Apartment Investors Club

Jonathan Twombly

Apartment Investors Club is for everyone whose passion is investing in apartment buildings. Whether you’re a passive investor or an active deal sponsor, the newest newbie or an investor with decades of experience, our in-depth interviews with top real estate professionals from across the spectrum will teach you something valuable in every episode. read less
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Episodes

The Evolving World of Real Estate Crowdfunding w/ Jilliene Helman
27-03-2024
The Evolving World of Real Estate Crowdfunding w/ Jilliene Helman
In this episode of the Apartment Investors Podcast, host Jonathan Twombley interviews Jilliene Helman, the CEO and founder of Realty Mogul, a pioneering online platform for real estate investing. The conversation covers the origins and evolution of Realty Mogul as one of the first equity crowdfunding platforms in real estate, fueled by the 2012 JOBS Act which revolutionized online investing. Helman discusses the challenges and strategies of starting and scaling the platform, the impacts of COVID-19 on real estate investment trends, and the future of investing in a dynamically changing market. With insights into different investment approaches, including fixed vs. floating rate debt, and the importance of a long-term, sustainable business model, this episode offers valuable lessons for both seasoned and aspiring investors. 🖋️ Some key points: (00:30) Introducing Jilliene Helman : The Mind Behind Realty Mogul (01:04) The Genesis of Realty Mogul and Crowdfunding in Real Estate (05:03) Navigating the Cold Start Problem and Growing the Platform (07:26) The Evolution of Realty Mogul and Its Impact on Real Estate Investing (20:50) The Future of Real Estate Investing and Realty Mogul's Role (33:29) Reflections and Advice for Aspiring Entrepreneurs 📑More about Jilliene Helman  Jilliene Helman is the Founder and CEO of RealtyMogul, a leading online platform for real estate investing with over 280,000 members. Through the platform, individual investors have collectively invested over $1.1 billion of capital into over $7 billion of real estate assets (as of 1/31/2024). Jilliene holds Series 7, 24 and 63 investment licenses and is a Certified Wealth Strategist. She’s been featured as an expert on startups and real estate investing on Bloomberg, CNBC, The New York Times, Yahoo! Finance and Entrepreneur.      🌎Reach out to LinkedIN https://www.linkedin.com/in/jillienehelman Twitter https://twitter.com/jillienehelman?lang=en Realty Mogul https://www.realtymogul.com/jilliane-hellman 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production by EZPZ Podcasting
Navigating the World of Apartment Investing: Insights for LPs and GPs with Aleksey Chernobelskiy
13-03-2024
Navigating the World of Apartment Investing: Insights for LPs and GPs with Aleksey Chernobelskiy
📌 Check out Aleksey’s Substack HEREIn this episode of the Apartment Investors Podcast, host Jonathan Twombley interviews Aleksey, an advisor dedicated to assisting Limited Partners (LPs) in the real estate investment realm. Aleksey shares insights on the importance of due diligence for LPs before entering deals, highlighting the significance of understanding execution capabilities, alignment of interests, and the specifics of the property being invested in. He introduces a 'three pillar framework' for evaluating investments and discusses common pitfalls and misunderstandings LPs might have about the investment process. The conversation also touches on the ethical considerations and transparency required from General Partners (GPs) in presenting their deals to potential investors. Furthermore, Alexi gives advice on how GPs can effectively communicate and present their deals, underscoring the importance of honesty and clear depiction of past deal performances. This episode aims to bridge the gap in understanding between LPs and GPs, providing valuable advice for making informed investment decisions in the multifamily real estate market. 🖋️ Some key points:  (00:28) A Different Perspective: Advising LPs in Real Estate (00:54) Unpacking Deals: The Role of an Advisor (03:04) The Three Pillar Framework for Evaluating Investments (04:50) The Importance of Trust and Transparency in Investments (06:40) Communicating Challenges: A Guide for GPs (13:05) The Power of Honesty in Fundraising (18:15) Who Seeks Investment Advice? Understanding the Clientele (21:25) Navigating Capital Calls: Insights and Strategies (22:55) Market Distress and Real Estate Trends (24:46) The Genesis of a Unique LPA Advisory Service (27:13) Rapid Growth and the Power of Social Media (30:17) The Art of LP Investing: Lessons and Mistakes (33:27) Advising GPs and Maintaining Independence (39:25) Final Thoughts and Advice for LPs 📑More about Aleksey Chernobelskiy Aleksey Chernobelskiy advises limited partners (“LPs”) on existing and future investments. He writes weekly to 3,000 investors at LPlessons.substack.com to explain how to properly vet and think about LP investments in the grand scheme of their portfolios. Aleksey also helps General Partners on matters relating to LPs, such as capital calls or feedback on investment decks. Prior to advising LPs, Aleksey ran STORE Capital’s $10 billion commercial real estate portfolio and oversaw the firm’s underwriting team. Aleksey graduated from University of Arizona with a quadruple major – Finance, Mathematics, Economics, and Accounting. Recommended articles: Top 15 syndication mistakes - https://lplessons.substack.com/p/top-15-syndication-mistakes 26 questions to ask your GP -  https://lplessons.substack.com/p/26-questions-to-ask-your-gp Do sunk costs matter in capital calls? - https://lplessons.substack.com/p/do-sunk-costs-matter-in-capital-calls 🌎Reach out to Aleksey Chernobelskiy LinkedIN https://www.linkedin.com/in/chernobelskiy Twitter 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production by EZPZ Podcasting
From Popcorn Sales to a $170M Multifamily Portfolio: Anthony Walker's Take on Real Estate in Emerging Markets
06-03-2024
From Popcorn Sales to a $170M Multifamily Portfolio: Anthony Walker's Take on Real Estate in Emerging Markets
📌This week’s podcast episode features Anthony Walker, co-owner and Chief Investment Officer of Cornerstone. Initially selling popcorn door-to-door as a kid, Anthony evolved into a successful multifamily investor overseeing a portfolio worth approximately $170 million. He shares his journey and valuable insights into investing in multifamily properties. He highlights the importance of person-to-person interactions, the power of branding, and the idols who influenced his business philosophy. Anthony goes on to discuss how they utilise social media and email marketing to reach interested investors, as well as how Cornerstone prioritises building a sense of pride in the workplace and within the communities they manage. The episode concludes with Anthony’s advice to those smaller-scale real estate and start-up entrepreneurs to avoid over-planning and take action, learning through activities and expansion of operations, which according to him, is the most effective form of learning. 