The Invest Clearly Podcast

In this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing. He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and thei...

In this episode, Josh McCallen shares the mission-driven approach behind Accountable Equity, blending hospitality principles with real estate investing to create a community of engaged, authentic investors. Discover how transparent communication, relationship focus, and purpose-driven projects set his firm apart in the world of passive income. 00:00 Introduction 01:16 From Family Office to Syndica...

In this conversation, Ben Schuster, a partner at Comfort Capital, shares his unique journey from a challenging childhood to becoming a successful investor in mobile home parks.  He discusses the transition from institutional investing at BlackRock to working with individual investors, emphasizing the importance of building relationships and trust.  Ben highlights the challenges faced during the CO...

In this conversation, Paul Moore shares his journey from engineering to real estate investing, detailing his transition from residential to commercial real estate and the founding of Welling's Capital.  He discusses the importance of protecting investors' money, the lessons learned from early investments, and the significance of communication and transparency with limited partners (LPs). ...

In this conversation, Pat Zingarella and Bela discuss the evolution of real estate investing, the importance of education and trust in investor relations, and the strategies employed by Origin to maintain investor confidence. Bela shares insights on the current performance of their portfolio, the significance of diversification, and the role of relationships in building a successful investment bus...

In this conversation, Andy McQuade discusses the relationship between Net Operating Income (NOI) and asset value in real estate. He highlights how some General Partners (GPs) manipulate expense classifications to inflate property values, which can lead to financial discrepancies when securing loans. The discussion emphasizes the importance of understanding true operating expenses and the implicati...

In this conversation, Brian Ferguson shares his extensive journey in the real estate industry, detailing his transition from single-family investments to multifamily syndication. He discusses the importance of communication and trust with investors, the challenges faced in the current market, and the lessons learned from both successful and difficult deals. Brian emphasizes the need for a personal...

In this conversation, David Ensley shares his journey from being an orthodontist to becoming a passive investor in real estate and small businesses. He discusses his early experiences with investing, the lessons learned from his first syndication deal, and the importance of communication and risk tolerance in investment decisions. David also emphasizes the need for due diligence when dealing with...

In this conversation, Dennis Cisterna shares his journey from a corporate career to entrepreneurship in the real estate sector. He discusses his investment strategies, focusing on commercial real estate and the importance of risk management and transparency in investor relations. Dennis emphasizes the need for thorough due diligence and the challenges of tenant management, while also addressing th...

In this conversation, Jeff Revenaugh emphasizes the importance of an active mindset in investing, particularly in passive income streams. He argues that investors must engage in due diligence and hold sponsors accountable, treating their investments as if they were their own money. This shift in mindset is crucial for successful investing. 00:00 Introduction 01:34 Learning from Early Mistakes and...

In this conversation, Nathan Jameson, founder of ARX's Capital, shares his journey in real estate, emphasizing the importance of personal investment and transparency with limited partners. He discusses his investment philosophy, the significance of communication during challenges, and the need for a shift in the accredited investor criteria to allow broader access to investment opportunities....

In this conversation, Ron Moore shares his extensive background in investing, starting from his teenage years in finance to his current role in the hospitality industry. He discusses the importance of understanding risk in passive investing, particularly in real estate syndication, and emphasizes the need for due diligence and operator evaluation.  Moore provides valuable insights for new investor...

In this conversation, John Albert Rubino shares his journey from a naval aviator to a successful real estate investor. He discusses the importance of leveraging relationships, particularly with family and friends, in building his investment firm. John emphasizes the significance of constant communication with investors, especially during challenging times like the COVID-19 pandemic. He highlights...

In this conversation, Pat Zingarella interviews Aleksey Chernobelskiy, who shares his journey from working in institutional real estate to launching GPLP Match, a platform connecting general partners (GPs) and limited partners (LPs). Aleksey discusses the challenges in the GPLP marketplace, common mistakes made by new investors, and the importance of due diligence. He also highlights trends in inv...

In this conversation, Clint Harris, a general partner at Nomad Capital, shares his journey from a successful career in medical sales to becoming a prominent figure in real estate investing, particularly in self-storage. He discusses the importance of trust and transparency with investors, the challenges of navigating market fluctuations, and the significance of aligning investor expectations with...

In this conversation, Terence Critchlow shares his journey as a passive investor in real estate, discussing his portfolio, investment strategies, and the importance of education for limited partners (LPs). He emphasizes the need for investors to thoroughly vet operators and understand their investment thesis. Terence also highlights common mistakes made by new investors and introduces his passion...

In this conversation, AJ Osborne shares his extensive experience in the self-storage industry, emphasizing the importance of trust and transparency in investor relations.  He discusses how personal experiences, particularly a life-altering health crisis, have shaped his approach to communication and risk management. AJ highlights the need for clear, concise communication with investors, especially...

In this conversation, Daniel Del Real shares his extensive experience in real estate investing, discussing the transition from active to passive investing, the importance of understanding operators, and the lessons learned from both successes and failures. He emphasizes the significance of diversification, control over investments, and the mindset shifts necessary for moving from a seven-figure to...

In this episode, industrial investor Judd Dunning joins to share the real playbook for navigating tough conversations with investors. We unpack how to balance good news with bad news, how to stay transparent without creating panic, and how trust is built (or lost) in moments of uncertainty. Whether you’re an LP, GP, or somewhere in between, this conversation is a masterclass in investor communicat...

In this conversation, Phil Boggia shares his journey from a career in federal law enforcement to becoming a full-time real estate investor. He discusses the lessons learned from his early investments, the importance of understanding cash flow versus equity, and how he evaluates sponsors and deals. Phil emphasizes the significance of building a network of trusted individuals in the investment commu...

In this conversation, Andrew Cushman shares his journey from chemical engineering to real estate, discussing the evolution of the market, the importance of transparency and consistency in building trust with investors, and how to navigate market changes. He emphasizes the need for thorough vetting of sponsors and deals, and the lessons learned from past mistakes in syndication. Andrew also highlig...

In this conversation, Michael Tanner shares his extensive experience in the oil and gas industry, focusing on investment strategies, syndications, and the importance of due diligence. He discusses the significance of understanding fee structures, track records, and the impact of tax deductions on investments.  Tanner also highlights the current trends in the oil and gas market, particularly in rel...

In this conversation, Fuquan Bilal, founder of NNG Capital Fund, shares his extensive experience in real estate investing, emphasizing the importance of communication and education in building investor relationships. He discusses the evolution of his firm, the transition to impact investing, and the challenges of balancing investor expectations with community revitalization goals. Fuquan highlight...

In this conversation, Kathleen Marcell shares her journey from traditional investing to exploring alternative investments. She discusses the evolution of her investment strategies, the importance of building deal flow, and aligning investments with personal goals. Kathleen emphasizes the significance of evaluating track records and effective communication with general partners. She also highlights...

In this conversation, Arn Cenedella shares his extensive experience in real estate, transitioning from residential brokerage to multifamily syndication. He discusses the importance of building trust with limited partners, the operational challenges faced in the syndication landscape, and the significance of communication and transparency. Arn emphasizes the need for long-term investment strategies...