howdidtheydoitrealestate

Today, this episode with Jens Nielsen highlights more of the team and coaching aspects of the business and how these drive positive outcomes in our real estate career. Plus, we’ll gain more from his IT background about leveraging systems and technology in managing investors, the capital raising side, and business in general. Don’t go further, and stay tuned!

Key Takeaways to Listen for

• How to grow faster in real estate using the combination of passive and active income
• Why it’s important to have your “WHYS” when investing
• The significant role of building a team and how to start creating a strong one
• First 3 steps to take for someone to achieve their real estate goals
• What technology and systems can contribute to your real estate business
• Best places and top advice to find the right people to build your team

Resources Mentioned in This Episode

• Traction by Gino Wickman | Hardcover and Paperback
• slack
• asana
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Jens Nielsen

Jens immigrated from Denmark in 1996 and after a successful career in IT, Jens followed his passion for real estate and coaching and is now a full-time real estate investor and Certified High-Performance Coach. He is currently a direct owner or General Partner in over 1,700 apartment units around the country, valued at over $150M.

As a Certified High-Performance Coach, Jens has coached over 60 clients to higher levels of success in their business and personal lives through strategy, accountability, and personal growth.

Jens uses the skills he developed during his IT career and provides value to his real estate team through a focus on underwriting, systems, capital raising, and asset management.

Connect with Jens

• Website: Open Doors Capital
• Email: jens@opendoorscapital.com
• Book a Coaching Call: opendoorscapital.com/call

To Connect With Us

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

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Today, Leigh and Victor Leite will give tips and lessons on creating a roadmap to financial freedom through real estate investing. This episode is about achieving financial goals by building a solid team, processes, systems, and the hidden opportunities from single-family renovation to multifamily. Dive in with us and learn more!

Key Takeaways to Listen for

• The typical process and timeframe to finish a fix and flip project
• Advice on how to scale and grow a single-family portfolio faster
• Strategies for finding off-market real estate properties
• The power of forcing the appreciation of undervalued properties
• How to overcome limiting beliefs and fears of leaving a W2 job
• The importance of building a strong team when building a real estate business

Resources Mentioned in This Episode

• Podio
• CoStar
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Leigh and Victor Leite

Leigh and Victor Leite are Co-Founders of Twenty-Five Eight Capital. They have over 6 years of successful real estate investment experience. During this time, they have done numerous buy and hold and active Multifamily investments. They were able to scale from a few single-family home rentals into a $30 million rental portfolio in just a few years. Leigh and Victor have focused on implementing strategic methods to grow their wealth using various investment strategies that have allowed them to scale. They have been able to generate enough passive income to leave their full-time W2 jobs in Medicine. They now enjoy spending time raising their family and are passionate about helping others attain the same level of freedom in their own lives.

Connect with Leigh and Victor

• Website: Twenty-Five Eight Capital
• Email: info@258cap.com
• Facebook Page: 25/8 Capital
• Instagram: @25_8cap
• LinkedIn Page: 25/8 Capital

To Connect With Us

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

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Change can be frightening, but Max Moala proves that change created the most significant impact on his investing career through his action to shift his mindset. Today, he'll give us more reasons to invest in multifamily syndication as he talks about its advantages despite a possible market crash. Never miss this episode!

Key takeaways To Listen For

• The importance of knowing the risks of investing in real estate
• Things you should know about multifamily before raising capital
• Why asset management is a significant role in a multifamily syndication
• Projected investment returns that investors can expect in a syndication deal
• Is it still a good idea to invest in multifamily with a possible market downturn?
• The value of having a support system when running a business

Resources Mentioned In This Episode
Free Apartment Syndication Due Diligence Checklist for Passive Investor

About Max Moala

Max Moala is a married father of three children under the age of three, the CEO and founder of API Investments LLC, the co-owner of Live to Give Realty LLC, and the managing member of Poly Capital Group LLC. He has been investing in single-family homes for five years but is currently concentrating on multifamily properties.