🖋️ Some key points: (01:01) Understanding Cornerstone: Anthony's Multifamily Private Equity Firm (02:30) The Importance of Business Partnerships in Real Estate (03:28) Anthony's Role and Responsibilities in Cornerstone (03:54) The Art of Raising Capital: Anthony's Approach (05:49) Building Trust and Relationships with Investors (06:23) The Power of Personal Connections in Attracting Investors (12:46) The Importance of Follow-ups and Keeping Relationships Warm (15:47) Investing in Coeur d'Alene, Idaho: A Unique Market (16:46) Investing in Emerging Markets: The Strategy (17:38) Why Invest in High-Growth, High-Quality Life Markets (19:08) Scaling Business in Limited Market Opportunities (19:46) Addressing Labor Challenges in Small Communities (23:06) Making Communities Attractive for Residents (24:45) The Journey from Popcorn Salesman to Multifamily Investor (32:15) The Power of Focusing on One Thing: Advice for Beginners (33:35) Connecting with Anthony: The Next Steps 📑More about Anthony Anthony’s expertise lies in the multifamily property management, acquisition, and financing domains, and he is responsible for the successful implementation of Cornerstone’s investment strategy in this market sector. He has extensive experience in financial analysis, asset management, underwriting, and transactional risk management. In addition to his client-facing investment responsibilities, Anthony also oversees the firm’s brand management, continuously pushing the company to be an industry leader.  Anthony graduated in the  top of his class from the University of Idaho’s J.A. Albertson School of Business where he earned degrees in Marketing and Finance. Before becoming CIO at Cornerstone, Anthony had a successful career as a Top Producing sales broker at Coldwell Banker Schneidmiller Realty, consistently ranking in the top 3% of agents worldwide.  Outside of work, Anthony’s passions include serving God, traveling, wake surfing, skiing, CrossFit, education, long walks, spending time with friends. 🌎Reach out to Anthony Walker LinkedIN https://www.linkedin.com/in/anthony-walker1 Cornerstone Commercial Investments https://cornerstonecommercialinvestments.com/ Instagram https://www.instagram.com/anthonywalker18/ 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production by EZPZ Podcasting.
Going from Potato Farming to Managing a $100 Million Real Estate Portfolio with Levi Allen
28-02-2024
Going from Potato Farming to Managing a $100 Million Real Estate Portfolio with Levi Allen
📌In this episode of the Apartment Investors Podcast, host Jonathan Twombley speaks with Levi Allen, a former potato farmer who transitioned into managing a real estate portfolio worth over a hundred million dollars in assets under management (AUM). Levi shares his journey from investing in smaller deals on his own to syndicating larger multi-million dollar deals. He discusses the importance of developing relationships with brokers, underwriting prudently, and having confidence in your abilities. Levi also emphasises that beginning investors should start investing in properties with their own money or with close family and friends before seeking to raise capital from other investors. The podcast underscores that there are many paths to success in real estate investing and provides valuable insights into Levi Allen's unique journey and strategies. 🖋️ Some key points:  (00:27) Guest Introduction: Levi Allen's Journey from Potato Farming to Real Estate (00:43) Levi's Current Real Estate Portfolio (02:02) Why Invest in Utah? Understanding the Market (03:00) Levi's Investment Strategy and Property Types (04:40) The Appeal of Newer Properties and Risk Assessment (07:43) Sourcing Deals and Building Broker Relationships (09:02) Raising Capital: From Family and Friends to a Wider Network (13:03) Levi's First Steps into Real Estate and Syndication (21:07) Breaking into the Utah Market and Raising Capital (24:30) Property Management and Building Trust with Stakeholders (25:46) Advice for New Investors and Reflections on Levi's Journey (28:55) Contact Information and Closing Remarks 📑More about levi Allen LEVI ALLEN is the Principal of Wealth Creation Asset Management, a real estate investment company that acquires residential multi-family properties. Levi studied Business at BYU- Idaho in 2012-2013 and 2015-2017 after returning home from a 2-year Church mission in Peru. He acquired his first property in 2012 and immediately developed a passion for the real estate industry. Levi has focused full-time on rental housing. He takes pride in his ability to identify opportunities, execute on his vision for the property, maximizing profitability and ultimately, delivering above average returns for his investors. As a principal, Levi has owned, and asset managed over 700 units worth over $100 million. He has disposed of three assets in the past 24 months and refinanced three assets. In addition to multi-family acquisitions and development, Levi’s family, the Allen Family own over 10,000 acres of farm and ranchland in eastern Oregon. 🌎Reach out to Levi Allen LinkedINWealth Creation Asset Managementlevi@wealthcreationmgt.com Instagram 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production by EZPZ Podcasting.
Thesis Driven: Converting and Reimagining Office Real Estate with Brad Hargraves of General Assembly
21-02-2024
Thesis Driven: Converting and Reimagining Office Real Estate with Brad Hargraves of General Assembly
📌Check out “Thesis Driven” via Substack In this episode of the Apartment Investors Podcast, Brad Hargraves shares his insights into the ever-evolving landscape of real estate investing. Brad, a successful serial entrepreneur, is the founder of General Assembly, Common, and the online real estate magazine, Thesis Driven. He shares about the importance of walkability in modern real estate trends, the potential and challenges of office to residential conversions, and the fascinating concept of new cities. Brad also addresses innovations within real estate and how to understand and capitalise on emerging trends. 🖋️ Some key points:  (00:28) Guest Introduction: Brad Hargraves (00:59) Understanding 'Thesis Driven' (06:22) The Impact of 'Thesis Driven' (08:32) Exploring Unique Real Estate Opportunities (12:07) The Power of Broad Knowledge in Real Estate (15:39) Office to Residential Conversions: An In-depth Analysis (22:10) The Benefits of Regulatory Changes in Housing (22:51) Challenges of Converting Offices to Residential Spaces (23:40) The Future of Suburban Offices (24:41) The Fate of High Rises in Less Expensive Cities (26:07) The Impact of Office Vacancies in Rust Belt Cities (28:57) The Potential of Small Towns for Remote Workers (30:15) The Role of Zoning Reform in City Revitalization (35:15) The Emergence of New Cities and Urbanist Movements (40:20) The Future of New Cities and Car Usage (42:18) Closing Remarks and Future Discussions 📑More about Brad Hargreaves Brad is the founder and CEO of Common. Common is dedicated to making housing better by providing flexible, community-minded shared homes. Previously, he co-founded General Assembly, a global education institution with campuses in more than 15 cities worldwide. As part of the General Assembly founding team, Brad led the growth of the company's education business from its launch in 2011 into a global institution with over a dozen campuses. Most recently, he was a Venture Partner at Maveron, General Assembly's lead investor. Brad has been named to Vanity Fair’s “The Next Establishment”, Inc Magazine’s “30 Under 30”, and Business Insider’s “Silicon Alley 100”. 🌎Reach out to Brad Hargreaves LinkedINPersonal website https://www.bhargreaves.com/ Twitter/X 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production by EZPZ Podcasting.
