Global Investors: Investing in U.S. Real Estate

GI313: Structuring Smarter Real Estate Deals with Morgan Keim


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Morgan Keim joins Charles Carillo to share how he transitioned from raising over $500 million in venture capital for food-tech startups to building long-term wealth through real estate investing. In this episode, Morgan breaks down his strategy behind launching a 75-unit affordable housing fund, investing in over 50 multifamily syndications, and using creative structures like subject-to and seller financing.

You’ll learn how Morgan identifies overlooked markets, partners with strong operators, and protects downside risk through disciplined underwriting and long-term fixed-rate debt. Whether you're a passive investor, GP, or real estate fund manager, this conversation offers real-world insights into building sustainable cash flow and intentional financial freedom.

What You’ll Learn:

  • Why affordable housing is the most resilient real estate segment

  • How to transition from LP to GP with confidence

  • The benefits of subject-to and wrap deals in today’s market

  • How to structure deals for both upside and downside protection

  • What 50+ LP deals taught Morgan about sponsor quality

  • The mindset shift from startup volatility to real estate stability

     

    Learn more about Morgan:

    → Ocean Ridge Capital - https://oceanridgecap.com

     

    Connect with the Global Investors Show, Charles Carillo and Harborside Partners:

    ◾ Setup a FREE 30 Minute Strategy Call with Charles:

    http://ScheduleCharles.com

    ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ 

    ◾ FREE Passive Investing Guide: http://www.HSPguide.com
    ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com
    ◾ Passively Invest in Real Estate: http://www.InvestHSP.com
    ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

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    Global Investors: Investing in U.S. Real EstateBy Charles Carillo

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