential To Commercial Real Estate Investing

    REIA 422 Ian Horowitz: The Best Way To Go From Residential To Commercial Real Estate Investing

    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:

    REIA 421 Amy Rubenstein: Distressed market or distressed deals? Are we waiting for crash or has it already arrived?

    REIA 421 Amy Rubenstein: Distressed market or distressed deals? Are we waiting for crash or has it already arrived?

    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:

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

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

    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:

    REIA 419 Chris Prefontaine: Buying and Selling Real Estate on Terms

    REIA 419 Chris Prefontaine: Buying and Selling Real Estate on Terms

    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:

    REIA 418 Josh Ziegelbaum: Circuit City: Disrupting the consumer electronics industry

    REIA 418 Josh Ziegelbaum: Circuit City: Disrupting the consumer electronics industry

    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:

    REIA 417 Vessi Kapoulian: From Humble Beginnings To Making Dreams Real And Financial Freedom

    REIA 417 Vessi Kapoulian: From Humble Beginnings To Making Dreams Real And Financial Freedom

    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:

    REIA 416 Zach Winner: Investing in Apartment Complexes for Ongoing Cash Flow and Long-Term Wealth

    REIA 416 Zach Winner: Investing in Apartment Complexes for Ongoing Cash Flow and Long-Term Wealth

    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:

    REIA 415 Andy McQuade: Stop Lighting Money On Fire

    REIA 415 Andy McQuade: Stop Lighting Money On Fire

    By focusing on Total Cost of Ownership, Andy has helped add over $5 million dollars in recurring, annual Net Operating Income and over $70 million dollars in asset value for his clients.

    Main point:

    • What is The Total Cost of Ownership Method? 
    • How can using Total Cost of Ownership in decision making help increase Net Operating Income? 
    • What specific things do you see that consistently cost owners more money? 
    • What can they do to fix it? 
    • Does your process involve cutting headcount or laying people off?

    Connect with Andy McQuade:

    REIA 414 Anthony Simonie & Donald Stojack: Leverage LinkedIN to Attract Affluent Clientele

    REIA 414 Anthony Simonie & Donald Stojack: Leverage LinkedIN to Attract Affluent Clientele

    Anthony Simonie, a seasoned entrepreneur, helps businesses scale profits with a no-BS marketing and sales approach. Expert strategist.
    Donald Stojack, a renowned strategist with a 40-year track record, collaborating with industry luminaries, enhancing business profitability.

    Main point:

    • How do you use LinkedIn to help RE syndicators find potential investors?


    Questions for Anthony Simonie:

    • Can you share a specific example of how your "no-BS approach" to marketing and sales has helped a business scale its profits?
    • Given your experience in building both online and offline businesses, what key insights do you believe are universally applicable for business growth in today's market?
    • How do you identify and capitalize on new and hidden profit opportunities for your clients, and what role do systems and processes play in this approach?
    • With your extensive background, could you highlight a challenging situation you encountered while helping a business grow, and how you navigated through it?
    • You've co-founded four successful online consulting and training companies. What lessons have you learned from these ventures that have shaped your current strategies for helping clients?


    Questions for Donald Stojack:

    • With a background in the professional concert hall music world, how has your creative thinking from that realm influenced your approach to business strategy?
    • You've collaborated with notable figures like Chet Holmes and Tony Robbins. How has working with such influencers shaped your perspective on business success?
    • Can you provide insights into how you help business owners maximize their online presence and leverage LinkedIn for growth?
    • As an independent consultant, what specific areas do you focus on when advising business owners in terms of sales, marketing, and system optimization within online digital content marketing?
    • How do you bridge the gap between visionary ideas and tangible profitability for entrepreneurs, considering both the digital landscape and traditional business spheres?

     Connect with Anthony Simonie & Donald Stojack:

    • Book a complimentary LinkedIn Profile optimization session Text the word GUIDE to 737-373-4989 CEsession.com/book-session
    • https://clientelevator.com/
    • https://www.linkedin.com/in/anthonysimonie/
    • https://www.linkedin.com/in/donaldstojack/

    REIA 413 Dave Codrea: How to Compare Investment Risks Between Asset Classes

    REIA 413 Dave Codrea: How to Compare Investment Risks Between Asset Classes

    Dave is the co-founder and partner at Greenleaf Capital Partners, where he leads the integration and growth of the investment and operational aspects of a full service real estate firm. Greenleaf acquires, operates and services all of the investments it makes and is committed to long term cash flow driven investing.

