Financial Freedom with Real Estate Investing

When you’re raising capital for a real estate deal, it’s tempting to pitch potential investors right away. But if you try to sell a high-net-worth individual before you’ve established trust, your chances of conversion are slim to none. So, how do you make meaningful connections with HNWIs and build trust in a way that makes them want to invest with you? Brad Blazar is the creator of Capital School...

As with most things, the economy goes through different seasons. And prior to the pandemic, it was red-hot summer in the real estate market. COVID caused a quick Arctic freeze, but things warmed up again and multifamily prices peaked in March 2022. Then we skipped fall and landed right in winter. And while it’s hard to predict how long this season might last, there are things we can do to endure t...

Matthew Amabile had been out of college for a year. He was making decent money at his sales job, but not enough to afford his own place. And he was tired of sleeping on his cousin’s couch. That’s when Matt started looking into real estate and analyzing deals. Three years later, he’s a 25-year-old millionaire. And he quit his 9-to-5 to travel the world. So, what gave Matt the confidence to buy his...

Are you treating insurance like a commodity? We made that same mistake early in our syndication journey. But now we look for the best combination of value and quality we can get. Matthew Sutika is Chief Insurance Officer at Obie , a company working to provide a simple, affordable and transparent insurance experience for landlords and investors. Matt is an award-winning entrepreneur and business ow...

Did you know that there are many parallels between investing in oil and gas and real estate syndications? Grant Norwood is CEO of Norwood Energy Corp , an oil and gas exploration company out of Southlake, Texas. Grant’s specialty is recognizing opportunity hotspots in undiscovered areas of the country where his team can operate significantly below the costs of oil giants like Exxon or Chevron. On...

Mindfulness matters. The more self-aware you become, the better your relationships and the more fulfillment you get out of life. That’s why I take an entire week off at the end of every year, not to eat bonbons, but to reflect on the past 12 months, celebrate my wins and plan for the future. On this episode of Financial Freedom with Real Estate Investing, I’m sharing my process for evaluating 2022...

Every week, we bring you conversations with elite investors and entrepreneurs, in hopes that you’ll learn from their experiences to accelerate your success. On this Best of 2022 edition of Financial Freedom with Real Estate Investing, we reflect on some of our favorite episodes and share the top insights from this year’s interviews with inspiring real estate entrepreneurs. We revisit Dan Brisse’s...

There's a lot of pundits who say that entrepreneurship is about the hustle and grind. We’re supposed to work harder and harder and sacrifice our lives for the sake of the business. But Mike Michalowicz argues that entrepreneurship is not about doing the job. It’s about creating jobs. So, how do you remove yourself from the day-to-day operation of your business? Can you get to a point where your sy...

How does a schoolteacher overcome her limiting beliefs to become a full-time syndicator? For Julie Holly , community was key in helping her shift from anxious single-family landlord to self-assured multifamily GP. Julie is Founder of Three Keys Investments , a multifamily firm committed to helping investors build passive income and legacy wealth. She also serves as Host of The Conscious Investor P...

Building a platform is an important part of raising money at scale. But you need more than a website to demonstrate your credibility with potential investors. Becoming an author gives you authority. It allows you to share your investing thesis with many, many prospects and generate leads as well as referrals. But what does the process of writing a book look like? And why would you publish yet anot...

How do you become a full-time investor who owns more than 1,000 doors by the age of 27? According to Adrian Salazar, the secret is having the guts to go out and be different. Adrian started wholesaling SFHs as a freshman in college and closed on his first apartment building as a sophomore. Today, he is Managing Member at Two Ten Management , and he controls $8.8M in multifamily assets. On this epi...

Running a business is never just about the business. Being a successful entrepreneur means finding balance between your personal and professional life.  But if you want your relationship to work, you need a partner who energizes you. Someone who helps you become the best version of yourself.  So, how does a real estate investor build a fulfilling family life? How do you successfully navi...

