How Did They Do It? Real Estate
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Are you well-informed about the legalities and risks of syndicating deals and raising money? In this episode, Tilden Moschetti generously shares his expertise in the syndication space and its complexity, the legal steps you should know from acquiring to structuring and operating deals, capital raising, fund of funds, and more. So, whether you’re an active syndicator or someone planning to enter the syndication world and looking for an extensive guide, this conversation will help you learn about leveraging investors’ capital and equity! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT TILDEN MOSCHETTI, CCIM, ESQ. Tilden Moschetti, Esq. is a syndication attorney that focuses exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity funds. Tilden is a highly regarded expert in syndication as an attorney, a syndication coach, General Counsel to two private equity funds, and an active syndicator himself. He has been featured on NPR, NBC News, People Magazine, the National Law Journal, the San Francisco Chronicle, and the Los Angeles Business Journal. A fundamental difference between Tilden and other attorneys is that Tilden came to the practice of syndication law as a syndicator of his own deals first. Tilden’s practice as a real estate attorney changed gears when a partner showed him a deal and asked him if they could syndicate that deal together. Both investors and Tilden made a great return, so he kept syndicating. As his successes grew doing deals, 9 years ago he refocused his firm away from real estate law, to syndication law exclusively. GET IN TOUCH WITH TILDEN __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Today, we’ve invited one of the best proofs that starting from nothing to achieving big is attainable in real estate! DJ Hume demonstrates his transition into multifamily for bigger goals despite successfully acquiring five single-family rentals, how he changed his family’s point of view on the investing side of real estate, and how he gradually learned capital raising and acquiring multifamily deals. Don’t miss out on this episode because DJ also spills the facts about running rental properties that led to his enormous prosperity today! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT DJ HUME DJ Hume is a nine-year veteran to the real estate business with over $20 million assets under management, started with 0 doors, no experience, and now own and operate 300+ doors. A humble start working in the medical field with start-ups and emerging tech companies, he was relied upon for business development and strategies. DJ has taken that business knowledge to build Prosper Capital and has become a preferred borrower with Fannie Mae, Freddie Mac, Life Insurance Co, and one of the fastest-growing privately held real estate companies in the Midwest. GET IN TOUCH WITH DJ __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Raise your consciousness about the chances of creating wealth while serving people through real estate investing! In this episode, Julie Holly talks more about her journey from house-hacking to multifamily and now navigating the complex but rewarding world of assisted living investing. She highlights assisted living’s growing demand and its exciting future, what she considers from acquiring deals to operating assisted living facilities, and her incredible commitment to helping residents and investors. KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT JULIE HOLLY Julie is the founder of Three Keys Investment, helps people like you find their freedom through multifamily real estate investing so that they can live the life of their dreams! She has invested in single-family homes, house-hacked before it had a name, managed properties from 1k miles away, and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta-based and a general partner in 387 units. Her podcast The Conscious Investor is designed to support investors at every step of their journey. Enjoy nearly 400 episodes on mindset and how highly successful investors overcome limitations and become unstoppable forces of success. Julie’s care for the financial well-being of investors as well as her experience as a public school teacher, and ability to relate with people allow her to raise capital for the team’s offering. She regularly speaks at national and virtual events and serves clients as a performance coach. Her free time is filled with backcountry mountain biking with family and friends, baking delicious treats to share with others, writing grants for non-profit organizations, and mentoring young entrepreneurs. Get in Touch with Julie Website: https://www.threekeysinvestments.com/ / https://www.iamaconsciousinvestor.com/ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Deep dive into another story of a thriving real estate journey with Kevin Falk and Jeff Derus! Our duo guests will start by sharing how they formed and strengthened their partnership, expanded Nordic and its brand, and built their property management business. They’ll also emphasize some challenges they had to repress along the way, Seattle’s opportunities for passive investing, and more. KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT KEVIN FALK Kevin Falk started his real estate career back in 2010. During his tenure, Kevin has managed over 15 million square feet of Multi-Family, Office, Industrial, Retail, Medical and Data Centers. Prior to starting Nordic Partners Investments, he has worked for high-powered companies like CBRE, Kidder Mathews and Microsoft. Kevin’s main focus is to help clients maximize their real estate returns by buying distressed assets and repositioning them with Nordic’s construction team. Kevin is a University of Washington alum and has been a Seattle resident his