Join us for our newest episode as we dive into the fascinating world of mobile home park investments with Shawn Dwyer, the visionary founder of Golden Oak Real Estate Investments. Discover Shawn's journey from single family home renovations to the thriving mobile home park niche. 

Explore the unique characteristics of this investment arena, its challenges, and the Mid-Atlantic region's appeal. Uncover the secrets to success in mobile home park investing, from syndication strategies to the power of long term holding. Learn why competition is heating up and why stability and low vacancy rates make this niche an attractive choice for investors seeking predictable returns. Don't miss this insightful conversation that unveils the hidden gems of mobile home park investments!

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• Sean's background in real estate, starting with single-family home renovations and diversification due to 401k volatility.
• Unique characteristics of mobile home parks: affordable housing, rarity of new park construction due to infrastructure costs.
• Challenges of mobile home park ownership, including utility systems, infrastructure maintenance, and varying amenities.
• Emphasis on market understanding, including housing costs, job market analysis, and mobile home financing.
• Increasing competition in the mobile home park market and strategies for sourcing deals.
• Stability and low vacancy rates due to the nature of mobile homes, resulting in consistent cash flow.
• Attractive features of mobile home park investing, including long-term holding potential and predictable returns.

QUOTES
“One thing that I would definitely look at is just look at what the supply and demand is… what the housing costs are for that given area.”
“Know the asset class of what you're investing in and know the operator.”

ABOUT
Shawn is the founder of Golden Oak Real Estate Investments. He's focused on acquiring Mobile Home Parks and RV Parks. He improves those communities while helping investors diversify their portfolio outside of Wall Street. Shawn also has over 18 years of experience in the Information Technology world and has worked his way up to an Executive role within a Fortune Top 30 company. His strong experiences have made him a savvy investor.

CONNECT WITH SHAWN
Website: goldenoakrei.com
Email: [email protected]

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Dive into the world of real estate investing and discover how Dan Calonge, a seasoned executive with an MBA and a multi-family investor, is on a mission to help immigrants achieve generational wealth through real estate. Drawing from his family's journey of moving from Cuba to the US, Dan shares insights into the challenges immigrants face and how he's dedicated to guiding them through unfamiliar investment opportunities. 

Dan discusses his personal experiences in real estate, from his initial exposure as a limited partner to the critical factors he considers when choosing investments. The conversation also delves into the current state of multi-family commercial real estate and future predictions, highlighting the importance of strong operators and adaptability in navigating changing economic conditions. Join us for a rich exploration of real estate, integrity, and investment strategies in this informative episode.

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• Dan's initial interest in real estate dates back to the early 2000s, but it wasn't until the pandemic that he fully immersed himself in the field.
• Dan's background drives his commitment to assisting immigrants, as seen through his involvement in an advisory council aiding immigrants in Cincinnati.
• Dan's personal journey as an immigrant aids his commitment to overcoming challenges and achieving success in real estate.
• Emphasis on long-term commitment in real estate investing, appreciating the importance of investing with trustworthy teams in growth areas.
• Addressing the current challenge of finding profitable deals with rising interest rates.
• The dynamic nature of real estate and the importance of preparation for various scenarios.

QUOTES
“Given that the interest rates are going to be somewhat higher for a while, I have a feeling that in the next six months or so we're going to see a lot more distressed opportunities…distressed in terms of the financing and the way it was set up.”

“Listening to this podcast is a great way to educate yourself because you hear from different people on their different perspectives and on real estate and investing.”

ABOUT
Dan is a seasoned executive with an MBA and also a multifamily investor focused on helping immigrants get exposed to power real estate investing. His family is from Cuba, so he identifies with the challenges of not knowing how things work in a new country. His mission is to assist other immigrant families in creating generational wealth.

CONNECT WITH DAN
Website: avanzainvest.com
Free Download: immigrantinvestorclub.com

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In this week’s podcast episode, Roderick Capelo, a pediatric orthopedic surgeon who has also successfully ventured into the world of real estate investing, shares his incredible journey. Tune in to discover how Roderick has built a portfolio of more than 2,600 units of multifamily properties across five states. His passion for empowering his colleagues, family and friends to achieve financial freedom through safe and cash flowing apartment investments is truly inspiring. In this lively conversation, you'll gain valuable insights into Roderick's experiences while exploring the importance of diversifying income streams. So, sit back, relax, and let's delve into this delightful chat that will leave you considering alternative investment opportunities for a more secure financial future!

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• Key considerations for passive real estate investors focus include trusting individuals over deals, honesty, transparency, and adapting to uncertainties.
• Learn from mistakes and adapt to unforeseen challenges.
• Market selection is important with emphasis on fundamentals like job growth and affordability, and the potential for value-added improvements in chosen areas.
• The role of financial advisors is scrutinized, pointing out conflicts of interest and their potential to hinder unbiased financial decisions. 
• Go beyond traditional advice and consider personal goals and risk tolerance when it comes to portfolio allocation and investing in different asset classes.