In order to pursue their ambition, Max quit his work in January 2022, sold his house, and moved his family to Dallas, Texas. In less than a year, he went from being a limited partner in 160 units to becoming a general partner in 66 units. He also has 29 units under the contract that will close at the end of June 2022.

Max played rugby and football while studying accounting at the University of Utah. He played a key role as manager in expanding the business from $3 million to $10 million in profit in less than 4 years.

Connect with Max

• LinkedIn: Max Moala
• Website: API Investments
• Email: max@myapinvestments.com

To Connect With Us

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Today, we'll let you dive deeper into the increasing popularity of an investment strategy that gives value to the community, the assisted living residential homes. We have Isabelle Guarino-Smith joining us in this meaningful talk for us to better understand how to start with this business and how it works for investors, operators, and owners. Be sure to listen in, as this episode is another way to earn the life you deserve in real estate. 

Key Takeaways to Listen For

• Residential assisted living / senior housing: What it is and ways to fund and build it
• Who are the people involved in assisted living and their role in operations and management
• The value of investing in assisted living in giving back to the community and seniors
• How to effectively evaluate markets suitable for assisted living investment and facilities
• The importance of investing in your education

Resources Mentioned In This Episode

• Genworth Cost of Care Survey
• Free Apartment Syndication Due Diligence Checklist for Passive Investor

About Isabelle Guarino-Smith

Isabelle Guarino - Smith is a graduate of Arizona State University, former flight attendant, intern at Walt Disney World, and current head of the Residential Assisted Living Academy is Isabelle Guarino-Smith.

She has been the company's COO for the past six years, managing to keep everyone on task and in check. She has been profiled in numerous publications and articles about senior housing, most recently being named one of the "Top Influencers in Senior Housing."

Isabelle was one of two people under the age of 30 to be named to Aging Media's list of "The Future Leaders of Assisted Living" in 2020.

Connect with Isabelle
Website: Residential Assisted Living

To Connect With Us

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

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We have Kim Radaker Bays join the show to talk about the loops in the multifamily investment industry, the property management side of the business, alternative income streams, and the secrets to scaling a business in a short period. Tune in to know the crucial steps to invest in multifamily successfully!

Key Takeaways to Listen for

• Resources to acquire multiple deals and scale a multifamily business in a short period of time
• Advice for new operators making deals in a changing market
• Underwriting tips and insights on markets with a probable recession
• Ways for women to get more exposed and involved in the real estate business
• Things new investors should know before getting into real estate investing

Resources Mentioned in This Episode

• Dad Poor Dad by Robert Kiyosaki | Paperback  and Mass Market Paperback
• National Multifamily Housing Council (NMHC) 
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Kim Radaker Bays

Kim is a real estate investing expert and founder of Exponential Property Group, a multi-family real estate investment firm that has bought and sold over 9000 apartment units over the last 10 years. The company has been recognized as one of the Inc. 5000 fastest-growing private companies in the US. 

She has been in the real estate industry for 10+ years and has grown Exponential Property Group from two employees to over 170. Before founding Exponential Property Group, Kim was involved with creating and running her family’s single-family rental portfolio and house flipping activities. 

Kim lives with her husband Matt, twin sons, James and Nathan, and her step-son Jett in Southlake, Texas. 

Connect with Kim

• Website: Exponential Property Group
• Email: invest@exppg.com

To Connect With Us

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

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Your real estate investments may succeed or fail, depending on your chosen property management partner. That's why we have one of the best in this craft Janet Fields, sharing her extensive background in managing properties, handling tenants, collecting rents, and rental agreement issues that may take place between landlords and tenants. To get a deeper understanding of this side of the business, join in!