From Debt-Laden Dentist to Passive Real Estate Income w/ Dr. Jeff Anzalone
14-02-2024
From Debt-Laden Dentist to Passive Real Estate Income w/ Dr. Jeff Anzalone
📌Check out the ultimate passive income guide In this episode of the Apartment Investors Podcast, guest Dr. Jeff Anzalone shares his journey from being shackled with student loan debt just out of residency, to becoming ardent about investment in real estate and eventually becoming a successful deal sponsor. He tells of the transformative effect of books such as Robert Kiyosaki's 'Rich Dad, Poor Dad' had on his mindset, leading him to focus on creating multiple income streams. Dr. Anzalone also discusses the organic growth of his digital platform, Debt-Free Doctor and its instrumental role in scaling his apartment building investments, and subsequent transition into RV parks and mobile home parks investments. On looking forward, Dr. Anzalone hopes to fully transition out of dentistry and focus on expanding his real estate footprint, especially through his syndication partnership. He concludes by offering practical advice for anyone aiming to build their investor base and encourages audience members to visit his website to connect with him or suggest topics for future discussions. 🖋️ Some key points:  (00:43) Dr. Jeff's Journey: From Periodontist to Real Estate Investor (01:30) Overcoming Financial Challenges and Building Wealth (04:50) The Wake-Up Call: The Importance of Multiple Income Streams (09:23) The Power of Networking and Building an Investor List (10:48) The Journey of Raising Capital for Real Estate Investments (13:43) The Importance of Building Trust and Fairness in Business (22:45) The Future: Scaling Up and Transitioning to Full-Time Real Estate (30:37) Final Thoughts and Contact Information 📑More about Jeff Anzalone Dr. Jeff Anzalone is the founder of DebtFreeDr.com Like most people, Dr. Jeff dealt with many failures and setbacks along his path to success. Only two weeks before completing his surgical, and dental residency, his plans fell through to join a group practice that he was relying on to teach him how to run a business. This left him with no job, an interest-only mortgage, a two-month-old, and nearly $300,000 in student loan debt. After becoming debt-free, he shifted his focus to acquiring passive income streams using real estate as he realized that his practice income was their only income. He now uses his blog, DebtFreeDr.com, to educate doctors and other high-income professionals on how to invest passively in real estate so that they can stop trading their time for money. 🌎Reach out to Jeff Anzalone Debt Free DrLinkedInInstagram 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production by EZPZ Podcasting.
From Tony-Award Winner to Successful Real Estate Investor: Passive Income Strategies with Matt Picheny
07-02-2024
From Tony-Award Winner to Successful Real Estate Investor: Passive Income Strategies with Matt Picheny
📌Check out Matt’s book “Backstage Guide to Real Estate”  In this episode of the Apartment Investors Podcast, Jonathan Twombley sits down with Matt Picheny, a former Tony Award winner turned real estate investor and mentor. Discussing his journey from a theatrical career to real estate investing and passive income, Matt shares how he transitioned into the industry, starting small and gradually moving onto syndications. Matt highlights the importance of laying a foundation, being transparent with investors, and leveraging partnerships for success. He also notes his involvement in award-winning Broadway productions such as Moulin Rouge and David Byrne's American Utopia. 🖋️ Some key points:  (00:28) Matt Picheny: From Tony Award Winner to Real Estate Investor (05:50) The Transition to Digital Marketing and the Dot Com Bubble Burst (07:59) The Real Estate Moment: Quadrupling the Initial Investment (09:50) Exploring Different Real Estate Strategies (13:22) The Leap into Multifamily Syndication (23:09) My Journey into Real Estate Syndication (24:09) The Story of My First Big Deal (26:09) The Art of Raising Capital (27:37) Laying the Groundwork: Marketing and Networking (32:35) The Power of Partnership and Delegation (35:00) A Day in the Life of a Real Estate Syndicator (38:25) Achievements and Recognition: Tony Awards and Syndicator of the Year (42:41) Resources and Contact Information 📑More about Matt Picheny Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 10,000 apartments nationwide. He is a licensed real estate agent and has earned both Commercial Real Estate & Real Estate Finance certificates from Boston University. Matt has been a member of the Forbes Real Estate Council, Fast Company Executive Board, and was named "Multifamily Syndicator of the Year" by the American Apartment Owners Association. 🌎Reach out to Matt Picheny Personal website https://picheny.com/LinkedIn https://www.linkedin.com/in/picheny Instagram https://www.instagram.com/mattpicheny/ Matt’s hit book “Backstage Guide to Real Estate” https://www.amazon.com/Backstage-Guide-Real-Estate-Positive/dp/1737538407 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production by EZPZ Podcasting.