entire life. The local knowledge gives him a unique understanding of all sub-markets and rent trends. This bodes him well for understanding the nuances of investment strategy within Nordic’s business model. ABOUT JEFF DERUS Jeff Derus is a reflective entrepreneur who carries with him a deep-seated appreciation for data and thoughtful strategy. His hands-on development of FreshMeal.com and 99lumen.com underscores a career hallmarked by intelligent, measured growth, exemplified by FreshMeals early revenue success. In the realm of real estate, Jeff’s commitment shines through in his efforts to ensure NPI consistently leads with its superior management systems and advanced technology. His foundational knowledge stems from his academic pursuit of finance and entrepreneurship at the University of Washington, seamlessly transitioning to pragmatic application in his professional life. His expertise extends to his impactful work as a commercial real estate consultant with Kidder Mathews, where he advises on the viability and optimization for the Northwests most ambitious transit-oriented development projects. GET IN TOUCH WITH KEVIN AND JEFF __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Want more of Neal Bawa’s expertise in real estate analysis and data-driven insights? We’re glad to have him back on the show for the latest trends and opportunities in the housing market! Level up your understanding of what’s real in today’s market condition, valuable information about the economy in general, and the potential of single-family and multifamily investments. Tune in because this episode might help you thrive and make better decisions in an environment surrounded by negativities. KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT NEAL BAWA Neal Bawa is CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal’s companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 900 investors. Current portfolio over 4,800 units, with an AUM value (upon completion) of over $1 Billion. Neal shares his team’s unique and cutting-edge real estate data methodologies to connect with geeky and nerdy (or just data driven) investors who share his vision - That Data beats gut feel by a million miles. Over 10,000 real estate investors have taken his free Real Estate Data Analytics course on udemy.com and the course has over 1,000 five-star reviews. Neal speaks at dozens of real estate conferences across the country and virtually, on the Internet. Over 5,000 investors attend his multifamily webinar series each year and hundreds have attended his Magic of Multifamily boot camps. His facebook and meetup groups have tens of thousands of investors. Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach its potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope. Get in Touch with Neal Website: https://multifamilyu.com/ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Today, Joe Finneran joins us to show what it’s like to thrive in real estate without a fixed strategy. He shares his sustained growth in the business by buying, holding, and selling rental properties, his straightforward yet effective way of communicating with tenants, and the things he’s now focusing on to make more money from property investing. So, if you think of investing in the New York market, listening to this episode could help you begin your journey! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT JOE FINNERAN Joseph Finneran is an experienced and active real estate investor located in Orange County New York. His main focus has been investing in towns that are up and coming due to their proximity within the Big Apple. When covid first hit people thought real estate would collapse along with the economy. Joe believed in continuing to buy and was one of the first ones that analyzed and captured this great opportunity to continue to invest in the outskirts of NYC during Covid due to the migration of people leaving NYC to the suburbs due to covid 19. His focus is 50 percent buy and hold and 50 percent flipping. For Joe, every property is different, and believes in looking at real estate for what its "highest and best use is" while also keeping in mind "how much time something takes". Joe has been in the industry for over 11 years and has been involved in over 100 real estate transactions to date. GET IN TOUCH WITH JOE __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Do you want to learn about a luxury yet more efficient way of converting distressed office spaces into residential housing? Deep dive into our conversation with another incredible guest, Douglas Hayden! Doug talks about how they’re revolutionizing the housing industry by converting unused office spaces through fabricated construction and how it impacts a community, and he goes deeper into what sets them apart from other companies doing this strategy. Be sure to listen until the end of this episode to know how you can participate in resolving the housing crisis through his end-to-end solution! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT DOUGLAS HAYDEN Douglas Hayden boasts an impressive track record spanning over 40 years in both the Real Estate and tech sectors. Alongside his team, Hayden has successfully executed more than 1,600 transactions, building a reputation for diligence, innovation, and client satisfaction. Before delving into real estate, Douglas sharpened his skills in the realm of business development. He held prominent roles at multiple tech startups, all of which were later acquired by industry giants such as Apple, IBM, and British Telecom. Dougs knack for identifying potential and strategically positioning businesses for success was further cemented during his tenure at SMED, an office solutions provider. Here, Douglas steered the company towards integration with tech platforms like Cisco Systems & Northern Telecom, focusing on enhancing office environments with technology-infused Office solutions. He was part of the pioneering team that established EXP Realty in Canada, and In honor of his Community service and impact, he has been awarded the Queens Platinum Jubilee Citizenship Medal and the Alberta Centennial Medal. GET IN TOUCH WITH DOUGLAS __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