    Main point:

    • Comparing investment risks and strategy across multifamily to other asset classes
    • Boots on the ground experience with tenants and how they impact investment returns
    • Any topics related to the real estate operations, investing as the GP or LP, finding an opportunity or how to compare investment opportunities
    • Understanding 1031 Exchanges and TICs / drop and swap strategies
    • Can I operate myself and should I?
    • Physical value added vs structure value added through leasing and tenant mixes
    • What operational metrics impact investment returns the most – what am I not seeing that I need to see
    • Syndications – what to look for in GP
    • QOZs - how these have changed from 2019 and vision for 2026

    Connect with Dave Codrea:

    REIA 412 Calvin Roberts: Holistic Multifamily Risk Management best practices with Calvin Roberts

    REIA 412 Calvin Roberts: Holistic Multifamily Risk Management best practices with Calvin Roberts

    Calvin Roberts is principal of Falcon Insurance Agency of Michigan and an avid real estate risk management enthusiast.

    Main point:

    • What are the precipitant causes of the calamity found currently within Property and Casualty Insurance markets?
    • What P&C trends should multifamily operators expect to see in years to come? 
    • How can I best insulate my multifamily operation from marketplace dysphoria? 
    • How can I tap into P&C as a revenue stream for my operation? 
    • How can I reduce my current and future cost of Insurance?
    • What is your approach to providing M&A pre-acquisition insurance guidance, and how does it differ from traditional insurance services?
    • Can you share examples of successful risk management strategies you've implemented for real estate investors in the multifamily and commercial real estate sectors?
    • How do you stay updated on industry trends and changes in insurance regulations, and how does this benefit your clients?
    • Could you provide insights into common challenges real estate investors face in terms of insurance, and how you address these challenges?
    • What sets Falcon Insurance Agency apart as a boutique brokerage, and how does your personalized service benefit clients in the multifamily and commercial real estate space?
    • How do you navigate and adapt to the evolving landscape of insurance for real estate investments, especially considering changing market conditions?
    • Can you share a specific case where your creative risk management approach made a significant impact on a client's real estate investment?
    • In what ways do you collaborate with clients to tailor insurance solutions to their specific needs and goals?
    • How do you ensure transparency in the insurance placement process, and what steps do you take to educate and empower your clients in their risk management decisions?
    • As a trusted resource in real estate risk management, how do you foster long-term relationships with your clients, and what value do you aim to consistently deliver to them?

    Connect with Calvin Roberts:

    REIA 411 Jason Balara: Combining Investing with Impact

    REIA 411 Jason Balara: Combining Investing with Impact

    Dr. Jason Balara, CEO of Lark Capital Group, is a veterinary surgeon turned real estate syndicator. Focused on Class B/C multifamily and small businesses, he aims for strong investor returns. Lark's Veterinary Impact Fund addresses high suicide rates in the veterinary community, promoting financial wellness and awareness through partnership with Not One More Vet.

    Main point:

    • Background and Career:
    • Can you share a bit about your journey from being a veterinary surgeon to becoming the CEO and Co-founder of Lark Capital Group?
    • How has your experience and training as a veterinary surgeon influenced your approach to real estate syndication and fund management?
    • Investment Focus:
    • What led you to focus on Class B and C multifamily properties and small businesses in your real estate investment strategy?
    • How do you identify opportunities in these sectors, and what factors do you consider essential for achieving excellent returns for your investors?
    • Lark Veterinary Impact Fund:
    • Could you elaborate on the motivation behind creating the Lark Veterinary Impact Fund?
    • How does the fund aim to address the disproportionately high suicide rates within the veterinary community?
    • Can you share specific initiatives or strategies that the fund is employing to promote financial wellness among veterinarians?
    • Partnerships and Awareness:
    • You mentioned a partnership with Not One More Vet. Could you provide more details on how this partnership contributes to the goals of the Lark Veterinary Impact Fund?
    • In what ways is Lark Capital Group raising awareness about the challenges facing the veterinary profession?
    • Podcast:
    • As the host of the Know Your Why Podcast, what topics or themes do you explore, and how does the podcast contribute to your mission and vision?
    • Can you share any memorable experiences or insights gained through conversations on your podcast that have influenced your work at Lark Capital Group?
    • Future Goals:
    • What are your future goals for Lark Capital Group, both in terms of real estate investments and the impact fund?
    • How do you envision the long-term impact of your work on the financial wellness of veterinarians and the veterinary community?

    Connect with Jason Balara:

    REIA 410 Christopher Price: Why pharmaceutical industry professionals should passively invest in real estate?

    REIA 410 Christopher Price: Why pharmaceutical industry professionals should passively invest in real estate?