One of the beautiful things about investing in real estate is its tax benefits. And the 1031 exchange is a common strategy we use to avoid paying capital gains. But most of us haven’t studied IRC Section 1031 enough to know ALL the ways we can use the tax code to reinvest our real estate profits—rather than handing them over to Uncle Sam. Dave Foster is the 1031 exchange expert, qualified intermed...

Owning class D properties in neighborhoods plagued by gang violence, prostitution and drug abuse is not easy.  But it does give an owner-operator the street smarts to keep themselves, their employees and properties safe. And it makes for some pretty crazy stories! On this episode of Financial Freedom with Real Estate Investing, Garrett follows up on his previous solo episode with more stories...

All CPAs are not created equal. And if you’re working with an accountant who doesn’t understand real estate tax strategy, you may be leaving tens of thousands of dollars on the table. Thomas Castelli, CPA, CFP, is Partner at Hall CPA , an entrepreneurial accounting firm that helps real estate investors minimize tax and maximize profit. Out of college, Thomas landed a ‘dream job’ at a traditional a...

In the spring of 2020, store shelves were empty. And supply chain issues have disrupted businesses of all kinds ever since—including real estate. But what, exactly, is causing these problems in the supply chain? And when will things get back to normal? Jeff Davis is both a supply chain expert and real estate investor, serving as a senior sales executive for a Fortune 100 global logistics firm and...

When you’re a new real estate syndicator with a smaller network, you can keep track of investors with a spreadsheet and work through the process of raising money manually. But as you grow your investor database, it becomes more and more tedious to do things this way. The good news is, you can leverage investor management software to automate the process of drafting legal documents and wiring money...

Michael Flight used to be a crypto-skeptic. But as he learned more about the blockchain and its potential to make real estate more accessible to a wider audience, he became a crypto-innovator. Today, Michael is CEO of Liberty Real Estate Fund LLC , the world’s first net lease security token fund. With 34 years of investing experience, he is leveraging the blockchain to tokenize ownership of high-q...

No matter what asset class you want to invest in, creativity is key—especially if you don’t have a rich uncle to help you get started! You just have to stop asking yourself, ‘Can I do this?’ And start asking yourself, ‘How can I do this?’ Christian Osgood left his sales job with CoStar Group to become a full-time investor at age 29. And in the last 18 months, he leveraged creative financing to bui...

When I got started in multifamily, I was much too hands-off with property managers. Yes, I reviewed the numbers, but otherwise, I stayed away and simply let them manage everything. Then I realized that experienced syndicators are much more actively involved with their property management companies, and we started to build more collaborative relationships. So, where is the sweet spot between too ha...

Think you need an Ivy League education or 20 years of experience on Wall Street to set up a fund? Think again! Once you've done a handful of syndications, you can easily launch a fund of your own and simplify the process of raising money for multiple real estate deals. Bridger Pennington is Cofounder and CEO of Fund Launch , an education platform that helps aspiring fund managers launch, build and...

Investor relations is not about selling a deal. It’s about getting to know individual investors and solving their problems. But what does that look like in practice? How do you connect with potential LPs and educate them around the benefits of investing in multifamily syndications? Travis Watts is Director of Investor Education at Ashcroft Capital . He got his start in real estate in 2009, investi...

Proximity is power. But how do you get in front of successful people when you're struggling yourself? Sterling Griffin was homeless when he made the decision to surround himself with the people he wanted to become. Then he found creative ways to add value so they'd want to be friends. And in just two years, Sterling went from living in his Honda Accord to making $1.68M. Today, Sterling serves as F...

The lack of affordable housing is a big problem in the US. And most developers shy away from these projects because it’s hard to make money. But Alvin ‘Hope’ Johnson is not most developers. He’s found a way to innovate in the affordable housing space and ‘do good while doing good.’ Alvin is President of the Hope Housing Foundation , a nonprofit positioned to be one of the country’s most effective...

As real estate investors, we spend years building up generational wealth. But a single lawsuit can tear it all down. So, how do we put the right asset protection measures in place? Garrett Sutton is the corporate attorney and asset protection expert behind Corporate Direct , a firm that helps entrepreneurs and investors protect their assets, maintain their privacy and achieve their financial goals...