In this episode, Megan Stafford shares her continuous investing success in Arkansas. She talks about utilizing FHA loans, remodeling properties, flipping undervalued assets, and long-term property holding. By tuning in, we’ll also pick up on some of the nuances of investing in the California market, finding deals, and diversifying a portfolio across multiple asset classes. KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT MEGAN STAFFORD Megan is the founder and CEO of Dreamy Capital, a real estate investment firm specializing in 3-5-year holds on SFR properties. Megan started her real estate career in 2013 by selling a few bitcoins she had bought earlier that year. With less than a $4,000 down payment, she bought her first duplex with an FHA 203k loan in Central Arkansas. Since then, she has managed a commercial real estate portfolio in the San Francisco Bay Area worth over $200 million in multiple asset classes- multifamily, retail, office, and mixed-use. She has grown her personal portfolio from a start of $400 to a value of $2.28 million with over half of that value coming from the last 2 years. Megan enjoys making music, playing with her pups, and traveling the world with her life partner. Her ultimate goal in life is to help others achieve their goals by investing in real estate. GET IN TOUCH WITH MEGAN __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
If you want to know more about the intricacies of the real estate and multifamily market in Québec, look no further because we’ve got Axel Monsaingeon today! With this episode, we’ll learn how multifamily investments and development projects can make a significant impact on a community, the worth of organizing meetups with like-minded people in the space, some trends in the Québec market investors should know, and more meaningful subjects that you may find beneficial in your investing career. Start unlocking hidden opportunities outside the US by joining us! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT AXEL MONSAINGEON Axel was born and raised in the Caribbean on the island of St Barthelemy. After living for 3 years in Paris he arrived in Canada as a teenager to finish high school. He earned a bachelors degree in Economics and Commerce from Concordia University – John Molson School of Business and started working for a global logistics company operating a container terminal. After 2 years, he went back to further his learning and graduated with a Master’s degree in Supply Chain Management. He then started working in the supply chain department of a global manufacturing company in pulp and paper. After 3 promotions in five years, he moved to a Canadian National (rail company) to work in the supply management department. Since then he educated himself through mentors and coaches and built a healthy portfolio in multifamily and new construction projects. Axel is also the host of the Real Estate Effect Podcast focused on real estate investing in Quebec and organizes networking events for industry professionals. He is a loving husband, father of a 6-year-old boy and 4-year-old daughter, and likes to cook and run. GET IN TOUCH WITH AXEL __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
In a real estate environment where things are uncertain and challenging, we’re bringing Brandi Shotwell to the show to share her expertise in guiding commercial investors seeking suitable financing options and loan strategies. Brandi will definitely provide value in this episode as she discusses why she transitioned to the commercial side of real estate lending, things you must know when acquiring commercial loans, and her high-level tips for preserving investors’ capital. There’s more to this conversation than you think, so tune in to discover! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT BRANDI SHOTWELL Brandi Shotwell is a Principal at Reno Capital Management in Dallas, Texas concentrating on debt and equity. With over 20 years of experience in finance and real estate, Brandi has had leadership involvement in over $1.5 billion in real estate projects ranging from commercial acquisitions to commercial development. She has organized funding acquisitions and development opportunities for multifamily investors, high-net-worth individuals, municipal growth areas, and manufacturing clients. Prior to joining RCM, Brandi was Vice President at Edge Capital Markets in Dallas, Texas. Preceding Edge, she was Vice President of Coronado Bay Capital where she was a top-producing originator of the company. Previously, she was a founding partner of Global Mortgage USA. Brandi attended Purdue University Northwest where she studied business and marketing. GET IN TOUCH WITH BRANDI __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