Investing in Canadian Apartment Buildings: A Cross-Border Discussion with Matthew Ablakan
31-01-2024
Investing in Canadian Apartment Buildings: A Cross-Border Discussion with Matthew Ablakan
📌Check out the Millennial’s Choice show on YOUTUBE In this episode of the Apartment Investors Podcast, host Jonathan Twombley chats with Matthew Ablakan, a Canadian real estate professional and entrepreneur with substantial experience in apartment investing. Matthew offers insights into Ontario's unique pre-construction real estate market, which offers immense possibilities for longer-term investors and is protected by substantial governmental regulations. The guest also talks about his new venture into condo development and how his diversified company not only assists clients with real estate investment but also deals with mortgages and insurance. 🖋️ Some key points:  (01:00) Matthew's Journey into Real Estate (03:12) Understanding Pre-Construction Real Estate (06:12) Matthew's First Real Estate Deal (12:26) Expanding the Business: Mortgages and Life Insurance (14:52) Navigating the Business through COVID-19 (17:43) The Importance of Going All In and Building a Solid Reputation (19:09) Starting a Business and Tax Benefits (19:49) Challenges and Success in Establishing a Brokerage (20:45) The Freedom and Challenges of Entrepreneurship (21:34) Investment Strategy and Foreign Restrictions (22:53) The Cost and Tax Implications of Foreign Investment (24:10) The Hustle: From Childhood to Entrepreneurship (27:31) Venturing into Condo Development (32:55) The Power of Podcasting and Networking (37:07) Final Thoughts and Contact Information 📑More about Matthew Ablakan Matthew Ablakan's journey began at a very young age where trading Pokémon cards began to teach him a variety of skills such as how to Negotiate and the importance of Demand and Supply. As he entered High School, Matthew began to sell Jansport Backpacks, Hair Straighteners and Dog-Tags to his peers. He began to dabble into Mutual Funds on a small scale and began learning more about Investing. Upon entering University, Matthew worked part-time jobs as a cook, waiter and manager of a couple of restaurants in order to help pay for his tuition. Chuck E Cheese, Johnny Rockets and Lucky Strikes taught Matthew many valuable lessons in communication, hard-work, honesty and transparency. It was in those early years that Matthew began to learn more about Real Estate and Invested in his first Pre-Construction Condo at the age of 19 with zero help from his immigrant parents, using a flexible deposit payment plan and part of his student loan. Matthew is the Founder & Owner of the Millennial’s Choice Group of Companies; a Real Estate, Mortgages, Insurance and Education brand. To better benefit his clients, Matthew has earned numerous degrees including, a Bachelors in Education, a Honourary Degree in Law & Society, a Real Estate Brokers License, a Mortgage Brokers License, & a Life Insurance Agent License. Education & Financial Literacy are important facets to the success of Millennial’s Choice. Matthew’s track record exudes his professionalism, experience, & most important, his persistent care for each and every one of his clients. 🌎Reach out to Matthew Ablakan InstagramPersonal WebsiteLinkedInMillennial’s Choice 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Diversification & Recession Resistant Investment Opportunities: A Conversation w/ Mark Khuri of SMK Capital Management
24-01-2024
Diversification & Recession Resistant Investment Opportunities: A Conversation w/ Mark Khuri of SMK Capital Management
📌In this episode of the Apartment Investors Podcast, host Jonathan Twombly interviews Mark Khuri, a multifamily investor fund manager with years of experience in the real estate business. Mark discusses his business model, highlighting his focus on providing passive investors with opportunities built on relationships and diversification across different asset classes. Mark also delves into his company's strategy of not operating their own assets but partnering with other operators. He further discusses a tax exemption strategy involving a public-private partnership with municipalities, providing affordable housing. Towards the end, he talks about attracting high net worth individuals, entrepreneurs, and other professionals as investors. 🖋️ Some key points: (00:28) Guest Introduction: Mark Khuri, Multifamily Investor Fund Manager (00:53) Mark's Current Business Overview and Investment Opportunities (01:43) Transition from Operating Assets to Partnering with Operators (03:26) Diversification Strategy and Investment Model (04:25) Asset Selection and Decision Making Process (08:43) Investment in Tax Exempt Apartments (14:50) Investor Profile and Value Proposition (17:22) Fund Structure and Investment Strategy (29:14) Marketing Strategy and Investor Acquisition (30:08) Future Plans for SMK Capital Management (32:12) Conclusion and Contact Information 📑More about Mark Khuri Mark Khuri co-founded SMK Capital Management in 2010, SMK is a boutique private equity real estate investment firm focusing on recession resistant investment opportunities. Mark has been an avid real estate investor for over 18 years and analysed thousands of investment opportunities and has successfully bought, renovated, sold and invested in over 120 properties with a combined value over $1.5 billion and created and managed over 65 real estate partnerships with investors. 🌎Reach out to Mark Khuri LinkedINSMK Capital ManagementEmail: info@smkcap.com 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Understanding the Role of Broker Dealer Representatives in Real Estate Syndications w/ Taylor Loht
17-01-2024
Understanding the Role of Broker Dealer Representatives in Real Estate Syndications w/ Taylor Loht
📌7 Red Flags In Passive Real Estate Investing Course In this episode, Jonathan Twombley of Apartment Investors Podcast interviews Taylor Loht, a licensed broker dealer representative, about the vital role they play in real estate syndications. Taylor explains how broker dealers connect operators and investors, helping raise equity for property transactions while ensuring compliance with security regulations. Taylor highlights the diligence in practice, the requirements for becoming a licensed broker dealer rep, and the potential challenges in the current real estate investment market. He also shares insights about his personal journey into real estate investment and his expectations for the future. 🖋️ Some key points:  (00:28) Understanding the Role of a Broker Dealer Rep (00:49) The Importance of Licensing in Syndications (05:07) The Process of Getting Licensed (06:15) The Role of a Broker Dealer in Transactions (09:09) The Challenges of Raising Capital (16:26) The Journey into Real Estate Investing (20:33) The Current State of the Capital Market (28:06) The Evolution of the Broker Dealer Business (36:29) Conclusion and Contact Information 📑More about Taylor Loht Taylor is a multifamily and self-storage investor who has acquired, partnered on, or had a hand in $250 million in CRE acquisitions. He hosts The Passive Wealth Strategy Show, a podcast focused on building passive wealth with real estate without buying yourself another job. Taylor employs syndication models to raise investor capital for strategic property acquisitions. His approach emphasizes value-added strategies to boost net operating income and property value. Taylor’s insights highlight market selection, the importance of a well-executed business plan, and considerations of interest rate trends. Through his podcast and expertise, he offers valuable guidance to real estate investors of all levels. 🌎Reach out toTaylor Loht Invest With TaylorCheck out 7 Red Flags In Real Estate Investing free course 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