Key Takeaways to Listen for

• The power and qualities of women in a male-dominated business
• Oak Trust Properties: Its value proposition in the market and the services it provides
• The importance of learning from extreme property management issues
• 5 things that Oak Trust Properties can guarantee for investors
• Ideas on how to take your property management expertise and career to the next level

Resources Mentioned in This Episode
Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Janet Fields

Janet Fields is the CEO and co-founder of Oak Trust Properties. She got into property management as a child when her parents started flipping houses to rent them out and got the entire family involved in the renovation process. Now, Janet leads a team of almost entirely women in the male-dominated property management industry, offering a strategic approach to optimizing the returns on your rentals.

Connect with Janet

• Website: Oak Trust Properties
• Facebook: Oak Trust Properties
• LinkedIn: Oak Trust Properties

To Connect With Us

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

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Get ready for another motivational episode as former basketball player Brian Grimes shares the significant impact of taking a leap of faith when he shifted his identity from being an athlete to a real estate investor. He'll cascade his expertise in the BRRRR strategy, creating wealth from co-living spaces, and financial management tips you could consider before you start your investing journey. Conquer your fear and activate your full potential today!

Key Takeaways to Listen for

• Challenges of adjusting and recreating yourself from being an athlete to an investor
• Practical ways to manage finances when investing in real estate relying on a commission-based job
• The importance of understanding the BRRRR strategy, renovation, and construction
• Strategies to make co-living space a profitable and cash-flowing rental property
• Impacts of impostor syndrome on your transition as a full-time worker into an investor
• Things to avoid and focus on when pursuing a career in real estate

Resources Mentioned in This Episode

• Free Apartment Syndication Due Diligence Checklist for Passive Investor
• Ziglar.com

About Brian Grimes

Brian K. Grimes CFP is a real estate entrepreneur and coach with an Ivy League education. He started a career in financial planning at AXA Advisors after graduating from Columbia University in 2011 before moving on to high net worth asset management at Bridgewater Advisors. In his birthplace of Philadelphia, Brian established his own real estate development business in 2015. Since then, he has used the BRRRR technique to rebuild more than 300 rental homes across the US completely. Together with his wife, he is raising his sons in the Bronx.

To help students leave their 9–5 desk jobs and learn how to make passive money, Brian launched 24/7 Cash Flow University. Brian teaches students how to completely restore, buy, and stabilize cash-flowing rental property portfolios through his 100 Key$ Master Class. The course includes Brian's tried-and-true techniques that let him expand his business from one deal to over 100 properties annually. Most 100 Key$ Master Class participants who put Brian's suggestions into practice are able to leave their day jobs within 12 to 36 months of doing so.

Connect with Brain

• YouTube: Brian Grimes
• Instagram: Brian Grimes 
• Website: Brian Grimes

To Connect With Us

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

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High-achievers or people incredibly passionate about their craft are more likely to experience burnout and self-destruction. So in this episode, we invited Geneviève Pépin, bringing her prowess in leadership and business coaching, to discuss the underlying causes that prevent us from increasing productivity, how to appreciate ourselves, and avoid the feeling of brokenness. This is another talk full of wisdom, mindset, and empowerment, so listen in!

Key Takeaways to Listen for

• Advice for high-achievers to minimize burnout and optimize productivity
• The importance of setting boundaries for yourself in every aspect of life
• Actionable tips on how to overcome procrastination
• Mindful ways to lessen the destruction and stay focused on daily tasks
• Steps to disempower imposter syndrome and negative thinking
• Top 3 habits and focuses of successful people in life and business

Resources Mentioned in This Episode
Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Geneviève Pépin

Geneviève is an accredited life coach (IAPC&M), certified mindset specialist, productivity and leadership development coach (Fortune 500 companies), improv facilitator and podcast host. She is passionate about helping high achievers go from busy & stressed to happy & productive, as a result of her own journey in the professional world. Before coaching, Geneviève built her career internationally in event management and marketing, living, working, and traveling in more than 20 countries, in four different languages. 

