The Limited Partner - Stop trading time for dollars!

One of the challenges of a limited partner is finding the right team to invest with. Today our guest, Reed Goossens, will discuss what an L.P. should look for when vetting an operator. Reed owns a multifamily syndication investing firm. Based on his vast experience as a syndicator and operator, Reed will teach us to ask the right questions and analyze how a team operates a deal. You’ll also hear a...

There are so many benefits of being a limited partner! One of them is time freedom. It means you can spend time with your family and pursue your true passion. Another benefit is it's easier to invest in bigger deals and scale fast. Also, LPs don’t have to take on all the risks of every new investment or property. In this episode, Jake and John discuss what it means to be a limited partner. John’s...

When you go to conferences, nobody’s talking about going to California. And we can read in the headlines that people are leaving in droves for the Sunbelt. In this episode, we’ll hear about the real opportunity in the real estate market in California from Anthony Walker of Buckingham Investments. Yes, there is out-migration, but it’s not devastating, according to Anthony. There are a lot of choice...

What system is the GP using? That's one of the most important questions you must ask as a limited partner. There are many available investor portals now, and there is just no excuse for syndicators or general partners not to provide regular, timely, accurate, and transparent reporting to their investors or LPs. An investor portal will help you do that and scale your business efficiently. Today's e...

When Covid happened, many people sat on the sidelines waiting to see what would happen. But our guest, Logan Freeman, was advised by his mentors that it was an excellent time to buy. He gathered funds from limited partners, assembled a team, and bought over 1000 units. Now, they have scaled to about 1300 units on the multifamily side across four states. They have also entered different asset class...

Competence and ethics are the two most important things that Omar looks for in syndicators and operators. He stresses in this episode that when you put your money in a deal, you are also investing in people. So, when you’re analyzing a deal, don’t focus too much on the quantitative aspect – whether it’s 15% or 15.5% IRR. Focus on the people you will be working with. Screen them religiously and loo...

Our guest, Sarah May, is an aerospace engineer. While working, she saved money with her husband and business partners. They bought a duplex, saved some more, and bought a triplex. They kept doing it until they had built a portfolio of properties. In 2016, she decided to change careers. She learned about syndication, joined an investment club, got a coach, and then started Regency Investment Group...

There is a lot of noise in the investment space. So, if you're just getting into the game, you must be smart. Keep your first couple of deals simple. You don't need an overly complex tax strategy. You don't need to be looking at three different layers of how you move your money through a deal. In this episode, Lane Kawaoka, co-Owner of MFPE Investments LLC, will share tips on how to invest smart,...

During the pandemic, we saw a lot of companies, even big ones, change how they operate and do business. Thanks to technology, people could work from home or wherever they wanted. And this has caused a lot of movement as people decided to relocate away from the city and into the suburbs or more remote locations where housing or quality of life is more affordable. This trend calls for rural developm...

Joining us today is Paul Moore. He invested in an oil and gas deal in North Dakota in 2010. At that time, North Dakota had a massive housing shortage. There were tens of thousands of oil workers, executives, and folks descending on their towns that didn’t have housing. So, Paul and his partner quickly built a multifamily facility, which became the stepping stone of his real estate investing career...

Maybe you’re thinking this investment market makes no sense and what you’re doing hasn’t been working, or you’re wondering where to go next with your investments. Maybe you are skeptical about jumping into something new because everyone thinks they have the best plan, yet there is no consensus. If so, I thought it might help if I brought someone on the show to talk about the changing environment a...

Why is it critical to look at HR in your due diligence activities before investing? Investors focus more on the compliance aspects of HR that they fail to look at the talent side and understand what’s happening from a cultural perspective. Before you invest, look at the rate of turnover in the company and find out what the root cause is. Include people and culture in your due diligence because peo...

Episode 18: Show Notes. We are honored to have as our guest, Brian Adams. Brian is currently serving as Principal for Excelsior Capital, founded in 2019, and oversees acquisitions, operations, and capital raising efforts. In this episode, he’ll speak on how to raise capital as a first-time sponsor or entrepreneur. You might have the best deal of all, but no one will care if you can’t raise capital...