QUOTES
“You're not investing in the business, you're investing in people.”

“Currently if your return is zero because you're not invested, I would say take action because your ROI will be better than zero–it'll be better than what you're doing now.”

ABOUT
Dr. Roderick Capelo is a Pediatric Orthopedic Surgeon and seasoned multifamily real estate investor. In the last few years, He and his partners have acquired over 2,600 multifamily units across five states and he is a General Partner in 1,100 of those units. Through Fortis Equity Group, he is now connecting physician colleagues, family and friends with safe, cash-flowing multifamily investments to help them achieve true financial freedom.

CONNECT WITH RODERICK
Website: fortisequitygroup.com 
Email: [email protected]

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Join Matt Hansen and Kunal Dewan as they delve into the world of alternative investing and uncover the reasons why many people shy away from it. Using private placement memorandums and real estate syndications as prime examples, they shed light on the primary factor behind the fear associated with these investment types. They also highlight the benefits of passive investing while stressing the importance of taking small actions to unlock the potential of alternative investments.

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Learn more about passively investing in apartment buildings:
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Join Anjesh Dubey as he shares his inspiring journey in real estate, guided by his multi-family operator grandfather. With an engineering and data analysis background Anjesh navigates the market with informed strategies, emphasizing due diligence and assembling a reliable team. His investment philosophy focuses on cash flow, low-interest long-term debt, and infinite returns. Uncover the rare art of building long-term wealth in real estate through patience and strategic thinking.

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• Anjesh has a professional background in engineering management and data analysis aiding informed investment decisions
• Always do thorough due diligence and build a reliable team
• Anjesh’s philosophy on investing is prioritizing cash flow or appreciation based on goals and personal preferences
• One investment strategy includes long-term debt with low interest rates and the goal of returning capital while maintaining infinite returns
• There is a potential for long-term wealth through holding properties
• Cash flow is important for covering expenses and desired lifestyle while allowing property appreciation
• Consider this approach with emphasis on patience and long-term perspective in building real estate wealth

QUOTES
"I make my decisions based on data...look at where the population is growing, where it makes sense to invest."

"Do not let fear stop you from investing...do your homework, make a sound decision, and go for it."

ABOUT
Anjesh, the Co-founder of Dubey Investor Group, has a decade of experience in real estate investing across various markets in the US. Anjesh has a portfolio of over 1,700 units valued at over $90 million. He is driven by a desire to assist high-income tech professionals in reducing taxes and increasing wealth through real estate investment.

CONNECT WITH ANJESH
Email: [email protected]
Website: dubeyinvestorgroup.com
LinkedIn: www.linkedin.com/in/anjeshdubey

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Learn more about passively investing in apartment buildings:
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Are you struggling to understand the power of real estate investing? Tune in to this week's podcast episode to hear Jin Wang share her personal journey to uncovering the true potential of real estate investing. Learn how she changed her business structure, invested in real estate, and reduced tax liabilities to build a better future for her family and investors. Don't miss the discussion on the current preferences of investors in the real estate industry and the outlook for long-term holds. Tune in now!

LISTEN FOR THIS

• Jin shares the power of passively investing in apartments that  come from asset appreciation, tax benefits as well as cash flow.
• Investors in the real estate industry have varying preferences for their money, with some looking for longer-term strategies and others seeking early exits.
• Opportunities for early exits may arise in the next three to six months, but there is currently not a lot of deal flow due to high interest rates and sellers expecting top dollar for their properties.

QUOTES
"If you want to change your tax, you've got to change your facts."

" And so that's when we stumbled across passively investing in multifamily, and that was the second great discovery because now we're putting our money into these investments, and I don't have to deal with any of these problems.”

ABOUT
Jin is a former auditor and CPA who has been investing in real estate since 2014. She left her W-2 job in 2020 to become a full-time real estate investor and co-founded the Sage Investing Group. As a managing partner and head of investor relations at Sage, Jin is driven by her unwavering commitment to helping other first-generation immigrants grow and protect their wealth for future generations. With over 2,600 units across 7 markets today, Jin and her team exemplify the transformative power of strategic and purposeful investments.

CONNECT WITH JIN
Email: [email protected]
Website: sageinvestinggroup.com
Facebook: www.com/sageinvesting
LinkedIn: www.linkedin.com/company/sageinvestinggroup

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Learn more about passively investing in apartment buildings:
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We're at a bit of a crossroads when it comes to interest rates but fear not, engineer turned real estate investor, Marshall Sykes shares some great insights about what's going on in the world of real estate and what we might expect in the future. With some owners needing to sell, you could be in a great position to make a smart investment. And if you're worried about inflation eating away at your cash, real estate is a great option.