From Broke to 4 Businesses in 2 Years: Seller Financing, Heavy Value Adds & other Strategies w/ Christian Osgood
10-01-2024
From Broke to 4 Businesses in 2 Years: Seller Financing, Heavy Value Adds & other Strategies w/ Christian Osgood
📌Christian Osgood, an accomplished real estate entrepreneur, provides a unique perspective on achieving financial freedom through real estate. His experience of transitioning from a full-time W-2 job to establishing four successful companies in just two and a half years offers valuable insights into the mindset and strategies required for long-term success in the real estate industry. With a focus on mindset shifts, seizing opportunities, and the impact of key partnerships, Christian's journey serves as an instructive example for real estate investors seeking to unlock their potential in the marke Visit the YouTube channel Cody and Christian Multifamily Strategy to learn more about property management, resort multifamily, and other related topics. 🖋️ Some key points:  (08:39) - The Financial Independence Wake-up Call (10:53) - Meeting the Partner and Learning from Others (11:42) - Evolution of Real Estate Business (13:35) - Valuable Takeaways in Meetings (14:29) - Seller Financing Strategies (17:03) - Identifying Opportunities for Seller Financing (19:19) - Overcoming Money Problems in Real Estate Deals (23:39) - Learning from Mistakes and Creating Value (24:09) - The Importance of Mentors (25:32) - Key Principles for Long-Term Success (28:21) - Heavy Value Add and Business Expansion (34:29) - Seller Financing Strategies (36:23) - Revitalizing Properties in Small Towns (37:52) - Impact on the Community (39:56) - Converting Motels into Housing (41:24) - A Unique Eviction Situation (42:53) - Connecting with Christian 📑More about Christian Osgood Chriastian has 200 multifamily rental units and is the CEO of Kensho Property Management, owns the robin hood village resort, and is co-founder of Mumtifamilystrategy.com. He worked an 8 year career to save ip for his house and 2 duplexes. When he ran out of money Christian turned to creative finance and in 20 years amassed over 200 multifamily rentals. Christian now now dedicates his time to renovating buildings in underserved communities and teaching others how to use the same strategies we used along the way. 🌎Reach out to Christian Osgood InstagramLinkedIn Multifamilystrategy.comMultifamily Strategy on YouTube 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Doctor Turned Dealmaker: Using Relationships to Break into Multifamily Real Estate w/ Alex Tam
03-01-2024
Doctor Turned Dealmaker: Using Relationships to Break into Multifamily Real Estate w/ Alex Tam
📌Dr. Alex Tam, a successful chiropractor and real estate investor, joins Jonathan Twombly on the show. Dr. Tam has raised millions of dollars from fellow chiropractors and business owners to build his real estate empire. His expertise lies in helping doctors venture into multifamily deals, aiming to establish financial freedom through passive income. With a thriving chiropractic practice and a growing real estate portfolio, Dr. Tam's journey from medical school to entrepreneurship is an inspiring example of determination and strategic financial planning. 🖋️ Some key points:  (01:29) - Balancing Chiropractic Practice and Real Estate Investments (11:17) - Scaling the Chiropractic Practice (13:40)  - Challenges in the Medical Practice (14:22)  - Transition to Real Estate (15:33)  - Building Relationships in Real Estate (17:58)  - Raising Money and Marketing (26:07)  - Integrating Medical and Real Estate Businesses (27:47)  - Daily Operations and Mistakes Made (31:33)  - Geographical Focus and Operator Trust (32:54)  - Real Estate Investment Advice (34:27)  - Long-term Investment and Contact Information 📑More about Alex Tam Entrepreneur, Real Estate Investor, Husband, Father, Doctor of Chiropractic, and Clinical Director of Integrative Medical Practice with over 15 years of experience.  Alex built his career as a chiropractor and then as clinical director at a successful Integrative medicine clinic and gone on to author a book “The Truth About Chronic Pain” and has helped many with whom mainstream medicine has failed. As much as he loved his job, it took much time away from his family and he began feeling like he was trapped in his job working over 60 hours a week and feeling like he is just barely treading water.  The quest for more time and freedom led him to real estate investing and learning how to work more efficiently through delegation. He is now dedicating time to helping entrepreneurs, especially doctors and small business owners like himself, learn how to grow their business and wisely invest their earnings to build generation wealth for their families.  🌎Reach out to Alex Tam LinkedIN WebsitePhone 775-717-0090 🌎Reach out to Jonathan Twombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
From IT Professional to Full-time Real Estate Investor: A Discussion with Ramakrishna Chunchu
27-12-2023
From IT Professional to Full-time Real Estate Investor: A Discussion with Ramakrishna Chunchu
📌In this episode of the Apartment Investors Podcast, host Jonathan Wombley interviews Rama Krishna Chunchu who transitioned from an experienced IT professional into a full-time multi-family real estate investor. Chunchu shares his journey from investing in single-family homes to multifamily apartments, and his decision to leave his IT job to focus solely on real estate. He sheds light on his investing criteria, the current market conditions, loan and cap rate issues, his source of capital, and the advantages of multi-family over single-family properties for scalability and better management. Chunchu also provides insights on his underwriting process, the deals he works on, and his strategies going forward, which include value-add deals and strategic partnerships. partnerships. 🖋️ Some key points:  (00:29) Transition from IT to Real Estate (01:26) Journey into Single Family Real Estate (01:51) Switching to Multifamily Real Estate (04:44) First Steps into Multifamily Investing (07:38) Becoming a Deal Sponsor (14:39) Challenges in the Current Real Estate Market (17:56) Future Goals and Strategies (19:28) Advice for Aspiring Real Estate Investors (20:18) Contact Information and Closing Remarks 📑More about Rama Krishna Chunchu Rama is Founder of USHA Investment Group LLC. Rama Krishna Chunchu has a B.E in Mechanical Engineering from Osmania University, India, and corporate background in I.T. Investing in Real Estate since 2015 in North Carolina, FL, and MD. Equity partner in 750+ unit’s multifamily assets, in FL, MD, and NC markets. GP in 64 units. With more than 15 years of experience as an IT professional, Rama Krishna brings his experience in Analyzing markets, underwriting deals, raising capital, and asset management. Rama Krishna is both an active and passive investor in multi-family apartment syndications. He is an organizer of “Multifamily AP360 Virtual Conference”. He is the host of the podcast, “Multifamily AP360 (Earlier – Creating Wealth through Passive Apartment Investing.) He is author of the book “Creating Wealth through Passive Apartment Investing” 🌎Reach out to Rama Krishna Chunchu USHA Investment GroupLinkedIN 🌎Reach out to JonathanTwombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Unlocking SBA Financing for Car Washes and Self-Storage Facilities with Dan Rogers
20-12-2023
Unlocking SBA Financing for Car Washes and Self-Storage Facilities with Dan Rogers