Connect with Geneviève

• Website: Nettola Coaching
• LinkedIn: Geneviève Pépin
• Podcast: Mint Green Ukulele

To Connect With Us

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

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Ashton and Chris Levarek join us for another insightful conversation as they give their point of view about running a business with your family. The brothers will prove that starting from the smallest is not always the best route to grow as an investor and how partnerships make everything work. If you’re thinking about how to begin your investing journey the right way and scale faster, this is an episode worth your time!

Key Takeaways to Listen for

• The significance of partnering with people that you know, like, and trust regardless of your relationship with them
• How someone can grow faster in real estate by understanding the ‘economies of scale’
• Why it’s important to identify your niche, market, goals, and strategy when starting in the business?
• Great recommendations on knowing your markets and conquering the fear of investing out-of-state
• Clarity and mindset and how these perspectives support can support in finding the right partner
• Short-term rentals: Profitability, benefits, and amenities

Resources Mentioned In This Episode

• Google
• The Valkere Weekly Blog
• The Art of Winning Podcast
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Chris and Ashton Levarek

Christopher Levarek is the Operations Manager for Valkere Investment Group. He oversees the management of the organization, the technical setup, and the continuous daily operations required to sustain the firm. Chris is responsible for the growth and administration of the Valkere Team as well as for implementing business systems to increase productivity. In order to establish new/existing partner relationships and define/discover new investment opportunities, he collaborates with the marketing and sales team.

Ashton Levarek acts as the sales and marketing manager for Valkere Investment Group. He oversees the formation of new and current partner partnerships and offers creative ideas for boosting brand recognition.

Ashton is a former Special Warfare Pararescue Jumper, Sniper, and Combat Diver with the Air Force. With more than 10 combat deployments under his belt and 21 years of experience working for US Special Operations, Ashton is a firm believer in the value of utilizing knowledge and professional experience to ensure the success of a mission. As a result, he focuses on creating effective teams to guarantee mission success and, by extension, the success of our investments.

Connect with Chris and Ashton
Website: Valkere Investment Group

To Connect With Us

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

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Today will be an exciting discussion as we have one of the experts in the business, Rod Khleif, back on the show! If you learned how to set your goals in his first guesting, now you will gain more about grabbing opportunities, getting to know your operator as a passive investor, and staying grounded on your vision and investing targets in an economic downturn. You'll hear all these and his wisdom only in this episode!

Key Takeaways to Listen for

• How to set yourself prepared for the possible opportunities in a crisis or recession
• Ways to protect yourself as an investor in difficult times
• What passive investors should look for and expect from deal operators
• Top 4 ideal markets and qualities you could consider investing in
• The right mindset to overcome your fears, take action, and grab opportunities in the real estate business
• Resources you can utilize to conduct market research and analysis, and stay updated

Resources Mentioned in This Episode

• Episode 100: Setting Your Goals to Achieve Your Financial Freedom in Multifamily Investing with Rod Khleif
• Listen to Rod’s ‘Own Your Power Success Tip’ by visiting his podcast Lifetime CashFlow Through Real Estate Investing.
• To join and get a good deal for a 3-day LIVE Multifamily Bootcamp in Denver, Co, text ROD to 72345 or visit www.rodindenver.com and use the code RODFRIEND.
• If you’re interested in checking Rod’s deal under contract, text PARTNER to 72345.
• To learn more about the list of questions to ask a GP or an operator before investing in a deal, text GPQUESTIONS to 72345.
• Free Apartment Syndication Due Diligence Checklist for Passive Investor

About Rod Khleif

Rod Khleif is a multiple business owner and philanthropist who is passionate about business, high performance, real estate, and giving back. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. His experience involves both remarkable triumphs and spectacular failures, which he affectionately calls “seminars.” He brings incredible authenticity and insight to his approach to real estate, mindset, success, and life. Rod also founded The Tiny Hands Foundation, which has benefited more than 110,000 children in need.  