If you’re thinking of practical ways to grow your hard-earned cash lying idle in the bank, you must hear this episode with Madhavi Nade Jain! Madhavi will open our eyes to the possibility of becoming passive using a less popular strategy in real estate, the Infinite Banking Concept. She clearly explains how you can effectively utilize this technique to passively invest in syndications, its advantages, and the drawbacks of keeping a lot of money in financial institutions. Start thinking outside the box with today’s featured guest! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT MADHAVI NADE JAIN Madhavi (pronounced as Math-vee) is the President of Think Outside the Stocks. Madhavi lives in Austin, Texas with her husband Peyoosh, a nineteen-year-old daughter, and a fourteen-year-old son. She has experience of 16+ years in the IT industry mostly with one of the top 5 consulting firms. Her excellent analytical skills, mathematics background, project management experience, and out-of-the-box thinking lay a solid foundation for evaluating and reviewing investment opportunities based on tangible parameters. After her sudden corporate exit in 2015, she started her Financial Freedom journey in reverse order. She created a real estate portfolio of single-family rentals and Airbnb (valued at ~$1.5M). Soon realizing the lack of scalability, she expanded her passive investments to multifamily by unlocking the industry’s best-kept secret, Syndicated Real Estate. She has 1500+ units of passive multifamily investments in emerging markets across multiple states in the country. With a passion to bring strategies she learned to the high-skilled immigrant community that has been working hard but unaware of how the wealthy invest in this country, she founded Think Outside the Stocks, a private equity firm focused on commercial real estate. As an active syndicator, she has a multifamily portfolio of ~790 units, $170+ Million in value, by forming strategic syndicated partnerships, where she has helped busy professionals to participate alongside her to create risk-managed passive returns and diversify outside of the stock market. Get in Touch with Madhavi Website: https://thinkoutsidethestocks.com/ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Today, we’ll highlight how Charles Hamilton manages his multifamily and hotel properties simultaneously. He’ll start by telling us about his unplanned entry into real estate, taking over his father’s investments and selling them eventually, to diversifying his portfolio across larger assets. Charles also gives us an idea about the things he considers to get involved with the right network and partners, dealing with sponsors, and acquiring and funding hotels and apartment deals. Be sure to delve into this episode for more! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT CHARLES HAMILTON Charles worked for Structural Dynamics Research Corporation (SDRC), a Computer-Aided Design (CAD) company, out of college. During his time at the SDRC, he was in a sales role, lead application engineer, customer service engineer, and project manager. In specific, he was commended by Xerox for helping them develop work processes with the CAD system to help them meet their goal of delivering new and innovative products. He was part of the pilot team and helped win this account with his efforts. At the time of Xerox signing on to use their CAD system, it was the second largest account for SDRC. From there, he moved into software development as a project manager for Booz Allen Hamilton, Spaceworks, and Digital Harbor. At Booz AlIen Hamilton, he managed software development projects and also worked on consulting engagements. These roles allowed him to use his ability to develop strategy and implement the tactical aspects of the projects. During his time at Booz Allen Hamilton, he received his MBA. The purpose of getting the MBA was to round out his skill set. His real estate experience came after his fathers passing. He was left to run a 4-lot mobile home park and a single-family home rental. His goal is to take the experience he has gained and continue to invest in multifamily and hotels. The team he’s a part of just closed on a 65-unit apartment complex in Charlotte, NC. He’s on this deal as a General Partner (GP), a Limited Partner (LP), and also a part of the asset management team. GET IN TOUCH WITH CHARLES __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Do you want to learn more cash-flowing and creative strategies in real estate? You’re in the right show as Clint Harris speaks about his transitions from single-family rentals, turning small multifamily into Airbnb, and finally, how he got into retail buildings to self-storage property conversion. Clint shares a lot of ground about building a self-storage, from construction and obtaining permissions to making the facility ready for occupancy. Listen to this episode and be competent in another unique investment strategy! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT CLINT HARRIS Clint Harris is a professional real estate investor, handles Capital Raising and Investor Relations for Nomad Capital, is the co-owner of Going Coastal Property Management, and is Co-host of the Truly Passive Income podcast. Clint had a 16 year career in medical sales from 2007 to 2022 as a highly successful sales rep, implanting pacemakers and defibrillators. Along the way, Clint built a multifamily real estate portfolio with a strategy of buying distressed multifamily property at the beach with bad tenants, and converting them to top performing AirBNB properties. Clint leveraged heavy value-add and asset-class conversion to quickly replace his medical sales income. With an eye on diversifying, Clint began investing into self storage as a limited partner with Nomad Capital several years ago. He eventually made the jump to general partner, took on the roles of Capital Raising and Investor Relations for Nomad Capital in late 2021, and left his medical career behind in November 2022 to live life as a full-time husband, father, and real estate investor. Today, Clint has raised capital for the development of over $120 million in stabilized commercial assets. His core belief is that financial independence, when combined with location, and time independence, creates independence of purpose. GET IN TOUCH WITH CLINT __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Listen to this amusing yet inspiring interview with Engelo Rumora, sharing how he overcame obstacles to succeed in the US and fears of investing overseas. Engelo also talks about what sparks his interest in the US market despite his expertise in Australia, why happiness must be part of your goal as an investor, his competence in turnkey investing, and more. Check this out to capture every critical takeaway from this episode! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT ENGELO RUMORA Engelo Rumora is a prominent real estate executive, investor, and CEO, known for his remarkable achievements in real estate investments, as well as his diverse entrepreneurial ventures spanning various industries. With a global portfolio encompassing countries such as the Bahamas, Croatia, Japan, Australia, and the USA, he has demonstrated a comprehensive understanding of investment strategies. Engelos expertise extends beyond real estate to include tech, crypto, stocks, and oil funds. He is the driving force behind several successful companies, primarily in the real estate sector, having experienced both setbacks and triumphs. Engelos enduring commitments are Ohio Cashflow, a leading turnkey property provider, and Oz Realty, a renowned property management firm. His career has seen involvement in over 1,000 real estate transactions, including flips and buy-and-holds. GET IN TOUCH WITH ENGELO __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
This episode with Peter Neill explores the factors that make single-family and affordable housing powerful in the present real estate and economic situation. He clearly explains the need for providing high-quality yet cut-rate homes while giving value to investors, the significance of having communication skills in raising money, and his extensive knowledge of the housing market. Grasp a different approach to leveraging the potential of single-family investing by diving into this conversation! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT PETER NEILL Peter Neill is the Co-Founder and Partner at GSP REI, a vertically integrated real estate investment company specializing in acquiring, developing, and managing single-family affordable and workforce rental housing. Peter has over 9 years of real estate investing and capital raising experience. He plays an active role in the management of the company and its various fund offerings. Peter is chiefly responsible for fulfilling the company’s capital raising goals by marketing and communicating the company’s private fund offerings and maintaining key relationships with the companys investors. GET IN TOUCH WITH PETER __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Get prepared for an exciting episode featuring Donato Callahan with his story of creating success as an investor and helping others through his innovative and cutting-edge software, Bright Investor. Don’t miss out as we discuss how Bright Investor can make market research more convenient, how this platform can help you expand and scale faster, plus his wisdom about retirement, investment, and business. KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT DONATO CALLAHAN Donato secured the prestigious Department of Defense SMART Scholarship following his high-school valedictorian success. He later graduated Magna Cum Laude from Boise State and dedicated time to wildlife conservation in South Africa and wildlife ecology studies in Montana. Amidst the COVID-19 lockdown, Donato discovered real estate investing, leading to the establishment of his first wholesaling company and the acquisition of an astounding 176 residential and commercial multifamily units by the young age of 23. He’s on track to achieve nearly 400 units and $40M in real estate in 2024, speak at numerous universities, and empowers investors through his company BrightInvestor, a cutting-edge real estate market research tool getting results for investors to grow, scale, and profit. GET IN TOUCH WITH DONATO __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
In this episode, Alex Kingman proves that undervalued and troubled properties can transform into steady income-generating assets! Dive into our conversation as Alex talks through the risks and upsides of doing heavy value-add into distressed multifamily communities, building good connections with investors, and the main reasons to consider investing out of your backyard. Keep tuning into this show and begin visualizing a fulfilling life through passive investing in real estate today! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT ALEX KINGMAN Alex is the Director of Investor Relations at KGI Capital. Her company helps high-income and high-net-worth individuals invest passively in apartment buildings so that they can reduce their tax burden, grow passive wealth, and live life on their own terms. KGI capital invests in 20-100 unit distressed multifamily properties and redevelopment projects in the Southeast and Midwest. To date, they have acquired 253 multifamily units and have $30MM in assets under management. Before going full-time into real estate, Alex was one of the top Airstream salespersons in the country. She is located in the San Francisco Bay Area and is a mother of two girls. GET IN TOUCH WITH ALEX __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Today, we’re bringing another fantastic guest on the show, Shane Thomas! He chats about how he ended over a decade of working in the corporate world by discovering real estate investing, reaping the benefit of shifting from single-family to multifamily space, and his companys continuous growth. Shane also outlines top-tier strategies his company utilizes for handling potential investment risks, thousands of units, and preserving investors’ capital for a long-term goal. Theres more to learn from this interview, so get right in! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT SHANE THOMAS Shane is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+. Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst’s processes are best-in-class. Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology. Shane is a Certified Public Accountant (CPA, Illinois) and Chartered Accountant (CA, Canada). Shane has a bachelor of Mathematics degree and a Master of Accounting degree from The University of Waterloo located in Ontario, Canada. Shane resides in Houston, Texas with his wife and three daughters ages 6, 5, and 4. GET IN TOUCH WITH SHANE __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Many times, we heard in this show that patience is one of the keys to success in the real estate business. It is exactly why we’ve collaborated with Justin Moy in this episode! Justin joins us to share how he pursued investing despite failures and not earning money in the first few months of his sales career at a young age, the positive impact of deferring his gratification in the face of his wins in the commercial space, and most importantly, his deep understanding of passive investing and growing a portfolio. Listen in to resonate with his journey! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT JUSTIN MOY Justin Moy was in real estate sales in the Bay Area of California when he was 18 years old. The most competitive market at the time, he cold-called owners all day, for 6 months straight with 0 success. He decided he was going to quit his sales job and never look at the industry again, but one more lead popped up on his dashboard, and figured he’d give it one last call before never touching the industry ever again. That call turned into his first listing and purchase, and net a $60k commission to him. He spent the next years of his life in sales roles, consistently performing within the top 5% where he went. He realized he was transactionally rich but not wealthy. He was sacrificing his personal life for professional growth. When he went to start investing his money to hopefully buy back his time, he realized nobody in the investing space served sales professionals by taking into account their specific pain points (variable income, exposure to recessions, volatile job) and realized he was burning out. That’s when he realized that investing in commercial real estate could help sales professionals address all the pain points unique to them, and almost all sales pros he’d invested with have been able to replace their income with passive income with this strategy. GET IN TOUCH WITH JUSTIN __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Whether you’re a limited or general partner in multifamily syndication, lend an ear to this episode with Deepa Reddy Akula! Today, she connects with us to share her journey from engineering to passive investing to where she is today. We’ll cover Deepa’s competence in preserving investors’ capital in a volatile market, the perks of investing in a fund, property value-add strategies, and some excellent advice when participating as a limited partner in a deal. Lets benefit from her wealth of knowledge by tuning in! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT DEEPA REDDY AKULA, PE, MSME, M.ASCE Deepa Akula is a highly accomplished leader and real estate investor, with over 14 years of experience in engineering and commercial real estate. Currently, she serves as the Managing Principal at JT Capital, leading the investor relations group. JT Capital is a boutique Real Estate Private Equity group specializing in institutional-grade multifamily properties in vibrant submarkets of Texas and Florida. She brings her love for numbers and strategic thinking from her engineering background and her experience in property management, asset management, and underwriting to the field of commercial real estate. She is passionate about generating double-digit returns for passive investors through strategic investments in Multifamily assets. Deepa is an alumnus of the University of Missouri, where she earned a Master of Science degree in Engineering. GET IN TOUCH WITH DEEPA __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Are you struggling to get good results in your real estate investing business, such as raising capital and generating leads, despite your marketing efforts? Dive into this interview with Jesse Futia, a LinkedIn branding expert and an investor, to discover more about LinkedIn and its power in growing your brand and online presence. Jesse provides high-powered tips on utilizing your LinkedIn account as an investor, content postings, email campaigns, newsletters, and more. Don’t miss out on this episode to start claiming your reputation in the competitive world of social media! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT JESSE FUTIA Jesse Futia is the Principal and CEO of Executive Equity Investing. Jesse grew up in Albany NY and graduated from the University of Albany. He was commissioned as an officer in the US Army and served as a US Army Ranger from 2019-2021. Jesse Began investing in real estate during college where he and his family built one of the largest student housing portfolios in Albany, NY. In 2021, Jesse made the transition to commercial real estate with the goal of investing in mobile home parks, apartment buildings, and self-storage deals to achieve incredible returns for investors. GET IN TOUCH WITH JESSE __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
If you missed listening to our real estate experts last month, visit the links below! https://bonavestcapital.com/podcast/ https://www.buzzsprout.com/1368325 Watch this recap episode on YouTube: TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com/ and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