📌Dan Rogers is a seasoned expert in SBA financing, specialising in alternative assets such as car washes, self-storage facilities, and RV parks. With over three and a half years of experience as a national 50-state SBA lender at First Bank of the Lake, he brings a wealth of knowledge in navigating the complexities of SBA loans, including the 7(a), 504, and USDA loan programs. His insight into the eligibility criteria, loan structures, and the types of businesses that qualify for SBA financing provides a valuable perspective for investors exploring alternative asset opportunities. With his friendly and approachable manner, Dan offers a wealth of practical insights into leveraging SBA loans for alternative asset investments. In this episode: 👉Explore the potential of SBA financing for alternative assets, unlocking new investment opportunities. 👉Understand the eligibility requirements for SBA loans, ensuring you're prepared to secure funding for your investment ventures. 👉Discover why car washes are eligible businesses for SBA financing 👉The business operations necessary for securing SBA loans 👉Uncover the financial factors crucial for evaluating car wash investments 📑More about Dan Rogers Dan has 25+ year career in sales and says he doesn’t do anything other than talk for a living. It is in that communication and in working with colleagues who become friends where he gets his inner energy. Dan has been or become the why many business owners get closer to their own success. He’s done this as a B2B sales person, a professional sales coach and as a Business Lending Broker. He embraces his role first as a Business Finance Educator and secondly as a lender with a certain loan program. With a long career he has sold cars, home loans, printers, huge printers, software systems and widgets of all sorts. He currently is an SBA Lender working within the SBA and USDA programs. Specifically, Dan shares a slightly nuanced approach to business owners who are running into the frustrating snags caused when they seek business loans. He feels these issues are caused by the commonly held myths related traditional banking mechanisms in the US. 🌎Reach out to Dan Rogers LinkedIN 🖋️ Some key points: (01:00) - Dan's Role at First Bank of the Lake (02:08) - Understanding SBA Loans (07:50) - SBA-Eligible Business Types (14:23) - Qualifications for General Manager in Assisted Living Facility Ownership (16:00) - Hands-On Involvement in Business Operations (18:46) - Variable vs. Fixed Rate SBA Loans (21:22) - Financing Options for Purchasing vs. Building a Car Wash (25:20) - Impact of Tax Returns on SBA Loan Eligibility (28:20) - Importance of Working with a Loan Broker for SBA Loans (29:13) - Qualification Requirements for SBA Loans (32:28) - Funding a Business Purchase with SBA Loan (37:38) - Structuring Business and Real Estate Purchase with SBA Loan 🌎Reach out to JonathanTwombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Growing Independently in Real Estate: An Interview with Small Multi-Investor w/ Mandy McAllister
13-12-2023
Growing Independently in Real Estate: An Interview with Small Multi-Investor w/ Mandy McAllister
📌Check out Mandy’s Financial Freedom Calculator on her website In this episode of the Apartment Investors Podcast, host Jonathan Twombley invites Mandy McAllister, a small multi investor, to share her unique approach to real estate investment. Unlike most guests, Mandy is not relying on syndication or complex value adds. Instead, she solely focuses on purchasing low-maintenance properties and managing them herself. Mandy also reveals how shifting her mindset around perfectionism and fear of failure enabled her to leave her career in medical device sales and start investing in real estate. She shares some of her favorite strategies for adding non-construction-related value to her properties and her experience with a six-unit 1920s building. Mandy also talks about her recent move into the car wash business sector, which offers a different cash flow and risk profile than multi-family real estate. Finally, Mandy talks about her role as CEO of GoBundance Women, a community of successful women who are focused on leading epic lives. In this episode: 👉Achieving financial freedom and TIME freedom through real estate 👉How to add value to your properties without additional construction 👉Pros and cons of the car wash sector 👉How to acquire and take care of low-maintenance properties 👉Mandy’s project GoBundance Women, an organisation for women with a net worth of a million dollars or more. 📑More about Mandy McAllister Mandy McAllister is a multifamily real estate investor, mindset ninja, and connector. She spent the bulk of her career in medical device sales chasing cases and commission checks. In 2021, Mandy left her W2 to lean on the financial independence she built through real estate investing. Mandy now serves as CEO of GoBundance women, a tribe of healthy, wealthy, generous women who choose to lead epic lives. Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 373 doors of B class workforce housing, furnished student housing and a motel reposition. She is most proud to be mama to her hilarious 7-year-old son Duncan who, coincidentally, wants to be a real estate investor when he grows up. 🌎Reach out to Mandy McAllister Personal websiteGoBundance WomenLinkedIN 🖋️ Some key points: (00:29) Guest Introduction: Mandy McAllister (00:56) Mandy's Journey into Real Estate Investing (02:11) Overcoming Fear and Taking Risks (02:50) Mandy's Career Transition and First Property (03:14) Scaling Up and Financing Strategies (05:17) The Power of Value Add without Construction Risk (06:31) Identifying and Evaluating Potential Deals (10:17) The Benefits of Smaller Deals and Long-term Holding (20:10) Diversifying into Other Businesses: Car Wash Investment (24:10) Managing a Car Wash Business (28:33) GoBundance Women: A Tribe for Female Investors 🌎Reach out to JonathanTwombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Unlocking Success From Real Estate to Tech: Tiffany Mittal's Multifamily Investment Tips
06-12-2023
Unlocking Success From Real Estate to Tech: Tiffany Mittal's Multifamily Investment Tips
📌Tiffany Mittal is a multifamily real estate investor and the founder of Utility Ranger. With a portfolio of approximately 100 units in San Diego, California, and a recent acquisition of a 30-unit property in Pompano Beach, Florida, Tiffany brings a wealth of experience to the table. Alongside her husband, she has successfully navigated the multifamily investment landscape, leveraging their expertise to launch a prop tech company that caters to the needs of fellow investors. Tiffany's investment strategies focus on identifying value-add opportunities, optimizing utilities, and upgrading units to enhance returns. Her journey serves as a testament to the possibilities that exist in different markets and underscores the importance of adaptability in the ever-changing real estate industry. Join us as Tiffany shares her insights and experiences, empowering listeners to make informed investment decisions in the multifamily space. In this episode: 👉Master real estate investment strategies for long-term success. 👉Discover the undeniable benefits of multifamily properties. 👉Conduct thorough due diligence in real estate investing for confident decisions. 👉Explore diverse financing options for real estate investors. 👉Learn to navigate market cycles and timing in real estate with precision. 📑More about Tiffany Mittal Tiffany Mittal is a highly accomplished figure in the real estate domain, with a diverse background as a multi-family owner, investor, and successful entrepreneur. Over the course of 13 years, she has thrived as an owner-operator of multi-family apartments and made significant contributions to the property technology (Proptech) landscape. Her leadership has fueled tremendous growth in various Proptech startups, particularly in utility billing and payment technology. In 2020, Tiffany's entrepreneurial spirit led her to establish her own Proptech venture called Utility Ranger. With a passion for democratizing the property technology space, she aimed to create opportunities for multi-family investors to expand their portfolios and build wealth. Utility Ranger, a tenant utility billing software company, has been a manifestation of her vision to leverage cutting-edge technology for the benefit of the real estate industry. Her expertise and ingenuity gained recognition in 2021 when Tiffany presented Utility Ranger to the esteemed 10X Incubator, led by Grant Cardone and Jared Yellin. The impressive pitch secured a groundbreaking partnership deal, marking a remarkable milestone in her journey as a pioneering entrepreneur. With her unwavering commitment to empowering clients and investors, Tiffany has set an audacious goal to create a staggering $100 billion increase in property value for her clients by 2028, solidifying her position as a visionary force shaping the future of property technology and inspiring others to thrive in the real estate arena. 🌎Reach out to Tiffany Mittal LinkedINInstagram Utility Ranger 🖋️ Some key points: (04:11) - Section Eight Tenants (08:12) - Investing in Florida (10:40) - Ripple Effect of New Developments (14:26) - Finding a Backup Property (16:30) - Don't Fall in Love with the Deal (19:53) - Transition to Third-Party Management (21:12) - Choosing the Right Management Company (23:57) - Creative Ways to Save Money (28:31) - Overcoming Challenges (31:26) - Forced Appreciation Model (32:49) - Creating a SaaS Model (35:15) - Finding the Right Audience (36:57) - Growing the Tech Company (41:47) - Conclusion 🌎Reach out to JonathanTwombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Unlocking Michigan's Real Estate Investment Secrets with David Kamara of Cape Sierra Capital
29-11-2023
Unlocking Michigan's Real Estate Investment Secrets with David Kamara of Cape Sierra Capital
📌Check out David’s free e-book The Personal Cash Flow Formula! David Kamara, founder and CEO of Cape Sierra Capital, is a real estate investor based in Michigan, with a passion for creating passive income through apartment investing. With a background in management consulting and programming, David has always been driven to find a better quality of life for himself and his family. His journey into real estate began with buying rental properties and quickly evolved into scaling up to apartment complexes. Today, David and his team manage over 1200 units in the Midwest, primarily in Michigan. His expertise and experience in the industry make him a valuable resource for anyone looking to learn about effective real estate investing strategies in the local market. Get ready to gain valuable insights from David as he shares his journey and knowledge on this episode. In this episode: 👉Discover lucrative real estate investing strategies tailored for Michigan's market, giving you a competitive edge. 👉Uncover the secrets to finding top-notch property management for smaller multifamily deals 👉Learn how to attract investors through personal connections 👉Explore the potential of investing in overlooked bedroom communities, tapping into hidden gems for profitable returns. 👉Master the art of building trust and relationships in real estate investing, creating a strong network that propels your success. 📑More about David Kamara David has been a real estate investor since buying his first investment duplex in 2006. Over the years he has transformed the portfolio from residential, single-family assets to focus on larger multi-family apartment buildings and townhome communities. David is the founder of real estate private equity firm Cape Sierra Capital and today the firm manages a portfolio of over 1,300 apartment units across the Midwest and Southeast. Before embarking on the real estate investing journey David was a successful management consultant and highly sought after advisor to C-suite executives and private equity investors. He has held a number of interim COO and CIO roles and has been involved in over 50 private equity, corporate, and strategic transactions. David received his MBA from the University of Chicago Booth School of Business. He has a Masters in Liberal Arts from the University of Chicago and a Bachelors of Science in Computer Science from the University of Michigan, Ann Arbor. David speaks five languages, enjoys running marathons, snowboarding and playing soccer. He lives with his wife and four daughters in Ann Arbor, Michigan. 🌎Reach out to David Kamara LinkedINCape Sierra CapitalCheck out David’s free e-book The Personal Cash Flow Formula! 🖋️ Some key points: (00:46) - David’s background and career in real estate (02:53) - Scaling up in apartment investing (04:32) - Making the leap to larger properties (08:04) - The decision to pursue a career in real estate (12:48) - Finding Good Property Management for Smaller Multifamily Deals (16:06) - Challenges of Finding Property Management for Smaller Properties (17:54) - Building Trust and Collaboration with Property Management (20:11) - David Kamara's Background and Journey to Real Estate (26:36) - Investing in Real Estate in Michigan (27:19) - Overlooked Opportunities in Michigan (28:56) - Investor Demographics and Growth (30:12) - Building Trust and Raising Money (32:36) - Contacting the Guest and Additional Resources 🌎Reach out to JonathanTwombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Maximising Multifamily Real Estate Returns: Feras Moussa's Proven Growth Formula
22-11-2023
Maximising Multifamily Real Estate Returns: Feras Moussa's Proven Growth Formula
📌Feras Moussa is one of the founders of Disrupt Equity, a real estate company that leverages technology to bring efficiency and effectiveness to the industry. With a background in software and experience working at Microsoft, Feras saw the opportunity to disrupt the traditional real estate market and has since built an impressive business. His company has already crossed the $800 million mark in acquisitions and is on track to reach a billion by the end of the year. Feras and his team not only focus on sourcing deals and raising capital but also have an in-house management company and several auxiliary businesses in the multifamily space. With ambitious goals for the future, Feras is a true expert in scalable growth strategies in the real estate industry. In this episode: 👉Discover how Disrupt Equity's growth strategy can take your real estate investments to new heights. 👉Uncover the challenges of property management and learn how to navigate them for optimal returns. 👉Explore the importance of transparency in property management and how it can lead to long-term success. 👉Learn how to leverage technology in real estate operations to streamline processes and enhance efficiency. 👉insights into building effective leadership skills that will fuel your real estate business growth and scalability. 📑More about Feras Moussa Feras is a serial entrepreneur with a tech background. He holds a Computer Science degree from the University of Texas at Austin and began his career working at Microsoft as a Program Manager where he became an Invited Expert of the W3C to help define the next generation of the web, followed by starting his own software firm. After Microsoft, Feras continued his career in real estate by launching Disrupt Equity with Ben Suttles to focus on large-scale apartment acquisitions. To date, Disrupt Equity has acquired 4,500+ units and $700M+ in AUM, primarily throughout Georgia, Texas, and Florida 🌎Reach out to Feras Moussa LinkedINInstagram Disrupt Equity 🖋️ Some key points: (02:22) - Importance of Management in Real Estate (03:40) - Number of Employees and Third-Party Management (07:41) - Third-Party Management for Different Types of Assets (11:49) - Setting Realistic Expectations (12:58) - Overcoming Management Challenges (13:38) - Focusing on Filling Units (14:18) - Common Owner Misunderstandings (16:26) - The Deterioration Process (23:36) - Multifamily Value Adds and Risk Adjusted Returns (24:58) - Building a Brand and Expanding Opportunities (25:34) - The Origin and Meaning of "Disrupt," (26:55) - Core Values and Disrupting the Norm (35:16) - Building the Right Foundation (36:27) - Vision for the Future 🌎Reach out to JonathanTwombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Designing for Success: How Visual Appeal Drives Profitability in Multifamily Properties with Lisa Landry
15-11-2023
Designing for Success: How Visual Appeal Drives Profitability in Multifamily Properties with Lisa Landry
📌If you're feeling frustrated with high tenant turnover rates and declining profitability, despite your efforts to attract and retain tenants, then you are not alone! Maybe you've been focusing on amenities and pricing, but overlooking the importance of effective design in your multifamily properties. Instead of the desired result of increased tenant satisfaction and higher profitability, you may be experiencing constant vacancies and stagnant rental income. It's time to recognize the significance of design in multifamily investing and take the necessary steps to enhance your property's appeal and profitability. In this episode: 👉Increasing tenant satisfaction and attract high-quality renters by leveraging the importance of design in multifamily investing. 👉Enhancing your online presence and attract potential renters with visually appealing websites that showcase the unique features of your multifamily properties. 👉Improving tenant retention and boost profitability by maintaining well-designed and well-maintained physical spaces that create a positive living environment. 👉Proactively addressing small issues to prevent bigger problems, ensuring tenant satisfaction and reducing maintenance costs. 👉Understanding the impact of design on tenant satisfaction to make informed decisions that maximise profitability and create a desirable living experience for your residents. 📑More about Lisa Landry Lisa Landry is a seasoned expert in the world of interior design and multifamily investing. With over 25 years of experience, she founded Landry Designs, an interior design firm that specializes in enhancing the value and profitability of multifamily properties. Lisa's passion for design led her to start another venture, Above and Beyond Multifamily, where she not only invests in multifamily properties but also serves as a GP and asset manager. Her unique skill set allows her to leverage her design expertise to add value and increase the NOI of multifamily properties. Lisa's dedication to creating efficient systems and detailed job descriptions has enabled her to successfully manage both companies while empowering her teams to thrive. Her focus on enhancing tenant satisfaction and profitability through effective design makes her a valuable resource for investors and property owners alike. 🌎Reach out to Lisa Landry lisa@growaboveandbeyond.com Landry Designs https://landrydesigns.com/multi-family-living/ LinkedInInstagram 🖋️ Some key points: (01:32) - Managing two companies (04:36) - Implementing systems in the business (08:05) - Team dynamics and motivation (09:41) - Metrics and measurement (13:34) - Factors that Drive Occupancy and Rents (14:31) - The Significance of the Leasing Office (15:47) - Attention to Detail and Resident Experience (19:19) - Maintenance and Tenant Pride (25:50) - Importance of Attention to Detail (27:03) - Design and Profitability (28:08) - Neglecting Design in Multifamily (29:14) - Importance of Leasing Office Design (30:52) - One Key Investment for ROI 🌎Reach out to JonathanTwombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting
Invest Countercyclically: The Pacific Northwest Strategy for Consistent Real Estate Returns w/ Bobby Larsen
08-11-2023
Invest Countercyclically: The Pacific Northwest Strategy for Consistent Real Estate Returns w/ Bobby Larsen
📌Do you want to achieve consistent and long-term growth in your real estate investments while enjoying stable cash flow? Are you searching for a solution that can help you attain these desired results? Look no further! Our guest, Bobby Larsen, will be sharing his expertise on real estate investment strategies in the Pacific Northwest that can help you achieve your financial goals. Learn how to unlock the potential of the real estate market and discover the key to obtaining steady returns and sustainable growth, even in a distressed market.  In this episode: 👉investment strategies to maximize long-term growth and consistent cash flow in real estate. 👉the hidden opportunities and potential returns when investing in the booming Portland market. 👉insights into the unique advantages of investing in Class B properties during a recession. 👉comprehensive market analysis of the vibrant Phoenix real estate market and identify lucrative investment opportunities. 👉operating within the distressed multifamily industry and learn how to navigate challenges for profitable investments. 📑More about Bobby Larsen Bobby Larsen is the founding partner of Vanamor and has over 16 years of multi-faceted real estate experience, including the acquisition of more than 12,000 apartments with a total value in excess of $5 billion. His approach combines an institutional background in property repositioning with an entrepreneurial implementation of real estate technology (PropTech) in middle-market opportunities to enhance value and maximize returns. Throughout his tenure, investor returns on sold properties have averaged in excess of a 33% annual return. He oversees and provides leadership to the firm in areas of private equity, investment oversight, and strategic planning. Bobby’s previous experience includes key positions at MG Properties and PIMCO, where he was an integral part of both firm’s real estate strategies. Bobby holds a Bachelor of Science degree in Business Administration, emphasis in Real Estate Finance from the University of Southern California, and an MBA from Duke University. 🌎Reach out to Bobby Larsen Mobile: 949-697-1108 www.vanamor.comLinkedIN 🖋️ Some key points: (01:01) - Bobby's Background and Strategy (02:27) - Shifting Focus from Phoenix (05:02) - Revisiting Phoenix (06:46) - Downside Risk and Class B Properties (12:50) - Market Analysis: Pacific Northwest Comparison (14:15) - Target Markets: Pacific Northwest and Mountain West (15:44) - Concerns about Work from Home Reversal (17:01) - Market Risks: Insurance and Property Taxes (19:29) - Shifting Investor Sentiment (26:04) - Investing Strategy and Returns (27:40) - The Value of New Construction (29:07) - Targeting Investors (30:18) - Multifamily Investment Benefits (32:04) - Building a Real Estate Business 🌎Reach out to JonathanTwombly LinkedIn: https://www.linkedin.com/in/jonathandtwombly Loved this episode? Leave us a review and rating on Apple podcasts by clicking here. 🔅 Previous Episodes on Apartment Investor’s Club Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton Hotel Conversions To Multi Family Housing With David Peters 🎤 Podcast post-production EZPZ Podcasting