Connect with Rod

• Website: Rod Khleif Multifamily Mastery
• Facebook Page: Rod Khleif
• Instagram: @rod-khleif
• LinkedIn: Rod Khleif
• Twitter: @RodKhleif
• Linktree: Rod Khleif

To Connect With Us

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

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Are you still thinking if the BRRRR method is the best route to diversify your real estate portfolio? We'll give you more enlightenment in this episode as Clay Hepler connects with us! Get inspired by how he entered the investing world despite his family's business success and creativity in using his life insurance policy to start his journey. Plus, you'll gain more refinancing insights, so stay tuned to this show!

Key Takeaways to Listen for

• The competence of leveraging a life insurance policy to get into real estate and build a portfolio
• Tips to effectively utilize the BRRRR and refinancing strategy
• How to stay ahead of the game and win deals in a competitive market
•  Short-term vs. long-term rentals in terms of scalability and appreciation
• Importance of elevating your skill sets in wealth creation
• The result of having strategic partnerships and relationships in real estate

Resources Mentioned in This Episode

• The Who not How by Dan Sullivan | Paperback & Audiobook
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Clay Hepler

Clay Hepler is a fiancé, multifamily investor, serial entrepreneur, podcast host, and cash flow, specialist. 

He scaled his family’s chocolate company from 2 states to 42 in 18 months and set the foundation to have a partnership with Geoffrey Zakarian, the Iron Chef from “Chopped” the TV Show, and owner of many successful restaurants across America.  

It was during that time that he first learned about Cashflow Banking when his centimillionaire mentor told him about how he used life insurance as a place to warehouse his family’s capital.  

From that time on, Clay was obsessed with the mindset, methods, and manners of the ultra-wealthy. He has used this strategy in his own life and now helps entrepreneurs, high performers, and real estate investors implement Cashflow Banking in their own life to create, protect and multiply more of their cash flow and get to financial freedom and abundance faster. 

He has purchased 13 multifamily units and one luxury multi-million dollar short-term rental in a little over 15 months using all of his own money at the age of 25. 

Connect with Clay

• Website: Creative Capitalist
• LinkedIn: Clay Hepler
• Instagram: @clayhepler
• Email: clay@creative-capitalist.com
• YouTube: Clay Hepler - Creative Capitalist
• Apple Podcast: Creative Capitalist  
• Contact Number: 4125523029

To Connect With Us

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We’re bringing you an episode worth listening to as we have Cameron Gilmore to give us value and wisdom. Learn how to beat the limiting beliefs destructing you from achieving your goals, set yourself up with the right mentality for success, and crush the real estate business in all aspects. Don’t miss out, join us in this insightful conversation, and acquire tons of knowledge today!

Key Takeaways To Listen For

• What causes impostor syndrome and how to overcome it
• Advantages of hiring part-time college students for a startup business
• Tips to train phone sales reps on how to pitch effectively
• The importance of choosing the right people in your inner circle
• How to defeat your limiting beliefs as a real estate professional
• Daily habits you must have for a better time management

Resources Mentioned in This Episode

• The Traveler's Gift  by Andy Andrews | Paperback & Audiobook
• The 5 Second Rule by Mel Robbins | Hardcover & Audiobook
• Atomic Habits by James Clear | Paperback & Audiobook
• The Big Leap by Gay Hendricks | Paperback & Audiobook
• Think and Grow Rich by Napoleon Hill | Paperback & Audiobook
• The Power of One More by Ed Mylett | Hardcover & Audiobook
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Cameron Gilmore

Cameron Gilmore took his company from 0 - $34 million in 9 months using part-time college students with no sales experience. He is a parent of 10 children and has 4 grandchildren he also hosts an international podcast, the Arch Study of You, author and international professional speaker. 

Connect with Cameron 

• Website: Archeological Study of You
• Instagram: @cam_gilmore
• LinkedIn: Cameron Gilmore
• Apple Podcast: The Arch Study of You
• YouTube: The Arch Study of YOU

To Connect With Us

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

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Time freedom and financial stability of rental properties are the things that inspired our guest Oliver Fernandez to get bigger and shift into the multifamily space. So today, he will let us discover multifamily's ability to scale and provide consistent cash flow, the vital role of building connections, and sharing your expertise with like-minded people to get involved in operations and syndications. Stay tuned if you're ready to diversify your portfolio at a higher level! 

 Key Takeaways To Listen For

• Advantages of being a rental property owner
• The power of building relationships in expanding your network and business
• Reasons why multifamily is a better option for cash flow and scalability
• How to show and add value to your real estate team
• Positive consequences of being surrounded by the right people

Resources Mentioned In This Episode

• Rich Dad Poor Dad by Robert Kiyosaki | Paperback & Audiobook
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Oliver Fernandez

Oliver is a construction business owner and real estate investor that has successfully completed over $80M worth of construction projects and accumulated a real estate investment portfolio valued at over $150M in the past nine years! 

Connect with Oliver 

• Website: Invest With Oliver
• Instagram: @oliverfernandez_3

To Connect With Us

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

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We're bringing an amazing guest Randy Smith on today's show to talk about the influence of his expertise in the financial services and sales arena on his decision to shift into real estate investing. Learn from his story of discovering opportunities from single-family to multifamily syndication, ideas for effective passive investing, and great insights about the current market situation in different real estate niches. Start living the life you deserve by listening to this episode!

Key Takeaways To Listen For

• The importance of due diligence when investing in turnkey properties
• Why it’s important to have an active income supporting your passive investments
• Upside and downside of investing passively with an operator
• How real estate investing can change one’s vision and goals
• The current performance of the real estate market
• Advice on approaching unforeseen events in the passive investing space

Resources Mentioned In This Episode

• BiggerPockets
• The Real Estate Guys Radio Show
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Randy Smith

Randy Smith is a financial services representative with 25+ years of sales and sales management experience. Randy and his wife Jenny started investing in real estate in 2019 in the Turnkey space in Kansas City and quickly moved over to the BRRRR strategy in Atlanta. Randy has now shifted over to passive investing in multi-family and mobile home syndications where he holds 12 LP positions with 4 different GPs and is planning on adding storage, ATM, and bitcoin mining positions as well. 

Connect with Randy

• LinkedIn: Randall (Randy) Smith 
• Instagram: @salesguyinvestor

To Connect With Us

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Today, we’ll hear a fun but inspiring story of retiring early from our guest Mike Cavaggioni. He shares how he discovered opportunities from being in the military to investing space, benefits he utilized to dig his way out of debt, and highlights the secrets to achieving financial independence. Tune in as this is an episode you don’t want to miss!

Key Takeaways To Listen For

• What is Rent Repayment Program and how it help both landlords and tenants
• How military people can claim VA Loan eligibility and benefits back
• The importance of buying and investing in properties with purpose
• Huge impacts of not having a team during the global pandemic
• Effective real estate strategies to set yourself up for retirement and success
• Why an active income and side-hustles are still important while investing in real estate

Resources Mentioned In This Episode

• Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Mass Market Paperback 
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Mike Cavaggioni

Mike Cavaggioni is originally from Long Island, NY, and currently living in Ewa Beach, HI. He served in the U.S. Navy for 20 years. Mike is a licensed REALTOR-ASSOCIATE®, a Financial Coach, Real Estate Investor, and Podcast Host. With his military retirement approaching, his focus shifted to financial independence and entrepreneurship. Mike owns real estate in Hawaii, Virginia, Oregon, and Texas. 

Mike is the host of the Average Joe Finances® Podcast, a top 1% internationally ranked podcast. He started Average Joe Finances® to share his guest’s as well as his own adventures in becoming financially independent. Mike’s mission is to provide relevant and informative content that will help others in their own financial independence journey. Beat debt, build your wealth, and control your future!

Connect with Mike 

• Website: Mike Cavaggioni
• Facebook: Mike Cavaggioni
• Instagram: @mikecavaggioni
• LinkedIn: Mike Cavaggioni
• Twitter: avgjoe_finances
• Tiktok: @mikecavaggioni
• YouTube: Average Joe Finances

To Connect With Us

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This show will surely boost your investing skills as we have Bennett Schwartz, one of the experts in the business coaching space. It's all about mindset, techniques, and personal development tips that can make your investment strategies function for establishing and achieving your goals. Wrap up your desires in real estate by listening to this episode!

Key Takeaways To Listen For

• The purpose of having a coach when investing in real estate
• Insights about determining your vision and goals through a coaching
• What’s the main thing that holds people back from achieving growth and hitting the next level?
• Strategic advice on how to reach your real estate goals
• The importance of considering results and the effectiveness of your business strategies and metrics
• Why does your courage play a big role in your personal growth?

Resources Mentioned In This Episode

• Vivid Vision by Cameron Herold | Paperback & Audiobook
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Bennett Schwartz

Bennett Schwartz has spent a decade taking on various roles such as teaching in multiple schools, athletics director, and Dean of Students. At the same time, his interest in real estate peaked when his son was born a few years back. He realized he wanted to create financial freedom for himself and his family. He was able to acquire multiple investment properties as well as manage a 300+ unit building while undergoing large-scale renovations.

He works privately as a Performance and Executive Coach for individuals and groups. As a coach, he will hold you accountable and help you get results through vision planning, strategizing, and mindset development. 

Connect with Bennett

• Website: Bennet Schwartz
• LinkedIn: Bennett Schwartz
• Instagram: @coachingwithbennett
• Email: bennett@bwschwartz.com

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Join us as we bring another success story through multifamily investing! This episode with Andrew Schutsky features the wealth opportunities from being a limited and general partner in the multifamily space, the power of building relationships and retiring early by investing in real estate.

Key Takeaways To Listen For

• Best ways to discover and learn about multifamily investing
• Things to consider before getting out of your sponsor as a limited partner and active investor
• The importance of building connections in a general partnership aspect of real estate
• What a good deal looks like as a general partner
• 3 most important things to look for in a sponsor 
• Is there a better vehicle for wealth generation aside from real estate?

Resources Mentioned In This Episode

• BiggerPockets
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Andrew Schutsky

Andrew is the founder of Redline Equity, LLC, a real estate syndication firm specializing in the acquisition, improvement, and management of large apartment buildings. He also has over 14 years of real estate rental experience, beginning with a “house hack” of his first home in 2007. In the multifamily investment space, Andrew is currently active as both a GP and LP and has an ownership interest in over 1100 units. He likes to move quickly and take massive action - In his first 5 months, he closed 2 deals as a GP. Andrew is also the host of the Crushing Cashflow podcast which interviews investors of all stages of their journeys to tell their stories of successes and failures. Additionally, Andrew also currently works in the technology space as a CIO (Chief information officer) for a $700MM Medical Technology business based out of Pennsylvania.

Connect with Andrew 

• Website: Redline Equity, LLC
• Podcast: The Crushing Cashflow

To Connect With Us

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

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Today will be an exciting episode as we'll talk about an investment strategy that most people in real estate don't discuss - the opportunity zone. Join our guest Ashley Tison, opening our eyes to the real benefits and everything we need to know about this subject. So dive in and learn something completely different from this show!

Key Takeaways To Listen For

• Opportunity zones: What are they, how it works, its principle and concept
• How to identify if a community or a place is an opportunity zone
• Ways to take advantage of opportunity zones and challenges of setting its fund
• The biggest nuance you need to know in terms of opportunity zones
• Great advice on avoiding mistakes when utilizing opportunity zone strategies
• Insights and updates on legislation and rules involving opportunity zones

Resources Mentioned In This Episode

• Opportunity Zones Map
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Ashley Tison

Ashley Tison is an Opportunity Zone Sherpa - an attorney and entrepreneur focused on helping real estate investors reduce their tax liability. As co-founder of OZPros.com, he has built a team that is uniquely positioned to handle the real estate, tax, acquisition, and securities nuances that are inherent in opportunity zone deals.    He is passionate about helping ALL business owners, big or small be able to harness the value of Opportunity Zones. He has become a highly sought-after expert in the Opportunity Zones space nationally and brings perspective as an entrepreneur, investor, and consultant.

Connect with Ashley

• Website: OZPros.com
• Facebook: OZPros
• LinkedIn: OZPros
• YouTube: OZPros

To Connect With Us

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

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Get ready for another learning today as Maggie Cheung joins us to discuss what drives her to pursue the next level of investing from limited to a general partnership in real estate. As you tune in, you'll recognize the importance of the right mindset before leaving your corporate job, the things you should know to stay grounded in a shifting market, and more about syndication. Be sure to listen in!

Key Takeaways To Listen For

• Why long-term rental is the ideal investment strategy for W2 job workers?
• The right path to getting involved in the general partnership (GP) of multifamily syndications
• Things to look for as a limited partner (LP) in syndication and how to discover your niche in real estate
• Tools and resources you can utilize to conduct market research and data analysis
• What makes an ATM syndication a good cash flow option
• Emotions to overcome when shifting from the corporate world to entrepreneurship

Resources Mentioned In This Episode

• City-Data
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Maggie Cheung

Maggie has been investing in real estate since 2011. During that time, she has focused mostly on buy-and-hold rentals, private lending, and both passive and active investing through real estate syndications. Maggie is passionate in following and implementing a financial philosophy that grows wealth at a steady pace and over time, allowing her to be at ease and share more moments with her family and own her time. Prior to transitioning to full-time real estate, Maggie has worked in large financial firms, including Goldman Sachs and Morgan Stanley and where she specialized in risk management for the Firms’ Investment Banking and Investment Management businesses which includes reviewing, assessing, and improving the Firm’s underwriting and due diligence process. 

Maggie holds a bachelor’s in Accounting with a minor in Management Information & Systems from University of Delaware, and a Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE) certifications. Lana’s experience ranges from managing and streamlining operations of her family-owned commercial businesses, development of her family’s multifamily property, to passively and actively investing in real estate syndication. She has a background in audit, compliance, and risk management experience with large financial institutional clients and is also a CPA.

Connect with Maggie

• Website: Sage Investing Group
• Email: Maggie@Sageinvestinggroup.com

To Connect With Us

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

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In today's episode, John Todderud explains how to perform a 1031 exchange and what to watch out for, such as Realtors adding additional requirements that slow down the process. Keep listening to uncover more intriguing information that will propel your real estate business to new heights! 

Key Takeaways To Listen For

• How real estate syndication builds a well-diverse portfolio
• Benefits of hiring a professional property manager for your property
• 1031 Exchange Rules: Definition, process, and tax benefits
• Things to consider when replacing and relinquishing property through the 1031 exchange
• Biggest challenges of 1031 exchange 
• Why should you start investing in multifamily properties?

Resources Mentioned In This Episode
Free Apartment Syndication Due Diligence Checklist for Passive Investor 

 About John Todderud

John Todderud owned and managed investment homes since 1984 and multifamily since 2010. He Restored older single-family homes – rewiring, drywall, heating systems, foundation, re-pipe and performed nearly all work myself while working full-time as an engineer. 

Within multifamily, he’s acquired over 200 units, from 3 to  96-unit buildings. Self-managed smaller properties and asset-managed larger properties with professional management.  

Connect with John

• Website: Cardinal Oak Investment
• Email: john@cardinaloak.com

To Connect With Us

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

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Grow Your Show, LLC

Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?
Visit GrowYourShow.com and Schedule a call with Adam A. Adams.