LISTEN FOR THIS

• Marshall grew up in a real estate development family, learned the trade, and helped his parents with their business as a teenager.
• Time spent in the military gave him a unique experience that he can now apply to real estate investing.
• He learned about multi-family syndications and became a passive investor before deciding to become a general partner in the industry.
• Within apartment investing, there are still diversification opportunities.
• Rising interest rates have caused significant impacts on multifamily investments. 
• Rate cap is an insurance policy that allows investors to keep their interest rates within a certain range.

QUOTES
“There's so many ways to benefit from real estate."

"I want to invest in different properties in each one of those categories so I have a good mix."

ABOUT
Marshall Sykes is the President and Owner of Capitano Investing Group. He is a real estate investor at heart, having grown up in a real estate investing and development family. He is a General Partner in 3500+ multifamily units and has owned single family rental properties for 25+ years.

CONNECT WITH MARSHALL
Website: capitanoinvestinggroup.com
LinkedIn: linkedin.com/in/marshallsykes

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In this special episode of Better Returns: Invest Like a Pro, Matt and his friend, Kunal Dewan, have a little “Fireside Chat” to tackle the burning question: What are financial advisors not telling you? The conversation delves into the conflict of interest that some financial advisors face when selling investment products that they make commissions and fees from and how this can limit retirement investment options. If you want to avoid the pitfalls of the financial advisory industry, tune in to this must-hear podcast and learn how to take control of your investments.

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Learn more about passively investing in apartment buildings:
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Join us as we hear from Shaughn Daughtery — a successful and very prolific real estate investor who went from single-family home rentals to investing in 17 apartment syndications. He focuses on doing due diligence on the markets, deals, and most importantly, the people involved. Learn about his investment strategy, how he evaluates potential investments, and his predictions for the market in 2023. Whether you're a seasoned investor or just starting, this episode is a must-listen for anyone interested in real estate investing.

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• Shaughn initially invested in single-family homes before exploring multi-family syndications.
• His investment approach is to keep it simple by drilling down on the market, deal and team. 
• When investing in apartments, use a hybrid strategy that involves having cash flow and reserves, while also doing value-add plays to increase income.
• Shaughn worked in the insurance industry and has used his insurance background to evaluate potential investments.
• Real estate investors are currently looking for opportunities in communities with diverse job opportunities and a strong market for business.
• Shaughn encourages new investors to take action and invest, emphasizing the importance of continuing to invest in the long term.

QUOTES
“It takes your money out of that roller coaster ride and puts it into something that's a little more stable.”

“I want to have a good market, a good area and a solid complex that's serving the community.”

ABOUT
Shaughn Daugherty is a prolific real estate investor. He started investing in single-family homes and then discovered passively investing in real estate syndications. He’s now invested in 17 syndications with many different operators and markets throughout the U.S. He formed Daugherty Capital to share knowledge and opportunities for predictable, sustainable streams of passive income through strategic multifamily investments to help others achieve financial freedom. At Daugherty Capital, Shaughn oversees all capital-raising efforts, acquisitions and investor relations.

CONNECT WITH SHAUGHN
Email: [email protected]

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Get ready to discover how to supercharge your apartment investment game! In this episode of Better Returns: Invest Like a Pro, we're spilling the beans on why an awesome asset manager is your secret weapon. Sean Thomson gives the juicy details on how asset managers work hand-in-hand with property managers to keep your investment on track. With their eagle-eyed focus on crucial performance metrics, these pros keep your investment risk at bay. Don't miss out on this insider info!

LISTEN FOR THIS

• Sean started in real estate by buying a single family home franchise before moving into apartment syndications and asset management, which is a business he now runs with his wife and daughter.
• The essential functions of an asset manager is to optimize outcome and to mitigate risk.
• The asset manager works closely with the property manager to meet the goals of the business plan for the property. 
• Sean is creating an asset management program where best practices and processes are developed and utilized for apartment syndications.
• An asset manager should be creating and sending monthly reports to investors and communicating all the aspects of the business plan.

QUOTES
“You're trying to take the investors' returns and the production of returns of that asset and that investment and maximize those. You're trying to get every ounce you can out of that return for your investors and at the same time you're trying to mitigate any sort of downside.”

“You want to make sure your occupancy is at a certain level. You want to make sure your turnovers are happening at a certain rate. You want to make sure your rents are going the right direction. You know KPIs are critical and need to be talked about on every Property Management call.”

ABOUT
Sean Thomson has 13 years of experience in real estate and has moved from single-family residential investments to multifamily residential in the past three years. His approach and philosophy are informed by his passion for building wealth and achieving financial freedom for his family and his investors. The biggest risk to his investments is Asset Management, which is why Sean has made it his passion to develop a team to be “best in class” and help other independent owners asset manage.

CONNECT WITH SEAN
Website: thomsonmultifamilygroup.com

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