Episode 17: Show Notes. Trevor is a high-performance coach and business strategist. He also owns a private real estate investment company consisting of many different asset classes worldwide. But before achieving success, Trevor went through a period of defeat when his investment didn’t work, and he lost everything. Gratefully, he met his coach, who introduced him to real estate investing. In a sh...

Most people in the real estate industry have probably read the book Rich Dad, Poor Dad. It is like a solid foundation for all investors. But in this episode, Luc D’Abreau talks about the things that are not true or articulated well enough in this book. One of the things Luc mentioned is the amount of education that’s needed if you are going to become either a business owner or an investor. Accordi...

Travis Watts is the Director of Investor Relations at Ashcroft Capital, a podcast host, and multifamily investor. Like most people, Travis Watts started in the real estate industry by investing in single-family homes. He thought he could handle a W-2 job and active investment at the same time. So, he did a bunch of fix-and-flips, vacation rentals, house hacking, and a lot of active real estate dea...

Today, we’ll have an exciting discussion with Jenny Gou of Vertical Street Ventures! Jenny is a passive real estate investor and syndicator. Before she got into real estate, Jenny worked at Procter and Gamble as Sales Director. She wanted to diversify her retirement portfolio, so she started investing in single-family homes. After a while, they learned about multifamily and decided to shift to syn...

Episode 13: Show Notes. Today, our guest is Dan Kennedy. Dan knew from an early age that he wanted to be involved in real estate. He played professional soccer and used the money he made from it to invest in single-family homes. Dan went to business school at the USC Marshall School of Business in 2016. He learned about syndications and met his now business partner, Matt Shamus. He started investi...

Episode 12: Show Notes. Our guest today is Dave Holman of Katahdin Property Management. Before getting into real estate, Dave took up architecture classes in college, lived a few years in Bolivia, and set up a chain of camping stores named The Spitting Llama. In 2009, he returned to Maine, got his MBA and met Brian Sprague. Together, they formed Katahdin Property Management. Now, they have six emp...

Scott Royal Smith is an asset protection attorney and a longtime real estate investor. He's been an asset protection attorney for over nine years and investing in real estate for almost 12. Because of his experience in litigation – suing insurance companies – people started asking him about how to put up a real estate portfolio, investment and tax strategies, and asset protection. Hence, Royal Leg...

Episode 10: Show Notes. There are so many ways to get in trouble in the syndication business! For example, how are you finding investors? Are you allowed to advertise? How do you set up a syndication? How do you resolve issues or disputes? The legal formation at the beginning is the foundation of everything! Learn how to do it right with Kim Lisa Taylor, founder of Syndication Attorneys, PLLC. She...

Episode 09: Show NotesOur guest, Brian Burke, is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm. He is also the author of "The Hands-Off Investor: An Insider's Guide to Investing in Passive Real Estate Syndications." Brian begins by explaining the difference between being a passive investor and investing in passive real estate syndications...

Our guest, Whitney Elkins-Hutten, is the Director of Investor Education in passiveinvesting.com. She is passionate about helping busy professionals transform their lives with passive real estate investing. In this episode, Whitney will talk about the freedom she gained after discovering the power of passive income. If your goal is to have a flexible lifestyle and the freedom to spend time with peo...

Our guest for this episode is Melanie McDaniel. She is the founder of Freestyle Capital Group, a boutique private equity firm that partners with passive investors to invest in private equity real estate transactions across various recession-resistant asset classes. Melanie offers a boutique experience to her investors and aims to have a personal relationship with each investor-friend. Melanie beli...

Joining us in this episode is Paul Shannon. Paul is a passive, limited partner in over 1,400 multifamily units, numerous industrial offerings, and ATMs. Paul talks about some of the perks of being a limited partner or passive investor. He shares what got him to leave his W2 role and how his little bit of experience as a property manager of a duplex that he bought years before helped him develop re...