    Chris Price serves as a pharmaceutical executive at a top 15 pharmaceutical company.
    Beyond his corporate role, Chris is the CEO of Red Fox Multifamily, a real estate investment company offering hands-off commercial real estate investment opportunities to safeguard the retirements of life science industry professionals. Chris is a seasoned accredited real estate investor, and has investments in over 602 rental units. He passionately engages in empowering others through real estate investing. 

    Main point:

    • Why pharmaceutical industry professionals
    • should passively invest in real estate?
    • How to invest in real estate with your retirement accounts?
    • How to invest in real estate with your cash value life insurance policies?
    • How to invest in real estate with your home
    • equity to create passive income streams?
    • How many ways can real estate pay you?
    • How do I passively invest in real estate safely?
    • How to actively invest in real estate while
    • leading a successful career as a corporate
    • executive?

    Connect with Christopher Price:

    REIA 409 Rod Lockett: 3 Ways Your Investments Are Stuck In The Past And How To Fix It Fast

    REIA 409 Rod Lockett: 3 Ways Your Investments Are Stuck In The Past And How To Fix It Fast

    Rod Lockett is a multi-family syndicator and real estate investor with more than 12 years experience in construction. Over the last 5 years, Rod has rehabbed and turned over hundreds of apartment units. He now helps working and retired professionals invest in the purchasing of large-scale, multi-family apartment complexes as a limited or general partner - and helps them earn passive income and create wealth for their family now and long after they are gone.

    Main point:

    • Why having large amounts of equity in your primary home does not necessarily benefit you. 
    • How you can use your self directed IRA to make even more money tax free.
    • How it is easier than you think to be able to own a part of a large income producing apartment complex.

    Connect with Rod Lockett:

    REIA 408 Chip Fisher: Balancing Philosophical Responsibilities with Wealth

    REIA 408 Chip Fisher: Balancing Philosophical Responsibilities with Wealth

    Chip Fisher is an experienced executive with a demonstrated history of working in the medical device industry. He is a strong business development professional skilled in Negotiation, Business Planning, Coaching, Medical Devices, and Entrepreneurship. Recently he started a niche life consultancy practice working with Nextgens who’ve inherited wealth and are trying to understand the philosophical principles of this privilege and responsibility. 

    Main point:

    • What motivated you to focus specifically on Nextgens who've inherited wealth and are still determining some of the philosophical responsibilities?
    • Can you provide a brief overview of the five critical philosophical perspectives you work on in your consultancy with Nextgens, who've inherited wealth?
    • Could you share a memorable experience or success story from your consultancy work with Nextgen inheritors of wealth?
    • You frequently lecture at wealth conferences. What are some common themes or insights you experience from these occasions?
    • What challenges and opportunities have you encountered in growing an international practice, and how do you navigate them?
    • In your consultancy practice, what do you find most enjoyable about your work with the next-gen inheritors of wealth?
    • In your own life, how do you balance the philosophical aspects of inherited wealth with the practicalities of wealth management?
    • What is the best way to find additional information for those interested in learning more?
    • What advice would you give to individuals who have developed their wealth rather than inheriting it as they navigate the philosophical complexities of wealth management?
    • Fisher Wallace Symulator? 

    Connect with Chip Fisher:
    ursusadvisory@gmail.com

    REIA 407 Matt Hansen: Transitioning from Corporate Executive to Real Estate Investor

    REIA 407 Matt Hansen: Transitioning from Corporate Executive to Real Estate Investor

    Matt is a retired corporate executive who transitioned to full time real estate investor. His investment portfolio includes over 2,000 units of multifamily apartments and many other alternative asset classes.

    Main point:

    • How did you transition from corporate executive to real estate entrepreneur?
    • How does someone get started passively investing in real estate and alternative assets?
    • What are the critical stats you must review before investing in any opportunity?
    • What key lessons have you learned as a savvy investor?
    • Why should you have investments outside of Wall Street?

    Connect with Matt Hansen:

    REIA 406 Robb Reinhold: Flat Earth Trading Society

    REIA 406 Robb Reinhold: Flat Earth Trading Society

    Trader since 1997.   Owner of Maverick Trading, a US based prop firm.  New YouTube project called Flat Earth Trading Society where trades are made by random and we profit from strict position management

    Main point:

    • Why did I start it?
    • Why is trading so difficult?
    • What can new traders do to succeed?
    • What can old traders do to succeed?
    • What has it been like to trade through dot.com bubble, Great recession and Covid?

    Connect with Robb Reinhold: