multi-family investments

Many people jump into real estate investments without doing enough due diligence, weighing the risk versus the reward, don’t have the long-term view and are just hoping to make easy money. All of the abovementioned habits and mindset are potentially dangerous. One thing that aspiring Limited Partners should do first is to educate themselves more about the world of real estate before risking their hard-earned money.

In today's podcast episode, we interview our guest Mark Kenney, CPA and Co-Founder of Think Multifamily. Today’s topic is focused on Mark’s useful tips for aspiring Limited Partners, the importance of due diligence before jumping into a real estate investment, and the significance of knowing capitalization (cap) rates.

Read the FULL PODCAST EPISODE SUMMARY HERE!

Visit us here at: https://www.thelimitedpartner.com/

If you'd like to say hello, you can find Jake at @JJakeWiley on Instagram and Twitter, and on LinkedIn.

You will hear quite a bit of real estate terminology in every episode. We've aggregated the most common questions for you in the link below!

• https://bit.ly/learn-the-lingo

Matt Belcher is a serial entrepreneur who has built a number of successful businesses over his career. Matt moved to the USA around 10 years ago, and has subsequently launched a new business called CalTier, which is a prop tech company which is seeking to change the way that people around the world invest into Real Estate and other asset classes.

CalTier is an SEC regulated investment platform providing access for private investors to get exposure to a variety of investment opportunities with an initial focus on the “multi-family” blocks, or what we would call in the UK blocks of apartments. Their proposition is to acquire the assets, renovate the properties, then re-gear the leases, increasing the revenues that the assets generate. The team have successfully acquired a number of these assets and have successfully exited one project at the date of writing, ahead of schedule. 

Matt has a vision that CalTier realty will go on to become a diversified investment platform for retail investors and they are rapidly securing increasing numbers of private investors through a variety of different marketing methods and approaches. 

CalTier Realty has recently completed an equity raise, raising $1.1m of capital to enable them to continue their expansion and acquisition of further investors, and continue the development of the platform. 

Visit https://www.caltierinc.com/ for further details. 

****Legal notice**** Please note that nothing in this podcast can be construed as investment advice, if you are seeking to make any investment it recommended that you consult an independent financial adviser or investment professional. Matt Lenzie has no liability if you choose to make an investment based on information discussed on this channel, information is provided purely for entertainment purposes and cannot be relied up. If you choose to make any investment you may lose all of the assets or property which you invest. 

AN OFFERING STATEMENT REGARDING THIS OFFERING HAS BEEN FILED WITH THE SEC. THE SEC HAS QUALIFIED THAT OFFERING STATEMENT, WHICH ONLY MEANS THAT THE COMPANY MAY MAKE SALES OF THE SECURITIES DESCRIBED BY THE OFFERING STATEMENT. IT DOES NOT MEAN THAT THE SEC HAS APPROVED, PASSED UPON THE MERITS OR PASSED UPON THE ACCURACY OR COMPLETENESS OF THE INFORMATION IN THE OFFERING STATEMENT. YOU MAY OBTAIN A COPY OF THE OFFERING CIRCULAR THAT IS PART OF THAT OFFERING STATEMENT FROM: 

https://www.sec.gov/Archives/edgar/data/1771232/000110465920128011/tm2036596d1_253g2.htm 

YOU SHOULD READ THE OFFERING CIRCULAR BEFORE MAKING ANY INVESTMENT. 

“Passive income is built on the blood, sweat, and tears of passive income.” A lack of options forces us to be creative. That’s exactly what our guest experienced as she fought to keep her household afloat during and after the Great Recession. This frightening moment in history made her realize that having a job wasn’t enough. She realized that she had to build an asset that would weather any economic storm. She realized it wouldn’t be an easy feat. But she also realized that it would all be worth it. At the age of 44, the mother of four was officially retired.

Anna Kelley, founding partner of Zenith Capital Group, began investing in real estate over 20 years ago. She was hit particularly hard by the 2008 recession; but soldiered on nevertheless and today enjoys the fruit of her labor. Anna shares two decades worth of investing wisdom, covering topics such as house hacking, the landlord-tenant relationship, recovering from a recession, seller financing, raising financially intelligent kids, and paying it forward once you achieve financial freedom.

WHAT TO LISTEN FOR

• The importance of delayed gratification when striving for financial freedom
• Minimizing potential risks when investing in multi-family units via house hacking
• How to deal with troublesome tenants
• Anna’s long-term strategy to thrive following the global financial crisis of 2007-2008
• How to effectively use seller financing in lieu of a traditional bank mortgage

RESOURCES FROM THIS EPISODE

Websites: ReiMom & Zenith Capital Group

Facebook Group: Creating Real Estate Wealth That Lasts With ReiMom

CONNECT WITH US

To connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join the Investing For Good Podcast Community on Facebook.

To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.

Be sure to also grab your free copy of the Investing For Good book (just pay S&H).

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Thanks for listening, and until next time, keep investing for good!