In this episode, another remarkable guest joins us, San Eng! He’s here to share his success in the industry across the US, Canada, and Asia markets, the failure he had to overcome along the way, what it’s like to live financially stable through multiple businesses, and more. Don’t miss out on another great conversation! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT SAN ENG San is an “Investorpreneur.” As an investor, San has managed billion-dollar funds and deployed US$700+ million in the technology, infrastructure, consumer, blockchain, agriculture, and real estate sectors in the USA, Canada, and Asia. San’s private equity firm has been ranked Top 30 and Top 50 in China. As an entrepreneur, San has founded and led ventures raising $200+ million. He has been seated on boards and advised founders of three dozen companies. In real estate, San has invested hundreds of millions of dollars in single-family homes, farmland, mortgage funds, retail/commercial and multifamily apartments in North America and Asia. San’s ikigai (reason for being) is his family and coaching his 3 daughters (and targeting one million more) through GenFIRE to achieve Financial Independence, Reach Excellence. San is dedicated to education through leading GenFIRE and sharing insights from his books, the Wall Street Journal & USA Today best-seller Ten Commandments of Investing (#10Cs) and its upcoming sequel Ten Commandments to Generational Wealth (#10C2). San has taught investing as Adjunct Professor at prestigious universities and served on boards of educational institutions such as the Wharton Club of Shanghai. He is currently the President of the University of Pennsylvania alumni club of Tampa Bay. GET IN TOUCH WITH SAN __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
With over three decades of experience in the IT industry, what made Sridhar Sannidhi choose real estate as his investment vehicle to retire? We’ve invited Sridhar Kumar Sannidhi to break down his journey as an international investor in single-family, his smooth transition to passive investing as a limited partner, and now syndicating large deals as a general partner. Deep dive into this episode to acquire the mindset it requires to trust the process towards your retirement! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT SRIDHAR KUMAR SANNIDHI Sridhar is the CEO and Founder of Grow Wealth 2 Retire, LLC, a real estate company focused on acquiring and building A and B-class apartment complexes and land development through syndications. Sridhar has been a Technologist for three+ decades spanning Legacy, Distributed, Internet, and Cloud computing. He is an Accredited, Deal Syndicator, Passive Investor in Commercial and Residential, Co-sponsored approx 3700+ units in 15 multi-family complexes in Texas and Tennessee (over 400 mil USD) three of which completed full cycles in less than 4 years, and Passively invested over 11,600+ multi-family unit syndications in US (over 1.6 Billion USD). Get in Touch with Sridhar Website: http://www.growwealth2retire.com/ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Today, we’ve got one of the most empowered women in the real estate investing business, Liz Faircloth. In this incredible conversation with Liz, we’ll cover how they kept growing in the industry despite her challenges when they started, her valuable advice for investors looking to scale their portfolio, and her mission to support more women in creating their success in the complex nature of investing. Be inspired to invest and connect with more like-minded people by tuning in to this episode! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT LIZ FAIRCLOTH Liz Faircloth is the co-founder of The Real Estate InvestHER® community, a platform to empower women to cultivate deeper connections, create generational wealth, and live a financially free and balanced life on their own terms. She is the co-host of the podcast and co-author of the bestseller “The Only Woman in the Room - Knowledge and Inspiration from 20 Successful Real Estate Women Investors”. GET IN TOUCH WITH LIZ __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
In this episode, Melvin Landry joins us to share his wins and losses in the early years of his investing career, his property financing methods, and how shifting his mindset helped him diversify his portfolio into larger investments. Regardless of your investment market and asset class, this conversation will show you what taking action and education could bring to your journey! KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT MELVIN LANDRY Melvin Landry is the founder of More-Land Equity Capital. He is a real estate professional with a sizable single-family portfolio in Pittsburgh, Pennsylvania. “Merv” is also a college professor (economics & marketing) and has over 20 years of experience in corporate procurement and supply chain management across various industries. His hobbies include distance running and spending time with family. GET IN TOUCH WITH MELVIN __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
We’re back for another week of sharing knowledge about real estate investing! Josh Kristoff will kick off this week with his expertise in the hospitality space, vacation rental property management, the long-term benefits of short-term rentals, and building partnerships. Learn more from this episode and stay on supporting the show! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT JOSH KRISTOFF Josh graduated from the United States Naval Academy (Beat Army!) with a BS in Quantitative Economics. He spent 7 years in the US Navy as a Surface Warfare Officer. Josh transitioned from the Navy and ran operations and business development for a manufacturing company in his hometown of Syracuse, NY. It was two years of record growth there before Josh and wife Kassandra knew they wanted to join the digital revolution and went straight to the heart of it all in San Francisco where they first met best friends and current Nomad Capital Ventures business partners, Jered & Carly DaCosta, and family. Joshs first tech job was at early-stage HomeSuite, think Airbnb for monthly furnished rentals (before Airbnb started doing it) – he ran all things automation on the supply side. His love for building automation tools saw him on to Cisco Meraki, a growth business unit powering Cisco’s current strategy. He built a team of technical program managers and drove several strategic data projects across the organization. Concurrent with his time at Meraki, Josh earned his MBA from The Wharton School as a double major in Business Analytics and Joint Marketing and Operations Management. In 2020, the pandemic enabled remote work and Josh & Kass knew they would go straight to the Beaches of Jax, FL – originally their first Navy duty station and where they got engaged, now a new homebase for them and their four kids. They executed in rapid succession four deals, two syndicated, and bid farewell to their W-2s to fully focus on their business and family. As of 2023, NCV collectively has $60MM under management and their hospitality brand, Nomad Hospitality, has almost 100 listings. Josh loves the Jax communities and every aspect of their businesses, from underwriting deals, working with investors, overseeing renovations, implementing software systems, and of course delivering 5-star experiences. GET IN TOUCH WITH JOSH __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
What gives people enough reason to leave a lucrative job for real estate investing? Let’s hear it from Alvin Scioneaux, Jr., joining us today to talk about a huge step he had to take to start living life on his terms. This episode delivers so much value about nurturing a growth mindset, overcoming what holds people back from investing in real estate, and top-tier advice from Alvin on how to succeed in the investing space, career shift, and decision-making. Don’t miss out on every guidance towards the right direction to your success! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT ALVIN SCIONEAUX, JR. Alvin Scioneaux, Jr. is a force of diverse passions and talents. He was born & raised in St. John Parish, Louisiana, and is currently a real estate investor and author. He previously worked for 8 years as an Aerospace Engineer with a Master’s Degree in Mechanical Engineering from San Diego State University. He serves on the regional executive board for the National Society of Black Engineers while also being a traveling public speaker, where he engages with various schools and programs. In his career prior, Alvin was an All-American student-athlete who majored in Physics at Wofford College, then moved onto being an NFL linebacker with the LA Chargers. He transitioned to serving as a Fitness Coach, helping people on their fitness and nutritional journey, as well as a Model & Actor, working on various promotional and commercial projects. Alvin has gone from receiving over $2 million in scholarships, being inducted into his collegiate Hall of Fame, and playing in the NFL to now philanthropy, giving back towards scholars and athletes while running a multi-million dollar real estate business. He is also a proud executive member of Omega Psi Phi Fraternity Inc. and the NFL Players Association. GET IN TOUCH WITH ALVIN __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
Be inspired to achieve your goals through real estate with our guest today, CJ Calio. He converses about the realizations that shifted his life path into real estate investing, the strategies he had to utilize to expand his portfolio faster, and his unique approaches to raising capital and leveraging other people’s money. Acquire tons of value from CJ’s wisdom, investment philosophy, mindset, and success strategies! KEY POINTS & RELEVANT TOPICS __ __ RESOURCES & LINKS __ __ ABOUT CJ CALIO CJ Calio is a buy-and-hold, out-of-state specialist who focuses on creating portfolios of cash-flowing-producing properties out of state. He is the proud owner of WNN Properties LLC, a mentorship/consulting company. They are active real estate investors who will lead through action and hold you accountable to achieve your goals. CJ and his wife have been able to quit their day jobs and live their dream of being full-time investors while spending more time with their three wonderful children. They now focus on helping others to do the same. GET IN TOUCH WITH CJ __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
From being a full-time police officer to an investor, Joseph Cornwell shares his journey of achieving financial stability starting from rehabbing one single-family property. This episode covers performing value add to an investment property, valuable ideas when hiring a contractor, buying and holding properties, and the ideal partner that will help you scale and grow in real estate. KEY POINTS & RELEVANT TOPICS __ __ Resources & Links Apartment Syndication Due Diligence Checklist for Passive Investor https://bonavestcapital.com/checklist/ ABOUT JOSEPH CORNWELL Joseph was a full-time police officer based in Cincinnati, Ohio from 2011-2021. He began real estate investing in 2016, got his real estate license and started buying small multi-families, duplex, 4plex, etc. He began a general contracting business in 2018 and scaled his businesses and portfolio until he was financially free in 2021. He now has 125 units in 13 properties ranging from single families to 40 units valued around 8MM. He sells around 8MM annually in investment property, and they do around 2MM a year in the general contracting business. GET IN TOUCH WITH JOSEPH __ __ TO CONNECT WITH US Please visit our website www.bonavestcapital.com http://www.bonavestcapital.com and click here https://podcasts.apple.com/us/podcast/how-did-they-do-it-real-estate/id1532853594 to leave a rating and written review!
